Civic Intelligence

Brandon Schwindt, DMD PC

Plan context: Brandon Schwindt, DMD PC 401(K) Plan

EIN 20-1257183 • Tigard, OR • 20 filings • 3 plans

11455 SW Summerfield DriveTigard, OR 97224
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,792,140

2024 Contributions

$202,233

Historical Graphs

Total Assets Over Time

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

$3,792,140$1,896,070$0201220182024YearValue
$3,792,140Latest year 2024

Participants Over Time

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

1890201220182024YearValue
16Latest 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
2024216$3,792,140$202,233$12,640iApproximate average salary by contribution assumption: employee only about $315,989 at 4% or $210,659 at 6%; with 50% employer match about $210,659 at 4% or $140,440 at 6%; with 100% employer match about $157,995 at 4% or $105,330 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-16$2,216,746$202,233$12,640iApproximate average salary by contribution assumption: employee only about $315,989 at 4% or $210,659 at 6%; with 50% employer match about $210,659 at 4% or $140,440 at 6%; with 100% employer match about $157,995 at 4% or $105,330 at 6%.
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN-14$1,575,394$0-
2023215$3,304,005$210,678$14,045iApproximate average salary by contribution assumption: employee only about $351,130 at 4% or $234,087 at 6%; with 50% employer match about $234,087 at 4% or $156,058 at 6%; with 100% employer match about $175,565 at 4% or $117,043 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-14$1,844,744$181,923$12,995iApproximate average salary by contribution assumption: employee only about $324,863 at 4% or $216,575 at 6%; with 50% employer match about $216,575 at 4% or $144,383 at 6%; with 100% employer match about $162,431 at 4% or $108,288 at 6%.
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN-15$1,459,261$28,755$1,917iApproximate average salary by contribution assumption: employee only about $47,925 at 4% or $31,950 at 6%; with 50% employer match about $31,950 at 4% or $21,300 at 6%; with 100% employer match about $23,963 at 4% or $15,975 at 6%.
2022218$2,862,827$474,885$26,383iApproximate average salary by contribution assumption: employee only about $659,563 at 4% or $439,708 at 6%; with 50% employer match about $439,708 at 4% or $293,139 at 6%; with 100% employer match about $329,781 at 4% or $219,854 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-18$1,589,387$124,625$6,924iApproximate average salary by contribution assumption: employee only about $173,090 at 4% or $115,394 at 6%; with 50% employer match about $115,394 at 4% or $76,929 at 6%; with 100% employer match about $86,545 at 4% or $57,697 at 6%.
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN-11$1,273,440$350,260$31,842iApproximate average salary by contribution assumption: employee only about $796,045 at 4% or $530,697 at 6%; with 50% employer match about $530,697 at 4% or $353,798 at 6%; with 100% employer match about $398,023 at 4% or $265,348 at 6%.
2021215$2,932,476$413,958$27,597iApproximate average salary by contribution assumption: employee only about $689,930 at 4% or $459,953 at 6%; with 50% employer match about $459,953 at 4% or $306,636 at 6%; with 100% employer match about $344,965 at 4% or $229,977 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-15$1,879,435$188,958$12,597iApproximate average salary by contribution assumption: employee only about $314,930 at 4% or $209,953 at 6%; with 50% employer match about $209,953 at 4% or $139,969 at 6%; with 100% employer match about $157,465 at 4% or $104,977 at 6%.
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN-9$1,053,041$225,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2020216$2,256,711$384,773$24,048iApproximate average salary by contribution assumption: employee only about $601,208 at 4% or $400,805 at 6%; with 50% employer match about $400,805 at 4% or $267,203 at 6%; with 100% employer match about $300,604 at 4% or $200,403 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-16$1,515,351$84,773$5,298iApproximate average salary by contribution assumption: employee only about $132,458 at 4% or $88,305 at 6%; with 50% employer match about $88,305 at 4% or $58,870 at 6%; with 100% employer match about $66,229 at 4% or $44,153 at 6%.
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN-10$741,360$300,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
2019213$1,551,612$289,335$22,257iApproximate average salary by contribution assumption: employee only about $556,413 at 4% or $370,942 at 6%; with 50% employer match about $370,942 at 4% or $247,295 at 6%; with 100% employer match about $278,207 at 4% or $185,471 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-13$1,156,943$79,323$6,102iApproximate average salary by contribution assumption: employee only about $152,544 at 4% or $101,696 at 6%; with 50% employer match about $101,696 at 4% or $67,797 at 6%; with 100% employer match about $76,272 at 4% or $50,848 at 6%.
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN-9$394,669$210,012$23,335iApproximate average salary by contribution assumption: employee only about $583,367 at 4% or $388,911 at 6%; with 50% employer match about $388,911 at 4% or $259,274 at 6%; with 100% employer match about $291,683 at 4% or $194,456 at 6%.
2018212$1,042,527$241,301$20,108iApproximate average salary by contribution assumption: employee only about $502,710 at 4% or $335,140 at 6%; with 50% employer match about $335,140 at 4% or $223,427 at 6%; with 100% employer match about $251,355 at 4% or $167,570 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-12$888,558$88,557$7,380iApproximate average salary by contribution assumption: employee only about $184,494 at 4% or $122,996 at 6%; with 50% employer match about $122,996 at 4% or $81,997 at 6%; with 100% employer match about $92,247 at 4% or $61,498 at 6%.
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN-8$153,969$152,744$19,093iApproximate average salary by contribution assumption: employee only about $477,325 at 4% or $318,217 at 6%; with 50% employer match about $318,217 at 4% or $212,144 at 6%; with 100% employer match about $238,663 at 4% or $159,108 at 6%.
2017115$874,217$138,629$9,242iApproximate average salary by contribution assumption: employee only about $231,048 at 4% or $154,032 at 6%; with 50% employer match about $154,032 at 4% or $102,688 at 6%; with 100% employer match about $115,524 at 4% or $77,016 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-15$874,217$138,629$9,242iApproximate average salary by contribution assumption: employee only about $231,048 at 4% or $154,032 at 6%; with 50% employer match about $154,032 at 4% or $102,688 at 6%; with 100% employer match about $115,524 at 4% or $77,016 at 6%.
2016112$608,629$134,103$11,175iApproximate average salary by contribution assumption: employee only about $279,381 at 4% or $186,254 at 6%; with 50% employer match about $186,254 at 4% or $124,169 at 6%; with 100% employer match about $139,691 at 4% or $93,127 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-12$608,629$134,103$11,175iApproximate average salary by contribution assumption: employee only about $279,381 at 4% or $186,254 at 6%; with 50% employer match about $186,254 at 4% or $124,169 at 6%; with 100% employer match about $139,691 at 4% or $93,127 at 6%.
2015111$451,794$101,938$9,267iApproximate average salary by contribution assumption: employee only about $231,677 at 4% or $154,452 at 6%; with 50% employer match about $154,452 at 4% or $102,968 at 6%; with 100% employer match about $115,839 at 4% or $77,226 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-11$451,794$101,938$9,267iApproximate average salary by contribution assumption: employee only about $231,677 at 4% or $154,452 at 6%; with 50% employer match about $154,452 at 4% or $102,968 at 6%; with 100% employer match about $115,839 at 4% or $77,226 at 6%.
2014111$358,742$95,491$8,681iApproximate average salary by contribution assumption: employee only about $217,025 at 4% or $144,683 at 6%; with 50% employer match about $144,683 at 4% or $96,456 at 6%; with 100% employer match about $108,513 at 4% or $72,342 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-11$358,742$95,491$8,681iApproximate average salary by contribution assumption: employee only about $217,025 at 4% or $144,683 at 6%; with 50% employer match about $144,683 at 4% or $96,456 at 6%; with 100% employer match about $108,513 at 4% or $72,342 at 6%.
2013111$254,591$141,766$12,888iApproximate average salary by contribution assumption: employee only about $322,195 at 4% or $214,797 at 6%; with 50% employer match about $214,797 at 4% or $143,198 at 6%; with 100% employer match about $161,098 at 4% or $107,398 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-11$254,591$141,766$12,888iApproximate average salary by contribution assumption: employee only about $322,195 at 4% or $214,797 at 6%; with 50% employer match about $214,797 at 4% or $143,198 at 6%; with 100% employer match about $161,098 at 4% or $107,398 at 6%.
201219$88,713$87,526$9,725iApproximate average salary by contribution assumption: employee only about $243,128 at 4% or $162,085 at 6%; with 50% employer match about $162,085 at 4% or $108,057 at 6%; with 100% employer match about $121,564 at 4% or $81,043 at 6%.
Brandon Schwindt, DMD PC 401(K) Plan-9$88,713$87,526$9,725iApproximate average salary by contribution assumption: employee only about $243,128 at 4% or $162,085 at 6%; with 50% employer match about $162,085 at 4% or $108,057 at 6%; with 100% employer match about $121,564 at 4% or $81,043 at 6%.