Civic Intelligence

Alexander J. Sze, D.D.S. Inc.

Plan context: Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan

EIN 94-2368329 • San Francisco, CA • 30 filings • 5 plans

450 Sutter Street, Suite 2012San Francisco, CA 94108-4104
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$8,058,909

2025 Contributions

$110,376

Historical Graphs

Total Assets Over Time

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

$8,058,909$4,029,455$0199920152025YearValue
$8,058,909Latest year 2025

Participants Over Time

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

420199920122025YearValue
4Latest 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
202514$8,058,909$110,376$27,594iApproximate average salary by contribution assumption: employee only about $689,850 at 4% or $459,900 at 6%; with 50% employer match about $459,900 at 4% or $306,600 at 6%; with 100% employer match about $344,925 at 4% or $229,950 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$8,058,909$110,376$27,594iApproximate average salary by contribution assumption: employee only about $689,850 at 4% or $459,900 at 6%; with 50% employer match about $459,900 at 4% or $306,600 at 6%; with 100% employer match about $344,925 at 4% or $229,950 at 6%.
202413$6,565,958$104,917$34,972iApproximate average salary by contribution assumption: employee only about $874,308 at 4% or $582,872 at 6%; with 50% employer match about $582,872 at 4% or $388,581 at 6%; with 100% employer match about $437,154 at 4% or $291,436 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-3$6,565,958$104,917$34,972iApproximate average salary by contribution assumption: employee only about $874,308 at 4% or $582,872 at 6%; with 50% employer match about $582,872 at 4% or $388,581 at 6%; with 100% employer match about $437,154 at 4% or $291,436 at 6%.
202313$6,356,177$107,528$35,843iApproximate average salary by contribution assumption: employee only about $896,067 at 4% or $597,378 at 6%; with 50% employer match about $597,378 at 4% or $398,252 at 6%; with 100% employer match about $448,033 at 4% or $298,689 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-3$6,356,177$107,528$35,843iApproximate average salary by contribution assumption: employee only about $896,067 at 4% or $597,378 at 6%; with 50% employer match about $597,378 at 4% or $398,252 at 6%; with 100% employer match about $448,033 at 4% or $298,689 at 6%.
202213$4,829,674$99,004$33,001iApproximate average salary by contribution assumption: employee only about $825,033 at 4% or $550,022 at 6%; with 50% employer match about $550,022 at 4% or $366,681 at 6%; with 100% employer match about $412,517 at 4% or $275,011 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-3$4,829,674$99,004$33,001iApproximate average salary by contribution assumption: employee only about $825,033 at 4% or $550,022 at 6%; with 50% employer match about $550,022 at 4% or $366,681 at 6%; with 100% employer match about $412,517 at 4% or $275,011 at 6%.
202113$6,056,957$93,341$31,114iApproximate average salary by contribution assumption: employee only about $777,842 at 4% or $518,561 at 6%; with 50% employer match about $518,561 at 4% or $345,707 at 6%; with 100% employer match about $388,921 at 4% or $259,281 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-3$6,056,957$93,341$31,114iApproximate average salary by contribution assumption: employee only about $777,842 at 4% or $518,561 at 6%; with 50% employer match about $518,561 at 4% or $345,707 at 6%; with 100% employer match about $388,921 at 4% or $259,281 at 6%.
202013$4,788,308$80,085$26,695iApproximate average salary by contribution assumption: employee only about $667,375 at 4% or $444,917 at 6%; with 50% employer match about $444,917 at 4% or $296,611 at 6%; with 100% employer match about $333,688 at 4% or $222,458 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-3$4,788,308$80,085$26,695iApproximate average salary by contribution assumption: employee only about $667,375 at 4% or $444,917 at 6%; with 50% employer match about $444,917 at 4% or $296,611 at 6%; with 100% employer match about $333,688 at 4% or $222,458 at 6%.
201914$4,379,266$83,120$20,780iApproximate average salary by contribution assumption: employee only about $519,500 at 4% or $346,333 at 6%; with 50% employer match about $346,333 at 4% or $230,889 at 6%; with 100% employer match about $259,750 at 4% or $173,167 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$4,379,266$83,120$20,780iApproximate average salary by contribution assumption: employee only about $519,500 at 4% or $346,333 at 6%; with 50% employer match about $346,333 at 4% or $230,889 at 6%; with 100% employer match about $259,750 at 4% or $173,167 at 6%.
201814$3,607,494$82,608$20,652iApproximate average salary by contribution assumption: employee only about $516,300 at 4% or $344,200 at 6%; with 50% employer match about $344,200 at 4% or $229,467 at 6%; with 100% employer match about $258,150 at 4% or $172,100 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$3,607,494$82,608$20,652iApproximate average salary by contribution assumption: employee only about $516,300 at 4% or $344,200 at 6%; with 50% employer match about $344,200 at 4% or $229,467 at 6%; with 100% employer match about $258,150 at 4% or $172,100 at 6%.
201714$4,302,379$92,527$23,132iApproximate average salary by contribution assumption: employee only about $578,294 at 4% or $385,529 at 6%; with 50% employer match about $385,529 at 4% or $257,019 at 6%; with 100% employer match about $289,147 at 4% or $192,765 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$4,302,379$92,527$23,132iApproximate average salary by contribution assumption: employee only about $578,294 at 4% or $385,529 at 6%; with 50% employer match about $385,529 at 4% or $257,019 at 6%; with 100% employer match about $289,147 at 4% or $192,765 at 6%.
201614$3,668,257$90,454$22,614iApproximate average salary by contribution assumption: employee only about $565,338 at 4% or $376,892 at 6%; with 50% employer match about $376,892 at 4% or $251,261 at 6%; with 100% employer match about $282,669 at 4% or $188,446 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$3,668,257$90,454$22,614iApproximate average salary by contribution assumption: employee only about $565,338 at 4% or $376,892 at 6%; with 50% employer match about $376,892 at 4% or $251,261 at 6%; with 100% employer match about $282,669 at 4% or $188,446 at 6%.
201514$3,240,047$85,883$21,471iApproximate average salary by contribution assumption: employee only about $536,769 at 4% or $357,846 at 6%; with 50% employer match about $357,846 at 4% or $238,564 at 6%; with 100% employer match about $268,384 at 4% or $178,923 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$3,240,047$85,883$21,471iApproximate average salary by contribution assumption: employee only about $536,769 at 4% or $357,846 at 6%; with 50% employer match about $357,846 at 4% or $238,564 at 6%; with 100% employer match about $268,384 at 4% or $178,923 at 6%.
201413$3,078,328$75,874$25,291iApproximate average salary by contribution assumption: employee only about $632,283 at 4% or $421,522 at 6%; with 50% employer match about $421,522 at 4% or $281,015 at 6%; with 100% employer match about $316,142 at 4% or $210,761 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-3$3,078,328$75,874$25,291iApproximate average salary by contribution assumption: employee only about $632,283 at 4% or $421,522 at 6%; with 50% employer match about $421,522 at 4% or $281,015 at 6%; with 100% employer match about $316,142 at 4% or $210,761 at 6%.
201314$2,721,952$77,260$19,315iApproximate average salary by contribution assumption: employee only about $482,875 at 4% or $321,917 at 6%; with 50% employer match about $321,917 at 4% or $214,611 at 6%; with 100% employer match about $241,438 at 4% or $160,958 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$2,721,952$77,260$19,315iApproximate average salary by contribution assumption: employee only about $482,875 at 4% or $321,917 at 6%; with 50% employer match about $321,917 at 4% or $214,611 at 6%; with 100% employer match about $241,438 at 4% or $160,958 at 6%.
201214$2,265,987$75,085$18,771iApproximate average salary by contribution assumption: employee only about $469,281 at 4% or $312,854 at 6%; with 50% employer match about $312,854 at 4% or $208,569 at 6%; with 100% employer match about $234,641 at 4% or $156,427 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$2,265,987$75,085$18,771iApproximate average salary by contribution assumption: employee only about $469,281 at 4% or $312,854 at 6%; with 50% employer match about $312,854 at 4% or $208,569 at 6%; with 100% employer match about $234,641 at 4% or $156,427 at 6%.
201114$2,114,694$73,359$18,340iApproximate average salary by contribution assumption: employee only about $458,494 at 4% or $305,663 at 6%; with 50% employer match about $305,663 at 4% or $203,775 at 6%; with 100% employer match about $229,247 at 4% or $152,831 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$2,114,694$73,359$18,340iApproximate average salary by contribution assumption: employee only about $458,494 at 4% or $305,663 at 6%; with 50% employer match about $305,663 at 4% or $203,775 at 6%; with 100% employer match about $229,247 at 4% or $152,831 at 6%.
201014$2,010,546$38,872$9,718iApproximate average salary by contribution assumption: employee only about $242,950 at 4% or $161,967 at 6%; with 50% employer match about $161,967 at 4% or $107,978 at 6%; with 100% employer match about $121,475 at 4% or $80,983 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$2,010,546$38,872$9,718iApproximate average salary by contribution assumption: employee only about $242,950 at 4% or $161,967 at 6%; with 50% employer match about $161,967 at 4% or $107,978 at 6%; with 100% employer match about $121,475 at 4% or $80,983 at 6%.
200914$1,781,062$81,463$20,366iApproximate average salary by contribution assumption: employee only about $509,144 at 4% or $339,429 at 6%; with 50% employer match about $339,429 at 4% or $226,286 at 6%; with 100% employer match about $254,572 at 4% or $169,715 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,781,062$81,463$20,366iApproximate average salary by contribution assumption: employee only about $509,144 at 4% or $339,429 at 6%; with 50% employer match about $339,429 at 4% or $226,286 at 6%; with 100% employer match about $254,572 at 4% or $169,715 at 6%.
200814$0$0-
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4---
200714$0$0-
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4---
200614$1,783,549$74,229$18,557iApproximate average salary by contribution assumption: employee only about $463,931 at 4% or $309,288 at 6%; with 50% employer match about $309,288 at 4% or $206,192 at 6%; with 100% employer match about $231,966 at 4% or $154,644 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,783,549$74,229$18,557iApproximate average salary by contribution assumption: employee only about $463,931 at 4% or $309,288 at 6%; with 50% employer match about $309,288 at 4% or $206,192 at 6%; with 100% employer match about $231,966 at 4% or $154,644 at 6%.
200514$1,436,427$71,729$17,932iApproximate average salary by contribution assumption: employee only about $448,306 at 4% or $298,871 at 6%; with 50% employer match about $298,871 at 4% or $199,247 at 6%; with 100% employer match about $224,153 at 4% or $149,435 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,436,427$71,729$17,932iApproximate average salary by contribution assumption: employee only about $448,306 at 4% or $298,871 at 6%; with 50% employer match about $298,871 at 4% or $199,247 at 6%; with 100% employer match about $224,153 at 4% or $149,435 at 6%.
200414$1,351,868$68,294$17,074iApproximate average salary by contribution assumption: employee only about $426,838 at 4% or $284,558 at 6%; with 50% employer match about $284,558 at 4% or $189,706 at 6%; with 100% employer match about $213,419 at 4% or $142,279 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,351,868$68,294$17,074iApproximate average salary by contribution assumption: employee only about $426,838 at 4% or $284,558 at 6%; with 50% employer match about $284,558 at 4% or $189,706 at 6%; with 100% employer match about $213,419 at 4% or $142,279 at 6%.
200314$1,323,527$65,752$16,438iApproximate average salary by contribution assumption: employee only about $410,950 at 4% or $273,967 at 6%; with 50% employer match about $273,967 at 4% or $182,644 at 6%; with 100% employer match about $205,475 at 4% or $136,983 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$1,323,527$65,752$16,438iApproximate average salary by contribution assumption: employee only about $410,950 at 4% or $273,967 at 6%; with 50% employer match about $273,967 at 4% or $182,644 at 6%; with 100% employer match about $205,475 at 4% or $136,983 at 6%.
200224$0$0-
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4---
ALEXANDER J. SZE, D.D.S., INC. MONEY PURCHASE PENSION PLAN AND TRUST-0---
200124$0$0-
ALEXANDER J. SZE, D.D.S., INC. MONEY PURCHASE PENSION PLAN AND TRUST-4---
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4---
200024$0$0-
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4---
ALEXANDER J. SZE, D.D.S., INC. MONEY PURCHASE PENSION PLAN AND TRUST-4---
199914$982,695$19,959$4,990iApproximate average salary by contribution assumption: employee only about $124,744 at 4% or $83,163 at 6%; with 50% employer match about $83,163 at 4% or $55,442 at 6%; with 100% employer match about $62,372 at 4% or $41,581 at 6%.
Alexander J. Sze, D.D.S. Inc. 401(K) Profit Sharing Plan-4$982,695$19,959$4,990iApproximate average salary by contribution assumption: employee only about $124,744 at 4% or $83,163 at 6%; with 50% employer match about $83,163 at 4% or $55,442 at 6%; with 100% employer match about $62,372 at 4% or $41,581 at 6%.