Greg Mortensen, Dds
Plan context: Greg Mortensen, Dds Profit Sharing Plan
EIN 91-1018018 • Kirkland, WA • 14 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
7
2020 Assets
$1,777,599
2020 Contributions
$74,154
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Greg Mortensen, Dds Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 7 | $1,777,599 | $74,154 | $10,593iApproximate average salary by contribution assumption: employee only about $264,836 at 4% or $176,557 at 6%; with 50% employer match about $176,557 at 4% or $117,705 at 6%; with 100% employer match about $132,418 at 4% or $88,279 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 7 | $1,777,599 | $74,154 | $10,593iApproximate average salary by contribution assumption: employee only about $264,836 at 4% or $176,557 at 6%; with 50% employer match about $176,557 at 4% or $117,705 at 6%; with 100% employer match about $132,418 at 4% or $88,279 at 6%. |
| 2018 | 1 | 7 | $1,537,719 | $85,934 | $12,276iApproximate average salary by contribution assumption: employee only about $306,907 at 4% or $204,605 at 6%; with 50% employer match about $204,605 at 4% or $136,403 at 6%; with 100% employer match about $153,454 at 4% or $102,302 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 7 | $1,537,719 | $85,934 | $12,276iApproximate average salary by contribution assumption: employee only about $306,907 at 4% or $204,605 at 6%; with 50% employer match about $204,605 at 4% or $136,403 at 6%; with 100% employer match about $153,454 at 4% or $102,302 at 6%. |
| 2017 | 1 | 7 | $1,286,824 | $84,569 | $12,081iApproximate average salary by contribution assumption: employee only about $302,032 at 4% or $201,355 at 6%; with 50% employer match about $201,355 at 4% or $134,237 at 6%; with 100% employer match about $151,016 at 4% or $100,677 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 7 | $1,286,824 | $84,569 | $12,081iApproximate average salary by contribution assumption: employee only about $302,032 at 4% or $201,355 at 6%; with 50% employer match about $201,355 at 4% or $134,237 at 6%; with 100% employer match about $151,016 at 4% or $100,677 at 6%. |
| 2016 | 1 | 6 | $862,708 | $71,983 | $11,997iApproximate average salary by contribution assumption: employee only about $299,929 at 4% or $199,953 at 6%; with 50% employer match about $199,953 at 4% or $133,302 at 6%; with 100% employer match about $149,965 at 4% or $99,976 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 6 | $862,708 | $71,983 | $11,997iApproximate average salary by contribution assumption: employee only about $299,929 at 4% or $199,953 at 6%; with 50% employer match about $199,953 at 4% or $133,302 at 6%; with 100% employer match about $149,965 at 4% or $99,976 at 6%. |
| 2015 | 1 | 6 | $779,215 | $72,580 | $12,097iApproximate average salary by contribution assumption: employee only about $302,417 at 4% or $201,611 at 6%; with 50% employer match about $201,611 at 4% or $134,407 at 6%; with 100% employer match about $151,208 at 4% or $100,806 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 6 | $779,215 | $72,580 | $12,097iApproximate average salary by contribution assumption: employee only about $302,417 at 4% or $201,611 at 6%; with 50% employer match about $201,611 at 4% or $134,407 at 6%; with 100% employer match about $151,208 at 4% or $100,806 at 6%. |
| 2014 | 1 | 6 | $681,861 | $72,508 | $12,085iApproximate average salary by contribution assumption: employee only about $302,117 at 4% or $201,411 at 6%; with 50% employer match about $201,411 at 4% or $134,274 at 6%; with 100% employer match about $151,058 at 4% or $100,706 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 6 | $681,861 | $72,508 | $12,085iApproximate average salary by contribution assumption: employee only about $302,117 at 4% or $201,411 at 6%; with 50% employer match about $201,411 at 4% or $134,274 at 6%; with 100% employer match about $151,058 at 4% or $100,706 at 6%. |
| 2013 | 1 | 6 | $541,324 | $71,376 | $11,896iApproximate average salary by contribution assumption: employee only about $297,400 at 4% or $198,267 at 6%; with 50% employer match about $198,267 at 4% or $132,178 at 6%; with 100% employer match about $148,700 at 4% or $99,133 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 6 | $541,324 | $71,376 | $11,896iApproximate average salary by contribution assumption: employee only about $297,400 at 4% or $198,267 at 6%; with 50% employer match about $198,267 at 4% or $132,178 at 6%; with 100% employer match about $148,700 at 4% or $99,133 at 6%. |
| 2012 | 1 | 7 | $419,381 | $70,972 | $10,139iApproximate average salary by contribution assumption: employee only about $253,471 at 4% or $168,981 at 6%; with 50% employer match about $168,981 at 4% or $112,654 at 6%; with 100% employer match about $126,736 at 4% or $84,490 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 7 | $419,381 | $70,972 | $10,139iApproximate average salary by contribution assumption: employee only about $253,471 at 4% or $168,981 at 6%; with 50% employer match about $168,981 at 4% or $112,654 at 6%; with 100% employer match about $126,736 at 4% or $84,490 at 6%. |
| 2011 | 1 | 7 | $348,678 | $70,217 | $10,031iApproximate average salary by contribution assumption: employee only about $250,775 at 4% or $167,183 at 6%; with 50% employer match about $167,183 at 4% or $111,456 at 6%; with 100% employer match about $125,388 at 4% or $83,592 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 7 | $348,678 | $70,217 | $10,031iApproximate average salary by contribution assumption: employee only about $250,775 at 4% or $167,183 at 6%; with 50% employer match about $167,183 at 4% or $111,456 at 6%; with 100% employer match about $125,388 at 4% or $83,592 at 6%. |
| 2010 | 1 | 7 | $271,684 | $70,182 | $10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 7 | $271,684 | $70,182 | $10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%. |
| 2009 | 1 | 7 | $196,469 | $69,916 | $9,988iApproximate average salary by contribution assumption: employee only about $249,700 at 4% or $166,467 at 6%; with 50% employer match about $166,467 at 4% or $110,978 at 6%; with 100% employer match about $124,850 at 4% or $83,233 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 7 | $196,469 | $69,916 | $9,988iApproximate average salary by contribution assumption: employee only about $249,700 at 4% or $166,467 at 6%; with 50% employer match about $166,467 at 4% or $110,978 at 6%; with 100% employer match about $124,850 at 4% or $83,233 at 6%. |
| 2008 | 1 | 7 | $126,049 | $66,977 | $9,568iApproximate average salary by contribution assumption: employee only about $239,204 at 4% or $159,469 at 6%; with 50% employer match about $159,469 at 4% or $106,313 at 6%; with 100% employer match about $119,602 at 4% or $79,735 at 6%. |
| Greg Mortensen, Dds Profit Sharing Plan | - | 7 | $126,049 | $66,977 | $9,568iApproximate average salary by contribution assumption: employee only about $239,204 at 4% or $159,469 at 6%; with 50% employer match about $159,469 at 4% or $106,313 at 6%; with 100% employer match about $119,602 at 4% or $79,735 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Greg Mortensen, Dds Profit Sharing Plan | - | 6 | - | - | - |