Mark W. Joiner, D.D.S.
Plan context: Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan
EIN 77-0130105 • Santa Cruz, CA • 32 filings • 7 plans
Current Snapshot
Latest Year
2021
2021 Participants
13
2021 Assets
$6,138,031
2021 Contributions
$249,096
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 0 | $0 | $0 | - |
| MARK W. JOINER, D. D. S. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2020 | 2 | 13 | $6,138,031 | $249,096 | $19,161iApproximate average salary by contribution assumption: employee only about $479,031 at 4% or $319,354 at 6%; with 50% employer match about $319,354 at 4% or $212,903 at 6%; with 100% employer match about $239,515 at 4% or $159,677 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 13 | $4,104,877 | $29,096 | $2,238iApproximate average salary by contribution assumption: employee only about $55,954 at 4% or $37,303 at 6%; with 50% employer match about $37,303 at 4% or $24,868 at 6%; with 100% employer match about $27,977 at 4% or $18,651 at 6%. |
| MARK W. JOINER, D.D.S. CASH BALANCE PLAN | - | 11 | $2,033,154 | $220,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2019 | 2 | 14 | $5,358,133 | $299,971 | $21,427iApproximate average salary by contribution assumption: employee only about $535,663 at 4% or $357,108 at 6%; with 50% employer match about $357,108 at 4% or $238,072 at 6%; with 100% employer match about $267,831 at 4% or $178,554 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 14 | $3,705,025 | $46,971 | $3,355iApproximate average salary by contribution assumption: employee only about $83,877 at 4% or $55,918 at 6%; with 50% employer match about $55,918 at 4% or $37,279 at 6%; with 100% employer match about $41,938 at 4% or $27,959 at 6%. |
| MARK W. JOINER, D.D.S. CASH BALANCE PLAN | - | 12 | $1,653,108 | $253,000 | $21,083iApproximate average salary by contribution assumption: employee only about $527,083 at 4% or $351,389 at 6%; with 50% employer match about $351,389 at 4% or $234,259 at 6%; with 100% employer match about $263,542 at 4% or $175,694 at 6%. |
| 2018 | 2 | 14 | $4,353,310 | $295,265 | $21,090iApproximate average salary by contribution assumption: employee only about $527,259 at 4% or $351,506 at 6%; with 50% employer match about $351,506 at 4% or $234,337 at 6%; with 100% employer match about $263,629 at 4% or $175,753 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 14 | $3,115,882 | $44,265 | $3,162iApproximate average salary by contribution assumption: employee only about $79,045 at 4% or $52,696 at 6%; with 50% employer match about $52,696 at 4% or $35,131 at 6%; with 100% employer match about $39,522 at 4% or $26,348 at 6%. |
| MARK W. JOINER, D.D.S. CASH BALANCE PLAN | - | 12 | $1,237,428 | $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%. |
| 2017 | 2 | 13 | $4,212,983 | $265,874 | $20,452iApproximate average salary by contribution assumption: employee only about $511,296 at 4% or $340,864 at 6%; with 50% employer match about $340,864 at 4% or $227,243 at 6%; with 100% employer match about $255,648 at 4% or $170,432 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 13 | $3,195,662 | $45,047 | $3,465iApproximate average salary by contribution assumption: employee only about $86,629 at 4% or $57,753 at 6%; with 50% employer match about $57,753 at 4% or $38,502 at 6%; with 100% employer match about $43,314 at 4% or $28,876 at 6%. |
| MARK W. JOINER, D.D.S. CASH BALANCE PLAN | - | 12 | $1,017,321 | $220,827 | $18,402iApproximate average salary by contribution assumption: employee only about $460,056 at 4% or $306,704 at 6%; with 50% employer match about $306,704 at 4% or $204,469 at 6%; with 100% employer match about $230,028 at 4% or $153,352 at 6%. |
| 2016 | 2 | 12 | $3,464,386 | $287,425 | $23,952iApproximate average salary by contribution assumption: employee only about $598,802 at 4% or $399,201 at 6%; with 50% employer match about $399,201 at 4% or $266,134 at 6%; with 100% employer match about $299,401 at 4% or $199,601 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 12 | $2,748,036 | $43,210 | $3,601iApproximate average salary by contribution assumption: employee only about $90,021 at 4% or $60,014 at 6%; with 50% employer match about $60,014 at 4% or $40,009 at 6%; with 100% employer match about $45,010 at 4% or $30,007 at 6%. |
| MARK W. JOINER, D.D.S. CASH BALANCE PLAN | - | 11 | $716,350 | $244,215 | $22,201iApproximate average salary by contribution assumption: employee only about $555,034 at 4% or $370,023 at 6%; with 50% employer match about $370,023 at 4% or $246,682 at 6%; with 100% employer match about $277,517 at 4% or $185,011 at 6%. |
| 2015 | 2 | 13 | $2,961,234 | $269,857 | $20,758iApproximate average salary by contribution assumption: employee only about $518,956 at 4% or $345,971 at 6%; with 50% employer match about $345,971 at 4% or $230,647 at 6%; with 100% employer match about $259,478 at 4% or $172,985 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 13 | $2,511,282 | $39,465 | $3,036iApproximate average salary by contribution assumption: employee only about $75,894 at 4% or $50,596 at 6%; with 50% employer match about $50,596 at 4% or $33,731 at 6%; with 100% employer match about $37,947 at 4% or $25,298 at 6%. |
| MARK W. JOINER, D.D.S. CASH BALANCE PLAN | - | 12 | $449,952 | $230,392 | $19,199iApproximate average salary by contribution assumption: employee only about $479,983 at 4% or $319,989 at 6%; with 50% employer match about $319,989 at 4% or $213,326 at 6%; with 100% employer match about $239,992 at 4% or $159,994 at 6%. |
| 2014 | 2 | 13 | $2,742,371 | $262,432 | $20,187iApproximate average salary by contribution assumption: employee only about $504,677 at 4% or $336,451 at 6%; with 50% employer match about $336,451 at 4% or $224,301 at 6%; with 100% employer match about $252,338 at 4% or $168,226 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 13 | $2,524,026 | $44,087 | $3,391iApproximate average salary by contribution assumption: employee only about $84,783 at 4% or $56,522 at 6%; with 50% employer match about $56,522 at 4% or $37,681 at 6%; with 100% employer match about $42,391 at 4% or $28,261 at 6%. |
| MARK W. JOINER, D.D.S. CASH BALANCE PLAN | - | 12 | $218,345 | $218,345 | $18,195iApproximate average salary by contribution assumption: employee only about $454,885 at 4% or $303,257 at 6%; with 50% employer match about $303,257 at 4% or $202,171 at 6%; with 100% employer match about $227,443 at 4% or $151,628 at 6%. |
| 2013 | 1 | 15 | $2,515,027 | $86,099 | $5,740iApproximate average salary by contribution assumption: employee only about $143,498 at 4% or $95,666 at 6%; with 50% employer match about $95,666 at 4% or $63,777 at 6%; with 100% employer match about $71,749 at 4% or $47,833 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 15 | $2,515,027 | $86,099 | $5,740iApproximate average salary by contribution assumption: employee only about $143,498 at 4% or $95,666 at 6%; with 50% employer match about $95,666 at 4% or $63,777 at 6%; with 100% employer match about $71,749 at 4% or $47,833 at 6%. |
| 2012 | 1 | 14 | $2,131,110 | $86,051 | $6,147iApproximate average salary by contribution assumption: employee only about $153,663 at 4% or $102,442 at 6%; with 50% employer match about $102,442 at 4% or $68,294 at 6%; with 100% employer match about $76,831 at 4% or $51,221 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 14 | $2,131,110 | $86,051 | $6,147iApproximate average salary by contribution assumption: employee only about $153,663 at 4% or $102,442 at 6%; with 50% employer match about $102,442 at 4% or $68,294 at 6%; with 100% employer match about $76,831 at 4% or $51,221 at 6%. |
| 2011 | 1 | 14 | $1,837,023 | $82,363 | $5,883iApproximate average salary by contribution assumption: employee only about $147,077 at 4% or $98,051 at 6%; with 50% employer match about $98,051 at 4% or $65,367 at 6%; with 100% employer match about $73,538 at 4% or $49,026 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 14 | $1,837,023 | $82,363 | $5,883iApproximate average salary by contribution assumption: employee only about $147,077 at 4% or $98,051 at 6%; with 50% employer match about $98,051 at 4% or $65,367 at 6%; with 100% employer match about $73,538 at 4% or $49,026 at 6%. |
| 2010 | 1 | 15 | $1,765,569 | $84,847 | $5,656iApproximate average salary by contribution assumption: employee only about $141,412 at 4% or $94,274 at 6%; with 50% employer match about $94,274 at 4% or $62,850 at 6%; with 100% employer match about $70,706 at 4% or $47,137 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 15 | $1,765,569 | $84,847 | $5,656iApproximate average salary by contribution assumption: employee only about $141,412 at 4% or $94,274 at 6%; with 50% employer match about $94,274 at 4% or $62,850 at 6%; with 100% employer match about $70,706 at 4% or $47,137 at 6%. |
| 2009 | 1 | 16 | $1,524,324 | $81,176 | $5,074iApproximate average salary by contribution assumption: employee only about $126,838 at 4% or $84,558 at 6%; with 50% employer match about $84,558 at 4% or $56,372 at 6%; with 100% employer match about $63,419 at 4% or $42,279 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 16 | $1,524,324 | $81,176 | $5,074iApproximate average salary by contribution assumption: employee only about $126,838 at 4% or $84,558 at 6%; with 50% employer match about $84,558 at 4% or $56,372 at 6%; with 100% employer match about $63,419 at 4% or $42,279 at 6%. |
| 2008 | 1 | 12 | $1,201,094 | $78,399 | $6,533iApproximate average salary by contribution assumption: employee only about $163,331 at 4% or $108,888 at 6%; with 50% employer match about $108,888 at 4% or $72,592 at 6%; with 100% employer match about $81,666 at 4% or $54,444 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 12 | $1,201,094 | $78,399 | $6,533iApproximate average salary by contribution assumption: employee only about $163,331 at 4% or $108,888 at 6%; with 50% employer match about $108,888 at 4% or $72,592 at 6%; with 100% employer match about $81,666 at 4% or $54,444 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 12 | - | - | - |
| 2006 | 1 | 14 | $1,271,655 | $79,096 | $5,650iApproximate average salary by contribution assumption: employee only about $141,243 at 4% or $94,162 at 6%; with 50% employer match about $94,162 at 4% or $62,775 at 6%; with 100% employer match about $70,621 at 4% or $47,081 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 14 | $1,271,655 | $79,096 | $5,650iApproximate average salary by contribution assumption: employee only about $141,243 at 4% or $94,162 at 6%; with 50% employer match about $94,162 at 4% or $62,775 at 6%; with 100% employer match about $70,621 at 4% or $47,081 at 6%. |
| 2005 | 1 | 13 | $1,079,067 | $73,082 | $5,622iApproximate average salary by contribution assumption: employee only about $140,542 at 4% or $93,695 at 6%; with 50% employer match about $93,695 at 4% or $62,463 at 6%; with 100% employer match about $70,271 at 4% or $46,847 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 13 | $1,079,067 | $73,082 | $5,622iApproximate average salary by contribution assumption: employee only about $140,542 at 4% or $93,695 at 6%; with 50% employer match about $93,695 at 4% or $62,463 at 6%; with 100% employer match about $70,271 at 4% or $46,847 at 6%. |
| 2004 | 1 | 11 | $963,583 | $62,576 | $5,689iApproximate average salary by contribution assumption: employee only about $142,218 at 4% or $94,812 at 6%; with 50% employer match about $94,812 at 4% or $63,208 at 6%; with 100% employer match about $71,109 at 4% or $47,406 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 11 | $963,583 | $62,576 | $5,689iApproximate average salary by contribution assumption: employee only about $142,218 at 4% or $94,812 at 6%; with 50% employer match about $94,812 at 4% or $63,208 at 6%; with 100% employer match about $71,109 at 4% or $47,406 at 6%. |
| 2003 | 1 | 13 | $825,490 | $67,597 | $5,200iApproximate average salary by contribution assumption: employee only about $129,994 at 4% or $86,663 at 6%; with 50% employer match about $86,663 at 4% or $57,775 at 6%; with 100% employer match about $64,997 at 4% or $43,331 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 13 | $825,490 | $67,597 | $5,200iApproximate average salary by contribution assumption: employee only about $129,994 at 4% or $86,663 at 6%; with 50% employer match about $86,663 at 4% or $57,775 at 6%; with 100% employer match about $64,997 at 4% or $43,331 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 10 | - | - | - |
| 2001 | 1 | 8 | $631,526 | $54,781 | $6,848iApproximate average salary by contribution assumption: employee only about $171,191 at 4% or $114,127 at 6%; with 50% employer match about $114,127 at 4% or $76,085 at 6%; with 100% employer match about $85,595 at 4% or $57,064 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 8 | $631,526 | $54,781 | $6,848iApproximate average salary by contribution assumption: employee only about $171,191 at 4% or $114,127 at 6%; with 50% employer match about $114,127 at 4% or $76,085 at 6%; with 100% employer match about $85,595 at 4% or $57,064 at 6%. |
| 2000 | 1 | 7 | $596,964 | $50,920 | $7,274iApproximate average salary by contribution assumption: employee only about $181,857 at 4% or $121,238 at 6%; with 50% employer match about $121,238 at 4% or $80,825 at 6%; with 100% employer match about $90,929 at 4% or $60,619 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 7 | $596,964 | $50,920 | $7,274iApproximate average salary by contribution assumption: employee only about $181,857 at 4% or $121,238 at 6%; with 50% employer match about $121,238 at 4% or $80,825 at 6%; with 100% employer match about $90,929 at 4% or $60,619 at 6%. |
| 1999 | 2 | 8 | $550,835 | $51,584 | $6,448iApproximate average salary by contribution assumption: employee only about $161,200 at 4% or $107,467 at 6%; with 50% employer match about $107,467 at 4% or $71,644 at 6%; with 100% employer match about $80,600 at 4% or $53,733 at 6%. |
| Mark W. Joiner, D.D.S. 401A 4 Profit Sharing Plan | - | 8 | $550,835 | $51,584 | $6,448iApproximate average salary by contribution assumption: employee only about $161,200 at 4% or $107,467 at 6%; with 50% employer match about $107,467 at 4% or $71,644 at 6%; with 100% employer match about $80,600 at 4% or $53,733 at 6%. |
| Mark W. Joiner, D.D.S. Profit Sharing Plan | - | 0 | - | - | - |