Civic Intelligence

Philip Wolkstein, DMD Inc.

Plan context: Philip Wolkstein, DMD 401(K) Plan

EIN 94-2430405 • San Jose, CA • 26 filings • 3 plans

841 Blossom Hill Road, Suite 210San Jose, CA 95123
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$9,341,932

2024 Contributions

$150,825

Historical Graphs

Total Assets Over Time

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

$9,341,932$4,670,966$0199920132024YearValue
$9,341,932Latest year 2024

Participants Over Time

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

1050199920122024YearValue
10Latest 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
2024110$9,341,932$150,825$15,083iApproximate average salary by contribution assumption: employee only about $377,063 at 4% or $251,375 at 6%; with 50% employer match about $251,375 at 4% or $167,583 at 6%; with 100% employer match about $188,531 at 4% or $125,688 at 6%.
Philip Wolkstein, DMD 401(K) Plan-10$9,341,932$150,825$15,083iApproximate average salary by contribution assumption: employee only about $377,063 at 4% or $251,375 at 6%; with 50% employer match about $251,375 at 4% or $167,583 at 6%; with 100% employer match about $188,531 at 4% or $125,688 at 6%.
2023110$8,847,541$131,530$13,153iApproximate average salary by contribution assumption: employee only about $328,825 at 4% or $219,217 at 6%; with 50% employer match about $219,217 at 4% or $146,144 at 6%; with 100% employer match about $164,413 at 4% or $109,608 at 6%.
Philip Wolkstein, DMD 401(K) Plan-10$8,847,541$131,530$13,153iApproximate average salary by contribution assumption: employee only about $328,825 at 4% or $219,217 at 6%; with 50% employer match about $219,217 at 4% or $146,144 at 6%; with 100% employer match about $164,413 at 4% or $109,608 at 6%.
202219$8,206,031$120,076$13,342iApproximate average salary by contribution assumption: employee only about $333,544 at 4% or $222,363 at 6%; with 50% employer match about $222,363 at 4% or $148,242 at 6%; with 100% employer match about $166,772 at 4% or $111,181 at 6%.
Philip Wolkstein, DMD 401(K) Plan-9$8,206,031$120,076$13,342iApproximate average salary by contribution assumption: employee only about $333,544 at 4% or $222,363 at 6%; with 50% employer match about $222,363 at 4% or $148,242 at 6%; with 100% employer match about $166,772 at 4% or $111,181 at 6%.
2021110$7,632,016$107,520$10,752iApproximate average salary by contribution assumption: employee only about $268,800 at 4% or $179,200 at 6%; with 50% employer match about $179,200 at 4% or $119,467 at 6%; with 100% employer match about $134,400 at 4% or $89,600 at 6%.
Philip Wolkstein, DMD 401(K) Plan-10$7,632,016$107,520$10,752iApproximate average salary by contribution assumption: employee only about $268,800 at 4% or $179,200 at 6%; with 50% employer match about $179,200 at 4% or $119,467 at 6%; with 100% employer match about $134,400 at 4% or $89,600 at 6%.
202018$9,127,556$124,684$15,586iApproximate average salary by contribution assumption: employee only about $389,638 at 4% or $259,758 at 6%; with 50% employer match about $259,758 at 4% or $173,172 at 6%; with 100% employer match about $194,819 at 4% or $129,879 at 6%.
Philip Wolkstein, DMD 401(K) Plan-8$9,127,556$124,684$15,586iApproximate average salary by contribution assumption: employee only about $389,638 at 4% or $259,758 at 6%; with 50% employer match about $259,758 at 4% or $173,172 at 6%; with 100% employer match about $194,819 at 4% or $129,879 at 6%.
2019110$8,850,092$237,586$23,759iApproximate average salary by contribution assumption: employee only about $593,965 at 4% or $395,977 at 6%; with 50% employer match about $395,977 at 4% or $263,984 at 6%; with 100% employer match about $296,983 at 4% or $197,988 at 6%.
Philip Wolkstein, DMD 401(K) Plan-10$8,850,092$237,586$23,759iApproximate average salary by contribution assumption: employee only about $593,965 at 4% or $395,977 at 6%; with 50% employer match about $395,977 at 4% or $263,984 at 6%; with 100% employer match about $296,983 at 4% or $197,988 at 6%.
2018110$8,476,866$238,567$23,857iApproximate average salary by contribution assumption: employee only about $596,418 at 4% or $397,612 at 6%; with 50% employer match about $397,612 at 4% or $265,074 at 6%; with 100% employer match about $298,209 at 4% or $198,806 at 6%.
Philip Wolkstein, DMD 401(K) Plan-10$8,476,866$238,567$23,857iApproximate average salary by contribution assumption: employee only about $596,418 at 4% or $397,612 at 6%; with 50% employer match about $397,612 at 4% or $265,074 at 6%; with 100% employer match about $298,209 at 4% or $198,806 at 6%.
201718$7,732,714$232,965$29,121iApproximate average salary by contribution assumption: employee only about $728,016 at 4% or $485,344 at 6%; with 50% employer match about $485,344 at 4% or $323,563 at 6%; with 100% employer match about $364,008 at 4% or $242,672 at 6%.
Philip Wolkstein, DMD 401(K) Plan-8$7,732,714$232,965$29,121iApproximate average salary by contribution assumption: employee only about $728,016 at 4% or $485,344 at 6%; with 50% employer match about $485,344 at 4% or $323,563 at 6%; with 100% employer match about $364,008 at 4% or $242,672 at 6%.
2016110$7,946,183$209,152$20,915iApproximate average salary by contribution assumption: employee only about $522,880 at 4% or $348,587 at 6%; with 50% employer match about $348,587 at 4% or $232,391 at 6%; with 100% employer match about $261,440 at 4% or $174,293 at 6%.
Philip Wolkstein, DMD 401(K) Plan-10$7,946,183$209,152$20,915iApproximate average salary by contribution assumption: employee only about $522,880 at 4% or $348,587 at 6%; with 50% employer match about $348,587 at 4% or $232,391 at 6%; with 100% employer match about $261,440 at 4% or $174,293 at 6%.
2015110$8,050,125$186,232$18,623iApproximate average salary by contribution assumption: employee only about $465,580 at 4% or $310,387 at 6%; with 50% employer match about $310,387 at 4% or $206,924 at 6%; with 100% employer match about $232,790 at 4% or $155,193 at 6%.
Philip Wolkstein, DMD 401(K) Plan-10$8,050,125$186,232$18,623iApproximate average salary by contribution assumption: employee only about $465,580 at 4% or $310,387 at 6%; with 50% employer match about $310,387 at 4% or $206,924 at 6%; with 100% employer match about $232,790 at 4% or $155,193 at 6%.
201417$7,948,872$161,018$23,003iApproximate average salary by contribution assumption: employee only about $575,064 at 4% or $383,376 at 6%; with 50% employer match about $383,376 at 4% or $255,584 at 6%; with 100% employer match about $287,532 at 4% or $191,688 at 6%.
Philip Wolkstein, DMD 401(K) Plan-7$7,948,872$161,018$23,003iApproximate average salary by contribution assumption: employee only about $575,064 at 4% or $383,376 at 6%; with 50% employer match about $383,376 at 4% or $255,584 at 6%; with 100% employer match about $287,532 at 4% or $191,688 at 6%.
201318$7,834,352$169,370$21,171iApproximate average salary by contribution assumption: employee only about $529,281 at 4% or $352,854 at 6%; with 50% employer match about $352,854 at 4% or $235,236 at 6%; with 100% employer match about $264,641 at 4% or $176,427 at 6%.
Philip Wolkstein, DMD 401(K) Plan-8$7,834,352$169,370$21,171iApproximate average salary by contribution assumption: employee only about $529,281 at 4% or $352,854 at 6%; with 50% employer match about $352,854 at 4% or $235,236 at 6%; with 100% employer match about $264,641 at 4% or $176,427 at 6%.
201218$6,977,063$170,086$21,261iApproximate average salary by contribution assumption: employee only about $531,519 at 4% or $354,346 at 6%; with 50% employer match about $354,346 at 4% or $236,231 at 6%; with 100% employer match about $265,759 at 4% or $177,173 at 6%.
Philip Wolkstein, DMD 401(K) Plan-8$6,977,063$170,086$21,261iApproximate average salary by contribution assumption: employee only about $531,519 at 4% or $354,346 at 6%; with 50% employer match about $354,346 at 4% or $236,231 at 6%; with 100% employer match about $265,759 at 4% or $177,173 at 6%.
201118$6,378,836$173,602$21,700iApproximate average salary by contribution assumption: employee only about $542,506 at 4% or $361,671 at 6%; with 50% employer match about $361,671 at 4% or $241,114 at 6%; with 100% employer match about $271,253 at 4% or $180,835 at 6%.
Philip Wolkstein, DMD 401(K) Plan-8$6,378,836$173,602$21,700iApproximate average salary by contribution assumption: employee only about $542,506 at 4% or $361,671 at 6%; with 50% employer match about $361,671 at 4% or $241,114 at 6%; with 100% employer match about $271,253 at 4% or $180,835 at 6%.
201018$6,154,655$146,582$18,323iApproximate average salary by contribution assumption: employee only about $458,069 at 4% or $305,379 at 6%; with 50% employer match about $305,379 at 4% or $203,586 at 6%; with 100% employer match about $229,034 at 4% or $152,690 at 6%.
Philip Wolkstein, DMD 401(K) Plan-8$6,154,655$146,582$18,323iApproximate average salary by contribution assumption: employee only about $458,069 at 4% or $305,379 at 6%; with 50% employer match about $305,379 at 4% or $203,586 at 6%; with 100% employer match about $229,034 at 4% or $152,690 at 6%.
200918$5,100,566$165,412$20,677iApproximate average salary by contribution assumption: employee only about $516,913 at 4% or $344,608 at 6%; with 50% employer match about $344,608 at 4% or $229,739 at 6%; with 100% employer match about $258,456 at 4% or $172,304 at 6%.
Philip Wolkstein, DMD 401(K) Plan-8$5,100,566$165,412$20,677iApproximate average salary by contribution assumption: employee only about $516,913 at 4% or $344,608 at 6%; with 50% employer match about $344,608 at 4% or $229,739 at 6%; with 100% employer match about $258,456 at 4% or $172,304 at 6%.
200817$4,196,012$163,686$23,384iApproximate average salary by contribution assumption: employee only about $584,593 at 4% or $389,729 at 6%; with 50% employer match about $389,729 at 4% or $259,819 at 6%; with 100% employer match about $292,296 at 4% or $194,864 at 6%.
Philip Wolkstein, DMD 401(K) Plan-7$4,196,012$163,686$23,384iApproximate average salary by contribution assumption: employee only about $584,593 at 4% or $389,729 at 6%; with 50% employer match about $389,729 at 4% or $259,819 at 6%; with 100% employer match about $292,296 at 4% or $194,864 at 6%.
200717$0$0-
Philip Wolkstein, DMD 401(K) Plan-7---
200616$5,137,848$136,857$22,810iApproximate average salary by contribution assumption: employee only about $570,238 at 4% or $380,158 at 6%; with 50% employer match about $380,158 at 4% or $253,439 at 6%; with 100% employer match about $285,119 at 4% or $190,079 at 6%.
Philip Wolkstein, DMD 401(K) Plan-6$5,137,848$136,857$22,810iApproximate average salary by contribution assumption: employee only about $570,238 at 4% or $380,158 at 6%; with 50% employer match about $380,158 at 4% or $253,439 at 6%; with 100% employer match about $285,119 at 4% or $190,079 at 6%.
200516$4,333,826$138,874$23,146iApproximate average salary by contribution assumption: employee only about $578,642 at 4% or $385,761 at 6%; with 50% employer match about $385,761 at 4% or $257,174 at 6%; with 100% employer match about $289,321 at 4% or $192,881 at 6%.
Philip Wolkstein, DMD 401(K) Plan-6$4,333,826$138,874$23,146iApproximate average salary by contribution assumption: employee only about $578,642 at 4% or $385,761 at 6%; with 50% employer match about $385,761 at 4% or $257,174 at 6%; with 100% employer match about $289,321 at 4% or $192,881 at 6%.
200416$3,874,327$113,952$18,992iApproximate average salary by contribution assumption: employee only about $474,800 at 4% or $316,533 at 6%; with 50% employer match about $316,533 at 4% or $211,022 at 6%; with 100% employer match about $237,400 at 4% or $158,267 at 6%.
Philip Wolkstein, DMD 401(K) Plan-6$3,874,327$113,952$18,992iApproximate average salary by contribution assumption: employee only about $474,800 at 4% or $316,533 at 6%; with 50% employer match about $316,533 at 4% or $211,022 at 6%; with 100% employer match about $237,400 at 4% or $158,267 at 6%.
200316$3,490,684$105,222$17,537iApproximate average salary by contribution assumption: employee only about $438,425 at 4% or $292,283 at 6%; with 50% employer match about $292,283 at 4% or $194,856 at 6%; with 100% employer match about $219,213 at 4% or $146,142 at 6%.
Philip Wolkstein, DMD 401(K) Plan-6$3,490,684$105,222$17,537iApproximate average salary by contribution assumption: employee only about $438,425 at 4% or $292,283 at 6%; with 50% employer match about $292,283 at 4% or $194,856 at 6%; with 100% employer match about $219,213 at 4% or $146,142 at 6%.
200215$2,827,157$57,953$11,591iApproximate average salary by contribution assumption: employee only about $289,765 at 4% or $193,177 at 6%; with 50% employer match about $193,177 at 4% or $128,784 at 6%; with 100% employer match about $144,883 at 4% or $96,588 at 6%.
Philip Wolkstein, DMD 401(K) Plan-5$2,827,157$57,953$11,591iApproximate average salary by contribution assumption: employee only about $289,765 at 4% or $193,177 at 6%; with 50% employer match about $193,177 at 4% or $128,784 at 6%; with 100% employer match about $144,883 at 4% or $96,588 at 6%.
200115$0$0-
Philip Wolkstein, DMD 401(K) Plan-5---
200015$2,844,130$54,882$10,976iApproximate average salary by contribution assumption: employee only about $274,410 at 4% or $182,940 at 6%; with 50% employer match about $182,940 at 4% or $121,960 at 6%; with 100% employer match about $137,205 at 4% or $91,470 at 6%.
Philip Wolkstein, DMD 401(K) Plan-5$2,844,130$54,882$10,976iApproximate average salary by contribution assumption: employee only about $274,410 at 4% or $182,940 at 6%; with 50% employer match about $182,940 at 4% or $121,960 at 6%; with 100% employer match about $137,205 at 4% or $91,470 at 6%.
199915$3,154,869$47,654$9,531iApproximate average salary by contribution assumption: employee only about $238,270 at 4% or $158,847 at 6%; with 50% employer match about $158,847 at 4% or $105,898 at 6%; with 100% employer match about $119,135 at 4% or $79,423 at 6%.
Philip Wolkstein, DMD 401(K) Plan-5$3,154,869$47,654$9,531iApproximate average salary by contribution assumption: employee only about $238,270 at 4% or $158,847 at 6%; with 50% employer match about $158,847 at 4% or $105,898 at 6%; with 100% employer match about $119,135 at 4% or $79,423 at 6%.