Joeseph a. Ferguson, D.D.S.
Plan context: Joseph a. Ferguson, D.D.S. 401K Plan and Trust
EIN 38-3176563 • Montague, MI • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$5,572,800
2024 Contributions
$206,926
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 | 1 | 13 | $5,572,800 | $206,926 | $15,917iApproximate average salary by contribution assumption: employee only about $397,935 at 4% or $265,290 at 6%; with 50% employer match about $265,290 at 4% or $176,860 at 6%; with 100% employer match about $198,967 at 4% or $132,645 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 13 | $5,572,800 | $206,926 | $15,917iApproximate average salary by contribution assumption: employee only about $397,935 at 4% or $265,290 at 6%; with 50% employer match about $265,290 at 4% or $176,860 at 6%; with 100% employer match about $198,967 at 4% or $132,645 at 6%. |
| 2023 | 1 | 12 | $4,574,531 | $197,820 | $16,485iApproximate average salary by contribution assumption: employee only about $412,125 at 4% or $274,750 at 6%; with 50% employer match about $274,750 at 4% or $183,167 at 6%; with 100% employer match about $206,063 at 4% or $137,375 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 12 | $4,574,531 | $197,820 | $16,485iApproximate average salary by contribution assumption: employee only about $412,125 at 4% or $274,750 at 6%; with 50% employer match about $274,750 at 4% or $183,167 at 6%; with 100% employer match about $206,063 at 4% or $137,375 at 6%. |
| 2022 | 1 | 10 | $3,609,344 | $177,063 | $17,706iApproximate average salary by contribution assumption: employee only about $442,658 at 4% or $295,105 at 6%; with 50% employer match about $295,105 at 4% or $196,737 at 6%; with 100% employer match about $221,329 at 4% or $147,553 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 10 | $3,609,344 | $177,063 | $17,706iApproximate average salary by contribution assumption: employee only about $442,658 at 4% or $295,105 at 6%; with 50% employer match about $295,105 at 4% or $196,737 at 6%; with 100% employer match about $221,329 at 4% or $147,553 at 6%. |
| 2021 | 1 | 9 | $4,120,647 | $122,536 | $13,615iApproximate average salary by contribution assumption: employee only about $340,378 at 4% or $226,919 at 6%; with 50% employer match about $226,919 at 4% or $151,279 at 6%; with 100% employer match about $170,189 at 4% or $113,459 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $4,120,647 | $122,536 | $13,615iApproximate average salary by contribution assumption: employee only about $340,378 at 4% or $226,919 at 6%; with 50% employer match about $226,919 at 4% or $151,279 at 6%; with 100% employer match about $170,189 at 4% or $113,459 at 6%. |
| 2020 | 1 | 9 | $3,795,557 | $121,257 | $13,473iApproximate average salary by contribution assumption: employee only about $336,825 at 4% or $224,550 at 6%; with 50% employer match about $224,550 at 4% or $149,700 at 6%; with 100% employer match about $168,413 at 4% or $112,275 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $3,795,557 | $121,257 | $13,473iApproximate average salary by contribution assumption: employee only about $336,825 at 4% or $224,550 at 6%; with 50% employer match about $224,550 at 4% or $149,700 at 6%; with 100% employer match about $168,413 at 4% or $112,275 at 6%. |
| 2019 | 1 | 10 | $3,171,992 | $236,805 | $23,681iApproximate average salary by contribution assumption: employee only about $592,013 at 4% or $394,675 at 6%; with 50% employer match about $394,675 at 4% or $263,117 at 6%; with 100% employer match about $296,006 at 4% or $197,338 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 10 | $3,171,992 | $236,805 | $23,681iApproximate average salary by contribution assumption: employee only about $592,013 at 4% or $394,675 at 6%; with 50% employer match about $394,675 at 4% or $263,117 at 6%; with 100% employer match about $296,006 at 4% or $197,338 at 6%. |
| 2018 | 1 | 8 | $2,373,209 | $133,750 | $16,719iApproximate average salary by contribution assumption: employee only about $417,969 at 4% or $278,646 at 6%; with 50% employer match about $278,646 at 4% or $185,764 at 6%; with 100% employer match about $208,984 at 4% or $139,323 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 8 | $2,373,209 | $133,750 | $16,719iApproximate average salary by contribution assumption: employee only about $417,969 at 4% or $278,646 at 6%; with 50% employer match about $278,646 at 4% or $185,764 at 6%; with 100% employer match about $208,984 at 4% or $139,323 at 6%. |
| 2017 | 1 | 8 | $2,533,915 | $89,399 | $11,175iApproximate average salary by contribution assumption: employee only about $279,372 at 4% or $186,248 at 6%; with 50% employer match about $186,248 at 4% or $124,165 at 6%; with 100% employer match about $139,686 at 4% or $93,124 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 8 | $2,533,915 | $89,399 | $11,175iApproximate average salary by contribution assumption: employee only about $279,372 at 4% or $186,248 at 6%; with 50% employer match about $186,248 at 4% or $124,165 at 6%; with 100% employer match about $139,686 at 4% or $93,124 at 6%. |
| 2016 | 1 | 7 | $2,017,022 | $85,390 | $12,199iApproximate average salary by contribution assumption: employee only about $304,964 at 4% or $203,310 at 6%; with 50% employer match about $203,310 at 4% or $135,540 at 6%; with 100% employer match about $152,482 at 4% or $101,655 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 7 | $2,017,022 | $85,390 | $12,199iApproximate average salary by contribution assumption: employee only about $304,964 at 4% or $203,310 at 6%; with 50% employer match about $203,310 at 4% or $135,540 at 6%; with 100% employer match about $152,482 at 4% or $101,655 at 6%. |
| 2015 | 1 | 9 | $1,988,035 | $111,988 | $12,443iApproximate average salary by contribution assumption: employee only about $311,078 at 4% or $207,385 at 6%; with 50% employer match about $207,385 at 4% or $138,257 at 6%; with 100% employer match about $155,539 at 4% or $103,693 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $1,988,035 | $111,988 | $12,443iApproximate average salary by contribution assumption: employee only about $311,078 at 4% or $207,385 at 6%; with 50% employer match about $207,385 at 4% or $138,257 at 6%; with 100% employer match about $155,539 at 4% or $103,693 at 6%. |
| 2014 | 1 | 8 | $1,871,676 | $106,567 | $13,321iApproximate average salary by contribution assumption: employee only about $333,022 at 4% or $222,015 at 6%; with 50% employer match about $222,015 at 4% or $148,010 at 6%; with 100% employer match about $166,511 at 4% or $111,007 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 8 | $1,871,676 | $106,567 | $13,321iApproximate average salary by contribution assumption: employee only about $333,022 at 4% or $222,015 at 6%; with 50% employer match about $222,015 at 4% or $148,010 at 6%; with 100% employer match about $166,511 at 4% or $111,007 at 6%. |
| 2013 | 1 | 8 | $1,790,262 | $102,023 | $12,753iApproximate average salary by contribution assumption: employee only about $318,822 at 4% or $212,548 at 6%; with 50% employer match about $212,548 at 4% or $141,699 at 6%; with 100% employer match about $159,411 at 4% or $106,274 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 8 | $1,790,262 | $102,023 | $12,753iApproximate average salary by contribution assumption: employee only about $318,822 at 4% or $212,548 at 6%; with 50% employer match about $212,548 at 4% or $141,699 at 6%; with 100% employer match about $159,411 at 4% or $106,274 at 6%. |
| 2012 | 1 | 8 | $1,371,206 | $92,483 | $11,560iApproximate average salary by contribution assumption: employee only about $289,009 at 4% or $192,673 at 6%; with 50% employer match about $192,673 at 4% or $128,449 at 6%; with 100% employer match about $144,505 at 4% or $96,336 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 8 | $1,371,206 | $92,483 | $11,560iApproximate average salary by contribution assumption: employee only about $289,009 at 4% or $192,673 at 6%; with 50% employer match about $192,673 at 4% or $128,449 at 6%; with 100% employer match about $144,505 at 4% or $96,336 at 6%. |
| 2011 | 1 | 9 | $1,458,637 | $111,424 | $12,380iApproximate average salary by contribution assumption: employee only about $309,511 at 4% or $206,341 at 6%; with 50% employer match about $206,341 at 4% or $137,560 at 6%; with 100% employer match about $154,756 at 4% or $103,170 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $1,458,637 | $111,424 | $12,380iApproximate average salary by contribution assumption: employee only about $309,511 at 4% or $206,341 at 6%; with 50% employer match about $206,341 at 4% or $137,560 at 6%; with 100% employer match about $154,756 at 4% or $103,170 at 6%. |
| 2010 | 1 | 9 | $1,397,388 | $111,185 | $12,354iApproximate average salary by contribution assumption: employee only about $308,847 at 4% or $205,898 at 6%; with 50% employer match about $205,898 at 4% or $137,265 at 6%; with 100% employer match about $154,424 at 4% or $102,949 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $1,397,388 | $111,185 | $12,354iApproximate average salary by contribution assumption: employee only about $308,847 at 4% or $205,898 at 6%; with 50% employer match about $205,898 at 4% or $137,265 at 6%; with 100% employer match about $154,424 at 4% or $102,949 at 6%. |
| 2009 | 1 | 9 | $1,178,101 | $85,977 | $9,553iApproximate average salary by contribution assumption: employee only about $238,825 at 4% or $159,217 at 6%; with 50% employer match about $159,217 at 4% or $106,144 at 6%; with 100% employer match about $119,413 at 4% or $79,608 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $1,178,101 | $85,977 | $9,553iApproximate average salary by contribution assumption: employee only about $238,825 at 4% or $159,217 at 6%; with 50% employer match about $159,217 at 4% or $106,144 at 6%; with 100% employer match about $119,413 at 4% or $79,608 at 6%. |
| 2008 | 1 | 9 | $885,920 | $93,535 | $10,393iApproximate average salary by contribution assumption: employee only about $259,819 at 4% or $173,213 at 6%; with 50% employer match about $173,213 at 4% or $115,475 at 6%; with 100% employer match about $129,910 at 4% or $86,606 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $885,920 | $93,535 | $10,393iApproximate average salary by contribution assumption: employee only about $259,819 at 4% or $173,213 at 6%; with 50% employer match about $173,213 at 4% or $115,475 at 6%; with 100% employer match about $129,910 at 4% or $86,606 at 6%. |
| 2007 | 1 | 9 | $1,084,135 | $90,735 | $10,082iApproximate average salary by contribution assumption: employee only about $252,042 at 4% or $168,028 at 6%; with 50% employer match about $168,028 at 4% or $112,019 at 6%; with 100% employer match about $126,021 at 4% or $84,014 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $1,084,135 | $90,735 | $10,082iApproximate average salary by contribution assumption: employee only about $252,042 at 4% or $168,028 at 6%; with 50% employer match about $168,028 at 4% or $112,019 at 6%; with 100% employer match about $126,021 at 4% or $84,014 at 6%. |
| 2006 | 1 | 9 | $876,601 | $89,575 | $9,953iApproximate average salary by contribution assumption: employee only about $248,819 at 4% or $165,880 at 6%; with 50% employer match about $165,880 at 4% or $110,586 at 6%; with 100% employer match about $124,410 at 4% or $82,940 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $876,601 | $89,575 | $9,953iApproximate average salary by contribution assumption: employee only about $248,819 at 4% or $165,880 at 6%; with 50% employer match about $165,880 at 4% or $110,586 at 6%; with 100% employer match about $124,410 at 4% or $82,940 at 6%. |
| 2005 | 1 | 9 | $745,216 | $86,446 | $9,605iApproximate average salary by contribution assumption: employee only about $240,128 at 4% or $160,085 at 6%; with 50% employer match about $160,085 at 4% or $106,723 at 6%; with 100% employer match about $120,064 at 4% or $80,043 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $745,216 | $86,446 | $9,605iApproximate average salary by contribution assumption: employee only about $240,128 at 4% or $160,085 at 6%; with 50% employer match about $160,085 at 4% or $106,723 at 6%; with 100% employer match about $120,064 at 4% or $80,043 at 6%. |
| 2004 | 1 | 9 | $601,501 | $88,219 | $9,802iApproximate average salary by contribution assumption: employee only about $245,053 at 4% or $163,369 at 6%; with 50% employer match about $163,369 at 4% or $108,912 at 6%; with 100% employer match about $122,526 at 4% or $81,684 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $601,501 | $88,219 | $9,802iApproximate average salary by contribution assumption: employee only about $245,053 at 4% or $163,369 at 6%; with 50% employer match about $163,369 at 4% or $108,912 at 6%; with 100% employer match about $122,526 at 4% or $81,684 at 6%. |
| 2003 | 1 | 9 | $460,889 | $83,341 | $9,260iApproximate average salary by contribution assumption: employee only about $231,503 at 4% or $154,335 at 6%; with 50% employer match about $154,335 at 4% or $102,890 at 6%; with 100% employer match about $115,751 at 4% or $77,168 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $460,889 | $83,341 | $9,260iApproximate average salary by contribution assumption: employee only about $231,503 at 4% or $154,335 at 6%; with 50% employer match about $154,335 at 4% or $102,890 at 6%; with 100% employer match about $115,751 at 4% or $77,168 at 6%. |
| 2002 | 1 | 9 | $288,739 | $82,967 | $9,219iApproximate average salary by contribution assumption: employee only about $230,464 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,428 at 6%; with 100% employer match about $115,232 at 4% or $76,821 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $288,739 | $82,967 | $9,219iApproximate average salary by contribution assumption: employee only about $230,464 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,428 at 6%; with 100% employer match about $115,232 at 4% or $76,821 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | - | - | - |
| 2000 | 1 | 9 | $182,956 | $60,387 | $6,710iApproximate average salary by contribution assumption: employee only about $167,742 at 4% or $111,828 at 6%; with 50% employer match about $111,828 at 4% or $74,552 at 6%; with 100% employer match about $83,871 at 4% or $55,914 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $182,956 | $60,387 | $6,710iApproximate average salary by contribution assumption: employee only about $167,742 at 4% or $111,828 at 6%; with 50% employer match about $111,828 at 4% or $74,552 at 6%; with 100% employer match about $83,871 at 4% or $55,914 at 6%. |
| 1999 | 1 | 9 | $140,702 | $57,239 | $6,360iApproximate average salary by contribution assumption: employee only about $158,997 at 4% or $105,998 at 6%; with 50% employer match about $105,998 at 4% or $70,665 at 6%; with 100% employer match about $79,499 at 4% or $52,999 at 6%. |
| Joseph a. Ferguson, D.D.S. 401K Plan and Trust | - | 9 | $140,702 | $57,239 | $6,360iApproximate average salary by contribution assumption: employee only about $158,997 at 4% or $105,998 at 6%; with 50% employer match about $105,998 at 4% or $70,665 at 6%; with 100% employer match about $79,499 at 4% or $52,999 at 6%. |