Paul D. Walters, DMD, Pa
Plan context: PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN
EIN 57-1076282 • Landrum, SC • 33 filings • 6 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$620,272
2019 Contributions
$85,000
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2018 | 2 | 5 | $620,272 | $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%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 5 | $620,272 | $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%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 0 | $0 | $0 | - |
| 2017 | 2 | 6 | $2,158,203 | $109,987 | $18,331iApproximate average salary by contribution assumption: employee only about $458,279 at 4% or $305,519 at 6%; with 50% employer match about $305,519 at 4% or $203,680 at 6%; with 100% employer match about $229,140 at 4% or $152,760 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 6 | $1,612,788 | $67,806 | $11,301iApproximate average salary by contribution assumption: employee only about $282,525 at 4% or $188,350 at 6%; with 50% employer match about $188,350 at 4% or $125,567 at 6%; with 100% employer match about $141,263 at 4% or $94,175 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 5 | $545,415 | $42,181 | $8,436iApproximate average salary by contribution assumption: employee only about $210,905 at 4% or $140,603 at 6%; with 50% employer match about $140,603 at 4% or $93,736 at 6%; with 100% employer match about $105,453 at 4% or $70,302 at 6%. |
| 2016 | 2 | 5 | $1,920,045 | $63,818 | $12,764iApproximate average salary by contribution assumption: employee only about $319,090 at 4% or $212,727 at 6%; with 50% employer match about $212,727 at 4% or $141,818 at 6%; with 100% employer match about $159,545 at 4% or $106,363 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $1,449,874 | $63,818 | $12,764iApproximate average salary by contribution assumption: employee only about $319,090 at 4% or $212,727 at 6%; with 50% employer match about $212,727 at 4% or $141,818 at 6%; with 100% employer match about $159,545 at 4% or $106,363 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 4 | $470,171 | $0 | - |
| 2015 | 2 | 5 | $1,771,604 | $118,841 | $23,768iApproximate average salary by contribution assumption: employee only about $594,205 at 4% or $396,137 at 6%; with 50% employer match about $396,137 at 4% or $264,091 at 6%; with 100% employer match about $297,103 at 4% or $198,068 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $1,325,517 | $63,846 | $12,769iApproximate average salary by contribution assumption: employee only about $319,230 at 4% or $212,820 at 6%; with 50% employer match about $212,820 at 4% or $141,880 at 6%; with 100% employer match about $159,615 at 4% or $106,410 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 4 | $446,087 | $54,995 | $13,749iApproximate average salary by contribution assumption: employee only about $343,719 at 4% or $229,146 at 6%; with 50% employer match about $229,146 at 4% or $152,764 at 6%; with 100% employer match about $171,859 at 4% or $114,573 at 6%. |
| 2014 | 2 | 5 | $1,673,518 | $98,175 | $19,635iApproximate average salary by contribution assumption: employee only about $490,875 at 4% or $327,250 at 6%; with 50% employer match about $327,250 at 4% or $218,167 at 6%; with 100% employer match about $245,438 at 4% or $163,625 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $1,280,549 | $60,418 | $12,084iApproximate average salary by contribution assumption: employee only about $302,090 at 4% or $201,393 at 6%; with 50% employer match about $201,393 at 4% or $134,262 at 6%; with 100% employer match about $151,045 at 4% or $100,697 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 4 | $392,969 | $37,757 | $9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,321 at 6%; with 50% employer match about $157,321 at 4% or $104,881 at 6%; with 100% employer match about $117,991 at 4% or $78,660 at 6%. |
| 2013 | 2 | 5 | $1,531,368 | $112,714 | $22,543iApproximate average salary by contribution assumption: employee only about $563,570 at 4% or $375,713 at 6%; with 50% employer match about $375,713 at 4% or $250,476 at 6%; with 100% employer match about $281,785 at 4% or $187,857 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $1,185,619 | $64,957 | $12,991iApproximate average salary by contribution assumption: employee only about $324,785 at 4% or $216,523 at 6%; with 50% employer match about $216,523 at 4% or $144,349 at 6%; with 100% employer match about $162,393 at 4% or $108,262 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 4 | $345,749 | $47,757 | $11,939iApproximate average salary by contribution assumption: employee only about $298,481 at 4% or $198,988 at 6%; with 50% employer match about $198,988 at 4% or $132,658 at 6%; with 100% employer match about $149,241 at 4% or $99,494 at 6%. |
| 2012 | 2 | 5 | $1,378,764 | $111,836 | $22,367iApproximate average salary by contribution assumption: employee only about $559,180 at 4% or $372,787 at 6%; with 50% employer match about $372,787 at 4% or $248,524 at 6%; with 100% employer match about $279,590 at 4% or $186,393 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $1,071,618 | $64,031 | $12,806iApproximate average salary by contribution assumption: employee only about $320,155 at 4% or $213,437 at 6%; with 50% employer match about $213,437 at 4% or $142,291 at 6%; with 100% employer match about $160,078 at 4% or $106,718 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 5 | $307,146 | $47,805 | $9,561iApproximate average salary by contribution assumption: employee only about $239,025 at 4% or $159,350 at 6%; with 50% employer match about $159,350 at 4% or $106,233 at 6%; with 100% employer match about $119,513 at 4% or $79,675 at 6%. |
| 2011 | 2 | 6 | $1,209,014 | $134,425 | $22,404iApproximate average salary by contribution assumption: employee only about $560,104 at 4% or $373,403 at 6%; with 50% employer match about $373,403 at 4% or $248,935 at 6%; with 100% employer match about $280,052 at 4% or $186,701 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 6 | $966,014 | $82,751 | $13,792iApproximate average salary by contribution assumption: employee only about $344,796 at 4% or $229,864 at 6%; with 50% employer match about $229,864 at 4% or $153,243 at 6%; with 100% employer match about $172,398 at 4% or $114,932 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 5 | $243,000 | $51,674 | $10,335iApproximate average salary by contribution assumption: employee only about $258,370 at 4% or $172,247 at 6%; with 50% employer match about $172,247 at 4% or $114,831 at 6%; with 100% employer match about $129,185 at 4% or $86,123 at 6%. |
| 2010 | 2 | 6 | $1,091,551 | $130,078 | $21,680iApproximate average salary by contribution assumption: employee only about $541,992 at 4% or $361,328 at 6%; with 50% employer match about $361,328 at 4% or $240,885 at 6%; with 100% employer match about $270,996 at 4% or $180,664 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 6 | $894,751 | $81,968 | $13,661iApproximate average salary by contribution assumption: employee only about $341,533 at 4% or $227,689 at 6%; with 50% employer match about $227,689 at 4% or $151,793 at 6%; with 100% employer match about $170,767 at 4% or $113,844 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 5 | $196,800 | $48,110 | $9,622iApproximate average salary by contribution assumption: employee only about $240,550 at 4% or $160,367 at 6%; with 50% employer match about $160,367 at 4% or $106,911 at 6%; with 100% employer match about $120,275 at 4% or $80,183 at 6%. |
| 2009 | 2 | 7 | $928,085 | $129,864 | $18,552iApproximate average salary by contribution assumption: employee only about $463,800 at 4% or $309,200 at 6%; with 50% employer match about $309,200 at 4% or $206,133 at 6%; with 100% employer match about $231,900 at 4% or $154,600 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 7 | $777,518 | $78,507 | $11,215iApproximate average salary by contribution assumption: employee only about $280,382 at 4% or $186,921 at 6%; with 50% employer match about $186,921 at 4% or $124,614 at 6%; with 100% employer match about $140,191 at 4% or $93,461 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 6 | $150,567 | $51,357 | $8,560iApproximate average salary by contribution assumption: employee only about $213,988 at 4% or $142,658 at 6%; with 50% employer match about $142,658 at 4% or $95,106 at 6%; with 100% employer match about $106,994 at 4% or $71,329 at 6%. |
| 2008 | 2 | 7 | $621,536 | $76,591 | $10,942iApproximate average salary by contribution assumption: employee only about $273,539 at 4% or $182,360 at 6%; with 50% employer match about $182,360 at 4% or $121,573 at 6%; with 100% employer match about $136,770 at 4% or $91,180 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 7 | $621,536 | $76,591 | $10,942iApproximate average salary by contribution assumption: employee only about $273,539 at 4% or $182,360 at 6%; with 50% employer match about $182,360 at 4% or $121,573 at 6%; with 100% employer match about $136,770 at 4% or $91,180 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 6 | - | - | - |
| 2007 | 2 | 7 | $767,686 | $127,363 | $18,195iApproximate average salary by contribution assumption: employee only about $454,868 at 4% or $303,245 at 6%; with 50% employer match about $303,245 at 4% or $202,163 at 6%; with 100% employer match about $227,434 at 4% or $151,623 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 7 | $715,477 | $75,154 | $10,736iApproximate average salary by contribution assumption: employee only about $268,407 at 4% or $178,938 at 6%; with 50% employer match about $178,938 at 4% or $119,292 at 6%; with 100% employer match about $134,204 at 4% or $89,469 at 6%. |
| PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN | - | 7 | $52,209 | $52,209 | $7,458iApproximate average salary by contribution assumption: employee only about $186,461 at 4% or $124,307 at 6%; with 50% employer match about $124,307 at 4% or $82,871 at 6%; with 100% employer match about $93,230 at 4% or $62,154 at 6%. |
| 2006 | 1 | 4 | $588,869 | $63,031 | $15,758iApproximate average salary by contribution assumption: employee only about $393,944 at 4% or $262,629 at 6%; with 50% employer match about $262,629 at 4% or $175,086 at 6%; with 100% employer match about $196,972 at 4% or $131,315 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 4 | $588,869 | $63,031 | $15,758iApproximate average salary by contribution assumption: employee only about $393,944 at 4% or $262,629 at 6%; with 50% employer match about $262,629 at 4% or $175,086 at 6%; with 100% employer match about $196,972 at 4% or $131,315 at 6%. |
| 2005 | 1 | 3 | $484,037 | $60,258 | $20,086iApproximate average salary by contribution assumption: employee only about $502,150 at 4% or $334,767 at 6%; with 50% employer match about $334,767 at 4% or $223,178 at 6%; with 100% employer match about $251,075 at 4% or $167,383 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 3 | $484,037 | $60,258 | $20,086iApproximate average salary by contribution assumption: employee only about $502,150 at 4% or $334,767 at 6%; with 50% employer match about $334,767 at 4% or $223,178 at 6%; with 100% employer match about $251,075 at 4% or $167,383 at 6%. |
| 2004 | 1 | 5 | $418,508 | $62,636 | $12,527iApproximate average salary by contribution assumption: employee only about $313,180 at 4% or $208,787 at 6%; with 50% employer match about $208,787 at 4% or $139,191 at 6%; with 100% employer match about $156,590 at 4% or $104,393 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $418,508 | $62,636 | $12,527iApproximate average salary by contribution assumption: employee only about $313,180 at 4% or $208,787 at 6%; with 50% employer match about $208,787 at 4% or $139,191 at 6%; with 100% employer match about $156,590 at 4% or $104,393 at 6%. |
| 2003 | 1 | 5 | $353,486 | $60,647 | $12,129iApproximate average salary by contribution assumption: employee only about $303,235 at 4% or $202,157 at 6%; with 50% employer match about $202,157 at 4% or $134,771 at 6%; with 100% employer match about $151,618 at 4% or $101,078 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $353,486 | $60,647 | $12,129iApproximate average salary by contribution assumption: employee only about $303,235 at 4% or $202,157 at 6%; with 50% employer match about $202,157 at 4% or $134,771 at 6%; with 100% employer match about $151,618 at 4% or $101,078 at 6%. |
| 2002 | 1 | 5 | $255,713 | $59,670 | $11,934iApproximate average salary by contribution assumption: employee only about $298,350 at 4% or $198,900 at 6%; with 50% employer match about $198,900 at 4% or $132,600 at 6%; with 100% employer match about $149,175 at 4% or $99,450 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $255,713 | $59,670 | $11,934iApproximate average salary by contribution assumption: employee only about $298,350 at 4% or $198,900 at 6%; with 50% employer match about $198,900 at 4% or $132,600 at 6%; with 100% employer match about $149,175 at 4% or $99,450 at 6%. |
| 2001 | 1 | 5 | $225,851 | $44,437 | $8,887iApproximate average salary by contribution assumption: employee only about $222,185 at 4% or $148,123 at 6%; with 50% employer match about $148,123 at 4% or $98,749 at 6%; with 100% employer match about $111,093 at 4% or $74,062 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 5 | $225,851 | $44,437 | $8,887iApproximate average salary by contribution assumption: employee only about $222,185 at 4% or $148,123 at 6%; with 50% employer match about $148,123 at 4% or $98,749 at 6%; with 100% employer match about $111,093 at 4% or $74,062 at 6%. |
| 2000 | 1 | 4 | $198,730 | $37,333 | $9,333iApproximate average salary by contribution assumption: employee only about $233,331 at 4% or $155,554 at 6%; with 50% employer match about $155,554 at 4% or $103,703 at 6%; with 100% employer match about $116,666 at 4% or $77,777 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 4 | $198,730 | $37,333 | $9,333iApproximate average salary by contribution assumption: employee only about $233,331 at 4% or $155,554 at 6%; with 50% employer match about $155,554 at 4% or $103,703 at 6%; with 100% employer match about $116,666 at 4% or $77,777 at 6%. |
| 1999 | 1 | 4 | $184,909 | $36,989 | $9,247iApproximate average salary by contribution assumption: employee only about $231,181 at 4% or $154,121 at 6%; with 50% employer match about $154,121 at 4% or $102,747 at 6%; with 100% employer match about $115,591 at 4% or $77,060 at 6%. |
| Paul D. Walters, DMD, Pa Profit Sharing 401K Plan | - | 4 | $184,909 | $36,989 | $9,247iApproximate average salary by contribution assumption: employee only about $231,181 at 4% or $154,121 at 6%; with 50% employer match about $154,121 at 4% or $102,747 at 6%; with 100% employer match about $115,591 at 4% or $77,060 at 6%. |