Dunkling and Penney Dentistry Partnership
Plan context: Dunkling and Penney Dentistry Partnership Retirement Plan & Trust
EIN 26-2697843 • Jericho, VT • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$2,563,460
2025 Contributions
$147,476
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 21 | $2,563,460 | $147,476 | $7,023iApproximate average salary by contribution assumption: employee only about $175,567 at 4% or $117,044 at 6%; with 50% employer match about $117,044 at 4% or $78,030 at 6%; with 100% employer match about $87,783 at 4% or $58,522 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 21 | $2,563,460 | $147,476 | $7,023iApproximate average salary by contribution assumption: employee only about $175,567 at 4% or $117,044 at 6%; with 50% employer match about $117,044 at 4% or $78,030 at 6%; with 100% employer match about $87,783 at 4% or $58,522 at 6%. |
| 2024 | 1 | 23 | $2,331,302 | $166,422 | $7,236iApproximate average salary by contribution assumption: employee only about $180,893 at 4% or $120,596 at 6%; with 50% employer match about $120,596 at 4% or $80,397 at 6%; with 100% employer match about $90,447 at 4% or $60,298 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 23 | $2,331,302 | $166,422 | $7,236iApproximate average salary by contribution assumption: employee only about $180,893 at 4% or $120,596 at 6%; with 50% employer match about $120,596 at 4% or $80,397 at 6%; with 100% employer match about $90,447 at 4% or $60,298 at 6%. |
| 2023 | 1 | 22 | $1,994,171 | $161,600 | $7,345iApproximate average salary by contribution assumption: employee only about $183,636 at 4% or $122,424 at 6%; with 50% employer match about $122,424 at 4% or $81,616 at 6%; with 100% employer match about $91,818 at 4% or $61,212 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 22 | $1,994,171 | $161,600 | $7,345iApproximate average salary by contribution assumption: employee only about $183,636 at 4% or $122,424 at 6%; with 50% employer match about $122,424 at 4% or $81,616 at 6%; with 100% employer match about $91,818 at 4% or $61,212 at 6%. |
| 2022 | 1 | 19 | $1,571,652 | $229,917 | $12,101iApproximate average salary by contribution assumption: employee only about $302,522 at 4% or $201,682 at 6%; with 50% employer match about $201,682 at 4% or $134,454 at 6%; with 100% employer match about $151,261 at 4% or $100,841 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 19 | $1,571,652 | $229,917 | $12,101iApproximate average salary by contribution assumption: employee only about $302,522 at 4% or $201,682 at 6%; with 50% employer match about $201,682 at 4% or $134,454 at 6%; with 100% employer match about $151,261 at 4% or $100,841 at 6%. |
| 2021 | 1 | 19 | $1,961,112 | $231,882 | $12,204iApproximate average salary by contribution assumption: employee only about $305,108 at 4% or $203,405 at 6%; with 50% employer match about $203,405 at 4% or $135,604 at 6%; with 100% employer match about $152,554 at 4% or $101,703 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 19 | $1,961,112 | $231,882 | $12,204iApproximate average salary by contribution assumption: employee only about $305,108 at 4% or $203,405 at 6%; with 50% employer match about $203,405 at 4% or $135,604 at 6%; with 100% employer match about $152,554 at 4% or $101,703 at 6%. |
| 2020 | 1 | 17 | $1,505,681 | $173,205 | $10,189iApproximate average salary by contribution assumption: employee only about $254,713 at 4% or $169,809 at 6%; with 50% employer match about $169,809 at 4% or $113,206 at 6%; with 100% employer match about $127,357 at 4% or $84,904 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 17 | $1,505,681 | $173,205 | $10,189iApproximate average salary by contribution assumption: employee only about $254,713 at 4% or $169,809 at 6%; with 50% employer match about $169,809 at 4% or $113,206 at 6%; with 100% employer match about $127,357 at 4% or $84,904 at 6%. |
| 2019 | 1 | 16 | $1,123,086 | $168,472 | $10,530iApproximate average salary by contribution assumption: employee only about $263,238 at 4% or $175,492 at 6%; with 50% employer match about $175,492 at 4% or $116,994 at 6%; with 100% employer match about $131,619 at 4% or $87,746 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 16 | $1,123,086 | $168,472 | $10,530iApproximate average salary by contribution assumption: employee only about $263,238 at 4% or $175,492 at 6%; with 50% employer match about $175,492 at 4% or $116,994 at 6%; with 100% employer match about $131,619 at 4% or $87,746 at 6%. |
| 2018 | 1 | 14 | $939,647 | $171,315 | $12,237iApproximate average salary by contribution assumption: employee only about $305,920 at 4% or $203,946 at 6%; with 50% employer match about $203,946 at 4% or $135,964 at 6%; with 100% employer match about $152,960 at 4% or $101,973 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 14 | $939,647 | $171,315 | $12,237iApproximate average salary by contribution assumption: employee only about $305,920 at 4% or $203,946 at 6%; with 50% employer match about $203,946 at 4% or $135,964 at 6%; with 100% employer match about $152,960 at 4% or $101,973 at 6%. |
| 2017 | 1 | 13 | $1,531,674 | $168,782 | $12,983iApproximate average salary by contribution assumption: employee only about $324,581 at 4% or $216,387 at 6%; with 50% employer match about $216,387 at 4% or $144,258 at 6%; with 100% employer match about $162,290 at 4% or $108,194 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 13 | $1,531,674 | $168,782 | $12,983iApproximate average salary by contribution assumption: employee only about $324,581 at 4% or $216,387 at 6%; with 50% employer match about $216,387 at 4% or $144,258 at 6%; with 100% employer match about $162,290 at 4% or $108,194 at 6%. |
| 2016 | 1 | 13 | $1,303,811 | $177,507 | $13,654iApproximate average salary by contribution assumption: employee only about $341,360 at 4% or $227,573 at 6%; with 50% employer match about $227,573 at 4% or $151,715 at 6%; with 100% employer match about $170,680 at 4% or $113,787 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 13 | $1,303,811 | $177,507 | $13,654iApproximate average salary by contribution assumption: employee only about $341,360 at 4% or $227,573 at 6%; with 50% employer match about $227,573 at 4% or $151,715 at 6%; with 100% employer match about $170,680 at 4% or $113,787 at 6%. |
| 2015 | 1 | 14 | $2,118,696 | $179,978 | $12,856iApproximate average salary by contribution assumption: employee only about $321,389 at 4% or $214,260 at 6%; with 50% employer match about $214,260 at 4% or $142,840 at 6%; with 100% employer match about $160,695 at 4% or $107,130 at 6%. |
| Dunkling and Penney Dentistry Partnership Retirement Plan & Trust | - | 14 | $2,118,696 | $179,978 | $12,856iApproximate average salary by contribution assumption: employee only about $321,389 at 4% or $214,260 at 6%; with 50% employer match about $214,260 at 4% or $142,840 at 6%; with 100% employer match about $160,695 at 4% or $107,130 at 6%. |