Civic Intelligence

Kelly L Walters DMD PC

Plan context: The Dutchess Orthodontics 401(K) Plan

EIN 45-4391785 • Hopewell Junction, NY • 14 filings • 2 plans

1557 Route 82 Suite 5Hopewell Junction, NY 12533
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,742,685

2024 Contributions

$168,469

Historical Graphs

Total Assets Over Time

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

$1,742,685$871,343$0201120182024YearValue
$1,742,685Latest year 2024

Participants Over Time

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

20100201120182024YearValue
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$1,742,685$168,469$8,423iApproximate average salary by contribution assumption: employee only about $210,586 at 4% or $140,391 at 6%; with 50% employer match about $140,391 at 4% or $93,594 at 6%; with 100% employer match about $105,293 at 4% or $70,195 at 6%.
The Dutchess Orthodontics 401(K) Plan-20$1,742,685$168,469$8,423iApproximate average salary by contribution assumption: employee only about $210,586 at 4% or $140,391 at 6%; with 50% employer match about $140,391 at 4% or $93,594 at 6%; with 100% employer match about $105,293 at 4% or $70,195 at 6%.
2023119$1,414,748$166,997$8,789iApproximate average salary by contribution assumption: employee only about $219,733 at 4% or $146,489 at 6%; with 50% employer match about $146,489 at 4% or $97,659 at 6%; with 100% employer match about $109,866 at 4% or $73,244 at 6%.
The Dutchess Orthodontics 401(K) Plan-19$1,414,748$166,997$8,789iApproximate average salary by contribution assumption: employee only about $219,733 at 4% or $146,489 at 6%; with 50% employer match about $146,489 at 4% or $97,659 at 6%; with 100% employer match about $109,866 at 4% or $73,244 at 6%.
2022116$1,323,871$135,102$8,444iApproximate average salary by contribution assumption: employee only about $211,097 at 4% or $140,731 at 6%; with 50% employer match about $140,731 at 4% or $93,821 at 6%; with 100% employer match about $105,548 at 4% or $70,366 at 6%.
The Dutchess Orthodontics 401(K) Plan-16$1,323,871$135,102$8,444iApproximate average salary by contribution assumption: employee only about $211,097 at 4% or $140,731 at 6%; with 50% employer match about $140,731 at 4% or $93,821 at 6%; with 100% employer match about $105,548 at 4% or $70,366 at 6%.
2021116$1,529,093$138,106$8,632iApproximate average salary by contribution assumption: employee only about $215,791 at 4% or $143,860 at 6%; with 50% employer match about $143,860 at 4% or $95,907 at 6%; with 100% employer match about $107,895 at 4% or $71,930 at 6%.
The Dutchess Orthodontics 401(K) Plan-16$1,529,093$138,106$8,632iApproximate average salary by contribution assumption: employee only about $215,791 at 4% or $143,860 at 6%; with 50% employer match about $143,860 at 4% or $95,907 at 6%; with 100% employer match about $107,895 at 4% or $71,930 at 6%.
2020114$1,221,213$129,447$9,246iApproximate average salary by contribution assumption: employee only about $231,155 at 4% or $154,104 at 6%; with 50% employer match about $154,104 at 4% or $102,736 at 6%; with 100% employer match about $115,578 at 4% or $77,052 at 6%.
The Dutchess Orthodontics 401(K) Plan-14$1,221,213$129,447$9,246iApproximate average salary by contribution assumption: employee only about $231,155 at 4% or $154,104 at 6%; with 50% employer match about $154,104 at 4% or $102,736 at 6%; with 100% employer match about $115,578 at 4% or $77,052 at 6%.
2019113$886,820$129,239$9,941iApproximate average salary by contribution assumption: employee only about $248,537 at 4% or $165,691 at 6%; with 50% employer match about $165,691 at 4% or $110,461 at 6%; with 100% employer match about $124,268 at 4% or $82,846 at 6%.
The Dutchess Orthodontics 401(K) Plan-13$886,820$129,239$9,941iApproximate average salary by contribution assumption: employee only about $248,537 at 4% or $165,691 at 6%; with 50% employer match about $165,691 at 4% or $110,461 at 6%; with 100% employer match about $124,268 at 4% or $82,846 at 6%.
2018111$633,566$123,202$11,200iApproximate average salary by contribution assumption: employee only about $280,005 at 4% or $186,670 at 6%; with 50% employer match about $186,670 at 4% or $124,446 at 6%; with 100% employer match about $140,002 at 4% or $93,335 at 6%.
The Dutchess Orthodontics 401(K) Plan-11$633,566$123,202$11,200iApproximate average salary by contribution assumption: employee only about $280,005 at 4% or $186,670 at 6%; with 50% employer match about $186,670 at 4% or $124,446 at 6%; with 100% employer match about $140,002 at 4% or $93,335 at 6%.
2017110$562,787$113,341$11,334iApproximate average salary by contribution assumption: employee only about $283,353 at 4% or $188,902 at 6%; with 50% employer match about $188,902 at 4% or $125,934 at 6%; with 100% employer match about $141,676 at 4% or $94,451 at 6%.
The Dutchess Orthodontics 401(K) Plan-10$562,787$113,341$11,334iApproximate average salary by contribution assumption: employee only about $283,353 at 4% or $188,902 at 6%; with 50% employer match about $188,902 at 4% or $125,934 at 6%; with 100% employer match about $141,676 at 4% or $94,451 at 6%.
201618$369,747$105,515$13,189iApproximate average salary by contribution assumption: employee only about $329,734 at 4% or $219,823 at 6%; with 50% employer match about $219,823 at 4% or $146,549 at 6%; with 100% employer match about $164,867 at 4% or $109,911 at 6%.
The Dutchess Orthodontics 401(K) Plan-8$369,747$105,515$13,189iApproximate average salary by contribution assumption: employee only about $329,734 at 4% or $219,823 at 6%; with 50% employer match about $219,823 at 4% or $146,549 at 6%; with 100% employer match about $164,867 at 4% or $109,911 at 6%.
201518$258,090$104,110$13,014iApproximate average salary by contribution assumption: employee only about $325,344 at 4% or $216,896 at 6%; with 50% employer match about $216,896 at 4% or $144,597 at 6%; with 100% employer match about $162,672 at 4% or $108,448 at 6%.
The Dutchess Orthodontics 401(K) Plan-8$258,090$104,110$13,014iApproximate average salary by contribution assumption: employee only about $325,344 at 4% or $216,896 at 6%; with 50% employer match about $216,896 at 4% or $144,597 at 6%; with 100% employer match about $162,672 at 4% or $108,448 at 6%.
201418$159,486$40,332$5,042iApproximate average salary by contribution assumption: employee only about $126,038 at 4% or $84,025 at 6%; with 50% employer match about $84,025 at 4% or $56,017 at 6%; with 100% employer match about $63,019 at 4% or $42,013 at 6%.
The Dutchess Orthodontics 401(K) Plan-8$159,486$40,332$5,042iApproximate average salary by contribution assumption: employee only about $126,038 at 4% or $84,025 at 6%; with 50% employer match about $84,025 at 4% or $56,017 at 6%; with 100% employer match about $63,019 at 4% or $42,013 at 6%.
201318$114,359$50,128$6,266iApproximate average salary by contribution assumption: employee only about $156,650 at 4% or $104,433 at 6%; with 50% employer match about $104,433 at 4% or $69,622 at 6%; with 100% employer match about $78,325 at 4% or $52,217 at 6%.
The Dutchess Orthodontics 401(K) Plan-8$114,359$50,128$6,266iApproximate average salary by contribution assumption: employee only about $156,650 at 4% or $104,433 at 6%; with 50% employer match about $104,433 at 4% or $69,622 at 6%; with 100% employer match about $78,325 at 4% or $52,217 at 6%.
201215$55,265$68,948$13,790iApproximate average salary by contribution assumption: employee only about $344,740 at 4% or $229,827 at 6%; with 50% employer match about $229,827 at 4% or $153,218 at 6%; with 100% employer match about $172,370 at 4% or $114,913 at 6%.
The Dutchess Orthodontics 401(K) Plan-5$55,265$68,948$13,790iApproximate average salary by contribution assumption: employee only about $344,740 at 4% or $229,827 at 6%; with 50% employer match about $229,827 at 4% or $153,218 at 6%; with 100% employer match about $172,370 at 4% or $114,913 at 6%.
201119$59,689$61,773$6,864iApproximate average salary by contribution assumption: employee only about $171,592 at 4% or $114,394 at 6%; with 50% employer match about $114,394 at 4% or $76,263 at 6%; with 100% employer match about $85,796 at 4% or $57,197 at 6%.
The Dutchess Orthodontics 401(K) Plan-9$59,689$61,773$6,864iApproximate average salary by contribution assumption: employee only about $171,592 at 4% or $114,394 at 6%; with 50% employer match about $114,394 at 4% or $76,263 at 6%; with 100% employer match about $85,796 at 4% or $57,197 at 6%.