Civic Intelligence

CHAD D WALLACE

Plan context: Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust

EIN 30-0858606 • Rome, NY • 11 filings • 3 plans

63 Geiger RoadRome, NY 13441
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,031,266

2024 Contributions

$110,006

Historical Graphs

Total Assets Over Time

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

$3,031,266$1,515,633$0201420192024YearValue
$3,031,266Latest year 2024

Participants Over Time

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

740201420192024YearValue
7Latest 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
202417$3,031,266$110,006$15,715iApproximate average salary by contribution assumption: employee only about $392,879 at 4% or $261,919 at 6%; with 50% employer match about $261,919 at 4% or $174,613 at 6%; with 100% employer match about $196,439 at 4% or $130,960 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-7$3,031,266$110,006$15,715iApproximate average salary by contribution assumption: employee only about $392,879 at 4% or $261,919 at 6%; with 50% employer match about $261,919 at 4% or $174,613 at 6%; with 100% employer match about $196,439 at 4% or $130,960 at 6%.
202317$2,409,775$108,013$15,430iApproximate average salary by contribution assumption: employee only about $385,761 at 4% or $257,174 at 6%; with 50% employer match about $257,174 at 4% or $171,449 at 6%; with 100% employer match about $192,880 at 4% or $128,587 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-7$2,409,775$108,013$15,430iApproximate average salary by contribution assumption: employee only about $385,761 at 4% or $257,174 at 6%; with 50% employer match about $257,174 at 4% or $171,449 at 6%; with 100% employer match about $192,880 at 4% or $128,587 at 6%.
202216$2,168,365$98,173$16,362iApproximate average salary by contribution assumption: employee only about $409,054 at 4% or $272,703 at 6%; with 50% employer match about $272,703 at 4% or $181,802 at 6%; with 100% employer match about $204,527 at 4% or $136,351 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-6$2,168,365$98,173$16,362iApproximate average salary by contribution assumption: employee only about $409,054 at 4% or $272,703 at 6%; with 50% employer match about $272,703 at 4% or $181,802 at 6%; with 100% employer match about $204,527 at 4% or $136,351 at 6%.
202115$2,367,608$91,329$18,266iApproximate average salary by contribution assumption: employee only about $456,645 at 4% or $304,430 at 6%; with 50% employer match about $304,430 at 4% or $202,953 at 6%; with 100% employer match about $228,323 at 4% or $152,215 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-5$2,367,608$91,329$18,266iApproximate average salary by contribution assumption: employee only about $456,645 at 4% or $304,430 at 6%; with 50% employer match about $304,430 at 4% or $202,953 at 6%; with 100% employer match about $228,323 at 4% or $152,215 at 6%.
202015$2,165,509$87,397$17,479iApproximate average salary by contribution assumption: employee only about $436,985 at 4% or $291,323 at 6%; with 50% employer match about $291,323 at 4% or $194,216 at 6%; with 100% employer match about $218,493 at 4% or $145,662 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-5$2,165,509$87,397$17,479iApproximate average salary by contribution assumption: employee only about $436,985 at 4% or $291,323 at 6%; with 50% employer match about $291,323 at 4% or $194,216 at 6%; with 100% employer match about $218,493 at 4% or $145,662 at 6%.
201915$1,632,174$85,384$17,077iApproximate average salary by contribution assumption: employee only about $426,920 at 4% or $284,613 at 6%; with 50% employer match about $284,613 at 4% or $189,742 at 6%; with 100% employer match about $213,460 at 4% or $142,307 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-5$1,632,174$85,384$17,077iApproximate average salary by contribution assumption: employee only about $426,920 at 4% or $284,613 at 6%; with 50% employer match about $284,613 at 4% or $189,742 at 6%; with 100% employer match about $213,460 at 4% or $142,307 at 6%.
201815$1,221,206$90,189$18,038iApproximate average salary by contribution assumption: employee only about $450,945 at 4% or $300,630 at 6%; with 50% employer match about $300,630 at 4% or $200,420 at 6%; with 100% employer match about $225,473 at 4% or $150,315 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-5$1,221,206$90,189$18,038iApproximate average salary by contribution assumption: employee only about $450,945 at 4% or $300,630 at 6%; with 50% employer match about $300,630 at 4% or $200,420 at 6%; with 100% employer match about $225,473 at 4% or $150,315 at 6%.
201715$1,254,530$91,913$18,383iApproximate average salary by contribution assumption: employee only about $459,565 at 4% or $306,377 at 6%; with 50% employer match about $306,377 at 4% or $204,251 at 6%; with 100% employer match about $229,782 at 4% or $153,188 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-5$1,254,530$91,913$18,383iApproximate average salary by contribution assumption: employee only about $459,565 at 4% or $306,377 at 6%; with 50% employer match about $306,377 at 4% or $204,251 at 6%; with 100% employer match about $229,782 at 4% or $153,188 at 6%.
201615$959,005$87,836$17,567iApproximate average salary by contribution assumption: employee only about $439,180 at 4% or $292,787 at 6%; with 50% employer match about $292,787 at 4% or $195,191 at 6%; with 100% employer match about $219,590 at 4% or $146,393 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-5$959,005$87,836$17,567iApproximate average salary by contribution assumption: employee only about $439,180 at 4% or $292,787 at 6%; with 50% employer match about $292,787 at 4% or $195,191 at 6%; with 100% employer match about $219,590 at 4% or $146,393 at 6%.
201515$773,552$91,555$18,311iApproximate average salary by contribution assumption: employee only about $457,775 at 4% or $305,183 at 6%; with 50% employer match about $305,183 at 4% or $203,456 at 6%; with 100% employer match about $228,888 at 4% or $152,592 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-5$773,552$91,555$18,311iApproximate average salary by contribution assumption: employee only about $457,775 at 4% or $305,183 at 6%; with 50% employer match about $305,183 at 4% or $203,456 at 6%; with 100% employer match about $228,888 at 4% or $152,592 at 6%.
201415$699,319$228,603$45,721iApproximate average salary by contribution assumption: employee only about $1,143,015 at 4% or $762,010 at 6%; with 50% employer match about $762,010 at 4% or $508,007 at 6%; with 100% employer match about $571,508 at 4% or $381,005 at 6%.
Chad D Wallace Dds PLLC 401 K Profit Sharing Plan Trust-5$699,319$228,603$45,721iApproximate average salary by contribution assumption: employee only about $1,143,015 at 4% or $762,010 at 6%; with 50% employer match about $762,010 at 4% or $508,007 at 6%; with 100% employer match about $571,508 at 4% or $381,005 at 6%.