Civic Intelligence

Kerry Shimizu, Dds

Plan context: Kerry Shimizu, Dds Profit Sharing Plan

EIN 33-0849989 • Huntington Beach, CA • 20 filings • 1 plans

5112 Warner Ave Ste 101Suite 101Huntington Beach, CA 92649-6036
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,171,646

2024 Contributions

$89,409

Historical Graphs

Total Assets Over Time

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

$1,254,300$627,150$0200420152024YearValue
$1,171,646Latest year 2024

Participants Over Time

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

630200420152024YearValue
5Latest 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
202415$1,171,646$89,409$17,882iApproximate average salary by contribution assumption: employee only about $447,045 at 4% or $298,030 at 6%; with 50% employer match about $298,030 at 4% or $198,687 at 6%; with 100% employer match about $223,523 at 4% or $149,015 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$1,171,646$89,409$17,882iApproximate average salary by contribution assumption: employee only about $447,045 at 4% or $298,030 at 6%; with 50% employer match about $298,030 at 4% or $198,687 at 6%; with 100% employer match about $223,523 at 4% or $149,015 at 6%.
202316$1,064,686$77,064$12,844iApproximate average salary by contribution assumption: employee only about $321,100 at 4% or $214,067 at 6%; with 50% employer match about $214,067 at 4% or $142,711 at 6%; with 100% employer match about $160,550 at 4% or $107,033 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-6$1,064,686$77,064$12,844iApproximate average salary by contribution assumption: employee only about $321,100 at 4% or $214,067 at 6%; with 50% employer match about $214,067 at 4% or $142,711 at 6%; with 100% employer match about $160,550 at 4% or $107,033 at 6%.
202215$1,237,762$56,578$11,316iApproximate average salary by contribution assumption: employee only about $282,890 at 4% or $188,593 at 6%; with 50% employer match about $188,593 at 4% or $125,729 at 6%; with 100% employer match about $141,445 at 4% or $94,297 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$1,237,762$56,578$11,316iApproximate average salary by contribution assumption: employee only about $282,890 at 4% or $188,593 at 6%; with 50% employer match about $188,593 at 4% or $125,729 at 6%; with 100% employer match about $141,445 at 4% or $94,297 at 6%.
202115$1,254,300$66,803$13,361iApproximate average salary by contribution assumption: employee only about $334,015 at 4% or $222,677 at 6%; with 50% employer match about $222,677 at 4% or $148,451 at 6%; with 100% employer match about $167,008 at 4% or $111,338 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$1,254,300$66,803$13,361iApproximate average salary by contribution assumption: employee only about $334,015 at 4% or $222,677 at 6%; with 50% employer match about $222,677 at 4% or $148,451 at 6%; with 100% employer match about $167,008 at 4% or $111,338 at 6%.
202014$1,119,406$31,838$7,960iApproximate average salary by contribution assumption: employee only about $198,988 at 4% or $132,658 at 6%; with 50% employer match about $132,658 at 4% or $88,439 at 6%; with 100% employer match about $99,494 at 4% or $66,329 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-4$1,119,406$31,838$7,960iApproximate average salary by contribution assumption: employee only about $198,988 at 4% or $132,658 at 6%; with 50% employer match about $132,658 at 4% or $88,439 at 6%; with 100% employer match about $99,494 at 4% or $66,329 at 6%.
201915$1,114,169$20,501$4,100iApproximate average salary by contribution assumption: employee only about $102,505 at 4% or $68,337 at 6%; with 50% employer match about $68,337 at 4% or $45,558 at 6%; with 100% employer match about $51,253 at 4% or $34,168 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$1,114,169$20,501$4,100iApproximate average salary by contribution assumption: employee only about $102,505 at 4% or $68,337 at 6%; with 50% employer match about $68,337 at 4% or $45,558 at 6%; with 100% employer match about $51,253 at 4% or $34,168 at 6%.
201814$917,741$35,288$8,822iApproximate average salary by contribution assumption: employee only about $220,550 at 4% or $147,033 at 6%; with 50% employer match about $147,033 at 4% or $98,022 at 6%; with 100% employer match about $110,275 at 4% or $73,517 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-4$917,741$35,288$8,822iApproximate average salary by contribution assumption: employee only about $220,550 at 4% or $147,033 at 6%; with 50% employer match about $147,033 at 4% or $98,022 at 6%; with 100% employer match about $110,275 at 4% or $73,517 at 6%.
201715$997,886$35,809$7,162iApproximate average salary by contribution assumption: employee only about $179,045 at 4% or $119,363 at 6%; with 50% employer match about $119,363 at 4% or $79,576 at 6%; with 100% employer match about $89,523 at 4% or $59,682 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$997,886$35,809$7,162iApproximate average salary by contribution assumption: employee only about $179,045 at 4% or $119,363 at 6%; with 50% employer match about $119,363 at 4% or $79,576 at 6%; with 100% employer match about $89,523 at 4% or $59,682 at 6%.
201615$857,685$34,301$6,860iApproximate average salary by contribution assumption: employee only about $171,505 at 4% or $114,337 at 6%; with 50% employer match about $114,337 at 4% or $76,224 at 6%; with 100% employer match about $85,753 at 4% or $57,168 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$857,685$34,301$6,860iApproximate average salary by contribution assumption: employee only about $171,505 at 4% or $114,337 at 6%; with 50% employer match about $114,337 at 4% or $76,224 at 6%; with 100% employer match about $85,753 at 4% or $57,168 at 6%.
201515$768,303$48,265$9,653iApproximate average salary by contribution assumption: employee only about $241,325 at 4% or $160,883 at 6%; with 50% employer match about $160,883 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$768,303$48,265$9,653iApproximate average salary by contribution assumption: employee only about $241,325 at 4% or $160,883 at 6%; with 50% employer match about $160,883 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%.
201415$734,031$59,379$11,876iApproximate average salary by contribution assumption: employee only about $296,895 at 4% or $197,930 at 6%; with 50% employer match about $197,930 at 4% or $131,953 at 6%; with 100% employer match about $148,448 at 4% or $98,965 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$734,031$59,379$11,876iApproximate average salary by contribution assumption: employee only about $296,895 at 4% or $197,930 at 6%; with 50% employer match about $197,930 at 4% or $131,953 at 6%; with 100% employer match about $148,448 at 4% or $98,965 at 6%.
201315$644,266$59,235$11,847iApproximate average salary by contribution assumption: employee only about $296,175 at 4% or $197,450 at 6%; with 50% employer match about $197,450 at 4% or $131,633 at 6%; with 100% employer match about $148,088 at 4% or $98,725 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$644,266$59,235$11,847iApproximate average salary by contribution assumption: employee only about $296,175 at 4% or $197,450 at 6%; with 50% employer match about $197,450 at 4% or $131,633 at 6%; with 100% employer match about $148,088 at 4% or $98,725 at 6%.
201215$524,594$57,327$11,465iApproximate average salary by contribution assumption: employee only about $286,635 at 4% or $191,090 at 6%; with 50% employer match about $191,090 at 4% or $127,393 at 6%; with 100% employer match about $143,318 at 4% or $95,545 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$524,594$57,327$11,465iApproximate average salary by contribution assumption: employee only about $286,635 at 4% or $191,090 at 6%; with 50% employer match about $191,090 at 4% or $127,393 at 6%; with 100% employer match about $143,318 at 4% or $95,545 at 6%.
201114$419,605$54,827$13,707iApproximate average salary by contribution assumption: employee only about $342,669 at 4% or $228,446 at 6%; with 50% employer match about $228,446 at 4% or $152,297 at 6%; with 100% employer match about $171,334 at 4% or $114,223 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-4$419,605$54,827$13,707iApproximate average salary by contribution assumption: employee only about $342,669 at 4% or $228,446 at 6%; with 50% employer match about $228,446 at 4% or $152,297 at 6%; with 100% employer match about $171,334 at 4% or $114,223 at 6%.
201014$380,459$54,731$13,683iApproximate average salary by contribution assumption: employee only about $342,069 at 4% or $228,046 at 6%; with 50% employer match about $228,046 at 4% or $152,031 at 6%; with 100% employer match about $171,034 at 4% or $114,023 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-4$380,459$54,731$13,683iApproximate average salary by contribution assumption: employee only about $342,069 at 4% or $228,046 at 6%; with 50% employer match about $228,046 at 4% or $152,031 at 6%; with 100% employer match about $171,034 at 4% or $114,023 at 6%.
200914$291,071$45,564$11,391iApproximate average salary by contribution assumption: employee only about $284,775 at 4% or $189,850 at 6%; with 50% employer match about $189,850 at 4% or $126,567 at 6%; with 100% employer match about $142,388 at 4% or $94,925 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-4$291,071$45,564$11,391iApproximate average salary by contribution assumption: employee only about $284,775 at 4% or $189,850 at 6%; with 50% employer match about $189,850 at 4% or $126,567 at 6%; with 100% employer match about $142,388 at 4% or $94,925 at 6%.
200814$197,005$50,177$12,544iApproximate average salary by contribution assumption: employee only about $313,606 at 4% or $209,071 at 6%; with 50% employer match about $209,071 at 4% or $139,381 at 6%; with 100% employer match about $156,803 at 4% or $104,535 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-4$197,005$50,177$12,544iApproximate average salary by contribution assumption: employee only about $313,606 at 4% or $209,071 at 6%; with 50% employer match about $209,071 at 4% or $139,381 at 6%; with 100% employer match about $156,803 at 4% or $104,535 at 6%.
200715$0$0-
Kerry Shimizu, Dds Profit Sharing Plan-5---
200515$146,504$66,116$13,223iApproximate average salary by contribution assumption: employee only about $330,580 at 4% or $220,387 at 6%; with 50% employer match about $220,387 at 4% or $146,924 at 6%; with 100% employer match about $165,290 at 4% or $110,193 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-5$146,504$66,116$13,223iApproximate average salary by contribution assumption: employee only about $330,580 at 4% or $220,387 at 6%; with 50% employer match about $220,387 at 4% or $146,924 at 6%; with 100% employer match about $165,290 at 4% or $110,193 at 6%.
200414$72,525$32,943$8,236iApproximate average salary by contribution assumption: employee only about $205,894 at 4% or $137,263 at 6%; with 50% employer match about $137,263 at 4% or $91,508 at 6%; with 100% employer match about $102,947 at 4% or $68,631 at 6%.
Kerry Shimizu, Dds Profit Sharing Plan-4$72,525$32,943$8,236iApproximate average salary by contribution assumption: employee only about $205,894 at 4% or $137,263 at 6%; with 50% employer match about $137,263 at 4% or $91,508 at 6%; with 100% employer match about $102,947 at 4% or $68,631 at 6%.