Civic Intelligence

Allen and Hansen Dentistry Partnership

Plan context: Santa Fe Dental Retirement Plan & Trust

EIN 20-5338088 • Edmond, OK • 19 filings • 1 plans

519 South Santa Fe AvenueEdmond, OK 73003
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$3,518,296

2024 Contributions

$251,779

Historical Graphs

Total Assets Over Time

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

$3,727,143$1,863,572$0200620162024YearValue
$3,518,296Latest year 2024

Participants Over Time

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

47240200620152024YearValue
47Latest year 2024

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
2024147$3,518,296$251,779$5,357iApproximate average salary by contribution assumption: employee only about $133,925 at 4% or $89,283 at 6%; with 50% employer match about $89,283 at 4% or $59,522 at 6%; with 100% employer match about $66,963 at 4% or $44,642 at 6%.
Santa Fe Dental Retirement Plan & Trust-47$3,518,296$251,779$5,357iApproximate average salary by contribution assumption: employee only about $133,925 at 4% or $89,283 at 6%; with 50% employer match about $89,283 at 4% or $59,522 at 6%; with 100% employer match about $66,963 at 4% or $44,642 at 6%.
2023143$3,727,143$319,806$7,437iApproximate average salary by contribution assumption: employee only about $185,934 at 4% or $123,956 at 6%; with 50% employer match about $123,956 at 4% or $82,637 at 6%; with 100% employer match about $92,967 at 4% or $61,978 at 6%.
Santa Fe Dental Retirement Plan & Trust-43$3,727,143$319,806$7,437iApproximate average salary by contribution assumption: employee only about $185,934 at 4% or $123,956 at 6%; with 50% employer match about $123,956 at 4% or $82,637 at 6%; with 100% employer match about $92,967 at 4% or $61,978 at 6%.
2022139$2,988,655$335,212$8,595iApproximate average salary by contribution assumption: employee only about $214,879 at 4% or $143,253 at 6%; with 50% employer match about $143,253 at 4% or $95,502 at 6%; with 100% employer match about $107,440 at 4% or $71,626 at 6%.
Santa Fe Dental Retirement Plan & Trust-39$2,988,655$335,212$8,595iApproximate average salary by contribution assumption: employee only about $214,879 at 4% or $143,253 at 6%; with 50% employer match about $143,253 at 4% or $95,502 at 6%; with 100% employer match about $107,440 at 4% or $71,626 at 6%.
2021135$3,104,931$432,350$12,353iApproximate average salary by contribution assumption: employee only about $308,821 at 4% or $205,881 at 6%; with 50% employer match about $205,881 at 4% or $137,254 at 6%; with 100% employer match about $154,411 at 4% or $102,940 at 6%.
Santa Fe Dental Retirement Plan & Trust-35$3,104,931$432,350$12,353iApproximate average salary by contribution assumption: employee only about $308,821 at 4% or $205,881 at 6%; with 50% employer match about $205,881 at 4% or $137,254 at 6%; with 100% employer match about $154,411 at 4% or $102,940 at 6%.
2020136$2,252,594$246,677$6,852iApproximate average salary by contribution assumption: employee only about $171,303 at 4% or $114,202 at 6%; with 50% employer match about $114,202 at 4% or $76,135 at 6%; with 100% employer match about $85,652 at 4% or $57,101 at 6%.
Santa Fe Dental Retirement Plan & Trust-36$2,252,594$246,677$6,852iApproximate average salary by contribution assumption: employee only about $171,303 at 4% or $114,202 at 6%; with 50% employer match about $114,202 at 4% or $76,135 at 6%; with 100% employer match about $85,652 at 4% or $57,101 at 6%.
2019128$1,774,361$203,912$7,283iApproximate average salary by contribution assumption: employee only about $182,064 at 4% or $121,376 at 6%; with 50% employer match about $121,376 at 4% or $80,917 at 6%; with 100% employer match about $91,032 at 4% or $60,688 at 6%.
Santa Fe Dental Retirement Plan & Trust-28$1,774,361$203,912$7,283iApproximate average salary by contribution assumption: employee only about $182,064 at 4% or $121,376 at 6%; with 50% employer match about $121,376 at 4% or $80,917 at 6%; with 100% employer match about $91,032 at 4% or $60,688 at 6%.
2018124$1,937,296$201,984$8,416iApproximate average salary by contribution assumption: employee only about $210,400 at 4% or $140,267 at 6%; with 50% employer match about $140,267 at 4% or $93,511 at 6%; with 100% employer match about $105,200 at 4% or $70,133 at 6%.
Santa Fe Dental Retirement Plan & Trust-24$1,937,296$201,984$8,416iApproximate average salary by contribution assumption: employee only about $210,400 at 4% or $140,267 at 6%; with 50% employer match about $140,267 at 4% or $93,511 at 6%; with 100% employer match about $105,200 at 4% or $70,133 at 6%.
2017117$1,883,651$218,556$12,856iApproximate average salary by contribution assumption: employee only about $321,406 at 4% or $214,271 at 6%; with 50% employer match about $214,271 at 4% or $142,847 at 6%; with 100% employer match about $160,703 at 4% or $107,135 at 6%.
Santa Fe Dental Retirement Plan & Trust-17$1,883,651$218,556$12,856iApproximate average salary by contribution assumption: employee only about $321,406 at 4% or $214,271 at 6%; with 50% employer match about $214,271 at 4% or $142,847 at 6%; with 100% employer match about $160,703 at 4% or $107,135 at 6%.
2016116$1,532,041$194,070$12,129iApproximate average salary by contribution assumption: employee only about $303,234 at 4% or $202,156 at 6%; with 50% employer match about $202,156 at 4% or $134,771 at 6%; with 100% employer match about $151,617 at 4% or $101,078 at 6%.
Santa Fe Dental Retirement Plan & Trust-16$1,532,041$194,070$12,129iApproximate average salary by contribution assumption: employee only about $303,234 at 4% or $202,156 at 6%; with 50% employer match about $202,156 at 4% or $134,771 at 6%; with 100% employer match about $151,617 at 4% or $101,078 at 6%.
2015120$1,250,391$180,907$9,045iApproximate average salary by contribution assumption: employee only about $226,134 at 4% or $150,756 at 6%; with 50% employer match about $150,756 at 4% or $100,504 at 6%; with 100% employer match about $113,067 at 4% or $75,378 at 6%.
Santa Fe Dental Retirement Plan & Trust-20$1,250,391$180,907$9,045iApproximate average salary by contribution assumption: employee only about $226,134 at 4% or $150,756 at 6%; with 50% employer match about $150,756 at 4% or $100,504 at 6%; with 100% employer match about $113,067 at 4% or $75,378 at 6%.
2014115$1,113,819$126,515$8,434iApproximate average salary by contribution assumption: employee only about $210,858 at 4% or $140,572 at 6%; with 50% employer match about $140,572 at 4% or $93,715 at 6%; with 100% employer match about $105,429 at 4% or $70,286 at 6%.
Santa Fe Dental Retirement Plan & Trust-15$1,113,819$126,515$8,434iApproximate average salary by contribution assumption: employee only about $210,858 at 4% or $140,572 at 6%; with 50% employer match about $140,572 at 4% or $93,715 at 6%; with 100% employer match about $105,429 at 4% or $70,286 at 6%.
2013115$970,255$142,552$9,503iApproximate average salary by contribution assumption: employee only about $237,587 at 4% or $158,391 at 6%; with 50% employer match about $158,391 at 4% or $105,594 at 6%; with 100% employer match about $118,793 at 4% or $79,196 at 6%.
Santa Fe Dental Retirement Plan & Trust-15$970,255$142,552$9,503iApproximate average salary by contribution assumption: employee only about $237,587 at 4% or $158,391 at 6%; with 50% employer match about $158,391 at 4% or $105,594 at 6%; with 100% employer match about $118,793 at 4% or $79,196 at 6%.
2012113$741,526$165,345$12,719iApproximate average salary by contribution assumption: employee only about $317,971 at 4% or $211,981 at 6%; with 50% employer match about $211,981 at 4% or $141,321 at 6%; with 100% employer match about $158,986 at 4% or $105,990 at 6%.
Santa Fe Dental Retirement Plan & Trust-13$741,526$165,345$12,719iApproximate average salary by contribution assumption: employee only about $317,971 at 4% or $211,981 at 6%; with 50% employer match about $211,981 at 4% or $141,321 at 6%; with 100% employer match about $158,986 at 4% or $105,990 at 6%.
2011110$527,986$105,204$10,520iApproximate average salary by contribution assumption: employee only about $263,010 at 4% or $175,340 at 6%; with 50% employer match about $175,340 at 4% or $116,893 at 6%; with 100% employer match about $131,505 at 4% or $87,670 at 6%.
Santa Fe Dental Retirement Plan & Trust-10$527,986$105,204$10,520iApproximate average salary by contribution assumption: employee only about $263,010 at 4% or $175,340 at 6%; with 50% employer match about $175,340 at 4% or $116,893 at 6%; with 100% employer match about $131,505 at 4% or $87,670 at 6%.
2010111$448,228$99,806$9,073iApproximate average salary by contribution assumption: employee only about $226,832 at 4% or $151,221 at 6%; with 50% employer match about $151,221 at 4% or $100,814 at 6%; with 100% employer match about $113,416 at 4% or $75,611 at 6%.
Santa Fe Dental Retirement Plan & Trust-11$448,228$99,806$9,073iApproximate average salary by contribution assumption: employee only about $226,832 at 4% or $151,221 at 6%; with 50% employer match about $151,221 at 4% or $100,814 at 6%; with 100% employer match about $113,416 at 4% or $75,611 at 6%.
2009111$312,025$108,924$9,902iApproximate average salary by contribution assumption: employee only about $247,555 at 4% or $165,036 at 6%; with 50% employer match about $165,036 at 4% or $110,024 at 6%; with 100% employer match about $123,777 at 4% or $82,518 at 6%.
Santa Fe Dental Retirement Plan & Trust-11$312,025$108,924$9,902iApproximate average salary by contribution assumption: employee only about $247,555 at 4% or $165,036 at 6%; with 50% employer match about $165,036 at 4% or $110,024 at 6%; with 100% employer match about $123,777 at 4% or $82,518 at 6%.
2008110$170,417$108,432$10,843iApproximate average salary by contribution assumption: employee only about $271,080 at 4% or $180,720 at 6%; with 50% employer match about $180,720 at 4% or $120,480 at 6%; with 100% employer match about $135,540 at 4% or $90,360 at 6%.
Santa Fe Dental Retirement Plan & Trust-10$170,417$108,432$10,843iApproximate average salary by contribution assumption: employee only about $271,080 at 4% or $180,720 at 6%; with 50% employer match about $180,720 at 4% or $120,480 at 6%; with 100% employer match about $135,540 at 4% or $90,360 at 6%.
200719$0$0-
Santa Fe Dental Retirement Plan & Trust-9---
200617$39,713$39,713$5,673iApproximate average salary by contribution assumption: employee only about $141,832 at 4% or $94,555 at 6%; with 50% employer match about $94,555 at 4% or $63,037 at 6%; with 100% employer match about $70,916 at 4% or $47,277 at 6%.
Santa Fe Dental Retirement Plan & Trust-7$39,713$39,713$5,673iApproximate average salary by contribution assumption: employee only about $141,832 at 4% or $94,555 at 6%; with 50% employer match about $94,555 at 4% or $63,037 at 6%; with 100% employer match about $70,916 at 4% or $47,277 at 6%.