Civic Intelligence

Lisa Ameer Marx, P.A.

Plan context: Palm Beach Children'S Dentistry Retirement Plan & Trust

EIN 26-4702415 • Royal Palm Beach, FL • 22 filings • 3 plans

420 South State Rd. 7Suite 140Royal Palm Beach, FL 33414
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,172,936

2024 Contributions

$223,313

Historical Graphs

Total Assets Over Time

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

$2,172,936$1,086,468$0201120182024YearValue
$2,172,936Latest year 2024

Participants Over Time

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

1370201120182024YearValue
13Latest 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
2024213$2,172,936$223,313$17,178iApproximate average salary by contribution assumption: employee only about $429,448 at 4% or $286,299 at 6%; with 50% employer match about $286,299 at 4% or $190,866 at 6%; with 100% employer match about $214,724 at 4% or $143,149 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-13$1,250,334$103,313$7,947iApproximate average salary by contribution assumption: employee only about $198,679 at 4% or $132,453 at 6%; with 50% employer match about $132,453 at 4% or $88,302 at 6%; with 100% employer match about $99,339 at 4% or $66,226 at 6%.
PALM BEACH CHILDREN'S DENTISTRY CASH BALANCE PLAN & TRUST-9$922,602$120,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
2023210$1,775,169$176,921$17,692iApproximate average salary by contribution assumption: employee only about $442,302 at 4% or $294,868 at 6%; with 50% employer match about $294,868 at 4% or $196,579 at 6%; with 100% employer match about $221,151 at 4% or $147,434 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-10$1,045,445$92,921$9,292iApproximate average salary by contribution assumption: employee only about $232,303 at 4% or $154,868 at 6%; with 50% employer match about $154,868 at 4% or $103,246 at 6%; with 100% employer match about $116,151 at 4% or $77,434 at 6%.
PALM BEACH CHILDRENS DENTISTRY CASH BALANCE PLAN & TRUST-9$729,724$84,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
2022211$1,355,615$155,116$14,101iApproximate average salary by contribution assumption: employee only about $352,536 at 4% or $235,024 at 6%; with 50% employer match about $235,024 at 4% or $156,683 at 6%; with 100% employer match about $176,268 at 4% or $117,512 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-11$810,206$81,102$7,373iApproximate average salary by contribution assumption: employee only about $184,323 at 4% or $122,882 at 6%; with 50% employer match about $122,882 at 4% or $81,921 at 6%; with 100% employer match about $92,161 at 4% or $61,441 at 6%.
PALM BEACH CHILDRENS DENTISTRY CASH BALANCE PLAN & TRUST-8$545,409$74,014$9,252iApproximate average salary by contribution assumption: employee only about $231,294 at 4% or $154,196 at 6%; with 50% employer match about $154,196 at 4% or $102,797 at 6%; with 100% employer match about $115,647 at 4% or $77,098 at 6%.
202128$1,412,912$180,070$22,509iApproximate average salary by contribution assumption: employee only about $562,719 at 4% or $375,146 at 6%; with 50% employer match about $375,146 at 4% or $250,097 at 6%; with 100% employer match about $281,359 at 4% or $187,573 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-8$858,498$71,511$8,939iApproximate average salary by contribution assumption: employee only about $223,472 at 4% or $148,981 at 6%; with 50% employer match about $148,981 at 4% or $99,321 at 6%; with 100% employer match about $111,736 at 4% or $74,491 at 6%.
PALM BEACH CHILDRENS DENTISTRY CASH BALANCE PLAN & TRUST-7$554,414$108,559$15,508iApproximate average salary by contribution assumption: employee only about $387,711 at 4% or $258,474 at 6%; with 50% employer match about $258,474 at 4% or $172,316 at 6%; with 100% employer match about $193,855 at 4% or $129,237 at 6%.
202029$1,067,266$165,423$18,380iApproximate average salary by contribution assumption: employee only about $459,508 at 4% or $306,339 at 6%; with 50% employer match about $306,339 at 4% or $204,226 at 6%; with 100% employer match about $229,754 at 4% or $153,169 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-9$688,052$82,750$9,194iApproximate average salary by contribution assumption: employee only about $229,861 at 4% or $153,241 at 6%; with 50% employer match about $153,241 at 4% or $102,160 at 6%; with 100% employer match about $114,931 at 4% or $76,620 at 6%.
PALM BEACH CHILDRENS DENTISTRY CASH BALANCE PLAN & TRUST-8$379,214$82,673$10,334iApproximate average salary by contribution assumption: employee only about $258,353 at 4% or $172,235 at 6%; with 50% employer match about $172,235 at 4% or $114,824 at 6%; with 100% employer match about $129,177 at 4% or $86,118 at 6%.
201929$807,421$159,481$17,720iApproximate average salary by contribution assumption: employee only about $443,003 at 4% or $295,335 at 6%; with 50% employer match about $295,335 at 4% or $196,890 at 6%; with 100% employer match about $221,501 at 4% or $147,668 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-9$550,818$78,222$8,691iApproximate average salary by contribution assumption: employee only about $217,283 at 4% or $144,856 at 6%; with 50% employer match about $144,856 at 4% or $96,570 at 6%; with 100% employer match about $108,642 at 4% or $72,428 at 6%.
PALM BEACH CHILDRENS DENTISTRY CASH BALANCE PLAN & TRUST-7$256,603$81,259$11,608iApproximate average salary by contribution assumption: employee only about $290,211 at 4% or $193,474 at 6%; with 50% employer match about $193,474 at 4% or $128,983 at 6%; with 100% employer match about $145,105 at 4% or $96,737 at 6%.
201828$554,943$143,458$17,932iApproximate average salary by contribution assumption: employee only about $448,306 at 4% or $298,871 at 6%; with 50% employer match about $298,871 at 4% or $199,247 at 6%; with 100% employer match about $224,153 at 4% or $149,435 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-8$406,950$64,352$8,044iApproximate average salary by contribution assumption: employee only about $201,100 at 4% or $134,067 at 6%; with 50% employer match about $134,067 at 4% or $89,378 at 6%; with 100% employer match about $100,550 at 4% or $67,033 at 6%.
PALM BEACH CHILDRENS DENTISTRY CASH BALANCE PLAN & TRUST-6$147,993$79,106$13,184iApproximate average salary by contribution assumption: employee only about $329,608 at 4% or $219,739 at 6%; with 50% employer match about $219,739 at 4% or $146,493 at 6%; with 100% employer match about $164,804 at 4% or $109,869 at 6%.
2017210$461,810$150,400$15,040iApproximate average salary by contribution assumption: employee only about $376,000 at 4% or $250,667 at 6%; with 50% employer match about $250,667 at 4% or $167,111 at 6%; with 100% employer match about $188,000 at 4% or $125,333 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-10$384,989$73,579$7,358iApproximate average salary by contribution assumption: employee only about $183,948 at 4% or $122,632 at 6%; with 50% employer match about $122,632 at 4% or $81,754 at 6%; with 100% employer match about $91,974 at 4% or $61,316 at 6%.
PALM BEACH CHILDRENS DENTISTRY CASH BALANCE PLAN & TRUST-7$76,821$76,821$10,974iApproximate average salary by contribution assumption: employee only about $274,361 at 4% or $182,907 at 6%; with 50% employer match about $182,907 at 4% or $121,938 at 6%; with 100% employer match about $137,180 at 4% or $91,454 at 6%.
201618$288,505$59,021$7,378iApproximate average salary by contribution assumption: employee only about $184,441 at 4% or $122,960 at 6%; with 50% employer match about $122,960 at 4% or $81,974 at 6%; with 100% employer match about $92,220 at 4% or $61,480 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-8$288,505$59,021$7,378iApproximate average salary by contribution assumption: employee only about $184,441 at 4% or $122,960 at 6%; with 50% employer match about $122,960 at 4% or $81,974 at 6%; with 100% employer match about $92,220 at 4% or $61,480 at 6%.
201510$216,382$61,171-
Palm Beach Children'S Dentistry Retirement Plan & Trust-0$216,382$61,171-
201417$162,898$59,689$8,527iApproximate average salary by contribution assumption: employee only about $213,175 at 4% or $142,117 at 6%; with 50% employer match about $142,117 at 4% or $94,744 at 6%; with 100% employer match about $106,588 at 4% or $71,058 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-7$162,898$59,689$8,527iApproximate average salary by contribution assumption: employee only about $213,175 at 4% or $142,117 at 6%; with 50% employer match about $142,117 at 4% or $94,744 at 6%; with 100% employer match about $106,588 at 4% or $71,058 at 6%.
201314$99,677$56,934$14,234iApproximate average salary by contribution assumption: employee only about $355,838 at 4% or $237,225 at 6%; with 50% employer match about $237,225 at 4% or $158,150 at 6%; with 100% employer match about $177,919 at 4% or $118,613 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-4$99,677$56,934$14,234iApproximate average salary by contribution assumption: employee only about $355,838 at 4% or $237,225 at 6%; with 50% employer match about $237,225 at 4% or $158,150 at 6%; with 100% employer match about $177,919 at 4% or $118,613 at 6%.
201217$38,793$17,591$2,513iApproximate average salary by contribution assumption: employee only about $62,825 at 4% or $41,883 at 6%; with 50% employer match about $41,883 at 4% or $27,922 at 6%; with 100% employer match about $31,413 at 4% or $20,942 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-7$38,793$17,591$2,513iApproximate average salary by contribution assumption: employee only about $62,825 at 4% or $41,883 at 6%; with 50% employer match about $41,883 at 4% or $27,922 at 6%; with 100% employer match about $31,413 at 4% or $20,942 at 6%.
201114$18,892$19,205$4,801iApproximate average salary by contribution assumption: employee only about $120,031 at 4% or $80,021 at 6%; with 50% employer match about $80,021 at 4% or $53,347 at 6%; with 100% employer match about $60,016 at 4% or $40,010 at 6%.
Palm Beach Children'S Dentistry Retirement Plan & Trust-4$18,892$19,205$4,801iApproximate average salary by contribution assumption: employee only about $120,031 at 4% or $80,021 at 6%; with 50% employer match about $80,021 at 4% or $53,347 at 6%; with 100% employer match about $60,016 at 4% or $40,010 at 6%.