Civic Intelligence

David W. Simonsen, D.D.S. Inc.

Plan context: David W. Simonsen, D.D.S. Inc. Defined Contribution Plan

EIN 77-0436804 • Pacific Grove, CA • 31 filings • 4 plans

1219 Forest Ave. #GPacific Grove, CA 93950
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$340,767

2024 Contributions

$71,745

Historical Graphs

Total Assets Over Time

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

$2,691,092$1,345,546$0200820162024YearValue
$340,767Latest year 2024

Participants Over Time

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

420200820162024YearValue
4Latest 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
202414$340,767$71,745$17,936iApproximate average salary by contribution assumption: employee only about $448,406 at 4% or $298,938 at 6%; with 50% employer match about $298,938 at 4% or $199,292 at 6%; with 100% employer match about $224,203 at 4% or $149,469 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-4$340,767$71,745$17,936iApproximate average salary by contribution assumption: employee only about $448,406 at 4% or $298,938 at 6%; with 50% employer match about $298,938 at 4% or $199,292 at 6%; with 100% employer match about $224,203 at 4% or $149,469 at 6%.
202313$296,861$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$296,861$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202212$250,639$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-2$250,639$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202124$2,691,092$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-3$2,448,074$167,467$55,822iApproximate average salary by contribution assumption: employee only about $1,395,558 at 4% or $930,372 at 6%; with 50% employer match about $930,372 at 4% or $620,248 at 6%; with 100% employer match about $697,779 at 4% or $465,186 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-4$243,018$12,533$3,133iApproximate average salary by contribution assumption: employee only about $78,331 at 4% or $52,221 at 6%; with 50% employer match about $52,221 at 4% or $34,814 at 6%; with 100% employer match about $39,166 at 4% or $26,110 at 6%.
202023$2,350,203$134,000$44,667iApproximate average salary by contribution assumption: employee only about $1,116,667 at 4% or $744,444 at 6%; with 50% employer match about $744,444 at 4% or $496,296 at 6%; with 100% employer match about $558,333 at 4% or $372,222 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-3$2,135,685$134,000$44,667iApproximate average salary by contribution assumption: employee only about $1,116,667 at 4% or $744,444 at 6%; with 50% employer match about $744,444 at 4% or $496,296 at 6%; with 100% employer match about $558,333 at 4% or $372,222 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$214,518$0-
201923$1,950,319$215,000$71,667iApproximate average salary by contribution assumption: employee only about $1,791,667 at 4% or $1,194,444 at 6%; with 50% employer match about $1,194,444 at 4% or $796,296 at 6%; with 100% employer match about $895,833 at 4% or $597,222 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-3$1,765,214$192,613$64,204iApproximate average salary by contribution assumption: employee only about $1,605,108 at 4% or $1,070,072 at 6%; with 50% employer match about $1,070,072 at 4% or $713,381 at 6%; with 100% employer match about $802,554 at 4% or $535,036 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$185,105$22,387$7,462iApproximate average salary by contribution assumption: employee only about $186,558 at 4% or $124,372 at 6%; with 50% employer match about $124,372 at 4% or $82,915 at 6%; with 100% employer match about $93,279 at 4% or $62,186 at 6%.
201823$1,602,297$235,000$78,333iApproximate average salary by contribution assumption: employee only about $1,958,333 at 4% or $1,305,556 at 6%; with 50% employer match about $1,305,556 at 4% or $870,370 at 6%; with 100% employer match about $979,167 at 4% or $652,778 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-3$1,449,552$212,881$70,960iApproximate average salary by contribution assumption: employee only about $1,774,008 at 4% or $1,182,672 at 6%; with 50% employer match about $1,182,672 at 4% or $788,448 at 6%; with 100% employer match about $887,004 at 4% or $591,336 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$152,745$22,119$7,373iApproximate average salary by contribution assumption: employee only about $184,325 at 4% or $122,883 at 6%; with 50% employer match about $122,883 at 4% or $81,922 at 6%; with 100% employer match about $92,163 at 4% or $61,442 at 6%.
201722$1,390,763$220,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-2$1,262,589$204,197$102,099iApproximate average salary by contribution assumption: employee only about $2,552,463 at 4% or $1,701,642 at 6%; with 50% employer match about $1,701,642 at 4% or $1,134,428 at 6%; with 100% employer match about $1,276,231 at 4% or $850,821 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-2$128,174$15,803$7,902iApproximate average salary by contribution assumption: employee only about $197,538 at 4% or $131,692 at 6%; with 50% employer match about $131,692 at 4% or $87,794 at 6%; with 100% employer match about $98,769 at 4% or $65,846 at 6%.
201623$1,113,510$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-3$1,010,298$190,805$63,602iApproximate average salary by contribution assumption: employee only about $1,590,042 at 4% or $1,060,028 at 6%; with 50% employer match about $1,060,028 at 4% or $706,685 at 6%; with 100% employer match about $795,021 at 4% or $530,014 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$103,212$9,195$3,065iApproximate average salary by contribution assumption: employee only about $76,625 at 4% or $51,083 at 6%; with 50% employer match about $51,083 at 4% or $34,056 at 6%; with 100% employer match about $38,313 at 4% or $25,542 at 6%.
201523$882,307$188,542$62,847iApproximate average salary by contribution assumption: employee only about $1,571,183 at 4% or $1,047,456 at 6%; with 50% employer match about $1,047,456 at 4% or $698,304 at 6%; with 100% employer match about $785,592 at 4% or $523,728 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-3$791,149$180,698$60,233iApproximate average salary by contribution assumption: employee only about $1,505,817 at 4% or $1,003,878 at 6%; with 50% employer match about $1,003,878 at 4% or $669,252 at 6%; with 100% employer match about $752,908 at 4% or $501,939 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$91,158$7,844$2,615iApproximate average salary by contribution assumption: employee only about $65,367 at 4% or $43,578 at 6%; with 50% employer match about $43,578 at 4% or $29,052 at 6%; with 100% employer match about $32,683 at 4% or $21,789 at 6%.
201422$717,667$124,999$62,500iApproximate average salary by contribution assumption: employee only about $1,562,488 at 4% or $1,041,658 at 6%; with 50% employer match about $1,041,658 at 4% or $694,439 at 6%; with 100% employer match about $781,244 at 4% or $520,829 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-2$629,924$106,951$53,476iApproximate average salary by contribution assumption: employee only about $1,336,888 at 4% or $891,258 at 6%; with 50% employer match about $891,258 at 4% or $594,172 at 6%; with 100% employer match about $668,444 at 4% or $445,629 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-2$87,743$18,048$9,024iApproximate average salary by contribution assumption: employee only about $225,600 at 4% or $150,400 at 6%; with 50% employer match about $150,400 at 4% or $100,267 at 6%; with 100% employer match about $112,800 at 4% or $75,200 at 6%.
201323$597,217$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
DAVID W. SIMONSEN, D.D.S., INC. PENSION PLAN-3$519,879$63,651$21,217iApproximate average salary by contribution assumption: employee only about $530,425 at 4% or $353,617 at 6%; with 50% employer match about $353,617 at 4% or $235,744 at 6%; with 100% employer match about $265,213 at 4% or $176,808 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$77,338$6,349$2,116iApproximate average salary by contribution assumption: employee only about $52,908 at 4% or $35,272 at 6%; with 50% employer match about $35,272 at 4% or $23,515 at 6%; with 100% employer match about $26,454 at 4% or $17,636 at 6%.
201222$388,022$146,000$73,000iApproximate average salary by contribution assumption: employee only about $1,825,000 at 4% or $1,216,667 at 6%; with 50% employer match about $1,216,667 at 4% or $811,111 at 6%; with 100% employer match about $912,500 at 4% or $608,333 at 6%.
DAVID W. SIMONSEN, DDS PENSION PLAN-2$317,263$128,736$64,368iApproximate average salary by contribution assumption: employee only about $1,609,200 at 4% or $1,072,800 at 6%; with 50% employer match about $1,072,800 at 4% or $715,200 at 6%; with 100% employer match about $804,600 at 4% or $536,400 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-2$70,759$17,264$8,632iApproximate average salary by contribution assumption: employee only about $215,800 at 4% or $143,867 at 6%; with 50% employer match about $143,867 at 4% or $95,911 at 6%; with 100% employer match about $107,900 at 4% or $71,933 at 6%.
201123$274,297$123,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
DAVID W. SIMONSEN, DDS PENSION PLAN-2$222,400$108,068$54,034iApproximate average salary by contribution assumption: employee only about $1,350,850 at 4% or $900,567 at 6%; with 50% employer match about $900,567 at 4% or $600,378 at 6%; with 100% employer match about $675,425 at 4% or $450,283 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$51,897$14,932$4,977iApproximate average salary by contribution assumption: employee only about $124,433 at 4% or $82,956 at 6%; with 50% employer match about $82,956 at 4% or $55,304 at 6%; with 100% employer match about $62,217 at 4% or $41,478 at 6%.
201022$190,974$107,715$53,858iApproximate average salary by contribution assumption: employee only about $1,346,438 at 4% or $897,625 at 6%; with 50% employer match about $897,625 at 4% or $598,417 at 6%; with 100% employer match about $673,219 at 4% or $448,813 at 6%.
DAVID W. SIMONSEN, DDS PENSION PLAN-2$154,295$90,887$45,444iApproximate average salary by contribution assumption: employee only about $1,136,088 at 4% or $757,392 at 6%; with 50% employer match about $757,392 at 4% or $504,928 at 6%; with 100% employer match about $568,044 at 4% or $378,696 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-2$36,679$16,828$8,414iApproximate average salary by contribution assumption: employee only about $210,350 at 4% or $140,233 at 6%; with 50% employer match about $140,233 at 4% or $93,489 at 6%; with 100% employer match about $105,175 at 4% or $70,117 at 6%.
200923$112,458$95,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
DAVID W. SIMONSEN, DDS PENSION PLAN-2$91,683$80,827$40,414iApproximate average salary by contribution assumption: employee only about $1,010,338 at 4% or $673,558 at 6%; with 50% employer match about $673,558 at 4% or $449,039 at 6%; with 100% employer match about $505,169 at 4% or $336,779 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3$20,775$14,173$4,724iApproximate average salary by contribution assumption: employee only about $118,108 at 4% or $78,739 at 6%; with 50% employer match about $78,739 at 4% or $52,493 at 6%; with 100% employer match about $59,054 at 4% or $39,369 at 6%.
200823$44,925$80,925$26,975iApproximate average salary by contribution assumption: employee only about $674,375 at 4% or $449,583 at 6%; with 50% employer match about $449,583 at 4% or $299,722 at 6%; with 100% employer match about $337,188 at 4% or $224,792 at 6%.
DAVID W. SIMONSEN, DDS PENSION PLAN-3$44,925$80,925$26,975iApproximate average salary by contribution assumption: employee only about $674,375 at 4% or $449,583 at 6%; with 50% employer match about $449,583 at 4% or $299,722 at 6%; with 100% employer match about $337,188 at 4% or $224,792 at 6%.
David W. Simonsen, D.D.S. Inc. Defined Contribution Plan-3---