Civic Intelligence

Donald J. Trexel, D.D.S.

Plan context: Donald J. Trexel, D.D.S. Profit Sharing Plan

EIN 95-3786658 • San Diego, CA • 20 filings • 4 plans

5034 Terraza Playa CatalinaSan Diego, CA 92124-1552
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$3,760,976

2017 Contributions

$43,466

Historical Graphs

Total Assets Over Time

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

$3,760,976$1,880,488$0199920082016YearValue
$3,760,976Latest year 2016

Participants Over Time

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

420199920082016YearValue
3Latest year 2016

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
201710$0$43,466-
Donald J. Trexel, D.D.S. Profit Sharing Plan-0$0$43,466-
201613$3,760,976$81,213$27,071iApproximate average salary by contribution assumption: employee only about $676,775 at 4% or $451,183 at 6%; with 50% employer match about $451,183 at 4% or $300,789 at 6%; with 100% employer match about $338,388 at 4% or $225,592 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-3$3,760,976$81,213$27,071iApproximate average salary by contribution assumption: employee only about $676,775 at 4% or $451,183 at 6%; with 50% employer match about $451,183 at 4% or $300,789 at 6%; with 100% employer match about $338,388 at 4% or $225,592 at 6%.
201513$3,502,428$87,325$29,108iApproximate average salary by contribution assumption: employee only about $727,708 at 4% or $485,139 at 6%; with 50% employer match about $485,139 at 4% or $323,426 at 6%; with 100% employer match about $363,854 at 4% or $242,569 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-3$3,502,428$87,325$29,108iApproximate average salary by contribution assumption: employee only about $727,708 at 4% or $485,139 at 6%; with 50% employer match about $485,139 at 4% or $323,426 at 6%; with 100% employer match about $363,854 at 4% or $242,569 at 6%.
201413$3,399,968$74,545$24,848iApproximate average salary by contribution assumption: employee only about $621,208 at 4% or $414,139 at 6%; with 50% employer match about $414,139 at 4% or $276,093 at 6%; with 100% employer match about $310,604 at 4% or $207,069 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-3$3,399,968$74,545$24,848iApproximate average salary by contribution assumption: employee only about $621,208 at 4% or $414,139 at 6%; with 50% employer match about $414,139 at 4% or $276,093 at 6%; with 100% employer match about $310,604 at 4% or $207,069 at 6%.
201313$3,201,232$41,935$13,978iApproximate average salary by contribution assumption: employee only about $349,458 at 4% or $232,972 at 6%; with 50% employer match about $232,972 at 4% or $155,315 at 6%; with 100% employer match about $174,729 at 4% or $116,486 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-3$3,201,232$41,935$13,978iApproximate average salary by contribution assumption: employee only about $349,458 at 4% or $232,972 at 6%; with 50% employer match about $232,972 at 4% or $155,315 at 6%; with 100% employer match about $174,729 at 4% or $116,486 at 6%.
201213$3,023,655$68,121$22,707iApproximate average salary by contribution assumption: employee only about $567,675 at 4% or $378,450 at 6%; with 50% employer match about $378,450 at 4% or $252,300 at 6%; with 100% employer match about $283,838 at 4% or $189,225 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-3$3,023,655$68,121$22,707iApproximate average salary by contribution assumption: employee only about $567,675 at 4% or $378,450 at 6%; with 50% employer match about $378,450 at 4% or $252,300 at 6%; with 100% employer match about $283,838 at 4% or $189,225 at 6%.
201113$2,699,494$68,199$22,733iApproximate average salary by contribution assumption: employee only about $568,325 at 4% or $378,883 at 6%; with 50% employer match about $378,883 at 4% or $252,589 at 6%; with 100% employer match about $284,163 at 4% or $189,442 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-3$2,699,494$68,199$22,733iApproximate average salary by contribution assumption: employee only about $568,325 at 4% or $378,883 at 6%; with 50% employer match about $378,883 at 4% or $252,589 at 6%; with 100% employer match about $284,163 at 4% or $189,442 at 6%.
201014$2,578,973$70,303$17,576iApproximate average salary by contribution assumption: employee only about $439,394 at 4% or $292,929 at 6%; with 50% employer match about $292,929 at 4% or $195,286 at 6%; with 100% employer match about $219,697 at 4% or $146,465 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-4$2,578,973$70,303$17,576iApproximate average salary by contribution assumption: employee only about $439,394 at 4% or $292,929 at 6%; with 50% employer match about $292,929 at 4% or $195,286 at 6%; with 100% employer match about $219,697 at 4% or $146,465 at 6%.
200914$2,261,265$53,581$13,395iApproximate average salary by contribution assumption: employee only about $334,881 at 4% or $223,254 at 6%; with 50% employer match about $223,254 at 4% or $148,836 at 6%; with 100% employer match about $167,441 at 4% or $111,627 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-4$2,261,265$53,581$13,395iApproximate average salary by contribution assumption: employee only about $334,881 at 4% or $223,254 at 6%; with 50% employer match about $223,254 at 4% or $148,836 at 6%; with 100% employer match about $167,441 at 4% or $111,627 at 6%.
200814$1,834,393$74,600$18,650iApproximate average salary by contribution assumption: employee only about $466,250 at 4% or $310,833 at 6%; with 50% employer match about $310,833 at 4% or $207,222 at 6%; with 100% employer match about $233,125 at 4% or $155,417 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-4$1,834,393$74,600$18,650iApproximate average salary by contribution assumption: employee only about $466,250 at 4% or $310,833 at 6%; with 50% employer match about $310,833 at 4% or $207,222 at 6%; with 100% employer match about $233,125 at 4% or $155,417 at 6%.
200714$2,227,551$54,529$13,632iApproximate average salary by contribution assumption: employee only about $340,806 at 4% or $227,204 at 6%; with 50% employer match about $227,204 at 4% or $151,469 at 6%; with 100% employer match about $170,403 at 4% or $113,602 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-4$2,227,551$54,529$13,632iApproximate average salary by contribution assumption: employee only about $340,806 at 4% or $227,204 at 6%; with 50% employer match about $227,204 at 4% or $151,469 at 6%; with 100% employer match about $170,403 at 4% or $113,602 at 6%.
200614$2,039,454$54,563$13,641iApproximate average salary by contribution assumption: employee only about $341,019 at 4% or $227,346 at 6%; with 50% employer match about $227,346 at 4% or $151,564 at 6%; with 100% employer match about $170,509 at 4% or $113,673 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-4$2,039,454$54,563$13,641iApproximate average salary by contribution assumption: employee only about $341,019 at 4% or $227,346 at 6%; with 50% employer match about $227,346 at 4% or $151,564 at 6%; with 100% employer match about $170,509 at 4% or $113,673 at 6%.
200513$1,789,511$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-3$1,789,511$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200414$1,869,374$63,784$15,946iApproximate average salary by contribution assumption: employee only about $398,650 at 4% or $265,767 at 6%; with 50% employer match about $265,767 at 4% or $177,178 at 6%; with 100% employer match about $199,325 at 4% or $132,883 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-4$1,869,374$63,784$15,946iApproximate average salary by contribution assumption: employee only about $398,650 at 4% or $265,767 at 6%; with 50% employer match about $265,767 at 4% or $177,178 at 6%; with 100% employer match about $199,325 at 4% or $132,883 at 6%.
200314$1,665,763$48,269$12,067iApproximate average salary by contribution assumption: employee only about $301,681 at 4% or $201,121 at 6%; with 50% employer match about $201,121 at 4% or $134,081 at 6%; with 100% employer match about $150,841 at 4% or $100,560 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-4$1,665,763$48,269$12,067iApproximate average salary by contribution assumption: employee only about $301,681 at 4% or $201,121 at 6%; with 50% employer match about $201,121 at 4% or $134,081 at 6%; with 100% employer match about $150,841 at 4% or $100,560 at 6%.
200224$1,425,312$1,443,132$360,783iApproximate average salary by contribution assumption: employee only about $9,019,575 at 4% or $6,013,050 at 6%; with 50% employer match about $6,013,050 at 4% or $4,008,700 at 6%; with 100% employer match about $4,509,788 at 4% or $3,006,525 at 6%.
Donald J. Trexel, D.D.S. Profit Sharing Plan-4$1,425,312$1,425,312$356,328iApproximate average salary by contribution assumption: employee only about $8,908,200 at 4% or $5,938,800 at 6%; with 50% employer match about $5,938,800 at 4% or $3,959,200 at 6%; with 100% employer match about $4,454,100 at 4% or $2,969,400 at 6%.
Donald J. Trexel, D.D.S. Money Purchase Pension Plan-0-$17,820-
200114$0$0-
Donald J. Trexel, D.D.S. Money Purchase Pension Plan-4---
200014$1,241,223$41,479$10,370iApproximate average salary by contribution assumption: employee only about $259,244 at 4% or $172,829 at 6%; with 50% employer match about $172,829 at 4% or $115,219 at 6%; with 100% employer match about $129,622 at 4% or $86,415 at 6%.
Donald J. Trexel, D.D.S. Money Purchase Pension Plan-4$1,241,223$41,479$10,370iApproximate average salary by contribution assumption: employee only about $259,244 at 4% or $172,829 at 6%; with 50% employer match about $172,829 at 4% or $115,219 at 6%; with 100% employer match about $129,622 at 4% or $86,415 at 6%.
199913$1,143,480$34,031$11,344iApproximate average salary by contribution assumption: employee only about $283,592 at 4% or $189,061 at 6%; with 50% employer match about $189,061 at 4% or $126,041 at 6%; with 100% employer match about $141,796 at 4% or $94,531 at 6%.
Donald J. Trexel, D.D.S. Money Purchase Pension Plan-3$1,143,480$34,031$11,344iApproximate average salary by contribution assumption: employee only about $283,592 at 4% or $189,061 at 6%; with 50% employer match about $189,061 at 4% or $126,041 at 6%; with 100% employer match about $141,796 at 4% or $94,531 at 6%.