James Patterson, D.D.S.
Plan context: James Patterson, D.D.S. Profit Sharing Plan
EIN 94-3158104 • Fremont, CA • 51 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,782,439
2024 Contributions
$87,045
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $2,782,439 | $87,045 | $5,803iApproximate average salary by contribution assumption: employee only about $145,075 at 4% or $96,717 at 6%; with 50% employer match about $96,717 at 4% or $64,478 at 6%; with 100% employer match about $72,538 at 4% or $48,358 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 15 | $2,782,439 | $87,045 | $5,803iApproximate average salary by contribution assumption: employee only about $145,075 at 4% or $96,717 at 6%; with 50% employer match about $96,717 at 4% or $64,478 at 6%; with 100% employer match about $72,538 at 4% or $48,358 at 6%. |
| 2023 | 1 | 16 | $2,459,523 | $114,077 | $7,130iApproximate average salary by contribution assumption: employee only about $178,245 at 4% or $118,830 at 6%; with 50% employer match about $118,830 at 4% or $79,220 at 6%; with 100% employer match about $89,123 at 4% or $59,415 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 16 | $2,459,523 | $114,077 | $7,130iApproximate average salary by contribution assumption: employee only about $178,245 at 4% or $118,830 at 6%; with 50% employer match about $118,830 at 4% or $79,220 at 6%; with 100% employer match about $89,123 at 4% or $59,415 at 6%. |
| 2022 | 1 | 16 | $2,055,501 | $170,310 | $10,644iApproximate average salary by contribution assumption: employee only about $266,109 at 4% or $177,406 at 6%; with 50% employer match about $177,406 at 4% or $118,271 at 6%; with 100% employer match about $133,055 at 4% or $88,703 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 16 | $2,055,501 | $170,310 | $10,644iApproximate average salary by contribution assumption: employee only about $266,109 at 4% or $177,406 at 6%; with 50% employer match about $177,406 at 4% or $118,271 at 6%; with 100% employer match about $133,055 at 4% or $88,703 at 6%. |
| 2021 | 1 | 15 | $2,227,747 | $178,778 | $11,919iApproximate average salary by contribution assumption: employee only about $297,963 at 4% or $198,642 at 6%; with 50% employer match about $198,642 at 4% or $132,428 at 6%; with 100% employer match about $148,982 at 4% or $99,321 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 15 | $2,227,747 | $178,778 | $11,919iApproximate average salary by contribution assumption: employee only about $297,963 at 4% or $198,642 at 6%; with 50% employer match about $198,642 at 4% or $132,428 at 6%; with 100% employer match about $148,982 at 4% or $99,321 at 6%. |
| 2020 | 1 | 15 | $2,288,461 | $152,305 | $10,154iApproximate average salary by contribution assumption: employee only about $253,842 at 4% or $169,228 at 6%; with 50% employer match about $169,228 at 4% or $112,819 at 6%; with 100% employer match about $126,921 at 4% or $84,614 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 15 | $2,288,461 | $152,305 | $10,154iApproximate average salary by contribution assumption: employee only about $253,842 at 4% or $169,228 at 6%; with 50% employer match about $169,228 at 4% or $112,819 at 6%; with 100% employer match about $126,921 at 4% or $84,614 at 6%. |
| 2019 | 2 | 14 | $1,878,915 | $173,340 | $12,381iApproximate average salary by contribution assumption: employee only about $309,536 at 4% or $206,357 at 6%; with 50% employer match about $206,357 at 4% or $137,571 at 6%; with 100% employer match about $154,768 at 4% or $103,179 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 14 | $1,878,915 | $173,340 | $12,381iApproximate average salary by contribution assumption: employee only about $309,536 at 4% or $206,357 at 6%; with 50% employer match about $206,357 at 4% or $137,571 at 6%; with 100% employer match about $154,768 at 4% or $103,179 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 0 | $0 | $0 | - |
| 2018 | 3 | 15 | $1,545,085 | $124,905 | $8,327iApproximate average salary by contribution assumption: employee only about $208,175 at 4% or $138,783 at 6%; with 50% employer match about $138,783 at 4% or $92,522 at 6%; with 100% employer match about $104,088 at 4% or $69,392 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 9 | $817,504 | $71,392 | $7,932iApproximate average salary by contribution assumption: employee only about $198,311 at 4% or $132,207 at 6%; with 50% employer match about $132,207 at 4% or $88,138 at 6%; with 100% employer match about $99,156 at 4% or $66,104 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 15 | $727,581 | $53,513 | $3,568iApproximate average salary by contribution assumption: employee only about $89,188 at 4% or $59,459 at 6%; with 50% employer match about $59,459 at 4% or $39,639 at 6%; with 100% employer match about $44,594 at 4% or $29,729 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 0 | $0 | $0 | - |
| 2017 | 3 | 14 | $3,636,798 | $185,679 | $13,263iApproximate average salary by contribution assumption: employee only about $331,570 at 4% or $221,046 at 6%; with 50% employer match about $221,046 at 4% or $147,364 at 6%; with 100% employer match about $165,785 at 4% or $110,523 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 9 | $1,839,504 | $77,702 | $8,634iApproximate average salary by contribution assumption: employee only about $215,839 at 4% or $143,893 at 6%; with 50% employer match about $143,893 at 4% or $95,928 at 6%; with 100% employer match about $107,919 at 4% or $71,946 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 14 | $984,624 | $107,977 | $7,713iApproximate average salary by contribution assumption: employee only about $192,816 at 4% or $128,544 at 6%; with 50% employer match about $128,544 at 4% or $85,696 at 6%; with 100% employer match about $96,408 at 4% or $64,272 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 11 | $812,670 | $0 | - |
| 2016 | 3 | 15 | $3,209,278 | $222,415 | $14,828iApproximate average salary by contribution assumption: employee only about $370,692 at 4% or $247,128 at 6%; with 50% employer match about $247,128 at 4% or $164,752 at 6%; with 100% employer match about $185,346 at 4% or $123,564 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 10 | $1,621,366 | $77,852 | $7,785iApproximate average salary by contribution assumption: employee only about $194,630 at 4% or $129,753 at 6%; with 50% employer match about $129,753 at 4% or $86,502 at 6%; with 100% employer match about $97,315 at 4% or $64,877 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 15 | $818,587 | $93,948 | $6,263iApproximate average salary by contribution assumption: employee only about $156,580 at 4% or $104,387 at 6%; with 50% employer match about $104,387 at 4% or $69,591 at 6%; with 100% employer match about $78,290 at 4% or $52,193 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 12 | $769,325 | $50,615 | $4,218iApproximate average salary by contribution assumption: employee only about $105,448 at 4% or $70,299 at 6%; with 50% employer match about $70,299 at 4% or $46,866 at 6%; with 100% employer match about $52,724 at 4% or $35,149 at 6%. |
| 2015 | 3 | 12 | $2,941,646 | $157,908 | $13,159iApproximate average salary by contribution assumption: employee only about $328,975 at 4% or $219,317 at 6%; with 50% employer match about $219,317 at 4% or $146,211 at 6%; with 100% employer match about $164,488 at 4% or $109,658 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 11 | $1,533,028 | $78,136 | $7,103iApproximate average salary by contribution assumption: employee only about $177,582 at 4% or $118,388 at 6%; with 50% employer match about $118,388 at 4% or $78,925 at 6%; with 100% employer match about $88,791 at 4% or $59,194 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 12 | $708,323 | $79,772 | $6,648iApproximate average salary by contribution assumption: employee only about $166,192 at 4% or $110,794 at 6%; with 50% employer match about $110,794 at 4% or $73,863 at 6%; with 100% employer match about $83,096 at 4% or $55,397 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 10 | $700,295 | $0 | - |
| 2014 | 3 | 11 | $2,857,898 | $124,631 | $11,330iApproximate average salary by contribution assumption: employee only about $283,252 at 4% or $188,835 at 6%; with 50% employer match about $188,835 at 4% or $125,890 at 6%; with 100% employer match about $141,626 at 4% or $94,417 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 11 | $1,477,416 | $60,196 | $5,472iApproximate average salary by contribution assumption: employee only about $136,809 at 4% or $91,206 at 6%; with 50% employer match about $91,206 at 4% or $60,804 at 6%; with 100% employer match about $68,405 at 4% or $45,603 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 10 | $728,242 | $0 | - |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 11 | $652,240 | $64,435 | $5,858iApproximate average salary by contribution assumption: employee only about $146,443 at 4% or $97,629 at 6%; with 50% employer match about $97,629 at 4% or $65,086 at 6%; with 100% employer match about $73,222 at 4% or $48,814 at 6%. |
| 2013 | 3 | 11 | $2,656,801 | $126,742 | $11,522iApproximate average salary by contribution assumption: employee only about $288,050 at 4% or $192,033 at 6%; with 50% employer match about $192,033 at 4% or $128,022 at 6%; with 100% employer match about $144,025 at 4% or $96,017 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 11 | $1,357,287 | $60,632 | $5,512iApproximate average salary by contribution assumption: employee only about $137,800 at 4% or $91,867 at 6%; with 50% employer match about $91,867 at 4% or $61,244 at 6%; with 100% employer match about $68,900 at 4% or $45,933 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | - | $711,872 | $0 | - |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 11 | $587,642 | $66,110 | $6,010iApproximate average salary by contribution assumption: employee only about $150,250 at 4% or $100,167 at 6%; with 50% employer match about $100,167 at 4% or $66,778 at 6%; with 100% employer match about $75,125 at 4% or $50,083 at 6%. |
| 2012 | 3 | 11 | $2,178,712 | $128,049 | $11,641iApproximate average salary by contribution assumption: employee only about $291,020 at 4% or $194,014 at 6%; with 50% employer match about $194,014 at 4% or $129,342 at 6%; with 100% employer match about $145,510 at 4% or $97,007 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 11 | $1,112,579 | $55,049 | $5,004iApproximate average salary by contribution assumption: employee only about $125,111 at 4% or $83,408 at 6%; with 50% employer match about $83,408 at 4% or $55,605 at 6%; with 100% employer match about $62,556 at 4% or $41,704 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 10 | $610,073 | $5,192 | $519iApproximate average salary by contribution assumption: employee only about $12,980 at 4% or $8,653 at 6%; with 50% employer match about $8,653 at 4% or $5,769 at 6%; with 100% employer match about $6,490 at 4% or $4,327 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 11 | $456,060 | $67,808 | $6,164iApproximate average salary by contribution assumption: employee only about $154,109 at 4% or $102,739 at 6%; with 50% employer match about $102,739 at 4% or $68,493 at 6%; with 100% employer match about $77,055 at 4% or $51,370 at 6%. |
| 2011 | 3 | 11 | $1,822,182 | $227,299 | $20,664iApproximate average salary by contribution assumption: employee only about $516,589 at 4% or $344,392 at 6%; with 50% employer match about $344,392 at 4% or $229,595 at 6%; with 100% employer match about $258,294 at 4% or $172,196 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 11 | $948,068 | $51,883 | $4,717iApproximate average salary by contribution assumption: employee only about $117,916 at 4% or $78,611 at 6%; with 50% employer match about $78,611 at 4% or $52,407 at 6%; with 100% employer match about $58,958 at 4% or $39,305 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 10 | $534,369 | $107,032 | $10,703iApproximate average salary by contribution assumption: employee only about $267,580 at 4% or $178,387 at 6%; with 50% employer match about $178,387 at 4% or $118,924 at 6%; with 100% employer match about $133,790 at 4% or $89,193 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 11 | $339,745 | $68,384 | $6,217iApproximate average salary by contribution assumption: employee only about $155,418 at 4% or $103,612 at 6%; with 50% employer match about $103,612 at 4% or $69,075 at 6%; with 100% employer match about $77,709 at 4% or $51,806 at 6%. |
| 2010 | 3 | 12 | $1,630,643 | $228,008 | $19,001iApproximate average salary by contribution assumption: employee only about $475,017 at 4% or $316,678 at 6%; with 50% employer match about $316,678 at 4% or $211,119 at 6%; with 100% employer match about $237,508 at 4% or $158,339 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 12 | $895,394 | $55,995 | $4,666iApproximate average salary by contribution assumption: employee only about $116,656 at 4% or $77,771 at 6%; with 50% employer match about $77,771 at 4% or $51,847 at 6%; with 100% employer match about $58,328 at 4% or $38,885 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 11 | $449,798 | $107,032 | $9,730iApproximate average salary by contribution assumption: employee only about $243,255 at 4% or $162,170 at 6%; with 50% employer match about $162,170 at 4% or $108,113 at 6%; with 100% employer match about $121,627 at 4% or $81,085 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 11 | $285,451 | $64,981 | $5,907iApproximate average salary by contribution assumption: employee only about $147,684 at 4% or $98,456 at 6%; with 50% employer match about $98,456 at 4% or $65,637 at 6%; with 100% employer match about $73,842 at 4% or $49,228 at 6%. |
| 2009 | 3 | 12 | $1,257,938 | $217,278 | $18,107iApproximate average salary by contribution assumption: employee only about $452,663 at 4% or $301,775 at 6%; with 50% employer match about $301,775 at 4% or $201,183 at 6%; with 100% employer match about $226,331 at 4% or $150,888 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 12 | $766,560 | $58,095 | $4,841iApproximate average salary by contribution assumption: employee only about $121,031 at 4% or $80,688 at 6%; with 50% employer match about $80,688 at 4% or $53,792 at 6%; with 100% employer match about $60,516 at 4% or $40,344 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 10 | $299,367 | $92,593 | $9,259iApproximate average salary by contribution assumption: employee only about $231,482 at 4% or $154,322 at 6%; with 50% employer match about $154,322 at 4% or $102,881 at 6%; with 100% employer match about $115,741 at 4% or $77,161 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 10 | $192,011 | $66,590 | $6,659iApproximate average salary by contribution assumption: employee only about $166,475 at 4% or $110,983 at 6%; with 50% employer match about $110,983 at 4% or $73,989 at 6%; with 100% employer match about $83,238 at 4% or $55,492 at 6%. |
| 2008 | 3 | 11 | $796,880 | $189,123 | $17,193iApproximate average salary by contribution assumption: employee only about $429,825 at 4% or $286,550 at 6%; with 50% employer match about $286,550 at 4% or $191,033 at 6%; with 100% employer match about $214,913 at 4% or $143,275 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 11 | $548,028 | $36,000 | $3,273iApproximate average salary by contribution assumption: employee only about $81,818 at 4% or $54,545 at 6%; with 50% employer match about $54,545 at 4% or $36,364 at 6%; with 100% employer match about $40,909 at 4% or $27,273 at 6%. |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 9 | $155,205 | $92,993 | $10,333iApproximate average salary by contribution assumption: employee only about $258,314 at 4% or $172,209 at 6%; with 50% employer match about $172,209 at 4% or $114,806 at 6%; with 100% employer match about $129,157 at 4% or $86,105 at 6%. |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 9 | $93,647 | $60,130 | $6,681iApproximate average salary by contribution assumption: employee only about $167,028 at 4% or $111,352 at 6%; with 50% employer match about $111,352 at 4% or $74,235 at 6%; with 100% employer match about $83,514 at 4% or $55,676 at 6%. |
| 2007 | 3 | 10 | $0 | $0 | - |
| James Patterson, D.D.S. Defined Contribution Plan & Trust | - | 9 | - | - | - |
| James Patterson, D.D.S. Profit Sharing Plan | - | 10 | - | - | - |
| James Patterson, D.D.S. Defined Benefit Plan & Trust | - | 9 | - | - | - |
| 2006 | 1 | 11 | $695,190 | $59,828 | $5,439iApproximate average salary by contribution assumption: employee only about $135,973 at 4% or $90,648 at 6%; with 50% employer match about $90,648 at 4% or $60,432 at 6%; with 100% employer match about $67,986 at 4% or $45,324 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 11 | $695,190 | $59,828 | $5,439iApproximate average salary by contribution assumption: employee only about $135,973 at 4% or $90,648 at 6%; with 50% employer match about $90,648 at 4% or $60,432 at 6%; with 100% employer match about $67,986 at 4% or $45,324 at 6%. |
| 2005 | 1 | 10 | $555,888 | $60,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 10 | $555,888 | $60,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2004 | 1 | 10 | $468,302 | $60,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 10 | $468,302 | $60,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2003 | 1 | 7 | $392,129 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 7 | $392,129 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| 2002 | 1 | 6 | $313,729 | $30,000 | $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%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 6 | $313,729 | $30,000 | $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%. |
| 2001 | 1 | 7 | $375,642 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 7 | $375,642 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| 2000 | 1 | 7 | $410,721 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 7 | $410,721 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| 1999 | 1 | 8 | $432,248 | $38,139 | $4,767iApproximate average salary by contribution assumption: employee only about $119,184 at 4% or $79,456 at 6%; with 50% employer match about $79,456 at 4% or $52,971 at 6%; with 100% employer match about $59,592 at 4% or $39,728 at 6%. |
| James Patterson, D.D.S. Profit Sharing Plan | - | 8 | $432,248 | $38,139 | $4,767iApproximate average salary by contribution assumption: employee only about $119,184 at 4% or $79,456 at 6%; with 50% employer match about $79,456 at 4% or $52,971 at 6%; with 100% employer match about $59,592 at 4% or $39,728 at 6%. |