Civic Intelligence

Gerald C. LIM, D.D.S., M.S.

Plan context: Gerald C. LIM, D.D.S., M.S. Retirement Plan

EIN 33-0645138 • Palm Desert, CA • 21 filings • 2 plans

74-120 El Paseo, Ste. 2Palm Desert, CA 92260
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$552,928

2023 Contributions

$8,463

Historical Graphs

Total Assets Over Time

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

$1,679,904$839,952$0200320132022YearValue
$552,928Latest year 2022

Participants Over Time

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

420200320132022YearValue
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$8,463-
Gerald C. LIM, D.D.S., M.S. Retirement Plan-0$0$8,463-
202212$552,928$67,334$33,667iApproximate average salary by contribution assumption: employee only about $841,675 at 4% or $561,117 at 6%; with 50% employer match about $561,117 at 4% or $374,078 at 6%; with 100% employer match about $420,838 at 4% or $280,558 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-2$552,928$67,334$33,667iApproximate average salary by contribution assumption: employee only about $841,675 at 4% or $561,117 at 6%; with 50% employer match about $561,117 at 4% or $374,078 at 6%; with 100% employer match about $420,838 at 4% or $280,558 at 6%.
202113$1,679,904$61,076$20,359iApproximate average salary by contribution assumption: employee only about $508,967 at 4% or $339,311 at 6%; with 50% employer match about $339,311 at 4% or $226,207 at 6%; with 100% employer match about $254,483 at 4% or $169,656 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$1,679,904$61,076$20,359iApproximate average salary by contribution assumption: employee only about $508,967 at 4% or $339,311 at 6%; with 50% employer match about $339,311 at 4% or $226,207 at 6%; with 100% employer match about $254,483 at 4% or $169,656 at 6%.
202013$1,307,441$51,492$17,164iApproximate average salary by contribution assumption: employee only about $429,100 at 4% or $286,067 at 6%; with 50% employer match about $286,067 at 4% or $190,711 at 6%; with 100% employer match about $214,550 at 4% or $143,033 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$1,307,441$51,492$17,164iApproximate average salary by contribution assumption: employee only about $429,100 at 4% or $286,067 at 6%; with 50% employer match about $286,067 at 4% or $190,711 at 6%; with 100% employer match about $214,550 at 4% or $143,033 at 6%.
201913$1,221,085$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$1,221,085$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
201813$955,236$33,480$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$955,236$33,480$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
201713$968,690$30,980$10,327iApproximate average salary by contribution assumption: employee only about $258,167 at 4% or $172,111 at 6%; with 50% employer match about $172,111 at 4% or $114,741 at 6%; with 100% employer match about $129,083 at 4% or $86,056 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$968,690$30,980$10,327iApproximate average salary by contribution assumption: employee only about $258,167 at 4% or $172,111 at 6%; with 50% employer match about $172,111 at 4% or $114,741 at 6%; with 100% employer match about $129,083 at 4% or $86,056 at 6%.
201613$790,534$34,603$11,534iApproximate average salary by contribution assumption: employee only about $288,358 at 4% or $192,239 at 6%; with 50% employer match about $192,239 at 4% or $128,159 at 6%; with 100% employer match about $144,179 at 4% or $96,119 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$790,534$34,603$11,534iApproximate average salary by contribution assumption: employee only about $288,358 at 4% or $192,239 at 6%; with 50% employer match about $192,239 at 4% or $128,159 at 6%; with 100% employer match about $144,179 at 4% or $96,119 at 6%.
201513$698,300$34,800$11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$698,300$34,800$11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%.
201413$660,867$31,876$10,625iApproximate average salary by contribution assumption: employee only about $265,633 at 4% or $177,089 at 6%; with 50% employer match about $177,089 at 4% or $118,059 at 6%; with 100% employer match about $132,817 at 4% or $88,544 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$660,867$31,876$10,625iApproximate average salary by contribution assumption: employee only about $265,633 at 4% or $177,089 at 6%; with 50% employer match about $177,089 at 4% or $118,059 at 6%; with 100% employer match about $132,817 at 4% or $88,544 at 6%.
201314$585,104$33,755$8,439iApproximate average salary by contribution assumption: employee only about $210,969 at 4% or $140,646 at 6%; with 50% employer match about $140,646 at 4% or $93,764 at 6%; with 100% employer match about $105,484 at 4% or $70,323 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$585,104$33,755$8,439iApproximate average salary by contribution assumption: employee only about $210,969 at 4% or $140,646 at 6%; with 50% employer match about $140,646 at 4% or $93,764 at 6%; with 100% employer match about $105,484 at 4% or $70,323 at 6%.
201214$446,514$35,698$8,925iApproximate average salary by contribution assumption: employee only about $223,113 at 4% or $148,742 at 6%; with 50% employer match about $148,742 at 4% or $99,161 at 6%; with 100% employer match about $111,556 at 4% or $74,371 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$446,514$35,698$8,925iApproximate average salary by contribution assumption: employee only about $223,113 at 4% or $148,742 at 6%; with 50% employer match about $148,742 at 4% or $99,161 at 6%; with 100% employer match about $111,556 at 4% or $74,371 at 6%.
201114$362,319$35,243$8,811iApproximate average salary by contribution assumption: employee only about $220,269 at 4% or $146,846 at 6%; with 50% employer match about $146,846 at 4% or $97,897 at 6%; with 100% employer match about $110,134 at 4% or $73,423 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$362,319$35,243$8,811iApproximate average salary by contribution assumption: employee only about $220,269 at 4% or $146,846 at 6%; with 50% employer match about $146,846 at 4% or $97,897 at 6%; with 100% employer match about $110,134 at 4% or $73,423 at 6%.
201014$328,805$34,980$8,745iApproximate average salary by contribution assumption: employee only about $218,625 at 4% or $145,750 at 6%; with 50% employer match about $145,750 at 4% or $97,167 at 6%; with 100% employer match about $109,313 at 4% or $72,875 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$328,805$34,980$8,745iApproximate average salary by contribution assumption: employee only about $218,625 at 4% or $145,750 at 6%; with 50% employer match about $145,750 at 4% or $97,167 at 6%; with 100% employer match about $109,313 at 4% or $72,875 at 6%.
200913$269,509$38,410$12,803iApproximate average salary by contribution assumption: employee only about $320,083 at 4% or $213,389 at 6%; with 50% employer match about $213,389 at 4% or $142,259 at 6%; with 100% employer match about $160,042 at 4% or $106,694 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$269,509$38,410$12,803iApproximate average salary by contribution assumption: employee only about $320,083 at 4% or $213,389 at 6%; with 50% employer match about $213,389 at 4% or $142,259 at 6%; with 100% employer match about $160,042 at 4% or $106,694 at 6%.
200813$186,880$39,261$13,087iApproximate average salary by contribution assumption: employee only about $327,175 at 4% or $218,117 at 6%; with 50% employer match about $218,117 at 4% or $145,411 at 6%; with 100% employer match about $163,588 at 4% or $109,058 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-3$186,880$39,261$13,087iApproximate average salary by contribution assumption: employee only about $327,175 at 4% or $218,117 at 6%; with 50% employer match about $218,117 at 4% or $145,411 at 6%; with 100% employer match about $163,588 at 4% or $109,058 at 6%.
200714$241,032$41,433$10,358iApproximate average salary by contribution assumption: employee only about $258,956 at 4% or $172,638 at 6%; with 50% employer match about $172,638 at 4% or $115,092 at 6%; with 100% employer match about $129,478 at 4% or $86,319 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$241,032$41,433$10,358iApproximate average salary by contribution assumption: employee only about $258,956 at 4% or $172,638 at 6%; with 50% employer match about $172,638 at 4% or $115,092 at 6%; with 100% employer match about $129,478 at 4% or $86,319 at 6%.
200614$182,833$38,889$9,722iApproximate average salary by contribution assumption: employee only about $243,056 at 4% or $162,038 at 6%; with 50% employer match about $162,038 at 4% or $108,025 at 6%; with 100% employer match about $121,528 at 4% or $81,019 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$182,833$38,889$9,722iApproximate average salary by contribution assumption: employee only about $243,056 at 4% or $162,038 at 6%; with 50% employer match about $162,038 at 4% or $108,025 at 6%; with 100% employer match about $121,528 at 4% or $81,019 at 6%.
200514$123,649$41,974$10,494iApproximate average salary by contribution assumption: employee only about $262,338 at 4% or $174,892 at 6%; with 50% employer match about $174,892 at 4% or $116,594 at 6%; with 100% employer match about $131,169 at 4% or $87,446 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$123,649$41,974$10,494iApproximate average salary by contribution assumption: employee only about $262,338 at 4% or $174,892 at 6%; with 50% employer match about $174,892 at 4% or $116,594 at 6%; with 100% employer match about $131,169 at 4% or $87,446 at 6%.
200414$73,903$32,174$8,044iApproximate average salary by contribution assumption: employee only about $201,088 at 4% or $134,058 at 6%; with 50% employer match about $134,058 at 4% or $89,372 at 6%; with 100% employer match about $100,544 at 4% or $67,029 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$73,903$32,174$8,044iApproximate average salary by contribution assumption: employee only about $201,088 at 4% or $134,058 at 6%; with 50% employer match about $134,058 at 4% or $89,372 at 6%; with 100% employer match about $100,544 at 4% or $67,029 at 6%.
200314$34,649$33,265$8,316iApproximate average salary by contribution assumption: employee only about $207,906 at 4% or $138,604 at 6%; with 50% employer match about $138,604 at 4% or $92,403 at 6%; with 100% employer match about $103,953 at 4% or $69,302 at 6%.
Gerald C. LIM, D.D.S., M.S. Retirement Plan-4$34,649$33,265$8,316iApproximate average salary by contribution assumption: employee only about $207,906 at 4% or $138,604 at 6%; with 50% employer match about $138,604 at 4% or $92,403 at 6%; with 100% employer match about $103,953 at 4% or $69,302 at 6%.