Civic Intelligence

Peter S. Joe, Dds PC & Aff Cos

Plan context: Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan

EIN 27-1965951 • South Pasadena, CA • 23 filings • 4 plans

1525 Fair OaksSouth Pasadena, CA 91030
Current Snapshot

Latest Year

2022

2022 Participants

36

2022 Assets

$2,618,208

2022 Contributions

$382,014

Historical Graphs

Total Assets Over Time

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

$2,618,208$1,309,104$0201420182021YearValue
$2,618,208Latest year 2021

Participants Over Time

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

36180201420182021YearValue
36Latest year 2021

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
202220$0$0-
PETER S. JOE, DDS, PC & AFF COS 401K PROFIT SHARING PLAN-0$0$0-
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-0$0$0-
2021236$2,618,208$382,014$10,612iApproximate average salary by contribution assumption: employee only about $265,288 at 4% or $176,858 at 6%; with 50% employer match about $176,858 at 4% or $117,906 at 6%; with 100% employer match about $132,644 at 4% or $88,429 at 6%.
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-31$2,004,131$232,555$7,502iApproximate average salary by contribution assumption: employee only about $187,544 at 4% or $125,030 at 6%; with 50% employer match about $125,030 at 4% or $83,353 at 6%; with 100% employer match about $93,772 at 4% or $62,515 at 6%.
PETER S. JOE, DDS, PC & AFF COS 401K PROFIT SHARING PLAN-36$614,077$149,459$4,152iApproximate average salary by contribution assumption: employee only about $103,791 at 4% or $69,194 at 6%; with 50% employer match about $69,194 at 4% or $46,129 at 6%; with 100% employer match about $51,895 at 4% or $34,597 at 6%.
2020333$1,849,253$141,774$4,296iApproximate average salary by contribution assumption: employee only about $107,405 at 4% or $71,603 at 6%; with 50% employer match about $71,603 at 4% or $47,735 at 6%; with 100% employer match about $53,702 at 4% or $35,802 at 6%.
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-26$1,427,195$0-
PETER S. JOE, DDS, PC & AFF COS 401K PROFIT SHARING PLAN-33$422,058$133,994$4,060iApproximate average salary by contribution assumption: employee only about $101,511 at 4% or $67,674 at 6%; with 50% employer match about $67,674 at 4% or $45,116 at 6%; with 100% employer match about $50,755 at 4% or $33,837 at 6%.
Peter S. Joe, Dds PC & Aff Cos 401K Plan-0$0$7,780-
2019329$1,883,177$153,659$5,299iApproximate average salary by contribution assumption: employee only about $132,465 at 4% or $88,310 at 6%; with 50% employer match about $88,310 at 4% or $58,873 at 6%; with 100% employer match about $66,232 at 4% or $44,155 at 6%.
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-21$1,617,096$42,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Peter S. Joe, Dds PC & Aff Cos 401K Plan-29$145,795$41,038$1,415iApproximate average salary by contribution assumption: employee only about $35,378 at 4% or $23,585 at 6%; with 50% employer match about $23,585 at 4% or $15,723 at 6%; with 100% employer match about $17,689 at 4% or $11,793 at 6%.
PETER S. JOE, DDS, PC & AFF COS PROFIT SHARING PLAN-26$120,286$70,621$2,716iApproximate average salary by contribution assumption: employee only about $67,905 at 4% or $45,270 at 6%; with 50% employer match about $45,270 at 4% or $30,180 at 6%; with 100% employer match about $33,952 at 4% or $22,635 at 6%.
2018315$1,495,677$396,413$26,428iApproximate average salary by contribution assumption: employee only about $660,688 at 4% or $440,459 at 6%; with 50% employer match about $440,459 at 4% or $293,639 at 6%; with 100% employer match about $330,344 at 4% or $220,229 at 6%.
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-15$1,366,560$345,976$23,065iApproximate average salary by contribution assumption: employee only about $576,627 at 4% or $384,418 at 6%; with 50% employer match about $384,418 at 4% or $256,279 at 6%; with 100% employer match about $288,313 at 4% or $192,209 at 6%.
Peter S. Joe, Dds PC & Aff Cos 401K Plan-10$86,027$26,413$2,641iApproximate average salary by contribution assumption: employee only about $66,033 at 4% or $44,022 at 6%; with 50% employer match about $44,022 at 4% or $29,348 at 6%; with 100% employer match about $33,016 at 4% or $22,011 at 6%.
PETER S. JOE, DDS, PC & AFF COS PROFIT SHARING PLAN-15$43,090$24,024$1,602iApproximate average salary by contribution assumption: employee only about $40,040 at 4% or $26,693 at 6%; with 50% employer match about $26,693 at 4% or $17,796 at 6%; with 100% employer match about $20,020 at 4% or $13,347 at 6%.
2017310$1,126,785$340,776$34,078iApproximate average salary by contribution assumption: employee only about $851,940 at 4% or $567,960 at 6%; with 50% employer match about $567,960 at 4% or $378,640 at 6%; with 100% employer match about $425,970 at 4% or $283,980 at 6%.
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-8$1,035,366$333,838$41,730iApproximate average salary by contribution assumption: employee only about $1,043,244 at 4% or $695,496 at 6%; with 50% employer match about $695,496 at 4% or $463,664 at 6%; with 100% employer match about $521,622 at 4% or $347,748 at 6%.
Peter S. Joe, Dds PC & Aff Cos 401K Plan-10$72,077$775$78iApproximate average salary by contribution assumption: employee only about $1,938 at 4% or $1,292 at 6%; with 50% employer match about $1,292 at 4% or $861 at 6%; with 100% employer match about $969 at 4% or $646 at 6%.
PETER S. JOE, DDS, PC & AFF COS PROFIT SHARING PLAN-8$19,342$6,163$770iApproximate average salary by contribution assumption: employee only about $19,259 at 4% or $12,840 at 6%; with 50% employer match about $12,840 at 4% or $8,560 at 6%; with 100% employer match about $9,630 at 4% or $6,420 at 6%.
2016310$680,224$292,373$29,237iApproximate average salary by contribution assumption: employee only about $730,933 at 4% or $487,288 at 6%; with 50% employer match about $487,288 at 4% or $324,859 at 6%; with 100% employer match about $365,466 at 4% or $243,644 at 6%.
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-8$608,724$268,122$33,515iApproximate average salary by contribution assumption: employee only about $837,881 at 4% or $558,588 at 6%; with 50% employer match about $558,588 at 4% or $372,392 at 6%; with 100% employer match about $418,941 at 4% or $279,294 at 6%.
Peter S. Joe, Dds PC & Aff Cos 401K Plan-10$60,064$12,815$1,282iApproximate average salary by contribution assumption: employee only about $32,038 at 4% or $21,358 at 6%; with 50% employer match about $21,358 at 4% or $14,239 at 6%; with 100% employer match about $16,019 at 4% or $10,679 at 6%.
PETER S. JOE, DDS, PC & AFF COS PROFIT SHARING PLAN-8$11,436$11,436$1,430iApproximate average salary by contribution assumption: employee only about $35,738 at 4% or $23,825 at 6%; with 50% employer match about $23,825 at 4% or $15,883 at 6%; with 100% employer match about $17,869 at 4% or $11,913 at 6%.
201528$357,931$219,634$27,454iApproximate average salary by contribution assumption: employee only about $686,356 at 4% or $457,571 at 6%; with 50% employer match about $457,571 at 4% or $305,047 at 6%; with 100% employer match about $343,178 at 4% or $228,785 at 6%.
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-8$314,797$176,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Peter S. Joe, Dds PC & Aff Cos 401K Plan-8$43,134$43,634$5,454iApproximate average salary by contribution assumption: employee only about $136,356 at 4% or $90,904 at 6%; with 50% employer match about $90,904 at 4% or $60,603 at 6%; with 100% employer match about $68,178 at 4% or $45,452 at 6%.
201426$138,368$138,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Peter S. Joe, Dds PC & Aff Cos Defined Benefit Pension Plan-6$138,368$138,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Peter S. Joe, Dds PC & Aff Cos 401K Plan-0$0$0-