Civic Intelligence

J. Brent Beagle D.D.S.

Plan context: J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan

EIN 77-0158128 • Los Altos, CA • 21 filings • 4 plans

826 Altos Oaks DriveLos Altos, CA 94024
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$3,167,990

2023 Contributions

$51,698

Historical Graphs

Total Assets Over Time

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

$3,594,387$1,797,194$0200320132022YearValue
$3,167,990Latest year 2022

Participants Over Time

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

420200320132022YearValue
3Latest year 2022

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
202310$0$0-
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-0$0--
202213$3,167,990$51,698$17,233iApproximate average salary by contribution assumption: employee only about $430,817 at 4% or $287,211 at 6%; with 50% employer match about $287,211 at 4% or $191,474 at 6%; with 100% employer match about $215,408 at 4% or $143,606 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-3$3,167,990$51,698$17,233iApproximate average salary by contribution assumption: employee only about $430,817 at 4% or $287,211 at 6%; with 50% employer match about $287,211 at 4% or $191,474 at 6%; with 100% employer match about $215,408 at 4% or $143,606 at 6%.
202113$3,594,387$83,724$27,908iApproximate average salary by contribution assumption: employee only about $697,700 at 4% or $465,133 at 6%; with 50% employer match about $465,133 at 4% or $310,089 at 6%; with 100% employer match about $348,850 at 4% or $232,567 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-3$3,594,387$83,724$27,908iApproximate average salary by contribution assumption: employee only about $697,700 at 4% or $465,133 at 6%; with 50% employer match about $465,133 at 4% or $310,089 at 6%; with 100% employer match about $348,850 at 4% or $232,567 at 6%.
202013$3,107,375$190,198$63,399iApproximate average salary by contribution assumption: employee only about $1,584,983 at 4% or $1,056,656 at 6%; with 50% employer match about $1,056,656 at 4% or $704,437 at 6%; with 100% employer match about $792,492 at 4% or $528,328 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-3$3,107,375$190,198$63,399iApproximate average salary by contribution assumption: employee only about $1,584,983 at 4% or $1,056,656 at 6%; with 50% employer match about $1,056,656 at 4% or $704,437 at 6%; with 100% employer match about $792,492 at 4% or $528,328 at 6%.
201913$2,670,948$1,147,382$382,461iApproximate average salary by contribution assumption: employee only about $9,561,517 at 4% or $6,374,344 at 6%; with 50% employer match about $6,374,344 at 4% or $4,249,563 at 6%; with 100% employer match about $4,780,758 at 4% or $3,187,172 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-3$2,670,948$1,147,382$382,461iApproximate average salary by contribution assumption: employee only about $9,561,517 at 4% or $6,374,344 at 6%; with 50% employer match about $6,374,344 at 4% or $4,249,563 at 6%; with 100% employer match about $4,780,758 at 4% or $3,187,172 at 6%.
201813$1,356,039$77,245$25,748iApproximate average salary by contribution assumption: employee only about $643,708 at 4% or $429,139 at 6%; with 50% employer match about $429,139 at 4% or $286,093 at 6%; with 100% employer match about $321,854 at 4% or $214,569 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-3$1,356,039$77,245$25,748iApproximate average salary by contribution assumption: employee only about $643,708 at 4% or $429,139 at 6%; with 50% employer match about $429,139 at 4% or $286,093 at 6%; with 100% employer match about $321,854 at 4% or $214,569 at 6%.
201714$1,466,808$77,092$19,273iApproximate average salary by contribution assumption: employee only about $481,825 at 4% or $321,217 at 6%; with 50% employer match about $321,217 at 4% or $214,144 at 6%; with 100% employer match about $240,913 at 4% or $160,608 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$1,466,808$77,092$19,273iApproximate average salary by contribution assumption: employee only about $481,825 at 4% or $321,217 at 6%; with 50% employer match about $321,217 at 4% or $214,144 at 6%; with 100% employer match about $240,913 at 4% or $160,608 at 6%.
201613$1,261,024$75,793$25,264iApproximate average salary by contribution assumption: employee only about $631,608 at 4% or $421,072 at 6%; with 50% employer match about $421,072 at 4% or $280,715 at 6%; with 100% employer match about $315,804 at 4% or $210,536 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-3$1,261,024$75,793$25,264iApproximate average salary by contribution assumption: employee only about $631,608 at 4% or $421,072 at 6%; with 50% employer match about $421,072 at 4% or $280,715 at 6%; with 100% employer match about $315,804 at 4% or $210,536 at 6%.
201514$1,155,461$73,934$18,484iApproximate average salary by contribution assumption: employee only about $462,088 at 4% or $308,058 at 6%; with 50% employer match about $308,058 at 4% or $205,372 at 6%; with 100% employer match about $231,044 at 4% or $154,029 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$1,155,461$73,934$18,484iApproximate average salary by contribution assumption: employee only about $462,088 at 4% or $308,058 at 6%; with 50% employer match about $308,058 at 4% or $205,372 at 6%; with 100% employer match about $231,044 at 4% or $154,029 at 6%.
201414$1,116,714$73,625$18,406iApproximate average salary by contribution assumption: employee only about $460,156 at 4% or $306,771 at 6%; with 50% employer match about $306,771 at 4% or $204,514 at 6%; with 100% employer match about $230,078 at 4% or $153,385 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$1,116,714$73,625$18,406iApproximate average salary by contribution assumption: employee only about $460,156 at 4% or $306,771 at 6%; with 50% employer match about $306,771 at 4% or $204,514 at 6%; with 100% employer match about $230,078 at 4% or $153,385 at 6%.
201314$1,017,378$72,603$18,151iApproximate average salary by contribution assumption: employee only about $453,769 at 4% or $302,513 at 6%; with 50% employer match about $302,513 at 4% or $201,675 at 6%; with 100% employer match about $226,884 at 4% or $151,256 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$1,017,378$72,603$18,151iApproximate average salary by contribution assumption: employee only about $453,769 at 4% or $302,513 at 6%; with 50% employer match about $302,513 at 4% or $201,675 at 6%; with 100% employer match about $226,884 at 4% or $151,256 at 6%.
201214$777,934$74,107$18,527iApproximate average salary by contribution assumption: employee only about $463,169 at 4% or $308,779 at 6%; with 50% employer match about $308,779 at 4% or $205,853 at 6%; with 100% employer match about $231,584 at 4% or $154,390 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$777,934$74,107$18,527iApproximate average salary by contribution assumption: employee only about $463,169 at 4% or $308,779 at 6%; with 50% employer match about $308,779 at 4% or $205,853 at 6%; with 100% employer match about $231,584 at 4% or $154,390 at 6%.
201114$616,481$73,001$18,250iApproximate average salary by contribution assumption: employee only about $456,256 at 4% or $304,171 at 6%; with 50% employer match about $304,171 at 4% or $202,781 at 6%; with 100% employer match about $228,128 at 4% or $152,085 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$616,481$73,001$18,250iApproximate average salary by contribution assumption: employee only about $456,256 at 4% or $304,171 at 6%; with 50% employer match about $304,171 at 4% or $202,781 at 6%; with 100% employer match about $228,128 at 4% or $152,085 at 6%.
201014$587,704$72,725$18,181iApproximate average salary by contribution assumption: employee only about $454,531 at 4% or $303,021 at 6%; with 50% employer match about $303,021 at 4% or $202,014 at 6%; with 100% employer match about $227,266 at 4% or $151,510 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$587,704$72,725$18,181iApproximate average salary by contribution assumption: employee only about $454,531 at 4% or $303,021 at 6%; with 50% employer match about $303,021 at 4% or $202,014 at 6%; with 100% employer match about $227,266 at 4% or $151,510 at 6%.
200914$442,032$71,746$17,937iApproximate average salary by contribution assumption: employee only about $448,413 at 4% or $298,942 at 6%; with 50% employer match about $298,942 at 4% or $199,294 at 6%; with 100% employer match about $224,206 at 4% or $149,471 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$442,032$71,746$17,937iApproximate average salary by contribution assumption: employee only about $448,413 at 4% or $298,942 at 6%; with 50% employer match about $298,942 at 4% or $199,294 at 6%; with 100% employer match about $224,206 at 4% or $149,471 at 6%.
200814$278,322$66,513$16,628iApproximate average salary by contribution assumption: employee only about $415,706 at 4% or $277,138 at 6%; with 50% employer match about $277,138 at 4% or $184,758 at 6%; with 100% employer match about $207,853 at 4% or $138,569 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$278,322$66,513$16,628iApproximate average salary by contribution assumption: employee only about $415,706 at 4% or $277,138 at 6%; with 50% employer match about $277,138 at 4% or $184,758 at 6%; with 100% employer match about $207,853 at 4% or $138,569 at 6%.
200714$0$0-
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4---
200614$240,145$61,398$15,350iApproximate average salary by contribution assumption: employee only about $383,738 at 4% or $255,825 at 6%; with 50% employer match about $255,825 at 4% or $170,550 at 6%; with 100% employer match about $191,869 at 4% or $127,913 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-4$240,145$61,398$15,350iApproximate average salary by contribution assumption: employee only about $383,738 at 4% or $255,825 at 6%; with 50% employer match about $255,825 at 4% or $170,550 at 6%; with 100% employer match about $191,869 at 4% or $127,913 at 6%.
200512$151,466$44,603$22,302iApproximate average salary by contribution assumption: employee only about $557,538 at 4% or $371,692 at 6%; with 50% employer match about $371,692 at 4% or $247,794 at 6%; with 100% employer match about $278,769 at 4% or $185,846 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-2$151,466$44,603$22,302iApproximate average salary by contribution assumption: employee only about $557,538 at 4% or $371,692 at 6%; with 50% employer match about $371,692 at 4% or $247,794 at 6%; with 100% employer match about $278,769 at 4% or $185,846 at 6%.
200412$103,251$48,130$24,065iApproximate average salary by contribution assumption: employee only about $601,625 at 4% or $401,083 at 6%; with 50% employer match about $401,083 at 4% or $267,389 at 6%; with 100% employer match about $300,813 at 4% or $200,542 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-2$103,251$48,130$24,065iApproximate average salary by contribution assumption: employee only about $601,625 at 4% or $401,083 at 6%; with 50% employer match about $401,083 at 4% or $267,389 at 6%; with 100% employer match about $300,813 at 4% or $200,542 at 6%.
200313$46,885$46,885$15,628iApproximate average salary by contribution assumption: employee only about $390,708 at 4% or $260,472 at 6%; with 50% employer match about $260,472 at 4% or $173,648 at 6%; with 100% employer match about $195,354 at 4% or $130,236 at 6%.
J. Brent Beagle D.D.S. 401(K) Profit Sharing Plan-3$46,885$46,885$15,628iApproximate average salary by contribution assumption: employee only about $390,708 at 4% or $260,472 at 6%; with 50% employer match about $260,472 at 4% or $173,648 at 6%; with 100% employer match about $195,354 at 4% or $130,236 at 6%.