Civic Intelligence

Jonathan M. Owens DMD PC

Plan context: Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan

EIN 27-3100517 • Cartersville, GA • 11 filings • 1 plans

111 Stonewall StreetCartersville, GA 30120
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,127,072

2024 Contributions

$105,910

Historical Graphs

Total Assets Over Time

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

$1,127,072$563,536$0201420192024YearValue
$1,127,072Latest year 2024

Participants Over Time

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

1260201420192024YearValue
11Latest year 2024

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
2024111$1,127,072$105,910$9,628iApproximate average salary by contribution assumption: employee only about $240,705 at 4% or $160,470 at 6%; with 50% employer match about $160,470 at 4% or $106,980 at 6%; with 100% employer match about $120,352 at 4% or $80,235 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-11$1,127,072$105,910$9,628iApproximate average salary by contribution assumption: employee only about $240,705 at 4% or $160,470 at 6%; with 50% employer match about $160,470 at 4% or $106,980 at 6%; with 100% employer match about $120,352 at 4% or $80,235 at 6%.
2023111$886,131$106,023$9,638iApproximate average salary by contribution assumption: employee only about $240,961 at 4% or $160,641 at 6%; with 50% employer match about $160,641 at 4% or $107,094 at 6%; with 100% employer match about $120,481 at 4% or $80,320 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-11$886,131$106,023$9,638iApproximate average salary by contribution assumption: employee only about $240,961 at 4% or $160,641 at 6%; with 50% employer match about $160,641 at 4% or $107,094 at 6%; with 100% employer match about $120,481 at 4% or $80,320 at 6%.
2022111$661,856$124,264$11,297iApproximate average salary by contribution assumption: employee only about $282,418 at 4% or $188,279 at 6%; with 50% employer match about $188,279 at 4% or $125,519 at 6%; with 100% employer match about $141,209 at 4% or $94,139 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-11$661,856$124,264$11,297iApproximate average salary by contribution assumption: employee only about $282,418 at 4% or $188,279 at 6%; with 50% employer match about $188,279 at 4% or $125,519 at 6%; with 100% employer match about $141,209 at 4% or $94,139 at 6%.
2021112$719,380$84,068$7,006iApproximate average salary by contribution assumption: employee only about $175,142 at 4% or $116,761 at 6%; with 50% employer match about $116,761 at 4% or $77,841 at 6%; with 100% employer match about $87,571 at 4% or $58,381 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-12$719,380$84,068$7,006iApproximate average salary by contribution assumption: employee only about $175,142 at 4% or $116,761 at 6%; with 50% employer match about $116,761 at 4% or $77,841 at 6%; with 100% employer match about $87,571 at 4% or $58,381 at 6%.
2020111$548,964$60,489$5,499iApproximate average salary by contribution assumption: employee only about $137,475 at 4% or $91,650 at 6%; with 50% employer match about $91,650 at 4% or $61,100 at 6%; with 100% employer match about $68,738 at 4% or $45,825 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-11$548,964$60,489$5,499iApproximate average salary by contribution assumption: employee only about $137,475 at 4% or $91,650 at 6%; with 50% employer match about $91,650 at 4% or $61,100 at 6%; with 100% employer match about $68,738 at 4% or $45,825 at 6%.
2019110$399,890$58,239$5,824iApproximate average salary by contribution assumption: employee only about $145,598 at 4% or $97,065 at 6%; with 50% employer match about $97,065 at 4% or $64,710 at 6%; with 100% employer match about $72,799 at 4% or $48,533 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-10$399,890$58,239$5,824iApproximate average salary by contribution assumption: employee only about $145,598 at 4% or $97,065 at 6%; with 50% employer match about $97,065 at 4% or $64,710 at 6%; with 100% employer match about $72,799 at 4% or $48,533 at 6%.
201813$271,783$43,342$14,447iApproximate average salary by contribution assumption: employee only about $361,183 at 4% or $240,789 at 6%; with 50% employer match about $240,789 at 4% or $160,526 at 6%; with 100% employer match about $180,592 at 4% or $120,394 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-3$271,783$43,342$14,447iApproximate average salary by contribution assumption: employee only about $361,183 at 4% or $240,789 at 6%; with 50% employer match about $240,789 at 4% or $160,526 at 6%; with 100% employer match about $180,592 at 4% or $120,394 at 6%.
201713$242,805$43,329$14,443iApproximate average salary by contribution assumption: employee only about $361,075 at 4% or $240,717 at 6%; with 50% employer match about $240,717 at 4% or $160,478 at 6%; with 100% employer match about $180,538 at 4% or $120,358 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-3$242,805$43,329$14,443iApproximate average salary by contribution assumption: employee only about $361,075 at 4% or $240,717 at 6%; with 50% employer match about $240,717 at 4% or $160,478 at 6%; with 100% employer match about $180,538 at 4% or $120,358 at 6%.
201613$163,638$42,902$14,301iApproximate average salary by contribution assumption: employee only about $357,517 at 4% or $238,344 at 6%; with 50% employer match about $238,344 at 4% or $158,896 at 6%; with 100% employer match about $178,758 at 4% or $119,172 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-3$163,638$42,902$14,301iApproximate average salary by contribution assumption: employee only about $357,517 at 4% or $238,344 at 6%; with 50% employer match about $238,344 at 4% or $158,896 at 6%; with 100% employer match about $178,758 at 4% or $119,172 at 6%.
201513$112,865$61,431$20,477iApproximate average salary by contribution assumption: employee only about $511,925 at 4% or $341,283 at 6%; with 50% employer match about $341,283 at 4% or $227,522 at 6%; with 100% employer match about $255,963 at 4% or $170,642 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-3$112,865$61,431$20,477iApproximate average salary by contribution assumption: employee only about $511,925 at 4% or $341,283 at 6%; with 50% employer match about $341,283 at 4% or $227,522 at 6%; with 100% employer match about $255,963 at 4% or $170,642 at 6%.
201413$53,804$52,896$17,632iApproximate average salary by contribution assumption: employee only about $440,800 at 4% or $293,867 at 6%; with 50% employer match about $293,867 at 4% or $195,911 at 6%; with 100% employer match about $220,400 at 4% or $146,933 at 6%.
Jonathan M. Owens DMD PC 401(K) Safe Harbor Plan-3$53,804$52,896$17,632iApproximate average salary by contribution assumption: employee only about $440,800 at 4% or $293,867 at 6%; with 50% employer match about $293,867 at 4% or $195,911 at 6%; with 100% employer match about $220,400 at 4% or $146,933 at 6%.