Civic Intelligence

Alex R. Mcdonald Phd, Dds Incorporated

Plan context: Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust

EIN 94-3414081 • Oakland, CA • 32 filings • 2 plans

3300 Webster Street, Suite 810Oakland, CA 94609
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,597,228

2024 Contributions

$379,314

Historical Graphs

Total Assets Over Time

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

$5,597,228$2,798,614$0200920172024YearValue
$5,597,228Latest year 2024

Participants Over Time

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

1160200920172024YearValue
10Latest 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
2024210$5,597,228$379,314$37,931iApproximate average salary by contribution assumption: employee only about $948,285 at 4% or $632,190 at 6%; with 50% employer match about $632,190 at 4% or $421,460 at 6%; with 100% employer match about $474,143 at 4% or $316,095 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-10$3,386,660$267,450$26,745iApproximate average salary by contribution assumption: employee only about $668,625 at 4% or $445,750 at 6%; with 50% employer match about $445,750 at 4% or $297,167 at 6%; with 100% employer match about $334,313 at 4% or $222,875 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-9$2,210,568$111,864$12,429iApproximate average salary by contribution assumption: employee only about $310,733 at 4% or $207,156 at 6%; with 50% employer match about $207,156 at 4% or $138,104 at 6%; with 100% employer match about $155,367 at 4% or $103,578 at 6%.
2023211$4,869,441$278,940$25,358iApproximate average salary by contribution assumption: employee only about $633,955 at 4% or $422,636 at 6%; with 50% employer match about $422,636 at 4% or $281,758 at 6%; with 100% employer match about $316,977 at 4% or $211,318 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-10$2,899,840$148,608$14,861iApproximate average salary by contribution assumption: employee only about $371,520 at 4% or $247,680 at 6%; with 50% employer match about $247,680 at 4% or $165,120 at 6%; with 100% employer match about $185,760 at 4% or $123,840 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-11$1,969,601$130,332$11,848iApproximate average salary by contribution assumption: employee only about $296,209 at 4% or $197,473 at 6%; with 50% employer match about $197,473 at 4% or $131,648 at 6%; with 100% employer match about $148,105 at 4% or $98,736 at 6%.
202229$4,223,511-$32,372-
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-9$2,510,211-$143,780-
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-9$1,713,300$111,408$12,379iApproximate average salary by contribution assumption: employee only about $309,467 at 4% or $206,311 at 6%; with 50% employer match about $206,311 at 4% or $137,541 at 6%; with 100% employer match about $154,733 at 4% or $103,156 at 6%.
2021210$4,396,725$215,314$21,531iApproximate average salary by contribution assumption: employee only about $538,285 at 4% or $358,857 at 6%; with 50% employer match about $358,857 at 4% or $239,238 at 6%; with 100% employer match about $269,143 at 4% or $179,428 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-8$2,671,726$112,068$14,009iApproximate average salary by contribution assumption: employee only about $350,213 at 4% or $233,475 at 6%; with 50% employer match about $233,475 at 4% or $155,650 at 6%; with 100% employer match about $175,106 at 4% or $116,738 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-10$1,724,999$103,246$10,325iApproximate average salary by contribution assumption: employee only about $258,115 at 4% or $172,077 at 6%; with 50% employer match about $172,077 at 4% or $114,718 at 6%; with 100% employer match about $129,058 at 4% or $86,038 at 6%.
2020210$4,017,518$204,136$20,414iApproximate average salary by contribution assumption: employee only about $510,340 at 4% or $340,227 at 6%; with 50% employer match about $340,227 at 4% or $226,818 at 6%; with 100% employer match about $255,170 at 4% or $170,113 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-9$2,444,990$110,927$12,325iApproximate average salary by contribution assumption: employee only about $308,131 at 4% or $205,420 at 6%; with 50% employer match about $205,420 at 4% or $136,947 at 6%; with 100% employer match about $154,065 at 4% or $102,710 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-10$1,572,528$93,209$9,321iApproximate average salary by contribution assumption: employee only about $233,023 at 4% or $155,348 at 6%; with 50% employer match about $155,348 at 4% or $103,566 at 6%; with 100% employer match about $116,511 at 4% or $77,674 at 6%.
2019211$3,802,762$175,872$15,988iApproximate average salary by contribution assumption: employee only about $399,709 at 4% or $266,473 at 6%; with 50% employer match about $266,473 at 4% or $177,648 at 6%; with 100% employer match about $199,855 at 4% or $133,236 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-8$2,301,130$131,684$16,461iApproximate average salary by contribution assumption: employee only about $411,513 at 4% or $274,342 at 6%; with 50% employer match about $274,342 at 4% or $182,894 at 6%; with 100% employer match about $205,756 at 4% or $137,171 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-11$1,501,632$44,188$4,017iApproximate average salary by contribution assumption: employee only about $100,427 at 4% or $66,952 at 6%; with 50% employer match about $66,952 at 4% or $44,634 at 6%; with 100% employer match about $50,214 at 4% or $33,476 at 6%.
2018211$3,239,078$205,281$18,662iApproximate average salary by contribution assumption: employee only about $466,548 at 4% or $311,032 at 6%; with 50% employer match about $311,032 at 4% or $207,355 at 6%; with 100% employer match about $233,274 at 4% or $155,516 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-7$1,876,417$146,120$20,874iApproximate average salary by contribution assumption: employee only about $521,857 at 4% or $347,905 at 6%; with 50% employer match about $347,905 at 4% or $231,937 at 6%; with 100% employer match about $260,929 at 4% or $173,952 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-11$1,362,661$59,161$5,378iApproximate average salary by contribution assumption: employee only about $134,457 at 4% or $89,638 at 6%; with 50% employer match about $89,638 at 4% or $59,759 at 6%; with 100% employer match about $67,228 at 4% or $44,819 at 6%.
2017211$3,358,528$188,162$17,106iApproximate average salary by contribution assumption: employee only about $427,641 at 4% or $285,094 at 6%; with 50% employer match about $285,094 at 4% or $190,063 at 6%; with 100% employer match about $213,820 at 4% or $142,547 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-8$1,848,056$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-11$1,510,472$58,162$5,287iApproximate average salary by contribution assumption: employee only about $132,186 at 4% or $88,124 at 6%; with 50% employer match about $88,124 at 4% or $58,749 at 6%; with 100% employer match about $66,093 at 4% or $44,062 at 6%.
2016211$2,770,450$191,092$17,372iApproximate average salary by contribution assumption: employee only about $434,300 at 4% or $289,533 at 6%; with 50% employer match about $289,533 at 4% or $193,022 at 6%; with 100% employer match about $217,150 at 4% or $144,767 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-8$1,535,854$126,899$15,862iApproximate average salary by contribution assumption: employee only about $396,559 at 4% or $264,373 at 6%; with 50% employer match about $264,373 at 4% or $176,249 at 6%; with 100% employer match about $198,280 at 4% or $132,186 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-11$1,234,596$64,193$5,836iApproximate average salary by contribution assumption: employee only about $145,893 at 4% or $97,262 at 6%; with 50% employer match about $97,262 at 4% or $64,841 at 6%; with 100% employer match about $72,947 at 4% or $48,631 at 6%.
2015211$2,454,879$191,766$17,433iApproximate average salary by contribution assumption: employee only about $435,832 at 4% or $290,555 at 6%; with 50% employer match about $290,555 at 4% or $193,703 at 6%; with 100% employer match about $217,916 at 4% or $145,277 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-8$1,363,882$132,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-11$1,090,997$59,766$5,433iApproximate average salary by contribution assumption: employee only about $135,832 at 4% or $90,555 at 6%; with 50% employer match about $90,555 at 4% or $60,370 at 6%; with 100% employer match about $67,916 at 4% or $45,277 at 6%.
2014211$2,342,018$277,397$25,218iApproximate average salary by contribution assumption: employee only about $630,448 at 4% or $420,298 at 6%; with 50% employer match about $420,298 at 4% or $280,199 at 6%; with 100% employer match about $315,224 at 4% or $210,149 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-8$1,258,635$220,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-11$1,083,383$57,397$5,218iApproximate average salary by contribution assumption: employee only about $130,448 at 4% or $86,965 at 6%; with 50% employer match about $86,965 at 4% or $57,977 at 6%; with 100% employer match about $65,224 at 4% or $43,483 at 6%.
2013210$2,028,748$271,828$27,183iApproximate average salary by contribution assumption: employee only about $679,570 at 4% or $453,047 at 6%; with 50% employer match about $453,047 at 4% or $302,031 at 6%; with 100% employer match about $339,785 at 4% or $226,523 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-7$1,020,576$220,000$31,429iApproximate average salary by contribution assumption: employee only about $785,714 at 4% or $523,810 at 6%; with 50% employer match about $523,810 at 4% or $349,206 at 6%; with 100% employer match about $392,857 at 4% or $261,905 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-10$1,008,172$51,828$5,183iApproximate average salary by contribution assumption: employee only about $129,570 at 4% or $86,380 at 6%; with 50% employer match about $86,380 at 4% or $57,587 at 6%; with 100% employer match about $64,785 at 4% or $43,190 at 6%.
201229$1,531,737$276,000$30,667iApproximate average salary by contribution assumption: employee only about $766,667 at 4% or $511,111 at 6%; with 50% employer match about $511,111 at 4% or $340,741 at 6%; with 100% employer match about $383,333 at 4% or $255,556 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-9$816,576$55,787$6,199iApproximate average salary by contribution assumption: employee only about $154,964 at 4% or $103,309 at 6%; with 50% employer match about $103,309 at 4% or $68,873 at 6%; with 100% employer match about $77,482 at 4% or $51,655 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-7$715,161$220,213$31,459iApproximate average salary by contribution assumption: employee only about $786,475 at 4% or $524,317 at 6%; with 50% employer match about $524,317 at 4% or $349,544 at 6%; with 100% employer match about $393,238 at 4% or $262,158 at 6%.
201129$1,136,843$267,007$29,667iApproximate average salary by contribution assumption: employee only about $741,686 at 4% or $494,457 at 6%; with 50% employer match about $494,457 at 4% or $329,638 at 6%; with 100% employer match about $370,843 at 4% or $247,229 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-9$672,729$91,385$10,154iApproximate average salary by contribution assumption: employee only about $253,847 at 4% or $169,231 at 6%; with 50% employer match about $169,231 at 4% or $112,821 at 6%; with 100% employer match about $126,924 at 4% or $84,616 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-6$464,114$175,622$29,270iApproximate average salary by contribution assumption: employee only about $731,758 at 4% or $487,839 at 6%; with 50% employer match about $487,839 at 4% or $325,226 at 6%; with 100% employer match about $365,879 at 4% or $243,919 at 6%.
201029$910,241$230,781$25,642iApproximate average salary by contribution assumption: employee only about $641,058 at 4% or $427,372 at 6%; with 50% employer match about $427,372 at 4% or $284,915 at 6%; with 100% employer match about $320,529 at 4% or $213,686 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-9$613,362$73,159$8,129iApproximate average salary by contribution assumption: employee only about $203,219 at 4% or $135,480 at 6%; with 50% employer match about $135,480 at 4% or $90,320 at 6%; with 100% employer match about $101,610 at 4% or $67,740 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-6$296,879$157,622$26,270iApproximate average salary by contribution assumption: employee only about $656,758 at 4% or $437,839 at 6%; with 50% employer match about $437,839 at 4% or $291,893 at 6%; with 100% employer match about $328,379 at 4% or $218,919 at 6%.
200927$586,103$575,719$82,246iApproximate average salary by contribution assumption: employee only about $2,056,139 at 4% or $1,370,760 at 6%; with 50% employer match about $1,370,760 at 4% or $913,840 at 6%; with 100% employer match about $1,028,070 at 4% or $685,380 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated 401(K) Plan & Trust-7$460,979$450,595$64,371iApproximate average salary by contribution assumption: employee only about $1,609,268 at 4% or $1,072,845 at 6%; with 50% employer match about $1,072,845 at 4% or $715,230 at 6%; with 100% employer match about $804,634 at 4% or $536,423 at 6%.
Alex R. Mcdonald Phd, Dds Incorporated Defined Benefit Plan & Trust-7$125,124$125,124$17,875iApproximate average salary by contribution assumption: employee only about $446,871 at 4% or $297,914 at 6%; with 50% employer match about $297,914 at 4% or $198,610 at 6%; with 100% employer match about $223,436 at 4% or $148,957 at 6%.