Civic Intelligence

Richard F. Jergensen, Dds, a PC

Plan context: Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan

EIN 94-3390972 • Davis, CA • 29 filings • 4 plans

1107 Kent DriveDavis, CA 95616
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$148,938

2024 Contributions

$38,907

Historical Graphs

Total Assets Over Time

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

$3,569,461$1,784,731$0200320142024YearValue
$148,938Latest year 2024

Participants Over Time

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

1050200320142024YearValue
9Latest year 2024

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
202419$148,938$38,907$4,323iApproximate average salary by contribution assumption: employee only about $108,075 at 4% or $72,050 at 6%; with 50% employer match about $72,050 at 4% or $48,033 at 6%; with 100% employer match about $54,038 at 4% or $36,025 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-9$148,938$38,907$4,323iApproximate average salary by contribution assumption: employee only about $108,075 at 4% or $72,050 at 6%; with 50% employer match about $72,050 at 4% or $48,033 at 6%; with 100% employer match about $54,038 at 4% or $36,025 at 6%.
202318$97,940$37,608$4,701iApproximate average salary by contribution assumption: employee only about $117,525 at 4% or $78,350 at 6%; with 50% employer match about $78,350 at 4% or $52,233 at 6%; with 100% employer match about $58,763 at 4% or $39,175 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-8$97,940$37,608$4,701iApproximate average salary by contribution assumption: employee only about $117,525 at 4% or $78,350 at 6%; with 50% employer match about $78,350 at 4% or $52,233 at 6%; with 100% employer match about $58,763 at 4% or $39,175 at 6%.
202217$279,323$43,345$6,192iApproximate average salary by contribution assumption: employee only about $154,804 at 4% or $103,202 at 6%; with 50% employer match about $103,202 at 4% or $68,802 at 6%; with 100% employer match about $77,402 at 4% or $51,601 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-7$279,323$43,345$6,192iApproximate average salary by contribution assumption: employee only about $154,804 at 4% or $103,202 at 6%; with 50% employer match about $103,202 at 4% or $68,802 at 6%; with 100% employer match about $77,402 at 4% or $51,601 at 6%.
202119$290,495$54,626$6,070iApproximate average salary by contribution assumption: employee only about $151,739 at 4% or $101,159 at 6%; with 50% employer match about $101,159 at 4% or $67,440 at 6%; with 100% employer match about $75,869 at 4% or $50,580 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-9$290,495$54,626$6,070iApproximate average salary by contribution assumption: employee only about $151,739 at 4% or $101,159 at 6%; with 50% employer match about $101,159 at 4% or $67,440 at 6%; with 100% employer match about $75,869 at 4% or $50,580 at 6%.
202018$204,173$46,986$5,873iApproximate average salary by contribution assumption: employee only about $146,831 at 4% or $97,888 at 6%; with 50% employer match about $97,888 at 4% or $65,258 at 6%; with 100% employer match about $73,416 at 4% or $48,944 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-8$204,173$46,986$5,873iApproximate average salary by contribution assumption: employee only about $146,831 at 4% or $97,888 at 6%; with 50% employer match about $97,888 at 4% or $65,258 at 6%; with 100% employer match about $73,416 at 4% or $48,944 at 6%.
2019110$226,372$52,060$5,206iApproximate average salary by contribution assumption: employee only about $130,150 at 4% or $86,767 at 6%; with 50% employer match about $86,767 at 4% or $57,844 at 6%; with 100% employer match about $65,075 at 4% or $43,383 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-10$226,372$52,060$5,206iApproximate average salary by contribution assumption: employee only about $130,150 at 4% or $86,767 at 6%; with 50% employer match about $86,767 at 4% or $57,844 at 6%; with 100% employer match about $65,075 at 4% or $43,383 at 6%.
201817$167,289$41,104$5,872iApproximate average salary by contribution assumption: employee only about $146,800 at 4% or $97,867 at 6%; with 50% employer match about $97,867 at 4% or $65,244 at 6%; with 100% employer match about $73,400 at 4% or $48,933 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-7$167,289$41,104$5,872iApproximate average salary by contribution assumption: employee only about $146,800 at 4% or $97,867 at 6%; with 50% employer match about $97,867 at 4% or $65,244 at 6%; with 100% employer match about $73,400 at 4% or $48,933 at 6%.
201737$648,463$9,600$1,371iApproximate average salary by contribution assumption: employee only about $34,286 at 4% or $22,857 at 6%; with 50% employer match about $22,857 at 4% or $15,238 at 6%; with 100% employer match about $17,143 at 4% or $11,429 at 6%.
RICHARD F. JERGENSEN, DDS, A PC DEFINED BENEFIT PLAN-5$515,397$0-
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-7$133,066$9,600$1,371iApproximate average salary by contribution assumption: employee only about $34,286 at 4% or $22,857 at 6%; with 50% employer match about $22,857 at 4% or $15,238 at 6%; with 100% employer match about $17,143 at 4% or $11,429 at 6%.
RICHARD F. JERGENSEN, DDS A PC DEFINED BENEFIT PLAN-0$0$0-
201627$3,569,461$9,650$1,379iApproximate average salary by contribution assumption: employee only about $34,464 at 4% or $22,976 at 6%; with 50% employer match about $22,976 at 4% or $15,317 at 6%; with 100% employer match about $17,232 at 4% or $11,488 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-7$3,057,128$9,650$1,379iApproximate average salary by contribution assumption: employee only about $34,464 at 4% or $22,976 at 6%; with 50% employer match about $22,976 at 4% or $15,317 at 6%; with 100% employer match about $17,232 at 4% or $11,488 at 6%.
RICHARD F. JERGENSEN, DDS, A PC DEFINED BENEFIT PLAN-6$512,333$0-
201526$3,506,417$200,950$33,492iApproximate average salary by contribution assumption: employee only about $837,292 at 4% or $558,194 at 6%; with 50% employer match about $558,194 at 4% or $372,130 at 6%; with 100% employer match about $418,646 at 4% or $279,097 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-6$3,004,499$71,777$11,963iApproximate average salary by contribution assumption: employee only about $299,071 at 4% or $199,381 at 6%; with 50% employer match about $199,381 at 4% or $132,920 at 6%; with 100% employer match about $149,535 at 4% or $99,690 at 6%.
RICHARD F. JERGENSEN, DDS, A PC DEFINED BENEFIT PLAN-6$501,918$129,173$21,529iApproximate average salary by contribution assumption: employee only about $538,221 at 4% or $358,814 at 6%; with 50% employer match about $358,814 at 4% or $239,209 at 6%; with 100% employer match about $269,110 at 4% or $179,407 at 6%.
201426$3,349,676$164,238$27,373iApproximate average salary by contribution assumption: employee only about $684,325 at 4% or $456,217 at 6%; with 50% employer match about $456,217 at 4% or $304,144 at 6%; with 100% employer match about $342,163 at 4% or $228,108 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-6$2,974,049$68,238$11,373iApproximate average salary by contribution assumption: employee only about $284,325 at 4% or $189,550 at 6%; with 50% employer match about $189,550 at 4% or $126,367 at 6%; with 100% employer match about $142,163 at 4% or $94,775 at 6%.
RICHARD F. JERGENSEN, DDS, A PC DEFINED BENEFIT PLAN-6$375,627$96,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201325$3,130,824$219,805$43,961iApproximate average salary by contribution assumption: employee only about $1,099,025 at 4% or $732,683 at 6%; with 50% employer match about $732,683 at 4% or $488,456 at 6%; with 100% employer match about $549,513 at 4% or $366,342 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-5$2,856,534$91,455$18,291iApproximate average salary by contribution assumption: employee only about $457,275 at 4% or $304,850 at 6%; with 50% employer match about $304,850 at 4% or $203,233 at 6%; with 100% employer match about $228,638 at 4% or $152,425 at 6%.
RICHARD F. JERGENSEN, DDS, A PC DEFINED BENEFIT PLAN-5$274,290$128,350$25,670iApproximate average salary by contribution assumption: employee only about $641,750 at 4% or $427,833 at 6%; with 50% employer match about $427,833 at 4% or $285,222 at 6%; with 100% employer match about $320,875 at 4% or $213,917 at 6%.
201225$2,857,158$135,820$27,164iApproximate average salary by contribution assumption: employee only about $679,100 at 4% or $452,733 at 6%; with 50% employer match about $452,733 at 4% or $301,822 at 6%; with 100% employer match about $339,550 at 4% or $226,367 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-5$2,780,100$58,762$11,752iApproximate average salary by contribution assumption: employee only about $293,810 at 4% or $195,873 at 6%; with 50% employer match about $195,873 at 4% or $130,582 at 6%; with 100% employer match about $146,905 at 4% or $97,937 at 6%.
RICHARD F. JERGENSEN, DDS, A PC DEFINED BENEFIT PLAN-4$77,058$77,058$19,265iApproximate average salary by contribution assumption: employee only about $481,613 at 4% or $321,075 at 6%; with 50% employer match about $321,075 at 4% or $214,050 at 6%; with 100% employer match about $240,806 at 4% or $160,538 at 6%.
201116$2,602,111$90,082$15,014iApproximate average salary by contribution assumption: employee only about $375,342 at 4% or $250,228 at 6%; with 50% employer match about $250,228 at 4% or $166,819 at 6%; with 100% employer match about $187,671 at 4% or $125,114 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-6$2,602,111$90,082$15,014iApproximate average salary by contribution assumption: employee only about $375,342 at 4% or $250,228 at 6%; with 50% employer match about $250,228 at 4% or $166,819 at 6%; with 100% employer match about $187,671 at 4% or $125,114 at 6%.
201015$2,448,018$91,236$18,247iApproximate average salary by contribution assumption: employee only about $456,180 at 4% or $304,120 at 6%; with 50% employer match about $304,120 at 4% or $202,747 at 6%; with 100% employer match about $228,090 at 4% or $152,060 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-5$2,448,018$91,236$18,247iApproximate average salary by contribution assumption: employee only about $456,180 at 4% or $304,120 at 6%; with 50% employer match about $304,120 at 4% or $202,747 at 6%; with 100% employer match about $228,090 at 4% or $152,060 at 6%.
200914$2,152,696$90,003$22,501iApproximate average salary by contribution assumption: employee only about $562,519 at 4% or $375,013 at 6%; with 50% employer match about $375,013 at 4% or $250,008 at 6%; with 100% employer match about $281,259 at 4% or $187,506 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-4$2,152,696$90,003$22,501iApproximate average salary by contribution assumption: employee only about $562,519 at 4% or $375,013 at 6%; with 50% employer match about $375,013 at 4% or $250,008 at 6%; with 100% employer match about $281,259 at 4% or $187,506 at 6%.
200814$1,772,800$81,421$20,355iApproximate average salary by contribution assumption: employee only about $508,881 at 4% or $339,254 at 6%; with 50% employer match about $339,254 at 4% or $226,169 at 6%; with 100% employer match about $254,441 at 4% or $169,627 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-4$1,772,800$81,421$20,355iApproximate average salary by contribution assumption: employee only about $508,881 at 4% or $339,254 at 6%; with 50% employer match about $339,254 at 4% or $226,169 at 6%; with 100% employer match about $254,441 at 4% or $169,627 at 6%.
200714$1,833,386$76,433$19,108iApproximate average salary by contribution assumption: employee only about $477,706 at 4% or $318,471 at 6%; with 50% employer match about $318,471 at 4% or $212,314 at 6%; with 100% employer match about $238,853 at 4% or $159,235 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-4$1,833,386$76,433$19,108iApproximate average salary by contribution assumption: employee only about $477,706 at 4% or $318,471 at 6%; with 50% employer match about $318,471 at 4% or $212,314 at 6%; with 100% employer match about $238,853 at 4% or $159,235 at 6%.
200614$1,824,127$86,300$21,575iApproximate average salary by contribution assumption: employee only about $539,375 at 4% or $359,583 at 6%; with 50% employer match about $359,583 at 4% or $239,722 at 6%; with 100% employer match about $269,688 at 4% or $179,792 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-4$1,824,127$86,300$21,575iApproximate average salary by contribution assumption: employee only about $539,375 at 4% or $359,583 at 6%; with 50% employer match about $359,583 at 4% or $239,722 at 6%; with 100% employer match about $269,688 at 4% or $179,792 at 6%.
200515$1,612,889$82,937$16,587iApproximate average salary by contribution assumption: employee only about $414,685 at 4% or $276,457 at 6%; with 50% employer match about $276,457 at 4% or $184,304 at 6%; with 100% employer match about $207,343 at 4% or $138,228 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-5$1,612,889$82,937$16,587iApproximate average salary by contribution assumption: employee only about $414,685 at 4% or $276,457 at 6%; with 50% employer match about $276,457 at 4% or $184,304 at 6%; with 100% employer match about $207,343 at 4% or $138,228 at 6%.
200416$1,421,172$84,852$14,142iApproximate average salary by contribution assumption: employee only about $353,550 at 4% or $235,700 at 6%; with 50% employer match about $235,700 at 4% or $157,133 at 6%; with 100% employer match about $176,775 at 4% or $117,850 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-6$1,421,172$84,852$14,142iApproximate average salary by contribution assumption: employee only about $353,550 at 4% or $235,700 at 6%; with 50% employer match about $235,700 at 4% or $157,133 at 6%; with 100% employer match about $176,775 at 4% or $117,850 at 6%.
200316$1,241,305$76,083$12,681iApproximate average salary by contribution assumption: employee only about $317,013 at 4% or $211,342 at 6%; with 50% employer match about $211,342 at 4% or $140,894 at 6%; with 100% employer match about $158,506 at 4% or $105,671 at 6%.
Richard F. Jergensen, Dds, a PC Profit Sharing 401K Plan-6$1,241,305$76,083$12,681iApproximate average salary by contribution assumption: employee only about $317,013 at 4% or $211,342 at 6%; with 50% employer match about $211,342 at 4% or $140,894 at 6%; with 100% employer match about $158,506 at 4% or $105,671 at 6%.