Jeffry H Wallen, Dds PC.
Plan context: Jeffry H Wallen, Dds PC. Profit Sharing Plan
EIN 57-1026492 • Myrtle Beach, SC • 45 filings • 9 plans
Current Snapshot
Latest Year
2021
2021 Participants
9
2021 Assets
$743,687
2021 Contributions
$35,917
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 9 | $743,687 | $35,917 | $3,991iApproximate average salary by contribution assumption: employee only about $99,769 at 4% or $66,513 at 6%; with 50% employer match about $66,513 at 4% or $44,342 at 6%; with 100% employer match about $49,885 at 4% or $33,256 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 9 | $743,687 | $35,917 | $3,991iApproximate average salary by contribution assumption: employee only about $99,769 at 4% or $66,513 at 6%; with 50% employer match about $66,513 at 4% or $44,342 at 6%; with 100% employer match about $49,885 at 4% or $33,256 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 9 | $4,206,695 | $101,672 | $11,297iApproximate average salary by contribution assumption: employee only about $282,422 at 4% or $188,281 at 6%; with 50% employer match about $188,281 at 4% or $125,521 at 6%; with 100% employer match about $141,211 at 4% or $94,141 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 9 | $4,206,695 | $101,672 | $11,297iApproximate average salary by contribution assumption: employee only about $282,422 at 4% or $188,281 at 6%; with 50% employer match about $188,281 at 4% or $125,521 at 6%; with 100% employer match about $141,211 at 4% or $94,141 at 6%. |
| 2019 | 1 | 9 | $3,598,826 | $102,058 | $11,340iApproximate average salary by contribution assumption: employee only about $283,494 at 4% or $188,996 at 6%; with 50% employer match about $188,996 at 4% or $125,998 at 6%; with 100% employer match about $141,747 at 4% or $94,498 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 9 | $3,598,826 | $102,058 | $11,340iApproximate average salary by contribution assumption: employee only about $283,494 at 4% or $188,996 at 6%; with 50% employer match about $188,996 at 4% or $125,998 at 6%; with 100% employer match about $141,747 at 4% or $94,498 at 6%. |
| 2018 | 1 | 10 | $3,055,882 | $103,670 | $10,367iApproximate average salary by contribution assumption: employee only about $259,175 at 4% or $172,783 at 6%; with 50% employer match about $172,783 at 4% or $115,189 at 6%; with 100% employer match about $129,588 at 4% or $86,392 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 10 | $3,055,882 | $103,670 | $10,367iApproximate average salary by contribution assumption: employee only about $259,175 at 4% or $172,783 at 6%; with 50% employer match about $172,783 at 4% or $115,189 at 6%; with 100% employer match about $129,588 at 4% or $86,392 at 6%. |
| 2017 | 2 | 9 | $3,097,597 | $2,319,893 | $257,766iApproximate average salary by contribution assumption: employee only about $6,444,147 at 4% or $4,296,098 at 6%; with 50% employer match about $4,296,098 at 4% or $2,864,065 at 6%; with 100% employer match about $3,222,074 at 4% or $2,148,049 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 9 | $3,097,597 | $2,229,914 | $247,768iApproximate average salary by contribution assumption: employee only about $6,194,206 at 4% or $4,129,470 at 6%; with 50% employer match about $4,129,470 at 4% or $2,752,980 at 6%; with 100% employer match about $3,097,103 at 4% or $2,064,735 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 0 | $0 | $89,979 | - |
| 2016 | 2 | 7 | $2,773,883 | $219,497 | $31,357iApproximate average salary by contribution assumption: employee only about $783,918 at 4% or $522,612 at 6%; with 50% employer match about $522,612 at 4% or $348,408 at 6%; with 100% employer match about $391,959 at 4% or $261,306 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 2 | $1,973,555 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 7 | $800,328 | $69,497 | $9,928iApproximate average salary by contribution assumption: employee only about $248,204 at 4% or $165,469 at 6%; with 50% employer match about $165,469 at 4% or $110,313 at 6%; with 100% employer match about $124,102 at 4% or $82,735 at 6%. |
| 2015 | 2 | 6 | $2,491,877 | $204,535 | $34,089iApproximate average salary by contribution assumption: employee only about $852,229 at 4% or $568,153 at 6%; with 50% employer match about $568,153 at 4% or $378,769 at 6%; with 100% employer match about $426,115 at 4% or $284,076 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 3 | $1,779,667 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 6 | $712,210 | $54,535 | $9,089iApproximate average salary by contribution assumption: employee only about $227,229 at 4% or $151,486 at 6%; with 50% employer match about $151,486 at 4% or $100,991 at 6%; with 100% employer match about $113,615 at 4% or $75,743 at 6%. |
| 2014 | 2 | 7 | $2,405,084 | $226,720 | $32,389iApproximate average salary by contribution assumption: employee only about $809,714 at 4% or $539,810 at 6%; with 50% employer match about $539,810 at 4% or $359,873 at 6%; with 100% employer match about $404,857 at 4% or $269,905 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 5 | $1,718,584 | $175,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 7 | $686,500 | $51,720 | $7,389iApproximate average salary by contribution assumption: employee only about $184,714 at 4% or $123,143 at 6%; with 50% employer match about $123,143 at 4% or $82,095 at 6%; with 100% employer match about $92,357 at 4% or $61,571 at 6%. |
| 2013 | 2 | 6 | $2,268,141 | $308,220 | $51,370iApproximate average salary by contribution assumption: employee only about $1,284,250 at 4% or $856,167 at 6%; with 50% employer match about $856,167 at 4% or $570,778 at 6%; with 100% employer match about $642,125 at 4% or $428,083 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 5 | $1,519,878 | $217,720 | $43,544iApproximate average salary by contribution assumption: employee only about $1,088,600 at 4% or $725,733 at 6%; with 50% employer match about $725,733 at 4% or $483,822 at 6%; with 100% employer match about $544,300 at 4% or $362,867 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 6 | $748,263 | $90,500 | $15,083iApproximate average salary by contribution assumption: employee only about $377,083 at 4% or $251,389 at 6%; with 50% employer match about $251,389 at 4% or $167,593 at 6%; with 100% employer match about $188,542 at 4% or $125,694 at 6%. |
| 2012 | 2 | 6 | $2,030,102 | $180,338 | $30,056iApproximate average salary by contribution assumption: employee only about $751,408 at 4% or $500,939 at 6%; with 50% employer match about $500,939 at 4% or $333,959 at 6%; with 100% employer match about $375,704 at 4% or $250,469 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 5 | $1,304,946 | $115,700 | $23,140iApproximate average salary by contribution assumption: employee only about $578,500 at 4% or $385,667 at 6%; with 50% employer match about $385,667 at 4% or $257,111 at 6%; with 100% employer match about $289,250 at 4% or $192,833 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 6 | $725,156 | $64,638 | $10,773iApproximate average salary by contribution assumption: employee only about $269,325 at 4% or $179,550 at 6%; with 50% employer match about $179,550 at 4% or $119,700 at 6%; with 100% employer match about $134,663 at 4% or $89,775 at 6%. |
| 2011 | 2 | 7 | $1,774,433 | $238,352 | $34,050iApproximate average salary by contribution assumption: employee only about $851,257 at 4% or $567,505 at 6%; with 50% employer match about $567,505 at 4% or $378,337 at 6%; with 100% employer match about $425,629 at 4% or $283,752 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 5 | $1,138,390 | $173,235 | $34,647iApproximate average salary by contribution assumption: employee only about $866,175 at 4% or $577,450 at 6%; with 50% employer match about $577,450 at 4% or $384,967 at 6%; with 100% employer match about $433,088 at 4% or $288,725 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 7 | $636,043 | $65,117 | $9,302iApproximate average salary by contribution assumption: employee only about $232,561 at 4% or $155,040 at 6%; with 50% employer match about $155,040 at 4% or $103,360 at 6%; with 100% employer match about $116,280 at 4% or $77,520 at 6%. |
| 2010 | 2 | 7 | $1,546,330 | $163,615 | $23,374iApproximate average salary by contribution assumption: employee only about $584,339 at 4% or $389,560 at 6%; with 50% employer match about $389,560 at 4% or $259,706 at 6%; with 100% employer match about $292,170 at 4% or $194,780 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 5 | $970,226 | $110,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 7 | $576,104 | $53,615 | $7,659iApproximate average salary by contribution assumption: employee only about $191,482 at 4% or $127,655 at 6%; with 50% employer match about $127,655 at 4% or $85,103 at 6%; with 100% employer match about $95,741 at 4% or $63,827 at 6%. |
| 2009 | 2 | 7 | $1,335,136 | $213,004 | $30,429iApproximate average salary by contribution assumption: employee only about $760,729 at 4% or $507,152 at 6%; with 50% employer match about $507,152 at 4% or $338,102 at 6%; with 100% employer match about $380,364 at 4% or $253,576 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 5 | $845,618 | $165,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 7 | $489,518 | $48,004 | $6,858iApproximate average salary by contribution assumption: employee only about $171,443 at 4% or $114,295 at 6%; with 50% employer match about $114,295 at 4% or $76,197 at 6%; with 100% employer match about $85,721 at 4% or $57,148 at 6%. |
| 2008 | 2 | 5 | $1,057,944 | $245,048 | $49,010iApproximate average salary by contribution assumption: employee only about $1,225,240 at 4% or $816,827 at 6%; with 50% employer match about $816,827 at 4% or $544,551 at 6%; with 100% employer match about $612,620 at 4% or $408,413 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 4 | $658,471 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 5 | $399,473 | $45,048 | $9,010iApproximate average salary by contribution assumption: employee only about $225,240 at 4% or $150,160 at 6%; with 50% employer match about $150,160 at 4% or $100,107 at 6%; with 100% employer match about $112,620 at 4% or $75,080 at 6%. |
| 2007 | 2 | 6 | $0 | $0 | - |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 6 | - | - | - |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 5 | - | - | - |
| 2006 | 2 | 5 | $824,355 | $120,087 | $24,017iApproximate average salary by contribution assumption: employee only about $600,435 at 4% or $400,290 at 6%; with 50% employer match about $400,290 at 4% or $266,860 at 6%; with 100% employer match about $300,218 at 4% or $200,145 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 4 | $415,507 | $18,087 | $4,522iApproximate average salary by contribution assumption: employee only about $113,044 at 4% or $75,363 at 6%; with 50% employer match about $75,363 at 4% or $50,242 at 6%; with 100% employer match about $56,522 at 4% or $37,681 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 5 | $408,848 | $102,000 | $20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%. |
| 2005 | 3 | 5 | $662,749 | $117,119 | $23,424iApproximate average salary by contribution assumption: employee only about $585,595 at 4% or $390,397 at 6%; with 50% employer match about $390,397 at 4% or $260,264 at 6%; with 100% employer match about $292,798 at 4% or $195,198 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 5 | $364,909 | $18,119 | $3,624iApproximate average salary by contribution assumption: employee only about $90,595 at 4% or $60,397 at 6%; with 50% employer match about $60,397 at 4% or $40,264 at 6%; with 100% employer match about $45,298 at 4% or $30,198 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 4 | $297,840 | $99,000 | $24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%. |
| Jeffrey H. Wallen, D.D.S. PC. Pension Plan | - | 0 | - | - | - |
| 2004 | 2 | 6 | $542,797 | $126,800 | $21,133iApproximate average salary by contribution assumption: employee only about $528,333 at 4% or $352,222 at 6%; with 50% employer match about $352,222 at 4% or $234,815 at 6%; with 100% employer match about $264,167 at 4% or $176,111 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 6 | $346,815 | $29,800 | $4,967iApproximate average salary by contribution assumption: employee only about $124,167 at 4% or $82,778 at 6%; with 50% employer match about $82,778 at 4% or $55,185 at 6%; with 100% employer match about $62,083 at 4% or $41,389 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 4 | $195,982 | $97,000 | $24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%. |
| 2003 | 3 | 5 | $98,649 | $139,464 | $27,893iApproximate average salary by contribution assumption: employee only about $697,320 at 4% or $464,880 at 6%; with 50% employer match about $464,880 at 4% or $309,920 at 6%; with 100% employer match about $348,660 at 4% or $232,440 at 6%. |
| JEFFREY H. WALLEN, DDS, PC RETIREMENT PLAN | - | 3 | $98,649 | $98,649 | $32,883iApproximate average salary by contribution assumption: employee only about $822,075 at 4% or $548,050 at 6%; with 50% employer match about $548,050 at 4% or $365,367 at 6%; with 100% employer match about $411,038 at 4% or $274,025 at 6%. |
| Jeffrey H. Wallen, D.D.S. PC. Pension Plan | - | 0 | - | - | - |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 5 | - | $40,815 | $8,163iApproximate average salary by contribution assumption: employee only about $204,075 at 4% or $136,050 at 6%; with 50% employer match about $136,050 at 4% or $90,700 at 6%; with 100% employer match about $102,038 at 4% or $68,025 at 6%. |
| 2002 | 2 | 5 | $204,811 | $43,374 | $8,675iApproximate average salary by contribution assumption: employee only about $216,870 at 4% or $144,580 at 6%; with 50% employer match about $144,580 at 4% or $96,387 at 6%; with 100% employer match about $108,435 at 4% or $72,290 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 5 | $122,723 | $24,154 | $4,831iApproximate average salary by contribution assumption: employee only about $120,770 at 4% or $80,513 at 6%; with 50% employer match about $80,513 at 4% or $53,676 at 6%; with 100% employer match about $60,385 at 4% or $40,257 at 6%. |
| Jeffrey H. Wallen, D.D.S. PC. Pension Plan | - | 5 | $82,088 | $19,220 | $3,844iApproximate average salary by contribution assumption: employee only about $96,100 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,033 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 3 | - | - | - |
| Jeffrey H. Wallen, D.D.S. PC. Pension Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Jeffrey H. Wallen, D.D.S. PC. Pension Plan | - | 3 | - | - | - |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 2 | 4 | $186,658 | $37,364 | $9,341iApproximate average salary by contribution assumption: employee only about $233,525 at 4% or $155,683 at 6%; with 50% employer match about $155,683 at 4% or $103,789 at 6%; with 100% employer match about $116,763 at 4% or $77,842 at 6%. |
| Jeffry H Wallen, Dds PC. Profit Sharing Plan | - | 0 | $111,607 | $22,899 | - |
| Jeffrey H. Wallen, D.D.S. PC. Pension Plan | - | 4 | $75,051 | $14,465 | $3,616iApproximate average salary by contribution assumption: employee only about $90,406 at 4% or $60,271 at 6%; with 50% employer match about $60,271 at 4% or $40,181 at 6%; with 100% employer match about $45,203 at 4% or $30,135 at 6%. |