Civic Intelligence

Steven D. Gilbertson, D.D.S.

Plan context: Steven D. Gilbertson, D.D.S., Retirement Plan

EIN 95-4116003 • Newhall, CA • 22 filings • 6 plans

23206 Lyons Ave., #206Newhall, CA 91321
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$2,808,985

2015 Contributions

$245,000

Historical Graphs

Total Assets Over Time

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

$2,808,985$1,404,493$0199920072014YearValue
$2,808,985Latest year 2014

Participants Over Time

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

740199920072014YearValue
4Latest year 2014

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
201510$0$0-
Steven D. Gilbertson, D.D.S., Retirement Plan-0$0$0-
201414$2,808,985$245,000$61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%.
Steven D. Gilbertson, D.D.S., Retirement Plan-4$2,808,985$245,000$61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%.
201315$2,427,084$203,000$40,600iApproximate average salary by contribution assumption: employee only about $1,015,000 at 4% or $676,667 at 6%; with 50% employer match about $676,667 at 4% or $451,111 at 6%; with 100% employer match about $507,500 at 4% or $338,333 at 6%.
Steven D. Gilbertson, D.D.S., Retirement Plan-5$2,427,084$203,000$40,600iApproximate average salary by contribution assumption: employee only about $1,015,000 at 4% or $676,667 at 6%; with 50% employer match about $676,667 at 4% or $451,111 at 6%; with 100% employer match about $507,500 at 4% or $338,333 at 6%.
201214$1,988,398$230,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
Steven D. Gilbertson, D.D.S., Retirement Plan-4$1,988,398$230,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201115$1,619,758$225,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Steven D. Gilbertson, D.D.S., Retirement Plan-5$1,619,758$225,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201023$1,350,687$1,350,687$450,229iApproximate average salary by contribution assumption: employee only about $11,255,725 at 4% or $7,503,817 at 6%; with 50% employer match about $7,503,817 at 4% or $5,002,544 at 6%; with 100% employer match about $5,627,863 at 4% or $3,751,908 at 6%.
Steven D. Gilbertson, D.D.S., Retirement Plan-3$1,350,687$1,350,687$450,229iApproximate average salary by contribution assumption: employee only about $11,255,725 at 4% or $7,503,817 at 6%; with 50% employer match about $7,503,817 at 4% or $5,002,544 at 6%; with 100% employer match about $5,627,863 at 4% or $3,751,908 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-0$0$0-
200914$1,068,221$54,772$13,693iApproximate average salary by contribution assumption: employee only about $342,325 at 4% or $228,217 at 6%; with 50% employer match about $228,217 at 4% or $152,144 at 6%; with 100% employer match about $171,163 at 4% or $114,108 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-4$1,068,221$54,772$13,693iApproximate average salary by contribution assumption: employee only about $342,325 at 4% or $228,217 at 6%; with 50% employer match about $228,217 at 4% or $152,144 at 6%; with 100% employer match about $171,163 at 4% or $114,108 at 6%.
200813$947,006$51,290$17,097iApproximate average salary by contribution assumption: employee only about $427,417 at 4% or $284,944 at 6%; with 50% employer match about $284,944 at 4% or $189,963 at 6%; with 100% employer match about $213,708 at 4% or $142,472 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-3$947,006$51,290$17,097iApproximate average salary by contribution assumption: employee only about $427,417 at 4% or $284,944 at 6%; with 50% employer match about $284,944 at 4% or $189,963 at 6%; with 100% employer match about $213,708 at 4% or $142,472 at 6%.
200713$1,048,965$48,941$16,314iApproximate average salary by contribution assumption: employee only about $407,842 at 4% or $271,894 at 6%; with 50% employer match about $271,894 at 4% or $181,263 at 6%; with 100% employer match about $203,921 at 4% or $135,947 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-3$1,048,965$48,941$16,314iApproximate average salary by contribution assumption: employee only about $407,842 at 4% or $271,894 at 6%; with 50% employer match about $271,894 at 4% or $181,263 at 6%; with 100% employer match about $203,921 at 4% or $135,947 at 6%.
200615$992,203$52,125$10,425iApproximate average salary by contribution assumption: employee only about $260,625 at 4% or $173,750 at 6%; with 50% employer match about $173,750 at 4% or $115,833 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-5$992,203$52,125$10,425iApproximate average salary by contribution assumption: employee only about $260,625 at 4% or $173,750 at 6%; with 50% employer match about $173,750 at 4% or $115,833 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%.
200517$857,519$55,166$7,881iApproximate average salary by contribution assumption: employee only about $197,021 at 4% or $131,348 at 6%; with 50% employer match about $131,348 at 4% or $87,565 at 6%; with 100% employer match about $98,511 at 4% or $65,674 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-7$857,519$55,166$7,881iApproximate average salary by contribution assumption: employee only about $197,021 at 4% or $131,348 at 6%; with 50% employer match about $131,348 at 4% or $87,565 at 6%; with 100% employer match about $98,511 at 4% or $65,674 at 6%.
200417$762,407$48,405$6,915iApproximate average salary by contribution assumption: employee only about $172,875 at 4% or $115,250 at 6%; with 50% employer match about $115,250 at 4% or $76,833 at 6%; with 100% employer match about $86,438 at 4% or $57,625 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-7$762,407$48,405$6,915iApproximate average salary by contribution assumption: employee only about $172,875 at 4% or $115,250 at 6%; with 50% employer match about $115,250 at 4% or $76,833 at 6%; with 100% employer match about $86,438 at 4% or $57,625 at 6%.
200317$656,655$46,843$6,692iApproximate average salary by contribution assumption: employee only about $167,296 at 4% or $111,531 at 6%; with 50% employer match about $111,531 at 4% or $74,354 at 6%; with 100% employer match about $83,648 at 4% or $55,765 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-7$656,655$46,843$6,692iApproximate average salary by contribution assumption: employee only about $167,296 at 4% or $111,531 at 6%; with 50% employer match about $111,531 at 4% or $74,354 at 6%; with 100% employer match about $83,648 at 4% or $55,765 at 6%.
200216$514,140$46,507$7,751iApproximate average salary by contribution assumption: employee only about $193,779 at 4% or $129,186 at 6%; with 50% employer match about $129,186 at 4% or $86,124 at 6%; with 100% employer match about $96,890 at 4% or $64,593 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-6$514,140$46,507$7,751iApproximate average salary by contribution assumption: employee only about $193,779 at 4% or $129,186 at 6%; with 50% employer match about $129,186 at 4% or $86,124 at 6%; with 100% employer match about $96,890 at 4% or $64,593 at 6%.
200115$557,228$37,995$7,599iApproximate average salary by contribution assumption: employee only about $189,975 at 4% or $126,650 at 6%; with 50% employer match about $126,650 at 4% or $84,433 at 6%; with 100% employer match about $94,988 at 4% or $63,325 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-5$557,228$37,995$7,599iApproximate average salary by contribution assumption: employee only about $189,975 at 4% or $126,650 at 6%; with 50% employer match about $126,650 at 4% or $84,433 at 6%; with 100% employer match about $94,988 at 4% or $63,325 at 6%.
200036$610,633$33,726$5,621iApproximate average salary by contribution assumption: employee only about $140,525 at 4% or $93,683 at 6%; with 50% employer match about $93,683 at 4% or $62,456 at 6%; with 100% employer match about $70,263 at 4% or $46,842 at 6%.
Steven D. Gilbertson, D.D.S. Retirement Plan-6$610,633$33,726$5,621iApproximate average salary by contribution assumption: employee only about $140,525 at 4% or $93,683 at 6%; with 50% employer match about $93,683 at 4% or $62,456 at 6%; with 100% employer match about $70,263 at 4% or $46,842 at 6%.
Steven D. Gilbertson, D.D.S., Profit Sharing Plan-0---
Steven D. Gilbertson, D.D.S. Money Purchase Pension Plan-0---
199936$598,717$39,960$6,660iApproximate average salary by contribution assumption: employee only about $166,500 at 4% or $111,000 at 6%; with 50% employer match about $111,000 at 4% or $74,000 at 6%; with 100% employer match about $83,250 at 4% or $55,500 at 6%.
Steven D. Gilbertson, D.D.S., Profit Sharing Plan-3$361,816--
Steven D. Gilbertson, D.D.S. Money Purchase Pension Plan-3$196,941--
Steven D. Gilbertson, D.D.S. Retirement Plan-6$39,960$39,960$6,660iApproximate average salary by contribution assumption: employee only about $166,500 at 4% or $111,000 at 6%; with 50% employer match about $111,000 at 4% or $74,000 at 6%; with 100% employer match about $83,250 at 4% or $55,500 at 6%.
Steven D. Gilbertson, D.D.S. | EIN 95-4116003 | 2015 Form 5500 Company Profile