Civic Intelligence

David M. Fong, D.D.S.

Plan context: David M. Fong, D.D.S. Profit Sharing 401(K) Plan

EIN 94-3007421 • Oakland, CA • 26 filings • 3 plans

1730 Franklin Street, Suite 302Oakland, CA 94612
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,554,592

2024 Contributions

$143,469

Historical Graphs

Total Assets Over Time

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

$3,981,940$1,990,970$0199920132023YearValue
$3,554,592Latest year 2023

Participants Over Time

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

1260199920112023YearValue
11Latest year 2023

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
202410$0$0-
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-0$0$0-
2023111$3,554,592$143,469$13,043iApproximate average salary by contribution assumption: employee only about $326,066 at 4% or $217,377 at 6%; with 50% employer match about $217,377 at 4% or $144,918 at 6%; with 100% employer match about $163,033 at 4% or $108,689 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-11$3,554,592$143,469$13,043iApproximate average salary by contribution assumption: employee only about $326,066 at 4% or $217,377 at 6%; with 50% employer match about $217,377 at 4% or $144,918 at 6%; with 100% employer match about $163,033 at 4% or $108,689 at 6%.
2022112$3,464,248$131,201$10,933iApproximate average salary by contribution assumption: employee only about $273,335 at 4% or $182,224 at 6%; with 50% employer match about $182,224 at 4% or $121,482 at 6%; with 100% employer match about $136,668 at 4% or $91,112 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-12$3,464,248$131,201$10,933iApproximate average salary by contribution assumption: employee only about $273,335 at 4% or $182,224 at 6%; with 50% employer match about $182,224 at 4% or $121,482 at 6%; with 100% employer match about $136,668 at 4% or $91,112 at 6%.
2021112$3,981,940$143,746$11,979iApproximate average salary by contribution assumption: employee only about $299,471 at 4% or $199,647 at 6%; with 50% employer match about $199,647 at 4% or $133,098 at 6%; with 100% employer match about $149,735 at 4% or $99,824 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-12$3,981,940$143,746$11,979iApproximate average salary by contribution assumption: employee only about $299,471 at 4% or $199,647 at 6%; with 50% employer match about $199,647 at 4% or $133,098 at 6%; with 100% employer match about $149,735 at 4% or $99,824 at 6%.
202019$3,478,186$118,313$13,146iApproximate average salary by contribution assumption: employee only about $328,647 at 4% or $219,098 at 6%; with 50% employer match about $219,098 at 4% or $146,065 at 6%; with 100% employer match about $164,324 at 4% or $109,549 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-9$3,478,186$118,313$13,146iApproximate average salary by contribution assumption: employee only about $328,647 at 4% or $219,098 at 6%; with 50% employer match about $219,098 at 4% or $146,065 at 6%; with 100% employer match about $164,324 at 4% or $109,549 at 6%.
201919$2,927,667$134,085$14,898iApproximate average salary by contribution assumption: employee only about $372,458 at 4% or $248,306 at 6%; with 50% employer match about $248,306 at 4% or $165,537 at 6%; with 100% employer match about $186,229 at 4% or $124,153 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-9$2,927,667$134,085$14,898iApproximate average salary by contribution assumption: employee only about $372,458 at 4% or $248,306 at 6%; with 50% employer match about $248,306 at 4% or $165,537 at 6%; with 100% employer match about $186,229 at 4% or $124,153 at 6%.
201819$2,471,831$124,995$13,888iApproximate average salary by contribution assumption: employee only about $347,208 at 4% or $231,472 at 6%; with 50% employer match about $231,472 at 4% or $154,315 at 6%; with 100% employer match about $173,604 at 4% or $115,736 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-9$2,471,831$124,995$13,888iApproximate average salary by contribution assumption: employee only about $347,208 at 4% or $231,472 at 6%; with 50% employer match about $231,472 at 4% or $154,315 at 6%; with 100% employer match about $173,604 at 4% or $115,736 at 6%.
201718$2,615,699$94,291$11,786iApproximate average salary by contribution assumption: employee only about $294,659 at 4% or $196,440 at 6%; with 50% employer match about $196,440 at 4% or $130,960 at 6%; with 100% employer match about $147,330 at 4% or $98,220 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-8$2,615,699$94,291$11,786iApproximate average salary by contribution assumption: employee only about $294,659 at 4% or $196,440 at 6%; with 50% employer match about $196,440 at 4% or $130,960 at 6%; with 100% employer match about $147,330 at 4% or $98,220 at 6%.
201617$2,225,227$84,428$12,061iApproximate average salary by contribution assumption: employee only about $301,529 at 4% or $201,019 at 6%; with 50% employer match about $201,019 at 4% or $134,013 at 6%; with 100% employer match about $150,764 at 4% or $100,510 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-7$2,225,227$84,428$12,061iApproximate average salary by contribution assumption: employee only about $301,529 at 4% or $201,019 at 6%; with 50% employer match about $201,019 at 4% or $134,013 at 6%; with 100% employer match about $150,764 at 4% or $100,510 at 6%.
201517$1,925,639$88,592$12,656iApproximate average salary by contribution assumption: employee only about $316,400 at 4% or $210,933 at 6%; with 50% employer match about $210,933 at 4% or $140,622 at 6%; with 100% employer match about $158,200 at 4% or $105,467 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-7$1,925,639$88,592$12,656iApproximate average salary by contribution assumption: employee only about $316,400 at 4% or $210,933 at 6%; with 50% employer match about $210,933 at 4% or $140,622 at 6%; with 100% employer match about $158,200 at 4% or $105,467 at 6%.
201417$1,892,109$77,990$11,141iApproximate average salary by contribution assumption: employee only about $278,536 at 4% or $185,690 at 6%; with 50% employer match about $185,690 at 4% or $123,794 at 6%; with 100% employer match about $139,268 at 4% or $92,845 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-7$1,892,109$77,990$11,141iApproximate average salary by contribution assumption: employee only about $278,536 at 4% or $185,690 at 6%; with 50% employer match about $185,690 at 4% or $123,794 at 6%; with 100% employer match about $139,268 at 4% or $92,845 at 6%.
201318$1,802,655$72,610$9,076iApproximate average salary by contribution assumption: employee only about $226,906 at 4% or $151,271 at 6%; with 50% employer match about $151,271 at 4% or $100,847 at 6%; with 100% employer match about $113,453 at 4% or $75,635 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-8$1,802,655$72,610$9,076iApproximate average salary by contribution assumption: employee only about $226,906 at 4% or $151,271 at 6%; with 50% employer match about $151,271 at 4% or $100,847 at 6%; with 100% employer match about $113,453 at 4% or $75,635 at 6%.
201217$1,427,930$70,953$10,136iApproximate average salary by contribution assumption: employee only about $253,404 at 4% or $168,936 at 6%; with 50% employer match about $168,936 at 4% or $112,624 at 6%; with 100% employer match about $126,702 at 4% or $84,468 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-7$1,427,930$70,953$10,136iApproximate average salary by contribution assumption: employee only about $253,404 at 4% or $168,936 at 6%; with 50% employer match about $168,936 at 4% or $112,624 at 6%; with 100% employer match about $126,702 at 4% or $84,468 at 6%.
201118$1,205,177$78,392$9,799iApproximate average salary by contribution assumption: employee only about $244,975 at 4% or $163,317 at 6%; with 50% employer match about $163,317 at 4% or $108,878 at 6%; with 100% employer match about $122,488 at 4% or $81,658 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-8$1,205,177$78,392$9,799iApproximate average salary by contribution assumption: employee only about $244,975 at 4% or $163,317 at 6%; with 50% employer match about $163,317 at 4% or $108,878 at 6%; with 100% employer match about $122,488 at 4% or $81,658 at 6%.
201018$1,196,810$60,842$7,605iApproximate average salary by contribution assumption: employee only about $190,131 at 4% or $126,754 at 6%; with 50% employer match about $126,754 at 4% or $84,503 at 6%; with 100% employer match about $95,066 at 4% or $63,377 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-8$1,196,810$60,842$7,605iApproximate average salary by contribution assumption: employee only about $190,131 at 4% or $126,754 at 6%; with 50% employer match about $126,754 at 4% or $84,503 at 6%; with 100% employer match about $95,066 at 4% or $63,377 at 6%.
200918$980,214$74,438$9,305iApproximate average salary by contribution assumption: employee only about $232,619 at 4% or $155,079 at 6%; with 50% employer match about $155,079 at 4% or $103,386 at 6%; with 100% employer match about $116,309 at 4% or $77,540 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-8$980,214$74,438$9,305iApproximate average salary by contribution assumption: employee only about $232,619 at 4% or $155,079 at 6%; with 50% employer match about $155,079 at 4% or $103,386 at 6%; with 100% employer match about $116,309 at 4% or $77,540 at 6%.
200817$0$0-
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-7---
200715$0$0-
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-5---
200615$875,002$58,211$11,642iApproximate average salary by contribution assumption: employee only about $291,055 at 4% or $194,037 at 6%; with 50% employer match about $194,037 at 4% or $129,358 at 6%; with 100% employer match about $145,528 at 4% or $97,018 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-5$875,002$58,211$11,642iApproximate average salary by contribution assumption: employee only about $291,055 at 4% or $194,037 at 6%; with 50% employer match about $194,037 at 4% or $129,358 at 6%; with 100% employer match about $145,528 at 4% or $97,018 at 6%.
200516$700,533$53,268$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-6$700,533$53,268$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.
200415$600,611$24,156$4,831iApproximate average salary by contribution assumption: employee only about $120,780 at 4% or $80,520 at 6%; with 50% employer match about $80,520 at 4% or $53,680 at 6%; with 100% employer match about $60,390 at 4% or $40,260 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-5$600,611$24,156$4,831iApproximate average salary by contribution assumption: employee only about $120,780 at 4% or $80,520 at 6%; with 50% employer match about $80,520 at 4% or $53,680 at 6%; with 100% employer match about $60,390 at 4% or $40,260 at 6%.
200313$515,744$15,476$5,159iApproximate average salary by contribution assumption: employee only about $128,967 at 4% or $85,978 at 6%; with 50% employer match about $85,978 at 4% or $57,319 at 6%; with 100% employer match about $64,483 at 4% or $42,989 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-3$515,744$15,476$5,159iApproximate average salary by contribution assumption: employee only about $128,967 at 4% or $85,978 at 6%; with 50% employer match about $85,978 at 4% or $57,319 at 6%; with 100% employer match about $64,483 at 4% or $42,989 at 6%.
200214$303,796$28,341$7,085iApproximate average salary by contribution assumption: employee only about $177,131 at 4% or $118,088 at 6%; with 50% employer match about $118,088 at 4% or $78,725 at 6%; with 100% employer match about $88,566 at 4% or $59,044 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-4$303,796$28,341$7,085iApproximate average salary by contribution assumption: employee only about $177,131 at 4% or $118,088 at 6%; with 50% employer match about $118,088 at 4% or $78,725 at 6%; with 100% employer match about $88,566 at 4% or $59,044 at 6%.
200114$0$0-
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-4---
200013$287,016$30,802$10,267iApproximate average salary by contribution assumption: employee only about $256,683 at 4% or $171,122 at 6%; with 50% employer match about $171,122 at 4% or $114,081 at 6%; with 100% employer match about $128,342 at 4% or $85,561 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-3$287,016$30,802$10,267iApproximate average salary by contribution assumption: employee only about $256,683 at 4% or $171,122 at 6%; with 50% employer match about $171,122 at 4% or $114,081 at 6%; with 100% employer match about $128,342 at 4% or $85,561 at 6%.
199914$293,743$33,837$8,459iApproximate average salary by contribution assumption: employee only about $211,481 at 4% or $140,988 at 6%; with 50% employer match about $140,988 at 4% or $93,992 at 6%; with 100% employer match about $105,741 at 4% or $70,494 at 6%.
David M. Fong, D.D.S. Profit Sharing 401(K) Plan-4$293,743$33,837$8,459iApproximate average salary by contribution assumption: employee only about $211,481 at 4% or $140,988 at 6%; with 50% employer match about $140,988 at 4% or $93,992 at 6%; with 100% employer match about $105,741 at 4% or $70,494 at 6%.