Civic Intelligence

Roger S. LIM, D.D.S., M.S. Inc.

Plan context: Roger S. LIM, D.D.S., M.S. Inc. 401K Plan

EIN 76-0724801 • Sherman Oaks, CA • 33 filings • 6 plans

13308 Moorpark StreetSherman Oaks, CA 91423
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$8,067,655

2024 Contributions

$270,861

Historical Graphs

Total Assets Over Time

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

$8,067,655$4,033,828$0200520152024YearValue
$8,067,655Latest year 2024

Participants Over Time

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

28140200520152024YearValue
28Latest 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
2024228$8,067,655$270,861$9,674iApproximate average salary by contribution assumption: employee only about $241,840 at 4% or $161,227 at 6%; with 50% employer match about $161,227 at 4% or $107,485 at 6%; with 100% employer match about $120,920 at 4% or $80,613 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-28$4,533,762$104,861$3,745iApproximate average salary by contribution assumption: employee only about $93,626 at 4% or $62,417 at 6%; with 50% employer match about $62,417 at 4% or $41,612 at 6%; with 100% employer match about $46,813 at 4% or $31,209 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-19$3,533,893$166,000$8,737iApproximate average salary by contribution assumption: employee only about $218,421 at 4% or $145,614 at 6%; with 50% employer match about $145,614 at 4% or $97,076 at 6%; with 100% employer match about $109,211 at 4% or $72,807 at 6%.
2023221$6,625,527$343,860$16,374iApproximate average salary by contribution assumption: employee only about $409,357 at 4% or $272,905 at 6%; with 50% employer match about $272,905 at 4% or $181,937 at 6%; with 100% employer match about $204,679 at 4% or $136,452 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-21$3,668,297$92,860$4,422iApproximate average salary by contribution assumption: employee only about $110,548 at 4% or $73,698 at 6%; with 50% employer match about $73,698 at 4% or $49,132 at 6%; with 100% employer match about $55,274 at 4% or $36,849 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-12$2,957,230$251,000$20,917iApproximate average salary by contribution assumption: employee only about $522,917 at 4% or $348,611 at 6%; with 50% employer match about $348,611 at 4% or $232,407 at 6%; with 100% employer match about $261,458 at 4% or $174,306 at 6%.
2022222$5,103,282$342,666$15,576iApproximate average salary by contribution assumption: employee only about $389,393 at 4% or $259,595 at 6%; with 50% employer match about $259,595 at 4% or $173,064 at 6%; with 100% employer match about $194,697 at 4% or $129,798 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-22$2,822,286$92,666$4,212iApproximate average salary by contribution assumption: employee only about $105,302 at 4% or $70,202 at 6%; with 50% employer match about $70,202 at 4% or $46,801 at 6%; with 100% employer match about $52,651 at 4% or $35,101 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-11$2,280,996$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2021223$6,145,113$318,565$13,851iApproximate average salary by contribution assumption: employee only about $346,266 at 4% or $230,844 at 6%; with 50% employer match about $230,844 at 4% or $153,896 at 6%; with 100% employer match about $173,133 at 4% or $115,422 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-23$3,703,985$88,565$3,851iApproximate average salary by contribution assumption: employee only about $96,266 at 4% or $64,178 at 6%; with 50% employer match about $64,178 at 4% or $42,785 at 6%; with 100% employer match about $48,133 at 4% or $32,089 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-11$2,441,128$230,000$20,909iApproximate average salary by contribution assumption: employee only about $522,727 at 4% or $348,485 at 6%; with 50% employer match about $348,485 at 4% or $232,323 at 6%; with 100% employer match about $261,364 at 4% or $174,242 at 6%.
2020221$4,960,180$288,049$13,717iApproximate average salary by contribution assumption: employee only about $342,915 at 4% or $228,610 at 6%; with 50% employer match about $228,610 at 4% or $152,407 at 6%; with 100% employer match about $171,458 at 4% or $114,305 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-21$3,043,270$81,049$3,859iApproximate average salary by contribution assumption: employee only about $96,487 at 4% or $64,325 at 6%; with 50% employer match about $64,325 at 4% or $42,883 at 6%; with 100% employer match about $48,243 at 4% or $32,162 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-16$1,916,910$207,000$12,938iApproximate average salary by contribution assumption: employee only about $323,438 at 4% or $215,625 at 6%; with 50% employer match about $215,625 at 4% or $143,750 at 6%; with 100% employer match about $161,719 at 4% or $107,813 at 6%.
2019220$3,814,033$398,231$19,912iApproximate average salary by contribution assumption: employee only about $497,789 at 4% or $331,859 at 6%; with 50% employer match about $331,859 at 4% or $221,239 at 6%; with 100% employer match about $248,894 at 4% or $165,930 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-20$2,352,174$92,231$4,612iApproximate average salary by contribution assumption: employee only about $115,289 at 4% or $76,859 at 6%; with 50% employer match about $76,859 at 4% or $51,239 at 6%; with 100% employer match about $57,644 at 4% or $38,430 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-16$1,461,859$306,000$19,125iApproximate average salary by contribution assumption: employee only about $478,125 at 4% or $318,750 at 6%; with 50% employer match about $318,750 at 4% or $212,500 at 6%; with 100% employer match about $239,063 at 4% or $159,375 at 6%.
2018217$2,786,733$296,174$17,422iApproximate average salary by contribution assumption: employee only about $435,550 at 4% or $290,367 at 6%; with 50% employer match about $290,367 at 4% or $193,578 at 6%; with 100% employer match about $217,775 at 4% or $145,183 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-17$1,842,104$81,424$4,790iApproximate average salary by contribution assumption: employee only about $119,741 at 4% or $79,827 at 6%; with 50% employer match about $79,827 at 4% or $53,218 at 6%; with 100% employer match about $59,871 at 4% or $39,914 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-11$944,629$214,750$19,523iApproximate average salary by contribution assumption: employee only about $488,068 at 4% or $325,379 at 6%; with 50% employer match about $325,379 at 4% or $216,919 at 6%; with 100% employer match about $244,034 at 4% or $162,689 at 6%.
2017213$2,657,228$306,446$23,573iApproximate average salary by contribution assumption: employee only about $589,319 at 4% or $392,879 at 6%; with 50% employer match about $392,879 at 4% or $261,920 at 6%; with 100% employer match about $294,660 at 4% or $196,440 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-13$1,859,188$80,446$6,188iApproximate average salary by contribution assumption: employee only about $154,704 at 4% or $103,136 at 6%; with 50% employer match about $103,136 at 4% or $68,757 at 6%; with 100% employer match about $77,352 at 4% or $51,568 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-11$798,040$226,000$20,545iApproximate average salary by contribution assumption: employee only about $513,636 at 4% or $342,424 at 6%; with 50% employer match about $342,424 at 4% or $228,283 at 6%; with 100% employer match about $256,818 at 4% or $171,212 at 6%.
2016210$1,911,181$276,117$27,612iApproximate average salary by contribution assumption: employee only about $690,293 at 4% or $460,195 at 6%; with 50% employer match about $460,195 at 4% or $306,797 at 6%; with 100% employer match about $345,146 at 4% or $230,098 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-10$1,440,727$77,117$7,712iApproximate average salary by contribution assumption: employee only about $192,793 at 4% or $128,528 at 6%; with 50% employer match about $128,528 at 4% or $85,686 at 6%; with 100% employer match about $96,396 at 4% or $64,264 at 6%.
ROGER S. LIM, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN-7$470,454$199,000$28,429iApproximate average salary by contribution assumption: employee only about $710,714 at 4% or $473,810 at 6%; with 50% employer match about $473,810 at 4% or $315,873 at 6%; with 100% employer match about $355,357 at 4% or $236,905 at 6%.
2015210$1,526,257$215,378$21,538iApproximate average salary by contribution assumption: employee only about $538,445 at 4% or $358,963 at 6%; with 50% employer match about $358,963 at 4% or $239,309 at 6%; with 100% employer match about $269,223 at 4% or $179,482 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-10$1,279,743$115,843$11,584iApproximate average salary by contribution assumption: employee only about $289,608 at 4% or $193,072 at 6%; with 50% employer match about $193,072 at 4% or $128,714 at 6%; with 100% employer match about $144,804 at 4% or $96,536 at 6%.
ROGER S. LIM, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN-7$246,514$99,535$14,219iApproximate average salary by contribution assumption: employee only about $355,482 at 4% or $236,988 at 6%; with 50% employer match about $236,988 at 4% or $157,992 at 6%; with 100% employer match about $177,741 at 4% or $118,494 at 6%.
2014212$1,298,844$155,016$12,918iApproximate average salary by contribution assumption: employee only about $322,950 at 4% or $215,300 at 6%; with 50% employer match about $215,300 at 4% or $143,533 at 6%; with 100% employer match about $161,475 at 4% or $107,650 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-12$1,141,833$85,016$7,085iApproximate average salary by contribution assumption: employee only about $177,117 at 4% or $118,078 at 6%; with 50% employer match about $118,078 at 4% or $78,719 at 6%; with 100% employer match about $88,558 at 4% or $59,039 at 6%.
ROGER S. LIM, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN-7$157,011$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2013214$1,098,609$617,895$44,135iApproximate average salary by contribution assumption: employee only about $1,103,384 at 4% or $735,589 at 6%; with 50% employer match about $735,589 at 4% or $490,393 at 6%; with 100% employer match about $551,692 at 4% or $367,795 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-11$988,176$567,895$51,627iApproximate average salary by contribution assumption: employee only about $1,290,670 at 4% or $860,447 at 6%; with 50% employer match about $860,447 at 4% or $573,631 at 6%; with 100% employer match about $645,335 at 4% or $430,223 at 6%.
ROGER S. LIM, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN-14$110,433$50,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
2012216$368,738$78,249$4,891iApproximate average salary by contribution assumption: employee only about $122,264 at 4% or $81,509 at 6%; with 50% employer match about $81,509 at 4% or $54,340 at 6%; with 100% employer match about $61,132 at 4% or $40,755 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-4$318,341$28,249$7,062iApproximate average salary by contribution assumption: employee only about $176,556 at 4% or $117,704 at 6%; with 50% employer match about $117,704 at 4% or $78,469 at 6%; with 100% employer match about $88,278 at 4% or $58,852 at 6%.
ROGER S. LIM, DDS, MS, INC. DEFINED BENEFIT PENSION PLAN-16$50,397$50,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
201117$246,776$25,716$3,674iApproximate average salary by contribution assumption: employee only about $91,843 at 4% or $61,229 at 6%; with 50% employer match about $61,229 at 4% or $40,819 at 6%; with 100% employer match about $45,921 at 4% or $30,614 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-7$246,776$25,716$3,674iApproximate average salary by contribution assumption: employee only about $91,843 at 4% or $61,229 at 6%; with 50% employer match about $61,229 at 4% or $40,819 at 6%; with 100% employer match about $45,921 at 4% or $30,614 at 6%.
201018$257,150$66,608$8,326iApproximate average salary by contribution assumption: employee only about $208,150 at 4% or $138,767 at 6%; with 50% employer match about $138,767 at 4% or $92,511 at 6%; with 100% employer match about $104,075 at 4% or $69,383 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-8$257,150$66,608$8,326iApproximate average salary by contribution assumption: employee only about $208,150 at 4% or $138,767 at 6%; with 50% employer match about $138,767 at 4% or $92,511 at 6%; with 100% employer match about $104,075 at 4% or $69,383 at 6%.
200918$373,391$59,765$7,471iApproximate average salary by contribution assumption: employee only about $186,766 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,007 at 6%; with 100% employer match about $93,383 at 4% or $62,255 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-8$373,391$59,765$7,471iApproximate average salary by contribution assumption: employee only about $186,766 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,007 at 6%; with 100% employer match about $93,383 at 4% or $62,255 at 6%.
2008112$234,607$57,446$4,787iApproximate average salary by contribution assumption: employee only about $119,679 at 4% or $79,786 at 6%; with 50% employer match about $79,786 at 4% or $53,191 at 6%; with 100% employer match about $59,840 at 4% or $39,893 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-12$234,607$57,446$4,787iApproximate average salary by contribution assumption: employee only about $119,679 at 4% or $79,786 at 6%; with 50% employer match about $79,786 at 4% or $53,191 at 6%; with 100% employer match about $59,840 at 4% or $39,893 at 6%.
200716$301,757$162,793$27,132iApproximate average salary by contribution assumption: employee only about $678,304 at 4% or $452,203 at 6%; with 50% employer match about $452,203 at 4% or $301,469 at 6%; with 100% employer match about $339,152 at 4% or $226,101 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-6$301,757$162,793$27,132iApproximate average salary by contribution assumption: employee only about $678,304 at 4% or $452,203 at 6%; with 50% employer match about $452,203 at 4% or $301,469 at 6%; with 100% employer match about $339,152 at 4% or $226,101 at 6%.
200614$116,560$62,584$15,646iApproximate average salary by contribution assumption: employee only about $391,150 at 4% or $260,767 at 6%; with 50% employer match about $260,767 at 4% or $173,844 at 6%; with 100% employer match about $195,575 at 4% or $130,383 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-4$116,560$62,584$15,646iApproximate average salary by contribution assumption: employee only about $391,150 at 4% or $260,767 at 6%; with 50% employer match about $260,767 at 4% or $173,844 at 6%; with 100% employer match about $195,575 at 4% or $130,383 at 6%.
200511$48,192$47,509$47,509iApproximate average salary by contribution assumption: employee only about $1,187,725 at 4% or $791,817 at 6%; with 50% employer match about $791,817 at 4% or $527,878 at 6%; with 100% employer match about $593,863 at 4% or $395,908 at 6%.
Roger S. LIM, D.D.S., M.S. Inc. 401K Plan-1$48,192$47,509$47,509iApproximate average salary by contribution assumption: employee only about $1,187,725 at 4% or $791,817 at 6%; with 50% employer match about $791,817 at 4% or $527,878 at 6%; with 100% employer match about $593,863 at 4% or $395,908 at 6%.