Civic Intelligence

George Sanchez, D.D.S.

Plan context: George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust

EIN 65-0549473 • Punta Gorda, FL • 30 filings • 9 plans

351-a West Marion AvenuePunta Gorda, FL 33950-4436
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$2,769,195

2023 Contributions

$146,312

Historical Graphs

Total Assets Over Time

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

$3,079,630$1,539,815$0199920122022YearValue
$2,769,195Latest year 2022

Participants Over Time

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

740199920112022YearValue
6Latest year 2022

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
202310$0$146,312-
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust---$146,312-
202216$2,769,195$110,773$18,462iApproximate average salary by contribution assumption: employee only about $461,554 at 4% or $307,703 at 6%; with 50% employer match about $307,703 at 4% or $205,135 at 6%; with 100% employer match about $230,777 at 4% or $153,851 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$2,769,195$110,773$18,462iApproximate average salary by contribution assumption: employee only about $461,554 at 4% or $307,703 at 6%; with 50% employer match about $307,703 at 4% or $205,135 at 6%; with 100% employer match about $230,777 at 4% or $153,851 at 6%.
202116$3,079,630$90,937$15,156iApproximate average salary by contribution assumption: employee only about $378,904 at 4% or $252,603 at 6%; with 50% employer match about $252,603 at 4% or $168,402 at 6%; with 100% employer match about $189,452 at 4% or $126,301 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$3,079,630$90,937$15,156iApproximate average salary by contribution assumption: employee only about $378,904 at 4% or $252,603 at 6%; with 50% employer match about $252,603 at 4% or $168,402 at 6%; with 100% employer match about $189,452 at 4% or $126,301 at 6%.
202016$2,650,112$99,340$16,557iApproximate average salary by contribution assumption: employee only about $413,917 at 4% or $275,944 at 6%; with 50% employer match about $275,944 at 4% or $183,963 at 6%; with 100% employer match about $206,958 at 4% or $137,972 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$2,650,112$99,340$16,557iApproximate average salary by contribution assumption: employee only about $413,917 at 4% or $275,944 at 6%; with 50% employer match about $275,944 at 4% or $183,963 at 6%; with 100% employer match about $206,958 at 4% or $137,972 at 6%.
201916$2,319,559$126,473$21,079iApproximate average salary by contribution assumption: employee only about $526,971 at 4% or $351,314 at 6%; with 50% employer match about $351,314 at 4% or $234,209 at 6%; with 100% employer match about $263,485 at 4% or $175,657 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$2,319,559$126,473$21,079iApproximate average salary by contribution assumption: employee only about $526,971 at 4% or $351,314 at 6%; with 50% employer match about $351,314 at 4% or $234,209 at 6%; with 100% employer match about $263,485 at 4% or $175,657 at 6%.
201816$1,816,162$90,271$15,045iApproximate average salary by contribution assumption: employee only about $376,129 at 4% or $250,753 at 6%; with 50% employer match about $250,753 at 4% or $167,169 at 6%; with 100% employer match about $188,065 at 4% or $125,376 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$1,816,162$90,271$15,045iApproximate average salary by contribution assumption: employee only about $376,129 at 4% or $250,753 at 6%; with 50% employer match about $250,753 at 4% or $167,169 at 6%; with 100% employer match about $188,065 at 4% or $125,376 at 6%.
201717$1,992,892$131,309$18,758iApproximate average salary by contribution assumption: employee only about $468,961 at 4% or $312,640 at 6%; with 50% employer match about $312,640 at 4% or $208,427 at 6%; with 100% employer match about $234,480 at 4% or $156,320 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-7$1,992,892$131,309$18,758iApproximate average salary by contribution assumption: employee only about $468,961 at 4% or $312,640 at 6%; with 50% employer match about $312,640 at 4% or $208,427 at 6%; with 100% employer match about $234,480 at 4% or $156,320 at 6%.
201616$1,632,918$53,965$8,994iApproximate average salary by contribution assumption: employee only about $224,854 at 4% or $149,903 at 6%; with 50% employer match about $149,903 at 4% or $99,935 at 6%; with 100% employer match about $112,427 at 4% or $74,951 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$1,632,918$53,965$8,994iApproximate average salary by contribution assumption: employee only about $224,854 at 4% or $149,903 at 6%; with 50% employer match about $149,903 at 4% or $99,935 at 6%; with 100% employer match about $112,427 at 4% or $74,951 at 6%.
201517$1,442,460$36,540$5,220iApproximate average salary by contribution assumption: employee only about $130,500 at 4% or $87,000 at 6%; with 50% employer match about $87,000 at 4% or $58,000 at 6%; with 100% employer match about $65,250 at 4% or $43,500 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-7$1,442,460$36,540$5,220iApproximate average salary by contribution assumption: employee only about $130,500 at 4% or $87,000 at 6%; with 50% employer match about $87,000 at 4% or $58,000 at 6%; with 100% employer match about $65,250 at 4% or $43,500 at 6%.
201416$1,488,716$85,628$14,271iApproximate average salary by contribution assumption: employee only about $356,783 at 4% or $237,856 at 6%; with 50% employer match about $237,856 at 4% or $158,570 at 6%; with 100% employer match about $178,392 at 4% or $118,928 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$1,488,716$85,628$14,271iApproximate average salary by contribution assumption: employee only about $356,783 at 4% or $237,856 at 6%; with 50% employer match about $237,856 at 4% or $158,570 at 6%; with 100% employer match about $178,392 at 4% or $118,928 at 6%.
201316$1,344,030$82,821$13,804iApproximate average salary by contribution assumption: employee only about $345,088 at 4% or $230,058 at 6%; with 50% employer match about $230,058 at 4% or $153,372 at 6%; with 100% employer match about $172,544 at 4% or $115,029 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$1,344,030$82,821$13,804iApproximate average salary by contribution assumption: employee only about $345,088 at 4% or $230,058 at 6%; with 50% employer match about $230,058 at 4% or $153,372 at 6%; with 100% employer match about $172,544 at 4% or $115,029 at 6%.
201217$1,190,962$93,839$13,406iApproximate average salary by contribution assumption: employee only about $335,139 at 4% or $223,426 at 6%; with 50% employer match about $223,426 at 4% or $148,951 at 6%; with 100% employer match about $167,570 at 4% or $111,713 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-7$1,190,962$93,839$13,406iApproximate average salary by contribution assumption: employee only about $335,139 at 4% or $223,426 at 6%; with 50% employer match about $223,426 at 4% or $148,951 at 6%; with 100% employer match about $167,570 at 4% or $111,713 at 6%.
201117$992,039$85,151$12,164iApproximate average salary by contribution assumption: employee only about $304,111 at 4% or $202,740 at 6%; with 50% employer match about $202,740 at 4% or $135,160 at 6%; with 100% employer match about $152,055 at 4% or $101,370 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-7$992,039$85,151$12,164iApproximate average salary by contribution assumption: employee only about $304,111 at 4% or $202,740 at 6%; with 50% employer match about $202,740 at 4% or $135,160 at 6%; with 100% employer match about $152,055 at 4% or $101,370 at 6%.
201017$931,147$80,095$11,442iApproximate average salary by contribution assumption: employee only about $286,054 at 4% or $190,702 at 6%; with 50% employer match about $190,702 at 4% or $127,135 at 6%; with 100% employer match about $143,027 at 4% or $95,351 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-7$931,147$80,095$11,442iApproximate average salary by contribution assumption: employee only about $286,054 at 4% or $190,702 at 6%; with 50% employer match about $190,702 at 4% or $127,135 at 6%; with 100% employer match about $143,027 at 4% or $95,351 at 6%.
200916$758,580$84,569$14,095iApproximate average salary by contribution assumption: employee only about $352,371 at 4% or $234,914 at 6%; with 50% employer match about $234,914 at 4% or $156,609 at 6%; with 100% employer match about $176,185 at 4% or $117,457 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$758,580$84,569$14,095iApproximate average salary by contribution assumption: employee only about $352,371 at 4% or $234,914 at 6%; with 50% employer match about $234,914 at 4% or $156,609 at 6%; with 100% employer match about $176,185 at 4% or $117,457 at 6%.
200817$0$0-
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-7---
200716$712,961$80,982$13,497iApproximate average salary by contribution assumption: employee only about $337,425 at 4% or $224,950 at 6%; with 50% employer match about $224,950 at 4% or $149,967 at 6%; with 100% employer match about $168,713 at 4% or $112,475 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-6$712,961$80,982$13,497iApproximate average salary by contribution assumption: employee only about $337,425 at 4% or $224,950 at 6%; with 50% employer match about $224,950 at 4% or $149,967 at 6%; with 100% employer match about $168,713 at 4% or $112,475 at 6%.
200617$611,844$82,617$11,802iApproximate average salary by contribution assumption: employee only about $295,061 at 4% or $196,707 at 6%; with 50% employer match about $196,707 at 4% or $131,138 at 6%; with 100% employer match about $147,530 at 4% or $98,354 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-7$611,844$82,617$11,802iApproximate average salary by contribution assumption: employee only about $295,061 at 4% or $196,707 at 6%; with 50% employer match about $196,707 at 4% or $131,138 at 6%; with 100% employer match about $147,530 at 4% or $98,354 at 6%.
200517$476,970$76,114$10,873iApproximate average salary by contribution assumption: employee only about $271,836 at 4% or $181,224 at 6%; with 50% employer match about $181,224 at 4% or $120,816 at 6%; with 100% employer match about $135,918 at 4% or $90,612 at 6%.
George a. Sanchez, D.M.D. 401K Profit Sharing Plan and Trust-7$476,970$76,114$10,873iApproximate average salary by contribution assumption: employee only about $271,836 at 4% or $181,224 at 6%; with 50% employer match about $181,224 at 4% or $120,816 at 6%; with 100% employer match about $135,918 at 4% or $90,612 at 6%.
200417$382,923$74,699$10,671iApproximate average salary by contribution assumption: employee only about $266,782 at 4% or $177,855 at 6%; with 50% employer match about $177,855 at 4% or $118,570 at 6%; with 100% employer match about $133,391 at 4% or $88,927 at 6%.
George Sanchez Profit Sharing Plan-7$382,923$74,699$10,671iApproximate average salary by contribution assumption: employee only about $266,782 at 4% or $177,855 at 6%; with 50% employer match about $177,855 at 4% or $118,570 at 6%; with 100% employer match about $133,391 at 4% or $88,927 at 6%.
200327$0$0-
George Sanchez Money Purchase Pension Plan-0---
George Sanchez Profit Sharing Plan-7---
200227$189,197$43,072$6,153iApproximate average salary by contribution assumption: employee only about $153,829 at 4% or $102,552 at 6%; with 50% employer match about $102,552 at 4% or $68,368 at 6%; with 100% employer match about $76,914 at 4% or $51,276 at 6%.
George Sanchez Profit Sharing Plan-7$95,948$32,304$4,615iApproximate average salary by contribution assumption: employee only about $115,371 at 4% or $76,914 at 6%; with 50% employer match about $76,914 at 4% or $51,276 at 6%; with 100% employer match about $57,686 at 4% or $38,457 at 6%.
George Sanchez Money Purchase Pension Plan-7$93,249$10,768$1,538iApproximate average salary by contribution assumption: employee only about $38,457 at 4% or $25,638 at 6%; with 50% employer match about $25,638 at 4% or $17,092 at 6%; with 100% employer match about $19,229 at 4% or $12,819 at 6%.
200126$0$0-
George Sanchez Profit Sharing Plan-6---
George Sanchez Money Purchase Pension Plan-6---
200025$151,623$32,418$6,484iApproximate average salary by contribution assumption: employee only about $162,090 at 4% or $108,060 at 6%; with 50% employer match about $108,060 at 4% or $72,040 at 6%; with 100% employer match about $81,045 at 4% or $54,030 at 6%.
George Sanchez Money Purchase Pension Plan-5$88,399$16,209$3,242iApproximate average salary by contribution assumption: employee only about $81,045 at 4% or $54,030 at 6%; with 50% employer match about $54,030 at 4% or $36,020 at 6%; with 100% employer match about $40,523 at 4% or $27,015 at 6%.
George Sanchez Profit Sharing Plan-5$63,224$16,209$3,242iApproximate average salary by contribution assumption: employee only about $81,045 at 4% or $54,030 at 6%; with 50% employer match about $54,030 at 4% or $36,020 at 6%; with 100% employer match about $40,523 at 4% or $27,015 at 6%.
199924$129,175$23,100$5,775iApproximate average salary by contribution assumption: employee only about $144,375 at 4% or $96,250 at 6%; with 50% employer match about $96,250 at 4% or $64,167 at 6%; with 100% employer match about $72,188 at 4% or $48,125 at 6%.
George Sanchez Money Purchase Pension Plan-4$75,294$11,550$2,888iApproximate average salary by contribution assumption: employee only about $72,188 at 4% or $48,125 at 6%; with 50% employer match about $48,125 at 4% or $32,083 at 6%; with 100% employer match about $36,094 at 4% or $24,063 at 6%.
George Sanchez Profit Sharing Plan-4$53,881$11,550$2,888iApproximate average salary by contribution assumption: employee only about $72,188 at 4% or $48,125 at 6%; with 50% employer match about $48,125 at 4% or $32,083 at 6%; with 100% employer match about $36,094 at 4% or $24,063 at 6%.