Civic Intelligence

Brian W. Payne, D.D.S.

Plan context: The Payne-Jue Retirement Plan

EIN 68-0441945 • Santa Rosa, CA • 25 filings • 2 plans

36 Doctors Park DriveSanta Rosa, CA 95405-6615
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,526,976

2024 Contributions

$42,594

Historical Graphs

Total Assets Over Time

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

$2,526,976$1,263,488$0200220142024YearValue
$2,526,976Latest year 2024

Participants Over Time

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

1680200020122024YearValue
16Latest 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
2024116$2,526,976$42,594$2,662iApproximate average salary by contribution assumption: employee only about $66,553 at 4% or $44,369 at 6%; with 50% employer match about $44,369 at 4% or $29,579 at 6%; with 100% employer match about $33,277 at 4% or $22,184 at 6%.
The Payne-Jue Retirement Plan-16$2,526,976$42,594$2,662iApproximate average salary by contribution assumption: employee only about $66,553 at 4% or $44,369 at 6%; with 50% employer match about $44,369 at 4% or $29,579 at 6%; with 100% employer match about $33,277 at 4% or $22,184 at 6%.
2023112$2,239,080$38,610$3,218iApproximate average salary by contribution assumption: employee only about $80,438 at 4% or $53,625 at 6%; with 50% employer match about $53,625 at 4% or $35,750 at 6%; with 100% employer match about $40,219 at 4% or $26,813 at 6%.
The Payne-Jue Retirement Plan-12$2,239,080$38,610$3,218iApproximate average salary by contribution assumption: employee only about $80,438 at 4% or $53,625 at 6%; with 50% employer match about $53,625 at 4% or $35,750 at 6%; with 100% employer match about $40,219 at 4% or $26,813 at 6%.
2022112$1,897,283$34,307$2,859iApproximate average salary by contribution assumption: employee only about $71,473 at 4% or $47,649 at 6%; with 50% employer match about $47,649 at 4% or $31,766 at 6%; with 100% employer match about $35,736 at 4% or $23,824 at 6%.
The Payne-Jue Retirement Plan-12$1,897,283$34,307$2,859iApproximate average salary by contribution assumption: employee only about $71,473 at 4% or $47,649 at 6%; with 50% employer match about $47,649 at 4% or $31,766 at 6%; with 100% employer match about $35,736 at 4% or $23,824 at 6%.
2021113$2,227,199$101,102$7,777iApproximate average salary by contribution assumption: employee only about $194,427 at 4% or $129,618 at 6%; with 50% employer match about $129,618 at 4% or $86,412 at 6%; with 100% employer match about $97,213 at 4% or $64,809 at 6%.
The Payne-Jue Retirement Plan-13$2,227,199$101,102$7,777iApproximate average salary by contribution assumption: employee only about $194,427 at 4% or $129,618 at 6%; with 50% employer match about $129,618 at 4% or $86,412 at 6%; with 100% employer match about $97,213 at 4% or $64,809 at 6%.
2020111$1,933,343$18,426$1,675iApproximate average salary by contribution assumption: employee only about $41,877 at 4% or $27,918 at 6%; with 50% employer match about $27,918 at 4% or $18,612 at 6%; with 100% employer match about $20,939 at 4% or $13,959 at 6%.
The Payne-Jue Retirement Plan-11$1,933,343$18,426$1,675iApproximate average salary by contribution assumption: employee only about $41,877 at 4% or $27,918 at 6%; with 50% employer match about $27,918 at 4% or $18,612 at 6%; with 100% employer match about $20,939 at 4% or $13,959 at 6%.
201919$1,766,447$18,304$2,034iApproximate average salary by contribution assumption: employee only about $50,844 at 4% or $33,896 at 6%; with 50% employer match about $33,896 at 4% or $22,598 at 6%; with 100% employer match about $25,422 at 4% or $16,948 at 6%.
The Payne-Jue Retirement Plan-9$1,766,447$18,304$2,034iApproximate average salary by contribution assumption: employee only about $50,844 at 4% or $33,896 at 6%; with 50% employer match about $33,896 at 4% or $22,598 at 6%; with 100% employer match about $25,422 at 4% or $16,948 at 6%.
2018110$1,558,419$24,349$2,435iApproximate average salary by contribution assumption: employee only about $60,873 at 4% or $40,582 at 6%; with 50% employer match about $40,582 at 4% or $27,054 at 6%; with 100% employer match about $30,436 at 4% or $20,291 at 6%.
The Payne-Jue Retirement Plan-10$1,558,419$24,349$2,435iApproximate average salary by contribution assumption: employee only about $60,873 at 4% or $40,582 at 6%; with 50% employer match about $40,582 at 4% or $27,054 at 6%; with 100% employer match about $30,436 at 4% or $20,291 at 6%.
2017110$1,671,254$35,490$3,549iApproximate average salary by contribution assumption: employee only about $88,725 at 4% or $59,150 at 6%; with 50% employer match about $59,150 at 4% or $39,433 at 6%; with 100% employer match about $44,363 at 4% or $29,575 at 6%.
The Payne-Jue Retirement Plan-10$1,671,254$35,490$3,549iApproximate average salary by contribution assumption: employee only about $88,725 at 4% or $59,150 at 6%; with 50% employer match about $59,150 at 4% or $39,433 at 6%; with 100% employer match about $44,363 at 4% or $29,575 at 6%.
2016112$1,509,224$36,425$3,035iApproximate average salary by contribution assumption: employee only about $75,885 at 4% or $50,590 at 6%; with 50% employer match about $50,590 at 4% or $33,727 at 6%; with 100% employer match about $37,943 at 4% or $25,295 at 6%.
The Payne-Jue Retirement Plan-12$1,509,224$36,425$3,035iApproximate average salary by contribution assumption: employee only about $75,885 at 4% or $50,590 at 6%; with 50% employer match about $50,590 at 4% or $33,727 at 6%; with 100% employer match about $37,943 at 4% or $25,295 at 6%.
2015113$1,461,524$47,077$3,621iApproximate average salary by contribution assumption: employee only about $90,533 at 4% or $60,355 at 6%; with 50% employer match about $60,355 at 4% or $40,237 at 6%; with 100% employer match about $45,266 at 4% or $30,178 at 6%.
The Payne-Jue Retirement Plan-13$1,461,524$47,077$3,621iApproximate average salary by contribution assumption: employee only about $90,533 at 4% or $60,355 at 6%; with 50% employer match about $60,355 at 4% or $40,237 at 6%; with 100% employer match about $45,266 at 4% or $30,178 at 6%.
2014111$1,436,822$29,763$2,706iApproximate average salary by contribution assumption: employee only about $67,643 at 4% or $45,095 at 6%; with 50% employer match about $45,095 at 4% or $30,064 at 6%; with 100% employer match about $33,822 at 4% or $22,548 at 6%.
The Payne-Jue Retirement Plan-11$1,436,822$29,763$2,706iApproximate average salary by contribution assumption: employee only about $67,643 at 4% or $45,095 at 6%; with 50% employer match about $45,095 at 4% or $30,064 at 6%; with 100% employer match about $33,822 at 4% or $22,548 at 6%.
2013111$1,338,022$31,949$2,904iApproximate average salary by contribution assumption: employee only about $72,611 at 4% or $48,408 at 6%; with 50% employer match about $48,408 at 4% or $32,272 at 6%; with 100% employer match about $36,306 at 4% or $24,204 at 6%.
The Payne-Jue Retirement Plan-11$1,338,022$31,949$2,904iApproximate average salary by contribution assumption: employee only about $72,611 at 4% or $48,408 at 6%; with 50% employer match about $48,408 at 4% or $32,272 at 6%; with 100% employer match about $36,306 at 4% or $24,204 at 6%.
2012110$1,154,199$33,759$3,376iApproximate average salary by contribution assumption: employee only about $84,398 at 4% or $56,265 at 6%; with 50% employer match about $56,265 at 4% or $37,510 at 6%; with 100% employer match about $42,199 at 4% or $28,133 at 6%.
The Payne-Jue Retirement Plan-10$1,154,199$33,759$3,376iApproximate average salary by contribution assumption: employee only about $84,398 at 4% or $56,265 at 6%; with 50% employer match about $56,265 at 4% or $37,510 at 6%; with 100% employer match about $42,199 at 4% or $28,133 at 6%.
2011112$1,020,812$36,952$3,079iApproximate average salary by contribution assumption: employee only about $76,983 at 4% or $51,322 at 6%; with 50% employer match about $51,322 at 4% or $34,215 at 6%; with 100% employer match about $38,492 at 4% or $25,661 at 6%.
The Payne-Jue Retirement Plan-12$1,020,812$36,952$3,079iApproximate average salary by contribution assumption: employee only about $76,983 at 4% or $51,322 at 6%; with 50% employer match about $51,322 at 4% or $34,215 at 6%; with 100% employer match about $38,492 at 4% or $25,661 at 6%.
2010113$1,073,234$41,666$3,205iApproximate average salary by contribution assumption: employee only about $80,127 at 4% or $53,418 at 6%; with 50% employer match about $53,418 at 4% or $35,612 at 6%; with 100% employer match about $40,063 at 4% or $26,709 at 6%.
The Payne-Jue Retirement Plan-13$1,073,234$41,666$3,205iApproximate average salary by contribution assumption: employee only about $80,127 at 4% or $53,418 at 6%; with 50% employer match about $53,418 at 4% or $35,612 at 6%; with 100% employer match about $40,063 at 4% or $26,709 at 6%.
2009114$949,668$49,007$3,501iApproximate average salary by contribution assumption: employee only about $87,513 at 4% or $58,342 at 6%; with 50% employer match about $58,342 at 4% or $38,894 at 6%; with 100% employer match about $43,756 at 4% or $29,171 at 6%.
The Payne-Jue Retirement Plan-14$949,668$49,007$3,501iApproximate average salary by contribution assumption: employee only about $87,513 at 4% or $58,342 at 6%; with 50% employer match about $58,342 at 4% or $38,894 at 6%; with 100% employer match about $43,756 at 4% or $29,171 at 6%.
2008112$773,231$57,604$4,800iApproximate average salary by contribution assumption: employee only about $120,008 at 4% or $80,006 at 6%; with 50% employer match about $80,006 at 4% or $53,337 at 6%; with 100% employer match about $60,004 at 4% or $40,003 at 6%.
The Payne-Jue Retirement Plan-12$773,231$57,604$4,800iApproximate average salary by contribution assumption: employee only about $120,008 at 4% or $80,006 at 6%; with 50% employer match about $80,006 at 4% or $53,337 at 6%; with 100% employer match about $60,004 at 4% or $40,003 at 6%.
2007111$0$0-
The Payne-Jue Retirement Plan-11---
2006110$919,225$104,664$10,466iApproximate average salary by contribution assumption: employee only about $261,660 at 4% or $174,440 at 6%; with 50% employer match about $174,440 at 4% or $116,293 at 6%; with 100% employer match about $130,830 at 4% or $87,220 at 6%.
The Payne-Jue Retirement Plan-10$919,225$104,664$10,466iApproximate average salary by contribution assumption: employee only about $261,660 at 4% or $174,440 at 6%; with 50% employer match about $174,440 at 4% or $116,293 at 6%; with 100% employer match about $130,830 at 4% or $87,220 at 6%.
2005111$773,872$93,856$8,532iApproximate average salary by contribution assumption: employee only about $213,309 at 4% or $142,206 at 6%; with 50% employer match about $142,206 at 4% or $94,804 at 6%; with 100% employer match about $106,655 at 4% or $71,103 at 6%.
The Payne-Jue Retirement Plan-11$773,872$93,856$8,532iApproximate average salary by contribution assumption: employee only about $213,309 at 4% or $142,206 at 6%; with 50% employer match about $142,206 at 4% or $94,804 at 6%; with 100% employer match about $106,655 at 4% or $71,103 at 6%.
2004110$676,592$94,774$9,477iApproximate average salary by contribution assumption: employee only about $236,935 at 4% or $157,957 at 6%; with 50% employer match about $157,957 at 4% or $105,304 at 6%; with 100% employer match about $118,468 at 4% or $78,978 at 6%.
The Payne-Jue Retirement Plan-10$676,592$94,774$9,477iApproximate average salary by contribution assumption: employee only about $236,935 at 4% or $157,957 at 6%; with 50% employer match about $157,957 at 4% or $105,304 at 6%; with 100% employer match about $118,468 at 4% or $78,978 at 6%.
200319$550,053$94,614$10,513iApproximate average salary by contribution assumption: employee only about $262,817 at 4% or $175,211 at 6%; with 50% employer match about $175,211 at 4% or $116,807 at 6%; with 100% employer match about $131,408 at 4% or $87,606 at 6%.
The Payne-Jue Retirement Plan-9$550,053$94,614$10,513iApproximate average salary by contribution assumption: employee only about $262,817 at 4% or $175,211 at 6%; with 50% employer match about $175,211 at 4% or $116,807 at 6%; with 100% employer match about $131,408 at 4% or $87,606 at 6%.
2002110$388,322$97,693$9,769iApproximate average salary by contribution assumption: employee only about $244,232 at 4% or $162,822 at 6%; with 50% employer match about $162,822 at 4% or $108,548 at 6%; with 100% employer match about $122,116 at 4% or $81,411 at 6%.
The Payne-Jue Retirement Plan-10$388,322$97,693$9,769iApproximate average salary by contribution assumption: employee only about $244,232 at 4% or $162,822 at 6%; with 50% employer match about $162,822 at 4% or $108,548 at 6%; with 100% employer match about $122,116 at 4% or $81,411 at 6%.
2001111$0$0-
The Payne-Jue Retirement Plan-11---
200019$0$0-
The Payne-Jue Retirement Plan-9---