Civic Intelligence

Catherine J. Cox, D.D.S.

Plan context: Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust

EIN 68-0217304 • Mill Valley, CA • 24 filings • 4 plans

388 Pine Hill RoadMill Valley, CA 94941-3867
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,874

2021 Contributions

$1,139

Historical Graphs

Total Assets Over Time

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

$1,990,018$995,009$0200320132021YearValue
$2,874Latest year 2021

Participants Over Time

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

420200220122021YearValue
1Latest year 2021

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
202111$2,874$1,139$1,139iApproximate average salary by contribution assumption: employee only about $28,475 at 4% or $18,983 at 6%; with 50% employer match about $18,983 at 4% or $12,656 at 6%; with 100% employer match about $14,238 at 4% or $9,492 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-1$2,874$1,139$1,139iApproximate average salary by contribution assumption: employee only about $28,475 at 4% or $18,983 at 6%; with 50% employer match about $18,983 at 4% or $12,656 at 6%; with 100% employer match about $14,238 at 4% or $9,492 at 6%.
202012$2,412$1,124$562iApproximate average salary by contribution assumption: employee only about $14,050 at 4% or $9,367 at 6%; with 50% employer match about $9,367 at 4% or $6,244 at 6%; with 100% employer match about $7,025 at 4% or $4,683 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-2$2,412$1,124$562iApproximate average salary by contribution assumption: employee only about $14,050 at 4% or $9,367 at 6%; with 50% employer match about $9,367 at 4% or $6,244 at 6%; with 100% employer match about $7,025 at 4% or $4,683 at 6%.
201914$1,990,018$65,633$16,408iApproximate average salary by contribution assumption: employee only about $410,206 at 4% or $273,471 at 6%; with 50% employer match about $273,471 at 4% or $182,314 at 6%; with 100% employer match about $205,103 at 4% or $136,735 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-4$1,990,018$65,633$16,408iApproximate average salary by contribution assumption: employee only about $410,206 at 4% or $273,471 at 6%; with 50% employer match about $273,471 at 4% or $182,314 at 6%; with 100% employer match about $205,103 at 4% or $136,735 at 6%.
201814$1,709,531$63,165$15,791iApproximate average salary by contribution assumption: employee only about $394,781 at 4% or $263,188 at 6%; with 50% employer match about $263,188 at 4% or $175,458 at 6%; with 100% employer match about $197,391 at 4% or $131,594 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-4$1,709,531$63,165$15,791iApproximate average salary by contribution assumption: employee only about $394,781 at 4% or $263,188 at 6%; with 50% employer match about $263,188 at 4% or $175,458 at 6%; with 100% employer match about $197,391 at 4% or $131,594 at 6%.
201712$1,750,303$61,105$30,553iApproximate average salary by contribution assumption: employee only about $763,813 at 4% or $509,208 at 6%; with 50% employer match about $509,208 at 4% or $339,472 at 6%; with 100% employer match about $381,906 at 4% or $254,604 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-2$1,750,303$61,105$30,553iApproximate average salary by contribution assumption: employee only about $763,813 at 4% or $509,208 at 6%; with 50% employer match about $509,208 at 4% or $339,472 at 6%; with 100% employer match about $381,906 at 4% or $254,604 at 6%.
201612$1,521,755$60,255$30,128iApproximate average salary by contribution assumption: employee only about $753,188 at 4% or $502,125 at 6%; with 50% employer match about $502,125 at 4% or $334,750 at 6%; with 100% employer match about $376,594 at 4% or $251,063 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-2$1,521,755$60,255$30,128iApproximate average salary by contribution assumption: employee only about $753,188 at 4% or $502,125 at 6%; with 50% employer match about $502,125 at 4% or $334,750 at 6%; with 100% employer match about $376,594 at 4% or $251,063 at 6%.
201513$1,310,365$61,155$20,385iApproximate average salary by contribution assumption: employee only about $509,625 at 4% or $339,750 at 6%; with 50% employer match about $339,750 at 4% or $226,500 at 6%; with 100% employer match about $254,813 at 4% or $169,875 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-3$1,310,365$61,155$20,385iApproximate average salary by contribution assumption: employee only about $509,625 at 4% or $339,750 at 6%; with 50% employer match about $339,750 at 4% or $226,500 at 6%; with 100% employer match about $254,813 at 4% or $169,875 at 6%.
201413$1,353,635$59,071$19,690iApproximate average salary by contribution assumption: employee only about $492,258 at 4% or $328,172 at 6%; with 50% employer match about $328,172 at 4% or $218,781 at 6%; with 100% employer match about $246,129 at 4% or $164,086 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-3$1,353,635$59,071$19,690iApproximate average salary by contribution assumption: employee only about $492,258 at 4% or $328,172 at 6%; with 50% employer match about $328,172 at 4% or $218,781 at 6%; with 100% employer match about $246,129 at 4% or $164,086 at 6%.
201313$1,277,721$57,031$19,010iApproximate average salary by contribution assumption: employee only about $475,258 at 4% or $316,839 at 6%; with 50% employer match about $316,839 at 4% or $211,226 at 6%; with 100% employer match about $237,629 at 4% or $158,419 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-3$1,277,721$57,031$19,010iApproximate average salary by contribution assumption: employee only about $475,258 at 4% or $316,839 at 6%; with 50% employer match about $316,839 at 4% or $211,226 at 6%; with 100% employer match about $237,629 at 4% or $158,419 at 6%.
201213$965,378$64,393$21,464iApproximate average salary by contribution assumption: employee only about $536,608 at 4% or $357,739 at 6%; with 50% employer match about $357,739 at 4% or $238,493 at 6%; with 100% employer match about $268,304 at 4% or $178,869 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-3$965,378$64,393$21,464iApproximate average salary by contribution assumption: employee only about $536,608 at 4% or $357,739 at 6%; with 50% employer match about $357,739 at 4% or $238,493 at 6%; with 100% employer match about $268,304 at 4% or $178,869 at 6%.
201113$781,206$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-3$781,206$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201014$800,999$62,854$15,714iApproximate average salary by contribution assumption: employee only about $392,838 at 4% or $261,892 at 6%; with 50% employer match about $261,892 at 4% or $174,594 at 6%; with 100% employer match about $196,419 at 4% or $130,946 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-4$800,999$62,854$15,714iApproximate average salary by contribution assumption: employee only about $392,838 at 4% or $261,892 at 6%; with 50% employer match about $261,892 at 4% or $174,594 at 6%; with 100% employer match about $196,419 at 4% or $130,946 at 6%.
200914$645,990$64,765$16,191iApproximate average salary by contribution assumption: employee only about $404,781 at 4% or $269,854 at 6%; with 50% employer match about $269,854 at 4% or $179,903 at 6%; with 100% employer match about $202,391 at 4% or $134,927 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-4$645,990$64,765$16,191iApproximate average salary by contribution assumption: employee only about $404,781 at 4% or $269,854 at 6%; with 50% employer match about $269,854 at 4% or $179,903 at 6%; with 100% employer match about $202,391 at 4% or $134,927 at 6%.
200813$0$0-
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-3---
200713$0$0-
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-3---
200613$510,070$55,083$18,361iApproximate average salary by contribution assumption: employee only about $459,025 at 4% or $306,017 at 6%; with 50% employer match about $306,017 at 4% or $204,011 at 6%; with 100% employer match about $229,513 at 4% or $153,008 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-3$510,070$55,083$18,361iApproximate average salary by contribution assumption: employee only about $459,025 at 4% or $306,017 at 6%; with 50% employer match about $306,017 at 4% or $204,011 at 6%; with 100% employer match about $229,513 at 4% or $153,008 at 6%.
200522$413,239$53,796$26,898iApproximate average salary by contribution assumption: employee only about $672,450 at 4% or $448,300 at 6%; with 50% employer match about $448,300 at 4% or $298,867 at 6%; with 100% employer match about $336,225 at 4% or $224,150 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-2$413,239$37,075$18,538iApproximate average salary by contribution assumption: employee only about $463,438 at 4% or $308,958 at 6%; with 50% employer match about $308,958 at 4% or $205,972 at 6%; with 100% employer match about $231,719 at 4% or $154,479 at 6%.
CATHERINE J. COX DDS MONEY PURCHASE PLAN-0-$16,721-
200421$341,841$28,224$28,224iApproximate average salary by contribution assumption: employee only about $705,600 at 4% or $470,400 at 6%; with 50% employer match about $470,400 at 4% or $313,600 at 6%; with 100% employer match about $352,800 at 4% or $235,200 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-1$198,157$16,934$16,934iApproximate average salary by contribution assumption: employee only about $423,350 at 4% or $282,233 at 6%; with 50% employer match about $282,233 at 4% or $188,156 at 6%; with 100% employer match about $211,675 at 4% or $141,117 at 6%.
CATHERINE J. COX DDS MONEY PURCHASE PLAN-1$143,684$11,290$11,290iApproximate average salary by contribution assumption: employee only about $282,250 at 4% or $188,167 at 6%; with 50% employer match about $188,167 at 4% or $125,444 at 6%; with 100% employer match about $141,125 at 4% or $94,083 at 6%.
200321$122,863$11,173$11,173iApproximate average salary by contribution assumption: employee only about $279,325 at 4% or $186,217 at 6%; with 50% employer match about $186,217 at 4% or $124,144 at 6%; with 100% employer match about $139,663 at 4% or $93,108 at 6%.
CATHERINE J. COX DDS MONEY PURCHASE PLAN-1$122,863$11,173$11,173iApproximate average salary by contribution assumption: employee only about $279,325 at 4% or $186,217 at 6%; with 50% employer match about $186,217 at 4% or $124,144 at 6%; with 100% employer match about $139,663 at 4% or $93,108 at 6%.
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-1---
200222$0$0-
Catherine J. Cox, D.D.S. 401(K) Profit Sharing Plan and Trust-2---
CATHERINE J. COX DDS MONEY PURCHASE PLAN-2---