James L. Winteron Dds Inc.
Plan context: James L. Winteron Dds Inc. 401(K) Plan & Trust
EIN 81-4143274 • Newport Beach, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$448,099
2025 Contributions
$68,357
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $448,099 | $68,357 | $8,545iApproximate average salary by contribution assumption: employee only about $213,616 at 4% or $142,410 at 6%; with 50% employer match about $142,410 at 4% or $94,940 at 6%; with 100% employer match about $106,808 at 4% or $71,205 at 6%. |
| James L. Winteron Dds Inc. 401(K) Plan & Trust | - | 8 | $448,099 | $68,357 | $8,545iApproximate average salary by contribution assumption: employee only about $213,616 at 4% or $142,410 at 6%; with 50% employer match about $142,410 at 4% or $94,940 at 6%; with 100% employer match about $106,808 at 4% or $71,205 at 6%. |
| 2024 | 1 | 7 | $328,915 | $73,397 | $10,485iApproximate average salary by contribution assumption: employee only about $262,132 at 4% or $174,755 at 6%; with 50% employer match about $174,755 at 4% or $116,503 at 6%; with 100% employer match about $131,066 at 4% or $87,377 at 6%. |
| James L. Winteron Dds Inc. 401(K) Plan & Trust | - | 7 | $328,915 | $73,397 | $10,485iApproximate average salary by contribution assumption: employee only about $262,132 at 4% or $174,755 at 6%; with 50% employer match about $174,755 at 4% or $116,503 at 6%; with 100% employer match about $131,066 at 4% or $87,377 at 6%. |
| 2023 | 1 | 7 | $238,058 | $71,557 | $10,222iApproximate average salary by contribution assumption: employee only about $255,561 at 4% or $170,374 at 6%; with 50% employer match about $170,374 at 4% or $113,583 at 6%; with 100% employer match about $127,780 at 4% or $85,187 at 6%. |
| James L. Winteron Dds Inc. 401(K) Plan & Trust | - | 7 | $238,058 | $71,557 | $10,222iApproximate average salary by contribution assumption: employee only about $255,561 at 4% or $170,374 at 6%; with 50% employer match about $170,374 at 4% or $113,583 at 6%; with 100% employer match about $127,780 at 4% or $85,187 at 6%. |
| 2022 | 1 | 7 | $148,337 | $84,360 | $12,051iApproximate average salary by contribution assumption: employee only about $301,286 at 4% or $200,857 at 6%; with 50% employer match about $200,857 at 4% or $133,905 at 6%; with 100% employer match about $150,643 at 4% or $100,429 at 6%. |
| James L. Winteron Dds Inc. 401(K) Plan & Trust | - | 7 | $148,337 | $84,360 | $12,051iApproximate average salary by contribution assumption: employee only about $301,286 at 4% or $200,857 at 6%; with 50% employer match about $200,857 at 4% or $133,905 at 6%; with 100% employer match about $150,643 at 4% or $100,429 at 6%. |
| 2021 | 1 | 7 | $72,962 | $71,694 | $10,242iApproximate average salary by contribution assumption: employee only about $256,050 at 4% or $170,700 at 6%; with 50% employer match about $170,700 at 4% or $113,800 at 6%; with 100% employer match about $128,025 at 4% or $85,350 at 6%. |
| James L. Winteron Dds Inc. 401(K) Plan & Trust | - | 7 | $72,962 | $71,694 | $10,242iApproximate average salary by contribution assumption: employee only about $256,050 at 4% or $170,700 at 6%; with 50% employer match about $170,700 at 4% or $113,800 at 6%; with 100% employer match about $128,025 at 4% or $85,350 at 6%. |