Civic Intelligence

C. Bonner Oates, D.D.S.

Plan context: C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust

EIN 85-0322392 • 27 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$753,700

2024 Contributions

$42,000

Historical Graphs

Total Assets Over Time

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

$2,855,536$1,427,768$0199920132024YearValue
$753,700Latest year 2024

Participants Over Time

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

1050199920122024YearValue
1Latest 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
202411$753,700$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-1$753,700--
202311$833,597$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-1$833,597--
202211$835,118$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-1$835,118--
202111$828,678$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-1$828,678--
202011$2,811,899$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-1$2,811,899--
201911$2,855,536$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-1$2,855,536--
201816$2,776,279$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-6$2,776,279--
201715$2,713,156$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-5$2,713,156--
201616$2,592,460$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-6$2,592,460--
201518$2,505,974$42,000$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-8$2,505,974$42,000$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
201419$2,391,325$57,670$6,408iApproximate average salary by contribution assumption: employee only about $160,194 at 4% or $106,796 at 6%; with 50% employer match about $106,796 at 4% or $71,198 at 6%; with 100% employer match about $80,097 at 4% or $53,398 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-9$2,391,325$57,670$6,408iApproximate average salary by contribution assumption: employee only about $160,194 at 4% or $106,796 at 6%; with 50% employer match about $106,796 at 4% or $71,198 at 6%; with 100% employer match about $80,097 at 4% or $53,398 at 6%.
2013110$2,254,833$62,387$6,239iApproximate average salary by contribution assumption: employee only about $155,968 at 4% or $103,978 at 6%; with 50% employer match about $103,978 at 4% or $69,319 at 6%; with 100% employer match about $77,984 at 4% or $51,989 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-10$2,254,833$62,387$6,239iApproximate average salary by contribution assumption: employee only about $155,968 at 4% or $103,978 at 6%; with 50% employer match about $103,978 at 4% or $69,319 at 6%; with 100% employer match about $77,984 at 4% or $51,989 at 6%.
201217$2,104,299$58,075$8,296iApproximate average salary by contribution assumption: employee only about $207,411 at 4% or $138,274 at 6%; with 50% employer match about $138,274 at 4% or $92,183 at 6%; with 100% employer match about $103,705 at 4% or $69,137 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-7$2,104,299$58,075$8,296iApproximate average salary by contribution assumption: employee only about $207,411 at 4% or $138,274 at 6%; with 50% employer match about $138,274 at 4% or $92,183 at 6%; with 100% employer match about $103,705 at 4% or $69,137 at 6%.
201116$1,980,693$56,690$9,448iApproximate average salary by contribution assumption: employee only about $236,208 at 4% or $157,472 at 6%; with 50% employer match about $157,472 at 4% or $104,981 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-6$1,980,693$56,690$9,448iApproximate average salary by contribution assumption: employee only about $236,208 at 4% or $157,472 at 6%; with 50% employer match about $157,472 at 4% or $104,981 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%.
201017$1,809,992$56,138$8,020iApproximate average salary by contribution assumption: employee only about $200,493 at 4% or $133,662 at 6%; with 50% employer match about $133,662 at 4% or $89,108 at 6%; with 100% employer match about $100,246 at 4% or $66,831 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-7$1,809,992$56,138$8,020iApproximate average salary by contribution assumption: employee only about $200,493 at 4% or $133,662 at 6%; with 50% employer match about $133,662 at 4% or $89,108 at 6%; with 100% employer match about $100,246 at 4% or $66,831 at 6%.
2009110$1,646,470$51,381$5,138iApproximate average salary by contribution assumption: employee only about $128,453 at 4% or $85,635 at 6%; with 50% employer match about $85,635 at 4% or $57,090 at 6%; with 100% employer match about $64,226 at 4% or $42,818 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-10$1,646,470$51,381$5,138iApproximate average salary by contribution assumption: employee only about $128,453 at 4% or $85,635 at 6%; with 50% employer match about $85,635 at 4% or $57,090 at 6%; with 100% employer match about $64,226 at 4% or $42,818 at 6%.
200817$1,496,198$56,423$8,060iApproximate average salary by contribution assumption: employee only about $201,511 at 4% or $134,340 at 6%; with 50% employer match about $134,340 at 4% or $89,560 at 6%; with 100% employer match about $100,755 at 4% or $67,170 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-7$1,496,198$56,423$8,060iApproximate average salary by contribution assumption: employee only about $201,511 at 4% or $134,340 at 6%; with 50% employer match about $134,340 at 4% or $89,560 at 6%; with 100% employer match about $100,755 at 4% or $67,170 at 6%.
200717$0$0-
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-7---
200618$1,347,042$51,548$6,444iApproximate average salary by contribution assumption: employee only about $161,088 at 4% or $107,392 at 6%; with 50% employer match about $107,392 at 4% or $71,594 at 6%; with 100% employer match about $80,544 at 4% or $53,696 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-8$1,347,042$51,548$6,444iApproximate average salary by contribution assumption: employee only about $161,088 at 4% or $107,392 at 6%; with 50% employer match about $107,392 at 4% or $71,594 at 6%; with 100% employer match about $80,544 at 4% or $53,696 at 6%.
2005110$1,239,389$53,124$5,312iApproximate average salary by contribution assumption: employee only about $132,810 at 4% or $88,540 at 6%; with 50% employer match about $88,540 at 4% or $59,027 at 6%; with 100% employer match about $66,405 at 4% or $44,270 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-10$1,239,389$53,124$5,312iApproximate average salary by contribution assumption: employee only about $132,810 at 4% or $88,540 at 6%; with 50% employer match about $88,540 at 4% or $59,027 at 6%; with 100% employer match about $66,405 at 4% or $44,270 at 6%.
200417$1,269,394$62,168$8,881iApproximate average salary by contribution assumption: employee only about $222,029 at 4% or $148,019 at 6%; with 50% employer match about $148,019 at 4% or $98,679 at 6%; with 100% employer match about $111,014 at 4% or $74,010 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-7$1,269,394$62,168$8,881iApproximate average salary by contribution assumption: employee only about $222,029 at 4% or $148,019 at 6%; with 50% employer match about $148,019 at 4% or $98,679 at 6%; with 100% employer match about $111,014 at 4% or $74,010 at 6%.
200317$1,180,061$60,003$8,572iApproximate average salary by contribution assumption: employee only about $214,296 at 4% or $142,864 at 6%; with 50% employer match about $142,864 at 4% or $95,243 at 6%; with 100% employer match about $107,148 at 4% or $71,432 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-7$1,180,061$60,003$8,572iApproximate average salary by contribution assumption: employee only about $214,296 at 4% or $142,864 at 6%; with 50% employer match about $142,864 at 4% or $95,243 at 6%; with 100% employer match about $107,148 at 4% or $71,432 at 6%.
200228$984,828$59,377$7,422iApproximate average salary by contribution assumption: employee only about $185,553 at 4% or $123,702 at 6%; with 50% employer match about $123,702 at 4% or $82,468 at 6%; with 100% employer match about $92,777 at 4% or $61,851 at 6%.
C. Bonner Oates, D.D.S. Profit Sharing Plan and Trust-8$984,828--
C. Bonner Oates, D.D.S. Money Purchase Pension Plan-0-$59,377-
200117$0$0-
C. Bonner Oates, D.D.S. Money Purchase Pension Plan-7---
200017$744,904$53,972$7,710iApproximate average salary by contribution assumption: employee only about $192,757 at 4% or $128,505 at 6%; with 50% employer match about $128,505 at 4% or $85,670 at 6%; with 100% employer match about $96,379 at 4% or $64,252 at 6%.
C. Bonner Oates, D.D.S. Money Purchase Pension Plan-7$744,904$53,972$7,710iApproximate average salary by contribution assumption: employee only about $192,757 at 4% or $128,505 at 6%; with 50% employer match about $128,505 at 4% or $85,670 at 6%; with 100% employer match about $96,379 at 4% or $64,252 at 6%.
199915$647,376$45,877$9,175iApproximate average salary by contribution assumption: employee only about $229,385 at 4% or $152,923 at 6%; with 50% employer match about $152,923 at 4% or $101,949 at 6%; with 100% employer match about $114,693 at 4% or $76,462 at 6%.
C. Bonner Oates, D.D.S. Money Purchase Pension Plan-5$647,376$45,877$9,175iApproximate average salary by contribution assumption: employee only about $229,385 at 4% or $152,923 at 6%; with 50% employer match about $152,923 at 4% or $101,949 at 6%; with 100% employer match about $114,693 at 4% or $76,462 at 6%.