Civic Intelligence

Lane, Curley, Zak & Mccauley Partnership

Plan context: 609 Maitland Dental Retirement Plan & Trust

EIN 59-3262688 • Altamonte Springs, FL • 14 filings • 1 plans

609 Maitland Avenue, Suite 1Altamonte Springs, FL 32701
Current Snapshot

Latest Year

2025

2025 Participants

30

2025 Assets

$6,869,458

2025 Contributions

$369,745

Historical Graphs

Total Assets Over Time

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

$6,869,458$3,434,729$0201220192025YearValue
$6,869,458Latest year 2025

Participants Over Time

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

34170201220192025YearValue
30Latest year 2025

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
2025130$6,869,458$369,745$12,325iApproximate average salary by contribution assumption: employee only about $308,121 at 4% or $205,414 at 6%; with 50% employer match about $205,414 at 4% or $136,943 at 6%; with 100% employer match about $154,060 at 4% or $102,707 at 6%.
609 Maitland Dental Retirement Plan & Trust-30$6,869,458$369,745$12,325iApproximate average salary by contribution assumption: employee only about $308,121 at 4% or $205,414 at 6%; with 50% employer match about $205,414 at 4% or $136,943 at 6%; with 100% employer match about $154,060 at 4% or $102,707 at 6%.
2024134$5,908,065$378,555$11,134iApproximate average salary by contribution assumption: employee only about $278,349 at 4% or $185,566 at 6%; with 50% employer match about $185,566 at 4% or $123,711 at 6%; with 100% employer match about $139,175 at 4% or $92,783 at 6%.
609 Maitland Dental Retirement Plan & Trust-34$5,908,065$378,555$11,134iApproximate average salary by contribution assumption: employee only about $278,349 at 4% or $185,566 at 6%; with 50% employer match about $185,566 at 4% or $123,711 at 6%; with 100% employer match about $139,175 at 4% or $92,783 at 6%.
2023130$5,259,028$341,388$11,380iApproximate average salary by contribution assumption: employee only about $284,490 at 4% or $189,660 at 6%; with 50% employer match about $189,660 at 4% or $126,440 at 6%; with 100% employer match about $142,245 at 4% or $94,830 at 6%.
609 Maitland Dental Retirement Plan & Trust-30$5,259,028$341,388$11,380iApproximate average salary by contribution assumption: employee only about $284,490 at 4% or $189,660 at 6%; with 50% employer match about $189,660 at 4% or $126,440 at 6%; with 100% employer match about $142,245 at 4% or $94,830 at 6%.
2022128$4,279,966$300,658$10,738iApproximate average salary by contribution assumption: employee only about $268,445 at 4% or $178,963 at 6%; with 50% employer match about $178,963 at 4% or $119,309 at 6%; with 100% employer match about $134,222 at 4% or $89,482 at 6%.
609 Maitland Dental Retirement Plan & Trust-28$4,279,966$300,658$10,738iApproximate average salary by contribution assumption: employee only about $268,445 at 4% or $178,963 at 6%; with 50% employer match about $178,963 at 4% or $119,309 at 6%; with 100% employer match about $134,222 at 4% or $89,482 at 6%.
2021129$4,692,000$293,241$10,112iApproximate average salary by contribution assumption: employee only about $252,794 at 4% or $168,529 at 6%; with 50% employer match about $168,529 at 4% or $112,353 at 6%; with 100% employer match about $126,397 at 4% or $84,265 at 6%.
609 Maitland Dental Retirement Plan & Trust-29$4,692,000$293,241$10,112iApproximate average salary by contribution assumption: employee only about $252,794 at 4% or $168,529 at 6%; with 50% employer match about $168,529 at 4% or $112,353 at 6%; with 100% employer match about $126,397 at 4% or $84,265 at 6%.
2020127$4,179,072$279,002$10,333iApproximate average salary by contribution assumption: employee only about $258,335 at 4% or $172,223 at 6%; with 50% employer match about $172,223 at 4% or $114,816 at 6%; with 100% employer match about $129,168 at 4% or $86,112 at 6%.
609 Maitland Dental Retirement Plan & Trust-27$4,179,072$279,002$10,333iApproximate average salary by contribution assumption: employee only about $258,335 at 4% or $172,223 at 6%; with 50% employer match about $172,223 at 4% or $114,816 at 6%; with 100% employer match about $129,168 at 4% or $86,112 at 6%.
2019123$3,479,176$243,278$10,577iApproximate average salary by contribution assumption: employee only about $264,433 at 4% or $176,288 at 6%; with 50% employer match about $176,288 at 4% or $117,526 at 6%; with 100% employer match about $132,216 at 4% or $88,144 at 6%.
609 Maitland Dental Retirement Plan & Trust-23$3,479,176$243,278$10,577iApproximate average salary by contribution assumption: employee only about $264,433 at 4% or $176,288 at 6%; with 50% employer match about $176,288 at 4% or $117,526 at 6%; with 100% employer match about $132,216 at 4% or $88,144 at 6%.
2018121$2,860,286$241,107$11,481iApproximate average salary by contribution assumption: employee only about $287,032 at 4% or $191,355 at 6%; with 50% employer match about $191,355 at 4% or $127,570 at 6%; with 100% employer match about $143,516 at 4% or $95,677 at 6%.
609 Maitland Dental Retirement Plan & Trust-21$2,860,286$241,107$11,481iApproximate average salary by contribution assumption: employee only about $287,032 at 4% or $191,355 at 6%; with 50% employer match about $191,355 at 4% or $127,570 at 6%; with 100% employer match about $143,516 at 4% or $95,677 at 6%.
2017120$3,000,715$266,310$13,316iApproximate average salary by contribution assumption: employee only about $332,888 at 4% or $221,925 at 6%; with 50% employer match about $221,925 at 4% or $147,950 at 6%; with 100% employer match about $166,444 at 4% or $110,963 at 6%.
609 Maitland Dental Retirement Plan & Trust-20$3,000,715$266,310$13,316iApproximate average salary by contribution assumption: employee only about $332,888 at 4% or $221,925 at 6%; with 50% employer match about $221,925 at 4% or $147,950 at 6%; with 100% employer match about $166,444 at 4% or $110,963 at 6%.
2016119$2,573,825$217,268$11,435iApproximate average salary by contribution assumption: employee only about $285,879 at 4% or $190,586 at 6%; with 50% employer match about $190,586 at 4% or $127,057 at 6%; with 100% employer match about $142,939 at 4% or $95,293 at 6%.
609 Maitland Dental Retirement Plan & Trust-19$2,573,825$217,268$11,435iApproximate average salary by contribution assumption: employee only about $285,879 at 4% or $190,586 at 6%; with 50% employer match about $190,586 at 4% or $127,057 at 6%; with 100% employer match about $142,939 at 4% or $95,293 at 6%.
2015119$2,211,598$239,082$12,583iApproximate average salary by contribution assumption: employee only about $314,582 at 4% or $209,721 at 6%; with 50% employer match about $209,721 at 4% or $139,814 at 6%; with 100% employer match about $157,291 at 4% or $104,861 at 6%.
609 Maitland Dental Retirement Plan & Trust-19$2,211,598$239,082$12,583iApproximate average salary by contribution assumption: employee only about $314,582 at 4% or $209,721 at 6%; with 50% employer match about $209,721 at 4% or $139,814 at 6%; with 100% employer match about $157,291 at 4% or $104,861 at 6%.
2014120$2,340,811$232,893$11,645iApproximate average salary by contribution assumption: employee only about $291,116 at 4% or $194,078 at 6%; with 50% employer match about $194,078 at 4% or $129,385 at 6%; with 100% employer match about $145,558 at 4% or $97,039 at 6%.
609 Maitland Dental Retirement Plan & Trust-20$2,340,811$232,893$11,645iApproximate average salary by contribution assumption: employee only about $291,116 at 4% or $194,078 at 6%; with 50% employer match about $194,078 at 4% or $129,385 at 6%; with 100% employer match about $145,558 at 4% or $97,039 at 6%.
2013119$2,067,831$253,552$13,345iApproximate average salary by contribution assumption: employee only about $333,621 at 4% or $222,414 at 6%; with 50% employer match about $222,414 at 4% or $148,276 at 6%; with 100% employer match about $166,811 at 4% or $111,207 at 6%.
609 Maitland Dental Retirement Plan & Trust-19$2,067,831$253,552$13,345iApproximate average salary by contribution assumption: employee only about $333,621 at 4% or $222,414 at 6%; with 50% employer match about $222,414 at 4% or $148,276 at 6%; with 100% employer match about $166,811 at 4% or $111,207 at 6%.
2012117$1,668,822$222,701$13,100iApproximate average salary by contribution assumption: employee only about $327,501 at 4% or $218,334 at 6%; with 50% employer match about $218,334 at 4% or $145,556 at 6%; with 100% employer match about $163,751 at 4% or $109,167 at 6%.
609 Maitland Dental Retirement Plan & Trust-17$1,668,822$222,701$13,100iApproximate average salary by contribution assumption: employee only about $327,501 at 4% or $218,334 at 6%; with 50% employer match about $218,334 at 4% or $145,556 at 6%; with 100% employer match about $163,751 at 4% or $109,167 at 6%.