Civic Intelligence

Independence Family Dentistry

Plan context: INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN

EIN 27-3234816 • Independence, KY • 21 filings • 3 plans

5302 Madison PikeIndependence, KY 41051
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$1,769,280

2024 Contributions

$112,039

Historical Graphs

Total Assets Over Time

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

$1,769,280$884,640$0201520202024YearValue
$1,769,280Latest year 2024

Participants Over Time

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

26130201520202024YearValue
26Latest 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
2024326$1,769,280$112,039$4,309iApproximate average salary by contribution assumption: employee only about $107,730 at 4% or $71,820 at 6%; with 50% employer match about $71,820 at 4% or $47,880 at 6%; with 100% employer match about $53,865 at 4% or $35,910 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-13$1,258,245$0-
Independence Family Dentistry 401(K) Profit Sharing Plan-26$466,396$66,904$2,573iApproximate average salary by contribution assumption: employee only about $64,331 at 4% or $42,887 at 6%; with 50% employer match about $42,887 at 4% or $28,591 at 6%; with 100% employer match about $32,165 at 4% or $21,444 at 6%.
INDEPENDENCE FAMILY DENTISTRY PLLC 401K-5$44,639$45,135$9,027iApproximate average salary by contribution assumption: employee only about $225,675 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%.
2023224$1,375,556$27,035$1,126iApproximate average salary by contribution assumption: employee only about $28,161 at 4% or $18,774 at 6%; with 50% employer match about $18,774 at 4% or $12,516 at 6%; with 100% employer match about $14,081 at 4% or $9,387 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-13$1,042,621$0-
Independence Family Dentistry 401(K) Profit Sharing Plan-24$332,935$27,035$1,126iApproximate average salary by contribution assumption: employee only about $28,161 at 4% or $18,774 at 6%; with 50% employer match about $18,774 at 4% or $12,516 at 6%; with 100% employer match about $14,081 at 4% or $9,387 at 6%.
2022220$1,286,668$24,060$1,203iApproximate average salary by contribution assumption: employee only about $30,075 at 4% or $20,050 at 6%; with 50% employer match about $20,050 at 4% or $13,367 at 6%; with 100% employer match about $15,038 at 4% or $10,025 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-14$995,095$0-
Independence Family Dentistry 401(K) Profit Sharing Plan-20$291,573$24,060$1,203iApproximate average salary by contribution assumption: employee only about $30,075 at 4% or $20,050 at 6%; with 50% employer match about $20,050 at 4% or $13,367 at 6%; with 100% employer match about $15,038 at 4% or $10,025 at 6%.
2021213$1,334,500$214,577$16,506iApproximate average salary by contribution assumption: employee only about $412,648 at 4% or $275,099 at 6%; with 50% employer match about $275,099 at 4% or $183,399 at 6%; with 100% employer match about $206,324 at 4% or $137,549 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-13$1,015,023$212,553$16,350iApproximate average salary by contribution assumption: employee only about $408,756 at 4% or $272,504 at 6%; with 50% employer match about $272,504 at 4% or $181,669 at 6%; with 100% employer match about $204,378 at 4% or $136,252 at 6%.
Independence Family Dentistry 401(K) Profit Sharing Plan-11$319,477$2,024$184iApproximate average salary by contribution assumption: employee only about $4,600 at 4% or $3,067 at 6%; with 50% employer match about $3,067 at 4% or $2,044 at 6%; with 100% employer match about $2,300 at 4% or $1,533 at 6%.
2020215$1,139,826$280,364$18,691iApproximate average salary by contribution assumption: employee only about $467,273 at 4% or $311,516 at 6%; with 50% employer match about $311,516 at 4% or $207,677 at 6%; with 100% employer match about $233,637 at 4% or $155,758 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-10$802,402$243,532$24,353iApproximate average salary by contribution assumption: employee only about $608,830 at 4% or $405,887 at 6%; with 50% employer match about $405,887 at 4% or $270,591 at 6%; with 100% employer match about $304,415 at 4% or $202,943 at 6%.
Independence Family Dentistry 401(K) Profit Sharing Plan-15$337,424$36,832$2,455iApproximate average salary by contribution assumption: employee only about $61,387 at 4% or $40,924 at 6%; with 50% employer match about $40,924 at 4% or $27,283 at 6%; with 100% employer match about $30,693 at 4% or $20,462 at 6%.
2019214$857,716$206,466$14,748iApproximate average salary by contribution assumption: employee only about $368,689 at 4% or $245,793 at 6%; with 50% employer match about $245,793 at 4% or $163,862 at 6%; with 100% employer match about $184,345 at 4% or $122,896 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-10$557,857$169,405$16,941iApproximate average salary by contribution assumption: employee only about $423,513 at 4% or $282,342 at 6%; with 50% employer match about $282,342 at 4% or $188,228 at 6%; with 100% employer match about $211,756 at 4% or $141,171 at 6%.
Independence Family Dentistry 401(K) Profit Sharing Plan-14$299,859$37,061$2,647iApproximate average salary by contribution assumption: employee only about $66,180 at 4% or $44,120 at 6%; with 50% employer match about $44,120 at 4% or $29,413 at 6%; with 100% employer match about $33,090 at 4% or $22,060 at 6%.
2018211$641,615$162,875$14,807iApproximate average salary by contribution assumption: employee only about $370,170 at 4% or $246,780 at 6%; with 50% employer match about $246,780 at 4% or $164,520 at 6%; with 100% employer match about $185,085 at 4% or $123,390 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-9$382,971$126,381$14,042iApproximate average salary by contribution assumption: employee only about $351,058 at 4% or $234,039 at 6%; with 50% employer match about $234,039 at 4% or $156,026 at 6%; with 100% employer match about $175,529 at 4% or $117,019 at 6%.
Independence Family Dentistry 401(K) Profit Sharing Plan-11$258,644$36,494$3,318iApproximate average salary by contribution assumption: employee only about $82,941 at 4% or $55,294 at 6%; with 50% employer match about $55,294 at 4% or $36,863 at 6%; with 100% employer match about $41,470 at 4% or $27,647 at 6%.
201729$473,036$178,267$19,807iApproximate average salary by contribution assumption: employee only about $495,186 at 4% or $330,124 at 6%; with 50% employer match about $330,124 at 4% or $220,083 at 6%; with 100% employer match about $247,593 at 4% or $165,062 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-7$253,797$105,862$15,123iApproximate average salary by contribution assumption: employee only about $378,079 at 4% or $252,052 at 6%; with 50% employer match about $252,052 at 4% or $168,035 at 6%; with 100% employer match about $189,039 at 4% or $126,026 at 6%.
Independence Family Dentistry 401(K) Profit Sharing Plan-9$219,239$72,405$8,045iApproximate average salary by contribution assumption: employee only about $201,125 at 4% or $134,083 at 6%; with 50% employer match about $134,083 at 4% or $89,389 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%.
201627$293,954$155,058$22,151iApproximate average salary by contribution assumption: employee only about $553,779 at 4% or $369,186 at 6%; with 50% employer match about $369,186 at 4% or $246,124 at 6%; with 100% employer match about $276,889 at 4% or $184,593 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-6$147,419$78,646$13,108iApproximate average salary by contribution assumption: employee only about $327,692 at 4% or $218,461 at 6%; with 50% employer match about $218,461 at 4% or $145,641 at 6%; with 100% employer match about $163,846 at 4% or $109,231 at 6%.
Independence Family Dentistry 401(K) Profit Sharing Plan-7$146,535$76,412$10,916iApproximate average salary by contribution assumption: employee only about $272,900 at 4% or $181,933 at 6%; with 50% employer match about $181,933 at 4% or $121,289 at 6%; with 100% employer match about $136,450 at 4% or $90,967 at 6%.
201526$138,850$138,850$23,142iApproximate average salary by contribution assumption: employee only about $578,542 at 4% or $385,694 at 6%; with 50% employer match about $385,694 at 4% or $257,130 at 6%; with 100% employer match about $289,271 at 4% or $192,847 at 6%.
Independence Family Dentistry 401(K) Profit Sharing Plan-6$70,100$70,100$11,683iApproximate average salary by contribution assumption: employee only about $292,083 at 4% or $194,722 at 6%; with 50% employer match about $194,722 at 4% or $129,815 at 6%; with 100% employer match about $146,042 at 4% or $97,361 at 6%.
INDEPENDENCE FAMILY DENTISTRY CASH BALANCE PENSION PLAN-5$68,750$68,750$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.