Civic Intelligence

Casey a Roberts, Dds PC

Plan context: Magnolia City Dental 401K

EIN 20-8799276 • 6 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$524,240

2024 Contributions

$80,019

Historical Graphs

Total Assets Over Time

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

$524,240$262,120$0201920222024YearValue
$524,240Latest year 2024

Participants Over Time

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

1050201920222024YearValue
8Latest 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
202418$524,240$80,019$10,002iApproximate average salary by contribution assumption: employee only about $250,059 at 4% or $166,706 at 6%; with 50% employer match about $166,706 at 4% or $111,138 at 6%; with 100% employer match about $125,030 at 4% or $83,353 at 6%.
Magnolia City Dental 401K-8$524,240$80,019$10,002iApproximate average salary by contribution assumption: employee only about $250,059 at 4% or $166,706 at 6%; with 50% employer match about $166,706 at 4% or $111,138 at 6%; with 100% employer match about $125,030 at 4% or $83,353 at 6%.
202319$413,508$70,167$7,796iApproximate average salary by contribution assumption: employee only about $194,908 at 4% or $129,939 at 6%; with 50% employer match about $129,939 at 4% or $86,626 at 6%; with 100% employer match about $97,454 at 4% or $64,969 at 6%.
Magnolia City Dental 401K-9$413,508$70,167$7,796iApproximate average salary by contribution assumption: employee only about $194,908 at 4% or $129,939 at 6%; with 50% employer match about $129,939 at 4% or $86,626 at 6%; with 100% employer match about $97,454 at 4% or $64,969 at 6%.
202219$313,159$59,794$6,644iApproximate average salary by contribution assumption: employee only about $166,094 at 4% or $110,730 at 6%; with 50% employer match about $110,730 at 4% or $73,820 at 6%; with 100% employer match about $83,047 at 4% or $55,365 at 6%.
Magnolia City Dental 401K-9$313,159$59,794$6,644iApproximate average salary by contribution assumption: employee only about $166,094 at 4% or $110,730 at 6%; with 50% employer match about $110,730 at 4% or $73,820 at 6%; with 100% employer match about $83,047 at 4% or $55,365 at 6%.
202116$269,861$181,340$30,223iApproximate average salary by contribution assumption: employee only about $755,583 at 4% or $503,722 at 6%; with 50% employer match about $503,722 at 4% or $335,815 at 6%; with 100% employer match about $377,792 at 4% or $251,861 at 6%.
Magnolia City Dental 401K-6$269,861$181,340$30,223iApproximate average salary by contribution assumption: employee only about $755,583 at 4% or $503,722 at 6%; with 50% employer match about $503,722 at 4% or $335,815 at 6%; with 100% employer match about $377,792 at 4% or $251,861 at 6%.
202018$86,396$62,594$7,824iApproximate average salary by contribution assumption: employee only about $195,606 at 4% or $130,404 at 6%; with 50% employer match about $130,404 at 4% or $86,936 at 6%; with 100% employer match about $97,803 at 4% or $65,202 at 6%.
Magnolia City Dental 401K-8$86,396$62,594$7,824iApproximate average salary by contribution assumption: employee only about $195,606 at 4% or $130,404 at 6%; with 50% employer match about $130,404 at 4% or $86,936 at 6%; with 100% employer match about $97,803 at 4% or $65,202 at 6%.
2019110$16,534$16,012$1,601iApproximate average salary by contribution assumption: employee only about $40,030 at 4% or $26,687 at 6%; with 50% employer match about $26,687 at 4% or $17,791 at 6%; with 100% employer match about $20,015 at 4% or $13,343 at 6%.
Magnolia City Dental 401K-10$16,534$16,012$1,601iApproximate average salary by contribution assumption: employee only about $40,030 at 4% or $26,687 at 6%; with 50% employer match about $26,687 at 4% or $17,791 at 6%; with 100% employer match about $20,015 at 4% or $13,343 at 6%.