Civic Intelligence

RAEL BERNSTEIN, DDS, A P.C.

Plan context: RAEL BERNSTEIN D.D.S., APC 401(K) PLAN

EIN 73-1636529 • Santa Rosa, CA • 11 filings • 3 plans

2245 Montgomery DriveSanta Rosa, CA 95405
Current Snapshot

Latest Year

2025

2025 Participants

63

2025 Assets

$332,199

2025 Contributions

$88,179

Historical Graphs

Total Assets Over Time

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

$600,376$300,188$0200920222025YearValue
$332,199Latest year 2025

Participants Over Time

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

65330200720212025YearValue
63Latest year 2025

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
2025163$332,199$88,179$1,400iApproximate average salary by contribution assumption: employee only about $34,992 at 4% or $23,328 at 6%; with 50% employer match about $23,328 at 4% or $15,552 at 6%; with 100% employer match about $17,496 at 4% or $11,664 at 6%.
RAEL BERNSTEIN D.D.S., APC 401(K) PLAN-63$332,199$88,179$1,400iApproximate average salary by contribution assumption: employee only about $34,992 at 4% or $23,328 at 6%; with 50% employer match about $23,328 at 4% or $15,552 at 6%; with 100% employer match about $17,496 at 4% or $11,664 at 6%.
2024165$204,057$91,810$1,412iApproximate average salary by contribution assumption: employee only about $35,312 at 4% or $23,541 at 6%; with 50% employer match about $23,541 at 4% or $15,694 at 6%; with 100% employer match about $17,656 at 4% or $11,771 at 6%.
RAEL BERNSTEIN D.D.S., APC 401(K) PLAN-65$204,057$91,810$1,412iApproximate average salary by contribution assumption: employee only about $35,312 at 4% or $23,541 at 6%; with 50% employer match about $23,541 at 4% or $15,694 at 6%; with 100% employer match about $17,656 at 4% or $11,771 at 6%.
2023156$105,019$53,256$951iApproximate average salary by contribution assumption: employee only about $23,775 at 4% or $15,850 at 6%; with 50% employer match about $15,850 at 4% or $10,567 at 6%; with 100% employer match about $11,888 at 4% or $7,925 at 6%.
RAEL BERNSTEIN D.D.S., APC 401(K) PLAN-56$105,019$53,256$951iApproximate average salary by contribution assumption: employee only about $23,775 at 4% or $15,850 at 6%; with 50% employer match about $15,850 at 4% or $10,567 at 6%; with 100% employer match about $11,888 at 4% or $7,925 at 6%.
2022146$40,398$51,754$1,125iApproximate average salary by contribution assumption: employee only about $28,127 at 4% or $18,751 at 6%; with 50% employer match about $18,751 at 4% or $12,501 at 6%; with 100% employer match about $14,064 at 4% or $9,376 at 6%.
RAEL BERNSTEIN D.D.S., APC 401(K) PLAN-46$40,398$51,754$1,125iApproximate average salary by contribution assumption: employee only about $28,127 at 4% or $18,751 at 6%; with 50% employer match about $18,751 at 4% or $12,501 at 6%; with 100% employer match about $14,064 at 4% or $9,376 at 6%.
2021120$13,924$13,758$688iApproximate average salary by contribution assumption: employee only about $17,198 at 4% or $11,465 at 6%; with 50% employer match about $11,465 at 4% or $7,643 at 6%; with 100% employer match about $8,599 at 4% or $5,733 at 6%.
RAEL BERNSTEIN D.D.S., APC 401(K) PLAN-20$13,924$13,758$688iApproximate average salary by contribution assumption: employee only about $17,198 at 4% or $11,465 at 6%; with 50% employer match about $11,465 at 4% or $7,643 at 6%; with 100% employer match about $8,599 at 4% or $5,733 at 6%.
201210$0$0-
RAEL BERNSTEIN, DDS, A P.C. 401(K) PLAN-0$0--
2011113$600,376$82,194$6,323iApproximate average salary by contribution assumption: employee only about $158,065 at 4% or $105,377 at 6%; with 50% employer match about $105,377 at 4% or $70,251 at 6%; with 100% employer match about $79,033 at 4% or $52,688 at 6%.
RAEL BERNSTEIN, DDS, A P.C. 401(K) PLAN-13$600,376$82,194$6,323iApproximate average salary by contribution assumption: employee only about $158,065 at 4% or $105,377 at 6%; with 50% employer match about $105,377 at 4% or $70,251 at 6%; with 100% employer match about $79,033 at 4% or $52,688 at 6%.
2010115$528,230$203,725$13,582iApproximate average salary by contribution assumption: employee only about $339,542 at 4% or $226,361 at 6%; with 50% employer match about $226,361 at 4% or $150,907 at 6%; with 100% employer match about $169,771 at 4% or $113,181 at 6%.
RAEL BERNSTEIN, DDS, A P.C. 401(K) PLAN-15$528,230$203,725$13,582iApproximate average salary by contribution assumption: employee only about $339,542 at 4% or $226,361 at 6%; with 50% employer match about $226,361 at 4% or $150,907 at 6%; with 100% employer match about $169,771 at 4% or $113,181 at 6%.
2009112$283,734$72,157$6,013iApproximate average salary by contribution assumption: employee only about $150,327 at 4% or $100,218 at 6%; with 50% employer match about $100,218 at 4% or $66,812 at 6%; with 100% employer match about $75,164 at 4% or $50,109 at 6%.
RAEL BERNSTEIN, DDS, A P.C. 401(K) PLAN-12$283,734$72,157$6,013iApproximate average salary by contribution assumption: employee only about $150,327 at 4% or $100,218 at 6%; with 50% employer match about $100,218 at 4% or $66,812 at 6%; with 100% employer match about $75,164 at 4% or $50,109 at 6%.
2008110$0$0-
RAEL BERNSTEIN, DDS, A P.C. 401K PLAN-10---
200717$0$0-
RAEL BERNSTEIN, DDS, A P.C. 401K PLAN-7---