Robert J. Moretta, D.D.S.
Plan context: Robert J. Moretta, D.D.S. 401K Plan
EIN 33-0002210 • Huntington Beach, CA • 32 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
7
2022 Assets
$4,187,918
2022 Contributions
$113,783
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $0 | - |
| Robert J. Moretta, D.D.S. Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| Robert J. Moretta, D.D.S. 401K Plan | - | 0 | $0 | - | - |
| 2021 | 2 | 7 | $4,187,918 | $113,783 | $16,255iApproximate average salary by contribution assumption: employee only about $406,368 at 4% or $270,912 at 6%; with 50% employer match about $270,912 at 4% or $180,608 at 6%; with 100% employer match about $203,184 at 4% or $135,456 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 7 | $2,253,261 | $38,783 | $5,540iApproximate average salary by contribution assumption: employee only about $138,511 at 4% or $92,340 at 6%; with 50% employer match about $92,340 at 4% or $61,560 at 6%; with 100% employer match about $69,255 at 4% or $46,170 at 6%. |
| Robert J. Moretta, D.D.S. Defined Benefit Pension Plan | - | 6 | $1,934,657 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2020 | 2 | 9 | $3,699,908 | $161,853 | $17,984iApproximate average salary by contribution assumption: employee only about $449,592 at 4% or $299,728 at 6%; with 50% employer match about $299,728 at 4% or $199,819 at 6%; with 100% employer match about $224,796 at 4% or $149,864 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 9 | $1,983,645 | $91,853 | $10,206iApproximate average salary by contribution assumption: employee only about $255,147 at 4% or $170,098 at 6%; with 50% employer match about $170,098 at 4% or $113,399 at 6%; with 100% employer match about $127,574 at 4% or $85,049 at 6%. |
| Robert J. Moretta, D.D.S. Defined Benefit Pension Plan | - | 8 | $1,716,263 | $70,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2019 | 2 | 7 | $3,107,059 | $224,330 | $32,047iApproximate average salary by contribution assumption: employee only about $801,179 at 4% or $534,119 at 6%; with 50% employer match about $534,119 at 4% or $356,079 at 6%; with 100% employer match about $400,589 at 4% or $267,060 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 7 | $1,664,404 | $59,330 | $8,476iApproximate average salary by contribution assumption: employee only about $211,893 at 4% or $141,262 at 6%; with 50% employer match about $141,262 at 4% or $94,175 at 6%; with 100% employer match about $105,946 at 4% or $70,631 at 6%. |
| Robert J. Moretta, D.D.S. Defined Benefit Pension Plan | - | 6 | $1,442,655 | $165,000 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| 2018 | 2 | 9 | $2,513,965 | $362,676 | $40,297iApproximate average salary by contribution assumption: employee only about $1,007,433 at 4% or $671,622 at 6%; with 50% employer match about $671,622 at 4% or $447,748 at 6%; with 100% employer match about $503,717 at 4% or $335,811 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 9 | $1,415,465 | $57,676 | $6,408iApproximate average salary by contribution assumption: employee only about $160,211 at 4% or $106,807 at 6%; with 50% employer match about $106,807 at 4% or $71,205 at 6%; with 100% employer match about $80,106 at 4% or $53,404 at 6%. |
| Robert J. Moretta, D.D.S. Defined Benefit Pension Plan | - | 8 | $1,098,500 | $305,000 | $38,125iApproximate average salary by contribution assumption: employee only about $953,125 at 4% or $635,417 at 6%; with 50% employer match about $635,417 at 4% or $423,611 at 6%; with 100% employer match about $476,563 at 4% or $317,708 at 6%. |
| 2017 | 2 | 9 | $2,350,928 | $349,289 | $38,810iApproximate average salary by contribution assumption: employee only about $970,247 at 4% or $646,831 at 6%; with 50% employer match about $646,831 at 4% or $431,221 at 6%; with 100% employer match about $485,124 at 4% or $323,416 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 9 | $1,489,294 | $64,965 | $7,218iApproximate average salary by contribution assumption: employee only about $180,458 at 4% or $120,306 at 6%; with 50% employer match about $120,306 at 4% or $80,204 at 6%; with 100% employer match about $90,229 at 4% or $60,153 at 6%. |
| Robert J. Moretta, D.D.S. Defined Benefit Pension Plan | - | 8 | $861,634 | $284,324 | $35,541iApproximate average salary by contribution assumption: employee only about $888,513 at 4% or $592,342 at 6%; with 50% employer match about $592,342 at 4% or $394,894 at 6%; with 100% employer match about $444,256 at 4% or $296,171 at 6%. |
| 2016 | 2 | 10 | $2,044,466 | $307,488 | $30,749iApproximate average salary by contribution assumption: employee only about $768,720 at 4% or $512,480 at 6%; with 50% employer match about $512,480 at 4% or $341,653 at 6%; with 100% employer match about $384,360 at 4% or $256,240 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 10 | $1,550,083 | $65,676 | $6,568iApproximate average salary by contribution assumption: employee only about $164,190 at 4% or $109,460 at 6%; with 50% employer match about $109,460 at 4% or $72,973 at 6%; with 100% employer match about $82,095 at 4% or $54,730 at 6%. |
| Robert J. Moretta, D.D.S. Defined Benefit Pension Plan | - | 8 | $494,383 | $241,812 | $30,227iApproximate average salary by contribution assumption: employee only about $755,663 at 4% or $503,775 at 6%; with 50% employer match about $503,775 at 4% or $335,850 at 6%; with 100% employer match about $377,831 at 4% or $251,888 at 6%. |
| 2015 | 2 | 7 | $1,626,960 | $257,883 | $36,840iApproximate average salary by contribution assumption: employee only about $921,011 at 4% or $614,007 at 6%; with 50% employer match about $614,007 at 4% or $409,338 at 6%; with 100% employer match about $460,505 at 4% or $307,004 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 7 | $1,400,427 | $31,350 | $4,479iApproximate average salary by contribution assumption: employee only about $111,964 at 4% or $74,643 at 6%; with 50% employer match about $74,643 at 4% or $49,762 at 6%; with 100% employer match about $55,982 at 4% or $37,321 at 6%. |
| Robert J. Moretta, D.D.S. Defined Benefit Pension Plan | - | 5 | $226,533 | $226,533 | $45,307iApproximate average salary by contribution assumption: employee only about $1,132,665 at 4% or $755,110 at 6%; with 50% employer match about $755,110 at 4% or $503,407 at 6%; with 100% employer match about $566,333 at 4% or $377,555 at 6%. |
| 2014 | 1 | 8 | $1,387,395 | $67,730 | $8,466iApproximate average salary by contribution assumption: employee only about $211,656 at 4% or $141,104 at 6%; with 50% employer match about $141,104 at 4% or $94,069 at 6%; with 100% employer match about $105,828 at 4% or $70,552 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 8 | $1,387,395 | $67,730 | $8,466iApproximate average salary by contribution assumption: employee only about $211,656 at 4% or $141,104 at 6%; with 50% employer match about $141,104 at 4% or $94,069 at 6%; with 100% employer match about $105,828 at 4% or $70,552 at 6%. |
| 2013 | 1 | 6 | $1,287,632 | $66,099 | $11,017iApproximate average salary by contribution assumption: employee only about $275,413 at 4% or $183,608 at 6%; with 50% employer match about $183,608 at 4% or $122,406 at 6%; with 100% employer match about $137,706 at 4% or $91,804 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 6 | $1,287,632 | $66,099 | $11,017iApproximate average salary by contribution assumption: employee only about $275,413 at 4% or $183,608 at 6%; with 50% employer match about $183,608 at 4% or $122,406 at 6%; with 100% employer match about $137,706 at 4% or $91,804 at 6%. |
| 2012 | 1 | 6 | $1,061,961 | $60,532 | $10,089iApproximate average salary by contribution assumption: employee only about $252,217 at 4% or $168,144 at 6%; with 50% employer match about $168,144 at 4% or $112,096 at 6%; with 100% employer match about $126,108 at 4% or $84,072 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 6 | $1,061,961 | $60,532 | $10,089iApproximate average salary by contribution assumption: employee only about $252,217 at 4% or $168,144 at 6%; with 50% employer match about $168,144 at 4% or $112,096 at 6%; with 100% employer match about $126,108 at 4% or $84,072 at 6%. |
| 2011 | 1 | 5 | $927,611 | $56,686 | $11,337iApproximate average salary by contribution assumption: employee only about $283,430 at 4% or $188,953 at 6%; with 50% employer match about $188,953 at 4% or $125,969 at 6%; with 100% employer match about $141,715 at 4% or $94,477 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 5 | $927,611 | $56,686 | $11,337iApproximate average salary by contribution assumption: employee only about $283,430 at 4% or $188,953 at 6%; with 50% employer match about $188,953 at 4% or $125,969 at 6%; with 100% employer match about $141,715 at 4% or $94,477 at 6%. |
| 2010 | 1 | 4 | $868,260 | $52,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 4 | $868,260 | $52,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2009 | 1 | 5 | $741,191 | $52,950 | $10,590iApproximate average salary by contribution assumption: employee only about $264,750 at 4% or $176,500 at 6%; with 50% employer match about $176,500 at 4% or $117,667 at 6%; with 100% employer match about $132,375 at 4% or $88,250 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 5 | $741,191 | $52,950 | $10,590iApproximate average salary by contribution assumption: employee only about $264,750 at 4% or $176,500 at 6%; with 50% employer match about $176,500 at 4% or $117,667 at 6%; with 100% employer match about $132,375 at 4% or $88,250 at 6%. |
| 2008 | 1 | 3 | $574,510 | $47,700 | $15,900iApproximate average salary by contribution assumption: employee only about $397,500 at 4% or $265,000 at 6%; with 50% employer match about $265,000 at 4% or $176,667 at 6%; with 100% employer match about $198,750 at 4% or $132,500 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 3 | $574,510 | $47,700 | $15,900iApproximate average salary by contribution assumption: employee only about $397,500 at 4% or $265,000 at 6%; with 50% employer match about $265,000 at 4% or $176,667 at 6%; with 100% employer match about $198,750 at 4% or $132,500 at 6%. |
| 2007 | 1 | 4 | $722,006 | $50,324 | $12,581iApproximate average salary by contribution assumption: employee only about $314,525 at 4% or $209,683 at 6%; with 50% employer match about $209,683 at 4% or $139,789 at 6%; with 100% employer match about $157,263 at 4% or $104,842 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 4 | $722,006 | $50,324 | $12,581iApproximate average salary by contribution assumption: employee only about $314,525 at 4% or $209,683 at 6%; with 50% employer match about $209,683 at 4% or $139,789 at 6%; with 100% employer match about $157,263 at 4% or $104,842 at 6%. |
| 2006 | 1 | 4 | $631,035 | $48,399 | $12,100iApproximate average salary by contribution assumption: employee only about $302,494 at 4% or $201,663 at 6%; with 50% employer match about $201,663 at 4% or $134,442 at 6%; with 100% employer match about $151,247 at 4% or $100,831 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 4 | $631,035 | $48,399 | $12,100iApproximate average salary by contribution assumption: employee only about $302,494 at 4% or $201,663 at 6%; with 50% employer match about $201,663 at 4% or $134,442 at 6%; with 100% employer match about $151,247 at 4% or $100,831 at 6%. |
| 2005 | 1 | 3 | $518,114 | $38,899 | $12,966iApproximate average salary by contribution assumption: employee only about $324,158 at 4% or $216,106 at 6%; with 50% employer match about $216,106 at 4% or $144,070 at 6%; with 100% employer match about $162,079 at 4% or $108,053 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 3 | $518,114 | $38,899 | $12,966iApproximate average salary by contribution assumption: employee only about $324,158 at 4% or $216,106 at 6%; with 50% employer match about $216,106 at 4% or $144,070 at 6%; with 100% employer match about $162,079 at 4% or $108,053 at 6%. |
| 2004 | 1 | 1 | $460,489 | $35,351 | $35,351iApproximate average salary by contribution assumption: employee only about $883,775 at 4% or $589,183 at 6%; with 50% employer match about $589,183 at 4% or $392,789 at 6%; with 100% employer match about $441,888 at 4% or $294,592 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 1 | $460,489 | $35,351 | $35,351iApproximate average salary by contribution assumption: employee only about $883,775 at 4% or $589,183 at 6%; with 50% employer match about $589,183 at 4% or $392,789 at 6%; with 100% employer match about $441,888 at 4% or $294,592 at 6%. |
| 2003 | 1 | 3 | $367,317 | $46,424 | $15,475iApproximate average salary by contribution assumption: employee only about $386,867 at 4% or $257,911 at 6%; with 50% employer match about $257,911 at 4% or $171,941 at 6%; with 100% employer match about $193,433 at 4% or $128,956 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 3 | $367,317 | $46,424 | $15,475iApproximate average salary by contribution assumption: employee only about $386,867 at 4% or $257,911 at 6%; with 50% employer match about $257,911 at 4% or $171,941 at 6%; with 100% employer match about $193,433 at 4% or $128,956 at 6%. |
| 2002 | 1 | 3 | $244,837 | $44,807 | $14,936iApproximate average salary by contribution assumption: employee only about $373,392 at 4% or $248,928 at 6%; with 50% employer match about $248,928 at 4% or $165,952 at 6%; with 100% employer match about $186,696 at 4% or $124,464 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 3 | $244,837 | $44,807 | $14,936iApproximate average salary by contribution assumption: employee only about $373,392 at 4% or $248,928 at 6%; with 50% employer match about $248,928 at 4% or $165,952 at 6%; with 100% employer match about $186,696 at 4% or $124,464 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Robert J. Moretta, D.D.S. 401K Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $304,912 | $30,378 | $15,189iApproximate average salary by contribution assumption: employee only about $379,725 at 4% or $253,150 at 6%; with 50% employer match about $253,150 at 4% or $168,767 at 6%; with 100% employer match about $189,863 at 4% or $126,575 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 2 | $304,912 | $30,378 | $15,189iApproximate average salary by contribution assumption: employee only about $379,725 at 4% or $253,150 at 6%; with 50% employer match about $253,150 at 4% or $168,767 at 6%; with 100% employer match about $189,863 at 4% or $126,575 at 6%. |
| 1999 | 1 | 2 | $288,076 | $30,393 | $15,197iApproximate average salary by contribution assumption: employee only about $379,913 at 4% or $253,275 at 6%; with 50% employer match about $253,275 at 4% or $168,850 at 6%; with 100% employer match about $189,956 at 4% or $126,638 at 6%. |
| Robert J. Moretta, D.D.S. 401K Plan | - | 2 | $288,076 | $30,393 | $15,197iApproximate average salary by contribution assumption: employee only about $379,913 at 4% or $253,275 at 6%; with 50% employer match about $253,275 at 4% or $168,850 at 6%; with 100% employer match about $189,956 at 4% or $126,638 at 6%. |