Civic Intelligence

Dawn S. Wallace, DDS, PLLC

Plan context: Dawn S. Wallace, Dds PLLC 401K Plan

EIN 26-2121227 • Mooresville, NC • 24 filings • 2 plans

491 Williamson Road, Suite 205Mooresville, NC 28117
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$2,097,052

2021 Contributions

$149,830

Historical Graphs

Total Assets Over Time

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

$2,097,052$1,048,526$0200920152020YearValue
$2,097,052Latest year 2020

Participants Over Time

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

950200920152020YearValue
8Latest year 2020

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
202120$0$149,830-
Dawn S. Wallace, Dds PLLC 401K Plan-0$0$77,830-
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-0$0$72,000-
202028$2,097,052$121,978$15,247iApproximate average salary by contribution assumption: employee only about $381,181 at 4% or $254,121 at 6%; with 50% employer match about $254,121 at 4% or $169,414 at 6%; with 100% employer match about $190,591 at 4% or $127,060 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-8$1,048,952$66,978$8,372iApproximate average salary by contribution assumption: employee only about $209,306 at 4% or $139,538 at 6%; with 50% employer match about $139,538 at 4% or $93,025 at 6%; with 100% employer match about $104,653 at 4% or $69,769 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-8$1,048,100$55,000$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
201927$1,748,739$208,911$29,844iApproximate average salary by contribution assumption: employee only about $746,111 at 4% or $497,407 at 6%; with 50% employer match about $497,407 at 4% or $331,605 at 6%; with 100% employer match about $373,055 at 4% or $248,704 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-7$880,847$148,346$21,192iApproximate average salary by contribution assumption: employee only about $529,807 at 4% or $353,205 at 6%; with 50% employer match about $353,205 at 4% or $235,470 at 6%; with 100% employer match about $264,904 at 4% or $176,602 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-7$867,892$60,565$8,652iApproximate average salary by contribution assumption: employee only about $216,304 at 4% or $144,202 at 6%; with 50% employer match about $144,202 at 4% or $96,135 at 6%; with 100% employer match about $108,152 at 4% or $72,101 at 6%.
201827$1,318,319$106,543$15,220iApproximate average salary by contribution assumption: employee only about $380,511 at 4% or $253,674 at 6%; with 50% employer match about $253,674 at 4% or $169,116 at 6%; with 100% employer match about $190,255 at 4% or $126,837 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-7$684,534$55,449$7,921iApproximate average salary by contribution assumption: employee only about $198,032 at 4% or $132,021 at 6%; with 50% employer match about $132,021 at 4% or $88,014 at 6%; with 100% employer match about $99,016 at 4% or $66,011 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-7$633,785$51,094$7,299iApproximate average salary by contribution assumption: employee only about $182,479 at 4% or $121,652 at 6%; with 50% employer match about $121,652 at 4% or $81,102 at 6%; with 100% employer match about $91,239 at 4% or $60,826 at 6%.
201728$1,314,875$84,578$10,572iApproximate average salary by contribution assumption: employee only about $264,306 at 4% or $176,204 at 6%; with 50% employer match about $176,204 at 4% or $117,469 at 6%; with 100% employer match about $132,153 at 4% or $88,102 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-8$703,760$51,578$6,447iApproximate average salary by contribution assumption: employee only about $161,181 at 4% or $107,454 at 6%; with 50% employer match about $107,454 at 4% or $71,636 at 6%; with 100% employer match about $80,591 at 4% or $53,727 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-8$611,115$33,000$4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,563 at 4% or $34,375 at 6%.
201629$1,104,135$148,358$16,484iApproximate average salary by contribution assumption: employee only about $412,106 at 4% or $274,737 at 6%; with 50% employer match about $274,737 at 4% or $183,158 at 6%; with 100% employer match about $206,053 at 4% or $137,369 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-9$578,809$52,358$5,818iApproximate average salary by contribution assumption: employee only about $145,439 at 4% or $96,959 at 6%; with 50% employer match about $96,959 at 4% or $64,640 at 6%; with 100% employer match about $72,719 at 4% or $48,480 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-9$525,326$96,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
201527$914,882$125,163$17,880iApproximate average salary by contribution assumption: employee only about $447,011 at 4% or $298,007 at 6%; with 50% employer match about $298,007 at 4% or $198,671 at 6%; with 100% employer match about $223,505 at 4% or $149,004 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-7$511,437$49,163$7,023iApproximate average salary by contribution assumption: employee only about $175,582 at 4% or $117,055 at 6%; with 50% employer match about $117,055 at 4% or $78,037 at 6%; with 100% employer match about $87,791 at 4% or $58,527 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-5$403,445$76,000$15,200iApproximate average salary by contribution assumption: employee only about $380,000 at 4% or $253,333 at 6%; with 50% employer match about $253,333 at 4% or $168,889 at 6%; with 100% employer match about $190,000 at 4% or $126,667 at 6%.
201425$804,643$139,027$27,805iApproximate average salary by contribution assumption: employee only about $695,135 at 4% or $463,423 at 6%; with 50% employer match about $463,423 at 4% or $308,949 at 6%; with 100% employer match about $347,568 at 4% or $231,712 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-5$470,074$49,027$9,805iApproximate average salary by contribution assumption: employee only about $245,135 at 4% or $163,423 at 6%; with 50% employer match about $163,423 at 4% or $108,949 at 6%; with 100% employer match about $122,568 at 4% or $81,712 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-5$334,569$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201325$641,463$138,490$27,698iApproximate average salary by contribution assumption: employee only about $692,450 at 4% or $461,633 at 6%; with 50% employer match about $461,633 at 4% or $307,756 at 6%; with 100% employer match about $346,225 at 4% or $230,817 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-5$406,832$47,723$9,545iApproximate average salary by contribution assumption: employee only about $238,615 at 4% or $159,077 at 6%; with 50% employer match about $159,077 at 4% or $106,051 at 6%; with 100% employer match about $119,308 at 4% or $79,538 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-5$234,631$90,767$18,153iApproximate average salary by contribution assumption: employee only about $453,835 at 4% or $302,557 at 6%; with 50% employer match about $302,557 at 4% or $201,704 at 6%; with 100% employer match about $226,918 at 4% or $151,278 at 6%.
201226$481,358$115,245$19,208iApproximate average salary by contribution assumption: employee only about $480,188 at 4% or $320,125 at 6%; with 50% employer match about $320,125 at 4% or $213,417 at 6%; with 100% employer match about $240,094 at 4% or $160,063 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-6$344,860$43,945$7,324iApproximate average salary by contribution assumption: employee only about $183,104 at 4% or $122,069 at 6%; with 50% employer match about $122,069 at 4% or $81,380 at 6%; with 100% employer match about $91,552 at 4% or $61,035 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-6$136,498$71,300$11,883iApproximate average salary by contribution assumption: employee only about $297,083 at 4% or $198,056 at 6%; with 50% employer match about $198,056 at 4% or $132,037 at 6%; with 100% employer match about $148,542 at 4% or $99,028 at 6%.
201127$329,796$118,034$16,862iApproximate average salary by contribution assumption: employee only about $421,550 at 4% or $281,033 at 6%; with 50% employer match about $281,033 at 4% or $187,356 at 6%; with 100% employer match about $210,775 at 4% or $140,517 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-6$272,571$61,534$10,256iApproximate average salary by contribution assumption: employee only about $256,392 at 4% or $170,928 at 6%; with 50% employer match about $170,928 at 4% or $113,952 at 6%; with 100% employer match about $128,196 at 4% or $85,464 at 6%.
Dawn S. Wallace, Dds PLLC Cash Balance Pension Plan-7$57,225$56,500$8,071iApproximate average salary by contribution assumption: employee only about $201,786 at 4% or $134,524 at 6%; with 50% employer match about $134,524 at 4% or $89,683 at 6%; with 100% employer match about $100,893 at 4% or $67,262 at 6%.
201014$212,223$64,167$16,042iApproximate average salary by contribution assumption: employee only about $401,044 at 4% or $267,363 at 6%; with 50% employer match about $267,363 at 4% or $178,242 at 6%; with 100% employer match about $200,522 at 4% or $133,681 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-4$212,223$64,167$16,042iApproximate average salary by contribution assumption: employee only about $401,044 at 4% or $267,363 at 6%; with 50% employer match about $267,363 at 4% or $178,242 at 6%; with 100% employer match about $200,522 at 4% or $133,681 at 6%.
200911$138,882$134,492$134,492iApproximate average salary by contribution assumption: employee only about $3,362,300 at 4% or $2,241,533 at 6%; with 50% employer match about $2,241,533 at 4% or $1,494,356 at 6%; with 100% employer match about $1,681,150 at 4% or $1,120,767 at 6%.
Dawn S. Wallace, Dds PLLC 401K Plan-1$138,882$134,492$134,492iApproximate average salary by contribution assumption: employee only about $3,362,300 at 4% or $2,241,533 at 6%; with 50% employer match about $2,241,533 at 4% or $1,494,356 at 6%; with 100% employer match about $1,681,150 at 4% or $1,120,767 at 6%.