Civic Intelligence

Rafael Alcalde, Dds, Pa

Plan context: RAFAEL ALCALDE, DDS, PA 401(K) PLAN

EIN 20-4593420 • Fort Myers, FL • 22 filings • 2 plans

5150 Mason Corbin Court, Suite 2Fort Myers, FL 33907
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$4,037,038

2025 Contributions

$208,654

Historical Graphs

Total Assets Over Time

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

$4,037,038$2,018,519$0201420202025YearValue
$4,037,038Latest year 2025

Participants Over Time

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

1680201420202025YearValue
9Latest year 2025

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
202529$4,037,038$208,654$23,184iApproximate average salary by contribution assumption: employee only about $579,594 at 4% or $386,396 at 6%; with 50% employer match about $386,396 at 4% or $257,598 at 6%; with 100% employer match about $289,797 at 4% or $193,198 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-9$2,182,953$88,654$9,850iApproximate average salary by contribution assumption: employee only about $246,261 at 4% or $164,174 at 6%; with 50% employer match about $164,174 at 4% or $109,449 at 6%; with 100% employer match about $123,131 at 4% or $82,087 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-9$1,854,085$120,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
202429$3,337,870$180,089$20,010iApproximate average salary by contribution assumption: employee only about $500,247 at 4% or $333,498 at 6%; with 50% employer match about $333,498 at 4% or $222,332 at 6%; with 100% employer match about $250,124 at 4% or $166,749 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-9$1,815,249$88,515$9,835iApproximate average salary by contribution assumption: employee only about $245,875 at 4% or $163,917 at 6%; with 50% employer match about $163,917 at 4% or $109,278 at 6%; with 100% employer match about $122,938 at 4% or $81,958 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-8$1,522,621$91,574$11,447iApproximate average salary by contribution assumption: employee only about $286,169 at 4% or $190,779 at 6%; with 50% employer match about $190,779 at 4% or $127,186 at 6%; with 100% employer match about $143,084 at 4% or $95,390 at 6%.
202329$2,862,601$473,575$52,619iApproximate average salary by contribution assumption: employee only about $1,315,486 at 4% or $876,991 at 6%; with 50% employer match about $876,991 at 4% or $584,660 at 6%; with 100% employer match about $657,743 at 4% or $438,495 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-9$1,547,614$421,175$46,797iApproximate average salary by contribution assumption: employee only about $1,169,931 at 4% or $779,954 at 6%; with 50% employer match about $779,954 at 4% or $519,969 at 6%; with 100% employer match about $584,965 at 4% or $389,977 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-8$1,314,987$52,400$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
202229$2,071,982$317,288$35,254iApproximate average salary by contribution assumption: employee only about $881,356 at 4% or $587,570 at 6%; with 50% employer match about $587,570 at 4% or $391,714 at 6%; with 100% employer match about $440,678 at 4% or $293,785 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-8$1,120,860$241,418$30,177iApproximate average salary by contribution assumption: employee only about $754,431 at 4% or $502,954 at 6%; with 50% employer match about $502,954 at 4% or $335,303 at 6%; with 100% employer match about $377,216 at 4% or $251,477 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-9$951,122$75,870$8,430iApproximate average salary by contribution assumption: employee only about $210,750 at 4% or $140,500 at 6%; with 50% employer match about $140,500 at 4% or $93,667 at 6%; with 100% employer match about $105,375 at 4% or $70,250 at 6%.
2021210$2,108,568$176,100$17,610iApproximate average salary by contribution assumption: employee only about $440,250 at 4% or $293,500 at 6%; with 50% employer match about $293,500 at 4% or $195,667 at 6%; with 100% employer match about $220,125 at 4% or $146,750 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-10$1,057,408$80,100$8,010iApproximate average salary by contribution assumption: employee only about $200,250 at 4% or $133,500 at 6%; with 50% employer match about $133,500 at 4% or $89,000 at 6%; with 100% employer match about $100,125 at 4% or $66,750 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-10$1,051,160$96,000$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.
2020212$1,775,878$217,504$18,125iApproximate average salary by contribution assumption: employee only about $453,133 at 4% or $302,089 at 6%; with 50% employer match about $302,089 at 4% or $201,393 at 6%; with 100% employer match about $226,567 at 4% or $151,044 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-12$892,260$85,504$7,125iApproximate average salary by contribution assumption: employee only about $178,133 at 4% or $118,756 at 6%; with 50% employer match about $118,756 at 4% or $79,170 at 6%; with 100% employer match about $89,067 at 4% or $59,378 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-11$883,618$132,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
2019216$1,360,371$222,897$13,931iApproximate average salary by contribution assumption: employee only about $348,277 at 4% or $232,184 at 6%; with 50% employer match about $232,184 at 4% or $154,790 at 6%; with 100% employer match about $174,138 at 4% or $116,092 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-16$705,463$90,897$5,681iApproximate average salary by contribution assumption: employee only about $142,027 at 4% or $94,684 at 6%; with 50% employer match about $94,684 at 4% or $63,123 at 6%; with 100% employer match about $71,013 at 4% or $47,342 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-11$654,908$132,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
2018213$944,293$235,576$18,121iApproximate average salary by contribution assumption: employee only about $453,031 at 4% or $302,021 at 6%; with 50% employer match about $302,021 at 4% or $201,347 at 6%; with 100% employer match about $226,515 at 4% or $151,010 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-13$501,803$76,584$5,891iApproximate average salary by contribution assumption: employee only about $147,277 at 4% or $98,185 at 6%; with 50% employer match about $98,185 at 4% or $65,456 at 6%; with 100% employer match about $73,638 at 4% or $49,092 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-8$442,490$158,992$19,874iApproximate average salary by contribution assumption: employee only about $496,850 at 4% or $331,233 at 6%; with 50% employer match about $331,233 at 4% or $220,822 at 6%; with 100% employer match about $248,425 at 4% or $165,617 at 6%.
2017214$762,345$224,450$16,032iApproximate average salary by contribution assumption: employee only about $400,804 at 4% or $267,202 at 6%; with 50% employer match about $267,202 at 4% or $178,135 at 6%; with 100% employer match about $200,402 at 4% or $133,601 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-14$455,018$75,961$5,426iApproximate average salary by contribution assumption: employee only about $135,645 at 4% or $90,430 at 6%; with 50% employer match about $90,430 at 4% or $60,287 at 6%; with 100% employer match about $67,822 at 4% or $45,215 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-10$307,327$148,489$14,849iApproximate average salary by contribution assumption: employee only about $371,223 at 4% or $247,482 at 6%; with 50% employer match about $247,482 at 4% or $164,988 at 6%; with 100% employer match about $185,611 at 4% or $123,741 at 6%.
2016211$462,031$281,104$25,555iApproximate average salary by contribution assumption: employee only about $638,873 at 4% or $425,915 at 6%; with 50% employer match about $425,915 at 4% or $283,943 at 6%; with 100% employer match about $319,436 at 4% or $212,958 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-11$323,583$143,893$13,081iApproximate average salary by contribution assumption: employee only about $327,030 at 4% or $218,020 at 6%; with 50% employer match about $218,020 at 4% or $145,346 at 6%; with 100% employer match about $163,515 at 4% or $109,010 at 6%.
Rafael Alcalde, Dds, Pa Cash Balance Pension Plan-7$138,448$137,211$19,602iApproximate average salary by contribution assumption: employee only about $490,039 at 4% or $326,693 at 6%; with 50% employer match about $326,693 at 4% or $217,795 at 6%; with 100% employer match about $245,020 at 4% or $163,346 at 6%.
201518$149,465$85,997$10,750iApproximate average salary by contribution assumption: employee only about $268,741 at 4% or $179,160 at 6%; with 50% employer match about $179,160 at 4% or $119,440 at 6%; with 100% employer match about $134,370 at 4% or $89,580 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-8$149,465$85,997$10,750iApproximate average salary by contribution assumption: employee only about $268,741 at 4% or $179,160 at 6%; with 50% employer match about $179,160 at 4% or $119,440 at 6%; with 100% employer match about $134,370 at 4% or $89,580 at 6%.
201416$63,549$63,549$10,592iApproximate average salary by contribution assumption: employee only about $264,788 at 4% or $176,525 at 6%; with 50% employer match about $176,525 at 4% or $117,683 at 6%; with 100% employer match about $132,394 at 4% or $88,263 at 6%.
RAFAEL ALCALDE, DDS, PA 401(K) PLAN-6$63,549$63,549$10,592iApproximate average salary by contribution assumption: employee only about $264,788 at 4% or $176,525 at 6%; with 50% employer match about $176,525 at 4% or $117,683 at 6%; with 100% employer match about $132,394 at 4% or $88,263 at 6%.