JEROLD H. LIPSON, D.D.S., M.S., INC.
Plan context: Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan
EIN 77-0007165 • Palo Alto, CA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,852,013
2024 Contributions
$93,902
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 | 7 | $2,852,013 | $93,902 | $13,415iApproximate average salary by contribution assumption: employee only about $335,364 at 4% or $223,576 at 6%; with 50% employer match about $223,576 at 4% or $149,051 at 6%; with 100% employer match about $167,682 at 4% or $111,788 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 7 | $2,852,013 | $93,902 | $13,415iApproximate average salary by contribution assumption: employee only about $335,364 at 4% or $223,576 at 6%; with 50% employer match about $223,576 at 4% or $149,051 at 6%; with 100% employer match about $167,682 at 4% or $111,788 at 6%. |
| 2023 | 1 | 7 | $2,549,896 | $89,298 | $12,757iApproximate average salary by contribution assumption: employee only about $318,921 at 4% or $212,614 at 6%; with 50% employer match about $212,614 at 4% or $141,743 at 6%; with 100% employer match about $159,461 at 4% or $106,307 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 7 | $2,549,896 | $89,298 | $12,757iApproximate average salary by contribution assumption: employee only about $318,921 at 4% or $212,614 at 6%; with 50% employer match about $212,614 at 4% or $141,743 at 6%; with 100% employer match about $159,461 at 4% or $106,307 at 6%. |
| 2022 | 1 | 6 | $2,210,911 | $82,821 | $13,804iApproximate average salary by contribution assumption: employee only about $345,088 at 4% or $230,058 at 6%; with 50% employer match about $230,058 at 4% or $153,372 at 6%; with 100% employer match about $172,544 at 4% or $115,029 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | $2,210,911 | $82,821 | $13,804iApproximate average salary by contribution assumption: employee only about $345,088 at 4% or $230,058 at 6%; with 50% employer match about $230,058 at 4% or $153,372 at 6%; with 100% employer match about $172,544 at 4% or $115,029 at 6%. |
| 2021 | 1 | 6 | $2,467,587 | $79,674 | $13,279iApproximate average salary by contribution assumption: employee only about $331,975 at 4% or $221,317 at 6%; with 50% employer match about $221,317 at 4% or $147,544 at 6%; with 100% employer match about $165,988 at 4% or $110,658 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | $2,467,587 | $79,674 | $13,279iApproximate average salary by contribution assumption: employee only about $331,975 at 4% or $221,317 at 6%; with 50% employer match about $221,317 at 4% or $147,544 at 6%; with 100% employer match about $165,988 at 4% or $110,658 at 6%. |
| 2020 | 1 | 7 | $2,185,441 | $76,840 | $10,977iApproximate average salary by contribution assumption: employee only about $274,429 at 4% or $182,952 at 6%; with 50% employer match about $182,952 at 4% or $121,968 at 6%; with 100% employer match about $137,214 at 4% or $91,476 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 7 | $2,185,441 | $76,840 | $10,977iApproximate average salary by contribution assumption: employee only about $274,429 at 4% or $182,952 at 6%; with 50% employer match about $182,952 at 4% or $121,968 at 6%; with 100% employer match about $137,214 at 4% or $91,476 at 6%. |
| 2019 | 1 | 7 | $1,909,305 | $80,443 | $11,492iApproximate average salary by contribution assumption: employee only about $287,296 at 4% or $191,531 at 6%; with 50% employer match about $191,531 at 4% or $127,687 at 6%; with 100% employer match about $143,648 at 4% or $95,765 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 7 | $1,909,305 | $80,443 | $11,492iApproximate average salary by contribution assumption: employee only about $287,296 at 4% or $191,531 at 6%; with 50% employer match about $191,531 at 4% or $127,687 at 6%; with 100% employer match about $143,648 at 4% or $95,765 at 6%. |
| 2018 | 1 | 6 | $1,589,802 | $79,922 | $13,320iApproximate average salary by contribution assumption: employee only about $333,008 at 4% or $222,006 at 6%; with 50% employer match about $222,006 at 4% or $148,004 at 6%; with 100% employer match about $166,504 at 4% or $111,003 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | $1,589,802 | $79,922 | $13,320iApproximate average salary by contribution assumption: employee only about $333,008 at 4% or $222,006 at 6%; with 50% employer match about $222,006 at 4% or $148,004 at 6%; with 100% employer match about $166,504 at 4% or $111,003 at 6%. |
| 2017 | 1 | 6 | $1,647,574 | $73,490 | $12,248iApproximate average salary by contribution assumption: employee only about $306,208 at 4% or $204,139 at 6%; with 50% employer match about $204,139 at 4% or $136,093 at 6%; with 100% employer match about $153,104 at 4% or $102,069 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | $1,647,574 | $73,490 | $12,248iApproximate average salary by contribution assumption: employee only about $306,208 at 4% or $204,139 at 6%; with 50% employer match about $204,139 at 4% or $136,093 at 6%; with 100% employer match about $153,104 at 4% or $102,069 at 6%. |
| 2016 | 1 | 8 | $1,397,943 | $74,729 | $9,341iApproximate average salary by contribution assumption: employee only about $233,528 at 4% or $155,685 at 6%; with 50% employer match about $155,685 at 4% or $103,790 at 6%; with 100% employer match about $116,764 at 4% or $77,843 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 8 | $1,397,943 | $74,729 | $9,341iApproximate average salary by contribution assumption: employee only about $233,528 at 4% or $155,685 at 6%; with 50% employer match about $155,685 at 4% or $103,790 at 6%; with 100% employer match about $116,764 at 4% or $77,843 at 6%. |
| 2015 | 1 | 7 | $1,264,316 | $72,373 | $10,339iApproximate average salary by contribution assumption: employee only about $258,475 at 4% or $172,317 at 6%; with 50% employer match about $172,317 at 4% or $114,878 at 6%; with 100% employer match about $129,238 at 4% or $86,158 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 7 | $1,264,316 | $72,373 | $10,339iApproximate average salary by contribution assumption: employee only about $258,475 at 4% or $172,317 at 6%; with 50% employer match about $172,317 at 4% or $114,878 at 6%; with 100% employer match about $129,238 at 4% or $86,158 at 6%. |
| 2014 | 1 | 8 | $1,252,678 | $65,835 | $8,229iApproximate average salary by contribution assumption: employee only about $205,734 at 4% or $137,156 at 6%; with 50% employer match about $137,156 at 4% or $91,438 at 6%; with 100% employer match about $102,867 at 4% or $68,578 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 8 | $1,252,678 | $65,835 | $8,229iApproximate average salary by contribution assumption: employee only about $205,734 at 4% or $137,156 at 6%; with 50% employer match about $137,156 at 4% or $91,438 at 6%; with 100% employer match about $102,867 at 4% or $68,578 at 6%. |
| 2013 | 1 | 7 | $1,153,718 | $62,116 | $8,874iApproximate average salary by contribution assumption: employee only about $221,843 at 4% or $147,895 at 6%; with 50% employer match about $147,895 at 4% or $98,597 at 6%; with 100% employer match about $110,921 at 4% or $73,948 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 7 | $1,153,718 | $62,116 | $8,874iApproximate average salary by contribution assumption: employee only about $221,843 at 4% or $147,895 at 6%; with 50% employer match about $147,895 at 4% or $98,597 at 6%; with 100% employer match about $110,921 at 4% or $73,948 at 6%. |
| 2012 | 1 | 8 | $1,010,187 | $231,252 | $28,907iApproximate average salary by contribution assumption: employee only about $722,663 at 4% or $481,775 at 6%; with 50% employer match about $481,775 at 4% or $321,183 at 6%; with 100% employer match about $361,331 at 4% or $240,888 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 8 | $1,010,187 | $231,252 | $28,907iApproximate average salary by contribution assumption: employee only about $722,663 at 4% or $481,775 at 6%; with 50% employer match about $481,775 at 4% or $321,183 at 6%; with 100% employer match about $361,331 at 4% or $240,888 at 6%. |
| 2011 | 1 | 7 | $845,333 | $60,336 | $8,619iApproximate average salary by contribution assumption: employee only about $215,486 at 4% or $143,657 at 6%; with 50% employer match about $143,657 at 4% or $95,771 at 6%; with 100% employer match about $107,743 at 4% or $71,829 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 7 | $845,333 | $60,336 | $8,619iApproximate average salary by contribution assumption: employee only about $215,486 at 4% or $143,657 at 6%; with 50% employer match about $143,657 at 4% or $95,771 at 6%; with 100% employer match about $107,743 at 4% or $71,829 at 6%. |
| 2010 | 1 | 8 | $5,662,445 | $60,968 | $7,621iApproximate average salary by contribution assumption: employee only about $190,525 at 4% or $127,017 at 6%; with 50% employer match about $127,017 at 4% or $84,678 at 6%; with 100% employer match about $95,263 at 4% or $63,508 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 8 | $5,662,445 | $60,968 | $7,621iApproximate average salary by contribution assumption: employee only about $190,525 at 4% or $127,017 at 6%; with 50% employer match about $127,017 at 4% or $84,678 at 6%; with 100% employer match about $95,263 at 4% or $63,508 at 6%. |
| 2009 | 1 | 10 | $5,363,617 | $67,286 | $6,729iApproximate average salary by contribution assumption: employee only about $168,215 at 4% or $112,143 at 6%; with 50% employer match about $112,143 at 4% or $74,762 at 6%; with 100% employer match about $84,108 at 4% or $56,072 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 10 | $5,363,617 | $67,286 | $6,729iApproximate average salary by contribution assumption: employee only about $168,215 at 4% or $112,143 at 6%; with 50% employer match about $112,143 at 4% or $74,762 at 6%; with 100% employer match about $84,108 at 4% or $56,072 at 6%. |
| 2008 | 1 | 9 | $4,281,722 | $65,035 | $7,226iApproximate average salary by contribution assumption: employee only about $180,653 at 4% or $120,435 at 6%; with 50% employer match about $120,435 at 4% or $80,290 at 6%; with 100% employer match about $90,326 at 4% or $60,218 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 9 | $4,281,722 | $65,035 | $7,226iApproximate average salary by contribution assumption: employee only about $180,653 at 4% or $120,435 at 6%; with 50% employer match about $120,435 at 4% or $80,290 at 6%; with 100% employer match about $90,326 at 4% or $60,218 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 8 | - | - | - |
| 2006 | 1 | 8 | $5,256,098 | $58,120 | $7,265iApproximate average salary by contribution assumption: employee only about $181,625 at 4% or $121,083 at 6%; with 50% employer match about $121,083 at 4% or $80,722 at 6%; with 100% employer match about $90,813 at 4% or $60,542 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 8 | $5,256,098 | $58,120 | $7,265iApproximate average salary by contribution assumption: employee only about $181,625 at 4% or $121,083 at 6%; with 50% employer match about $121,083 at 4% or $80,722 at 6%; with 100% employer match about $90,813 at 4% or $60,542 at 6%. |
| 2005 | 1 | 6 | $4,908,427 | $75,403 | $12,567iApproximate average salary by contribution assumption: employee only about $314,179 at 4% or $209,453 at 6%; with 50% employer match about $209,453 at 4% or $139,635 at 6%; with 100% employer match about $157,090 at 4% or $104,726 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | $4,908,427 | $75,403 | $12,567iApproximate average salary by contribution assumption: employee only about $314,179 at 4% or $209,453 at 6%; with 50% employer match about $209,453 at 4% or $139,635 at 6%; with 100% employer match about $157,090 at 4% or $104,726 at 6%. |
| 2004 | 1 | 6 | $4,375,829 | $96,834 | $16,139iApproximate average salary by contribution assumption: employee only about $403,475 at 4% or $268,983 at 6%; with 50% employer match about $268,983 at 4% or $179,322 at 6%; with 100% employer match about $201,738 at 4% or $134,492 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | $4,375,829 | $96,834 | $16,139iApproximate average salary by contribution assumption: employee only about $403,475 at 4% or $268,983 at 6%; with 50% employer match about $268,983 at 4% or $179,322 at 6%; with 100% employer match about $201,738 at 4% or $134,492 at 6%. |
| 2003 | 1 | 6 | $3,977,790 | $89,141 | $14,857iApproximate average salary by contribution assumption: employee only about $371,421 at 4% or $247,614 at 6%; with 50% employer match about $247,614 at 4% or $165,076 at 6%; with 100% employer match about $185,710 at 4% or $123,807 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | $3,977,790 | $89,141 | $14,857iApproximate average salary by contribution assumption: employee only about $371,421 at 4% or $247,614 at 6%; with 50% employer match about $247,614 at 4% or $165,076 at 6%; with 100% employer match about $185,710 at 4% or $123,807 at 6%. |
| 2002 | 1 | 5 | $2,903,815 | $72,739 | $14,548iApproximate average salary by contribution assumption: employee only about $363,695 at 4% or $242,463 at 6%; with 50% employer match about $242,463 at 4% or $161,642 at 6%; with 100% employer match about $181,848 at 4% or $121,232 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 5 | $2,903,815 | $72,739 | $14,548iApproximate average salary by contribution assumption: employee only about $363,695 at 4% or $242,463 at 6%; with 50% employer match about $242,463 at 4% or $161,642 at 6%; with 100% employer match about $181,848 at 4% or $121,232 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $3,549,005 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 6 | $3,549,005 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 1999 | 1 | 7 | $3,429,227 | $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%. |
| Jerold H. Lipson, D.D.S., M.S. Inc. Profit Sharing Plan | - | 7 | $3,429,227 | $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%. |