Civic Intelligence

J. Thomas Chess, D.D.S., Inc.

Plan context: J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan

EIN 95-2599627 • Tustin, CA • 23 filings • 3 plans

511 East First Street, Suite CTustin, CA 92780
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,172,411

2024 Contributions

$65,363

Historical Graphs

Total Assets Over Time

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

$2,193,808$1,096,904$0200220142023YearValue
$2,172,411Latest year 2023

Participants Over Time

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

740200220132023YearValue
7Latest year 2023

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
202410$0$0-
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-0$0--
202317$2,172,411$65,363$9,338iApproximate average salary by contribution assumption: employee only about $233,439 at 4% or $155,626 at 6%; with 50% employer match about $155,626 at 4% or $103,751 at 6%; with 100% employer match about $116,720 at 4% or $77,813 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-7$2,172,411$65,363$9,338iApproximate average salary by contribution assumption: employee only about $233,439 at 4% or $155,626 at 6%; with 50% employer match about $155,626 at 4% or $103,751 at 6%; with 100% employer match about $116,720 at 4% or $77,813 at 6%.
202216$1,909,277$78,499$13,083iApproximate average salary by contribution assumption: employee only about $327,079 at 4% or $218,053 at 6%; with 50% employer match about $218,053 at 4% or $145,369 at 6%; with 100% employer match about $163,540 at 4% or $109,026 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$1,909,277$78,499$13,083iApproximate average salary by contribution assumption: employee only about $327,079 at 4% or $218,053 at 6%; with 50% employer match about $218,053 at 4% or $145,369 at 6%; with 100% employer match about $163,540 at 4% or $109,026 at 6%.
202115$2,193,808$78,798$15,760iApproximate average salary by contribution assumption: employee only about $393,990 at 4% or $262,660 at 6%; with 50% employer match about $262,660 at 4% or $175,107 at 6%; with 100% employer match about $196,995 at 4% or $131,330 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-5$2,193,808$78,798$15,760iApproximate average salary by contribution assumption: employee only about $393,990 at 4% or $262,660 at 6%; with 50% employer match about $262,660 at 4% or $175,107 at 6%; with 100% employer match about $196,995 at 4% or $131,330 at 6%.
202015$2,065,678$77,741$15,548iApproximate average salary by contribution assumption: employee only about $388,705 at 4% or $259,137 at 6%; with 50% employer match about $259,137 at 4% or $172,758 at 6%; with 100% employer match about $194,353 at 4% or $129,568 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-5$2,065,678$77,741$15,548iApproximate average salary by contribution assumption: employee only about $388,705 at 4% or $259,137 at 6%; with 50% employer match about $259,137 at 4% or $172,758 at 6%; with 100% employer match about $194,353 at 4% or $129,568 at 6%.
201915$1,512,455$83,872$16,774iApproximate average salary by contribution assumption: employee only about $419,360 at 4% or $279,573 at 6%; with 50% employer match about $279,573 at 4% or $186,382 at 6%; with 100% employer match about $209,680 at 4% or $139,787 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-5$1,512,455$83,872$16,774iApproximate average salary by contribution assumption: employee only about $419,360 at 4% or $279,573 at 6%; with 50% employer match about $279,573 at 4% or $186,382 at 6%; with 100% employer match about $209,680 at 4% or $139,787 at 6%.
201815$1,234,136$83,474$16,695iApproximate average salary by contribution assumption: employee only about $417,370 at 4% or $278,247 at 6%; with 50% employer match about $278,247 at 4% or $185,498 at 6%; with 100% employer match about $208,685 at 4% or $139,123 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-5$1,234,136$83,474$16,695iApproximate average salary by contribution assumption: employee only about $417,370 at 4% or $278,247 at 6%; with 50% employer match about $278,247 at 4% or $185,498 at 6%; with 100% employer match about $208,685 at 4% or $139,123 at 6%.
201714$1,366,770$78,146$19,537iApproximate average salary by contribution assumption: employee only about $488,413 at 4% or $325,608 at 6%; with 50% employer match about $325,608 at 4% or $217,072 at 6%; with 100% employer match about $244,206 at 4% or $162,804 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-4$1,366,770$78,146$19,537iApproximate average salary by contribution assumption: employee only about $488,413 at 4% or $325,608 at 6%; with 50% employer match about $325,608 at 4% or $217,072 at 6%; with 100% employer match about $244,206 at 4% or $162,804 at 6%.
201615$1,099,115$81,071$16,214iApproximate average salary by contribution assumption: employee only about $405,355 at 4% or $270,237 at 6%; with 50% employer match about $270,237 at 4% or $180,158 at 6%; with 100% employer match about $202,678 at 4% or $135,118 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-5$1,099,115$81,071$16,214iApproximate average salary by contribution assumption: employee only about $405,355 at 4% or $270,237 at 6%; with 50% employer match about $270,237 at 4% or $180,158 at 6%; with 100% employer match about $202,678 at 4% or $135,118 at 6%.
201516$1,227,992$125,010$20,835iApproximate average salary by contribution assumption: employee only about $520,875 at 4% or $347,250 at 6%; with 50% employer match about $347,250 at 4% or $231,500 at 6%; with 100% employer match about $260,438 at 4% or $173,625 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$1,227,992$125,010$20,835iApproximate average salary by contribution assumption: employee only about $520,875 at 4% or $347,250 at 6%; with 50% employer match about $347,250 at 4% or $231,500 at 6%; with 100% employer match about $260,438 at 4% or $173,625 at 6%.
201416$1,180,773$121,829$20,305iApproximate average salary by contribution assumption: employee only about $507,621 at 4% or $338,414 at 6%; with 50% employer match about $338,414 at 4% or $225,609 at 6%; with 100% employer match about $253,810 at 4% or $169,207 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$1,180,773$121,829$20,305iApproximate average salary by contribution assumption: employee only about $507,621 at 4% or $338,414 at 6%; with 50% employer match about $338,414 at 4% or $225,609 at 6%; with 100% employer match about $253,810 at 4% or $169,207 at 6%.
201316$1,039,897$121,821$20,304iApproximate average salary by contribution assumption: employee only about $507,588 at 4% or $338,392 at 6%; with 50% employer match about $338,392 at 4% or $225,594 at 6%; with 100% employer match about $253,794 at 4% or $169,196 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$1,039,897$121,821$20,304iApproximate average salary by contribution assumption: employee only about $507,588 at 4% or $338,392 at 6%; with 50% employer match about $338,392 at 4% or $225,594 at 6%; with 100% employer match about $253,794 at 4% or $169,196 at 6%.
201216$872,208$112,354$18,726iApproximate average salary by contribution assumption: employee only about $468,142 at 4% or $312,094 at 6%; with 50% employer match about $312,094 at 4% or $208,063 at 6%; with 100% employer match about $234,071 at 4% or $156,047 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$872,208$112,354$18,726iApproximate average salary by contribution assumption: employee only about $468,142 at 4% or $312,094 at 6%; with 50% employer match about $312,094 at 4% or $208,063 at 6%; with 100% employer match about $234,071 at 4% or $156,047 at 6%.
201116$687,587$108,307$18,051iApproximate average salary by contribution assumption: employee only about $451,279 at 4% or $300,853 at 6%; with 50% employer match about $300,853 at 4% or $200,569 at 6%; with 100% employer match about $225,640 at 4% or $150,426 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$687,587$108,307$18,051iApproximate average salary by contribution assumption: employee only about $451,279 at 4% or $300,853 at 6%; with 50% employer match about $300,853 at 4% or $200,569 at 6%; with 100% employer match about $225,640 at 4% or $150,426 at 6%.
201016$611,120$99,933$16,656iApproximate average salary by contribution assumption: employee only about $416,388 at 4% or $277,592 at 6%; with 50% employer match about $277,592 at 4% or $185,061 at 6%; with 100% employer match about $208,194 at 4% or $138,796 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$611,120$99,933$16,656iApproximate average salary by contribution assumption: employee only about $416,388 at 4% or $277,592 at 6%; with 50% employer match about $277,592 at 4% or $185,061 at 6%; with 100% employer match about $208,194 at 4% or $138,796 at 6%.
200916$479,482$91,123$15,187iApproximate average salary by contribution assumption: employee only about $379,679 at 4% or $253,119 at 6%; with 50% employer match about $253,119 at 4% or $168,746 at 6%; with 100% employer match about $189,840 at 4% or $126,560 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$479,482$91,123$15,187iApproximate average salary by contribution assumption: employee only about $379,679 at 4% or $253,119 at 6%; with 50% employer match about $253,119 at 4% or $168,746 at 6%; with 100% employer match about $189,840 at 4% or $126,560 at 6%.
200816$334,427$96,396$16,066iApproximate average salary by contribution assumption: employee only about $401,650 at 4% or $267,767 at 6%; with 50% employer match about $267,767 at 4% or $178,511 at 6%; with 100% employer match about $200,825 at 4% or $133,883 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$334,427$96,396$16,066iApproximate average salary by contribution assumption: employee only about $401,650 at 4% or $267,767 at 6%; with 50% employer match about $267,767 at 4% or $178,511 at 6%; with 100% employer match about $200,825 at 4% or $133,883 at 6%.
200716$0$0-
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6---
200616$218,644$110,164$18,361iApproximate average salary by contribution assumption: employee only about $459,017 at 4% or $306,011 at 6%; with 50% employer match about $306,011 at 4% or $204,007 at 6%; with 100% employer match about $229,508 at 4% or $153,006 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$218,644$110,164$18,361iApproximate average salary by contribution assumption: employee only about $459,017 at 4% or $306,011 at 6%; with 50% employer match about $306,011 at 4% or $204,007 at 6%; with 100% employer match about $229,508 at 4% or $153,006 at 6%.
200516$104,755$103,722$17,287iApproximate average salary by contribution assumption: employee only about $432,175 at 4% or $288,117 at 6%; with 50% employer match about $288,117 at 4% or $192,078 at 6%; with 100% employer match about $216,088 at 4% or $144,058 at 6%.
J. Thomas Chess, D.D.S. Inc. 401K Profit Sharing Plan-6$104,755$103,722$17,287iApproximate average salary by contribution assumption: employee only about $432,175 at 4% or $288,117 at 6%; with 50% employer match about $288,117 at 4% or $192,078 at 6%; with 100% employer match about $216,088 at 4% or $144,058 at 6%.
200410$0$119,030-
J. THOMAS CHESS, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-0-$119,030-
200312$296,643$124,086$62,043iApproximate average salary by contribution assumption: employee only about $1,551,075 at 4% or $1,034,050 at 6%; with 50% employer match about $1,034,050 at 4% or $689,367 at 6%; with 100% employer match about $775,538 at 4% or $517,025 at 6%.
J. THOMAS CHESS, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-2$296,643$124,086$62,043iApproximate average salary by contribution assumption: employee only about $1,551,075 at 4% or $1,034,050 at 6%; with 50% employer match about $1,034,050 at 4% or $689,367 at 6%; with 100% employer match about $775,538 at 4% or $517,025 at 6%.
200212$166,726$166,726$83,363iApproximate average salary by contribution assumption: employee only about $2,084,075 at 4% or $1,389,383 at 6%; with 50% employer match about $1,389,383 at 4% or $926,256 at 6%; with 100% employer match about $1,042,038 at 4% or $694,692 at 6%.
J. THOMAS CHESS, D.D.S., INC. DEFINED BENEFIT PLAN-2$166,726$166,726$83,363iApproximate average salary by contribution assumption: employee only about $2,084,075 at 4% or $1,389,383 at 6%; with 50% employer match about $1,389,383 at 4% or $926,256 at 6%; with 100% employer match about $1,042,038 at 4% or $694,692 at 6%.