Civic Intelligence

Michael W. Long, D.D.S. Inc.

Plan context: Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan

EIN 33-0182089 • Tustin, CA • 33 filings • 5 plans

Thomas And Fees Pension Service511 E FirstTustin, CA 92780-3333
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,647,914

2023 Contributions

$62,301

Historical Graphs

Total Assets Over Time

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

$2,114,000$1,057,000$0199920142022YearValue
$1,647,914Latest year 2022

Participants Over Time

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

1470199920112022YearValue
2Latest year 2022

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
202310$0$0-
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-0---
202212$1,647,914$0-
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-2$1,647,914--
202112$1,685,097$0-
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-2$1,685,097--
202012$2,026,189$0-
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-2$2,026,189--
2019111$2,114,000$62,301$5,664iApproximate average salary by contribution assumption: employee only about $141,593 at 4% or $94,395 at 6%; with 50% employer match about $94,395 at 4% or $62,930 at 6%; with 100% employer match about $70,797 at 4% or $47,198 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-11$2,114,000$62,301$5,664iApproximate average salary by contribution assumption: employee only about $141,593 at 4% or $94,395 at 6%; with 50% employer match about $94,395 at 4% or $62,930 at 6%; with 100% employer match about $70,797 at 4% or $47,198 at 6%.
2018113$2,094,717$65,602$5,046iApproximate average salary by contribution assumption: employee only about $126,158 at 4% or $84,105 at 6%; with 50% employer match about $84,105 at 4% or $56,070 at 6%; with 100% employer match about $63,079 at 4% or $42,053 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-13$2,094,717$65,602$5,046iApproximate average salary by contribution assumption: employee only about $126,158 at 4% or $84,105 at 6%; with 50% employer match about $84,105 at 4% or $56,070 at 6%; with 100% employer match about $63,079 at 4% or $42,053 at 6%.
2017113$2,012,032$63,249$4,865iApproximate average salary by contribution assumption: employee only about $121,633 at 4% or $81,088 at 6%; with 50% employer match about $81,088 at 4% or $54,059 at 6%; with 100% employer match about $60,816 at 4% or $40,544 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-13$2,012,032$63,249$4,865iApproximate average salary by contribution assumption: employee only about $121,633 at 4% or $81,088 at 6%; with 50% employer match about $81,088 at 4% or $54,059 at 6%; with 100% employer match about $60,816 at 4% or $40,544 at 6%.
2016113$1,948,525$77,861$5,989iApproximate average salary by contribution assumption: employee only about $149,733 at 4% or $99,822 at 6%; with 50% employer match about $99,822 at 4% or $66,548 at 6%; with 100% employer match about $74,866 at 4% or $49,911 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-13$1,948,525$77,861$5,989iApproximate average salary by contribution assumption: employee only about $149,733 at 4% or $99,822 at 6%; with 50% employer match about $99,822 at 4% or $66,548 at 6%; with 100% employer match about $74,866 at 4% or $49,911 at 6%.
2015113$1,883,378$78,948$6,073iApproximate average salary by contribution assumption: employee only about $151,823 at 4% or $101,215 at 6%; with 50% employer match about $101,215 at 4% or $67,477 at 6%; with 100% employer match about $75,912 at 4% or $50,608 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-13$1,883,378$78,948$6,073iApproximate average salary by contribution assumption: employee only about $151,823 at 4% or $101,215 at 6%; with 50% employer match about $101,215 at 4% or $67,477 at 6%; with 100% employer match about $75,912 at 4% or $50,608 at 6%.
2014113$1,770,967$65,500$5,038iApproximate average salary by contribution assumption: employee only about $125,962 at 4% or $83,974 at 6%; with 50% employer match about $83,974 at 4% or $55,983 at 6%; with 100% employer match about $62,981 at 4% or $41,987 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-13$1,770,967$65,500$5,038iApproximate average salary by contribution assumption: employee only about $125,962 at 4% or $83,974 at 6%; with 50% employer match about $83,974 at 4% or $55,983 at 6%; with 100% employer match about $62,981 at 4% or $41,987 at 6%.
2013114$1,637,258$62,625$4,473iApproximate average salary by contribution assumption: employee only about $111,830 at 4% or $74,554 at 6%; with 50% employer match about $74,554 at 4% or $49,702 at 6%; with 100% employer match about $55,915 at 4% or $37,277 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-14$1,637,258$62,625$4,473iApproximate average salary by contribution assumption: employee only about $111,830 at 4% or $74,554 at 6%; with 50% employer match about $74,554 at 4% or $49,702 at 6%; with 100% employer match about $55,915 at 4% or $37,277 at 6%.
2012110$1,576,881$57,072$5,707iApproximate average salary by contribution assumption: employee only about $142,680 at 4% or $95,120 at 6%; with 50% employer match about $95,120 at 4% or $63,413 at 6%; with 100% employer match about $71,340 at 4% or $47,560 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-10$1,576,881$57,072$5,707iApproximate average salary by contribution assumption: employee only about $142,680 at 4% or $95,120 at 6%; with 50% employer match about $95,120 at 4% or $63,413 at 6%; with 100% employer match about $71,340 at 4% or $47,560 at 6%.
201118$1,518,019$72,303$9,038iApproximate average salary by contribution assumption: employee only about $225,947 at 4% or $150,631 at 6%; with 50% employer match about $150,631 at 4% or $100,421 at 6%; with 100% employer match about $112,973 at 4% or $75,316 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-8$1,518,019$72,303$9,038iApproximate average salary by contribution assumption: employee only about $225,947 at 4% or $150,631 at 6%; with 50% employer match about $150,631 at 4% or $100,421 at 6%; with 100% employer match about $112,973 at 4% or $75,316 at 6%.
201028$1,208,607$49,278$6,160iApproximate average salary by contribution assumption: employee only about $153,994 at 4% or $102,663 at 6%; with 50% employer match about $102,663 at 4% or $68,442 at 6%; with 100% employer match about $76,997 at 4% or $51,331 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-8$1,208,607$49,278$6,160iApproximate average salary by contribution assumption: employee only about $153,994 at 4% or $102,663 at 6%; with 50% employer match about $102,663 at 4% or $68,442 at 6%; with 100% employer match about $76,997 at 4% or $51,331 at 6%.
MICHAEL W. LONG, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
2009210$1,164,760$49,000$4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-10$953,353$49,000$4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%.
MICHAEL W. LONG, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-8$211,407--
200828$0$0-
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-8---
MICHAEL W. LONG, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-8---
200727$0$0-
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-7---
MICHAEL W. LONG, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-7---
200627$1,234,603$101,750$14,536iApproximate average salary by contribution assumption: employee only about $363,393 at 4% or $242,262 at 6%; with 50% employer match about $242,262 at 4% or $161,508 at 6%; with 100% employer match about $181,696 at 4% or $121,131 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-7$1,020,541$87,160$12,451iApproximate average salary by contribution assumption: employee only about $311,286 at 4% or $207,524 at 6%; with 50% employer match about $207,524 at 4% or $138,349 at 6%; with 100% employer match about $155,643 at 4% or $103,762 at 6%.
MICHAEL W. LONG, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-7$214,062$14,590$2,084iApproximate average salary by contribution assumption: employee only about $52,107 at 4% or $34,738 at 6%; with 50% employer match about $34,738 at 4% or $23,159 at 6%; with 100% employer match about $26,054 at 4% or $17,369 at 6%.
200537$1,000,316$884,188$126,313iApproximate average salary by contribution assumption: employee only about $3,157,814 at 4% or $2,105,210 at 6%; with 50% employer match about $2,105,210 at 4% or $1,403,473 at 6%; with 100% employer match about $1,578,907 at 4% or $1,052,605 at 6%.
Michael W. Long, D.D.S. Inc. 401K Profit Sharing Plan-7$824,181$824,181$117,740iApproximate average salary by contribution assumption: employee only about $2,943,504 at 4% or $1,962,336 at 6%; with 50% employer match about $1,962,336 at 4% or $1,308,224 at 6%; with 100% employer match about $1,471,752 at 4% or $981,168 at 6%.
MICHAEL W. LONG, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-7$176,135$60,007$8,572iApproximate average salary by contribution assumption: employee only about $214,311 at 4% or $142,874 at 6%; with 50% employer match about $142,874 at 4% or $95,249 at 6%; with 100% employer match about $107,155 at 4% or $71,437 at 6%.
Michael W. Long, D.D.S. Inc. Cash Balance Pension Plan-0---
200428$890,729$119,985$14,998iApproximate average salary by contribution assumption: employee only about $374,953 at 4% or $249,969 at 6%; with 50% employer match about $249,969 at 4% or $166,646 at 6%; with 100% employer match about $187,477 at 4% or $124,984 at 6%.
Michael W. Long, D.D.S. Inc. Cash Balance Pension Plan-8$770,744--
MICHAEL W. LONG, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-5$119,985$119,985$23,997iApproximate average salary by contribution assumption: employee only about $599,925 at 4% or $399,950 at 6%; with 50% employer match about $399,950 at 4% or $266,633 at 6%; with 100% employer match about $299,963 at 4% or $199,975 at 6%.
200317$0$0-
Michael W. Long, D.D.S. Inc. Cash Balance Pension Plan-7---
200215$0$0-
Michael W. Long, D.D.S. Inc. Cash Balance Pension Plan-5---
200116$0$0-
Michael W. Long, D.D.S. Inc. Cash Balance Pension Plan-6---
200015$0$0-
Michael W. Long, D.D.S. Inc. Cash Balance Pension Plan-5---
199917$551,902$47,260$6,751iApproximate average salary by contribution assumption: employee only about $168,786 at 4% or $112,524 at 6%; with 50% employer match about $112,524 at 4% or $75,016 at 6%; with 100% employer match about $84,393 at 4% or $56,262 at 6%.
Michael W. Long, D.D.S. Inc. Cash Balance Pension Plan-7$551,902$47,260$6,751iApproximate average salary by contribution assumption: employee only about $168,786 at 4% or $112,524 at 6%; with 50% employer match about $112,524 at 4% or $75,016 at 6%; with 100% employer match about $84,393 at 4% or $56,262 at 6%.