Civic Intelligence

Lynn K. Zwahlen, D.D.S.

Plan context: Lynn K. Zwahlen, D.D.S. Cash Balance Plan

EIN 94-2837013 • Modesto, CA • 27 filings • 3 plans

201 East Orangeburg, Suite CModesto, CA 95350
Current Snapshot

Latest Year

2016

2016 Participants

18

2016 Assets

$2,294,038

2016 Contributions

$227,062

Historical Graphs

Total Assets Over Time

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

$2,294,038$1,147,019$0199920072015YearValue
$2,294,038Latest year 2015

Participants Over Time

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

1890199920072015YearValue
18Latest year 2015

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
201610$0$0-
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-0$0$0-
2015218$2,294,038$227,062$12,615iApproximate average salary by contribution assumption: employee only about $315,364 at 4% or $210,243 at 6%; with 50% employer match about $210,243 at 4% or $140,162 at 6%; with 100% employer match about $157,682 at 4% or $105,121 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-14$1,180,231$198,319$14,166iApproximate average salary by contribution assumption: employee only about $354,141 at 4% or $236,094 at 6%; with 50% employer match about $236,094 at 4% or $157,396 at 6%; with 100% employer match about $177,071 at 4% or $118,047 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-18$1,113,807$28,743$1,597iApproximate average salary by contribution assumption: employee only about $39,921 at 4% or $26,614 at 6%; with 50% employer match about $26,614 at 4% or $17,743 at 6%; with 100% employer match about $19,960 at 4% or $13,307 at 6%.
2014218$2,204,830$126,323$7,018iApproximate average salary by contribution assumption: employee only about $175,449 at 4% or $116,966 at 6%; with 50% employer match about $116,966 at 4% or $77,977 at 6%; with 100% employer match about $87,724 at 4% or $58,483 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-18$1,145,896$30,809$1,712iApproximate average salary by contribution assumption: employee only about $42,790 at 4% or $28,527 at 6%; with 50% employer match about $28,527 at 4% or $19,018 at 6%; with 100% employer match about $21,395 at 4% or $14,263 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-15$1,058,934$95,514$6,368iApproximate average salary by contribution assumption: employee only about $159,190 at 4% or $106,127 at 6%; with 50% employer match about $106,127 at 4% or $70,751 at 6%; with 100% employer match about $79,595 at 4% or $53,063 at 6%.
2013216$2,032,803$126,021$7,876iApproximate average salary by contribution assumption: employee only about $196,908 at 4% or $131,272 at 6%; with 50% employer match about $131,272 at 4% or $87,515 at 6%; with 100% employer match about $98,454 at 4% or $65,636 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-16$1,086,480$33,235$2,077iApproximate average salary by contribution assumption: employee only about $51,930 at 4% or $34,620 at 6%; with 50% employer match about $34,620 at 4% or $23,080 at 6%; with 100% employer match about $25,965 at 4% or $17,310 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-12$946,323$92,786$7,732iApproximate average salary by contribution assumption: employee only about $193,304 at 4% or $128,869 at 6%; with 50% employer match about $128,869 at 4% or $85,913 at 6%; with 100% employer match about $96,652 at 4% or $64,435 at 6%.
2012217$1,793,020$161,143$9,479iApproximate average salary by contribution assumption: employee only about $236,975 at 4% or $157,983 at 6%; with 50% employer match about $157,983 at 4% or $105,322 at 6%; with 100% employer match about $118,488 at 4% or $78,992 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-17$972,028$39,261$2,309iApproximate average salary by contribution assumption: employee only about $57,737 at 4% or $38,491 at 6%; with 50% employer match about $38,491 at 4% or $25,661 at 6%; with 100% employer match about $28,868 at 4% or $19,246 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-13$820,992$121,882$9,376iApproximate average salary by contribution assumption: employee only about $234,388 at 4% or $156,259 at 6%; with 50% employer match about $156,259 at 4% or $104,173 at 6%; with 100% employer match about $117,194 at 4% or $78,129 at 6%.
2011217$1,511,350$181,371$10,669iApproximate average salary by contribution assumption: employee only about $266,722 at 4% or $177,815 at 6%; with 50% employer match about $177,815 at 4% or $118,543 at 6%; with 100% employer match about $133,361 at 4% or $88,907 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-17$858,550$43,563$2,563iApproximate average salary by contribution assumption: employee only about $64,063 at 4% or $42,709 at 6%; with 50% employer match about $42,709 at 4% or $28,473 at 6%; with 100% employer match about $32,032 at 4% or $21,354 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-14$652,800$137,808$9,843iApproximate average salary by contribution assumption: employee only about $246,086 at 4% or $164,057 at 6%; with 50% employer match about $164,057 at 4% or $109,371 at 6%; with 100% employer match about $123,043 at 4% or $82,029 at 6%.
2010214$1,341,761$137,209$9,801iApproximate average salary by contribution assumption: employee only about $245,016 at 4% or $163,344 at 6%; with 50% employer match about $163,344 at 4% or $108,896 at 6%; with 100% employer match about $122,508 at 4% or $81,672 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-14$818,441$28,177$2,013iApproximate average salary by contribution assumption: employee only about $50,316 at 4% or $33,544 at 6%; with 50% employer match about $33,544 at 4% or $22,363 at 6%; with 100% employer match about $25,158 at 4% or $16,772 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-14$523,320$109,032$7,788iApproximate average salary by contribution assumption: employee only about $194,700 at 4% or $129,800 at 6%; with 50% employer match about $129,800 at 4% or $86,533 at 6%; with 100% employer match about $97,350 at 4% or $64,900 at 6%.
2009213$1,146,644$166,566$12,813iApproximate average salary by contribution assumption: employee only about $320,319 at 4% or $213,546 at 6%; with 50% employer match about $213,546 at 4% or $142,364 at 6%; with 100% employer match about $160,160 at 4% or $106,773 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-13$757,845$51,202$3,939iApproximate average salary by contribution assumption: employee only about $98,465 at 4% or $65,644 at 6%; with 50% employer match about $65,644 at 4% or $43,762 at 6%; with 100% employer match about $49,233 at 4% or $32,822 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-9$388,799$115,364$12,818iApproximate average salary by contribution assumption: employee only about $320,456 at 4% or $213,637 at 6%; with 50% employer match about $213,637 at 4% or $142,425 at 6%; with 100% employer match about $160,228 at 4% or $106,819 at 6%.
2008214$815,264$187,496$13,393iApproximate average salary by contribution assumption: employee only about $334,814 at 4% or $223,210 at 6%; with 50% employer match about $223,210 at 4% or $148,806 at 6%; with 100% employer match about $167,407 at 4% or $111,605 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-14$600,571$60,496$4,321iApproximate average salary by contribution assumption: employee only about $108,029 at 4% or $72,019 at 6%; with 50% employer match about $72,019 at 4% or $48,013 at 6%; with 100% employer match about $54,014 at 4% or $36,010 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-11$214,693$127,000$11,545iApproximate average salary by contribution assumption: employee only about $288,636 at 4% or $192,424 at 6%; with 50% employer match about $192,424 at 4% or $128,283 at 6%; with 100% employer match about $144,318 at 4% or $96,212 at 6%.
2007215$910,113$168,255$11,217iApproximate average salary by contribution assumption: employee only about $280,425 at 4% or $186,950 at 6%; with 50% employer match about $186,950 at 4% or $124,633 at 6%; with 100% employer match about $140,213 at 4% or $93,475 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-15$799,113$57,255$3,817iApproximate average salary by contribution assumption: employee only about $95,425 at 4% or $63,617 at 6%; with 50% employer match about $63,617 at 4% or $42,411 at 6%; with 100% employer match about $47,713 at 4% or $31,808 at 6%.
Lynn K. Zwahlen, D.D.S. Cash Balance Plan-7$111,000$111,000$15,857iApproximate average salary by contribution assumption: employee only about $396,429 at 4% or $264,286 at 6%; with 50% employer match about $264,286 at 4% or $176,190 at 6%; with 100% employer match about $198,214 at 4% or $132,143 at 6%.
2006113$688,450$88,658$6,820iApproximate average salary by contribution assumption: employee only about $170,496 at 4% or $113,664 at 6%; with 50% employer match about $113,664 at 4% or $75,776 at 6%; with 100% employer match about $85,248 at 4% or $56,832 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-13$688,450$88,658$6,820iApproximate average salary by contribution assumption: employee only about $170,496 at 4% or $113,664 at 6%; with 50% employer match about $113,664 at 4% or $75,776 at 6%; with 100% employer match about $85,248 at 4% or $56,832 at 6%.
2005113$559,991$105,394$8,107iApproximate average salary by contribution assumption: employee only about $202,681 at 4% or $135,121 at 6%; with 50% employer match about $135,121 at 4% or $90,080 at 6%; with 100% employer match about $101,340 at 4% or $67,560 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-13$559,991$105,394$8,107iApproximate average salary by contribution assumption: employee only about $202,681 at 4% or $135,121 at 6%; with 50% employer match about $135,121 at 4% or $90,080 at 6%; with 100% employer match about $101,340 at 4% or $67,560 at 6%.
2004113$410,735$100,845$7,757iApproximate average salary by contribution assumption: employee only about $193,933 at 4% or $129,288 at 6%; with 50% employer match about $129,288 at 4% or $86,192 at 6%; with 100% employer match about $96,966 at 4% or $64,644 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-13$410,735$100,845$7,757iApproximate average salary by contribution assumption: employee only about $193,933 at 4% or $129,288 at 6%; with 50% employer match about $129,288 at 4% or $86,192 at 6%; with 100% employer match about $96,966 at 4% or $64,644 at 6%.
2003112$284,278$68,951$5,746iApproximate average salary by contribution assumption: employee only about $143,648 at 4% or $95,765 at 6%; with 50% employer match about $95,765 at 4% or $63,844 at 6%; with 100% employer match about $71,824 at 4% or $47,883 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-12$284,278$68,951$5,746iApproximate average salary by contribution assumption: employee only about $143,648 at 4% or $95,765 at 6%; with 50% employer match about $95,765 at 4% or $63,844 at 6%; with 100% employer match about $71,824 at 4% or $47,883 at 6%.
200217$161,490$79,202$11,315iApproximate average salary by contribution assumption: employee only about $282,864 at 4% or $188,576 at 6%; with 50% employer match about $188,576 at 4% or $125,717 at 6%; with 100% employer match about $141,432 at 4% or $94,288 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-7$161,490$79,202$11,315iApproximate average salary by contribution assumption: employee only about $282,864 at 4% or $188,576 at 6%; with 50% employer match about $188,576 at 4% or $125,717 at 6%; with 100% employer match about $141,432 at 4% or $94,288 at 6%.
200118$128,948$56,142$7,018iApproximate average salary by contribution assumption: employee only about $175,444 at 4% or $116,963 at 6%; with 50% employer match about $116,963 at 4% or $77,975 at 6%; with 100% employer match about $87,722 at 4% or $58,481 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-8$128,948$56,142$7,018iApproximate average salary by contribution assumption: employee only about $175,444 at 4% or $116,963 at 6%; with 50% employer match about $116,963 at 4% or $77,975 at 6%; with 100% employer match about $87,722 at 4% or $58,481 at 6%.
200017$93,850$55,031$7,862iApproximate average salary by contribution assumption: employee only about $196,539 at 4% or $131,026 at 6%; with 50% employer match about $131,026 at 4% or $87,351 at 6%; with 100% employer match about $98,270 at 4% or $65,513 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-7$93,850$55,031$7,862iApproximate average salary by contribution assumption: employee only about $196,539 at 4% or $131,026 at 6%; with 50% employer match about $131,026 at 4% or $87,351 at 6%; with 100% employer match about $98,270 at 4% or $65,513 at 6%.
199919$53,173$52,073$5,786iApproximate average salary by contribution assumption: employee only about $144,647 at 4% or $96,431 at 6%; with 50% employer match about $96,431 at 4% or $64,288 at 6%; with 100% employer match about $72,324 at 4% or $48,216 at 6%.
Lynn K. Zwahlen, D.D.S. 401K Profit Sharing Plan-9$53,173$52,073$5,786iApproximate average salary by contribution assumption: employee only about $144,647 at 4% or $96,431 at 6%; with 50% employer match about $96,431 at 4% or $64,288 at 6%; with 100% employer match about $72,324 at 4% or $48,216 at 6%.