Civic Intelligence

Richard a. Fitzloff, D.D.S. Inc.

Plan context: Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust

EIN 94-2946456 • San Mateo, CA • 15 filings • 3 plans

160 Bovet Road, Suite 307San Mateo, CA 94402
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,035,662

2022 Contributions

$17,500

Historical Graphs

Total Assets Over Time

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

$1,035,662$517,831$0199920152021YearValue
$1,035,662Latest year 2021

Participants Over Time

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

320199920152021YearValue
2Latest year 2021

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
202210$0$0-
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-0$0$0-
202112$1,035,662$0-
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$1,035,662$0-
202012$917,637$0-
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$917,637$0-
201912$845,047$0-
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$845,047$0-
201812$750,253$0-
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$750,253$0-
201712$835,370$0-
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$835,370$0-
201612$763,706$0-
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$763,706$0-
201512$736,300$0-
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$736,300$0-
201412$772,349$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$772,349$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
200412$453,751$20,200$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$453,751$20,200$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
200312$404,222$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-2$404,222$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200213$296,032$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-3$296,032$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200113$322,371$40,462$13,487iApproximate average salary by contribution assumption: employee only about $337,183 at 4% or $224,789 at 6%; with 50% employer match about $224,789 at 4% or $149,859 at 6%; with 100% employer match about $168,592 at 4% or $112,394 at 6%.
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-3$322,371$40,462$13,487iApproximate average salary by contribution assumption: employee only about $337,183 at 4% or $224,789 at 6%; with 50% employer match about $224,789 at 4% or $149,859 at 6%; with 100% employer match about $168,592 at 4% or $112,394 at 6%.
200013$282,587$24,624$8,208iApproximate average salary by contribution assumption: employee only about $205,200 at 4% or $136,800 at 6%; with 50% employer match about $136,800 at 4% or $91,200 at 6%; with 100% employer match about $102,600 at 4% or $68,400 at 6%.
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-3$282,587$24,624$8,208iApproximate average salary by contribution assumption: employee only about $205,200 at 4% or $136,800 at 6%; with 50% employer match about $136,800 at 4% or $91,200 at 6%; with 100% employer match about $102,600 at 4% or $68,400 at 6%.
199913$262,834$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Richard a. Fitzloff, D.D.S. Inc. Profit Sharing Plan and Trust-3$262,834$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.