Civic Intelligence

Jonathan P. Schaack, Dds,

Plan context: JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN

EIN 27-4226700 • Mckinney, TX • 21 filings • 5 plans

5971 Virginia Parkway, Suite #300Mckinney, TX 75071-5618
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,555,511

2024 Contributions

$99,899

Historical Graphs

Total Assets Over Time

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

$3,555,511$1,777,756$0201220182024YearValue
$3,555,511Latest year 2024

Participants Over Time

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

1580201220182024YearValue
15Latest 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
2024215$3,555,511$99,899$6,660iApproximate average salary by contribution assumption: employee only about $166,498 at 4% or $110,999 at 6%; with 50% employer match about $110,999 at 4% or $73,999 at 6%; with 100% employer match about $83,249 at 4% or $55,499 at 6%.
JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN-15$1,808,957$0-
Jonathan P. Schaack, Dds PLLC 401(K) Plan-15$1,746,554$99,899$6,660iApproximate average salary by contribution assumption: employee only about $166,498 at 4% or $110,999 at 6%; with 50% employer match about $110,999 at 4% or $73,999 at 6%; with 100% employer match about $83,249 at 4% or $55,499 at 6%.
2023215$3,218,221$241,953$16,130iApproximate average salary by contribution assumption: employee only about $403,255 at 4% or $268,837 at 6%; with 50% employer match about $268,837 at 4% or $179,224 at 6%; with 100% employer match about $201,628 at 4% or $134,418 at 6%.
JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN-14$1,666,094$140,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-15$1,552,127$101,953$6,797iApproximate average salary by contribution assumption: employee only about $169,922 at 4% or $113,281 at 6%; with 50% employer match about $113,281 at 4% or $75,521 at 6%; with 100% employer match about $84,961 at 4% or $56,641 at 6%.
2022214$2,704,473$284,702$20,336iApproximate average salary by contribution assumption: employee only about $508,396 at 4% or $338,931 at 6%; with 50% employer match about $338,931 at 4% or $225,954 at 6%; with 100% employer match about $254,198 at 4% or $169,465 at 6%.
JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN-13$1,363,136$178,786$13,753iApproximate average salary by contribution assumption: employee only about $343,819 at 4% or $229,213 at 6%; with 50% employer match about $229,213 at 4% or $152,809 at 6%; with 100% employer match about $171,910 at 4% or $114,606 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-14$1,341,337$105,916$7,565iApproximate average salary by contribution assumption: employee only about $189,136 at 4% or $126,090 at 6%; with 50% employer match about $126,090 at 4% or $84,060 at 6%; with 100% employer match about $94,568 at 4% or $63,045 at 6%.
2021212$2,743,990$443,006$36,917iApproximate average salary by contribution assumption: employee only about $922,929 at 4% or $615,286 at 6%; with 50% employer match about $615,286 at 4% or $410,191 at 6%; with 100% employer match about $461,465 at 4% or $307,643 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-12$1,418,460$93,006$7,751iApproximate average salary by contribution assumption: employee only about $193,763 at 4% or $129,175 at 6%; with 50% employer match about $129,175 at 4% or $86,117 at 6%; with 100% employer match about $96,881 at 4% or $64,588 at 6%.
JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN-9$1,325,530$350,000$38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%.
2020214$1,986,607$333,903$23,850iApproximate average salary by contribution assumption: employee only about $596,255 at 4% or $397,504 at 6%; with 50% employer match about $397,504 at 4% or $265,002 at 6%; with 100% employer match about $298,128 at 4% or $198,752 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-14$1,122,154$93,903$6,707iApproximate average salary by contribution assumption: employee only about $167,684 at 4% or $111,789 at 6%; with 50% employer match about $111,789 at 4% or $74,526 at 6%; with 100% employer match about $83,842 at 4% or $55,895 at 6%.
JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN-10$864,453$240,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
2019213$1,480,238$342,382$26,337iApproximate average salary by contribution assumption: employee only about $658,427 at 4% or $438,951 at 6%; with 50% employer match about $438,951 at 4% or $292,634 at 6%; with 100% employer match about $329,213 at 4% or $219,476 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-13$922,505$119,779$9,214iApproximate average salary by contribution assumption: employee only about $230,344 at 4% or $153,563 at 6%; with 50% employer match about $153,563 at 4% or $102,375 at 6%; with 100% employer match about $115,172 at 4% or $76,781 at 6%.
JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN-9$557,733$222,603$24,734iApproximate average salary by contribution assumption: employee only about $618,342 at 4% or $412,228 at 6%; with 50% employer match about $412,228 at 4% or $274,819 at 6%; with 100% employer match about $309,171 at 4% or $206,114 at 6%.
2018214$1,016,422$276,604$19,757iApproximate average salary by contribution assumption: employee only about $493,936 at 4% or $329,290 at 6%; with 50% employer match about $329,290 at 4% or $219,527 at 6%; with 100% employer match about $246,968 at 4% or $164,645 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-14$724,365$73,983$5,285iApproximate average salary by contribution assumption: employee only about $132,113 at 4% or $88,075 at 6%; with 50% employer match about $88,075 at 4% or $58,717 at 6%; with 100% employer match about $66,056 at 4% or $44,038 at 6%.
JONATHAN P SCHAACK DDS PLLC CASH BALANCE PLAN-11$292,057$202,621$18,420iApproximate average salary by contribution assumption: employee only about $460,502 at 4% or $307,002 at 6%; with 50% employer match about $307,002 at 4% or $204,668 at 6%; with 100% employer match about $230,251 at 4% or $153,501 at 6%.
2017212$792,157$217,435$18,120iApproximate average salary by contribution assumption: employee only about $452,990 at 4% or $301,993 at 6%; with 50% employer match about $301,993 at 4% or $201,329 at 6%; with 100% employer match about $226,495 at 4% or $150,997 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-12$702,583$127,861$10,655iApproximate average salary by contribution assumption: employee only about $266,377 at 4% or $177,585 at 6%; with 50% employer match about $177,585 at 4% or $118,390 at 6%; with 100% employer match about $133,189 at 4% or $88,792 at 6%.
JONATHAN P. SCHAACK, DDS, PLLC CASH BALANCE PLAN-10$89,574$89,574$8,957iApproximate average salary by contribution assumption: employee only about $223,935 at 4% or $149,290 at 6%; with 50% employer match about $149,290 at 4% or $99,527 at 6%; with 100% employer match about $111,968 at 4% or $74,645 at 6%.
2016112$506,742$104,896$8,741iApproximate average salary by contribution assumption: employee only about $218,533 at 4% or $145,689 at 6%; with 50% employer match about $145,689 at 4% or $97,126 at 6%; with 100% employer match about $109,267 at 4% or $72,844 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-12$506,742$104,896$8,741iApproximate average salary by contribution assumption: employee only about $218,533 at 4% or $145,689 at 6%; with 50% employer match about $145,689 at 4% or $97,126 at 6%; with 100% employer match about $109,267 at 4% or $72,844 at 6%.
2015110$365,364$100,978$10,098iApproximate average salary by contribution assumption: employee only about $252,445 at 4% or $168,297 at 6%; with 50% employer match about $168,297 at 4% or $112,198 at 6%; with 100% employer match about $126,222 at 4% or $84,148 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-10$365,364$100,978$10,098iApproximate average salary by contribution assumption: employee only about $252,445 at 4% or $168,297 at 6%; with 50% employer match about $168,297 at 4% or $112,198 at 6%; with 100% employer match about $126,222 at 4% or $84,148 at 6%.
201417$274,858$94,807$13,544iApproximate average salary by contribution assumption: employee only about $338,596 at 4% or $225,731 at 6%; with 50% employer match about $225,731 at 4% or $150,487 at 6%; with 100% employer match about $169,298 at 4% or $112,865 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-7$274,858$94,807$13,544iApproximate average salary by contribution assumption: employee only about $338,596 at 4% or $225,731 at 6%; with 50% employer match about $225,731 at 4% or $150,487 at 6%; with 100% employer match about $169,298 at 4% or $112,865 at 6%.
201317$176,451$81,205$11,601iApproximate average salary by contribution assumption: employee only about $290,018 at 4% or $193,345 at 6%; with 50% employer match about $193,345 at 4% or $128,897 at 6%; with 100% employer match about $145,009 at 4% or $96,673 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-7$176,451$81,205$11,601iApproximate average salary by contribution assumption: employee only about $290,018 at 4% or $193,345 at 6%; with 50% employer match about $193,345 at 4% or $128,897 at 6%; with 100% employer match about $145,009 at 4% or $96,673 at 6%.
201214$81,488$78,710$19,678iApproximate average salary by contribution assumption: employee only about $491,938 at 4% or $327,958 at 6%; with 50% employer match about $327,958 at 4% or $218,639 at 6%; with 100% employer match about $245,969 at 4% or $163,979 at 6%.
Jonathan P. Schaack, Dds PLLC 401(K) Plan-4$81,488$78,710$19,678iApproximate average salary by contribution assumption: employee only about $491,938 at 4% or $327,958 at 6%; with 50% employer match about $327,958 at 4% or $218,639 at 6%; with 100% employer match about $245,969 at 4% or $163,979 at 6%.