Joseph a. Holtz, D.D.S.
Plan context: Joseph a. Holtz, D.D.S. Retirement Plan
EIN 26-4047634 • Escondido, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
7
2016 Assets
$2,527,570
2016 Contributions
$164,811
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Joseph a. Holtz, D.D.S. Retirement Plan | - | 0 | $0 | $0 | - |
| 2015 | 2 | 7 | $2,527,570 | $164,811 | $23,544iApproximate average salary by contribution assumption: employee only about $588,611 at 4% or $392,407 at 6%; with 50% employer match about $392,407 at 4% or $261,605 at 6%; with 100% employer match about $294,305 at 4% or $196,204 at 6%. |
| Joseph a. Holtz, D.D.S. Retirement Plan | - | 7 | $2,527,570 | $164,811 | $23,544iApproximate average salary by contribution assumption: employee only about $588,611 at 4% or $392,407 at 6%; with 50% employer match about $392,407 at 4% or $261,605 at 6%; with 100% employer match about $294,305 at 4% or $196,204 at 6%. |
| Joseph a. Holtz, D.D.S. 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2014 | 2 | 7 | $3,410,002 | $204,350 | $29,193iApproximate average salary by contribution assumption: employee only about $729,821 at 4% or $486,548 at 6%; with 50% employer match about $486,548 at 4% or $324,365 at 6%; with 100% employer match about $364,911 at 4% or $243,274 at 6%. |
| Joseph a. Holtz, D.D.S. Retirement Plan | - | 7 | $2,384,684 | $124,200 | $17,743iApproximate average salary by contribution assumption: employee only about $443,571 at 4% or $295,714 at 6%; with 50% employer match about $295,714 at 4% or $197,143 at 6%; with 100% employer match about $221,786 at 4% or $147,857 at 6%. |
| Joseph a. Holtz, D.D.S. 401(K) Profit Sharing Plan | - | 7 | $1,025,318 | $80,150 | $11,450iApproximate average salary by contribution assumption: employee only about $286,250 at 4% or $190,833 at 6%; with 50% employer match about $190,833 at 4% or $127,222 at 6%; with 100% employer match about $143,125 at 4% or $95,417 at 6%. |