Civic Intelligence

Dale E. Brandon, D.D.S.

Plan context: Dale E. Brandon, D.D.S. Retirement Trust

EIN 95-2544804 • North Tustin, CA • 21 filings • 3 plans

12091 Woodbine DriveNorth Tustin, CA 92705
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,339,340

2020 Contributions

$37,908

Historical Graphs

Total Assets Over Time

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

$1,410,667$705,334$0199920102019YearValue
$1,339,340Latest year 2019

Participants Over Time

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

210199920102019YearValue
2Latest year 2019

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
202010$0$0-
Dale E. Brandon, D.D.S. Retirement Trust-0$0$0-
201912$1,339,340$37,908$18,954iApproximate average salary by contribution assumption: employee only about $473,850 at 4% or $315,900 at 6%; with 50% employer match about $315,900 at 4% or $210,600 at 6%; with 100% employer match about $236,925 at 4% or $157,950 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,339,340$37,908$18,954iApproximate average salary by contribution assumption: employee only about $473,850 at 4% or $315,900 at 6%; with 50% employer match about $315,900 at 4% or $210,600 at 6%; with 100% employer match about $236,925 at 4% or $157,950 at 6%.
201812$1,212,364$26,140$13,070iApproximate average salary by contribution assumption: employee only about $326,750 at 4% or $217,833 at 6%; with 50% employer match about $217,833 at 4% or $145,222 at 6%; with 100% employer match about $163,375 at 4% or $108,917 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,212,364$26,140$13,070iApproximate average salary by contribution assumption: employee only about $326,750 at 4% or $217,833 at 6%; with 50% employer match about $217,833 at 4% or $145,222 at 6%; with 100% employer match about $163,375 at 4% or $108,917 at 6%.
201712$1,318,483$27,754$13,877iApproximate average salary by contribution assumption: employee only about $346,925 at 4% or $231,283 at 6%; with 50% employer match about $231,283 at 4% or $154,189 at 6%; with 100% employer match about $173,463 at 4% or $115,642 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,318,483$27,754$13,877iApproximate average salary by contribution assumption: employee only about $346,925 at 4% or $231,283 at 6%; with 50% employer match about $231,283 at 4% or $154,189 at 6%; with 100% employer match about $173,463 at 4% or $115,642 at 6%.
201612$1,197,192$32,800$16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,197,192$32,800$16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%.
201512$1,215,439$23,324$11,662iApproximate average salary by contribution assumption: employee only about $291,550 at 4% or $194,367 at 6%; with 50% employer match about $194,367 at 4% or $129,578 at 6%; with 100% employer match about $145,775 at 4% or $97,183 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,215,439$23,324$11,662iApproximate average salary by contribution assumption: employee only about $291,550 at 4% or $194,367 at 6%; with 50% employer match about $194,367 at 4% or $129,578 at 6%; with 100% employer match about $145,775 at 4% or $97,183 at 6%.
201412$1,410,667$24,575$12,288iApproximate average salary by contribution assumption: employee only about $307,188 at 4% or $204,792 at 6%; with 50% employer match about $204,792 at 4% or $136,528 at 6%; with 100% employer match about $153,594 at 4% or $102,396 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,410,667$24,575$12,288iApproximate average salary by contribution assumption: employee only about $307,188 at 4% or $204,792 at 6%; with 50% employer match about $204,792 at 4% or $136,528 at 6%; with 100% employer match about $153,594 at 4% or $102,396 at 6%.
201312$1,357,708$23,986$11,993iApproximate average salary by contribution assumption: employee only about $299,825 at 4% or $199,883 at 6%; with 50% employer match about $199,883 at 4% or $133,256 at 6%; with 100% employer match about $149,913 at 4% or $99,942 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,357,708$23,986$11,993iApproximate average salary by contribution assumption: employee only about $299,825 at 4% or $199,883 at 6%; with 50% employer match about $199,883 at 4% or $133,256 at 6%; with 100% employer match about $149,913 at 4% or $99,942 at 6%.
201212$1,322,940$33,744$16,872iApproximate average salary by contribution assumption: employee only about $421,800 at 4% or $281,200 at 6%; with 50% employer match about $281,200 at 4% or $187,467 at 6%; with 100% employer match about $210,900 at 4% or $140,600 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,322,940$33,744$16,872iApproximate average salary by contribution assumption: employee only about $421,800 at 4% or $281,200 at 6%; with 50% employer match about $281,200 at 4% or $187,467 at 6%; with 100% employer match about $210,900 at 4% or $140,600 at 6%.
201112$1,247,101$31,401$15,701iApproximate average salary by contribution assumption: employee only about $392,513 at 4% or $261,675 at 6%; with 50% employer match about $261,675 at 4% or $174,450 at 6%; with 100% employer match about $196,256 at 4% or $130,838 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,247,101$31,401$15,701iApproximate average salary by contribution assumption: employee only about $392,513 at 4% or $261,675 at 6%; with 50% employer match about $261,675 at 4% or $174,450 at 6%; with 100% employer match about $196,256 at 4% or $130,838 at 6%.
201012$1,249,602$42,938$21,469iApproximate average salary by contribution assumption: employee only about $536,725 at 4% or $357,817 at 6%; with 50% employer match about $357,817 at 4% or $238,544 at 6%; with 100% employer match about $268,363 at 4% or $178,908 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,249,602$42,938$21,469iApproximate average salary by contribution assumption: employee only about $536,725 at 4% or $357,817 at 6%; with 50% employer match about $357,817 at 4% or $238,544 at 6%; with 100% employer match about $268,363 at 4% or $178,908 at 6%.
200912$1,137,386$41,863$20,932iApproximate average salary by contribution assumption: employee only about $523,288 at 4% or $348,858 at 6%; with 50% employer match about $348,858 at 4% or $232,572 at 6%; with 100% employer match about $261,644 at 4% or $174,429 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,137,386$41,863$20,932iApproximate average salary by contribution assumption: employee only about $523,288 at 4% or $348,858 at 6%; with 50% employer match about $348,858 at 4% or $232,572 at 6%; with 100% employer match about $261,644 at 4% or $174,429 at 6%.
200812$743,933$46,063$23,032iApproximate average salary by contribution assumption: employee only about $575,788 at 4% or $383,858 at 6%; with 50% employer match about $383,858 at 4% or $255,906 at 6%; with 100% employer match about $287,894 at 4% or $191,929 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$743,933$46,063$23,032iApproximate average salary by contribution assumption: employee only about $575,788 at 4% or $383,858 at 6%; with 50% employer match about $383,858 at 4% or $255,906 at 6%; with 100% employer match about $287,894 at 4% or $191,929 at 6%.
200712$1,183,263$50,199$25,100iApproximate average salary by contribution assumption: employee only about $627,488 at 4% or $418,325 at 6%; with 50% employer match about $418,325 at 4% or $278,883 at 6%; with 100% employer match about $313,744 at 4% or $209,163 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,183,263$50,199$25,100iApproximate average salary by contribution assumption: employee only about $627,488 at 4% or $418,325 at 6%; with 50% employer match about $418,325 at 4% or $278,883 at 6%; with 100% employer match about $313,744 at 4% or $209,163 at 6%.
200612$1,093,455$49,185$24,593iApproximate average salary by contribution assumption: employee only about $614,813 at 4% or $409,875 at 6%; with 50% employer match about $409,875 at 4% or $273,250 at 6%; with 100% employer match about $307,406 at 4% or $204,938 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$1,093,455$49,185$24,593iApproximate average salary by contribution assumption: employee only about $614,813 at 4% or $409,875 at 6%; with 50% employer match about $409,875 at 4% or $273,250 at 6%; with 100% employer match about $307,406 at 4% or $204,938 at 6%.
200512$935,449$47,733$23,867iApproximate average salary by contribution assumption: employee only about $596,663 at 4% or $397,775 at 6%; with 50% employer match about $397,775 at 4% or $265,183 at 6%; with 100% employer match about $298,331 at 4% or $198,888 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$935,449$47,733$23,867iApproximate average salary by contribution assumption: employee only about $596,663 at 4% or $397,775 at 6%; with 50% employer match about $397,775 at 4% or $265,183 at 6%; with 100% employer match about $298,331 at 4% or $198,888 at 6%.
200412$854,574$47,058$23,529iApproximate average salary by contribution assumption: employee only about $588,225 at 4% or $392,150 at 6%; with 50% employer match about $392,150 at 4% or $261,433 at 6%; with 100% employer match about $294,113 at 4% or $196,075 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$854,574$47,058$23,529iApproximate average salary by contribution assumption: employee only about $588,225 at 4% or $392,150 at 6%; with 50% employer match about $392,150 at 4% or $261,433 at 6%; with 100% employer match about $294,113 at 4% or $196,075 at 6%.
200312$745,786$45,126$22,563iApproximate average salary by contribution assumption: employee only about $564,075 at 4% or $376,050 at 6%; with 50% employer match about $376,050 at 4% or $250,700 at 6%; with 100% employer match about $282,038 at 4% or $188,025 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-2$745,786$45,126$22,563iApproximate average salary by contribution assumption: employee only about $564,075 at 4% or $376,050 at 6%; with 50% employer match about $376,050 at 4% or $250,700 at 6%; with 100% employer match about $282,038 at 4% or $188,025 at 6%.
200111$0$0-
Dale E. Brandon, D.D.S. Retirement Trust-1---
200011$648,837$25,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-1$648,837$25,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
199911$679,026$22,033$22,033iApproximate average salary by contribution assumption: employee only about $550,825 at 4% or $367,217 at 6%; with 50% employer match about $367,217 at 4% or $244,811 at 6%; with 100% employer match about $275,413 at 4% or $183,608 at 6%.
Dale E. Brandon, D.D.S. Retirement Trust-1$679,026$22,033$22,033iApproximate average salary by contribution assumption: employee only about $550,825 at 4% or $367,217 at 6%; with 50% employer match about $367,217 at 4% or $244,811 at 6%; with 100% employer match about $275,413 at 4% or $183,608 at 6%.