Civic Intelligence

MARK BREESE DMD INC.

Plan context: MARK BREESE DMD INC. 401(K) PLAN & TRUST

EIN 47-4650937 • Carlsbad, CA • 8 filings • 1 plans

1289 Carlsbad Village DriveCarlsbad, CA 92008
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,299,152

2025 Contributions

$151,180

Historical Graphs

Total Assets Over Time

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

$1,299,152$649,576$0201820222025YearValue
$1,299,152Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest 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
202516$1,299,152$151,180$25,197iApproximate average salary by contribution assumption: employee only about $629,917 at 4% or $419,944 at 6%; with 50% employer match about $419,944 at 4% or $279,963 at 6%; with 100% employer match about $314,958 at 4% or $209,972 at 6%.
MARK BREESE DMD INC. 401(K) PLAN & TRUST-6$1,299,152$151,180$25,197iApproximate average salary by contribution assumption: employee only about $629,917 at 4% or $419,944 at 6%; with 50% employer match about $419,944 at 4% or $279,963 at 6%; with 100% employer match about $314,958 at 4% or $209,972 at 6%.
202416$999,514$149,050$24,842iApproximate average salary by contribution assumption: employee only about $621,042 at 4% or $414,028 at 6%; with 50% employer match about $414,028 at 4% or $276,019 at 6%; with 100% employer match about $310,521 at 4% or $207,014 at 6%.
MARK BREESE DMD INC. 401(K) PLAN & TRUST-6$999,514$149,050$24,842iApproximate average salary by contribution assumption: employee only about $621,042 at 4% or $414,028 at 6%; with 50% employer match about $414,028 at 4% or $276,019 at 6%; with 100% employer match about $310,521 at 4% or $207,014 at 6%.
202315$793,234$136,559$27,312iApproximate average salary by contribution assumption: employee only about $682,795 at 4% or $455,197 at 6%; with 50% employer match about $455,197 at 4% or $303,464 at 6%; with 100% employer match about $341,398 at 4% or $227,598 at 6%.
MARK BREESE DMD INC. 401(K) PLAN & TRUST-5$793,234$136,559$27,312iApproximate average salary by contribution assumption: employee only about $682,795 at 4% or $455,197 at 6%; with 50% employer match about $455,197 at 4% or $303,464 at 6%; with 100% employer match about $341,398 at 4% or $227,598 at 6%.
202216$596,367$124,556$20,759iApproximate average salary by contribution assumption: employee only about $518,983 at 4% or $345,989 at 6%; with 50% employer match about $345,989 at 4% or $230,659 at 6%; with 100% employer match about $259,492 at 4% or $172,994 at 6%.
MARK BREESE DMD INC. 401(K) PLAN & TRUST-6$596,367$124,556$20,759iApproximate average salary by contribution assumption: employee only about $518,983 at 4% or $345,989 at 6%; with 50% employer match about $345,989 at 4% or $230,659 at 6%; with 100% employer match about $259,492 at 4% or $172,994 at 6%.
202116$531,183$143,500$23,917iApproximate average salary by contribution assumption: employee only about $597,917 at 4% or $398,611 at 6%; with 50% employer match about $398,611 at 4% or $265,741 at 6%; with 100% employer match about $298,958 at 4% or $199,306 at 6%.
MARK BREESE DMD INC. 401(K) PLAN & TRUST-6$531,183$143,500$23,917iApproximate average salary by contribution assumption: employee only about $597,917 at 4% or $398,611 at 6%; with 50% employer match about $398,611 at 4% or $265,741 at 6%; with 100% employer match about $298,958 at 4% or $199,306 at 6%.
202015$329,430$97,000$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
MARK BREESE DMD INC. 401(K) PLAN & TRUST-5$329,430$97,000$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
201915$199,669$94,800$18,960iApproximate average salary by contribution assumption: employee only about $474,000 at 4% or $316,000 at 6%; with 50% employer match about $316,000 at 4% or $210,667 at 6%; with 100% employer match about $237,000 at 4% or $158,000 at 6%.
MARK BREESE DMD INC. 401(K) PLAN & TRUST-5$199,669$94,800$18,960iApproximate average salary by contribution assumption: employee only about $474,000 at 4% or $316,000 at 6%; with 50% employer match about $316,000 at 4% or $210,667 at 6%; with 100% employer match about $237,000 at 4% or $158,000 at 6%.
201815$88,250$91,022$18,204iApproximate average salary by contribution assumption: employee only about $455,110 at 4% or $303,407 at 6%; with 50% employer match about $303,407 at 4% or $202,271 at 6%; with 100% employer match about $227,555 at 4% or $151,703 at 6%.
MARK BREESE DMD INC. 401(K) PLAN & TRUST-5$88,250$91,022$18,204iApproximate average salary by contribution assumption: employee only about $455,110 at 4% or $303,407 at 6%; with 50% employer match about $303,407 at 4% or $202,271 at 6%; with 100% employer match about $227,555 at 4% or $151,703 at 6%.