Civic Intelligence

Jon E. Peterson, D.D.S. a Professional Corporation

Plan context: JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN

EIN 33-0734528 • San Diego, CA • 24 filings • 5 plans

4076 Third Avenue, Suite 201San Diego, CA 92103-2129
Current Snapshot

Latest Year

2011

2011 Participants

10

2011 Assets

$4,528,058

2011 Contributions

$284,830

Historical Graphs

Total Assets Over Time

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

$4,528,058$2,264,029$0199920052011YearValue
$4,528,058Latest year 2011

Participants Over Time

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

1160199920052011YearValue
10Latest year 2011

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
2011210$4,528,058$284,830$28,483iApproximate average salary by contribution assumption: employee only about $712,075 at 4% or $474,717 at 6%; with 50% employer match about $474,717 at 4% or $316,478 at 6%; with 100% employer match about $356,038 at 4% or $237,358 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-10$3,605,319$185,000$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-10$922,739$99,830$9,983iApproximate average salary by contribution assumption: employee only about $249,575 at 4% or $166,383 at 6%; with 50% employer match about $166,383 at 4% or $110,922 at 6%; with 100% employer match about $124,788 at 4% or $83,192 at 6%.
2010211$4,255,671$346,802$31,527iApproximate average salary by contribution assumption: employee only about $788,186 at 4% or $525,458 at 6%; with 50% employer match about $525,458 at 4% or $350,305 at 6%; with 100% employer match about $394,093 at 4% or $262,729 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-9$3,398,126$254,100$28,233iApproximate average salary by contribution assumption: employee only about $705,833 at 4% or $470,556 at 6%; with 50% employer match about $470,556 at 4% or $313,704 at 6%; with 100% employer match about $352,917 at 4% or $235,278 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-11$857,545$92,702$8,427iApproximate average salary by contribution assumption: employee only about $210,686 at 4% or $140,458 at 6%; with 50% employer match about $140,458 at 4% or $93,638 at 6%; with 100% employer match about $105,343 at 4% or $70,229 at 6%.
2009211$3,519,460$647,369$58,852iApproximate average salary by contribution assumption: employee only about $1,471,293 at 4% or $980,862 at 6%; with 50% employer match about $980,862 at 4% or $653,908 at 6%; with 100% employer match about $735,647 at 4% or $490,431 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-8$2,848,816$563,100$70,388iApproximate average salary by contribution assumption: employee only about $1,759,688 at 4% or $1,173,125 at 6%; with 50% employer match about $1,173,125 at 4% or $782,083 at 6%; with 100% employer match about $879,844 at 4% or $586,563 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-11$670,644$84,269$7,661iApproximate average salary by contribution assumption: employee only about $191,520 at 4% or $127,680 at 6%; with 50% employer match about $127,680 at 4% or $85,120 at 6%; with 100% employer match about $95,760 at 4% or $63,840 at 6%.
200829$2,472,973$499,930$55,548iApproximate average salary by contribution assumption: employee only about $1,388,694 at 4% or $925,796 at 6%; with 50% employer match about $925,796 at 4% or $617,198 at 6%; with 100% employer match about $694,347 at 4% or $462,898 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-7$2,009,605$426,152$60,879iApproximate average salary by contribution assumption: employee only about $1,521,971 at 4% or $1,014,648 at 6%; with 50% employer match about $1,014,648 at 4% or $676,432 at 6%; with 100% employer match about $760,986 at 4% or $507,324 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-9$463,368$73,778$8,198iApproximate average salary by contribution assumption: employee only about $204,939 at 4% or $136,626 at 6%; with 50% employer match about $136,626 at 4% or $91,084 at 6%; with 100% employer match about $102,469 at 4% or $68,313 at 6%.
2007210$0$0-
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-7---
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-10---
200627$2,090,768$617,879$88,268iApproximate average salary by contribution assumption: employee only about $2,206,711 at 4% or $1,471,140 at 6%; with 50% employer match about $1,471,140 at 4% or $980,760 at 6%; with 100% employer match about $1,103,355 at 4% or $735,570 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-5$1,605,779$335,000$67,000iApproximate average salary by contribution assumption: employee only about $1,675,000 at 4% or $1,116,667 at 6%; with 50% employer match about $1,116,667 at 4% or $744,444 at 6%; with 100% employer match about $837,500 at 4% or $558,333 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-7$484,989$282,879$40,411iApproximate average salary by contribution assumption: employee only about $1,010,282 at 4% or $673,521 at 6%; with 50% employer match about $673,521 at 4% or $449,014 at 6%; with 100% employer match about $505,141 at 4% or $336,761 at 6%.
200528$1,271,581$369,273$46,159iApproximate average salary by contribution assumption: employee only about $1,153,978 at 4% or $769,319 at 6%; with 50% employer match about $769,319 at 4% or $512,879 at 6%; with 100% employer match about $576,989 at 4% or $384,659 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-7$1,103,829$330,012$47,145iApproximate average salary by contribution assumption: employee only about $1,178,614 at 4% or $785,743 at 6%; with 50% employer match about $785,743 at 4% or $523,829 at 6%; with 100% employer match about $589,307 at 4% or $392,871 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-8$167,752$39,261$4,908iApproximate average salary by contribution assumption: employee only about $122,691 at 4% or $81,794 at 6%; with 50% employer match about $81,794 at 4% or $54,529 at 6%; with 100% employer match about $61,345 at 4% or $40,897 at 6%.
200429$869,814$340,041$37,782iApproximate average salary by contribution assumption: employee only about $944,558 at 4% or $629,706 at 6%; with 50% employer match about $629,706 at 4% or $419,804 at 6%; with 100% employer match about $472,279 at 4% or $314,853 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-9$742,542$340,041$37,782iApproximate average salary by contribution assumption: employee only about $944,558 at 4% or $629,706 at 6%; with 50% employer match about $629,706 at 4% or $419,804 at 6%; with 100% employer match about $472,279 at 4% or $314,853 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-6$127,272--
200328$598,239$326,269$40,784iApproximate average salary by contribution assumption: employee only about $1,019,591 at 4% or $679,727 at 6%; with 50% employer match about $679,727 at 4% or $453,151 at 6%; with 100% employer match about $509,795 at 4% or $339,864 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-8$444,910$326,269$40,784iApproximate average salary by contribution assumption: employee only about $1,019,591 at 4% or $679,727 at 6%; with 50% employer match about $679,727 at 4% or $453,151 at 6%; with 100% employer match about $509,795 at 4% or $339,864 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-6$153,329--
200228$0$0-
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-8---
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-7---
2001210$205,880$8,320$832iApproximate average salary by contribution assumption: employee only about $20,800 at 4% or $13,867 at 6%; with 50% employer match about $13,867 at 4% or $9,244 at 6%; with 100% employer match about $10,400 at 4% or $6,933 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-10$205,880$8,320$832iApproximate average salary by contribution assumption: employee only about $20,800 at 4% or $13,867 at 6%; with 50% employer match about $13,867 at 4% or $9,244 at 6%; with 100% employer match about $10,400 at 4% or $6,933 at 6%.
JON E. PETERSON, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-5---
200014$247,566$45,609$11,402iApproximate average salary by contribution assumption: employee only about $285,056 at 4% or $190,038 at 6%; with 50% employer match about $190,038 at 4% or $126,692 at 6%; with 100% employer match about $142,528 at 4% or $95,019 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-4$247,566$45,609$11,402iApproximate average salary by contribution assumption: employee only about $285,056 at 4% or $190,038 at 6%; with 50% employer match about $190,038 at 4% or $126,692 at 6%; with 100% employer match about $142,528 at 4% or $95,019 at 6%.
199916$275,187$47,856$7,976iApproximate average salary by contribution assumption: employee only about $199,400 at 4% or $132,933 at 6%; with 50% employer match about $132,933 at 4% or $88,622 at 6%; with 100% employer match about $99,700 at 4% or $66,467 at 6%.
Jon E. Peterson, D.D.S., a Professional Corporation Profit Sharing Plan-6$275,187$47,856$7,976iApproximate average salary by contribution assumption: employee only about $199,400 at 4% or $132,933 at 6%; with 50% employer match about $132,933 at 4% or $88,622 at 6%; with 100% employer match about $99,700 at 4% or $66,467 at 6%.