Civic Intelligence

David Lavine, D.D.S., P.A.

Plan context: David Lavine, D.D.S., P.A. Cash Balance Plan and Trust

EIN 52-2240846 • Gaithersburg, MD • 22 filings • 2 plans

12113 Darnestown Rd.Gaithersburg, MD 20878-2205
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$5,572,297

2024 Contributions

$182,954

Historical Graphs

Total Assets Over Time

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

$5,572,297$2,786,149$0201420192024YearValue
$5,572,297Latest year 2024

Participants Over Time

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

1370201420192024YearValue
8Latest 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
202428$5,572,297$182,954$22,869iApproximate average salary by contribution assumption: employee only about $571,731 at 4% or $381,154 at 6%; with 50% employer match about $381,154 at 4% or $254,103 at 6%; with 100% employer match about $285,866 at 4% or $190,577 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-7$3,103,173$112,500$16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-8$2,469,124$70,454$8,807iApproximate average salary by contribution assumption: employee only about $220,169 at 4% or $146,779 at 6%; with 50% employer match about $146,779 at 4% or $97,853 at 6%; with 100% employer match about $110,084 at 4% or $73,390 at 6%.
2023210$4,438,087$206,085$20,609iApproximate average salary by contribution assumption: employee only about $515,213 at 4% or $343,475 at 6%; with 50% employer match about $343,475 at 4% or $228,983 at 6%; with 100% employer match about $257,606 at 4% or $171,738 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-7$2,443,200$112,500$16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-10$1,994,887$93,585$9,359iApproximate average salary by contribution assumption: employee only about $233,963 at 4% or $155,975 at 6%; with 50% employer match about $155,975 at 4% or $103,983 at 6%; with 100% employer match about $116,981 at 4% or $77,988 at 6%.
2022212$3,595,081$216,708$18,059iApproximate average salary by contribution assumption: employee only about $451,475 at 4% or $300,983 at 6%; with 50% employer match about $300,983 at 4% or $200,656 at 6%; with 100% employer match about $225,738 at 4% or $150,492 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-7$2,020,994$120,512$17,216iApproximate average salary by contribution assumption: employee only about $430,400 at 4% or $286,933 at 6%; with 50% employer match about $286,933 at 4% or $191,289 at 6%; with 100% employer match about $215,200 at 4% or $143,467 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-12$1,574,087$96,196$8,016iApproximate average salary by contribution assumption: employee only about $200,408 at 4% or $133,606 at 6%; with 50% employer match about $133,606 at 4% or $89,070 at 6%; with 100% employer match about $100,204 at 4% or $66,803 at 6%.
2021210$4,036,531$198,701$19,870iApproximate average salary by contribution assumption: employee only about $496,752 at 4% or $331,168 at 6%; with 50% employer match about $331,168 at 4% or $220,779 at 6%; with 100% employer match about $248,376 at 4% or $165,584 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-8$2,110,460$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-10$1,926,071$78,701$7,870iApproximate average salary by contribution assumption: employee only about $196,753 at 4% or $131,168 at 6%; with 50% employer match about $131,168 at 4% or $87,446 at 6%; with 100% employer match about $98,376 at 4% or $65,584 at 6%.
2020211$3,173,553$232,700$21,155iApproximate average salary by contribution assumption: employee only about $528,864 at 4% or $352,576 at 6%; with 50% employer match about $352,576 at 4% or $235,051 at 6%; with 100% employer match about $264,432 at 4% or $176,288 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-11$1,588,748$70,200$6,382iApproximate average salary by contribution assumption: employee only about $159,545 at 4% or $106,364 at 6%; with 50% employer match about $106,364 at 4% or $70,909 at 6%; with 100% employer match about $79,773 at 4% or $53,182 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-8$1,584,805$162,500$20,313iApproximate average salary by contribution assumption: employee only about $507,813 at 4% or $338,542 at 6%; with 50% employer match about $338,542 at 4% or $225,694 at 6%; with 100% employer match about $253,906 at 4% or $169,271 at 6%.
2019210$2,439,006$239,820$23,982iApproximate average salary by contribution assumption: employee only about $599,550 at 4% or $399,700 at 6%; with 50% employer match about $399,700 at 4% or $266,467 at 6%; with 100% employer match about $299,775 at 4% or $199,850 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-10$1,251,982$68,208$6,821iApproximate average salary by contribution assumption: employee only about $170,520 at 4% or $113,680 at 6%; with 50% employer match about $113,680 at 4% or $75,787 at 6%; with 100% employer match about $85,260 at 4% or $56,840 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-7$1,187,024$171,612$24,516iApproximate average salary by contribution assumption: employee only about $612,900 at 4% or $408,600 at 6%; with 50% employer match about $408,600 at 4% or $272,400 at 6%; with 100% employer match about $306,450 at 4% or $204,300 at 6%.
2018213$1,751,986$246,590$18,968iApproximate average salary by contribution assumption: employee only about $474,212 at 4% or $316,141 at 6%; with 50% employer match about $316,141 at 4% or $210,761 at 6%; with 100% employer match about $237,106 at 4% or $158,071 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-13$940,974$68,929$5,302iApproximate average salary by contribution assumption: employee only about $132,556 at 4% or $88,371 at 6%; with 50% employer match about $88,371 at 4% or $58,914 at 6%; with 100% employer match about $66,278 at 4% or $44,185 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-8$811,012$177,661$22,208iApproximate average salary by contribution assumption: employee only about $555,191 at 4% or $370,127 at 6%; with 50% employer match about $370,127 at 4% or $246,751 at 6%; with 100% employer match about $277,595 at 4% or $185,064 at 6%.
2017213$1,578,860$183,023$14,079iApproximate average salary by contribution assumption: employee only about $351,967 at 4% or $234,645 at 6%; with 50% employer match about $234,645 at 4% or $156,430 at 6%; with 100% employer match about $175,984 at 4% or $117,322 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-13$921,425$90,623$6,971iApproximate average salary by contribution assumption: employee only about $174,275 at 4% or $116,183 at 6%; with 50% employer match about $116,183 at 4% or $77,456 at 6%; with 100% employer match about $87,138 at 4% or $58,092 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-10$657,435$92,400$9,240iApproximate average salary by contribution assumption: employee only about $231,000 at 4% or $154,000 at 6%; with 50% employer match about $154,000 at 4% or $102,667 at 6%; with 100% employer match about $115,500 at 4% or $77,000 at 6%.
2016212$1,156,505$216,974$18,081iApproximate average salary by contribution assumption: employee only about $452,029 at 4% or $301,353 at 6%; with 50% employer match about $301,353 at 4% or $200,902 at 6%; with 100% employer match about $226,015 at 4% or $150,676 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-12$677,345$66,174$5,515iApproximate average salary by contribution assumption: employee only about $137,863 at 4% or $91,908 at 6%; with 50% employer match about $91,908 at 4% or $61,272 at 6%; with 100% employer match about $68,931 at 4% or $45,954 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-9$479,160$150,800$16,756iApproximate average salary by contribution assumption: employee only about $418,889 at 4% or $279,259 at 6%; with 50% employer match about $279,259 at 4% or $186,173 at 6%; with 100% employer match about $209,444 at 4% or $139,630 at 6%.
2015213$882,746$215,905$16,608iApproximate average salary by contribution assumption: employee only about $415,202 at 4% or $276,801 at 6%; with 50% employer match about $276,801 at 4% or $184,534 at 6%; with 100% employer match about $207,601 at 4% or $138,401 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-13$585,517$56,142$4,319iApproximate average salary by contribution assumption: employee only about $107,965 at 4% or $71,977 at 6%; with 50% employer match about $71,977 at 4% or $47,985 at 6%; with 100% employer match about $53,983 at 4% or $35,988 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-9$297,229$159,763$17,751iApproximate average salary by contribution assumption: employee only about $443,786 at 4% or $295,857 at 6%; with 50% employer match about $295,857 at 4% or $197,238 at 6%; with 100% employer match about $221,893 at 4% or $147,929 at 6%.
2014212$669,256$202,225$16,852iApproximate average salary by contribution assumption: employee only about $421,302 at 4% or $280,868 at 6%; with 50% employer match about $280,868 at 4% or $187,245 at 6%; with 100% employer match about $210,651 at 4% or $140,434 at 6%.
David Lavine, D.D.S., P.A. Employees' Profit Sharing Plan and Trust-12$524,958$57,927$4,827iApproximate average salary by contribution assumption: employee only about $120,681 at 4% or $80,454 at 6%; with 50% employer match about $80,454 at 4% or $53,636 at 6%; with 100% employer match about $60,341 at 4% or $40,227 at 6%.
David Lavine, D.D.S., P.A. Cash Balance Plan and Trust-9$144,298$144,298$16,033iApproximate average salary by contribution assumption: employee only about $400,828 at 4% or $267,219 at 6%; with 50% employer match about $267,219 at 4% or $178,146 at 6%; with 100% employer match about $200,414 at 4% or $133,609 at 6%.