Civic Intelligence

JESSE ACHATZ DMD LLC

Plan context: JESSE ACHATZ DMD LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 93-1716642 • Wilsonville, OR • 3 filings • 1 plans

8263 SW Wilsonville Rd Ste CWilsonville, OR 97070-8723
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$123,427

2025 Contributions

$15,061

Historical Graphs

Total Assets Over Time

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

$123,427$61,714$0202320242025YearValue
$123,427Latest year 2025

Participants Over Time

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

530202320242025YearValue
5Latest year 2025

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
202515$123,427$15,061$3,012iApproximate average salary by contribution assumption: employee only about $75,305 at 4% or $50,203 at 6%; with 50% employer match about $50,203 at 4% or $33,469 at 6%; with 100% employer match about $37,653 at 4% or $25,102 at 6%.
JESSE ACHATZ DMD LLC 401(K) PROFIT SHARING PLAN & TRUST-5$123,427$15,061$3,012iApproximate average salary by contribution assumption: employee only about $75,305 at 4% or $50,203 at 6%; with 50% employer match about $50,203 at 4% or $33,469 at 6%; with 100% employer match about $37,653 at 4% or $25,102 at 6%.
202414$93,777$91,409$22,852iApproximate average salary by contribution assumption: employee only about $571,306 at 4% or $380,871 at 6%; with 50% employer match about $380,871 at 4% or $253,914 at 6%; with 100% employer match about $285,653 at 4% or $190,435 at 6%.
JESSE ACHATZ DMD LLC 401(K) PROFIT SHARING PLAN & TRUST-4$93,777$91,409$22,852iApproximate average salary by contribution assumption: employee only about $571,306 at 4% or $380,871 at 6%; with 50% employer match about $380,871 at 4% or $253,914 at 6%; with 100% employer match about $285,653 at 4% or $190,435 at 6%.
202313$4,422$4,819$1,606iApproximate average salary by contribution assumption: employee only about $40,158 at 4% or $26,772 at 6%; with 50% employer match about $26,772 at 4% or $17,848 at 6%; with 100% employer match about $20,079 at 4% or $13,386 at 6%.
JESSE ACHATZ DMD LLC 401(K) PROFIT SHARING PLAN & TRUST-3$4,422$4,819$1,606iApproximate average salary by contribution assumption: employee only about $40,158 at 4% or $26,772 at 6%; with 50% employer match about $26,772 at 4% or $17,848 at 6%; with 100% employer match about $20,079 at 4% or $13,386 at 6%.