Civic Intelligence

Gary C Jones Dds & Peter M Kellen D Apc

Plan context: Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan

EIN 95-3420906 • Lake Forest, CA • 26 filings • 12 plans

24400 Muirlands Blvd., - DLake Forest, CA 92630
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,350,794

2024 Contributions

$161,706

Historical Graphs

Total Assets Over Time

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

$3,034,087$1,517,044$0199920162024YearValue
$1,350,794Latest year 2024

Participants Over Time

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

1580199920122024YearValue
15Latest 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
2024115$1,350,794$161,706$10,780iApproximate average salary by contribution assumption: employee only about $269,510 at 4% or $179,673 at 6%; with 50% employer match about $179,673 at 4% or $119,782 at 6%; with 100% employer match about $134,755 at 4% or $89,837 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-15$1,350,794$161,706$10,780iApproximate average salary by contribution assumption: employee only about $269,510 at 4% or $179,673 at 6%; with 50% employer match about $179,673 at 4% or $119,782 at 6%; with 100% employer match about $134,755 at 4% or $89,837 at 6%.
2023114$1,057,295$127,900$9,136iApproximate average salary by contribution assumption: employee only about $228,393 at 4% or $152,262 at 6%; with 50% employer match about $152,262 at 4% or $101,508 at 6%; with 100% employer match about $114,196 at 4% or $76,131 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-14$1,057,295$127,900$9,136iApproximate average salary by contribution assumption: employee only about $228,393 at 4% or $152,262 at 6%; with 50% employer match about $152,262 at 4% or $101,508 at 6%; with 100% employer match about $114,196 at 4% or $76,131 at 6%.
2022113$764,338$20,800$1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-13$764,338$20,800$1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%.
2021115$934,253$119,711$7,981iApproximate average salary by contribution assumption: employee only about $199,518 at 4% or $133,012 at 6%; with 50% employer match about $133,012 at 4% or $88,675 at 6%; with 100% employer match about $99,759 at 4% or $66,506 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-15$934,253$119,711$7,981iApproximate average salary by contribution assumption: employee only about $199,518 at 4% or $133,012 at 6%; with 50% employer match about $133,012 at 4% or $88,675 at 6%; with 100% employer match about $99,759 at 4% or $66,506 at 6%.
2020114$1,463,162$107,640$7,689iApproximate average salary by contribution assumption: employee only about $192,214 at 4% or $128,143 at 6%; with 50% employer match about $128,143 at 4% or $85,429 at 6%; with 100% employer match about $96,107 at 4% or $64,071 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-14$1,463,162$107,640$7,689iApproximate average salary by contribution assumption: employee only about $192,214 at 4% or $128,143 at 6%; with 50% employer match about $128,143 at 4% or $85,429 at 6%; with 100% employer match about $96,107 at 4% or $64,071 at 6%.
2019113$1,134,119$109,644$8,434iApproximate average salary by contribution assumption: employee only about $210,854 at 4% or $140,569 at 6%; with 50% employer match about $140,569 at 4% or $93,713 at 6%; with 100% employer match about $105,427 at 4% or $70,285 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-13$1,134,119$109,644$8,434iApproximate average salary by contribution assumption: employee only about $210,854 at 4% or $140,569 at 6%; with 50% employer match about $140,569 at 4% or $93,713 at 6%; with 100% employer match about $105,427 at 4% or $70,285 at 6%.
2018112$1,022,800$121,642$10,137iApproximate average salary by contribution assumption: employee only about $253,421 at 4% or $168,947 at 6%; with 50% employer match about $168,947 at 4% or $112,631 at 6%; with 100% employer match about $126,710 at 4% or $84,474 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-12$1,022,800$121,642$10,137iApproximate average salary by contribution assumption: employee only about $253,421 at 4% or $168,947 at 6%; with 50% employer match about $168,947 at 4% or $112,631 at 6%; with 100% employer match about $126,710 at 4% or $84,474 at 6%.
2017114$1,830,583$121,140$8,653iApproximate average salary by contribution assumption: employee only about $216,321 at 4% or $144,214 at 6%; with 50% employer match about $144,214 at 4% or $96,143 at 6%; with 100% employer match about $108,161 at 4% or $72,107 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-14$1,830,583$121,140$8,653iApproximate average salary by contribution assumption: employee only about $216,321 at 4% or $144,214 at 6%; with 50% employer match about $144,214 at 4% or $96,143 at 6%; with 100% employer match about $108,161 at 4% or $72,107 at 6%.
2016112$1,707,660$111,935$9,328iApproximate average salary by contribution assumption: employee only about $233,198 at 4% or $155,465 at 6%; with 50% employer match about $155,465 at 4% or $103,644 at 6%; with 100% employer match about $116,599 at 4% or $77,733 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-12$1,707,660$111,935$9,328iApproximate average salary by contribution assumption: employee only about $233,198 at 4% or $155,465 at 6%; with 50% employer match about $155,465 at 4% or $103,644 at 6%; with 100% employer match about $116,599 at 4% or $77,733 at 6%.
2015112$1,415,120$111,237$9,270iApproximate average salary by contribution assumption: employee only about $231,744 at 4% or $154,496 at 6%; with 50% employer match about $154,496 at 4% or $102,997 at 6%; with 100% employer match about $115,872 at 4% or $77,248 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-12$1,415,120$111,237$9,270iApproximate average salary by contribution assumption: employee only about $231,744 at 4% or $154,496 at 6%; with 50% employer match about $154,496 at 4% or $102,997 at 6%; with 100% employer match about $115,872 at 4% or $77,248 at 6%.
2014111$2,551,283$257,773$23,434iApproximate average salary by contribution assumption: employee only about $585,848 at 4% or $390,565 at 6%; with 50% employer match about $390,565 at 4% or $260,377 at 6%; with 100% employer match about $292,924 at 4% or $195,283 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-11$2,551,283$257,773$23,434iApproximate average salary by contribution assumption: employee only about $585,848 at 4% or $390,565 at 6%; with 50% employer match about $390,565 at 4% or $260,377 at 6%; with 100% employer match about $292,924 at 4% or $195,283 at 6%.
2013112$2,399,333$127,194$10,600iApproximate average salary by contribution assumption: employee only about $264,988 at 4% or $176,658 at 6%; with 50% employer match about $176,658 at 4% or $117,772 at 6%; with 100% employer match about $132,494 at 4% or $88,329 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-12$2,399,333$127,194$10,600iApproximate average salary by contribution assumption: employee only about $264,988 at 4% or $176,658 at 6%; with 50% employer match about $176,658 at 4% or $117,772 at 6%; with 100% employer match about $132,494 at 4% or $88,329 at 6%.
2012111$3,034,087$124,082$11,280iApproximate average salary by contribution assumption: employee only about $282,005 at 4% or $188,003 at 6%; with 50% employer match about $188,003 at 4% or $125,335 at 6%; with 100% employer match about $141,002 at 4% or $94,002 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-11$3,034,087$124,082$11,280iApproximate average salary by contribution assumption: employee only about $282,005 at 4% or $188,003 at 6%; with 50% employer match about $188,003 at 4% or $125,335 at 6%; with 100% employer match about $141,002 at 4% or $94,002 at 6%.
2011112$2,705,593$110,372$9,198iApproximate average salary by contribution assumption: employee only about $229,942 at 4% or $153,294 at 6%; with 50% employer match about $153,294 at 4% or $102,196 at 6%; with 100% employer match about $114,971 at 4% or $76,647 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-12$2,705,593$110,372$9,198iApproximate average salary by contribution assumption: employee only about $229,942 at 4% or $153,294 at 6%; with 50% employer match about $153,294 at 4% or $102,196 at 6%; with 100% employer match about $114,971 at 4% or $76,647 at 6%.
2010112$2,554,827$114,089$9,507iApproximate average salary by contribution assumption: employee only about $237,685 at 4% or $158,457 at 6%; with 50% employer match about $158,457 at 4% or $105,638 at 6%; with 100% employer match about $118,843 at 4% or $79,228 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-12$2,554,827$114,089$9,507iApproximate average salary by contribution assumption: employee only about $237,685 at 4% or $158,457 at 6%; with 50% employer match about $158,457 at 4% or $105,638 at 6%; with 100% employer match about $118,843 at 4% or $79,228 at 6%.
2009111$2,375,730$159,532$14,503iApproximate average salary by contribution assumption: employee only about $362,573 at 4% or $241,715 at 6%; with 50% employer match about $241,715 at 4% or $161,143 at 6%; with 100% employer match about $181,286 at 4% or $120,858 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-11$2,375,730$159,532$14,503iApproximate average salary by contribution assumption: employee only about $362,573 at 4% or $241,715 at 6%; with 50% employer match about $241,715 at 4% or $161,143 at 6%; with 100% employer match about $181,286 at 4% or $120,858 at 6%.
2007111$0$0-
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2006111$0$0-
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2005111$0$0-
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2004111$0$0-
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2003113$0$0-
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2002111$0$0-
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200119$0$0-
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-9---
200019$0$0-
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-9---
1999212$1,051,196$86,649$7,221iApproximate average salary by contribution assumption: employee only about $180,519 at 4% or $120,346 at 6%; with 50% employer match about $120,346 at 4% or $80,231 at 6%; with 100% employer match about $90,259 at 4% or $60,173 at 6%.
Gary C Jones Dds & Peter M Kellen Dds Apc Profit Sharing Plan-12$1,051,196$86,649$7,221iApproximate average salary by contribution assumption: employee only about $180,519 at 4% or $120,346 at 6%; with 50% employer match about $120,346 at 4% or $80,231 at 6%; with 100% employer match about $90,259 at 4% or $60,173 at 6%.
Gary C. Jones & Peter M. Kellen, Dds Apc Profit Sharing Plan and Trust-0---