Joseph S Son Dds Pa
Plan context: Js Dds Pa 401(K) Plan
EIN 27-2629289 • Bethesda, MD • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$2,073,982
2024 Contributions
$229,064
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 | 2 | 9 | $2,073,982 | $229,064 | $25,452iApproximate average salary by contribution assumption: employee only about $636,289 at 4% or $424,193 at 6%; with 50% employer match about $424,193 at 4% or $282,795 at 6%; with 100% employer match about $318,144 at 4% or $212,096 at 6%. |
| Js Dds Pa 401(K) Plan | - | 9 | $1,153,537 | $79,064 | $8,785iApproximate average salary by contribution assumption: employee only about $219,622 at 4% or $146,415 at 6%; with 50% employer match about $146,415 at 4% or $97,610 at 6%; with 100% employer match about $109,811 at 4% or $73,207 at 6%. |
| JOSEPH S. SON, D.D.S., P.A. CASH BALANCE PENSION PLAN | - | 9 | $920,445 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2023 | 2 | 9 | $1,689,642 | $193,156 | $21,462iApproximate average salary by contribution assumption: employee only about $536,544 at 4% or $357,696 at 6%; with 50% employer match about $357,696 at 4% or $238,464 at 6%; with 100% employer match about $268,272 at 4% or $178,848 at 6%. |
| Js Dds Pa 401(K) Plan | - | 8 | $953,219 | $72,656 | $9,082iApproximate average salary by contribution assumption: employee only about $227,050 at 4% or $151,367 at 6%; with 50% employer match about $151,367 at 4% or $100,911 at 6%; with 100% employer match about $113,525 at 4% or $75,683 at 6%. |
| JOSEPH S. SON, D.D.S., P.A. CASH BALANCE PENSION PLAN | - | 9 | $736,423 | $120,500 | $13,389iApproximate average salary by contribution assumption: employee only about $334,722 at 4% or $223,148 at 6%; with 50% employer match about $223,148 at 4% or $148,765 at 6%; with 100% employer match about $167,361 at 4% or $111,574 at 6%. |
| 2022 | 2 | 8 | $1,313,177 | $186,409 | $23,301iApproximate average salary by contribution assumption: employee only about $582,528 at 4% or $388,352 at 6%; with 50% employer match about $388,352 at 4% or $258,901 at 6%; with 100% employer match about $291,264 at 4% or $194,176 at 6%. |
| Js Dds Pa 401(K) Plan | - | 8 | $739,008 | $66,409 | $8,301iApproximate average salary by contribution assumption: employee only about $207,528 at 4% or $138,352 at 6%; with 50% employer match about $138,352 at 4% or $92,235 at 6%; with 100% employer match about $103,764 at 4% or $69,176 at 6%. |
| JOSEPH S. SON, D.D.S., P.A. CASH BALANCE PENSION PLAN | - | 8 | $574,169 | $120,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2021 | 2 | 8 | $1,349,291 | $185,976 | $23,247iApproximate average salary by contribution assumption: employee only about $581,175 at 4% or $387,450 at 6%; with 50% employer match about $387,450 at 4% or $258,300 at 6%; with 100% employer match about $290,588 at 4% or $193,725 at 6%. |
| Js Dds Pa 401(K) Plan | - | 6 | $841,062 | $65,976 | $10,996iApproximate average salary by contribution assumption: employee only about $274,900 at 4% or $183,267 at 6%; with 50% employer match about $183,267 at 4% or $122,178 at 6%; with 100% employer match about $137,450 at 4% or $91,633 at 6%. |
| JOSEPH S. SON, D.D.S., P.A. CASH BALANCE PENSION PLAN | - | 8 | $508,229 | $120,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2020 | 2 | 6 | $1,057,200 | $187,602 | $31,267iApproximate average salary by contribution assumption: employee only about $781,675 at 4% or $521,117 at 6%; with 50% employer match about $521,117 at 4% or $347,411 at 6%; with 100% employer match about $390,838 at 4% or $260,558 at 6%. |
| Js Dds Pa 401(K) Plan | - | 6 | $675,459 | $63,020 | $10,503iApproximate average salary by contribution assumption: employee only about $262,583 at 4% or $175,056 at 6%; with 50% employer match about $175,056 at 4% or $116,704 at 6%; with 100% employer match about $131,292 at 4% or $87,528 at 6%. |
| JOSEPH S. SON, D.D.S., P.A. CASH BALANCE PENSION PLAN | - | 5 | $381,741 | $124,582 | $24,916iApproximate average salary by contribution assumption: employee only about $622,910 at 4% or $415,273 at 6%; with 50% employer match about $415,273 at 4% or $276,849 at 6%; with 100% employer match about $311,455 at 4% or $207,637 at 6%. |
| 2019 | 2 | 6 | $776,542 | $194,282 | $32,380iApproximate average salary by contribution assumption: employee only about $809,508 at 4% or $539,672 at 6%; with 50% employer match about $539,672 at 4% or $359,781 at 6%; with 100% employer match about $404,754 at 4% or $269,836 at 6%. |
| Js Dds Pa 401(K) Plan | - | 5 | $530,722 | $71,710 | $14,342iApproximate average salary by contribution assumption: employee only about $358,550 at 4% or $239,033 at 6%; with 50% employer match about $239,033 at 4% or $159,356 at 6%; with 100% employer match about $179,275 at 4% or $119,517 at 6%. |
| JOSEPH S. SON, D.D.S., P.A. CASH BALANCE PENSION PLAN | - | 6 | $245,820 | $122,572 | $20,429iApproximate average salary by contribution assumption: employee only about $510,717 at 4% or $340,478 at 6%; with 50% employer match about $340,478 at 4% or $226,985 at 6%; with 100% employer match about $255,358 at 4% or $170,239 at 6%. |
| 2018 | 2 | 5 | $490,977 | $174,606 | $34,921iApproximate average salary by contribution assumption: employee only about $873,030 at 4% or $582,020 at 6%; with 50% employer match about $582,020 at 4% or $388,013 at 6%; with 100% employer match about $436,515 at 4% or $291,010 at 6%. |
| Js Dds Pa 401(K) Plan | - | 3 | $370,477 | $54,106 | $18,035iApproximate average salary by contribution assumption: employee only about $450,883 at 4% or $300,589 at 6%; with 50% employer match about $300,589 at 4% or $200,393 at 6%; with 100% employer match about $225,442 at 4% or $150,294 at 6%. |
| JOSEPH S. SON, D.D.S., P.A. CASH BALANCE PENSION PLAN | - | 5 | $120,500 | $120,500 | $24,100iApproximate average salary by contribution assumption: employee only about $602,500 at 4% or $401,667 at 6%; with 50% employer match about $401,667 at 4% or $267,778 at 6%; with 100% employer match about $301,250 at 4% or $200,833 at 6%. |
| 2017 | 1 | 3 | $358,722 | $52,789 | $17,596iApproximate average salary by contribution assumption: employee only about $439,908 at 4% or $293,272 at 6%; with 50% employer match about $293,272 at 4% or $195,515 at 6%; with 100% employer match about $219,954 at 4% or $146,636 at 6%. |
| Js Dds Pa 401(K) Plan | - | 3 | $358,722 | $52,789 | $17,596iApproximate average salary by contribution assumption: employee only about $439,908 at 4% or $293,272 at 6%; with 50% employer match about $293,272 at 4% or $195,515 at 6%; with 100% employer match about $219,954 at 4% or $146,636 at 6%. |
| 2016 | 1 | 3 | $257,047 | $52,804 | $17,601iApproximate average salary by contribution assumption: employee only about $440,033 at 4% or $293,356 at 6%; with 50% employer match about $293,356 at 4% or $195,570 at 6%; with 100% employer match about $220,017 at 4% or $146,678 at 6%. |
| Js Dds Pa 401(K) Plan | - | 3 | $257,047 | $52,804 | $17,601iApproximate average salary by contribution assumption: employee only about $440,033 at 4% or $293,356 at 6%; with 50% employer match about $293,356 at 4% or $195,570 at 6%; with 100% employer match about $220,017 at 4% or $146,678 at 6%. |
| 2015 | 1 | 4 | $189,419 | $50,792 | $12,698iApproximate average salary by contribution assumption: employee only about $317,450 at 4% or $211,633 at 6%; with 50% employer match about $211,633 at 4% or $141,089 at 6%; with 100% employer match about $158,725 at 4% or $105,817 at 6%. |
| Js Dds Pa 401(K) Plan | - | 4 | $189,419 | $50,792 | $12,698iApproximate average salary by contribution assumption: employee only about $317,450 at 4% or $211,633 at 6%; with 50% employer match about $211,633 at 4% or $141,089 at 6%; with 100% employer match about $158,725 at 4% or $105,817 at 6%. |
| 2014 | 1 | 4 | $143,889 | $43,742 | $10,936iApproximate average salary by contribution assumption: employee only about $273,388 at 4% or $182,258 at 6%; with 50% employer match about $182,258 at 4% or $121,506 at 6%; with 100% employer match about $136,694 at 4% or $91,129 at 6%. |
| Js Dds Pa 401(K) Plan | - | 4 | $143,889 | $43,742 | $10,936iApproximate average salary by contribution assumption: employee only about $273,388 at 4% or $182,258 at 6%; with 50% employer match about $182,258 at 4% or $121,506 at 6%; with 100% employer match about $136,694 at 4% or $91,129 at 6%. |
| 2013 | 1 | 4 | $94,442 | $43,895 | $10,974iApproximate average salary by contribution assumption: employee only about $274,344 at 4% or $182,896 at 6%; with 50% employer match about $182,896 at 4% or $121,931 at 6%; with 100% employer match about $137,172 at 4% or $91,448 at 6%. |
| Js Dds Pa 401(K) Plan | - | 4 | $94,442 | $43,895 | $10,974iApproximate average salary by contribution assumption: employee only about $274,344 at 4% or $182,896 at 6%; with 50% employer match about $182,896 at 4% or $121,931 at 6%; with 100% employer match about $137,172 at 4% or $91,448 at 6%. |
| 2012 | 1 | 4 | $38,651 | $38,346 | $9,587iApproximate average salary by contribution assumption: employee only about $239,663 at 4% or $159,775 at 6%; with 50% employer match about $159,775 at 4% or $106,517 at 6%; with 100% employer match about $119,831 at 4% or $79,888 at 6%. |
| Js Dds Pa 401(K) Plan | - | 4 | $38,651 | $38,346 | $9,587iApproximate average salary by contribution assumption: employee only about $239,663 at 4% or $159,775 at 6%; with 50% employer match about $159,775 at 4% or $106,517 at 6%; with 100% employer match about $119,831 at 4% or $79,888 at 6%. |