Naoki Ned Shimizu D.D.S. P.A.
Plan context: Naoki Ned Shimizu D.D.S. P.A. 401K Plan
EIN 76-0570939 • Houston, TX • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$899,993
2024 Contributions
$64,580
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 | 2 | $899,993 | $64,580 | $32,290iApproximate average salary by contribution assumption: employee only about $807,250 at 4% or $538,167 at 6%; with 50% employer match about $538,167 at 4% or $358,778 at 6%; with 100% employer match about $403,625 at 4% or $269,083 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 2 | $899,993 | $64,580 | $32,290iApproximate average salary by contribution assumption: employee only about $807,250 at 4% or $538,167 at 6%; with 50% employer match about $538,167 at 4% or $358,778 at 6%; with 100% employer match about $403,625 at 4% or $269,083 at 6%. |
| 2023 | 1 | 2 | $781,389 | $53,640 | $26,820iApproximate average salary by contribution assumption: employee only about $670,500 at 4% or $447,000 at 6%; with 50% employer match about $447,000 at 4% or $298,000 at 6%; with 100% employer match about $335,250 at 4% or $223,500 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 2 | $781,389 | $53,640 | $26,820iApproximate average salary by contribution assumption: employee only about $670,500 at 4% or $447,000 at 6%; with 50% employer match about $447,000 at 4% or $298,000 at 6%; with 100% employer match about $335,250 at 4% or $223,500 at 6%. |
| 2022 | 1 | 3 | $649,290 | $54,858 | $18,286iApproximate average salary by contribution assumption: employee only about $457,150 at 4% or $304,767 at 6%; with 50% employer match about $304,767 at 4% or $203,178 at 6%; with 100% employer match about $228,575 at 4% or $152,383 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 3 | $649,290 | $54,858 | $18,286iApproximate average salary by contribution assumption: employee only about $457,150 at 4% or $304,767 at 6%; with 50% employer match about $304,767 at 4% or $203,178 at 6%; with 100% employer match about $228,575 at 4% or $152,383 at 6%. |
| 2021 | 1 | 3 | $727,846 | $64,132 | $21,377iApproximate average salary by contribution assumption: employee only about $534,433 at 4% or $356,289 at 6%; with 50% employer match about $356,289 at 4% or $237,526 at 6%; with 100% employer match about $267,217 at 4% or $178,144 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 3 | $727,846 | $64,132 | $21,377iApproximate average salary by contribution assumption: employee only about $534,433 at 4% or $356,289 at 6%; with 50% employer match about $356,289 at 4% or $237,526 at 6%; with 100% employer match about $267,217 at 4% or $178,144 at 6%. |
| 2020 | 1 | 3 | $653,461 | $52,210 | $17,403iApproximate average salary by contribution assumption: employee only about $435,083 at 4% or $290,056 at 6%; with 50% employer match about $290,056 at 4% or $193,370 at 6%; with 100% employer match about $217,542 at 4% or $145,028 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 3 | $653,461 | $52,210 | $17,403iApproximate average salary by contribution assumption: employee only about $435,083 at 4% or $290,056 at 6%; with 50% employer match about $290,056 at 4% or $193,370 at 6%; with 100% employer match about $217,542 at 4% or $145,028 at 6%. |
| 2019 | 1 | 3 | $552,755 | $54,022 | $18,007iApproximate average salary by contribution assumption: employee only about $450,183 at 4% or $300,122 at 6%; with 50% employer match about $300,122 at 4% or $200,081 at 6%; with 100% employer match about $225,092 at 4% or $150,061 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 3 | $552,755 | $54,022 | $18,007iApproximate average salary by contribution assumption: employee only about $450,183 at 4% or $300,122 at 6%; with 50% employer match about $300,122 at 4% or $200,081 at 6%; with 100% employer match about $225,092 at 4% or $150,061 at 6%. |
| 2018 | 1 | 4 | $448,319 | $53,645 | $13,411iApproximate average salary by contribution assumption: employee only about $335,281 at 4% or $223,521 at 6%; with 50% employer match about $223,521 at 4% or $149,014 at 6%; with 100% employer match about $167,641 at 4% or $111,760 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 4 | $448,319 | $53,645 | $13,411iApproximate average salary by contribution assumption: employee only about $335,281 at 4% or $223,521 at 6%; with 50% employer match about $223,521 at 4% or $149,014 at 6%; with 100% employer match about $167,641 at 4% or $111,760 at 6%. |
| 2017 | 1 | 4 | $428,472 | $52,020 | $13,005iApproximate average salary by contribution assumption: employee only about $325,125 at 4% or $216,750 at 6%; with 50% employer match about $216,750 at 4% or $144,500 at 6%; with 100% employer match about $162,563 at 4% or $108,375 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 4 | $428,472 | $52,020 | $13,005iApproximate average salary by contribution assumption: employee only about $325,125 at 4% or $216,750 at 6%; with 50% employer match about $216,750 at 4% or $144,500 at 6%; with 100% employer match about $162,563 at 4% or $108,375 at 6%. |
| 2016 | 1 | 4 | $343,436 | $52,894 | $13,224iApproximate average salary by contribution assumption: employee only about $330,588 at 4% or $220,392 at 6%; with 50% employer match about $220,392 at 4% or $146,928 at 6%; with 100% employer match about $165,294 at 4% or $110,196 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 4 | $343,436 | $52,894 | $13,224iApproximate average salary by contribution assumption: employee only about $330,588 at 4% or $220,392 at 6%; with 50% employer match about $220,392 at 4% or $146,928 at 6%; with 100% employer match about $165,294 at 4% or $110,196 at 6%. |
| 2015 | 1 | 2 | $283,280 | $49,200 | $24,600iApproximate average salary by contribution assumption: employee only about $615,000 at 4% or $410,000 at 6%; with 50% employer match about $410,000 at 4% or $273,333 at 6%; with 100% employer match about $307,500 at 4% or $205,000 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 2 | $283,280 | $49,200 | $24,600iApproximate average salary by contribution assumption: employee only about $615,000 at 4% or $410,000 at 6%; with 50% employer match about $410,000 at 4% or $273,333 at 6%; with 100% employer match about $307,500 at 4% or $205,000 at 6%. |
| 2014 | 1 | 2 | $245,562 | $42,200 | $21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 2 | $245,562 | $42,200 | $21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%. |
| 2013 | 1 | 2 | $202,273 | $38,600 | $19,300iApproximate average salary by contribution assumption: employee only about $482,500 at 4% or $321,667 at 6%; with 50% employer match about $321,667 at 4% or $214,444 at 6%; with 100% employer match about $241,250 at 4% or $160,833 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 2 | $202,273 | $38,600 | $19,300iApproximate average salary by contribution assumption: employee only about $482,500 at 4% or $321,667 at 6%; with 50% employer match about $321,667 at 4% or $214,444 at 6%; with 100% employer match about $241,250 at 4% or $160,833 at 6%. |
| 2012 | 1 | 2 | $161,185 | $37,600 | $18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 2 | $161,185 | $37,600 | $18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%. |
| 2011 | 1 | 2 | $112,175 | $36,600 | $18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 2 | $112,175 | $36,600 | $18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%. |
| 2010 | 1 | 2 | $76,926 | $36,600 | $18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 2 | $76,926 | $36,600 | $18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%. |
| 2009 | 1 | 4 | $37,586 | $37,857 | $9,464iApproximate average salary by contribution assumption: employee only about $236,606 at 4% or $157,738 at 6%; with 50% employer match about $157,738 at 4% or $105,158 at 6%; with 100% employer match about $118,303 at 4% or $78,869 at 6%. |
| Naoki Ned Shimizu D.D.S. P.A. 401K Plan | - | 4 | $37,586 | $37,857 | $9,464iApproximate average salary by contribution assumption: employee only about $236,606 at 4% or $157,738 at 6%; with 50% employer match about $157,738 at 4% or $105,158 at 6%; with 100% employer match about $118,303 at 4% or $78,869 at 6%. |