Civic Intelligence

Jerold Sorensen, D.D.S. PC.

Plan context: Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan

EIN 94-2769917 • Fresno, CA • 25 filings • 3 plans

1480 West Herndon StFresno, CA 93711
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$924,640

2024 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$1,476,718$738,359$0199920152024YearValue
$924,640Latest year 2024

Participants Over Time

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

840199920132024YearValue
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$924,640$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-2$924,640$0-
202312$964,140$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-2$964,140$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
202212$903,640$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-2$903,640$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
202112$843,140$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-2$843,140$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
202018$782,640$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$782,640$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201918$722,140$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$722,140$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201818$661,640$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$661,640$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201713$651,140$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-3$651,140$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
201618$690,640$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$690,640$0-
201518$719,558$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$719,558$0-
201418$719,558$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$719,558$0-
201318$759,058$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$759,058$0-
201218$798,859$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$798,859$0-
201128$1,476,718$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$838,359$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$638,359$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201018$938,359$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$938,359$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200918$838,359$204,827$25,603iApproximate average salary by contribution assumption: employee only about $640,084 at 4% or $426,723 at 6%; with 50% employer match about $426,723 at 4% or $284,482 at 6%; with 100% employer match about $320,042 at 4% or $213,361 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$838,359$204,827$25,603iApproximate average salary by contribution assumption: employee only about $640,084 at 4% or $426,723 at 6%; with 50% employer match about $426,723 at 4% or $284,482 at 6%; with 100% employer match about $320,042 at 4% or $213,361 at 6%.
200818$0$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8---
200718$0$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8---
200518$538,359$105,000$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-8$538,359$105,000$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
200417$433,359$105,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-7$433,359$105,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200316$0$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-6---
200215$0$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-5---
200116$0$0-
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-6---
199914$411,748$186,047$46,512iApproximate average salary by contribution assumption: employee only about $1,162,794 at 4% or $775,196 at 6%; with 50% employer match about $775,196 at 4% or $516,797 at 6%; with 100% employer match about $581,397 at 4% or $387,598 at 6%.
Jerold Sorensen, D.D.S. PC. Defined Benefit Pension Plan-4$411,748$186,047$46,512iApproximate average salary by contribution assumption: employee only about $1,162,794 at 4% or $775,196 at 6%; with 50% employer match about $775,196 at 4% or $516,797 at 6%; with 100% employer match about $581,397 at 4% or $387,598 at 6%.