Civic Intelligence

Joanne M. Bernard, D.D.S., P.A.

Plan context: Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan

EIN 52-1796384 • Crofton, MD • 29 filings • 4 plans

2411 Crofton Lane, Suite 6-bCrofton, MD 21114-0000
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$3,357,098

2023 Contributions

$93,798

Historical Graphs

Total Assets Over Time

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

$3,357,098$1,678,549$0199920142023YearValue
$3,357,098Latest year 2023

Participants Over Time

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

630199920112023YearValue
4Latest year 2023

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
202314$3,357,098$93,798$23,450iApproximate average salary by contribution assumption: employee only about $586,238 at 4% or $390,825 at 6%; with 50% employer match about $390,825 at 4% or $260,550 at 6%; with 100% employer match about $293,119 at 4% or $195,413 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-4$3,357,098$93,798$23,450iApproximate average salary by contribution assumption: employee only about $586,238 at 4% or $390,825 at 6%; with 50% employer match about $390,825 at 4% or $260,550 at 6%; with 100% employer match about $293,119 at 4% or $195,413 at 6%.
202215$2,611,341$90,703$18,141iApproximate average salary by contribution assumption: employee only about $453,515 at 4% or $302,343 at 6%; with 50% employer match about $302,343 at 4% or $201,562 at 6%; with 100% employer match about $226,757 at 4% or $151,172 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$2,611,341$90,703$18,141iApproximate average salary by contribution assumption: employee only about $453,515 at 4% or $302,343 at 6%; with 50% employer match about $302,343 at 4% or $201,562 at 6%; with 100% employer match about $226,757 at 4% or $151,172 at 6%.
202115$2,491,150$75,449$15,090iApproximate average salary by contribution assumption: employee only about $377,245 at 4% or $251,497 at 6%; with 50% employer match about $251,497 at 4% or $167,664 at 6%; with 100% employer match about $188,623 at 4% or $125,748 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$2,491,150$75,449$15,090iApproximate average salary by contribution assumption: employee only about $377,245 at 4% or $251,497 at 6%; with 50% employer match about $251,497 at 4% or $167,664 at 6%; with 100% employer match about $188,623 at 4% or $125,748 at 6%.
202015$2,875,255$80,915$16,183iApproximate average salary by contribution assumption: employee only about $404,575 at 4% or $269,717 at 6%; with 50% employer match about $269,717 at 4% or $179,811 at 6%; with 100% employer match about $202,288 at 4% or $134,858 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$2,875,255$80,915$16,183iApproximate average salary by contribution assumption: employee only about $404,575 at 4% or $269,717 at 6%; with 50% employer match about $269,717 at 4% or $179,811 at 6%; with 100% employer match about $202,288 at 4% or $134,858 at 6%.
201915$2,221,616$25,312$5,062iApproximate average salary by contribution assumption: employee only about $126,560 at 4% or $84,373 at 6%; with 50% employer match about $84,373 at 4% or $56,249 at 6%; with 100% employer match about $63,280 at 4% or $42,187 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$2,221,616$25,312$5,062iApproximate average salary by contribution assumption: employee only about $126,560 at 4% or $84,373 at 6%; with 50% employer match about $84,373 at 4% or $56,249 at 6%; with 100% employer match about $63,280 at 4% or $42,187 at 6%.
201816$2,177,842$37,520$6,253iApproximate average salary by contribution assumption: employee only about $156,333 at 4% or $104,222 at 6%; with 50% employer match about $104,222 at 4% or $69,481 at 6%; with 100% employer match about $78,167 at 4% or $52,111 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-6$2,177,842$37,520$6,253iApproximate average salary by contribution assumption: employee only about $156,333 at 4% or $104,222 at 6%; with 50% employer match about $104,222 at 4% or $69,481 at 6%; with 100% employer match about $78,167 at 4% or $52,111 at 6%.
201716$1,996,167$69,597$11,600iApproximate average salary by contribution assumption: employee only about $289,988 at 4% or $193,325 at 6%; with 50% employer match about $193,325 at 4% or $128,883 at 6%; with 100% employer match about $144,994 at 4% or $96,663 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-6$1,996,167$69,597$11,600iApproximate average salary by contribution assumption: employee only about $289,988 at 4% or $193,325 at 6%; with 50% employer match about $193,325 at 4% or $128,883 at 6%; with 100% employer match about $144,994 at 4% or $96,663 at 6%.
201614$1,957,993$83,581$20,895iApproximate average salary by contribution assumption: employee only about $522,381 at 4% or $348,254 at 6%; with 50% employer match about $348,254 at 4% or $232,169 at 6%; with 100% employer match about $261,191 at 4% or $174,127 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-4$1,957,993$83,581$20,895iApproximate average salary by contribution assumption: employee only about $522,381 at 4% or $348,254 at 6%; with 50% employer match about $348,254 at 4% or $232,169 at 6%; with 100% employer match about $261,191 at 4% or $174,127 at 6%.
201514$1,655,010$91,005$22,751iApproximate average salary by contribution assumption: employee only about $568,781 at 4% or $379,188 at 6%; with 50% employer match about $379,188 at 4% or $252,792 at 6%; with 100% employer match about $284,391 at 4% or $189,594 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-4$1,655,010$91,005$22,751iApproximate average salary by contribution assumption: employee only about $568,781 at 4% or $379,188 at 6%; with 50% employer match about $379,188 at 4% or $252,792 at 6%; with 100% employer match about $284,391 at 4% or $189,594 at 6%.
201414$1,522,778$74,099$18,525iApproximate average salary by contribution assumption: employee only about $463,119 at 4% or $308,746 at 6%; with 50% employer match about $308,746 at 4% or $205,831 at 6%; with 100% employer match about $231,559 at 4% or $154,373 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-4$1,522,778$74,099$18,525iApproximate average salary by contribution assumption: employee only about $463,119 at 4% or $308,746 at 6%; with 50% employer match about $308,746 at 4% or $205,831 at 6%; with 100% employer match about $231,559 at 4% or $154,373 at 6%.
201315$1,470,658$30,828$6,166iApproximate average salary by contribution assumption: employee only about $154,140 at 4% or $102,760 at 6%; with 50% employer match about $102,760 at 4% or $68,507 at 6%; with 100% employer match about $77,070 at 4% or $51,380 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$1,470,658$30,828$6,166iApproximate average salary by contribution assumption: employee only about $154,140 at 4% or $102,760 at 6%; with 50% employer match about $102,760 at 4% or $68,507 at 6%; with 100% employer match about $77,070 at 4% or $51,380 at 6%.
201215$1,441,943$34,324$6,865iApproximate average salary by contribution assumption: employee only about $171,620 at 4% or $114,413 at 6%; with 50% employer match about $114,413 at 4% or $76,276 at 6%; with 100% employer match about $85,810 at 4% or $57,207 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$1,441,943$34,324$6,865iApproximate average salary by contribution assumption: employee only about $171,620 at 4% or $114,413 at 6%; with 50% employer match about $114,413 at 4% or $76,276 at 6%; with 100% employer match about $85,810 at 4% or $57,207 at 6%.
201115$1,240,251$35,817$7,163iApproximate average salary by contribution assumption: employee only about $179,085 at 4% or $119,390 at 6%; with 50% employer match about $119,390 at 4% or $79,593 at 6%; with 100% employer match about $89,543 at 4% or $59,695 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$1,240,251$35,817$7,163iApproximate average salary by contribution assumption: employee only about $179,085 at 4% or $119,390 at 6%; with 50% employer match about $119,390 at 4% or $79,593 at 6%; with 100% employer match about $89,543 at 4% or $59,695 at 6%.
201015$1,103,657$75,675$15,135iApproximate average salary by contribution assumption: employee only about $378,375 at 4% or $252,250 at 6%; with 50% employer match about $252,250 at 4% or $168,167 at 6%; with 100% employer match about $189,188 at 4% or $126,125 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$1,103,657$75,675$15,135iApproximate average salary by contribution assumption: employee only about $378,375 at 4% or $252,250 at 6%; with 50% employer match about $252,250 at 4% or $168,167 at 6%; with 100% employer match about $189,188 at 4% or $126,125 at 6%.
200915$1,011,973$63,511$12,702iApproximate average salary by contribution assumption: employee only about $317,555 at 4% or $211,703 at 6%; with 50% employer match about $211,703 at 4% or $141,136 at 6%; with 100% employer match about $158,778 at 4% or $105,852 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$1,011,973$63,511$12,702iApproximate average salary by contribution assumption: employee only about $317,555 at 4% or $211,703 at 6%; with 50% employer match about $211,703 at 4% or $141,136 at 6%; with 100% employer match about $158,778 at 4% or $105,852 at 6%.
200815$0$0-
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5---
200715$0$0-
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5---
200615$998,774$63,033$12,607iApproximate average salary by contribution assumption: employee only about $315,165 at 4% or $210,110 at 6%; with 50% employer match about $210,110 at 4% or $140,073 at 6%; with 100% employer match about $157,583 at 4% or $105,055 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$998,774$63,033$12,607iApproximate average salary by contribution assumption: employee only about $315,165 at 4% or $210,110 at 6%; with 50% employer match about $210,110 at 4% or $140,073 at 6%; with 100% employer match about $157,583 at 4% or $105,055 at 6%.
200515$903,463$55,500$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$903,463$55,500$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
200415$778,967$66,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$778,967$66,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
200316$665,761$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-6$665,761$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200226$0$0-
Joanne M. Bernard, D.D.S., P.A. Money Purchase Pension Plan-0---
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-6---
200126$0$0-
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-6---
Joanne M. Bernard, D.D.S., P.A. Money Purchase Pension Plan-6---
200025$0$0-
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5---
Joanne M. Bernard, D.D.S., P.A. Money Purchase Pension Plan-5---
199925$472,190$50,627$10,125iApproximate average salary by contribution assumption: employee only about $253,135 at 4% or $168,757 at 6%; with 50% employer match about $168,757 at 4% or $112,504 at 6%; with 100% employer match about $126,568 at 4% or $84,378 at 6%.
Joanne M. Bernard, D.D.S., P.A. Profit Sharing Plan-5$253,802$24,657$4,931iApproximate average salary by contribution assumption: employee only about $123,285 at 4% or $82,190 at 6%; with 50% employer match about $82,190 at 4% or $54,793 at 6%; with 100% employer match about $61,642 at 4% or $41,095 at 6%.
Joanne M. Bernard, D.D.S., P.A. Money Purchase Pension Plan-5$218,388$25,970$5,194iApproximate average salary by contribution assumption: employee only about $129,850 at 4% or $86,567 at 6%; with 50% employer match about $86,567 at 4% or $57,711 at 6%; with 100% employer match about $64,925 at 4% or $43,283 at 6%.