Civic Intelligence

J. Marc Haney, D.D.S., M.S., A.P.C.

Plan context: J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan

EIN 95-4835380 • Covina, CA • 31 filings • 7 plans

166 West College StreetCovina, CA 91723
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,674,639

2024 Contributions

$124,415

Historical Graphs

Total Assets Over Time

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

$3,674,639$1,837,320$0200120122023YearValue
$3,674,639Latest year 2023

Participants Over Time

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

1160200120122023YearValue
6Latest year 2023

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
202420$0$0-
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-0$0$0-
J. MARC HANEY, D.D.S., M.S., A PROFESSIONAL CORP CASH BALANCE ACCOUNT PLAN-0$0$0-
202326$3,674,639$124,415$20,736iApproximate average salary by contribution assumption: employee only about $518,396 at 4% or $345,597 at 6%; with 50% employer match about $345,597 at 4% or $230,398 at 6%; with 100% employer match about $259,198 at 4% or $172,799 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-6$3,157,771$72,389$12,065iApproximate average salary by contribution assumption: employee only about $301,621 at 4% or $201,081 at 6%; with 50% employer match about $201,081 at 4% or $134,054 at 6%; with 100% employer match about $150,810 at 4% or $100,540 at 6%.
J. MARC HANEY, D.D.S., M.S., A PROFESSIONAL CORP CASH BALANCE ACCOUNT PLAN-6$516,868$52,026$8,671iApproximate average salary by contribution assumption: employee only about $216,775 at 4% or $144,517 at 6%; with 50% employer match about $144,517 at 4% or $96,344 at 6%; with 100% employer match about $108,388 at 4% or $72,258 at 6%.
202228$3,019,236$262,228$32,779iApproximate average salary by contribution assumption: employee only about $819,463 at 4% or $546,308 at 6%; with 50% employer match about $546,308 at 4% or $364,206 at 6%; with 100% employer match about $409,731 at 4% or $273,154 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-6$2,593,856$90,228$15,038iApproximate average salary by contribution assumption: employee only about $375,950 at 4% or $250,633 at 6%; with 50% employer match about $250,633 at 4% or $167,089 at 6%; with 100% employer match about $187,975 at 4% or $125,317 at 6%.
J. MARC HANEY, D.D.S., M.S., A PROFESSIONAL CORP CASH BALANCE ACCOUNT PLAN-8$425,380$172,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
202127$3,545,914$223,338$31,905iApproximate average salary by contribution assumption: employee only about $797,636 at 4% or $531,757 at 6%; with 50% employer match about $531,757 at 4% or $354,505 at 6%; with 100% employer match about $398,818 at 4% or $265,879 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-6$3,225,273$152,151$25,359iApproximate average salary by contribution assumption: employee only about $633,963 at 4% or $422,642 at 6%; with 50% employer match about $422,642 at 4% or $281,761 at 6%; with 100% employer match about $316,981 at 4% or $211,321 at 6%.
J. MARC HANEY, D.D.S., M.S., A PROFESSIONAL CORPORATION CASH BALANCE ACCOUNT PLAN-7$320,641$71,187$10,170iApproximate average salary by contribution assumption: employee only about $254,239 at 4% or $169,493 at 6%; with 50% employer match about $169,493 at 4% or $112,995 at 6%; with 100% employer match about $127,120 at 4% or $84,746 at 6%.
202026$3,008,669$176,948$29,491iApproximate average salary by contribution assumption: employee only about $737,283 at 4% or $491,522 at 6%; with 50% employer match about $491,522 at 4% or $327,681 at 6%; with 100% employer match about $368,642 at 4% or $245,761 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-6$2,792,702$91,741$15,290iApproximate average salary by contribution assumption: employee only about $382,254 at 4% or $254,836 at 6%; with 50% employer match about $254,836 at 4% or $169,891 at 6%; with 100% employer match about $191,127 at 4% or $127,418 at 6%.
J. MARC HANEY, D.D.S., M.S., A PROFESSIONAL CORPORATON CASH BALANCE ACCOUNT PLAN-6$215,967$85,207$14,201iApproximate average salary by contribution assumption: employee only about $355,029 at 4% or $236,686 at 6%; with 50% employer match about $236,686 at 4% or $157,791 at 6%; with 100% employer match about $177,515 at 4% or $118,343 at 6%.
201926$2,317,866$174,616$29,103iApproximate average salary by contribution assumption: employee only about $727,567 at 4% or $485,044 at 6%; with 50% employer match about $485,044 at 4% or $323,363 at 6%; with 100% employer match about $363,783 at 4% or $242,522 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-6$2,192,092$103,176$17,196iApproximate average salary by contribution assumption: employee only about $429,900 at 4% or $286,600 at 6%; with 50% employer match about $286,600 at 4% or $191,067 at 6%; with 100% employer match about $214,950 at 4% or $143,300 at 6%.
J. MARC HANEY, D.D.S., M.S., A PROFESSIONAL CORPORATON CASH BALANCE ACCOUNT PLAN-6$125,774$71,440$11,907iApproximate average salary by contribution assumption: employee only about $297,667 at 4% or $198,444 at 6%; with 50% employer match about $198,444 at 4% or $132,296 at 6%; with 100% employer match about $148,833 at 4% or $99,222 at 6%.
201827$1,746,686$124,961$17,852iApproximate average salary by contribution assumption: employee only about $446,289 at 4% or $297,526 at 6%; with 50% employer match about $297,526 at 4% or $198,351 at 6%; with 100% employer match about $223,145 at 4% or $148,763 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-7$1,702,950$81,225$11,604iApproximate average salary by contribution assumption: employee only about $290,089 at 4% or $193,393 at 6%; with 50% employer match about $193,393 at 4% or $128,929 at 6%; with 100% employer match about $145,045 at 4% or $96,696 at 6%.
J. MARC HANEY, D.D.S., M.S., A PROFESSIONAL CORPORATON CASH BALANCE ACCOUNT PLAN-7$43,736$43,736$6,248iApproximate average salary by contribution assumption: employee only about $156,200 at 4% or $104,133 at 6%; with 50% employer match about $104,133 at 4% or $69,422 at 6%; with 100% employer match about $78,100 at 4% or $52,067 at 6%.
201717$1,675,677$145,236$20,748iApproximate average salary by contribution assumption: employee only about $518,700 at 4% or $345,800 at 6%; with 50% employer match about $345,800 at 4% or $230,533 at 6%; with 100% employer match about $259,350 at 4% or $172,900 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-7$1,675,677$145,236$20,748iApproximate average salary by contribution assumption: employee only about $518,700 at 4% or $345,800 at 6%; with 50% employer match about $345,800 at 4% or $230,533 at 6%; with 100% employer match about $259,350 at 4% or $172,900 at 6%.
201615$1,401,202$234,309$46,862iApproximate average salary by contribution assumption: employee only about $1,171,545 at 4% or $781,030 at 6%; with 50% employer match about $781,030 at 4% or $520,687 at 6%; with 100% employer match about $585,773 at 4% or $390,515 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-5$1,401,202$234,309$46,862iApproximate average salary by contribution assumption: employee only about $1,171,545 at 4% or $781,030 at 6%; with 50% employer match about $781,030 at 4% or $520,687 at 6%; with 100% employer match about $585,773 at 4% or $390,515 at 6%.
201517$1,310,215$158,132$22,590iApproximate average salary by contribution assumption: employee only about $564,757 at 4% or $376,505 at 6%; with 50% employer match about $376,505 at 4% or $251,003 at 6%; with 100% employer match about $282,379 at 4% or $188,252 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-7$1,310,215$158,132$22,590iApproximate average salary by contribution assumption: employee only about $564,757 at 4% or $376,505 at 6%; with 50% employer match about $376,505 at 4% or $251,003 at 6%; with 100% employer match about $282,379 at 4% or $188,252 at 6%.
201417$1,275,613$155,572$22,225iApproximate average salary by contribution assumption: employee only about $555,614 at 4% or $370,410 at 6%; with 50% employer match about $370,410 at 4% or $246,940 at 6%; with 100% employer match about $277,807 at 4% or $185,205 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-7$1,275,613$155,572$22,225iApproximate average salary by contribution assumption: employee only about $555,614 at 4% or $370,410 at 6%; with 50% employer match about $370,410 at 4% or $246,940 at 6%; with 100% employer match about $277,807 at 4% or $185,205 at 6%.
201315$1,137,105$137,124$27,425iApproximate average salary by contribution assumption: employee only about $685,620 at 4% or $457,080 at 6%; with 50% employer match about $457,080 at 4% or $304,720 at 6%; with 100% employer match about $342,810 at 4% or $228,540 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-5$1,137,105$137,124$27,425iApproximate average salary by contribution assumption: employee only about $685,620 at 4% or $457,080 at 6%; with 50% employer match about $457,080 at 4% or $304,720 at 6%; with 100% employer match about $342,810 at 4% or $228,540 at 6%.
2012110$1,121,684$83,866$8,387iApproximate average salary by contribution assumption: employee only about $209,665 at 4% or $139,777 at 6%; with 50% employer match about $139,777 at 4% or $93,184 at 6%; with 100% employer match about $104,833 at 4% or $69,888 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-10$1,121,684$83,866$8,387iApproximate average salary by contribution assumption: employee only about $209,665 at 4% or $139,777 at 6%; with 50% employer match about $139,777 at 4% or $93,184 at 6%; with 100% employer match about $104,833 at 4% or $69,888 at 6%.
2011111$989,413$83,755$7,614iApproximate average salary by contribution assumption: employee only about $190,352 at 4% or $126,902 at 6%; with 50% employer match about $126,902 at 4% or $84,601 at 6%; with 100% employer match about $95,176 at 4% or $63,451 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-11$989,413$83,755$7,614iApproximate average salary by contribution assumption: employee only about $190,352 at 4% or $126,902 at 6%; with 50% employer match about $126,902 at 4% or $84,601 at 6%; with 100% employer match about $95,176 at 4% or $63,451 at 6%.
2010111$880,288$82,468$7,497iApproximate average salary by contribution assumption: employee only about $187,427 at 4% or $124,952 at 6%; with 50% employer match about $124,952 at 4% or $83,301 at 6%; with 100% employer match about $93,714 at 4% or $62,476 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-11$880,288$82,468$7,497iApproximate average salary by contribution assumption: employee only about $187,427 at 4% or $124,952 at 6%; with 50% employer match about $124,952 at 4% or $83,301 at 6%; with 100% employer match about $93,714 at 4% or $62,476 at 6%.
2009111$814,871$83,365$7,579iApproximate average salary by contribution assumption: employee only about $189,466 at 4% or $126,311 at 6%; with 50% employer match about $126,311 at 4% or $84,207 at 6%; with 100% employer match about $94,733 at 4% or $63,155 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-11$814,871$83,365$7,579iApproximate average salary by contribution assumption: employee only about $189,466 at 4% or $126,311 at 6%; with 50% employer match about $126,311 at 4% or $84,207 at 6%; with 100% employer match about $94,733 at 4% or $63,155 at 6%.
200814$667,245$67,464$16,866iApproximate average salary by contribution assumption: employee only about $421,650 at 4% or $281,100 at 6%; with 50% employer match about $281,100 at 4% or $187,400 at 6%; with 100% employer match about $210,825 at 4% or $140,550 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-4$667,245$67,464$16,866iApproximate average salary by contribution assumption: employee only about $421,650 at 4% or $281,100 at 6%; with 50% employer match about $281,100 at 4% or $187,400 at 6%; with 100% employer match about $210,825 at 4% or $140,550 at 6%.
200714$916,097$54,058$13,515iApproximate average salary by contribution assumption: employee only about $337,863 at 4% or $225,242 at 6%; with 50% employer match about $225,242 at 4% or $150,161 at 6%; with 100% employer match about $168,931 at 4% or $112,621 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-4$916,097$54,058$13,515iApproximate average salary by contribution assumption: employee only about $337,863 at 4% or $225,242 at 6%; with 50% employer match about $225,242 at 4% or $150,161 at 6%; with 100% employer match about $168,931 at 4% or $112,621 at 6%.
200616$803,719$241,456$40,243iApproximate average salary by contribution assumption: employee only about $1,006,067 at 4% or $670,711 at 6%; with 50% employer match about $670,711 at 4% or $447,141 at 6%; with 100% employer match about $503,033 at 4% or $335,356 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-6$803,719$241,456$40,243iApproximate average salary by contribution assumption: employee only about $1,006,067 at 4% or $670,711 at 6%; with 50% employer match about $670,711 at 4% or $447,141 at 6%; with 100% employer match about $503,033 at 4% or $335,356 at 6%.
200517$498,955$70,616$10,088iApproximate average salary by contribution assumption: employee only about $252,200 at 4% or $168,133 at 6%; with 50% employer match about $168,133 at 4% or $112,089 at 6%; with 100% employer match about $126,100 at 4% or $84,067 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-7$498,955$70,616$10,088iApproximate average salary by contribution assumption: employee only about $252,200 at 4% or $168,133 at 6%; with 50% employer match about $168,133 at 4% or $112,089 at 6%; with 100% employer match about $126,100 at 4% or $84,067 at 6%.
200416$391,803$64,381$10,730iApproximate average salary by contribution assumption: employee only about $268,254 at 4% or $178,836 at 6%; with 50% employer match about $178,836 at 4% or $119,224 at 6%; with 100% employer match about $134,127 at 4% or $89,418 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-6$391,803$64,381$10,730iApproximate average salary by contribution assumption: employee only about $268,254 at 4% or $178,836 at 6%; with 50% employer match about $178,836 at 4% or $119,224 at 6%; with 100% employer match about $134,127 at 4% or $89,418 at 6%.
200315$304,707$56,399$11,280iApproximate average salary by contribution assumption: employee only about $281,995 at 4% or $187,997 at 6%; with 50% employer match about $187,997 at 4% or $125,331 at 6%; with 100% employer match about $140,998 at 4% or $93,998 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-5$304,707$56,399$11,280iApproximate average salary by contribution assumption: employee only about $281,995 at 4% or $187,997 at 6%; with 50% employer match about $187,997 at 4% or $125,331 at 6%; with 100% employer match about $140,998 at 4% or $93,998 at 6%.
200215$282,437$51,102$10,220iApproximate average salary by contribution assumption: employee only about $255,510 at 4% or $170,340 at 6%; with 50% employer match about $170,340 at 4% or $113,560 at 6%; with 100% employer match about $127,755 at 4% or $85,170 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-5$282,437$51,102$10,220iApproximate average salary by contribution assumption: employee only about $255,510 at 4% or $170,340 at 6%; with 50% employer match about $170,340 at 4% or $113,560 at 6%; with 100% employer match about $127,755 at 4% or $85,170 at 6%.
200117$220,006$55,975$7,996iApproximate average salary by contribution assumption: employee only about $199,911 at 4% or $133,274 at 6%; with 50% employer match about $133,274 at 4% or $88,849 at 6%; with 100% employer match about $99,955 at 4% or $66,637 at 6%.
J. Marc Haney, D.D.S., M.S., A.P.C. Money Purchase Pension Plan-7$220,006$55,975$7,996iApproximate average salary by contribution assumption: employee only about $199,911 at 4% or $133,274 at 6%; with 50% employer match about $133,274 at 4% or $88,849 at 6%; with 100% employer match about $99,955 at 4% or $66,637 at 6%.