Civic Intelligence

James E. Sorge, DMD, Apc

Plan context: James E. Sorge, DMD, Apc 401(K) Plan

EIN 33-0825371 • San Clemente, CA • 28 filings • 4 plans

1171 Puerta Del Sol, Suite CSan Clemente, CA 92673
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,000,767

2024 Contributions

$132,901

Historical Graphs

Total Assets Over Time

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

$3,019,344$1,509,672$0200220132024YearValue
$3,000,767Latest year 2024

Participants Over Time

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

1470200220132024YearValue
8Latest 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
202418$3,000,767$132,901$16,613iApproximate average salary by contribution assumption: employee only about $415,316 at 4% or $276,877 at 6%; with 50% employer match about $276,877 at 4% or $184,585 at 6%; with 100% employer match about $207,658 at 4% or $138,439 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-8$3,000,767$132,901$16,613iApproximate average salary by contribution assumption: employee only about $415,316 at 4% or $276,877 at 6%; with 50% employer match about $276,877 at 4% or $184,585 at 6%; with 100% employer match about $207,658 at 4% or $138,439 at 6%.
202317$3,019,344$134,977$19,282iApproximate average salary by contribution assumption: employee only about $482,061 at 4% or $321,374 at 6%; with 50% employer match about $321,374 at 4% or $214,249 at 6%; with 100% employer match about $241,030 at 4% or $160,687 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-7$3,019,344$134,977$19,282iApproximate average salary by contribution assumption: employee only about $482,061 at 4% or $321,374 at 6%; with 50% employer match about $321,374 at 4% or $214,249 at 6%; with 100% employer match about $241,030 at 4% or $160,687 at 6%.
202216$2,350,099$439,521$73,254iApproximate average salary by contribution assumption: employee only about $1,831,338 at 4% or $1,220,892 at 6%; with 50% employer match about $1,220,892 at 4% or $813,928 at 6%; with 100% employer match about $915,669 at 4% or $610,446 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-6$2,350,099$439,521$73,254iApproximate average salary by contribution assumption: employee only about $1,831,338 at 4% or $1,220,892 at 6%; with 50% employer match about $1,220,892 at 4% or $813,928 at 6%; with 100% employer match about $915,669 at 4% or $610,446 at 6%.
2020111$2,296,522$0-
James E. Sorge, DMD, Apc 401(K) Plan-11$2,296,522$0-
2019212$2,022,997$484,787$40,399iApproximate average salary by contribution assumption: employee only about $1,009,973 at 4% or $673,315 at 6%; with 50% employer match about $673,315 at 4% or $448,877 at 6%; with 100% employer match about $504,986 at 4% or $336,658 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-12$2,022,997$484,787$40,399iApproximate average salary by contribution assumption: employee only about $1,009,973 at 4% or $673,315 at 6%; with 50% employer match about $673,315 at 4% or $448,877 at 6%; with 100% employer match about $504,986 at 4% or $336,658 at 6%.
James E. Sorge, DMD PC Defined Benefit Plan-0$0$0-
2018212$1,933,308$156,263$13,022iApproximate average salary by contribution assumption: employee only about $325,548 at 4% or $217,032 at 6%; with 50% employer match about $217,032 at 4% or $144,688 at 6%; with 100% employer match about $162,774 at 4% or $108,516 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-12$1,461,944$78,013$6,501iApproximate average salary by contribution assumption: employee only about $162,527 at 4% or $108,351 at 6%; with 50% employer match about $108,351 at 4% or $72,234 at 6%; with 100% employer match about $81,264 at 4% or $54,176 at 6%.
James E. Sorge, DMD PC Defined Benefit Plan-11$471,364$78,250$7,114iApproximate average salary by contribution assumption: employee only about $177,841 at 4% or $118,561 at 6%; with 50% employer match about $118,561 at 4% or $79,040 at 6%; with 100% employer match about $88,920 at 4% or $59,280 at 6%.
2017213$2,052,915$192,709$14,824iApproximate average salary by contribution assumption: employee only about $370,594 at 4% or $247,063 at 6%; with 50% employer match about $247,063 at 4% or $164,709 at 6%; with 100% employer match about $185,297 at 4% or $123,531 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-13$1,630,266$81,917$6,301iApproximate average salary by contribution assumption: employee only about $157,533 at 4% or $105,022 at 6%; with 50% employer match about $105,022 at 4% or $70,015 at 6%; with 100% employer match about $78,766 at 4% or $52,511 at 6%.
James E. Sorge, DMD PC Defined Benefit Plan-10$422,649$110,792$11,079iApproximate average salary by contribution assumption: employee only about $276,980 at 4% or $184,653 at 6%; with 50% employer match about $184,653 at 4% or $123,102 at 6%; with 100% employer match about $138,490 at 4% or $92,327 at 6%.
2016211$1,880,524$191,155$17,378iApproximate average salary by contribution assumption: employee only about $434,443 at 4% or $289,629 at 6%; with 50% employer match about $289,629 at 4% or $193,086 at 6%; with 100% employer match about $217,222 at 4% or $144,814 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-11$1,598,191$100,195$9,109iApproximate average salary by contribution assumption: employee only about $227,716 at 4% or $151,811 at 6%; with 50% employer match about $151,811 at 4% or $101,207 at 6%; with 100% employer match about $113,858 at 4% or $75,905 at 6%.
James E. Sorge, DMD PC Defined Benefit Plan-10$282,333$90,960$9,096iApproximate average salary by contribution assumption: employee only about $227,400 at 4% or $151,600 at 6%; with 50% employer match about $151,600 at 4% or $101,067 at 6%; with 100% employer match about $113,700 at 4% or $75,800 at 6%.
2015210$1,621,124$193,903$19,390iApproximate average salary by contribution assumption: employee only about $484,758 at 4% or $323,172 at 6%; with 50% employer match about $323,172 at 4% or $215,448 at 6%; with 100% employer match about $242,379 at 4% or $161,586 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-10$1,450,030$102,486$10,249iApproximate average salary by contribution assumption: employee only about $256,215 at 4% or $170,810 at 6%; with 50% employer match about $170,810 at 4% or $113,873 at 6%; with 100% employer match about $128,108 at 4% or $85,405 at 6%.
James E. Sorge, DMD PC Defined Benefit Plan-10$171,094$91,417$9,142iApproximate average salary by contribution assumption: employee only about $228,543 at 4% or $152,362 at 6%; with 50% employer match about $152,362 at 4% or $101,574 at 6%; with 100% employer match about $114,271 at 4% or $76,181 at 6%.
2014210$1,833,621$177,047$17,705iApproximate average salary by contribution assumption: employee only about $442,618 at 4% or $295,078 at 6%; with 50% employer match about $295,078 at 4% or $196,719 at 6%; with 100% employer match about $221,309 at 4% or $147,539 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-10$1,746,164$89,880$8,988iApproximate average salary by contribution assumption: employee only about $224,700 at 4% or $149,800 at 6%; with 50% employer match about $149,800 at 4% or $99,867 at 6%; with 100% employer match about $112,350 at 4% or $74,900 at 6%.
James E. Sorge, DMD PC Defined Benefit Plan-10$87,457$87,167$8,717iApproximate average salary by contribution assumption: employee only about $217,918 at 4% or $145,278 at 6%; with 50% employer match about $145,278 at 4% or $96,852 at 6%; with 100% employer match about $108,959 at 4% or $72,639 at 6%.
2013112$1,597,765$144,349$12,029iApproximate average salary by contribution assumption: employee only about $300,727 at 4% or $200,485 at 6%; with 50% employer match about $200,485 at 4% or $133,656 at 6%; with 100% employer match about $150,364 at 4% or $100,242 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-12$1,597,765$144,349$12,029iApproximate average salary by contribution assumption: employee only about $300,727 at 4% or $200,485 at 6%; with 50% employer match about $200,485 at 4% or $133,656 at 6%; with 100% employer match about $150,364 at 4% or $100,242 at 6%.
2012113$1,303,993$132,560$10,197iApproximate average salary by contribution assumption: employee only about $254,923 at 4% or $169,949 at 6%; with 50% employer match about $169,949 at 4% or $113,299 at 6%; with 100% employer match about $127,462 at 4% or $84,974 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-13$1,303,993$132,560$10,197iApproximate average salary by contribution assumption: employee only about $254,923 at 4% or $169,949 at 6%; with 50% employer match about $169,949 at 4% or $113,299 at 6%; with 100% employer match about $127,462 at 4% or $84,974 at 6%.
2011112$1,115,900$132,414$11,035iApproximate average salary by contribution assumption: employee only about $275,863 at 4% or $183,908 at 6%; with 50% employer match about $183,908 at 4% or $122,606 at 6%; with 100% employer match about $137,931 at 4% or $91,954 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-12$1,115,900$132,414$11,035iApproximate average salary by contribution assumption: employee only about $275,863 at 4% or $183,908 at 6%; with 50% employer match about $183,908 at 4% or $122,606 at 6%; with 100% employer match about $137,931 at 4% or $91,954 at 6%.
2010114$1,037,102$124,523$8,895iApproximate average salary by contribution assumption: employee only about $222,363 at 4% or $148,242 at 6%; with 50% employer match about $148,242 at 4% or $98,828 at 6%; with 100% employer match about $111,181 at 4% or $74,121 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-14$1,037,102$124,523$8,895iApproximate average salary by contribution assumption: employee only about $222,363 at 4% or $148,242 at 6%; with 50% employer match about $148,242 at 4% or $98,828 at 6%; with 100% employer match about $111,181 at 4% or $74,121 at 6%.
2009114$1,043,083$137,105$9,793iApproximate average salary by contribution assumption: employee only about $244,830 at 4% or $163,220 at 6%; with 50% employer match about $163,220 at 4% or $108,813 at 6%; with 100% employer match about $122,415 at 4% or $81,610 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-14$1,043,083$137,105$9,793iApproximate average salary by contribution assumption: employee only about $244,830 at 4% or $163,220 at 6%; with 50% employer match about $163,220 at 4% or $108,813 at 6%; with 100% employer match about $122,415 at 4% or $81,610 at 6%.
2008111$777,227$146,916$13,356iApproximate average salary by contribution assumption: employee only about $333,900 at 4% or $222,600 at 6%; with 50% employer match about $222,600 at 4% or $148,400 at 6%; with 100% employer match about $166,950 at 4% or $111,300 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-11$777,227$146,916$13,356iApproximate average salary by contribution assumption: employee only about $333,900 at 4% or $222,600 at 6%; with 50% employer match about $222,600 at 4% or $148,400 at 6%; with 100% employer match about $166,950 at 4% or $111,300 at 6%.
2007111$823,674$142,412$12,947iApproximate average salary by contribution assumption: employee only about $323,664 at 4% or $215,776 at 6%; with 50% employer match about $215,776 at 4% or $143,851 at 6%; with 100% employer match about $161,832 at 4% or $107,888 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-11$823,674$142,412$12,947iApproximate average salary by contribution assumption: employee only about $323,664 at 4% or $215,776 at 6%; with 50% employer match about $215,776 at 4% or $143,851 at 6%; with 100% employer match about $161,832 at 4% or $107,888 at 6%.
2006111$662,619$133,547$12,141iApproximate average salary by contribution assumption: employee only about $303,516 at 4% or $202,344 at 6%; with 50% employer match about $202,344 at 4% or $134,896 at 6%; with 100% employer match about $151,758 at 4% or $101,172 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-11$662,619$133,547$12,141iApproximate average salary by contribution assumption: employee only about $303,516 at 4% or $202,344 at 6%; with 50% employer match about $202,344 at 4% or $134,896 at 6%; with 100% employer match about $151,758 at 4% or $101,172 at 6%.
2005111$460,130$121,337$11,031iApproximate average salary by contribution assumption: employee only about $275,766 at 4% or $183,844 at 6%; with 50% employer match about $183,844 at 4% or $122,563 at 6%; with 100% employer match about $137,883 at 4% or $91,922 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-11$460,130$121,337$11,031iApproximate average salary by contribution assumption: employee only about $275,766 at 4% or $183,844 at 6%; with 50% employer match about $183,844 at 4% or $122,563 at 6%; with 100% employer match about $137,883 at 4% or $91,922 at 6%.
200419$346,962$108,082$12,009iApproximate average salary by contribution assumption: employee only about $300,228 at 4% or $200,152 at 6%; with 50% employer match about $200,152 at 4% or $133,435 at 6%; with 100% employer match about $150,114 at 4% or $100,076 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-9$346,962$108,082$12,009iApproximate average salary by contribution assumption: employee only about $300,228 at 4% or $200,152 at 6%; with 50% employer match about $200,152 at 4% or $133,435 at 6%; with 100% employer match about $150,114 at 4% or $100,076 at 6%.
200319$211,101$102,486$11,387iApproximate average salary by contribution assumption: employee only about $284,683 at 4% or $189,789 at 6%; with 50% employer match about $189,789 at 4% or $126,526 at 6%; with 100% employer match about $142,342 at 4% or $94,894 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-9$211,101$102,486$11,387iApproximate average salary by contribution assumption: employee only about $284,683 at 4% or $189,789 at 6%; with 50% employer match about $189,789 at 4% or $126,526 at 6%; with 100% employer match about $142,342 at 4% or $94,894 at 6%.
2002110$95,523$95,378$9,538iApproximate average salary by contribution assumption: employee only about $238,445 at 4% or $158,963 at 6%; with 50% employer match about $158,963 at 4% or $105,976 at 6%; with 100% employer match about $119,222 at 4% or $79,482 at 6%.
James E. Sorge, DMD, Apc 401(K) Plan-10$95,523$95,378$9,538iApproximate average salary by contribution assumption: employee only about $238,445 at 4% or $158,963 at 6%; with 50% employer match about $158,963 at 4% or $105,976 at 6%; with 100% employer match about $119,222 at 4% or $79,482 at 6%.