Civic Intelligence

John R. Phelps, Dds PC

Plan context: John R. Phelps, Dds PC 401(K) Plan

EIN 35-2066329 • Indianapolis, IN • 15 filings • 2 plans

8902 N. Meridian Street, Suite 139Indianapolis, IN 46260
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$667,426

2025 Contributions

$81,512

Historical Graphs

Total Assets Over Time

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

$1,447,135$723,568$0201820222025YearValue
$667,426Latest year 2025

Participants Over Time

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

630201820222025YearValue
4Latest year 2025

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
202514$667,426$81,512$20,378iApproximate average salary by contribution assumption: employee only about $509,450 at 4% or $339,633 at 6%; with 50% employer match about $339,633 at 4% or $226,422 at 6%; with 100% employer match about $254,725 at 4% or $169,817 at 6%.
John R. Phelps, Dds PC 401(K) Plan-4$667,426$81,512$20,378iApproximate average salary by contribution assumption: employee only about $509,450 at 4% or $339,633 at 6%; with 50% employer match about $339,633 at 4% or $226,422 at 6%; with 100% employer match about $254,725 at 4% or $169,817 at 6%.
202425$1,447,135$269,482$53,896iApproximate average salary by contribution assumption: employee only about $1,347,410 at 4% or $898,273 at 6%; with 50% employer match about $898,273 at 4% or $598,849 at 6%; with 100% employer match about $673,705 at 4% or $449,137 at 6%.
JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN-3$867,953$187,400$62,467iApproximate average salary by contribution assumption: employee only about $1,561,667 at 4% or $1,041,111 at 6%; with 50% employer match about $1,041,111 at 4% or $694,074 at 6%; with 100% employer match about $780,833 at 4% or $520,556 at 6%.
John R. Phelps, Dds PC 401(K) Plan-5$579,182$82,082$16,416iApproximate average salary by contribution assumption: employee only about $410,410 at 4% or $273,607 at 6%; with 50% employer match about $273,607 at 4% or $182,404 at 6%; with 100% employer match about $205,205 at 4% or $136,803 at 6%.
202326$1,080,790$185,632$30,939iApproximate average salary by contribution assumption: employee only about $773,467 at 4% or $515,644 at 6%; with 50% employer match about $515,644 at 4% or $343,763 at 6%; with 100% employer match about $386,733 at 4% or $257,822 at 6%.
JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN-4$617,553$102,702$25,676iApproximate average salary by contribution assumption: employee only about $641,888 at 4% or $427,925 at 6%; with 50% employer match about $427,925 at 4% or $285,283 at 6%; with 100% employer match about $320,944 at 4% or $213,963 at 6%.
John R. Phelps, Dds PC 401(K) Plan-6$463,237$82,930$13,822iApproximate average salary by contribution assumption: employee only about $345,542 at 4% or $230,361 at 6%; with 50% employer match about $230,361 at 4% or $153,574 at 6%; with 100% employer match about $172,771 at 4% or $115,181 at 6%.
202224$836,740$211,340$52,835iApproximate average salary by contribution assumption: employee only about $1,320,875 at 4% or $880,583 at 6%; with 50% employer match about $880,583 at 4% or $587,056 at 6%; with 100% employer match about $660,438 at 4% or $440,292 at 6%.
JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN-4$497,656$144,152$36,038iApproximate average salary by contribution assumption: employee only about $900,950 at 4% or $600,633 at 6%; with 50% employer match about $600,633 at 4% or $400,422 at 6%; with 100% employer match about $450,475 at 4% or $300,317 at 6%.
John R. Phelps, Dds PC 401(K) Plan-4$339,084$67,188$16,797iApproximate average salary by contribution assumption: employee only about $419,925 at 4% or $279,950 at 6%; with 50% employer match about $279,950 at 4% or $186,633 at 6%; with 100% employer match about $209,963 at 4% or $139,975 at 6%.
202125$719,202$184,809$36,962iApproximate average salary by contribution assumption: employee only about $924,045 at 4% or $616,030 at 6%; with 50% employer match about $616,030 at 4% or $410,687 at 6%; with 100% employer match about $462,023 at 4% or $308,015 at 6%.
JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN-3$387,827$104,008$34,669iApproximate average salary by contribution assumption: employee only about $866,733 at 4% or $577,822 at 6%; with 50% employer match about $577,822 at 4% or $385,215 at 6%; with 100% employer match about $433,367 at 4% or $288,911 at 6%.
John R. Phelps, Dds PC 401(K) Plan-5$331,375$80,801$16,160iApproximate average salary by contribution assumption: employee only about $404,005 at 4% or $269,337 at 6%; with 50% employer match about $269,337 at 4% or $179,558 at 6%; with 100% employer match about $202,003 at 4% or $134,668 at 6%.
202025$518,563$178,505$35,701iApproximate average salary by contribution assumption: employee only about $892,525 at 4% or $595,017 at 6%; with 50% employer match about $595,017 at 4% or $396,678 at 6%; with 100% employer match about $446,263 at 4% or $297,508 at 6%.
JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN-3$282,650$106,195$35,398iApproximate average salary by contribution assumption: employee only about $884,958 at 4% or $589,972 at 6%; with 50% employer match about $589,972 at 4% or $393,315 at 6%; with 100% employer match about $442,479 at 4% or $294,986 at 6%.
John R. Phelps, Dds PC 401(K) Plan-5$235,913$72,310$14,462iApproximate average salary by contribution assumption: employee only about $361,550 at 4% or $241,033 at 6%; with 50% employer match about $241,033 at 4% or $160,689 at 6%; with 100% employer match about $180,775 at 4% or $120,517 at 6%.
201925$327,833$144,790$28,958iApproximate average salary by contribution assumption: employee only about $723,950 at 4% or $482,633 at 6%; with 50% employer match about $482,633 at 4% or $321,756 at 6%; with 100% employer match about $361,975 at 4% or $241,317 at 6%.
JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN-3$188,821$88,939$29,646iApproximate average salary by contribution assumption: employee only about $741,158 at 4% or $494,106 at 6%; with 50% employer match about $494,106 at 4% or $329,404 at 6%; with 100% employer match about $370,579 at 4% or $247,053 at 6%.
John R. Phelps, Dds PC 401(K) Plan-5$139,012$55,851$11,170iApproximate average salary by contribution assumption: employee only about $279,255 at 4% or $186,170 at 6%; with 50% employer match about $186,170 at 4% or $124,113 at 6%; with 100% employer match about $139,628 at 4% or $93,085 at 6%.
201825$170,242$171,954$34,391iApproximate average salary by contribution assumption: employee only about $859,770 at 4% or $573,180 at 6%; with 50% employer match about $573,180 at 4% or $382,120 at 6%; with 100% employer match about $429,885 at 4% or $286,590 at 6%.
JOHN R. PHELPS, DDS, PC CASH BALANCE PENSION PLAN-3$100,000$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
John R. Phelps, Dds PC 401(K) Plan-5$70,242$71,954$14,391iApproximate average salary by contribution assumption: employee only about $359,770 at 4% or $239,847 at 6%; with 50% employer match about $239,847 at 4% or $159,898 at 6%; with 100% employer match about $179,885 at 4% or $119,923 at 6%.