Civic Intelligence

Michael G. Willes, D.D.S.

Plan context: Michael G. Willes, D.D.S. 401K Profit Sharing Plan

EIN 33-0733073 • Tustin, CA • 16 filings • 1 plans

511 East First Street, Suite CTustin, CA 92780
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,197,531

2024 Contributions

$70,884

Historical Graphs

Total Assets Over Time

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

$1,197,531$598,766$0200920172024YearValue
$1,197,531Latest year 2024

Participants Over Time

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

630200920172024YearValue
6Latest year 2024

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
202416$1,197,531$70,884$11,814iApproximate average salary by contribution assumption: employee only about $295,350 at 4% or $196,900 at 6%; with 50% employer match about $196,900 at 4% or $131,267 at 6%; with 100% employer match about $147,675 at 4% or $98,450 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-6$1,197,531$70,884$11,814iApproximate average salary by contribution assumption: employee only about $295,350 at 4% or $196,900 at 6%; with 50% employer match about $196,900 at 4% or $131,267 at 6%; with 100% employer match about $147,675 at 4% or $98,450 at 6%.
202315$1,029,775$72,348$14,470iApproximate average salary by contribution assumption: employee only about $361,740 at 4% or $241,160 at 6%; with 50% employer match about $241,160 at 4% or $160,773 at 6%; with 100% employer match about $180,870 at 4% or $120,580 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-5$1,029,775$72,348$14,470iApproximate average salary by contribution assumption: employee only about $361,740 at 4% or $241,160 at 6%; with 50% employer match about $241,160 at 4% or $160,773 at 6%; with 100% employer match about $180,870 at 4% or $120,580 at 6%.
202216$838,865$68,331$11,389iApproximate average salary by contribution assumption: employee only about $284,713 at 4% or $189,808 at 6%; with 50% employer match about $189,808 at 4% or $126,539 at 6%; with 100% employer match about $142,356 at 4% or $94,904 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-6$838,865$68,331$11,389iApproximate average salary by contribution assumption: employee only about $284,713 at 4% or $189,808 at 6%; with 50% employer match about $189,808 at 4% or $126,539 at 6%; with 100% employer match about $142,356 at 4% or $94,904 at 6%.
202116$916,582$66,251$11,042iApproximate average salary by contribution assumption: employee only about $276,046 at 4% or $184,031 at 6%; with 50% employer match about $184,031 at 4% or $122,687 at 6%; with 100% employer match about $138,023 at 4% or $92,015 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-6$916,582$66,251$11,042iApproximate average salary by contribution assumption: employee only about $276,046 at 4% or $184,031 at 6%; with 50% employer match about $184,031 at 4% or $122,687 at 6%; with 100% employer match about $138,023 at 4% or $92,015 at 6%.
202014$771,675$68,337$17,084iApproximate average salary by contribution assumption: employee only about $427,106 at 4% or $284,738 at 6%; with 50% employer match about $284,738 at 4% or $189,825 at 6%; with 100% employer match about $213,553 at 4% or $142,369 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-4$771,675$68,337$17,084iApproximate average salary by contribution assumption: employee only about $427,106 at 4% or $284,738 at 6%; with 50% employer match about $284,738 at 4% or $189,825 at 6%; with 100% employer match about $213,553 at 4% or $142,369 at 6%.
201915$634,738$58,236$11,647iApproximate average salary by contribution assumption: employee only about $291,180 at 4% or $194,120 at 6%; with 50% employer match about $194,120 at 4% or $129,413 at 6%; with 100% employer match about $145,590 at 4% or $97,060 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-5$634,738$58,236$11,647iApproximate average salary by contribution assumption: employee only about $291,180 at 4% or $194,120 at 6%; with 50% employer match about $194,120 at 4% or $129,413 at 6%; with 100% employer match about $145,590 at 4% or $97,060 at 6%.
201815$491,620$52,303$10,461iApproximate average salary by contribution assumption: employee only about $261,515 at 4% or $174,343 at 6%; with 50% employer match about $174,343 at 4% or $116,229 at 6%; with 100% employer match about $130,758 at 4% or $87,172 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-5$491,620$52,303$10,461iApproximate average salary by contribution assumption: employee only about $261,515 at 4% or $174,343 at 6%; with 50% employer match about $174,343 at 4% or $116,229 at 6%; with 100% employer match about $130,758 at 4% or $87,172 at 6%.
201715$493,123$59,022$11,804iApproximate average salary by contribution assumption: employee only about $295,110 at 4% or $196,740 at 6%; with 50% employer match about $196,740 at 4% or $131,160 at 6%; with 100% employer match about $147,555 at 4% or $98,370 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-5$493,123$59,022$11,804iApproximate average salary by contribution assumption: employee only about $295,110 at 4% or $196,740 at 6%; with 50% employer match about $196,740 at 4% or $131,160 at 6%; with 100% employer match about $147,555 at 4% or $98,370 at 6%.
201616$433,921$58,403$9,734iApproximate average salary by contribution assumption: employee only about $243,346 at 4% or $162,231 at 6%; with 50% employer match about $162,231 at 4% or $108,154 at 6%; with 100% employer match about $121,673 at 4% or $81,115 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-6$433,921$58,403$9,734iApproximate average salary by contribution assumption: employee only about $243,346 at 4% or $162,231 at 6%; with 50% employer match about $162,231 at 4% or $108,154 at 6%; with 100% employer match about $121,673 at 4% or $81,115 at 6%.
201516$376,873$53,000$8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-6$376,873$53,000$8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%.
201416$334,265$64,754$10,792iApproximate average salary by contribution assumption: employee only about $269,808 at 4% or $179,872 at 6%; with 50% employer match about $179,872 at 4% or $119,915 at 6%; with 100% employer match about $134,904 at 4% or $89,936 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-6$334,265$64,754$10,792iApproximate average salary by contribution assumption: employee only about $269,808 at 4% or $179,872 at 6%; with 50% employer match about $179,872 at 4% or $119,915 at 6%; with 100% employer match about $134,904 at 4% or $89,936 at 6%.
201315$267,201$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-5$267,201$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201215$237,777$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-5$237,777$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
201116$192,848$62,049$10,342iApproximate average salary by contribution assumption: employee only about $258,538 at 4% or $172,358 at 6%; with 50% employer match about $172,358 at 4% or $114,906 at 6%; with 100% employer match about $129,269 at 4% or $86,179 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-6$192,848$62,049$10,342iApproximate average salary by contribution assumption: employee only about $258,538 at 4% or $172,358 at 6%; with 50% employer match about $172,358 at 4% or $114,906 at 6%; with 100% employer match about $129,269 at 4% or $86,179 at 6%.
201014$129,054$60,843$15,211iApproximate average salary by contribution assumption: employee only about $380,269 at 4% or $253,513 at 6%; with 50% employer match about $253,513 at 4% or $169,008 at 6%; with 100% employer match about $190,134 at 4% or $126,756 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-4$129,054$60,843$15,211iApproximate average salary by contribution assumption: employee only about $380,269 at 4% or $253,513 at 6%; with 50% employer match about $253,513 at 4% or $169,008 at 6%; with 100% employer match about $190,134 at 4% or $126,756 at 6%.
200914$70,878$70,878$17,720iApproximate average salary by contribution assumption: employee only about $442,988 at 4% or $295,325 at 6%; with 50% employer match about $295,325 at 4% or $196,883 at 6%; with 100% employer match about $221,494 at 4% or $147,663 at 6%.
Michael G. Willes, D.D.S. 401K Profit Sharing Plan-4$70,878$70,878$17,720iApproximate average salary by contribution assumption: employee only about $442,988 at 4% or $295,325 at 6%; with 50% employer match about $295,325 at 4% or $196,883 at 6%; with 100% employer match about $221,494 at 4% or $147,663 at 6%.