Civic Intelligence

James Passamano Dds PC

Plan context: Savings League Basic Retirement Plan

EIN 33-0173879 • Irvine, CA • 24 filings • 7 plans

4200 Barranca ParkwayIrvine, CA 92604
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,126,407

2024 Contributions

$672,803

Historical Graphs

Total Assets Over Time

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

$1,126,407$563,204$0199920082024YearValue
$1,126,407Latest year 2024

Participants Over Time

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

1050199920082024YearValue
10Latest 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
2024210$1,126,407$672,803$67,280iApproximate average salary by contribution assumption: employee only about $1,682,008 at 4% or $1,121,338 at 6%; with 50% employer match about $1,121,338 at 4% or $747,559 at 6%; with 100% employer match about $841,004 at 4% or $560,669 at 6%.
Savings League Basic Retirement Plan-10$1,126,407$672,803$67,280iApproximate average salary by contribution assumption: employee only about $1,682,008 at 4% or $1,121,338 at 6%; with 50% employer match about $1,121,338 at 4% or $747,559 at 6%; with 100% employer match about $841,004 at 4% or $560,669 at 6%.
PASSAMANO ORTHODONTICS CASH BALANCE PLAN-0$0$0-
202328$979,570$60,215$7,527iApproximate average salary by contribution assumption: employee only about $188,172 at 4% or $125,448 at 6%; with 50% employer match about $125,448 at 4% or $83,632 at 6%; with 100% employer match about $94,086 at 4% or $62,724 at 6%.
PASSAMANO ORTHODONTICS CASH BALANCE PLAN-7$547,464$18,000$2,571iApproximate average salary by contribution assumption: employee only about $64,286 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,571 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
Savings League Basic Retirement Plan-8$432,106$42,215$5,277iApproximate average salary by contribution assumption: employee only about $131,922 at 4% or $87,948 at 6%; with 50% employer match about $87,948 at 4% or $58,632 at 6%; with 100% employer match about $65,961 at 4% or $43,974 at 6%.
202228$804,120$149,281$18,660iApproximate average salary by contribution assumption: employee only about $466,503 at 4% or $311,002 at 6%; with 50% employer match about $311,002 at 4% or $207,335 at 6%; with 100% employer match about $233,252 at 4% or $155,501 at 6%.
PASSAMANO ORTHODONTICS CASH BALANCE PLAN-8$469,620$80,500$10,063iApproximate average salary by contribution assumption: employee only about $251,563 at 4% or $167,708 at 6%; with 50% employer match about $167,708 at 4% or $111,806 at 6%; with 100% employer match about $125,781 at 4% or $83,854 at 6%.
Savings League Basic Retirement Plan-7$334,500$68,781$9,826iApproximate average salary by contribution assumption: employee only about $245,646 at 4% or $163,764 at 6%; with 50% employer match about $163,764 at 4% or $109,176 at 6%; with 100% employer match about $122,823 at 4% or $81,882 at 6%.
202126$756,101$171,694$28,616iApproximate average salary by contribution assumption: employee only about $715,392 at 4% or $476,928 at 6%; with 50% employer match about $476,928 at 4% or $317,952 at 6%; with 100% employer match about $357,696 at 4% or $238,464 at 6%.
PASSAMANO ORTHODONTICS CASH BALANCE PLAN-5$443,899$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Savings League Basic Retirement Plan-6$312,202$51,694$8,616iApproximate average salary by contribution assumption: employee only about $215,392 at 4% or $143,594 at 6%; with 50% employer match about $143,594 at 4% or $95,730 at 6%; with 100% employer match about $107,696 at 4% or $71,797 at 6%.
202025$511,692$160,708$32,142iApproximate average salary by contribution assumption: employee only about $803,540 at 4% or $535,693 at 6%; with 50% employer match about $535,693 at 4% or $357,129 at 6%; with 100% employer match about $401,770 at 4% or $267,847 at 6%.
PASSAMANO ORTHODONTICS CASH BALANCE PLAN-3$289,199$121,288$40,429iApproximate average salary by contribution assumption: employee only about $1,010,733 at 4% or $673,822 at 6%; with 50% employer match about $673,822 at 4% or $449,215 at 6%; with 100% employer match about $505,367 at 4% or $336,911 at 6%.
Savings League Basic Retirement Plan-5$222,493$39,420$7,884iApproximate average salary by contribution assumption: employee only about $197,100 at 4% or $131,400 at 6%; with 50% employer match about $131,400 at 4% or $87,600 at 6%; with 100% employer match about $98,550 at 4% or $65,700 at 6%.
201925$300,642$192,970$38,594iApproximate average salary by contribution assumption: employee only about $964,850 at 4% or $643,233 at 6%; with 50% employer match about $643,233 at 4% or $428,822 at 6%; with 100% employer match about $482,425 at 4% or $321,617 at 6%.
Savings League Basic Retirement Plan-5$155,832$54,674$10,935iApproximate average salary by contribution assumption: employee only about $273,370 at 4% or $182,247 at 6%; with 50% employer match about $182,247 at 4% or $121,498 at 6%; with 100% employer match about $136,685 at 4% or $91,123 at 6%.
PASSAMANO DENTAL CORPORATION DBA PASSAMANO ORTHODONTICS CASH BALANCE PLAN-4$144,810$138,296$34,574iApproximate average salary by contribution assumption: employee only about $864,350 at 4% or $576,233 at 6%; with 50% employer match about $576,233 at 4% or $384,156 at 6%; with 100% employer match about $432,175 at 4% or $288,117 at 6%.
201815$85,168$93,316$18,663iApproximate average salary by contribution assumption: employee only about $466,580 at 4% or $311,053 at 6%; with 50% employer match about $311,053 at 4% or $207,369 at 6%; with 100% employer match about $233,290 at 4% or $155,527 at 6%.
Savings League Basic Retirement Plan-5$85,168$93,316$18,663iApproximate average salary by contribution assumption: employee only about $466,580 at 4% or $311,053 at 6%; with 50% employer match about $311,053 at 4% or $207,369 at 6%; with 100% employer match about $233,290 at 4% or $155,527 at 6%.
201010$0$0-
Savings League Basic Retirement Plan-0$0--
200913$256,705$0-
Savings League Basic Retirement Plan-3$256,705--
200813$252,696$44,480$14,827iApproximate average salary by contribution assumption: employee only about $370,667 at 4% or $247,111 at 6%; with 50% employer match about $247,111 at 4% or $164,741 at 6%; with 100% employer match about $185,333 at 4% or $123,556 at 6%.
Savings League Basic Retirement Plan-3$252,696$44,480$14,827iApproximate average salary by contribution assumption: employee only about $370,667 at 4% or $247,111 at 6%; with 50% employer match about $247,111 at 4% or $164,741 at 6%; with 100% employer match about $185,333 at 4% or $123,556 at 6%.
200713$299,983$43,523$14,508iApproximate average salary by contribution assumption: employee only about $362,692 at 4% or $241,794 at 6%; with 50% employer match about $241,794 at 4% or $161,196 at 6%; with 100% employer match about $181,346 at 4% or $120,897 at 6%.
Savings League Basic Retirement Plan-3$299,983$43,523$14,508iApproximate average salary by contribution assumption: employee only about $362,692 at 4% or $241,794 at 6%; with 50% employer match about $241,794 at 4% or $161,196 at 6%; with 100% employer match about $181,346 at 4% or $120,897 at 6%.
200614$243,898$42,894$10,724iApproximate average salary by contribution assumption: employee only about $268,088 at 4% or $178,725 at 6%; with 50% employer match about $178,725 at 4% or $119,150 at 6%; with 100% employer match about $134,044 at 4% or $89,363 at 6%.
Savings League Basic Retirement Plan-4$243,898$42,894$10,724iApproximate average salary by contribution assumption: employee only about $268,088 at 4% or $178,725 at 6%; with 50% employer match about $178,725 at 4% or $119,150 at 6%; with 100% employer match about $134,044 at 4% or $89,363 at 6%.
200514$195,291$43,567$10,892iApproximate average salary by contribution assumption: employee only about $272,294 at 4% or $181,529 at 6%; with 50% employer match about $181,529 at 4% or $121,019 at 6%; with 100% employer match about $136,147 at 4% or $90,765 at 6%.
Savings League Basic Retirement Plan-4$195,291$43,567$10,892iApproximate average salary by contribution assumption: employee only about $272,294 at 4% or $181,529 at 6%; with 50% employer match about $181,529 at 4% or $121,019 at 6%; with 100% employer match about $136,147 at 4% or $90,765 at 6%.
200413$187,590$39,936$13,312iApproximate average salary by contribution assumption: employee only about $332,800 at 4% or $221,867 at 6%; with 50% employer match about $221,867 at 4% or $147,911 at 6%; with 100% employer match about $166,400 at 4% or $110,933 at 6%.
Savings League Basic Retirement Plan-3$187,590$39,936$13,312iApproximate average salary by contribution assumption: employee only about $332,800 at 4% or $221,867 at 6%; with 50% employer match about $221,867 at 4% or $147,911 at 6%; with 100% employer match about $166,400 at 4% or $110,933 at 6%.
200315$233,962$47,902$9,580iApproximate average salary by contribution assumption: employee only about $239,510 at 4% or $159,673 at 6%; with 50% employer match about $159,673 at 4% or $106,449 at 6%; with 100% employer match about $119,755 at 4% or $79,837 at 6%.
Savings League Basic Retirement Plan-5$233,962$47,902$9,580iApproximate average salary by contribution assumption: employee only about $239,510 at 4% or $159,673 at 6%; with 50% employer match about $159,673 at 4% or $106,449 at 6%; with 100% employer match about $119,755 at 4% or $79,837 at 6%.
200215$202,603$47,714$9,543iApproximate average salary by contribution assumption: employee only about $238,570 at 4% or $159,047 at 6%; with 50% employer match about $159,047 at 4% or $106,031 at 6%; with 100% employer match about $119,285 at 4% or $79,523 at 6%.
Savings League Basic Retirement Plan-5$202,603$47,714$9,543iApproximate average salary by contribution assumption: employee only about $238,570 at 4% or $159,047 at 6%; with 50% employer match about $159,047 at 4% or $106,031 at 6%; with 100% employer match about $119,285 at 4% or $79,523 at 6%.
200114$176,168$38,484$9,621iApproximate average salary by contribution assumption: employee only about $240,525 at 4% or $160,350 at 6%; with 50% employer match about $160,350 at 4% or $106,900 at 6%; with 100% employer match about $120,263 at 4% or $80,175 at 6%.
Savings League Basic Retirement Plan-4$176,168$38,484$9,621iApproximate average salary by contribution assumption: employee only about $240,525 at 4% or $160,350 at 6%; with 50% employer match about $160,350 at 4% or $106,900 at 6%; with 100% employer match about $120,263 at 4% or $80,175 at 6%.
199914$136,819$35,512$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.
Savings League Basic Retirement Plan-4$136,819$35,512$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.