Civic Intelligence

Ann M. Donnelly, Dds Inc.

Plan context: Ann M. Donnelly, Dds Inc. 401(K) Plan

EIN 46-3024159 • San Francisco, CA • 9 filings • 1 plans

One Daniel Burnham Court, Suite 120San Francisco, CA 94109
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$433,596

2023 Contributions

$32,461

Historical Graphs

Total Assets Over Time

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

$503,598$251,799$0201520192022YearValue
$433,596Latest year 2022

Participants Over Time

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

950201520192022YearValue
8Latest 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
202310$0$32,461-
Ann M. Donnelly, Dds Inc. 401(K) Plan-0$0$32,461-
202218$433,596$31,230$3,904iApproximate average salary by contribution assumption: employee only about $97,594 at 4% or $65,063 at 6%; with 50% employer match about $65,063 at 4% or $43,375 at 6%; with 100% employer match about $48,797 at 4% or $32,531 at 6%.
Ann M. Donnelly, Dds Inc. 401(K) Plan-8$433,596$31,230$3,904iApproximate average salary by contribution assumption: employee only about $97,594 at 4% or $65,063 at 6%; with 50% employer match about $65,063 at 4% or $43,375 at 6%; with 100% employer match about $48,797 at 4% or $32,531 at 6%.
202119$503,598$54,404$6,045iApproximate average salary by contribution assumption: employee only about $151,122 at 4% or $100,748 at 6%; with 50% employer match about $100,748 at 4% or $67,165 at 6%; with 100% employer match about $75,561 at 4% or $50,374 at 6%.
Ann M. Donnelly, Dds Inc. 401(K) Plan-9$503,598$54,404$6,045iApproximate average salary by contribution assumption: employee only about $151,122 at 4% or $100,748 at 6%; with 50% employer match about $100,748 at 4% or $67,165 at 6%; with 100% employer match about $75,561 at 4% or $50,374 at 6%.
202017$388,624$44,304$6,329iApproximate average salary by contribution assumption: employee only about $158,229 at 4% or $105,486 at 6%; with 50% employer match about $105,486 at 4% or $70,324 at 6%; with 100% employer match about $79,114 at 4% or $52,743 at 6%.
Ann M. Donnelly, Dds Inc. 401(K) Plan-7$388,624$44,304$6,329iApproximate average salary by contribution assumption: employee only about $158,229 at 4% or $105,486 at 6%; with 50% employer match about $105,486 at 4% or $70,324 at 6%; with 100% employer match about $79,114 at 4% or $52,743 at 6%.
201916$291,036$59,926$9,988iApproximate average salary by contribution assumption: employee only about $249,692 at 4% or $166,461 at 6%; with 50% employer match about $166,461 at 4% or $110,974 at 6%; with 100% employer match about $124,846 at 4% or $83,231 at 6%.
Ann M. Donnelly, Dds Inc. 401(K) Plan-6$291,036$59,926$9,988iApproximate average salary by contribution assumption: employee only about $249,692 at 4% or $166,461 at 6%; with 50% employer match about $166,461 at 4% or $110,974 at 6%; with 100% employer match about $124,846 at 4% or $83,231 at 6%.
201816$183,886$40,504$6,751iApproximate average salary by contribution assumption: employee only about $168,767 at 4% or $112,511 at 6%; with 50% employer match about $112,511 at 4% or $75,007 at 6%; with 100% employer match about $84,383 at 4% or $56,256 at 6%.
Ann M. Donnelly, Dds Inc. 401(K) Plan-6$183,886$40,504$6,751iApproximate average salary by contribution assumption: employee only about $168,767 at 4% or $112,511 at 6%; with 50% employer match about $112,511 at 4% or $75,007 at 6%; with 100% employer match about $84,383 at 4% or $56,256 at 6%.
201715$160,905$60,771$12,154iApproximate average salary by contribution assumption: employee only about $303,855 at 4% or $202,570 at 6%; with 50% employer match about $202,570 at 4% or $135,047 at 6%; with 100% employer match about $151,928 at 4% or $101,285 at 6%.
Ann M. Donnelly, Dds Inc. 401(K) Plan-5$160,905$60,771$12,154iApproximate average salary by contribution assumption: employee only about $303,855 at 4% or $202,570 at 6%; with 50% employer match about $202,570 at 4% or $135,047 at 6%; with 100% employer match about $151,928 at 4% or $101,285 at 6%.
201614$80,034$71,375$17,844iApproximate average salary by contribution assumption: employee only about $446,094 at 4% or $297,396 at 6%; with 50% employer match about $297,396 at 4% or $198,264 at 6%; with 100% employer match about $223,047 at 4% or $148,698 at 6%.
Ann M. Donnelly, Dds Inc. 401(K) Plan-4$80,034$71,375$17,844iApproximate average salary by contribution assumption: employee only about $446,094 at 4% or $297,396 at 6%; with 50% employer match about $297,396 at 4% or $198,264 at 6%; with 100% employer match about $223,047 at 4% or $148,698 at 6%.
201513$4,969$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Ann M. Donnelly, Dds Inc. 401(K) Plan-3$4,969$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.