Win Dental Office
Plan context: Win Dental Office Retirement Trust
EIN 75-2979080 • Daly City, CA • 14 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$640,609
2025 Contributions
$37,557
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $640,609 | $37,557 | $18,779iApproximate average salary by contribution assumption: employee only about $469,463 at 4% or $312,975 at 6%; with 50% employer match about $312,975 at 4% or $208,650 at 6%; with 100% employer match about $234,731 at 4% or $156,488 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $640,609 | $37,557 | $18,779iApproximate average salary by contribution assumption: employee only about $469,463 at 4% or $312,975 at 6%; with 50% employer match about $312,975 at 4% or $208,650 at 6%; with 100% employer match about $234,731 at 4% or $156,488 at 6%. |
| 2024 | 1 | 2 | $528,502 | $36,140 | $18,070iApproximate average salary by contribution assumption: employee only about $451,750 at 4% or $301,167 at 6%; with 50% employer match about $301,167 at 4% or $200,778 at 6%; with 100% employer match about $225,875 at 4% or $150,583 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $528,502 | $36,140 | $18,070iApproximate average salary by contribution assumption: employee only about $451,750 at 4% or $301,167 at 6%; with 50% employer match about $301,167 at 4% or $200,778 at 6%; with 100% employer match about $225,875 at 4% or $150,583 at 6%. |
| 2023 | 1 | 2 | $454,988 | $35,837 | $17,919iApproximate average salary by contribution assumption: employee only about $447,963 at 4% or $298,642 at 6%; with 50% employer match about $298,642 at 4% or $199,094 at 6%; with 100% employer match about $223,981 at 4% or $149,321 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $454,988 | $35,837 | $17,919iApproximate average salary by contribution assumption: employee only about $447,963 at 4% or $298,642 at 6%; with 50% employer match about $298,642 at 4% or $199,094 at 6%; with 100% employer match about $223,981 at 4% or $149,321 at 6%. |
| 2022 | 1 | 2 | $373,877 | $35,627 | $17,814iApproximate average salary by contribution assumption: employee only about $445,338 at 4% or $296,892 at 6%; with 50% employer match about $296,892 at 4% or $197,928 at 6%; with 100% employer match about $222,669 at 4% or $148,446 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $373,877 | $35,627 | $17,814iApproximate average salary by contribution assumption: employee only about $445,338 at 4% or $296,892 at 6%; with 50% employer match about $296,892 at 4% or $197,928 at 6%; with 100% employer match about $222,669 at 4% or $148,446 at 6%. |
| 2021 | 1 | 2 | $395,481 | $29,963 | $14,982iApproximate average salary by contribution assumption: employee only about $374,538 at 4% or $249,692 at 6%; with 50% employer match about $249,692 at 4% or $166,461 at 6%; with 100% employer match about $187,269 at 4% or $124,846 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $395,481 | $29,963 | $14,982iApproximate average salary by contribution assumption: employee only about $374,538 at 4% or $249,692 at 6%; with 50% employer match about $249,692 at 4% or $166,461 at 6%; with 100% employer match about $187,269 at 4% or $124,846 at 6%. |
| 2020 | 1 | 2 | $338,734 | $25,324 | $12,662iApproximate average salary by contribution assumption: employee only about $316,550 at 4% or $211,033 at 6%; with 50% employer match about $211,033 at 4% or $140,689 at 6%; with 100% employer match about $158,275 at 4% or $105,517 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $338,734 | $25,324 | $12,662iApproximate average salary by contribution assumption: employee only about $316,550 at 4% or $211,033 at 6%; with 50% employer match about $211,033 at 4% or $140,689 at 6%; with 100% employer match about $158,275 at 4% or $105,517 at 6%. |
| 2019 | 1 | 2 | $277,302 | $29,809 | $14,905iApproximate average salary by contribution assumption: employee only about $372,613 at 4% or $248,408 at 6%; with 50% employer match about $248,408 at 4% or $165,606 at 6%; with 100% employer match about $186,306 at 4% or $124,204 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $277,302 | $29,809 | $14,905iApproximate average salary by contribution assumption: employee only about $372,613 at 4% or $248,408 at 6%; with 50% employer match about $248,408 at 4% or $165,606 at 6%; with 100% employer match about $186,306 at 4% or $124,204 at 6%. |
| 2018 | 1 | 2 | $206,123 | $22,501 | $11,251iApproximate average salary by contribution assumption: employee only about $281,263 at 4% or $187,508 at 6%; with 50% employer match about $187,508 at 4% or $125,006 at 6%; with 100% employer match about $140,631 at 4% or $93,754 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $206,123 | $22,501 | $11,251iApproximate average salary by contribution assumption: employee only about $281,263 at 4% or $187,508 at 6%; with 50% employer match about $187,508 at 4% or $125,006 at 6%; with 100% employer match about $140,631 at 4% or $93,754 at 6%. |
| 2017 | 1 | 2 | $195,397 | $26,469 | $13,235iApproximate average salary by contribution assumption: employee only about $330,863 at 4% or $220,575 at 6%; with 50% employer match about $220,575 at 4% or $147,050 at 6%; with 100% employer match about $165,431 at 4% or $110,288 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $195,397 | $26,469 | $13,235iApproximate average salary by contribution assumption: employee only about $330,863 at 4% or $220,575 at 6%; with 50% employer match about $220,575 at 4% or $147,050 at 6%; with 100% employer match about $165,431 at 4% or $110,288 at 6%. |
| 2016 | 1 | 2 | $145,589 | $17,070 | $8,535iApproximate average salary by contribution assumption: employee only about $213,375 at 4% or $142,250 at 6%; with 50% employer match about $142,250 at 4% or $94,833 at 6%; with 100% employer match about $106,688 at 4% or $71,125 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $145,589 | $17,070 | $8,535iApproximate average salary by contribution assumption: employee only about $213,375 at 4% or $142,250 at 6%; with 50% employer match about $142,250 at 4% or $94,833 at 6%; with 100% employer match about $106,688 at 4% or $71,125 at 6%. |
| 2015 | 1 | 2 | $117,490 | $27,220 | $13,610iApproximate average salary by contribution assumption: employee only about $340,250 at 4% or $226,833 at 6%; with 50% employer match about $226,833 at 4% or $151,222 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $117,490 | $27,220 | $13,610iApproximate average salary by contribution assumption: employee only about $340,250 at 4% or $226,833 at 6%; with 50% employer match about $226,833 at 4% or $151,222 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%. |
| 2014 | 1 | 2 | $91,422 | $27,220 | $13,610iApproximate average salary by contribution assumption: employee only about $340,250 at 4% or $226,833 at 6%; with 50% employer match about $226,833 at 4% or $151,222 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $91,422 | $27,220 | $13,610iApproximate average salary by contribution assumption: employee only about $340,250 at 4% or $226,833 at 6%; with 50% employer match about $226,833 at 4% or $151,222 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%. |
| 2013 | 1 | 2 | $59,274 | $28,170 | $14,085iApproximate average salary by contribution assumption: employee only about $352,125 at 4% or $234,750 at 6%; with 50% employer match about $234,750 at 4% or $156,500 at 6%; with 100% employer match about $176,063 at 4% or $117,375 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $59,274 | $28,170 | $14,085iApproximate average salary by contribution assumption: employee only about $352,125 at 4% or $234,750 at 6%; with 50% employer match about $234,750 at 4% or $156,500 at 6%; with 100% employer match about $176,063 at 4% or $117,375 at 6%. |
| 2012 | 1 | 2 | $24,247 | $23,243 | $11,622iApproximate average salary by contribution assumption: employee only about $290,538 at 4% or $193,692 at 6%; with 50% employer match about $193,692 at 4% or $129,128 at 6%; with 100% employer match about $145,269 at 4% or $96,846 at 6%. |
| Win Dental Office Retirement Trust | - | 2 | $24,247 | $23,243 | $11,622iApproximate average salary by contribution assumption: employee only about $290,538 at 4% or $193,692 at 6%; with 50% employer match about $193,692 at 4% or $129,128 at 6%; with 100% employer match about $145,269 at 4% or $96,846 at 6%. |