S.W. Grant PC
Plan context: Idaho Family Dentistry Retirement Plan & Trust
EIN 20-5286000 • Meridian, ID • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
35
2025 Assets
$2,323,838
2025 Contributions
$208,947
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 35 | $2,323,838 | $208,947 | $5,970iApproximate average salary by contribution assumption: employee only about $149,248 at 4% or $99,499 at 6%; with 50% employer match about $99,499 at 4% or $66,332 at 6%; with 100% employer match about $74,624 at 4% or $49,749 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 35 | $2,323,838 | $208,947 | $5,970iApproximate average salary by contribution assumption: employee only about $149,248 at 4% or $99,499 at 6%; with 50% employer match about $99,499 at 4% or $66,332 at 6%; with 100% employer match about $74,624 at 4% or $49,749 at 6%. |
| 2024 | 1 | 36 | $2,224,240 | $213,711 | $5,936iApproximate average salary by contribution assumption: employee only about $148,410 at 4% or $98,940 at 6%; with 50% employer match about $98,940 at 4% or $65,960 at 6%; with 100% employer match about $74,205 at 4% or $49,470 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 36 | $2,224,240 | $213,711 | $5,936iApproximate average salary by contribution assumption: employee only about $148,410 at 4% or $98,940 at 6%; with 50% employer match about $98,940 at 4% or $65,960 at 6%; with 100% employer match about $74,205 at 4% or $49,470 at 6%. |
| 2023 | 1 | 34 | $1,834,975 | $228,016 | $6,706iApproximate average salary by contribution assumption: employee only about $167,659 at 4% or $111,773 at 6%; with 50% employer match about $111,773 at 4% or $74,515 at 6%; with 100% employer match about $83,829 at 4% or $55,886 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 34 | $1,834,975 | $228,016 | $6,706iApproximate average salary by contribution assumption: employee only about $167,659 at 4% or $111,773 at 6%; with 50% employer match about $111,773 at 4% or $74,515 at 6%; with 100% employer match about $83,829 at 4% or $55,886 at 6%. |
| 2022 | 1 | 32 | $1,410,192 | $216,144 | $6,755iApproximate average salary by contribution assumption: employee only about $168,863 at 4% or $112,575 at 6%; with 50% employer match about $112,575 at 4% or $75,050 at 6%; with 100% employer match about $84,431 at 4% or $56,288 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 32 | $1,410,192 | $216,144 | $6,755iApproximate average salary by contribution assumption: employee only about $168,863 at 4% or $112,575 at 6%; with 50% employer match about $112,575 at 4% or $75,050 at 6%; with 100% employer match about $84,431 at 4% or $56,288 at 6%. |
| 2021 | 1 | 28 | $1,507,749 | $234,199 | $8,364iApproximate average salary by contribution assumption: employee only about $209,106 at 4% or $139,404 at 6%; with 50% employer match about $139,404 at 4% or $92,936 at 6%; with 100% employer match about $104,553 at 4% or $69,702 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 28 | $1,507,749 | $234,199 | $8,364iApproximate average salary by contribution assumption: employee only about $209,106 at 4% or $139,404 at 6%; with 50% employer match about $139,404 at 4% or $92,936 at 6%; with 100% employer match about $104,553 at 4% or $69,702 at 6%. |
| 2020 | 1 | 24 | $1,162,833 | $140,290 | $5,845iApproximate average salary by contribution assumption: employee only about $146,135 at 4% or $97,424 at 6%; with 50% employer match about $97,424 at 4% or $64,949 at 6%; with 100% employer match about $73,068 at 4% or $48,712 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 24 | $1,162,833 | $140,290 | $5,845iApproximate average salary by contribution assumption: employee only about $146,135 at 4% or $97,424 at 6%; with 50% employer match about $97,424 at 4% or $64,949 at 6%; with 100% employer match about $73,068 at 4% or $48,712 at 6%. |
| 2019 | 1 | 19 | $768,474 | $144,477 | $7,604iApproximate average salary by contribution assumption: employee only about $190,101 at 4% or $126,734 at 6%; with 50% employer match about $126,734 at 4% or $84,489 at 6%; with 100% employer match about $95,051 at 4% or $63,367 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 19 | $768,474 | $144,477 | $7,604iApproximate average salary by contribution assumption: employee only about $190,101 at 4% or $126,734 at 6%; with 50% employer match about $126,734 at 4% or $84,489 at 6%; with 100% employer match about $95,051 at 4% or $63,367 at 6%. |
| 2018 | 1 | 15 | $534,769 | $142,321 | $9,488iApproximate average salary by contribution assumption: employee only about $237,202 at 4% or $158,134 at 6%; with 50% employer match about $158,134 at 4% or $105,423 at 6%; with 100% employer match about $118,601 at 4% or $79,067 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 15 | $534,769 | $142,321 | $9,488iApproximate average salary by contribution assumption: employee only about $237,202 at 4% or $158,134 at 6%; with 50% employer match about $158,134 at 4% or $105,423 at 6%; with 100% employer match about $118,601 at 4% or $79,067 at 6%. |
| 2017 | 1 | 19 | $436,751 | $158,583 | $8,346iApproximate average salary by contribution assumption: employee only about $208,662 at 4% or $139,108 at 6%; with 50% employer match about $139,108 at 4% or $92,739 at 6%; with 100% employer match about $104,331 at 4% or $69,554 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 19 | $436,751 | $158,583 | $8,346iApproximate average salary by contribution assumption: employee only about $208,662 at 4% or $139,108 at 6%; with 50% employer match about $139,108 at 4% or $92,739 at 6%; with 100% employer match about $104,331 at 4% or $69,554 at 6%. |
| 2016 | 1 | 14 | $284,890 | $101,555 | $7,254iApproximate average salary by contribution assumption: employee only about $181,348 at 4% or $120,899 at 6%; with 50% employer match about $120,899 at 4% or $80,599 at 6%; with 100% employer match about $90,674 at 4% or $60,449 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 14 | $284,890 | $101,555 | $7,254iApproximate average salary by contribution assumption: employee only about $181,348 at 4% or $120,899 at 6%; with 50% employer match about $120,899 at 4% or $80,599 at 6%; with 100% employer match about $90,674 at 4% or $60,449 at 6%. |
| 2015 | 1 | 10 | $171,879 | $111,877 | $11,188iApproximate average salary by contribution assumption: employee only about $279,693 at 4% or $186,462 at 6%; with 50% employer match about $186,462 at 4% or $124,308 at 6%; with 100% employer match about $139,846 at 4% or $93,231 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 10 | $171,879 | $111,877 | $11,188iApproximate average salary by contribution assumption: employee only about $279,693 at 4% or $186,462 at 6%; with 50% employer match about $186,462 at 4% or $124,308 at 6%; with 100% employer match about $139,846 at 4% or $93,231 at 6%. |
| 2014 | 1 | 7 | $65,644 | $65,167 | $9,310iApproximate average salary by contribution assumption: employee only about $232,739 at 4% or $155,160 at 6%; with 50% employer match about $155,160 at 4% or $103,440 at 6%; with 100% employer match about $116,370 at 4% or $77,580 at 6%. |
| Idaho Family Dentistry Retirement Plan & Trust | - | 7 | $65,644 | $65,167 | $9,310iApproximate average salary by contribution assumption: employee only about $232,739 at 4% or $155,160 at 6%; with 50% employer match about $155,160 at 4% or $103,440 at 6%; with 100% employer match about $116,370 at 4% or $77,580 at 6%. |