Civic Intelligence

Richard D. Walter, D.M.D., P.A.

Plan context: Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust

EIN 37-1448814 • Lady Lake, FL • 11 filings • 2 plans

1501 N. U.s. Highway 441Suite 1302Lady Lake, FL 32159
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$10,763

2024 Contributions

$113,702

Historical Graphs

Total Assets Over Time

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

$2,026,724$1,013,362$0201420192024YearValue
$10,763Latest year 2024

Participants Over Time

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

1370201420192024YearValue
2Latest 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
202412$10,763$0-
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-2$10,763$0-
2023113$1,979,432$0-
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-13$1,979,432$0-
2022113$1,790,976$113,702$8,746iApproximate average salary by contribution assumption: employee only about $218,658 at 4% or $145,772 at 6%; with 50% employer match about $145,772 at 4% or $97,181 at 6%; with 100% employer match about $109,329 at 4% or $72,886 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-13$1,790,976$113,702$8,746iApproximate average salary by contribution assumption: employee only about $218,658 at 4% or $145,772 at 6%; with 50% employer match about $145,772 at 4% or $97,181 at 6%; with 100% employer match about $109,329 at 4% or $72,886 at 6%.
2021112$2,026,724$102,896$8,575iApproximate average salary by contribution assumption: employee only about $214,367 at 4% or $142,911 at 6%; with 50% employer match about $142,911 at 4% or $95,274 at 6%; with 100% employer match about $107,183 at 4% or $71,456 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-12$2,026,724$102,896$8,575iApproximate average salary by contribution assumption: employee only about $214,367 at 4% or $142,911 at 6%; with 50% employer match about $142,911 at 4% or $95,274 at 6%; with 100% employer match about $107,183 at 4% or $71,456 at 6%.
2020110$1,701,939$59,145$5,915iApproximate average salary by contribution assumption: employee only about $147,863 at 4% or $98,575 at 6%; with 50% employer match about $98,575 at 4% or $65,717 at 6%; with 100% employer match about $73,931 at 4% or $49,288 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-10$1,701,939$59,145$5,915iApproximate average salary by contribution assumption: employee only about $147,863 at 4% or $98,575 at 6%; with 50% employer match about $98,575 at 4% or $65,717 at 6%; with 100% employer match about $73,931 at 4% or $49,288 at 6%.
2019110$1,531,159$100,349$10,035iApproximate average salary by contribution assumption: employee only about $250,873 at 4% or $167,248 at 6%; with 50% employer match about $167,248 at 4% or $111,499 at 6%; with 100% employer match about $125,436 at 4% or $83,624 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-10$1,531,159$100,349$10,035iApproximate average salary by contribution assumption: employee only about $250,873 at 4% or $167,248 at 6%; with 50% employer match about $167,248 at 4% or $111,499 at 6%; with 100% employer match about $125,436 at 4% or $83,624 at 6%.
201817$1,250,399$94,996$13,571iApproximate average salary by contribution assumption: employee only about $339,271 at 4% or $226,181 at 6%; with 50% employer match about $226,181 at 4% or $150,787 at 6%; with 100% employer match about $169,636 at 4% or $113,090 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-7$1,250,399$94,996$13,571iApproximate average salary by contribution assumption: employee only about $339,271 at 4% or $226,181 at 6%; with 50% employer match about $226,181 at 4% or $150,787 at 6%; with 100% employer match about $169,636 at 4% or $113,090 at 6%.
201717$1,234,103$90,143$12,878iApproximate average salary by contribution assumption: employee only about $321,939 at 4% or $214,626 at 6%; with 50% employer match about $214,626 at 4% or $143,084 at 6%; with 100% employer match about $160,970 at 4% or $107,313 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-7$1,234,103$90,143$12,878iApproximate average salary by contribution assumption: employee only about $321,939 at 4% or $214,626 at 6%; with 50% employer match about $214,626 at 4% or $143,084 at 6%; with 100% employer match about $160,970 at 4% or $107,313 at 6%.
201616$1,049,316$88,484$14,747iApproximate average salary by contribution assumption: employee only about $368,683 at 4% or $245,789 at 6%; with 50% employer match about $245,789 at 4% or $163,859 at 6%; with 100% employer match about $184,342 at 4% or $122,894 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-6$1,049,316$88,484$14,747iApproximate average salary by contribution assumption: employee only about $368,683 at 4% or $245,789 at 6%; with 50% employer match about $245,789 at 4% or $163,859 at 6%; with 100% employer match about $184,342 at 4% or $122,894 at 6%.
201518$910,389$95,169$11,896iApproximate average salary by contribution assumption: employee only about $297,403 at 4% or $198,269 at 6%; with 50% employer match about $198,269 at 4% or $132,179 at 6%; with 100% employer match about $148,702 at 4% or $99,134 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-8$910,389$95,169$11,896iApproximate average salary by contribution assumption: employee only about $297,403 at 4% or $198,269 at 6%; with 50% employer match about $198,269 at 4% or $132,179 at 6%; with 100% employer match about $148,702 at 4% or $99,134 at 6%.
201419$111,475$78,265$8,696iApproximate average salary by contribution assumption: employee only about $217,403 at 4% or $144,935 at 6%; with 50% employer match about $144,935 at 4% or $96,623 at 6%; with 100% employer match about $108,701 at 4% or $72,468 at 6%.
Richard D. Walter, D.M.D., P.A., Retirement Plan & Trust-9$111,475$78,265$8,696iApproximate average salary by contribution assumption: employee only about $217,403 at 4% or $144,935 at 6%; with 50% employer match about $144,935 at 4% or $96,623 at 6%; with 100% employer match about $108,701 at 4% or $72,468 at 6%.