Civic Intelligence

Lance E. West, D.M.D., M.S. PC.

Plan context: Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan

EIN 80-0026086 • Medford, OR • 27 filings • 5 plans

1475 East Mcandrews RoadMedford, OR 97504
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$5,018,031

2024 Contributions

$454,019

Historical Graphs

Total Assets Over Time

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

$5,018,031$2,509,016$0200620162024YearValue
$5,018,031Latest year 2024

Participants Over Time

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

28140200620152024YearValue
28Latest 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
2024228$5,018,031$454,019$16,215iApproximate average salary by contribution assumption: employee only about $405,374 at 4% or $270,249 at 6%; with 50% employer match about $270,249 at 4% or $180,166 at 6%; with 100% employer match about $202,687 at 4% or $135,125 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-27$2,838,927$168,913$6,256iApproximate average salary by contribution assumption: employee only about $156,401 at 4% or $104,267 at 6%; with 50% employer match about $104,267 at 4% or $69,512 at 6%; with 100% employer match about $78,200 at 4% or $52,134 at 6%.
LANCE E WEST DMD MS PC CASH BALANCE PLAN-28$2,179,104$285,106$10,182iApproximate average salary by contribution assumption: employee only about $254,559 at 4% or $169,706 at 6%; with 50% employer match about $169,706 at 4% or $113,137 at 6%; with 100% employer match about $127,279 at 4% or $84,853 at 6%.
2023224$4,207,134$371,692$15,487iApproximate average salary by contribution assumption: employee only about $387,179 at 4% or $258,119 at 6%; with 50% employer match about $258,119 at 4% or $172,080 at 6%; with 100% employer match about $193,590 at 4% or $129,060 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-22$2,440,574$197,640$8,984iApproximate average salary by contribution assumption: employee only about $224,591 at 4% or $149,727 at 6%; with 50% employer match about $149,727 at 4% or $99,818 at 6%; with 100% employer match about $112,295 at 4% or $74,864 at 6%.
LANCE E WEST DMD MS PC CASH BALANCE PLAN-24$1,766,560$174,052$7,252iApproximate average salary by contribution assumption: employee only about $181,304 at 4% or $120,869 at 6%; with 50% employer match about $120,869 at 4% or $80,580 at 6%; with 100% employer match about $90,652 at 4% or $60,435 at 6%.
2022221$3,374,062$300,645$14,316iApproximate average salary by contribution assumption: employee only about $357,911 at 4% or $238,607 at 6%; with 50% employer match about $238,607 at 4% or $159,071 at 6%; with 100% employer match about $178,955 at 4% or $119,304 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-18$1,942,819$120,645$6,703iApproximate average salary by contribution assumption: employee only about $167,563 at 4% or $111,708 at 6%; with 50% employer match about $111,708 at 4% or $74,472 at 6%; with 100% employer match about $83,781 at 4% or $55,854 at 6%.
LANCE E WEST DMD MS PC CASH BALANCE PLAN-21$1,431,243$180,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
2021220$3,557,834$418,547$20,927iApproximate average salary by contribution assumption: employee only about $523,184 at 4% or $348,789 at 6%; with 50% employer match about $348,789 at 4% or $232,526 at 6%; with 100% employer match about $261,592 at 4% or $174,395 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-20$2,131,255$118,547$5,927iApproximate average salary by contribution assumption: employee only about $148,184 at 4% or $98,789 at 6%; with 50% employer match about $98,789 at 4% or $65,859 at 6%; with 100% employer match about $74,092 at 4% or $49,395 at 6%.
LANCE E WEST DMD MS PC CASH BALANCE PLAN-16$1,426,579$300,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
2020223$2,738,939$423,417$18,409iApproximate average salary by contribution assumption: employee only about $460,236 at 4% or $306,824 at 6%; with 50% employer match about $306,824 at 4% or $204,549 at 6%; with 100% employer match about $230,118 at 4% or $153,412 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-23$1,727,000$123,417$5,366iApproximate average salary by contribution assumption: employee only about $134,149 at 4% or $89,433 at 6%; with 50% employer match about $89,433 at 4% or $59,622 at 6%; with 100% employer match about $67,074 at 4% or $44,716 at 6%.
LANCE E WEST DMD MS PC CASH BALANCE PLAN-20$1,011,939$300,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2019219$2,137,314$396,298$20,858iApproximate average salary by contribution assumption: employee only about $521,445 at 4% or $347,630 at 6%; with 50% employer match about $347,630 at 4% or $231,753 at 6%; with 100% employer match about $260,722 at 4% or $173,815 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-19$1,477,151$90,405$4,758iApproximate average salary by contribution assumption: employee only about $118,954 at 4% or $79,303 at 6%; with 50% employer match about $79,303 at 4% or $52,868 at 6%; with 100% employer match about $59,477 at 4% or $39,651 at 6%.
LANCE E WEST DMD MS PC CASH BALANCE PLAN-17$660,163$305,893$17,994iApproximate average salary by contribution assumption: employee only about $449,843 at 4% or $299,895 at 6%; with 50% employer match about $299,895 at 4% or $199,930 at 6%; with 100% employer match about $224,921 at 4% or $149,948 at 6%.
2018217$1,488,749$269,184$15,834iApproximate average salary by contribution assumption: employee only about $395,859 at 4% or $263,906 at 6%; with 50% employer match about $263,906 at 4% or $175,937 at 6%; with 100% employer match about $197,929 at 4% or $131,953 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-17$1,190,042$86,119$5,066iApproximate average salary by contribution assumption: employee only about $126,646 at 4% or $84,430 at 6%; with 50% employer match about $84,430 at 4% or $56,287 at 6%; with 100% employer match about $63,323 at 4% or $42,215 at 6%.
LANCE E WEST DMD MS PC CASH BALANCE PLAN-11$298,707$183,065$16,642iApproximate average salary by contribution assumption: employee only about $416,057 at 4% or $277,371 at 6%; with 50% employer match about $277,371 at 4% or $184,914 at 6%; with 100% employer match about $208,028 at 4% or $138,686 at 6%.
2017212$1,360,515$331,522$27,627iApproximate average salary by contribution assumption: employee only about $690,671 at 4% or $460,447 at 6%; with 50% employer match about $460,447 at 4% or $306,965 at 6%; with 100% employer match about $345,335 at 4% or $230,224 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-12$1,220,306$193,980$16,165iApproximate average salary by contribution assumption: employee only about $404,125 at 4% or $269,417 at 6%; with 50% employer match about $269,417 at 4% or $179,611 at 6%; with 100% employer match about $202,063 at 4% or $134,708 at 6%.
LANCE E. WEST, D.M.D., M.S., P.C. CASH BALANCE PLAN-10$140,209$137,542$13,754iApproximate average salary by contribution assumption: employee only about $343,855 at 4% or $229,237 at 6%; with 50% employer match about $229,237 at 4% or $152,824 at 6%; with 100% employer match about $171,928 at 4% or $114,618 at 6%.
2016112$903,803$92,628$7,719iApproximate average salary by contribution assumption: employee only about $192,975 at 4% or $128,650 at 6%; with 50% employer match about $128,650 at 4% or $85,767 at 6%; with 100% employer match about $96,488 at 4% or $64,325 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-12$903,803$92,628$7,719iApproximate average salary by contribution assumption: employee only about $192,975 at 4% or $128,650 at 6%; with 50% employer match about $128,650 at 4% or $85,767 at 6%; with 100% employer match about $96,488 at 4% or $64,325 at 6%.
2015112$816,929$91,572$7,631iApproximate average salary by contribution assumption: employee only about $190,775 at 4% or $127,183 at 6%; with 50% employer match about $127,183 at 4% or $84,789 at 6%; with 100% employer match about $95,388 at 4% or $63,592 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-12$816,929$91,572$7,631iApproximate average salary by contribution assumption: employee only about $190,775 at 4% or $127,183 at 6%; with 50% employer match about $127,183 at 4% or $84,789 at 6%; with 100% employer match about $95,388 at 4% or $63,592 at 6%.
2014114$756,574$92,727$6,623iApproximate average salary by contribution assumption: employee only about $165,584 at 4% or $110,389 at 6%; with 50% employer match about $110,389 at 4% or $73,593 at 6%; with 100% employer match about $82,792 at 4% or $55,195 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-14$756,574$92,727$6,623iApproximate average salary by contribution assumption: employee only about $165,584 at 4% or $110,389 at 6%; with 50% employer match about $110,389 at 4% or $73,593 at 6%; with 100% employer match about $82,792 at 4% or $55,195 at 6%.
2013115$675,111$95,568$6,371iApproximate average salary by contribution assumption: employee only about $159,280 at 4% or $106,187 at 6%; with 50% employer match about $106,187 at 4% or $70,791 at 6%; with 100% employer match about $79,640 at 4% or $53,093 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-15$675,111$95,568$6,371iApproximate average salary by contribution assumption: employee only about $159,280 at 4% or $106,187 at 6%; with 50% employer match about $106,187 at 4% or $70,791 at 6%; with 100% employer match about $79,640 at 4% or $53,093 at 6%.
2012114$483,426$80,156$5,725iApproximate average salary by contribution assumption: employee only about $143,136 at 4% or $95,424 at 6%; with 50% employer match about $95,424 at 4% or $63,616 at 6%; with 100% employer match about $71,568 at 4% or $47,712 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-14$483,426$80,156$5,725iApproximate average salary by contribution assumption: employee only about $143,136 at 4% or $95,424 at 6%; with 50% employer match about $95,424 at 4% or $63,616 at 6%; with 100% employer match about $71,568 at 4% or $47,712 at 6%.
2011111$357,841$50,083$4,553iApproximate average salary by contribution assumption: employee only about $113,825 at 4% or $75,883 at 6%; with 50% employer match about $75,883 at 4% or $50,589 at 6%; with 100% employer match about $56,913 at 4% or $37,942 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-11$357,841$50,083$4,553iApproximate average salary by contribution assumption: employee only about $113,825 at 4% or $75,883 at 6%; with 50% employer match about $75,883 at 4% or $50,589 at 6%; with 100% employer match about $56,913 at 4% or $37,942 at 6%.
2010111$321,980$88,030$8,003iApproximate average salary by contribution assumption: employee only about $200,068 at 4% or $133,379 at 6%; with 50% employer match about $133,379 at 4% or $88,919 at 6%; with 100% employer match about $100,034 at 4% or $66,689 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-11$321,980$88,030$8,003iApproximate average salary by contribution assumption: employee only about $200,068 at 4% or $133,379 at 6%; with 50% employer match about $133,379 at 4% or $88,919 at 6%; with 100% employer match about $100,034 at 4% or $66,689 at 6%.
2009111$197,676$54,579$4,962iApproximate average salary by contribution assumption: employee only about $124,043 at 4% or $82,695 at 6%; with 50% employer match about $82,695 at 4% or $55,130 at 6%; with 100% employer match about $62,022 at 4% or $41,348 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-11$197,676$54,579$4,962iApproximate average salary by contribution assumption: employee only about $124,043 at 4% or $82,695 at 6%; with 50% employer match about $82,695 at 4% or $55,130 at 6%; with 100% employer match about $62,022 at 4% or $41,348 at 6%.
200816$110,349$39,377$6,563iApproximate average salary by contribution assumption: employee only about $164,071 at 4% or $109,381 at 6%; with 50% employer match about $109,381 at 4% or $72,920 at 6%; with 100% employer match about $82,035 at 4% or $54,690 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-6$110,349$39,377$6,563iApproximate average salary by contribution assumption: employee only about $164,071 at 4% or $109,381 at 6%; with 50% employer match about $109,381 at 4% or $72,920 at 6%; with 100% employer match about $82,035 at 4% or $54,690 at 6%.
200716$0$0-
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-6---
200614$65,000$63,691$15,923iApproximate average salary by contribution assumption: employee only about $398,069 at 4% or $265,379 at 6%; with 50% employer match about $265,379 at 4% or $176,919 at 6%; with 100% employer match about $199,034 at 4% or $132,690 at 6%.
Lance E. West, D.M.D., M.S. PC. 401(K) Profit Sharing Plan-4$65,000$63,691$15,923iApproximate average salary by contribution assumption: employee only about $398,069 at 4% or $265,379 at 6%; with 50% employer match about $265,379 at 4% or $176,919 at 6%; with 100% employer match about $199,034 at 4% or $132,690 at 6%.
Lance E. West, D.M.D., M.S. PC. | EIN 80-0026086 | 2024 Form 5500 Company Profile