Civic Intelligence

L. John Rose, D.D.S., a Professional Corp.

Plan context: L. John Rose, D.D.S., a Professional Corp. 401(K) Profit Sharing Plan

EIN 95-3068024 • Tustin, CA • 19 filings • 6 plans

511 E. First Street, Suite CTustin, CA 92780
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$708,620

2016 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,010,920$505,460$0200020092015YearValue
$708,620Latest year 2015

Participants Over Time

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

840200020082015YearValue
1Latest year 2015

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
201610$0$0-
L. John Rose, D.D.S., a Professional Corp. 401(K) Profit Sharing Plan-0---
201511$708,620$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
L. John Rose, D.D.S., a Professional Corp. 401(K) Profit Sharing Plan-1$708,620$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201417$691,238$0-
L. John Rose, D.D.S., a Professional Corp. 401(K) Profit Sharing Plan-7$691,238--
201318$772,620$15,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
L. John Rose, D.D.S., a Professional Corp. 401(K) Profit Sharing Plan-8$772,620$15,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
201218$688,647$15,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
L. John Rose, D.D.S., a Professional Corp. 401(K) Profit Sharing Plan-8$688,647$15,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
201126$616,454$384,114$64,019iApproximate average salary by contribution assumption: employee only about $1,600,475 at 4% or $1,066,983 at 6%; with 50% employer match about $1,066,983 at 4% or $711,322 at 6%; with 100% employer match about $800,238 at 4% or $533,492 at 6%.
L. John Rose, D.D.S., a Professional Corp. 401(K) Profit Sharing Plan-6$616,454$384,114$64,019iApproximate average salary by contribution assumption: employee only about $1,600,475 at 4% or $1,066,983 at 6%; with 50% employer match about $1,066,983 at 4% or $711,322 at 6%; with 100% employer match about $800,238 at 4% or $533,492 at 6%.
L. JOHN ROSE, D.D.S., A PC DEFINED BENEFIT PLAN-0---
201015$369,114$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
L. JOHN ROSE, D.D.S., A PC DEFINED BENEFIT PLAN-5$369,114$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
200927$682,276$0-
L. JOHN ROSE, D.D.S., A PROFESSIONAL CORP. DEFINED BENEFIT PLAN-6$682,276--
L. JOHN ROSE, D.D.S., A PROF. CORP. DEFINED BENEFIT PENSION PLAN-7$0--
200817$611,029$3,337$477iApproximate average salary by contribution assumption: employee only about $11,918 at 4% or $7,945 at 6%; with 50% employer match about $7,945 at 4% or $5,297 at 6%; with 100% employer match about $5,959 at 4% or $3,973 at 6%.
L. JOHN ROSE, D.D.S., A PROF. CORP. DEFINED BENEFIT PENSION PLAN-7$611,029$3,337$477iApproximate average salary by contribution assumption: employee only about $11,918 at 4% or $7,945 at 6%; with 50% employer match about $7,945 at 4% or $5,297 at 6%; with 100% employer match about $5,959 at 4% or $3,973 at 6%.
200714$0$0-
L. JOHN ROSE, D.D.S., A PROFESSIONAL CORP. DEFINED BENEFIT PLAN-4---
200614$809,521$21,027$5,257iApproximate average salary by contribution assumption: employee only about $131,419 at 4% or $87,613 at 6%; with 50% employer match about $87,613 at 4% or $58,408 at 6%; with 100% employer match about $65,709 at 4% or $43,806 at 6%.
L. JOHN ROSE, D.D.S., A PROFESSIONAL CORP. DEFINED BENEFIT PLAN-4$809,521$21,027$5,257iApproximate average salary by contribution assumption: employee only about $131,419 at 4% or $87,613 at 6%; with 50% employer match about $87,613 at 4% or $58,408 at 6%; with 100% employer match about $65,709 at 4% or $43,806 at 6%.
200515$781,888$33,000$6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%.
L. JOHN ROSE, D.D.S., A PROF. CORP. DEFINED BENEFIT PENSION PLAN-5$781,888$33,000$6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%.
200415$635,693$56,000$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
L. JOHN ROSE, D.D.S., A PROFESSIONAL CORP. DEFINED BENEFIT PLAN-5$635,693$56,000$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
200315$1,010,920$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
L. JOHN ROSE, D.D.S., A PROFESSIONAL CORP. DEFINED BENEFIT PLAN-5$1,010,920$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
200216$892,025$31,200$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
L. JOHN ROSE, D.D.S., A PROFESSIONAL CORP. DEFINED BENEFIT PLAN-6$892,025$31,200$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
200116$0$0-
L. JOHN ROSE, D.D.S., A PROF. CORP. DEFINED BENEFIT PLAN-6---
200015$993,365$0-
L. JOHN ROSE, D.D.S., A PC DEFINED BENEFIT PLAN-5$993,365--