Civic Intelligence

Eric R. Claussen, D.M.D., P.A.

Plan context: Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan

EIN 27-0340107 • Panama City, FL • 18 filings • 3 plans

2624 Jenks AvenuePanama City, FL 32405
Current Snapshot

Latest Year

2023

2023 Participants

18

2023 Assets

$3,041,527

2023 Contributions

$344,207

Historical Graphs

Total Assets Over Time

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

$3,041,527$1,520,764$0201520192023YearValue
$3,041,527Latest year 2023

Participants Over Time

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

20100201520192023YearValue
18Latest year 2023

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
2023218$3,041,527$344,207$19,123iApproximate average salary by contribution assumption: employee only about $478,065 at 4% or $318,710 at 6%; with 50% employer match about $318,710 at 4% or $212,473 at 6%; with 100% employer match about $239,033 at 4% or $159,355 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-18$1,753,805$250,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
Eric R. Claussen, D.M.D., P.A. 401K Plan-17$1,287,722$94,207$5,542iApproximate average salary by contribution assumption: employee only about $138,540 at 4% or $92,360 at 6%; with 50% employer match about $92,360 at 4% or $61,573 at 6%; with 100% employer match about $69,270 at 4% or $46,180 at 6%.
2022218$2,326,943$94,246$5,236iApproximate average salary by contribution assumption: employee only about $130,897 at 4% or $87,265 at 6%; with 50% employer match about $87,265 at 4% or $58,177 at 6%; with 100% employer match about $65,449 at 4% or $43,632 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-18$1,283,369$0-
Eric R. Claussen, D.M.D., P.A. 401K Plan-15$1,043,574$94,246$6,283iApproximate average salary by contribution assumption: employee only about $157,077 at 4% or $104,718 at 6%; with 50% employer match about $104,718 at 4% or $69,812 at 6%; with 100% employer match about $78,538 at 4% or $52,359 at 6%.
2021217$2,698,996$169,890$9,994iApproximate average salary by contribution assumption: employee only about $249,838 at 4% or $166,559 at 6%; with 50% employer match about $166,559 at 4% or $111,039 at 6%; with 100% employer match about $124,919 at 4% or $83,279 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-16$1,546,211$80,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Eric R. Claussen, D.M.D., P.A. 401K Plan-17$1,152,785$89,890$5,288iApproximate average salary by contribution assumption: employee only about $132,191 at 4% or $88,127 at 6%; with 50% employer match about $88,127 at 4% or $58,752 at 6%; with 100% employer match about $66,096 at 4% or $44,064 at 6%.
2020220$2,402,490$364,648$18,232iApproximate average salary by contribution assumption: employee only about $455,810 at 4% or $303,873 at 6%; with 50% employer match about $303,873 at 4% or $202,582 at 6%; with 100% employer match about $227,905 at 4% or $151,937 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-16$1,401,663$230,000$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
Eric R. Claussen, D.M.D., P.A. 401K Plan-20$1,000,827$134,648$6,732iApproximate average salary by contribution assumption: employee only about $168,310 at 4% or $112,207 at 6%; with 50% employer match about $112,207 at 4% or $74,804 at 6%; with 100% employer match about $84,155 at 4% or $56,103 at 6%.
2019220$1,737,382$337,497$16,875iApproximate average salary by contribution assumption: employee only about $421,871 at 4% or $281,248 at 6%; with 50% employer match about $281,248 at 4% or $187,498 at 6%; with 100% employer match about $210,936 at 4% or $140,624 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-15$950,013$232,836$15,522iApproximate average salary by contribution assumption: employee only about $388,060 at 4% or $258,707 at 6%; with 50% employer match about $258,707 at 4% or $172,471 at 6%; with 100% employer match about $194,030 at 4% or $129,353 at 6%.
Eric R. Claussen, D.M.D., P.A. 401K Plan-20$787,369$104,661$5,233iApproximate average salary by contribution assumption: employee only about $130,826 at 4% or $87,218 at 6%; with 50% employer match about $87,218 at 4% or $58,145 at 6%; with 100% employer match about $65,413 at 4% or $43,609 at 6%.
2018216$1,219,947$336,858$21,054iApproximate average salary by contribution assumption: employee only about $526,341 at 4% or $350,894 at 6%; with 50% employer match about $350,894 at 4% or $233,929 at 6%; with 100% employer match about $263,170 at 4% or $175,447 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-12$623,835$187,907$15,659iApproximate average salary by contribution assumption: employee only about $391,473 at 4% or $260,982 at 6%; with 50% employer match about $260,982 at 4% or $173,988 at 6%; with 100% employer match about $195,736 at 4% or $130,491 at 6%.
Eric R. Claussen, D.M.D., P.A. 401K Plan-16$596,112$148,951$9,309iApproximate average salary by contribution assumption: employee only about $232,736 at 4% or $155,157 at 6%; with 50% employer match about $155,157 at 4% or $103,438 at 6%; with 100% employer match about $116,368 at 4% or $77,579 at 6%.
2017213$977,909$321,450$24,727iApproximate average salary by contribution assumption: employee only about $618,173 at 4% or $412,115 at 6%; with 50% employer match about $412,115 at 4% or $274,744 at 6%; with 100% employer match about $309,087 at 4% or $206,058 at 6%.
Eric R. Claussen, D.M.D., P.A. 401K Plan-13$513,016$151,172$11,629iApproximate average salary by contribution assumption: employee only about $290,715 at 4% or $193,810 at 6%; with 50% employer match about $193,810 at 4% or $129,207 at 6%; with 100% employer match about $145,358 at 4% or $96,905 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-10$464,893$170,278$17,028iApproximate average salary by contribution assumption: employee only about $425,695 at 4% or $283,797 at 6%; with 50% employer match about $283,797 at 4% or $189,198 at 6%; with 100% employer match about $212,848 at 4% or $141,898 at 6%.
2016212$599,938$322,350$26,863iApproximate average salary by contribution assumption: employee only about $671,563 at 4% or $447,708 at 6%; with 50% employer match about $447,708 at 4% or $298,472 at 6%; with 100% employer match about $335,781 at 4% or $223,854 at 6%.
Eric R. Claussen, D.M.D., P.A. 401K Plan-12$326,039$192,341$16,028iApproximate average salary by contribution assumption: employee only about $400,710 at 4% or $267,140 at 6%; with 50% employer match about $267,140 at 4% or $178,094 at 6%; with 100% employer match about $200,355 at 4% or $133,570 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-10$273,899$130,009$13,001iApproximate average salary by contribution assumption: employee only about $325,023 at 4% or $216,682 at 6%; with 50% employer match about $216,682 at 4% or $144,454 at 6%; with 100% employer match about $162,511 at 4% or $108,341 at 6%.
2015211$273,807$274,157$24,923iApproximate average salary by contribution assumption: employee only about $623,084 at 4% or $415,389 at 6%; with 50% employer match about $415,389 at 4% or $276,926 at 6%; with 100% employer match about $311,542 at 4% or $207,695 at 6%.
Eric R. Claussen, D.M.D., P.A. Cash Balance Pension Plan-8$138,946$138,946$17,368iApproximate average salary by contribution assumption: employee only about $434,206 at 4% or $289,471 at 6%; with 50% employer match about $289,471 at 4% or $192,981 at 6%; with 100% employer match about $217,103 at 4% or $144,735 at 6%.
Eric R. Claussen, D.M.D., P.A. 401K Plan-11$134,861$135,211$12,292iApproximate average salary by contribution assumption: employee only about $307,298 at 4% or $204,865 at 6%; with 50% employer match about $204,865 at 4% or $136,577 at 6%; with 100% employer match about $153,649 at 4% or $102,433 at 6%.
Eric R. Claussen, D.M.D., P.A. | EIN 27-0340107 | 2023 Form 5500 Company Profile