Civic Intelligence

Jody P. Wallace, Dds PLLC

Plan context: Jody P. Wallace, Dds PLLC Retirement Plan

EIN 54-2081638 • Graham, NC • 22 filings • 1 plans

2148 Highway 54Graham, NC 27253
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,567,295

2024 Contributions

$132,753

Historical Graphs

Total Assets Over Time

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

$2,567,295$1,283,648$0200320142024YearValue
$2,567,295Latest year 2024

Participants Over Time

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

950200320142024YearValue
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
202418$2,567,295$132,753$16,594iApproximate average salary by contribution assumption: employee only about $414,853 at 4% or $276,569 at 6%; with 50% employer match about $276,569 at 4% or $184,379 at 6%; with 100% employer match about $207,427 at 4% or $138,284 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-8$2,567,295$132,753$16,594iApproximate average salary by contribution assumption: employee only about $414,853 at 4% or $276,569 at 6%; with 50% employer match about $276,569 at 4% or $184,379 at 6%; with 100% employer match about $207,427 at 4% or $138,284 at 6%.
202318$2,231,417$174,975$21,872iApproximate average salary by contribution assumption: employee only about $546,797 at 4% or $364,531 at 6%; with 50% employer match about $364,531 at 4% or $243,021 at 6%; with 100% employer match about $273,398 at 4% or $182,266 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-8$2,231,417$174,975$21,872iApproximate average salary by contribution assumption: employee only about $546,797 at 4% or $364,531 at 6%; with 50% employer match about $364,531 at 4% or $243,021 at 6%; with 100% employer match about $273,398 at 4% or $182,266 at 6%.
202218$1,761,332$139,965$17,496iApproximate average salary by contribution assumption: employee only about $437,391 at 4% or $291,594 at 6%; with 50% employer match about $291,594 at 4% or $194,396 at 6%; with 100% employer match about $218,695 at 4% or $145,797 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-8$1,761,332$139,965$17,496iApproximate average salary by contribution assumption: employee only about $437,391 at 4% or $291,594 at 6%; with 50% employer match about $291,594 at 4% or $194,396 at 6%; with 100% employer match about $218,695 at 4% or $145,797 at 6%.
202119$2,065,455$158,209$17,579iApproximate average salary by contribution assumption: employee only about $439,469 at 4% or $292,980 at 6%; with 50% employer match about $292,980 at 4% or $195,320 at 6%; with 100% employer match about $219,735 at 4% or $146,490 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-9$2,065,455$158,209$17,579iApproximate average salary by contribution assumption: employee only about $439,469 at 4% or $292,980 at 6%; with 50% employer match about $292,980 at 4% or $195,320 at 6%; with 100% employer match about $219,735 at 4% or $146,490 at 6%.
202018$1,811,062$63,335$7,917iApproximate average salary by contribution assumption: employee only about $197,922 at 4% or $131,948 at 6%; with 50% employer match about $131,948 at 4% or $87,965 at 6%; with 100% employer match about $98,961 at 4% or $65,974 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-8$1,811,062$63,335$7,917iApproximate average salary by contribution assumption: employee only about $197,922 at 4% or $131,948 at 6%; with 50% employer match about $131,948 at 4% or $87,965 at 6%; with 100% employer match about $98,961 at 4% or $65,974 at 6%.
201919$1,512,005$92,488$10,276iApproximate average salary by contribution assumption: employee only about $256,911 at 4% or $171,274 at 6%; with 50% employer match about $171,274 at 4% or $114,183 at 6%; with 100% employer match about $128,456 at 4% or $85,637 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-9$1,512,005$92,488$10,276iApproximate average salary by contribution assumption: employee only about $256,911 at 4% or $171,274 at 6%; with 50% employer match about $171,274 at 4% or $114,183 at 6%; with 100% employer match about $128,456 at 4% or $85,637 at 6%.
201819$1,183,722$123,631$13,737iApproximate average salary by contribution assumption: employee only about $343,419 at 4% or $228,946 at 6%; with 50% employer match about $228,946 at 4% or $152,631 at 6%; with 100% employer match about $171,710 at 4% or $114,473 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-9$1,183,722$123,631$13,737iApproximate average salary by contribution assumption: employee only about $343,419 at 4% or $228,946 at 6%; with 50% employer match about $228,946 at 4% or $152,631 at 6%; with 100% employer match about $171,710 at 4% or $114,473 at 6%.
201718$1,125,774$105,525$13,191iApproximate average salary by contribution assumption: employee only about $329,766 at 4% or $219,844 at 6%; with 50% employer match about $219,844 at 4% or $146,563 at 6%; with 100% employer match about $164,883 at 4% or $109,922 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-8$1,125,774$105,525$13,191iApproximate average salary by contribution assumption: employee only about $329,766 at 4% or $219,844 at 6%; with 50% employer match about $219,844 at 4% or $146,563 at 6%; with 100% employer match about $164,883 at 4% or $109,922 at 6%.
201617$884,576$100,474$14,353iApproximate average salary by contribution assumption: employee only about $358,836 at 4% or $239,224 at 6%; with 50% employer match about $239,224 at 4% or $159,483 at 6%; with 100% employer match about $179,418 at 4% or $119,612 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-7$884,576$100,474$14,353iApproximate average salary by contribution assumption: employee only about $358,836 at 4% or $239,224 at 6%; with 50% employer match about $239,224 at 4% or $159,483 at 6%; with 100% employer match about $179,418 at 4% or $119,612 at 6%.
201517$729,404$35,712$5,102iApproximate average salary by contribution assumption: employee only about $127,543 at 4% or $85,029 at 6%; with 50% employer match about $85,029 at 4% or $56,686 at 6%; with 100% employer match about $63,771 at 4% or $42,514 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-7$729,404$35,712$5,102iApproximate average salary by contribution assumption: employee only about $127,543 at 4% or $85,029 at 6%; with 50% employer match about $85,029 at 4% or $56,686 at 6%; with 100% employer match about $63,771 at 4% or $42,514 at 6%.
201417$699,033$38,485$5,498iApproximate average salary by contribution assumption: employee only about $137,446 at 4% or $91,631 at 6%; with 50% employer match about $91,631 at 4% or $61,087 at 6%; with 100% employer match about $68,723 at 4% or $45,815 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-7$699,033$38,485$5,498iApproximate average salary by contribution assumption: employee only about $137,446 at 4% or $91,631 at 6%; with 50% employer match about $91,631 at 4% or $61,087 at 6%; with 100% employer match about $68,723 at 4% or $45,815 at 6%.
201317$618,402$59,204$8,458iApproximate average salary by contribution assumption: employee only about $211,443 at 4% or $140,962 at 6%; with 50% employer match about $140,962 at 4% or $93,975 at 6%; with 100% employer match about $105,721 at 4% or $70,481 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-7$618,402$59,204$8,458iApproximate average salary by contribution assumption: employee only about $211,443 at 4% or $140,962 at 6%; with 50% employer match about $140,962 at 4% or $93,975 at 6%; with 100% employer match about $105,721 at 4% or $70,481 at 6%.
201216$448,056$79,130$13,188iApproximate average salary by contribution assumption: employee only about $329,708 at 4% or $219,806 at 6%; with 50% employer match about $219,806 at 4% or $146,537 at 6%; with 100% employer match about $164,854 at 4% or $109,903 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-6$448,056$79,130$13,188iApproximate average salary by contribution assumption: employee only about $329,708 at 4% or $219,806 at 6%; with 50% employer match about $219,806 at 4% or $146,537 at 6%; with 100% employer match about $164,854 at 4% or $109,903 at 6%.
201116$319,793$34,303$5,717iApproximate average salary by contribution assumption: employee only about $142,929 at 4% or $95,286 at 6%; with 50% employer match about $95,286 at 4% or $63,524 at 6%; with 100% employer match about $71,465 at 4% or $47,643 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-6$319,793$34,303$5,717iApproximate average salary by contribution assumption: employee only about $142,929 at 4% or $95,286 at 6%; with 50% employer match about $95,286 at 4% or $63,524 at 6%; with 100% employer match about $71,465 at 4% or $47,643 at 6%.
201016$293,125$33,466$5,578iApproximate average salary by contribution assumption: employee only about $139,442 at 4% or $92,961 at 6%; with 50% employer match about $92,961 at 4% or $61,974 at 6%; with 100% employer match about $69,721 at 4% or $46,481 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-6$293,125$33,466$5,578iApproximate average salary by contribution assumption: employee only about $139,442 at 4% or $92,961 at 6%; with 50% employer match about $92,961 at 4% or $61,974 at 6%; with 100% employer match about $69,721 at 4% or $46,481 at 6%.
200916$230,409$35,274$5,879iApproximate average salary by contribution assumption: employee only about $146,975 at 4% or $97,983 at 6%; with 50% employer match about $97,983 at 4% or $65,322 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-6$230,409$35,274$5,879iApproximate average salary by contribution assumption: employee only about $146,975 at 4% or $97,983 at 6%; with 50% employer match about $97,983 at 4% or $65,322 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%.
200817$149,681$34,778$4,968iApproximate average salary by contribution assumption: employee only about $124,207 at 4% or $82,805 at 6%; with 50% employer match about $82,805 at 4% or $55,203 at 6%; with 100% employer match about $62,104 at 4% or $41,402 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-7$149,681$34,778$4,968iApproximate average salary by contribution assumption: employee only about $124,207 at 4% or $82,805 at 6%; with 50% employer match about $82,805 at 4% or $55,203 at 6%; with 100% employer match about $62,104 at 4% or $41,402 at 6%.
200716$186,838$72,014$12,002iApproximate average salary by contribution assumption: employee only about $300,058 at 4% or $200,039 at 6%; with 50% employer match about $200,039 at 4% or $133,359 at 6%; with 100% employer match about $150,029 at 4% or $100,019 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-6$186,838$72,014$12,002iApproximate average salary by contribution assumption: employee only about $300,058 at 4% or $200,039 at 6%; with 50% employer match about $200,039 at 4% or $133,359 at 6%; with 100% employer match about $150,029 at 4% or $100,019 at 6%.
200616$103,709$33,573$5,596iApproximate average salary by contribution assumption: employee only about $139,888 at 4% or $93,258 at 6%; with 50% employer match about $93,258 at 4% or $62,172 at 6%; with 100% employer match about $69,944 at 4% or $46,629 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-6$103,709$33,573$5,596iApproximate average salary by contribution assumption: employee only about $139,888 at 4% or $93,258 at 6%; with 50% employer match about $93,258 at 4% or $62,172 at 6%; with 100% employer match about $69,944 at 4% or $46,629 at 6%.
200517$63,331$28,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-7$63,331$28,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200417$32,403$27,993$3,999iApproximate average salary by contribution assumption: employee only about $99,975 at 4% or $66,650 at 6%; with 50% employer match about $66,650 at 4% or $44,433 at 6%; with 100% employer match about $49,988 at 4% or $33,325 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-7$32,403$27,993$3,999iApproximate average salary by contribution assumption: employee only about $99,975 at 4% or $66,650 at 6%; with 50% employer match about $66,650 at 4% or $44,433 at 6%; with 100% employer match about $49,988 at 4% or $33,325 at 6%.
200317$2,385$2,311$330iApproximate average salary by contribution assumption: employee only about $8,254 at 4% or $5,502 at 6%; with 50% employer match about $5,502 at 4% or $3,668 at 6%; with 100% employer match about $4,127 at 4% or $2,751 at 6%.
Jody P. Wallace, Dds PLLC Retirement Plan-7$2,385$2,311$330iApproximate average salary by contribution assumption: employee only about $8,254 at 4% or $5,502 at 6%; with 50% employer match about $5,502 at 4% or $3,668 at 6%; with 100% employer match about $4,127 at 4% or $2,751 at 6%.