J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics
Plan context: J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust
EIN 20-0672105 • Florence, KY • 37 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$6,330,595
2024 Contributions
$185,049
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 9 | $6,330,595 | $185,049 | $20,561iApproximate average salary by contribution assumption: employee only about $514,025 at 4% or $342,683 at 6%; with 50% employer match about $342,683 at 4% or $228,456 at 6%; with 100% employer match about $257,013 at 4% or $171,342 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 9 | $3,691,631 | $125,144 | $13,905iApproximate average salary by contribution assumption: employee only about $347,622 at 4% or $231,748 at 6%; with 50% employer match about $231,748 at 4% or $154,499 at 6%; with 100% employer match about $173,811 at 4% or $115,874 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 7 | $2,638,964 | $59,905 | $8,558iApproximate average salary by contribution assumption: employee only about $213,946 at 4% or $142,631 at 6%; with 50% employer match about $142,631 at 4% or $95,087 at 6%; with 100% employer match about $106,973 at 4% or $71,315 at 6%. |
| 2023 | 2 | 8 | $5,155,168 | $223,735 | $27,967iApproximate average salary by contribution assumption: employee only about $699,172 at 4% or $466,115 at 6%; with 50% employer match about $466,115 at 4% or $310,743 at 6%; with 100% employer match about $349,586 at 4% or $233,057 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 8 | $2,989,778 | $119,136 | $14,892iApproximate average salary by contribution assumption: employee only about $372,300 at 4% or $248,200 at 6%; with 50% employer match about $248,200 at 4% or $165,467 at 6%; with 100% employer match about $186,150 at 4% or $124,100 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 6 | $2,165,390 | $104,599 | $17,433iApproximate average salary by contribution assumption: employee only about $435,829 at 4% or $290,553 at 6%; with 50% employer match about $290,553 at 4% or $193,702 at 6%; with 100% employer match about $217,915 at 4% or $145,276 at 6%. |
| 2022 | 2 | 8 | $4,148,989 | $205,629 | $25,704iApproximate average salary by contribution assumption: employee only about $642,591 at 4% or $428,394 at 6%; with 50% employer match about $428,394 at 4% or $285,596 at 6%; with 100% employer match about $321,295 at 4% or $214,197 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 8 | $2,428,414 | $109,433 | $13,679iApproximate average salary by contribution assumption: employee only about $341,978 at 4% or $227,985 at 6%; with 50% employer match about $227,985 at 4% or $151,990 at 6%; with 100% employer match about $170,989 at 4% or $113,993 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 6 | $1,720,575 | $96,196 | $16,033iApproximate average salary by contribution assumption: employee only about $400,817 at 4% or $267,211 at 6%; with 50% employer match about $267,211 at 4% or $178,141 at 6%; with 100% employer match about $200,408 at 4% or $133,606 at 6%. |
| 2021 | 2 | 9 | $4,891,334 | $200,791 | $22,310iApproximate average salary by contribution assumption: employee only about $557,753 at 4% or $371,835 at 6%; with 50% employer match about $371,835 at 4% or $247,890 at 6%; with 100% employer match about $278,876 at 4% or $185,918 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 9 | $2,857,219 | $99,431 | $11,048iApproximate average salary by contribution assumption: employee only about $276,197 at 4% or $184,131 at 6%; with 50% employer match about $184,131 at 4% or $122,754 at 6%; with 100% employer match about $138,099 at 4% or $92,066 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 8 | $2,034,115 | $101,360 | $12,670iApproximate average salary by contribution assumption: employee only about $316,750 at 4% or $211,167 at 6%; with 50% employer match about $211,167 at 4% or $140,778 at 6%; with 100% employer match about $158,375 at 4% or $105,583 at 6%. |
| 2020 | 2 | 11 | $4,049,219 | $188,872 | $17,170iApproximate average salary by contribution assumption: employee only about $429,255 at 4% or $286,170 at 6%; with 50% employer match about $286,170 at 4% or $190,780 at 6%; with 100% employer match about $214,627 at 4% or $143,085 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 11 | $2,397,020 | $92,547 | $8,413iApproximate average salary by contribution assumption: employee only about $210,334 at 4% or $140,223 at 6%; with 50% employer match about $140,223 at 4% or $93,482 at 6%; with 100% employer match about $105,167 at 4% or $70,111 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 8 | $1,652,199 | $96,325 | $12,041iApproximate average salary by contribution assumption: employee only about $301,016 at 4% or $200,677 at 6%; with 50% employer match about $200,677 at 4% or $133,785 at 6%; with 100% employer match about $150,508 at 4% or $100,339 at 6%. |
| 2019 | 2 | 9 | $3,261,841 | $182,877 | $20,320iApproximate average salary by contribution assumption: employee only about $507,992 at 4% or $338,661 at 6%; with 50% employer match about $338,661 at 4% or $225,774 at 6%; with 100% employer match about $253,996 at 4% or $169,331 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 9 | $1,965,534 | $88,848 | $9,872iApproximate average salary by contribution assumption: employee only about $246,800 at 4% or $164,533 at 6%; with 50% employer match about $164,533 at 4% or $109,689 at 6%; with 100% employer match about $123,400 at 4% or $82,267 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 7 | $1,296,307 | $94,029 | $13,433iApproximate average salary by contribution assumption: employee only about $335,818 at 4% or $223,879 at 6%; with 50% employer match about $223,879 at 4% or $149,252 at 6%; with 100% employer match about $167,909 at 4% or $111,939 at 6%. |
| 2018 | 2 | 8 | $2,542,115 | $99,385 | $12,423iApproximate average salary by contribution assumption: employee only about $310,578 at 4% or $207,052 at 6%; with 50% employer match about $207,052 at 4% or $138,035 at 6%; with 100% employer match about $155,289 at 4% or $103,526 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 8 | $1,580,991 | $99,385 | $12,423iApproximate average salary by contribution assumption: employee only about $310,578 at 4% or $207,052 at 6%; with 50% employer match about $207,052 at 4% or $138,035 at 6%; with 100% employer match about $155,289 at 4% or $103,526 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 6 | $961,124 | $0 | - |
| 2017 | 2 | 7 | $2,617,810 | $176,841 | $25,263iApproximate average salary by contribution assumption: employee only about $631,575 at 4% or $421,050 at 6%; with 50% employer match about $421,050 at 4% or $280,700 at 6%; with 100% employer match about $315,788 at 4% or $210,525 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 7 | $1,591,035 | $99,838 | $14,263iApproximate average salary by contribution assumption: employee only about $356,564 at 4% or $237,710 at 6%; with 50% employer match about $237,710 at 4% or $158,473 at 6%; with 100% employer match about $178,282 at 4% or $118,855 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 5 | $1,026,775 | $77,003 | $15,401iApproximate average salary by contribution assumption: employee only about $385,015 at 4% or $256,677 at 6%; with 50% employer match about $256,677 at 4% or $171,118 at 6%; with 100% employer match about $192,508 at 4% or $128,338 at 6%. |
| 2016 | 2 | 7 | $2,040,527 | $165,827 | $23,690iApproximate average salary by contribution assumption: employee only about $592,239 at 4% or $394,826 at 6%; with 50% employer match about $394,826 at 4% or $263,217 at 6%; with 100% employer match about $296,120 at 4% or $197,413 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 7 | $1,251,194 | $95,945 | $13,706iApproximate average salary by contribution assumption: employee only about $342,661 at 4% or $228,440 at 6%; with 50% employer match about $228,440 at 4% or $152,294 at 6%; with 100% employer match about $171,330 at 4% or $114,220 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 6 | $789,333 | $69,882 | $11,647iApproximate average salary by contribution assumption: employee only about $291,175 at 4% or $194,117 at 6%; with 50% employer match about $194,117 at 4% or $129,411 at 6%; with 100% employer match about $145,588 at 4% or $97,058 at 6%. |
| 2015 | 2 | 7 | $1,755,979 | $162,019 | $23,146iApproximate average salary by contribution assumption: employee only about $578,639 at 4% or $385,760 at 6%; with 50% employer match about $385,760 at 4% or $257,173 at 6%; with 100% employer match about $289,320 at 4% or $192,880 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 7 | $1,094,659 | $97,378 | $13,911iApproximate average salary by contribution assumption: employee only about $347,779 at 4% or $231,852 at 6%; with 50% employer match about $231,852 at 4% or $154,568 at 6%; with 100% employer match about $173,889 at 4% or $115,926 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 6 | $661,320 | $64,641 | $10,774iApproximate average salary by contribution assumption: employee only about $269,338 at 4% or $179,558 at 6%; with 50% employer match about $179,558 at 4% or $119,706 at 6%; with 100% employer match about $134,669 at 4% or $89,779 at 6%. |
| 2014 | 2 | 6 | $1,590,044 | $163,339 | $27,223iApproximate average salary by contribution assumption: employee only about $680,579 at 4% or $453,719 at 6%; with 50% employer match about $453,719 at 4% or $302,480 at 6%; with 100% employer match about $340,290 at 4% or $226,860 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $992,535 | $90,966 | $15,161iApproximate average salary by contribution assumption: employee only about $379,025 at 4% or $252,683 at 6%; with 50% employer match about $252,683 at 4% or $168,456 at 6%; with 100% employer match about $189,513 at 4% or $126,342 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 5 | $597,509 | $72,373 | $14,475iApproximate average salary by contribution assumption: employee only about $361,865 at 4% or $241,243 at 6%; with 50% employer match about $241,243 at 4% or $160,829 at 6%; with 100% employer match about $180,933 at 4% or $120,622 at 6%. |
| 2013 | 2 | 6 | $1,283,878 | $166,705 | $27,784iApproximate average salary by contribution assumption: employee only about $694,604 at 4% or $463,069 at 6%; with 50% employer match about $463,069 at 4% or $308,713 at 6%; with 100% employer match about $347,302 at 4% or $231,535 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $804,456 | $93,112 | $15,519iApproximate average salary by contribution assumption: employee only about $387,967 at 4% or $258,644 at 6%; with 50% employer match about $258,644 at 4% or $172,430 at 6%; with 100% employer match about $193,983 at 4% or $129,322 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 5 | $479,422 | $73,593 | $14,719iApproximate average salary by contribution assumption: employee only about $367,965 at 4% or $245,310 at 6%; with 50% employer match about $245,310 at 4% or $163,540 at 6%; with 100% employer match about $183,983 at 4% or $122,655 at 6%. |
| 2012 | 2 | 6 | $933,344 | $162,036 | $27,006iApproximate average salary by contribution assumption: employee only about $675,150 at 4% or $450,100 at 6%; with 50% employer match about $450,100 at 4% or $300,067 at 6%; with 100% employer match about $337,575 at 4% or $225,050 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $588,196 | $91,046 | $15,174iApproximate average salary by contribution assumption: employee only about $379,358 at 4% or $252,906 at 6%; with 50% employer match about $252,906 at 4% or $168,604 at 6%; with 100% employer match about $189,679 at 4% or $126,453 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 5 | $345,148 | $70,990 | $14,198iApproximate average salary by contribution assumption: employee only about $354,950 at 4% or $236,633 at 6%; with 50% employer match about $236,633 at 4% or $157,756 at 6%; with 100% employer match about $177,475 at 4% or $118,317 at 6%. |
| 2011 | 2 | 6 | $715,139 | $151,362 | $25,227iApproximate average salary by contribution assumption: employee only about $630,675 at 4% or $420,450 at 6%; with 50% employer match about $420,450 at 4% or $280,300 at 6%; with 100% employer match about $315,338 at 4% or $210,225 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $462,409 | $86,501 | $14,417iApproximate average salary by contribution assumption: employee only about $360,421 at 4% or $240,281 at 6%; with 50% employer match about $240,281 at 4% or $160,187 at 6%; with 100% employer match about $180,210 at 4% or $120,140 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 5 | $252,730 | $64,861 | $12,972iApproximate average salary by contribution assumption: employee only about $324,305 at 4% or $216,203 at 6%; with 50% employer match about $216,203 at 4% or $144,136 at 6%; with 100% employer match about $162,153 at 4% or $108,102 at 6%. |
| 2010 | 2 | 6 | $620,110 | $156,373 | $26,062iApproximate average salary by contribution assumption: employee only about $651,554 at 4% or $434,369 at 6%; with 50% employer match about $434,369 at 4% or $289,580 at 6%; with 100% employer match about $325,777 at 4% or $217,185 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $411,415 | $88,937 | $14,823iApproximate average salary by contribution assumption: employee only about $370,571 at 4% or $247,047 at 6%; with 50% employer match about $247,047 at 4% or $164,698 at 6%; with 100% employer match about $185,285 at 4% or $123,524 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 5 | $208,695 | $67,436 | $13,487iApproximate average salary by contribution assumption: employee only about $337,180 at 4% or $224,787 at 6%; with 50% employer match about $224,787 at 4% or $149,858 at 6%; with 100% employer match about $168,590 at 4% or $112,393 at 6%. |
| 2009 | 2 | 6 | $449,224 | $133,629 | $22,272iApproximate average salary by contribution assumption: employee only about $556,788 at 4% or $371,192 at 6%; with 50% employer match about $371,192 at 4% or $247,461 at 6%; with 100% employer match about $278,394 at 4% or $185,596 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $311,691 | $67,869 | $11,312iApproximate average salary by contribution assumption: employee only about $282,788 at 4% or $188,525 at 6%; with 50% employer match about $188,525 at 4% or $125,683 at 6%; with 100% employer match about $141,394 at 4% or $94,263 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 5 | $137,533 | $65,760 | $13,152iApproximate average salary by contribution assumption: employee only about $328,800 at 4% or $219,200 at 6%; with 50% employer match about $219,200 at 4% or $146,133 at 6%; with 100% employer match about $164,400 at 4% or $109,600 at 6%. |
| 2008 | 2 | 5 | $191,305 | $52,238 | $10,448iApproximate average salary by contribution assumption: employee only about $261,190 at 4% or $174,127 at 6%; with 50% employer match about $174,127 at 4% or $116,084 at 6%; with 100% employer match about $130,595 at 4% or $87,063 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 5 | $191,305 | $52,238 | $10,448iApproximate average salary by contribution assumption: employee only about $261,190 at 4% or $174,127 at 6%; with 50% employer match about $174,127 at 4% or $116,084 at 6%; with 100% employer match about $130,595 at 4% or $87,063 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics Cash Balance Pension Plan | - | 5 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 5 | $140,859 | $71,942 | $14,388iApproximate average salary by contribution assumption: employee only about $359,710 at 4% or $239,807 at 6%; with 50% employer match about $239,807 at 4% or $159,871 at 6%; with 100% employer match about $179,855 at 4% or $119,903 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 5 | $140,859 | $71,942 | $14,388iApproximate average salary by contribution assumption: employee only about $359,710 at 4% or $239,807 at 6%; with 50% employer match about $239,807 at 4% or $159,871 at 6%; with 100% employer match about $179,855 at 4% or $119,903 at 6%. |
| 2005 | 1 | 2 | $61,547 | $61,547 | $30,774iApproximate average salary by contribution assumption: employee only about $769,338 at 4% or $512,892 at 6%; with 50% employer match about $512,892 at 4% or $341,928 at 6%; with 100% employer match about $384,669 at 4% or $256,446 at 6%. |
| J. Eric Walden, DMD, Ms PLLC DBA Northern Kentucky Endodontics 401(K) Profit Sharing Plan and Trust | - | 2 | $61,547 | $61,547 | $30,774iApproximate average salary by contribution assumption: employee only about $769,338 at 4% or $512,892 at 6%; with 50% employer match about $512,892 at 4% or $341,928 at 6%; with 100% employer match about $384,669 at 4% or $256,446 at 6%. |