Civic Intelligence

Shawn R. Walton, D.D.S.

Plan context: Walton Dental Health 401(K) Plan and Trust

EIN 42-1433734 • Sioux City, IA • 15 filings • 1 plans

2410 Pierce StreetSioux City, IA 51104
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,993,256

2024 Contributions

$108,849

Historical Graphs

Total Assets Over Time

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

$3,993,256$1,996,628$0201020172024YearValue
$3,993,256Latest year 2024

Participants Over Time

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

740201020172024YearValue
5Latest 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
202415$3,993,256$108,849$21,770iApproximate average salary by contribution assumption: employee only about $544,245 at 4% or $362,830 at 6%; with 50% employer match about $362,830 at 4% or $241,887 at 6%; with 100% employer match about $272,123 at 4% or $181,415 at 6%.
Walton Dental Health 401(K) Plan and Trust-5$3,993,256$108,849$21,770iApproximate average salary by contribution assumption: employee only about $544,245 at 4% or $362,830 at 6%; with 50% employer match about $362,830 at 4% or $241,887 at 6%; with 100% employer match about $272,123 at 4% or $181,415 at 6%.
202316$3,001,237$109,136$18,189iApproximate average salary by contribution assumption: employee only about $454,733 at 4% or $303,156 at 6%; with 50% employer match about $303,156 at 4% or $202,104 at 6%; with 100% employer match about $227,367 at 4% or $151,578 at 6%.
Walton Dental Health 401(K) Plan and Trust-6$3,001,237$109,136$18,189iApproximate average salary by contribution assumption: employee only about $454,733 at 4% or $303,156 at 6%; with 50% employer match about $303,156 at 4% or $202,104 at 6%; with 100% employer match about $227,367 at 4% or $151,578 at 6%.
202217$2,212,530$137,044$19,578iApproximate average salary by contribution assumption: employee only about $489,443 at 4% or $326,295 at 6%; with 50% employer match about $326,295 at 4% or $217,530 at 6%; with 100% employer match about $244,721 at 4% or $163,148 at 6%.
Walton Dental Health 401(K) Plan and Trust-7$2,212,530$137,044$19,578iApproximate average salary by contribution assumption: employee only about $489,443 at 4% or $326,295 at 6%; with 50% employer match about $326,295 at 4% or $217,530 at 6%; with 100% employer match about $244,721 at 4% or $163,148 at 6%.
202116$3,124,722$90,281$15,047iApproximate average salary by contribution assumption: employee only about $376,171 at 4% or $250,781 at 6%; with 50% employer match about $250,781 at 4% or $167,187 at 6%; with 100% employer match about $188,085 at 4% or $125,390 at 6%.
Walton Dental Health 401(K) Plan and Trust-6$3,124,722$90,281$15,047iApproximate average salary by contribution assumption: employee only about $376,171 at 4% or $250,781 at 6%; with 50% employer match about $250,781 at 4% or $167,187 at 6%; with 100% employer match about $188,085 at 4% or $125,390 at 6%.
202016$2,504,842$97,016$16,169iApproximate average salary by contribution assumption: employee only about $404,233 at 4% or $269,489 at 6%; with 50% employer match about $269,489 at 4% or $179,659 at 6%; with 100% employer match about $202,117 at 4% or $134,744 at 6%.
Walton Dental Health 401(K) Plan and Trust-6$2,504,842$97,016$16,169iApproximate average salary by contribution assumption: employee only about $404,233 at 4% or $269,489 at 6%; with 50% employer match about $269,489 at 4% or $179,659 at 6%; with 100% employer match about $202,117 at 4% or $134,744 at 6%.
201916$1,915,177$90,297$15,050iApproximate average salary by contribution assumption: employee only about $376,238 at 4% or $250,825 at 6%; with 50% employer match about $250,825 at 4% or $167,217 at 6%; with 100% employer match about $188,119 at 4% or $125,413 at 6%.
Walton Dental Health 401(K) Plan and Trust-6$1,915,177$90,297$15,050iApproximate average salary by contribution assumption: employee only about $376,238 at 4% or $250,825 at 6%; with 50% employer match about $250,825 at 4% or $167,217 at 6%; with 100% employer match about $188,119 at 4% or $125,413 at 6%.
201817$1,489,062$88,450$12,636iApproximate average salary by contribution assumption: employee only about $315,893 at 4% or $210,595 at 6%; with 50% employer match about $210,595 at 4% or $140,397 at 6%; with 100% employer match about $157,946 at 4% or $105,298 at 6%.
Walton Dental Health 401(K) Plan and Trust-7$1,489,062$88,450$12,636iApproximate average salary by contribution assumption: employee only about $315,893 at 4% or $210,595 at 6%; with 50% employer match about $210,595 at 4% or $140,397 at 6%; with 100% employer match about $157,946 at 4% or $105,298 at 6%.
201717$1,482,503$83,287$11,898iApproximate average salary by contribution assumption: employee only about $297,454 at 4% or $198,302 at 6%; with 50% employer match about $198,302 at 4% or $132,202 at 6%; with 100% employer match about $148,727 at 4% or $99,151 at 6%.
Walton Dental Health 401(K) Plan and Trust-7$1,482,503$83,287$11,898iApproximate average salary by contribution assumption: employee only about $297,454 at 4% or $198,302 at 6%; with 50% employer match about $198,302 at 4% or $132,202 at 6%; with 100% employer match about $148,727 at 4% or $99,151 at 6%.
201617$1,245,139$72,553$10,365iApproximate average salary by contribution assumption: employee only about $259,118 at 4% or $172,745 at 6%; with 50% employer match about $172,745 at 4% or $115,163 at 6%; with 100% employer match about $129,559 at 4% or $86,373 at 6%.
Walton Dental Health 401(K) Plan and Trust-7$1,245,139$72,553$10,365iApproximate average salary by contribution assumption: employee only about $259,118 at 4% or $172,745 at 6%; with 50% employer match about $172,745 at 4% or $115,163 at 6%; with 100% employer match about $129,559 at 4% or $86,373 at 6%.
201517$1,030,480$98,203$14,029iApproximate average salary by contribution assumption: employee only about $350,725 at 4% or $233,817 at 6%; with 50% employer match about $233,817 at 4% or $155,878 at 6%; with 100% employer match about $175,363 at 4% or $116,908 at 6%.
Walton Dental Health 401(K) Plan and Trust-7$1,030,480$98,203$14,029iApproximate average salary by contribution assumption: employee only about $350,725 at 4% or $233,817 at 6%; with 50% employer match about $233,817 at 4% or $155,878 at 6%; with 100% employer match about $175,363 at 4% or $116,908 at 6%.
201417$1,015,684$79,521$11,360iApproximate average salary by contribution assumption: employee only about $284,004 at 4% or $189,336 at 6%; with 50% employer match about $189,336 at 4% or $126,224 at 6%; with 100% employer match about $142,002 at 4% or $94,668 at 6%.
Walton Dental Health 401(K) Plan and Trust-7$1,015,684$79,521$11,360iApproximate average salary by contribution assumption: employee only about $284,004 at 4% or $189,336 at 6%; with 50% employer match about $189,336 at 4% or $126,224 at 6%; with 100% employer match about $142,002 at 4% or $94,668 at 6%.
201316$878,954$101,781$16,964iApproximate average salary by contribution assumption: employee only about $424,088 at 4% or $282,725 at 6%; with 50% employer match about $282,725 at 4% or $188,483 at 6%; with 100% employer match about $212,044 at 4% or $141,363 at 6%.
Walton Dental Health 401(K) Plan and Trust-6$878,954$101,781$16,964iApproximate average salary by contribution assumption: employee only about $424,088 at 4% or $282,725 at 6%; with 50% employer match about $282,725 at 4% or $188,483 at 6%; with 100% employer match about $212,044 at 4% or $141,363 at 6%.
201217$724,027$63,839$9,120iApproximate average salary by contribution assumption: employee only about $227,996 at 4% or $151,998 at 6%; with 50% employer match about $151,998 at 4% or $101,332 at 6%; with 100% employer match about $113,998 at 4% or $75,999 at 6%.
Walton Dental Health 401(K) Plan and Trust-7$724,027$63,839$9,120iApproximate average salary by contribution assumption: employee only about $227,996 at 4% or $151,998 at 6%; with 50% employer match about $151,998 at 4% or $101,332 at 6%; with 100% employer match about $113,998 at 4% or $75,999 at 6%.
201117$605,317$75,190$10,741iApproximate average salary by contribution assumption: employee only about $268,536 at 4% or $179,024 at 6%; with 50% employer match about $179,024 at 4% or $119,349 at 6%; with 100% employer match about $134,268 at 4% or $89,512 at 6%.
Walton Dental Health 401(K) Plan and Trust-7$605,317$75,190$10,741iApproximate average salary by contribution assumption: employee only about $268,536 at 4% or $179,024 at 6%; with 50% employer match about $179,024 at 4% or $119,349 at 6%; with 100% employer match about $134,268 at 4% or $89,512 at 6%.
201015$692,635$100,930$20,186iApproximate average salary by contribution assumption: employee only about $504,650 at 4% or $336,433 at 6%; with 50% employer match about $336,433 at 4% or $224,289 at 6%; with 100% employer match about $252,325 at 4% or $168,217 at 6%.
Walton Dental Health 401(K) Plan and Trust-5$692,635$100,930$20,186iApproximate average salary by contribution assumption: employee only about $504,650 at 4% or $336,433 at 6%; with 50% employer match about $336,433 at 4% or $224,289 at 6%; with 100% employer match about $252,325 at 4% or $168,217 at 6%.