Civic Intelligence

Richard F. Jackson, D.D.S. & Gregor

Plan context: Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan

EIN 68-0318248 • Sacramento, CA • 44 filings • 8 plans

2525 K Street Suite 101Sacramento, CA 95816
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$3,108,103

2024 Contributions

$213,616

Historical Graphs

Total Assets Over Time

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

$6,790,398$3,395,199$0199920122024YearValue
$3,108,103Latest year 2024

Participants Over Time

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

25130199920122024YearValue
25Latest year 2024

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
2024125$3,108,103$213,616$8,545iApproximate average salary by contribution assumption: employee only about $213,616 at 4% or $142,411 at 6%; with 50% employer match about $142,411 at 4% or $94,940 at 6%; with 100% employer match about $106,808 at 4% or $71,205 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-25$3,108,103$213,616$8,545iApproximate average salary by contribution assumption: employee only about $213,616 at 4% or $142,411 at 6%; with 50% employer match about $142,411 at 4% or $94,940 at 6%; with 100% employer match about $106,808 at 4% or $71,205 at 6%.
2023121$4,749,308$189,019$9,001iApproximate average salary by contribution assumption: employee only about $225,023 at 4% or $150,015 at 6%; with 50% employer match about $150,015 at 4% or $100,010 at 6%; with 100% employer match about $112,511 at 4% or $75,008 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-21$4,749,308$189,019$9,001iApproximate average salary by contribution assumption: employee only about $225,023 at 4% or $150,015 at 6%; with 50% employer match about $150,015 at 4% or $100,010 at 6%; with 100% employer match about $112,511 at 4% or $75,008 at 6%.
2022220$4,239,689$1,400,204$70,010iApproximate average salary by contribution assumption: employee only about $1,750,255 at 4% or $1,166,837 at 6%; with 50% employer match about $1,166,837 at 4% or $777,891 at 6%; with 100% employer match about $875,128 at 4% or $583,418 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-20$4,239,689$602,572$30,129iApproximate average salary by contribution assumption: employee only about $753,215 at 4% or $502,143 at 6%; with 50% employer match about $502,143 at 4% or $334,762 at 6%; with 100% employer match about $376,608 at 4% or $251,072 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-0$0$797,632-
2021217$6,790,398$421,616$24,801iApproximate average salary by contribution assumption: employee only about $620,024 at 4% or $413,349 at 6%; with 50% employer match about $413,349 at 4% or $275,566 at 6%; with 100% employer match about $310,012 at 4% or $206,675 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-17$4,054,917$184,361$10,845iApproximate average salary by contribution assumption: employee only about $271,119 at 4% or $180,746 at 6%; with 50% employer match about $180,746 at 4% or $120,497 at 6%; with 100% employer match about $135,560 at 4% or $90,373 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-6$2,735,481$237,255$39,543iApproximate average salary by contribution assumption: employee only about $988,563 at 4% or $659,042 at 6%; with 50% employer match about $659,042 at 4% or $439,361 at 6%; with 100% employer match about $494,281 at 4% or $329,521 at 6%.
2020218$6,152,518$415,289$23,072iApproximate average salary by contribution assumption: employee only about $576,790 at 4% or $384,527 at 6%; with 50% employer match about $384,527 at 4% or $256,351 at 6%; with 100% employer match about $288,395 at 4% or $192,263 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-18$3,794,404$180,289$10,016iApproximate average salary by contribution assumption: employee only about $250,401 at 4% or $166,934 at 6%; with 50% employer match about $166,934 at 4% or $111,290 at 6%; with 100% employer match about $125,201 at 4% or $83,467 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-7$2,358,114$235,000$33,571iApproximate average salary by contribution assumption: employee only about $839,286 at 4% or $559,524 at 6%; with 50% employer match about $559,524 at 4% or $373,016 at 6%; with 100% employer match about $419,643 at 4% or $279,762 at 6%.
2019217$5,527,801$432,198$25,423iApproximate average salary by contribution assumption: employee only about $635,585 at 4% or $423,724 at 6%; with 50% employer match about $423,724 at 4% or $282,482 at 6%; with 100% employer match about $317,793 at 4% or $211,862 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-17$3,494,575$184,929$10,878iApproximate average salary by contribution assumption: employee only about $271,954 at 4% or $181,303 at 6%; with 50% employer match about $181,303 at 4% or $120,869 at 6%; with 100% employer match about $135,977 at 4% or $90,651 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-6$2,033,226$247,269$41,212iApproximate average salary by contribution assumption: employee only about $1,030,288 at 4% or $686,858 at 6%; with 50% employer match about $686,858 at 4% or $457,906 at 6%; with 100% employer match about $515,144 at 4% or $343,429 at 6%.
2018216$4,461,947$421,016$26,314iApproximate average salary by contribution assumption: employee only about $657,838 at 4% or $438,558 at 6%; with 50% employer match about $438,558 at 4% or $292,372 at 6%; with 100% employer match about $328,919 at 4% or $219,279 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-16$2,835,674$176,166$11,010iApproximate average salary by contribution assumption: employee only about $275,259 at 4% or $183,506 at 6%; with 50% employer match about $183,506 at 4% or $122,338 at 6%; with 100% employer match about $137,630 at 4% or $91,753 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-6$1,626,273$244,850$40,808iApproximate average salary by contribution assumption: employee only about $1,020,208 at 4% or $680,139 at 6%; with 50% employer match about $680,139 at 4% or $453,426 at 6%; with 100% employer match about $510,104 at 4% or $340,069 at 6%.
2017218$4,364,828$374,827$20,824iApproximate average salary by contribution assumption: employee only about $520,593 at 4% or $347,062 at 6%; with 50% employer match about $347,062 at 4% or $231,375 at 6%; with 100% employer match about $260,297 at 4% or $173,531 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-18$2,936,347$174,827$9,713iApproximate average salary by contribution assumption: employee only about $242,815 at 4% or $161,877 at 6%; with 50% employer match about $161,877 at 4% or $107,918 at 6%; with 100% employer match about $121,408 at 4% or $80,938 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-6$1,428,481$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2016219$3,682,965$381,123$20,059iApproximate average salary by contribution assumption: employee only about $501,478 at 4% or $334,318 at 6%; with 50% employer match about $334,318 at 4% or $222,879 at 6%; with 100% employer match about $250,739 at 4% or $167,159 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-19$2,548,004$166,425$8,759iApproximate average salary by contribution assumption: employee only about $218,980 at 4% or $145,987 at 6%; with 50% employer match about $145,987 at 4% or $97,325 at 6%; with 100% employer match about $109,490 at 4% or $72,993 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-8$1,134,961$214,698$26,837iApproximate average salary by contribution assumption: employee only about $670,931 at 4% or $447,288 at 6%; with 50% employer match about $447,288 at 4% or $298,192 at 6%; with 100% employer match about $335,466 at 4% or $223,644 at 6%.
2015219$3,111,048$462,909$24,364iApproximate average salary by contribution assumption: employee only about $609,091 at 4% or $406,061 at 6%; with 50% employer match about $406,061 at 4% or $270,707 at 6%; with 100% employer match about $304,545 at 4% or $203,030 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-19$2,244,961$226,913$11,943iApproximate average salary by contribution assumption: employee only about $298,570 at 4% or $199,046 at 6%; with 50% employer match about $199,046 at 4% or $132,698 at 6%; with 100% employer match about $149,285 at 4% or $99,523 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-7$866,087$235,996$33,714iApproximate average salary by contribution assumption: employee only about $842,843 at 4% or $561,895 at 6%; with 50% employer match about $561,895 at 4% or $374,597 at 6%; with 100% employer match about $421,421 at 4% or $280,948 at 6%.
2014215$2,788,706$280,325$18,688iApproximate average salary by contribution assumption: employee only about $467,208 at 4% or $311,472 at 6%; with 50% employer match about $311,472 at 4% or $207,648 at 6%; with 100% employer match about $233,604 at 4% or $155,736 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-15$2,135,364$180,325$12,022iApproximate average salary by contribution assumption: employee only about $300,542 at 4% or $200,361 at 6%; with 50% employer match about $200,361 at 4% or $133,574 at 6%; with 100% employer match about $150,271 at 4% or $100,181 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-7$653,342$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
2013218$2,481,702$379,865$21,104iApproximate average salary by contribution assumption: employee only about $527,590 at 4% or $351,727 at 6%; with 50% employer match about $351,727 at 4% or $234,485 at 6%; with 100% employer match about $263,795 at 4% or $175,863 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-18$1,951,166$162,265$9,015iApproximate average salary by contribution assumption: employee only about $225,368 at 4% or $150,245 at 6%; with 50% employer match about $150,245 at 4% or $100,164 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-10$530,536$217,600$21,760iApproximate average salary by contribution assumption: employee only about $544,000 at 4% or $362,667 at 6%; with 50% employer match about $362,667 at 4% or $241,778 at 6%; with 100% employer match about $272,000 at 4% or $181,333 at 6%.
2012221$4,690,154$686,623$32,696iApproximate average salary by contribution assumption: employee only about $817,408 at 4% or $544,939 at 6%; with 50% employer match about $544,939 at 4% or $363,293 at 6%; with 100% employer match about $408,704 at 4% or $272,469 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-21$3,391,834$519,861$24,755iApproximate average salary by contribution assumption: employee only about $618,882 at 4% or $412,588 at 6%; with 50% employer match about $412,588 at 4% or $275,059 at 6%; with 100% employer match about $309,441 at 4% or $206,294 at 6%.
HEISE AND ALPHA OMS DEFINED BENEFIT PENSION PLAN-10$1,298,320$166,762$16,676iApproximate average salary by contribution assumption: employee only about $416,905 at 4% or $277,937 at 6%; with 50% employer match about $277,937 at 4% or $185,291 at 6%; with 100% employer match about $208,453 at 4% or $138,968 at 6%.
2011219$3,976,413$423,081$22,267iApproximate average salary by contribution assumption: employee only about $556,686 at 4% or $371,124 at 6%; with 50% employer match about $371,124 at 4% or $247,416 at 6%; with 100% employer match about $278,343 at 4% or $185,562 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-19$2,934,420$258,047$13,581iApproximate average salary by contribution assumption: employee only about $339,536 at 4% or $226,357 at 6%; with 50% employer match about $226,357 at 4% or $150,905 at 6%; with 100% employer match about $169,768 at 4% or $113,179 at 6%.
JACKSON, HEISE, AND ALPHA, OMS DEFINED BENEFIT PENSION PLAN-8$1,041,993$165,034$20,629iApproximate average salary by contribution assumption: employee only about $515,731 at 4% or $343,821 at 6%; with 50% employer match about $343,821 at 4% or $229,214 at 6%; with 100% employer match about $257,866 at 4% or $171,910 at 6%.
2010219$3,516,085$418,271$22,014iApproximate average salary by contribution assumption: employee only about $550,357 at 4% or $366,904 at 6%; with 50% employer match about $366,904 at 4% or $244,603 at 6%; with 100% employer match about $275,178 at 4% or $183,452 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-19$2,644,608$264,977$13,946iApproximate average salary by contribution assumption: employee only about $348,654 at 4% or $232,436 at 6%; with 50% employer match about $232,436 at 4% or $154,957 at 6%; with 100% employer match about $174,327 at 4% or $116,218 at 6%.
RICHARD F. JACKSON, D.D.S. & GREGORY HEISE, D.D.S. DEFINED BENEFIT PENSION PLAN-8$871,477$153,294$19,162iApproximate average salary by contribution assumption: employee only about $479,044 at 4% or $319,363 at 6%; with 50% employer match about $319,363 at 4% or $212,908 at 6%; with 100% employer match about $239,522 at 4% or $159,681 at 6%.
2009220$2,815,711$419,900$20,995iApproximate average salary by contribution assumption: employee only about $524,875 at 4% or $349,917 at 6%; with 50% employer match about $349,917 at 4% or $233,278 at 6%; with 100% employer match about $262,438 at 4% or $174,958 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-20$2,150,614$262,428$13,121iApproximate average salary by contribution assumption: employee only about $328,035 at 4% or $218,690 at 6%; with 50% employer match about $218,690 at 4% or $145,793 at 6%; with 100% employer match about $164,018 at 4% or $109,345 at 6%.
RICHARD F. JACKSON, D.D.S. & GREGORY HEISE, D.D.S. DEFINED BENEFIT PENSION PLAN-9$665,097$157,472$17,497iApproximate average salary by contribution assumption: employee only about $437,422 at 4% or $291,615 at 6%; with 50% employer match about $291,615 at 4% or $194,410 at 6%; with 100% employer match about $218,711 at 4% or $145,807 at 6%.
2008215$461,228$144,494$9,633iApproximate average salary by contribution assumption: employee only about $240,823 at 4% or $160,549 at 6%; with 50% employer match about $160,549 at 4% or $107,033 at 6%; with 100% employer match about $120,412 at 4% or $80,274 at 6%.
RICHARD F. JACKSON, D.D.S. & GREGORY HEISE, D.D.S. DEFINED BENEFIT PENSION PLAN-5$461,228$144,494$28,899iApproximate average salary by contribution assumption: employee only about $722,470 at 4% or $481,647 at 6%; with 50% employer match about $481,647 at 4% or $321,098 at 6%; with 100% employer match about $361,235 at 4% or $240,823 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-15---
2007212$1,845,480$157,623$13,135iApproximate average salary by contribution assumption: employee only about $328,381 at 4% or $218,921 at 6%; with 50% employer match about $218,921 at 4% or $145,947 at 6%; with 100% employer match about $164,191 at 4% or $109,460 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-12$1,845,480$157,623$13,135iApproximate average salary by contribution assumption: employee only about $328,381 at 4% or $218,921 at 6%; with 50% employer match about $218,921 at 4% or $145,947 at 6%; with 100% employer match about $164,191 at 4% or $109,460 at 6%.
RICHARD F. JACKSON, D.D.S. & GREGORY HEISE, D.D.S. DEFINED BENEFIT PENSION PLAN-4---
2006211$1,889,197$288,506$26,228iApproximate average salary by contribution assumption: employee only about $655,695 at 4% or $437,130 at 6%; with 50% employer match about $437,130 at 4% or $291,420 at 6%; with 100% employer match about $327,848 at 4% or $218,565 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-11$1,642,131$166,727$15,157iApproximate average salary by contribution assumption: employee only about $378,925 at 4% or $252,617 at 6%; with 50% employer match about $252,617 at 4% or $168,411 at 6%; with 100% employer match about $189,463 at 4% or $126,308 at 6%.
RICHARD F. JACKSON, D.D.S. & GREGORY HEISE, D.D.S. DEFINED BENEFIT PENSION PLAN-5$247,066$121,779$24,356iApproximate average salary by contribution assumption: employee only about $608,895 at 4% or $405,930 at 6%; with 50% employer match about $405,930 at 4% or $270,620 at 6%; with 100% employer match about $304,448 at 4% or $202,965 at 6%.
2005213$1,488,427$255,615$19,663iApproximate average salary by contribution assumption: employee only about $491,567 at 4% or $327,712 at 6%; with 50% employer match about $327,712 at 4% or $218,474 at 6%; with 100% employer match about $245,784 at 4% or $163,856 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-13$1,372,100$139,288$10,714iApproximate average salary by contribution assumption: employee only about $267,862 at 4% or $178,574 at 6%; with 50% employer match about $178,574 at 4% or $119,050 at 6%; with 100% employer match about $133,931 at 4% or $89,287 at 6%.
RICHARD F. JACKSON, D.D.S. & GREGORY HEISE, D.D.S. DEFINED BENEFIT PENSION PLAN-6$116,327$116,327$19,388iApproximate average salary by contribution assumption: employee only about $484,696 at 4% or $323,131 at 6%; with 50% employer match about $323,131 at 4% or $215,420 at 6%; with 100% employer match about $242,348 at 4% or $161,565 at 6%.
2004111$1,141,700$109,481$9,953iApproximate average salary by contribution assumption: employee only about $248,820 at 4% or $165,880 at 6%; with 50% employer match about $165,880 at 4% or $110,587 at 6%; with 100% employer match about $124,410 at 4% or $82,940 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-11$1,141,700$109,481$9,953iApproximate average salary by contribution assumption: employee only about $248,820 at 4% or $165,880 at 6%; with 50% employer match about $165,880 at 4% or $110,587 at 6%; with 100% employer match about $124,410 at 4% or $82,940 at 6%.
2003111$961,211$106,135$9,649iApproximate average salary by contribution assumption: employee only about $241,216 at 4% or $160,811 at 6%; with 50% employer match about $160,811 at 4% or $107,207 at 6%; with 100% employer match about $120,608 at 4% or $80,405 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-11$961,211$106,135$9,649iApproximate average salary by contribution assumption: employee only about $241,216 at 4% or $160,811 at 6%; with 50% employer match about $160,811 at 4% or $107,207 at 6%; with 100% employer match about $120,608 at 4% or $80,405 at 6%.
2002110$751,441$100,866$10,087iApproximate average salary by contribution assumption: employee only about $252,165 at 4% or $168,110 at 6%; with 50% employer match about $168,110 at 4% or $112,073 at 6%; with 100% employer match about $126,083 at 4% or $84,055 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-10$751,441$100,866$10,087iApproximate average salary by contribution assumption: employee only about $252,165 at 4% or $168,110 at 6%; with 50% employer match about $168,110 at 4% or $112,073 at 6%; with 100% employer match about $126,083 at 4% or $84,055 at 6%.
2001112$774,953$95,048$7,921iApproximate average salary by contribution assumption: employee only about $198,017 at 4% or $132,011 at 6%; with 50% employer match about $132,011 at 4% or $88,007 at 6%; with 100% employer match about $99,008 at 4% or $66,006 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-12$774,953$95,048$7,921iApproximate average salary by contribution assumption: employee only about $198,017 at 4% or $132,011 at 6%; with 50% employer match about $132,011 at 4% or $88,007 at 6%; with 100% employer match about $99,008 at 4% or $66,006 at 6%.
2000111$828,494$95,030$8,639iApproximate average salary by contribution assumption: employee only about $215,977 at 4% or $143,985 at 6%; with 50% employer match about $143,985 at 4% or $95,990 at 6%; with 100% employer match about $107,989 at 4% or $71,992 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-11$828,494$95,030$8,639iApproximate average salary by contribution assumption: employee only about $215,977 at 4% or $143,985 at 6%; with 50% employer match about $143,985 at 4% or $95,990 at 6%; with 100% employer match about $107,989 at 4% or $71,992 at 6%.
199919$772,965$83,562$9,285iApproximate average salary by contribution assumption: employee only about $232,117 at 4% or $154,744 at 6%; with 50% employer match about $154,744 at 4% or $103,163 at 6%; with 100% employer match about $116,058 at 4% or $77,372 at 6%.
Richard F. Jackson, D.D.S. & Gregory Heise, D.D.S. Profit Sharing Plan-9$772,965$83,562$9,285iApproximate average salary by contribution assumption: employee only about $232,117 at 4% or $154,744 at 6%; with 50% employer match about $154,744 at 4% or $103,163 at 6%; with 100% employer match about $116,058 at 4% or $77,372 at 6%.