Brad Fulkerson, DMD, Msd LLC
Plan context: Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan
EIN 20-2499499 • Henderson, KY • 30 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$3,771,558
2024 Contributions
$217,561
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 16 | $3,771,558 | $217,561 | $13,598iApproximate average salary by contribution assumption: employee only about $339,939 at 4% or $226,626 at 6%; with 50% employer match about $226,626 at 4% or $151,084 at 6%; with 100% employer match about $169,970 at 4% or $113,313 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 16 | $3,771,558 | $217,561 | $13,598iApproximate average salary by contribution assumption: employee only about $339,939 at 4% or $226,626 at 6%; with 50% employer match about $226,626 at 4% or $151,084 at 6%; with 100% employer match about $169,970 at 4% or $113,313 at 6%. |
| BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2023 | 2 | 12 | $4,828,279 | $352,619 | $29,385iApproximate average salary by contribution assumption: employee only about $734,623 at 4% or $489,749 at 6%; with 50% employer match about $489,749 at 4% or $326,499 at 6%; with 100% employer match about $367,311 at 4% or $244,874 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 12 | $3,282,002 | $102,619 | $8,552iApproximate average salary by contribution assumption: employee only about $213,790 at 4% or $142,526 at 6%; with 50% employer match about $142,526 at 4% or $95,018 at 6%; with 100% employer match about $106,895 at 4% or $71,263 at 6%. |
| BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 10 | $1,546,277 | $250,000 | $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%. |
| 2022 | 2 | 10 | $4,132,287 | $173,546 | $17,355iApproximate average salary by contribution assumption: employee only about $433,865 at 4% or $289,243 at 6%; with 50% employer match about $289,243 at 4% or $192,829 at 6%; with 100% employer match about $216,932 at 4% or $144,622 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 10 | $2,879,252 | $113,546 | $11,355iApproximate average salary by contribution assumption: employee only about $283,865 at 4% or $189,243 at 6%; with 50% employer match about $189,243 at 4% or $126,162 at 6%; with 100% employer match about $141,933 at 4% or $94,622 at 6%. |
| BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 10 | $1,253,035 | $60,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2021 | 2 | 10 | $4,304,631 | $339,686 | $33,969iApproximate average salary by contribution assumption: employee only about $849,215 at 4% or $566,143 at 6%; with 50% employer match about $566,143 at 4% or $377,429 at 6%; with 100% employer match about $424,608 at 4% or $283,072 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 10 | $3,040,784 | $104,686 | $10,469iApproximate average salary by contribution assumption: employee only about $261,715 at 4% or $174,477 at 6%; with 50% employer match about $174,477 at 4% or $116,318 at 6%; with 100% employer match about $130,858 at 4% or $87,238 at 6%. |
| BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 10 | $1,263,847 | $235,000 | $23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%. |
| 2020 | 2 | 9 | $3,562,866 | $135,254 | $15,028iApproximate average salary by contribution assumption: employee only about $375,706 at 4% or $250,470 at 6%; with 50% employer match about $250,470 at 4% or $166,980 at 6%; with 100% employer match about $187,853 at 4% or $125,235 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 9 | $2,528,367 | $100,254 | $11,139iApproximate average salary by contribution assumption: employee only about $278,483 at 4% or $185,656 at 6%; with 50% employer match about $185,656 at 4% or $123,770 at 6%; with 100% employer match about $139,242 at 4% or $92,828 at 6%. |
| BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 9 | $1,034,499 | $35,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |
| 2019 | 2 | 11 | $3,174,488 | $277,957 | $25,269iApproximate average salary by contribution assumption: employee only about $631,720 at 4% or $421,147 at 6%; with 50% employer match about $421,147 at 4% or $280,765 at 6%; with 100% employer match about $315,860 at 4% or $210,573 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 11 | $2,234,860 | $92,957 | $8,451iApproximate average salary by contribution assumption: employee only about $211,266 at 4% or $140,844 at 6%; with 50% employer match about $140,844 at 4% or $93,896 at 6%; with 100% employer match about $105,633 at 4% or $70,422 at 6%. |
| BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 10 | $939,628 | $185,000 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| 2018 | 2 | 8 | $2,570,519 | $309,924 | $38,741iApproximate average salary by contribution assumption: employee only about $968,513 at 4% or $645,675 at 6%; with 50% employer match about $645,675 at 4% or $430,450 at 6%; with 100% employer match about $484,256 at 4% or $322,838 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 8 | $1,864,837 | $84,924 | $10,616iApproximate average salary by contribution assumption: employee only about $265,388 at 4% or $176,925 at 6%; with 50% employer match about $176,925 at 4% or $117,950 at 6%; with 100% employer match about $132,694 at 4% or $88,463 at 6%. |
| BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 8 | $705,682 | $225,000 | $28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%. |
| 2017 | 2 | 11 | $2,447,224 | $361,898 | $32,900iApproximate average salary by contribution assumption: employee only about $822,495 at 4% or $548,330 at 6%; with 50% employer match about $548,330 at 4% or $365,554 at 6%; with 100% employer match about $411,248 at 4% or $274,165 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 11 | $1,967,364 | $84,045 | $7,640iApproximate average salary by contribution assumption: employee only about $191,011 at 4% or $127,341 at 6%; with 50% employer match about $127,341 at 4% or $84,894 at 6%; with 100% employer match about $95,506 at 4% or $63,670 at 6%. |
| BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 8 | $479,860 | $277,853 | $34,732iApproximate average salary by contribution assumption: employee only about $868,291 at 4% or $578,860 at 6%; with 50% employer match about $578,860 at 4% or $385,907 at 6%; with 100% employer match about $434,145 at 4% or $289,430 at 6%. |
| 2016 | 2 | 10 | $1,911,745 | $196,226 | $19,623iApproximate average salary by contribution assumption: employee only about $490,565 at 4% or $327,043 at 6%; with 50% employer match about $327,043 at 4% or $218,029 at 6%; with 100% employer match about $245,282 at 4% or $163,522 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 10 | $1,723,874 | $84,226 | $8,423iApproximate average salary by contribution assumption: employee only about $210,565 at 4% or $140,377 at 6%; with 50% employer match about $140,377 at 4% or $93,584 at 6%; with 100% employer match about $105,283 at 4% or $70,188 at 6%. |
| BRAD FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 8 | $187,871 | $112,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2015 | 2 | 10 | $1,535,874 | $165,891 | $16,589iApproximate average salary by contribution assumption: employee only about $414,727 at 4% or $276,485 at 6%; with 50% employer match about $276,485 at 4% or $184,323 at 6%; with 100% employer match about $207,364 at 4% or $138,243 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 10 | $1,465,874 | $95,891 | $9,589iApproximate average salary by contribution assumption: employee only about $239,728 at 4% or $159,818 at 6%; with 50% employer match about $159,818 at 4% or $106,546 at 6%; with 100% employer match about $119,864 at 4% or $79,909 at 6%. |
| BRAD FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN | - | 7 | $70,000 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2014 | 1 | 11 | $1,400,151 | $88,772 | $8,070iApproximate average salary by contribution assumption: employee only about $201,755 at 4% or $134,503 at 6%; with 50% employer match about $134,503 at 4% or $89,669 at 6%; with 100% employer match about $100,877 at 4% or $67,252 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 11 | $1,400,151 | $88,772 | $8,070iApproximate average salary by contribution assumption: employee only about $201,755 at 4% or $134,503 at 6%; with 50% employer match about $134,503 at 4% or $89,669 at 6%; with 100% employer match about $100,877 at 4% or $67,252 at 6%. |
| 2013 | 1 | 8 | $1,301,909 | $91,675 | $11,459iApproximate average salary by contribution assumption: employee only about $286,484 at 4% or $190,990 at 6%; with 50% employer match about $190,990 at 4% or $127,326 at 6%; with 100% employer match about $143,242 at 4% or $95,495 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 8 | $1,301,909 | $91,675 | $11,459iApproximate average salary by contribution assumption: employee only about $286,484 at 4% or $190,990 at 6%; with 50% employer match about $190,990 at 4% or $127,326 at 6%; with 100% employer match about $143,242 at 4% or $95,495 at 6%. |
| 2012 | 1 | 8 | $1,028,236 | $89,047 | $11,131iApproximate average salary by contribution assumption: employee only about $278,272 at 4% or $185,515 at 6%; with 50% employer match about $185,515 at 4% or $123,676 at 6%; with 100% employer match about $139,136 at 4% or $92,757 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 8 | $1,028,236 | $89,047 | $11,131iApproximate average salary by contribution assumption: employee only about $278,272 at 4% or $185,515 at 6%; with 50% employer match about $185,515 at 4% or $123,676 at 6%; with 100% employer match about $139,136 at 4% or $92,757 at 6%. |
| 2011 | 1 | 7 | $886,070 | $83,234 | $11,891iApproximate average salary by contribution assumption: employee only about $297,264 at 4% or $198,176 at 6%; with 50% employer match about $198,176 at 4% or $132,117 at 6%; with 100% employer match about $148,632 at 4% or $99,088 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 7 | $886,070 | $83,234 | $11,891iApproximate average salary by contribution assumption: employee only about $297,264 at 4% or $198,176 at 6%; with 50% employer match about $198,176 at 4% or $132,117 at 6%; with 100% employer match about $148,632 at 4% or $99,088 at 6%. |
| 2010 | 1 | 6 | $825,301 | $88,842 | $14,807iApproximate average salary by contribution assumption: employee only about $370,175 at 4% or $246,783 at 6%; with 50% employer match about $246,783 at 4% or $164,522 at 6%; with 100% employer match about $185,088 at 4% or $123,392 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 6 | $825,301 | $88,842 | $14,807iApproximate average salary by contribution assumption: employee only about $370,175 at 4% or $246,783 at 6%; with 50% employer match about $246,783 at 4% or $164,522 at 6%; with 100% employer match about $185,088 at 4% or $123,392 at 6%. |
| 2009 | 1 | 8 | $690,321 | $90,811 | $11,351iApproximate average salary by contribution assumption: employee only about $283,784 at 4% or $189,190 at 6%; with 50% employer match about $189,190 at 4% or $126,126 at 6%; with 100% employer match about $141,892 at 4% or $94,595 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 8 | $690,321 | $90,811 | $11,351iApproximate average salary by contribution assumption: employee only about $283,784 at 4% or $189,190 at 6%; with 50% employer match about $189,190 at 4% or $126,126 at 6%; with 100% employer match about $141,892 at 4% or $94,595 at 6%. |
| 2008 | 1 | 6 | $470,336 | $84,738 | $14,123iApproximate average salary by contribution assumption: employee only about $353,075 at 4% or $235,383 at 6%; with 50% employer match about $235,383 at 4% or $156,922 at 6%; with 100% employer match about $176,538 at 4% or $117,692 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 6 | $470,336 | $84,738 | $14,123iApproximate average salary by contribution assumption: employee only about $353,075 at 4% or $235,383 at 6%; with 50% employer match about $235,383 at 4% or $156,922 at 6%; with 100% employer match about $176,538 at 4% or $117,692 at 6%. |
| 2007 | 1 | 7 | $692,427 | $84,935 | $12,134iApproximate average salary by contribution assumption: employee only about $303,339 at 4% or $202,226 at 6%; with 50% employer match about $202,226 at 4% or $134,817 at 6%; with 100% employer match about $151,670 at 4% or $101,113 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 7 | $692,427 | $84,935 | $12,134iApproximate average salary by contribution assumption: employee only about $303,339 at 4% or $202,226 at 6%; with 50% employer match about $202,226 at 4% or $134,817 at 6%; with 100% employer match about $151,670 at 4% or $101,113 at 6%. |
| 2006 | 1 | 8 | $609,026 | $85,499 | $10,687iApproximate average salary by contribution assumption: employee only about $267,184 at 4% or $178,123 at 6%; with 50% employer match about $178,123 at 4% or $118,749 at 6%; with 100% employer match about $133,592 at 4% or $89,061 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 8 | $609,026 | $85,499 | $10,687iApproximate average salary by contribution assumption: employee only about $267,184 at 4% or $178,123 at 6%; with 50% employer match about $178,123 at 4% or $118,749 at 6%; with 100% employer match about $133,592 at 4% or $89,061 at 6%. |
| 2005 | 1 | 8 | $422,117 | $81,352 | $10,169iApproximate average salary by contribution assumption: employee only about $254,225 at 4% or $169,483 at 6%; with 50% employer match about $169,483 at 4% or $112,989 at 6%; with 100% employer match about $127,113 at 4% or $84,742 at 6%. |
| Brad Fulkerson, DMD, Msd LLC 401K Profit Sharing Plan | - | 8 | $422,117 | $81,352 | $10,169iApproximate average salary by contribution assumption: employee only about $254,225 at 4% or $169,483 at 6%; with 50% employer match about $169,483 at 4% or $112,989 at 6%; with 100% employer match about $127,113 at 4% or $84,742 at 6%. |