Civic Intelligence

Loretta Y. Say, D.M.D. Inc.

Plan context: Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan

EIN 94-2698686 • Fresno, CA • 38 filings • 3 plans

5151 N Palm Avenue, Suite 920Fresno, CA 93704
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$4,375,976

2024 Contributions

$52,542

Historical Graphs

Total Assets Over Time

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

$5,232,337$2,616,169$0199920152024YearValue
$4,375,976Latest year 2024

Participants Over Time

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

630199920122024YearValue
2Latest 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
202412$4,375,976$0-
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-2$4,375,976$0-
202312$4,208,008$0-
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-2$4,208,008$0-
202215$3,853,466$52,542$10,508iApproximate average salary by contribution assumption: employee only about $262,710 at 4% or $175,140 at 6%; with 50% employer match about $175,140 at 4% or $116,760 at 6%; with 100% employer match about $131,355 at 4% or $87,570 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-5$3,853,466$52,542$10,508iApproximate average salary by contribution assumption: employee only about $262,710 at 4% or $175,140 at 6%; with 50% employer match about $175,140 at 4% or $116,760 at 6%; with 100% employer match about $131,355 at 4% or $87,570 at 6%.
202116$3,995,818$74,857$12,476iApproximate average salary by contribution assumption: employee only about $311,904 at 4% or $207,936 at 6%; with 50% employer match about $207,936 at 4% or $138,624 at 6%; with 100% employer match about $155,952 at 4% or $103,968 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-6$3,995,818$74,857$12,476iApproximate average salary by contribution assumption: employee only about $311,904 at 4% or $207,936 at 6%; with 50% employer match about $207,936 at 4% or $138,624 at 6%; with 100% employer match about $155,952 at 4% or $103,968 at 6%.
202016$4,020,212$71,715$11,953iApproximate average salary by contribution assumption: employee only about $298,813 at 4% or $199,208 at 6%; with 50% employer match about $199,208 at 4% or $132,806 at 6%; with 100% employer match about $149,406 at 4% or $99,604 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-6$4,020,212$71,715$11,953iApproximate average salary by contribution assumption: employee only about $298,813 at 4% or $199,208 at 6%; with 50% employer match about $199,208 at 4% or $132,806 at 6%; with 100% employer match about $149,406 at 4% or $99,604 at 6%.
201915$4,032,400$71,581$14,316iApproximate average salary by contribution assumption: employee only about $357,905 at 4% or $238,603 at 6%; with 50% employer match about $238,603 at 4% or $159,069 at 6%; with 100% employer match about $178,953 at 4% or $119,302 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-5$4,032,400$71,581$14,316iApproximate average salary by contribution assumption: employee only about $357,905 at 4% or $238,603 at 6%; with 50% employer match about $238,603 at 4% or $159,069 at 6%; with 100% employer match about $178,953 at 4% or $119,302 at 6%.
201815$4,277,487$71,962$14,392iApproximate average salary by contribution assumption: employee only about $359,810 at 4% or $239,873 at 6%; with 50% employer match about $239,873 at 4% or $159,916 at 6%; with 100% employer match about $179,905 at 4% or $119,937 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-5$4,277,487$71,962$14,392iApproximate average salary by contribution assumption: employee only about $359,810 at 4% or $239,873 at 6%; with 50% employer match about $239,873 at 4% or $159,916 at 6%; with 100% employer match about $179,905 at 4% or $119,937 at 6%.
201714$4,111,927$67,926$16,982iApproximate average salary by contribution assumption: employee only about $424,538 at 4% or $283,025 at 6%; with 50% employer match about $283,025 at 4% or $188,683 at 6%; with 100% employer match about $212,269 at 4% or $141,513 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$4,111,927$67,926$16,982iApproximate average salary by contribution assumption: employee only about $424,538 at 4% or $283,025 at 6%; with 50% employer match about $283,025 at 4% or $188,683 at 6%; with 100% employer match about $212,269 at 4% or $141,513 at 6%.
201614$4,047,938$64,029$16,007iApproximate average salary by contribution assumption: employee only about $400,181 at 4% or $266,788 at 6%; with 50% employer match about $266,788 at 4% or $177,858 at 6%; with 100% employer match about $200,091 at 4% or $133,394 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$4,047,938$64,029$16,007iApproximate average salary by contribution assumption: employee only about $400,181 at 4% or $266,788 at 6%; with 50% employer match about $266,788 at 4% or $177,858 at 6%; with 100% employer match about $200,091 at 4% or $133,394 at 6%.
201514$4,036,386$59,780$14,945iApproximate average salary by contribution assumption: employee only about $373,625 at 4% or $249,083 at 6%; with 50% employer match about $249,083 at 4% or $166,056 at 6%; with 100% employer match about $186,813 at 4% or $124,542 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$4,036,386$59,780$14,945iApproximate average salary by contribution assumption: employee only about $373,625 at 4% or $249,083 at 6%; with 50% employer match about $249,083 at 4% or $166,056 at 6%; with 100% employer match about $186,813 at 4% or $124,542 at 6%.
201414$3,994,668$65,539$16,385iApproximate average salary by contribution assumption: employee only about $409,619 at 4% or $273,079 at 6%; with 50% employer match about $273,079 at 4% or $182,053 at 6%; with 100% employer match about $204,809 at 4% or $136,540 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$3,994,668$65,539$16,385iApproximate average salary by contribution assumption: employee only about $409,619 at 4% or $273,079 at 6%; with 50% employer match about $273,079 at 4% or $182,053 at 6%; with 100% employer match about $204,809 at 4% or $136,540 at 6%.
201324$4,153,530$316,645$79,161iApproximate average salary by contribution assumption: employee only about $1,979,031 at 4% or $1,319,354 at 6%; with 50% employer match about $1,319,354 at 4% or $879,569 at 6%; with 100% employer match about $989,516 at 4% or $659,677 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$4,153,530$316,645$79,161iApproximate average salary by contribution assumption: employee only about $1,979,031 at 4% or $1,319,354 at 6%; with 50% employer match about $1,319,354 at 4% or $879,569 at 6%; with 100% employer match about $989,516 at 4% or $659,677 at 6%.
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-0$0--
201224$3,749,658$56,430$14,108iApproximate average salary by contribution assumption: employee only about $352,688 at 4% or $235,125 at 6%; with 50% employer match about $235,125 at 4% or $156,750 at 6%; with 100% employer match about $176,344 at 4% or $117,563 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$3,516,682$56,430$14,108iApproximate average salary by contribution assumption: employee only about $352,688 at 4% or $235,125 at 6%; with 50% employer match about $235,125 at 4% or $156,750 at 6%; with 100% employer match about $176,344 at 4% or $117,563 at 6%.
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2$232,976--
201125$3,425,490$53,721$10,744iApproximate average salary by contribution assumption: employee only about $268,605 at 4% or $179,070 at 6%; with 50% employer match about $179,070 at 4% or $119,380 at 6%; with 100% employer match about $134,303 at 4% or $89,535 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-5$3,075,203$53,721$10,744iApproximate average salary by contribution assumption: employee only about $268,605 at 4% or $179,070 at 6%; with 50% employer match about $179,070 at 4% or $119,380 at 6%; with 100% employer match about $134,303 at 4% or $89,535 at 6%.
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2$350,287--
201025$3,750,911$1,654,422$330,884iApproximate average salary by contribution assumption: employee only about $8,272,110 at 4% or $5,514,740 at 6%; with 50% employer match about $5,514,740 at 4% or $3,676,493 at 6%; with 100% employer match about $4,136,055 at 4% or $2,757,370 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-5$3,425,222$1,654,422$330,884iApproximate average salary by contribution assumption: employee only about $8,272,110 at 4% or $5,514,740 at 6%; with 50% employer match about $5,514,740 at 4% or $3,676,493 at 6%; with 100% employer match about $4,136,055 at 4% or $2,757,370 at 6%.
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2$325,689--
200934$5,232,337$383,521$95,880iApproximate average salary by contribution assumption: employee only about $2,397,006 at 4% or $1,598,004 at 6%; with 50% employer match about $1,598,004 at 4% or $1,065,336 at 6%; with 100% employer match about $1,198,503 at 4% or $799,002 at 6%.
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2$1,767,979$190,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2$1,767,979$190,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$1,696,379$3,521$880iApproximate average salary by contribution assumption: employee only about $22,006 at 4% or $14,671 at 6%; with 50% employer match about $14,671 at 4% or $9,781 at 6%; with 100% employer match about $11,003 at 4% or $7,335 at 6%.
200824$0$0-
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4---
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2---
200724$0$0-
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2---
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4---
200624$0$0-
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2---
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4---
200524$2,050,775$216,713$54,178iApproximate average salary by contribution assumption: employee only about $1,354,456 at 4% or $902,971 at 6%; with 50% employer match about $902,971 at 4% or $601,981 at 6%; with 100% employer match about $677,228 at 4% or $451,485 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$1,396,500$2,142$536iApproximate average salary by contribution assumption: employee only about $13,388 at 4% or $8,925 at 6%; with 50% employer match about $8,925 at 4% or $5,950 at 6%; with 100% employer match about $6,694 at 4% or $4,463 at 6%.
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2$654,275$214,571$107,286iApproximate average salary by contribution assumption: employee only about $2,682,138 at 4% or $1,788,092 at 6%; with 50% employer match about $1,788,092 at 4% or $1,192,061 at 6%; with 100% employer match about $1,341,069 at 4% or $894,046 at 6%.
200424$1,732,154$212,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4$1,305,263--
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2$426,891$212,000$106,000iApproximate average salary by contribution assumption: employee only about $2,650,000 at 4% or $1,766,667 at 6%; with 50% employer match about $1,766,667 at 4% or $1,177,778 at 6%; with 100% employer match about $1,325,000 at 4% or $883,333 at 6%.
200323$1,486,729$213,816$71,272iApproximate average salary by contribution assumption: employee only about $1,781,800 at 4% or $1,187,867 at 6%; with 50% employer match about $1,187,867 at 4% or $791,911 at 6%; with 100% employer match about $890,900 at 4% or $593,933 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-3$1,274,267$1,354$451iApproximate average salary by contribution assumption: employee only about $11,283 at 4% or $7,522 at 6%; with 50% employer match about $7,522 at 4% or $5,015 at 6%; with 100% employer match about $5,642 at 4% or $3,761 at 6%.
LORETTA Y. SAY, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-2$212,462$212,462$106,231iApproximate average salary by contribution assumption: employee only about $2,655,775 at 4% or $1,770,517 at 6%; with 50% employer match about $1,770,517 at 4% or $1,180,344 at 6%; with 100% employer match about $1,327,888 at 4% or $885,258 at 6%.
200214$0$0-
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-4---
200112$0$0-
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-2---
200011$0$0-
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-1---
199911$970,491$11,073$11,073iApproximate average salary by contribution assumption: employee only about $276,825 at 4% or $184,550 at 6%; with 50% employer match about $184,550 at 4% or $123,033 at 6%; with 100% employer match about $138,413 at 4% or $92,275 at 6%.
Loretta Y. Say, D.M.D. Inc. Profit Sharing Plan-1$970,491$11,073$11,073iApproximate average salary by contribution assumption: employee only about $276,825 at 4% or $184,550 at 6%; with 50% employer match about $184,550 at 4% or $123,033 at 6%; with 100% employer match about $138,413 at 4% or $92,275 at 6%.