Mitchell a. Josephs, D.D.S., P.A.
Plan context: Mitchell a. Josephs, D.D.S., P.A. 401K Plan
EIN 65-0386857 • Palm Beach, FL • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,940,395
2024 Contributions
$216,418
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 | 5 | $1,940,395 | $216,418 | $43,284iApproximate average salary by contribution assumption: employee only about $1,082,090 at 4% or $721,393 at 6%; with 50% employer match about $721,393 at 4% or $480,929 at 6%; with 100% employer match about $541,045 at 4% or $360,697 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 5 | $993,796 | $66,418 | $13,284iApproximate average salary by contribution assumption: employee only about $332,090 at 4% or $221,393 at 6%; with 50% employer match about $221,393 at 4% or $147,596 at 6%; with 100% employer match about $166,045 at 4% or $110,697 at 6%. |
| MITCHELL A. JOSEPHS, D.D.S., P.A. CASH BALANCE PLAN | - | 3 | $946,599 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2023 | 2 | 4 | $1,515,148 | $192,990 | $48,248iApproximate average salary by contribution assumption: employee only about $1,206,188 at 4% or $804,125 at 6%; with 50% employer match about $804,125 at 4% or $536,083 at 6%; with 100% employer match about $603,094 at 4% or $402,063 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $808,294 | $53,553 | $13,388iApproximate average salary by contribution assumption: employee only about $334,706 at 4% or $223,138 at 6%; with 50% employer match about $223,138 at 4% or $148,758 at 6%; with 100% employer match about $167,353 at 4% or $111,569 at 6%. |
| MITCHELL A. JOSEPHS, D.D.S., P.A. CASH BALANCE PLAN | - | 3 | $706,854 | $139,437 | $46,479iApproximate average salary by contribution assumption: employee only about $1,161,975 at 4% or $774,650 at 6%; with 50% employer match about $774,650 at 4% or $516,433 at 6%; with 100% employer match about $580,988 at 4% or $387,325 at 6%. |
| 2022 | 2 | 4 | $1,435,922 | $189,994 | $47,499iApproximate average salary by contribution assumption: employee only about $1,187,463 at 4% or $791,642 at 6%; with 50% employer match about $791,642 at 4% or $527,761 at 6%; with 100% employer match about $593,731 at 4% or $395,821 at 6%. |
| MITCHELL A. JOSEPHS, D. D. S. , P. A. CASH BALANCE PLAN | - | 3 | $781,372 | $130,000 | $43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $654,550 | $59,994 | $14,999iApproximate average salary by contribution assumption: employee only about $374,963 at 4% or $249,975 at 6%; with 50% employer match about $249,975 at 4% or $166,650 at 6%; with 100% employer match about $187,481 at 4% or $124,988 at 6%. |
| 2021 | 2 | 5 | $2,060,990 | $185,512 | $37,102iApproximate average salary by contribution assumption: employee only about $927,560 at 4% or $618,373 at 6%; with 50% employer match about $618,373 at 4% or $412,249 at 6%; with 100% employer match about $463,780 at 4% or $309,187 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 5 | $1,318,975 | $51,512 | $10,302iApproximate average salary by contribution assumption: employee only about $257,560 at 4% or $171,707 at 6%; with 50% employer match about $171,707 at 4% or $114,471 at 6%; with 100% employer match about $128,780 at 4% or $85,853 at 6%. |
| MITCHELL A. JOSEPHS, D. D. S. , P. A. CASH BALANCE PLAN | - | 5 | $742,015 | $134,000 | $26,800iApproximate average salary by contribution assumption: employee only about $670,000 at 4% or $446,667 at 6%; with 50% employer match about $446,667 at 4% or $297,778 at 6%; with 100% employer match about $335,000 at 4% or $223,333 at 6%. |
| 2020 | 2 | 4 | $1,635,986 | $233,459 | $58,365iApproximate average salary by contribution assumption: employee only about $1,459,119 at 4% or $972,746 at 6%; with 50% employer match about $972,746 at 4% or $648,497 at 6%; with 100% employer match about $729,559 at 4% or $486,373 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 0 | $1,116,846 | $57,459 | - |
| MITCHELL A. JOSEPHS, D. D. S. , P. A. CASH BALANCED PLAN | - | 4 | $519,140 | $176,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2019 | 2 | 4 | $1,281,934 | $263,675 | $65,919iApproximate average salary by contribution assumption: employee only about $1,647,969 at 4% or $1,098,646 at 6%; with 50% employer match about $1,098,646 at 4% or $732,431 at 6%; with 100% employer match about $823,984 at 4% or $549,323 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $978,786 | $56,675 | $14,169iApproximate average salary by contribution assumption: employee only about $354,219 at 4% or $236,146 at 6%; with 50% employer match about $236,146 at 4% or $157,431 at 6%; with 100% employer match about $177,109 at 4% or $118,073 at 6%. |
| MITCHELL A. JOSEPHS, D. D. S. , P. A. CASH BALANCED PLAN | - | 3 | $303,148 | $207,000 | $69,000iApproximate average salary by contribution assumption: employee only about $1,725,000 at 4% or $1,150,000 at 6%; with 50% employer match about $1,150,000 at 4% or $766,667 at 6%; with 100% employer match about $862,500 at 4% or $575,000 at 6%. |
| 2018 | 2 | 5 | $894,011 | $162,721 | $32,544iApproximate average salary by contribution assumption: employee only about $813,605 at 4% or $542,403 at 6%; with 50% employer match about $542,403 at 4% or $361,602 at 6%; with 100% employer match about $406,803 at 4% or $271,202 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 5 | $817,024 | $83,461 | $16,692iApproximate average salary by contribution assumption: employee only about $417,305 at 4% or $278,203 at 6%; with 50% employer match about $278,203 at 4% or $185,469 at 6%; with 100% employer match about $208,653 at 4% or $139,102 at 6%. |
| MITCHELL A. JOSEPHS, D. D. S. , P. A. CASH BALANCED PLAN | - | 4 | $76,987 | $79,260 | $19,815iApproximate average salary by contribution assumption: employee only about $495,375 at 4% or $330,250 at 6%; with 50% employer match about $330,250 at 4% or $220,167 at 6%; with 100% employer match about $247,688 at 4% or $165,125 at 6%. |
| 2017 | 1 | 3 | $837,472 | $83,080 | $27,693iApproximate average salary by contribution assumption: employee only about $692,333 at 4% or $461,556 at 6%; with 50% employer match about $461,556 at 4% or $307,704 at 6%; with 100% employer match about $346,167 at 4% or $230,778 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 3 | $837,472 | $83,080 | $27,693iApproximate average salary by contribution assumption: employee only about $692,333 at 4% or $461,556 at 6%; with 50% employer match about $461,556 at 4% or $307,704 at 6%; with 100% employer match about $346,167 at 4% or $230,778 at 6%. |
| 2016 | 1 | 3 | $653,604 | $66,080 | $22,027iApproximate average salary by contribution assumption: employee only about $550,667 at 4% or $367,111 at 6%; with 50% employer match about $367,111 at 4% or $244,741 at 6%; with 100% employer match about $275,333 at 4% or $183,556 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 3 | $653,604 | $66,080 | $22,027iApproximate average salary by contribution assumption: employee only about $550,667 at 4% or $367,111 at 6%; with 50% employer match about $367,111 at 4% or $244,741 at 6%; with 100% employer match about $275,333 at 4% or $183,556 at 6%. |
| 2015 | 1 | 4 | $598,838 | $37,826 | $9,457iApproximate average salary by contribution assumption: employee only about $236,413 at 4% or $157,608 at 6%; with 50% employer match about $157,608 at 4% or $105,072 at 6%; with 100% employer match about $118,206 at 4% or $78,804 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $598,838 | $37,826 | $9,457iApproximate average salary by contribution assumption: employee only about $236,413 at 4% or $157,608 at 6%; with 50% employer match about $157,608 at 4% or $105,072 at 6%; with 100% employer match about $118,206 at 4% or $78,804 at 6%. |
| 2014 | 1 | 4 | $601,091 | $32,294 | $8,074iApproximate average salary by contribution assumption: employee only about $201,838 at 4% or $134,558 at 6%; with 50% employer match about $134,558 at 4% or $89,706 at 6%; with 100% employer match about $100,919 at 4% or $67,279 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $601,091 | $32,294 | $8,074iApproximate average salary by contribution assumption: employee only about $201,838 at 4% or $134,558 at 6%; with 50% employer match about $134,558 at 4% or $89,706 at 6%; with 100% employer match about $100,919 at 4% or $67,279 at 6%. |
| 2013 | 1 | 4 | $558,491 | $32,391 | $8,098iApproximate average salary by contribution assumption: employee only about $202,444 at 4% or $134,963 at 6%; with 50% employer match about $134,963 at 4% or $89,975 at 6%; with 100% employer match about $101,222 at 4% or $67,481 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $558,491 | $32,391 | $8,098iApproximate average salary by contribution assumption: employee only about $202,444 at 4% or $134,963 at 6%; with 50% employer match about $134,963 at 4% or $89,975 at 6%; with 100% employer match about $101,222 at 4% or $67,481 at 6%. |
| 2012 | 1 | 4 | $469,412 | $26,967 | $6,742iApproximate average salary by contribution assumption: employee only about $168,544 at 4% or $112,363 at 6%; with 50% employer match about $112,363 at 4% or $74,908 at 6%; with 100% employer match about $84,272 at 4% or $56,181 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $469,412 | $26,967 | $6,742iApproximate average salary by contribution assumption: employee only about $168,544 at 4% or $112,363 at 6%; with 50% employer match about $112,363 at 4% or $74,908 at 6%; with 100% employer match about $84,272 at 4% or $56,181 at 6%. |
| 2011 | 1 | 4 | $399,437 | $27,390 | $6,848iApproximate average salary by contribution assumption: employee only about $171,188 at 4% or $114,125 at 6%; with 50% employer match about $114,125 at 4% or $76,083 at 6%; with 100% employer match about $85,594 at 4% or $57,063 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $399,437 | $27,390 | $6,848iApproximate average salary by contribution assumption: employee only about $171,188 at 4% or $114,125 at 6%; with 50% employer match about $114,125 at 4% or $76,083 at 6%; with 100% employer match about $85,594 at 4% or $57,063 at 6%. |
| 2010 | 1 | 4 | $410,671 | $27,315 | $6,829iApproximate average salary by contribution assumption: employee only about $170,719 at 4% or $113,813 at 6%; with 50% employer match about $113,813 at 4% or $75,875 at 6%; with 100% employer match about $85,359 at 4% or $56,906 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $410,671 | $27,315 | $6,829iApproximate average salary by contribution assumption: employee only about $170,719 at 4% or $113,813 at 6%; with 50% employer match about $113,813 at 4% or $75,875 at 6%; with 100% employer match about $85,359 at 4% or $56,906 at 6%. |
| 2009 | 1 | 4 | $347,061 | $27,120 | $6,780iApproximate average salary by contribution assumption: employee only about $169,500 at 4% or $113,000 at 6%; with 50% employer match about $113,000 at 4% or $75,333 at 6%; with 100% employer match about $84,750 at 4% or $56,500 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $347,061 | $27,120 | $6,780iApproximate average salary by contribution assumption: employee only about $169,500 at 4% or $113,000 at 6%; with 50% employer match about $113,000 at 4% or $75,333 at 6%; with 100% employer match about $84,750 at 4% or $56,500 at 6%. |
| 2008 | 1 | 4 | $251,323 | $25,380 | $6,345iApproximate average salary by contribution assumption: employee only about $158,625 at 4% or $105,750 at 6%; with 50% employer match about $105,750 at 4% or $70,500 at 6%; with 100% employer match about $79,313 at 4% or $52,875 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $251,323 | $25,380 | $6,345iApproximate average salary by contribution assumption: employee only about $158,625 at 4% or $105,750 at 6%; with 50% employer match about $105,750 at 4% or $70,500 at 6%; with 100% employer match about $79,313 at 4% or $52,875 at 6%. |
| 2007 | 1 | 4 | $352,476 | $27,300 | $6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 4 | $352,476 | $27,300 | $6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%. |
| 2006 | 1 | 3 | $352,343 | $26,100 | $8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 3 | $352,343 | $26,100 | $8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%. |
| 2005 | 1 | 3 | $286,187 | $29,355 | $9,785iApproximate average salary by contribution assumption: employee only about $244,625 at 4% or $163,083 at 6%; with 50% employer match about $163,083 at 4% or $108,722 at 6%; with 100% employer match about $122,313 at 4% or $81,542 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 3 | $286,187 | $29,355 | $9,785iApproximate average salary by contribution assumption: employee only about $244,625 at 4% or $163,083 at 6%; with 50% employer match about $163,083 at 4% or $108,722 at 6%; with 100% employer match about $122,313 at 4% or $81,542 at 6%. |
| 2004 | 1 | 3 | $242,914 | $25,040 | $8,347iApproximate average salary by contribution assumption: employee only about $208,667 at 4% or $139,111 at 6%; with 50% employer match about $139,111 at 4% or $92,741 at 6%; with 100% employer match about $104,333 at 4% or $69,556 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 3 | $242,914 | $25,040 | $8,347iApproximate average salary by contribution assumption: employee only about $208,667 at 4% or $139,111 at 6%; with 50% employer match about $139,111 at 4% or $92,741 at 6%; with 100% employer match about $104,333 at 4% or $69,556 at 6%. |
| 2003 | 1 | 3 | $203,266 | $26,997 | $8,999iApproximate average salary by contribution assumption: employee only about $224,975 at 4% or $149,983 at 6%; with 50% employer match about $149,983 at 4% or $99,989 at 6%; with 100% employer match about $112,488 at 4% or $74,992 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 3 | $203,266 | $26,997 | $8,999iApproximate average salary by contribution assumption: employee only about $224,975 at 4% or $149,983 at 6%; with 50% employer match about $149,983 at 4% or $99,989 at 6%; with 100% employer match about $112,488 at 4% or $74,992 at 6%. |
| 2002 | 1 | 3 | $123,419 | $33,009 | $11,003iApproximate average salary by contribution assumption: employee only about $275,075 at 4% or $183,383 at 6%; with 50% employer match about $183,383 at 4% or $122,256 at 6%; with 100% employer match about $137,538 at 4% or $91,692 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 3 | $123,419 | $33,009 | $11,003iApproximate average salary by contribution assumption: employee only about $275,075 at 4% or $183,383 at 6%; with 50% employer match about $183,383 at 4% or $122,256 at 6%; with 100% employer match about $137,538 at 4% or $91,692 at 6%. |
| 2001 | 1 | 2 | $123,605 | $26,537 | $13,269iApproximate average salary by contribution assumption: employee only about $331,713 at 4% or $221,142 at 6%; with 50% employer match about $221,142 at 4% or $147,428 at 6%; with 100% employer match about $165,856 at 4% or $110,571 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 2 | $123,605 | $26,537 | $13,269iApproximate average salary by contribution assumption: employee only about $331,713 at 4% or $221,142 at 6%; with 50% employer match about $221,142 at 4% or $147,428 at 6%; with 100% employer match about $165,856 at 4% or $110,571 at 6%. |
| 2000 | 1 | 2 | $121,224 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 2 | $121,224 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 1999 | 1 | 2 | $152,415 | $27,158 | $13,579iApproximate average salary by contribution assumption: employee only about $339,475 at 4% or $226,317 at 6%; with 50% employer match about $226,317 at 4% or $150,878 at 6%; with 100% employer match about $169,738 at 4% or $113,158 at 6%. |
| Mitchell a. Josephs, D.D.S., P.A. 401K Plan | - | 2 | $152,415 | $27,158 | $13,579iApproximate average salary by contribution assumption: employee only about $339,475 at 4% or $226,317 at 6%; with 50% employer match about $226,317 at 4% or $150,878 at 6%; with 100% employer match about $169,738 at 4% or $113,158 at 6%. |