Newbury Smiles
Plan context: Newbury Smiles 401(K) Plan
EIN 27-0762532 • Newbury Park, CA • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$774,866
2024 Contributions
$204,554
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $774,866 | $204,554 | $51,139iApproximate average salary by contribution assumption: employee only about $1,278,463 at 4% or $852,308 at 6%; with 50% employer match about $852,308 at 4% or $568,206 at 6%; with 100% employer match about $639,231 at 4% or $426,154 at 6%. |
| Newbury Smiles 401(K) Plan | - | 4 | $774,866 | $204,554 | $51,139iApproximate average salary by contribution assumption: employee only about $1,278,463 at 4% or $852,308 at 6%; with 50% employer match about $852,308 at 4% or $568,206 at 6%; with 100% employer match about $639,231 at 4% or $426,154 at 6%. |
| 2023 | 1 | 3 | $482,863 | $36,982 | $12,327iApproximate average salary by contribution assumption: employee only about $308,183 at 4% or $205,456 at 6%; with 50% employer match about $205,456 at 4% or $136,970 at 6%; with 100% employer match about $154,092 at 4% or $102,728 at 6%. |
| Newbury Smiles 401(K) Plan | - | 3 | $482,863 | $36,982 | $12,327iApproximate average salary by contribution assumption: employee only about $308,183 at 4% or $205,456 at 6%; with 50% employer match about $205,456 at 4% or $136,970 at 6%; with 100% employer match about $154,092 at 4% or $102,728 at 6%. |
| 2022 | 1 | 3 | $369,259 | $31,228 | $10,409iApproximate average salary by contribution assumption: employee only about $260,233 at 4% or $173,489 at 6%; with 50% employer match about $173,489 at 4% or $115,659 at 6%; with 100% employer match about $130,117 at 4% or $86,744 at 6%. |
| Newbury Smiles 401(K) Plan | - | 3 | $369,259 | $31,228 | $10,409iApproximate average salary by contribution assumption: employee only about $260,233 at 4% or $173,489 at 6%; with 50% employer match about $173,489 at 4% or $115,659 at 6%; with 100% employer match about $130,117 at 4% or $86,744 at 6%. |
| 2021 | 1 | 4 | $415,682 | $29,773 | $7,443iApproximate average salary by contribution assumption: employee only about $186,081 at 4% or $124,054 at 6%; with 50% employer match about $124,054 at 4% or $82,703 at 6%; with 100% employer match about $93,041 at 4% or $62,027 at 6%. |
| Newbury Smiles 401(K) Plan | - | 4 | $415,682 | $29,773 | $7,443iApproximate average salary by contribution assumption: employee only about $186,081 at 4% or $124,054 at 6%; with 50% employer match about $124,054 at 4% or $82,703 at 6%; with 100% employer match about $93,041 at 4% or $62,027 at 6%. |
| 2020 | 1 | 3 | $331,376 | $27,010 | $9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,056 at 6%; with 50% employer match about $150,056 at 4% or $100,037 at 6%; with 100% employer match about $112,542 at 4% or $75,028 at 6%. |
| Newbury Smiles 401(K) Plan | - | 3 | $331,376 | $27,010 | $9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,056 at 6%; with 50% employer match about $150,056 at 4% or $100,037 at 6%; with 100% employer match about $112,542 at 4% or $75,028 at 6%. |
| 2019 | 1 | 5 | $266,132 | $26,784 | $5,357iApproximate average salary by contribution assumption: employee only about $133,920 at 4% or $89,280 at 6%; with 50% employer match about $89,280 at 4% or $59,520 at 6%; with 100% employer match about $66,960 at 4% or $44,640 at 6%. |
| Newbury Smiles 401(K) Plan | - | 5 | $266,132 | $26,784 | $5,357iApproximate average salary by contribution assumption: employee only about $133,920 at 4% or $89,280 at 6%; with 50% employer match about $89,280 at 4% or $59,520 at 6%; with 100% employer match about $66,960 at 4% or $44,640 at 6%. |
| 2018 | 1 | 5 | $194,900 | $33,586 | $6,717iApproximate average salary by contribution assumption: employee only about $167,930 at 4% or $111,953 at 6%; with 50% employer match about $111,953 at 4% or $74,636 at 6%; with 100% employer match about $83,965 at 4% or $55,977 at 6%. |
| Newbury Smiles 401(K) Plan | - | 5 | $194,900 | $33,586 | $6,717iApproximate average salary by contribution assumption: employee only about $167,930 at 4% or $111,953 at 6%; with 50% employer match about $111,953 at 4% or $74,636 at 6%; with 100% employer match about $83,965 at 4% or $55,977 at 6%. |
| 2017 | 1 | 4 | $186,630 | $32,988 | $8,247iApproximate average salary by contribution assumption: employee only about $206,175 at 4% or $137,450 at 6%; with 50% employer match about $137,450 at 4% or $91,633 at 6%; with 100% employer match about $103,088 at 4% or $68,725 at 6%. |
| Newbury Smiles 401(K) Plan | - | 4 | $186,630 | $32,988 | $8,247iApproximate average salary by contribution assumption: employee only about $206,175 at 4% or $137,450 at 6%; with 50% employer match about $137,450 at 4% or $91,633 at 6%; with 100% employer match about $103,088 at 4% or $68,725 at 6%. |
| 2016 | 1 | 5 | $134,725 | $33,734 | $6,747iApproximate average salary by contribution assumption: employee only about $168,670 at 4% or $112,447 at 6%; with 50% employer match about $112,447 at 4% or $74,964 at 6%; with 100% employer match about $84,335 at 4% or $56,223 at 6%. |
| Newbury Smiles 401(K) Plan | - | 5 | $134,725 | $33,734 | $6,747iApproximate average salary by contribution assumption: employee only about $168,670 at 4% or $112,447 at 6%; with 50% employer match about $112,447 at 4% or $74,964 at 6%; with 100% employer match about $84,335 at 4% or $56,223 at 6%. |
| 2015 | 1 | 5 | $91,900 | $94,228 | $18,846iApproximate average salary by contribution assumption: employee only about $471,140 at 4% or $314,093 at 6%; with 50% employer match about $314,093 at 4% or $209,396 at 6%; with 100% employer match about $235,570 at 4% or $157,047 at 6%. |
| Newbury Smiles 401(K) Plan | - | 5 | $91,900 | $94,228 | $18,846iApproximate average salary by contribution assumption: employee only about $471,140 at 4% or $314,093 at 6%; with 50% employer match about $314,093 at 4% or $209,396 at 6%; with 100% employer match about $235,570 at 4% or $157,047 at 6%. |