John W. Distel, D.M.D., M.S Ltd.
Plan context: John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust
EIN 36-4397863 • Lake Zurich, IL • 34 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$4,148,196
2024 Contributions
$2,653,738
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 | 8 | $4,148,196 | $2,653,738 | $331,717iApproximate average salary by contribution assumption: employee only about $8,292,931 at 4% or $5,528,621 at 6%; with 50% employer match about $5,528,621 at 4% or $3,685,747 at 6%; with 100% employer match about $4,146,466 at 4% or $2,764,310 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 8 | $4,148,196 | $2,653,738 | $331,717iApproximate average salary by contribution assumption: employee only about $8,292,931 at 4% or $5,528,621 at 6%; with 50% employer match about $5,528,621 at 4% or $3,685,747 at 6%; with 100% employer match about $4,146,466 at 4% or $2,764,310 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2023 | 2 | 8 | $3,908,222 | $108,493 | $13,562iApproximate average salary by contribution assumption: employee only about $339,041 at 4% or $226,027 at 6%; with 50% employer match about $226,027 at 4% or $150,685 at 6%; with 100% employer match about $169,520 at 4% or $113,014 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 8 | $2,665,565 | $0 | - |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 7 | $1,242,657 | $108,493 | $15,499iApproximate average salary by contribution assumption: employee only about $387,475 at 4% or $258,317 at 6%; with 50% employer match about $258,317 at 4% or $172,211 at 6%; with 100% employer match about $193,738 at 4% or $129,158 at 6%. |
| 2022 | 2 | 7 | $3,630,865 | $104,542 | $14,935iApproximate average salary by contribution assumption: employee only about $373,364 at 4% or $248,910 at 6%; with 50% employer match about $248,910 at 4% or $165,940 at 6%; with 100% employer match about $186,682 at 4% or $124,455 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 7 | $2,550,124 | $0 | - |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,080,741 | $104,542 | $20,908iApproximate average salary by contribution assumption: employee only about $522,710 at 4% or $348,473 at 6%; with 50% employer match about $348,473 at 4% or $232,316 at 6%; with 100% employer match about $261,355 at 4% or $174,237 at 6%. |
| 2021 | 2 | 8 | $3,706,902 | $109,276 | $13,660iApproximate average salary by contribution assumption: employee only about $341,488 at 4% or $227,658 at 6%; with 50% employer match about $227,658 at 4% or $151,772 at 6%; with 100% employer match about $170,744 at 4% or $113,829 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 8 | $2,667,720 | $0 | - |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 8 | $1,039,182 | $109,276 | $13,660iApproximate average salary by contribution assumption: employee only about $341,488 at 4% or $227,658 at 6%; with 50% employer match about $227,658 at 4% or $151,772 at 6%; with 100% employer match about $170,744 at 4% or $113,829 at 6%. |
| 2020 | 2 | 7 | $3,605,513 | $245,500 | $35,071iApproximate average salary by contribution assumption: employee only about $876,786 at 4% or $584,524 at 6%; with 50% employer match about $584,524 at 4% or $389,683 at 6%; with 100% employer match about $438,393 at 4% or $292,262 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 7 | $2,675,660 | $173,861 | $24,837iApproximate average salary by contribution assumption: employee only about $620,932 at 4% or $413,955 at 6%; with 50% employer match about $413,955 at 4% or $275,970 at 6%; with 100% employer match about $310,466 at 4% or $206,977 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 7 | $929,853 | $71,639 | $10,234iApproximate average salary by contribution assumption: employee only about $255,854 at 4% or $170,569 at 6%; with 50% employer match about $170,569 at 4% or $113,713 at 6%; with 100% employer match about $127,927 at 4% or $85,285 at 6%. |
| 2019 | 2 | 8 | $3,220,390 | $89,910 | $11,239iApproximate average salary by contribution assumption: employee only about $280,969 at 4% or $187,313 at 6%; with 50% employer match about $187,313 at 4% or $124,875 at 6%; with 100% employer match about $140,484 at 4% or $93,656 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 8 | $2,395,028 | $28,878 | $3,610iApproximate average salary by contribution assumption: employee only about $90,244 at 4% or $60,163 at 6%; with 50% employer match about $60,163 at 4% or $40,108 at 6%; with 100% employer match about $45,122 at 4% or $30,081 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 6 | $825,362 | $61,032 | $10,172iApproximate average salary by contribution assumption: employee only about $254,300 at 4% or $169,533 at 6%; with 50% employer match about $169,533 at 4% or $113,022 at 6%; with 100% employer match about $127,150 at 4% or $84,767 at 6%. |
| 2018 | 2 | 8 | $2,930,194 | $246,226 | $30,778iApproximate average salary by contribution assumption: employee only about $769,456 at 4% or $512,971 at 6%; with 50% employer match about $512,971 at 4% or $341,981 at 6%; with 100% employer match about $384,728 at 4% or $256,485 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 7 | $2,210,573 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 8 | $719,621 | $46,226 | $5,778iApproximate average salary by contribution assumption: employee only about $144,456 at 4% or $96,304 at 6%; with 50% employer match about $96,304 at 4% or $64,203 at 6%; with 100% employer match about $72,228 at 4% or $48,152 at 6%. |
| 2017 | 2 | 8 | $2,681,411 | $428,108 | $53,514iApproximate average salary by contribution assumption: employee only about $1,337,838 at 4% or $891,892 at 6%; with 50% employer match about $891,892 at 4% or $594,594 at 6%; with 100% employer match about $668,919 at 4% or $445,946 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 8 | $2,011,139 | $379,136 | $47,392iApproximate average salary by contribution assumption: employee only about $1,184,800 at 4% or $789,867 at 6%; with 50% employer match about $789,867 at 4% or $526,578 at 6%; with 100% employer match about $592,400 at 4% or $394,933 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 8 | $670,272 | $48,972 | $6,122iApproximate average salary by contribution assumption: employee only about $153,038 at 4% or $102,025 at 6%; with 50% employer match about $102,025 at 4% or $68,017 at 6%; with 100% employer match about $76,519 at 4% or $51,013 at 6%. |
| 2016 | 2 | 7 | $2,220,514 | $384,000 | $54,857iApproximate average salary by contribution assumption: employee only about $1,371,429 at 4% or $914,286 at 6%; with 50% employer match about $914,286 at 4% or $609,524 at 6%; with 100% employer match about $685,714 at 4% or $457,143 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 7 | $1,612,424 | $338,772 | $48,396iApproximate average salary by contribution assumption: employee only about $1,209,900 at 4% or $806,600 at 6%; with 50% employer match about $806,600 at 4% or $537,733 at 6%; with 100% employer match about $604,950 at 4% or $403,300 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 7 | $608,090 | $45,228 | $6,461iApproximate average salary by contribution assumption: employee only about $161,529 at 4% or $107,686 at 6%; with 50% employer match about $107,686 at 4% or $71,790 at 6%; with 100% employer match about $80,764 at 4% or $53,843 at 6%. |
| 2015 | 2 | 6 | $1,808,021 | $484,257 | $80,710iApproximate average salary by contribution assumption: employee only about $2,017,738 at 4% or $1,345,158 at 6%; with 50% employer match about $1,345,158 at 4% or $896,772 at 6%; with 100% employer match about $1,008,869 at 4% or $672,579 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 6 | $1,259,327 | $440,000 | $73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 6 | $548,694 | $44,257 | $7,376iApproximate average salary by contribution assumption: employee only about $184,404 at 4% or $122,936 at 6%; with 50% employer match about $122,936 at 4% or $81,957 at 6%; with 100% employer match about $92,202 at 4% or $61,468 at 6%. |
| 2014 | 2 | 7 | $1,326,917 | $345,953 | $49,422iApproximate average salary by contribution assumption: employee only about $1,235,546 at 4% or $823,698 at 6%; with 50% employer match about $823,698 at 4% or $549,132 at 6%; with 100% employer match about $617,773 at 4% or $411,849 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 5 | $808,772 | $300,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 7 | $518,145 | $45,953 | $6,565iApproximate average salary by contribution assumption: employee only about $164,118 at 4% or $109,412 at 6%; with 50% employer match about $109,412 at 4% or $72,941 at 6%; with 100% employer match about $82,059 at 4% or $54,706 at 6%. |
| 2013 | 2 | 7 | $978,100 | $180,218 | $25,745iApproximate average salary by contribution assumption: employee only about $643,636 at 4% or $429,090 at 6%; with 50% employer match about $429,090 at 4% or $286,060 at 6%; with 100% employer match about $321,818 at 4% or $214,545 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 5 | $503,538 | $125,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 7 | $474,562 | $55,218 | $7,888iApproximate average salary by contribution assumption: employee only about $197,207 at 4% or $131,471 at 6%; with 50% employer match about $131,471 at 4% or $87,648 at 6%; with 100% employer match about $98,604 at 4% or $65,736 at 6%. |
| 2012 | 2 | 8 | $874,150 | $169,075 | $21,134iApproximate average salary by contribution assumption: employee only about $528,359 at 4% or $352,240 at 6%; with 50% employer match about $352,240 at 4% or $234,826 at 6%; with 100% employer match about $264,180 at 4% or $176,120 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 8 | $490,889 | $45,333 | $5,667iApproximate average salary by contribution assumption: employee only about $141,666 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 7 | $383,261 | $123,742 | $17,677iApproximate average salary by contribution assumption: employee only about $441,936 at 4% or $294,624 at 6%; with 50% employer match about $294,624 at 4% or $196,416 at 6%; with 100% employer match about $220,968 at 4% or $147,312 at 6%. |
| 2011 | 2 | 7 | $693,599 | $167,929 | $23,990iApproximate average salary by contribution assumption: employee only about $599,746 at 4% or $399,831 at 6%; with 50% employer match about $399,831 at 4% or $266,554 at 6%; with 100% employer match about $299,873 at 4% or $199,915 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 7 | $436,875 | $50,846 | $7,264iApproximate average salary by contribution assumption: employee only about $181,593 at 4% or $121,062 at 6%; with 50% employer match about $121,062 at 4% or $80,708 at 6%; with 100% employer match about $90,796 at 4% or $60,531 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 6 | $256,724 | $117,083 | $19,514iApproximate average salary by contribution assumption: employee only about $487,846 at 4% or $325,231 at 6%; with 50% employer match about $325,231 at 4% or $216,820 at 6%; with 100% employer match about $243,923 at 4% or $162,615 at 6%. |
| 2010 | 2 | 7 | $530,774 | $147,564 | $21,081iApproximate average salary by contribution assumption: employee only about $527,014 at 4% or $351,343 at 6%; with 50% employer match about $351,343 at 4% or $234,229 at 6%; with 100% employer match about $263,507 at 4% or $175,671 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 7 | $390,605 | $54,017 | $7,717iApproximate average salary by contribution assumption: employee only about $192,918 at 4% or $128,612 at 6%; with 50% employer match about $128,612 at 4% or $85,741 at 6%; with 100% employer match about $96,459 at 4% or $64,306 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 6 | $140,169 | $93,547 | $15,591iApproximate average salary by contribution assumption: employee only about $389,779 at 4% or $259,853 at 6%; with 50% employer match about $259,853 at 4% or $173,235 at 6%; with 100% employer match about $194,890 at 4% or $129,926 at 6%. |
| 2009 | 2 | 6 | $364,332 | $88,774 | $14,796iApproximate average salary by contribution assumption: employee only about $369,892 at 4% or $246,594 at 6%; with 50% employer match about $246,594 at 4% or $164,396 at 6%; with 100% employer match about $184,946 at 4% or $123,297 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 6 | $317,984 | $42,427 | $7,071iApproximate average salary by contribution assumption: employee only about $176,779 at 4% or $117,853 at 6%; with 50% employer match about $117,853 at 4% or $78,569 at 6%; with 100% employer match about $88,390 at 4% or $58,926 at 6%. |
| John W. Distel, D.M.D., M.S. Ltd. Cash Balance Pension Plan & Trust | - | 5 | $46,348 | $46,347 | $9,269iApproximate average salary by contribution assumption: employee only about $231,735 at 4% or $154,490 at 6%; with 50% employer match about $154,490 at 4% or $102,993 at 6%; with 100% employer match about $115,868 at 4% or $77,245 at 6%. |
| 2008 | 1 | 5 | $247,721 | $167,429 | $33,486iApproximate average salary by contribution assumption: employee only about $837,145 at 4% or $558,097 at 6%; with 50% employer match about $558,097 at 4% or $372,064 at 6%; with 100% employer match about $418,573 at 4% or $279,048 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 5 | $247,721 | $167,429 | $33,486iApproximate average salary by contribution assumption: employee only about $837,145 at 4% or $558,097 at 6%; with 50% employer match about $558,097 at 4% or $372,064 at 6%; with 100% employer match about $418,573 at 4% or $279,048 at 6%. |
| 2007 | 1 | 5 | $73,507 | $72,888 | $14,578iApproximate average salary by contribution assumption: employee only about $364,440 at 4% or $242,960 at 6%; with 50% employer match about $242,960 at 4% or $161,973 at 6%; with 100% employer match about $182,220 at 4% or $121,480 at 6%. |
| John W. Distel, D.M.D., M.S Ltd. 401(K) Profit Sharing Plan & Trust | - | 5 | $73,507 | $72,888 | $14,578iApproximate average salary by contribution assumption: employee only about $364,440 at 4% or $242,960 at 6%; with 50% employer match about $242,960 at 4% or $161,973 at 6%; with 100% employer match about $182,220 at 4% or $121,480 at 6%. |