Civic Intelligence

Jake Reynolds, DMD, Msd PLLC

Plan context: JAKE REYNOLDS, DMD, MSD, PA CASH BALANCE PLAN

EIN 27-4512764 • Wake Forest, NC • 17 filings • 2 plans

610 Dr. Calvin Jones Highway, SuiteWake Forest, NC 27587
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$551,440

2023 Contributions

$151,579

Historical Graphs

Total Assets Over Time

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

$1,726,496$863,248$0201220172022YearValue
$551,440Latest year 2022

Participants Over Time

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

840201220172022YearValue
8Latest year 2022

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
202320$0$0-
JAKE REYNOLDS, DMD, MSD, PA CASH BALANCE PLAN-0$0--
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-0$0--
202228$551,440$151,579$18,947iApproximate average salary by contribution assumption: employee only about $473,684 at 4% or $315,790 at 6%; with 50% employer match about $315,790 at 4% or $210,526 at 6%; with 100% employer match about $236,842 at 4% or $157,895 at 6%.
JAKE REYNOLDS, DMD, MSD, PA CASH BALANCE PLAN-8$533,859$124,729$15,591iApproximate average salary by contribution assumption: employee only about $389,778 at 4% or $259,852 at 6%; with 50% employer match about $259,852 at 4% or $173,235 at 6%; with 100% employer match about $194,889 at 4% or $129,926 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-5$17,581$26,850$5,370iApproximate average salary by contribution assumption: employee only about $134,250 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,667 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
202128$1,726,496$211,818$26,477iApproximate average salary by contribution assumption: employee only about $661,931 at 4% or $441,288 at 6%; with 50% employer match about $441,288 at 4% or $294,192 at 6%; with 100% employer match about $330,966 at 4% or $220,644 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-8$1,302,414$69,741$8,718iApproximate average salary by contribution assumption: employee only about $217,941 at 4% or $145,294 at 6%; with 50% employer match about $145,294 at 4% or $96,863 at 6%; with 100% employer match about $108,970 at 4% or $72,647 at 6%.
JAKE REYNOLDS, DMD, MSD, PA CASH BALANCE PLAN-7$424,082$142,077$20,297iApproximate average salary by contribution assumption: employee only about $507,418 at 4% or $338,279 at 6%; with 50% employer match about $338,279 at 4% or $225,519 at 6%; with 100% employer match about $253,709 at 4% or $169,139 at 6%.
202028$1,326,795$192,594$24,074iApproximate average salary by contribution assumption: employee only about $601,856 at 4% or $401,238 at 6%; with 50% employer match about $401,238 at 4% or $267,492 at 6%; with 100% employer match about $300,928 at 4% or $200,619 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-8$1,061,441$67,331$8,416iApproximate average salary by contribution assumption: employee only about $210,409 at 4% or $140,273 at 6%; with 50% employer match about $140,273 at 4% or $93,515 at 6%; with 100% employer match about $105,205 at 4% or $70,136 at 6%.
JAKE REYNOLDS, DMD, MSD, PA CASH BALANCE PLAN-7$265,354$125,263$17,895iApproximate average salary by contribution assumption: employee only about $447,368 at 4% or $298,245 at 6%; with 50% employer match about $298,245 at 4% or $198,830 at 6%; with 100% employer match about $223,684 at 4% or $149,123 at 6%.
201927$964,274$195,721$27,960iApproximate average salary by contribution assumption: employee only about $699,004 at 4% or $466,002 at 6%; with 50% employer match about $466,002 at 4% or $310,668 at 6%; with 100% employer match about $349,502 at 4% or $233,001 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-7$841,097$72,544$10,363iApproximate average salary by contribution assumption: employee only about $259,086 at 4% or $172,724 at 6%; with 50% employer match about $172,724 at 4% or $115,149 at 6%; with 100% employer match about $129,543 at 4% or $86,362 at 6%.
JAKE REYNOLDS, DMD, MSD, PA CASH BALANCE PLAN-5$123,177$123,177$24,635iApproximate average salary by contribution assumption: employee only about $615,885 at 4% or $410,590 at 6%; with 50% employer match about $410,590 at 4% or $273,727 at 6%; with 100% employer match about $307,943 at 4% or $205,295 at 6%.
201817$622,495$82,279$11,754iApproximate average salary by contribution assumption: employee only about $293,854 at 4% or $195,902 at 6%; with 50% employer match about $195,902 at 4% or $130,602 at 6%; with 100% employer match about $146,927 at 4% or $97,951 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-7$622,495$82,279$11,754iApproximate average salary by contribution assumption: employee only about $293,854 at 4% or $195,902 at 6%; with 50% employer match about $195,902 at 4% or $130,602 at 6%; with 100% employer match about $146,927 at 4% or $97,951 at 6%.
201716$591,109$92,558$15,426iApproximate average salary by contribution assumption: employee only about $385,658 at 4% or $257,106 at 6%; with 50% employer match about $257,106 at 4% or $171,404 at 6%; with 100% employer match about $192,829 at 4% or $128,553 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-6$591,109$92,558$15,426iApproximate average salary by contribution assumption: employee only about $385,658 at 4% or $257,106 at 6%; with 50% employer match about $257,106 at 4% or $171,404 at 6%; with 100% employer match about $192,829 at 4% or $128,553 at 6%.
201615$425,169$86,638$17,328iApproximate average salary by contribution assumption: employee only about $433,190 at 4% or $288,793 at 6%; with 50% employer match about $288,793 at 4% or $192,529 at 6%; with 100% employer match about $216,595 at 4% or $144,397 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-5$425,169$86,638$17,328iApproximate average salary by contribution assumption: employee only about $433,190 at 4% or $288,793 at 6%; with 50% employer match about $288,793 at 4% or $192,529 at 6%; with 100% employer match about $216,595 at 4% or $144,397 at 6%.
201514$309,590$91,092$22,773iApproximate average salary by contribution assumption: employee only about $569,325 at 4% or $379,550 at 6%; with 50% employer match about $379,550 at 4% or $253,033 at 6%; with 100% employer match about $284,663 at 4% or $189,775 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-4$309,590$91,092$22,773iApproximate average salary by contribution assumption: employee only about $569,325 at 4% or $379,550 at 6%; with 50% employer match about $379,550 at 4% or $253,033 at 6%; with 100% employer match about $284,663 at 4% or $189,775 at 6%.
201413$219,627$75,614$25,205iApproximate average salary by contribution assumption: employee only about $630,117 at 4% or $420,078 at 6%; with 50% employer match about $420,078 at 4% or $280,052 at 6%; with 100% employer match about $315,058 at 4% or $210,039 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-3$219,627$75,614$25,205iApproximate average salary by contribution assumption: employee only about $630,117 at 4% or $420,078 at 6%; with 50% employer match about $420,078 at 4% or $280,052 at 6%; with 100% employer match about $315,058 at 4% or $210,039 at 6%.
201312$141,779$69,950$34,975iApproximate average salary by contribution assumption: employee only about $874,375 at 4% or $582,917 at 6%; with 50% employer match about $582,917 at 4% or $388,611 at 6%; with 100% employer match about $437,188 at 4% or $291,458 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-2$141,779$69,950$34,975iApproximate average salary by contribution assumption: employee only about $874,375 at 4% or $582,917 at 6%; with 50% employer match about $582,917 at 4% or $388,611 at 6%; with 100% employer match about $437,188 at 4% or $291,458 at 6%.
201213$69,381$69,381$23,127iApproximate average salary by contribution assumption: employee only about $578,175 at 4% or $385,450 at 6%; with 50% employer match about $385,450 at 4% or $256,967 at 6%; with 100% employer match about $289,088 at 4% or $192,725 at 6%.
Jake Reynolds, DMD, Msd PLLC 401(K) Profit Sharing Plan-3$69,381$69,381$23,127iApproximate average salary by contribution assumption: employee only about $578,175 at 4% or $385,450 at 6%; with 50% employer match about $385,450 at 4% or $256,967 at 6%; with 100% employer match about $289,088 at 4% or $192,725 at 6%.