Dr. Wade G. Winker, DDS
Plan context: DR. WADE G. WINKER, DDS CASH BALANCE PLAN
EIN 59-3171057 • Eustis, FL • 30 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
1
2022 Assets
$1,033,448
2022 Contributions
$359,895
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 1 | $1,033,448 | $0 | - |
| DR. WADE G. WINKER, DDS CASH BALANCE PLAN | - | 1 | $1,033,448 | $0 | - |
| 2021 | 1 | 8 | $1,174,899 | $0 | - |
| DR. WADE G. WINKER, DDS CASH BALANCE PLAN | - | 8 | $1,174,899 | $0 | - |
| 2020 | 2 | 10 | $2,145,257 | $359,895 | $35,990iApproximate average salary by contribution assumption: employee only about $899,738 at 4% or $599,825 at 6%; with 50% employer match about $599,825 at 4% or $399,883 at 6%; with 100% employer match about $449,869 at 4% or $299,913 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 10 | $1,079,078 | $78,815 | $7,882iApproximate average salary by contribution assumption: employee only about $197,038 at 4% or $131,358 at 6%; with 50% employer match about $131,358 at 4% or $87,572 at 6%; with 100% employer match about $98,519 at 4% or $65,679 at 6%. |
| DR. WADE G. WINKER, DDS CASH BALANCE PLAN | - | 8 | $1,066,179 | $281,080 | $35,135iApproximate average salary by contribution assumption: employee only about $878,375 at 4% or $585,583 at 6%; with 50% employer match about $585,583 at 4% or $390,389 at 6%; with 100% employer match about $439,188 at 4% or $292,792 at 6%. |
| 2019 | 2 | 12 | $1,540,971 | $358,917 | $29,910iApproximate average salary by contribution assumption: employee only about $747,744 at 4% or $498,496 at 6%; with 50% employer match about $498,496 at 4% or $332,331 at 6%; with 100% employer match about $373,872 at 4% or $249,248 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 12 | $831,219 | $77,642 | $6,470iApproximate average salary by contribution assumption: employee only about $161,754 at 4% or $107,836 at 6%; with 50% employer match about $107,836 at 4% or $71,891 at 6%; with 100% employer match about $80,877 at 4% or $53,918 at 6%. |
| DR. WADE G. WINKER, DDS CASH BALANCE PLAN | - | 7 | $709,752 | $281,275 | $40,182iApproximate average salary by contribution assumption: employee only about $1,004,554 at 4% or $669,702 at 6%; with 50% employer match about $669,702 at 4% or $446,468 at 6%; with 100% employer match about $502,277 at 4% or $334,851 at 6%. |
| 2018 | 2 | 10 | $1,018,901 | $292,388 | $29,239iApproximate average salary by contribution assumption: employee only about $730,970 at 4% or $487,313 at 6%; with 50% employer match about $487,313 at 4% or $324,876 at 6%; with 100% employer match about $365,485 at 4% or $243,657 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 10 | $597,117 | $67,662 | $6,766iApproximate average salary by contribution assumption: employee only about $169,155 at 4% or $112,770 at 6%; with 50% employer match about $112,770 at 4% or $75,180 at 6%; with 100% employer match about $84,578 at 4% or $56,385 at 6%. |
| DR. WADE G. WINKER, DDS CASH BALANCE PLAN | - | 6 | $421,784 | $224,726 | $37,454iApproximate average salary by contribution assumption: employee only about $936,358 at 4% or $624,239 at 6%; with 50% employer match about $624,239 at 4% or $416,159 at 6%; with 100% employer match about $468,179 at 4% or $312,119 at 6%. |
| 2017 | 2 | 8 | $1,152,910 | $293,225 | $36,653iApproximate average salary by contribution assumption: employee only about $916,328 at 4% or $610,885 at 6%; with 50% employer match about $610,885 at 4% or $407,257 at 6%; with 100% employer match about $458,164 at 4% or $305,443 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | $952,750 | $93,065 | $11,633iApproximate average salary by contribution assumption: employee only about $290,828 at 4% or $193,885 at 6%; with 50% employer match about $193,885 at 4% or $129,257 at 6%; with 100% employer match about $145,414 at 4% or $96,943 at 6%. |
| DR. WADE G. WINKER, DDS CASH BALANCE PLAN | - | 4 | $200,160 | $200,160 | $50,040iApproximate average salary by contribution assumption: employee only about $1,251,000 at 4% or $834,000 at 6%; with 50% employer match about $834,000 at 4% or $556,000 at 6%; with 100% employer match about $625,500 at 4% or $417,000 at 6%. |
| 2016 | 2 | 7 | $689,190 | $109,493 | $15,642iApproximate average salary by contribution assumption: employee only about $391,046 at 4% or $260,698 at 6%; with 50% employer match about $260,698 at 4% or $173,798 at 6%; with 100% employer match about $195,523 at 4% or $130,349 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 7 | $689,190 | $109,493 | $15,642iApproximate average salary by contribution assumption: employee only about $391,046 at 4% or $260,698 at 6%; with 50% employer match about $260,698 at 4% or $173,798 at 6%; with 100% employer match about $195,523 at 4% or $130,349 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2015 | 2 | 8 | $654,606 | $75,926 | $9,491iApproximate average salary by contribution assumption: employee only about $237,269 at 4% or $158,179 at 6%; with 50% employer match about $158,179 at 4% or $105,453 at 6%; with 100% employer match about $118,634 at 4% or $79,090 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | $654,606 | $75,926 | $9,491iApproximate average salary by contribution assumption: employee only about $237,269 at 4% or $158,179 at 6%; with 50% employer match about $158,179 at 4% or $105,453 at 6%; with 100% employer match about $118,634 at 4% or $79,090 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2014 | 2 | 8 | $587,612 | $70,874 | $8,859iApproximate average salary by contribution assumption: employee only about $221,481 at 4% or $147,654 at 6%; with 50% employer match about $147,654 at 4% or $98,436 at 6%; with 100% employer match about $110,741 at 4% or $73,827 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | $587,612 | $70,874 | $8,859iApproximate average salary by contribution assumption: employee only about $221,481 at 4% or $147,654 at 6%; with 50% employer match about $147,654 at 4% or $98,436 at 6%; with 100% employer match about $110,741 at 4% or $73,827 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2013 | 2 | 8 | $502,725 | $66,651 | $8,331iApproximate average salary by contribution assumption: employee only about $208,284 at 4% or $138,856 at 6%; with 50% employer match about $138,856 at 4% or $92,571 at 6%; with 100% employer match about $104,142 at 4% or $69,428 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | $502,725 | $66,651 | $8,331iApproximate average salary by contribution assumption: employee only about $208,284 at 4% or $138,856 at 6%; with 50% employer match about $138,856 at 4% or $92,571 at 6%; with 100% employer match about $104,142 at 4% or $69,428 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2012 | 2 | 8 | $353,061 | $66,083 | $8,260iApproximate average salary by contribution assumption: employee only about $206,509 at 4% or $137,673 at 6%; with 50% employer match about $137,673 at 4% or $91,782 at 6%; with 100% employer match about $103,255 at 4% or $68,836 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | $353,061 | $66,083 | $8,260iApproximate average salary by contribution assumption: employee only about $206,509 at 4% or $137,673 at 6%; with 50% employer match about $137,673 at 4% or $91,782 at 6%; with 100% employer match about $103,255 at 4% or $68,836 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2011 | 2 | 8 | $251,616 | $66,415 | $8,302iApproximate average salary by contribution assumption: employee only about $207,547 at 4% or $138,365 at 6%; with 50% employer match about $138,365 at 4% or $92,243 at 6%; with 100% employer match about $103,773 at 4% or $69,182 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | $251,616 | $66,415 | $8,302iApproximate average salary by contribution assumption: employee only about $207,547 at 4% or $138,365 at 6%; with 50% employer match about $138,365 at 4% or $92,243 at 6%; with 100% employer match about $103,773 at 4% or $69,182 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2010 | 2 | 8 | $199,936 | $58,784 | $7,348iApproximate average salary by contribution assumption: employee only about $183,700 at 4% or $122,467 at 6%; with 50% employer match about $122,467 at 4% or $81,644 at 6%; with 100% employer match about $91,850 at 4% or $61,233 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | $199,936 | $58,784 | $7,348iApproximate average salary by contribution assumption: employee only about $183,700 at 4% or $122,467 at 6%; with 50% employer match about $122,467 at 4% or $81,644 at 6%; with 100% employer match about $91,850 at 4% or $61,233 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2009 | 2 | 8 | $114,449 | $57,942 | $7,243iApproximate average salary by contribution assumption: employee only about $181,069 at 4% or $120,713 at 6%; with 50% employer match about $120,713 at 4% or $80,475 at 6%; with 100% employer match about $90,534 at 4% or $60,356 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | $114,449 | $57,942 | $7,243iApproximate average salary by contribution assumption: employee only about $181,069 at 4% or $120,713 at 6%; with 50% employer match about $120,713 at 4% or $80,475 at 6%; with 100% employer match about $90,534 at 4% or $60,356 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2008 | 2 | 8 | $0 | $0 | - |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 4 | - | - | - |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 8 | - | - | - |
| 2007 | 2 | 4 | $13,652 | $13,652 | $3,413iApproximate average salary by contribution assumption: employee only about $85,325 at 4% or $56,883 at 6%; with 50% employer match about $56,883 at 4% or $37,922 at 6%; with 100% employer match about $42,663 at 4% or $28,442 at 6%. |
| DR. WADE G. WINKER, DDS PROFIT SHARING PLAN | - | 4 | $13,652 | $13,652 | $3,413iApproximate average salary by contribution assumption: employee only about $85,325 at 4% or $56,883 at 6%; with 50% employer match about $56,883 at 4% or $37,922 at 6%; with 100% employer match about $42,663 at 4% or $28,442 at 6%. |
| Dr. Wade G. Winker, Dds Defined Benefit Pension Plan | - | 4 | - | - | - |