Civic Intelligence

Daniel a. Bornstein, D.M.D. Inc.

Plan context: Daniel a. Bornstein, D.M.D. Inc. 401K Plan

EIN 68-0061065 • Santa Rosa, CA • 30 filings • 3 plans

1515 Montgomery DriveSanta Rosa, CA 95405
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$5,378,605

2023 Contributions

$70,686

Historical Graphs

Total Assets Over Time

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

$6,613,236$3,306,618$0199920122022YearValue
$5,378,605Latest year 2022

Participants Over Time

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

950199920112022YearValue
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$70,686-
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-0-$70,686-
202216$5,378,605$84,303$14,051iApproximate average salary by contribution assumption: employee only about $351,263 at 4% or $234,175 at 6%; with 50% employer match about $234,175 at 4% or $156,117 at 6%; with 100% employer match about $175,631 at 4% or $117,088 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-6$5,378,605$84,303$14,051iApproximate average salary by contribution assumption: employee only about $351,263 at 4% or $234,175 at 6%; with 50% employer match about $234,175 at 4% or $156,117 at 6%; with 100% employer match about $175,631 at 4% or $117,088 at 6%.
202117$6,613,236$90,253$12,893iApproximate average salary by contribution assumption: employee only about $322,332 at 4% or $214,888 at 6%; with 50% employer match about $214,888 at 4% or $143,259 at 6%; with 100% employer match about $161,166 at 4% or $107,444 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-7$6,613,236$90,253$12,893iApproximate average salary by contribution assumption: employee only about $322,332 at 4% or $214,888 at 6%; with 50% employer match about $214,888 at 4% or $143,259 at 6%; with 100% employer match about $161,166 at 4% or $107,444 at 6%.
202018$5,910,719$96,934$12,117iApproximate average salary by contribution assumption: employee only about $302,919 at 4% or $201,946 at 6%; with 50% employer match about $201,946 at 4% or $134,631 at 6%; with 100% employer match about $151,459 at 4% or $100,973 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$5,910,719$96,934$12,117iApproximate average salary by contribution assumption: employee only about $302,919 at 4% or $201,946 at 6%; with 50% employer match about $201,946 at 4% or $134,631 at 6%; with 100% employer match about $151,459 at 4% or $100,973 at 6%.
201918$5,077,715$134,271$16,784iApproximate average salary by contribution assumption: employee only about $419,597 at 4% or $279,731 at 6%; with 50% employer match about $279,731 at 4% or $186,488 at 6%; with 100% employer match about $209,798 at 4% or $139,866 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$5,077,715$134,271$16,784iApproximate average salary by contribution assumption: employee only about $419,597 at 4% or $279,731 at 6%; with 50% employer match about $279,731 at 4% or $186,488 at 6%; with 100% employer match about $209,798 at 4% or $139,866 at 6%.
201818$3,981,672$132,465$16,558iApproximate average salary by contribution assumption: employee only about $413,953 at 4% or $275,969 at 6%; with 50% employer match about $275,969 at 4% or $183,979 at 6%; with 100% employer match about $206,977 at 4% or $137,984 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$3,981,672$132,465$16,558iApproximate average salary by contribution assumption: employee only about $413,953 at 4% or $275,969 at 6%; with 50% employer match about $275,969 at 4% or $183,979 at 6%; with 100% employer match about $206,977 at 4% or $137,984 at 6%.
201718$3,971,398$131,433$16,429iApproximate average salary by contribution assumption: employee only about $410,728 at 4% or $273,819 at 6%; with 50% employer match about $273,819 at 4% or $182,546 at 6%; with 100% employer match about $205,364 at 4% or $136,909 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$3,971,398$131,433$16,429iApproximate average salary by contribution assumption: employee only about $410,728 at 4% or $273,819 at 6%; with 50% employer match about $273,819 at 4% or $182,546 at 6%; with 100% employer match about $205,364 at 4% or $136,909 at 6%.
201618$3,300,706$128,331$16,041iApproximate average salary by contribution assumption: employee only about $401,034 at 4% or $267,356 at 6%; with 50% employer match about $267,356 at 4% or $178,238 at 6%; with 100% employer match about $200,517 at 4% or $133,678 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$3,300,706$128,331$16,041iApproximate average salary by contribution assumption: employee only about $401,034 at 4% or $267,356 at 6%; with 50% employer match about $267,356 at 4% or $178,238 at 6%; with 100% employer match about $200,517 at 4% or $133,678 at 6%.
201518$2,975,421$104,343$13,043iApproximate average salary by contribution assumption: employee only about $326,072 at 4% or $217,381 at 6%; with 50% employer match about $217,381 at 4% or $144,921 at 6%; with 100% employer match about $163,036 at 4% or $108,691 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$2,975,421$104,343$13,043iApproximate average salary by contribution assumption: employee only about $326,072 at 4% or $217,381 at 6%; with 50% employer match about $217,381 at 4% or $144,921 at 6%; with 100% employer match about $163,036 at 4% or $108,691 at 6%.
201418$2,781,438$113,854$14,232iApproximate average salary by contribution assumption: employee only about $355,794 at 4% or $237,196 at 6%; with 50% employer match about $237,196 at 4% or $158,131 at 6%; with 100% employer match about $177,897 at 4% or $118,598 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$2,781,438$113,854$14,232iApproximate average salary by contribution assumption: employee only about $355,794 at 4% or $237,196 at 6%; with 50% employer match about $237,196 at 4% or $158,131 at 6%; with 100% employer match about $177,897 at 4% or $118,598 at 6%.
201318$2,469,793$90,726$11,341iApproximate average salary by contribution assumption: employee only about $283,519 at 4% or $189,013 at 6%; with 50% employer match about $189,013 at 4% or $126,008 at 6%; with 100% employer match about $141,759 at 4% or $94,506 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$2,469,793$90,726$11,341iApproximate average salary by contribution assumption: employee only about $283,519 at 4% or $189,013 at 6%; with 50% employer match about $189,013 at 4% or $126,008 at 6%; with 100% employer match about $141,759 at 4% or $94,506 at 6%.
201217$2,014,699$86,764$12,395iApproximate average salary by contribution assumption: employee only about $309,871 at 4% or $206,581 at 6%; with 50% employer match about $206,581 at 4% or $137,721 at 6%; with 100% employer match about $154,936 at 4% or $103,290 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-7$2,014,699$86,764$12,395iApproximate average salary by contribution assumption: employee only about $309,871 at 4% or $206,581 at 6%; with 50% employer match about $206,581 at 4% or $137,721 at 6%; with 100% employer match about $154,936 at 4% or $103,290 at 6%.
201117$1,761,883$86,416$12,345iApproximate average salary by contribution assumption: employee only about $308,629 at 4% or $205,752 at 6%; with 50% employer match about $205,752 at 4% or $137,168 at 6%; with 100% employer match about $154,314 at 4% or $102,876 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-7$1,761,883$86,416$12,345iApproximate average salary by contribution assumption: employee only about $308,629 at 4% or $205,752 at 6%; with 50% employer match about $205,752 at 4% or $137,168 at 6%; with 100% employer match about $154,314 at 4% or $102,876 at 6%.
201018$1,716,737$119,093$14,887iApproximate average salary by contribution assumption: employee only about $372,166 at 4% or $248,110 at 6%; with 50% employer match about $248,110 at 4% or $165,407 at 6%; with 100% employer match about $186,083 at 4% or $124,055 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$1,716,737$119,093$14,887iApproximate average salary by contribution assumption: employee only about $372,166 at 4% or $248,110 at 6%; with 50% employer match about $248,110 at 4% or $165,407 at 6%; with 100% employer match about $186,083 at 4% or $124,055 at 6%.
200916$1,480,398$73,682$12,280iApproximate average salary by contribution assumption: employee only about $307,008 at 4% or $204,672 at 6%; with 50% employer match about $204,672 at 4% or $136,448 at 6%; with 100% employer match about $153,504 at 4% or $102,336 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-6$1,480,398$73,682$12,280iApproximate average salary by contribution assumption: employee only about $307,008 at 4% or $204,672 at 6%; with 50% employer match about $204,672 at 4% or $136,448 at 6%; with 100% employer match about $153,504 at 4% or $102,336 at 6%.
200815$0$0-
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-5---
200717$0$0-
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-7---
200616$1,477,015$89,261$14,877iApproximate average salary by contribution assumption: employee only about $371,921 at 4% or $247,947 at 6%; with 50% employer match about $247,947 at 4% or $165,298 at 6%; with 100% employer match about $185,960 at 4% or $123,974 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-6$1,477,015$89,261$14,877iApproximate average salary by contribution assumption: employee only about $371,921 at 4% or $247,947 at 6%; with 50% employer match about $247,947 at 4% or $165,298 at 6%; with 100% employer match about $185,960 at 4% or $123,974 at 6%.
200515$1,251,248$69,870$13,974iApproximate average salary by contribution assumption: employee only about $349,350 at 4% or $232,900 at 6%; with 50% employer match about $232,900 at 4% or $155,267 at 6%; with 100% employer match about $174,675 at 4% or $116,450 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-5$1,251,248$69,870$13,974iApproximate average salary by contribution assumption: employee only about $349,350 at 4% or $232,900 at 6%; with 50% employer match about $232,900 at 4% or $155,267 at 6%; with 100% employer match about $174,675 at 4% or $116,450 at 6%.
200414$1,180,239$48,215$12,054iApproximate average salary by contribution assumption: employee only about $301,344 at 4% or $200,896 at 6%; with 50% employer match about $200,896 at 4% or $133,931 at 6%; with 100% employer match about $150,672 at 4% or $100,448 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-4$1,180,239$48,215$12,054iApproximate average salary by contribution assumption: employee only about $301,344 at 4% or $200,896 at 6%; with 50% employer match about $200,896 at 4% or $133,931 at 6%; with 100% employer match about $150,672 at 4% or $100,448 at 6%.
200327$1,210,382$91,171$13,024iApproximate average salary by contribution assumption: employee only about $325,611 at 4% or $217,074 at 6%; with 50% employer match about $217,074 at 4% or $144,716 at 6%; with 100% employer match about $162,805 at 4% or $108,537 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-7$1,210,382$91,171$13,024iApproximate average salary by contribution assumption: employee only about $325,611 at 4% or $217,074 at 6%; with 50% employer match about $217,074 at 4% or $144,716 at 6%; with 100% employer match about $162,805 at 4% or $108,537 at 6%.
Daniel a. Bornstein, D.M.D. Inc. Money Purchase Pension Plan-0---
200227$921,191$61,969$8,853iApproximate average salary by contribution assumption: employee only about $221,318 at 4% or $147,545 at 6%; with 50% employer match about $147,545 at 4% or $98,363 at 6%; with 100% employer match about $110,659 at 4% or $73,773 at 6%.
Daniel a. Bornstein, D.M.D. Inc. Money Purchase Pension Plan-7$474,662$24,332$3,476iApproximate average salary by contribution assumption: employee only about $86,900 at 4% or $57,933 at 6%; with 50% employer match about $57,933 at 4% or $38,622 at 6%; with 100% employer match about $43,450 at 4% or $28,967 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-7$446,529$37,637$5,377iApproximate average salary by contribution assumption: employee only about $134,418 at 4% or $89,612 at 6%; with 50% employer match about $89,612 at 4% or $59,741 at 6%; with 100% employer match about $67,209 at 4% or $44,806 at 6%.
200125$0$0-
Daniel a. Bornstein, D.M.D. Inc. Money Purchase Pension Plan-5---
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-5---
200028$1,272,291$67,215$8,402iApproximate average salary by contribution assumption: employee only about $210,047 at 4% or $140,031 at 6%; with 50% employer match about $140,031 at 4% or $93,354 at 6%; with 100% employer match about $105,023 at 4% or $70,016 at 6%.
Daniel a. Bornstein, D.M.D. Inc. Money Purchase Pension Plan-7$679,989$22,973$3,282iApproximate average salary by contribution assumption: employee only about $82,046 at 4% or $54,698 at 6%; with 50% employer match about $54,698 at 4% or $36,465 at 6%; with 100% employer match about $41,023 at 4% or $27,349 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-8$592,302$44,242$5,530iApproximate average salary by contribution assumption: employee only about $138,256 at 4% or $92,171 at 6%; with 50% employer match about $92,171 at 4% or $61,447 at 6%; with 100% employer match about $69,128 at 4% or $46,085 at 6%.
199929$1,532,651$57,766$6,418iApproximate average salary by contribution assumption: employee only about $160,461 at 4% or $106,974 at 6%; with 50% employer match about $106,974 at 4% or $71,316 at 6%; with 100% employer match about $80,231 at 4% or $53,487 at 6%.
Daniel a. Bornstein, D.M.D. Inc. Money Purchase Pension Plan-8$830,810$19,895$2,487iApproximate average salary by contribution assumption: employee only about $62,172 at 4% or $41,448 at 6%; with 50% employer match about $41,448 at 4% or $27,632 at 6%; with 100% employer match about $31,086 at 4% or $20,724 at 6%.
Daniel a. Bornstein, D.M.D. Inc. 401K Plan-9$701,841$37,871$4,208iApproximate average salary by contribution assumption: employee only about $105,197 at 4% or $70,131 at 6%; with 50% employer match about $70,131 at 4% or $46,754 at 6%; with 100% employer match about $52,599 at 4% or $35,066 at 6%.