Civic Intelligence

Peterson & Abe

Plan context: Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan

EIN 46-0853519 • San Diego, CA • 24 filings • 4 plans

4076 Third Avenue, Suite 201San Diego, CA 92103-2129
Current Snapshot

Latest Year

2023

2023 Participants

14

2023 Assets

$2,463,741

2023 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$7,223,817$3,611,909$0201220172022YearValue
$2,463,741Latest year 2022

Participants Over Time

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

1470201220172022YearValue
14Latest year 2022

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
202320$0$200,000-
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-0$0$0-
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-0$0$200,000-
2022214$2,463,741$493,780$35,270iApproximate average salary by contribution assumption: employee only about $881,750 at 4% or $587,833 at 6%; with 50% employer match about $587,833 at 4% or $391,889 at 6%; with 100% employer match about $440,875 at 4% or $293,917 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-13$1,571,557$400,000$30,769iApproximate average salary by contribution assumption: employee only about $769,231 at 4% or $512,821 at 6%; with 50% employer match about $512,821 at 4% or $341,880 at 6%; with 100% employer match about $384,615 at 4% or $256,410 at 6%.
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-14$892,184$93,780$6,699iApproximate average salary by contribution assumption: employee only about $167,464 at 4% or $111,643 at 6%; with 50% employer match about $111,643 at 4% or $74,429 at 6%; with 100% employer match about $83,732 at 4% or $55,821 at 6%.
202128$2,180,310$89,254$11,157iApproximate average salary by contribution assumption: employee only about $278,919 at 4% or $185,946 at 6%; with 50% employer match about $185,946 at 4% or $123,964 at 6%; with 100% employer match about $139,459 at 4% or $92,973 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-4$1,256,178--
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-8$924,132$89,254$11,157iApproximate average salary by contribution assumption: employee only about $278,919 at 4% or $185,946 at 6%; with 50% employer match about $185,946 at 4% or $123,964 at 6%; with 100% employer match about $139,459 at 4% or $92,973 at 6%.
202024$2,072,354$134,453$33,613iApproximate average salary by contribution assumption: employee only about $840,331 at 4% or $560,221 at 6%; with 50% employer match about $560,221 at 4% or $373,481 at 6%; with 100% employer match about $420,166 at 4% or $280,110 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-4$1,341,333--
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-4$731,021$134,453$33,613iApproximate average salary by contribution assumption: employee only about $840,331 at 4% or $560,221 at 6%; with 50% employer match about $560,221 at 4% or $373,481 at 6%; with 100% employer match about $420,166 at 4% or $280,110 at 6%.
201929$1,875,408$63,191$7,021iApproximate average salary by contribution assumption: employee only about $175,531 at 4% or $117,020 at 6%; with 50% employer match about $117,020 at 4% or $78,014 at 6%; with 100% employer match about $87,765 at 4% or $58,510 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-8$1,271,048--
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-9$604,360$63,191$7,021iApproximate average salary by contribution assumption: employee only about $175,531 at 4% or $117,020 at 6%; with 50% employer match about $117,020 at 4% or $78,014 at 6%; with 100% employer match about $87,765 at 4% or $58,510 at 6%.
2018212$1,668,129$360,107$30,009iApproximate average salary by contribution assumption: employee only about $750,223 at 4% or $500,149 at 6%; with 50% employer match about $500,149 at 4% or $333,432 at 6%; with 100% employer match about $375,111 at 4% or $250,074 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-10$1,208,002$312,261$31,226iApproximate average salary by contribution assumption: employee only about $780,653 at 4% or $520,435 at 6%; with 50% employer match about $520,435 at 4% or $346,957 at 6%; with 100% employer match about $390,326 at 4% or $260,218 at 6%.
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-12$460,127$47,846$3,987iApproximate average salary by contribution assumption: employee only about $99,679 at 4% or $66,453 at 6%; with 50% employer match about $66,453 at 4% or $44,302 at 6%; with 100% employer match about $49,840 at 4% or $33,226 at 6%.
2017213$6,667,195$526,983$40,537iApproximate average salary by contribution assumption: employee only about $1,013,429 at 4% or $675,619 at 6%; with 50% employer match about $675,619 at 4% or $450,413 at 6%; with 100% employer match about $506,714 at 4% or $337,810 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-8$6,204,653$440,813$55,102iApproximate average salary by contribution assumption: employee only about $1,377,541 at 4% or $918,360 at 6%; with 50% employer match about $918,360 at 4% or $612,240 at 6%; with 100% employer match about $688,770 at 4% or $459,180 at 6%.
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-13$462,542$86,170$6,628iApproximate average salary by contribution assumption: employee only about $165,712 at 4% or $110,474 at 6%; with 50% employer match about $110,474 at 4% or $73,650 at 6%; with 100% employer match about $82,856 at 4% or $55,237 at 6%.
201629$7,223,817$560,482$62,276iApproximate average salary by contribution assumption: employee only about $1,556,894 at 4% or $1,037,930 at 6%; with 50% employer match about $1,037,930 at 4% or $691,953 at 6%; with 100% employer match about $778,447 at 4% or $518,965 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-9$5,246,463$290,000$32,222iApproximate average salary by contribution assumption: employee only about $805,556 at 4% or $537,037 at 6%; with 50% employer match about $537,037 at 4% or $358,025 at 6%; with 100% employer match about $402,778 at 4% or $268,519 at 6%.
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-9$1,977,354$270,482$30,054iApproximate average salary by contribution assumption: employee only about $751,339 at 4% or $500,893 at 6%; with 50% employer match about $500,893 at 4% or $333,928 at 6%; with 100% employer match about $375,669 at 4% or $250,446 at 6%.
201524$6,499,144$252,769$63,192iApproximate average salary by contribution assumption: employee only about $1,579,806 at 4% or $1,053,204 at 6%; with 50% employer match about $1,053,204 at 4% or $702,136 at 6%; with 100% employer match about $789,903 at 4% or $526,602 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-4$4,793,636$164,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-4$1,705,508$88,769$22,192iApproximate average salary by contribution assumption: employee only about $554,806 at 4% or $369,871 at 6%; with 50% employer match about $369,871 at 4% or $246,581 at 6%; with 100% employer match about $277,403 at 4% or $184,935 at 6%.
201429$6,412,516$205,582$22,842iApproximate average salary by contribution assumption: employee only about $571,061 at 4% or $380,707 at 6%; with 50% employer match about $380,707 at 4% or $253,805 at 6%; with 100% employer match about $285,531 at 4% or $190,354 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-9$4,767,293$110,000$12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%.
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-7$1,645,223$95,582$13,655iApproximate average salary by contribution assumption: employee only about $341,364 at 4% or $227,576 at 6%; with 50% employer match about $227,576 at 4% or $151,717 at 6%; with 100% employer match about $170,682 at 4% or $113,788 at 6%.
2013210$5,964,706$290,770$29,077iApproximate average salary by contribution assumption: employee only about $726,925 at 4% or $484,617 at 6%; with 50% employer match about $484,617 at 4% or $323,078 at 6%; with 100% employer match about $363,463 at 4% or $242,308 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-10$4,512,090$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-9$1,452,616$90,770$10,086iApproximate average salary by contribution assumption: employee only about $252,139 at 4% or $168,093 at 6%; with 50% employer match about $168,093 at 4% or $112,062 at 6%; with 100% employer match about $126,069 at 4% or $84,046 at 6%.
201229$5,148,134$271,377$30,153iApproximate average salary by contribution assumption: employee only about $753,825 at 4% or $502,550 at 6%; with 50% employer match about $502,550 at 4% or $335,033 at 6%; with 100% employer match about $376,913 at 4% or $251,275 at 6%.
Jon E. Peterson, D.D.S., A.P.C. Defined Benefit Pension Plan-8$4,074,572$185,000$23,125iApproximate average salary by contribution assumption: employee only about $578,125 at 4% or $385,417 at 6%; with 50% employer match about $385,417 at 4% or $256,944 at 6%; with 100% employer match about $289,063 at 4% or $192,708 at 6%.
Jon E. Peterson, D.D.S., A.P.C. 401(K) Profit Sharing Plan-9$1,073,562$86,377$9,597iApproximate average salary by contribution assumption: employee only about $239,936 at 4% or $159,957 at 6%; with 50% employer match about $159,957 at 4% or $106,638 at 6%; with 100% employer match about $119,968 at 4% or $79,979 at 6%.