Civic Intelligence

Exeter Family Dentistry

Plan context: Exeter Family Dentistry Cash Balance Plan and Trust

EIN 77-0506435 • Exeter, CA • 26 filings • 2 plans

148 N. E StreetExeter, CA 93221
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,511,068

2024 Contributions

$149,486

Historical Graphs

Total Assets Over Time

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

$2,511,068$1,255,534$0201220182024YearValue
$2,511,068Latest year 2024

Participants Over Time

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

740201220182024YearValue
6Latest 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
202426$2,511,068$149,486$24,914iApproximate average salary by contribution assumption: employee only about $622,858 at 4% or $415,239 at 6%; with 50% employer match about $415,239 at 4% or $276,826 at 6%; with 100% employer match about $311,429 at 4% or $207,619 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-5$2,463,629$139,000$27,800iApproximate average salary by contribution assumption: employee only about $695,000 at 4% or $463,333 at 6%; with 50% employer match about $463,333 at 4% or $308,889 at 6%; with 100% employer match about $347,500 at 4% or $231,667 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-6$47,439$10,486$1,748iApproximate average salary by contribution assumption: employee only about $43,692 at 4% or $29,128 at 6%; with 50% employer match about $29,128 at 4% or $19,419 at 6%; with 100% employer match about $21,846 at 4% or $14,564 at 6%.
202324$2,023,324$182,236$45,559iApproximate average salary by contribution assumption: employee only about $1,138,975 at 4% or $759,317 at 6%; with 50% employer match about $759,317 at 4% or $506,211 at 6%; with 100% employer match about $569,488 at 4% or $379,658 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-2$1,990,543$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-4$32,781$2,236$559iApproximate average salary by contribution assumption: employee only about $13,975 at 4% or $9,317 at 6%; with 50% employer match about $9,317 at 4% or $6,211 at 6%; with 100% employer match about $6,988 at 4% or $4,658 at 6%.
202225$1,739,951$131,855$26,371iApproximate average salary by contribution assumption: employee only about $659,275 at 4% or $439,517 at 6%; with 50% employer match about $439,517 at 4% or $293,011 at 6%; with 100% employer match about $329,638 at 4% or $219,758 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-5$1,699,387$130,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-4$40,564$1,855$464iApproximate average salary by contribution assumption: employee only about $11,594 at 4% or $7,729 at 6%; with 50% employer match about $7,729 at 4% or $5,153 at 6%; with 100% employer match about $5,797 at 4% or $3,865 at 6%.
202126$1,845,464$166,105$27,684iApproximate average salary by contribution assumption: employee only about $692,104 at 4% or $461,403 at 6%; with 50% employer match about $461,403 at 4% or $307,602 at 6%; with 100% employer match about $346,052 at 4% or $230,701 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-6$1,743,858$160,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-6$101,606$6,105$1,018iApproximate average salary by contribution assumption: employee only about $25,438 at 4% or $16,958 at 6%; with 50% employer match about $16,958 at 4% or $11,306 at 6%; with 100% employer match about $12,719 at 4% or $8,479 at 6%.
202027$1,476,485$170,112$24,302iApproximate average salary by contribution assumption: employee only about $607,543 at 4% or $405,029 at 6%; with 50% employer match about $405,029 at 4% or $270,019 at 6%; with 100% employer match about $303,771 at 4% or $202,514 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-6$1,391,242$163,000$27,167iApproximate average salary by contribution assumption: employee only about $679,167 at 4% or $452,778 at 6%; with 50% employer match about $452,778 at 4% or $301,852 at 6%; with 100% employer match about $339,583 at 4% or $226,389 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-7$85,243$7,112$1,016iApproximate average salary by contribution assumption: employee only about $25,400 at 4% or $16,933 at 6%; with 50% employer match about $16,933 at 4% or $11,289 at 6%; with 100% employer match about $12,700 at 4% or $8,467 at 6%.
201926$1,269,666$144,447$24,075iApproximate average salary by contribution assumption: employee only about $601,863 at 4% or $401,242 at 6%; with 50% employer match about $401,242 at 4% or $267,494 at 6%; with 100% employer match about $300,931 at 4% or $200,621 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-6$1,192,715$136,000$22,667iApproximate average salary by contribution assumption: employee only about $566,667 at 4% or $377,778 at 6%; with 50% employer match about $377,778 at 4% or $251,852 at 6%; with 100% employer match about $283,333 at 4% or $188,889 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-6$76,951$8,447$1,408iApproximate average salary by contribution assumption: employee only about $35,196 at 4% or $23,464 at 6%; with 50% employer match about $23,464 at 4% or $15,643 at 6%; with 100% employer match about $17,598 at 4% or $11,732 at 6%.
201826$1,005,136$175,713$29,286iApproximate average salary by contribution assumption: employee only about $732,138 at 4% or $488,092 at 6%; with 50% employer match about $488,092 at 4% or $325,394 at 6%; with 100% employer match about $366,069 at 4% or $244,046 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-6$945,192$167,370$27,895iApproximate average salary by contribution assumption: employee only about $697,375 at 4% or $464,917 at 6%; with 50% employer match about $464,917 at 4% or $309,944 at 6%; with 100% employer match about $348,688 at 4% or $232,458 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-6$59,944$8,343$1,391iApproximate average salary by contribution assumption: employee only about $34,763 at 4% or $23,175 at 6%; with 50% employer match about $23,175 at 4% or $15,450 at 6%; with 100% employer match about $17,381 at 4% or $11,588 at 6%.
201726$934,901$133,925$22,321iApproximate average salary by contribution assumption: employee only about $558,021 at 4% or $372,014 at 6%; with 50% employer match about $372,014 at 4% or $248,009 at 6%; with 100% employer match about $279,010 at 4% or $186,007 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-6$880,371$129,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-6$54,530$4,925$821iApproximate average salary by contribution assumption: employee only about $20,521 at 4% or $13,681 at 6%; with 50% employer match about $13,681 at 4% or $9,120 at 6%; with 100% employer match about $10,260 at 4% or $6,840 at 6%.
201626$743,934$132,505$22,084iApproximate average salary by contribution assumption: employee only about $552,104 at 4% or $368,069 at 6%; with 50% employer match about $368,069 at 4% or $245,380 at 6%; with 100% employer match about $276,052 at 4% or $184,035 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-6$698,213$124,800$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-5$45,721$7,705$1,541iApproximate average salary by contribution assumption: employee only about $38,525 at 4% or $25,683 at 6%; with 50% employer match about $25,683 at 4% or $17,122 at 6%; with 100% employer match about $19,263 at 4% or $12,842 at 6%.
201526$578,518$140,771$23,462iApproximate average salary by contribution assumption: employee only about $586,546 at 4% or $391,031 at 6%; with 50% employer match about $391,031 at 4% or $260,687 at 6%; with 100% employer match about $293,273 at 4% or $195,515 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-6$541,580$132,118$22,020iApproximate average salary by contribution assumption: employee only about $550,492 at 4% or $366,994 at 6%; with 50% employer match about $366,994 at 4% or $244,663 at 6%; with 100% employer match about $275,246 at 4% or $183,497 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-6$36,938$8,653$1,442iApproximate average salary by contribution assumption: employee only about $36,054 at 4% or $24,036 at 6%; with 50% employer match about $24,036 at 4% or $16,024 at 6%; with 100% employer match about $18,027 at 4% or $12,018 at 6%.
201426$451,386$161,224$26,871iApproximate average salary by contribution assumption: employee only about $671,767 at 4% or $447,844 at 6%; with 50% employer match about $447,844 at 4% or $298,563 at 6%; with 100% employer match about $335,883 at 4% or $223,922 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-4$421,036$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-6$30,350$11,224$1,871iApproximate average salary by contribution assumption: employee only about $46,767 at 4% or $31,178 at 6%; with 50% employer match about $31,178 at 4% or $20,785 at 6%; with 100% employer match about $23,383 at 4% or $15,589 at 6%.
201325$280,915$136,915$27,383iApproximate average salary by contribution assumption: employee only about $684,575 at 4% or $456,383 at 6%; with 50% employer match about $456,383 at 4% or $304,256 at 6%; with 100% employer match about $342,288 at 4% or $228,192 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-5$262,868$130,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-5$18,047$6,915$1,383iApproximate average salary by contribution assumption: employee only about $34,575 at 4% or $23,050 at 6%; with 50% employer match about $23,050 at 4% or $15,367 at 6%; with 100% employer match about $17,288 at 4% or $11,525 at 6%.
201226$137,945$137,945$22,991iApproximate average salary by contribution assumption: employee only about $574,771 at 4% or $383,181 at 6%; with 50% employer match about $383,181 at 4% or $255,454 at 6%; with 100% employer match about $287,385 at 4% or $191,590 at 6%.
Exeter Family Dentistry Cash Balance Plan and Trust-6$128,000$128,000$21,333iApproximate average salary by contribution assumption: employee only about $533,333 at 4% or $355,556 at 6%; with 50% employer match about $355,556 at 4% or $237,037 at 6%; with 100% employer match about $266,667 at 4% or $177,778 at 6%.
EXETER FAMILY DENTISTRY PROFIT SHARING PLAN-6$9,945$9,945$1,658iApproximate average salary by contribution assumption: employee only about $41,438 at 4% or $27,625 at 6%; with 50% employer match about $27,625 at 4% or $18,417 at 6%; with 100% employer match about $20,719 at 4% or $13,813 at 6%.