Civic Intelligence

Dale a. Sorenson

Plan context: Dale a. Sorenson D.D.S. Integrated Profit Sharing

EIN 35-1575735 • 45 filings • 8 plans

Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$213,214

2018 Contributions

$28,096

Historical Graphs

Total Assets Over Time

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

$2,070,986$1,035,493$0199920102017YearValue
$213,214Latest year 2017

Participants Over Time

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

530199920082016YearValue
4Latest year 2016

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
201810$0$0-
Dale a. Sorenson D.D.S. Integrated Profit Sharing-0---
201720$213,214$0-
Dale a. Sorenson D.D.S. Integrated Profit Sharing-0$213,214--
Dale a. Sorenson Basic Profit Sharing Plan-0---
201624$2,070,986$28,096$7,024iApproximate average salary by contribution assumption: employee only about $175,600 at 4% or $117,067 at 6%; with 50% employer match about $117,067 at 4% or $78,044 at 6%; with 100% employer match about $87,800 at 4% or $58,533 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-4$1,912,454$28,096$7,024iApproximate average salary by contribution assumption: employee only about $175,600 at 4% or $117,067 at 6%; with 50% employer match about $117,067 at 4% or $78,044 at 6%; with 100% employer match about $87,800 at 4% or $58,533 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-2$158,532--
201524$1,918,314$27,585$6,896iApproximate average salary by contribution assumption: employee only about $172,406 at 4% or $114,938 at 6%; with 50% employer match about $114,938 at 4% or $76,625 at 6%; with 100% employer match about $86,203 at 4% or $57,469 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-4$1,775,205$27,585$6,896iApproximate average salary by contribution assumption: employee only about $172,406 at 4% or $114,938 at 6%; with 50% employer match about $114,938 at 4% or $76,625 at 6%; with 100% employer match about $86,203 at 4% or $57,469 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-2$143,109--
201424$1,944,857$36,475$9,119iApproximate average salary by contribution assumption: employee only about $227,969 at 4% or $151,979 at 6%; with 50% employer match about $151,979 at 4% or $101,319 at 6%; with 100% employer match about $113,984 at 4% or $75,990 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-4$1,810,543$36,475$9,119iApproximate average salary by contribution assumption: employee only about $227,969 at 4% or $151,979 at 6%; with 50% employer match about $151,979 at 4% or $101,319 at 6%; with 100% employer match about $113,984 at 4% or $75,990 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-2$134,314--
201324$1,875,791$34,912$8,728iApproximate average salary by contribution assumption: employee only about $218,200 at 4% or $145,467 at 6%; with 50% employer match about $145,467 at 4% or $96,978 at 6%; with 100% employer match about $109,100 at 4% or $72,733 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-4$1,752,988$34,912$8,728iApproximate average salary by contribution assumption: employee only about $218,200 at 4% or $145,467 at 6%; with 50% employer match about $145,467 at 4% or $96,978 at 6%; with 100% employer match about $109,100 at 4% or $72,733 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-2$122,803--
201225$1,611,823$60,828$12,166iApproximate average salary by contribution assumption: employee only about $304,140 at 4% or $202,760 at 6%; with 50% employer match about $202,760 at 4% or $135,173 at 6%; with 100% employer match about $152,070 at 4% or $101,380 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-5$1,515,871$60,828$12,166iApproximate average salary by contribution assumption: employee only about $304,140 at 4% or $202,760 at 6%; with 50% employer match about $202,760 at 4% or $135,173 at 6%; with 100% employer match about $152,070 at 4% or $101,380 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-2$95,952--
201125$915,011$40,865$8,173iApproximate average salary by contribution assumption: employee only about $204,325 at 4% or $136,217 at 6%; with 50% employer match about $136,217 at 4% or $90,811 at 6%; with 100% employer match about $102,163 at 4% or $68,108 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-5$832,414$40,865$8,173iApproximate average salary by contribution assumption: employee only about $204,325 at 4% or $136,217 at 6%; with 50% employer match about $136,217 at 4% or $90,811 at 6%; with 100% employer match about $102,163 at 4% or $68,108 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-2$82,597--
201024$949,467$32,474$8,119iApproximate average salary by contribution assumption: employee only about $202,963 at 4% or $135,308 at 6%; with 50% employer match about $135,308 at 4% or $90,206 at 6%; with 100% employer match about $101,481 at 4% or $67,654 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-4$869,768$32,474$8,119iApproximate average salary by contribution assumption: employee only about $202,963 at 4% or $135,308 at 6%; with 50% employer match about $135,308 at 4% or $90,206 at 6%; with 100% employer match about $101,481 at 4% or $67,654 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-2$79,699--
200934$1,047,167$40,500$10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,563 at 4% or $84,375 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-4$745,485$40,500$10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,563 at 4% or $84,375 at 6%.
Dale a Sorenson Sepira Account-1$232,352--
Dale a. Sorenson Basic Profit Sharing Plan-2$69,330--
200833$175,040$0-
Dale a Sorenson Sepira Account-1$175,040--
Dale a. Sorenson D.D.S. Integrated Profit Sharing-3---
Dale a. Sorenson Basic Profit Sharing Plan-2---
200722$0$0-
Dale a Sorenson Sepira Account-1---
Dale a. Sorenson Basic Profit Sharing Plan-2---
200535$792,912$42,250$8,450iApproximate average salary by contribution assumption: employee only about $211,250 at 4% or $140,833 at 6%; with 50% employer match about $140,833 at 4% or $93,889 at 6%; with 100% employer match about $105,625 at 4% or $70,417 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-5$540,404$42,250$8,450iApproximate average salary by contribution assumption: employee only about $211,250 at 4% or $140,833 at 6%; with 50% employer match about $140,833 at 4% or $93,889 at 6%; with 100% employer match about $105,625 at 4% or $70,417 at 6%.
Dale a Sorenson Sepira Account-0$185,362--
Dale a. Sorenson Basic Profit Sharing Plan-1$67,146--
200435$639,676$38,145$7,629iApproximate average salary by contribution assumption: employee only about $190,725 at 4% or $127,150 at 6%; with 50% employer match about $127,150 at 4% or $84,767 at 6%; with 100% employer match about $95,363 at 4% or $63,575 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-5$395,012$38,145$7,629iApproximate average salary by contribution assumption: employee only about $190,725 at 4% or $127,150 at 6%; with 50% employer match about $127,150 at 4% or $84,767 at 6%; with 100% employer match about $95,363 at 4% or $63,575 at 6%.
Dale a Sorenson Sepira Account-0$192,399--
Dale a. Sorenson Basic Profit Sharing Plan-1$52,265--
200335$526,533$36,198$7,240iApproximate average salary by contribution assumption: employee only about $180,990 at 4% or $120,660 at 6%; with 50% employer match about $120,660 at 4% or $80,440 at 6%; with 100% employer match about $90,495 at 4% or $60,330 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-5$310,377$36,198$7,240iApproximate average salary by contribution assumption: employee only about $180,990 at 4% or $120,660 at 6%; with 50% employer match about $120,660 at 4% or $80,440 at 6%; with 100% employer match about $90,495 at 4% or $60,330 at 6%.
Dale a Sorenson Sepira Account-0$170,590--
Dale a. Sorenson Basic Profit Sharing Plan-1$45,566--
200233$278,193$32,815$10,938iApproximate average salary by contribution assumption: employee only about $273,458 at 4% or $182,306 at 6%; with 50% employer match about $182,306 at 4% or $121,537 at 6%; with 100% employer match about $136,729 at 4% or $91,153 at 6%.
Dale a. Sorenson D.D.S. Integrated Profit Sharing-3$242,401$32,815$10,938iApproximate average salary by contribution assumption: employee only about $273,458 at 4% or $182,306 at 6%; with 50% employer match about $182,306 at 4% or $121,537 at 6%; with 100% employer match about $136,729 at 4% or $91,153 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-1$35,792--
Dale a Sorenson Sepira Account-1---
200133$0$0-
Dale a Sorenson Sepira Account-1---
Dale a. Sorenson Basic Profit Sharing Plan-1---
Dale a. Sorenson Basic Profit Sharing Plan-3---
200033$248,839$17,939$5,980iApproximate average salary by contribution assumption: employee only about $149,492 at 4% or $99,661 at 6%; with 50% employer match about $99,661 at 4% or $66,441 at 6%; with 100% employer match about $74,746 at 4% or $49,831 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-3$195,793$17,939$5,980iApproximate average salary by contribution assumption: employee only about $149,492 at 4% or $99,661 at 6%; with 50% employer match about $99,661 at 4% or $66,441 at 6%; with 100% employer match about $74,746 at 4% or $49,831 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-1$53,046--
Dale a Sorenson Sepira Account-0---
199923$258,183$24,268$8,089iApproximate average salary by contribution assumption: employee only about $202,233 at 4% or $134,822 at 6%; with 50% employer match about $134,822 at 4% or $89,881 at 6%; with 100% employer match about $101,117 at 4% or $67,411 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-3$217,755$24,268$8,089iApproximate average salary by contribution assumption: employee only about $202,233 at 4% or $134,822 at 6%; with 50% employer match about $134,822 at 4% or $89,881 at 6%; with 100% employer match about $101,117 at 4% or $67,411 at 6%.
Dale a. Sorenson Basic Profit Sharing Plan-1$40,428--