Civic Intelligence

Whole Tree Dentistry PC.

Plan context: Whole Tree Dentistry 401(K) Plan

EIN 02-0655499 • Columbus, GA • 7 filings • 2 plans

2400A Double Churches RoadColumbus, GA 31909
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$1,213,506

2024 Contributions

$223,648

Historical Graphs

Total Assets Over Time

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

$1,213,506$606,753$0202020222024YearValue
$1,213,506Latest year 2024

Participants Over Time

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

21110202020222024YearValue
21Latest year 2024

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
2024221$1,213,506$223,648$10,650iApproximate average salary by contribution assumption: employee only about $266,248 at 4% or $177,498 at 6%; with 50% employer match about $177,498 at 4% or $118,332 at 6%; with 100% employer match about $133,124 at 4% or $88,749 at 6%.
Whole Tree Dentistry 401(K) Plan-21$1,205,790$177,043$8,431iApproximate average salary by contribution assumption: employee only about $210,765 at 4% or $140,510 at 6%; with 50% employer match about $140,510 at 4% or $93,674 at 6%; with 100% employer match about $105,383 at 4% or $70,255 at 6%.
Whole Tree Dentistry PC Self-Funded Medical Reimbursement Plan-6$7,716$46,605$7,768iApproximate average salary by contribution assumption: employee only about $194,188 at 4% or $129,458 at 6%; with 50% employer match about $129,458 at 4% or $86,306 at 6%; with 100% employer match about $97,094 at 4% or $64,729 at 6%.
2023214$928,941$112,858$8,061iApproximate average salary by contribution assumption: employee only about $201,532 at 4% or $134,355 at 6%; with 50% employer match about $134,355 at 4% or $89,570 at 6%; with 100% employer match about $100,766 at 4% or $67,177 at 6%.
Whole Tree Dentistry 401(K) Plan-14$926,011$81,282$5,806iApproximate average salary by contribution assumption: employee only about $145,146 at 4% or $96,764 at 6%; with 50% employer match about $96,764 at 4% or $64,510 at 6%; with 100% employer match about $72,573 at 4% or $48,382 at 6%.
Whole Tree Dentistry PC Self-Funded Medical Reimbursement Plan-4$2,930$31,576$7,894iApproximate average salary by contribution assumption: employee only about $197,350 at 4% or $131,567 at 6%; with 50% employer match about $131,567 at 4% or $87,711 at 6%; with 100% employer match about $98,675 at 4% or $65,783 at 6%.
2022116$806,684$76,673$4,792iApproximate average salary by contribution assumption: employee only about $119,802 at 4% or $79,868 at 6%; with 50% employer match about $79,868 at 4% or $53,245 at 6%; with 100% employer match about $59,901 at 4% or $39,934 at 6%.
Whole Tree Dentistry 401(K) Plan-16$806,684$76,673$4,792iApproximate average salary by contribution assumption: employee only about $119,802 at 4% or $79,868 at 6%; with 50% employer match about $79,868 at 4% or $53,245 at 6%; with 100% employer match about $59,901 at 4% or $39,934 at 6%.
2021112$860,141$127,496$10,625iApproximate average salary by contribution assumption: employee only about $265,617 at 4% or $177,078 at 6%; with 50% employer match about $177,078 at 4% or $118,052 at 6%; with 100% employer match about $132,808 at 4% or $88,539 at 6%.
Whole Tree Dentistry 401(K) Plan-12$860,141$127,496$10,625iApproximate average salary by contribution assumption: employee only about $265,617 at 4% or $177,078 at 6%; with 50% employer match about $177,078 at 4% or $118,052 at 6%; with 100% employer match about $132,808 at 4% or $88,539 at 6%.
2020111$633,979$546,044$49,640iApproximate average salary by contribution assumption: employee only about $1,241,009 at 4% or $827,339 at 6%; with 50% employer match about $827,339 at 4% or $551,560 at 6%; with 100% employer match about $620,505 at 4% or $413,670 at 6%.
Whole Tree Dentistry 401(K) Plan-11$633,979$546,044$49,640iApproximate average salary by contribution assumption: employee only about $1,241,009 at 4% or $827,339 at 6%; with 50% employer match about $827,339 at 4% or $551,560 at 6%; with 100% employer match about $620,505 at 4% or $413,670 at 6%.