Civic Intelligence

David K. Pendleton, Dds, Pa

Plan context: David K. Pendleton, Dds, Pa, 401K Plan

EIN 02-0655538 • Rockdale, TX • 20 filings • 4 plans

307 Childress DriveRockdale, TX 76567
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$2,172,513

2019 Contributions

$200,316

Historical Graphs

Total Assets Over Time

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

$2,499,560$1,249,780$0200320122018YearValue
$2,172,513Latest year 2018

Participants Over Time

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

840200320112018YearValue
2Latest year 2018

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
201910$0$0-
David K. Pendleton, D.D.S. P.A. Cash Balance Plan-0---
201822$2,172,513$200,316$100,158iApproximate average salary by contribution assumption: employee only about $2,503,950 at 4% or $1,669,300 at 6%; with 50% employer match about $1,669,300 at 4% or $1,112,867 at 6%; with 100% employer match about $1,251,975 at 4% or $834,650 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-2$1,964,832$67,889$33,945iApproximate average salary by contribution assumption: employee only about $848,613 at 4% or $565,742 at 6%; with 50% employer match about $565,742 at 4% or $377,161 at 6%; with 100% employer match about $424,306 at 4% or $282,871 at 6%.
David K. Pendleton, D.D.S. P.A. Cash Balance Plan-1$207,681$132,427$132,427iApproximate average salary by contribution assumption: employee only about $3,310,675 at 4% or $2,207,117 at 6%; with 50% employer match about $2,207,117 at 4% or $1,471,411 at 6%; with 100% employer match about $1,655,338 at 4% or $1,103,558 at 6%.
201727$2,499,560$245,593$35,085iApproximate average salary by contribution assumption: employee only about $877,118 at 4% or $584,745 at 6%; with 50% employer match about $584,745 at 4% or $389,830 at 6%; with 100% employer match about $438,559 at 4% or $292,373 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-7$2,228,579$80,472$11,496iApproximate average salary by contribution assumption: employee only about $287,400 at 4% or $191,600 at 6%; with 50% employer match about $191,600 at 4% or $127,733 at 6%; with 100% employer match about $143,700 at 4% or $95,800 at 6%.
David K. Pendleton, D.D.S. P.A. Cash Balance Plan-3$270,981$165,121$55,040iApproximate average salary by contribution assumption: employee only about $1,376,008 at 4% or $917,339 at 6%; with 50% employer match about $917,339 at 4% or $611,559 at 6%; with 100% employer match about $688,004 at 4% or $458,669 at 6%.
201626$2,143,461$183,523$30,587iApproximate average salary by contribution assumption: employee only about $764,679 at 4% or $509,786 at 6%; with 50% employer match about $509,786 at 4% or $339,857 at 6%; with 100% employer match about $382,340 at 4% or $254,893 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-6$2,043,461$83,523$13,921iApproximate average salary by contribution assumption: employee only about $348,013 at 4% or $232,008 at 6%; with 50% employer match about $232,008 at 4% or $154,672 at 6%; with 100% employer match about $174,006 at 4% or $116,004 at 6%.
David K. Pendleton, D.D.S. P.A. Cash Balance Plan-3$100,000$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201516$1,738,020$93,226$15,538iApproximate average salary by contribution assumption: employee only about $388,442 at 4% or $258,961 at 6%; with 50% employer match about $258,961 at 4% or $172,641 at 6%; with 100% employer match about $194,221 at 4% or $129,481 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-6$1,738,020$93,226$15,538iApproximate average salary by contribution assumption: employee only about $388,442 at 4% or $258,961 at 6%; with 50% employer match about $258,961 at 4% or $172,641 at 6%; with 100% employer match about $194,221 at 4% or $129,481 at 6%.
201417$1,504,587$90,231$12,890iApproximate average salary by contribution assumption: employee only about $322,254 at 4% or $214,836 at 6%; with 50% employer match about $214,836 at 4% or $143,224 at 6%; with 100% employer match about $161,127 at 4% or $107,418 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-7$1,504,587$90,231$12,890iApproximate average salary by contribution assumption: employee only about $322,254 at 4% or $214,836 at 6%; with 50% employer match about $214,836 at 4% or $143,224 at 6%; with 100% employer match about $161,127 at 4% or $107,418 at 6%.
201316$1,336,497$116,471$19,412iApproximate average salary by contribution assumption: employee only about $485,296 at 4% or $323,531 at 6%; with 50% employer match about $323,531 at 4% or $215,687 at 6%; with 100% employer match about $242,648 at 4% or $161,765 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-6$1,336,497$116,471$19,412iApproximate average salary by contribution assumption: employee only about $485,296 at 4% or $323,531 at 6%; with 50% employer match about $323,531 at 4% or $215,687 at 6%; with 100% employer match about $242,648 at 4% or $161,765 at 6%.
201215$1,184,831$93,263$18,653iApproximate average salary by contribution assumption: employee only about $466,315 at 4% or $310,877 at 6%; with 50% employer match about $310,877 at 4% or $207,251 at 6%; with 100% employer match about $233,157 at 4% or $155,438 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-5$1,184,831$93,263$18,653iApproximate average salary by contribution assumption: employee only about $466,315 at 4% or $310,877 at 6%; with 50% employer match about $310,877 at 4% or $207,251 at 6%; with 100% employer match about $233,157 at 4% or $155,438 at 6%.
201115$1,007,326$93,370$18,674iApproximate average salary by contribution assumption: employee only about $466,850 at 4% or $311,233 at 6%; with 50% employer match about $311,233 at 4% or $207,489 at 6%; with 100% employer match about $233,425 at 4% or $155,617 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-5$1,007,326$93,370$18,674iApproximate average salary by contribution assumption: employee only about $466,850 at 4% or $311,233 at 6%; with 50% employer match about $311,233 at 4% or $207,489 at 6%; with 100% employer match about $233,425 at 4% or $155,617 at 6%.
201016$906,464$91,834$15,306iApproximate average salary by contribution assumption: employee only about $382,642 at 4% or $255,094 at 6%; with 50% employer match about $255,094 at 4% or $170,063 at 6%; with 100% employer match about $191,321 at 4% or $127,547 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-6$906,464$91,834$15,306iApproximate average salary by contribution assumption: employee only about $382,642 at 4% or $255,094 at 6%; with 50% employer match about $255,094 at 4% or $170,063 at 6%; with 100% employer match about $191,321 at 4% or $127,547 at 6%.
200916$759,209$97,426$16,238iApproximate average salary by contribution assumption: employee only about $405,942 at 4% or $270,628 at 6%; with 50% employer match about $270,628 at 4% or $180,419 at 6%; with 100% employer match about $202,971 at 4% or $135,314 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-6$759,209$97,426$16,238iApproximate average salary by contribution assumption: employee only about $405,942 at 4% or $270,628 at 6%; with 50% employer match about $270,628 at 4% or $180,419 at 6%; with 100% employer match about $202,971 at 4% or $135,314 at 6%.
200815$0$0-
David K. Pendleton, Dds, Pa, 401K Plan-5---
200717$0$0-
David K. Pendleton, Dds, Pa, 401K Plan-7---
200616$559,239$101,771$16,962iApproximate average salary by contribution assumption: employee only about $424,046 at 4% or $282,697 at 6%; with 50% employer match about $282,697 at 4% or $188,465 at 6%; with 100% employer match about $212,023 at 4% or $141,349 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-6$559,239$101,771$16,962iApproximate average salary by contribution assumption: employee only about $424,046 at 4% or $282,697 at 6%; with 50% employer match about $282,697 at 4% or $188,465 at 6%; with 100% employer match about $212,023 at 4% or $141,349 at 6%.
200518$1,037,067$84,138$10,517iApproximate average salary by contribution assumption: employee only about $262,931 at 4% or $175,288 at 6%; with 50% employer match about $175,288 at 4% or $116,858 at 6%; with 100% employer match about $131,466 at 4% or $87,644 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-8$1,037,067$84,138$10,517iApproximate average salary by contribution assumption: employee only about $262,931 at 4% or $175,288 at 6%; with 50% employer match about $175,288 at 4% or $116,858 at 6%; with 100% employer match about $131,466 at 4% or $87,644 at 6%.
200418$912,345$91,957$11,495iApproximate average salary by contribution assumption: employee only about $287,366 at 4% or $191,577 at 6%; with 50% employer match about $191,577 at 4% or $127,718 at 6%; with 100% employer match about $143,683 at 4% or $95,789 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-8$912,345$91,957$11,495iApproximate average salary by contribution assumption: employee only about $287,366 at 4% or $191,577 at 6%; with 50% employer match about $191,577 at 4% or $127,718 at 6%; with 100% employer match about $143,683 at 4% or $95,789 at 6%.
200318$724,484$657,256$82,157iApproximate average salary by contribution assumption: employee only about $2,053,925 at 4% or $1,369,283 at 6%; with 50% employer match about $1,369,283 at 4% or $912,856 at 6%; with 100% employer match about $1,026,963 at 4% or $684,642 at 6%.
David K. Pendleton, Dds, Pa, 401K Plan-8$724,484$657,256$82,157iApproximate average salary by contribution assumption: employee only about $2,053,925 at 4% or $1,369,283 at 6%; with 50% employer match about $1,369,283 at 4% or $912,856 at 6%; with 100% employer match about $1,026,963 at 4% or $684,642 at 6%.