Civic Intelligence

Thomas P. Baglio, D.D.S. & Rabee Mcdonald, D.M.D.

Plan context: Lifetime Smiles 401K Profit Sharing Plan

EIN 86-1090850 • Escondido, CA • 20 filings • 4 plans

1060 E. Grand AvenueEscondido, CA 92025
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,667,908

2024 Contributions

$58,947

Historical Graphs

Total Assets Over Time

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

$1,667,908$833,954$0200520132024YearValue
$1,667,908Latest year 2024

Participants Over Time

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

1680200520132024YearValue
10Latest 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
2024110$1,667,908$58,947$5,895iApproximate average salary by contribution assumption: employee only about $147,368 at 4% or $98,245 at 6%; with 50% employer match about $98,245 at 4% or $65,497 at 6%; with 100% employer match about $73,684 at 4% or $49,123 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-10$1,667,908$58,947$5,895iApproximate average salary by contribution assumption: employee only about $147,368 at 4% or $98,245 at 6%; with 50% employer match about $98,245 at 4% or $65,497 at 6%; with 100% employer match about $73,684 at 4% or $49,123 at 6%.
2023114$1,547,722$75,472$5,391iApproximate average salary by contribution assumption: employee only about $134,771 at 4% or $89,848 at 6%; with 50% employer match about $89,848 at 4% or $59,898 at 6%; with 100% employer match about $67,386 at 4% or $44,924 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-14$1,547,722$75,472$5,391iApproximate average salary by contribution assumption: employee only about $134,771 at 4% or $89,848 at 6%; with 50% employer match about $89,848 at 4% or $59,898 at 6%; with 100% employer match about $67,386 at 4% or $44,924 at 6%.
2022113$1,347,938$73,006$5,616iApproximate average salary by contribution assumption: employee only about $140,396 at 4% or $93,597 at 6%; with 50% employer match about $93,597 at 4% or $62,398 at 6%; with 100% employer match about $70,198 at 4% or $46,799 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-13$1,347,938$73,006$5,616iApproximate average salary by contribution assumption: employee only about $140,396 at 4% or $93,597 at 6%; with 50% employer match about $93,597 at 4% or $62,398 at 6%; with 100% employer match about $70,198 at 4% or $46,799 at 6%.
2021113$1,529,701$119,543$9,196iApproximate average salary by contribution assumption: employee only about $229,890 at 4% or $153,260 at 6%; with 50% employer match about $153,260 at 4% or $102,174 at 6%; with 100% employer match about $114,945 at 4% or $76,630 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-13$1,529,701$119,543$9,196iApproximate average salary by contribution assumption: employee only about $229,890 at 4% or $153,260 at 6%; with 50% employer match about $153,260 at 4% or $102,174 at 6%; with 100% employer match about $114,945 at 4% or $76,630 at 6%.
2016116$662,510$69,845$4,365iApproximate average salary by contribution assumption: employee only about $109,133 at 4% or $72,755 at 6%; with 50% employer match about $72,755 at 4% or $48,503 at 6%; with 100% employer match about $54,566 at 4% or $36,378 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-16$662,510$69,845$4,365iApproximate average salary by contribution assumption: employee only about $109,133 at 4% or $72,755 at 6%; with 50% employer match about $72,755 at 4% or $48,503 at 6%; with 100% employer match about $54,566 at 4% or $36,378 at 6%.
201519$534,413$38,335$4,259iApproximate average salary by contribution assumption: employee only about $106,486 at 4% or $70,991 at 6%; with 50% employer match about $70,991 at 4% or $47,327 at 6%; with 100% employer match about $53,243 at 4% or $35,495 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-9$534,413$38,335$4,259iApproximate average salary by contribution assumption: employee only about $106,486 at 4% or $70,991 at 6%; with 50% employer match about $70,991 at 4% or $47,327 at 6%; with 100% employer match about $53,243 at 4% or $35,495 at 6%.
201416$532,156$40,145$6,691iApproximate average salary by contribution assumption: employee only about $167,271 at 4% or $111,514 at 6%; with 50% employer match about $111,514 at 4% or $74,343 at 6%; with 100% employer match about $83,635 at 4% or $55,757 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-6$532,156$40,145$6,691iApproximate average salary by contribution assumption: employee only about $167,271 at 4% or $111,514 at 6%; with 50% employer match about $111,514 at 4% or $74,343 at 6%; with 100% employer match about $83,635 at 4% or $55,757 at 6%.
201316$451,005$36,795$6,133iApproximate average salary by contribution assumption: employee only about $153,313 at 4% or $102,208 at 6%; with 50% employer match about $102,208 at 4% or $68,139 at 6%; with 100% employer match about $76,656 at 4% or $51,104 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-6$451,005$36,795$6,133iApproximate average salary by contribution assumption: employee only about $153,313 at 4% or $102,208 at 6%; with 50% employer match about $102,208 at 4% or $68,139 at 6%; with 100% employer match about $76,656 at 4% or $51,104 at 6%.
201217$349,205$37,604$5,372iApproximate average salary by contribution assumption: employee only about $134,300 at 4% or $89,533 at 6%; with 50% employer match about $89,533 at 4% or $59,689 at 6%; with 100% employer match about $67,150 at 4% or $44,767 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-7$349,205$37,604$5,372iApproximate average salary by contribution assumption: employee only about $134,300 at 4% or $89,533 at 6%; with 50% employer match about $89,533 at 4% or $59,689 at 6%; with 100% employer match about $67,150 at 4% or $44,767 at 6%.
201117$274,186$42,180$6,026iApproximate average salary by contribution assumption: employee only about $150,643 at 4% or $100,429 at 6%; with 50% employer match about $100,429 at 4% or $66,952 at 6%; with 100% employer match about $75,321 at 4% or $50,214 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-7$274,186$42,180$6,026iApproximate average salary by contribution assumption: employee only about $150,643 at 4% or $100,429 at 6%; with 50% employer match about $100,429 at 4% or $66,952 at 6%; with 100% employer match about $75,321 at 4% or $50,214 at 6%.
201018$253,217$39,646$4,956iApproximate average salary by contribution assumption: employee only about $123,894 at 4% or $82,596 at 6%; with 50% employer match about $82,596 at 4% or $55,064 at 6%; with 100% employer match about $61,947 at 4% or $41,298 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-8$253,217$39,646$4,956iApproximate average salary by contribution assumption: employee only about $123,894 at 4% or $82,596 at 6%; with 50% employer match about $82,596 at 4% or $55,064 at 6%; with 100% employer match about $61,947 at 4% or $41,298 at 6%.
200918$186,791$41,968$5,246iApproximate average salary by contribution assumption: employee only about $131,150 at 4% or $87,433 at 6%; with 50% employer match about $87,433 at 4% or $58,289 at 6%; with 100% employer match about $65,575 at 4% or $43,717 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-8$186,791$41,968$5,246iApproximate average salary by contribution assumption: employee only about $131,150 at 4% or $87,433 at 6%; with 50% employer match about $87,433 at 4% or $58,289 at 6%; with 100% employer match about $65,575 at 4% or $43,717 at 6%.
200827$224,628$55,244$7,892iApproximate average salary by contribution assumption: employee only about $197,300 at 4% or $131,533 at 6%; with 50% employer match about $131,533 at 4% or $87,689 at 6%; with 100% employer match about $98,650 at 4% or $65,767 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-7$224,628$55,244$7,892iApproximate average salary by contribution assumption: employee only about $197,300 at 4% or $131,533 at 6%; with 50% employer match about $131,533 at 4% or $87,689 at 6%; with 100% employer match about $98,650 at 4% or $65,767 at 6%.
LIFETIME SMILES CASH BALANCE PLAN-0---
200728$286,548$93,326$11,666iApproximate average salary by contribution assumption: employee only about $291,644 at 4% or $194,429 at 6%; with 50% employer match about $194,429 at 4% or $129,619 at 6%; with 100% employer match about $145,822 at 4% or $97,215 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-8$286,548$93,326$11,666iApproximate average salary by contribution assumption: employee only about $291,644 at 4% or $194,429 at 6%; with 50% employer match about $194,429 at 4% or $129,619 at 6%; with 100% employer match about $145,822 at 4% or $97,215 at 6%.
LIFETIME SMILES CASH BALANCE PLAN-3---
200629$264,971$118,591$13,177iApproximate average salary by contribution assumption: employee only about $329,419 at 4% or $219,613 at 6%; with 50% employer match about $219,613 at 4% or $146,409 at 6%; with 100% employer match about $164,710 at 4% or $109,806 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-9$189,223$83,163$9,240iApproximate average salary by contribution assumption: employee only about $231,008 at 4% or $154,006 at 6%; with 50% employer match about $154,006 at 4% or $102,670 at 6%; with 100% employer match about $115,504 at 4% or $77,003 at 6%.
LIFETIME SMILES CASH BALANCE PLAN-6$75,748$35,428$5,905iApproximate average salary by contribution assumption: employee only about $147,617 at 4% or $98,411 at 6%; with 50% employer match about $98,411 at 4% or $65,607 at 6%; with 100% employer match about $73,808 at 4% or $49,206 at 6%.
2005210$125,939$123,880$12,388iApproximate average salary by contribution assumption: employee only about $309,700 at 4% or $206,467 at 6%; with 50% employer match about $206,467 at 4% or $137,644 at 6%; with 100% employer match about $154,850 at 4% or $103,233 at 6%.
Lifetime Smiles 401K Profit Sharing Plan-10$89,803$88,334$8,833iApproximate average salary by contribution assumption: employee only about $220,835 at 4% or $147,223 at 6%; with 50% employer match about $147,223 at 4% or $98,149 at 6%; with 100% employer match about $110,418 at 4% or $73,612 at 6%.
LIFETIME SMILES CASH BALANCE PLAN-6$36,136$35,546$5,924iApproximate average salary by contribution assumption: employee only about $148,108 at 4% or $98,739 at 6%; with 50% employer match about $98,739 at 4% or $65,826 at 6%; with 100% employer match about $74,054 at 4% or $49,369 at 6%.