Civic Intelligence

Periodontic Excellence PLLC

Plan context: Periodontic Excellence Retirement Plan & Trust

EIN 35-2264274 • Plano, TX • 12 filings • 1 plans

3465 National Dr., Ste. 100Plano, TX 75025
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,017,354

2024 Contributions

$19,255

Historical Graphs

Total Assets Over Time

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

$1,140,417$570,209$0201320192024YearValue
$1,017,354Latest year 2024

Participants Over Time

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

20100201320192024YearValue
20Latest 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
2024120$1,017,354$19,255$963iApproximate average salary by contribution assumption: employee only about $24,069 at 4% or $16,046 at 6%; with 50% employer match about $16,046 at 4% or $10,697 at 6%; with 100% employer match about $12,034 at 4% or $8,023 at 6%.
Periodontic Excellence Retirement Plan & Trust-20$1,017,354$19,255$963iApproximate average salary by contribution assumption: employee only about $24,069 at 4% or $16,046 at 6%; with 50% employer match about $16,046 at 4% or $10,697 at 6%; with 100% employer match about $12,034 at 4% or $8,023 at 6%.
2023117$1,140,417$56,654$3,333iApproximate average salary by contribution assumption: employee only about $83,315 at 4% or $55,543 at 6%; with 50% employer match about $55,543 at 4% or $37,029 at 6%; with 100% employer match about $41,657 at 4% or $27,772 at 6%.
Periodontic Excellence Retirement Plan & Trust-17$1,140,417$56,654$3,333iApproximate average salary by contribution assumption: employee only about $83,315 at 4% or $55,543 at 6%; with 50% employer match about $55,543 at 4% or $37,029 at 6%; with 100% employer match about $41,657 at 4% or $27,772 at 6%.
2022117$922,668$92,821$5,460iApproximate average salary by contribution assumption: employee only about $136,501 at 4% or $91,001 at 6%; with 50% employer match about $91,001 at 4% or $60,667 at 6%; with 100% employer match about $68,251 at 4% or $45,500 at 6%.
Periodontic Excellence Retirement Plan & Trust-17$922,668$92,821$5,460iApproximate average salary by contribution assumption: employee only about $136,501 at 4% or $91,001 at 6%; with 50% employer match about $91,001 at 4% or $60,667 at 6%; with 100% employer match about $68,251 at 4% or $45,500 at 6%.
2021118$1,056,519$91,700$5,094iApproximate average salary by contribution assumption: employee only about $127,361 at 4% or $84,907 at 6%; with 50% employer match about $84,907 at 4% or $56,605 at 6%; with 100% employer match about $63,681 at 4% or $42,454 at 6%.
Periodontic Excellence Retirement Plan & Trust-18$1,056,519$91,700$5,094iApproximate average salary by contribution assumption: employee only about $127,361 at 4% or $84,907 at 6%; with 50% employer match about $84,907 at 4% or $56,605 at 6%; with 100% employer match about $63,681 at 4% or $42,454 at 6%.
2020113$830,541$98,249$7,558iApproximate average salary by contribution assumption: employee only about $188,940 at 4% or $125,960 at 6%; with 50% employer match about $125,960 at 4% or $83,974 at 6%; with 100% employer match about $94,470 at 4% or $62,980 at 6%.
Periodontic Excellence Retirement Plan & Trust-13$830,541$98,249$7,558iApproximate average salary by contribution assumption: employee only about $188,940 at 4% or $125,960 at 6%; with 50% employer match about $125,960 at 4% or $83,974 at 6%; with 100% employer match about $94,470 at 4% or $62,980 at 6%.
2019112$654,472$108,197$9,016iApproximate average salary by contribution assumption: employee only about $225,410 at 4% or $150,274 at 6%; with 50% employer match about $150,274 at 4% or $100,182 at 6%; with 100% employer match about $112,705 at 4% or $75,137 at 6%.
Periodontic Excellence Retirement Plan & Trust-12$654,472$108,197$9,016iApproximate average salary by contribution assumption: employee only about $225,410 at 4% or $150,274 at 6%; with 50% employer match about $150,274 at 4% or $100,182 at 6%; with 100% employer match about $112,705 at 4% or $75,137 at 6%.
2018113$500,575$96,332$7,410iApproximate average salary by contribution assumption: employee only about $185,254 at 4% or $123,503 at 6%; with 50% employer match about $123,503 at 4% or $82,335 at 6%; with 100% employer match about $92,627 at 4% or $61,751 at 6%.
Periodontic Excellence Retirement Plan & Trust-13$500,575$96,332$7,410iApproximate average salary by contribution assumption: employee only about $185,254 at 4% or $123,503 at 6%; with 50% employer match about $123,503 at 4% or $82,335 at 6%; with 100% employer match about $92,627 at 4% or $61,751 at 6%.
201719$440,100$95,128$10,570iApproximate average salary by contribution assumption: employee only about $264,244 at 4% or $176,163 at 6%; with 50% employer match about $176,163 at 4% or $117,442 at 6%; with 100% employer match about $132,122 at 4% or $88,081 at 6%.
Periodontic Excellence Retirement Plan & Trust-9$440,100$95,128$10,570iApproximate average salary by contribution assumption: employee only about $264,244 at 4% or $176,163 at 6%; with 50% employer match about $176,163 at 4% or $117,442 at 6%; with 100% employer match about $132,122 at 4% or $88,081 at 6%.
201619$314,358$92,244$10,249iApproximate average salary by contribution assumption: employee only about $256,233 at 4% or $170,822 at 6%; with 50% employer match about $170,822 at 4% or $113,881 at 6%; with 100% employer match about $128,117 at 4% or $85,411 at 6%.
Periodontic Excellence Retirement Plan & Trust-9$314,358$92,244$10,249iApproximate average salary by contribution assumption: employee only about $256,233 at 4% or $170,822 at 6%; with 50% employer match about $170,822 at 4% or $113,881 at 6%; with 100% employer match about $128,117 at 4% or $85,411 at 6%.
201519$207,987$85,983$9,554iApproximate average salary by contribution assumption: employee only about $238,842 at 4% or $159,228 at 6%; with 50% employer match about $159,228 at 4% or $106,152 at 6%; with 100% employer match about $119,421 at 4% or $79,614 at 6%.
Periodontic Excellence Retirement Plan & Trust-9$207,987$85,983$9,554iApproximate average salary by contribution assumption: employee only about $238,842 at 4% or $159,228 at 6%; with 50% employer match about $159,228 at 4% or $106,152 at 6%; with 100% employer match about $119,421 at 4% or $79,614 at 6%.
2014112$130,884$84,693$7,058iApproximate average salary by contribution assumption: employee only about $176,444 at 4% or $117,629 at 6%; with 50% employer match about $117,629 at 4% or $78,419 at 6%; with 100% employer match about $88,222 at 4% or $58,815 at 6%.
Periodontic Excellence Retirement Plan & Trust-12$130,884$84,693$7,058iApproximate average salary by contribution assumption: employee only about $176,444 at 4% or $117,629 at 6%; with 50% employer match about $117,629 at 4% or $78,419 at 6%; with 100% employer match about $88,222 at 4% or $58,815 at 6%.
201318$45,449$45,449$5,681iApproximate average salary by contribution assumption: employee only about $142,028 at 4% or $94,685 at 6%; with 50% employer match about $94,685 at 4% or $63,124 at 6%; with 100% employer match about $71,014 at 4% or $47,343 at 6%.
Periodontic Excellence Retirement Plan & Trust-8$45,449$45,449$5,681iApproximate average salary by contribution assumption: employee only about $142,028 at 4% or $94,685 at 6%; with 50% employer match about $94,685 at 4% or $63,124 at 6%; with 100% employer match about $71,014 at 4% or $47,343 at 6%.