Civic Intelligence

Todd a. Schock, MD, DMD

Plan context: Todd a. Schock, MD, DMD 401(K) Plan

EIN 20-3974127 • Bend, OR • 20 filings • 3 plans

1893 NE Neff RdBend, OR 97701-6112
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$2,933,760

2020 Contributions

$203,690

Historical Graphs

Total Assets Over Time

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

$2,933,760$1,466,880$0200720142020YearValue
$2,933,760Latest year 2020

Participants Over Time

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

1050200720142020YearValue
8Latest year 2020

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
202028$2,933,760$203,690$25,461iApproximate average salary by contribution assumption: employee only about $636,531 at 4% or $424,354 at 6%; with 50% employer match about $424,354 at 4% or $282,903 at 6%; with 100% employer match about $318,266 at 4% or $212,177 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-8$1,916,192$103,690$12,961iApproximate average salary by contribution assumption: employee only about $324,031 at 4% or $216,021 at 6%; with 50% employer match about $216,021 at 4% or $144,014 at 6%; with 100% employer match about $162,016 at 4% or $108,010 at 6%.
TODD A. SCHOCK, MD, DMD CASH BALANCE PLAN-7$1,017,568$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
201929$2,925,285$287,150$31,906iApproximate average salary by contribution assumption: employee only about $797,639 at 4% or $531,759 at 6%; with 50% employer match about $531,759 at 4% or $354,506 at 6%; with 100% employer match about $398,819 at 4% or $265,880 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-9$1,963,199$87,150$9,683iApproximate average salary by contribution assumption: employee only about $242,083 at 4% or $161,389 at 6%; with 50% employer match about $161,389 at 4% or $107,593 at 6%; with 100% employer match about $121,042 at 4% or $80,694 at 6%.
TODD A. SCHOCK, MD, DMD CASH BALANCE PLAN-5$962,086$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
2018210$2,360,852$309,667$30,967iApproximate average salary by contribution assumption: employee only about $774,168 at 4% or $516,112 at 6%; with 50% employer match about $516,112 at 4% or $344,074 at 6%; with 100% employer match about $387,084 at 4% or $258,056 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-10$1,652,985$84,667$8,467iApproximate average salary by contribution assumption: employee only about $211,668 at 4% or $141,112 at 6%; with 50% employer match about $141,112 at 4% or $94,074 at 6%; with 100% employer match about $105,834 at 4% or $70,556 at 6%.
TODD A. SCHOCK, MD, DMD CASH BALANCE PLAN-6$707,867$225,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201728$2,273,220$242,956$30,370iApproximate average salary by contribution assumption: employee only about $759,238 at 4% or $506,158 at 6%; with 50% employer match about $506,158 at 4% or $337,439 at 6%; with 100% employer match about $379,619 at 4% or $253,079 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-8$1,736,538$77,956$9,745iApproximate average salary by contribution assumption: employee only about $243,613 at 4% or $162,408 at 6%; with 50% employer match about $162,408 at 4% or $108,272 at 6%; with 100% employer match about $121,806 at 4% or $81,204 at 6%.
TODD A. SCHOCK, MD, DMD CASH BALANCE PLAN-6$536,682$165,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
2016210$1,799,733$585,789$58,579iApproximate average salary by contribution assumption: employee only about $1,464,473 at 4% or $976,315 at 6%; with 50% employer match about $976,315 at 4% or $650,877 at 6%; with 100% employer match about $732,236 at 4% or $488,158 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-10$1,462,276$412,780$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%.
TODD A. SCHOCK, MD, DMD CASH BALANCE PLAN-6$337,457$173,009$28,835iApproximate average salary by contribution assumption: employee only about $720,871 at 4% or $480,581 at 6%; with 50% employer match about $480,581 at 4% or $320,387 at 6%; with 100% employer match about $360,435 at 4% or $240,290 at 6%.
201529$1,125,292$245,549$27,283iApproximate average salary by contribution assumption: employee only about $682,081 at 4% or $454,720 at 6%; with 50% employer match about $454,720 at 4% or $303,147 at 6%; with 100% employer match about $341,040 at 4% or $227,360 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-9$960,292$80,549$8,950iApproximate average salary by contribution assumption: employee only about $223,747 at 4% or $149,165 at 6%; with 50% employer match about $149,165 at 4% or $99,443 at 6%; with 100% employer match about $111,874 at 4% or $74,582 at 6%.
TODD A. SCHOCK, MD, DMD CASH BALANCE PLAN-7$165,000$165,000$23,571iApproximate average salary by contribution assumption: employee only about $589,286 at 4% or $392,857 at 6%; with 50% employer match about $392,857 at 4% or $261,905 at 6%; with 100% employer match about $294,643 at 4% or $196,429 at 6%.
201416$907,240$65,826$10,971iApproximate average salary by contribution assumption: employee only about $274,275 at 4% or $182,850 at 6%; with 50% employer match about $182,850 at 4% or $121,900 at 6%; with 100% employer match about $137,138 at 4% or $91,425 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-6$907,240$65,826$10,971iApproximate average salary by contribution assumption: employee only about $274,275 at 4% or $182,850 at 6%; with 50% employer match about $182,850 at 4% or $121,900 at 6%; with 100% employer match about $137,138 at 4% or $91,425 at 6%.
201316$866,627$87,783$14,631iApproximate average salary by contribution assumption: employee only about $365,763 at 4% or $243,842 at 6%; with 50% employer match about $243,842 at 4% or $162,561 at 6%; with 100% employer match about $182,881 at 4% or $121,921 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-6$866,627$87,783$14,631iApproximate average salary by contribution assumption: employee only about $365,763 at 4% or $243,842 at 6%; with 50% employer match about $243,842 at 4% or $162,561 at 6%; with 100% employer match about $182,881 at 4% or $121,921 at 6%.
201219$659,111$79,317$8,813iApproximate average salary by contribution assumption: employee only about $220,325 at 4% or $146,883 at 6%; with 50% employer match about $146,883 at 4% or $97,922 at 6%; with 100% employer match about $110,163 at 4% or $73,442 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-9$659,111$79,317$8,813iApproximate average salary by contribution assumption: employee only about $220,325 at 4% or $146,883 at 6%; with 50% employer match about $146,883 at 4% or $97,922 at 6%; with 100% employer match about $110,163 at 4% or $73,442 at 6%.
201118$513,089$63,386$7,923iApproximate average salary by contribution assumption: employee only about $198,081 at 4% or $132,054 at 6%; with 50% employer match about $132,054 at 4% or $88,036 at 6%; with 100% employer match about $99,041 at 4% or $66,027 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-8$513,089$63,386$7,923iApproximate average salary by contribution assumption: employee only about $198,081 at 4% or $132,054 at 6%; with 50% employer match about $132,054 at 4% or $88,036 at 6%; with 100% employer match about $99,041 at 4% or $66,027 at 6%.
201017$466,706$50,441$7,206iApproximate average salary by contribution assumption: employee only about $180,146 at 4% or $120,098 at 6%; with 50% employer match about $120,098 at 4% or $80,065 at 6%; with 100% employer match about $90,073 at 4% or $60,049 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-7$466,706$50,441$7,206iApproximate average salary by contribution assumption: employee only about $180,146 at 4% or $120,098 at 6%; with 50% employer match about $120,098 at 4% or $80,065 at 6%; with 100% employer match about $90,073 at 4% or $60,049 at 6%.
200917$419,974$25,977$3,711iApproximate average salary by contribution assumption: employee only about $92,775 at 4% or $61,850 at 6%; with 50% employer match about $61,850 at 4% or $41,233 at 6%; with 100% employer match about $46,388 at 4% or $30,925 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-7$419,974$25,977$3,711iApproximate average salary by contribution assumption: employee only about $92,775 at 4% or $61,850 at 6%; with 50% employer match about $61,850 at 4% or $41,233 at 6%; with 100% employer match about $46,388 at 4% or $30,925 at 6%.
200816$292,712$52,727$8,788iApproximate average salary by contribution assumption: employee only about $219,696 at 4% or $146,464 at 6%; with 50% employer match about $146,464 at 4% or $97,643 at 6%; with 100% employer match about $109,848 at 4% or $73,232 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-6$292,712$52,727$8,788iApproximate average salary by contribution assumption: employee only about $219,696 at 4% or $146,464 at 6%; with 50% employer match about $146,464 at 4% or $97,643 at 6%; with 100% employer match about $109,848 at 4% or $73,232 at 6%.
200714$460,143$69,028$17,257iApproximate average salary by contribution assumption: employee only about $431,425 at 4% or $287,617 at 6%; with 50% employer match about $287,617 at 4% or $191,744 at 6%; with 100% employer match about $215,713 at 4% or $143,808 at 6%.
Todd a. Schock, MD, DMD 401(K) Plan-4$460,143$69,028$17,257iApproximate average salary by contribution assumption: employee only about $431,425 at 4% or $287,617 at 6%; with 50% employer match about $287,617 at 4% or $191,744 at 6%; with 100% employer match about $215,713 at 4% or $143,808 at 6%.