Civic Intelligence

David L. Tassey, D.D.S. Inc.

Plan context: David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan

EIN 33-0186238 • Irvine, CA • 17 filings • 2 plans

23 BridgewoodIrvine, CA 92604
Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$1,985,049

2016 Contributions

$188,598

Historical Graphs

Total Assets Over Time

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

$1,985,049$992,525$0200320102015YearValue
$1,985,049Latest year 2015

Participants Over Time

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

950200220092015YearValue
8Latest year 2015

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
201620$0$0-
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-0$0--
DAVID L. TASSEY, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-0$0--
201528$1,985,049$188,598$23,575iApproximate average salary by contribution assumption: employee only about $589,369 at 4% or $392,913 at 6%; with 50% employer match about $392,913 at 4% or $261,942 at 6%; with 100% employer match about $294,684 at 4% or $196,456 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-8$1,864,254$67,803$8,475iApproximate average salary by contribution assumption: employee only about $211,884 at 4% or $141,256 at 6%; with 50% employer match about $141,256 at 4% or $94,171 at 6%; with 100% employer match about $105,942 at 4% or $70,628 at 6%.
DAVID L. TASSEY, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-7$120,795$120,795$17,256iApproximate average salary by contribution assumption: employee only about $431,411 at 4% or $287,607 at 6%; with 50% employer match about $287,607 at 4% or $191,738 at 6%; with 100% employer match about $215,705 at 4% or $143,804 at 6%.
201417$1,744,397$92,879$13,268iApproximate average salary by contribution assumption: employee only about $331,711 at 4% or $221,140 at 6%; with 50% employer match about $221,140 at 4% or $147,427 at 6%; with 100% employer match about $165,855 at 4% or $110,570 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-7$1,744,397$92,879$13,268iApproximate average salary by contribution assumption: employee only about $331,711 at 4% or $221,140 at 6%; with 50% employer match about $221,140 at 4% or $147,427 at 6%; with 100% employer match about $165,855 at 4% or $110,570 at 6%.
201317$1,550,683$96,275$13,754iApproximate average salary by contribution assumption: employee only about $343,839 at 4% or $229,226 at 6%; with 50% employer match about $229,226 at 4% or $152,817 at 6%; with 100% employer match about $171,920 at 4% or $114,613 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-7$1,550,683$96,275$13,754iApproximate average salary by contribution assumption: employee only about $343,839 at 4% or $229,226 at 6%; with 50% employer match about $229,226 at 4% or $152,817 at 6%; with 100% employer match about $171,920 at 4% or $114,613 at 6%.
201218$1,439,425$90,751$11,344iApproximate average salary by contribution assumption: employee only about $283,597 at 4% or $189,065 at 6%; with 50% employer match about $189,065 at 4% or $126,043 at 6%; with 100% employer match about $141,798 at 4% or $94,532 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-8$1,439,425$90,751$11,344iApproximate average salary by contribution assumption: employee only about $283,597 at 4% or $189,065 at 6%; with 50% employer match about $189,065 at 4% or $126,043 at 6%; with 100% employer match about $141,798 at 4% or $94,532 at 6%.
201118$1,198,929$78,045$9,756iApproximate average salary by contribution assumption: employee only about $243,891 at 4% or $162,594 at 6%; with 50% employer match about $162,594 at 4% or $108,396 at 6%; with 100% employer match about $121,945 at 4% or $81,297 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-8$1,198,929$78,045$9,756iApproximate average salary by contribution assumption: employee only about $243,891 at 4% or $162,594 at 6%; with 50% employer match about $162,594 at 4% or $108,396 at 6%; with 100% employer match about $121,945 at 4% or $81,297 at 6%.
201019$1,241,494$110,454$12,273iApproximate average salary by contribution assumption: employee only about $306,817 at 4% or $204,544 at 6%; with 50% employer match about $204,544 at 4% or $136,363 at 6%; with 100% employer match about $153,408 at 4% or $102,272 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-9$1,241,494$110,454$12,273iApproximate average salary by contribution assumption: employee only about $306,817 at 4% or $204,544 at 6%; with 50% employer match about $204,544 at 4% or $136,363 at 6%; with 100% employer match about $153,408 at 4% or $102,272 at 6%.
200917$1,022,931$90,235$12,891iApproximate average salary by contribution assumption: employee only about $322,268 at 4% or $214,845 at 6%; with 50% employer match about $214,845 at 4% or $143,230 at 6%; with 100% employer match about $161,134 at 4% or $107,423 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-7$1,022,931$90,235$12,891iApproximate average salary by contribution assumption: employee only about $322,268 at 4% or $214,845 at 6%; with 50% employer match about $214,845 at 4% or $143,230 at 6%; with 100% employer match about $161,134 at 4% or $107,423 at 6%.
200817$818,788$94,723$13,532iApproximate average salary by contribution assumption: employee only about $338,296 at 4% or $225,531 at 6%; with 50% employer match about $225,531 at 4% or $150,354 at 6%; with 100% employer match about $169,148 at 4% or $112,765 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-7$818,788$94,723$13,532iApproximate average salary by contribution assumption: employee only about $338,296 at 4% or $225,531 at 6%; with 50% employer match about $225,531 at 4% or $150,354 at 6%; with 100% employer match about $169,148 at 4% or $112,765 at 6%.
200717$0$0-
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-7---
200618$725,444$106,199$13,275iApproximate average salary by contribution assumption: employee only about $331,872 at 4% or $221,248 at 6%; with 50% employer match about $221,248 at 4% or $147,499 at 6%; with 100% employer match about $165,936 at 4% or $110,624 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-8$725,444$106,199$13,275iApproximate average salary by contribution assumption: employee only about $331,872 at 4% or $221,248 at 6%; with 50% employer match about $221,248 at 4% or $147,499 at 6%; with 100% employer match about $165,936 at 4% or $110,624 at 6%.
200519$618,187$133,575$14,842iApproximate average salary by contribution assumption: employee only about $371,042 at 4% or $247,361 at 6%; with 50% employer match about $247,361 at 4% or $164,907 at 6%; with 100% employer match about $185,521 at 4% or $123,681 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-9$618,187$133,575$14,842iApproximate average salary by contribution assumption: employee only about $371,042 at 4% or $247,361 at 6%; with 50% employer match about $247,361 at 4% or $164,907 at 6%; with 100% employer match about $185,521 at 4% or $123,681 at 6%.
200419$492,271$121,338$13,482iApproximate average salary by contribution assumption: employee only about $337,050 at 4% or $224,700 at 6%; with 50% employer match about $224,700 at 4% or $149,800 at 6%; with 100% employer match about $168,525 at 4% or $112,350 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-9$492,271$121,338$13,482iApproximate average salary by contribution assumption: employee only about $337,050 at 4% or $224,700 at 6%; with 50% employer match about $224,700 at 4% or $149,800 at 6%; with 100% employer match about $168,525 at 4% or $112,350 at 6%.
200319$212,227$68,333$7,593iApproximate average salary by contribution assumption: employee only about $189,814 at 4% or $126,543 at 6%; with 50% employer match about $126,543 at 4% or $84,362 at 6%; with 100% employer match about $94,907 at 4% or $63,271 at 6%.
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-9$212,227$68,333$7,593iApproximate average salary by contribution assumption: employee only about $189,814 at 4% or $126,543 at 6%; with 50% employer match about $126,543 at 4% or $84,362 at 6%; with 100% employer match about $94,907 at 4% or $63,271 at 6%.
200218$0$0-
David L. Tassey, D.D.S. Inc. 401K Profit Sharing Plan-8---