Civic Intelligence

Ryan J. Allowitz, DMD PC

Plan context: Heart of Texas Endodontics Retirement Plan & Trust

EIN 30-0646228 • Temple, TX • 16 filings • 4 plans

2703 Trade PlaceTemple, TX 76504
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,940,951

2024 Contributions

$236,280

Historical Graphs

Total Assets Over Time

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

$1,940,951$970,476$0201120182024YearValue
$1,940,951Latest year 2024

Participants Over Time

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

21110201120182024YearValue
10Latest 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
2024210$1,940,951$236,280$23,628iApproximate average salary by contribution assumption: employee only about $590,700 at 4% or $393,800 at 6%; with 50% employer match about $393,800 at 4% or $262,533 at 6%; with 100% employer match about $295,350 at 4% or $196,900 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-10$1,717,044$132,669$13,267iApproximate average salary by contribution assumption: employee only about $331,673 at 4% or $221,115 at 6%; with 50% employer match about $221,115 at 4% or $147,410 at 6%; with 100% employer match about $165,836 at 4% or $110,558 at 6%.
HEART OF TEXAS ENDODONTICS CASH BALANCE PLAN & TRUST-7$223,907$103,611$14,802iApproximate average salary by contribution assumption: employee only about $370,039 at 4% or $246,693 at 6%; with 50% employer match about $246,693 at 4% or $164,462 at 6%; with 100% employer match about $185,020 at 4% or $123,346 at 6%.
2023212$1,570,877$236,857$19,738iApproximate average salary by contribution assumption: employee only about $493,452 at 4% or $328,968 at 6%; with 50% employer match about $328,968 at 4% or $219,312 at 6%; with 100% employer match about $246,726 at 4% or $164,484 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-12$1,461,297$129,382$10,782iApproximate average salary by contribution assumption: employee only about $269,546 at 4% or $179,697 at 6%; with 50% employer match about $179,697 at 4% or $119,798 at 6%; with 100% employer match about $134,773 at 4% or $89,849 at 6%.
HEART OF TEXAS ENDODONTICS CASH BALANCE PLAN & TRUST-6$109,580$107,475$17,913iApproximate average salary by contribution assumption: employee only about $447,813 at 4% or $298,542 at 6%; with 50% employer match about $298,542 at 4% or $199,028 at 6%; with 100% employer match about $223,906 at 4% or $149,271 at 6%.
2022121$1,477,934$111,032$5,287iApproximate average salary by contribution assumption: employee only about $132,181 at 4% or $88,121 at 6%; with 50% employer match about $88,121 at 4% or $58,747 at 6%; with 100% employer match about $66,090 at 4% or $44,060 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-21$1,477,934$111,032$5,287iApproximate average salary by contribution assumption: employee only about $132,181 at 4% or $88,121 at 6%; with 50% employer match about $88,121 at 4% or $58,747 at 6%; with 100% employer match about $66,090 at 4% or $44,060 at 6%.
2021119$1,606,739$109,865$5,782iApproximate average salary by contribution assumption: employee only about $144,559 at 4% or $96,373 at 6%; with 50% employer match about $96,373 at 4% or $64,249 at 6%; with 100% employer match about $72,280 at 4% or $48,186 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-19$1,606,739$109,865$5,782iApproximate average salary by contribution assumption: employee only about $144,559 at 4% or $96,373 at 6%; with 50% employer match about $96,373 at 4% or $64,249 at 6%; with 100% employer match about $72,280 at 4% or $48,186 at 6%.
2020121$1,309,674$103,744$4,940iApproximate average salary by contribution assumption: employee only about $123,505 at 4% or $82,337 at 6%; with 50% employer match about $82,337 at 4% or $54,891 at 6%; with 100% employer match about $61,752 at 4% or $41,168 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-21$1,309,674$103,744$4,940iApproximate average salary by contribution assumption: employee only about $123,505 at 4% or $82,337 at 6%; with 50% employer match about $82,337 at 4% or $54,891 at 6%; with 100% employer match about $61,752 at 4% or $41,168 at 6%.
2019118$1,075,007$98,655$5,481iApproximate average salary by contribution assumption: employee only about $137,021 at 4% or $91,347 at 6%; with 50% employer match about $91,347 at 4% or $60,898 at 6%; with 100% employer match about $68,510 at 4% or $45,674 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-18$1,075,007$98,655$5,481iApproximate average salary by contribution assumption: employee only about $137,021 at 4% or $91,347 at 6%; with 50% employer match about $91,347 at 4% or $60,898 at 6%; with 100% employer match about $68,510 at 4% or $45,674 at 6%.
2018119$900,227$267,175$14,062iApproximate average salary by contribution assumption: employee only about $351,546 at 4% or $234,364 at 6%; with 50% employer match about $234,364 at 4% or $156,243 at 6%; with 100% employer match about $175,773 at 4% or $117,182 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-19$900,227$267,175$14,062iApproximate average salary by contribution assumption: employee only about $351,546 at 4% or $234,364 at 6%; with 50% employer match about $234,364 at 4% or $156,243 at 6%; with 100% employer match about $175,773 at 4% or $117,182 at 6%.
2017114$693,621$87,992$6,285iApproximate average salary by contribution assumption: employee only about $157,129 at 4% or $104,752 at 6%; with 50% employer match about $104,752 at 4% or $69,835 at 6%; with 100% employer match about $78,564 at 4% or $52,376 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-14$693,621$87,992$6,285iApproximate average salary by contribution assumption: employee only about $157,129 at 4% or $104,752 at 6%; with 50% employer match about $104,752 at 4% or $69,835 at 6%; with 100% employer match about $78,564 at 4% or $52,376 at 6%.
2016113$555,152$87,416$6,724iApproximate average salary by contribution assumption: employee only about $168,108 at 4% or $112,072 at 6%; with 50% employer match about $112,072 at 4% or $74,715 at 6%; with 100% employer match about $84,054 at 4% or $56,036 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-13$555,152$87,416$6,724iApproximate average salary by contribution assumption: employee only about $168,108 at 4% or $112,072 at 6%; with 50% employer match about $112,072 at 4% or $74,715 at 6%; with 100% employer match about $84,054 at 4% or $56,036 at 6%.
2015114$438,263$93,887$6,706iApproximate average salary by contribution assumption: employee only about $167,655 at 4% or $111,770 at 6%; with 50% employer match about $111,770 at 4% or $74,513 at 6%; with 100% employer match about $83,828 at 4% or $55,885 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-14$438,263$93,887$6,706iApproximate average salary by contribution assumption: employee only about $167,655 at 4% or $111,770 at 6%; with 50% employer match about $111,770 at 4% or $74,513 at 6%; with 100% employer match about $83,828 at 4% or $55,885 at 6%.
2014112$359,800$88,100$7,342iApproximate average salary by contribution assumption: employee only about $183,542 at 4% or $122,361 at 6%; with 50% employer match about $122,361 at 4% or $81,574 at 6%; with 100% employer match about $91,771 at 4% or $61,181 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-12$359,800$88,100$7,342iApproximate average salary by contribution assumption: employee only about $183,542 at 4% or $122,361 at 6%; with 50% employer match about $122,361 at 4% or $81,574 at 6%; with 100% employer match about $91,771 at 4% or $61,181 at 6%.
2013111$264,455$95,806$8,710iApproximate average salary by contribution assumption: employee only about $217,741 at 4% or $145,161 at 6%; with 50% employer match about $145,161 at 4% or $96,774 at 6%; with 100% employer match about $108,870 at 4% or $72,580 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-11$264,455$95,806$8,710iApproximate average salary by contribution assumption: employee only about $217,741 at 4% or $145,161 at 6%; with 50% employer match about $145,161 at 4% or $96,774 at 6%; with 100% employer match about $108,870 at 4% or $72,580 at 6%.
2012113$150,746$91,059$7,005iApproximate average salary by contribution assumption: employee only about $175,113 at 4% or $116,742 at 6%; with 50% employer match about $116,742 at 4% or $77,828 at 6%; with 100% employer match about $87,557 at 4% or $58,371 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-13$150,746$91,059$7,005iApproximate average salary by contribution assumption: employee only about $175,113 at 4% or $116,742 at 6%; with 50% employer match about $116,742 at 4% or $77,828 at 6%; with 100% employer match about $87,557 at 4% or $58,371 at 6%.
201113$55,097$55,098$18,366iApproximate average salary by contribution assumption: employee only about $459,150 at 4% or $306,100 at 6%; with 50% employer match about $306,100 at 4% or $204,067 at 6%; with 100% employer match about $229,575 at 4% or $153,050 at 6%.
Heart of Texas Endodontics Retirement Plan & Trust-3$55,097$55,098$18,366iApproximate average salary by contribution assumption: employee only about $459,150 at 4% or $306,100 at 6%; with 50% employer match about $306,100 at 4% or $204,067 at 6%; with 100% employer match about $229,575 at 4% or $153,050 at 6%.