Civic Intelligence

A. Lee Neuenschwander, D.D.S.

Plan context: A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan

EIN 95-3743056 • Santa Barbara, CA • 22 filings • 3 plans

515 East Micheltorena St., Suite FSanta Barbara, CA 93103
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$4,527,374

2021 Contributions

$92,283

Historical Graphs

Total Assets Over Time

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

$4,527,374$2,263,687$0200020112020YearValue
$4,527,374Latest year 2020

Participants Over Time

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

530200020102020YearValue
5Latest year 2020

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
202110$0$0-
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-0$0$0-
202015$4,527,374$92,283$18,457iApproximate average salary by contribution assumption: employee only about $461,415 at 4% or $307,610 at 6%; with 50% employer match about $307,610 at 4% or $205,073 at 6%; with 100% employer match about $230,707 at 4% or $153,805 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-5$4,527,374$92,283$18,457iApproximate average salary by contribution assumption: employee only about $461,415 at 4% or $307,610 at 6%; with 50% employer match about $307,610 at 4% or $205,073 at 6%; with 100% employer match about $230,707 at 4% or $153,805 at 6%.
201915$3,847,016$80,519$16,104iApproximate average salary by contribution assumption: employee only about $402,595 at 4% or $268,397 at 6%; with 50% employer match about $268,397 at 4% or $178,931 at 6%; with 100% employer match about $201,298 at 4% or $134,198 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-5$3,847,016$80,519$16,104iApproximate average salary by contribution assumption: employee only about $402,595 at 4% or $268,397 at 6%; with 50% employer match about $268,397 at 4% or $178,931 at 6%; with 100% employer match about $201,298 at 4% or $134,198 at 6%.
201815$3,090,571$81,866$16,373iApproximate average salary by contribution assumption: employee only about $409,330 at 4% or $272,887 at 6%; with 50% employer match about $272,887 at 4% or $181,924 at 6%; with 100% employer match about $204,665 at 4% or $136,443 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-5$3,090,571$81,866$16,373iApproximate average salary by contribution assumption: employee only about $409,330 at 4% or $272,887 at 6%; with 50% employer match about $272,887 at 4% or $181,924 at 6%; with 100% employer match about $204,665 at 4% or $136,443 at 6%.
201715$3,083,852$80,724$16,145iApproximate average salary by contribution assumption: employee only about $403,620 at 4% or $269,080 at 6%; with 50% employer match about $269,080 at 4% or $179,387 at 6%; with 100% employer match about $201,810 at 4% or $134,540 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-5$3,083,852$80,724$16,145iApproximate average salary by contribution assumption: employee only about $403,620 at 4% or $269,080 at 6%; with 50% employer match about $269,080 at 4% or $179,387 at 6%; with 100% employer match about $201,810 at 4% or $134,540 at 6%.
201615$2,668,921$77,883$15,577iApproximate average salary by contribution assumption: employee only about $389,415 at 4% or $259,610 at 6%; with 50% employer match about $259,610 at 4% or $173,073 at 6%; with 100% employer match about $194,708 at 4% or $129,805 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-5$2,668,921$77,883$15,577iApproximate average salary by contribution assumption: employee only about $389,415 at 4% or $259,610 at 6%; with 50% employer match about $259,610 at 4% or $173,073 at 6%; with 100% employer match about $194,708 at 4% or $129,805 at 6%.
201515$2,416,102$76,857$15,371iApproximate average salary by contribution assumption: employee only about $384,285 at 4% or $256,190 at 6%; with 50% employer match about $256,190 at 4% or $170,793 at 6%; with 100% employer match about $192,143 at 4% or $128,095 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-5$2,416,102$76,857$15,371iApproximate average salary by contribution assumption: employee only about $384,285 at 4% or $256,190 at 6%; with 50% employer match about $256,190 at 4% or $170,793 at 6%; with 100% employer match about $192,143 at 4% or $128,095 at 6%.
201414$2,400,927$74,202$18,551iApproximate average salary by contribution assumption: employee only about $463,763 at 4% or $309,175 at 6%; with 50% employer match about $309,175 at 4% or $206,117 at 6%; with 100% employer match about $231,881 at 4% or $154,588 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$2,400,927$74,202$18,551iApproximate average salary by contribution assumption: employee only about $463,763 at 4% or $309,175 at 6%; with 50% employer match about $309,175 at 4% or $206,117 at 6%; with 100% employer match about $231,881 at 4% or $154,588 at 6%.
201313$2,166,322$72,895$24,298iApproximate average salary by contribution assumption: employee only about $607,458 at 4% or $404,972 at 6%; with 50% employer match about $404,972 at 4% or $269,981 at 6%; with 100% employer match about $303,729 at 4% or $202,486 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-3$2,166,322$72,895$24,298iApproximate average salary by contribution assumption: employee only about $607,458 at 4% or $404,972 at 6%; with 50% employer match about $404,972 at 4% or $269,981 at 6%; with 100% employer match about $303,729 at 4% or $202,486 at 6%.
201213$1,757,026$70,799$23,600iApproximate average salary by contribution assumption: employee only about $589,992 at 4% or $393,328 at 6%; with 50% employer match about $393,328 at 4% or $262,219 at 6%; with 100% employer match about $294,996 at 4% or $196,664 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-3$1,757,026$70,799$23,600iApproximate average salary by contribution assumption: employee only about $589,992 at 4% or $393,328 at 6%; with 50% employer match about $393,328 at 4% or $262,219 at 6%; with 100% employer match about $294,996 at 4% or $196,664 at 6%.
201113$1,556,540$70,543$23,514iApproximate average salary by contribution assumption: employee only about $587,858 at 4% or $391,906 at 6%; with 50% employer match about $391,906 at 4% or $261,270 at 6%; with 100% employer match about $293,929 at 4% or $195,953 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-3$1,556,540$70,543$23,514iApproximate average salary by contribution assumption: employee only about $587,858 at 4% or $391,906 at 6%; with 50% employer match about $391,906 at 4% or $261,270 at 6%; with 100% employer match about $293,929 at 4% or $195,953 at 6%.
201013$1,464,531$85,347$28,449iApproximate average salary by contribution assumption: employee only about $711,225 at 4% or $474,150 at 6%; with 50% employer match about $474,150 at 4% or $316,100 at 6%; with 100% employer match about $355,613 at 4% or $237,075 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-3$1,464,531$85,347$28,449iApproximate average salary by contribution assumption: employee only about $711,225 at 4% or $474,150 at 6%; with 50% employer match about $474,150 at 4% or $316,100 at 6%; with 100% employer match about $355,613 at 4% or $237,075 at 6%.
200914$1,262,683$86,549$21,637iApproximate average salary by contribution assumption: employee only about $540,931 at 4% or $360,621 at 6%; with 50% employer match about $360,621 at 4% or $240,414 at 6%; with 100% employer match about $270,466 at 4% or $180,310 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$1,262,683$86,549$21,637iApproximate average salary by contribution assumption: employee only about $540,931 at 4% or $360,621 at 6%; with 50% employer match about $360,621 at 4% or $240,414 at 6%; with 100% employer match about $270,466 at 4% or $180,310 at 6%.
200814$938,073$90,205$22,551iApproximate average salary by contribution assumption: employee only about $563,781 at 4% or $375,854 at 6%; with 50% employer match about $375,854 at 4% or $250,569 at 6%; with 100% employer match about $281,891 at 4% or $187,927 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$938,073$90,205$22,551iApproximate average salary by contribution assumption: employee only about $563,781 at 4% or $375,854 at 6%; with 50% employer match about $375,854 at 4% or $250,569 at 6%; with 100% employer match about $281,891 at 4% or $187,927 at 6%.
200714$0$0-
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4---
200614$1,042,774$86,608$21,652iApproximate average salary by contribution assumption: employee only about $541,300 at 4% or $360,867 at 6%; with 50% employer match about $360,867 at 4% or $240,578 at 6%; with 100% employer match about $270,650 at 4% or $180,433 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$1,042,774$86,608$21,652iApproximate average salary by contribution assumption: employee only about $541,300 at 4% or $360,867 at 6%; with 50% employer match about $360,867 at 4% or $240,578 at 6%; with 100% employer match about $270,650 at 4% or $180,433 at 6%.
200514$833,972$76,742$19,186iApproximate average salary by contribution assumption: employee only about $479,638 at 4% or $319,758 at 6%; with 50% employer match about $319,758 at 4% or $213,172 at 6%; with 100% employer match about $239,819 at 4% or $159,879 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$833,972$76,742$19,186iApproximate average salary by contribution assumption: employee only about $479,638 at 4% or $319,758 at 6%; with 50% employer match about $319,758 at 4% or $213,172 at 6%; with 100% employer match about $239,819 at 4% or $159,879 at 6%.
200414$718,043$74,487$18,622iApproximate average salary by contribution assumption: employee only about $465,544 at 4% or $310,363 at 6%; with 50% employer match about $310,363 at 4% or $206,908 at 6%; with 100% employer match about $232,772 at 4% or $155,181 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$718,043$74,487$18,622iApproximate average salary by contribution assumption: employee only about $465,544 at 4% or $310,363 at 6%; with 50% employer match about $310,363 at 4% or $206,908 at 6%; with 100% employer match about $232,772 at 4% or $155,181 at 6%.
200314$615,477$71,559$17,890iApproximate average salary by contribution assumption: employee only about $447,244 at 4% or $298,163 at 6%; with 50% employer match about $298,163 at 4% or $198,775 at 6%; with 100% employer match about $223,622 at 4% or $149,081 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$615,477$71,559$17,890iApproximate average salary by contribution assumption: employee only about $447,244 at 4% or $298,163 at 6%; with 50% employer match about $298,163 at 4% or $198,775 at 6%; with 100% employer match about $223,622 at 4% or $149,081 at 6%.
200214$433,924$61,557$15,389iApproximate average salary by contribution assumption: employee only about $384,731 at 4% or $256,488 at 6%; with 50% employer match about $256,488 at 4% or $170,992 at 6%; with 100% employer match about $192,366 at 4% or $128,244 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$433,924$61,557$15,389iApproximate average salary by contribution assumption: employee only about $384,731 at 4% or $256,488 at 6%; with 50% employer match about $256,488 at 4% or $170,992 at 6%; with 100% employer match about $192,366 at 4% or $128,244 at 6%.
200113$470,263$38,117$12,706iApproximate average salary by contribution assumption: employee only about $317,642 at 4% or $211,761 at 6%; with 50% employer match about $211,761 at 4% or $141,174 at 6%; with 100% employer match about $158,821 at 4% or $105,881 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-3$470,263$38,117$12,706iApproximate average salary by contribution assumption: employee only about $317,642 at 4% or $211,761 at 6%; with 50% employer match about $211,761 at 4% or $141,174 at 6%; with 100% employer match about $158,821 at 4% or $105,881 at 6%.
200014$516,761$35,255$8,814iApproximate average salary by contribution assumption: employee only about $220,344 at 4% or $146,896 at 6%; with 50% employer match about $146,896 at 4% or $97,931 at 6%; with 100% employer match about $110,172 at 4% or $73,448 at 6%.
A. Lee Neuenschwander, D.D.S. 401(K) Profit Sharing Plan-4$516,761$35,255$8,814iApproximate average salary by contribution assumption: employee only about $220,344 at 4% or $146,896 at 6%; with 50% employer match about $146,896 at 4% or $97,931 at 6%; with 100% employer match about $110,172 at 4% or $73,448 at 6%.