Civic Intelligence

David a Allen Dds

Plan context: David a Allen Dds 401(K) Plan

EIN 06-1702787 • Medford, OR • 16 filings • 2 plans

1059 Royal AveMedford, OR 97504
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,564,520

2024 Contributions

$62,300

Historical Graphs

Total Assets Over Time

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

$1,706,106$853,053$0201120182024YearValue
$1,564,520Latest year 2024

Participants Over Time

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

740201120182024YearValue
4Latest 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
202414$1,564,520$62,300$15,575iApproximate average salary by contribution assumption: employee only about $389,375 at 4% or $259,583 at 6%; with 50% employer match about $259,583 at 4% or $173,056 at 6%; with 100% employer match about $194,688 at 4% or $129,792 at 6%.
David a Allen Dds 401(K) Plan-4$1,564,520$62,300$15,575iApproximate average salary by contribution assumption: employee only about $389,375 at 4% or $259,583 at 6%; with 50% employer match about $259,583 at 4% or $173,056 at 6%; with 100% employer match about $194,688 at 4% or $129,792 at 6%.
202315$1,417,699$82,853$16,571iApproximate average salary by contribution assumption: employee only about $414,265 at 4% or $276,177 at 6%; with 50% employer match about $276,177 at 4% or $184,118 at 6%; with 100% employer match about $207,132 at 4% or $138,088 at 6%.
David a Allen Dds 401(K) Plan-5$1,417,699$82,853$16,571iApproximate average salary by contribution assumption: employee only about $414,265 at 4% or $276,177 at 6%; with 50% employer match about $276,177 at 4% or $184,118 at 6%; with 100% employer match about $207,132 at 4% or $138,088 at 6%.
202215$1,148,468$80,513$16,103iApproximate average salary by contribution assumption: employee only about $402,565 at 4% or $268,377 at 6%; with 50% employer match about $268,377 at 4% or $178,918 at 6%; with 100% employer match about $201,283 at 4% or $134,188 at 6%.
David a Allen Dds 401(K) Plan-5$1,148,468$80,513$16,103iApproximate average salary by contribution assumption: employee only about $402,565 at 4% or $268,377 at 6%; with 50% employer match about $268,377 at 4% or $178,918 at 6%; with 100% employer match about $201,283 at 4% or $134,188 at 6%.
202124$1,706,106$234,340$58,585iApproximate average salary by contribution assumption: employee only about $1,464,625 at 4% or $976,417 at 6%; with 50% employer match about $976,417 at 4% or $650,944 at 6%; with 100% employer match about $732,313 at 4% or $488,208 at 6%.
David a Allen Dds 401(K) Plan-4$1,335,400$65,312$16,328iApproximate average salary by contribution assumption: employee only about $408,200 at 4% or $272,133 at 6%; with 50% employer match about $272,133 at 4% or $181,422 at 6%; with 100% employer match about $204,100 at 4% or $136,067 at 6%.
DAVID A ALLEN DDS CASH BALANCE PLAN-2$370,706$169,028$84,514iApproximate average salary by contribution assumption: employee only about $2,112,850 at 4% or $1,408,567 at 6%; with 50% employer match about $1,408,567 at 4% or $939,044 at 6%; with 100% employer match about $1,056,425 at 4% or $704,283 at 6%.
202024$1,333,910$301,370$75,343iApproximate average salary by contribution assumption: employee only about $1,883,563 at 4% or $1,255,708 at 6%; with 50% employer match about $1,255,708 at 4% or $837,139 at 6%; with 100% employer match about $941,781 at 4% or $627,854 at 6%.
David a Allen Dds 401(K) Plan-4$1,136,953$104,413$26,103iApproximate average salary by contribution assumption: employee only about $652,581 at 4% or $435,054 at 6%; with 50% employer match about $435,054 at 4% or $290,036 at 6%; with 100% employer match about $326,291 at 4% or $217,527 at 6%.
DAVID A ALLEN DDS CASH BALANCE PLAN-3$196,957$196,957$65,652iApproximate average salary by contribution assumption: employee only about $1,641,308 at 4% or $1,094,206 at 6%; with 50% employer match about $1,094,206 at 4% or $729,470 at 6%; with 100% employer match about $820,654 at 4% or $547,103 at 6%.
201917$1,028,510$114,289$16,327iApproximate average salary by contribution assumption: employee only about $408,175 at 4% or $272,117 at 6%; with 50% employer match about $272,117 at 4% or $181,411 at 6%; with 100% employer match about $204,088 at 4% or $136,058 at 6%.
David a Allen Dds 401(K) Plan-7$1,028,510$114,289$16,327iApproximate average salary by contribution assumption: employee only about $408,175 at 4% or $272,117 at 6%; with 50% employer match about $272,117 at 4% or $181,411 at 6%; with 100% employer match about $204,088 at 4% or $136,058 at 6%.
201816$748,171$108,335$18,056iApproximate average salary by contribution assumption: employee only about $451,396 at 4% or $300,931 at 6%; with 50% employer match about $300,931 at 4% or $200,620 at 6%; with 100% employer match about $225,698 at 4% or $150,465 at 6%.
David a Allen Dds 401(K) Plan-6$748,171$108,335$18,056iApproximate average salary by contribution assumption: employee only about $451,396 at 4% or $300,931 at 6%; with 50% employer match about $300,931 at 4% or $200,620 at 6%; with 100% employer match about $225,698 at 4% or $150,465 at 6%.
201717$726,145$108,424$15,489iApproximate average salary by contribution assumption: employee only about $387,229 at 4% or $258,152 at 6%; with 50% employer match about $258,152 at 4% or $172,102 at 6%; with 100% employer match about $193,614 at 4% or $129,076 at 6%.
David a Allen Dds 401(K) Plan-7$726,145$108,424$15,489iApproximate average salary by contribution assumption: employee only about $387,229 at 4% or $258,152 at 6%; with 50% employer match about $258,152 at 4% or $172,102 at 6%; with 100% employer match about $193,614 at 4% or $129,076 at 6%.
201616$546,275$90,032$15,005iApproximate average salary by contribution assumption: employee only about $375,133 at 4% or $250,089 at 6%; with 50% employer match about $250,089 at 4% or $166,726 at 6%; with 100% employer match about $187,567 at 4% or $125,044 at 6%.
David a Allen Dds 401(K) Plan-6$546,275$90,032$15,005iApproximate average salary by contribution assumption: employee only about $375,133 at 4% or $250,089 at 6%; with 50% employer match about $250,089 at 4% or $166,726 at 6%; with 100% employer match about $187,567 at 4% or $125,044 at 6%.
201516$415,455$82,415$13,736iApproximate average salary by contribution assumption: employee only about $343,396 at 4% or $228,931 at 6%; with 50% employer match about $228,931 at 4% or $152,620 at 6%; with 100% employer match about $171,698 at 4% or $114,465 at 6%.
David a Allen Dds 401(K) Plan-6$415,455$82,415$13,736iApproximate average salary by contribution assumption: employee only about $343,396 at 4% or $228,931 at 6%; with 50% employer match about $228,931 at 4% or $152,620 at 6%; with 100% employer match about $171,698 at 4% or $114,465 at 6%.
201416$350,213$84,781$14,130iApproximate average salary by contribution assumption: employee only about $353,254 at 4% or $235,503 at 6%; with 50% employer match about $235,503 at 4% or $157,002 at 6%; with 100% employer match about $176,627 at 4% or $117,751 at 6%.
David a Allen Dds 401(K) Plan-6$350,213$84,781$14,130iApproximate average salary by contribution assumption: employee only about $353,254 at 4% or $235,503 at 6%; with 50% employer match about $235,503 at 4% or $157,002 at 6%; with 100% employer match about $176,627 at 4% or $117,751 at 6%.
201316$259,031$87,808$14,635iApproximate average salary by contribution assumption: employee only about $365,867 at 4% or $243,911 at 6%; with 50% employer match about $243,911 at 4% or $162,607 at 6%; with 100% employer match about $182,933 at 4% or $121,956 at 6%.
David a Allen Dds 401(K) Plan-6$259,031$87,808$14,635iApproximate average salary by contribution assumption: employee only about $365,867 at 4% or $243,911 at 6%; with 50% employer match about $243,911 at 4% or $162,607 at 6%; with 100% employer match about $182,933 at 4% or $121,956 at 6%.
201216$140,432$81,613$13,602iApproximate average salary by contribution assumption: employee only about $340,054 at 4% or $226,703 at 6%; with 50% employer match about $226,703 at 4% or $151,135 at 6%; with 100% employer match about $170,027 at 4% or $113,351 at 6%.
David a Allen Dds 401(K) Plan-6$140,432$81,613$13,602iApproximate average salary by contribution assumption: employee only about $340,054 at 4% or $226,703 at 6%; with 50% employer match about $226,703 at 4% or $151,135 at 6%; with 100% employer match about $170,027 at 4% or $113,351 at 6%.
201114$57,174$59,491$14,873iApproximate average salary by contribution assumption: employee only about $371,819 at 4% or $247,879 at 6%; with 50% employer match about $247,879 at 4% or $165,253 at 6%; with 100% employer match about $185,909 at 4% or $123,940 at 6%.
David a Allen Dds 401(K) Plan-4$57,174$59,491$14,873iApproximate average salary by contribution assumption: employee only about $371,819 at 4% or $247,879 at 6%; with 50% employer match about $247,879 at 4% or $165,253 at 6%; with 100% employer match about $185,909 at 4% or $123,940 at 6%.