Civic Intelligence

Shae Ochoa, D.D.S., M.S., P.A.

Plan context: Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust

EIN 20-2402087 • Mount Pleasant, TX • 17 filings • 1 plans

2015 West Ferguson RoadMount Pleasant, TX 75455
Current Snapshot

Latest Year

2023

2023 Participants

21

2023 Assets

$2,172,320

2023 Contributions

$128,199

Historical Graphs

Total Assets Over Time

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

$2,172,320$1,086,160$0200620152023YearValue
$2,172,320Latest year 2023

Participants Over Time

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

21110200620152023YearValue
21Latest 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
2023121$2,172,320$128,199$6,105iApproximate average salary by contribution assumption: employee only about $152,618 at 4% or $101,745 at 6%; with 50% employer match about $101,745 at 4% or $67,830 at 6%; with 100% employer match about $76,309 at 4% or $50,873 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-21$2,172,320$128,199$6,105iApproximate average salary by contribution assumption: employee only about $152,618 at 4% or $101,745 at 6%; with 50% employer match about $101,745 at 4% or $67,830 at 6%; with 100% employer match about $76,309 at 4% or $50,873 at 6%.
2022119$1,773,521$117,765$6,198iApproximate average salary by contribution assumption: employee only about $154,954 at 4% or $103,303 at 6%; with 50% employer match about $103,303 at 4% or $68,868 at 6%; with 100% employer match about $77,477 at 4% or $51,651 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-19$1,773,521$117,765$6,198iApproximate average salary by contribution assumption: employee only about $154,954 at 4% or $103,303 at 6%; with 50% employer match about $103,303 at 4% or $68,868 at 6%; with 100% employer match about $77,477 at 4% or $51,651 at 6%.
2021114$1,942,391$103,926$7,423iApproximate average salary by contribution assumption: employee only about $185,582 at 4% or $123,721 at 6%; with 50% employer match about $123,721 at 4% or $82,481 at 6%; with 100% employer match about $92,791 at 4% or $61,861 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-14$1,942,391$103,926$7,423iApproximate average salary by contribution assumption: employee only about $185,582 at 4% or $123,721 at 6%; with 50% employer match about $123,721 at 4% or $82,481 at 6%; with 100% employer match about $92,791 at 4% or $61,861 at 6%.
2020115$1,640,742$102,302$6,820iApproximate average salary by contribution assumption: employee only about $170,503 at 4% or $113,669 at 6%; with 50% employer match about $113,669 at 4% or $75,779 at 6%; with 100% employer match about $85,252 at 4% or $56,834 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-15$1,640,742$102,302$6,820iApproximate average salary by contribution assumption: employee only about $170,503 at 4% or $113,669 at 6%; with 50% employer match about $113,669 at 4% or $75,779 at 6%; with 100% employer match about $85,252 at 4% or $56,834 at 6%.
2019115$1,529,323$100,668$6,711iApproximate average salary by contribution assumption: employee only about $167,780 at 4% or $111,853 at 6%; with 50% employer match about $111,853 at 4% or $74,569 at 6%; with 100% employer match about $83,890 at 4% or $55,927 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-15$1,529,323$100,668$6,711iApproximate average salary by contribution assumption: employee only about $167,780 at 4% or $111,853 at 6%; with 50% employer match about $111,853 at 4% or $74,569 at 6%; with 100% employer match about $83,890 at 4% or $55,927 at 6%.
2018115$1,261,438$96,814$6,454iApproximate average salary by contribution assumption: employee only about $161,357 at 4% or $107,571 at 6%; with 50% employer match about $107,571 at 4% or $71,714 at 6%; with 100% employer match about $80,678 at 4% or $53,786 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-15$1,261,438$96,814$6,454iApproximate average salary by contribution assumption: employee only about $161,357 at 4% or $107,571 at 6%; with 50% employer match about $107,571 at 4% or $71,714 at 6%; with 100% employer match about $80,678 at 4% or $53,786 at 6%.
2017111$1,253,540$203,142$18,467iApproximate average salary by contribution assumption: employee only about $461,686 at 4% or $307,791 at 6%; with 50% employer match about $307,791 at 4% or $205,194 at 6%; with 100% employer match about $230,843 at 4% or $153,895 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-11$1,253,540$203,142$18,467iApproximate average salary by contribution assumption: employee only about $461,686 at 4% or $307,791 at 6%; with 50% employer match about $307,791 at 4% or $205,194 at 6%; with 100% employer match about $230,843 at 4% or $153,895 at 6%.
2016111$1,061,124$88,771$8,070iApproximate average salary by contribution assumption: employee only about $201,752 at 4% or $134,502 at 6%; with 50% employer match about $134,502 at 4% or $89,668 at 6%; with 100% employer match about $100,876 at 4% or $67,251 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-11$1,061,124$88,771$8,070iApproximate average salary by contribution assumption: employee only about $201,752 at 4% or $134,502 at 6%; with 50% employer match about $134,502 at 4% or $89,668 at 6%; with 100% employer match about $100,876 at 4% or $67,251 at 6%.
2015111$909,961$89,144$8,104iApproximate average salary by contribution assumption: employee only about $202,600 at 4% or $135,067 at 6%; with 50% employer match about $135,067 at 4% or $90,044 at 6%; with 100% employer match about $101,300 at 4% or $67,533 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-11$909,961$89,144$8,104iApproximate average salary by contribution assumption: employee only about $202,600 at 4% or $135,067 at 6%; with 50% employer match about $135,067 at 4% or $90,044 at 6%; with 100% employer match about $101,300 at 4% or $67,533 at 6%.
2014112$852,491$94,584$7,882iApproximate average salary by contribution assumption: employee only about $197,050 at 4% or $131,367 at 6%; with 50% employer match about $131,367 at 4% or $87,578 at 6%; with 100% employer match about $98,525 at 4% or $65,683 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-12$852,491$94,584$7,882iApproximate average salary by contribution assumption: employee only about $197,050 at 4% or $131,367 at 6%; with 50% employer match about $131,367 at 4% or $87,578 at 6%; with 100% employer match about $98,525 at 4% or $65,683 at 6%.
2013113$736,900$91,382$7,029iApproximate average salary by contribution assumption: employee only about $175,735 at 4% or $117,156 at 6%; with 50% employer match about $117,156 at 4% or $78,104 at 6%; with 100% employer match about $87,867 at 4% or $58,578 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-13$736,900$91,382$7,029iApproximate average salary by contribution assumption: employee only about $175,735 at 4% or $117,156 at 6%; with 50% employer match about $117,156 at 4% or $78,104 at 6%; with 100% employer match about $87,867 at 4% or $58,578 at 6%.
2012111$578,519$87,553$7,959iApproximate average salary by contribution assumption: employee only about $198,984 at 4% or $132,656 at 6%; with 50% employer match about $132,656 at 4% or $88,437 at 6%; with 100% employer match about $99,492 at 4% or $66,328 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-11$578,519$87,553$7,959iApproximate average salary by contribution assumption: employee only about $198,984 at 4% or $132,656 at 6%; with 50% employer match about $132,656 at 4% or $88,437 at 6%; with 100% employer match about $99,492 at 4% or $66,328 at 6%.
201119$448,684$82,576$9,175iApproximate average salary by contribution assumption: employee only about $229,378 at 4% or $152,919 at 6%; with 50% employer match about $152,919 at 4% or $101,946 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-9$448,684$82,576$9,175iApproximate average salary by contribution assumption: employee only about $229,378 at 4% or $152,919 at 6%; with 50% employer match about $152,919 at 4% or $101,946 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%.
200918$257,130$81,050$10,131iApproximate average salary by contribution assumption: employee only about $253,281 at 4% or $168,854 at 6%; with 50% employer match about $168,854 at 4% or $112,569 at 6%; with 100% employer match about $126,641 at 4% or $84,427 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-8$257,130$81,050$10,131iApproximate average salary by contribution assumption: employee only about $253,281 at 4% or $168,854 at 6%; with 50% employer match about $168,854 at 4% or $112,569 at 6%; with 100% employer match about $126,641 at 4% or $84,427 at 6%.
200818$150,998$78,543$9,818iApproximate average salary by contribution assumption: employee only about $245,447 at 4% or $163,631 at 6%; with 50% employer match about $163,631 at 4% or $109,088 at 6%; with 100% employer match about $122,723 at 4% or $81,816 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-8$150,998$78,543$9,818iApproximate average salary by contribution assumption: employee only about $245,447 at 4% or $163,631 at 6%; with 50% employer match about $163,631 at 4% or $109,088 at 6%; with 100% employer match about $122,723 at 4% or $81,816 at 6%.
200717$132,611$79,690$11,384iApproximate average salary by contribution assumption: employee only about $284,607 at 4% or $189,738 at 6%; with 50% employer match about $189,738 at 4% or $126,492 at 6%; with 100% employer match about $142,304 at 4% or $94,869 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-7$132,611$79,690$11,384iApproximate average salary by contribution assumption: employee only about $284,607 at 4% or $189,738 at 6%; with 50% employer match about $189,738 at 4% or $126,492 at 6%; with 100% employer match about $142,304 at 4% or $94,869 at 6%.
200617$54,950$54,950$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
Shae Ochoa, D.D.S., M.S., P.A. Retirement Plan & Trust-7$54,950$54,950$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.