Kathleen C. Ban, D.D.S. Inc.
Plan context: Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan
EIN 91-2098740 • Saratoga, CA • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$7,716,160
2024 Contributions
$210,734
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 9 | $7,716,160 | $210,734 | $23,415iApproximate average salary by contribution assumption: employee only about $585,372 at 4% or $390,248 at 6%; with 50% employer match about $390,248 at 4% or $260,165 at 6%; with 100% employer match about $292,686 at 4% or $195,124 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 8 | $4,837,490 | $0 | - |
| KATHLEEN C. BAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST | - | 9 | $2,878,670 | $210,734 | $23,415iApproximate average salary by contribution assumption: employee only about $585,372 at 4% or $390,248 at 6%; with 50% employer match about $390,248 at 4% or $260,165 at 6%; with 100% employer match about $292,686 at 4% or $195,124 at 6%. |
| 2023 | 2 | 11 | $5,563,818 | $390,432 | $35,494iApproximate average salary by contribution assumption: employee only about $887,345 at 4% or $591,564 at 6%; with 50% employer match about $591,564 at 4% or $394,376 at 6%; with 100% employer match about $443,673 at 4% or $295,782 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 9 | $3,456,624 | $200,000 | $22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%. |
| KATHLEEN C. BAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST | - | 11 | $2,107,194 | $190,432 | $17,312iApproximate average salary by contribution assumption: employee only about $432,800 at 4% or $288,533 at 6%; with 50% employer match about $288,533 at 4% or $192,356 at 6%; with 100% employer match about $216,400 at 4% or $144,267 at 6%. |
| 2022 | 2 | 12 | $3,521,070 | $513,455 | $42,788iApproximate average salary by contribution assumption: employee only about $1,069,698 at 4% or $713,132 at 6%; with 50% employer match about $713,132 at 4% or $475,421 at 6%; with 100% employer match about $534,849 at 4% or $356,566 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 9 | $2,136,489 | $300,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 12 | $1,384,581 | $213,455 | $17,788iApproximate average salary by contribution assumption: employee only about $444,698 at 4% or $296,465 at 6%; with 50% employer match about $296,465 at 4% or $197,644 at 6%; with 100% employer match about $222,349 at 4% or $148,233 at 6%. |
| 2021 | 2 | 12 | $4,158,268 | $487,199 | $40,600iApproximate average salary by contribution assumption: employee only about $1,014,998 at 4% or $676,665 at 6%; with 50% employer match about $676,665 at 4% or $451,110 at 6%; with 100% employer match about $507,499 at 4% or $338,333 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 10 | $2,509,350 | $280,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 12 | $1,648,918 | $207,199 | $17,267iApproximate average salary by contribution assumption: employee only about $431,665 at 4% or $287,776 at 6%; with 50% employer match about $287,776 at 4% or $191,851 at 6%; with 100% employer match about $215,832 at 4% or $143,888 at 6%. |
| 2020 | 2 | 8 | $3,256,226 | $442,063 | $55,258iApproximate average salary by contribution assumption: employee only about $1,381,447 at 4% or $920,965 at 6%; with 50% employer match about $920,965 at 4% or $613,976 at 6%; with 100% employer match about $690,723 at 4% or $460,482 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 7 | $2,053,773 | $350,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 8 | $1,202,453 | $92,063 | $11,508iApproximate average salary by contribution assumption: employee only about $287,697 at 4% or $191,798 at 6%; with 50% employer match about $191,798 at 4% or $127,865 at 6%; with 100% employer match about $143,848 at 4% or $95,899 at 6%. |
| 2019 | 2 | 12 | $2,707,796 | $444,085 | $37,007iApproximate average salary by contribution assumption: employee only about $925,177 at 4% or $616,785 at 6%; with 50% employer match about $616,785 at 4% or $411,190 at 6%; with 100% employer match about $462,589 at 4% or $308,392 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 7 | $1,549,086 | $335,000 | $47,857iApproximate average salary by contribution assumption: employee only about $1,196,429 at 4% or $797,619 at 6%; with 50% employer match about $797,619 at 4% or $531,746 at 6%; with 100% employer match about $598,214 at 4% or $398,810 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 12 | $1,158,710 | $109,085 | $9,090iApproximate average salary by contribution assumption: employee only about $227,260 at 4% or $151,507 at 6%; with 50% employer match about $151,507 at 4% or $101,005 at 6%; with 100% employer match about $113,630 at 4% or $75,753 at 6%. |
| 2018 | 2 | 11 | $1,891,893 | $343,589 | $31,235iApproximate average salary by contribution assumption: employee only about $780,884 at 4% or $520,589 at 6%; with 50% employer match about $520,589 at 4% or $347,060 at 6%; with 100% employer match about $390,442 at 4% or $260,295 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 5 | $1,039,090 | $250,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 11 | $852,803 | $93,589 | $8,508iApproximate average salary by contribution assumption: employee only about $212,702 at 4% or $141,802 at 6%; with 50% employer match about $141,802 at 4% or $94,534 at 6%; with 100% employer match about $106,351 at 4% or $70,901 at 6%. |
| 2017 | 2 | 11 | $1,588,436 | $341,825 | $31,075iApproximate average salary by contribution assumption: employee only about $776,875 at 4% or $517,917 at 6%; with 50% employer match about $517,917 at 4% or $345,278 at 6%; with 100% employer match about $388,438 at 4% or $258,958 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 7 | $814,917 | $235,000 | $33,571iApproximate average salary by contribution assumption: employee only about $839,286 at 4% or $559,524 at 6%; with 50% employer match about $559,524 at 4% or $373,016 at 6%; with 100% employer match about $419,643 at 4% or $279,762 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 11 | $773,519 | $106,825 | $9,711iApproximate average salary by contribution assumption: employee only about $242,784 at 4% or $161,856 at 6%; with 50% employer match about $161,856 at 4% or $107,904 at 6%; with 100% employer match about $121,392 at 4% or $80,928 at 6%. |
| 2016 | 2 | 9 | $1,129,484 | $309,339 | $34,371iApproximate average salary by contribution assumption: employee only about $859,275 at 4% or $572,850 at 6%; with 50% employer match about $572,850 at 4% or $381,900 at 6%; with 100% employer match about $429,638 at 4% or $286,425 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 9 | $605,275 | $89,339 | $9,927iApproximate average salary by contribution assumption: employee only about $248,164 at 4% or $165,443 at 6%; with 50% employer match about $165,443 at 4% or $110,295 at 6%; with 100% employer match about $124,082 at 4% or $82,721 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 7 | $524,209 | $220,000 | $31,429iApproximate average salary by contribution assumption: employee only about $785,714 at 4% or $523,810 at 6%; with 50% employer match about $523,810 at 4% or $349,206 at 6%; with 100% employer match about $392,857 at 4% or $261,905 at 6%. |
| 2015 | 2 | 11 | $855,863 | $275,094 | $25,009iApproximate average salary by contribution assumption: employee only about $625,214 at 4% or $416,809 at 6%; with 50% employer match about $416,809 at 4% or $277,873 at 6%; with 100% employer match about $312,607 at 4% or $208,405 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 11 | $548,226 | $95,094 | $8,645iApproximate average salary by contribution assumption: employee only about $216,123 at 4% or $144,082 at 6%; with 50% employer match about $144,082 at 4% or $96,055 at 6%; with 100% employer match about $108,061 at 4% or $72,041 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 7 | $307,637 | $180,000 | $25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%. |
| 2014 | 2 | 11 | $857,728 | $220,530 | $20,048iApproximate average salary by contribution assumption: employee only about $501,205 at 4% or $334,136 at 6%; with 50% employer match about $334,136 at 4% or $222,758 at 6%; with 100% employer match about $250,602 at 4% or $167,068 at 6%. |
| KATHLEEN BAN, D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST | - | 11 | $739,728 | $102,530 | $9,321iApproximate average salary by contribution assumption: employee only about $233,023 at 4% or $155,348 at 6%; with 50% employer match about $155,348 at 4% or $103,566 at 6%; with 100% employer match about $116,511 at 4% or $77,674 at 6%. |
| Kathleen C. Ban, D.D.S. Inc. Defined Benefit Plan | - | 8 | $118,000 | $118,000 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| 2013 | 1 | 13 | $664,697 | $84,581 | $6,506iApproximate average salary by contribution assumption: employee only about $162,656 at 4% or $108,437 at 6%; with 50% employer match about $108,437 at 4% or $72,291 at 6%; with 100% employer match about $81,328 at 4% or $54,219 at 6%. |
| KATHLEEN BAN, DDS 401(K) PROFIT SHARING PLAN AND TRUST | - | 13 | $664,697 | $84,581 | $6,506iApproximate average salary by contribution assumption: employee only about $162,656 at 4% or $108,437 at 6%; with 50% employer match about $108,437 at 4% or $72,291 at 6%; with 100% employer match about $81,328 at 4% or $54,219 at 6%. |
| 2012 | 1 | 10 | $570,657 | $65,281 | $6,528iApproximate average salary by contribution assumption: employee only about $163,203 at 4% or $108,802 at 6%; with 50% employer match about $108,802 at 4% or $72,534 at 6%; with 100% employer match about $81,601 at 4% or $54,401 at 6%. |
| KATHLEEN BAN, DDS 401(K) PROFIT SHARING PLAN AND TRUST | - | 10 | $570,657 | $65,281 | $6,528iApproximate average salary by contribution assumption: employee only about $163,203 at 4% or $108,802 at 6%; with 50% employer match about $108,802 at 4% or $72,534 at 6%; with 100% employer match about $81,601 at 4% or $54,401 at 6%. |
| 2011 | 1 | 7 | $483,329 | $68,302 | $9,757iApproximate average salary by contribution assumption: employee only about $243,936 at 4% or $162,624 at 6%; with 50% employer match about $162,624 at 4% or $108,416 at 6%; with 100% employer match about $121,968 at 4% or $81,312 at 6%. |
| KATHLEEN BAN, DDS 401(K) PROFIT SHARING PLAN AND TRUST | - | 7 | $483,329 | $68,302 | $9,757iApproximate average salary by contribution assumption: employee only about $243,936 at 4% or $162,624 at 6%; with 50% employer match about $162,624 at 4% or $108,416 at 6%; with 100% employer match about $121,968 at 4% or $81,312 at 6%. |
| 2010 | 1 | 10 | $433,730 | $60,306 | $6,031iApproximate average salary by contribution assumption: employee only about $150,765 at 4% or $100,510 at 6%; with 50% employer match about $100,510 at 4% or $67,007 at 6%; with 100% employer match about $75,383 at 4% or $50,255 at 6%. |
| KATHLEEN BAN, DDS 401(K) PROFIT SHARING PLAN AND TRUST | - | 10 | $433,730 | $60,306 | $6,031iApproximate average salary by contribution assumption: employee only about $150,765 at 4% or $100,510 at 6%; with 50% employer match about $100,510 at 4% or $67,007 at 6%; with 100% employer match about $75,383 at 4% or $50,255 at 6%. |
| 2009 | 1 | 10 | $346,310 | $64,360 | $6,436iApproximate average salary by contribution assumption: employee only about $160,900 at 4% or $107,267 at 6%; with 50% employer match about $107,267 at 4% or $71,511 at 6%; with 100% employer match about $80,450 at 4% or $53,633 at 6%. |
| KATHLEEN BAN, DDS 401(K) PROFIT SHARING PLAN AND TRUST | - | 10 | $346,310 | $64,360 | $6,436iApproximate average salary by contribution assumption: employee only about $160,900 at 4% or $107,267 at 6%; with 50% employer match about $107,267 at 4% or $71,511 at 6%; with 100% employer match about $80,450 at 4% or $53,633 at 6%. |
| 2008 | 1 | 7 | $292,895 | $83,318 | $11,903iApproximate average salary by contribution assumption: employee only about $297,564 at 4% or $198,376 at 6%; with 50% employer match about $198,376 at 4% or $132,251 at 6%; with 100% employer match about $148,782 at 4% or $99,188 at 6%. |
| KATHLEEN BAN, D.D.S. 401K PROFIT SHARING PLAN AND TRUST | - | 7 | $292,895 | $83,318 | $11,903iApproximate average salary by contribution assumption: employee only about $297,564 at 4% or $198,376 at 6%; with 50% employer match about $198,376 at 4% or $132,251 at 6%; with 100% employer match about $148,782 at 4% or $99,188 at 6%. |
| 2006 | 1 | 8 | $108,108 | $108,157 | $13,520iApproximate average salary by contribution assumption: employee only about $337,991 at 4% or $225,327 at 6%; with 50% employer match about $225,327 at 4% or $150,218 at 6%; with 100% employer match about $168,995 at 4% or $112,664 at 6%. |
| KATHLEEN BAN, D.D.S. 401K PROFIT SHARING PLAN AND TRUST | - | 8 | $108,108 | $108,157 | $13,520iApproximate average salary by contribution assumption: employee only about $337,991 at 4% or $225,327 at 6%; with 50% employer match about $225,327 at 4% or $150,218 at 6%; with 100% employer match about $168,995 at 4% or $112,664 at 6%. |