Civic Intelligence

Bruce Ouellette & David Benson Dental Partnership

Plan context: BRUCE R. OUELLETTE, D.D.S., P.A. CASH BALANCE PLAN & TRUST

EIN 59-2776039 • West Palm Beach, FL • 35 filings • 7 plans

2431 S. Dixie HighwayWest Palm Beach, FL 33401
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$503,475

2023 Contributions

$120,000

Historical Graphs

Total Assets Over Time

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

$5,246,458$2,623,229$0199920112022YearValue
$503,475Latest year 2022

Participants Over Time

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

1370199920112022YearValue
4Latest year 2022

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
202310$0$120,000-
BRUCE R. OUELLETTE, D.D.S., P.A. CASH BALANCE PLAN & TRUST-0$0$120,000-
202214$503,475$150,350$37,588iApproximate average salary by contribution assumption: employee only about $939,688 at 4% or $626,458 at 6%; with 50% employer match about $626,458 at 4% or $417,639 at 6%; with 100% employer match about $469,844 at 4% or $313,229 at 6%.
BRUCE R. OUELLETTE, D.D.S., P.A. CASH BALANCE PLAN & TRUST-4$503,475$150,350$37,588iApproximate average salary by contribution assumption: employee only about $939,688 at 4% or $626,458 at 6%; with 50% employer match about $626,458 at 4% or $417,639 at 6%; with 100% employer match about $469,844 at 4% or $313,229 at 6%.
202128$408,565$239,059$29,882iApproximate average salary by contribution assumption: employee only about $747,059 at 4% or $498,040 at 6%; with 50% employer match about $498,040 at 4% or $332,026 at 6%; with 100% employer match about $373,530 at 4% or $249,020 at 6%.
BRUCE R. OUELLETTE, D.D.S., P.A. CASH BALANCE PLAN & TRUST-8$408,565$239,059$29,882iApproximate average salary by contribution assumption: employee only about $747,059 at 4% or $498,040 at 6%; with 50% employer match about $498,040 at 4% or $332,026 at 6%; with 100% employer match about $373,530 at 4% or $249,020 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-0$0$0-
2020111$4,982,058$121,601$11,055iApproximate average salary by contribution assumption: employee only about $276,366 at 4% or $184,244 at 6%; with 50% employer match about $184,244 at 4% or $122,829 at 6%; with 100% employer match about $138,183 at 4% or $92,122 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-11$4,982,058$121,601$11,055iApproximate average salary by contribution assumption: employee only about $276,366 at 4% or $184,244 at 6%; with 50% employer match about $184,244 at 4% or $122,829 at 6%; with 100% employer match about $138,183 at 4% or $92,122 at 6%.
2019111$5,246,458$114,311$10,392iApproximate average salary by contribution assumption: employee only about $259,798 at 4% or $173,198 at 6%; with 50% employer match about $173,198 at 4% or $115,466 at 6%; with 100% employer match about $129,899 at 4% or $86,599 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-11$5,246,458$114,311$10,392iApproximate average salary by contribution assumption: employee only about $259,798 at 4% or $173,198 at 6%; with 50% employer match about $173,198 at 4% or $115,466 at 6%; with 100% employer match about $129,899 at 4% or $86,599 at 6%.
2018111$4,473,414$115,047$10,459iApproximate average salary by contribution assumption: employee only about $261,470 at 4% or $174,314 at 6%; with 50% employer match about $174,314 at 4% or $116,209 at 6%; with 100% employer match about $130,735 at 4% or $87,157 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-11$4,473,414$115,047$10,459iApproximate average salary by contribution assumption: employee only about $261,470 at 4% or $174,314 at 6%; with 50% employer match about $174,314 at 4% or $116,209 at 6%; with 100% employer match about $130,735 at 4% or $87,157 at 6%.
2017110$4,624,695$109,571$10,957iApproximate average salary by contribution assumption: employee only about $273,928 at 4% or $182,618 at 6%; with 50% employer match about $182,618 at 4% or $121,746 at 6%; with 100% employer match about $136,964 at 4% or $91,309 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-10$4,624,695$109,571$10,957iApproximate average salary by contribution assumption: employee only about $273,928 at 4% or $182,618 at 6%; with 50% employer match about $182,618 at 4% or $121,746 at 6%; with 100% employer match about $136,964 at 4% or $91,309 at 6%.
201619$4,142,267$109,142$12,127iApproximate average salary by contribution assumption: employee only about $303,172 at 4% or $202,115 at 6%; with 50% employer match about $202,115 at 4% or $134,743 at 6%; with 100% employer match about $151,586 at 4% or $101,057 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-9$4,142,267$109,142$12,127iApproximate average salary by contribution assumption: employee only about $303,172 at 4% or $202,115 at 6%; with 50% employer match about $202,115 at 4% or $134,743 at 6%; with 100% employer match about $151,586 at 4% or $101,057 at 6%.
201519$3,793,940$107,879$11,987iApproximate average salary by contribution assumption: employee only about $299,664 at 4% or $199,776 at 6%; with 50% employer match about $199,776 at 4% or $133,184 at 6%; with 100% employer match about $149,832 at 4% or $99,888 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-9$3,793,940$107,879$11,987iApproximate average salary by contribution assumption: employee only about $299,664 at 4% or $199,776 at 6%; with 50% employer match about $199,776 at 4% or $133,184 at 6%; with 100% employer match about $149,832 at 4% or $99,888 at 6%.
201419$3,955,437$100,071$11,119iApproximate average salary by contribution assumption: employee only about $277,975 at 4% or $185,317 at 6%; with 50% employer match about $185,317 at 4% or $123,544 at 6%; with 100% employer match about $138,988 at 4% or $92,658 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-9$3,955,437$100,071$11,119iApproximate average salary by contribution assumption: employee only about $277,975 at 4% or $185,317 at 6%; with 50% employer match about $185,317 at 4% or $123,544 at 6%; with 100% employer match about $138,988 at 4% or $92,658 at 6%.
201317$3,757,935$96,629$13,804iApproximate average salary by contribution assumption: employee only about $345,104 at 4% or $230,069 at 6%; with 50% employer match about $230,069 at 4% or $153,379 at 6%; with 100% employer match about $172,552 at 4% or $115,035 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-7$3,757,935$96,629$13,804iApproximate average salary by contribution assumption: employee only about $345,104 at 4% or $230,069 at 6%; with 50% employer match about $230,069 at 4% or $153,379 at 6%; with 100% employer match about $172,552 at 4% or $115,035 at 6%.
201226$3,381,951$402,249$67,042iApproximate average salary by contribution assumption: employee only about $1,676,038 at 4% or $1,117,358 at 6%; with 50% employer match about $1,117,358 at 4% or $744,906 at 6%; with 100% employer match about $838,019 at 4% or $558,679 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-6$3,381,951$402,249$67,042iApproximate average salary by contribution assumption: employee only about $1,676,038 at 4% or $1,117,358 at 6%; with 50% employer match about $1,117,358 at 4% or $744,906 at 6%; with 100% employer match about $838,019 at 4% or $558,679 at 6%.
DENTISTRY OF THE PALM BEACHES DEFINED BENEFIT PENSION PLAN & TRUST-0$0$0-
201128$4,414,929$146,968$18,371iApproximate average salary by contribution assumption: employee only about $459,275 at 4% or $306,183 at 6%; with 50% employer match about $306,183 at 4% or $204,122 at 6%; with 100% employer match about $229,638 at 4% or $153,092 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-6$3,872,111$146,968$24,495iApproximate average salary by contribution assumption: employee only about $612,367 at 4% or $408,244 at 6%; with 50% employer match about $408,244 at 4% or $272,163 at 6%; with 100% employer match about $306,183 at 4% or $204,122 at 6%.
DENTISTRY OF THE PALM BEACHES DEFINED BENEFIT PENSION PLAN & TRUST-8$542,818--
201028$4,260,420$195,506$24,438iApproximate average salary by contribution assumption: employee only about $610,956 at 4% or $407,304 at 6%; with 50% employer match about $407,304 at 4% or $271,536 at 6%; with 100% employer match about $305,478 at 4% or $203,652 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-8$3,724,436$113,147$14,143iApproximate average salary by contribution assumption: employee only about $353,584 at 4% or $235,723 at 6%; with 50% employer match about $235,723 at 4% or $157,149 at 6%; with 100% employer match about $176,792 at 4% or $117,861 at 6%.
DENTISTRY OF THE PALM BEACHES DEFINED BENEFIT PENSION PLAN & TRUST-8$535,984$82,359$10,295iApproximate average salary by contribution assumption: employee only about $257,372 at 4% or $171,581 at 6%; with 50% employer match about $171,581 at 4% or $114,388 at 6%; with 100% employer match about $128,686 at 4% or $85,791 at 6%.
200929$3,812,339$249,686$27,743iApproximate average salary by contribution assumption: employee only about $693,572 at 4% or $462,381 at 6%; with 50% employer match about $462,381 at 4% or $308,254 at 6%; with 100% employer match about $346,786 at 4% or $231,191 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-9$3,391,155$147,686$16,410iApproximate average salary by contribution assumption: employee only about $410,239 at 4% or $273,493 at 6%; with 50% employer match about $273,493 at 4% or $182,328 at 6%; with 100% employer match about $205,119 at 4% or $136,746 at 6%.
DENTISTRY OF THE PALM BEACHES DEFINED BENEFIT PENSION PLAN & TRUST-9$421,184$102,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
2008212$3,145,099$209,512$17,459iApproximate average salary by contribution assumption: employee only about $436,483 at 4% or $290,989 at 6%; with 50% employer match about $290,989 at 4% or $193,993 at 6%; with 100% employer match about $218,242 at 4% or $145,494 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-12$2,870,879$119,512$9,959iApproximate average salary by contribution assumption: employee only about $248,983 at 4% or $165,989 at 6%; with 50% employer match about $165,989 at 4% or $110,659 at 6%; with 100% employer match about $124,492 at 4% or $82,994 at 6%.
DENTISTRY OF THE PALM BEACHES DEFINED BENEFIT PENSION PLAN & TRUST-12$274,220$90,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200729$4,628,773$248,175$27,575iApproximate average salary by contribution assumption: employee only about $689,375 at 4% or $459,583 at 6%; with 50% employer match about $459,583 at 4% or $306,389 at 6%; with 100% employer match about $344,688 at 4% or $229,792 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-9$4,353,906$158,455$17,606iApproximate average salary by contribution assumption: employee only about $440,153 at 4% or $293,435 at 6%; with 50% employer match about $293,435 at 4% or $195,623 at 6%; with 100% employer match about $220,076 at 4% or $146,718 at 6%.
DENTISTRY OF THE PALM BEACHES DEFINED BENEFIT PENSION PLAN & TRUST-9$274,867$89,720$9,969iApproximate average salary by contribution assumption: employee only about $249,222 at 4% or $166,148 at 6%; with 50% employer match about $166,148 at 4% or $110,765 at 6%; with 100% employer match about $124,611 at 4% or $83,074 at 6%.
2006210$4,306,337$227,796$22,780iApproximate average salary by contribution assumption: employee only about $569,490 at 4% or $379,660 at 6%; with 50% employer match about $379,660 at 4% or $253,107 at 6%; with 100% employer match about $284,745 at 4% or $189,830 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-10$4,122,610$139,279$13,928iApproximate average salary by contribution assumption: employee only about $348,198 at 4% or $232,132 at 6%; with 50% employer match about $232,132 at 4% or $154,754 at 6%; with 100% employer match about $174,099 at 4% or $116,066 at 6%.
DENTISTRY OF THE PALM BEACHES DEFINED BENEFIT PENSION PLAN & TRUST-10$183,727$88,517$8,852iApproximate average salary by contribution assumption: employee only about $221,293 at 4% or $147,528 at 6%; with 50% employer match about $147,528 at 4% or $98,352 at 6%; with 100% employer match about $110,646 at 4% or $73,764 at 6%.
200529$3,701,250$227,395$25,266iApproximate average salary by contribution assumption: employee only about $631,653 at 4% or $421,102 at 6%; with 50% employer match about $421,102 at 4% or $280,735 at 6%; with 100% employer match about $315,826 at 4% or $210,551 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-9$3,612,267$138,430$15,381iApproximate average salary by contribution assumption: employee only about $384,528 at 4% or $256,352 at 6%; with 50% employer match about $256,352 at 4% or $170,901 at 6%; with 100% employer match about $192,264 at 4% or $128,176 at 6%.
DENTISTRY OF THE PALM BEACHES DEFINED BENEFIT PENSION PLAN & TRUST-9$88,983$88,965$9,885iApproximate average salary by contribution assumption: employee only about $247,125 at 4% or $164,750 at 6%; with 50% employer match about $164,750 at 4% or $109,833 at 6%; with 100% employer match about $123,563 at 4% or $82,375 at 6%.
200419$3,414,222$135,125$15,014iApproximate average salary by contribution assumption: employee only about $375,347 at 4% or $250,231 at 6%; with 50% employer match about $250,231 at 4% or $166,821 at 6%; with 100% employer match about $187,674 at 4% or $125,116 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-9$3,414,222$135,125$15,014iApproximate average salary by contribution assumption: employee only about $375,347 at 4% or $250,231 at 6%; with 50% employer match about $250,231 at 4% or $166,821 at 6%; with 100% employer match about $187,674 at 4% or $125,116 at 6%.
2003112$2,795,328$188,979$15,748iApproximate average salary by contribution assumption: employee only about $393,706 at 4% or $262,471 at 6%; with 50% employer match about $262,471 at 4% or $174,981 at 6%; with 100% employer match about $196,853 at 4% or $131,235 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-12$2,795,328$188,979$15,748iApproximate average salary by contribution assumption: employee only about $393,706 at 4% or $262,471 at 6%; with 50% employer match about $262,471 at 4% or $174,981 at 6%; with 100% employer match about $196,853 at 4% or $131,235 at 6%.
2002111$2,004,475$250,731$22,794iApproximate average salary by contribution assumption: employee only about $569,843 at 4% or $379,895 at 6%; with 50% employer match about $379,895 at 4% or $253,264 at 6%; with 100% employer match about $284,922 at 4% or $189,948 at 6%.
Dentistry of the Palm Beaches Retirement Plan & Trust-11$2,004,475$250,731$22,794iApproximate average salary by contribution assumption: employee only about $569,843 at 4% or $379,895 at 6%; with 50% employer match about $379,895 at 4% or $253,264 at 6%; with 100% employer match about $284,922 at 4% or $189,948 at 6%.
2001113$0$0-
Dentistry of the Palm Beaches Retirement Plan & Trust-13---
200020$1,283,416$93,557-
Dentistry of the Palm Beaches Retirement Plan & Trust-0$1,283,416$93,557-
Bruce R. Ouellette, D.D.S., P.A., Money Purchase Pension Plan-0---
199917$211,794$36,202$5,172iApproximate average salary by contribution assumption: employee only about $129,293 at 4% or $86,195 at 6%; with 50% employer match about $86,195 at 4% or $57,463 at 6%; with 100% employer match about $64,646 at 4% or $43,098 at 6%.
Bruce R. Ouellette, D.D.S., P.A., Money Purchase Pension Plan-7$211,794$36,202$5,172iApproximate average salary by contribution assumption: employee only about $129,293 at 4% or $86,195 at 6%; with 50% employer match about $86,195 at 4% or $57,463 at 6%; with 100% employer match about $64,646 at 4% or $43,098 at 6%.