Civic Intelligence

William G Allen PLLC

Plan context: Discovery Smiles Dentistry Retirement Plan and Tru

EIN 27-2846777 • Tucson, AZ • 14 filings • 1 plans

150 S Houghton Rd Ste 100Tucson, AZ 85748
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,220,433

2024 Contributions

$98,253

Historical Graphs

Total Assets Over Time

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

$1,220,433$610,217$0201120182024YearValue
$1,220,433Latest year 2024

Participants Over Time

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

950201120182024YearValue
9Latest 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
202419$1,220,433$98,253$10,917iApproximate average salary by contribution assumption: employee only about $272,925 at 4% or $181,950 at 6%; with 50% employer match about $181,950 at 4% or $121,300 at 6%; with 100% employer match about $136,463 at 4% or $90,975 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-9$1,220,433$98,253$10,917iApproximate average salary by contribution assumption: employee only about $272,925 at 4% or $181,950 at 6%; with 50% employer match about $181,950 at 4% or $121,300 at 6%; with 100% employer match about $136,463 at 4% or $90,975 at 6%.
202319$1,028,080$93,096$10,344iApproximate average salary by contribution assumption: employee only about $258,600 at 4% or $172,400 at 6%; with 50% employer match about $172,400 at 4% or $114,933 at 6%; with 100% employer match about $129,300 at 4% or $86,200 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-9$1,028,080$93,096$10,344iApproximate average salary by contribution assumption: employee only about $258,600 at 4% or $172,400 at 6%; with 50% employer match about $172,400 at 4% or $114,933 at 6%; with 100% employer match about $129,300 at 4% or $86,200 at 6%.
202219$842,401$77,785$8,643iApproximate average salary by contribution assumption: employee only about $216,069 at 4% or $144,046 at 6%; with 50% employer match about $144,046 at 4% or $96,031 at 6%; with 100% employer match about $108,035 at 4% or $72,023 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-9$842,401$77,785$8,643iApproximate average salary by contribution assumption: employee only about $216,069 at 4% or $144,046 at 6%; with 50% employer match about $144,046 at 4% or $96,031 at 6%; with 100% employer match about $108,035 at 4% or $72,023 at 6%.
202119$922,103$77,085$8,565iApproximate average salary by contribution assumption: employee only about $214,125 at 4% or $142,750 at 6%; with 50% employer match about $142,750 at 4% or $95,167 at 6%; with 100% employer match about $107,063 at 4% or $71,375 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-9$922,103$77,085$8,565iApproximate average salary by contribution assumption: employee only about $214,125 at 4% or $142,750 at 6%; with 50% employer match about $142,750 at 4% or $95,167 at 6%; with 100% employer match about $107,063 at 4% or $71,375 at 6%.
202019$761,952$79,606$8,845iApproximate average salary by contribution assumption: employee only about $221,128 at 4% or $147,419 at 6%; with 50% employer match about $147,419 at 4% or $98,279 at 6%; with 100% employer match about $110,564 at 4% or $73,709 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-9$761,952$79,606$8,845iApproximate average salary by contribution assumption: employee only about $221,128 at 4% or $147,419 at 6%; with 50% employer match about $147,419 at 4% or $98,279 at 6%; with 100% employer match about $110,564 at 4% or $73,709 at 6%.
201919$623,181$79,036$8,782iApproximate average salary by contribution assumption: employee only about $219,544 at 4% or $146,363 at 6%; with 50% employer match about $146,363 at 4% or $97,575 at 6%; with 100% employer match about $109,772 at 4% or $73,181 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-9$623,181$79,036$8,782iApproximate average salary by contribution assumption: employee only about $219,544 at 4% or $146,363 at 6%; with 50% employer match about $146,363 at 4% or $97,575 at 6%; with 100% employer match about $109,772 at 4% or $73,181 at 6%.
201819$468,853$74,383$8,265iApproximate average salary by contribution assumption: employee only about $206,619 at 4% or $137,746 at 6%; with 50% employer match about $137,746 at 4% or $91,831 at 6%; with 100% employer match about $103,310 at 4% or $68,873 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-9$468,853$74,383$8,265iApproximate average salary by contribution assumption: employee only about $206,619 at 4% or $137,746 at 6%; with 50% employer match about $137,746 at 4% or $91,831 at 6%; with 100% employer match about $103,310 at 4% or $68,873 at 6%.
201718$449,390$71,880$8,985iApproximate average salary by contribution assumption: employee only about $224,625 at 4% or $149,750 at 6%; with 50% employer match about $149,750 at 4% or $99,833 at 6%; with 100% employer match about $112,313 at 4% or $74,875 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-8$449,390$71,880$8,985iApproximate average salary by contribution assumption: employee only about $224,625 at 4% or $149,750 at 6%; with 50% employer match about $149,750 at 4% or $99,833 at 6%; with 100% employer match about $112,313 at 4% or $74,875 at 6%.
201619$340,463$71,495$7,944iApproximate average salary by contribution assumption: employee only about $198,597 at 4% or $132,398 at 6%; with 50% employer match about $132,398 at 4% or $88,265 at 6%; with 100% employer match about $99,299 at 4% or $66,199 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-9$340,463$71,495$7,944iApproximate average salary by contribution assumption: employee only about $198,597 at 4% or $132,398 at 6%; with 50% employer match about $132,398 at 4% or $88,265 at 6%; with 100% employer match about $99,299 at 4% or $66,199 at 6%.
201518$250,730$72,267$9,033iApproximate average salary by contribution assumption: employee only about $225,834 at 4% or $150,556 at 6%; with 50% employer match about $150,556 at 4% or $100,371 at 6%; with 100% employer match about $112,917 at 4% or $75,278 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-8$250,730$72,267$9,033iApproximate average salary by contribution assumption: employee only about $225,834 at 4% or $150,556 at 6%; with 50% employer match about $150,556 at 4% or $100,371 at 6%; with 100% employer match about $112,917 at 4% or $75,278 at 6%.
201417$210,472$64,903$9,272iApproximate average salary by contribution assumption: employee only about $231,796 at 4% or $154,531 at 6%; with 50% employer match about $154,531 at 4% or $103,021 at 6%; with 100% employer match about $115,898 at 4% or $77,265 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-7$210,472$64,903$9,272iApproximate average salary by contribution assumption: employee only about $231,796 at 4% or $154,531 at 6%; with 50% employer match about $154,531 at 4% or $103,021 at 6%; with 100% employer match about $115,898 at 4% or $77,265 at 6%.
201315$159,880$52,129$10,426iApproximate average salary by contribution assumption: employee only about $260,645 at 4% or $173,763 at 6%; with 50% employer match about $173,763 at 4% or $115,842 at 6%; with 100% employer match about $130,322 at 4% or $86,882 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-5$159,880$52,129$10,426iApproximate average salary by contribution assumption: employee only about $260,645 at 4% or $173,763 at 6%; with 50% employer match about $173,763 at 4% or $115,842 at 6%; with 100% employer match about $130,322 at 4% or $86,882 at 6%.
201217$128,753$59,610$8,516iApproximate average salary by contribution assumption: employee only about $212,893 at 4% or $141,929 at 6%; with 50% employer match about $141,929 at 4% or $94,619 at 6%; with 100% employer match about $106,446 at 4% or $70,964 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-7$128,753$59,610$8,516iApproximate average salary by contribution assumption: employee only about $212,893 at 4% or $141,929 at 6%; with 50% employer match about $141,929 at 4% or $94,619 at 6%; with 100% employer match about $106,446 at 4% or $70,964 at 6%.
201116$69,136$69,136$11,523iApproximate average salary by contribution assumption: employee only about $288,067 at 4% or $192,044 at 6%; with 50% employer match about $192,044 at 4% or $128,030 at 6%; with 100% employer match about $144,033 at 4% or $96,022 at 6%.
Discovery Smiles Dentistry Retirement Plan and Tru-6$69,136$69,136$11,523iApproximate average salary by contribution assumption: employee only about $288,067 at 4% or $192,044 at 6%; with 50% employer match about $192,044 at 4% or $128,030 at 6%; with 100% employer match about $144,033 at 4% or $96,022 at 6%.