Civic Intelligence

Peter Cutler & Lisa Grundmann, Dds a Partnership

Plan context: Cutler & Grundman Profit Sharing 401K Plan

EIN 77-0458855 • San Jose, CA • 29 filings • 5 plans

991 Saratoga Ave., Suite 210San Jose, CA 95129-2357
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,289,809

2024 Contributions

$601,352

Historical Graphs

Total Assets Over Time

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

$4,289,809$2,144,905$0200020132024YearValue
$4,289,809Latest year 2024

Participants Over Time

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

1580200020122024YearValue
15Latest 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
2024215$4,289,809$601,352$40,090iApproximate average salary by contribution assumption: employee only about $1,002,253 at 4% or $668,169 at 6%; with 50% employer match about $668,169 at 4% or $445,446 at 6%; with 100% employer match about $501,127 at 4% or $334,084 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-15$3,398,534$101,352$6,757iApproximate average salary by contribution assumption: employee only about $168,920 at 4% or $112,613 at 6%; with 50% employer match about $112,613 at 4% or $75,076 at 6%; with 100% employer match about $84,460 at 4% or $56,307 at 6%.
PETER C. CUTLER, D.D.S. & LISA M. GRUNDMANN, D.D.S.CASH BALANCE PLAN-14$891,275$500,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
2023214$3,421,974$258,318$18,451iApproximate average salary by contribution assumption: employee only about $461,282 at 4% or $307,521 at 6%; with 50% employer match about $307,521 at 4% or $205,014 at 6%; with 100% employer match about $230,641 at 4% or $153,761 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-14$3,052,067$137,349$9,811iApproximate average salary by contribution assumption: employee only about $245,266 at 4% or $163,511 at 6%; with 50% employer match about $163,511 at 4% or $109,007 at 6%; with 100% employer match about $122,633 at 4% or $81,755 at 6%.
PETER C. CUTLER, D.D.S. & LISA M. GRUNDMANN, D.D.S.CASH BALANCE PLAN-11$369,907$120,969$10,997iApproximate average salary by contribution assumption: employee only about $274,930 at 4% or $183,286 at 6%; with 50% employer match about $183,286 at 4% or $122,191 at 6%; with 100% employer match about $137,465 at 4% or $91,643 at 6%.
2022214$2,839,740$276,799$19,771iApproximate average salary by contribution assumption: employee only about $494,284 at 4% or $329,523 at 6%; with 50% employer match about $329,523 at 4% or $219,682 at 6%; with 100% employer match about $247,142 at 4% or $164,761 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-14$2,607,747$157,672$11,262iApproximate average salary by contribution assumption: employee only about $281,557 at 4% or $187,705 at 6%; with 50% employer match about $187,705 at 4% or $125,137 at 6%; with 100% employer match about $140,779 at 4% or $93,852 at 6%.
PETER C. CUTLER, D.D.S. & LISA M. GRUNDMANN, D.D.S.CASH BALANCE PLAN-11$231,993$119,127$10,830iApproximate average salary by contribution assumption: employee only about $270,743 at 4% or $180,495 at 6%; with 50% employer match about $180,495 at 4% or $120,330 at 6%; with 100% employer match about $135,372 at 4% or $90,248 at 6%.
2021212$2,817,472$271,030$22,586iApproximate average salary by contribution assumption: employee only about $564,646 at 4% or $376,431 at 6%; with 50% employer match about $376,431 at 4% or $250,954 at 6%; with 100% employer match about $282,323 at 4% or $188,215 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$2,703,316$156,874$13,073iApproximate average salary by contribution assumption: employee only about $326,821 at 4% or $217,881 at 6%; with 50% employer match about $217,881 at 4% or $145,254 at 6%; with 100% employer match about $163,410 at 4% or $108,940 at 6%.
PETER C. CUTLER, D.D.S. & LISA M. GRUNDMANN, D.D.S.CASH BALANCE PLAN-9$114,156$114,156$12,684iApproximate average salary by contribution assumption: employee only about $317,100 at 4% or $211,400 at 6%; with 50% employer match about $211,400 at 4% or $140,933 at 6%; with 100% employer match about $158,550 at 4% or $105,700 at 6%.
2020112$2,918,053$152,740$12,728iApproximate average salary by contribution assumption: employee only about $318,208 at 4% or $212,139 at 6%; with 50% employer match about $212,139 at 4% or $141,426 at 6%; with 100% employer match about $159,104 at 4% or $106,069 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$2,918,053$152,740$12,728iApproximate average salary by contribution assumption: employee only about $318,208 at 4% or $212,139 at 6%; with 50% employer match about $212,139 at 4% or $141,426 at 6%; with 100% employer match about $159,104 at 4% or $106,069 at 6%.
2019112$2,823,276$174,989$14,582iApproximate average salary by contribution assumption: employee only about $364,560 at 4% or $243,040 at 6%; with 50% employer match about $243,040 at 4% or $162,027 at 6%; with 100% employer match about $182,280 at 4% or $121,520 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$2,823,276$174,989$14,582iApproximate average salary by contribution assumption: employee only about $364,560 at 4% or $243,040 at 6%; with 50% employer match about $243,040 at 4% or $162,027 at 6%; with 100% employer match about $182,280 at 4% or $121,520 at 6%.
2018110$2,406,357$178,259$17,826iApproximate average salary by contribution assumption: employee only about $445,648 at 4% or $297,098 at 6%; with 50% employer match about $297,098 at 4% or $198,066 at 6%; with 100% employer match about $222,824 at 4% or $148,549 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-10$2,406,357$178,259$17,826iApproximate average salary by contribution assumption: employee only about $445,648 at 4% or $297,098 at 6%; with 50% employer match about $297,098 at 4% or $198,066 at 6%; with 100% employer match about $222,824 at 4% or $148,549 at 6%.
2017112$2,595,920$174,796$14,566iApproximate average salary by contribution assumption: employee only about $364,158 at 4% or $242,772 at 6%; with 50% employer match about $242,772 at 4% or $161,848 at 6%; with 100% employer match about $182,079 at 4% or $121,386 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$2,595,920$174,796$14,566iApproximate average salary by contribution assumption: employee only about $364,158 at 4% or $242,772 at 6%; with 50% employer match about $242,772 at 4% or $161,848 at 6%; with 100% employer match about $182,079 at 4% or $121,386 at 6%.
2016112$2,148,279$166,453$13,871iApproximate average salary by contribution assumption: employee only about $346,777 at 4% or $231,185 at 6%; with 50% employer match about $231,185 at 4% or $154,123 at 6%; with 100% employer match about $173,389 at 4% or $115,592 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$2,148,279$166,453$13,871iApproximate average salary by contribution assumption: employee only about $346,777 at 4% or $231,185 at 6%; with 50% employer match about $231,185 at 4% or $154,123 at 6%; with 100% employer match about $173,389 at 4% or $115,592 at 6%.
2015111$1,784,356$104,220$9,475iApproximate average salary by contribution assumption: employee only about $236,864 at 4% or $157,909 at 6%; with 50% employer match about $157,909 at 4% or $105,273 at 6%; with 100% employer match about $118,432 at 4% or $78,955 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-11$1,784,356$104,220$9,475iApproximate average salary by contribution assumption: employee only about $236,864 at 4% or $157,909 at 6%; with 50% employer match about $157,909 at 4% or $105,273 at 6%; with 100% employer match about $118,432 at 4% or $78,955 at 6%.
2014112$1,928,225$139,417$11,618iApproximate average salary by contribution assumption: employee only about $290,452 at 4% or $193,635 at 6%; with 50% employer match about $193,635 at 4% or $129,090 at 6%; with 100% employer match about $145,226 at 4% or $96,817 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$1,928,225$139,417$11,618iApproximate average salary by contribution assumption: employee only about $290,452 at 4% or $193,635 at 6%; with 50% employer match about $193,635 at 4% or $129,090 at 6%; with 100% employer match about $145,226 at 4% or $96,817 at 6%.
2013112$2,091,195$142,084$11,840iApproximate average salary by contribution assumption: employee only about $296,008 at 4% or $197,339 at 6%; with 50% employer match about $197,339 at 4% or $131,559 at 6%; with 100% employer match about $148,004 at 4% or $98,669 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$2,091,195$142,084$11,840iApproximate average salary by contribution assumption: employee only about $296,008 at 4% or $197,339 at 6%; with 50% employer match about $197,339 at 4% or $131,559 at 6%; with 100% employer match about $148,004 at 4% or $98,669 at 6%.
2012112$1,669,128$139,579$11,632iApproximate average salary by contribution assumption: employee only about $290,790 at 4% or $193,860 at 6%; with 50% employer match about $193,860 at 4% or $129,240 at 6%; with 100% employer match about $145,395 at 4% or $96,930 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$1,669,128$139,579$11,632iApproximate average salary by contribution assumption: employee only about $290,790 at 4% or $193,860 at 6%; with 50% employer match about $193,860 at 4% or $129,240 at 6%; with 100% employer match about $145,395 at 4% or $96,930 at 6%.
2011112$1,407,829$138,680$11,557iApproximate average salary by contribution assumption: employee only about $288,917 at 4% or $192,611 at 6%; with 50% employer match about $192,611 at 4% or $128,407 at 6%; with 100% employer match about $144,458 at 4% or $96,306 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$1,407,829$138,680$11,557iApproximate average salary by contribution assumption: employee only about $288,917 at 4% or $192,611 at 6%; with 50% employer match about $192,611 at 4% or $128,407 at 6%; with 100% employer match about $144,458 at 4% or $96,306 at 6%.
2010113$1,364,724$139,786$10,753iApproximate average salary by contribution assumption: employee only about $268,819 at 4% or $179,213 at 6%; with 50% employer match about $179,213 at 4% or $119,475 at 6%; with 100% employer match about $134,410 at 4% or $89,606 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-13$1,364,724$139,786$10,753iApproximate average salary by contribution assumption: employee only about $268,819 at 4% or $179,213 at 6%; with 50% employer match about $179,213 at 4% or $119,475 at 6%; with 100% employer match about $134,410 at 4% or $89,606 at 6%.
2009113$1,046,904$102,071$7,852iApproximate average salary by contribution assumption: employee only about $196,290 at 4% or $130,860 at 6%; with 50% employer match about $130,860 at 4% or $87,240 at 6%; with 100% employer match about $98,145 at 4% or $65,430 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-13$1,046,904$102,071$7,852iApproximate average salary by contribution assumption: employee only about $196,290 at 4% or $130,860 at 6%; with 50% employer match about $130,860 at 4% or $87,240 at 6%; with 100% employer match about $98,145 at 4% or $65,430 at 6%.
2008113$854,506$101,318$7,794iApproximate average salary by contribution assumption: employee only about $194,842 at 4% or $129,895 at 6%; with 50% employer match about $129,895 at 4% or $86,597 at 6%; with 100% employer match about $97,421 at 4% or $64,947 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-13$854,506$101,318$7,794iApproximate average salary by contribution assumption: employee only about $194,842 at 4% or $129,895 at 6%; with 50% employer match about $129,895 at 4% or $86,597 at 6%; with 100% employer match about $97,421 at 4% or $64,947 at 6%.
2007113$0$0-
Cutler & Grundman Profit Sharing 401K Plan-13---
2006113$1,038,576$106,013$8,155iApproximate average salary by contribution assumption: employee only about $203,871 at 4% or $135,914 at 6%; with 50% employer match about $135,914 at 4% or $90,609 at 6%; with 100% employer match about $101,936 at 4% or $67,957 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-13$1,038,576$106,013$8,155iApproximate average salary by contribution assumption: employee only about $203,871 at 4% or $135,914 at 6%; with 50% employer match about $135,914 at 4% or $90,609 at 6%; with 100% employer match about $101,936 at 4% or $67,957 at 6%.
2005112$780,536$129,643$10,804iApproximate average salary by contribution assumption: employee only about $270,090 at 4% or $180,060 at 6%; with 50% employer match about $180,060 at 4% or $120,040 at 6%; with 100% employer match about $135,045 at 4% or $90,030 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$780,536$129,643$10,804iApproximate average salary by contribution assumption: employee only about $270,090 at 4% or $180,060 at 6%; with 50% employer match about $180,060 at 4% or $120,040 at 6%; with 100% employer match about $135,045 at 4% or $90,030 at 6%.
2004112$601,320$108,928$9,077iApproximate average salary by contribution assumption: employee only about $226,933 at 4% or $151,289 at 6%; with 50% employer match about $151,289 at 4% or $100,859 at 6%; with 100% employer match about $113,467 at 4% or $75,644 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$601,320$108,928$9,077iApproximate average salary by contribution assumption: employee only about $226,933 at 4% or $151,289 at 6%; with 50% employer match about $151,289 at 4% or $100,859 at 6%; with 100% employer match about $113,467 at 4% or $75,644 at 6%.
2003113$414,417$86,231$6,633iApproximate average salary by contribution assumption: employee only about $165,829 at 4% or $110,553 at 6%; with 50% employer match about $110,553 at 4% or $73,702 at 6%; with 100% employer match about $82,914 at 4% or $55,276 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-13$414,417$86,231$6,633iApproximate average salary by contribution assumption: employee only about $165,829 at 4% or $110,553 at 6%; with 50% employer match about $110,553 at 4% or $73,702 at 6%; with 100% employer match about $82,914 at 4% or $55,276 at 6%.
2002112$224,781$93,719$7,810iApproximate average salary by contribution assumption: employee only about $195,248 at 4% or $130,165 at 6%; with 50% employer match about $130,165 at 4% or $86,777 at 6%; with 100% employer match about $97,624 at 4% or $65,083 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$224,781$93,719$7,810iApproximate average salary by contribution assumption: employee only about $195,248 at 4% or $130,165 at 6%; with 50% employer match about $130,165 at 4% or $86,777 at 6%; with 100% employer match about $97,624 at 4% or $65,083 at 6%.
2001112$0$0-
Cutler & Grundman Profit Sharing 401K Plan-12---
2000112$73,797$85,979$7,165iApproximate average salary by contribution assumption: employee only about $179,123 at 4% or $119,415 at 6%; with 50% employer match about $119,415 at 4% or $79,610 at 6%; with 100% employer match about $89,561 at 4% or $59,708 at 6%.
Cutler & Grundman Profit Sharing 401K Plan-12$73,797$85,979$7,165iApproximate average salary by contribution assumption: employee only about $179,123 at 4% or $119,415 at 6%; with 50% employer match about $119,415 at 4% or $79,610 at 6%; with 100% employer match about $89,561 at 4% or $59,708 at 6%.