Civic Intelligence

Greg a. Loitz, D.D.S., M.D. Inc.

Plan context: GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN

EIN 77-0069424 • LA Selva Beach, CA • 28 filings • 5 plans

33 Palma AvenueLA Selva Beach, CA 95076
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$3,098,581

2016 Contributions

$118,522

Historical Graphs

Total Assets Over Time

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

$3,098,581$1,549,291$0199920102015YearValue
$3,098,581Latest year 2015

Participants Over Time

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

630199920072015YearValue
4Latest year 2015

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
201620$0$0-
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-0---
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-0$0--
201524$3,098,581$118,522$29,631iApproximate average salary by contribution assumption: employee only about $740,763 at 4% or $493,842 at 6%; with 50% employer match about $493,842 at 4% or $329,228 at 6%; with 100% employer match about $370,381 at 4% or $246,921 at 6%.
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-4$1,848,736$93,093$23,273iApproximate average salary by contribution assumption: employee only about $581,831 at 4% or $387,888 at 6%; with 50% employer match about $387,888 at 4% or $258,592 at 6%; with 100% employer match about $290,916 at 4% or $193,944 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-4$1,249,845$25,429$6,357iApproximate average salary by contribution assumption: employee only about $158,931 at 4% or $105,954 at 6%; with 50% employer match about $105,954 at 4% or $70,636 at 6%; with 100% employer match about $79,466 at 4% or $52,977 at 6%.
201424$2,871,098$117,104$29,276iApproximate average salary by contribution assumption: employee only about $731,900 at 4% or $487,933 at 6%; with 50% employer match about $487,933 at 4% or $325,289 at 6%; with 100% employer match about $365,950 at 4% or $243,967 at 6%.
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-4$1,663,857$93,479$23,370iApproximate average salary by contribution assumption: employee only about $584,244 at 4% or $389,496 at 6%; with 50% employer match about $389,496 at 4% or $259,664 at 6%; with 100% employer match about $292,122 at 4% or $194,748 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-4$1,207,241$23,625$5,906iApproximate average salary by contribution assumption: employee only about $147,656 at 4% or $98,438 at 6%; with 50% employer match about $98,438 at 4% or $65,625 at 6%; with 100% employer match about $73,828 at 4% or $49,219 at 6%.
201325$2,859,848$59,286$11,857iApproximate average salary by contribution assumption: employee only about $296,430 at 4% or $197,620 at 6%; with 50% employer match about $197,620 at 4% or $131,747 at 6%; with 100% employer match about $148,215 at 4% or $98,810 at 6%.
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-5$1,611,045$33,980$6,796iApproximate average salary by contribution assumption: employee only about $169,900 at 4% or $113,267 at 6%; with 50% employer match about $113,267 at 4% or $75,511 at 6%; with 100% employer match about $84,950 at 4% or $56,633 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-4$1,248,803$25,306$6,327iApproximate average salary by contribution assumption: employee only about $158,163 at 4% or $105,442 at 6%; with 50% employer match about $105,442 at 4% or $70,294 at 6%; with 100% employer match about $79,081 at 4% or $52,721 at 6%.
201225$2,629,210$223,100$44,620iApproximate average salary by contribution assumption: employee only about $1,115,500 at 4% or $743,667 at 6%; with 50% employer match about $743,667 at 4% or $495,778 at 6%; with 100% employer match about $557,750 at 4% or $371,833 at 6%.
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-5$1,374,288$202,728$40,546iApproximate average salary by contribution assumption: employee only about $1,013,640 at 4% or $675,760 at 6%; with 50% employer match about $675,760 at 4% or $450,507 at 6%; with 100% employer match about $506,820 at 4% or $337,880 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5$1,254,922$20,372$4,074iApproximate average salary by contribution assumption: employee only about $101,860 at 4% or $67,907 at 6%; with 50% employer match about $67,907 at 4% or $45,271 at 6%; with 100% employer match about $50,930 at 4% or $33,953 at 6%.
201125$2,264,309$225,200$45,040iApproximate average salary by contribution assumption: employee only about $1,126,000 at 4% or $750,667 at 6%; with 50% employer match about $750,667 at 4% or $500,444 at 6%; with 100% employer match about $563,000 at 4% or $375,333 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5$1,202,157$17,733$3,547iApproximate average salary by contribution assumption: employee only about $88,665 at 4% or $59,110 at 6%; with 50% employer match about $59,110 at 4% or $39,407 at 6%; with 100% employer match about $44,333 at 4% or $29,555 at 6%.
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-5$1,062,152$207,467$41,493iApproximate average salary by contribution assumption: employee only about $1,037,335 at 4% or $691,557 at 6%; with 50% employer match about $691,557 at 4% or $461,038 at 6%; with 100% employer match about $518,668 at 4% or $345,778 at 6%.
201025$1,952,814$193,984$38,797iApproximate average salary by contribution assumption: employee only about $969,920 at 4% or $646,613 at 6%; with 50% employer match about $646,613 at 4% or $431,076 at 6%; with 100% employer match about $484,960 at 4% or $323,307 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5$1,196,610$18,000$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-5$756,204$175,984$35,197iApproximate average salary by contribution assumption: employee only about $879,920 at 4% or $586,613 at 6%; with 50% employer match about $586,613 at 4% or $391,076 at 6%; with 100% employer match about $439,960 at 4% or $293,307 at 6%.
200925$1,785,613$224,023$44,805iApproximate average salary by contribution assumption: employee only about $1,120,115 at 4% or $746,743 at 6%; with 50% employer match about $746,743 at 4% or $497,829 at 6%; with 100% employer match about $560,058 at 4% or $373,372 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5$1,221,849$17,584$3,517iApproximate average salary by contribution assumption: employee only about $87,920 at 4% or $58,613 at 6%; with 50% employer match about $58,613 at 4% or $39,076 at 6%; with 100% employer match about $43,960 at 4% or $29,307 at 6%.
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-5$563,764$206,439$41,288iApproximate average salary by contribution assumption: employee only about $1,032,195 at 4% or $688,130 at 6%; with 50% employer match about $688,130 at 4% or $458,753 at 6%; with 100% employer match about $516,098 at 4% or $344,065 at 6%.
200825$0$0-
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5---
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-5---
200725$0$0-
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5---
GREG A. LOITZ, DDS, MD, INC. CASH BALANCE PENSION PLAN-5---
200615$1,099,112$119,705$23,941iApproximate average salary by contribution assumption: employee only about $598,525 at 4% or $399,017 at 6%; with 50% employer match about $399,017 at 4% or $266,011 at 6%; with 100% employer match about $299,263 at 4% or $199,508 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5$1,099,112$119,705$23,941iApproximate average salary by contribution assumption: employee only about $598,525 at 4% or $399,017 at 6%; with 50% employer match about $399,017 at 4% or $266,011 at 6%; with 100% employer match about $299,263 at 4% or $199,508 at 6%.
200515$897,977$50,241$10,048iApproximate average salary by contribution assumption: employee only about $251,205 at 4% or $167,470 at 6%; with 50% employer match about $167,470 at 4% or $111,647 at 6%; with 100% employer match about $125,603 at 4% or $83,735 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5$897,977$50,241$10,048iApproximate average salary by contribution assumption: employee only about $251,205 at 4% or $167,470 at 6%; with 50% employer match about $167,470 at 4% or $111,647 at 6%; with 100% employer match about $125,603 at 4% or $83,735 at 6%.
200414$754,433$48,122$12,031iApproximate average salary by contribution assumption: employee only about $300,763 at 4% or $200,508 at 6%; with 50% employer match about $200,508 at 4% or $133,672 at 6%; with 100% employer match about $150,381 at 4% or $100,254 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-4$754,433$48,122$12,031iApproximate average salary by contribution assumption: employee only about $300,763 at 4% or $200,508 at 6%; with 50% employer match about $200,508 at 4% or $133,672 at 6%; with 100% employer match about $150,381 at 4% or $100,254 at 6%.
200314$0$0-
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-4---
200215$0$0-
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5---
200116$0$0-
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-6---
200012$0$0-
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-2---
199915$331,545$32,833$6,567iApproximate average salary by contribution assumption: employee only about $164,165 at 4% or $109,443 at 6%; with 50% employer match about $109,443 at 4% or $72,962 at 6%; with 100% employer match about $82,083 at 4% or $54,722 at 6%.
Greg a. Loitz, D.D.S., M.D. Inc. Profit Sharing Plan-5$331,545$32,833$6,567iApproximate average salary by contribution assumption: employee only about $164,165 at 4% or $109,443 at 6%; with 50% employer match about $109,443 at 4% or $72,962 at 6%; with 100% employer match about $82,083 at 4% or $54,722 at 6%.