Andrew a. Peterson, D.D.S. Inc.
Plan context: Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust
EIN 34-1212579 • Fremont, OH • 31 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,684,595
2024 Contributions
$257,053
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 12 | $3,684,595 | $257,053 | $21,421iApproximate average salary by contribution assumption: employee only about $535,527 at 4% or $357,018 at 6%; with 50% employer match about $357,018 at 4% or $238,012 at 6%; with 100% employer match about $267,764 at 4% or $178,509 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 12 | $3,032,272 | $157,053 | $13,088iApproximate average salary by contribution assumption: employee only about $327,194 at 4% or $218,129 at 6%; with 50% employer match about $218,129 at 4% or $145,419 at 6%; with 100% employer match about $163,597 at 4% or $109,065 at 6%. |
| ANDREW A. PETERSON, D.D.S., INC. CASH BALANCE PLAN AND TRUST | - | 8 | $652,323 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2023 | 2 | 18 | $3,089,995 | $249,453 | $13,859iApproximate average salary by contribution assumption: employee only about $346,463 at 4% or $230,975 at 6%; with 50% employer match about $230,975 at 4% or $153,983 at 6%; with 100% employer match about $173,231 at 4% or $115,488 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 18 | $2,586,049 | $149,453 | $8,303iApproximate average salary by contribution assumption: employee only about $207,574 at 4% or $138,382 at 6%; with 50% employer match about $138,382 at 4% or $92,255 at 6%; with 100% employer match about $103,787 at 4% or $69,191 at 6%. |
| ANDREW A. PETERSON, D.D.S., INC. CASH BALANCE PLAN AND TRUST | - | 6 | $503,946 | $100,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2022 | 2 | 13 | $2,526,403 | $247,254 | $19,020iApproximate average salary by contribution assumption: employee only about $475,488 at 4% or $316,992 at 6%; with 50% employer match about $316,992 at 4% or $211,328 at 6%; with 100% employer match about $237,744 at 4% or $158,496 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 13 | $2,144,181 | $147,254 | $11,327iApproximate average salary by contribution assumption: employee only about $283,181 at 4% or $188,787 at 6%; with 50% employer match about $188,787 at 4% or $125,858 at 6%; with 100% employer match about $141,590 at 4% or $94,394 at 6%. |
| ANDREW A. PETERSON, D.D.S., INC. CASH BALANCE PLAN AND TRUST | - | 7 | $382,222 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2021 | 2 | 12 | $3,009,561 | $220,184 | $18,349iApproximate average salary by contribution assumption: employee only about $458,717 at 4% or $305,811 at 6%; with 50% employer match about $305,811 at 4% or $203,874 at 6%; with 100% employer match about $229,358 at 4% or $152,906 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 12 | $2,702,643 | $120,184 | $10,015iApproximate average salary by contribution assumption: employee only about $250,383 at 4% or $166,922 at 6%; with 50% employer match about $166,922 at 4% or $111,281 at 6%; with 100% employer match about $125,192 at 4% or $83,461 at 6%. |
| ANDREW A. PETERSON, D.D.S., INC. CASH BALANCE PLAN AND TRUST | - | 8 | $306,918 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2020 | 2 | 11 | $2,419,184 | $208,492 | $18,954iApproximate average salary by contribution assumption: employee only about $473,845 at 4% or $315,897 at 6%; with 50% employer match about $315,897 at 4% or $210,598 at 6%; with 100% employer match about $236,923 at 4% or $157,948 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 11 | $2,218,959 | $108,492 | $9,863iApproximate average salary by contribution assumption: employee only about $246,573 at 4% or $164,382 at 6%; with 50% employer match about $164,382 at 4% or $109,588 at 6%; with 100% employer match about $123,286 at 4% or $82,191 at 6%. |
| ANDREW A. PETERSON, D.D.S., INC. CASH BALANCE PLAN AND TRUST | - | 8 | $200,225 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2019 | 2 | 13 | $1,804,391 | $213,546 | $16,427iApproximate average salary by contribution assumption: employee only about $410,665 at 4% or $273,777 at 6%; with 50% employer match about $273,777 at 4% or $182,518 at 6%; with 100% employer match about $205,333 at 4% or $136,888 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 13 | $1,704,391 | $113,546 | $8,734iApproximate average salary by contribution assumption: employee only about $218,358 at 4% or $145,572 at 6%; with 50% employer match about $145,572 at 4% or $97,048 at 6%; with 100% employer match about $109,179 at 4% or $72,786 at 6%. |
| ANDREW A. PETERSON, D.D.S., INC. CASH BALANCE PLAN AND TRUST | - | 8 | $100,000 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2018 | 1 | 10 | $1,276,124 | $105,691 | $10,569iApproximate average salary by contribution assumption: employee only about $264,228 at 4% or $176,152 at 6%; with 50% employer match about $176,152 at 4% or $117,434 at 6%; with 100% employer match about $132,114 at 4% or $88,076 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 10 | $1,276,124 | $105,691 | $10,569iApproximate average salary by contribution assumption: employee only about $264,228 at 4% or $176,152 at 6%; with 50% employer match about $176,152 at 4% or $117,434 at 6%; with 100% employer match about $132,114 at 4% or $88,076 at 6%. |
| 2017 | 1 | 10 | $1,297,172 | $95,211 | $9,521iApproximate average salary by contribution assumption: employee only about $238,028 at 4% or $158,685 at 6%; with 50% employer match about $158,685 at 4% or $105,790 at 6%; with 100% employer match about $119,014 at 4% or $79,343 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 10 | $1,297,172 | $95,211 | $9,521iApproximate average salary by contribution assumption: employee only about $238,028 at 4% or $158,685 at 6%; with 50% employer match about $158,685 at 4% or $105,790 at 6%; with 100% employer match about $119,014 at 4% or $79,343 at 6%. |
| 2016 | 1 | 7 | $968,531 | $92,306 | $13,187iApproximate average salary by contribution assumption: employee only about $329,664 at 4% or $219,776 at 6%; with 50% employer match about $219,776 at 4% or $146,517 at 6%; with 100% employer match about $164,832 at 4% or $109,888 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 7 | $968,531 | $92,306 | $13,187iApproximate average salary by contribution assumption: employee only about $329,664 at 4% or $219,776 at 6%; with 50% employer match about $219,776 at 4% or $146,517 at 6%; with 100% employer match about $164,832 at 4% or $109,888 at 6%. |
| 2015 | 1 | 8 | $807,844 | $100,427 | $12,553iApproximate average salary by contribution assumption: employee only about $313,834 at 4% or $209,223 at 6%; with 50% employer match about $209,223 at 4% or $139,482 at 6%; with 100% employer match about $156,917 at 4% or $104,611 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $807,844 | $100,427 | $12,553iApproximate average salary by contribution assumption: employee only about $313,834 at 4% or $209,223 at 6%; with 50% employer match about $209,223 at 4% or $139,482 at 6%; with 100% employer match about $156,917 at 4% or $104,611 at 6%. |
| 2014 | 1 | 9 | $691,149 | $107,590 | $11,954iApproximate average salary by contribution assumption: employee only about $298,861 at 4% or $199,241 at 6%; with 50% employer match about $199,241 at 4% or $132,827 at 6%; with 100% employer match about $149,431 at 4% or $99,620 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 9 | $691,149 | $107,590 | $11,954iApproximate average salary by contribution assumption: employee only about $298,861 at 4% or $199,241 at 6%; with 50% employer match about $199,241 at 4% or $132,827 at 6%; with 100% employer match about $149,431 at 4% or $99,620 at 6%. |
| 2013 | 1 | 8 | $540,348 | $70,994 | $8,874iApproximate average salary by contribution assumption: employee only about $221,856 at 4% or $147,904 at 6%; with 50% employer match about $147,904 at 4% or $98,603 at 6%; with 100% employer match about $110,928 at 4% or $73,952 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $540,348 | $70,994 | $8,874iApproximate average salary by contribution assumption: employee only about $221,856 at 4% or $147,904 at 6%; with 50% employer match about $147,904 at 4% or $98,603 at 6%; with 100% employer match about $110,928 at 4% or $73,952 at 6%. |
| 2012 | 1 | 8 | $356,385 | $35,078 | $4,385iApproximate average salary by contribution assumption: employee only about $109,619 at 4% or $73,079 at 6%; with 50% employer match about $73,079 at 4% or $48,719 at 6%; with 100% employer match about $54,809 at 4% or $36,540 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $356,385 | $35,078 | $4,385iApproximate average salary by contribution assumption: employee only about $109,619 at 4% or $73,079 at 6%; with 50% employer match about $73,079 at 4% or $48,719 at 6%; with 100% employer match about $54,809 at 4% or $36,540 at 6%. |
| 2011 | 1 | 8 | $271,102 | $35,400 | $4,425iApproximate average salary by contribution assumption: employee only about $110,625 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,167 at 6%; with 100% employer match about $55,313 at 4% or $36,875 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $271,102 | $35,400 | $4,425iApproximate average salary by contribution assumption: employee only about $110,625 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,167 at 6%; with 100% employer match about $55,313 at 4% or $36,875 at 6%. |
| 2010 | 1 | 8 | $329,192 | $33,185 | $4,148iApproximate average salary by contribution assumption: employee only about $103,703 at 4% or $69,135 at 6%; with 50% employer match about $69,135 at 4% or $46,090 at 6%; with 100% employer match about $51,852 at 4% or $34,568 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $329,192 | $33,185 | $4,148iApproximate average salary by contribution assumption: employee only about $103,703 at 4% or $69,135 at 6%; with 50% employer match about $69,135 at 4% or $46,090 at 6%; with 100% employer match about $51,852 at 4% or $34,568 at 6%. |
| 2009 | 1 | 8 | $263,632 | $33,749 | $4,219iApproximate average salary by contribution assumption: employee only about $105,466 at 4% or $70,310 at 6%; with 50% employer match about $70,310 at 4% or $46,874 at 6%; with 100% employer match about $52,733 at 4% or $35,155 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $263,632 | $33,749 | $4,219iApproximate average salary by contribution assumption: employee only about $105,466 at 4% or $70,310 at 6%; with 50% employer match about $70,310 at 4% or $46,874 at 6%; with 100% employer match about $52,733 at 4% or $35,155 at 6%. |
| 2008 | 1 | 10 | $168,797 | $34,167 | $3,417iApproximate average salary by contribution assumption: employee only about $85,418 at 4% or $56,945 at 6%; with 50% employer match about $56,945 at 4% or $37,963 at 6%; with 100% employer match about $42,709 at 4% or $28,473 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 10 | $168,797 | $34,167 | $3,417iApproximate average salary by contribution assumption: employee only about $85,418 at 4% or $56,945 at 6%; with 50% employer match about $56,945 at 4% or $37,963 at 6%; with 100% employer match about $42,709 at 4% or $28,473 at 6%. |
| 2006 | 1 | 7 | $166,332 | $153,710 | $21,959iApproximate average salary by contribution assumption: employee only about $548,964 at 4% or $365,976 at 6%; with 50% employer match about $365,976 at 4% or $243,984 at 6%; with 100% employer match about $274,482 at 4% or $182,988 at 6%. |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 7 | $166,332 | $153,710 | $21,959iApproximate average salary by contribution assumption: employee only about $548,964 at 4% or $365,976 at 6%; with 50% employer match about $365,976 at 4% or $243,984 at 6%; with 100% employer match about $274,482 at 4% or $182,988 at 6%. |
| 2003 | 1 | 0 | $0 | $0 | - |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 0 | - | - | - |
| J D PETERSON DDS INC EMPLOYEE PENSION PLAN AND TRUST | - | 0 | - | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 0 | - | - | - |
| J D PETERSON DDS INC EMPLOYEE PENSION PLAN AND TRUST | - | 0 | - | - | - |
| 2000 | 2 | 5 | $0 | $0 | - |
| Andrew a. Peterson, D.D.S. Inc. Employees' Profit Sharing Plan and Trust | - | 5 | - | - | - |
| J.D. PETERSON DDS, INC. EMPLOYEE PENSION PLAN AND TRUST | - | 5 | - | - | - |