Civic Intelligence

PONTE VEDRA COSMETIC DENTISTRY

Plan context: DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST

EIN 45-5276363 • Ponte Vedra Beach, FL • 21 filings • 2 plans

100 Professional DrivePonte Vedra Beach, FL 32082
Current Snapshot

Latest Year

2025

2025 Participants

32

2025 Assets

$11,216,745

2025 Contributions

$3,600

Historical Graphs

Total Assets Over Time

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

$11,216,745$5,608,373$0201220182024YearValue
$11,216,745Latest year 2024

Participants Over Time

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

32160201220182024YearValue
32Latest 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
202510$0$3,600-
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-0$0$3,600-
2024132$11,216,745$2,226,397$69,575iApproximate average salary by contribution assumption: employee only about $1,739,373 at 4% or $1,159,582 at 6%; with 50% employer match about $1,159,582 at 4% or $773,055 at 6%; with 100% employer match about $869,686 at 4% or $579,791 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-32$11,216,745$2,226,397$69,575iApproximate average salary by contribution assumption: employee only about $1,739,373 at 4% or $1,159,582 at 6%; with 50% employer match about $1,159,582 at 4% or $773,055 at 6%; with 100% employer match about $869,686 at 4% or $579,791 at 6%.
2023225$7,299,039$282,753$11,310iApproximate average salary by contribution assumption: employee only about $282,753 at 4% or $188,502 at 6%; with 50% employer match about $188,502 at 4% or $125,668 at 6%; with 100% employer match about $141,377 at 4% or $94,251 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-25$7,299,039$282,753$11,310iApproximate average salary by contribution assumption: employee only about $282,753 at 4% or $188,502 at 6%; with 50% employer match about $188,502 at 4% or $125,668 at 6%; with 100% employer match about $141,377 at 4% or $94,251 at 6%.
DRS. NEAL AND WINTER CASH BALANCE PLAN-0$0$0-
2022228$8,061,317$831,260$29,688iApproximate average salary by contribution assumption: employee only about $742,196 at 4% or $494,798 at 6%; with 50% employer match about $494,798 at 4% or $329,865 at 6%; with 100% employer match about $371,098 at 4% or $247,399 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-28$5,721,878$328,973$11,749iApproximate average salary by contribution assumption: employee only about $293,726 at 4% or $195,817 at 6%; with 50% employer match about $195,817 at 4% or $130,545 at 6%; with 100% employer match about $146,863 at 4% or $97,909 at 6%.
DRS. NEAL AND WINTER CASH BALANCE PLAN-19$2,339,439$502,287$26,436iApproximate average salary by contribution assumption: employee only about $660,904 at 4% or $440,603 at 6%; with 50% employer match about $440,603 at 4% or $293,735 at 6%; with 100% employer match about $330,452 at 4% or $220,301 at 6%.
2021230$9,230,904$671,101$22,370iApproximate average salary by contribution assumption: employee only about $559,251 at 4% or $372,834 at 6%; with 50% employer match about $372,834 at 4% or $248,556 at 6%; with 100% employer match about $279,625 at 4% or $186,417 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-30$7,272,140$321,101$10,703iApproximate average salary by contribution assumption: employee only about $267,584 at 4% or $178,389 at 6%; with 50% employer match about $178,389 at 4% or $118,926 at 6%; with 100% employer match about $133,792 at 4% or $89,195 at 6%.
DRS. NEAL AND WINTER CASH BALANCE PLAN-19$1,958,764$350,000$18,421iApproximate average salary by contribution assumption: employee only about $460,526 at 4% or $307,018 at 6%; with 50% employer match about $307,018 at 4% or $204,678 at 6%; with 100% employer match about $230,263 at 4% or $153,509 at 6%.
2020229$7,492,080$611,166$21,075iApproximate average salary by contribution assumption: employee only about $526,867 at 4% or $351,245 at 6%; with 50% employer match about $351,245 at 4% or $234,163 at 6%; with 100% employer match about $263,434 at 4% or $175,622 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-29$6,095,193$261,159$9,005iApproximate average salary by contribution assumption: employee only about $225,137 at 4% or $150,091 at 6%; with 50% employer match about $150,091 at 4% or $100,061 at 6%; with 100% employer match about $112,569 at 4% or $75,046 at 6%.
DRS. NEAL AND WINTER CASH BALANCE PLAN-18$1,396,887$350,007$19,445iApproximate average salary by contribution assumption: employee only about $486,121 at 4% or $324,081 at 6%; with 50% employer match about $324,081 at 4% or $216,054 at 6%; with 100% employer match about $243,060 at 4% or $162,040 at 6%.
2019228$6,155,259$572,042$20,430iApproximate average salary by contribution assumption: employee only about $510,752 at 4% or $340,501 at 6%; with 50% employer match about $340,501 at 4% or $227,001 at 6%; with 100% employer match about $255,376 at 4% or $170,251 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-28$5,125,191$247,289$8,832iApproximate average salary by contribution assumption: employee only about $220,794 at 4% or $147,196 at 6%; with 50% employer match about $147,196 at 4% or $98,131 at 6%; with 100% employer match about $110,397 at 4% or $73,598 at 6%.
DRS. NEAL AND WINTER CASH BALANCE PLAN-17$1,030,068$324,753$19,103iApproximate average salary by contribution assumption: employee only about $477,578 at 4% or $318,385 at 6%; with 50% employer match about $318,385 at 4% or $212,257 at 6%; with 100% employer match about $238,789 at 4% or $159,193 at 6%.
2018225$4,457,569$656,689$26,268iApproximate average salary by contribution assumption: employee only about $656,689 at 4% or $437,793 at 6%; with 50% employer match about $437,793 at 4% or $291,862 at 6%; with 100% employer match about $328,345 at 4% or $218,896 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-25$3,816,673$240,676$9,627iApproximate average salary by contribution assumption: employee only about $240,676 at 4% or $160,451 at 6%; with 50% employer match about $160,451 at 4% or $106,967 at 6%; with 100% employer match about $120,338 at 4% or $80,225 at 6%.
DRS. NEAL AND WINTER CASH BALANCE PLAN-17$640,896$416,013$24,471iApproximate average salary by contribution assumption: employee only about $611,784 at 4% or $407,856 at 6%; with 50% employer match about $407,856 at 4% or $271,904 at 6%; with 100% employer match about $305,892 at 4% or $203,928 at 6%.
2017223$4,176,643$494,243$21,489iApproximate average salary by contribution assumption: employee only about $537,221 at 4% or $358,147 at 6%; with 50% employer match about $358,147 at 4% or $238,765 at 6%; with 100% employer match about $268,610 at 4% or $179,074 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-23$3,942,135$259,735$11,293iApproximate average salary by contribution assumption: employee only about $282,321 at 4% or $188,214 at 6%; with 50% employer match about $188,214 at 4% or $125,476 at 6%; with 100% employer match about $141,160 at 4% or $94,107 at 6%.
DRS. NEAL AND WINTER CASH BALANCE PLAN-17$234,508$234,508$13,795iApproximate average salary by contribution assumption: employee only about $344,865 at 4% or $229,910 at 6%; with 50% employer match about $229,910 at 4% or $153,273 at 6%; with 100% employer match about $172,432 at 4% or $114,955 at 6%.
2016120$3,138,791$307,130$15,357iApproximate average salary by contribution assumption: employee only about $383,913 at 4% or $255,942 at 6%; with 50% employer match about $255,942 at 4% or $170,628 at 6%; with 100% employer match about $191,956 at 4% or $127,971 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-20$3,138,791$307,130$15,357iApproximate average salary by contribution assumption: employee only about $383,913 at 4% or $255,942 at 6%; with 50% employer match about $255,942 at 4% or $170,628 at 6%; with 100% employer match about $191,956 at 4% or $127,971 at 6%.
2015123$2,654,253$303,479$13,195iApproximate average salary by contribution assumption: employee only about $329,868 at 4% or $219,912 at 6%; with 50% employer match about $219,912 at 4% or $146,608 at 6%; with 100% employer match about $164,934 at 4% or $109,956 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-23$2,654,253$303,479$13,195iApproximate average salary by contribution assumption: employee only about $329,868 at 4% or $219,912 at 6%; with 50% employer match about $219,912 at 4% or $146,608 at 6%; with 100% employer match about $164,934 at 4% or $109,956 at 6%.
2014121$2,484,464$161,218$7,677iApproximate average salary by contribution assumption: employee only about $191,926 at 4% or $127,951 at 6%; with 50% employer match about $127,951 at 4% or $85,301 at 6%; with 100% employer match about $95,963 at 4% or $63,975 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-21$2,484,464$161,218$7,677iApproximate average salary by contribution assumption: employee only about $191,926 at 4% or $127,951 at 6%; with 50% employer match about $127,951 at 4% or $85,301 at 6%; with 100% employer match about $95,963 at 4% or $63,975 at 6%.
2013124$2,119,613$201,364$8,390iApproximate average salary by contribution assumption: employee only about $209,754 at 4% or $139,836 at 6%; with 50% employer match about $139,836 at 4% or $93,224 at 6%; with 100% employer match about $104,877 at 4% or $69,918 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-24$2,119,613$201,364$8,390iApproximate average salary by contribution assumption: employee only about $209,754 at 4% or $139,836 at 6%; with 50% employer match about $139,836 at 4% or $93,224 at 6%; with 100% employer match about $104,877 at 4% or $69,918 at 6%.
2012120$1,625,161$182,614$9,131iApproximate average salary by contribution assumption: employee only about $228,268 at 4% or $152,178 at 6%; with 50% employer match about $152,178 at 4% or $101,452 at 6%; with 100% employer match about $114,134 at 4% or $76,089 at 6%.
DRS. NEAL AND WINTER RETIREMENT PLAN AND TRUST-20$1,625,161$182,614$9,131iApproximate average salary by contribution assumption: employee only about $228,268 at 4% or $152,178 at 6%; with 50% employer match about $152,178 at 4% or $101,452 at 6%; with 100% employer match about $114,134 at 4% or $76,089 at 6%.