Civic Intelligence

David E. Chavez D.D.S. PC.

Plan context: David E. Chavez, D.D.S. PC. Cash Balance Plan

EIN 20-0691489 • Lakewood, CO • 26 filings • 4 plans

8015 West Alameda Avenue, Suite 140Lakewood, CO 80226-3006
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,551,609

2024 Contributions

$213,007

Historical Graphs

Total Assets Over Time

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

$3,551,609$1,775,805$0201220182023YearValue
$3,551,609Latest year 2023

Participants Over Time

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

740201220182023YearValue
5Latest 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-
David E. Chavez, D.D.S. PC. Cash Balance Plan-0$0--
David E. Chavez D.D.S. PC., 401(K) Plan-0$0--
202325$3,551,609$213,007$42,601iApproximate average salary by contribution assumption: employee only about $1,065,035 at 4% or $710,023 at 6%; with 50% employer match about $710,023 at 4% or $473,349 at 6%; with 100% employer match about $532,518 at 4% or $355,012 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-4$2,733,116$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-5$818,493$63,007$12,601iApproximate average salary by contribution assumption: employee only about $315,035 at 4% or $210,023 at 6%; with 50% employer match about $210,023 at 4% or $140,016 at 6%; with 100% employer match about $157,518 at 4% or $105,012 at 6%.
202224$3,036,388$216,524$54,131iApproximate average salary by contribution assumption: employee only about $1,353,275 at 4% or $902,183 at 6%; with 50% employer match about $902,183 at 4% or $601,456 at 6%; with 100% employer match about $676,638 at 4% or $451,092 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-4$2,324,243$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-4$712,145$66,524$16,631iApproximate average salary by contribution assumption: employee only about $415,775 at 4% or $277,183 at 6%; with 50% employer match about $277,183 at 4% or $184,789 at 6%; with 100% employer match about $207,888 at 4% or $138,592 at 6%.
202124$3,220,105$206,590$51,648iApproximate average salary by contribution assumption: employee only about $1,291,188 at 4% or $860,792 at 6%; with 50% employer match about $860,792 at 4% or $573,861 at 6%; with 100% employer match about $645,594 at 4% or $430,396 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-4$2,489,041$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-4$731,064$56,590$14,148iApproximate average salary by contribution assumption: employee only about $353,688 at 4% or $235,792 at 6%; with 50% employer match about $235,792 at 4% or $157,194 at 6%; with 100% employer match about $176,844 at 4% or $117,896 at 6%.
202024$2,465,880$328,640$82,160iApproximate average salary by contribution assumption: employee only about $2,054,000 at 4% or $1,369,333 at 6%; with 50% employer match about $1,369,333 at 4% or $912,889 at 6%; with 100% employer match about $1,027,000 at 4% or $684,667 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-4$1,895,483$271,225$67,806iApproximate average salary by contribution assumption: employee only about $1,695,156 at 4% or $1,130,104 at 6%; with 50% employer match about $1,130,104 at 4% or $753,403 at 6%; with 100% employer match about $847,578 at 4% or $565,052 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-4$570,397$57,415$14,354iApproximate average salary by contribution assumption: employee only about $358,844 at 4% or $239,229 at 6%; with 50% employer match about $239,229 at 4% or $159,486 at 6%; with 100% employer match about $179,422 at 4% or $119,615 at 6%.
201924$2,026,272$217,703$54,426iApproximate average salary by contribution assumption: employee only about $1,360,644 at 4% or $907,096 at 6%; with 50% employer match about $907,096 at 4% or $604,731 at 6%; with 100% employer match about $680,322 at 4% or $453,548 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-4$1,564,288$163,596$40,899iApproximate average salary by contribution assumption: employee only about $1,022,475 at 4% or $681,650 at 6%; with 50% employer match about $681,650 at 4% or $454,433 at 6%; with 100% employer match about $511,238 at 4% or $340,825 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-4$461,984$54,107$13,527iApproximate average salary by contribution assumption: employee only about $338,169 at 4% or $225,446 at 6%; with 50% employer match about $225,446 at 4% or $150,297 at 6%; with 100% employer match about $169,084 at 4% or $112,723 at 6%.
201824$1,664,688$381,253$95,313iApproximate average salary by contribution assumption: employee only about $2,382,831 at 4% or $1,588,554 at 6%; with 50% employer match about $1,588,554 at 4% or $1,059,036 at 6%; with 100% employer match about $1,191,416 at 4% or $794,277 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-3$1,318,490$323,851$107,950iApproximate average salary by contribution assumption: employee only about $2,698,758 at 4% or $1,799,172 at 6%; with 50% employer match about $1,799,172 at 4% or $1,199,448 at 6%; with 100% employer match about $1,349,379 at 4% or $899,586 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-4$346,198$57,402$14,351iApproximate average salary by contribution assumption: employee only about $358,763 at 4% or $239,175 at 6%; with 50% employer match about $239,175 at 4% or $159,450 at 6%; with 100% employer match about $179,381 at 4% or $119,588 at 6%.
201727$1,322,295$55,301$7,900iApproximate average salary by contribution assumption: employee only about $197,504 at 4% or $131,669 at 6%; with 50% employer match about $131,669 at 4% or $87,779 at 6%; with 100% employer match about $98,752 at 4% or $65,835 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-4$1,020,391$0-
David E. Chavez D.D.S. PC., 401(K) Plan-7$301,904$55,301$7,900iApproximate average salary by contribution assumption: employee only about $197,504 at 4% or $131,669 at 6%; with 50% employer match about $131,669 at 4% or $87,779 at 6%; with 100% employer match about $98,752 at 4% or $65,835 at 6%.
201626$1,166,085$219,860$36,643iApproximate average salary by contribution assumption: employee only about $916,083 at 4% or $610,722 at 6%; with 50% employer match about $610,722 at 4% or $407,148 at 6%; with 100% employer match about $458,042 at 4% or $305,361 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-4$938,481$165,000$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-6$227,604$54,860$9,143iApproximate average salary by contribution assumption: employee only about $228,583 at 4% or $152,389 at 6%; with 50% employer match about $152,389 at 4% or $101,593 at 6%; with 100% employer match about $114,292 at 4% or $76,194 at 6%.
201525$887,477$236,373$47,275iApproximate average salary by contribution assumption: employee only about $1,181,865 at 4% or $787,910 at 6%; with 50% employer match about $787,910 at 4% or $525,273 at 6%; with 100% employer match about $590,933 at 4% or $393,955 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-3$721,845$185,469$61,823iApproximate average salary by contribution assumption: employee only about $1,545,575 at 4% or $1,030,383 at 6%; with 50% employer match about $1,030,383 at 4% or $686,922 at 6%; with 100% employer match about $772,788 at 4% or $515,192 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-5$165,632$50,904$10,181iApproximate average salary by contribution assumption: employee only about $254,520 at 4% or $169,680 at 6%; with 50% employer match about $169,680 at 4% or $113,120 at 6%; with 100% employer match about $127,260 at 4% or $84,840 at 6%.
201424$649,599$205,617$51,404iApproximate average salary by contribution assumption: employee only about $1,285,106 at 4% or $856,738 at 6%; with 50% employer match about $856,738 at 4% or $571,158 at 6%; with 100% employer match about $642,553 at 4% or $428,369 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-3$533,915$165,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-4$115,684$40,617$10,154iApproximate average salary by contribution assumption: employee only about $253,856 at 4% or $169,238 at 6%; with 50% employer match about $169,238 at 4% or $112,825 at 6%; with 100% employer match about $126,928 at 4% or $84,619 at 6%.
201324$444,820$190,500$47,625iApproximate average salary by contribution assumption: employee only about $1,190,625 at 4% or $793,750 at 6%; with 50% employer match about $793,750 at 4% or $529,167 at 6%; with 100% employer match about $595,313 at 4% or $396,875 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-3$358,499$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-4$86,321$40,500$10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,563 at 4% or $84,375 at 6%.
201223$244,905$244,905$81,635iApproximate average salary by contribution assumption: employee only about $2,040,875 at 4% or $1,360,583 at 6%; with 50% employer match about $1,360,583 at 4% or $907,056 at 6%; with 100% employer match about $1,020,438 at 4% or $680,292 at 6%.
David E. Chavez, D.D.S. PC. Cash Balance Plan-2$200,000$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
David E. Chavez D.D.S. PC., 401(K) Plan-3$44,905$44,905$14,968iApproximate average salary by contribution assumption: employee only about $374,208 at 4% or $249,472 at 6%; with 50% employer match about $249,472 at 4% or $166,315 at 6%; with 100% employer match about $187,104 at 4% or $124,736 at 6%.