Civic Intelligence

Rod Blenderman & Grace Montero, Dds

Plan context: Rod Blenderman & Grace Montero, Dds 401(K) Psp

EIN 77-0228496 • Felton, CA • 18 filings • 5 plans

6940 Highway 9Felton, CA 95018
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,258,566

2024 Contributions

$53,064

Historical Graphs

Total Assets Over Time

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

$2,258,566$1,129,283$0200720162024YearValue
$2,258,566Latest year 2024

Participants Over Time

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

630200720162024YearValue
3Latest 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
202413$2,258,566$53,064$17,688iApproximate average salary by contribution assumption: employee only about $442,200 at 4% or $294,800 at 6%; with 50% employer match about $294,800 at 4% or $196,533 at 6%; with 100% employer match about $221,100 at 4% or $147,400 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-3$2,258,566$53,064$17,688iApproximate average salary by contribution assumption: employee only about $442,200 at 4% or $294,800 at 6%; with 50% employer match about $294,800 at 4% or $196,533 at 6%; with 100% employer match about $221,100 at 4% or $147,400 at 6%.
202313$2,000,424$41,081$13,694iApproximate average salary by contribution assumption: employee only about $342,342 at 4% or $228,228 at 6%; with 50% employer match about $228,228 at 4% or $152,152 at 6%; with 100% employer match about $171,171 at 4% or $114,114 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-3$2,000,424$41,081$13,694iApproximate average salary by contribution assumption: employee only about $342,342 at 4% or $228,228 at 6%; with 50% employer match about $228,228 at 4% or $152,152 at 6%; with 100% employer match about $171,171 at 4% or $114,114 at 6%.
202211$1,741,729$787,728$787,728iApproximate average salary by contribution assumption: employee only about $19,693,200 at 4% or $13,128,800 at 6%; with 50% employer match about $13,128,800 at 4% or $8,752,533 at 6%; with 100% employer match about $9,846,600 at 4% or $6,564,400 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-1$1,741,729$787,728$787,728iApproximate average salary by contribution assumption: employee only about $19,693,200 at 4% or $13,128,800 at 6%; with 50% employer match about $13,128,800 at 4% or $8,752,533 at 6%; with 100% employer match about $9,846,600 at 4% or $6,564,400 at 6%.
202115$1,950,835$47,070$9,414iApproximate average salary by contribution assumption: employee only about $235,350 at 4% or $156,900 at 6%; with 50% employer match about $156,900 at 4% or $104,600 at 6%; with 100% employer match about $117,675 at 4% or $78,450 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-5$1,950,835$47,070$9,414iApproximate average salary by contribution assumption: employee only about $235,350 at 4% or $156,900 at 6%; with 50% employer match about $156,900 at 4% or $104,600 at 6%; with 100% employer match about $117,675 at 4% or $78,450 at 6%.
202015$1,820,360$69,820$13,964iApproximate average salary by contribution assumption: employee only about $349,100 at 4% or $232,733 at 6%; with 50% employer match about $232,733 at 4% or $155,156 at 6%; with 100% employer match about $174,550 at 4% or $116,367 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-5$1,820,360$69,820$13,964iApproximate average salary by contribution assumption: employee only about $349,100 at 4% or $232,733 at 6%; with 50% employer match about $232,733 at 4% or $155,156 at 6%; with 100% employer match about $174,550 at 4% or $116,367 at 6%.
201915$1,545,273$66,800$13,360iApproximate average salary by contribution assumption: employee only about $334,000 at 4% or $222,667 at 6%; with 50% employer match about $222,667 at 4% or $148,444 at 6%; with 100% employer match about $167,000 at 4% or $111,333 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-5$1,545,273$66,800$13,360iApproximate average salary by contribution assumption: employee only about $334,000 at 4% or $222,667 at 6%; with 50% employer match about $222,667 at 4% or $148,444 at 6%; with 100% employer match about $167,000 at 4% or $111,333 at 6%.
201815$1,250,914$65,700$13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-5$1,250,914$65,700$13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%.
201715$1,241,619$62,400$12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-5$1,241,619$62,400$12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%.
201616$1,034,155$62,400$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-6$1,034,155$62,400$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
201516$904,171$62,402$10,400iApproximate average salary by contribution assumption: employee only about $260,008 at 4% or $173,339 at 6%; with 50% employer match about $173,339 at 4% or $115,559 at 6%; with 100% employer match about $130,004 at 4% or $86,669 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-6$904,171$62,402$10,400iApproximate average salary by contribution assumption: employee only about $260,008 at 4% or $173,339 at 6%; with 50% employer match about $173,339 at 4% or $115,559 at 6%; with 100% employer match about $130,004 at 4% or $86,669 at 6%.
201416$851,743$59,857$9,976iApproximate average salary by contribution assumption: employee only about $249,404 at 4% or $166,269 at 6%; with 50% employer match about $166,269 at 4% or $110,846 at 6%; with 100% employer match about $124,702 at 4% or $83,135 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-6$851,743$59,857$9,976iApproximate average salary by contribution assumption: employee only about $249,404 at 4% or $166,269 at 6%; with 50% employer match about $166,269 at 4% or $110,846 at 6%; with 100% employer match about $124,702 at 4% or $83,135 at 6%.
201316$731,274$63,193$10,532iApproximate average salary by contribution assumption: employee only about $263,304 at 4% or $175,536 at 6%; with 50% employer match about $175,536 at 4% or $117,024 at 6%; with 100% employer match about $131,652 at 4% or $87,768 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-6$731,274$63,193$10,532iApproximate average salary by contribution assumption: employee only about $263,304 at 4% or $175,536 at 6%; with 50% employer match about $175,536 at 4% or $117,024 at 6%; with 100% employer match about $131,652 at 4% or $87,768 at 6%.
201216$621,184$60,876$10,146iApproximate average salary by contribution assumption: employee only about $253,650 at 4% or $169,100 at 6%; with 50% employer match about $169,100 at 4% or $112,733 at 6%; with 100% employer match about $126,825 at 4% or $84,550 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-6$621,184$60,876$10,146iApproximate average salary by contribution assumption: employee only about $253,650 at 4% or $169,100 at 6%; with 50% employer match about $169,100 at 4% or $112,733 at 6%; with 100% employer match about $126,825 at 4% or $84,550 at 6%.
201116$510,177$80,471$13,412iApproximate average salary by contribution assumption: employee only about $335,296 at 4% or $223,531 at 6%; with 50% employer match about $223,531 at 4% or $149,020 at 6%; with 100% employer match about $167,648 at 4% or $111,765 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-6$510,177$80,471$13,412iApproximate average salary by contribution assumption: employee only about $335,296 at 4% or $223,531 at 6%; with 50% employer match about $223,531 at 4% or $149,020 at 6%; with 100% employer match about $167,648 at 4% or $111,765 at 6%.
201016$451,756$263,214$43,869iApproximate average salary by contribution assumption: employee only about $1,096,725 at 4% or $731,150 at 6%; with 50% employer match about $731,150 at 4% or $487,433 at 6%; with 100% employer match about $548,363 at 4% or $365,575 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-6$451,756$263,214$43,869iApproximate average salary by contribution assumption: employee only about $1,096,725 at 4% or $731,150 at 6%; with 50% employer match about $731,150 at 4% or $487,433 at 6%; with 100% employer match about $548,363 at 4% or $365,575 at 6%.
200914$132,299$54,485$13,621iApproximate average salary by contribution assumption: employee only about $340,531 at 4% or $227,021 at 6%; with 50% employer match about $227,021 at 4% or $151,347 at 6%; with 100% employer match about $170,266 at 4% or $113,510 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-4$132,299$54,485$13,621iApproximate average salary by contribution assumption: employee only about $340,531 at 4% or $227,021 at 6%; with 50% employer match about $227,021 at 4% or $151,347 at 6%; with 100% employer match about $170,266 at 4% or $113,510 at 6%.
200813$51,838$34,250$11,417iApproximate average salary by contribution assumption: employee only about $285,417 at 4% or $190,278 at 6%; with 50% employer match about $190,278 at 4% or $126,852 at 6%; with 100% employer match about $142,708 at 4% or $95,139 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-3$51,838$34,250$11,417iApproximate average salary by contribution assumption: employee only about $285,417 at 4% or $190,278 at 6%; with 50% employer match about $190,278 at 4% or $126,852 at 6%; with 100% employer match about $142,708 at 4% or $95,139 at 6%.
200716$34,552$35,385$5,898iApproximate average salary by contribution assumption: employee only about $147,438 at 4% or $98,292 at 6%; with 50% employer match about $98,292 at 4% or $65,528 at 6%; with 100% employer match about $73,719 at 4% or $49,146 at 6%.
Rod Blenderman & Grace Montero, Dds 401(K) Psp-6$34,552$35,385$5,898iApproximate average salary by contribution assumption: employee only about $147,438 at 4% or $98,292 at 6%; with 50% employer match about $98,292 at 4% or $65,528 at 6%; with 100% employer match about $73,719 at 4% or $49,146 at 6%.