Civic Intelligence

Roger J. Ota, D.D.S.

Plan context: Roger J. Ota, D.D.S. Money Purchase Keogh Plan

EIN 68-0110218 • Berkeley, CA • 28 filings • 6 plans

2020 Hearst AvenueBerkeley, CA 94709
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,179,374

2025 Contributions

$60,000

Historical Graphs

Total Assets Over Time

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

$3,475,869$1,737,935$0199920132025YearValue
$1,179,374Latest year 2025

Participants Over Time

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

530199920122025YearValue
4Latest year 2025

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
202514$1,179,374$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$1,179,374$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202414$1,232,342$87,512$21,878iApproximate average salary by contribution assumption: employee only about $546,950 at 4% or $364,633 at 6%; with 50% employer match about $364,633 at 4% or $243,089 at 6%; with 100% employer match about $273,475 at 4% or $182,317 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$1,232,342$87,512$21,878iApproximate average salary by contribution assumption: employee only about $546,950 at 4% or $364,633 at 6%; with 50% employer match about $364,633 at 4% or $243,089 at 6%; with 100% employer match about $273,475 at 4% or $182,317 at 6%.
202314$603,514$83,259$20,815iApproximate average salary by contribution assumption: employee only about $520,369 at 4% or $346,913 at 6%; with 50% employer match about $346,913 at 4% or $231,275 at 6%; with 100% employer match about $260,184 at 4% or $173,456 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$603,514$83,259$20,815iApproximate average salary by contribution assumption: employee only about $520,369 at 4% or $346,913 at 6%; with 50% employer match about $346,913 at 4% or $231,275 at 6%; with 100% employer match about $260,184 at 4% or $173,456 at 6%.
202212$266,085$72,629$36,315iApproximate average salary by contribution assumption: employee only about $907,863 at 4% or $605,242 at 6%; with 50% employer match about $605,242 at 4% or $403,494 at 6%; with 100% employer match about $453,931 at 4% or $302,621 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-2$266,085$72,629$36,315iApproximate average salary by contribution assumption: employee only about $907,863 at 4% or $605,242 at 6%; with 50% employer match about $605,242 at 4% or $403,494 at 6%; with 100% employer match about $453,931 at 4% or $302,621 at 6%.
202113$499,009$69,798$23,266iApproximate average salary by contribution assumption: employee only about $581,650 at 4% or $387,767 at 6%; with 50% employer match about $387,767 at 4% or $258,511 at 6%; with 100% employer match about $290,825 at 4% or $193,883 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-3$499,009$69,798$23,266iApproximate average salary by contribution assumption: employee only about $581,650 at 4% or $387,767 at 6%; with 50% employer match about $387,767 at 4% or $258,511 at 6%; with 100% employer match about $290,825 at 4% or $193,883 at 6%.
202014$2,390,491$69,725$17,431iApproximate average salary by contribution assumption: employee only about $435,781 at 4% or $290,521 at 6%; with 50% employer match about $290,521 at 4% or $193,681 at 6%; with 100% employer match about $217,891 at 4% or $145,260 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$2,390,491$69,725$17,431iApproximate average salary by contribution assumption: employee only about $435,781 at 4% or $290,521 at 6%; with 50% employer match about $290,521 at 4% or $193,681 at 6%; with 100% employer match about $217,891 at 4% or $145,260 at 6%.
201914$2,683,612$68,157$17,039iApproximate average salary by contribution assumption: employee only about $425,981 at 4% or $283,988 at 6%; with 50% employer match about $283,988 at 4% or $189,325 at 6%; with 100% employer match about $212,991 at 4% or $141,994 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$2,683,612$68,157$17,039iApproximate average salary by contribution assumption: employee only about $425,981 at 4% or $283,988 at 6%; with 50% employer match about $283,988 at 4% or $189,325 at 6%; with 100% employer match about $212,991 at 4% or $141,994 at 6%.
201814$1,629,354$69,327$17,332iApproximate average salary by contribution assumption: employee only about $433,294 at 4% or $288,863 at 6%; with 50% employer match about $288,863 at 4% or $192,575 at 6%; with 100% employer match about $216,647 at 4% or $144,431 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$1,629,354$69,327$17,332iApproximate average salary by contribution assumption: employee only about $433,294 at 4% or $288,863 at 6%; with 50% employer match about $288,863 at 4% or $192,575 at 6%; with 100% employer match about $216,647 at 4% or $144,431 at 6%.
201713$2,262,670$65,638$21,879iApproximate average salary by contribution assumption: employee only about $546,983 at 4% or $364,656 at 6%; with 50% employer match about $364,656 at 4% or $243,104 at 6%; with 100% employer match about $273,492 at 4% or $182,328 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-3$2,262,670$65,638$21,879iApproximate average salary by contribution assumption: employee only about $546,983 at 4% or $364,656 at 6%; with 50% employer match about $364,656 at 4% or $243,104 at 6%; with 100% employer match about $273,492 at 4% or $182,328 at 6%.
201615$3,475,869$68,242$13,648iApproximate average salary by contribution assumption: employee only about $341,210 at 4% or $227,473 at 6%; with 50% employer match about $227,473 at 4% or $151,649 at 6%; with 100% employer match about $170,605 at 4% or $113,737 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-5$3,475,869$68,242$13,648iApproximate average salary by contribution assumption: employee only about $341,210 at 4% or $227,473 at 6%; with 50% employer match about $227,473 at 4% or $151,649 at 6%; with 100% employer match about $170,605 at 4% or $113,737 at 6%.
201515$3,410,948$94,177$18,835iApproximate average salary by contribution assumption: employee only about $470,885 at 4% or $313,923 at 6%; with 50% employer match about $313,923 at 4% or $209,282 at 6%; with 100% employer match about $235,443 at 4% or $156,962 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-5$3,410,948$94,177$18,835iApproximate average salary by contribution assumption: employee only about $470,885 at 4% or $313,923 at 6%; with 50% employer match about $313,923 at 4% or $209,282 at 6%; with 100% employer match about $235,443 at 4% or $156,962 at 6%.
201415$3,278,047$91,311$18,262iApproximate average salary by contribution assumption: employee only about $456,555 at 4% or $304,370 at 6%; with 50% employer match about $304,370 at 4% or $202,913 at 6%; with 100% employer match about $228,278 at 4% or $152,185 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-5$3,278,047$91,311$18,262iApproximate average salary by contribution assumption: employee only about $456,555 at 4% or $304,370 at 6%; with 50% employer match about $304,370 at 4% or $202,913 at 6%; with 100% employer match about $228,278 at 4% or $152,185 at 6%.
201315$2,953,528$84,140$16,828iApproximate average salary by contribution assumption: employee only about $420,700 at 4% or $280,467 at 6%; with 50% employer match about $280,467 at 4% or $186,978 at 6%; with 100% employer match about $210,350 at 4% or $140,233 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-5$2,953,528$84,140$16,828iApproximate average salary by contribution assumption: employee only about $420,700 at 4% or $280,467 at 6%; with 50% employer match about $280,467 at 4% or $186,978 at 6%; with 100% employer match about $210,350 at 4% or $140,233 at 6%.
201214$2,251,841$81,461$20,365iApproximate average salary by contribution assumption: employee only about $509,131 at 4% or $339,421 at 6%; with 50% employer match about $339,421 at 4% or $226,281 at 6%; with 100% employer match about $254,566 at 4% or $169,710 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$2,251,841$81,461$20,365iApproximate average salary by contribution assumption: employee only about $509,131 at 4% or $339,421 at 6%; with 50% employer match about $339,421 at 4% or $226,281 at 6%; with 100% employer match about $254,566 at 4% or $169,710 at 6%.
201114$1,866,837$80,070$20,018iApproximate average salary by contribution assumption: employee only about $500,438 at 4% or $333,625 at 6%; with 50% employer match about $333,625 at 4% or $222,417 at 6%; with 100% employer match about $250,219 at 4% or $166,813 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$1,866,837$80,070$20,018iApproximate average salary by contribution assumption: employee only about $500,438 at 4% or $333,625 at 6%; with 50% employer match about $333,625 at 4% or $222,417 at 6%; with 100% employer match about $250,219 at 4% or $166,813 at 6%.
201015$1,870,529$79,982$15,996iApproximate average salary by contribution assumption: employee only about $399,910 at 4% or $266,607 at 6%; with 50% employer match about $266,607 at 4% or $177,738 at 6%; with 100% employer match about $199,955 at 4% or $133,303 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-5$1,870,529$79,982$15,996iApproximate average salary by contribution assumption: employee only about $399,910 at 4% or $266,607 at 6%; with 50% employer match about $266,607 at 4% or $177,738 at 6%; with 100% employer match about $199,955 at 4% or $133,303 at 6%.
200915$1,534,249$1,230,093$246,019iApproximate average salary by contribution assumption: employee only about $6,150,465 at 4% or $4,100,310 at 6%; with 50% employer match about $4,100,310 at 4% or $2,733,540 at 6%; with 100% employer match about $3,075,233 at 4% or $2,050,155 at 6%.
ROGER J. OTA, D.D.S., 401(K) PROFIT SHARING PLAN-5$1,534,249$1,230,093$246,019iApproximate average salary by contribution assumption: employee only about $6,150,465 at 4% or $4,100,310 at 6%; with 50% employer match about $4,100,310 at 4% or $2,733,540 at 6%; with 100% employer match about $3,075,233 at 4% or $2,050,155 at 6%.
200815$216,774$71,290$14,258iApproximate average salary by contribution assumption: employee only about $356,450 at 4% or $237,633 at 6%; with 50% employer match about $237,633 at 4% or $158,422 at 6%; with 100% employer match about $178,225 at 4% or $118,817 at 6%.
ROGER J. OTA, D.D.S., 401K PROFIT SHARING PLAN-5$216,774$71,290$14,258iApproximate average salary by contribution assumption: employee only about $356,450 at 4% or $237,633 at 6%; with 50% employer match about $237,633 at 4% or $158,422 at 6%; with 100% employer match about $178,225 at 4% or $118,817 at 6%.
200715$0$0-
ROGER J. OTA, D.D.S., 401K PROFIT SHARING PLAN-5---
200615$142,077$67,745$13,549iApproximate average salary by contribution assumption: employee only about $338,725 at 4% or $225,817 at 6%; with 50% employer match about $225,817 at 4% or $150,544 at 6%; with 100% employer match about $169,363 at 4% or $112,908 at 6%.
ROGER J. OTA, D.D.S., 401K PROFIT SHARING PLAN-5$142,077$67,745$13,549iApproximate average salary by contribution assumption: employee only about $338,725 at 4% or $225,817 at 6%; with 50% employer match about $225,817 at 4% or $150,544 at 6%; with 100% employer match about $169,363 at 4% or $112,908 at 6%.
200524$68,759$68,759$17,190iApproximate average salary by contribution assumption: employee only about $429,744 at 4% or $286,496 at 6%; with 50% employer match about $286,496 at 4% or $190,997 at 6%; with 100% employer match about $214,872 at 4% or $143,248 at 6%.
ROGER J. OTA, D.D.S., 401K PROFIT SHARING PLAN-4$68,759$68,759$17,190iApproximate average salary by contribution assumption: employee only about $429,744 at 4% or $286,496 at 6%; with 50% employer match about $286,496 at 4% or $190,997 at 6%; with 100% employer match about $214,872 at 4% or $143,248 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-0---
200414$1,245,307$58,870$14,718iApproximate average salary by contribution assumption: employee only about $367,938 at 4% or $245,292 at 6%; with 50% employer match about $245,292 at 4% or $163,528 at 6%; with 100% employer match about $183,969 at 4% or $122,646 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-4$1,245,307$58,870$14,718iApproximate average salary by contribution assumption: employee only about $367,938 at 4% or $245,292 at 6%; with 50% employer match about $245,292 at 4% or $163,528 at 6%; with 100% employer match about $183,969 at 4% or $122,646 at 6%.
200313$1,111,551$45,934$15,311iApproximate average salary by contribution assumption: employee only about $382,783 at 4% or $255,189 at 6%; with 50% employer match about $255,189 at 4% or $170,126 at 6%; with 100% employer match about $191,392 at 4% or $127,594 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-3$1,111,551$45,934$15,311iApproximate average salary by contribution assumption: employee only about $382,783 at 4% or $255,189 at 6%; with 50% employer match about $255,189 at 4% or $170,126 at 6%; with 100% employer match about $191,392 at 4% or $127,594 at 6%.
200213$723,409$47,292$15,764iApproximate average salary by contribution assumption: employee only about $394,100 at 4% or $262,733 at 6%; with 50% employer match about $262,733 at 4% or $175,156 at 6%; with 100% employer match about $197,050 at 4% or $131,367 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-3$723,409$47,292$15,764iApproximate average salary by contribution assumption: employee only about $394,100 at 4% or $262,733 at 6%; with 50% employer match about $262,733 at 4% or $175,156 at 6%; with 100% employer match about $197,050 at 4% or $131,367 at 6%.
200112$762,991$40,434$20,217iApproximate average salary by contribution assumption: employee only about $505,425 at 4% or $336,950 at 6%; with 50% employer match about $336,950 at 4% or $224,633 at 6%; with 100% employer match about $252,713 at 4% or $168,475 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-2$762,991$40,434$20,217iApproximate average salary by contribution assumption: employee only about $505,425 at 4% or $336,950 at 6%; with 50% employer match about $336,950 at 4% or $224,633 at 6%; with 100% employer match about $252,713 at 4% or $168,475 at 6%.
200012$0$0-
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-2---
199913$827,675$8,413$2,804iApproximate average salary by contribution assumption: employee only about $70,108 at 4% or $46,739 at 6%; with 50% employer match about $46,739 at 4% or $31,159 at 6%; with 100% employer match about $35,054 at 4% or $23,369 at 6%.
Roger J. Ota, D.D.S. Money Purchase Keogh Plan-3$827,675$8,413$2,804iApproximate average salary by contribution assumption: employee only about $70,108 at 4% or $46,739 at 6%; with 50% employer match about $46,739 at 4% or $31,159 at 6%; with 100% employer match about $35,054 at 4% or $23,369 at 6%.