Civic Intelligence

Gregg a. Toolson, D.D.S., M.S. Inc. DBA Toolson Orthodontics

Plan context: Toolson Orthodontics 401(K) Plan

EIN 33-0833602 • Encinitas, CA • 16 filings • 2 plans

761 Garden View Ct.Encinitas, CA 92024
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$2,342,937

2022 Contributions

$40,967

Historical Graphs

Total Assets Over Time

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

$2,342,937$1,171,469$0201520182021YearValue
$2,342,937Latest year 2021

Participants Over Time

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

740201520182021YearValue
7Latest year 2021

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
202220$0$40,967-
Toolson Orthodontics 401(K) Plan-0$0$40,967-
Toolson Orthodontics Cash Balance Plan-0$0$0-
202127$2,342,937$236,103$33,729iApproximate average salary by contribution assumption: employee only about $843,225 at 4% or $562,150 at 6%; with 50% employer match about $562,150 at 4% or $374,767 at 6%; with 100% employer match about $421,613 at 4% or $281,075 at 6%.
Toolson Orthodontics Cash Balance Plan-6$1,995,342$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Toolson Orthodontics 401(K) Plan-7$347,595$36,103$5,158iApproximate average salary by contribution assumption: employee only about $128,939 at 4% or $85,960 at 6%; with 50% employer match about $85,960 at 4% or $57,306 at 6%; with 100% employer match about $64,470 at 4% or $42,980 at 6%.
202027$1,843,158$234,153$33,450iApproximate average salary by contribution assumption: employee only about $836,261 at 4% or $557,507 at 6%; with 50% employer match about $557,507 at 4% or $371,671 at 6%; with 100% employer match about $418,130 at 4% or $278,754 at 6%.
Toolson Orthodontics Cash Balance Plan-6$1,554,692$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Toolson Orthodontics 401(K) Plan-7$288,466$34,153$4,879iApproximate average salary by contribution assumption: employee only about $121,975 at 4% or $81,317 at 6%; with 50% employer match about $81,317 at 4% or $54,211 at 6%; with 100% employer match about $60,988 at 4% or $40,658 at 6%.
201926$1,427,339$289,345$48,224iApproximate average salary by contribution assumption: employee only about $1,205,604 at 4% or $803,736 at 6%; with 50% employer match about $803,736 at 4% or $535,824 at 6%; with 100% employer match about $602,802 at 4% or $401,868 at 6%.
Toolson Orthodontics Cash Balance Plan-6$1,200,171$240,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Toolson Orthodontics 401(K) Plan-6$227,168$49,345$8,224iApproximate average salary by contribution assumption: employee only about $205,604 at 4% or $137,069 at 6%; with 50% employer match about $137,069 at 4% or $91,380 at 6%; with 100% employer match about $102,802 at 4% or $68,535 at 6%.
201826$953,686$248,393$41,399iApproximate average salary by contribution assumption: employee only about $1,034,971 at 4% or $689,981 at 6%; with 50% employer match about $689,981 at 4% or $459,987 at 6%; with 100% employer match about $517,485 at 4% or $344,990 at 6%.
Toolson Orthodontics Cash Balance Plan-6$787,473$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Toolson Orthodontics 401(K) Plan-5$166,213$48,393$9,679iApproximate average salary by contribution assumption: employee only about $241,965 at 4% or $161,310 at 6%; with 50% employer match about $161,310 at 4% or $107,540 at 6%; with 100% employer match about $120,983 at 4% or $80,655 at 6%.
201727$770,733$245,699$35,100iApproximate average salary by contribution assumption: employee only about $877,496 at 4% or $584,998 at 6%; with 50% employer match about $584,998 at 4% or $389,998 at 6%; with 100% employer match about $438,748 at 4% or $292,499 at 6%.
Toolson Orthodontics Cash Balance Plan-5$639,802$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Toolson Orthodontics 401(K) Plan-7$130,931$45,699$6,528iApproximate average salary by contribution assumption: employee only about $163,211 at 4% or $108,807 at 6%; with 50% employer match about $108,807 at 4% or $72,538 at 6%; with 100% employer match about $81,605 at 4% or $54,404 at 6%.
201627$469,756$249,690$35,670iApproximate average salary by contribution assumption: employee only about $891,750 at 4% or $594,500 at 6%; with 50% employer match about $594,500 at 4% or $396,333 at 6%; with 100% employer match about $445,875 at 4% or $297,250 at 6%.
Toolson Orthodontics Cash Balance Plan-5$394,623$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Toolson Orthodontics 401(K) Plan-7$75,133$49,690$7,099iApproximate average salary by contribution assumption: employee only about $177,464 at 4% or $118,310 at 6%; with 50% employer match about $118,310 at 4% or $78,873 at 6%; with 100% employer match about $88,732 at 4% or $59,155 at 6%.
201524$202,573$203,000$50,750iApproximate average salary by contribution assumption: employee only about $1,268,750 at 4% or $845,833 at 6%; with 50% employer match about $845,833 at 4% or $563,889 at 6%; with 100% employer match about $634,375 at 4% or $422,917 at 6%.
Toolson Orthodontics Cash Balance Plan-4$179,000$179,000$44,750iApproximate average salary by contribution assumption: employee only about $1,118,750 at 4% or $745,833 at 6%; with 50% employer match about $745,833 at 4% or $497,222 at 6%; with 100% employer match about $559,375 at 4% or $372,917 at 6%.
Toolson Orthodontics 401(K) Plan-1$23,573$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.