Civic Intelligence

Lloyd Marcum D.D.S., Inc.

Plan context: Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan

EIN 33-0267807 • San Luis Obispo, CA • 17 filings • 3 plans

1129 Pacific StreetSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$4,053,677

2022 Contributions

$84,833

Historical Graphs

Total Assets Over Time

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

$4,053,677$2,026,839$0200620142021YearValue
$4,053,677Latest year 2021

Participants Over Time

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

740200620142021YearValue
7Latest year 2021

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
202210$0$0-
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-0$0$0-
202117$4,053,677$84,833$12,119iApproximate average salary by contribution assumption: employee only about $302,975 at 4% or $201,983 at 6%; with 50% employer match about $201,983 at 4% or $134,656 at 6%; with 100% employer match about $151,488 at 4% or $100,992 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-7$4,053,677$84,833$12,119iApproximate average salary by contribution assumption: employee only about $302,975 at 4% or $201,983 at 6%; with 50% employer match about $201,983 at 4% or $134,656 at 6%; with 100% employer match about $151,488 at 4% or $100,992 at 6%.
202017$3,275,115$83,755$11,965iApproximate average salary by contribution assumption: employee only about $299,125 at 4% or $199,417 at 6%; with 50% employer match about $199,417 at 4% or $132,944 at 6%; with 100% employer match about $149,563 at 4% or $99,708 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-7$3,275,115$83,755$11,965iApproximate average salary by contribution assumption: employee only about $299,125 at 4% or $199,417 at 6%; with 50% employer match about $199,417 at 4% or $132,944 at 6%; with 100% employer match about $149,563 at 4% or $99,708 at 6%.
201916$2,566,993$75,872$12,645iApproximate average salary by contribution assumption: employee only about $316,133 at 4% or $210,756 at 6%; with 50% employer match about $210,756 at 4% or $140,504 at 6%; with 100% employer match about $158,067 at 4% or $105,378 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-6$2,566,993$75,872$12,645iApproximate average salary by contribution assumption: employee only about $316,133 at 4% or $210,756 at 6%; with 50% employer match about $210,756 at 4% or $140,504 at 6%; with 100% employer match about $158,067 at 4% or $105,378 at 6%.
201816$1,870,404$76,999$12,833iApproximate average salary by contribution assumption: employee only about $320,829 at 4% or $213,886 at 6%; with 50% employer match about $213,886 at 4% or $142,591 at 6%; with 100% employer match about $160,415 at 4% or $106,943 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-6$1,870,404$76,999$12,833iApproximate average salary by contribution assumption: employee only about $320,829 at 4% or $213,886 at 6%; with 50% employer match about $213,886 at 4% or $142,591 at 6%; with 100% employer match about $160,415 at 4% or $106,943 at 6%.
201715$1,917,574$71,584$14,317iApproximate average salary by contribution assumption: employee only about $357,920 at 4% or $238,613 at 6%; with 50% employer match about $238,613 at 4% or $159,076 at 6%; with 100% employer match about $178,960 at 4% or $119,307 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-5$1,917,574$71,584$14,317iApproximate average salary by contribution assumption: employee only about $357,920 at 4% or $238,613 at 6%; with 50% employer match about $238,613 at 4% or $159,076 at 6%; with 100% employer match about $178,960 at 4% or $119,307 at 6%.
201615$1,580,656$77,205$15,441iApproximate average salary by contribution assumption: employee only about $386,025 at 4% or $257,350 at 6%; with 50% employer match about $257,350 at 4% or $171,567 at 6%; with 100% employer match about $193,013 at 4% or $128,675 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-5$1,580,656$77,205$15,441iApproximate average salary by contribution assumption: employee only about $386,025 at 4% or $257,350 at 6%; with 50% employer match about $257,350 at 4% or $171,567 at 6%; with 100% employer match about $193,013 at 4% or $128,675 at 6%.
201514$1,426,732$69,568$17,392iApproximate average salary by contribution assumption: employee only about $434,800 at 4% or $289,867 at 6%; with 50% employer match about $289,867 at 4% or $193,244 at 6%; with 100% employer match about $217,400 at 4% or $144,933 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-4$1,426,732$69,568$17,392iApproximate average salary by contribution assumption: employee only about $434,800 at 4% or $289,867 at 6%; with 50% employer match about $289,867 at 4% or $193,244 at 6%; with 100% employer match about $217,400 at 4% or $144,933 at 6%.
201413$1,383,771$68,946$22,982iApproximate average salary by contribution assumption: employee only about $574,550 at 4% or $383,033 at 6%; with 50% employer match about $383,033 at 4% or $255,356 at 6%; with 100% employer match about $287,275 at 4% or $191,517 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-3$1,383,771$68,946$22,982iApproximate average salary by contribution assumption: employee only about $574,550 at 4% or $383,033 at 6%; with 50% employer match about $383,033 at 4% or $255,356 at 6%; with 100% employer match about $287,275 at 4% or $191,517 at 6%.
201314$1,280,973$71,208$17,802iApproximate average salary by contribution assumption: employee only about $445,050 at 4% or $296,700 at 6%; with 50% employer match about $296,700 at 4% or $197,800 at 6%; with 100% employer match about $222,525 at 4% or $148,350 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-4$1,280,973$71,208$17,802iApproximate average salary by contribution assumption: employee only about $445,050 at 4% or $296,700 at 6%; with 50% employer match about $296,700 at 4% or $197,800 at 6%; with 100% employer match about $222,525 at 4% or $148,350 at 6%.
201215$968,637$74,100$14,820iApproximate average salary by contribution assumption: employee only about $370,500 at 4% or $247,000 at 6%; with 50% employer match about $247,000 at 4% or $164,667 at 6%; with 100% employer match about $185,250 at 4% or $123,500 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-5$968,637$74,100$14,820iApproximate average salary by contribution assumption: employee only about $370,500 at 4% or $247,000 at 6%; with 50% employer match about $247,000 at 4% or $164,667 at 6%; with 100% employer match about $185,250 at 4% or $123,500 at 6%.
201115$822,576$70,566$14,113iApproximate average salary by contribution assumption: employee only about $352,830 at 4% or $235,220 at 6%; with 50% employer match about $235,220 at 4% or $156,813 at 6%; with 100% employer match about $176,415 at 4% or $117,610 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-5$822,576$70,566$14,113iApproximate average salary by contribution assumption: employee only about $352,830 at 4% or $235,220 at 6%; with 50% employer match about $235,220 at 4% or $156,813 at 6%; with 100% employer match about $176,415 at 4% or $117,610 at 6%.
201015$841,348$73,369$14,674iApproximate average salary by contribution assumption: employee only about $366,845 at 4% or $244,563 at 6%; with 50% employer match about $244,563 at 4% or $163,042 at 6%; with 100% employer match about $183,423 at 4% or $122,282 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-5$841,348$73,369$14,674iApproximate average salary by contribution assumption: employee only about $366,845 at 4% or $244,563 at 6%; with 50% employer match about $244,563 at 4% or $163,042 at 6%; with 100% employer match about $183,423 at 4% or $122,282 at 6%.
200915$786,019$68,161$13,632iApproximate average salary by contribution assumption: employee only about $340,805 at 4% or $227,203 at 6%; with 50% employer match about $227,203 at 4% or $151,469 at 6%; with 100% employer match about $170,403 at 4% or $113,602 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-5$786,019$68,161$13,632iApproximate average salary by contribution assumption: employee only about $340,805 at 4% or $227,203 at 6%; with 50% employer match about $227,203 at 4% or $151,469 at 6%; with 100% employer match about $170,403 at 4% or $113,602 at 6%.
200815$611,287$60,108$12,022iApproximate average salary by contribution assumption: employee only about $300,540 at 4% or $200,360 at 6%; with 50% employer match about $200,360 at 4% or $133,573 at 6%; with 100% employer match about $150,270 at 4% or $100,180 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-5$611,287$60,108$12,022iApproximate average salary by contribution assumption: employee only about $300,540 at 4% or $200,360 at 6%; with 50% employer match about $200,360 at 4% or $133,573 at 6%; with 100% employer match about $150,270 at 4% or $100,180 at 6%.
200715$0$0-
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-5---
200617$1,003,045$64,641$9,234iApproximate average salary by contribution assumption: employee only about $230,861 at 4% or $153,907 at 6%; with 50% employer match about $153,907 at 4% or $102,605 at 6%; with 100% employer match about $115,430 at 4% or $76,954 at 6%.
Lloyd Marcum, D.D.S. Inc. Profit Sharing Plan-7$1,003,045$64,641$9,234iApproximate average salary by contribution assumption: employee only about $230,861 at 4% or $153,907 at 6%; with 50% employer match about $153,907 at 4% or $102,605 at 6%; with 100% employer match about $115,430 at 4% or $76,954 at 6%.