Civic Intelligence

Rosen & Benner, D.D.S. Inc.

Plan context: Richard D. Benner, D.D.S. Inc. Profit Sharing Plan

EIN 95-3671067 • Tustin, CA • 22 filings • 6 plans

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

Latest Year

2018

2018 Participants

4

2018 Assets

$1,394,876

2018 Contributions

$58,501

Historical Graphs

Total Assets Over Time

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

$1,394,876$697,438$0199920082017YearValue
$1,394,876Latest year 2017

Participants Over Time

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

950199920082017YearValue
4Latest year 2017

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
201810$0$0-
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-0$0--
201714$1,394,876$58,501$14,625iApproximate average salary by contribution assumption: employee only about $365,631 at 4% or $243,754 at 6%; with 50% employer match about $243,754 at 4% or $162,503 at 6%; with 100% employer match about $182,816 at 4% or $121,877 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-4$1,394,876$58,501$14,625iApproximate average salary by contribution assumption: employee only about $365,631 at 4% or $243,754 at 6%; with 50% employer match about $243,754 at 4% or $162,503 at 6%; with 100% employer match about $182,816 at 4% or $121,877 at 6%.
201615$1,269,230$56,110$11,222iApproximate average salary by contribution assumption: employee only about $280,550 at 4% or $187,033 at 6%; with 50% employer match about $187,033 at 4% or $124,689 at 6%; with 100% employer match about $140,275 at 4% or $93,517 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-5$1,269,230$56,110$11,222iApproximate average salary by contribution assumption: employee only about $280,550 at 4% or $187,033 at 6%; with 50% employer match about $187,033 at 4% or $124,689 at 6%; with 100% employer match about $140,275 at 4% or $93,517 at 6%.
201515$1,203,954$60,933$12,187iApproximate average salary by contribution assumption: employee only about $304,665 at 4% or $203,110 at 6%; with 50% employer match about $203,110 at 4% or $135,407 at 6%; with 100% employer match about $152,333 at 4% or $101,555 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-5$1,203,954$60,933$12,187iApproximate average salary by contribution assumption: employee only about $304,665 at 4% or $203,110 at 6%; with 50% employer match about $203,110 at 4% or $135,407 at 6%; with 100% employer match about $152,333 at 4% or $101,555 at 6%.
201415$1,138,065$61,229$12,246iApproximate average salary by contribution assumption: employee only about $306,145 at 4% or $204,097 at 6%; with 50% employer match about $204,097 at 4% or $136,064 at 6%; with 100% employer match about $153,073 at 4% or $102,048 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-5$1,138,065$61,229$12,246iApproximate average salary by contribution assumption: employee only about $306,145 at 4% or $204,097 at 6%; with 50% employer match about $204,097 at 4% or $136,064 at 6%; with 100% employer match about $153,073 at 4% or $102,048 at 6%.
201316$1,110,853$62,415$10,403iApproximate average salary by contribution assumption: employee only about $260,063 at 4% or $173,375 at 6%; with 50% employer match about $173,375 at 4% or $115,583 at 6%; with 100% employer match about $130,031 at 4% or $86,688 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$1,110,853$62,415$10,403iApproximate average salary by contribution assumption: employee only about $260,063 at 4% or $173,375 at 6%; with 50% employer match about $173,375 at 4% or $115,583 at 6%; with 100% employer match about $130,031 at 4% or $86,688 at 6%.
201216$995,304$58,048$9,675iApproximate average salary by contribution assumption: employee only about $241,867 at 4% or $161,244 at 6%; with 50% employer match about $161,244 at 4% or $107,496 at 6%; with 100% employer match about $120,933 at 4% or $80,622 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$995,304$58,048$9,675iApproximate average salary by contribution assumption: employee only about $241,867 at 4% or $161,244 at 6%; with 50% employer match about $161,244 at 4% or $107,496 at 6%; with 100% employer match about $120,933 at 4% or $80,622 at 6%.
201116$945,547$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$945,547$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201016$865,909$74,150$12,358iApproximate average salary by contribution assumption: employee only about $308,958 at 4% or $205,972 at 6%; with 50% employer match about $205,972 at 4% or $137,315 at 6%; with 100% employer match about $154,479 at 4% or $102,986 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$865,909$74,150$12,358iApproximate average salary by contribution assumption: employee only about $308,958 at 4% or $205,972 at 6%; with 50% employer match about $205,972 at 4% or $137,315 at 6%; with 100% employer match about $154,479 at 4% or $102,986 at 6%.
200917$822,201$71,944$10,278iApproximate average salary by contribution assumption: employee only about $256,943 at 4% or $171,295 at 6%; with 50% employer match about $171,295 at 4% or $114,197 at 6%; with 100% employer match about $128,471 at 4% or $85,648 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-7$822,201$71,944$10,278iApproximate average salary by contribution assumption: employee only about $256,943 at 4% or $171,295 at 6%; with 50% employer match about $171,295 at 4% or $114,197 at 6%; with 100% employer match about $128,471 at 4% or $85,648 at 6%.
200816$784,650$67,000$11,167iApproximate average salary by contribution assumption: employee only about $279,167 at 4% or $186,111 at 6%; with 50% employer match about $186,111 at 4% or $124,074 at 6%; with 100% employer match about $139,583 at 4% or $93,056 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$784,650$67,000$11,167iApproximate average salary by contribution assumption: employee only about $279,167 at 4% or $186,111 at 6%; with 50% employer match about $186,111 at 4% or $124,074 at 6%; with 100% employer match about $139,583 at 4% or $93,056 at 6%.
200716$894,400$89,005$14,834iApproximate average salary by contribution assumption: employee only about $370,854 at 4% or $247,236 at 6%; with 50% employer match about $247,236 at 4% or $164,824 at 6%; with 100% employer match about $185,427 at 4% or $123,618 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$894,400$89,005$14,834iApproximate average salary by contribution assumption: employee only about $370,854 at 4% or $247,236 at 6%; with 50% employer match about $247,236 at 4% or $164,824 at 6%; with 100% employer match about $185,427 at 4% or $123,618 at 6%.
200617$599,137$91,649$13,093iApproximate average salary by contribution assumption: employee only about $327,318 at 4% or $218,212 at 6%; with 50% employer match about $218,212 at 4% or $145,475 at 6%; with 100% employer match about $163,659 at 4% or $109,106 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-7$599,137$91,649$13,093iApproximate average salary by contribution assumption: employee only about $327,318 at 4% or $218,212 at 6%; with 50% employer match about $218,212 at 4% or $145,475 at 6%; with 100% employer match about $163,659 at 4% or $109,106 at 6%.
200517$504,566$84,836$12,119iApproximate average salary by contribution assumption: employee only about $302,986 at 4% or $201,990 at 6%; with 50% employer match about $201,990 at 4% or $134,660 at 6%; with 100% employer match about $151,493 at 4% or $100,995 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-7$504,566$84,836$12,119iApproximate average salary by contribution assumption: employee only about $302,986 at 4% or $201,990 at 6%; with 50% employer match about $201,990 at 4% or $134,660 at 6%; with 100% employer match about $151,493 at 4% or $100,995 at 6%.
200416$458,665$65,959$10,993iApproximate average salary by contribution assumption: employee only about $274,829 at 4% or $183,219 at 6%; with 50% employer match about $183,219 at 4% or $122,146 at 6%; with 100% employer match about $137,415 at 4% or $91,610 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$458,665$65,959$10,993iApproximate average salary by contribution assumption: employee only about $274,829 at 4% or $183,219 at 6%; with 50% employer match about $183,219 at 4% or $122,146 at 6%; with 100% employer match about $137,415 at 4% or $91,610 at 6%.
200316$372,871$67,855$11,309iApproximate average salary by contribution assumption: employee only about $282,729 at 4% or $188,486 at 6%; with 50% employer match about $188,486 at 4% or $125,657 at 6%; with 100% employer match about $141,365 at 4% or $94,243 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$372,871$67,855$11,309iApproximate average salary by contribution assumption: employee only about $282,729 at 4% or $188,486 at 6%; with 50% employer match about $188,486 at 4% or $125,657 at 6%; with 100% employer match about $141,365 at 4% or $94,243 at 6%.
200216$280,931$61,443$10,241iApproximate average salary by contribution assumption: employee only about $256,013 at 4% or $170,675 at 6%; with 50% employer match about $170,675 at 4% or $113,783 at 6%; with 100% employer match about $128,006 at 4% or $85,338 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-6$280,931$61,443$10,241iApproximate average salary by contribution assumption: employee only about $256,013 at 4% or $170,675 at 6%; with 50% employer match about $170,675 at 4% or $113,783 at 6%; with 100% employer match about $128,006 at 4% or $85,338 at 6%.
200123$203,209$169,956$56,652iApproximate average salary by contribution assumption: employee only about $1,416,300 at 4% or $944,200 at 6%; with 50% employer match about $944,200 at 4% or $629,467 at 6%; with 100% employer match about $708,150 at 4% or $472,100 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-3$203,209$169,956$56,652iApproximate average salary by contribution assumption: employee only about $1,416,300 at 4% or $944,200 at 6%; with 50% employer match about $944,200 at 4% or $629,467 at 6%; with 100% employer match about $708,150 at 4% or $472,100 at 6%.
Rosen & Benner, D.D.S. Inc., Defined Benefit Plan & Trust-0---
200023$31,817$31,817$10,606iApproximate average salary by contribution assumption: employee only about $265,142 at 4% or $176,761 at 6%; with 50% employer match about $176,761 at 4% or $117,841 at 6%; with 100% employer match about $132,571 at 4% or $88,381 at 6%.
Richard D. Benner, D.D.S. Inc. Profit Sharing Plan-3$31,817$31,817$10,606iApproximate average salary by contribution assumption: employee only about $265,142 at 4% or $176,761 at 6%; with 50% employer match about $176,761 at 4% or $117,841 at 6%; with 100% employer match about $132,571 at 4% or $88,381 at 6%.
Rosen & Benner, D.D.S. Inc., Defined Benefit Plan & Trust-0---
199919$823,718$0-
Rosen & Benner, D.D.S. Inc., Defined Benefit Plan & Trust-9$823,718--