Civic Intelligence

Roger W.K. Joe, Dds Inc.

Plan context: Roger Joe, D.D.S. Retirement Plan

EIN 84-4133201 • 5 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,858,006

2024 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$1,858,006$929,003$0202020222024YearValue
$1,858,006Latest year 2024

Participants Over Time

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

530202020222024YearValue
5Latest 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
202415$1,858,006$0-
Roger Joe, D.D.S. Retirement Plan-5$1,858,006--
202315$1,806,824$0-
Roger Joe, D.D.S. Retirement Plan-5$1,806,824--
202215$1,692,657$0-
Roger Joe, D.D.S. Retirement Plan-5$1,692,657--
202115$1,745,742$0-
Roger Joe, D.D.S. Retirement Plan-5$1,745,742--
202011$1,367,779$0-
Roger Joe, D.D.S. Retirement Plan-1$1,367,779--