Civic Intelligence

Terry IM Dds Ms PC

Plan context: Terry IM Dds Ms PC 401K Profit Sharing Plan

EIN 45-1337128 • San Francisco, CA • 11 filings • 3 plans

450 Sutter StreetSuite 2329San Francisco, CA 94108
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$846,277

2025 Contributions

$116,020

Historical Graphs

Total Assets Over Time

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

$1,193,632$596,816$0201620212025YearValue
$846,277Latest year 2025

Participants Over Time

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

530201620212025YearValue
5Latest 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
202515$846,277$116,020$23,204iApproximate average salary by contribution assumption: employee only about $580,100 at 4% or $386,733 at 6%; with 50% employer match about $386,733 at 4% or $257,822 at 6%; with 100% employer match about $290,050 at 4% or $193,367 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-5$846,277$116,020$23,204iApproximate average salary by contribution assumption: employee only about $580,100 at 4% or $386,733 at 6%; with 50% employer match about $386,733 at 4% or $257,822 at 6%; with 100% employer match about $290,050 at 4% or $193,367 at 6%.
202424$1,193,632$181,699$45,425iApproximate average salary by contribution assumption: employee only about $1,135,619 at 4% or $757,079 at 6%; with 50% employer match about $757,079 at 4% or $504,719 at 6%; with 100% employer match about $567,809 at 4% or $378,540 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-4$609,972$76,169$19,042iApproximate average salary by contribution assumption: employee only about $476,056 at 4% or $317,371 at 6%; with 50% employer match about $317,371 at 4% or $211,581 at 6%; with 100% employer match about $238,028 at 4% or $158,685 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-3$583,660$105,530$35,177iApproximate average salary by contribution assumption: employee only about $879,417 at 4% or $586,278 at 6%; with 50% employer match about $586,278 at 4% or $390,852 at 6%; with 100% employer match about $439,708 at 4% or $293,139 at 6%.
202313$418,727$92,264$30,755iApproximate average salary by contribution assumption: employee only about $768,867 at 4% or $512,578 at 6%; with 50% employer match about $512,578 at 4% or $341,719 at 6%; with 100% employer match about $384,433 at 4% or $256,289 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-3$418,727$92,264$30,755iApproximate average salary by contribution assumption: employee only about $768,867 at 4% or $512,578 at 6%; with 50% employer match about $512,578 at 4% or $341,719 at 6%; with 100% employer match about $384,433 at 4% or $256,289 at 6%.
202213$275,425$47,649$15,883iApproximate average salary by contribution assumption: employee only about $397,075 at 4% or $264,717 at 6%; with 50% employer match about $264,717 at 4% or $176,478 at 6%; with 100% employer match about $198,538 at 4% or $132,358 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-3$275,425$47,649$15,883iApproximate average salary by contribution assumption: employee only about $397,075 at 4% or $264,717 at 6%; with 50% employer match about $264,717 at 4% or $176,478 at 6%; with 100% employer match about $198,538 at 4% or $132,358 at 6%.
202115$315,410$44,141$8,828iApproximate average salary by contribution assumption: employee only about $220,705 at 4% or $147,137 at 6%; with 50% employer match about $147,137 at 4% or $98,091 at 6%; with 100% employer match about $110,353 at 4% or $73,568 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-5$315,410$44,141$8,828iApproximate average salary by contribution assumption: employee only about $220,705 at 4% or $147,137 at 6%; with 50% employer match about $147,137 at 4% or $98,091 at 6%; with 100% employer match about $110,353 at 4% or $73,568 at 6%.
202014$233,197$33,812$8,453iApproximate average salary by contribution assumption: employee only about $211,325 at 4% or $140,883 at 6%; with 50% employer match about $140,883 at 4% or $93,922 at 6%; with 100% employer match about $105,663 at 4% or $70,442 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-4$233,197$33,812$8,453iApproximate average salary by contribution assumption: employee only about $211,325 at 4% or $140,883 at 6%; with 50% employer match about $140,883 at 4% or $93,922 at 6%; with 100% employer match about $105,663 at 4% or $70,442 at 6%.
201914$170,875$44,340$11,085iApproximate average salary by contribution assumption: employee only about $277,125 at 4% or $184,750 at 6%; with 50% employer match about $184,750 at 4% or $123,167 at 6%; with 100% employer match about $138,563 at 4% or $92,375 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-4$170,875$44,340$11,085iApproximate average salary by contribution assumption: employee only about $277,125 at 4% or $184,750 at 6%; with 50% employer match about $184,750 at 4% or $123,167 at 6%; with 100% employer match about $138,563 at 4% or $92,375 at 6%.
201813$104,966$40,600$13,533iApproximate average salary by contribution assumption: employee only about $338,333 at 4% or $225,556 at 6%; with 50% employer match about $225,556 at 4% or $150,370 at 6%; with 100% employer match about $169,167 at 4% or $112,778 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-3$104,966$40,600$13,533iApproximate average salary by contribution assumption: employee only about $338,333 at 4% or $225,556 at 6%; with 50% employer match about $225,556 at 4% or $150,370 at 6%; with 100% employer match about $169,167 at 4% or $112,778 at 6%.
201715$77,790$46,450$9,290iApproximate average salary by contribution assumption: employee only about $232,250 at 4% or $154,833 at 6%; with 50% employer match about $154,833 at 4% or $103,222 at 6%; with 100% employer match about $116,125 at 4% or $77,417 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-5$77,790$46,450$9,290iApproximate average salary by contribution assumption: employee only about $232,250 at 4% or $154,833 at 6%; with 50% employer match about $154,833 at 4% or $103,222 at 6%; with 100% employer match about $116,125 at 4% or $77,417 at 6%.
201614$31,207$31,098$7,775iApproximate average salary by contribution assumption: employee only about $194,363 at 4% or $129,575 at 6%; with 50% employer match about $129,575 at 4% or $86,383 at 6%; with 100% employer match about $97,181 at 4% or $64,788 at 6%.
Terry IM Dds Ms PC 401K Profit Sharing Plan-4$31,207$31,098$7,775iApproximate average salary by contribution assumption: employee only about $194,363 at 4% or $129,575 at 6%; with 50% employer match about $129,575 at 4% or $86,383 at 6%; with 100% employer match about $97,181 at 4% or $64,788 at 6%.