Civic Intelligence

T. Alan Peterson, D.D.S.

Plan context: T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan

EIN 95-2655016 • Los Altos, CA • 20 filings • 3 plans

1115 Seena AvenueLos Altos, CA 94024-5403
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,267,975

2024 Contributions

$7,756

Historical Graphs

Total Assets Over Time

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

$1,267,975$633,988$0200520162024YearValue
$1,267,975Latest year 2024

Participants Over Time

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

950200520152024YearValue
7Latest 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
202417$1,267,975$0-
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-7$1,267,975--
202317$1,150,438$7,756$1,108iApproximate average salary by contribution assumption: employee only about $27,700 at 4% or $18,467 at 6%; with 50% employer match about $18,467 at 4% or $12,311 at 6%; with 100% employer match about $13,850 at 4% or $9,233 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-7$1,150,438$7,756$1,108iApproximate average salary by contribution assumption: employee only about $27,700 at 4% or $18,467 at 6%; with 50% employer match about $18,467 at 4% or $12,311 at 6%; with 100% employer match about $13,850 at 4% or $9,233 at 6%.
202217$1,042,165$19,143$2,735iApproximate average salary by contribution assumption: employee only about $68,368 at 4% or $45,579 at 6%; with 50% employer match about $45,579 at 4% or $30,386 at 6%; with 100% employer match about $34,184 at 4% or $22,789 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-7$1,042,165$19,143$2,735iApproximate average salary by contribution assumption: employee only about $68,368 at 4% or $45,579 at 6%; with 50% employer match about $45,579 at 4% or $30,386 at 6%; with 100% employer match about $34,184 at 4% or $22,789 at 6%.
202117$1,129,451$22,626$3,232iApproximate average salary by contribution assumption: employee only about $80,807 at 4% or $53,871 at 6%; with 50% employer match about $53,871 at 4% or $35,914 at 6%; with 100% employer match about $40,404 at 4% or $26,936 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-7$1,129,451$22,626$3,232iApproximate average salary by contribution assumption: employee only about $80,807 at 4% or $53,871 at 6%; with 50% employer match about $53,871 at 4% or $35,914 at 6%; with 100% employer match about $40,404 at 4% or $26,936 at 6%.
202017$977,397$19,256$2,751iApproximate average salary by contribution assumption: employee only about $68,771 at 4% or $45,848 at 6%; with 50% employer match about $45,848 at 4% or $30,565 at 6%; with 100% employer match about $34,386 at 4% or $22,924 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-7$977,397$19,256$2,751iApproximate average salary by contribution assumption: employee only about $68,771 at 4% or $45,848 at 6%; with 50% employer match about $45,848 at 4% or $30,565 at 6%; with 100% employer match about $34,386 at 4% or $22,924 at 6%.
201918$971,408$25,892$3,237iApproximate average salary by contribution assumption: employee only about $80,913 at 4% or $53,942 at 6%; with 50% employer match about $53,942 at 4% or $35,961 at 6%; with 100% employer match about $40,456 at 4% or $26,971 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8$971,408$25,892$3,237iApproximate average salary by contribution assumption: employee only about $80,913 at 4% or $53,942 at 6%; with 50% employer match about $53,942 at 4% or $35,961 at 6%; with 100% employer match about $40,456 at 4% or $26,971 at 6%.
201818$830,849$25,881$3,235iApproximate average salary by contribution assumption: employee only about $80,878 at 4% or $53,919 at 6%; with 50% employer match about $53,919 at 4% or $35,946 at 6%; with 100% employer match about $40,439 at 4% or $26,959 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8$830,849$25,881$3,235iApproximate average salary by contribution assumption: employee only about $80,878 at 4% or $53,919 at 6%; with 50% employer match about $53,919 at 4% or $35,946 at 6%; with 100% employer match about $40,439 at 4% or $26,959 at 6%.
201717$875,132$30,510$4,359iApproximate average salary by contribution assumption: employee only about $108,964 at 4% or $72,643 at 6%; with 50% employer match about $72,643 at 4% or $48,429 at 6%; with 100% employer match about $54,482 at 4% or $36,321 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-7$875,132$30,510$4,359iApproximate average salary by contribution assumption: employee only about $108,964 at 4% or $72,643 at 6%; with 50% employer match about $72,643 at 4% or $48,429 at 6%; with 100% employer match about $54,482 at 4% or $36,321 at 6%.
201618$1,011,370$37,497$4,687iApproximate average salary by contribution assumption: employee only about $117,178 at 4% or $78,119 at 6%; with 50% employer match about $78,119 at 4% or $52,079 at 6%; with 100% employer match about $58,589 at 4% or $39,059 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8$1,011,370$37,497$4,687iApproximate average salary by contribution assumption: employee only about $117,178 at 4% or $78,119 at 6%; with 50% employer match about $78,119 at 4% or $52,079 at 6%; with 100% employer match about $58,589 at 4% or $39,059 at 6%.
201519$1,023,402$49,027$5,447iApproximate average salary by contribution assumption: employee only about $136,186 at 4% or $90,791 at 6%; with 50% employer match about $90,791 at 4% or $60,527 at 6%; with 100% employer match about $68,093 at 4% or $45,395 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-9$1,023,402$49,027$5,447iApproximate average salary by contribution assumption: employee only about $136,186 at 4% or $90,791 at 6%; with 50% employer match about $90,791 at 4% or $60,527 at 6%; with 100% employer match about $68,093 at 4% or $45,395 at 6%.
201419$1,010,687$40,589$4,510iApproximate average salary by contribution assumption: employee only about $112,747 at 4% or $75,165 at 6%; with 50% employer match about $75,165 at 4% or $50,110 at 6%; with 100% employer match about $56,374 at 4% or $37,582 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-9$1,010,687$40,589$4,510iApproximate average salary by contribution assumption: employee only about $112,747 at 4% or $75,165 at 6%; with 50% employer match about $75,165 at 4% or $50,110 at 6%; with 100% employer match about $56,374 at 4% or $37,582 at 6%.
201319$953,434$43,096$4,788iApproximate average salary by contribution assumption: employee only about $119,711 at 4% or $79,807 at 6%; with 50% employer match about $79,807 at 4% or $53,205 at 6%; with 100% employer match about $59,856 at 4% or $39,904 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-9$953,434$43,096$4,788iApproximate average salary by contribution assumption: employee only about $119,711 at 4% or $79,807 at 6%; with 50% employer match about $79,807 at 4% or $53,205 at 6%; with 100% employer match about $59,856 at 4% or $39,904 at 6%.
201218$746,303$45,658$5,707iApproximate average salary by contribution assumption: employee only about $142,681 at 4% or $95,121 at 6%; with 50% employer match about $95,121 at 4% or $63,414 at 6%; with 100% employer match about $71,341 at 4% or $47,560 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8$746,303$45,658$5,707iApproximate average salary by contribution assumption: employee only about $142,681 at 4% or $95,121 at 6%; with 50% employer match about $95,121 at 4% or $63,414 at 6%; with 100% employer match about $71,341 at 4% or $47,560 at 6%.
201118$617,831$59,494$7,437iApproximate average salary by contribution assumption: employee only about $185,919 at 4% or $123,946 at 6%; with 50% employer match about $123,946 at 4% or $82,631 at 6%; with 100% employer match about $92,959 at 4% or $61,973 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8$617,831$59,494$7,437iApproximate average salary by contribution assumption: employee only about $185,919 at 4% or $123,946 at 6%; with 50% employer match about $123,946 at 4% or $82,631 at 6%; with 100% employer match about $92,959 at 4% or $61,973 at 6%.
201019$595,498$75,130$8,348iApproximate average salary by contribution assumption: employee only about $208,694 at 4% or $139,130 at 6%; with 50% employer match about $139,130 at 4% or $92,753 at 6%; with 100% employer match about $104,347 at 4% or $69,565 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-9$595,498$75,130$8,348iApproximate average salary by contribution assumption: employee only about $208,694 at 4% or $139,130 at 6%; with 50% employer match about $139,130 at 4% or $92,753 at 6%; with 100% employer match about $104,347 at 4% or $69,565 at 6%.
200919$454,917$82,601$9,178iApproximate average salary by contribution assumption: employee only about $229,447 at 4% or $152,965 at 6%; with 50% employer match about $152,965 at 4% or $101,977 at 6%; with 100% employer match about $114,724 at 4% or $76,482 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-9$454,917$82,601$9,178iApproximate average salary by contribution assumption: employee only about $229,447 at 4% or $152,965 at 6%; with 50% employer match about $152,965 at 4% or $101,977 at 6%; with 100% employer match about $114,724 at 4% or $76,482 at 6%.
200818$0$0-
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8---
200718$0$0-
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8---
200618$202,997$93,877$11,735iApproximate average salary by contribution assumption: employee only about $293,366 at 4% or $195,577 at 6%; with 50% employer match about $195,577 at 4% or $130,385 at 6%; with 100% employer match about $146,683 at 4% or $97,789 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8$202,997$93,877$11,735iApproximate average salary by contribution assumption: employee only about $293,366 at 4% or $195,577 at 6%; with 50% employer match about $195,577 at 4% or $130,385 at 6%; with 100% employer match about $146,683 at 4% or $97,789 at 6%.
200518$91,741$88,327$11,041iApproximate average salary by contribution assumption: employee only about $276,022 at 4% or $184,015 at 6%; with 50% employer match about $184,015 at 4% or $122,676 at 6%; with 100% employer match about $138,011 at 4% or $92,007 at 6%.
T. Alan Peterson, D.D.S. 401(K) Profit Sharing Plan-8$91,741$88,327$11,041iApproximate average salary by contribution assumption: employee only about $276,022 at 4% or $184,015 at 6%; with 50% employer match about $184,015 at 4% or $122,676 at 6%; with 100% employer match about $138,011 at 4% or $92,007 at 6%.