John J Fonder DMD Inc.
Plan context: John J Fonder DMD Inc. Retirement Trust
EIN 73-1378143 • Tulsa, OK • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$5,259,740
2024 Contributions
$37,463
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $5,259,740 | $37,463 | $7,493iApproximate average salary by contribution assumption: employee only about $187,315 at 4% or $124,877 at 6%; with 50% employer match about $124,877 at 4% or $83,251 at 6%; with 100% employer match about $93,658 at 4% or $62,438 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 5 | $5,259,740 | $37,463 | $7,493iApproximate average salary by contribution assumption: employee only about $187,315 at 4% or $124,877 at 6%; with 50% employer match about $124,877 at 4% or $83,251 at 6%; with 100% employer match about $93,658 at 4% or $62,438 at 6%. |
| 2023 | 1 | 5 | $2,568,567 | $41,483 | $8,297iApproximate average salary by contribution assumption: employee only about $207,415 at 4% or $138,277 at 6%; with 50% employer match about $138,277 at 4% or $92,184 at 6%; with 100% employer match about $103,708 at 4% or $69,138 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 5 | $2,568,567 | $41,483 | $8,297iApproximate average salary by contribution assumption: employee only about $207,415 at 4% or $138,277 at 6%; with 50% employer match about $138,277 at 4% or $92,184 at 6%; with 100% employer match about $103,708 at 4% or $69,138 at 6%. |
| 2022 | 1 | 7 | $1,509,783 | $43,841 | $6,263iApproximate average salary by contribution assumption: employee only about $156,575 at 4% or $104,383 at 6%; with 50% employer match about $104,383 at 4% or $69,589 at 6%; with 100% employer match about $78,288 at 4% or $52,192 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 7 | $1,509,783 | $43,841 | $6,263iApproximate average salary by contribution assumption: employee only about $156,575 at 4% or $104,383 at 6%; with 50% employer match about $104,383 at 4% or $69,589 at 6%; with 100% employer match about $78,288 at 4% or $52,192 at 6%. |
| 2021 | 1 | 7 | $2,576,035 | $70,466 | $10,067iApproximate average salary by contribution assumption: employee only about $251,664 at 4% or $167,776 at 6%; with 50% employer match about $167,776 at 4% or $111,851 at 6%; with 100% employer match about $125,832 at 4% or $83,888 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 7 | $2,576,035 | $70,466 | $10,067iApproximate average salary by contribution assumption: employee only about $251,664 at 4% or $167,776 at 6%; with 50% employer match about $167,776 at 4% or $111,851 at 6%; with 100% employer match about $125,832 at 4% or $83,888 at 6%. |
| 2020 | 1 | 6 | $1,890,876 | $37,431 | $6,239iApproximate average salary by contribution assumption: employee only about $155,963 at 4% or $103,975 at 6%; with 50% employer match about $103,975 at 4% or $69,317 at 6%; with 100% employer match about $77,981 at 4% or $51,988 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $1,890,876 | $37,431 | $6,239iApproximate average salary by contribution assumption: employee only about $155,963 at 4% or $103,975 at 6%; with 50% employer match about $103,975 at 4% or $69,317 at 6%; with 100% employer match about $77,981 at 4% or $51,988 at 6%. |
| 2019 | 1 | 6 | $953,515 | $36,155 | $6,026iApproximate average salary by contribution assumption: employee only about $150,646 at 4% or $100,431 at 6%; with 50% employer match about $100,431 at 4% or $66,954 at 6%; with 100% employer match about $75,323 at 4% or $50,215 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $953,515 | $36,155 | $6,026iApproximate average salary by contribution assumption: employee only about $150,646 at 4% or $100,431 at 6%; with 50% employer match about $100,431 at 4% or $66,954 at 6%; with 100% employer match about $75,323 at 4% or $50,215 at 6%. |
| 2018 | 1 | 6 | $675,192 | $39,184 | $6,531iApproximate average salary by contribution assumption: employee only about $163,267 at 4% or $108,844 at 6%; with 50% employer match about $108,844 at 4% or $72,563 at 6%; with 100% employer match about $81,633 at 4% or $54,422 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $675,192 | $39,184 | $6,531iApproximate average salary by contribution assumption: employee only about $163,267 at 4% or $108,844 at 6%; with 50% employer match about $108,844 at 4% or $72,563 at 6%; with 100% employer match about $81,633 at 4% or $54,422 at 6%. |
| 2017 | 1 | 6 | $711,815 | $37,161 | $6,194iApproximate average salary by contribution assumption: employee only about $154,838 at 4% or $103,225 at 6%; with 50% employer match about $103,225 at 4% or $68,817 at 6%; with 100% employer match about $77,419 at 4% or $51,613 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $711,815 | $37,161 | $6,194iApproximate average salary by contribution assumption: employee only about $154,838 at 4% or $103,225 at 6%; with 50% employer match about $103,225 at 4% or $68,817 at 6%; with 100% employer match about $77,419 at 4% or $51,613 at 6%. |
| 2016 | 1 | 4 | $556,958 | $35,864 | $8,966iApproximate average salary by contribution assumption: employee only about $224,150 at 4% or $149,433 at 6%; with 50% employer match about $149,433 at 4% or $99,622 at 6%; with 100% employer match about $112,075 at 4% or $74,717 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 4 | $556,958 | $35,864 | $8,966iApproximate average salary by contribution assumption: employee only about $224,150 at 4% or $149,433 at 6%; with 50% employer match about $149,433 at 4% or $99,622 at 6%; with 100% employer match about $112,075 at 4% or $74,717 at 6%. |
| 2015 | 1 | 6 | $453,751 | $36,388 | $6,065iApproximate average salary by contribution assumption: employee only about $151,617 at 4% or $101,078 at 6%; with 50% employer match about $101,078 at 4% or $67,385 at 6%; with 100% employer match about $75,808 at 4% or $50,539 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $453,751 | $36,388 | $6,065iApproximate average salary by contribution assumption: employee only about $151,617 at 4% or $101,078 at 6%; with 50% employer match about $101,078 at 4% or $67,385 at 6%; with 100% employer match about $75,808 at 4% or $50,539 at 6%. |
| 2014 | 1 | 6 | $443,939 | $35,737 | $5,956iApproximate average salary by contribution assumption: employee only about $148,904 at 4% or $99,269 at 6%; with 50% employer match about $99,269 at 4% or $66,180 at 6%; with 100% employer match about $74,452 at 4% or $49,635 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $443,939 | $35,737 | $5,956iApproximate average salary by contribution assumption: employee only about $148,904 at 4% or $99,269 at 6%; with 50% employer match about $99,269 at 4% or $66,180 at 6%; with 100% employer match about $74,452 at 4% or $49,635 at 6%. |
| 2013 | 1 | 6 | $419,629 | $37,735 | $6,289iApproximate average salary by contribution assumption: employee only about $157,229 at 4% or $104,819 at 6%; with 50% employer match about $104,819 at 4% or $69,880 at 6%; with 100% employer match about $78,615 at 4% or $52,410 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $419,629 | $37,735 | $6,289iApproximate average salary by contribution assumption: employee only about $157,229 at 4% or $104,819 at 6%; with 50% employer match about $104,819 at 4% or $69,880 at 6%; with 100% employer match about $78,615 at 4% or $52,410 at 6%. |
| 2012 | 1 | 6 | $318,321 | $38,668 | $6,445iApproximate average salary by contribution assumption: employee only about $161,117 at 4% or $107,411 at 6%; with 50% employer match about $107,411 at 4% or $71,607 at 6%; with 100% employer match about $80,558 at 4% or $53,706 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $318,321 | $38,668 | $6,445iApproximate average salary by contribution assumption: employee only about $161,117 at 4% or $107,411 at 6%; with 50% employer match about $107,411 at 4% or $71,607 at 6%; with 100% employer match about $80,558 at 4% or $53,706 at 6%. |
| 2011 | 1 | 6 | $253,261 | $36,498 | $6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 6 | $253,261 | $36,498 | $6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%. |
| 2010 | 1 | 5 | $224,429 | $35,034 | $7,007iApproximate average salary by contribution assumption: employee only about $175,170 at 4% or $116,780 at 6%; with 50% employer match about $116,780 at 4% or $77,853 at 6%; with 100% employer match about $87,585 at 4% or $58,390 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 5 | $224,429 | $35,034 | $7,007iApproximate average salary by contribution assumption: employee only about $175,170 at 4% or $116,780 at 6%; with 50% employer match about $116,780 at 4% or $77,853 at 6%; with 100% employer match about $87,585 at 4% or $58,390 at 6%. |
| 2009 | 1 | 5 | $172,033 | $35,108 | $7,022iApproximate average salary by contribution assumption: employee only about $175,540 at 4% or $117,027 at 6%; with 50% employer match about $117,027 at 4% or $78,018 at 6%; with 100% employer match about $87,770 at 4% or $58,513 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 5 | $172,033 | $35,108 | $7,022iApproximate average salary by contribution assumption: employee only about $175,540 at 4% or $117,027 at 6%; with 50% employer match about $117,027 at 4% or $78,018 at 6%; with 100% employer match about $87,770 at 4% or $58,513 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| John J Fonder DMD Inc. Retirement Trust | - | 5 | - | - | - |
| 2006 | 1 | 4 | $81,875 | $25,695 | $6,424iApproximate average salary by contribution assumption: employee only about $160,594 at 4% or $107,063 at 6%; with 50% employer match about $107,063 at 4% or $71,375 at 6%; with 100% employer match about $80,297 at 4% or $53,531 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 4 | $81,875 | $25,695 | $6,424iApproximate average salary by contribution assumption: employee only about $160,594 at 4% or $107,063 at 6%; with 50% employer match about $107,063 at 4% or $71,375 at 6%; with 100% employer match about $80,297 at 4% or $53,531 at 6%. |
| 2005 | 1 | 4 | $51,586 | $24,900 | $6,225iApproximate average salary by contribution assumption: employee only about $155,625 at 4% or $103,750 at 6%; with 50% employer match about $103,750 at 4% or $69,167 at 6%; with 100% employer match about $77,813 at 4% or $51,875 at 6%. |
| John J Fonder DMD Inc. Retirement Trust | - | 4 | $51,586 | $24,900 | $6,225iApproximate average salary by contribution assumption: employee only about $155,625 at 4% or $103,750 at 6%; with 50% employer match about $103,750 at 4% or $69,167 at 6%; with 100% employer match about $77,813 at 4% or $51,875 at 6%. |
| 2004 | 1 | 1 | $24,267 | $0 | - |
| John J Fonder DMD Inc. Retirement Trust | - | 1 | $24,267 | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| John J Fonder DMD Inc. Retirement Trust | - | 1 | - | - | - |