Dr. Yabu and Dr. LIM, Dds
Plan context: Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan
EIN 94-3310565 • Oakland, CA • 35 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$2,595,071
2024 Contributions
$169,442
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 | 2 | 9 | $2,595,071 | $169,442 | $18,827iApproximate average salary by contribution assumption: employee only about $470,672 at 4% or $313,781 at 6%; with 50% employer match about $313,781 at 4% or $209,188 at 6%; with 100% employer match about $235,336 at 4% or $156,891 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 9 | $1,920,351 | $121,517 | $13,502iApproximate average salary by contribution assumption: employee only about $337,547 at 4% or $225,031 at 6%; with 50% employer match about $225,031 at 4% or $150,021 at 6%; with 100% employer match about $168,774 at 4% or $112,516 at 6%. |
| DR. YABU AND DR. LIM, DDS CASH BALANCE PLAN & TRUST | - | 8 | $674,720 | $47,925 | $5,991iApproximate average salary by contribution assumption: employee only about $149,766 at 4% or $99,844 at 6%; with 50% employer match about $99,844 at 4% or $66,563 at 6%; with 100% employer match about $74,883 at 4% or $49,922 at 6%. |
| 2023 | 2 | 10 | $2,210,557 | $246,197 | $24,620iApproximate average salary by contribution assumption: employee only about $615,493 at 4% or $410,328 at 6%; with 50% employer match about $410,328 at 4% or $273,552 at 6%; with 100% employer match about $307,746 at 4% or $205,164 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 10 | $1,615,249 | $116,197 | $11,620iApproximate average salary by contribution assumption: employee only about $290,493 at 4% or $193,662 at 6%; with 50% employer match about $193,662 at 4% or $129,108 at 6%; with 100% employer match about $145,246 at 4% or $96,831 at 6%. |
| DR. YABU AND DR. LIM, DDS CASH BALANCE PLAN & TRUST | - | 7 | $595,308 | $130,000 | $18,571iApproximate average salary by contribution assumption: employee only about $464,286 at 4% or $309,524 at 6%; with 50% employer match about $309,524 at 4% or $206,349 at 6%; with 100% employer match about $232,143 at 4% or $154,762 at 6%. |
| 2022 | 2 | 10 | $1,756,283 | $237,558 | $23,756iApproximate average salary by contribution assumption: employee only about $593,895 at 4% or $395,930 at 6%; with 50% employer match about $395,930 at 4% or $263,953 at 6%; with 100% employer match about $296,948 at 4% or $197,965 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 10 | $1,320,294 | $92,788 | $9,279iApproximate average salary by contribution assumption: employee only about $231,970 at 4% or $154,647 at 6%; with 50% employer match about $154,647 at 4% or $103,098 at 6%; with 100% employer match about $115,985 at 4% or $77,323 at 6%. |
| DR. YABU AND DR. LIM, DDS CASH BALANCE PLAN & TRUST | - | 8 | $435,989 | $144,770 | $18,096iApproximate average salary by contribution assumption: employee only about $452,406 at 4% or $301,604 at 6%; with 50% employer match about $301,604 at 4% or $201,069 at 6%; with 100% employer match about $226,203 at 4% or $150,802 at 6%. |
| 2021 | 2 | 8 | $1,844,088 | $158,218 | $19,777iApproximate average salary by contribution assumption: employee only about $494,431 at 4% or $329,621 at 6%; with 50% employer match about $329,621 at 4% or $219,747 at 6%; with 100% employer match about $247,216 at 4% or $164,810 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 8 | $1,520,638 | $156,793 | $19,599iApproximate average salary by contribution assumption: employee only about $489,978 at 4% or $326,652 at 6%; with 50% employer match about $326,652 at 4% or $217,768 at 6%; with 100% employer match about $244,989 at 4% or $163,326 at 6%. |
| DR. YABU AND DR. LIM, DDS CASH BALANCE PLAN & TRUST | - | 6 | $323,450 | $1,425 | $238iApproximate average salary by contribution assumption: employee only about $5,938 at 4% or $3,958 at 6%; with 50% employer match about $3,958 at 4% or $2,639 at 6%; with 100% employer match about $2,969 at 4% or $1,979 at 6%. |
| 2020 | 2 | 7 | $1,538,675 | $181,468 | $25,924iApproximate average salary by contribution assumption: employee only about $648,100 at 4% or $432,067 at 6%; with 50% employer match about $432,067 at 4% or $288,044 at 6%; with 100% employer match about $324,050 at 4% or $216,033 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 7 | $1,230,627 | $144,409 | $20,630iApproximate average salary by contribution assumption: employee only about $515,746 at 4% or $343,831 at 6%; with 50% employer match about $343,831 at 4% or $229,221 at 6%; with 100% employer match about $257,873 at 4% or $171,915 at 6%. |
| DR. YABU AND DR. LIM, DDS CASH BALANCE PLAN & TRUST | - | 5 | $308,048 | $37,059 | $7,412iApproximate average salary by contribution assumption: employee only about $185,295 at 4% or $123,530 at 6%; with 50% employer match about $123,530 at 4% or $82,353 at 6%; with 100% employer match about $92,648 at 4% or $61,765 at 6%. |
| 2019 | 2 | 8 | $1,253,963 | $351,567 | $43,946iApproximate average salary by contribution assumption: employee only about $1,098,647 at 4% or $732,431 at 6%; with 50% employer match about $732,431 at 4% or $488,288 at 6%; with 100% employer match about $549,323 at 4% or $366,216 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 8 | $996,941 | $94,545 | $11,818iApproximate average salary by contribution assumption: employee only about $295,453 at 4% or $196,969 at 6%; with 50% employer match about $196,969 at 4% or $131,313 at 6%; with 100% employer match about $147,727 at 4% or $98,484 at 6%. |
| DR. YABU AND DR. LIM, DDS CASH BALANCE PLAN & TRUST | - | 6 | $257,022 | $257,022 | $42,837iApproximate average salary by contribution assumption: employee only about $1,070,925 at 4% or $713,950 at 6%; with 50% employer match about $713,950 at 4% or $475,967 at 6%; with 100% employer match about $535,463 at 4% or $356,975 at 6%. |
| 2018 | 1 | 8 | $748,375 | $70,396 | $8,800iApproximate average salary by contribution assumption: employee only about $219,988 at 4% or $146,658 at 6%; with 50% employer match about $146,658 at 4% or $97,772 at 6%; with 100% employer match about $109,994 at 4% or $73,329 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 8 | $748,375 | $70,396 | $8,800iApproximate average salary by contribution assumption: employee only about $219,988 at 4% or $146,658 at 6%; with 50% employer match about $146,658 at 4% or $97,772 at 6%; with 100% employer match about $109,994 at 4% or $73,329 at 6%. |
| 2017 | 1 | 7 | $749,932 | $67,559 | $9,651iApproximate average salary by contribution assumption: employee only about $241,282 at 4% or $160,855 at 6%; with 50% employer match about $160,855 at 4% or $107,237 at 6%; with 100% employer match about $120,641 at 4% or $80,427 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 7 | $749,932 | $67,559 | $9,651iApproximate average salary by contribution assumption: employee only about $241,282 at 4% or $160,855 at 6%; with 50% employer match about $160,855 at 4% or $107,237 at 6%; with 100% employer match about $120,641 at 4% or $80,427 at 6%. |
| 2016 | 1 | 6 | $584,989 | $54,388 | $9,065iApproximate average salary by contribution assumption: employee only about $226,617 at 4% or $151,078 at 6%; with 50% employer match about $151,078 at 4% or $100,719 at 6%; with 100% employer match about $113,308 at 4% or $75,539 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 6 | $584,989 | $54,388 | $9,065iApproximate average salary by contribution assumption: employee only about $226,617 at 4% or $151,078 at 6%; with 50% employer match about $151,078 at 4% or $100,719 at 6%; with 100% employer match about $113,308 at 4% or $75,539 at 6%. |
| 2015 | 1 | 6 | $497,631 | $161,427 | $26,905iApproximate average salary by contribution assumption: employee only about $672,613 at 4% or $448,408 at 6%; with 50% employer match about $448,408 at 4% or $298,939 at 6%; with 100% employer match about $336,306 at 4% or $224,204 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 6 | $497,631 | $161,427 | $26,905iApproximate average salary by contribution assumption: employee only about $672,613 at 4% or $448,408 at 6%; with 50% employer match about $448,408 at 4% or $298,939 at 6%; with 100% employer match about $336,306 at 4% or $224,204 at 6%. |
| 2014 | 1 | 6 | $450,024 | $57,975 | $9,663iApproximate average salary by contribution assumption: employee only about $241,563 at 4% or $161,042 at 6%; with 50% employer match about $161,042 at 4% or $107,361 at 6%; with 100% employer match about $120,781 at 4% or $80,521 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 6 | $450,024 | $57,975 | $9,663iApproximate average salary by contribution assumption: employee only about $241,563 at 4% or $161,042 at 6%; with 50% employer match about $161,042 at 4% or $107,361 at 6%; with 100% employer match about $120,781 at 4% or $80,521 at 6%. |
| 2013 | 1 | 6 | $372,320 | $59,355 | $9,893iApproximate average salary by contribution assumption: employee only about $247,313 at 4% or $164,875 at 6%; with 50% employer match about $164,875 at 4% or $109,917 at 6%; with 100% employer match about $123,656 at 4% or $82,438 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 6 | $372,320 | $59,355 | $9,893iApproximate average salary by contribution assumption: employee only about $247,313 at 4% or $164,875 at 6%; with 50% employer match about $164,875 at 4% or $109,917 at 6%; with 100% employer match about $123,656 at 4% or $82,438 at 6%. |
| 2012 | 2 | 6 | $268,128 | $61,464 | $10,244iApproximate average salary by contribution assumption: employee only about $256,100 at 4% or $170,733 at 6%; with 50% employer match about $170,733 at 4% or $113,822 at 6%; with 100% employer match about $128,050 at 4% or $85,367 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 6 | $268,128 | $61,464 | $10,244iApproximate average salary by contribution assumption: employee only about $256,100 at 4% or $170,733 at 6%; with 50% employer match about $170,733 at 4% or $113,822 at 6%; with 100% employer match about $128,050 at 4% or $85,367 at 6%. |
| GERALDINE A. LIM AND ERIC M. YABU, DDS, INC. DEFINED BENEFIT PLAN | - | 0 | $0 | - | - |
| 2011 | 2 | 5 | $525,233 | $62,020 | $12,404iApproximate average salary by contribution assumption: employee only about $310,100 at 4% or $206,733 at 6%; with 50% employer match about $206,733 at 4% or $137,822 at 6%; with 100% employer match about $155,050 at 4% or $103,367 at 6%. |
| GERALDINE A. LIM AND ERIC M. YABU, DDS, INC. DEFINED BENEFIT PLAN | - | 4 | $339,131 | $0 | - |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 5 | $186,102 | $62,020 | $12,404iApproximate average salary by contribution assumption: employee only about $310,100 at 4% or $206,733 at 6%; with 50% employer match about $206,733 at 4% or $137,822 at 6%; with 100% employer match about $155,050 at 4% or $103,367 at 6%. |
| 2010 | 2 | 5 | $361,223 | $30,801 | $6,160iApproximate average salary by contribution assumption: employee only about $154,005 at 4% or $102,670 at 6%; with 50% employer match about $102,670 at 4% or $68,447 at 6%; with 100% employer match about $77,003 at 4% or $51,335 at 6%. |
| GERALDINE A. LIM AND ERIC M. YABU, DDS, INC. DEFINED BENEFIT PLAN | - | 4 | $209,746 | - | - |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 5 | $151,477 | $30,801 | $6,160iApproximate average salary by contribution assumption: employee only about $154,005 at 4% or $102,670 at 6%; with 50% employer match about $102,670 at 4% or $68,447 at 6%; with 100% employer match about $77,003 at 4% or $51,335 at 6%. |
| 2009 | 2 | 6 | $314,642 | $50,589 | $8,432iApproximate average salary by contribution assumption: employee only about $210,788 at 4% or $140,525 at 6%; with 50% employer match about $140,525 at 4% or $93,683 at 6%; with 100% employer match about $105,394 at 4% or $70,263 at 6%. |
| GERALDINE AVLIM DDS, AND ERIC M YABU, DDS, INC. DEFINED BENEFIT PLAN | - | 4 | $203,935 | - | - |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 6 | $110,707 | $50,589 | $8,432iApproximate average salary by contribution assumption: employee only about $210,788 at 4% or $140,525 at 6%; with 50% employer match about $140,525 at 4% or $93,683 at 6%; with 100% employer match about $105,394 at 4% or $70,263 at 6%. |
| 2008 | 2 | 5 | $36,660 | $49,196 | $9,839iApproximate average salary by contribution assumption: employee only about $245,980 at 4% or $163,987 at 6%; with 50% employer match about $163,987 at 4% or $109,324 at 6%; with 100% employer match about $122,990 at 4% or $81,993 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 5 | $36,660 | $49,196 | $9,839iApproximate average salary by contribution assumption: employee only about $245,980 at 4% or $163,987 at 6%; with 50% employer match about $163,987 at 4% or $109,324 at 6%; with 100% employer match about $122,990 at 4% or $81,993 at 6%. |
| GERALDINE A. LIM, DDS AND ERIC M. YABU, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST | - | 4 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| GERALDINE A. LIM, DDS. AND ERIC M. | - | 0 | - | - | - |
| 2006 | 1 | 4 | $202,166 | $94,245 | $23,561iApproximate average salary by contribution assumption: employee only about $589,031 at 4% or $392,688 at 6%; with 50% employer match about $392,688 at 4% or $261,792 at 6%; with 100% employer match about $294,516 at 4% or $196,344 at 6%. |
| GERALDINE A. LIM, DDS AND ERIC M. YABU, DDS, INC. DEFINED BENEFIT PLAN & TRUST | - | 4 | $202,166 | $94,245 | $23,561iApproximate average salary by contribution assumption: employee only about $589,031 at 4% or $392,688 at 6%; with 50% employer match about $392,688 at 4% or $261,792 at 6%; with 100% employer match about $294,516 at 4% or $196,344 at 6%. |
| 2005 | 1 | 4 | $0 | $0 | - |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 4 | - | - | - |
| 2004 | 1 | 4 | $0 | $0 | - |
| GERALDINE A. LIM, DDS AND ERIC M. YABU, DDS, INC. 412I PLAN | - | 4 | - | - | - |
| 2003 | 2 | 4 | $0 | $6,218 | $1,555iApproximate average salary by contribution assumption: employee only about $38,863 at 4% or $25,908 at 6%; with 50% employer match about $25,908 at 4% or $17,272 at 6%; with 100% employer match about $19,431 at 4% or $12,954 at 6%. |
| GERALDINE A. LIM, DDS AND ERIC M. YABU, DDS, INC. 412I PLAN | - | 4 | - | - | - |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 0 | - | $6,218 | - |
| 2002 | 1 | 4 | $29,200 | $29,211 | $7,303iApproximate average salary by contribution assumption: employee only about $182,569 at 4% or $121,713 at 6%; with 50% employer match about $121,713 at 4% or $81,142 at 6%; with 100% employer match about $91,284 at 4% or $60,856 at 6%. |
| Dr. Yabu and Dr. LIM, Dds 401K/Profit Sharing Plan | - | 4 | $29,200 | $29,211 | $7,303iApproximate average salary by contribution assumption: employee only about $182,569 at 4% or $121,713 at 6%; with 50% employer match about $121,713 at 4% or $81,142 at 6%; with 100% employer match about $91,284 at 4% or $60,856 at 6%. |