Civic Intelligence

Jason S. Annan, Dds LLC

Plan context: Jason S. Annan, Dds LLC 401(K) Plan

EIN 26-2615124 • Mt. Pleasant, SC • 22 filings • 3 plans

1401 Stuart Engals Blvd.Mt. Pleasant, SC 29464
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$4,643,627

2024 Contributions

$507,586

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,643,627$2,321,814$0201020172024YearValue
$4,643,627Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260201020172024YearValue
11Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024211$4,643,627$507,586$46,144iApproximate average salary by contribution assumption: employee only about $1,153,605 at 4% or $769,070 at 6%; with 50% employer match about $769,070 at 4% or $512,713 at 6%; with 100% employer match about $576,802 at 4% or $384,535 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-11$3,021,767$129,823$11,802iApproximate average salary by contribution assumption: employee only about $295,052 at 4% or $196,702 at 6%; with 50% employer match about $196,702 at 4% or $131,134 at 6%; with 100% employer match about $147,526 at 4% or $98,351 at 6%.
Jason S. Annan, Dds LLC Cash Balance Pension Plan-9$1,621,860$377,763$41,974iApproximate average salary by contribution assumption: employee only about $1,049,342 at 4% or $699,561 at 6%; with 50% employer match about $699,561 at 4% or $466,374 at 6%; with 100% employer match about $524,671 at 4% or $349,781 at 6%.
2023211$3,776,329$317,427$28,857iApproximate average salary by contribution assumption: employee only about $721,425 at 4% or $480,950 at 6%; with 50% employer match about $480,950 at 4% or $320,633 at 6%; with 100% employer match about $360,713 at 4% or $240,475 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-11$2,603,524$102,300$9,300iApproximate average salary by contribution assumption: employee only about $232,500 at 4% or $155,000 at 6%; with 50% employer match about $155,000 at 4% or $103,333 at 6%; with 100% employer match about $116,250 at 4% or $77,500 at 6%.
Jason S. Annan, Dds LLC Cash Balance Pension Plan-8$1,172,805$215,127$26,891iApproximate average salary by contribution assumption: employee only about $672,272 at 4% or $448,181 at 6%; with 50% employer match about $448,181 at 4% or $298,788 at 6%; with 100% employer match about $336,136 at 4% or $224,091 at 6%.
202229$2,970,808$453,006$50,334iApproximate average salary by contribution assumption: employee only about $1,258,350 at 4% or $838,900 at 6%; with 50% employer match about $838,900 at 4% or $559,267 at 6%; with 100% employer match about $629,175 at 4% or $419,450 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-9$2,097,155$106,963$11,885iApproximate average salary by contribution assumption: employee only about $297,119 at 4% or $198,080 at 6%; with 50% employer match about $198,080 at 4% or $132,053 at 6%; with 100% employer match about $148,560 at 4% or $99,040 at 6%.
Jason S. Annan, Dds LLC Cash Balance Pension Plan-9$873,653$346,043$38,449iApproximate average salary by contribution assumption: employee only about $961,231 at 4% or $640,820 at 6%; with 50% employer match about $640,820 at 4% or $427,214 at 6%; with 100% employer match about $480,615 at 4% or $320,410 at 6%.
2021210$3,142,217$356,873$35,687iApproximate average salary by contribution assumption: employee only about $892,183 at 4% or $594,788 at 6%; with 50% employer match about $594,788 at 4% or $396,526 at 6%; with 100% employer match about $446,091 at 4% or $297,394 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-10$2,518,296$130,240$13,024iApproximate average salary by contribution assumption: employee only about $325,600 at 4% or $217,067 at 6%; with 50% employer match about $217,067 at 4% or $144,711 at 6%; with 100% employer match about $162,800 at 4% or $108,533 at 6%.
Jason S. Annan, Dds LLC Cash Balance Pension Plan-10$623,921$226,633$22,663iApproximate average salary by contribution assumption: employee only about $566,583 at 4% or $377,722 at 6%; with 50% employer match about $377,722 at 4% or $251,814 at 6%; with 100% employer match about $283,291 at 4% or $188,861 at 6%.
202029$2,448,820$259,432$28,826iApproximate average salary by contribution assumption: employee only about $720,644 at 4% or $480,430 at 6%; with 50% employer match about $480,430 at 4% or $320,286 at 6%; with 100% employer match about $360,322 at 4% or $240,215 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-9$2,063,702$142,013$15,779iApproximate average salary by contribution assumption: employee only about $394,481 at 4% or $262,987 at 6%; with 50% employer match about $262,987 at 4% or $175,325 at 6%; with 100% employer match about $197,240 at 4% or $131,494 at 6%.
Jason S. Annan, Dds LLC Cash Balance Pension Plan-5$385,118$117,419$23,484iApproximate average salary by contribution assumption: employee only about $587,095 at 4% or $391,397 at 6%; with 50% employer match about $391,397 at 4% or $260,931 at 6%; with 100% employer match about $293,548 at 4% or $195,698 at 6%.
201929$1,879,734$519,087$57,676iApproximate average salary by contribution assumption: employee only about $1,441,908 at 4% or $961,272 at 6%; with 50% employer match about $961,272 at 4% or $640,848 at 6%; with 100% employer match about $720,954 at 4% or $480,636 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-9$1,634,898$399,017$44,335iApproximate average salary by contribution assumption: employee only about $1,108,381 at 4% or $738,920 at 6%; with 50% employer match about $738,920 at 4% or $492,614 at 6%; with 100% employer match about $554,190 at 4% or $369,460 at 6%.
Jason S. Annan, Dds LLC Cash Balance Pension Plan-5$244,836$120,070$24,014iApproximate average salary by contribution assumption: employee only about $600,350 at 4% or $400,233 at 6%; with 50% employer match about $400,233 at 4% or $266,822 at 6%; with 100% employer match about $300,175 at 4% or $200,117 at 6%.
2018211$1,113,402$230,501$20,955iApproximate average salary by contribution assumption: employee only about $523,866 at 4% or $349,244 at 6%; with 50% employer match about $349,244 at 4% or $232,829 at 6%; with 100% employer match about $261,933 at 4% or $174,622 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-11$995,068$112,167$10,197iApproximate average salary by contribution assumption: employee only about $254,925 at 4% or $169,950 at 6%; with 50% employer match about $169,950 at 4% or $113,300 at 6%; with 100% employer match about $127,463 at 4% or $84,975 at 6%.
Jason S. Annan, Dds LLC Cash Balance Pension Plan-5$118,334$118,334$23,667iApproximate average salary by contribution assumption: employee only about $591,670 at 4% or $394,447 at 6%; with 50% employer match about $394,447 at 4% or $262,964 at 6%; with 100% employer match about $295,835 at 4% or $197,223 at 6%.
2017112$1,029,139$108,996$9,083iApproximate average salary by contribution assumption: employee only about $227,075 at 4% or $151,383 at 6%; with 50% employer match about $151,383 at 4% or $100,922 at 6%; with 100% employer match about $113,538 at 4% or $75,692 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-12$1,029,139$108,996$9,083iApproximate average salary by contribution assumption: employee only about $227,075 at 4% or $151,383 at 6%; with 50% employer match about $151,383 at 4% or $100,922 at 6%; with 100% employer match about $113,538 at 4% or $75,692 at 6%.
2016110$778,933$115,531$11,553iApproximate average salary by contribution assumption: employee only about $288,828 at 4% or $192,552 at 6%; with 50% employer match about $192,552 at 4% or $128,368 at 6%; with 100% employer match about $144,414 at 4% or $96,276 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-10$778,933$115,531$11,553iApproximate average salary by contribution assumption: employee only about $288,828 at 4% or $192,552 at 6%; with 50% employer match about $192,552 at 4% or $128,368 at 6%; with 100% employer match about $144,414 at 4% or $96,276 at 6%.
2015111$643,006$114,692$10,427iApproximate average salary by contribution assumption: employee only about $260,664 at 4% or $173,776 at 6%; with 50% employer match about $173,776 at 4% or $115,851 at 6%; with 100% employer match about $130,332 at 4% or $86,888 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-11$643,006$114,692$10,427iApproximate average salary by contribution assumption: employee only about $260,664 at 4% or $173,776 at 6%; with 50% employer match about $173,776 at 4% or $115,851 at 6%; with 100% employer match about $130,332 at 4% or $86,888 at 6%.
2014110$523,390$94,419$9,442iApproximate average salary by contribution assumption: employee only about $236,048 at 4% or $157,365 at 6%; with 50% employer match about $157,365 at 4% or $104,910 at 6%; with 100% employer match about $118,024 at 4% or $78,683 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-10$523,390$94,419$9,442iApproximate average salary by contribution assumption: employee only about $236,048 at 4% or $157,365 at 6%; with 50% employer match about $157,365 at 4% or $104,910 at 6%; with 100% employer match about $118,024 at 4% or $78,683 at 6%.
2013110$397,185$93,597$9,360iApproximate average salary by contribution assumption: employee only about $233,993 at 4% or $155,995 at 6%; with 50% employer match about $155,995 at 4% or $103,997 at 6%; with 100% employer match about $116,996 at 4% or $77,998 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-10$397,185$93,597$9,360iApproximate average salary by contribution assumption: employee only about $233,993 at 4% or $155,995 at 6%; with 50% employer match about $155,995 at 4% or $103,997 at 6%; with 100% employer match about $116,996 at 4% or $77,998 at 6%.
2012110$244,233$98,022$9,802iApproximate average salary by contribution assumption: employee only about $245,055 at 4% or $163,370 at 6%; with 50% employer match about $163,370 at 4% or $108,913 at 6%; with 100% employer match about $122,528 at 4% or $81,685 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-10$244,233$98,022$9,802iApproximate average salary by contribution assumption: employee only about $245,055 at 4% or $163,370 at 6%; with 50% employer match about $163,370 at 4% or $108,913 at 6%; with 100% employer match about $122,528 at 4% or $81,685 at 6%.
201117$125,085$86,865$12,409iApproximate average salary by contribution assumption: employee only about $310,232 at 4% or $206,821 at 6%; with 50% employer match about $206,821 at 4% or $137,881 at 6%; with 100% employer match about $155,116 at 4% or $103,411 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-7$125,085$86,865$12,409iApproximate average salary by contribution assumption: employee only about $310,232 at 4% or $206,821 at 6%; with 50% employer match about $206,821 at 4% or $137,881 at 6%; with 100% employer match about $155,116 at 4% or $103,411 at 6%.
201015$44,216$41,258$8,252iApproximate average salary by contribution assumption: employee only about $206,290 at 4% or $137,527 at 6%; with 50% employer match about $137,527 at 4% or $91,684 at 6%; with 100% employer match about $103,145 at 4% or $68,763 at 6%.
Jason S. Annan, Dds LLC 401(K) Plan-5$44,216$41,258$8,252iApproximate average salary by contribution assumption: employee only about $206,290 at 4% or $137,527 at 6%; with 50% employer match about $137,527 at 4% or $91,684 at 6%; with 100% employer match about $103,145 at 4% or $68,763 at 6%.