Gary Joel Braunstein, D.D.S. Inc.
Plan context: Gary Joel Braunstein, Dds Inc. Cash Balance Plan
EIN 95-3549908 • Carlsbad, CA • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$160,992
2024 Contributions
$18,021
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $160,992 | $0 | - |
| Gary Joel Braunstein, Dds Inc. Cash Balance Plan | - | 2 | $96,485 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 5 | $64,507 | $0 | - |
| 2023 | 2 | 5 | $150,598 | $18,021 | $3,604iApproximate average salary by contribution assumption: employee only about $90,105 at 4% or $60,070 at 6%; with 50% employer match about $60,070 at 4% or $40,047 at 6%; with 100% employer match about $45,053 at 4% or $30,035 at 6%. |
| Gary Joel Braunstein, Dds Inc. Cash Balance Plan | - | 2 | $90,385 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 5 | $60,213 | $18,021 | $3,604iApproximate average salary by contribution assumption: employee only about $90,105 at 4% or $60,070 at 6%; with 50% employer match about $60,070 at 4% or $40,047 at 6%; with 100% employer match about $45,053 at 4% or $30,035 at 6%. |
| 2022 | 2 | 5 | $121,227 | $0 | - |
| Gary Joel Braunstein, Dds Inc. Cash Balance Plan | - | 2 | $83,468 | - | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 5 | $37,759 | $0 | - |
| 2021 | 2 | 5 | $143,026 | $0 | - |
| Gary Joel Braunstein, Dds Inc. Cash Balance Plan | - | 2 | $98,153 | - | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 5 | $44,873 | $0 | - |
| 2020 | 2 | 5 | $135,511 | $0 | - |
| Gary Joel Braunstein, Dds Inc. Cash Balance Plan | - | 2 | $93,133 | - | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 5 | $42,378 | $0 | - |
| 2018 | 2 | 5 | $99,680 | $0 | - |
| Gary Joel Braunstein, Dds Inc. Cash Balance Plan | - | 5 | $66,769 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 5 | $32,911 | $0 | - |
| 2017 | 2 | 5 | $304,446 | $187,457 | $37,491iApproximate average salary by contribution assumption: employee only about $937,285 at 4% or $624,857 at 6%; with 50% employer match about $624,857 at 4% or $416,571 at 6%; with 100% employer match about $468,643 at 4% or $312,428 at 6%. |
| Gary Joel Braunstein, Dds Inc. Cash Balance Plan | - | 5 | $269,352 | $187,457 | $37,491iApproximate average salary by contribution assumption: employee only about $937,285 at 4% or $624,857 at 6%; with 50% employer match about $624,857 at 4% or $416,571 at 6%; with 100% employer match about $468,643 at 4% or $312,428 at 6%. |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 5 | $35,094 | $0 | - |
| 2016 | 2 | 5 | $109,008 | $109,008 | $21,802iApproximate average salary by contribution assumption: employee only about $545,040 at 4% or $363,360 at 6%; with 50% employer match about $363,360 at 4% or $242,240 at 6%; with 100% employer match about $272,520 at 4% or $181,680 at 6%. |
| Gary Joel Braunstein, Dds Inc. Cash Balance Plan | - | 5 | $74,893 | $74,893 | $14,979iApproximate average salary by contribution assumption: employee only about $374,465 at 4% or $249,643 at 6%; with 50% employer match about $249,643 at 4% or $166,429 at 6%; with 100% employer match about $187,233 at 4% or $124,822 at 6%. |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 5 | $34,115 | $34,115 | $6,823iApproximate average salary by contribution assumption: employee only about $170,575 at 4% or $113,717 at 6%; with 50% employer match about $113,717 at 4% or $75,811 at 6%; with 100% employer match about $85,288 at 4% or $56,858 at 6%. |
| 2015 | 1 | 0 | $0 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 3 | $8 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 3 | $8 | $0 | - |
| 2013 | 1 | 3 | $8 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 3 | $8 | $0 | - |
| 2012 | 1 | 3 | $8 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 3 | $8 | $0 | - |
| 2011 | 1 | 3 | $16 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 3 | $16 | $0 | - |
| 2010 | 1 | 3 | $5,403 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 3 | $5,403 | $0 | - |
| 2009 | 1 | 3 | $51,896 | $0 | - |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 3 | $51,896 | $0 | - |
| 2008 | 1 | 3 | $51,771 | $51,771 | $17,257iApproximate average salary by contribution assumption: employee only about $431,425 at 4% or $287,617 at 6%; with 50% employer match about $287,617 at 4% or $191,744 at 6%; with 100% employer match about $215,713 at 4% or $143,808 at 6%. |
| Gary Joel Braunstein D.D.S. Inc. Qualified Retirement Plan | - | 3 | $51,771 | $51,771 | $17,257iApproximate average salary by contribution assumption: employee only about $431,425 at 4% or $287,617 at 6%; with 50% employer match about $287,617 at 4% or $191,744 at 6%; with 100% employer match about $215,713 at 4% or $143,808 at 6%. |