Civic Intelligence

Daniel R. Pestana, D.D.S.

Plan context: Daniel R. Pestana, D.D.S. Profit Sharing Plan Trust

EIN 94-3390405 • Walnut Creek, CA • 6 filings • 3 plans

2255 Ygnacio Valley Road, Ste J2Walnut Creek, CA 94598
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$34,434

2009 Contributions

$21,995

Historical Graphs

Total Assets Over Time

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

$34,434$17,217$0200420052006YearValue
$34,434Latest year 2006

Participants Over Time

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

420200420062008YearValue
4Latest year 2008

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
200910$0$0-
Daniel R. Pestana, D.D.S. Profit Sharing Plan Trust-0$0$0-
200814$0$0-
Daniel R. Pestana, D.D.S. Profit Sharing Plan Trust-4---
200713$0$0-
Daniel R. Pestana, D.D.S. Profit Sharing Plan Trust-3---
200611$34,434$21,995$21,995iApproximate average salary by contribution assumption: employee only about $549,875 at 4% or $366,583 at 6%; with 50% employer match about $366,583 at 4% or $244,389 at 6%; with 100% employer match about $274,938 at 4% or $183,292 at 6%.
Daniel R. Pestana, D.D.S. Profit Sharing Plan Trust-1$34,434$21,995$21,995iApproximate average salary by contribution assumption: employee only about $549,875 at 4% or $366,583 at 6%; with 50% employer match about $366,583 at 4% or $244,389 at 6%; with 100% employer match about $274,938 at 4% or $183,292 at 6%.
200512$10,065$10,738$5,369iApproximate average salary by contribution assumption: employee only about $134,225 at 4% or $89,483 at 6%; with 50% employer match about $89,483 at 4% or $59,656 at 6%; with 100% employer match about $67,113 at 4% or $44,742 at 6%.
Daniel R. Pestana, D.D.S. Profit Sharing Plan Trust-2$10,065$10,738$5,369iApproximate average salary by contribution assumption: employee only about $134,225 at 4% or $89,483 at 6%; with 50% employer match about $89,483 at 4% or $59,656 at 6%; with 100% employer match about $67,113 at 4% or $44,742 at 6%.
200414$602$600$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.
Daniel R. Pestana, D.D.S. Profit Sharing Plan Trust-4$602$600$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.