Jeffrey L. Sorensen, Dds Ltd.
Plan context: Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan
EIN 39-1591957 • Paddock Lake, WI • 33 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$5,223,380
2024 Contributions
$45,000
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 | 0 | $0 | $0 | - |
| Jeffrey L. Sorensen, Dds Ltd. Cash Balance Plan | - | 0 | $0 | $0 | - |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 9 | $5,223,380 | $0 | - |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 9 | $3,157,001 | $0 | - |
| Jeffrey L. Sorensen, Dds Ltd. Cash Balance Plan | - | 3 | $2,066,379 | $0 | - |
| 2022 | 2 | 9 | $4,433,561 | $45,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 9 | $2,685,302 | $0 | - |
| Jeffrey L. Sorensen, Dds Ltd. Cash Balance Plan | - | 3 | $1,748,259 | $45,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2021 | 2 | 13 | $5,035,024 | $500,000 | $38,462iApproximate average salary by contribution assumption: employee only about $961,538 at 4% or $641,026 at 6%; with 50% employer match about $641,026 at 4% or $427,350 at 6%; with 100% employer match about $480,769 at 4% or $320,513 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 13 | $3,107,449 | $0 | - |
| Jeffrey L. Sorensen, Dds Ltd. Cash Balance Plan | - | 3 | $1,927,575 | $500,000 | $166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%. |
| 2020 | 2 | 12 | $3,785,638 | $561,227 | $46,769iApproximate average salary by contribution assumption: employee only about $1,169,223 at 4% or $779,482 at 6%; with 50% employer match about $779,482 at 4% or $519,655 at 6%; with 100% employer match about $584,611 at 4% or $389,741 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 12 | $2,599,401 | $61,227 | $5,102iApproximate average salary by contribution assumption: employee only about $127,556 at 4% or $85,038 at 6%; with 50% employer match about $85,038 at 4% or $56,692 at 6%; with 100% employer match about $63,778 at 4% or $42,519 at 6%. |
| Jeffrey L. Sorensen, Dds Ltd. Cash Balance Plan | - | 5 | $1,186,237 | $500,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2019 | 2 | 15 | $3,823,184 | $176,029 | $11,735iApproximate average salary by contribution assumption: employee only about $293,382 at 4% or $195,588 at 6%; with 50% employer match about $195,588 at 4% or $130,392 at 6%; with 100% employer match about $146,691 at 4% or $97,794 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 15 | $3,214,469 | $79,529 | $5,302iApproximate average salary by contribution assumption: employee only about $132,548 at 4% or $88,366 at 6%; with 50% employer match about $88,366 at 4% or $58,910 at 6%; with 100% employer match about $66,274 at 4% or $44,183 at 6%. |
| Jeffrey L. Sorensen, Dds Ltd. Cash Balance Plan | - | 12 | $608,715 | $96,500 | $8,042iApproximate average salary by contribution assumption: employee only about $201,042 at 4% or $134,028 at 6%; with 50% employer match about $134,028 at 4% or $89,352 at 6%; with 100% employer match about $100,521 at 4% or $67,014 at 6%. |
| 2018 | 2 | 16 | $3,103,139 | $381,132 | $23,821iApproximate average salary by contribution assumption: employee only about $595,519 at 4% or $397,013 at 6%; with 50% employer match about $397,013 at 4% or $264,675 at 6%; with 100% employer match about $297,759 at 4% or $198,506 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 16 | $2,636,128 | $109,964 | $6,873iApproximate average salary by contribution assumption: employee only about $171,819 at 4% or $114,546 at 6%; with 50% employer match about $114,546 at 4% or $76,364 at 6%; with 100% employer match about $85,909 at 4% or $57,273 at 6%. |
| Jeffrey L. Sorensen, Dds Ltd. Cash Balance Plan | - | 13 | $467,011 | $271,168 | $20,859iApproximate average salary by contribution assumption: employee only about $521,477 at 4% or $347,651 at 6%; with 50% employer match about $347,651 at 4% or $231,768 at 6%; with 100% employer match about $260,738 at 4% or $173,826 at 6%. |
| 2017 | 2 | 18 | $3,163,611 | $318,555 | $17,698iApproximate average salary by contribution assumption: employee only about $442,438 at 4% or $294,958 at 6%; with 50% employer match about $294,958 at 4% or $196,639 at 6%; with 100% employer match about $221,219 at 4% or $147,479 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 18 | $2,952,671 | $107,615 | $5,979iApproximate average salary by contribution assumption: employee only about $149,465 at 4% or $99,644 at 6%; with 50% employer match about $99,644 at 4% or $66,429 at 6%; with 100% employer match about $74,733 at 4% or $49,822 at 6%. |
| Jeffrey L. Sorensen, Dds Ltd. Cash Balance Plan | - | 13 | $210,940 | $210,940 | $16,226iApproximate average salary by contribution assumption: employee only about $405,654 at 4% or $270,436 at 6%; with 50% employer match about $270,436 at 4% or $180,291 at 6%; with 100% employer match about $202,827 at 4% or $135,218 at 6%. |
| 2016 | 1 | 16 | $2,366,053 | $134,952 | $8,435iApproximate average salary by contribution assumption: employee only about $210,863 at 4% or $140,575 at 6%; with 50% employer match about $140,575 at 4% or $93,717 at 6%; with 100% employer match about $105,431 at 4% or $70,288 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 16 | $2,366,053 | $134,952 | $8,435iApproximate average salary by contribution assumption: employee only about $210,863 at 4% or $140,575 at 6%; with 50% employer match about $140,575 at 4% or $93,717 at 6%; with 100% employer match about $105,431 at 4% or $70,288 at 6%. |
| 2015 | 1 | 20 | $1,951,963 | $133,769 | $6,688iApproximate average salary by contribution assumption: employee only about $167,211 at 4% or $111,474 at 6%; with 50% employer match about $111,474 at 4% or $74,316 at 6%; with 100% employer match about $83,606 at 4% or $55,737 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 20 | $1,951,963 | $133,769 | $6,688iApproximate average salary by contribution assumption: employee only about $167,211 at 4% or $111,474 at 6%; with 50% employer match about $111,474 at 4% or $74,316 at 6%; with 100% employer match about $83,606 at 4% or $55,737 at 6%. |
| 2014 | 1 | 14 | $1,892,184 | $113,793 | $8,128iApproximate average salary by contribution assumption: employee only about $203,202 at 4% or $135,468 at 6%; with 50% employer match about $135,468 at 4% or $90,312 at 6%; with 100% employer match about $101,601 at 4% or $67,734 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 14 | $1,892,184 | $113,793 | $8,128iApproximate average salary by contribution assumption: employee only about $203,202 at 4% or $135,468 at 6%; with 50% employer match about $135,468 at 4% or $90,312 at 6%; with 100% employer match about $101,601 at 4% or $67,734 at 6%. |
| 2013 | 1 | 16 | $1,854,808 | $116,615 | $7,288iApproximate average salary by contribution assumption: employee only about $182,211 at 4% or $121,474 at 6%; with 50% employer match about $121,474 at 4% or $80,983 at 6%; with 100% employer match about $91,105 at 4% or $60,737 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 16 | $1,854,808 | $116,615 | $7,288iApproximate average salary by contribution assumption: employee only about $182,211 at 4% or $121,474 at 6%; with 50% employer match about $121,474 at 4% or $80,983 at 6%; with 100% employer match about $91,105 at 4% or $60,737 at 6%. |
| 2012 | 1 | 18 | $1,372,278 | $118,851 | $6,603iApproximate average salary by contribution assumption: employee only about $165,071 at 4% or $110,047 at 6%; with 50% employer match about $110,047 at 4% or $73,365 at 6%; with 100% employer match about $82,535 at 4% or $55,024 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 18 | $1,372,278 | $118,851 | $6,603iApproximate average salary by contribution assumption: employee only about $165,071 at 4% or $110,047 at 6%; with 50% employer match about $110,047 at 4% or $73,365 at 6%; with 100% employer match about $82,535 at 4% or $55,024 at 6%. |
| 2011 | 1 | 18 | $1,070,303 | $108,985 | $6,055iApproximate average salary by contribution assumption: employee only about $151,368 at 4% or $100,912 at 6%; with 50% employer match about $100,912 at 4% or $67,275 at 6%; with 100% employer match about $75,684 at 4% or $50,456 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 18 | $1,070,303 | $108,985 | $6,055iApproximate average salary by contribution assumption: employee only about $151,368 at 4% or $100,912 at 6%; with 50% employer match about $100,912 at 4% or $67,275 at 6%; with 100% employer match about $75,684 at 4% or $50,456 at 6%. |
| 2010 | 1 | 16 | $1,046,006 | $117,512 | $7,345iApproximate average salary by contribution assumption: employee only about $183,613 at 4% or $122,408 at 6%; with 50% employer match about $122,408 at 4% or $81,606 at 6%; with 100% employer match about $91,806 at 4% or $61,204 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 16 | $1,046,006 | $117,512 | $7,345iApproximate average salary by contribution assumption: employee only about $183,613 at 4% or $122,408 at 6%; with 50% employer match about $122,408 at 4% or $81,606 at 6%; with 100% employer match about $91,806 at 4% or $61,204 at 6%. |
| 2009 | 1 | 16 | $781,503 | $109,769 | $6,861iApproximate average salary by contribution assumption: employee only about $171,514 at 4% or $114,343 at 6%; with 50% employer match about $114,343 at 4% or $76,228 at 6%; with 100% employer match about $85,757 at 4% or $57,171 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 16 | $781,503 | $109,769 | $6,861iApproximate average salary by contribution assumption: employee only about $171,514 at 4% or $114,343 at 6%; with 50% employer match about $114,343 at 4% or $76,228 at 6%; with 100% employer match about $85,757 at 4% or $57,171 at 6%. |
| 2008 | 1 | 15 | $501,350 | $121,327 | $8,088iApproximate average salary by contribution assumption: employee only about $202,212 at 4% or $134,808 at 6%; with 50% employer match about $134,808 at 4% or $89,872 at 6%; with 100% employer match about $101,106 at 4% or $67,404 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 15 | $501,350 | $121,327 | $8,088iApproximate average salary by contribution assumption: employee only about $202,212 at 4% or $134,808 at 6%; with 50% employer match about $134,808 at 4% or $89,872 at 6%; with 100% employer match about $101,106 at 4% or $67,404 at 6%. |
| 2007 | 1 | 12 | $654,192 | $107,673 | $8,973iApproximate average salary by contribution assumption: employee only about $224,319 at 4% or $149,546 at 6%; with 50% employer match about $149,546 at 4% or $99,697 at 6%; with 100% employer match about $112,159 at 4% or $74,773 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 12 | $654,192 | $107,673 | $8,973iApproximate average salary by contribution assumption: employee only about $224,319 at 4% or $149,546 at 6%; with 50% employer match about $149,546 at 4% or $99,697 at 6%; with 100% employer match about $112,159 at 4% or $74,773 at 6%. |
| 2006 | 1 | 12 | $543,538 | $98,097 | $8,175iApproximate average salary by contribution assumption: employee only about $204,369 at 4% or $136,246 at 6%; with 50% employer match about $136,246 at 4% or $90,831 at 6%; with 100% employer match about $102,184 at 4% or $68,123 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 12 | $543,538 | $98,097 | $8,175iApproximate average salary by contribution assumption: employee only about $204,369 at 4% or $136,246 at 6%; with 50% employer match about $136,246 at 4% or $90,831 at 6%; with 100% employer match about $102,184 at 4% or $68,123 at 6%. |
| 2005 | 1 | 13 | $369,986 | $78,718 | $6,055iApproximate average salary by contribution assumption: employee only about $151,381 at 4% or $100,921 at 6%; with 50% employer match about $100,921 at 4% or $67,280 at 6%; with 100% employer match about $75,690 at 4% or $50,460 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 13 | $369,986 | $78,718 | $6,055iApproximate average salary by contribution assumption: employee only about $151,381 at 4% or $100,921 at 6%; with 50% employer match about $100,921 at 4% or $67,280 at 6%; with 100% employer match about $75,690 at 4% or $50,460 at 6%. |
| 2004 | 1 | 10 | $265,162 | $51,228 | $5,123iApproximate average salary by contribution assumption: employee only about $128,070 at 4% or $85,380 at 6%; with 50% employer match about $85,380 at 4% or $56,920 at 6%; with 100% employer match about $64,035 at 4% or $42,690 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 10 | $265,162 | $51,228 | $5,123iApproximate average salary by contribution assumption: employee only about $128,070 at 4% or $85,380 at 6%; with 50% employer match about $85,380 at 4% or $56,920 at 6%; with 100% employer match about $64,035 at 4% or $42,690 at 6%. |
| 2003 | 1 | 11 | $187,850 | $41,477 | $3,771iApproximate average salary by contribution assumption: employee only about $94,266 at 4% or $62,844 at 6%; with 50% employer match about $62,844 at 4% or $41,896 at 6%; with 100% employer match about $47,133 at 4% or $31,422 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 11 | $187,850 | $41,477 | $3,771iApproximate average salary by contribution assumption: employee only about $94,266 at 4% or $62,844 at 6%; with 50% employer match about $62,844 at 4% or $41,896 at 6%; with 100% employer match about $47,133 at 4% or $31,422 at 6%. |
| 2002 | 1 | 11 | $112,735 | $33,695 | $3,063iApproximate average salary by contribution assumption: employee only about $76,580 at 4% or $51,053 at 6%; with 50% employer match about $51,053 at 4% or $34,035 at 6%; with 100% employer match about $38,290 at 4% or $25,527 at 6%. |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 11 | $112,735 | $33,695 | $3,063iApproximate average salary by contribution assumption: employee only about $76,580 at 4% or $51,053 at 6%; with 50% employer match about $51,053 at 4% or $34,035 at 6%; with 100% employer match about $38,290 at 4% or $25,527 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 14 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| Jeffrey L Sorensen Dds Ltd 401K Profit Sharing Plan | - | 12 | - | - | - |