Thomas R. Bales, D.D.S. Inc.
Plan context: Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan
EIN 94-2443492 • Novato, CA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$1,247,420
2024 Contributions
$78,268
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 | 1 | 17 | $1,247,420 | $78,268 | $4,604iApproximate average salary by contribution assumption: employee only about $115,100 at 4% or $76,733 at 6%; with 50% employer match about $76,733 at 4% or $51,156 at 6%; with 100% employer match about $57,550 at 4% or $38,367 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 17 | $1,247,420 | $78,268 | $4,604iApproximate average salary by contribution assumption: employee only about $115,100 at 4% or $76,733 at 6%; with 50% employer match about $76,733 at 4% or $51,156 at 6%; with 100% employer match about $57,550 at 4% or $38,367 at 6%. |
| 2023 | 1 | 15 | $1,093,984 | $91,889 | $6,126iApproximate average salary by contribution assumption: employee only about $153,148 at 4% or $102,099 at 6%; with 50% employer match about $102,099 at 4% or $68,066 at 6%; with 100% employer match about $76,574 at 4% or $51,049 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 15 | $1,093,984 | $91,889 | $6,126iApproximate average salary by contribution assumption: employee only about $153,148 at 4% or $102,099 at 6%; with 50% employer match about $102,099 at 4% or $68,066 at 6%; with 100% employer match about $76,574 at 4% or $51,049 at 6%. |
| 2022 | 1 | 15 | $1,156,069 | $94,060 | $6,271iApproximate average salary by contribution assumption: employee only about $156,767 at 4% or $104,511 at 6%; with 50% employer match about $104,511 at 4% or $69,674 at 6%; with 100% employer match about $78,383 at 4% or $52,256 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 15 | $1,156,069 | $94,060 | $6,271iApproximate average salary by contribution assumption: employee only about $156,767 at 4% or $104,511 at 6%; with 50% employer match about $104,511 at 4% or $69,674 at 6%; with 100% employer match about $78,383 at 4% or $52,256 at 6%. |
| 2021 | 1 | 14 | $1,728,060 | $119,964 | $8,569iApproximate average salary by contribution assumption: employee only about $214,221 at 4% or $142,814 at 6%; with 50% employer match about $142,814 at 4% or $95,210 at 6%; with 100% employer match about $107,111 at 4% or $71,407 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 14 | $1,728,060 | $119,964 | $8,569iApproximate average salary by contribution assumption: employee only about $214,221 at 4% or $142,814 at 6%; with 50% employer match about $142,814 at 4% or $95,210 at 6%; with 100% employer match about $107,111 at 4% or $71,407 at 6%. |
| 2020 | 1 | 16 | $12,637,734 | $116,614 | $7,288iApproximate average salary by contribution assumption: employee only about $182,209 at 4% or $121,473 at 6%; with 50% employer match about $121,473 at 4% or $80,982 at 6%; with 100% employer match about $91,105 at 4% or $60,736 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 16 | $12,637,734 | $116,614 | $7,288iApproximate average salary by contribution assumption: employee only about $182,209 at 4% or $121,473 at 6%; with 50% employer match about $121,473 at 4% or $80,982 at 6%; with 100% employer match about $91,105 at 4% or $60,736 at 6%. |
| 2019 | 1 | 15 | $11,252,885 | $117,224 | $7,815iApproximate average salary by contribution assumption: employee only about $195,373 at 4% or $130,249 at 6%; with 50% employer match about $130,249 at 4% or $86,833 at 6%; with 100% employer match about $97,687 at 4% or $65,124 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 15 | $11,252,885 | $117,224 | $7,815iApproximate average salary by contribution assumption: employee only about $195,373 at 4% or $130,249 at 6%; with 50% employer match about $130,249 at 4% or $86,833 at 6%; with 100% employer match about $97,687 at 4% or $65,124 at 6%. |
| 2018 | 1 | 13 | $9,561,259 | $119,697 | $9,207iApproximate average salary by contribution assumption: employee only about $230,187 at 4% or $153,458 at 6%; with 50% employer match about $153,458 at 4% or $102,305 at 6%; with 100% employer match about $115,093 at 4% or $76,729 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 13 | $9,561,259 | $119,697 | $9,207iApproximate average salary by contribution assumption: employee only about $230,187 at 4% or $153,458 at 6%; with 50% employer match about $153,458 at 4% or $102,305 at 6%; with 100% employer match about $115,093 at 4% or $76,729 at 6%. |
| 2017 | 1 | 14 | $9,750,769 | $110,110 | $7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,083 at 6%; with 50% employer match about $131,083 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 14 | $9,750,769 | $110,110 | $7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,083 at 6%; with 50% employer match about $131,083 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%. |
| 2016 | 1 | 12 | $8,726,443 | $111,107 | $9,259iApproximate average salary by contribution assumption: employee only about $231,473 at 4% or $154,315 at 6%; with 50% employer match about $154,315 at 4% or $102,877 at 6%; with 100% employer match about $115,736 at 4% or $77,158 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 12 | $8,726,443 | $111,107 | $9,259iApproximate average salary by contribution assumption: employee only about $231,473 at 4% or $154,315 at 6%; with 50% employer match about $154,315 at 4% or $102,877 at 6%; with 100% employer match about $115,736 at 4% or $77,158 at 6%. |
| 2015 | 1 | 11 | $8,068,196 | $86,996 | $7,909iApproximate average salary by contribution assumption: employee only about $197,718 at 4% or $131,812 at 6%; with 50% employer match about $131,812 at 4% or $87,875 at 6%; with 100% employer match about $98,859 at 4% or $65,906 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 11 | $8,068,196 | $86,996 | $7,909iApproximate average salary by contribution assumption: employee only about $197,718 at 4% or $131,812 at 6%; with 50% employer match about $131,812 at 4% or $87,875 at 6%; with 100% employer match about $98,859 at 4% or $65,906 at 6%. |
| 2014 | 1 | 11 | $7,926,687 | $80,766 | $7,342iApproximate average salary by contribution assumption: employee only about $183,559 at 4% or $122,373 at 6%; with 50% employer match about $122,373 at 4% or $81,582 at 6%; with 100% employer match about $91,780 at 4% or $61,186 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 11 | $7,926,687 | $80,766 | $7,342iApproximate average salary by contribution assumption: employee only about $183,559 at 4% or $122,373 at 6%; with 50% employer match about $122,373 at 4% or $81,582 at 6%; with 100% employer match about $91,780 at 4% or $61,186 at 6%. |
| 2013 | 1 | 12 | $7,058,974 | $67,403 | $5,617iApproximate average salary by contribution assumption: employee only about $140,423 at 4% or $93,615 at 6%; with 50% employer match about $93,615 at 4% or $62,410 at 6%; with 100% employer match about $70,211 at 4% or $46,808 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 12 | $7,058,974 | $67,403 | $5,617iApproximate average salary by contribution assumption: employee only about $140,423 at 4% or $93,615 at 6%; with 50% employer match about $93,615 at 4% or $62,410 at 6%; with 100% employer match about $70,211 at 4% or $46,808 at 6%. |
| 2012 | 1 | 12 | $6,712,561 | $66,145 | $5,512iApproximate average salary by contribution assumption: employee only about $137,802 at 4% or $91,868 at 6%; with 50% employer match about $91,868 at 4% or $61,245 at 6%; with 100% employer match about $68,901 at 4% or $45,934 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 12 | $6,712,561 | $66,145 | $5,512iApproximate average salary by contribution assumption: employee only about $137,802 at 4% or $91,868 at 6%; with 50% employer match about $91,868 at 4% or $61,245 at 6%; with 100% employer match about $68,901 at 4% or $45,934 at 6%. |
| 2011 | 1 | 14 | $6,190,478 | $42,510 | $3,036iApproximate average salary by contribution assumption: employee only about $75,911 at 4% or $50,607 at 6%; with 50% employer match about $50,607 at 4% or $33,738 at 6%; with 100% employer match about $37,955 at 4% or $25,304 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 14 | $6,190,478 | $42,510 | $3,036iApproximate average salary by contribution assumption: employee only about $75,911 at 4% or $50,607 at 6%; with 50% employer match about $50,607 at 4% or $33,738 at 6%; with 100% employer match about $37,955 at 4% or $25,304 at 6%. |
| 2010 | 1 | 14 | $5,722,303 | $96,601 | $6,900iApproximate average salary by contribution assumption: employee only about $172,502 at 4% or $115,001 at 6%; with 50% employer match about $115,001 at 4% or $76,667 at 6%; with 100% employer match about $86,251 at 4% or $57,501 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 14 | $5,722,303 | $96,601 | $6,900iApproximate average salary by contribution assumption: employee only about $172,502 at 4% or $115,001 at 6%; with 50% employer match about $115,001 at 4% or $76,667 at 6%; with 100% employer match about $86,251 at 4% or $57,501 at 6%. |
| 2009 | 1 | 15 | $4,917,541 | $83,308 | $5,554iApproximate average salary by contribution assumption: employee only about $138,847 at 4% or $92,564 at 6%; with 50% employer match about $92,564 at 4% or $61,710 at 6%; with 100% employer match about $69,423 at 4% or $46,282 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 15 | $4,917,541 | $83,308 | $5,554iApproximate average salary by contribution assumption: employee only about $138,847 at 4% or $92,564 at 6%; with 50% employer match about $92,564 at 4% or $61,710 at 6%; with 100% employer match about $69,423 at 4% or $46,282 at 6%. |
| 2008 | 1 | 12 | $3,856,611 | $76,783 | $6,399iApproximate average salary by contribution assumption: employee only about $159,965 at 4% or $106,643 at 6%; with 50% employer match about $106,643 at 4% or $71,095 at 6%; with 100% employer match about $79,982 at 4% or $53,322 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 12 | $3,856,611 | $76,783 | $6,399iApproximate average salary by contribution assumption: employee only about $159,965 at 4% or $106,643 at 6%; with 50% employer match about $106,643 at 4% or $71,095 at 6%; with 100% employer match about $79,982 at 4% or $53,322 at 6%. |
| 2007 | 1 | 13 | $5,128,681 | $75,157 | $5,781iApproximate average salary by contribution assumption: employee only about $144,533 at 4% or $96,355 at 6%; with 50% employer match about $96,355 at 4% or $64,237 at 6%; with 100% employer match about $72,266 at 4% or $48,178 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 13 | $5,128,681 | $75,157 | $5,781iApproximate average salary by contribution assumption: employee only about $144,533 at 4% or $96,355 at 6%; with 50% employer match about $96,355 at 4% or $64,237 at 6%; with 100% employer match about $72,266 at 4% or $48,178 at 6%. |
| 2006 | 1 | 14 | $4,911,046 | $72,719 | $5,194iApproximate average salary by contribution assumption: employee only about $129,855 at 4% or $86,570 at 6%; with 50% employer match about $86,570 at 4% or $57,713 at 6%; with 100% employer match about $64,928 at 4% or $43,285 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 14 | $4,911,046 | $72,719 | $5,194iApproximate average salary by contribution assumption: employee only about $129,855 at 4% or $86,570 at 6%; with 50% employer match about $86,570 at 4% or $57,713 at 6%; with 100% employer match about $64,928 at 4% or $43,285 at 6%. |
| 2005 | 1 | 14 | $4,447,249 | $67,519 | $4,823iApproximate average salary by contribution assumption: employee only about $120,570 at 4% or $80,380 at 6%; with 50% employer match about $80,380 at 4% or $53,587 at 6%; with 100% employer match about $60,285 at 4% or $40,190 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 14 | $4,447,249 | $67,519 | $4,823iApproximate average salary by contribution assumption: employee only about $120,570 at 4% or $80,380 at 6%; with 50% employer match about $80,380 at 4% or $53,587 at 6%; with 100% employer match about $60,285 at 4% or $40,190 at 6%. |
| 2004 | 1 | 15 | $4,476,372 | $62,794 | $4,186iApproximate average salary by contribution assumption: employee only about $104,657 at 4% or $69,771 at 6%; with 50% employer match about $69,771 at 4% or $46,514 at 6%; with 100% employer match about $52,328 at 4% or $34,886 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 15 | $4,476,372 | $62,794 | $4,186iApproximate average salary by contribution assumption: employee only about $104,657 at 4% or $69,771 at 6%; with 50% employer match about $69,771 at 4% or $46,514 at 6%; with 100% employer match about $52,328 at 4% or $34,886 at 6%. |
| 2003 | 1 | 15 | $3,951,770 | $60,589 | $4,039iApproximate average salary by contribution assumption: employee only about $100,982 at 4% or $67,321 at 6%; with 50% employer match about $67,321 at 4% or $44,881 at 6%; with 100% employer match about $50,491 at 4% or $33,661 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 15 | $3,951,770 | $60,589 | $4,039iApproximate average salary by contribution assumption: employee only about $100,982 at 4% or $67,321 at 6%; with 50% employer match about $67,321 at 4% or $44,881 at 6%; with 100% employer match about $50,491 at 4% or $33,661 at 6%. |
| 2002 | 1 | 14 | $3,219,693 | $56,651 | $4,047iApproximate average salary by contribution assumption: employee only about $101,163 at 4% or $67,442 at 6%; with 50% employer match about $67,442 at 4% or $44,961 at 6%; with 100% employer match about $50,581 at 4% or $33,721 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 14 | $3,219,693 | $56,651 | $4,047iApproximate average salary by contribution assumption: employee only about $101,163 at 4% or $67,442 at 6%; with 50% employer match about $67,442 at 4% or $44,961 at 6%; with 100% employer match about $50,581 at 4% or $33,721 at 6%. |
| 2001 | 1 | 14 | $3,277,611 | $48,499 | $3,464iApproximate average salary by contribution assumption: employee only about $86,605 at 4% or $57,737 at 6%; with 50% employer match about $57,737 at 4% or $38,491 at 6%; with 100% employer match about $43,303 at 4% or $28,868 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 14 | $3,277,611 | $48,499 | $3,464iApproximate average salary by contribution assumption: employee only about $86,605 at 4% or $57,737 at 6%; with 50% employer match about $57,737 at 4% or $38,491 at 6%; with 100% employer match about $43,303 at 4% or $28,868 at 6%. |
| 2000 | 1 | 15 | $3,481,737 | $42,144 | $2,810iApproximate average salary by contribution assumption: employee only about $70,240 at 4% or $46,827 at 6%; with 50% employer match about $46,827 at 4% or $31,218 at 6%; with 100% employer match about $35,120 at 4% or $23,413 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 15 | $3,481,737 | $42,144 | $2,810iApproximate average salary by contribution assumption: employee only about $70,240 at 4% or $46,827 at 6%; with 50% employer match about $46,827 at 4% or $31,218 at 6%; with 100% employer match about $35,120 at 4% or $23,413 at 6%. |
| 1999 | 1 | 17 | $3,057,453 | $41,007 | $2,412iApproximate average salary by contribution assumption: employee only about $60,304 at 4% or $40,203 at 6%; with 50% employer match about $40,203 at 4% or $26,802 at 6%; with 100% employer match about $30,152 at 4% or $20,101 at 6%. |
| Thomas R. Bales, D.D.S. Inc. Profit Sharing Plan | - | 17 | $3,057,453 | $41,007 | $2,412iApproximate average salary by contribution assumption: employee only about $60,304 at 4% or $40,203 at 6%; with 50% employer match about $40,203 at 4% or $26,802 at 6%; with 100% employer match about $30,152 at 4% or $20,101 at 6%. |