Civic Intelligence

David P. Marion, Dds PC.

Plan context: David P. Marion, Dds PC. 401(K) Profit Sharing Plan

EIN 58-2351058 • Duluth, GA • 23 filings • 2 plans

6745 Sugarloaf Pkwy Ste 200Duluth, GA 30097-4357
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$680,328

2024 Contributions

$51,440

Historical Graphs

Total Assets Over Time

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

$680,328$340,164$0200220142024YearValue
$680,328Latest year 2024

Participants Over Time

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

420200220132024YearValue
4Latest 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
202414$680,328$51,440$12,860iApproximate average salary by contribution assumption: employee only about $321,500 at 4% or $214,333 at 6%; with 50% employer match about $214,333 at 4% or $142,889 at 6%; with 100% employer match about $160,750 at 4% or $107,167 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$680,328$51,440$12,860iApproximate average salary by contribution assumption: employee only about $321,500 at 4% or $214,333 at 6%; with 50% employer match about $214,333 at 4% or $142,889 at 6%; with 100% employer match about $160,750 at 4% or $107,167 at 6%.
202314$573,984$45,932$11,483iApproximate average salary by contribution assumption: employee only about $287,075 at 4% or $191,383 at 6%; with 50% employer match about $191,383 at 4% or $127,589 at 6%; with 100% employer match about $143,538 at 4% or $95,692 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$573,984$45,932$11,483iApproximate average salary by contribution assumption: employee only about $287,075 at 4% or $191,383 at 6%; with 50% employer match about $191,383 at 4% or $127,589 at 6%; with 100% employer match about $143,538 at 4% or $95,692 at 6%.
202214$489,843$39,059$9,765iApproximate average salary by contribution assumption: employee only about $244,119 at 4% or $162,746 at 6%; with 50% employer match about $162,746 at 4% or $108,497 at 6%; with 100% employer match about $122,059 at 4% or $81,373 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$489,843$39,059$9,765iApproximate average salary by contribution assumption: employee only about $244,119 at 4% or $162,746 at 6%; with 50% employer match about $162,746 at 4% or $108,497 at 6%; with 100% employer match about $122,059 at 4% or $81,373 at 6%.
202113$494,659$35,006$11,669iApproximate average salary by contribution assumption: employee only about $291,717 at 4% or $194,478 at 6%; with 50% employer match about $194,478 at 4% or $129,652 at 6%; with 100% employer match about $145,858 at 4% or $97,239 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3$494,659$35,006$11,669iApproximate average salary by contribution assumption: employee only about $291,717 at 4% or $194,478 at 6%; with 50% employer match about $194,478 at 4% or $129,652 at 6%; with 100% employer match about $145,858 at 4% or $97,239 at 6%.
202013$504,359$57,828$19,276iApproximate average salary by contribution assumption: employee only about $481,900 at 4% or $321,267 at 6%; with 50% employer match about $321,267 at 4% or $214,178 at 6%; with 100% employer match about $240,950 at 4% or $160,633 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3$504,359$57,828$19,276iApproximate average salary by contribution assumption: employee only about $481,900 at 4% or $321,267 at 6%; with 50% employer match about $321,267 at 4% or $214,178 at 6%; with 100% employer match about $240,950 at 4% or $160,633 at 6%.
201914$398,439$33,493$8,373iApproximate average salary by contribution assumption: employee only about $209,331 at 4% or $139,554 at 6%; with 50% employer match about $139,554 at 4% or $93,036 at 6%; with 100% employer match about $104,666 at 4% or $69,777 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$398,439$33,493$8,373iApproximate average salary by contribution assumption: employee only about $209,331 at 4% or $139,554 at 6%; with 50% employer match about $139,554 at 4% or $93,036 at 6%; with 100% employer match about $104,666 at 4% or $69,777 at 6%.
201813$325,242$31,675$10,558iApproximate average salary by contribution assumption: employee only about $263,958 at 4% or $175,972 at 6%; with 50% employer match about $175,972 at 4% or $117,315 at 6%; with 100% employer match about $131,979 at 4% or $87,986 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3$325,242$31,675$10,558iApproximate average salary by contribution assumption: employee only about $263,958 at 4% or $175,972 at 6%; with 50% employer match about $175,972 at 4% or $117,315 at 6%; with 100% employer match about $131,979 at 4% or $87,986 at 6%.
201713$317,496$7,195$2,398iApproximate average salary by contribution assumption: employee only about $59,958 at 4% or $39,972 at 6%; with 50% employer match about $39,972 at 4% or $26,648 at 6%; with 100% employer match about $29,979 at 4% or $19,986 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3$317,496$7,195$2,398iApproximate average salary by contribution assumption: employee only about $59,958 at 4% or $39,972 at 6%; with 50% employer match about $39,972 at 4% or $26,648 at 6%; with 100% employer match about $29,979 at 4% or $19,986 at 6%.
201614$301,092$16,383$4,096iApproximate average salary by contribution assumption: employee only about $102,394 at 4% or $68,263 at 6%; with 50% employer match about $68,263 at 4% or $45,508 at 6%; with 100% employer match about $51,197 at 4% or $34,131 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$301,092$16,383$4,096iApproximate average salary by contribution assumption: employee only about $102,394 at 4% or $68,263 at 6%; with 50% employer match about $68,263 at 4% or $45,508 at 6%; with 100% employer match about $51,197 at 4% or $34,131 at 6%.
201514$268,611$7,376$1,844iApproximate average salary by contribution assumption: employee only about $46,100 at 4% or $30,733 at 6%; with 50% employer match about $30,733 at 4% or $20,489 at 6%; with 100% employer match about $23,050 at 4% or $15,367 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$268,611$7,376$1,844iApproximate average salary by contribution assumption: employee only about $46,100 at 4% or $30,733 at 6%; with 50% employer match about $30,733 at 4% or $20,489 at 6%; with 100% employer match about $23,050 at 4% or $15,367 at 6%.
201414$267,919$7,233$1,808iApproximate average salary by contribution assumption: employee only about $45,206 at 4% or $30,138 at 6%; with 50% employer match about $30,138 at 4% or $20,092 at 6%; with 100% employer match about $22,603 at 4% or $15,069 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$267,919$7,233$1,808iApproximate average salary by contribution assumption: employee only about $45,206 at 4% or $30,138 at 6%; with 50% employer match about $30,138 at 4% or $20,092 at 6%; with 100% employer match about $22,603 at 4% or $15,069 at 6%.
201314$277,243$8,886$2,222iApproximate average salary by contribution assumption: employee only about $55,538 at 4% or $37,025 at 6%; with 50% employer match about $37,025 at 4% or $24,683 at 6%; with 100% employer match about $27,769 at 4% or $18,513 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$277,243$8,886$2,222iApproximate average salary by contribution assumption: employee only about $55,538 at 4% or $37,025 at 6%; with 50% employer match about $37,025 at 4% or $24,683 at 6%; with 100% employer match about $27,769 at 4% or $18,513 at 6%.
201214$354,144$7,498$1,875iApproximate average salary by contribution assumption: employee only about $46,863 at 4% or $31,242 at 6%; with 50% employer match about $31,242 at 4% or $20,828 at 6%; with 100% employer match about $23,431 at 4% or $15,621 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$354,144$7,498$1,875iApproximate average salary by contribution assumption: employee only about $46,863 at 4% or $31,242 at 6%; with 50% employer match about $31,242 at 4% or $20,828 at 6%; with 100% employer match about $23,431 at 4% or $15,621 at 6%.
201114$333,463$16,150$4,038iApproximate average salary by contribution assumption: employee only about $100,938 at 4% or $67,292 at 6%; with 50% employer match about $67,292 at 4% or $44,861 at 6%; with 100% employer match about $50,469 at 4% or $33,646 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$333,463$16,150$4,038iApproximate average salary by contribution assumption: employee only about $100,938 at 4% or $67,292 at 6%; with 50% employer match about $67,292 at 4% or $44,861 at 6%; with 100% employer match about $50,469 at 4% or $33,646 at 6%.
201014$318,509$30,072$7,518iApproximate average salary by contribution assumption: employee only about $187,950 at 4% or $125,300 at 6%; with 50% employer match about $125,300 at 4% or $83,533 at 6%; with 100% employer match about $93,975 at 4% or $62,650 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$318,509$30,072$7,518iApproximate average salary by contribution assumption: employee only about $187,950 at 4% or $125,300 at 6%; with 50% employer match about $125,300 at 4% or $83,533 at 6%; with 100% employer match about $93,975 at 4% or $62,650 at 6%.
200913$293,447$29,886$9,962iApproximate average salary by contribution assumption: employee only about $249,050 at 4% or $166,033 at 6%; with 50% employer match about $166,033 at 4% or $110,689 at 6%; with 100% employer match about $124,525 at 4% or $83,017 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3$293,447$29,886$9,962iApproximate average salary by contribution assumption: employee only about $249,050 at 4% or $166,033 at 6%; with 50% employer match about $166,033 at 4% or $110,689 at 6%; with 100% employer match about $124,525 at 4% or $83,017 at 6%.
200813$244,245$29,891$9,964iApproximate average salary by contribution assumption: employee only about $249,092 at 4% or $166,061 at 6%; with 50% employer match about $166,061 at 4% or $110,707 at 6%; with 100% employer match about $124,546 at 4% or $83,031 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3$244,245$29,891$9,964iApproximate average salary by contribution assumption: employee only about $249,092 at 4% or $166,061 at 6%; with 50% employer match about $166,061 at 4% or $110,707 at 6%; with 100% employer match about $124,546 at 4% or $83,031 at 6%.
200713$0$0-
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3---
200614$238,912$57,243$14,311iApproximate average salary by contribution assumption: employee only about $357,769 at 4% or $238,513 at 6%; with 50% employer match about $238,513 at 4% or $159,008 at 6%; with 100% employer match about $178,884 at 4% or $119,256 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-4$238,912$57,243$14,311iApproximate average salary by contribution assumption: employee only about $357,769 at 4% or $238,513 at 6%; with 50% employer match about $238,513 at 4% or $159,008 at 6%; with 100% employer match about $178,884 at 4% or $119,256 at 6%.
200513$171,260$51,245$17,082iApproximate average salary by contribution assumption: employee only about $427,042 at 4% or $284,694 at 6%; with 50% employer match about $284,694 at 4% or $189,796 at 6%; with 100% employer match about $213,521 at 4% or $142,347 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3$171,260$51,245$17,082iApproximate average salary by contribution assumption: employee only about $427,042 at 4% or $284,694 at 6%; with 50% employer match about $284,694 at 4% or $189,796 at 6%; with 100% employer match about $213,521 at 4% or $142,347 at 6%.
200412$118,223$50,381$25,191iApproximate average salary by contribution assumption: employee only about $629,763 at 4% or $419,842 at 6%; with 50% employer match about $419,842 at 4% or $279,894 at 6%; with 100% employer match about $314,881 at 4% or $209,921 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-2$118,223$50,381$25,191iApproximate average salary by contribution assumption: employee only about $629,763 at 4% or $419,842 at 6%; with 50% employer match about $419,842 at 4% or $279,894 at 6%; with 100% employer match about $314,881 at 4% or $209,921 at 6%.
200313$0$0-
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3---
200213$26,351$26,351$8,784iApproximate average salary by contribution assumption: employee only about $219,592 at 4% or $146,394 at 6%; with 50% employer match about $146,394 at 4% or $97,596 at 6%; with 100% employer match about $109,796 at 4% or $73,197 at 6%.
David P. Marion, Dds PC. 401(K) Profit Sharing Plan-3$26,351$26,351$8,784iApproximate average salary by contribution assumption: employee only about $219,592 at 4% or $146,394 at 6%; with 50% employer match about $146,394 at 4% or $97,596 at 6%; with 100% employer match about $109,796 at 4% or $73,197 at 6%.