Marshall B. Young, Dds Inc.
Plan context: Marshall Young 401(K) Profit Sharing Plan
EIN 85-3339023 • Newport Beach, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$1,106,421
2025 Contributions
$88,622
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 | $1,106,421 | $88,622 | $11,078iApproximate average salary by contribution assumption: employee only about $276,944 at 4% or $184,629 at 6%; with 50% employer match about $184,629 at 4% or $123,086 at 6%; with 100% employer match about $138,472 at 4% or $92,315 at 6%. |
| Marshall Young 401(K) Profit Sharing Plan | - | 8 | $1,106,421 | $88,622 | $11,078iApproximate average salary by contribution assumption: employee only about $276,944 at 4% or $184,629 at 6%; with 50% employer match about $184,629 at 4% or $123,086 at 6%; with 100% employer match about $138,472 at 4% or $92,315 at 6%. |
| 2024 | 1 | 8 | $895,217 | $77,298 | $9,662iApproximate average salary by contribution assumption: employee only about $241,556 at 4% or $161,038 at 6%; with 50% employer match about $161,038 at 4% or $107,358 at 6%; with 100% employer match about $120,778 at 4% or $80,519 at 6%. |
| Marshall Young 401(K) Profit Sharing Plan | - | 8 | $895,217 | $77,298 | $9,662iApproximate average salary by contribution assumption: employee only about $241,556 at 4% or $161,038 at 6%; with 50% employer match about $161,038 at 4% or $107,358 at 6%; with 100% employer match about $120,778 at 4% or $80,519 at 6%. |
| 2023 | 1 | 7 | $728,808 | $68,062 | $9,723iApproximate average salary by contribution assumption: employee only about $243,079 at 4% or $162,052 at 6%; with 50% employer match about $162,052 at 4% or $108,035 at 6%; with 100% employer match about $121,539 at 4% or $81,026 at 6%. |
| Marshall Young 401(K) Profit Sharing Plan | - | 7 | $728,808 | $68,062 | $9,723iApproximate average salary by contribution assumption: employee only about $243,079 at 4% or $162,052 at 6%; with 50% employer match about $162,052 at 4% or $108,035 at 6%; with 100% employer match about $121,539 at 4% or $81,026 at 6%. |
| 2022 | 1 | 7 | $549,849 | $130,337 | $18,620iApproximate average salary by contribution assumption: employee only about $465,489 at 4% or $310,326 at 6%; with 50% employer match about $310,326 at 4% or $206,884 at 6%; with 100% employer match about $232,745 at 4% or $155,163 at 6%. |
| Marshall Young 401(K) Profit Sharing Plan | - | 7 | $549,849 | $130,337 | $18,620iApproximate average salary by contribution assumption: employee only about $465,489 at 4% or $310,326 at 6%; with 50% employer match about $310,326 at 4% or $206,884 at 6%; with 100% employer match about $232,745 at 4% or $155,163 at 6%. |
| 2021 | 1 | 7 | $516,264 | $64,257 | $9,180iApproximate average salary by contribution assumption: employee only about $229,489 at 4% or $152,993 at 6%; with 50% employer match about $152,993 at 4% or $101,995 at 6%; with 100% employer match about $114,745 at 4% or $76,496 at 6%. |
| Marshall Young 401(K) Profit Sharing Plan | - | 7 | $516,264 | $64,257 | $9,180iApproximate average salary by contribution assumption: employee only about $229,489 at 4% or $152,993 at 6%; with 50% employer match about $152,993 at 4% or $101,995 at 6%; with 100% employer match about $114,745 at 4% or $76,496 at 6%. |