Newport Endodontic Group
Plan context: Newport Endodontics 401K Plan
EIN 33-0316969 • Newport Beach, CA • 40 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$5,150,927
2024 Contributions
$246,692
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $5,150,927 | $246,692 | $15,418iApproximate average salary by contribution assumption: employee only about $385,456 at 4% or $256,971 at 6%; with 50% employer match about $256,971 at 4% or $171,314 at 6%; with 100% employer match about $192,728 at 4% or $128,485 at 6%. |
| Newport Endodontics 401K Plan | - | 16 | $5,150,927 | $246,692 | $15,418iApproximate average salary by contribution assumption: employee only about $385,456 at 4% or $256,971 at 6%; with 50% employer match about $256,971 at 4% or $171,314 at 6%; with 100% employer match about $192,728 at 4% or $128,485 at 6%. |
| 2023 | 1 | 15 | $4,271,796 | $255,433 | $17,029iApproximate average salary by contribution assumption: employee only about $425,722 at 4% or $283,814 at 6%; with 50% employer match about $283,814 at 4% or $189,210 at 6%; with 100% employer match about $212,861 at 4% or $141,907 at 6%. |
| Newport Endodontics 401K Plan | - | 15 | $4,271,796 | $255,433 | $17,029iApproximate average salary by contribution assumption: employee only about $425,722 at 4% or $283,814 at 6%; with 50% employer match about $283,814 at 4% or $189,210 at 6%; with 100% employer match about $212,861 at 4% or $141,907 at 6%. |
| 2022 | 1 | 15 | $3,374,630 | $235,251 | $15,683iApproximate average salary by contribution assumption: employee only about $392,085 at 4% or $261,390 at 6%; with 50% employer match about $261,390 at 4% or $174,260 at 6%; with 100% employer match about $196,043 at 4% or $130,695 at 6%. |
| Newport Endodontics 401K Plan | - | 15 | $3,374,630 | $235,251 | $15,683iApproximate average salary by contribution assumption: employee only about $392,085 at 4% or $261,390 at 6%; with 50% employer match about $261,390 at 4% or $174,260 at 6%; with 100% employer match about $196,043 at 4% or $130,695 at 6%. |
| 2021 | 1 | 17 | $4,056,429 | $199,448 | $11,732iApproximate average salary by contribution assumption: employee only about $293,306 at 4% or $195,537 at 6%; with 50% employer match about $195,537 at 4% or $130,358 at 6%; with 100% employer match about $146,653 at 4% or $97,769 at 6%. |
| Newport Endodontics 401K Plan | - | 17 | $4,056,429 | $199,448 | $11,732iApproximate average salary by contribution assumption: employee only about $293,306 at 4% or $195,537 at 6%; with 50% employer match about $195,537 at 4% or $130,358 at 6%; with 100% employer match about $146,653 at 4% or $97,769 at 6%. |
| 2020 | 1 | 16 | $3,349,423 | $246,548 | $15,409iApproximate average salary by contribution assumption: employee only about $385,231 at 4% or $256,821 at 6%; with 50% employer match about $256,821 at 4% or $171,214 at 6%; with 100% employer match about $192,616 at 4% or $128,410 at 6%. |
| Newport Endodontics 401K Plan | - | 16 | $3,349,423 | $246,548 | $15,409iApproximate average salary by contribution assumption: employee only about $385,231 at 4% or $256,821 at 6%; with 50% employer match about $256,821 at 4% or $171,214 at 6%; with 100% employer match about $192,616 at 4% or $128,410 at 6%. |
| 2019 | 1 | 15 | $2,977,351 | $213,708 | $14,247iApproximate average salary by contribution assumption: employee only about $356,180 at 4% or $237,453 at 6%; with 50% employer match about $237,453 at 4% or $158,302 at 6%; with 100% employer match about $178,090 at 4% or $118,727 at 6%. |
| Newport Endodontics 401K Plan | - | 15 | $2,977,351 | $213,708 | $14,247iApproximate average salary by contribution assumption: employee only about $356,180 at 4% or $237,453 at 6%; with 50% employer match about $237,453 at 4% or $158,302 at 6%; with 100% employer match about $178,090 at 4% or $118,727 at 6%. |
| 2018 | 1 | 23 | $5,158,481 | $290,942 | $12,650iApproximate average salary by contribution assumption: employee only about $316,241 at 4% or $210,828 at 6%; with 50% employer match about $210,828 at 4% or $140,552 at 6%; with 100% employer match about $158,121 at 4% or $105,414 at 6%. |
| Newport Endodontics 401K Plan | - | 23 | $5,158,481 | $290,942 | $12,650iApproximate average salary by contribution assumption: employee only about $316,241 at 4% or $210,828 at 6%; with 50% employer match about $210,828 at 4% or $140,552 at 6%; with 100% employer match about $158,121 at 4% or $105,414 at 6%. |
| 2017 | 1 | 23 | $6,806,055 | $202,658 | $8,811iApproximate average salary by contribution assumption: employee only about $220,280 at 4% or $146,854 at 6%; with 50% employer match about $146,854 at 4% or $97,902 at 6%; with 100% employer match about $110,140 at 4% or $73,427 at 6%. |
| Newport Endodontics 401K Plan | - | 23 | $6,806,055 | $202,658 | $8,811iApproximate average salary by contribution assumption: employee only about $220,280 at 4% or $146,854 at 6%; with 50% employer match about $146,854 at 4% or $97,902 at 6%; with 100% employer match about $110,140 at 4% or $73,427 at 6%. |
| 2016 | 1 | 23 | $5,924,408 | $2,403,633 | $104,506iApproximate average salary by contribution assumption: employee only about $2,612,645 at 4% or $1,741,763 at 6%; with 50% employer match about $1,741,763 at 4% or $1,161,175 at 6%; with 100% employer match about $1,306,322 at 4% or $870,882 at 6%. |
| Newport Endodontics 401K Plan | - | 23 | $5,924,408 | $2,403,633 | $104,506iApproximate average salary by contribution assumption: employee only about $2,612,645 at 4% or $1,741,763 at 6%; with 50% employer match about $1,741,763 at 4% or $1,161,175 at 6%; with 100% employer match about $1,306,322 at 4% or $870,882 at 6%. |
| 2015 | 1 | 0 | $0 | $0 | - |
| Newport Endodontics 401K Plan | - | 0 | $0 | - | - |
| 2014 | 1 | 7 | $191,232 | $0 | - |
| Newport Endodontics 401K Plan | - | 7 | $191,232 | $0 | - |
| 2013 | 2 | 32 | $4,072,056 | $218,025 | $6,813iApproximate average salary by contribution assumption: employee only about $170,332 at 4% or $113,555 at 6%; with 50% employer match about $113,555 at 4% or $75,703 at 6%; with 100% employer match about $85,166 at 4% or $56,777 at 6%. |
| Newport Endodontics 401K Plan | - | 32 | $4,072,056 | $218,025 | $6,813iApproximate average salary by contribution assumption: employee only about $170,332 at 4% or $113,555 at 6%; with 50% employer match about $113,555 at 4% or $75,703 at 6%; with 100% employer match about $85,166 at 4% or $56,777 at 6%. |
| NEWPORT ENDODONTIC GROUP DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2012 | 2 | 31 | $6,652,165 | $534,222 | $17,233iApproximate average salary by contribution assumption: employee only about $430,824 at 4% or $287,216 at 6%; with 50% employer match about $287,216 at 4% or $191,477 at 6%; with 100% employer match about $215,412 at 4% or $143,608 at 6%. |
| NEWPORT ENDODONTIC GROUP DEFINED BENEFIT PENSION PLAN | - | 18 | $3,501,219 | $330,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Newport Endodontics 401K Plan | - | 31 | $3,150,946 | $204,222 | $6,588iApproximate average salary by contribution assumption: employee only about $164,695 at 4% or $109,797 at 6%; with 50% employer match about $109,797 at 4% or $73,198 at 6%; with 100% employer match about $82,348 at 4% or $54,898 at 6%. |
| 2011 | 2 | 32 | $5,461,175 | $482,177 | $15,068iApproximate average salary by contribution assumption: employee only about $376,701 at 4% or $251,134 at 6%; with 50% employer match about $251,134 at 4% or $167,423 at 6%; with 100% employer match about $188,350 at 4% or $125,567 at 6%. |
| NEWPORT ENDODONTIC GROUP DEFINED BENEFIT PENSION PLAN | - | 18 | $2,871,655 | $298,876 | $16,604iApproximate average salary by contribution assumption: employee only about $415,106 at 4% or $276,737 at 6%; with 50% employer match about $276,737 at 4% or $184,491 at 6%; with 100% employer match about $207,553 at 4% or $138,369 at 6%. |
| Newport Endodontics 401K Plan | - | 32 | $2,589,520 | $183,301 | $5,728iApproximate average salary by contribution assumption: employee only about $143,204 at 4% or $95,469 at 6%; with 50% employer match about $95,469 at 4% or $63,646 at 6%; with 100% employer match about $71,602 at 4% or $47,735 at 6%. |
| 2010 | 2 | 32 | $5,091,281 | $525,998 | $16,437iApproximate average salary by contribution assumption: employee only about $410,936 at 4% or $273,957 at 6%; with 50% employer match about $273,957 at 4% or $182,638 at 6%; with 100% employer match about $205,468 at 4% or $136,979 at 6%. |
| NEWPORT ENDODONTIC GROUP DEFINED BENEFIT PENSION PLAN | - | 21 | $2,547,166 | $357,308 | $17,015iApproximate average salary by contribution assumption: employee only about $425,367 at 4% or $283,578 at 6%; with 50% employer match about $283,578 at 4% or $189,052 at 6%; with 100% employer match about $212,683 at 4% or $141,789 at 6%. |
| Newport Endodontics 401K Plan | - | 32 | $2,544,115 | $168,690 | $5,272iApproximate average salary by contribution assumption: employee only about $131,789 at 4% or $87,859 at 6%; with 50% employer match about $87,859 at 4% or $58,573 at 6%; with 100% employer match about $65,895 at 4% or $43,930 at 6%. |
| 2009 | 2 | 34 | $4,182,814 | $595,310 | $17,509iApproximate average salary by contribution assumption: employee only about $437,728 at 4% or $291,819 at 6%; with 50% employer match about $291,819 at 4% or $194,546 at 6%; with 100% employer match about $218,864 at 4% or $145,909 at 6%. |
| Newport Endodontics 401K Plan | - | 34 | $2,200,664 | $295,310 | $8,686iApproximate average salary by contribution assumption: employee only about $217,140 at 4% or $144,760 at 6%; with 50% employer match about $144,760 at 4% or $96,507 at 6%; with 100% employer match about $108,570 at 4% or $72,380 at 6%. |
| NEWPORT ENDODONTIC GROUP DEFINED BENEFIT PENSION PLAN | - | 23 | $1,982,150 | $300,000 | $13,043iApproximate average salary by contribution assumption: employee only about $326,087 at 4% or $217,391 at 6%; with 50% employer match about $217,391 at 4% or $144,928 at 6%; with 100% employer match about $163,043 at 4% or $108,696 at 6%. |
| 2008 | 2 | 27 | $3,263,892 | $1,206,154 | $44,672iApproximate average salary by contribution assumption: employee only about $1,116,809 at 4% or $744,540 at 6%; with 50% employer match about $744,540 at 4% or $496,360 at 6%; with 100% employer match about $558,405 at 4% or $372,270 at 6%. |
| Newport Endodontics 401K Plan | - | 27 | $1,633,742 | $328,782 | $12,177iApproximate average salary by contribution assumption: employee only about $304,428 at 4% or $202,952 at 6%; with 50% employer match about $202,952 at 4% or $135,301 at 6%; with 100% employer match about $152,214 at 4% or $101,476 at 6%. |
| NEWPORT ENDODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST | - | 23 | $1,630,150 | $877,372 | $38,147iApproximate average salary by contribution assumption: employee only about $953,665 at 4% or $635,777 at 6%; with 50% employer match about $635,777 at 4% or $423,851 at 6%; with 100% employer match about $476,833 at 4% or $317,888 at 6%. |
| 2007 | 2 | 31 | $2,191,700 | $243,449 | $7,853iApproximate average salary by contribution assumption: employee only about $196,330 at 4% or $130,887 at 6%; with 50% employer match about $130,887 at 4% or $87,258 at 6%; with 100% employer match about $98,165 at 4% or $65,443 at 6%. |
| Newport Endodontics 401K Plan | - | 31 | $2,191,700 | $243,449 | $7,853iApproximate average salary by contribution assumption: employee only about $196,330 at 4% or $130,887 at 6%; with 50% employer match about $130,887 at 4% or $87,258 at 6%; with 100% employer match about $98,165 at 4% or $65,443 at 6%. |
| NEWPORT ENDODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST | - | 26 | - | - | - |
| 2006 | 2 | 29 | $4,535,427 | $669,892 | $23,100iApproximate average salary by contribution assumption: employee only about $577,493 at 4% or $384,995 at 6%; with 50% employer match about $384,995 at 4% or $256,664 at 6%; with 100% employer match about $288,747 at 4% or $192,498 at 6%. |
| NEWPORT ENDODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST | - | 24 | $2,677,395 | $465,565 | $19,399iApproximate average salary by contribution assumption: employee only about $484,964 at 4% or $323,309 at 6%; with 50% employer match about $323,309 at 4% or $215,539 at 6%; with 100% employer match about $242,482 at 4% or $161,655 at 6%. |
| Newport Endodontics 401K Plan | - | 29 | $1,858,032 | $204,327 | $7,046iApproximate average salary by contribution assumption: employee only about $176,144 at 4% or $117,429 at 6%; with 50% employer match about $117,429 at 4% or $78,286 at 6%; with 100% employer match about $88,072 at 4% or $58,715 at 6%. |
| 2005 | 2 | 24 | $3,802,322 | $496,691 | $20,695iApproximate average salary by contribution assumption: employee only about $517,386 at 4% or $344,924 at 6%; with 50% employer match about $344,924 at 4% or $229,950 at 6%; with 100% employer match about $258,693 at 4% or $172,462 at 6%. |
| NEWPORT ENDODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST | - | 13 | $1,960,370 | $296,021 | $22,771iApproximate average salary by contribution assumption: employee only about $569,271 at 4% or $379,514 at 6%; with 50% employer match about $379,514 at 4% or $253,009 at 6%; with 100% employer match about $284,636 at 4% or $189,757 at 6%. |
| Newport Endodontics 401K Plan | - | 24 | $1,841,952 | $200,670 | $8,361iApproximate average salary by contribution assumption: employee only about $209,031 at 4% or $139,354 at 6%; with 50% employer match about $139,354 at 4% or $92,903 at 6%; with 100% employer match about $104,516 at 4% or $69,677 at 6%. |
| 2004 | 2 | 24 | $3,060,578 | $498,632 | $20,776iApproximate average salary by contribution assumption: employee only about $519,408 at 4% or $346,272 at 6%; with 50% employer match about $346,272 at 4% or $230,848 at 6%; with 100% employer match about $259,704 at 4% or $173,136 at 6%. |
| Newport Endodontics 401K Plan | - | 24 | $1,547,795 | $206,786 | $8,616iApproximate average salary by contribution assumption: employee only about $215,402 at 4% or $143,601 at 6%; with 50% employer match about $143,601 at 4% or $95,734 at 6%; with 100% employer match about $107,701 at 4% or $71,801 at 6%. |
| NEWPORT ENDODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST | - | 18 | $1,512,783 | $291,846 | $16,214iApproximate average salary by contribution assumption: employee only about $405,342 at 4% or $270,228 at 6%; with 50% employer match about $270,228 at 4% or $180,152 at 6%; with 100% employer match about $202,671 at 4% or $135,114 at 6%. |
| 2003 | 2 | 27 | $2,344,409 | $449,032 | $16,631iApproximate average salary by contribution assumption: employee only about $415,770 at 4% or $277,180 at 6%; with 50% employer match about $277,180 at 4% or $184,787 at 6%; with 100% employer match about $207,885 at 4% or $138,590 at 6%. |
| Newport Endodontics 401K Plan | - | 27 | $1,254,021 | $144,748 | $5,361iApproximate average salary by contribution assumption: employee only about $134,026 at 4% or $89,351 at 6%; with 50% employer match about $89,351 at 4% or $59,567 at 6%; with 100% employer match about $67,013 at 4% or $44,675 at 6%. |
| NEWPORT ENDODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST | - | 20 | $1,090,388 | $304,284 | $15,214iApproximate average salary by contribution assumption: employee only about $380,355 at 4% or $253,570 at 6%; with 50% employer match about $253,570 at 4% or $169,047 at 6%; with 100% employer match about $190,178 at 4% or $126,785 at 6%. |
| 2002 | 2 | 28 | $889,510 | $81,085 | $2,896iApproximate average salary by contribution assumption: employee only about $72,397 at 4% or $48,265 at 6%; with 50% employer match about $48,265 at 4% or $32,177 at 6%; with 100% employer match about $36,199 at 4% or $24,132 at 6%. |
| Newport Endodontics 401K Plan | - | 28 | $889,510 | $81,085 | $2,896iApproximate average salary by contribution assumption: employee only about $72,397 at 4% or $48,265 at 6%; with 50% employer match about $48,265 at 4% or $32,177 at 6%; with 100% employer match about $36,199 at 4% or $24,132 at 6%. |
| NEWPORT ENDODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST | - | 20 | - | - | - |
| 2001 | 2 | 28 | $0 | $0 | - |
| NEWPORT ENDODONTIC GROUP DEFINED BENEFIT PENSION PLAN | - | 21 | - | - | - |
| Newport Endodontics 401K Plan | - | 28 | - | - | - |
| 2000 | 2 | 29 | $0 | $0 | - |
| NEWPORT ENDODONTIC GROUP DEFINED BENEFIT PENSION PLAN | - | 20 | - | - | - |
| Newport Endodontics 401K Plan | - | 29 | - | - | - |
| 1999 | 1 | 28 | $915,932 | $195,135 | $6,969iApproximate average salary by contribution assumption: employee only about $174,228 at 4% or $116,152 at 6%; with 50% employer match about $116,152 at 4% or $77,435 at 6%; with 100% employer match about $87,114 at 4% or $58,076 at 6%. |
| Newport Endodontics 401K Plan | - | 28 | $915,932 | $195,135 | $6,969iApproximate average salary by contribution assumption: employee only about $174,228 at 4% or $116,152 at 6%; with 50% employer match about $116,152 at 4% or $77,435 at 6%; with 100% employer match about $87,114 at 4% or $58,076 at 6%. |