Civic Intelligence

Ana Simerlein, D.D.S.

Plan context: Ana Simerlein, D.D.S. Profit Sharing Plan

EIN 33-0941439 • San Diego, CA • 12 filings • 1 plans

1919 Grand AvenueSuite 1PSan Diego, CA 92109
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$918,178

2020 Contributions

$14,095

Historical Graphs

Total Assets Over Time

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

$935,032$467,516$0200920142019YearValue
$918,178Latest year 2019

Participants Over Time

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

320200920142019YearValue
2Latest year 2019

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
202010$0$0-
Ana Simerlein, D.D.S. Profit Sharing Plan-0$0$0-
201912$918,178$14,095$7,048iApproximate average salary by contribution assumption: employee only about $176,188 at 4% or $117,458 at 6%; with 50% employer match about $117,458 at 4% or $78,306 at 6%; with 100% employer match about $88,094 at 4% or $58,729 at 6%.
Ana Simerlein, D.D.S. Profit Sharing Plan-2$918,178$14,095$7,048iApproximate average salary by contribution assumption: employee only about $176,188 at 4% or $117,458 at 6%; with 50% employer match about $117,458 at 4% or $78,306 at 6%; with 100% employer match about $88,094 at 4% or $58,729 at 6%.
201812$768,707$21,576$10,788iApproximate average salary by contribution assumption: employee only about $269,700 at 4% or $179,800 at 6%; with 50% employer match about $179,800 at 4% or $119,867 at 6%; with 100% employer match about $134,850 at 4% or $89,900 at 6%.
Ana Simerlein, D.D.S. Profit Sharing Plan-2$768,707$21,576$10,788iApproximate average salary by contribution assumption: employee only about $269,700 at 4% or $179,800 at 6%; with 50% employer match about $179,800 at 4% or $119,867 at 6%; with 100% employer match about $134,850 at 4% or $89,900 at 6%.
201713$935,032$22,054$7,351iApproximate average salary by contribution assumption: employee only about $183,783 at 4% or $122,522 at 6%; with 50% employer match about $122,522 at 4% or $81,681 at 6%; with 100% employer match about $91,892 at 4% or $61,261 at 6%.
Ana Simerlein, D.D.S. Profit Sharing Plan-3$935,032$22,054$7,351iApproximate average salary by contribution assumption: employee only about $183,783 at 4% or $122,522 at 6%; with 50% employer match about $122,522 at 4% or $81,681 at 6%; with 100% employer match about $91,892 at 4% or $61,261 at 6%.
201613$829,297$24,890$8,297iApproximate average salary by contribution assumption: employee only about $207,417 at 4% or $138,278 at 6%; with 50% employer match about $138,278 at 4% or $92,185 at 6%; with 100% employer match about $103,708 at 4% or $69,139 at 6%.
Ana Simerlein, D.D.S. Profit Sharing Plan-3$829,297$24,890$8,297iApproximate average salary by contribution assumption: employee only about $207,417 at 4% or $138,278 at 6%; with 50% employer match about $138,278 at 4% or $92,185 at 6%; with 100% employer match about $103,708 at 4% or $69,139 at 6%.
201513$758,776$24,912$8,304iApproximate average salary by contribution assumption: employee only about $207,600 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,267 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
Ana Simerlein, D.D.S. Profit Sharing Plan-3$758,776$24,912$8,304iApproximate average salary by contribution assumption: employee only about $207,600 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,267 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
201413$746,819$0-
Ana Simerlein, D.D.S. Profit Sharing Plan-3$746,819--
201313$713,133$28,448$9,483iApproximate average salary by contribution assumption: employee only about $237,067 at 4% or $158,044 at 6%; with 50% employer match about $158,044 at 4% or $105,363 at 6%; with 100% employer match about $118,533 at 4% or $79,022 at 6%.
Ana Simerlein, D.D.S. Profit Sharing Plan-3$713,133$28,448$9,483iApproximate average salary by contribution assumption: employee only about $237,067 at 4% or $158,044 at 6%; with 50% employer match about $158,044 at 4% or $105,363 at 6%; with 100% employer match about $118,533 at 4% or $79,022 at 6%.
201212$598,661$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Ana Simerlein, D.D.S. Profit Sharing Plan-2$598,661$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201112$545,850$0-
Ana Simerlein, D.D.S. Profit Sharing Plan-2$545,850--
201012$549,265$23,365$11,683iApproximate average salary by contribution assumption: employee only about $292,063 at 4% or $194,708 at 6%; with 50% employer match about $194,708 at 4% or $129,806 at 6%; with 100% employer match about $146,031 at 4% or $97,354 at 6%.
Ana Simerlein, D.D.S. Profit Sharing Plan-2$549,265$23,365$11,683iApproximate average salary by contribution assumption: employee only about $292,063 at 4% or $194,708 at 6%; with 50% employer match about $194,708 at 4% or $129,806 at 6%; with 100% employer match about $146,031 at 4% or $97,354 at 6%.
200912$479,870$0-
Ana Simerlein, D.D.S. Profit Sharing Plan-2$479,870--