Civic Intelligence

Donald M. Wallace, Dds Inc.

Plan context: Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust

EIN 54-1216218 • Lynchburg, VA • 21 filings • 6 plans

3700 Old Forest RoadLynchburg, VA 24501-6900
Current Snapshot

Latest Year

2012

2012 Participants

7

2012 Assets

$837,547

2012 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$837,547$418,774$0199920052011YearValue
$837,547Latest year 2011

Participants Over Time

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

740199920052011YearValue
7Latest year 2011

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
201210$0$0-
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-0$0--
201117$837,547$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-7$837,547$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
201015$781,847$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-5$781,847$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
200925$640,922$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-5$640,922$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Donald M Wallace Dds Inc-5---
200826$515,067$79,000$13,167iApproximate average salary by contribution assumption: employee only about $329,167 at 4% or $219,444 at 6%; with 50% employer match about $219,444 at 4% or $146,296 at 6%; with 100% employer match about $164,583 at 4% or $109,722 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-6$515,067$70,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Donald M Wallace Dds Inc-3-$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200726$0$0-
Donald M Wallace Dds Inc-6---
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-6---
200626$447,163$101,142$16,857iApproximate average salary by contribution assumption: employee only about $421,425 at 4% or $280,950 at 6%; with 50% employer match about $280,950 at 4% or $187,300 at 6%; with 100% employer match about $210,713 at 4% or $140,475 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-6$447,163$92,979$15,497iApproximate average salary by contribution assumption: employee only about $387,413 at 4% or $258,275 at 6%; with 50% employer match about $258,275 at 4% or $172,183 at 6%; with 100% employer match about $193,706 at 4% or $129,138 at 6%.
Donald M Wallace Dds Inc-5-$8,163$1,633iApproximate average salary by contribution assumption: employee only about $40,815 at 4% or $27,210 at 6%; with 50% employer match about $27,210 at 4% or $18,140 at 6%; with 100% employer match about $20,408 at 4% or $13,605 at 6%.
200537$313,741$98,151$14,022iApproximate average salary by contribution assumption: employee only about $350,539 at 4% or $233,693 at 6%; with 50% employer match about $233,693 at 4% or $155,795 at 6%; with 100% employer match about $175,270 at 4% or $116,846 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-7$313,741$90,651$12,950iApproximate average salary by contribution assumption: employee only about $323,754 at 4% or $215,836 at 6%; with 50% employer match about $215,836 at 4% or $143,890 at 6%; with 100% employer match about $161,877 at 4% or $107,918 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-0---
Donald M Wallace Dds Inc-5-$7,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200416$220,441$63,360$10,560iApproximate average salary by contribution assumption: employee only about $264,000 at 4% or $176,000 at 6%; with 50% employer match about $176,000 at 4% or $117,333 at 6%; with 100% employer match about $132,000 at 4% or $88,000 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-6$220,441$63,360$10,560iApproximate average salary by contribution assumption: employee only about $264,000 at 4% or $176,000 at 6%; with 50% employer match about $176,000 at 4% or $117,333 at 6%; with 100% employer match about $132,000 at 4% or $88,000 at 6%.
200326$145,232$68,499$11,417iApproximate average salary by contribution assumption: employee only about $285,413 at 4% or $190,275 at 6%; with 50% employer match about $190,275 at 4% or $126,850 at 6%; with 100% employer match about $142,706 at 4% or $95,138 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-6$145,232$68,499$11,417iApproximate average salary by contribution assumption: employee only about $285,413 at 4% or $190,275 at 6%; with 50% employer match about $190,275 at 4% or $126,850 at 6%; with 100% employer match about $142,706 at 4% or $95,138 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-5---
200216$0$0-
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-6---
200117$109,158$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-7$109,158$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200017$88,632$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-7$88,632$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
199915$65,409$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Donald M. Wallace, Dds Inc. Profit Sharing Plan and Trust-5$65,409$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.