Assad Mora, D.D.S.
Plan context: Assad Mora, D.D.S. 401(K) Profit Sharing Plan
EIN 94-2889309 • Santa Barbara, CA • 30 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$7,951,717
2025 Contributions
$19,454
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $7,951,717 | $19,454 | $3,242iApproximate average salary by contribution assumption: employee only about $81,058 at 4% or $54,039 at 6%; with 50% employer match about $54,039 at 4% or $36,026 at 6%; with 100% employer match about $40,529 at 4% or $27,019 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $7,951,717 | $19,454 | $3,242iApproximate average salary by contribution assumption: employee only about $81,058 at 4% or $54,039 at 6%; with 50% employer match about $54,039 at 4% or $36,026 at 6%; with 100% employer match about $40,529 at 4% or $27,019 at 6%. |
| 2024 | 1 | 7 | $7,806,572 | $18,162 | $2,595iApproximate average salary by contribution assumption: employee only about $64,864 at 4% or $43,243 at 6%; with 50% employer match about $43,243 at 4% or $28,829 at 6%; with 100% employer match about $32,432 at 4% or $21,621 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 7 | $7,806,572 | $18,162 | $2,595iApproximate average salary by contribution assumption: employee only about $64,864 at 4% or $43,243 at 6%; with 50% employer match about $43,243 at 4% or $28,829 at 6%; with 100% employer match about $32,432 at 4% or $21,621 at 6%. |
| 2023 | 1 | 7 | $4,977,718 | $18,834 | $2,691iApproximate average salary by contribution assumption: employee only about $67,264 at 4% or $44,843 at 6%; with 50% employer match about $44,843 at 4% or $29,895 at 6%; with 100% employer match about $33,632 at 4% or $22,421 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 7 | $4,977,718 | $18,834 | $2,691iApproximate average salary by contribution assumption: employee only about $67,264 at 4% or $44,843 at 6%; with 50% employer match about $44,843 at 4% or $29,895 at 6%; with 100% employer match about $33,632 at 4% or $22,421 at 6%. |
| 2022 | 1 | 7 | $3,300,422 | $20,133 | $2,876iApproximate average salary by contribution assumption: employee only about $71,904 at 4% or $47,936 at 6%; with 50% employer match about $47,936 at 4% or $31,957 at 6%; with 100% employer match about $35,952 at 4% or $23,968 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 7 | $3,300,422 | $20,133 | $2,876iApproximate average salary by contribution assumption: employee only about $71,904 at 4% or $47,936 at 6%; with 50% employer match about $47,936 at 4% or $31,957 at 6%; with 100% employer match about $35,952 at 4% or $23,968 at 6%. |
| 2021 | 1 | 7 | $8,488,656 | $21,139 | $3,020iApproximate average salary by contribution assumption: employee only about $75,496 at 4% or $50,331 at 6%; with 50% employer match about $50,331 at 4% or $33,554 at 6%; with 100% employer match about $37,748 at 4% or $25,165 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 7 | $8,488,656 | $21,139 | $3,020iApproximate average salary by contribution assumption: employee only about $75,496 at 4% or $50,331 at 6%; with 50% employer match about $50,331 at 4% or $33,554 at 6%; with 100% employer match about $37,748 at 4% or $25,165 at 6%. |
| 2020 | 2 | 8 | $5,869,429 | $30,903 | $3,863iApproximate average salary by contribution assumption: employee only about $96,572 at 4% or $64,381 at 6%; with 50% employer match about $64,381 at 4% or $42,921 at 6%; with 100% employer match about $48,286 at 4% or $32,191 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 8 | $5,869,429 | $30,903 | $3,863iApproximate average salary by contribution assumption: employee only about $96,572 at 4% or $64,381 at 6%; with 50% employer match about $64,381 at 4% or $42,921 at 6%; with 100% employer match about $48,286 at 4% or $32,191 at 6%. |
| ASSAD MORA, D.D.S. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2019 | 2 | 8 | $3,852,173 | $53,382 | $6,673iApproximate average salary by contribution assumption: employee only about $166,819 at 4% or $111,213 at 6%; with 50% employer match about $111,213 at 4% or $74,142 at 6%; with 100% employer match about $83,409 at 4% or $55,606 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 8 | $3,493,831 | $53,382 | $6,673iApproximate average salary by contribution assumption: employee only about $166,819 at 4% or $111,213 at 6%; with 50% employer match about $111,213 at 4% or $74,142 at 6%; with 100% employer match about $83,409 at 4% or $55,606 at 6%. |
| ASSAD MORA, D.D.S. CASH BALANCE PLAN | - | 4 | $358,342 | - | - |
| 2018 | 2 | 8 | $2,231,686 | $148,456 | $18,557iApproximate average salary by contribution assumption: employee only about $463,925 at 4% or $309,283 at 6%; with 50% employer match about $309,283 at 4% or $206,189 at 6%; with 100% employer match about $231,963 at 4% or $154,642 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 8 | $1,931,598 | $38,841 | $4,855iApproximate average salary by contribution assumption: employee only about $121,378 at 4% or $80,919 at 6%; with 50% employer match about $80,919 at 4% or $53,946 at 6%; with 100% employer match about $60,689 at 4% or $40,459 at 6%. |
| ASSAD MORA, D.D.S. CASH BALANCE PLAN | - | 4 | $300,088 | $109,615 | $27,404iApproximate average salary by contribution assumption: employee only about $685,094 at 4% or $456,729 at 6%; with 50% employer match about $456,729 at 4% or $304,486 at 6%; with 100% employer match about $342,547 at 4% or $228,365 at 6%. |
| 2017 | 2 | 6 | $2,215,523 | $105,798 | $17,633iApproximate average salary by contribution assumption: employee only about $440,825 at 4% or $293,883 at 6%; with 50% employer match about $293,883 at 4% or $195,922 at 6%; with 100% employer match about $220,413 at 4% or $146,942 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $2,008,865 | $25,308 | $4,218iApproximate average salary by contribution assumption: employee only about $105,450 at 4% or $70,300 at 6%; with 50% employer match about $70,300 at 4% or $46,867 at 6%; with 100% employer match about $52,725 at 4% or $35,150 at 6%. |
| ASSAD MORA, D.D.S. CASH BALANCE PLAN | - | 4 | $206,658 | $80,490 | $20,123iApproximate average salary by contribution assumption: employee only about $503,063 at 4% or $335,375 at 6%; with 50% employer match about $335,375 at 4% or $223,583 at 6%; with 100% employer match about $251,531 at 4% or $167,688 at 6%. |
| 2016 | 2 | 6 | $1,577,461 | $138,583 | $23,097iApproximate average salary by contribution assumption: employee only about $577,429 at 4% or $384,953 at 6%; with 50% employer match about $384,953 at 4% or $256,635 at 6%; with 100% employer match about $288,715 at 4% or $192,476 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $1,460,430 | $21,552 | $3,592iApproximate average salary by contribution assumption: employee only about $89,800 at 4% or $59,867 at 6%; with 50% employer match about $59,867 at 4% or $39,911 at 6%; with 100% employer match about $44,900 at 4% or $29,933 at 6%. |
| ASSAD MORA, D.D.S. CASH BALANCE PLAN | - | 4 | $117,031 | $117,031 | $29,258iApproximate average salary by contribution assumption: employee only about $731,444 at 4% or $487,629 at 6%; with 50% employer match about $487,629 at 4% or $325,086 at 6%; with 100% employer match about $365,722 at 4% or $243,815 at 6%. |
| 2015 | 1 | 6 | $1,190,905 | $42,432 | $7,072iApproximate average salary by contribution assumption: employee only about $176,800 at 4% or $117,867 at 6%; with 50% employer match about $117,867 at 4% or $78,578 at 6%; with 100% employer match about $88,400 at 4% or $58,933 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $1,190,905 | $42,432 | $7,072iApproximate average salary by contribution assumption: employee only about $176,800 at 4% or $117,867 at 6%; with 50% employer match about $117,867 at 4% or $78,578 at 6%; with 100% employer match about $88,400 at 4% or $58,933 at 6%. |
| 2014 | 1 | 6 | $1,575,447 | $6,464 | $1,077iApproximate average salary by contribution assumption: employee only about $26,933 at 4% or $17,956 at 6%; with 50% employer match about $17,956 at 4% or $11,970 at 6%; with 100% employer match about $13,467 at 4% or $8,978 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $1,575,447 | $6,464 | $1,077iApproximate average salary by contribution assumption: employee only about $26,933 at 4% or $17,956 at 6%; with 50% employer match about $17,956 at 4% or $11,970 at 6%; with 100% employer match about $13,467 at 4% or $8,978 at 6%. |
| 2013 | 1 | 6 | $1,326,309 | $23,556 | $3,926iApproximate average salary by contribution assumption: employee only about $98,150 at 4% or $65,433 at 6%; with 50% employer match about $65,433 at 4% or $43,622 at 6%; with 100% employer match about $49,075 at 4% or $32,717 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $1,326,309 | $23,556 | $3,926iApproximate average salary by contribution assumption: employee only about $98,150 at 4% or $65,433 at 6%; with 50% employer match about $65,433 at 4% or $43,622 at 6%; with 100% employer match about $49,075 at 4% or $32,717 at 6%. |
| 2012 | 1 | 6 | $1,322,876 | $38,634 | $6,439iApproximate average salary by contribution assumption: employee only about $160,975 at 4% or $107,317 at 6%; with 50% employer match about $107,317 at 4% or $71,544 at 6%; with 100% employer match about $80,488 at 4% or $53,658 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $1,322,876 | $38,634 | $6,439iApproximate average salary by contribution assumption: employee only about $160,975 at 4% or $107,317 at 6%; with 50% employer match about $107,317 at 4% or $71,544 at 6%; with 100% employer match about $80,488 at 4% or $53,658 at 6%. |
| 2011 | 1 | 6 | $1,622,380 | $7,656 | $1,276iApproximate average salary by contribution assumption: employee only about $31,900 at 4% or $21,267 at 6%; with 50% employer match about $21,267 at 4% or $14,178 at 6%; with 100% employer match about $15,950 at 4% or $10,633 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $1,622,380 | $7,656 | $1,276iApproximate average salary by contribution assumption: employee only about $31,900 at 4% or $21,267 at 6%; with 50% employer match about $21,267 at 4% or $14,178 at 6%; with 100% employer match about $15,950 at 4% or $10,633 at 6%. |
| 2009 | 1 | 6 | $1,309,296 | $14,401 | $2,400iApproximate average salary by contribution assumption: employee only about $60,004 at 4% or $40,003 at 6%; with 50% employer match about $40,003 at 4% or $26,669 at 6%; with 100% employer match about $30,002 at 4% or $20,001 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $1,309,296 | $14,401 | $2,400iApproximate average salary by contribution assumption: employee only about $60,004 at 4% or $40,003 at 6%; with 50% employer match about $40,003 at 4% or $26,669 at 6%; with 100% employer match about $30,002 at 4% or $20,001 at 6%. |
| 2008 | 1 | 6 | $617,280 | $16,176 | $2,696iApproximate average salary by contribution assumption: employee only about $67,400 at 4% or $44,933 at 6%; with 50% employer match about $44,933 at 4% or $29,956 at 6%; with 100% employer match about $33,700 at 4% or $22,467 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $617,280 | $16,176 | $2,696iApproximate average salary by contribution assumption: employee only about $67,400 at 4% or $44,933 at 6%; with 50% employer match about $44,933 at 4% or $29,956 at 6%; with 100% employer match about $33,700 at 4% or $22,467 at 6%. |
| 2007 | 1 | 6 | $1,232,130 | $22,173 | $3,696iApproximate average salary by contribution assumption: employee only about $92,388 at 4% or $61,592 at 6%; with 50% employer match about $61,592 at 4% or $41,061 at 6%; with 100% employer match about $46,194 at 4% or $30,796 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 6 | $1,232,130 | $22,173 | $3,696iApproximate average salary by contribution assumption: employee only about $92,388 at 4% or $61,592 at 6%; with 50% employer match about $61,592 at 4% or $41,061 at 6%; with 100% employer match about $46,194 at 4% or $30,796 at 6%. |
| 2006 | 1 | 5 | $764,032 | $10,146 | $2,029iApproximate average salary by contribution assumption: employee only about $50,730 at 4% or $33,820 at 6%; with 50% employer match about $33,820 at 4% or $22,547 at 6%; with 100% employer match about $25,365 at 4% or $16,910 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 5 | $764,032 | $10,146 | $2,029iApproximate average salary by contribution assumption: employee only about $50,730 at 4% or $33,820 at 6%; with 50% employer match about $33,820 at 4% or $22,547 at 6%; with 100% employer match about $25,365 at 4% or $16,910 at 6%. |
| 2005 | 1 | 5 | $660,669 | $101,934 | $20,387iApproximate average salary by contribution assumption: employee only about $509,670 at 4% or $339,780 at 6%; with 50% employer match about $339,780 at 4% or $226,520 at 6%; with 100% employer match about $254,835 at 4% or $169,890 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 5 | $660,669 | $101,934 | $20,387iApproximate average salary by contribution assumption: employee only about $509,670 at 4% or $339,780 at 6%; with 50% employer match about $339,780 at 4% or $226,520 at 6%; with 100% employer match about $254,835 at 4% or $169,890 at 6%. |
| 2004 | 1 | 5 | $468,248 | $71,944 | $14,389iApproximate average salary by contribution assumption: employee only about $359,720 at 4% or $239,813 at 6%; with 50% employer match about $239,813 at 4% or $159,876 at 6%; with 100% employer match about $179,860 at 4% or $119,907 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 5 | $468,248 | $71,944 | $14,389iApproximate average salary by contribution assumption: employee only about $359,720 at 4% or $239,813 at 6%; with 50% employer match about $239,813 at 4% or $159,876 at 6%; with 100% employer match about $179,860 at 4% or $119,907 at 6%. |
| 2003 | 1 | 4 | $368,166 | $80,267 | $20,067iApproximate average salary by contribution assumption: employee only about $501,669 at 4% or $334,446 at 6%; with 50% employer match about $334,446 at 4% or $222,964 at 6%; with 100% employer match about $250,834 at 4% or $167,223 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 4 | $368,166 | $80,267 | $20,067iApproximate average salary by contribution assumption: employee only about $501,669 at 4% or $334,446 at 6%; with 50% employer match about $334,446 at 4% or $222,964 at 6%; with 100% employer match about $250,834 at 4% or $167,223 at 6%. |
| 2002 | 1 | 4 | $260,576 | $96,175 | $24,044iApproximate average salary by contribution assumption: employee only about $601,094 at 4% or $400,729 at 6%; with 50% employer match about $400,729 at 4% or $267,153 at 6%; with 100% employer match about $300,547 at 4% or $200,365 at 6%. |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 4 | $260,576 | $96,175 | $24,044iApproximate average salary by contribution assumption: employee only about $601,094 at 4% or $400,729 at 6%; with 50% employer match about $400,729 at 4% or $267,153 at 6%; with 100% employer match about $300,547 at 4% or $200,365 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Assad Mora, D.D.S. 401(K) Profit Sharing Plan | - | 4 | - | - | - |