Yana Volfson Newman Dds PC
Plan context: Yana Volfson Newman Dds PC Cash Balance Plan
EIN 38-3754294 • Bordentown, NJ • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$439,110
2025 Contributions
$209,045
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $439,110 | $209,045 | $26,131iApproximate average salary by contribution assumption: employee only about $653,266 at 4% or $435,510 at 6%; with 50% employer match about $435,510 at 4% or $290,340 at 6%; with 100% employer match about $326,633 at 4% or $217,755 at 6%. |
| Yana Volfson Newman Dds PC Cash Balance Plan | - | 8 | $439,110 | $209,045 | $26,131iApproximate average salary by contribution assumption: employee only about $653,266 at 4% or $435,510 at 6%; with 50% employer match about $435,510 at 4% or $290,340 at 6%; with 100% employer match about $326,633 at 4% or $217,755 at 6%. |
| 2024 | 1 | 7 | $991,614 | $111,686 | $15,955iApproximate average salary by contribution assumption: employee only about $398,879 at 4% or $265,919 at 6%; with 50% employer match about $265,919 at 4% or $177,279 at 6%; with 100% employer match about $199,439 at 4% or $132,960 at 6%. |
| Yana Volfson Newman Dds PC 401(K) Plan | - | 7 | $991,614 | $111,686 | $15,955iApproximate average salary by contribution assumption: employee only about $398,879 at 4% or $265,919 at 6%; with 50% employer match about $265,919 at 4% or $177,279 at 6%; with 100% employer match about $199,439 at 4% or $132,960 at 6%. |
| 2023 | 1 | 6 | $745,435 | $192,807 | $32,135iApproximate average salary by contribution assumption: employee only about $803,363 at 4% or $535,575 at 6%; with 50% employer match about $535,575 at 4% or $357,050 at 6%; with 100% employer match about $401,681 at 4% or $267,788 at 6%. |
| Yana Volfson Newman Dds PC 401(K) Plan | - | 6 | $745,435 | $192,807 | $32,135iApproximate average salary by contribution assumption: employee only about $803,363 at 4% or $535,575 at 6%; with 50% employer match about $535,575 at 4% or $357,050 at 6%; with 100% employer match about $401,681 at 4% or $267,788 at 6%. |
| 2022 | 1 | 7 | $460,708 | $90,335 | $12,905iApproximate average salary by contribution assumption: employee only about $322,625 at 4% or $215,083 at 6%; with 50% employer match about $215,083 at 4% or $143,389 at 6%; with 100% employer match about $161,313 at 4% or $107,542 at 6%. |
| Yana Volfson Newman Dds PC 401(K) Plan | - | 7 | $460,708 | $90,335 | $12,905iApproximate average salary by contribution assumption: employee only about $322,625 at 4% or $215,083 at 6%; with 50% employer match about $215,083 at 4% or $143,389 at 6%; with 100% employer match about $161,313 at 4% or $107,542 at 6%. |
| 2021 | 1 | 6 | $451,359 | $385,058 | $64,176iApproximate average salary by contribution assumption: employee only about $1,604,408 at 4% or $1,069,606 at 6%; with 50% employer match about $1,069,606 at 4% or $713,070 at 6%; with 100% employer match about $802,204 at 4% or $534,803 at 6%. |
| Yana Volfson Newman Dds PC 401(K) Plan | - | 6 | $451,359 | $385,058 | $64,176iApproximate average salary by contribution assumption: employee only about $1,604,408 at 4% or $1,069,606 at 6%; with 50% employer match about $1,069,606 at 4% or $713,070 at 6%; with 100% employer match about $802,204 at 4% or $534,803 at 6%. |