Civic Intelligence

Eric Engert, DMD, Msd

Plan context: Eric Engert, DMD, Msd Cash Balance Plan

EIN 93-0965556 • San Anselmo, CA • 26 filings • 7 plans

52 Alta Vista AveSan Anselmo, CA 94960
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,483,761

2024 Contributions

$292,775

Historical Graphs

Total Assets Over Time

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

$1,483,761$741,881$0199920182024YearValue
$1,483,761Latest year 2024

Participants Over Time

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

630199920182024YearValue
6Latest 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
202426$1,483,761$292,775$48,796iApproximate average salary by contribution assumption: employee only about $1,219,896 at 4% or $813,264 at 6%; with 50% employer match about $813,264 at 4% or $542,176 at 6%; with 100% employer match about $609,948 at 4% or $406,632 at 6%.
Eric Engert, DMD, Msd Cash Balance Plan-5$746,617$177,151$35,430iApproximate average salary by contribution assumption: employee only about $885,755 at 4% or $590,503 at 6%; with 50% employer match about $590,503 at 4% or $393,669 at 6%; with 100% employer match about $442,877 at 4% or $295,252 at 6%.
Eric Engert, DMD, Msd 401K Plan-6$737,144$115,624$19,271iApproximate average salary by contribution assumption: employee only about $481,767 at 4% or $321,178 at 6%; with 50% employer match about $321,178 at 4% or $214,119 at 6%; with 100% employer match about $240,883 at 4% or $160,589 at 6%.
202324$1,124,741$185,495$46,374iApproximate average salary by contribution assumption: employee only about $1,159,344 at 4% or $772,896 at 6%; with 50% employer match about $772,896 at 4% or $515,264 at 6%; with 100% employer match about $579,672 at 4% or $386,448 at 6%.
Eric Engert, DMD, Msd 401K Plan-4$587,410$104,450$26,113iApproximate average salary by contribution assumption: employee only about $652,813 at 4% or $435,208 at 6%; with 50% employer match about $435,208 at 4% or $290,139 at 6%; with 100% employer match about $326,406 at 4% or $217,604 at 6%.
Eric Engert, DMD, Msd Cash Balance Plan-4$537,331$81,045$20,261iApproximate average salary by contribution assumption: employee only about $506,531 at 4% or $337,688 at 6%; with 50% employer match about $337,688 at 4% or $225,125 at 6%; with 100% employer match about $253,266 at 4% or $168,844 at 6%.
202225$902,340$165,554$33,111iApproximate average salary by contribution assumption: employee only about $827,770 at 4% or $551,847 at 6%; with 50% employer match about $551,847 at 4% or $367,898 at 6%; with 100% employer match about $413,885 at 4% or $275,923 at 6%.
Eric Engert, DMD, Msd 401K Plan-5$457,575$79,414$15,883iApproximate average salary by contribution assumption: employee only about $397,070 at 4% or $264,713 at 6%; with 50% employer match about $264,713 at 4% or $176,476 at 6%; with 100% employer match about $198,535 at 4% or $132,357 at 6%.
Eric Engert, DMD, Msd Cash Balance Plan-4$444,765$86,140$21,535iApproximate average salary by contribution assumption: employee only about $538,375 at 4% or $358,917 at 6%; with 50% employer match about $358,917 at 4% or $239,278 at 6%; with 100% employer match about $269,188 at 4% or $179,458 at 6%.
202126$749,359$148,117$24,686iApproximate average salary by contribution assumption: employee only about $617,154 at 4% or $411,436 at 6%; with 50% employer match about $411,436 at 4% or $274,291 at 6%; with 100% employer match about $308,577 at 4% or $205,718 at 6%.
Eric Engert, DMD, Msd 401K Plan-5$389,724$72,947$14,589iApproximate average salary by contribution assumption: employee only about $364,735 at 4% or $243,157 at 6%; with 50% employer match about $243,157 at 4% or $162,104 at 6%; with 100% employer match about $182,368 at 4% or $121,578 at 6%.
Eric Engert, DMD, Msd Cash Balance Plan-6$359,635$75,170$12,528iApproximate average salary by contribution assumption: employee only about $313,208 at 4% or $208,806 at 6%; with 50% employer match about $208,806 at 4% or $139,204 at 6%; with 100% employer match about $156,604 at 4% or $104,403 at 6%.
202023$595,841$122,918$40,973iApproximate average salary by contribution assumption: employee only about $1,024,317 at 4% or $682,878 at 6%; with 50% employer match about $682,878 at 4% or $455,252 at 6%; with 100% employer match about $512,158 at 4% or $341,439 at 6%.
Eric Engert, DMD, Msd 401K Plan-3$311,415$52,409$17,470iApproximate average salary by contribution assumption: employee only about $436,742 at 4% or $291,161 at 6%; with 50% employer match about $291,161 at 4% or $194,107 at 6%; with 100% employer match about $218,371 at 4% or $145,581 at 6%.
Eric Engert, DMD, Msd Cash Balance Plan-3$284,426$70,509$23,503iApproximate average salary by contribution assumption: employee only about $587,575 at 4% or $391,717 at 6%; with 50% employer match about $391,717 at 4% or $261,144 at 6%; with 100% employer match about $293,788 at 4% or $195,858 at 6%.
201923$466,543$127,267$42,422iApproximate average salary by contribution assumption: employee only about $1,060,558 at 4% or $707,039 at 6%; with 50% employer match about $707,039 at 4% or $471,359 at 6%; with 100% employer match about $530,279 at 4% or $353,519 at 6%.
Eric Engert, DMD, Msd 401K Plan-3$253,087$52,368$17,456iApproximate average salary by contribution assumption: employee only about $436,400 at 4% or $290,933 at 6%; with 50% employer match about $290,933 at 4% or $193,956 at 6%; with 100% employer match about $218,200 at 4% or $145,467 at 6%.
Eric Engert, DMD, Msd Cash Balance Plan-3$213,456$74,899$24,966iApproximate average salary by contribution assumption: employee only about $624,158 at 4% or $416,106 at 6%; with 50% employer match about $416,106 at 4% or $277,404 at 6%; with 100% employer match about $312,079 at 4% or $208,053 at 6%.
201823$333,694$127,161$42,387iApproximate average salary by contribution assumption: employee only about $1,059,675 at 4% or $706,450 at 6%; with 50% employer match about $706,450 at 4% or $470,967 at 6%; with 100% employer match about $529,838 at 4% or $353,225 at 6%.
Eric Engert, DMD, Msd 401K Plan-3$197,007$56,725$18,908iApproximate average salary by contribution assumption: employee only about $472,708 at 4% or $315,139 at 6%; with 50% employer match about $315,139 at 4% or $210,093 at 6%; with 100% employer match about $236,354 at 4% or $157,569 at 6%.
Eric Engert, DMD, Msd Cash Balance Plan-3$136,687$70,436$23,479iApproximate average salary by contribution assumption: employee only about $586,967 at 4% or $391,311 at 6%; with 50% employer match about $391,311 at 4% or $260,874 at 6%; with 100% employer match about $293,483 at 4% or $195,656 at 6%.
201723$204,548$120,857$40,286iApproximate average salary by contribution assumption: employee only about $1,007,142 at 4% or $671,428 at 6%; with 50% employer match about $671,428 at 4% or $447,619 at 6%; with 100% employer match about $503,571 at 4% or $335,714 at 6%.
Eric Engert, D.M.D., M.S.D. Money Purchase Pension Plan-3$139,160$55,469$18,490iApproximate average salary by contribution assumption: employee only about $462,242 at 4% or $308,161 at 6%; with 50% employer match about $308,161 at 4% or $205,441 at 6%; with 100% employer match about $231,121 at 4% or $154,081 at 6%.
Eric Engert, D.M.D., M.S.D. Profit Sharing Plan-3$65,388$65,388$21,796iApproximate average salary by contribution assumption: employee only about $544,900 at 4% or $363,267 at 6%; with 50% employer match about $363,267 at 4% or $242,178 at 6%; with 100% employer match about $272,450 at 4% or $181,633 at 6%.
201613$83,696$83,696$27,899iApproximate average salary by contribution assumption: employee only about $697,467 at 4% or $464,978 at 6%; with 50% employer match about $464,978 at 4% or $309,985 at 6%; with 100% employer match about $348,733 at 4% or $232,489 at 6%.
Eric Engert, D.M.D., M.S.D. Money Purchase Pension Plan-3$83,696$83,696$27,899iApproximate average salary by contribution assumption: employee only about $697,467 at 4% or $464,978 at 6%; with 50% employer match about $464,978 at 4% or $309,985 at 6%; with 100% employer match about $348,733 at 4% or $232,489 at 6%.
200310$0$24,000-
Eric Engert, D.M.D., M.S.D. Profit Sharing Plan-0-$24,000-
200222$204,884$62,828$31,414iApproximate average salary by contribution assumption: employee only about $785,350 at 4% or $523,567 at 6%; with 50% employer match about $523,567 at 4% or $349,044 at 6%; with 100% employer match about $392,675 at 4% or $261,783 at 6%.
Eric Engert, D.M.D., M.S.D. Profit Sharing Plan-2$204,884$62,828$31,414iApproximate average salary by contribution assumption: employee only about $785,350 at 4% or $523,567 at 6%; with 50% employer match about $523,567 at 4% or $349,044 at 6%; with 100% employer match about $392,675 at 4% or $261,783 at 6%.
Eric Engert, D.M.D., M.S.D. Money Purchase Pension Plan-0---
200125$99,482$41,224$8,245iApproximate average salary by contribution assumption: employee only about $206,120 at 4% or $137,413 at 6%; with 50% employer match about $137,413 at 4% or $91,609 at 6%; with 100% employer match about $103,060 at 4% or $68,707 at 6%.
Eric Engert, D.M.D., M.S.D. Profit Sharing Plan-5$99,482$41,224$8,245iApproximate average salary by contribution assumption: employee only about $206,120 at 4% or $137,413 at 6%; with 50% employer match about $137,413 at 4% or $91,609 at 6%; with 100% employer match about $103,060 at 4% or $68,707 at 6%.
Eric Engert, D.M.D., M.S.D. Money Purchase Pension Plan-5---
200024$103,917$56,977$14,244iApproximate average salary by contribution assumption: employee only about $356,106 at 4% or $237,404 at 6%; with 50% employer match about $237,404 at 4% or $158,269 at 6%; with 100% employer match about $178,053 at 4% or $118,702 at 6%.
Eric Engert, D.M.D., M.S.D. Profit Sharing Plan-4$62,286$36,306$9,077iApproximate average salary by contribution assumption: employee only about $226,913 at 4% or $151,275 at 6%; with 50% employer match about $151,275 at 4% or $100,850 at 6%; with 100% employer match about $113,456 at 4% or $75,638 at 6%.
Eric Engert, D.M.D., M.S.D. Money Purchase Pension Plan-4$41,631$20,671$5,168iApproximate average salary by contribution assumption: employee only about $129,194 at 4% or $86,129 at 6%; with 50% employer match about $86,129 at 4% or $57,419 at 6%; with 100% employer match about $64,597 at 4% or $43,065 at 6%.
199924$50,093$47,742$11,936iApproximate average salary by contribution assumption: employee only about $298,388 at 4% or $198,925 at 6%; with 50% employer match about $198,925 at 4% or $132,617 at 6%; with 100% employer match about $149,194 at 4% or $99,463 at 6%.
Eric Engert, D.M.D., M.S.D. Profit Sharing Plan-4$27,825$26,519$6,630iApproximate average salary by contribution assumption: employee only about $165,744 at 4% or $110,496 at 6%; with 50% employer match about $110,496 at 4% or $73,664 at 6%; with 100% employer match about $82,872 at 4% or $55,248 at 6%.
Eric Engert, D.M.D., M.S.D. Money Purchase Pension Plan-4$22,268$21,223$5,306iApproximate average salary by contribution assumption: employee only about $132,644 at 4% or $88,429 at 6%; with 50% employer match about $88,429 at 4% or $58,953 at 6%; with 100% employer match about $66,322 at 4% or $44,215 at 6%.