ALEX KIM DMD, INC.
Plan context: ALEX KIM DMD, INC. RETIREMENT PLAN & TRUST
EIN 84-4503272 • San Diego, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$648,610
2025 Contributions
$137,667
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 | 7 | $648,610 | $137,667 | $19,667iApproximate average salary by contribution assumption: employee only about $491,668 at 4% or $327,779 at 6%; with 50% employer match about $327,779 at 4% or $218,519 at 6%; with 100% employer match about $245,834 at 4% or $163,889 at 6%. |
| ALEX KIM DMD, INC. RETIREMENT PLAN & TRUST | - | 7 | $648,610 | $137,667 | $19,667iApproximate average salary by contribution assumption: employee only about $491,668 at 4% or $327,779 at 6%; with 50% employer match about $327,779 at 4% or $218,519 at 6%; with 100% employer match about $245,834 at 4% or $163,889 at 6%. |
| 2024 | 1 | 6 | $455,387 | $123,401 | $20,567iApproximate average salary by contribution assumption: employee only about $514,171 at 4% or $342,781 at 6%; with 50% employer match about $342,781 at 4% or $228,520 at 6%; with 100% employer match about $257,085 at 4% or $171,390 at 6%. |
| ALEX KIM DMD, INC. RETIREMENT PLAN & TRUST | - | 6 | $455,387 | $123,401 | $20,567iApproximate average salary by contribution assumption: employee only about $514,171 at 4% or $342,781 at 6%; with 50% employer match about $342,781 at 4% or $228,520 at 6%; with 100% employer match about $257,085 at 4% or $171,390 at 6%. |
| 2023 | 1 | 8 | $320,128 | $207,973 | $25,997iApproximate average salary by contribution assumption: employee only about $649,916 at 4% or $433,277 at 6%; with 50% employer match about $433,277 at 4% or $288,851 at 6%; with 100% employer match about $324,958 at 4% or $216,639 at 6%. |
| ALEX KIM DMD, INC. RETIREMENT PLAN & TRUST | - | 8 | $320,128 | $207,973 | $25,997iApproximate average salary by contribution assumption: employee only about $649,916 at 4% or $433,277 at 6%; with 50% employer match about $433,277 at 4% or $288,851 at 6%; with 100% employer match about $324,958 at 4% or $216,639 at 6%. |
| 2022 | 1 | 9 | $83,259 | $82,626 | $9,181iApproximate average salary by contribution assumption: employee only about $229,517 at 4% or $153,011 at 6%; with 50% employer match about $153,011 at 4% or $102,007 at 6%; with 100% employer match about $114,758 at 4% or $76,506 at 6%. |
| ALEX KIM DMD, INC. RETIREMENT PLAN & TRUST | - | 9 | $83,259 | $82,626 | $9,181iApproximate average salary by contribution assumption: employee only about $229,517 at 4% or $153,011 at 6%; with 50% employer match about $153,011 at 4% or $102,007 at 6%; with 100% employer match about $114,758 at 4% or $76,506 at 6%. |