Civic Intelligence

Aaron T. Roan, DMD & Associates

Plan context: Aaron T. Roan, DMD & Associates 401(K) Profit Sharing Plan

EIN 25-1402099 • State College, PA • 21 filings • 6 plans

2590 Park Center Blvd, Ste. 100State College, PA 16801
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$626,056

2024 Contributions

$102,772

Historical Graphs

Total Assets Over Time

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

$1,030,515$515,258$0199920122024YearValue
$626,056Latest year 2024

Participants Over Time

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

1580199920092024YearValue
9Latest 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
202419$626,056$102,772$11,419iApproximate average salary by contribution assumption: employee only about $285,478 at 4% or $190,319 at 6%; with 50% employer match about $190,319 at 4% or $126,879 at 6%; with 100% employer match about $142,739 at 4% or $95,159 at 6%.
Aaron T. Roan, DMD & Associates 401(K) Profit Sharing Plan-9$626,056$102,772$11,419iApproximate average salary by contribution assumption: employee only about $285,478 at 4% or $190,319 at 6%; with 50% employer match about $190,319 at 4% or $126,879 at 6%; with 100% employer match about $142,739 at 4% or $95,159 at 6%.
2023111$481,103$99,150$9,014iApproximate average salary by contribution assumption: employee only about $225,341 at 4% or $150,227 at 6%; with 50% employer match about $150,227 at 4% or $100,152 at 6%; with 100% employer match about $112,670 at 4% or $75,114 at 6%.
Aaron T. Roan, DMD & Associates 401(K) Profit Sharing Plan-11$481,103$99,150$9,014iApproximate average salary by contribution assumption: employee only about $225,341 at 4% or $150,227 at 6%; with 50% employer match about $150,227 at 4% or $100,152 at 6%; with 100% employer match about $112,670 at 4% or $75,114 at 6%.
2022112$325,290$90,984$7,582iApproximate average salary by contribution assumption: employee only about $189,550 at 4% or $126,367 at 6%; with 50% employer match about $126,367 at 4% or $84,244 at 6%; with 100% employer match about $94,775 at 4% or $63,183 at 6%.
Aaron T. Roan, DMD & Associates 401(K) Profit Sharing Plan-12$325,290$90,984$7,582iApproximate average salary by contribution assumption: employee only about $189,550 at 4% or $126,367 at 6%; with 50% employer match about $126,367 at 4% or $84,244 at 6%; with 100% employer match about $94,775 at 4% or $63,183 at 6%.
2021112$305,164$86,902$7,242iApproximate average salary by contribution assumption: employee only about $181,046 at 4% or $120,697 at 6%; with 50% employer match about $120,697 at 4% or $80,465 at 6%; with 100% employer match about $90,523 at 4% or $60,349 at 6%.
Aaron T. Roan, DMD & Associates 401(K) Profit Sharing Plan-12$305,164$86,902$7,242iApproximate average salary by contribution assumption: employee only about $181,046 at 4% or $120,697 at 6%; with 50% employer match about $120,697 at 4% or $80,465 at 6%; with 100% employer match about $90,523 at 4% or $60,349 at 6%.
2020112$181,335$80,966$6,747iApproximate average salary by contribution assumption: employee only about $168,679 at 4% or $112,453 at 6%; with 50% employer match about $112,453 at 4% or $74,969 at 6%; with 100% employer match about $84,340 at 4% or $56,226 at 6%.
Brian C. White, D.D.S. & Associates Pension Plan-12$181,335$80,966$6,747iApproximate average salary by contribution assumption: employee only about $168,679 at 4% or $112,453 at 6%; with 50% employer match about $112,453 at 4% or $74,969 at 6%; with 100% employer match about $84,340 at 4% or $56,226 at 6%.
2019110$73,603$67,771$6,777iApproximate average salary by contribution assumption: employee only about $169,428 at 4% or $112,952 at 6%; with 50% employer match about $112,952 at 4% or $75,301 at 6%; with 100% employer match about $84,714 at 4% or $56,476 at 6%.
Brian C. White, D.D.S. & Associates Pension Plan-10$73,603$67,771$6,777iApproximate average salary by contribution assumption: employee only about $169,428 at 4% or $112,952 at 6%; with 50% employer match about $112,952 at 4% or $75,301 at 6%; with 100% employer match about $84,714 at 4% or $56,476 at 6%.
201310$0$0-
Brian C. White, D.D.S. & Associates Pension Plan-0---
201211$61$0-
Brian C. White, D.D.S. & Associates Pension Plan-1$61--
2011115$679,835$0-
Brian C. White, D.D.S. & Associates Pension Plan-15$679,835--
2010115$758,418$0-
Brian C. White, D.D.S. & Associates Pension Plan-15$758,418--
2009115$987,272$39,862$2,657iApproximate average salary by contribution assumption: employee only about $66,437 at 4% or $44,291 at 6%; with 50% employer match about $44,291 at 4% or $29,527 at 6%; with 100% employer match about $33,218 at 4% or $22,146 at 6%.
Brian C. White, D.D.S. & Associates Pension Plan-15$987,272$39,862$2,657iApproximate average salary by contribution assumption: employee only about $66,437 at 4% or $44,291 at 6%; with 50% employer match about $44,291 at 4% or $29,527 at 6%; with 100% employer match about $33,218 at 4% or $22,146 at 6%.
2008115$0$0-
Brian C. White, D.D.S. & Associates Pension Plan-15---
2007115$0$0-
Brian C. White, D.D.S. & Associates Pension Plan-15---
2006111$0$0-
Brian C. White, D.D.S. & Associates Pension Plan-11---
2005110$1,030,515$60,727$6,073iApproximate average salary by contribution assumption: employee only about $151,818 at 4% or $101,212 at 6%; with 50% employer match about $101,212 at 4% or $67,474 at 6%; with 100% employer match about $75,909 at 4% or $50,606 at 6%.
Brian C. White, D.D.S. & Associates Pension Plan-10$1,030,515$60,727$6,073iApproximate average salary by contribution assumption: employee only about $151,818 at 4% or $101,212 at 6%; with 50% employer match about $101,212 at 4% or $67,474 at 6%; with 100% employer match about $75,909 at 4% or $50,606 at 6%.
200418$906,399$57,363$7,170iApproximate average salary by contribution assumption: employee only about $179,259 at 4% or $119,506 at 6%; with 50% employer match about $119,506 at 4% or $79,671 at 6%; with 100% employer match about $89,630 at 4% or $59,753 at 6%.
Brian C. White, D.D.S. & Associates Pension Plan-8$906,399$57,363$7,170iApproximate average salary by contribution assumption: employee only about $179,259 at 4% or $119,506 at 6%; with 50% employer match about $119,506 at 4% or $79,671 at 6%; with 100% employer match about $89,630 at 4% or $59,753 at 6%.
2003113$0$0-
Brian C. White, D.D.S. & Associates Pension Plan-13---
2002110$0$0-
Brian C. White, D.D.S. & Associates Pension Plan-10---
200119$0$0-
Brian C. White, D.D.S. & Associates Pension Plan-9---
200017$0$0-
Brian C. White, D.D.S. & Associates Pension Plan-7---
199915$807,130$44,206$8,841iApproximate average salary by contribution assumption: employee only about $221,030 at 4% or $147,353 at 6%; with 50% employer match about $147,353 at 4% or $98,236 at 6%; with 100% employer match about $110,515 at 4% or $73,677 at 6%.
Brian C. White, D.D.S. & Associates Pension Plan-5$807,130$44,206$8,841iApproximate average salary by contribution assumption: employee only about $221,030 at 4% or $147,353 at 6%; with 50% employer match about $147,353 at 4% or $98,236 at 6%; with 100% employer match about $110,515 at 4% or $73,677 at 6%.