Civic Intelligence

Mary H. Smith D.D.S., a PC.

Plan context: Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan

EIN 68-0460054 • Orinda, CA • 24 filings • 3 plans

1 Bates Blvd., Suite 210Orinda, CA 94563-2800
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$5,311,623

2024 Contributions

$151,620

Historical Graphs

Total Assets Over Time

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

$5,311,623$2,655,812$0200220142024YearValue
$5,311,623Latest year 2024

Participants Over Time

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

840200120132024YearValue
7Latest 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
202417$5,311,623$151,620$21,660iApproximate average salary by contribution assumption: employee only about $541,500 at 4% or $361,000 at 6%; with 50% employer match about $361,000 at 4% or $240,667 at 6%; with 100% employer match about $270,750 at 4% or $180,500 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-7$5,311,623$151,620$21,660iApproximate average salary by contribution assumption: employee only about $541,500 at 4% or $361,000 at 6%; with 50% employer match about $361,000 at 4% or $240,667 at 6%; with 100% employer match about $270,750 at 4% or $180,500 at 6%.
202316$4,266,754$140,208$23,368iApproximate average salary by contribution assumption: employee only about $584,200 at 4% or $389,467 at 6%; with 50% employer match about $389,467 at 4% or $259,644 at 6%; with 100% employer match about $292,100 at 4% or $194,733 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$4,266,754$140,208$23,368iApproximate average salary by contribution assumption: employee only about $584,200 at 4% or $389,467 at 6%; with 50% employer match about $389,467 at 4% or $259,644 at 6%; with 100% employer match about $292,100 at 4% or $194,733 at 6%.
202217$3,680,453$141,527$20,218iApproximate average salary by contribution assumption: employee only about $505,454 at 4% or $336,969 at 6%; with 50% employer match about $336,969 at 4% or $224,646 at 6%; with 100% employer match about $252,727 at 4% or $168,485 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-7$3,680,453$141,527$20,218iApproximate average salary by contribution assumption: employee only about $505,454 at 4% or $336,969 at 6%; with 50% employer match about $336,969 at 4% or $224,646 at 6%; with 100% employer match about $252,727 at 4% or $168,485 at 6%.
202116$4,458,546$146,626$24,438iApproximate average salary by contribution assumption: employee only about $610,942 at 4% or $407,294 at 6%; with 50% employer match about $407,294 at 4% or $271,530 at 6%; with 100% employer match about $305,471 at 4% or $203,647 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$4,458,546$146,626$24,438iApproximate average salary by contribution assumption: employee only about $610,942 at 4% or $407,294 at 6%; with 50% employer match about $407,294 at 4% or $271,530 at 6%; with 100% employer match about $305,471 at 4% or $203,647 at 6%.
202015$3,599,009$122,616$24,523iApproximate average salary by contribution assumption: employee only about $613,080 at 4% or $408,720 at 6%; with 50% employer match about $408,720 at 4% or $272,480 at 6%; with 100% employer match about $306,540 at 4% or $204,360 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-5$3,599,009$122,616$24,523iApproximate average salary by contribution assumption: employee only about $613,080 at 4% or $408,720 at 6%; with 50% employer match about $408,720 at 4% or $272,480 at 6%; with 100% employer match about $306,540 at 4% or $204,360 at 6%.
201916$2,940,268$127,065$21,178iApproximate average salary by contribution assumption: employee only about $529,438 at 4% or $352,958 at 6%; with 50% employer match about $352,958 at 4% or $235,306 at 6%; with 100% employer match about $264,719 at 4% or $176,479 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$2,940,268$127,065$21,178iApproximate average salary by contribution assumption: employee only about $529,438 at 4% or $352,958 at 6%; with 50% employer match about $352,958 at 4% or $235,306 at 6%; with 100% employer match about $264,719 at 4% or $176,479 at 6%.
201814$2,274,630$119,687$29,922iApproximate average salary by contribution assumption: employee only about $748,044 at 4% or $498,696 at 6%; with 50% employer match about $498,696 at 4% or $332,464 at 6%; with 100% employer match about $374,022 at 4% or $249,348 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-4$2,274,630$119,687$29,922iApproximate average salary by contribution assumption: employee only about $748,044 at 4% or $498,696 at 6%; with 50% employer match about $498,696 at 4% or $332,464 at 6%; with 100% employer match about $374,022 at 4% or $249,348 at 6%.
201714$2,334,857$119,256$29,814iApproximate average salary by contribution assumption: employee only about $745,350 at 4% or $496,900 at 6%; with 50% employer match about $496,900 at 4% or $331,267 at 6%; with 100% employer match about $372,675 at 4% or $248,450 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-4$2,334,857$119,256$29,814iApproximate average salary by contribution assumption: employee only about $745,350 at 4% or $496,900 at 6%; with 50% employer match about $496,900 at 4% or $331,267 at 6%; with 100% employer match about $372,675 at 4% or $248,450 at 6%.
201615$2,050,246$120,005$24,001iApproximate average salary by contribution assumption: employee only about $600,025 at 4% or $400,017 at 6%; with 50% employer match about $400,017 at 4% or $266,678 at 6%; with 100% employer match about $300,013 at 4% or $200,008 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-5$2,050,246$120,005$24,001iApproximate average salary by contribution assumption: employee only about $600,025 at 4% or $400,017 at 6%; with 50% employer match about $400,017 at 4% or $266,678 at 6%; with 100% employer match about $300,013 at 4% or $200,008 at 6%.
201517$1,838,010$128,944$18,421iApproximate average salary by contribution assumption: employee only about $460,514 at 4% or $307,010 at 6%; with 50% employer match about $307,010 at 4% or $204,673 at 6%; with 100% employer match about $230,257 at 4% or $153,505 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-7$1,838,010$128,944$18,421iApproximate average salary by contribution assumption: employee only about $460,514 at 4% or $307,010 at 6%; with 50% employer match about $307,010 at 4% or $204,673 at 6%; with 100% employer match about $230,257 at 4% or $153,505 at 6%.
201418$1,827,250$135,420$16,928iApproximate average salary by contribution assumption: employee only about $423,188 at 4% or $282,125 at 6%; with 50% employer match about $282,125 at 4% or $188,083 at 6%; with 100% employer match about $211,594 at 4% or $141,063 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-8$1,827,250$135,420$16,928iApproximate average salary by contribution assumption: employee only about $423,188 at 4% or $282,125 at 6%; with 50% employer match about $282,125 at 4% or $188,083 at 6%; with 100% employer match about $211,594 at 4% or $141,063 at 6%.
201317$1,714,508$123,313$17,616iApproximate average salary by contribution assumption: employee only about $440,404 at 4% or $293,602 at 6%; with 50% employer match about $293,602 at 4% or $195,735 at 6%; with 100% employer match about $220,202 at 4% or $146,801 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-7$1,714,508$123,313$17,616iApproximate average salary by contribution assumption: employee only about $440,404 at 4% or $293,602 at 6%; with 50% employer match about $293,602 at 4% or $195,735 at 6%; with 100% employer match about $220,202 at 4% or $146,801 at 6%.
201216$1,295,358$118,705$19,784iApproximate average salary by contribution assumption: employee only about $494,604 at 4% or $329,736 at 6%; with 50% employer match about $329,736 at 4% or $219,824 at 6%; with 100% employer match about $247,302 at 4% or $164,868 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$1,295,358$118,705$19,784iApproximate average salary by contribution assumption: employee only about $494,604 at 4% or $329,736 at 6%; with 50% employer match about $329,736 at 4% or $219,824 at 6%; with 100% employer match about $247,302 at 4% or $164,868 at 6%.
201116$1,059,780$115,935$19,323iApproximate average salary by contribution assumption: employee only about $483,063 at 4% or $322,042 at 6%; with 50% employer match about $322,042 at 4% or $214,694 at 6%; with 100% employer match about $241,531 at 4% or $161,021 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$1,059,780$115,935$19,323iApproximate average salary by contribution assumption: employee only about $483,063 at 4% or $322,042 at 6%; with 50% employer match about $322,042 at 4% or $214,694 at 6%; with 100% employer match about $241,531 at 4% or $161,021 at 6%.
201016$980,534$111,157$18,526iApproximate average salary by contribution assumption: employee only about $463,154 at 4% or $308,769 at 6%; with 50% employer match about $308,769 at 4% or $205,846 at 6%; with 100% employer match about $231,577 at 4% or $154,385 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$980,534$111,157$18,526iApproximate average salary by contribution assumption: employee only about $463,154 at 4% or $308,769 at 6%; with 50% employer match about $308,769 at 4% or $205,846 at 6%; with 100% employer match about $231,577 at 4% or $154,385 at 6%.
200916$785,933$111,030$18,505iApproximate average salary by contribution assumption: employee only about $462,625 at 4% or $308,417 at 6%; with 50% employer match about $308,417 at 4% or $205,611 at 6%; with 100% employer match about $231,313 at 4% or $154,208 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$785,933$111,030$18,505iApproximate average salary by contribution assumption: employee only about $462,625 at 4% or $308,417 at 6%; with 50% employer match about $308,417 at 4% or $205,611 at 6%; with 100% employer match about $231,313 at 4% or $154,208 at 6%.
200816$590,603$114,043$19,007iApproximate average salary by contribution assumption: employee only about $475,179 at 4% or $316,786 at 6%; with 50% employer match about $316,786 at 4% or $211,191 at 6%; with 100% employer match about $237,590 at 4% or $158,393 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$590,603$114,043$19,007iApproximate average salary by contribution assumption: employee only about $475,179 at 4% or $316,786 at 6%; with 50% employer match about $316,786 at 4% or $211,191 at 6%; with 100% employer match about $237,590 at 4% or $158,393 at 6%.
200716$0$0-
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6---
200616$604,058$106,254$17,709iApproximate average salary by contribution assumption: employee only about $442,725 at 4% or $295,150 at 6%; with 50% employer match about $295,150 at 4% or $196,767 at 6%; with 100% employer match about $221,363 at 4% or $147,575 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$604,058$106,254$17,709iApproximate average salary by contribution assumption: employee only about $442,725 at 4% or $295,150 at 6%; with 50% employer match about $295,150 at 4% or $196,767 at 6%; with 100% employer match about $221,363 at 4% or $147,575 at 6%.
200516$453,798$100,943$16,824iApproximate average salary by contribution assumption: employee only about $420,596 at 4% or $280,397 at 6%; with 50% employer match about $280,397 at 4% or $186,931 at 6%; with 100% employer match about $210,298 at 4% or $140,199 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$453,798$100,943$16,824iApproximate average salary by contribution assumption: employee only about $420,596 at 4% or $280,397 at 6%; with 50% employer match about $280,397 at 4% or $186,931 at 6%; with 100% employer match about $210,298 at 4% or $140,199 at 6%.
200416$330,132$97,142$16,190iApproximate average salary by contribution assumption: employee only about $404,758 at 4% or $269,839 at 6%; with 50% employer match about $269,839 at 4% or $179,893 at 6%; with 100% employer match about $202,379 at 4% or $134,919 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$330,132$97,142$16,190iApproximate average salary by contribution assumption: employee only about $404,758 at 4% or $269,839 at 6%; with 50% employer match about $269,839 at 4% or $179,893 at 6%; with 100% employer match about $202,379 at 4% or $134,919 at 6%.
200316$210,888$91,315$15,219iApproximate average salary by contribution assumption: employee only about $380,479 at 4% or $253,653 at 6%; with 50% employer match about $253,653 at 4% or $169,102 at 6%; with 100% employer match about $190,240 at 4% or $126,826 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-6$210,888$91,315$15,219iApproximate average salary by contribution assumption: employee only about $380,479 at 4% or $253,653 at 6%; with 50% employer match about $253,653 at 4% or $169,102 at 6%; with 100% employer match about $190,240 at 4% or $126,826 at 6%.
200215$115,399$79,763$15,953iApproximate average salary by contribution assumption: employee only about $398,815 at 4% or $265,877 at 6%; with 50% employer match about $265,877 at 4% or $177,251 at 6%; with 100% employer match about $199,408 at 4% or $132,938 at 6%.
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-5$115,399$79,763$15,953iApproximate average salary by contribution assumption: employee only about $398,815 at 4% or $265,877 at 6%; with 50% employer match about $265,877 at 4% or $177,251 at 6%; with 100% employer match about $199,408 at 4% or $132,938 at 6%.
200113$0$0-
Mary H. Smith D.D.S., a PC. 401(K) Profit Sharing Plan-3---