Civic Intelligence

Yolanda Garcia Lorett, D.D.S. Inc.

Plan context: YOLANDA GARCIA LORETT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

EIN 27-1235794 • San Diego, CA • 19 filings • 2 plans

15215 Falcon Crest Ct.San Diego, CA 92127-3701
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$709,595

2023 Contributions

$300,760

Historical Graphs

Total Assets Over Time

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

$1,093,256$546,628$0201120172022YearValue
$709,595Latest year 2022

Participants Over Time

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

1160201120172022YearValue
5Latest year 2022

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
202310$0$0-
YOLANDA GARCIA LORETT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
202225$709,595$300,760$60,152iApproximate average salary by contribution assumption: employee only about $1,503,800 at 4% or $1,002,533 at 6%; with 50% employer match about $1,002,533 at 4% or $668,356 at 6%; with 100% employer match about $751,900 at 4% or $501,267 at 6%.
YOLANDA GARCIA LORETT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-5$709,595$280,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-0$0$20,760-
202127$1,093,256$135,918$19,417iApproximate average salary by contribution assumption: employee only about $485,421 at 4% or $323,614 at 6%; with 50% employer match about $323,614 at 4% or $215,743 at 6%; with 100% employer match about $242,711 at 4% or $161,807 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-7$588,641$49,193$7,028iApproximate average salary by contribution assumption: employee only about $175,689 at 4% or $117,126 at 6%; with 50% employer match about $117,126 at 4% or $78,084 at 6%; with 100% employer match about $87,845 at 4% or $58,563 at 6%.
YOLANDA GARCIA LORETT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-4$504,615$86,725$21,681iApproximate average salary by contribution assumption: employee only about $542,031 at 4% or $361,354 at 6%; with 50% employer match about $361,354 at 4% or $240,903 at 6%; with 100% employer match about $271,016 at 4% or $180,677 at 6%.
202026$825,785$112,322$18,720iApproximate average salary by contribution assumption: employee only about $468,008 at 4% or $312,006 at 6%; with 50% employer match about $312,006 at 4% or $208,004 at 6%; with 100% employer match about $234,004 at 4% or $156,003 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-6$473,604$42,322$7,054iApproximate average salary by contribution assumption: employee only about $176,342 at 4% or $117,561 at 6%; with 50% employer match about $117,561 at 4% or $78,374 at 6%; with 100% employer match about $88,171 at 4% or $58,781 at 6%.
YOLANDA GARCIA LORETT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-4$352,181$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201926$686,009$153,643$25,607iApproximate average salary by contribution assumption: employee only about $640,179 at 4% or $426,786 at 6%; with 50% employer match about $426,786 at 4% or $284,524 at 6%; with 100% employer match about $320,090 at 4% or $213,393 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-6$434,218$35,643$5,941iApproximate average salary by contribution assumption: employee only about $148,513 at 4% or $99,008 at 6%; with 50% employer match about $99,008 at 4% or $66,006 at 6%; with 100% employer match about $74,256 at 4% or $49,504 at 6%.
YOLANDA GARCIA LORETT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-5$251,791$118,000$23,600iApproximate average salary by contribution assumption: employee only about $590,000 at 4% or $393,333 at 6%; with 50% employer match about $393,333 at 4% or $262,222 at 6%; with 100% employer match about $295,000 at 4% or $196,667 at 6%.
201828$451,728$47,863$5,983iApproximate average salary by contribution assumption: employee only about $149,572 at 4% or $99,715 at 6%; with 50% employer match about $99,715 at 4% or $66,476 at 6%; with 100% employer match about $74,786 at 4% or $49,857 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-8$344,812$47,863$5,983iApproximate average salary by contribution assumption: employee only about $149,572 at 4% or $99,715 at 6%; with 50% employer match about $99,715 at 4% or $66,476 at 6%; with 100% employer match about $74,786 at 4% or $49,857 at 6%.
YOLANDA GARCIA LORETT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-7$106,916$0-
201729$472,394$142,731$15,859iApproximate average salary by contribution assumption: employee only about $396,475 at 4% or $264,317 at 6%; with 50% employer match about $264,317 at 4% or $176,211 at 6%; with 100% employer match about $198,238 at 4% or $132,158 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-9$358,394$28,731$3,192iApproximate average salary by contribution assumption: employee only about $79,808 at 4% or $53,206 at 6%; with 50% employer match about $53,206 at 4% or $35,470 at 6%; with 100% employer match about $39,904 at 4% or $26,603 at 6%.
YOLANDA GARCIA LORETT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-6$114,000$114,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
201618$301,487$70,710$8,839iApproximate average salary by contribution assumption: employee only about $220,969 at 4% or $147,313 at 6%; with 50% employer match about $147,313 at 4% or $98,208 at 6%; with 100% employer match about $110,484 at 4% or $73,656 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-8$301,487$70,710$8,839iApproximate average salary by contribution assumption: employee only about $220,969 at 4% or $147,313 at 6%; with 50% employer match about $147,313 at 4% or $98,208 at 6%; with 100% employer match about $110,484 at 4% or $73,656 at 6%.
2015111$224,100$53,139$4,831iApproximate average salary by contribution assumption: employee only about $120,770 at 4% or $80,514 at 6%; with 50% employer match about $80,514 at 4% or $53,676 at 6%; with 100% employer match about $60,385 at 4% or $40,257 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-11$224,100$53,139$4,831iApproximate average salary by contribution assumption: employee only about $120,770 at 4% or $80,514 at 6%; with 50% employer match about $80,514 at 4% or $53,676 at 6%; with 100% employer match about $60,385 at 4% or $40,257 at 6%.
201419$183,488$71,633$7,959iApproximate average salary by contribution assumption: employee only about $198,981 at 4% or $132,654 at 6%; with 50% employer match about $132,654 at 4% or $88,436 at 6%; with 100% employer match about $99,490 at 4% or $66,327 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-9$183,488$71,633$7,959iApproximate average salary by contribution assumption: employee only about $198,981 at 4% or $132,654 at 6%; with 50% employer match about $132,654 at 4% or $88,436 at 6%; with 100% employer match about $99,490 at 4% or $66,327 at 6%.
201319$109,914$36,233$4,026iApproximate average salary by contribution assumption: employee only about $100,647 at 4% or $67,098 at 6%; with 50% employer match about $67,098 at 4% or $44,732 at 6%; with 100% employer match about $50,324 at 4% or $33,549 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-9$109,914$36,233$4,026iApproximate average salary by contribution assumption: employee only about $100,647 at 4% or $67,098 at 6%; with 50% employer match about $67,098 at 4% or $44,732 at 6%; with 100% employer match about $50,324 at 4% or $33,549 at 6%.
201215$73,479$47,346$9,469iApproximate average salary by contribution assumption: employee only about $236,730 at 4% or $157,820 at 6%; with 50% employer match about $157,820 at 4% or $105,213 at 6%; with 100% employer match about $118,365 at 4% or $78,910 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-5$73,479$47,346$9,469iApproximate average salary by contribution assumption: employee only about $236,730 at 4% or $157,820 at 6%; with 50% employer match about $157,820 at 4% or $105,213 at 6%; with 100% employer match about $118,365 at 4% or $78,910 at 6%.
201115$25,000$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Yolanda Garcia Lorett, D.D.S. Inc. 401(K) Profit Sharing Plan-5$25,000$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.