Chad L. Westfall, Dds PC
Plan context: Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan
EIN 46-2283033 • Abingdon, VA • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$2,845,461
2024 Contributions
$287,438
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 | 2 | 22 | $2,845,461 | $287,438 | $13,065iApproximate average salary by contribution assumption: employee only about $326,634 at 4% or $217,756 at 6%; with 50% employer match about $217,756 at 4% or $145,171 at 6%; with 100% employer match about $163,317 at 4% or $108,878 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 22 | $1,854,239 | $120,569 | $5,480iApproximate average salary by contribution assumption: employee only about $137,010 at 4% or $91,340 at 6%; with 50% employer match about $91,340 at 4% or $60,893 at 6%; with 100% employer match about $68,505 at 4% or $45,670 at 6%. |
| CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST | - | 18 | $991,222 | $166,869 | $9,271iApproximate average salary by contribution assumption: employee only about $231,763 at 4% or $154,508 at 6%; with 50% employer match about $154,508 at 4% or $103,006 at 6%; with 100% employer match about $115,881 at 4% or $77,254 at 6%. |
| 2023 | 2 | 18 | $2,197,664 | $267,991 | $14,888iApproximate average salary by contribution assumption: employee only about $372,210 at 4% or $248,140 at 6%; with 50% employer match about $248,140 at 4% or $165,427 at 6%; with 100% employer match about $186,105 at 4% or $124,070 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 18 | $1,419,135 | $113,109 | $6,284iApproximate average salary by contribution assumption: employee only about $157,096 at 4% or $104,731 at 6%; with 50% employer match about $104,731 at 4% or $69,820 at 6%; with 100% employer match about $78,548 at 4% or $52,365 at 6%. |
| CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST | - | 15 | $778,529 | $154,882 | $10,325iApproximate average salary by contribution assumption: employee only about $258,137 at 4% or $172,091 at 6%; with 50% employer match about $172,091 at 4% or $114,727 at 6%; with 100% employer match about $129,068 at 4% or $86,046 at 6%. |
| 2022 | 2 | 14 | $1,382,178 | $280,609 | $20,044iApproximate average salary by contribution assumption: employee only about $501,088 at 4% or $334,058 at 6%; with 50% employer match about $334,058 at 4% or $222,706 at 6%; with 100% employer match about $250,544 at 4% or $167,029 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 14 | $888,744 | $80,609 | $5,758iApproximate average salary by contribution assumption: employee only about $143,945 at 4% or $95,963 at 6%; with 50% employer match about $95,963 at 4% or $63,975 at 6%; with 100% employer match about $71,972 at 4% or $47,982 at 6%. |
| CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST | - | 10 | $493,434 | $200,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2021 | 2 | 15 | $2,604,277 | $224,249 | $14,950iApproximate average salary by contribution assumption: employee only about $373,748 at 4% or $249,166 at 6%; with 50% employer match about $249,166 at 4% or $166,110 at 6%; with 100% employer match about $186,874 at 4% or $124,583 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 15 | $2,055,811 | $107,012 | $7,134iApproximate average salary by contribution assumption: employee only about $178,353 at 4% or $118,902 at 6%; with 50% employer match about $118,902 at 4% or $79,268 at 6%; with 100% employer match about $89,177 at 4% or $59,451 at 6%. |
| CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST | - | 10 | $548,466 | $117,237 | $11,724iApproximate average salary by contribution assumption: employee only about $293,093 at 4% or $195,395 at 6%; with 50% employer match about $195,395 at 4% or $130,263 at 6%; with 100% employer match about $146,546 at 4% or $97,698 at 6%. |
| 2020 | 2 | 10 | $2,477,119 | $109,403 | $10,940iApproximate average salary by contribution assumption: employee only about $273,508 at 4% or $182,338 at 6%; with 50% employer match about $182,338 at 4% or $121,559 at 6%; with 100% employer match about $136,754 at 4% or $91,169 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 10 | $2,025,892 | $95,937 | $9,594iApproximate average salary by contribution assumption: employee only about $239,843 at 4% or $159,895 at 6%; with 50% employer match about $159,895 at 4% or $106,597 at 6%; with 100% employer match about $119,921 at 4% or $79,948 at 6%. |
| CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST | - | 9 | $451,227 | $13,466 | $1,496iApproximate average salary by contribution assumption: employee only about $37,406 at 4% or $24,937 at 6%; with 50% employer match about $24,937 at 4% or $16,625 at 6%; with 100% employer match about $18,703 at 4% or $12,469 at 6%. |
| 2019 | 2 | 8 | $1,118,396 | $204,594 | $25,574iApproximate average salary by contribution assumption: employee only about $639,356 at 4% or $426,238 at 6%; with 50% employer match about $426,238 at 4% or $284,158 at 6%; with 100% employer match about $319,678 at 4% or $213,119 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 8 | $889,311 | $61,847 | $7,731iApproximate average salary by contribution assumption: employee only about $193,272 at 4% or $128,848 at 6%; with 50% employer match about $128,848 at 4% or $85,899 at 6%; with 100% employer match about $96,636 at 4% or $64,424 at 6%. |
| CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST | - | 7 | $229,085 | $142,747 | $20,392iApproximate average salary by contribution assumption: employee only about $509,811 at 4% or $339,874 at 6%; with 50% employer match about $339,874 at 4% or $226,583 at 6%; with 100% employer match about $254,905 at 4% or $169,937 at 6%. |
| 2018 | 2 | 10 | $684,411 | $179,007 | $17,901iApproximate average salary by contribution assumption: employee only about $447,518 at 4% or $298,345 at 6%; with 50% employer match about $298,345 at 4% or $198,897 at 6%; with 100% employer match about $223,759 at 4% or $149,173 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 10 | $596,814 | $91,410 | $9,141iApproximate average salary by contribution assumption: employee only about $228,525 at 4% or $152,350 at 6%; with 50% employer match about $152,350 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,175 at 6%. |
| CHAD L. WESTFALL, D.D.S., P.C. CASH BALANCE PLAN AND TRUST | - | 8 | $87,597 | $87,597 | $10,950iApproximate average salary by contribution assumption: employee only about $273,741 at 4% or $182,494 at 6%; with 50% employer match about $182,494 at 4% or $121,663 at 6%; with 100% employer match about $136,870 at 4% or $91,247 at 6%. |
| 2017 | 1 | 9 | $551,933 | $86,723 | $9,636iApproximate average salary by contribution assumption: employee only about $240,897 at 4% or $160,598 at 6%; with 50% employer match about $160,598 at 4% or $107,065 at 6%; with 100% employer match about $120,449 at 4% or $80,299 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 9 | $551,933 | $86,723 | $9,636iApproximate average salary by contribution assumption: employee only about $240,897 at 4% or $160,598 at 6%; with 50% employer match about $160,598 at 4% or $107,065 at 6%; with 100% employer match about $120,449 at 4% or $80,299 at 6%. |
| 2016 | 1 | 9 | $412,785 | $86,217 | $9,580iApproximate average salary by contribution assumption: employee only about $239,492 at 4% or $159,661 at 6%; with 50% employer match about $159,661 at 4% or $106,441 at 6%; with 100% employer match about $119,746 at 4% or $79,831 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 9 | $412,785 | $86,217 | $9,580iApproximate average salary by contribution assumption: employee only about $239,492 at 4% or $159,661 at 6%; with 50% employer match about $159,661 at 4% or $106,441 at 6%; with 100% employer match about $119,746 at 4% or $79,831 at 6%. |
| 2015 | 1 | 8 | $294,057 | $83,528 | $10,441iApproximate average salary by contribution assumption: employee only about $261,025 at 4% or $174,017 at 6%; with 50% employer match about $174,017 at 4% or $116,011 at 6%; with 100% employer match about $130,513 at 4% or $87,008 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 8 | $294,057 | $83,528 | $10,441iApproximate average salary by contribution assumption: employee only about $261,025 at 4% or $174,017 at 6%; with 50% employer match about $174,017 at 4% or $116,011 at 6%; with 100% employer match about $130,513 at 4% or $87,008 at 6%. |
| 2014 | 1 | 9 | $214,983 | $213,203 | $23,689iApproximate average salary by contribution assumption: employee only about $592,231 at 4% or $394,820 at 6%; with 50% employer match about $394,820 at 4% or $263,214 at 6%; with 100% employer match about $296,115 at 4% or $197,410 at 6%. |
| Chad L. Westfall, Dds PC Safe Harbor 401(K) Plan | - | 9 | $214,983 | $213,203 | $23,689iApproximate average salary by contribution assumption: employee only about $592,231 at 4% or $394,820 at 6%; with 50% employer match about $394,820 at 4% or $263,214 at 6%; with 100% employer match about $296,115 at 4% or $197,410 at 6%. |