Civic Intelligence

James S. Socoloske, D.D.S. Inc.

Plan context: James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan

EIN 33-0940990 • Newport Beach, CA • 22 filings • 5 plans

355 Placentia Avenue, Suite 304Newport Beach, CA 92663
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$2,783,221

2015 Contributions

$57,400

Historical Graphs

Total Assets Over Time

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

$2,783,221$1,391,611$0200220082014YearValue
$2,783,221Latest year 2014

Participants Over Time

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

420200220082014YearValue
4Latest year 2014

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
201510$0$0-
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-0$0--
201414$2,783,221$57,400$14,350iApproximate average salary by contribution assumption: employee only about $358,750 at 4% or $239,167 at 6%; with 50% employer match about $239,167 at 4% or $159,444 at 6%; with 100% employer match about $179,375 at 4% or $119,583 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$2,783,221$57,400$14,350iApproximate average salary by contribution assumption: employee only about $358,750 at 4% or $239,167 at 6%; with 50% employer match about $239,167 at 4% or $159,444 at 6%; with 100% employer match about $179,375 at 4% or $119,583 at 6%.
201314$2,655,313$57,241$14,310iApproximate average salary by contribution assumption: employee only about $357,756 at 4% or $238,504 at 6%; with 50% employer match about $238,504 at 4% or $159,003 at 6%; with 100% employer match about $178,878 at 4% or $119,252 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$2,655,313$57,241$14,310iApproximate average salary by contribution assumption: employee only about $357,756 at 4% or $238,504 at 6%; with 50% employer match about $238,504 at 4% or $159,003 at 6%; with 100% employer match about $178,878 at 4% or $119,252 at 6%.
201214$1,981,167$50,077$12,519iApproximate average salary by contribution assumption: employee only about $312,981 at 4% or $208,654 at 6%; with 50% employer match about $208,654 at 4% or $139,103 at 6%; with 100% employer match about $156,491 at 4% or $104,327 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,981,167$50,077$12,519iApproximate average salary by contribution assumption: employee only about $312,981 at 4% or $208,654 at 6%; with 50% employer match about $208,654 at 4% or $139,103 at 6%; with 100% employer match about $156,491 at 4% or $104,327 at 6%.
201114$1,658,553$461,750$115,438iApproximate average salary by contribution assumption: employee only about $2,885,938 at 4% or $1,923,958 at 6%; with 50% employer match about $1,923,958 at 4% or $1,282,639 at 6%; with 100% employer match about $1,442,969 at 4% or $961,979 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,658,553$461,750$115,438iApproximate average salary by contribution assumption: employee only about $2,885,938 at 4% or $1,923,958 at 6%; with 50% employer match about $1,923,958 at 4% or $1,282,639 at 6%; with 100% employer match about $1,442,969 at 4% or $961,979 at 6%.
201024$1,315,030$43,653$10,913iApproximate average salary by contribution assumption: employee only about $272,831 at 4% or $181,888 at 6%; with 50% employer match about $181,888 at 4% or $121,258 at 6%; with 100% employer match about $136,416 at 4% or $90,944 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,315,030$43,653$10,913iApproximate average salary by contribution assumption: employee only about $272,831 at 4% or $181,888 at 6%; with 50% employer match about $181,888 at 4% or $121,258 at 6%; with 100% employer match about $136,416 at 4% or $90,944 at 6%.
James S. Socoloske, D.D.S. Inc. Cash Balance Plan-0$0--
200924$1,454,833$96,416$24,104iApproximate average salary by contribution assumption: employee only about $602,600 at 4% or $401,733 at 6%; with 50% employer match about $401,733 at 4% or $267,822 at 6%; with 100% employer match about $301,300 at 4% or $200,867 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,059,937$47,472$11,868iApproximate average salary by contribution assumption: employee only about $296,700 at 4% or $197,800 at 6%; with 50% employer match about $197,800 at 4% or $131,867 at 6%; with 100% employer match about $148,350 at 4% or $98,900 at 6%.
James S. Socoloske, D.D.S. Inc. Cash Balance Plan-3$394,896$48,944$16,315iApproximate average salary by contribution assumption: employee only about $407,867 at 4% or $271,911 at 6%; with 50% employer match about $271,911 at 4% or $181,274 at 6%; with 100% employer match about $203,933 at 4% or $135,956 at 6%.
200824$808,761$52,746$13,187iApproximate average salary by contribution assumption: employee only about $329,663 at 4% or $219,775 at 6%; with 50% employer match about $219,775 at 4% or $146,517 at 6%; with 100% employer match about $164,831 at 4% or $109,888 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$808,761$52,746$13,187iApproximate average salary by contribution assumption: employee only about $329,663 at 4% or $219,775 at 6%; with 50% employer match about $219,775 at 4% or $146,517 at 6%; with 100% employer match about $164,831 at 4% or $109,888 at 6%.
James S. Socoloske, D.D.S. Inc. Cash Balance Plan-3---
200724$1,263,091$71,524$17,881iApproximate average salary by contribution assumption: employee only about $447,025 at 4% or $298,017 at 6%; with 50% employer match about $298,017 at 4% or $198,678 at 6%; with 100% employer match about $223,513 at 4% or $149,008 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,263,091$71,524$17,881iApproximate average salary by contribution assumption: employee only about $447,025 at 4% or $298,017 at 6%; with 50% employer match about $298,017 at 4% or $198,678 at 6%; with 100% employer match about $223,513 at 4% or $149,008 at 6%.
James S. Socoloske, D.D.S. Inc. Cash Balance Plan-3---
200624$1,378,654$258,549$64,637iApproximate average salary by contribution assumption: employee only about $1,615,931 at 4% or $1,077,288 at 6%; with 50% employer match about $1,077,288 at 4% or $718,192 at 6%; with 100% employer match about $807,966 at 4% or $538,644 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,147,165$203,460$50,865iApproximate average salary by contribution assumption: employee only about $1,271,625 at 4% or $847,750 at 6%; with 50% employer match about $847,750 at 4% or $565,167 at 6%; with 100% employer match about $635,813 at 4% or $423,875 at 6%.
James S. Socoloske, D.D.S. Inc. Cash Balance Plan-3$231,489$55,089$18,363iApproximate average salary by contribution assumption: employee only about $459,075 at 4% or $306,050 at 6%; with 50% employer match about $306,050 at 4% or $204,033 at 6%; with 100% employer match about $229,538 at 4% or $153,025 at 6%.
200524$926,881$102,536$25,634iApproximate average salary by contribution assumption: employee only about $640,850 at 4% or $427,233 at 6%; with 50% employer match about $427,233 at 4% or $284,822 at 6%; with 100% employer match about $320,425 at 4% or $213,617 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$765,857$51,636$12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%.
James S. Socoloske, D.D.S. Inc. Cash Balance Plan-3$161,024$50,900$16,967iApproximate average salary by contribution assumption: employee only about $424,167 at 4% or $282,778 at 6%; with 50% employer match about $282,778 at 4% or $188,519 at 6%; with 100% employer match about $212,083 at 4% or $141,389 at 6%.
200424$738,509$105,032$26,258iApproximate average salary by contribution assumption: employee only about $656,450 at 4% or $437,633 at 6%; with 50% employer match about $437,633 at 4% or $291,756 at 6%; with 100% employer match about $328,225 at 4% or $218,817 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$633,017$54,205$13,551iApproximate average salary by contribution assumption: employee only about $338,781 at 4% or $225,854 at 6%; with 50% employer match about $225,854 at 4% or $150,569 at 6%; with 100% employer match about $169,391 at 4% or $112,927 at 6%.
James S. Socoloske, D.D.S. Inc. Cash Balance Plan-3$105,492$50,827$16,942iApproximate average salary by contribution assumption: employee only about $423,558 at 4% or $282,372 at 6%; with 50% employer match about $282,372 at 4% or $188,248 at 6%; with 100% employer match about $211,779 at 4% or $141,186 at 6%.
200324$531,526$102,862$25,716iApproximate average salary by contribution assumption: employee only about $642,888 at 4% or $428,592 at 6%; with 50% employer match about $428,592 at 4% or $285,728 at 6%; with 100% employer match about $321,444 at 4% or $214,296 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-4$481,129$52,840$13,210iApproximate average salary by contribution assumption: employee only about $330,250 at 4% or $220,167 at 6%; with 50% employer match about $220,167 at 4% or $146,778 at 6%; with 100% employer match about $165,125 at 4% or $110,083 at 6%.
James S. Socoloske, D.D.S. Inc. Cash Balance Plan-3$50,397$50,022$16,674iApproximate average salary by contribution assumption: employee only about $416,850 at 4% or $277,900 at 6%; with 50% employer match about $277,900 at 4% or $185,267 at 6%; with 100% employer match about $208,425 at 4% or $138,950 at 6%.
200213$298,428$51,200$17,067iApproximate average salary by contribution assumption: employee only about $426,667 at 4% or $284,444 at 6%; with 50% employer match about $284,444 at 4% or $189,630 at 6%; with 100% employer match about $213,333 at 4% or $142,222 at 6%.
James S. Socoloske, D.D.S. Inc. 401(K) Profit Sharing Plan-3$298,428$51,200$17,067iApproximate average salary by contribution assumption: employee only about $426,667 at 4% or $284,444 at 6%; with 50% employer match about $284,444 at 4% or $189,630 at 6%; with 100% employer match about $213,333 at 4% or $142,222 at 6%.