Richard S. Mowry, D. M. D.
Plan context: Richard S. Mowry, D.M.D. Profit Sharing Plan
EIN 33-0301412 • Chula Vista, CA • 38 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$4,236,145
2023 Contributions
$83,330
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 6 | $4,236,145 | $83,330 | $13,888iApproximate average salary by contribution assumption: employee only about $347,208 at 4% or $231,472 at 6%; with 50% employer match about $231,472 at 4% or $154,315 at 6%; with 100% employer match about $173,604 at 4% or $115,736 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 6 | $4,236,145 | $83,330 | $13,888iApproximate average salary by contribution assumption: employee only about $347,208 at 4% or $231,472 at 6%; with 50% employer match about $231,472 at 4% or $154,315 at 6%; with 100% employer match about $173,604 at 4% or $115,736 at 6%. |
| 2022 | 1 | 6 | $3,694,345 | $80,991 | $13,499iApproximate average salary by contribution assumption: employee only about $337,463 at 4% or $224,975 at 6%; with 50% employer match about $224,975 at 4% or $149,983 at 6%; with 100% employer match about $168,731 at 4% or $112,488 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 6 | $3,694,345 | $80,991 | $13,499iApproximate average salary by contribution assumption: employee only about $337,463 at 4% or $224,975 at 6%; with 50% employer match about $224,975 at 4% or $149,983 at 6%; with 100% employer match about $168,731 at 4% or $112,488 at 6%. |
| 2021 | 1 | 6 | $4,016,583 | $80,740 | $13,457iApproximate average salary by contribution assumption: employee only about $336,417 at 4% or $224,278 at 6%; with 50% employer match about $224,278 at 4% or $149,519 at 6%; with 100% employer match about $168,208 at 4% or $112,139 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 6 | $4,016,583 | $80,740 | $13,457iApproximate average salary by contribution assumption: employee only about $336,417 at 4% or $224,278 at 6%; with 50% employer match about $224,278 at 4% or $149,519 at 6%; with 100% employer match about $168,208 at 4% or $112,139 at 6%. |
| 2020 | 1 | 6 | $3,663,064 | $79,388 | $13,231iApproximate average salary by contribution assumption: employee only about $330,783 at 4% or $220,522 at 6%; with 50% employer match about $220,522 at 4% or $147,015 at 6%; with 100% employer match about $165,392 at 4% or $110,261 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 6 | $3,663,064 | $79,388 | $13,231iApproximate average salary by contribution assumption: employee only about $330,783 at 4% or $220,522 at 6%; with 50% employer match about $220,522 at 4% or $147,015 at 6%; with 100% employer match about $165,392 at 4% or $110,261 at 6%. |
| 2019 | 1 | 5 | $3,319,898 | $70,943 | $14,189iApproximate average salary by contribution assumption: employee only about $354,715 at 4% or $236,477 at 6%; with 50% employer match about $236,477 at 4% or $157,651 at 6%; with 100% employer match about $177,358 at 4% or $118,238 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 5 | $3,319,898 | $70,943 | $14,189iApproximate average salary by contribution assumption: employee only about $354,715 at 4% or $236,477 at 6%; with 50% employer match about $236,477 at 4% or $157,651 at 6%; with 100% employer match about $177,358 at 4% or $118,238 at 6%. |
| 2018 | 2 | 6 | $2,914,858 | $2,808,641 | $468,107iApproximate average salary by contribution assumption: employee only about $11,702,671 at 4% or $7,801,781 at 6%; with 50% employer match about $7,801,781 at 4% or $5,201,187 at 6%; with 100% employer match about $5,851,335 at 4% or $3,900,890 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 6 | $2,914,858 | $2,808,641 | $468,107iApproximate average salary by contribution assumption: employee only about $11,702,671 at 4% or $7,801,781 at 6%; with 50% employer match about $7,801,781 at 4% or $5,201,187 at 6%; with 100% employer match about $5,851,335 at 4% or $3,900,890 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 0 | $0 | $0 | - |
| 2017 | 2 | 3 | $3,192,076 | $125,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $3,008,899 | $108,200 | $36,067iApproximate average salary by contribution assumption: employee only about $901,667 at 4% or $601,111 at 6%; with 50% employer match about $601,111 at 4% or $400,741 at 6%; with 100% employer match about $450,833 at 4% or $300,556 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 3 | $183,177 | $16,800 | $5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%. |
| 2016 | 2 | 3 | $2,833,451 | $275,824 | $91,941iApproximate average salary by contribution assumption: employee only about $2,298,533 at 4% or $1,532,356 at 6%; with 50% employer match about $1,532,356 at 4% or $1,021,570 at 6%; with 100% employer match about $1,149,267 at 4% or $766,178 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $2,679,567 | $263,300 | $87,767iApproximate average salary by contribution assumption: employee only about $2,194,167 at 4% or $1,462,778 at 6%; with 50% employer match about $1,462,778 at 4% or $975,185 at 6%; with 100% employer match about $1,097,083 at 4% or $731,389 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 2 | $153,884 | $12,524 | $6,262iApproximate average salary by contribution assumption: employee only about $156,550 at 4% or $104,367 at 6%; with 50% employer match about $104,367 at 4% or $69,578 at 6%; with 100% employer match about $78,275 at 4% or $52,183 at 6%. |
| 2015 | 2 | 3 | $2,831,592 | $304,947 | $101,649iApproximate average salary by contribution assumption: employee only about $2,541,225 at 4% or $1,694,150 at 6%; with 50% employer match about $1,694,150 at 4% or $1,129,433 at 6%; with 100% employer match about $1,270,613 at 4% or $847,075 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $2,699,716 | $293,000 | $97,667iApproximate average salary by contribution assumption: employee only about $2,441,667 at 4% or $1,627,778 at 6%; with 50% employer match about $1,627,778 at 4% or $1,085,185 at 6%; with 100% employer match about $1,220,833 at 4% or $813,889 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 3 | $131,876 | $11,947 | $3,982iApproximate average salary by contribution assumption: employee only about $99,558 at 4% or $66,372 at 6%; with 50% employer match about $66,372 at 4% or $44,248 at 6%; with 100% employer match about $49,779 at 4% or $33,186 at 6%. |
| 2014 | 2 | 3 | $2,575,637 | $237,312 | $79,104iApproximate average salary by contribution assumption: employee only about $1,977,600 at 4% or $1,318,400 at 6%; with 50% employer match about $1,318,400 at 4% or $878,933 at 6%; with 100% employer match about $988,800 at 4% or $659,200 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $2,453,564 | $222,388 | $74,129iApproximate average salary by contribution assumption: employee only about $1,853,233 at 4% or $1,235,489 at 6%; with 50% employer match about $1,235,489 at 4% or $823,659 at 6%; with 100% employer match about $926,617 at 4% or $617,744 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 3 | $122,073 | $14,924 | $4,975iApproximate average salary by contribution assumption: employee only about $124,367 at 4% or $82,911 at 6%; with 50% employer match about $82,911 at 4% or $55,274 at 6%; with 100% employer match about $62,183 at 4% or $41,456 at 6%. |
| 2013 | 2 | 3 | $3,076,687 | $230,996 | $76,999iApproximate average salary by contribution assumption: employee only about $1,924,967 at 4% or $1,283,311 at 6%; with 50% employer match about $1,283,311 at 4% or $855,541 at 6%; with 100% employer match about $962,483 at 4% or $641,656 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $2,978,023 | $220,131 | $73,377iApproximate average salary by contribution assumption: employee only about $1,834,425 at 4% or $1,222,950 at 6%; with 50% employer match about $1,222,950 at 4% or $815,300 at 6%; with 100% employer match about $917,213 at 4% or $611,475 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 3 | $98,664 | $10,865 | $3,622iApproximate average salary by contribution assumption: employee only about $90,542 at 4% or $60,361 at 6%; with 50% employer match about $60,361 at 4% or $40,241 at 6%; with 100% employer match about $45,271 at 4% or $30,181 at 6%. |
| 2012 | 2 | 3 | $2,728,455 | $223,739 | $74,580iApproximate average salary by contribution assumption: employee only about $1,864,492 at 4% or $1,242,994 at 6%; with 50% employer match about $1,242,994 at 4% or $828,663 at 6%; with 100% employer match about $932,246 at 4% or $621,497 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $2,638,881 | $210,143 | $70,048iApproximate average salary by contribution assumption: employee only about $1,751,192 at 4% or $1,167,461 at 6%; with 50% employer match about $1,167,461 at 4% or $778,307 at 6%; with 100% employer match about $875,596 at 4% or $583,731 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 3 | $89,574 | $13,596 | $4,532iApproximate average salary by contribution assumption: employee only about $113,300 at 4% or $75,533 at 6%; with 50% employer match about $75,533 at 4% or $50,356 at 6%; with 100% employer match about $56,650 at 4% or $37,767 at 6%. |
| 2011 | 2 | 3 | $2,229,829 | $212,615 | $70,872iApproximate average salary by contribution assumption: employee only about $1,771,792 at 4% or $1,181,194 at 6%; with 50% employer match about $1,181,194 at 4% or $787,463 at 6%; with 100% employer match about $885,896 at 4% or $590,597 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $2,162,189 | $198,281 | $66,094iApproximate average salary by contribution assumption: employee only about $1,652,342 at 4% or $1,101,561 at 6%; with 50% employer match about $1,101,561 at 4% or $734,374 at 6%; with 100% employer match about $826,171 at 4% or $550,781 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 3 | $67,640 | $14,334 | $4,778iApproximate average salary by contribution assumption: employee only about $119,450 at 4% or $79,633 at 6%; with 50% employer match about $79,633 at 4% or $53,089 at 6%; with 100% employer match about $59,725 at 4% or $39,817 at 6%. |
| 2010 | 2 | 3 | $2,034,763 | $217,240 | $72,413iApproximate average salary by contribution assumption: employee only about $1,810,333 at 4% or $1,206,889 at 6%; with 50% employer match about $1,206,889 at 4% or $804,593 at 6%; with 100% employer match about $905,167 at 4% or $603,444 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $1,980,585 | $202,652 | $67,551iApproximate average salary by contribution assumption: employee only about $1,688,767 at 4% or $1,125,844 at 6%; with 50% employer match about $1,125,844 at 4% or $750,563 at 6%; with 100% employer match about $844,383 at 4% or $562,922 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 3 | $54,178 | $14,588 | $4,863iApproximate average salary by contribution assumption: employee only about $121,567 at 4% or $81,044 at 6%; with 50% employer match about $81,044 at 4% or $54,030 at 6%; with 100% employer match about $60,783 at 4% or $40,522 at 6%. |
| 2009 | 2 | 3 | $1,636,821 | $209,480 | $69,827iApproximate average salary by contribution assumption: employee only about $1,745,667 at 4% or $1,163,778 at 6%; with 50% employer match about $1,163,778 at 4% or $775,852 at 6%; with 100% employer match about $872,833 at 4% or $581,889 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 2 | $1,600,253 | $193,910 | $96,955iApproximate average salary by contribution assumption: employee only about $2,423,875 at 4% or $1,615,917 at 6%; with 50% employer match about $1,615,917 at 4% or $1,077,278 at 6%; with 100% employer match about $1,211,938 at 4% or $807,958 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 3 | $36,568 | $15,570 | $5,190iApproximate average salary by contribution assumption: employee only about $129,750 at 4% or $86,500 at 6%; with 50% employer match about $86,500 at 4% or $57,667 at 6%; with 100% employer match about $64,875 at 4% or $43,250 at 6%. |
| 2008 | 2 | 2 | $18,898 | $8,667 | $4,334iApproximate average salary by contribution assumption: employee only about $108,338 at 4% or $72,225 at 6%; with 50% employer match about $72,225 at 4% or $48,150 at 6%; with 100% employer match about $54,169 at 4% or $36,113 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 2 | $18,898 | $8,667 | $4,334iApproximate average salary by contribution assumption: employee only about $108,338 at 4% or $72,225 at 6%; with 50% employer match about $72,225 at 4% or $48,150 at 6%; with 100% employer match about $54,169 at 4% or $36,113 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 2 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 2 | - | - | - |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | - | - | - |
| 2006 | 2 | 3 | $1,194,647 | $165,500 | $55,167iApproximate average salary by contribution assumption: employee only about $1,379,167 at 4% or $919,444 at 6%; with 50% employer match about $919,444 at 4% or $612,963 at 6%; with 100% employer match about $689,583 at 4% or $459,722 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $1,187,241 | $158,094 | $52,698iApproximate average salary by contribution assumption: employee only about $1,317,450 at 4% or $878,300 at 6%; with 50% employer match about $878,300 at 4% or $585,533 at 6%; with 100% employer match about $658,725 at 4% or $439,150 at 6%. |
| Richard S. Mowry, D.M.D. Profit Sharing Plan | - | 2 | $7,406 | $7,406 | $3,703iApproximate average salary by contribution assumption: employee only about $92,575 at 4% or $61,717 at 6%; with 50% employer match about $61,717 at 4% or $41,144 at 6%; with 100% employer match about $46,288 at 4% or $30,858 at 6%. |
| 2005 | 1 | 3 | $878,586 | $167,050 | $55,683iApproximate average salary by contribution assumption: employee only about $1,392,083 at 4% or $928,056 at 6%; with 50% employer match about $928,056 at 4% or $618,704 at 6%; with 100% employer match about $696,042 at 4% or $464,028 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $878,586 | $167,050 | $55,683iApproximate average salary by contribution assumption: employee only about $1,392,083 at 4% or $928,056 at 6%; with 50% employer match about $928,056 at 4% or $618,704 at 6%; with 100% employer match about $696,042 at 4% or $464,028 at 6%. |
| 2004 | 1 | 2 | $616,622 | $34,443 | $17,222iApproximate average salary by contribution assumption: employee only about $430,538 at 4% or $287,025 at 6%; with 50% employer match about $287,025 at 4% or $191,350 at 6%; with 100% employer match about $215,269 at 4% or $143,513 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 2 | $616,622 | $34,443 | $17,222iApproximate average salary by contribution assumption: employee only about $430,538 at 4% or $287,025 at 6%; with 50% employer match about $287,025 at 4% or $191,350 at 6%; with 100% employer match about $215,269 at 4% or $143,513 at 6%. |
| 2003 | 1 | 2 | $514,480 | $131,451 | $65,726iApproximate average salary by contribution assumption: employee only about $1,643,138 at 4% or $1,095,425 at 6%; with 50% employer match about $1,095,425 at 4% or $730,283 at 6%; with 100% employer match about $821,569 at 4% or $547,713 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 2 | $514,480 | $131,451 | $65,726iApproximate average salary by contribution assumption: employee only about $1,643,138 at 4% or $1,095,425 at 6%; with 50% employer match about $1,095,425 at 4% or $730,283 at 6%; with 100% employer match about $821,569 at 4% or $547,713 at 6%. |
| 2002 | 1 | 1 | $366,489 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 1 | $366,489 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2001 | 1 | 2 | $336,327 | $36,238 | $18,119iApproximate average salary by contribution assumption: employee only about $452,975 at 4% or $301,983 at 6%; with 50% employer match about $301,983 at 4% or $201,322 at 6%; with 100% employer match about $226,488 at 4% or $150,992 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 2 | $336,327 | $36,238 | $18,119iApproximate average salary by contribution assumption: employee only about $452,975 at 4% or $301,983 at 6%; with 50% employer match about $301,983 at 4% or $201,322 at 6%; with 100% employer match about $226,488 at 4% or $150,992 at 6%. |
| 2000 | 1 | 2 | $289,574 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 2 | $289,574 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 1999 | 1 | 3 | $245,476 | $30,662 | $10,221iApproximate average salary by contribution assumption: employee only about $255,517 at 4% or $170,344 at 6%; with 50% employer match about $170,344 at 4% or $113,563 at 6%; with 100% employer match about $127,758 at 4% or $85,172 at 6%. |
| Richard S. Mowry, D.M.D. Money Purchase Pension Plan and Trust | - | 3 | $245,476 | $30,662 | $10,221iApproximate average salary by contribution assumption: employee only about $255,517 at 4% or $170,344 at 6%; with 50% employer match about $170,344 at 4% or $113,563 at 6%; with 100% employer match about $127,758 at 4% or $85,172 at 6%. |