Civic Intelligence

Bruce W. Overton, Dds PC

Plan context: Bruce W. Overton, Dds PC Employees' Retirement Plan

EIN 20-5061358 • Midlothian, VA • 29 filings • 3 plans

6037 Harbour Park DriveMidlothian, VA 23112
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$3,783,183

2025 Contributions

$144,766

Historical Graphs

Total Assets Over Time

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

$5,397,259$2,698,630$0200720162025YearValue
$3,783,183Latest year 2025

Participants Over Time

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

1370200720162025YearValue
13Latest 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
2025113$3,783,183$144,766$11,136iApproximate average salary by contribution assumption: employee only about $278,396 at 4% or $185,597 at 6%; with 50% employer match about $185,597 at 4% or $123,732 at 6%; with 100% employer match about $139,198 at 4% or $92,799 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-13$3,783,183$144,766$11,136iApproximate average salary by contribution assumption: employee only about $278,396 at 4% or $185,597 at 6%; with 50% employer match about $185,597 at 4% or $123,732 at 6%; with 100% employer match about $139,198 at 4% or $92,799 at 6%.
2024210$5,397,259$369,545$36,955iApproximate average salary by contribution assumption: employee only about $923,863 at 4% or $615,908 at 6%; with 50% employer match about $615,908 at 4% or $410,606 at 6%; with 100% employer match about $461,931 at 4% or $307,954 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-10$3,263,263$177,029$17,703iApproximate average salary by contribution assumption: employee only about $442,573 at 4% or $295,048 at 6%; with 50% employer match about $295,048 at 4% or $196,699 at 6%; with 100% employer match about $221,286 at 4% or $147,524 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-9$2,133,996$192,516$21,391iApproximate average salary by contribution assumption: employee only about $534,767 at 4% or $356,511 at 6%; with 50% employer match about $356,511 at 4% or $237,674 at 6%; with 100% employer match about $267,383 at 4% or $178,256 at 6%.
2023211$5,108,919$344,880$31,353iApproximate average salary by contribution assumption: employee only about $783,818 at 4% or $522,545 at 6%; with 50% employer match about $522,545 at 4% or $348,364 at 6%; with 100% employer match about $391,909 at 4% or $261,273 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-11$3,067,402$164,880$14,989iApproximate average salary by contribution assumption: employee only about $374,727 at 4% or $249,818 at 6%; with 50% employer match about $249,818 at 4% or $166,545 at 6%; with 100% employer match about $187,364 at 4% or $124,909 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-10$2,041,517$180,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
2022212$4,043,889$337,387$28,116iApproximate average salary by contribution assumption: employee only about $702,890 at 4% or $468,593 at 6%; with 50% employer match about $468,593 at 4% or $312,395 at 6%; with 100% employer match about $351,445 at 4% or $234,297 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-12$2,480,313$157,387$13,116iApproximate average salary by contribution assumption: employee only about $327,890 at 4% or $218,593 at 6%; with 50% employer match about $218,593 at 4% or $145,729 at 6%; with 100% employer match about $163,945 at 4% or $109,297 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-10$1,563,576$180,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
2021211$4,608,870$303,606$27,601iApproximate average salary by contribution assumption: employee only about $690,014 at 4% or $460,009 at 6%; with 50% employer match about $460,009 at 4% or $306,673 at 6%; with 100% employer match about $345,007 at 4% or $230,005 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-11$2,888,510$123,606$11,237iApproximate average salary by contribution assumption: employee only about $280,923 at 4% or $187,282 at 6%; with 50% employer match about $187,282 at 4% or $124,855 at 6%; with 100% employer match about $140,461 at 4% or $93,641 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-8$1,720,360$180,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
202029$3,700,868$301,154$33,462iApproximate average salary by contribution assumption: employee only about $836,539 at 4% or $557,693 at 6%; with 50% employer match about $557,693 at 4% or $371,795 at 6%; with 100% employer match about $418,269 at 4% or $278,846 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-9$2,364,210$136,154$15,128iApproximate average salary by contribution assumption: employee only about $378,206 at 4% or $252,137 at 6%; with 50% employer match about $252,137 at 4% or $168,091 at 6%; with 100% employer match about $189,103 at 4% or $126,069 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-6$1,336,658$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%.
201929$2,953,708$303,858$33,762iApproximate average salary by contribution assumption: employee only about $844,050 at 4% or $562,700 at 6%; with 50% employer match about $562,700 at 4% or $375,133 at 6%; with 100% employer match about $422,025 at 4% or $281,350 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-9$1,931,045$123,858$13,762iApproximate average salary by contribution assumption: employee only about $344,050 at 4% or $229,367 at 6%; with 50% employer match about $229,367 at 4% or $152,911 at 6%; with 100% employer match about $172,025 at 4% or $114,683 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-9$1,022,663$180,000$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%.
201828$2,181,332$288,357$36,045iApproximate average salary by contribution assumption: employee only about $901,116 at 4% or $600,744 at 6%; with 50% employer match about $600,744 at 4% or $400,496 at 6%; with 100% employer match about $450,558 at 4% or $300,372 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-8$1,480,833$121,383$15,173iApproximate average salary by contribution assumption: employee only about $379,322 at 4% or $252,881 at 6%; with 50% employer match about $252,881 at 4% or $168,588 at 6%; with 100% employer match about $189,661 at 4% or $126,441 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-7$700,499$166,974$23,853iApproximate average salary by contribution assumption: employee only about $596,336 at 4% or $397,557 at 6%; with 50% employer match about $397,557 at 4% or $265,038 at 6%; with 100% employer match about $298,168 at 4% or $198,779 at 6%.
201728$2,152,636$291,057$36,382iApproximate average salary by contribution assumption: employee only about $909,553 at 4% or $606,369 at 6%; with 50% employer match about $606,369 at 4% or $404,246 at 6%; with 100% employer match about $454,777 at 4% or $303,184 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-8$1,568,978$122,528$15,316iApproximate average salary by contribution assumption: employee only about $382,900 at 4% or $255,267 at 6%; with 50% employer match about $255,267 at 4% or $170,178 at 6%; with 100% employer match about $191,450 at 4% or $127,633 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-8$583,658$168,529$21,066iApproximate average salary by contribution assumption: employee only about $526,653 at 4% or $351,102 at 6%; with 50% employer match about $351,102 at 4% or $234,068 at 6%; with 100% employer match about $263,327 at 4% or $175,551 at 6%.
201628$1,598,594$284,822$35,603iApproximate average salary by contribution assumption: employee only about $890,069 at 4% or $593,379 at 6%; with 50% employer match about $593,379 at 4% or $395,586 at 6%; with 100% employer match about $445,034 at 4% or $296,690 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-8$1,244,020$133,351$16,669iApproximate average salary by contribution assumption: employee only about $416,722 at 4% or $277,815 at 6%; with 50% employer match about $277,815 at 4% or $185,210 at 6%; with 100% employer match about $208,361 at 4% or $138,907 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-7$354,574$151,471$21,639iApproximate average salary by contribution assumption: employee only about $540,968 at 4% or $360,645 at 6%; with 50% employer match about $360,645 at 4% or $240,430 at 6%; with 100% employer match about $270,484 at 4% or $180,323 at 6%.
201528$1,165,695$403,194$50,399iApproximate average salary by contribution assumption: employee only about $1,259,981 at 4% or $839,988 at 6%; with 50% employer match about $839,988 at 4% or $559,992 at 6%; with 100% employer match about $629,991 at 4% or $419,994 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-8$1,000,116$237,615$29,702iApproximate average salary by contribution assumption: employee only about $742,547 at 4% or $495,031 at 6%; with 50% employer match about $495,031 at 4% or $330,021 at 6%; with 100% employer match about $371,273 at 4% or $247,516 at 6%.
BRUCE W. OVERTON, DDS, PC CASH BALANCE PENSION PLAN-7$165,579$165,579$23,654iApproximate average salary by contribution assumption: employee only about $591,354 at 4% or $394,236 at 6%; with 50% employer match about $394,236 at 4% or $262,824 at 6%; with 100% employer match about $295,677 at 4% or $197,118 at 6%.
201417$786,595$85,290$12,184iApproximate average salary by contribution assumption: employee only about $304,607 at 4% or $203,071 at 6%; with 50% employer match about $203,071 at 4% or $135,381 at 6%; with 100% employer match about $152,304 at 4% or $101,536 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-7$786,595$85,290$12,184iApproximate average salary by contribution assumption: employee only about $304,607 at 4% or $203,071 at 6%; with 50% employer match about $203,071 at 4% or $135,381 at 6%; with 100% employer match about $152,304 at 4% or $101,536 at 6%.
201317$683,679$288,091$41,156iApproximate average salary by contribution assumption: employee only about $1,028,896 at 4% or $685,931 at 6%; with 50% employer match about $685,931 at 4% or $457,287 at 6%; with 100% employer match about $514,448 at 4% or $342,965 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-7$683,679$288,091$41,156iApproximate average salary by contribution assumption: employee only about $1,028,896 at 4% or $685,931 at 6%; with 50% employer match about $685,931 at 4% or $457,287 at 6%; with 100% employer match about $514,448 at 4% or $342,965 at 6%.
201216$301,715$18,294$3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-6$301,715$18,294$3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%.
201114$248,615$15,660$3,915iApproximate average salary by contribution assumption: employee only about $97,875 at 4% or $65,250 at 6%; with 50% employer match about $65,250 at 4% or $43,500 at 6%; with 100% employer match about $48,938 at 4% or $32,625 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-4$248,615$15,660$3,915iApproximate average salary by contribution assumption: employee only about $97,875 at 4% or $65,250 at 6%; with 50% employer match about $65,250 at 4% or $43,500 at 6%; with 100% employer match about $48,938 at 4% or $32,625 at 6%.
201016$276,941$34,645$5,774iApproximate average salary by contribution assumption: employee only about $144,354 at 4% or $96,236 at 6%; with 50% employer match about $96,236 at 4% or $64,157 at 6%; with 100% employer match about $72,177 at 4% or $48,118 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-6$276,941$34,645$5,774iApproximate average salary by contribution assumption: employee only about $144,354 at 4% or $96,236 at 6%; with 50% employer match about $96,236 at 4% or $64,157 at 6%; with 100% employer match about $72,177 at 4% or $48,118 at 6%.
200916$211,095$65,332$10,889iApproximate average salary by contribution assumption: employee only about $272,217 at 4% or $181,478 at 6%; with 50% employer match about $181,478 at 4% or $120,985 at 6%; with 100% employer match about $136,108 at 4% or $90,739 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-6$211,095$65,332$10,889iApproximate average salary by contribution assumption: employee only about $272,217 at 4% or $181,478 at 6%; with 50% employer match about $181,478 at 4% or $120,985 at 6%; with 100% employer match about $136,108 at 4% or $90,739 at 6%.
200814$109,124$59,464$14,866iApproximate average salary by contribution assumption: employee only about $371,650 at 4% or $247,767 at 6%; with 50% employer match about $247,767 at 4% or $165,178 at 6%; with 100% employer match about $185,825 at 4% or $123,883 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-4$109,124$59,464$14,866iApproximate average salary by contribution assumption: employee only about $371,650 at 4% or $247,767 at 6%; with 50% employer match about $247,767 at 4% or $165,178 at 6%; with 100% employer match about $185,825 at 4% or $123,883 at 6%.
200714$90,233$88,873$22,218iApproximate average salary by contribution assumption: employee only about $555,456 at 4% or $370,304 at 6%; with 50% employer match about $370,304 at 4% or $246,869 at 6%; with 100% employer match about $277,728 at 4% or $185,152 at 6%.
Bruce W. Overton, Dds PC Employees' Retirement Plan-4$90,233$88,873$22,218iApproximate average salary by contribution assumption: employee only about $555,456 at 4% or $370,304 at 6%; with 50% employer match about $370,304 at 4% or $246,869 at 6%; with 100% employer match about $277,728 at 4% or $185,152 at 6%.
Bruce W. Overton, Dds PC | EIN 20-5061358 | 2025 Form 5500 Company Profile