EDWARD P. ALLEN, D.D.S., P.A.
Plan context: EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST
EIN 20-1941190 • Dallas, TX • 37 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,050,780
2025 Contributions
$75,871
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $1,050,780 | $75,871 | $18,968iApproximate average salary by contribution assumption: employee only about $474,194 at 4% or $316,129 at 6%; with 50% employer match about $316,129 at 4% or $210,753 at 6%; with 100% employer match about $237,097 at 4% or $158,065 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 4 | $1,050,780 | $75,871 | $18,968iApproximate average salary by contribution assumption: employee only about $474,194 at 4% or $316,129 at 6%; with 50% employer match about $316,129 at 4% or $210,753 at 6%; with 100% employer match about $237,097 at 4% or $158,065 at 6%. |
| 2024 | 1 | 2 | $889,586 | $31,258 | $15,629iApproximate average salary by contribution assumption: employee only about $390,725 at 4% or $260,483 at 6%; with 50% employer match about $260,483 at 4% or $173,656 at 6%; with 100% employer match about $195,363 at 4% or $130,242 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 2 | $889,586 | $31,258 | $15,629iApproximate average salary by contribution assumption: employee only about $390,725 at 4% or $260,483 at 6%; with 50% employer match about $260,483 at 4% or $173,656 at 6%; with 100% employer match about $195,363 at 4% or $130,242 at 6%. |
| 2023 | 1 | 4 | $947,296 | $45,929 | $11,482iApproximate average salary by contribution assumption: employee only about $287,056 at 4% or $191,371 at 6%; with 50% employer match about $191,371 at 4% or $127,581 at 6%; with 100% employer match about $143,528 at 4% or $95,685 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 4 | $947,296 | $45,929 | $11,482iApproximate average salary by contribution assumption: employee only about $287,056 at 4% or $191,371 at 6%; with 50% employer match about $191,371 at 4% or $127,581 at 6%; with 100% employer match about $143,528 at 4% or $95,685 at 6%. |
| 2022 | 1 | 4 | $775,032 | $50,731 | $12,683iApproximate average salary by contribution assumption: employee only about $317,069 at 4% or $211,379 at 6%; with 50% employer match about $211,379 at 4% or $140,919 at 6%; with 100% employer match about $158,534 at 4% or $105,690 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. RETIREMENT PLAN & TRUST | - | 4 | $775,032 | $50,731 | $12,683iApproximate average salary by contribution assumption: employee only about $317,069 at 4% or $211,379 at 6%; with 50% employer match about $211,379 at 4% or $140,919 at 6%; with 100% employer match about $158,534 at 4% or $105,690 at 6%. |
| 2021 | 1 | 4 | $845,530 | $48,519 | $12,130iApproximate average salary by contribution assumption: employee only about $303,244 at 4% or $202,163 at 6%; with 50% employer match about $202,163 at 4% or $134,775 at 6%; with 100% employer match about $151,622 at 4% or $101,081 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. RETIREMENT PLAN & TRUST | - | 4 | $845,530 | $48,519 | $12,130iApproximate average salary by contribution assumption: employee only about $303,244 at 4% or $202,163 at 6%; with 50% employer match about $202,163 at 4% or $134,775 at 6%; with 100% employer match about $151,622 at 4% or $101,081 at 6%. |
| 2020 | 1 | 5 | $693,288 | $32,155 | $6,431iApproximate average salary by contribution assumption: employee only about $160,775 at 4% or $107,183 at 6%; with 50% employer match about $107,183 at 4% or $71,456 at 6%; with 100% employer match about $80,388 at 4% or $53,592 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. RETIREMENT PLAN & TRUST | - | 5 | $693,288 | $32,155 | $6,431iApproximate average salary by contribution assumption: employee only about $160,775 at 4% or $107,183 at 6%; with 50% employer match about $107,183 at 4% or $71,456 at 6%; with 100% employer match about $80,388 at 4% or $53,592 at 6%. |
| 2019 | 3 | 6 | $3,626,347 | $124,457 | $20,743iApproximate average salary by contribution assumption: employee only about $518,571 at 4% or $345,714 at 6%; with 50% employer match about $345,714 at 4% or $230,476 at 6%; with 100% employer match about $259,285 at 4% or $172,857 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. RETIREMENT PLAN & TRUST | - | 6 | $1,930,196 | $124,457 | $20,743iApproximate average salary by contribution assumption: employee only about $518,571 at 4% or $345,714 at 6%; with 50% employer match about $345,714 at 4% or $230,476 at 6%; with 100% employer match about $259,285 at 4% or $172,857 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 5 | $1,696,151 | $0 | - |
| EDWARD P. ALLEN, D. D. S. , P. A. DEFINED BENEFIT | - | 0 | $0 | $0 | - |
| 2018 | 2 | 6 | $3,536,657 | $407,563 | $67,927iApproximate average salary by contribution assumption: employee only about $1,698,179 at 4% or $1,132,119 at 6%; with 50% employer match about $1,132,119 at 4% or $754,746 at 6%; with 100% employer match about $849,090 at 4% or $566,060 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. RETIREMENT PLAN & TRUST | - | 6 | $1,797,254 | $107,563 | $17,927iApproximate average salary by contribution assumption: employee only about $448,179 at 4% or $298,786 at 6%; with 50% employer match about $298,786 at 4% or $199,191 at 6%; with 100% employer match about $224,090 at 4% or $149,393 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $1,739,403 | $300,000 | $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%. |
| 2017 | 2 | 6 | $3,542,780 | $364,327 | $60,721iApproximate average salary by contribution assumption: employee only about $1,518,029 at 4% or $1,012,019 at 6%; with 50% employer match about $1,012,019 at 4% or $674,680 at 6%; with 100% employer match about $759,015 at 4% or $506,010 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. RETIREMENT PLAN & TRUST | - | 6 | $1,870,731 | $104,327 | $17,388iApproximate average salary by contribution assumption: employee only about $434,696 at 4% or $289,797 at 6%; with 50% employer match about $289,797 at 4% or $193,198 at 6%; with 100% employer match about $217,348 at 4% or $144,899 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $1,672,049 | $260,000 | $43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%. |
| 2016 | 2 | 6 | $3,067,207 | $460,963 | $76,827iApproximate average salary by contribution assumption: employee only about $1,920,679 at 4% or $1,280,453 at 6%; with 50% employer match about $1,280,453 at 4% or $853,635 at 6%; with 100% employer match about $960,340 at 4% or $640,226 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. RETIREMENT PLAN & TRUST | - | 6 | $1,648,045 | $110,963 | $18,494iApproximate average salary by contribution assumption: employee only about $462,346 at 4% or $308,231 at 6%; with 50% employer match about $308,231 at 4% or $205,487 at 6%; with 100% employer match about $231,173 at 4% or $154,115 at 6%. |
| EDWARD P. ALLEN, D. D. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $1,419,162 | $350,000 | $58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%. |
| 2015 | 2 | 6 | $2,550,118 | $255,984 | $42,664iApproximate average salary by contribution assumption: employee only about $1,066,600 at 4% or $711,067 at 6%; with 50% employer match about $711,067 at 4% or $474,044 at 6%; with 100% employer match about $533,300 at 4% or $355,533 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | $1,467,917 | $128,984 | $21,497iApproximate average salary by contribution assumption: employee only about $537,433 at 4% or $358,289 at 6%; with 50% employer match about $358,289 at 4% or $238,859 at 6%; with 100% employer match about $268,717 at 4% or $179,144 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $1,082,201 | $127,000 | $21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%. |
| 2014 | 2 | 6 | $2,490,472 | $259,728 | $43,288iApproximate average salary by contribution assumption: employee only about $1,082,200 at 4% or $721,467 at 6%; with 50% employer match about $721,467 at 4% or $480,978 at 6%; with 100% employer match about $541,100 at 4% or $360,733 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | $1,413,993 | $131,785 | $21,964iApproximate average salary by contribution assumption: employee only about $549,104 at 4% or $366,069 at 6%; with 50% employer match about $366,069 at 4% or $244,046 at 6%; with 100% employer match about $274,552 at 4% or $183,035 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $1,076,479 | $127,943 | $21,324iApproximate average salary by contribution assumption: employee only about $533,096 at 4% or $355,397 at 6%; with 50% employer match about $355,397 at 4% or $236,931 at 6%; with 100% employer match about $266,548 at 4% or $177,699 at 6%. |
| 2013 | 2 | 6 | $2,225,121 | $253,671 | $42,279iApproximate average salary by contribution assumption: employee only about $1,056,963 at 4% or $704,642 at 6%; with 50% employer match about $704,642 at 4% or $469,761 at 6%; with 100% employer match about $528,481 at 4% or $352,321 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | $1,266,516 | $133,671 | $22,279iApproximate average salary by contribution assumption: employee only about $556,963 at 4% or $371,308 at 6%; with 50% employer match about $371,308 at 4% or $247,539 at 6%; with 100% employer match about $278,481 at 4% or $185,654 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $958,605 | $120,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2012 | 2 | 6 | $1,799,031 | $246,047 | $41,008iApproximate average salary by contribution assumption: employee only about $1,025,196 at 4% or $683,464 at 6%; with 50% employer match about $683,464 at 4% or $455,643 at 6%; with 100% employer match about $512,598 at 4% or $341,732 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | $1,017,571 | $136,047 | $22,675iApproximate average salary by contribution assumption: employee only about $566,863 at 4% or $377,908 at 6%; with 50% employer match about $377,908 at 4% or $251,939 at 6%; with 100% employer match about $283,431 at 4% or $188,954 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $781,460 | $110,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2011 | 2 | 6 | $1,412,481 | $233,032 | $38,839iApproximate average salary by contribution assumption: employee only about $970,967 at 4% or $647,311 at 6%; with 50% employer match about $647,311 at 4% or $431,541 at 6%; with 100% employer match about $485,483 at 4% or $323,656 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | $800,720 | $122,708 | $20,451iApproximate average salary by contribution assumption: employee only about $511,283 at 4% or $340,856 at 6%; with 50% employer match about $340,856 at 4% or $227,237 at 6%; with 100% employer match about $255,642 at 4% or $170,428 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $611,761 | $110,324 | $18,387iApproximate average salary by contribution assumption: employee only about $459,683 at 4% or $306,456 at 6%; with 50% employer match about $306,456 at 4% or $204,304 at 6%; with 100% employer match about $229,842 at 4% or $153,228 at 6%. |
| 2010 | 2 | 6 | $1,185,578 | $247,668 | $41,278iApproximate average salary by contribution assumption: employee only about $1,031,950 at 4% or $687,967 at 6%; with 50% employer match about $687,967 at 4% or $458,644 at 6%; with 100% employer match about $515,975 at 4% or $343,983 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | $681,099 | $122,140 | $20,357iApproximate average salary by contribution assumption: employee only about $508,917 at 4% or $339,278 at 6%; with 50% employer match about $339,278 at 4% or $226,185 at 6%; with 100% employer match about $254,458 at 4% or $169,639 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $504,479 | $125,528 | $20,921iApproximate average salary by contribution assumption: employee only about $523,033 at 4% or $348,689 at 6%; with 50% employer match about $348,689 at 4% or $232,459 at 6%; with 100% employer match about $261,517 at 4% or $174,344 at 6%. |
| 2009 | 2 | 6 | $849,713 | $243,852 | $40,642iApproximate average salary by contribution assumption: employee only about $1,016,050 at 4% or $677,367 at 6%; with 50% employer match about $677,367 at 4% or $451,578 at 6%; with 100% employer match about $508,025 at 4% or $338,683 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | $502,664 | $111,201 | $18,534iApproximate average salary by contribution assumption: employee only about $463,338 at 4% or $308,892 at 6%; with 50% employer match about $308,892 at 4% or $205,928 at 6%; with 100% employer match about $231,669 at 4% or $154,446 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $347,049 | $132,651 | $22,109iApproximate average salary by contribution assumption: employee only about $552,713 at 4% or $368,475 at 6%; with 50% employer match about $368,475 at 4% or $245,650 at 6%; with 100% employer match about $276,356 at 4% or $184,238 at 6%. |
| 2008 | 2 | 6 | $525,991 | $187,826 | $31,304iApproximate average salary by contribution assumption: employee only about $782,608 at 4% or $521,739 at 6%; with 50% employer match about $521,739 at 4% or $347,826 at 6%; with 100% employer match about $391,304 at 4% or $260,869 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | $336,431 | $115,131 | $19,189iApproximate average salary by contribution assumption: employee only about $479,713 at 4% or $319,808 at 6%; with 50% employer match about $319,808 at 4% or $213,206 at 6%; with 100% employer match about $239,856 at 4% or $159,904 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $189,560 | $72,695 | $12,116iApproximate average salary by contribution assumption: employee only about $302,896 at 4% or $201,931 at 6%; with 50% employer match about $201,931 at 4% or $134,620 at 6%; with 100% employer match about $151,448 at 4% or $100,965 at 6%. |
| 2007 | 2 | 6 | $0 | $0 | - |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 6 | - | - | - |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | - | - | - |
| 2006 | 2 | 5 | $442,386 | $145,287 | $29,057iApproximate average salary by contribution assumption: employee only about $726,435 at 4% or $484,290 at 6%; with 50% employer match about $484,290 at 4% or $322,860 at 6%; with 100% employer match about $363,218 at 4% or $242,145 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. RETIREMENT PLAN & TRUST | - | 5 | $290,525 | $101,856 | $20,371iApproximate average salary by contribution assumption: employee only about $509,280 at 4% or $339,520 at 6%; with 50% employer match about $339,520 at 4% or $226,347 at 6%; with 100% employer match about $254,640 at 4% or $169,760 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 5 | $151,861 | $43,431 | $8,686iApproximate average salary by contribution assumption: employee only about $217,155 at 4% or $144,770 at 6%; with 50% employer match about $144,770 at 4% or $96,513 at 6%; with 100% employer match about $108,578 at 4% or $72,385 at 6%. |
| 2005 | 2 | 6 | $264,185 | $132,956 | $22,159iApproximate average salary by contribution assumption: employee only about $553,983 at 4% or $369,322 at 6%; with 50% employer match about $369,322 at 4% or $246,215 at 6%; with 100% employer match about $276,992 at 4% or $184,661 at 6%. |
| EDWARD P ALLEN, D D.S., P A RETIREMENT PLAN & TRUST | - | 6 | $167,498 | $87,425 | $14,571iApproximate average salary by contribution assumption: employee only about $364,271 at 4% or $242,847 at 6%; with 50% employer match about $242,847 at 4% or $161,898 at 6%; with 100% employer match about $182,135 at 4% or $121,424 at 6%. |
| EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 6 | $96,687 | $45,531 | $7,589iApproximate average salary by contribution assumption: employee only about $189,713 at 4% or $126,475 at 6%; with 50% employer match about $126,475 at 4% or $84,317 at 6%; with 100% employer match about $94,856 at 4% or $63,238 at 6%. |