Civic Intelligence

Joe Jeppson, DMD LLC

Plan context: Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust

EIN 36-4645073 • Provo, UT • 16 filings • 3 plans

86 N University AveSuite 280Provo, UT 84601
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,152,785

2024 Contributions

$200,074

Historical Graphs

Total Assets Over Time

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

$1,152,785$576,393$0200820172024YearValue
$1,152,785Latest year 2024

Participants Over Time

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

1260200820172024YearValue
9Latest year 2024

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
202429$1,152,785$200,074$22,230iApproximate average salary by contribution assumption: employee only about $555,761 at 4% or $370,507 at 6%; with 50% employer match about $370,507 at 4% or $247,005 at 6%; with 100% employer match about $277,881 at 4% or $185,254 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-9$894,637$60,074$6,675iApproximate average salary by contribution assumption: employee only about $166,872 at 4% or $111,248 at 6%; with 50% employer match about $111,248 at 4% or $74,165 at 6%; with 100% employer match about $83,436 at 4% or $55,624 at 6%.
JOE JEPPSON DMD, LLC DEFINED BENEFIT PLAN-6$258,148$140,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
2023112$747,932$56,767$4,731iApproximate average salary by contribution assumption: employee only about $118,265 at 4% or $78,843 at 6%; with 50% employer match about $78,843 at 4% or $52,562 at 6%; with 100% employer match about $59,132 at 4% or $39,422 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-12$747,932$56,767$4,731iApproximate average salary by contribution assumption: employee only about $118,265 at 4% or $78,843 at 6%; with 50% employer match about $78,843 at 4% or $52,562 at 6%; with 100% employer match about $59,132 at 4% or $39,422 at 6%.
2022111$601,150$97,986$8,908iApproximate average salary by contribution assumption: employee only about $222,695 at 4% or $148,464 at 6%; with 50% employer match about $148,464 at 4% or $98,976 at 6%; with 100% employer match about $111,348 at 4% or $74,232 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-11$601,150$97,986$8,908iApproximate average salary by contribution assumption: employee only about $222,695 at 4% or $148,464 at 6%; with 50% employer match about $148,464 at 4% or $98,976 at 6%; with 100% employer match about $111,348 at 4% or $74,232 at 6%.
202116$599,854$85,527$14,255iApproximate average salary by contribution assumption: employee only about $356,363 at 4% or $237,575 at 6%; with 50% employer match about $237,575 at 4% or $158,383 at 6%; with 100% employer match about $178,181 at 4% or $118,788 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-6$599,854$85,527$14,255iApproximate average salary by contribution assumption: employee only about $356,363 at 4% or $237,575 at 6%; with 50% employer match about $237,575 at 4% or $158,383 at 6%; with 100% employer match about $178,181 at 4% or $118,788 at 6%.
202015$449,038$31,702$6,340iApproximate average salary by contribution assumption: employee only about $158,510 at 4% or $105,673 at 6%; with 50% employer match about $105,673 at 4% or $70,449 at 6%; with 100% employer match about $79,255 at 4% or $52,837 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-5$449,038$31,702$6,340iApproximate average salary by contribution assumption: employee only about $158,510 at 4% or $105,673 at 6%; with 50% employer match about $105,673 at 4% or $70,449 at 6%; with 100% employer match about $79,255 at 4% or $52,837 at 6%.
201917$372,374$26,150$3,736iApproximate average salary by contribution assumption: employee only about $93,393 at 4% or $62,262 at 6%; with 50% employer match about $62,262 at 4% or $41,508 at 6%; with 100% employer match about $46,696 at 4% or $31,131 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-7$372,374$26,150$3,736iApproximate average salary by contribution assumption: employee only about $93,393 at 4% or $62,262 at 6%; with 50% employer match about $62,262 at 4% or $41,508 at 6%; with 100% employer match about $46,696 at 4% or $31,131 at 6%.
201814$296,863$71,343$17,836iApproximate average salary by contribution assumption: employee only about $445,894 at 4% or $297,263 at 6%; with 50% employer match about $297,263 at 4% or $198,175 at 6%; with 100% employer match about $222,947 at 4% or $148,631 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-4$296,863$71,343$17,836iApproximate average salary by contribution assumption: employee only about $445,894 at 4% or $297,263 at 6%; with 50% employer match about $297,263 at 4% or $198,175 at 6%; with 100% employer match about $222,947 at 4% or $148,631 at 6%.
201714$279,624$66,938$16,735iApproximate average salary by contribution assumption: employee only about $418,363 at 4% or $278,908 at 6%; with 50% employer match about $278,908 at 4% or $185,939 at 6%; with 100% employer match about $209,181 at 4% or $139,454 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-4$279,624$66,938$16,735iApproximate average salary by contribution assumption: employee only about $418,363 at 4% or $278,908 at 6%; with 50% employer match about $278,908 at 4% or $185,939 at 6%; with 100% employer match about $209,181 at 4% or $139,454 at 6%.
201615$182,242$32,048$6,410iApproximate average salary by contribution assumption: employee only about $160,240 at 4% or $106,827 at 6%; with 50% employer match about $106,827 at 4% or $71,218 at 6%; with 100% employer match about $80,120 at 4% or $53,413 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-5$182,242$32,048$6,410iApproximate average salary by contribution assumption: employee only about $160,240 at 4% or $106,827 at 6%; with 50% employer match about $106,827 at 4% or $71,218 at 6%; with 100% employer match about $80,120 at 4% or $53,413 at 6%.
201514$141,434$31,641$7,910iApproximate average salary by contribution assumption: employee only about $197,756 at 4% or $131,838 at 6%; with 50% employer match about $131,838 at 4% or $87,892 at 6%; with 100% employer match about $98,878 at 4% or $65,919 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-4$141,434$31,641$7,910iApproximate average salary by contribution assumption: employee only about $197,756 at 4% or $131,838 at 6%; with 50% employer match about $131,838 at 4% or $87,892 at 6%; with 100% employer match about $98,878 at 4% or $65,919 at 6%.
201414$115,854$28,781$7,195iApproximate average salary by contribution assumption: employee only about $179,881 at 4% or $119,921 at 6%; with 50% employer match about $119,921 at 4% or $79,947 at 6%; with 100% employer match about $89,941 at 4% or $59,960 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-4$115,854$28,781$7,195iApproximate average salary by contribution assumption: employee only about $179,881 at 4% or $119,921 at 6%; with 50% employer match about $119,921 at 4% or $79,947 at 6%; with 100% employer match about $89,941 at 4% or $59,960 at 6%.
201314$80,763$27,816$6,954iApproximate average salary by contribution assumption: employee only about $173,850 at 4% or $115,900 at 6%; with 50% employer match about $115,900 at 4% or $77,267 at 6%; with 100% employer match about $86,925 at 4% or $57,950 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-4$80,763$27,816$6,954iApproximate average salary by contribution assumption: employee only about $173,850 at 4% or $115,900 at 6%; with 50% employer match about $115,900 at 4% or $77,267 at 6%; with 100% employer match about $86,925 at 4% or $57,950 at 6%.
201213$56,030$24,318$8,106iApproximate average salary by contribution assumption: employee only about $202,650 at 4% or $135,100 at 6%; with 50% employer match about $135,100 at 4% or $90,067 at 6%; with 100% employer match about $101,325 at 4% or $67,550 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-3$56,030$24,318$8,106iApproximate average salary by contribution assumption: employee only about $202,650 at 4% or $135,100 at 6%; with 50% employer match about $135,100 at 4% or $90,067 at 6%; with 100% employer match about $101,325 at 4% or $67,550 at 6%.
201114$32,932$24,439$6,110iApproximate average salary by contribution assumption: employee only about $152,744 at 4% or $101,829 at 6%; with 50% employer match about $101,829 at 4% or $67,886 at 6%; with 100% employer match about $76,372 at 4% or $50,915 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-4$32,932$24,439$6,110iApproximate average salary by contribution assumption: employee only about $152,744 at 4% or $101,829 at 6%; with 50% employer match about $101,829 at 4% or $67,886 at 6%; with 100% employer match about $76,372 at 4% or $50,915 at 6%.
200812$18,108$9,886$4,943iApproximate average salary by contribution assumption: employee only about $123,575 at 4% or $82,383 at 6%; with 50% employer match about $82,383 at 4% or $54,922 at 6%; with 100% employer match about $61,788 at 4% or $41,192 at 6%.
Joe Jeppson DMD LLC 401(K) Profit Sharing Plan and Trust-2$18,108$9,886$4,943iApproximate average salary by contribution assumption: employee only about $123,575 at 4% or $82,383 at 6%; with 50% employer match about $82,383 at 4% or $54,922 at 6%; with 100% employer match about $61,788 at 4% or $41,192 at 6%.
Joe Jeppson, DMD LLC | EIN 36-4645073 | 2024 Form 5500 Company Profile