Civic Intelligence

MILLS & SHANNON, DMD, PC

Plan context: MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN

EIN 26-1644766 • Salem, VA • 26 filings • 2 plans

3533 Keagy RoadSalem, VA 24153
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$6,809,182

2025 Contributions

$258,948

Historical Graphs

Total Assets Over Time

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

$6,809,182$3,404,591$0200920182025YearValue
$6,809,182Latest year 2025

Participants Over Time

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

1790200920182025YearValue
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
2025213$6,809,182$258,948$19,919iApproximate average salary by contribution assumption: employee only about $497,977 at 4% or $331,985 at 6%; with 50% employer match about $331,985 at 4% or $221,323 at 6%; with 100% employer match about $248,988 at 4% or $165,992 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-13$4,674,749$120,000$9,231iApproximate average salary by contribution assumption: employee only about $230,769 at 4% or $153,846 at 6%; with 50% employer match about $153,846 at 4% or $102,564 at 6%; with 100% employer match about $115,385 at 4% or $76,923 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-11$2,134,433$138,948$12,632iApproximate average salary by contribution assumption: employee only about $315,791 at 4% or $210,527 at 6%; with 50% employer match about $210,527 at 4% or $140,352 at 6%; with 100% employer match about $157,895 at 4% or $105,264 at 6%.
2024213$6,007,133$643,230$49,479iApproximate average salary by contribution assumption: employee only about $1,236,981 at 4% or $824,654 at 6%; with 50% employer match about $824,654 at 4% or $549,769 at 6%; with 100% employer match about $618,490 at 4% or $412,327 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-13$4,198,738$513,894$39,530iApproximate average salary by contribution assumption: employee only about $988,258 at 4% or $658,838 at 6%; with 50% employer match about $658,838 at 4% or $439,226 at 6%; with 100% employer match about $494,129 at 4% or $329,419 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-12$1,808,395$129,336$10,778iApproximate average salary by contribution assumption: employee only about $269,450 at 4% or $179,633 at 6%; with 50% employer match about $179,633 at 4% or $119,756 at 6%; with 100% employer match about $134,725 at 4% or $89,817 at 6%.
2023211$4,965,391$774,134$70,376iApproximate average salary by contribution assumption: employee only about $1,759,395 at 4% or $1,172,930 at 6%; with 50% employer match about $1,172,930 at 4% or $781,954 at 6%; with 100% employer match about $879,698 at 4% or $586,465 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-11$3,434,742$695,871$63,261iApproximate average salary by contribution assumption: employee only about $1,581,525 at 4% or $1,054,350 at 6%; with 50% employer match about $1,054,350 at 4% or $702,900 at 6%; with 100% employer match about $790,763 at 4% or $527,175 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-10$1,530,649$78,263$7,826iApproximate average salary by contribution assumption: employee only about $195,658 at 4% or $130,438 at 6%; with 50% employer match about $130,438 at 4% or $86,959 at 6%; with 100% employer match about $97,829 at 4% or $65,219 at 6%.
2022210$3,817,347$592,835$59,284iApproximate average salary by contribution assumption: employee only about $1,482,088 at 4% or $988,058 at 6%; with 50% employer match about $988,058 at 4% or $658,706 at 6%; with 100% employer match about $741,044 at 4% or $494,029 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-8$2,496,028$517,126$64,641iApproximate average salary by contribution assumption: employee only about $1,616,019 at 4% or $1,077,346 at 6%; with 50% employer match about $1,077,346 at 4% or $718,231 at 6%; with 100% employer match about $808,009 at 4% or $538,673 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-10$1,321,319$75,709$7,571iApproximate average salary by contribution assumption: employee only about $189,273 at 4% or $126,182 at 6%; with 50% employer match about $126,182 at 4% or $84,121 at 6%; with 100% employer match about $94,636 at 4% or $63,091 at 6%.
2021214$3,698,418$503,450$35,961iApproximate average salary by contribution assumption: employee only about $899,018 at 4% or $599,345 at 6%; with 50% employer match about $599,345 at 4% or $399,563 at 6%; with 100% employer match about $449,509 at 4% or $299,673 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-8$2,221,477$420,661$52,583iApproximate average salary by contribution assumption: employee only about $1,314,566 at 4% or $876,377 at 6%; with 50% employer match about $876,377 at 4% or $584,251 at 6%; with 100% employer match about $657,283 at 4% or $438,189 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-14$1,476,941$82,789$5,914iApproximate average salary by contribution assumption: employee only about $147,838 at 4% or $98,558 at 6%; with 50% employer match about $98,558 at 4% or $65,706 at 6%; with 100% employer match about $73,919 at 4% or $49,279 at 6%.
2020217$3,051,754$351,395$20,670iApproximate average salary by contribution assumption: employee only about $516,757 at 4% or $344,505 at 6%; with 50% employer match about $344,505 at 4% or $229,670 at 6%; with 100% employer match about $258,379 at 4% or $172,252 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-10$1,700,072$271,117$27,112iApproximate average salary by contribution assumption: employee only about $677,793 at 4% or $451,862 at 6%; with 50% employer match about $451,862 at 4% or $301,241 at 6%; with 100% employer match about $338,896 at 4% or $225,931 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-17$1,351,682$80,278$4,722iApproximate average salary by contribution assumption: employee only about $118,056 at 4% or $78,704 at 6%; with 50% employer match about $78,704 at 4% or $52,469 at 6%; with 100% employer match about $59,028 at 4% or $39,352 at 6%.
2019213$2,478,952$319,134$24,549iApproximate average salary by contribution assumption: employee only about $613,719 at 4% or $409,146 at 6%; with 50% employer match about $409,146 at 4% or $272,764 at 6%; with 100% employer match about $306,860 at 4% or $204,573 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-9$1,338,822$246,868$27,430iApproximate average salary by contribution assumption: employee only about $685,744 at 4% or $457,163 at 6%; with 50% employer match about $457,163 at 4% or $304,775 at 6%; with 100% employer match about $342,872 at 4% or $228,581 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-13$1,140,130$72,266$5,559iApproximate average salary by contribution assumption: employee only about $138,973 at 4% or $92,649 at 6%; with 50% employer match about $92,649 at 4% or $61,766 at 6%; with 100% employer match about $69,487 at 4% or $46,324 at 6%.
2018212$1,941,646$641,893$53,491iApproximate average salary by contribution assumption: employee only about $1,337,277 at 4% or $891,518 at 6%; with 50% employer match about $891,518 at 4% or $594,345 at 6%; with 100% employer match about $668,639 at 4% or $445,759 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-8$997,997$568,605$71,076iApproximate average salary by contribution assumption: employee only about $1,776,891 at 4% or $1,184,594 at 6%; with 50% employer match about $1,184,594 at 4% or $789,729 at 6%; with 100% employer match about $888,445 at 4% or $592,297 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-12$943,649$73,288$6,107iApproximate average salary by contribution assumption: employee only about $152,683 at 4% or $101,789 at 6%; with 50% employer match about $101,789 at 4% or $67,859 at 6%; with 100% employer match about $76,342 at 4% or $50,894 at 6%.
2017211$1,450,085$328,949$29,904iApproximate average salary by contribution assumption: employee only about $747,611 at 4% or $498,408 at 6%; with 50% employer match about $498,408 at 4% or $332,272 at 6%; with 100% employer match about $373,806 at 4% or $249,204 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-11$986,909$62,841$5,713iApproximate average salary by contribution assumption: employee only about $142,820 at 4% or $95,214 at 6%; with 50% employer match about $95,214 at 4% or $63,476 at 6%; with 100% employer match about $71,410 at 4% or $47,607 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-6$463,176$266,108$44,351iApproximate average salary by contribution assumption: employee only about $1,108,783 at 4% or $739,189 at 6%; with 50% employer match about $739,189 at 4% or $492,793 at 6%; with 100% employer match about $554,392 at 4% or $369,594 at 6%.
2016212$1,038,739$258,013$21,501iApproximate average salary by contribution assumption: employee only about $537,527 at 4% or $358,351 at 6%; with 50% employer match about $358,351 at 4% or $238,901 at 6%; with 100% employer match about $268,764 at 4% or $179,176 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-12$851,739$71,013$5,918iApproximate average salary by contribution assumption: employee only about $147,944 at 4% or $98,629 at 6%; with 50% employer match about $98,629 at 4% or $65,753 at 6%; with 100% employer match about $73,972 at 4% or $49,315 at 6%.
MILLS & SHANNON, DMD, PC CASH BALANCE PENSION PLAN-7$187,000$187,000$26,714iApproximate average salary by contribution assumption: employee only about $667,857 at 4% or $445,238 at 6%; with 50% employer match about $445,238 at 4% or $296,825 at 6%; with 100% employer match about $333,929 at 4% or $222,619 at 6%.
201519$764,800$139,073$15,453iApproximate average salary by contribution assumption: employee only about $386,314 at 4% or $257,543 at 6%; with 50% employer match about $257,543 at 4% or $171,695 at 6%; with 100% employer match about $193,157 at 4% or $128,771 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-9$764,800$139,073$15,453iApproximate average salary by contribution assumption: employee only about $386,314 at 4% or $257,543 at 6%; with 50% employer match about $257,543 at 4% or $171,695 at 6%; with 100% employer match about $193,157 at 4% or $128,771 at 6%.
201419$647,399$138,125$15,347iApproximate average salary by contribution assumption: employee only about $383,681 at 4% or $255,787 at 6%; with 50% employer match about $255,787 at 4% or $170,525 at 6%; with 100% employer match about $191,840 at 4% or $127,894 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-9$647,399$138,125$15,347iApproximate average salary by contribution assumption: employee only about $383,681 at 4% or $255,787 at 6%; with 50% employer match about $255,787 at 4% or $170,525 at 6%; with 100% employer match about $191,840 at 4% or $127,894 at 6%.
201318$531,147$136,372$17,047iApproximate average salary by contribution assumption: employee only about $426,163 at 4% or $284,108 at 6%; with 50% employer match about $284,108 at 4% or $189,406 at 6%; with 100% employer match about $213,081 at 4% or $142,054 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-8$531,147$136,372$17,047iApproximate average salary by contribution assumption: employee only about $426,163 at 4% or $284,108 at 6%; with 50% employer match about $284,108 at 4% or $189,406 at 6%; with 100% employer match about $213,081 at 4% or $142,054 at 6%.
201118$284,283$123,663$15,458iApproximate average salary by contribution assumption: employee only about $386,447 at 4% or $257,631 at 6%; with 50% employer match about $257,631 at 4% or $171,754 at 6%; with 100% employer match about $193,223 at 4% or $128,816 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-8$284,283$123,663$15,458iApproximate average salary by contribution assumption: employee only about $386,447 at 4% or $257,631 at 6%; with 50% employer match about $257,631 at 4% or $171,754 at 6%; with 100% employer match about $193,223 at 4% or $128,816 at 6%.
201017$179,415$51,465$7,352iApproximate average salary by contribution assumption: employee only about $183,804 at 4% or $122,536 at 6%; with 50% employer match about $122,536 at 4% or $81,690 at 6%; with 100% employer match about $91,902 at 4% or $61,268 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-7$179,415$51,465$7,352iApproximate average salary by contribution assumption: employee only about $183,804 at 4% or $122,536 at 6%; with 50% employer match about $122,536 at 4% or $81,690 at 6%; with 100% employer match about $91,902 at 4% or $61,268 at 6%.
200917$116,044$63,099$9,014iApproximate average salary by contribution assumption: employee only about $225,354 at 4% or $150,236 at 6%; with 50% employer match about $150,236 at 4% or $100,157 at 6%; with 100% employer match about $112,677 at 4% or $75,118 at 6%.
MILLS & SHANNON DMD PC 401(K) PLAN-7$116,044$63,099$9,014iApproximate average salary by contribution assumption: employee only about $225,354 at 4% or $150,236 at 6%; with 50% employer match about $150,236 at 4% or $100,157 at 6%; with 100% employer match about $112,677 at 4% or $75,118 at 6%.