Civic Intelligence

Marion Dental Group PLLC

Plan context: Marion Dental Group Retirement Plan & Trust

EIN 27-0728558 • Ocala, FL • 17 filings • 2 plans

9277 S.e. Maricamp Rd.Ocala, FL 34472
Current Snapshot

Latest Year

2025

2025 Participants

52

2025 Assets

$2,352,481

2025 Contributions

$297,463

Historical Graphs

Total Assets Over Time

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

$5,798,932$2,899,466$0201520202024YearValue
$2,352,481Latest year 2024

Participants Over Time

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

52260201520202024YearValue
52Latest 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
202510$0$0-
Marion Dental Group Retirement Plan & Trust-0$0$0-
2024152$2,352,481$297,463$5,720iApproximate average salary by contribution assumption: employee only about $143,011 at 4% or $95,341 at 6%; with 50% employer match about $95,341 at 4% or $63,560 at 6%; with 100% employer match about $71,506 at 4% or $47,670 at 6%.
Marion Dental Group Retirement Plan & Trust-52$2,352,481$297,463$5,720iApproximate average salary by contribution assumption: employee only about $143,011 at 4% or $95,341 at 6%; with 50% employer match about $95,341 at 4% or $63,560 at 6%; with 100% employer match about $71,506 at 4% or $47,670 at 6%.
2023148$3,267,400$361,471$7,531iApproximate average salary by contribution assumption: employee only about $188,266 at 4% or $125,511 at 6%; with 50% employer match about $125,511 at 4% or $83,674 at 6%; with 100% employer match about $94,133 at 4% or $62,755 at 6%.
Marion Dental Group Retirement Plan & Trust-48$3,267,400$361,471$7,531iApproximate average salary by contribution assumption: employee only about $188,266 at 4% or $125,511 at 6%; with 50% employer match about $125,511 at 4% or $83,674 at 6%; with 100% employer match about $94,133 at 4% or $62,755 at 6%.
2022141$3,146,135$377,838$9,216iApproximate average salary by contribution assumption: employee only about $230,389 at 4% or $153,593 at 6%; with 50% employer match about $153,593 at 4% or $102,395 at 6%; with 100% employer match about $115,195 at 4% or $76,796 at 6%.
Marion Dental Group Retirement Plan & Trust-41$3,146,135$377,838$9,216iApproximate average salary by contribution assumption: employee only about $230,389 at 4% or $153,593 at 6%; with 50% employer match about $153,593 at 4% or $102,395 at 6%; with 100% employer match about $115,195 at 4% or $76,796 at 6%.
2021138$3,272,334$292,264$7,691iApproximate average salary by contribution assumption: employee only about $192,279 at 4% or $128,186 at 6%; with 50% employer match about $128,186 at 4% or $85,457 at 6%; with 100% employer match about $96,139 at 4% or $64,093 at 6%.
Marion Dental Group Retirement Plan & Trust-38$3,272,334$292,264$7,691iApproximate average salary by contribution assumption: employee only about $192,279 at 4% or $128,186 at 6%; with 50% employer match about $128,186 at 4% or $85,457 at 6%; with 100% employer match about $96,139 at 4% or $64,093 at 6%.
2020241$3,491,953$561,514$13,695iApproximate average salary by contribution assumption: employee only about $342,387 at 4% or $228,258 at 6%; with 50% employer match about $228,258 at 4% or $152,172 at 6%; with 100% employer match about $171,193 at 4% or $114,129 at 6%.
Marion Dental Group Retirement Plan & Trust-41$3,491,953$561,514$13,695iApproximate average salary by contribution assumption: employee only about $342,387 at 4% or $228,258 at 6%; with 50% employer match about $228,258 at 4% or $152,172 at 6%; with 100% employer match about $171,193 at 4% or $114,129 at 6%.
MARION DENTAL GROUP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-0$0$0-
2019236$5,798,932$560,989$15,583iApproximate average salary by contribution assumption: employee only about $389,576 at 4% or $259,717 at 6%; with 50% employer match about $259,717 at 4% or $173,145 at 6%; with 100% employer match about $194,788 at 4% or $129,859 at 6%.
Marion Dental Group Retirement Plan & Trust-36$3,997,120$357,050$9,918iApproximate average salary by contribution assumption: employee only about $247,951 at 4% or $165,301 at 6%; with 50% employer match about $165,301 at 4% or $110,201 at 6%; with 100% employer match about $123,976 at 4% or $82,650 at 6%.
MARION DENTAL GROUP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-18$1,801,812$203,939$11,330iApproximate average salary by contribution assumption: employee only about $283,249 at 4% or $188,832 at 6%; with 50% employer match about $188,832 at 4% or $125,888 at 6%; with 100% employer match about $141,624 at 4% or $94,416 at 6%.
2018238$4,862,981$760,680$20,018iApproximate average salary by contribution assumption: employee only about $500,447 at 4% or $333,632 at 6%; with 50% employer match about $333,632 at 4% or $222,421 at 6%; with 100% employer match about $250,224 at 4% or $166,816 at 6%.
Marion Dental Group Retirement Plan & Trust-38$3,445,877$356,154$9,372iApproximate average salary by contribution assumption: employee only about $234,312 at 4% or $156,208 at 6%; with 50% employer match about $156,208 at 4% or $104,139 at 6%; with 100% employer match about $117,156 at 4% or $78,104 at 6%.
MARION DENTAL GROUP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-15$1,417,104$404,526$26,968iApproximate average salary by contribution assumption: employee only about $674,210 at 4% or $449,473 at 6%; with 50% employer match about $449,473 at 4% or $299,649 at 6%; with 100% employer match about $337,105 at 4% or $224,737 at 6%.
2017229$4,904,725$708,690$24,438iApproximate average salary by contribution assumption: employee only about $610,940 at 4% or $407,293 at 6%; with 50% employer match about $407,293 at 4% or $271,529 at 6%; with 100% employer match about $305,470 at 4% or $203,647 at 6%.
Marion Dental Group Retirement Plan & Trust-29$3,571,534$327,255$11,285iApproximate average salary by contribution assumption: employee only about $282,116 at 4% or $188,078 at 6%; with 50% employer match about $188,078 at 4% or $125,385 at 6%; with 100% employer match about $141,058 at 4% or $94,039 at 6%.
MARION DENTAL GROUP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-19$1,333,191$381,435$20,076iApproximate average salary by contribution assumption: employee only about $501,888 at 4% or $334,592 at 6%; with 50% employer match about $334,592 at 4% or $223,061 at 6%; with 100% employer match about $250,944 at 4% or $167,296 at 6%.
2016224$5,631,735$828,948$34,540iApproximate average salary by contribution assumption: employee only about $863,488 at 4% or $575,658 at 6%; with 50% employer match about $575,658 at 4% or $383,772 at 6%; with 100% employer match about $431,744 at 4% or $287,829 at 6%.
Marion Dental Group Retirement Plan & Trust-24$4,734,764$335,305$13,971iApproximate average salary by contribution assumption: employee only about $349,276 at 4% or $232,851 at 6%; with 50% employer match about $232,851 at 4% or $155,234 at 6%; with 100% employer match about $174,638 at 4% or $116,425 at 6%.
MARION DENTAL GROUP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-18$896,971$493,643$27,425iApproximate average salary by contribution assumption: employee only about $685,615 at 4% or $457,077 at 6%; with 50% employer match about $457,077 at 4% or $304,718 at 6%; with 100% employer match about $342,808 at 4% or $228,538 at 6%.
2015222$5,023,333$677,356$30,789iApproximate average salary by contribution assumption: employee only about $769,723 at 4% or $513,148 at 6%; with 50% employer match about $513,148 at 4% or $342,099 at 6%; with 100% employer match about $384,861 at 4% or $256,574 at 6%.
Marion Dental Group Retirement Plan & Trust-22$4,627,586$281,609$12,800iApproximate average salary by contribution assumption: employee only about $320,010 at 4% or $213,340 at 6%; with 50% employer match about $213,340 at 4% or $142,227 at 6%; with 100% employer match about $160,005 at 4% or $106,670 at 6%.
MARION DENTAL GROUP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-18$395,747$395,747$21,986iApproximate average salary by contribution assumption: employee only about $549,649 at 4% or $366,432 at 6%; with 50% employer match about $366,432 at 4% or $244,288 at 6%; with 100% employer match about $274,824 at 4% or $183,216 at 6%.