Civic Intelligence

Donald J Boatman, Dds Inc.

Plan context: Boatman Dental Defined Benefit Plan & Trust

EIN 46-3483568 • Lincoln, CA • 7 filings • 4 plans

151 E 12th StreetLincoln, CA 95648
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$566,280

2024 Contributions

$358,262

Historical Graphs

Total Assets Over Time

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

$880,515$440,258$0201420232024YearValue
$566,280Latest year 2024

Participants Over Time

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

840201420232024YearValue
8Latest 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
202428$566,280$358,262$44,783iApproximate average salary by contribution assumption: employee only about $1,119,569 at 4% or $746,379 at 6%; with 50% employer match about $746,379 at 4% or $497,586 at 6%; with 100% employer match about $559,784 at 4% or $373,190 at 6%.
Boatman Dental Defined Benefit Plan & Trust-7$447,826$292,888$41,841iApproximate average salary by contribution assumption: employee only about $1,046,029 at 4% or $697,352 at 6%; with 50% employer match about $697,352 at 4% or $464,902 at 6%; with 100% employer match about $523,014 at 4% or $348,676 at 6%.
BOATMAN DENTAL 401(K) PLAN & TRUST-8$118,454$65,374$8,172iApproximate average salary by contribution assumption: employee only about $204,294 at 4% or $136,196 at 6%; with 50% employer match about $136,196 at 4% or $90,797 at 6%; with 100% employer match about $102,147 at 4% or $68,098 at 6%.
202327$207,287$206,922$29,560iApproximate average salary by contribution assumption: employee only about $739,007 at 4% or $492,671 at 6%; with 50% employer match about $492,671 at 4% or $328,448 at 6%; with 100% employer match about $369,504 at 4% or $246,336 at 6%.
Boatman Dental Defined Benefit Plan & Trust-7$156,500$156,500$22,357iApproximate average salary by contribution assumption: employee only about $558,929 at 4% or $372,619 at 6%; with 50% employer match about $372,619 at 4% or $248,413 at 6%; with 100% employer match about $279,464 at 4% or $186,310 at 6%.
BOATMAN DENTAL 401(K) PLAN & TRUST-7$50,787$50,422$7,203iApproximate average salary by contribution assumption: employee only about $180,079 at 4% or $120,052 at 6%; with 50% employer match about $120,052 at 4% or $80,035 at 6%; with 100% employer match about $90,039 at 4% or $60,026 at 6%.
201520$10$1,521-
Donald J. Boatman, D. D. S. Inc. 401(K) Profit Sharing Plan-0$10$1,521-
Donald J. Boatman, D. D. S. Inc. 401(K) Profit Sharing Plan-0---
201416$880,515$57,247$9,541iApproximate average salary by contribution assumption: employee only about $238,529 at 4% or $159,019 at 6%; with 50% employer match about $159,019 at 4% or $106,013 at 6%; with 100% employer match about $119,265 at 4% or $79,510 at 6%.
Donald J. Boatman, D. D. S. Inc. 401(K) Profit Sharing Plan-6$880,515$57,247$9,541iApproximate average salary by contribution assumption: employee only about $238,529 at 4% or $159,019 at 6%; with 50% employer match about $159,019 at 4% or $106,013 at 6%; with 100% employer match about $119,265 at 4% or $79,510 at 6%.