Civic Intelligence

Kohei Morita Dds Inc.

Plan context: Kohei Morita Dds Inc. 401-K Profit Sharing Plan

EIN 45-2503609 • Cupertino, CA • 14 filings • 2 plans

10055 North Portal AvenueSuite 110Cupertino, CA 95014
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,615,366

2024 Contributions

$104,807

Historical Graphs

Total Assets Over Time

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

$1,615,366$807,683$0201520202024YearValue
$1,615,366Latest year 2024

Participants Over Time

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

1370201520202024YearValue
13Latest year 2024

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
2024113$1,615,366$104,807$8,062iApproximate average salary by contribution assumption: employee only about $201,552 at 4% or $134,368 at 6%; with 50% employer match about $134,368 at 4% or $89,579 at 6%; with 100% employer match about $100,776 at 4% or $67,184 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-13$1,615,366$104,807$8,062iApproximate average salary by contribution assumption: employee only about $201,552 at 4% or $134,368 at 6%; with 50% employer match about $134,368 at 4% or $89,579 at 6%; with 100% employer match about $100,776 at 4% or $67,184 at 6%.
2023112$1,352,766$109,950$9,163iApproximate average salary by contribution assumption: employee only about $229,063 at 4% or $152,708 at 6%; with 50% employer match about $152,708 at 4% or $101,806 at 6%; with 100% employer match about $114,531 at 4% or $76,354 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-12$1,352,766$109,950$9,163iApproximate average salary by contribution assumption: employee only about $229,063 at 4% or $152,708 at 6%; with 50% employer match about $152,708 at 4% or $101,806 at 6%; with 100% employer match about $114,531 at 4% or $76,354 at 6%.
2022110$1,146,620$53,665$5,367iApproximate average salary by contribution assumption: employee only about $134,163 at 4% or $89,442 at 6%; with 50% employer match about $89,442 at 4% or $59,628 at 6%; with 100% employer match about $67,081 at 4% or $44,721 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-10$1,146,620$53,665$5,367iApproximate average salary by contribution assumption: employee only about $134,163 at 4% or $89,442 at 6%; with 50% employer match about $89,442 at 4% or $59,628 at 6%; with 100% employer match about $67,081 at 4% or $44,721 at 6%.
202118$1,206,190$48,301$6,038iApproximate average salary by contribution assumption: employee only about $150,941 at 4% or $100,627 at 6%; with 50% employer match about $100,627 at 4% or $67,085 at 6%; with 100% employer match about $75,470 at 4% or $50,314 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-8$1,206,190$48,301$6,038iApproximate average salary by contribution assumption: employee only about $150,941 at 4% or $100,627 at 6%; with 50% employer match about $100,627 at 4% or $67,085 at 6%; with 100% employer match about $75,470 at 4% or $50,314 at 6%.
202019$1,013,540$45,373$5,041iApproximate average salary by contribution assumption: employee only about $126,036 at 4% or $84,024 at 6%; with 50% employer match about $84,024 at 4% or $56,016 at 6%; with 100% employer match about $63,018 at 4% or $42,012 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-9$1,013,540$45,373$5,041iApproximate average salary by contribution assumption: employee only about $126,036 at 4% or $84,024 at 6%; with 50% employer match about $84,024 at 4% or $56,016 at 6%; with 100% employer match about $63,018 at 4% or $42,012 at 6%.
2019212$872,709$267,025$22,252iApproximate average salary by contribution assumption: employee only about $556,302 at 4% or $370,868 at 6%; with 50% employer match about $370,868 at 4% or $247,245 at 6%; with 100% employer match about $278,151 at 4% or $185,434 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-12$872,709$267,025$22,252iApproximate average salary by contribution assumption: employee only about $556,302 at 4% or $370,868 at 6%; with 50% employer match about $370,868 at 4% or $247,245 at 6%; with 100% employer match about $278,151 at 4% or $185,434 at 6%.
Kohei Morita Dds Inc. Cash Balance Plan-0$0$0-
2018211$691,255$124,602$11,327iApproximate average salary by contribution assumption: employee only about $283,186 at 4% or $188,791 at 6%; with 50% employer match about $188,791 at 4% or $125,861 at 6%; with 100% employer match about $141,593 at 4% or $94,395 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-11$494,506$57,102$5,191iApproximate average salary by contribution assumption: employee only about $129,777 at 4% or $86,518 at 6%; with 50% employer match about $86,518 at 4% or $57,679 at 6%; with 100% employer match about $64,889 at 4% or $43,259 at 6%.
Kohei Morita Dds Inc. Cash Balance Plan-6$196,749$67,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
2017211$570,722$120,618$10,965iApproximate average salary by contribution assumption: employee only about $274,132 at 4% or $182,755 at 6%; with 50% employer match about $182,755 at 4% or $121,836 at 6%; with 100% employer match about $137,066 at 4% or $91,377 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-11$440,140$55,368$5,033iApproximate average salary by contribution assumption: employee only about $125,836 at 4% or $83,891 at 6%; with 50% employer match about $83,891 at 4% or $55,927 at 6%; with 100% employer match about $62,918 at 4% or $41,945 at 6%.
Kohei Morita Dds Inc. Cash Balance Plan-5$130,582$65,250$13,050iApproximate average salary by contribution assumption: employee only about $326,250 at 4% or $217,500 at 6%; with 50% employer match about $217,500 at 4% or $145,000 at 6%; with 100% employer match about $163,125 at 4% or $108,750 at 6%.
201625$373,628$111,065$22,213iApproximate average salary by contribution assumption: employee only about $555,325 at 4% or $370,217 at 6%; with 50% employer match about $370,217 at 4% or $246,811 at 6%; with 100% employer match about $277,663 at 4% or $185,108 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-4$309,028$46,465$11,616iApproximate average salary by contribution assumption: employee only about $290,406 at 4% or $193,604 at 6%; with 50% employer match about $193,604 at 4% or $129,069 at 6%; with 100% employer match about $145,203 at 4% or $96,802 at 6%.
Kohei Morita Dds Inc. Cash Balance Plan-5$64,600$64,600$12,920iApproximate average salary by contribution assumption: employee only about $323,000 at 4% or $215,333 at 6%; with 50% employer match about $215,333 at 4% or $143,556 at 6%; with 100% employer match about $161,500 at 4% or $107,667 at 6%.
201514$260,865$60,829$15,207iApproximate average salary by contribution assumption: employee only about $380,181 at 4% or $253,454 at 6%; with 50% employer match about $253,454 at 4% or $168,969 at 6%; with 100% employer match about $190,091 at 4% or $126,727 at 6%.
Kohei Morita Dds Inc. 401-K Profit Sharing Plan-4$260,865$60,829$15,207iApproximate average salary by contribution assumption: employee only about $380,181 at 4% or $253,454 at 6%; with 50% employer match about $253,454 at 4% or $168,969 at 6%; with 100% employer match about $190,091 at 4% or $126,727 at 6%.