Civic Intelligence

Chad L. Kleven, D.D.S., P.S.

Plan context: Advanced Dental Services Retirement Plan & Trust

EIN 20-1852312 • Longview, WA • 12 filings • 1 plans

870 11th Avenue.,Longview, WA 98632
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,523,454

2024 Contributions

$123,406

Historical Graphs

Total Assets Over Time

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

$2,612,813$1,306,407$0201320192024YearValue
$2,523,454Latest year 2024

Participants Over Time

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

1050201320192024YearValue
9Latest 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
202419$2,523,454$123,406$13,712iApproximate average salary by contribution assumption: employee only about $342,794 at 4% or $228,530 at 6%; with 50% employer match about $228,530 at 4% or $152,353 at 6%; with 100% employer match about $171,397 at 4% or $114,265 at 6%.
Advanced Dental Services Retirement Plan & Trust-9$2,523,454$123,406$13,712iApproximate average salary by contribution assumption: employee only about $342,794 at 4% or $228,530 at 6%; with 50% employer match about $228,530 at 4% or $152,353 at 6%; with 100% employer match about $171,397 at 4% or $114,265 at 6%.
2023110$2,330,585$74,507$7,451iApproximate average salary by contribution assumption: employee only about $186,268 at 4% or $124,178 at 6%; with 50% employer match about $124,178 at 4% or $82,786 at 6%; with 100% employer match about $93,134 at 4% or $62,089 at 6%.
Advanced Dental Services Retirement Plan & Trust-10$2,330,585$74,507$7,451iApproximate average salary by contribution assumption: employee only about $186,268 at 4% or $124,178 at 6%; with 50% employer match about $124,178 at 4% or $82,786 at 6%; with 100% employer match about $93,134 at 4% or $62,089 at 6%.
2022110$1,948,374$122,799$12,280iApproximate average salary by contribution assumption: employee only about $306,998 at 4% or $204,665 at 6%; with 50% employer match about $204,665 at 4% or $136,443 at 6%; with 100% employer match about $153,499 at 4% or $102,333 at 6%.
Advanced Dental Services Retirement Plan & Trust-10$1,948,374$122,799$12,280iApproximate average salary by contribution assumption: employee only about $306,998 at 4% or $204,665 at 6%; with 50% employer match about $204,665 at 4% or $136,443 at 6%; with 100% employer match about $153,499 at 4% or $102,333 at 6%.
2021110$2,198,437$115,077$11,508iApproximate average salary by contribution assumption: employee only about $287,693 at 4% or $191,795 at 6%; with 50% employer match about $191,795 at 4% or $127,863 at 6%; with 100% employer match about $143,846 at 4% or $95,898 at 6%.
Advanced Dental Services Retirement Plan & Trust-10$2,198,437$115,077$11,508iApproximate average salary by contribution assumption: employee only about $287,693 at 4% or $191,795 at 6%; with 50% employer match about $191,795 at 4% or $127,863 at 6%; with 100% employer match about $143,846 at 4% or $95,898 at 6%.
2020110$1,820,948$110,745$11,075iApproximate average salary by contribution assumption: employee only about $276,863 at 4% or $184,575 at 6%; with 50% employer match about $184,575 at 4% or $123,050 at 6%; with 100% employer match about $138,431 at 4% or $92,288 at 6%.
Advanced Dental Services Retirement Plan & Trust-10$1,820,948$110,745$11,075iApproximate average salary by contribution assumption: employee only about $276,863 at 4% or $184,575 at 6%; with 50% employer match about $184,575 at 4% or $123,050 at 6%; with 100% employer match about $138,431 at 4% or $92,288 at 6%.
2019110$1,740,878$87,407$8,741iApproximate average salary by contribution assumption: employee only about $218,518 at 4% or $145,678 at 6%; with 50% employer match about $145,678 at 4% or $97,119 at 6%; with 100% employer match about $109,259 at 4% or $72,839 at 6%.
Advanced Dental Services Retirement Plan & Trust-10$1,740,878$87,407$8,741iApproximate average salary by contribution assumption: employee only about $218,518 at 4% or $145,678 at 6%; with 50% employer match about $145,678 at 4% or $97,119 at 6%; with 100% employer match about $109,259 at 4% or $72,839 at 6%.
201819$1,365,903$99,650$11,072iApproximate average salary by contribution assumption: employee only about $276,806 at 4% or $184,537 at 6%; with 50% employer match about $184,537 at 4% or $123,025 at 6%; with 100% employer match about $138,403 at 4% or $92,269 at 6%.
Advanced Dental Services Retirement Plan & Trust-9$1,365,903$99,650$11,072iApproximate average salary by contribution assumption: employee only about $276,806 at 4% or $184,537 at 6%; with 50% employer match about $184,537 at 4% or $123,025 at 6%; with 100% employer match about $138,403 at 4% or $92,269 at 6%.
201718$1,615,405$74,098$9,262iApproximate average salary by contribution assumption: employee only about $231,556 at 4% or $154,371 at 6%; with 50% employer match about $154,371 at 4% or $102,914 at 6%; with 100% employer match about $115,778 at 4% or $77,185 at 6%.
Advanced Dental Services Retirement Plan & Trust-8$1,615,405$74,098$9,262iApproximate average salary by contribution assumption: employee only about $231,556 at 4% or $154,371 at 6%; with 50% employer match about $154,371 at 4% or $102,914 at 6%; with 100% employer match about $115,778 at 4% or $77,185 at 6%.
201617$1,432,744$71,698$10,243iApproximate average salary by contribution assumption: employee only about $256,064 at 4% or $170,710 at 6%; with 50% employer match about $170,710 at 4% or $113,806 at 6%; with 100% employer match about $128,032 at 4% or $85,355 at 6%.
Advanced Dental Services Retirement Plan & Trust-7$1,432,744$71,698$10,243iApproximate average salary by contribution assumption: employee only about $256,064 at 4% or $170,710 at 6%; with 50% employer match about $170,710 at 4% or $113,806 at 6%; with 100% employer match about $128,032 at 4% or $85,355 at 6%.
201518$1,320,384$75,946$9,493iApproximate average salary by contribution assumption: employee only about $237,331 at 4% or $158,221 at 6%; with 50% employer match about $158,221 at 4% or $105,481 at 6%; with 100% employer match about $118,666 at 4% or $79,110 at 6%.
Advanced Dental Services Retirement Plan & Trust-8$1,320,384$75,946$9,493iApproximate average salary by contribution assumption: employee only about $237,331 at 4% or $158,221 at 6%; with 50% employer match about $158,221 at 4% or $105,481 at 6%; with 100% employer match about $118,666 at 4% or $79,110 at 6%.
201417$2,612,813$73,457$10,494iApproximate average salary by contribution assumption: employee only about $262,346 at 4% or $174,898 at 6%; with 50% employer match about $174,898 at 4% or $116,598 at 6%; with 100% employer match about $131,173 at 4% or $87,449 at 6%.
Advanced Dental Services Retirement Plan & Trust-7$2,612,813$73,457$10,494iApproximate average salary by contribution assumption: employee only about $262,346 at 4% or $174,898 at 6%; with 50% employer match about $174,898 at 4% or $116,598 at 6%; with 100% employer match about $131,173 at 4% or $87,449 at 6%.
201317$2,517,323$102,666$14,667iApproximate average salary by contribution assumption: employee only about $366,664 at 4% or $244,443 at 6%; with 50% employer match about $244,443 at 4% or $162,962 at 6%; with 100% employer match about $183,332 at 4% or $122,221 at 6%.
Advanced Dental Services Retirement Plan & Trust-7$2,517,323$102,666$14,667iApproximate average salary by contribution assumption: employee only about $366,664 at 4% or $244,443 at 6%; with 50% employer match about $244,443 at 4% or $162,962 at 6%; with 100% employer match about $183,332 at 4% or $122,221 at 6%.