Charles R Caldwell Dds PC
Plan context: Charles R Caldwell Dds PC Profit-Sharing Plan
EIN 38-2380261 • Grand Rapids, MI • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,592,400
2024 Contributions
$117,711
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $1,592,400 | $117,711 | $13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 9 | $1,592,400 | $117,711 | $13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%. |
| 2023 | 1 | 11 | $1,358,635 | $104,768 | $9,524iApproximate average salary by contribution assumption: employee only about $238,109 at 4% or $158,739 at 6%; with 50% employer match about $158,739 at 4% or $105,826 at 6%; with 100% employer match about $119,055 at 4% or $79,370 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $1,358,635 | $104,768 | $9,524iApproximate average salary by contribution assumption: employee only about $238,109 at 4% or $158,739 at 6%; with 50% employer match about $158,739 at 4% or $105,826 at 6%; with 100% employer match about $119,055 at 4% or $79,370 at 6%. |
| 2022 | 1 | 0 | $1,068,165 | $96,199 | - |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 0 | $1,068,165 | $96,199 | - |
| 2021 | 1 | 9 | $1,209,448 | $84,690 | $9,410iApproximate average salary by contribution assumption: employee only about $235,250 at 4% or $156,833 at 6%; with 50% employer match about $156,833 at 4% or $104,556 at 6%; with 100% employer match about $117,625 at 4% or $78,417 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 9 | $1,209,448 | $84,690 | $9,410iApproximate average salary by contribution assumption: employee only about $235,250 at 4% or $156,833 at 6%; with 50% employer match about $156,833 at 4% or $104,556 at 6%; with 100% employer match about $117,625 at 4% or $78,417 at 6%. |
| 2020 | 1 | 10 | $989,583 | $82,118 | $8,212iApproximate average salary by contribution assumption: employee only about $205,295 at 4% or $136,863 at 6%; with 50% employer match about $136,863 at 4% or $91,242 at 6%; with 100% employer match about $102,647 at 4% or $68,432 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 10 | $989,583 | $82,118 | $8,212iApproximate average salary by contribution assumption: employee only about $205,295 at 4% or $136,863 at 6%; with 50% employer match about $136,863 at 4% or $91,242 at 6%; with 100% employer match about $102,647 at 4% or $68,432 at 6%. |
| 2019 | 1 | 10 | $759,587 | $87,009 | $8,701iApproximate average salary by contribution assumption: employee only about $217,523 at 4% or $145,015 at 6%; with 50% employer match about $145,015 at 4% or $96,677 at 6%; with 100% employer match about $108,761 at 4% or $72,508 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 10 | $759,587 | $87,009 | $8,701iApproximate average salary by contribution assumption: employee only about $217,523 at 4% or $145,015 at 6%; with 50% employer match about $145,015 at 4% or $96,677 at 6%; with 100% employer match about $108,761 at 4% or $72,508 at 6%. |
| 2018 | 1 | 7 | $580,195 | $83,738 | $11,963iApproximate average salary by contribution assumption: employee only about $299,064 at 4% or $199,376 at 6%; with 50% employer match about $199,376 at 4% or $132,917 at 6%; with 100% employer match about $149,532 at 4% or $99,688 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 7 | $580,195 | $83,738 | $11,963iApproximate average salary by contribution assumption: employee only about $299,064 at 4% or $199,376 at 6%; with 50% employer match about $199,376 at 4% or $132,917 at 6%; with 100% employer match about $149,532 at 4% or $99,688 at 6%. |
| 2017 | 1 | 7 | $594,162 | $92,056 | $13,151iApproximate average salary by contribution assumption: employee only about $328,771 at 4% or $219,181 at 6%; with 50% employer match about $219,181 at 4% or $146,121 at 6%; with 100% employer match about $164,386 at 4% or $109,590 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 7 | $594,162 | $92,056 | $13,151iApproximate average salary by contribution assumption: employee only about $328,771 at 4% or $219,181 at 6%; with 50% employer match about $219,181 at 4% or $146,121 at 6%; with 100% employer match about $164,386 at 4% or $109,590 at 6%. |
| 2016 | 1 | 8 | $481,714 | $98,402 | $12,300iApproximate average salary by contribution assumption: employee only about $307,506 at 4% or $205,004 at 6%; with 50% employer match about $205,004 at 4% or $136,669 at 6%; with 100% employer match about $153,753 at 4% or $102,502 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 8 | $481,714 | $98,402 | $12,300iApproximate average salary by contribution assumption: employee only about $307,506 at 4% or $205,004 at 6%; with 50% employer match about $205,004 at 4% or $136,669 at 6%; with 100% employer match about $153,753 at 4% or $102,502 at 6%. |
| 2015 | 1 | 8 | $361,104 | $105,882 | $13,235iApproximate average salary by contribution assumption: employee only about $330,881 at 4% or $220,588 at 6%; with 50% employer match about $220,588 at 4% or $147,058 at 6%; with 100% employer match about $165,441 at 4% or $110,294 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 8 | $361,104 | $105,882 | $13,235iApproximate average salary by contribution assumption: employee only about $330,881 at 4% or $220,588 at 6%; with 50% employer match about $220,588 at 4% or $147,058 at 6%; with 100% employer match about $165,441 at 4% or $110,294 at 6%. |
| 2014 | 1 | 8 | $4,193,271 | $57,667 | $7,208iApproximate average salary by contribution assumption: employee only about $180,209 at 4% or $120,140 at 6%; with 50% employer match about $120,140 at 4% or $80,093 at 6%; with 100% employer match about $90,105 at 4% or $60,070 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 8 | $4,193,271 | $57,667 | $7,208iApproximate average salary by contribution assumption: employee only about $180,209 at 4% or $120,140 at 6%; with 50% employer match about $120,140 at 4% or $80,093 at 6%; with 100% employer match about $90,105 at 4% or $60,070 at 6%. |
| 2013 | 1 | 9 | $3,904,746 | $56,980 | $6,331iApproximate average salary by contribution assumption: employee only about $158,278 at 4% or $105,519 at 6%; with 50% employer match about $105,519 at 4% or $70,346 at 6%; with 100% employer match about $79,139 at 4% or $52,759 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 9 | $3,904,746 | $56,980 | $6,331iApproximate average salary by contribution assumption: employee only about $158,278 at 4% or $105,519 at 6%; with 50% employer match about $105,519 at 4% or $70,346 at 6%; with 100% employer match about $79,139 at 4% or $52,759 at 6%. |
| 2012 | 1 | 11 | $3,459,401 | $61,098 | $5,554iApproximate average salary by contribution assumption: employee only about $138,859 at 4% or $92,573 at 6%; with 50% employer match about $92,573 at 4% or $61,715 at 6%; with 100% employer match about $69,430 at 4% or $46,286 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $3,459,401 | $61,098 | $5,554iApproximate average salary by contribution assumption: employee only about $138,859 at 4% or $92,573 at 6%; with 50% employer match about $92,573 at 4% or $61,715 at 6%; with 100% employer match about $69,430 at 4% or $46,286 at 6%. |
| 2011 | 1 | 11 | $3,083,188 | $59,871 | $5,443iApproximate average salary by contribution assumption: employee only about $136,070 at 4% or $90,714 at 6%; with 50% employer match about $90,714 at 4% or $60,476 at 6%; with 100% employer match about $68,035 at 4% or $45,357 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $3,083,188 | $59,871 | $5,443iApproximate average salary by contribution assumption: employee only about $136,070 at 4% or $90,714 at 6%; with 50% employer match about $90,714 at 4% or $60,476 at 6%; with 100% employer match about $68,035 at 4% or $45,357 at 6%. |
| 2010 | 1 | 11 | $3,038,117 | $59,221 | $5,384iApproximate average salary by contribution assumption: employee only about $134,593 at 4% or $89,729 at 6%; with 50% employer match about $89,729 at 4% or $59,819 at 6%; with 100% employer match about $67,297 at 4% or $44,864 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $3,038,117 | $59,221 | $5,384iApproximate average salary by contribution assumption: employee only about $134,593 at 4% or $89,729 at 6%; with 50% employer match about $89,729 at 4% or $59,819 at 6%; with 100% employer match about $67,297 at 4% or $44,864 at 6%. |
| 2009 | 1 | 11 | $2,666,563 | $59,202 | $5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $2,666,563 | $59,202 | $5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%. |
| 2008 | 1 | 11 | $2,296,059 | $70,597 | $6,418iApproximate average salary by contribution assumption: employee only about $160,448 at 4% or $106,965 at 6%; with 50% employer match about $106,965 at 4% or $71,310 at 6%; with 100% employer match about $80,224 at 4% or $53,483 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $2,296,059 | $70,597 | $6,418iApproximate average salary by contribution assumption: employee only about $160,448 at 4% or $106,965 at 6%; with 50% employer match about $106,965 at 4% or $71,310 at 6%; with 100% employer match about $80,224 at 4% or $53,483 at 6%. |
| 2007 | 1 | 11 | $3,214,323 | $67,209 | $6,110iApproximate average salary by contribution assumption: employee only about $152,748 at 4% or $101,832 at 6%; with 50% employer match about $101,832 at 4% or $67,888 at 6%; with 100% employer match about $76,374 at 4% or $50,916 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $3,214,323 | $67,209 | $6,110iApproximate average salary by contribution assumption: employee only about $152,748 at 4% or $101,832 at 6%; with 50% employer match about $101,832 at 4% or $67,888 at 6%; with 100% employer match about $76,374 at 4% or $50,916 at 6%. |
| 2006 | 1 | 11 | $2,899,109 | $61,232 | $5,567iApproximate average salary by contribution assumption: employee only about $139,164 at 4% or $92,776 at 6%; with 50% employer match about $92,776 at 4% or $61,851 at 6%; with 100% employer match about $69,582 at 4% or $46,388 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $2,899,109 | $61,232 | $5,567iApproximate average salary by contribution assumption: employee only about $139,164 at 4% or $92,776 at 6%; with 50% employer match about $92,776 at 4% or $61,851 at 6%; with 100% employer match about $69,582 at 4% or $46,388 at 6%. |
| 2005 | 1 | 11 | $2,545,187 | $58,176 | $5,289iApproximate average salary by contribution assumption: employee only about $132,218 at 4% or $88,145 at 6%; with 50% employer match about $88,145 at 4% or $58,764 at 6%; with 100% employer match about $66,109 at 4% or $44,073 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $2,545,187 | $58,176 | $5,289iApproximate average salary by contribution assumption: employee only about $132,218 at 4% or $88,145 at 6%; with 50% employer match about $88,145 at 4% or $58,764 at 6%; with 100% employer match about $66,109 at 4% or $44,073 at 6%. |
| 2004 | 1 | 11 | $2,324,245 | $55,994 | $5,090iApproximate average salary by contribution assumption: employee only about $127,259 at 4% or $84,839 at 6%; with 50% employer match about $84,839 at 4% or $56,560 at 6%; with 100% employer match about $63,630 at 4% or $42,420 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 11 | $2,324,245 | $55,994 | $5,090iApproximate average salary by contribution assumption: employee only about $127,259 at 4% or $84,839 at 6%; with 50% employer match about $84,839 at 4% or $56,560 at 6%; with 100% employer match about $63,630 at 4% or $42,420 at 6%. |
| 2003 | 1 | 9 | $2,073,103 | $51,619 | $5,735iApproximate average salary by contribution assumption: employee only about $143,386 at 4% or $95,591 at 6%; with 50% employer match about $95,591 at 4% or $63,727 at 6%; with 100% employer match about $71,693 at 4% or $47,795 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 9 | $2,073,103 | $51,619 | $5,735iApproximate average salary by contribution assumption: employee only about $143,386 at 4% or $95,591 at 6%; with 50% employer match about $95,591 at 4% or $63,727 at 6%; with 100% employer match about $71,693 at 4% or $47,795 at 6%. |
| 2002 | 1 | 9 | $0 | $0 | - |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 9 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 8 | $1,958,539 | $44,695 | $5,587iApproximate average salary by contribution assumption: employee only about $139,672 at 4% or $93,115 at 6%; with 50% employer match about $93,115 at 4% or $62,076 at 6%; with 100% employer match about $69,836 at 4% or $46,557 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 8 | $1,958,539 | $44,695 | $5,587iApproximate average salary by contribution assumption: employee only about $139,672 at 4% or $93,115 at 6%; with 50% employer match about $93,115 at 4% or $62,076 at 6%; with 100% employer match about $69,836 at 4% or $46,557 at 6%. |
| 1999 | 1 | 9 | $1,909,454 | $46,227 | $5,136iApproximate average salary by contribution assumption: employee only about $128,408 at 4% or $85,606 at 6%; with 50% employer match about $85,606 at 4% or $57,070 at 6%; with 100% employer match about $64,204 at 4% or $42,803 at 6%. |
| Charles R Caldwell Dds PC Profit-Sharing Plan | - | 9 | $1,909,454 | $46,227 | $5,136iApproximate average salary by contribution assumption: employee only about $128,408 at 4% or $85,606 at 6%; with 50% employer match about $85,606 at 4% or $57,070 at 6%; with 100% employer match about $64,204 at 4% or $42,803 at 6%. |