Dan Patterson, Dds
Plan context: Dan Patterson, Dds Profit Sharing Plan
EIN 58-1425696 • Woodstock, GA • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,898,611
2024 Contributions
$429,046
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 8 | $3,898,611 | $429,046 | $53,631iApproximate average salary by contribution assumption: employee only about $1,340,769 at 4% or $893,846 at 6%; with 50% employer match about $893,846 at 4% or $595,897 at 6%; with 100% employer match about $670,384 at 4% or $446,923 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 8 | $3,046,062 | $379,046 | $47,381iApproximate average salary by contribution assumption: employee only about $1,184,519 at 4% or $789,679 at 6%; with 50% employer match about $789,679 at 4% or $526,453 at 6%; with 100% employer match about $592,259 at 4% or $394,840 at 6%. |
| Dan Patterson, Dds Cash Balance Plan | - | 8 | $852,549 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2023 | 2 | 8 | $3,429,581 | $220,235 | $27,529iApproximate average salary by contribution assumption: employee only about $688,234 at 4% or $458,823 at 6%; with 50% employer match about $458,823 at 4% or $305,882 at 6%; with 100% employer match about $344,117 at 4% or $229,411 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $2,689,338 | $120,235 | $17,176iApproximate average salary by contribution assumption: employee only about $429,411 at 4% or $286,274 at 6%; with 50% employer match about $286,274 at 4% or $190,849 at 6%; with 100% employer match about $214,705 at 4% or $143,137 at 6%. |
| Dan Patterson, Dds Cash Balance Plan | - | 8 | $740,243 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2022 | 2 | 8 | $2,896,485 | $229,362 | $28,670iApproximate average salary by contribution assumption: employee only about $716,756 at 4% or $477,838 at 6%; with 50% employer match about $477,838 at 4% or $318,558 at 6%; with 100% employer match about $358,378 at 4% or $238,919 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $2,335,393 | $111,011 | $15,859iApproximate average salary by contribution assumption: employee only about $396,468 at 4% or $264,312 at 6%; with 50% employer match about $264,312 at 4% or $176,208 at 6%; with 100% employer match about $198,234 at 4% or $132,156 at 6%. |
| Dan Patterson, Dds Cash Balance Plan | - | 8 | $561,092 | $118,351 | $14,794iApproximate average salary by contribution assumption: employee only about $369,847 at 4% or $246,565 at 6%; with 50% employer match about $246,565 at 4% or $164,376 at 6%; with 100% employer match about $184,923 at 4% or $123,282 at 6%. |
| 2021 | 2 | 8 | $2,878,282 | $242,418 | $30,302iApproximate average salary by contribution assumption: employee only about $757,556 at 4% or $505,038 at 6%; with 50% employer match about $505,038 at 4% or $336,692 at 6%; with 100% employer match about $378,778 at 4% or $252,519 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 8 | $2,380,033 | $151,113 | $18,889iApproximate average salary by contribution assumption: employee only about $472,228 at 4% or $314,819 at 6%; with 50% employer match about $314,819 at 4% or $209,879 at 6%; with 100% employer match about $236,114 at 4% or $157,409 at 6%. |
| Dan Patterson, Dds Cash Balance Plan | - | 7 | $498,249 | $91,305 | $13,044iApproximate average salary by contribution assumption: employee only about $326,089 at 4% or $217,393 at 6%; with 50% employer match about $217,393 at 4% or $144,929 at 6%; with 100% employer match about $163,045 at 4% or $108,696 at 6%. |
| 2020 | 2 | 8 | $2,267,031 | $192,869 | $24,109iApproximate average salary by contribution assumption: employee only about $602,716 at 4% or $401,810 at 6%; with 50% employer match about $401,810 at 4% or $267,874 at 6%; with 100% employer match about $301,358 at 4% or $200,905 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 8 | $1,897,971 | $105,884 | $13,236iApproximate average salary by contribution assumption: employee only about $330,888 at 4% or $220,592 at 6%; with 50% employer match about $220,592 at 4% or $147,061 at 6%; with 100% employer match about $165,444 at 4% or $110,296 at 6%. |
| Dan Patterson, Dds Cash Balance Plan | - | 7 | $369,060 | $86,985 | $12,426iApproximate average salary by contribution assumption: employee only about $310,661 at 4% or $207,107 at 6%; with 50% employer match about $207,107 at 4% or $138,071 at 6%; with 100% employer match about $155,330 at 4% or $103,554 at 6%. |
| 2019 | 2 | 7 | $1,804,112 | $189,826 | $27,118iApproximate average salary by contribution assumption: employee only about $677,950 at 4% or $451,967 at 6%; with 50% employer match about $451,967 at 4% or $301,311 at 6%; with 100% employer match about $338,975 at 4% or $225,983 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $1,546,417 | $103,867 | $14,838iApproximate average salary by contribution assumption: employee only about $370,954 at 4% or $247,302 at 6%; with 50% employer match about $247,302 at 4% or $164,868 at 6%; with 100% employer match about $185,477 at 4% or $123,651 at 6%. |
| Dan Patterson, Dds Cash Balance Plan | - | 6 | $257,695 | $85,959 | $14,327iApproximate average salary by contribution assumption: employee only about $358,163 at 4% or $238,775 at 6%; with 50% employer match about $238,775 at 4% or $159,183 at 6%; with 100% employer match about $179,081 at 4% or $119,388 at 6%. |
| 2018 | 2 | 7 | $1,445,163 | $184,965 | $26,424iApproximate average salary by contribution assumption: employee only about $660,589 at 4% or $440,393 at 6%; with 50% employer match about $440,393 at 4% or $293,595 at 6%; with 100% employer match about $330,295 at 4% or $220,196 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $1,278,907 | $100,446 | $14,349iApproximate average salary by contribution assumption: employee only about $358,736 at 4% or $239,157 at 6%; with 50% employer match about $239,157 at 4% or $159,438 at 6%; with 100% employer match about $179,368 at 4% or $119,579 at 6%. |
| Dan Patterson, Dds Cash Balance Plan | - | 6 | $166,256 | $84,519 | $14,087iApproximate average salary by contribution assumption: employee only about $352,163 at 4% or $234,775 at 6%; with 50% employer match about $234,775 at 4% or $156,517 at 6%; with 100% employer match about $176,081 at 4% or $117,388 at 6%. |
| 2017 | 2 | 7 | $1,430,823 | $210,604 | $30,086iApproximate average salary by contribution assumption: employee only about $752,157 at 4% or $501,438 at 6%; with 50% employer match about $501,438 at 4% or $334,292 at 6%; with 100% employer match about $376,079 at 4% or $250,719 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $1,349,480 | $129,261 | $18,466iApproximate average salary by contribution assumption: employee only about $461,646 at 4% or $307,764 at 6%; with 50% employer match about $307,764 at 4% or $205,176 at 6%; with 100% employer match about $230,823 at 4% or $153,882 at 6%. |
| Dan Patterson, Dds Cash Balance Plan | - | 7 | $81,343 | $81,343 | $11,620iApproximate average salary by contribution assumption: employee only about $290,511 at 4% or $193,674 at 6%; with 50% employer match about $193,674 at 4% or $129,116 at 6%; with 100% employer match about $145,255 at 4% or $96,837 at 6%. |
| 2016 | 1 | 7 | $1,072,561 | $72,368 | $10,338iApproximate average salary by contribution assumption: employee only about $258,457 at 4% or $172,305 at 6%; with 50% employer match about $172,305 at 4% or $114,870 at 6%; with 100% employer match about $129,229 at 4% or $86,152 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $1,072,561 | $72,368 | $10,338iApproximate average salary by contribution assumption: employee only about $258,457 at 4% or $172,305 at 6%; with 50% employer match about $172,305 at 4% or $114,870 at 6%; with 100% employer match about $129,229 at 4% or $86,152 at 6%. |
| 2015 | 1 | 7 | $885,749 | $81,345 | $11,621iApproximate average salary by contribution assumption: employee only about $290,518 at 4% or $193,679 at 6%; with 50% employer match about $193,679 at 4% or $129,119 at 6%; with 100% employer match about $145,259 at 4% or $96,839 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $885,749 | $81,345 | $11,621iApproximate average salary by contribution assumption: employee only about $290,518 at 4% or $193,679 at 6%; with 50% employer match about $193,679 at 4% or $129,119 at 6%; with 100% employer match about $145,259 at 4% or $96,839 at 6%. |
| 2014 | 1 | 7 | $854,834 | $88,333 | $12,619iApproximate average salary by contribution assumption: employee only about $315,475 at 4% or $210,317 at 6%; with 50% employer match about $210,317 at 4% or $140,211 at 6%; with 100% employer match about $157,738 at 4% or $105,158 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $854,834 | $88,333 | $12,619iApproximate average salary by contribution assumption: employee only about $315,475 at 4% or $210,317 at 6%; with 50% employer match about $210,317 at 4% or $140,211 at 6%; with 100% employer match about $157,738 at 4% or $105,158 at 6%. |
| 2013 | 1 | 6 | $814,121 | $72,067 | $12,011iApproximate average salary by contribution assumption: employee only about $300,279 at 4% or $200,186 at 6%; with 50% employer match about $200,186 at 4% or $133,457 at 6%; with 100% employer match about $150,140 at 4% or $100,093 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 6 | $814,121 | $72,067 | $12,011iApproximate average salary by contribution assumption: employee only about $300,279 at 4% or $200,186 at 6%; with 50% employer match about $200,186 at 4% or $133,457 at 6%; with 100% employer match about $150,140 at 4% or $100,093 at 6%. |
| 2012 | 1 | 7 | $649,864 | $64,328 | $9,190iApproximate average salary by contribution assumption: employee only about $229,743 at 4% or $153,162 at 6%; with 50% employer match about $153,162 at 4% or $102,108 at 6%; with 100% employer match about $114,871 at 4% or $76,581 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 7 | $649,864 | $64,328 | $9,190iApproximate average salary by contribution assumption: employee only about $229,743 at 4% or $153,162 at 6%; with 50% employer match about $153,162 at 4% or $102,108 at 6%; with 100% employer match about $114,871 at 4% or $76,581 at 6%. |
| 2011 | 1 | 6 | $527,435 | $61,629 | $10,272iApproximate average salary by contribution assumption: employee only about $256,788 at 4% or $171,192 at 6%; with 50% employer match about $171,192 at 4% or $114,128 at 6%; with 100% employer match about $128,394 at 4% or $85,596 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 6 | $527,435 | $61,629 | $10,272iApproximate average salary by contribution assumption: employee only about $256,788 at 4% or $171,192 at 6%; with 50% employer match about $171,192 at 4% or $114,128 at 6%; with 100% employer match about $128,394 at 4% or $85,596 at 6%. |
| 2010 | 1 | 6 | $492,606 | $63,011 | $10,502iApproximate average salary by contribution assumption: employee only about $262,546 at 4% or $175,031 at 6%; with 50% employer match about $175,031 at 4% or $116,687 at 6%; with 100% employer match about $131,273 at 4% or $87,515 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 6 | $492,606 | $63,011 | $10,502iApproximate average salary by contribution assumption: employee only about $262,546 at 4% or $175,031 at 6%; with 50% employer match about $175,031 at 4% or $116,687 at 6%; with 100% employer match about $131,273 at 4% or $87,515 at 6%. |
| 2009 | 1 | 6 | $605,400 | $63,588 | $10,598iApproximate average salary by contribution assumption: employee only about $264,950 at 4% or $176,633 at 6%; with 50% employer match about $176,633 at 4% or $117,756 at 6%; with 100% employer match about $132,475 at 4% or $88,317 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 6 | $605,400 | $63,588 | $10,598iApproximate average salary by contribution assumption: employee only about $264,950 at 4% or $176,633 at 6%; with 50% employer match about $176,633 at 4% or $117,756 at 6%; with 100% employer match about $132,475 at 4% or $88,317 at 6%. |
| 2008 | 1 | 6 | $436,457 | $59,638 | $9,940iApproximate average salary by contribution assumption: employee only about $248,492 at 4% or $165,661 at 6%; with 50% employer match about $165,661 at 4% or $110,441 at 6%; with 100% employer match about $124,246 at 4% or $82,831 at 6%. |
| Dan Patterson, Dds Profit Sharing Plan | - | 6 | $436,457 | $59,638 | $9,940iApproximate average salary by contribution assumption: employee only about $248,492 at 4% or $165,661 at 6%; with 50% employer match about $165,661 at 4% or $110,441 at 6%; with 100% employer match about $124,246 at 4% or $82,831 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Dan Patterson Dds Profit Sharing Plan | - | 7 | - | - | - |
| 2005 | 1 | 8 | $398,044 | $25,841 | $3,230iApproximate average salary by contribution assumption: employee only about $80,753 at 4% or $53,835 at 6%; with 50% employer match about $53,835 at 4% or $35,890 at 6%; with 100% employer match about $40,377 at 4% or $26,918 at 6%. |
| Dan Patterson Dds Profit Sharing Plan | - | 8 | $398,044 | $25,841 | $3,230iApproximate average salary by contribution assumption: employee only about $80,753 at 4% or $53,835 at 6%; with 50% employer match about $53,835 at 4% or $35,890 at 6%; with 100% employer match about $40,377 at 4% or $26,918 at 6%. |
| 2004 | 1 | 4 | $374,842 | $50,619 | $12,655iApproximate average salary by contribution assumption: employee only about $316,369 at 4% or $210,913 at 6%; with 50% employer match about $210,913 at 4% or $140,608 at 6%; with 100% employer match about $158,184 at 4% or $105,456 at 6%. |
| Dan Patterson Dds Profit Sharing Plan | - | 4 | $374,842 | $50,619 | $12,655iApproximate average salary by contribution assumption: employee only about $316,369 at 4% or $210,913 at 6%; with 50% employer match about $210,913 at 4% or $140,608 at 6%; with 100% employer match about $158,184 at 4% or $105,456 at 6%. |
| 2003 | 1 | 7 | $318,223 | $46,496 | $6,642iApproximate average salary by contribution assumption: employee only about $166,057 at 4% or $110,705 at 6%; with 50% employer match about $110,705 at 4% or $73,803 at 6%; with 100% employer match about $83,029 at 4% or $55,352 at 6%. |
| Dan Patterson Dds Profit Sharing Plan | - | 7 | $318,223 | $46,496 | $6,642iApproximate average salary by contribution assumption: employee only about $166,057 at 4% or $110,705 at 6%; with 50% employer match about $110,705 at 4% or $73,803 at 6%; with 100% employer match about $83,029 at 4% or $55,352 at 6%. |
| 2002 | 1 | 6 | $237,647 | $26,000 | $4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%. |
| Dan Patterson Dds Profit Sharing Plan | - | 6 | $237,647 | $26,000 | $4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Dan Patterson Dds Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $281,118 | $39,204 | $6,534iApproximate average salary by contribution assumption: employee only about $163,350 at 4% or $108,900 at 6%; with 50% employer match about $108,900 at 4% or $72,600 at 6%; with 100% employer match about $81,675 at 4% or $54,450 at 6%. |
| Dan Patterson Dds Profit Sharing Plan | - | 6 | $281,118 | $39,204 | $6,534iApproximate average salary by contribution assumption: employee only about $163,350 at 4% or $108,900 at 6%; with 50% employer match about $108,900 at 4% or $72,600 at 6%; with 100% employer match about $81,675 at 4% or $54,450 at 6%. |
| 1999 | 1 | 7 | $279,277 | $39,762 | $5,680iApproximate average salary by contribution assumption: employee only about $142,007 at 4% or $94,671 at 6%; with 50% employer match about $94,671 at 4% or $63,114 at 6%; with 100% employer match about $71,004 at 4% or $47,336 at 6%. |
| Dan Patterson Dds Profit Sharing Plan | - | 7 | $279,277 | $39,762 | $5,680iApproximate average salary by contribution assumption: employee only about $142,007 at 4% or $94,671 at 6%; with 50% employer match about $94,671 at 4% or $63,114 at 6%; with 100% employer match about $71,004 at 4% or $47,336 at 6%. |