Civic Intelligence

James D. Elliott Dds PLLC

Plan context: Winterset Dental 401(K) Plan

EIN 27-2887639 • Winterset, IA • 7 filings • 1 plans

301 Wambold DriveWinterset, IA 50273
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$727,039

2021 Contributions

$55,174

Historical Graphs

Total Assets Over Time

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

$727,039$363,520$0201520182021YearValue
$727,039Latest year 2021

Participants Over Time

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

1050201520182021YearValue
8Latest year 2021

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
202118$727,039$55,174$6,897iApproximate average salary by contribution assumption: employee only about $172,419 at 4% or $114,946 at 6%; with 50% employer match about $114,946 at 4% or $76,631 at 6%; with 100% employer match about $86,209 at 4% or $57,473 at 6%.
Winterset Dental 401(K) Plan-8$727,039$55,174$6,897iApproximate average salary by contribution assumption: employee only about $172,419 at 4% or $114,946 at 6%; with 50% employer match about $114,946 at 4% or $76,631 at 6%; with 100% employer match about $86,209 at 4% or $57,473 at 6%.
202019$636,120$203,332$22,592iApproximate average salary by contribution assumption: employee only about $564,811 at 4% or $376,541 at 6%; with 50% employer match about $376,541 at 4% or $251,027 at 6%; with 100% employer match about $282,406 at 4% or $188,270 at 6%.
Winterset Dental 401(K) Plan-9$636,120$203,332$22,592iApproximate average salary by contribution assumption: employee only about $564,811 at 4% or $376,541 at 6%; with 50% employer match about $376,541 at 4% or $251,027 at 6%; with 100% employer match about $282,406 at 4% or $188,270 at 6%.
2019110$312,303$68,992$6,899iApproximate average salary by contribution assumption: employee only about $172,480 at 4% or $114,987 at 6%; with 50% employer match about $114,987 at 4% or $76,658 at 6%; with 100% employer match about $86,240 at 4% or $57,493 at 6%.
Winterset Dental 401(K) Plan-10$312,303$68,992$6,899iApproximate average salary by contribution assumption: employee only about $172,480 at 4% or $114,987 at 6%; with 50% employer match about $114,987 at 4% or $76,658 at 6%; with 100% employer match about $86,240 at 4% or $57,493 at 6%.
201816$207,632$36,836$6,139iApproximate average salary by contribution assumption: employee only about $153,483 at 4% or $102,322 at 6%; with 50% employer match about $102,322 at 4% or $68,215 at 6%; with 100% employer match about $76,742 at 4% or $51,161 at 6%.
Winterset Dental 401(K) Plan-6$207,632$36,836$6,139iApproximate average salary by contribution assumption: employee only about $153,483 at 4% or $102,322 at 6%; with 50% employer match about $102,322 at 4% or $68,215 at 6%; with 100% employer match about $76,742 at 4% or $51,161 at 6%.
201716$217,485$44,692$7,449iApproximate average salary by contribution assumption: employee only about $186,217 at 4% or $124,144 at 6%; with 50% employer match about $124,144 at 4% or $82,763 at 6%; with 100% employer match about $93,108 at 4% or $62,072 at 6%.
Winterset Dental 401(K) Plan-6$217,485$44,692$7,449iApproximate average salary by contribution assumption: employee only about $186,217 at 4% or $124,144 at 6%; with 50% employer match about $124,144 at 4% or $82,763 at 6%; with 100% employer match about $93,108 at 4% or $62,072 at 6%.
201616$146,311$46,719$7,787iApproximate average salary by contribution assumption: employee only about $194,663 at 4% or $129,775 at 6%; with 50% employer match about $129,775 at 4% or $86,517 at 6%; with 100% employer match about $97,331 at 4% or $64,888 at 6%.
Winterset Dental 401(K) Plan-6$146,311$46,719$7,787iApproximate average salary by contribution assumption: employee only about $194,663 at 4% or $129,775 at 6%; with 50% employer match about $129,775 at 4% or $86,517 at 6%; with 100% employer match about $97,331 at 4% or $64,888 at 6%.
201515$89,899$90,133$18,027iApproximate average salary by contribution assumption: employee only about $450,665 at 4% or $300,443 at 6%; with 50% employer match about $300,443 at 4% or $200,296 at 6%; with 100% employer match about $225,332 at 4% or $150,222 at 6%.
Winterset Dental 401(K) Plan-5$89,899$90,133$18,027iApproximate average salary by contribution assumption: employee only about $450,665 at 4% or $300,443 at 6%; with 50% employer match about $300,443 at 4% or $200,296 at 6%; with 100% employer match about $225,332 at 4% or $150,222 at 6%.
James D. Elliott Dds PLLC | EIN 27-2887639 | 2021 Form 5500 Company Profile