Civic Intelligence

JOSEPH & JOSEPH DENTAL LLC

Plan context: JOSEPH & JOSEPH DENTAL SAVINGS & RETIREMENT PLAN

EIN 39-1969586 • Plymouth, WI • 18 filings • 2 plans

515 E. Mill St.Plymouth, WI 53073
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$2,488,468

2025 Contributions

$80,686

Historical Graphs

Total Assets Over Time

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

$2,488,468$1,244,234$0200820172025YearValue
$2,488,468Latest year 2025

Participants Over Time

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

1260200820172025YearValue
10Latest year 2025

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
2025110$2,488,468$80,686$8,069iApproximate average salary by contribution assumption: employee only about $201,715 at 4% or $134,477 at 6%; with 50% employer match about $134,477 at 4% or $89,651 at 6%; with 100% employer match about $100,858 at 4% or $67,238 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS & RETIREMENT PLAN-10$2,488,468$80,686$8,069iApproximate average salary by contribution assumption: employee only about $201,715 at 4% or $134,477 at 6%; with 50% employer match about $134,477 at 4% or $89,651 at 6%; with 100% employer match about $100,858 at 4% or $67,238 at 6%.
2024112$2,137,054$73,001$6,083iApproximate average salary by contribution assumption: employee only about $152,085 at 4% or $101,390 at 6%; with 50% employer match about $101,390 at 4% or $67,594 at 6%; with 100% employer match about $76,043 at 4% or $50,695 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS & RETIREMENT PLAN-12$2,137,054$73,001$6,083iApproximate average salary by contribution assumption: employee only about $152,085 at 4% or $101,390 at 6%; with 50% employer match about $101,390 at 4% or $67,594 at 6%; with 100% employer match about $76,043 at 4% or $50,695 at 6%.
2023112$2,048,761$80,423$6,702iApproximate average salary by contribution assumption: employee only about $167,548 at 4% or $111,699 at 6%; with 50% employer match about $111,699 at 4% or $74,466 at 6%; with 100% employer match about $83,774 at 4% or $55,849 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-12$2,048,761$80,423$6,702iApproximate average salary by contribution assumption: employee only about $167,548 at 4% or $111,699 at 6%; with 50% employer match about $111,699 at 4% or $74,466 at 6%; with 100% employer match about $83,774 at 4% or $55,849 at 6%.
2022110$1,759,625$116,830$11,683iApproximate average salary by contribution assumption: employee only about $292,075 at 4% or $194,717 at 6%; with 50% employer match about $194,717 at 4% or $129,811 at 6%; with 100% employer match about $146,038 at 4% or $97,358 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-10$1,759,625$116,830$11,683iApproximate average salary by contribution assumption: employee only about $292,075 at 4% or $194,717 at 6%; with 50% employer match about $194,717 at 4% or $129,811 at 6%; with 100% employer match about $146,038 at 4% or $97,358 at 6%.
2021110$1,903,115$113,783$11,378iApproximate average salary by contribution assumption: employee only about $284,458 at 4% or $189,638 at 6%; with 50% employer match about $189,638 at 4% or $126,426 at 6%; with 100% employer match about $142,229 at 4% or $94,819 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-10$1,903,115$113,783$11,378iApproximate average salary by contribution assumption: employee only about $284,458 at 4% or $189,638 at 6%; with 50% employer match about $189,638 at 4% or $126,426 at 6%; with 100% employer match about $142,229 at 4% or $94,819 at 6%.
2020110$1,612,530$112,311$11,231iApproximate average salary by contribution assumption: employee only about $280,778 at 4% or $187,185 at 6%; with 50% employer match about $187,185 at 4% or $124,790 at 6%; with 100% employer match about $140,389 at 4% or $93,593 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-10$1,612,530$112,311$11,231iApproximate average salary by contribution assumption: employee only about $280,778 at 4% or $187,185 at 6%; with 50% employer match about $187,185 at 4% or $124,790 at 6%; with 100% employer match about $140,389 at 4% or $93,593 at 6%.
2019110$1,299,797$108,842$10,884iApproximate average salary by contribution assumption: employee only about $272,105 at 4% or $181,403 at 6%; with 50% employer match about $181,403 at 4% or $120,936 at 6%; with 100% employer match about $136,053 at 4% or $90,702 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-10$1,299,797$108,842$10,884iApproximate average salary by contribution assumption: employee only about $272,105 at 4% or $181,403 at 6%; with 50% employer match about $181,403 at 4% or $120,936 at 6%; with 100% employer match about $136,053 at 4% or $90,702 at 6%.
2018111$960,220$78,259$7,114iApproximate average salary by contribution assumption: employee only about $177,861 at 4% or $118,574 at 6%; with 50% employer match about $118,574 at 4% or $79,049 at 6%; with 100% employer match about $88,931 at 4% or $59,287 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-11$960,220$78,259$7,114iApproximate average salary by contribution assumption: employee only about $177,861 at 4% or $118,574 at 6%; with 50% employer match about $118,574 at 4% or $79,049 at 6%; with 100% employer match about $88,931 at 4% or $59,287 at 6%.
2017110$901,036$88,452$8,845iApproximate average salary by contribution assumption: employee only about $221,130 at 4% or $147,420 at 6%; with 50% employer match about $147,420 at 4% or $98,280 at 6%; with 100% employer match about $110,565 at 4% or $73,710 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-10$901,036$88,452$8,845iApproximate average salary by contribution assumption: employee only about $221,130 at 4% or $147,420 at 6%; with 50% employer match about $147,420 at 4% or $98,280 at 6%; with 100% employer match about $110,565 at 4% or $73,710 at 6%.
2016110$698,320$58,924$5,892iApproximate average salary by contribution assumption: employee only about $147,310 at 4% or $98,207 at 6%; with 50% employer match about $98,207 at 4% or $65,471 at 6%; with 100% employer match about $73,655 at 4% or $49,103 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-10$698,320$58,924$5,892iApproximate average salary by contribution assumption: employee only about $147,310 at 4% or $98,207 at 6%; with 50% employer match about $98,207 at 4% or $65,471 at 6%; with 100% employer match about $73,655 at 4% or $49,103 at 6%.
2015110$604,686$87,745$8,775iApproximate average salary by contribution assumption: employee only about $219,363 at 4% or $146,242 at 6%; with 50% employer match about $146,242 at 4% or $97,494 at 6%; with 100% employer match about $109,681 at 4% or $73,121 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-10$604,686$87,745$8,775iApproximate average salary by contribution assumption: employee only about $219,363 at 4% or $146,242 at 6%; with 50% employer match about $146,242 at 4% or $97,494 at 6%; with 100% employer match about $109,681 at 4% or $73,121 at 6%.
2014110$534,511$91,187$9,119iApproximate average salary by contribution assumption: employee only about $227,968 at 4% or $151,978 at 6%; with 50% employer match about $151,978 at 4% or $101,319 at 6%; with 100% employer match about $113,984 at 4% or $75,989 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-10$534,511$91,187$9,119iApproximate average salary by contribution assumption: employee only about $227,968 at 4% or $151,978 at 6%; with 50% employer match about $151,978 at 4% or $101,319 at 6%; with 100% employer match about $113,984 at 4% or $75,989 at 6%.
201317$433,122$31,416$4,488iApproximate average salary by contribution assumption: employee only about $112,200 at 4% or $74,800 at 6%; with 50% employer match about $74,800 at 4% or $49,867 at 6%; with 100% employer match about $56,100 at 4% or $37,400 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-7$433,122$31,416$4,488iApproximate average salary by contribution assumption: employee only about $112,200 at 4% or $74,800 at 6%; with 50% employer match about $74,800 at 4% or $49,867 at 6%; with 100% employer match about $56,100 at 4% or $37,400 at 6%.
201219$341,568$22,355$2,484iApproximate average salary by contribution assumption: employee only about $62,097 at 4% or $41,398 at 6%; with 50% employer match about $41,398 at 4% or $27,599 at 6%; with 100% employer match about $31,049 at 4% or $20,699 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS AND RETIREMENT PLAN-9$341,568$22,355$2,484iApproximate average salary by contribution assumption: employee only about $62,097 at 4% or $41,398 at 6%; with 50% employer match about $41,398 at 4% or $27,599 at 6%; with 100% employer match about $31,049 at 4% or $20,699 at 6%.
201119$283,656$30,378$3,375iApproximate average salary by contribution assumption: employee only about $84,383 at 4% or $56,256 at 6%; with 50% employer match about $56,256 at 4% or $37,504 at 6%; with 100% employer match about $42,192 at 4% or $28,128 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS & RETIREMENT PLAN-9$283,656$30,378$3,375iApproximate average salary by contribution assumption: employee only about $84,383 at 4% or $56,256 at 6%; with 50% employer match about $56,256 at 4% or $37,504 at 6%; with 100% employer match about $42,192 at 4% or $28,128 at 6%.
2010110$285,191$82,724$8,272iApproximate average salary by contribution assumption: employee only about $206,810 at 4% or $137,873 at 6%; with 50% employer match about $137,873 at 4% or $91,916 at 6%; with 100% employer match about $103,405 at 4% or $68,937 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS & RETIREMENT PLAN-10$285,191$82,724$8,272iApproximate average salary by contribution assumption: employee only about $206,810 at 4% or $137,873 at 6%; with 50% employer match about $137,873 at 4% or $91,916 at 6%; with 100% employer match about $103,405 at 4% or $68,937 at 6%.
2009110$176,657$29,667$2,967iApproximate average salary by contribution assumption: employee only about $74,168 at 4% or $49,445 at 6%; with 50% employer match about $49,445 at 4% or $32,963 at 6%; with 100% employer match about $37,084 at 4% or $24,723 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS & RETIREMENT PLAN-10$176,657$29,667$2,967iApproximate average salary by contribution assumption: employee only about $74,168 at 4% or $49,445 at 6%; with 50% employer match about $49,445 at 4% or $32,963 at 6%; with 100% employer match about $37,084 at 4% or $24,723 at 6%.
2008110$106,409$154,456$15,446iApproximate average salary by contribution assumption: employee only about $386,140 at 4% or $257,427 at 6%; with 50% employer match about $257,427 at 4% or $171,618 at 6%; with 100% employer match about $193,070 at 4% or $128,713 at 6%.
JOSEPH & JOSEPH DENTAL SAVINGS & RETIREMENT PLAN-10$106,409$154,456$15,446iApproximate average salary by contribution assumption: employee only about $386,140 at 4% or $257,427 at 6%; with 50% employer match about $257,427 at 4% or $171,618 at 6%; with 100% employer match about $193,070 at 4% or $128,713 at 6%.