Civic Intelligence

Jason Sorensen, Dds Inc.

Plan context: Dr. Jason Sorensen, Dds 401(K) P/S Plan

EIN 61-1433293 • Fresno, CA • 20 filings • 3 plans

1480 West Herndon AveFresno, CA 93711
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,926,220

2024 Contributions

$162,642

Historical Graphs

Total Assets Over Time

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

$2,926,220$1,463,110$0200920172024YearValue
$2,926,220Latest year 2024

Participants Over Time

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

840200920172024YearValue
7Latest 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
202427$2,926,220$162,642$23,235iApproximate average salary by contribution assumption: employee only about $580,864 at 4% or $387,243 at 6%; with 50% employer match about $387,243 at 4% or $258,162 at 6%; with 100% employer match about $290,432 at 4% or $193,621 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$2,460,227$58,218$8,317iApproximate average salary by contribution assumption: employee only about $207,921 at 4% or $138,614 at 6%; with 50% employer match about $138,614 at 4% or $92,410 at 6%; with 100% employer match about $103,961 at 4% or $69,307 at 6%.
JASON SORENSEN, DDS CASH BALANCE PLAN-5$465,993$104,424$20,885iApproximate average salary by contribution assumption: employee only about $522,120 at 4% or $348,080 at 6%; with 50% employer match about $348,080 at 4% or $232,053 at 6%; with 100% employer match about $261,060 at 4% or $174,040 at 6%.
202327$2,663,504$182,891$26,127iApproximate average salary by contribution assumption: employee only about $653,182 at 4% or $435,455 at 6%; with 50% employer match about $435,455 at 4% or $290,303 at 6%; with 100% employer match about $326,591 at 4% or $217,727 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$2,315,244$53,892$7,699iApproximate average salary by contribution assumption: employee only about $192,471 at 4% or $128,314 at 6%; with 50% employer match about $128,314 at 4% or $85,543 at 6%; with 100% employer match about $96,236 at 4% or $64,157 at 6%.
JASON SORENSEN, DDS CASH BALANCE PLAN-5$348,260$128,999$25,800iApproximate average salary by contribution assumption: employee only about $644,995 at 4% or $429,997 at 6%; with 50% employer match about $429,997 at 4% or $286,664 at 6%; with 100% employer match about $322,498 at 4% or $214,998 at 6%.
202237$2,188,098$157,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$1,985,394$38,895$5,556iApproximate average salary by contribution assumption: employee only about $138,911 at 4% or $92,607 at 6%; with 50% employer match about $92,607 at 4% or $61,738 at 6%; with 100% employer match about $69,455 at 4% or $46,304 at 6%.
JASON SORENSEN, DDS CASH BALANCE PLAN-5$202,704$105,214$21,043iApproximate average salary by contribution assumption: employee only about $526,070 at 4% or $350,713 at 6%; with 50% employer match about $350,713 at 4% or $233,809 at 6%; with 100% employer match about $263,035 at 4% or $175,357 at 6%.
JASON SORENSEN, DDS, PROFIT SHARING PLAN-0$0$13,391-
202117$2,214,889$50,440$7,206iApproximate average salary by contribution assumption: employee only about $180,143 at 4% or $120,095 at 6%; with 50% employer match about $120,095 at 4% or $80,063 at 6%; with 100% employer match about $90,071 at 4% or $60,048 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$2,214,889$50,440$7,206iApproximate average salary by contribution assumption: employee only about $180,143 at 4% or $120,095 at 6%; with 50% employer match about $120,095 at 4% or $80,063 at 6%; with 100% employer match about $90,071 at 4% or $60,048 at 6%.
202018$1,882,322$91,238$11,405iApproximate average salary by contribution assumption: employee only about $285,119 at 4% or $190,079 at 6%; with 50% employer match about $190,079 at 4% or $126,719 at 6%; with 100% employer match about $142,559 at 4% or $95,040 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-8$1,882,322$91,238$11,405iApproximate average salary by contribution assumption: employee only about $285,119 at 4% or $190,079 at 6%; with 50% employer match about $190,079 at 4% or $126,719 at 6%; with 100% employer match about $142,559 at 4% or $95,040 at 6%.
201918$1,564,673$87,011$10,876iApproximate average salary by contribution assumption: employee only about $271,909 at 4% or $181,273 at 6%; with 50% employer match about $181,273 at 4% or $120,849 at 6%; with 100% employer match about $135,955 at 4% or $90,636 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-8$1,564,673$87,011$10,876iApproximate average salary by contribution assumption: employee only about $271,909 at 4% or $181,273 at 6%; with 50% employer match about $181,273 at 4% or $120,849 at 6%; with 100% employer match about $135,955 at 4% or $90,636 at 6%.
201818$1,226,842$83,812$10,477iApproximate average salary by contribution assumption: employee only about $261,913 at 4% or $174,608 at 6%; with 50% employer match about $174,608 at 4% or $116,406 at 6%; with 100% employer match about $130,956 at 4% or $87,304 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-8$1,226,842$83,812$10,477iApproximate average salary by contribution assumption: employee only about $261,913 at 4% or $174,608 at 6%; with 50% employer match about $174,608 at 4% or $116,406 at 6%; with 100% employer match about $130,956 at 4% or $87,304 at 6%.
201718$1,207,032$82,215$10,277iApproximate average salary by contribution assumption: employee only about $256,922 at 4% or $171,281 at 6%; with 50% employer match about $171,281 at 4% or $114,188 at 6%; with 100% employer match about $128,461 at 4% or $85,641 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-8$1,207,032$82,215$10,277iApproximate average salary by contribution assumption: employee only about $256,922 at 4% or $171,281 at 6%; with 50% employer match about $171,281 at 4% or $114,188 at 6%; with 100% employer match about $128,461 at 4% or $85,641 at 6%.
201617$965,305$76,698$10,957iApproximate average salary by contribution assumption: employee only about $273,921 at 4% or $182,614 at 6%; with 50% employer match about $182,614 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,307 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$965,305$76,698$10,957iApproximate average salary by contribution assumption: employee only about $273,921 at 4% or $182,614 at 6%; with 50% employer match about $182,614 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,307 at 6%.
201516$817,395$76,741$12,790iApproximate average salary by contribution assumption: employee only about $319,754 at 4% or $213,169 at 6%; with 50% employer match about $213,169 at 4% or $142,113 at 6%; with 100% employer match about $159,877 at 4% or $106,585 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-6$817,395$76,741$12,790iApproximate average salary by contribution assumption: employee only about $319,754 at 4% or $213,169 at 6%; with 50% employer match about $213,169 at 4% or $142,113 at 6%; with 100% employer match about $159,877 at 4% or $106,585 at 6%.
201416$749,773$73,390$12,232iApproximate average salary by contribution assumption: employee only about $305,792 at 4% or $203,861 at 6%; with 50% employer match about $203,861 at 4% or $135,907 at 6%; with 100% employer match about $152,896 at 4% or $101,931 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-6$749,773$73,390$12,232iApproximate average salary by contribution assumption: employee only about $305,792 at 4% or $203,861 at 6%; with 50% employer match about $203,861 at 4% or $135,907 at 6%; with 100% employer match about $152,896 at 4% or $101,931 at 6%.
201317$650,460$72,650$10,379iApproximate average salary by contribution assumption: employee only about $259,464 at 4% or $172,976 at 6%; with 50% employer match about $172,976 at 4% or $115,317 at 6%; with 100% employer match about $129,732 at 4% or $86,488 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$650,460$72,650$10,379iApproximate average salary by contribution assumption: employee only about $259,464 at 4% or $172,976 at 6%; with 50% employer match about $172,976 at 4% or $115,317 at 6%; with 100% employer match about $129,732 at 4% or $86,488 at 6%.
201217$485,162$71,555$10,222iApproximate average salary by contribution assumption: employee only about $255,554 at 4% or $170,369 at 6%; with 50% employer match about $170,369 at 4% or $113,579 at 6%; with 100% employer match about $127,777 at 4% or $85,185 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$485,162$71,555$10,222iApproximate average salary by contribution assumption: employee only about $255,554 at 4% or $170,369 at 6%; with 50% employer match about $170,369 at 4% or $113,579 at 6%; with 100% employer match about $127,777 at 4% or $85,185 at 6%.
201117$374,829$70,923$10,132iApproximate average salary by contribution assumption: employee only about $253,296 at 4% or $168,864 at 6%; with 50% employer match about $168,864 at 4% or $112,576 at 6%; with 100% employer match about $126,648 at 4% or $84,432 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$374,829$70,923$10,132iApproximate average salary by contribution assumption: employee only about $253,296 at 4% or $168,864 at 6%; with 50% employer match about $168,864 at 4% or $112,576 at 6%; with 100% employer match about $126,648 at 4% or $84,432 at 6%.
201017$317,241$110,042$15,720iApproximate average salary by contribution assumption: employee only about $393,007 at 4% or $262,005 at 6%; with 50% employer match about $262,005 at 4% or $174,670 at 6%; with 100% employer match about $196,504 at 4% or $131,002 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-7$317,241$110,042$15,720iApproximate average salary by contribution assumption: employee only about $393,007 at 4% or $262,005 at 6%; with 50% employer match about $262,005 at 4% or $174,670 at 6%; with 100% employer match about $196,504 at 4% or $131,002 at 6%.
200915$183,561$71,682$14,336iApproximate average salary by contribution assumption: employee only about $358,410 at 4% or $238,940 at 6%; with 50% employer match about $238,940 at 4% or $159,293 at 6%; with 100% employer match about $179,205 at 4% or $119,470 at 6%.
Dr. Jason Sorensen, Dds 401(K) P/S Plan-5$183,561$71,682$14,336iApproximate average salary by contribution assumption: employee only about $358,410 at 4% or $238,940 at 6%; with 50% employer match about $238,940 at 4% or $159,293 at 6%; with 100% employer match about $179,205 at 4% or $119,470 at 6%.