Civic Intelligence

BRIAN B. FONG, DMD, MD, INC.

Plan context: BRIAN B. FONG, DMD, MD, INC. CASH BALANCE PLAN

EIN 83-1795116 • Elk Grove, CA • 8 filings • 2 plans

9390 Big Horn Blvd, Suite 100Elk Grove, CA 95758
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$866,058

2025 Contributions

$158,000

Historical Graphs

Total Assets Over Time

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

$1,158,110$579,055$0202020232025YearValue
$866,058Latest year 2025

Participants Over Time

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

530202020232025YearValue
5Latest year 2025

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
202515$866,058$158,000$31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%.
BRIAN B. FONG, DMD, MD, INC. CASH BALANCE PLAN-5$866,058$158,000$31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%.
202415$642,123$133,015$26,603iApproximate average salary by contribution assumption: employee only about $665,075 at 4% or $443,383 at 6%; with 50% employer match about $443,383 at 4% or $295,589 at 6%; with 100% employer match about $332,538 at 4% or $221,692 at 6%.
BRIAN B. FONG, DMD, MD, INC. CASH BALANCE PLAN-5$642,123$133,015$26,603iApproximate average salary by contribution assumption: employee only about $665,075 at 4% or $443,383 at 6%; with 50% employer match about $443,383 at 4% or $295,589 at 6%; with 100% employer match about $332,538 at 4% or $221,692 at 6%.
202325$473,301$129,812$25,962iApproximate average salary by contribution assumption: employee only about $649,060 at 4% or $432,707 at 6%; with 50% employer match about $432,707 at 4% or $288,471 at 6%; with 100% employer match about $324,530 at 4% or $216,353 at 6%.
BRIAN B. FONG, DMD, MD, INC. CASH BALANCE PLAN-5$473,301$100,435$20,087iApproximate average salary by contribution assumption: employee only about $502,175 at 4% or $334,783 at 6%; with 50% employer match about $334,783 at 4% or $223,189 at 6%; with 100% employer match about $251,088 at 4% or $167,392 at 6%.
BRIAN B. FONG DMD, MD 401(K) PLAN-0$0$29,377-
202225$1,158,110$232,100$46,420iApproximate average salary by contribution assumption: employee only about $1,160,500 at 4% or $773,667 at 6%; with 50% employer match about $773,667 at 4% or $515,778 at 6%; with 100% employer match about $580,250 at 4% or $386,833 at 6%.
BRIAN B. FONG DMD, MD 401(K) PLAN-5$800,113$32,100$6,420iApproximate average salary by contribution assumption: employee only about $160,500 at 4% or $107,000 at 6%; with 50% employer match about $107,000 at 4% or $71,333 at 6%; with 100% employer match about $80,250 at 4% or $53,500 at 6%.
BRIAN B. FONG, DMD, MD, INC. CASH BALANCE PLAN-5$357,997$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202114$850,297$70,129$17,532iApproximate average salary by contribution assumption: employee only about $438,306 at 4% or $292,204 at 6%; with 50% employer match about $292,204 at 4% or $194,803 at 6%; with 100% employer match about $219,153 at 4% or $146,102 at 6%.
BRIAN B. FONG DMD, MD 401(K) PLAN-4$850,297$70,129$17,532iApproximate average salary by contribution assumption: employee only about $438,306 at 4% or $292,204 at 6%; with 50% employer match about $292,204 at 4% or $194,803 at 6%; with 100% employer match about $219,153 at 4% or $146,102 at 6%.
202014$635,116$94,875$23,719iApproximate average salary by contribution assumption: employee only about $592,969 at 4% or $395,313 at 6%; with 50% employer match about $395,313 at 4% or $263,542 at 6%; with 100% employer match about $296,484 at 4% or $197,656 at 6%.
BRIAN B. FONG DMD, MD 401(K) PLAN-4$635,116$94,875$23,719iApproximate average salary by contribution assumption: employee only about $592,969 at 4% or $395,313 at 6%; with 50% employer match about $395,313 at 4% or $263,542 at 6%; with 100% employer match about $296,484 at 4% or $197,656 at 6%.