Civic Intelligence

Daniel H. Walkup, D.M.D., P.A.

Plan context: Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan

EIN 59-3358049 • Ocala, FL • 12 filings • 2 plans

1630 SE 18th St, Bldg 500Ocala, FL 34471
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$3,930,896

2025 Contributions

$159,199

Historical Graphs

Total Assets Over Time

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

$3,930,896$1,965,448$0201420202025YearValue
$3,930,896Latest year 2025

Participants Over Time

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

1050201420202025YearValue
10Latest 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
2025110$3,930,896$159,199$15,920iApproximate average salary by contribution assumption: employee only about $397,998 at 4% or $265,332 at 6%; with 50% employer match about $265,332 at 4% or $176,888 at 6%; with 100% employer match about $198,999 at 4% or $132,666 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-10$3,930,896$159,199$15,920iApproximate average salary by contribution assumption: employee only about $397,998 at 4% or $265,332 at 6%; with 50% employer match about $265,332 at 4% or $176,888 at 6%; with 100% employer match about $198,999 at 4% or $132,666 at 6%.
202419$3,365,893$162,015$18,002iApproximate average salary by contribution assumption: employee only about $450,042 at 4% or $300,028 at 6%; with 50% employer match about $300,028 at 4% or $200,019 at 6%; with 100% employer match about $225,021 at 4% or $150,014 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-9$3,365,893$162,015$18,002iApproximate average salary by contribution assumption: employee only about $450,042 at 4% or $300,028 at 6%; with 50% employer match about $300,028 at 4% or $200,019 at 6%; with 100% employer match about $225,021 at 4% or $150,014 at 6%.
202319$2,809,914$158,361$17,596iApproximate average salary by contribution assumption: employee only about $439,892 at 4% or $293,261 at 6%; with 50% employer match about $293,261 at 4% or $195,507 at 6%; with 100% employer match about $219,946 at 4% or $146,631 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-9$2,809,914$158,361$17,596iApproximate average salary by contribution assumption: employee only about $439,892 at 4% or $293,261 at 6%; with 50% employer match about $293,261 at 4% or $195,507 at 6%; with 100% employer match about $219,946 at 4% or $146,631 at 6%.
202217$2,243,366$127,409$18,201iApproximate average salary by contribution assumption: employee only about $455,032 at 4% or $303,355 at 6%; with 50% employer match about $303,355 at 4% or $202,237 at 6%; with 100% employer match about $227,516 at 4% or $151,677 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-7$2,243,366$127,409$18,201iApproximate average salary by contribution assumption: employee only about $455,032 at 4% or $303,355 at 6%; with 50% employer match about $303,355 at 4% or $202,237 at 6%; with 100% employer match about $227,516 at 4% or $151,677 at 6%.
202118$2,473,501$125,620$15,703iApproximate average salary by contribution assumption: employee only about $392,563 at 4% or $261,708 at 6%; with 50% employer match about $261,708 at 4% or $174,472 at 6%; with 100% employer match about $196,281 at 4% or $130,854 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-8$2,473,501$125,620$15,703iApproximate average salary by contribution assumption: employee only about $392,563 at 4% or $261,708 at 6%; with 50% employer match about $261,708 at 4% or $174,472 at 6%; with 100% employer match about $196,281 at 4% or $130,854 at 6%.
202018$2,020,704$116,839$14,605iApproximate average salary by contribution assumption: employee only about $365,122 at 4% or $243,415 at 6%; with 50% employer match about $243,415 at 4% or $162,276 at 6%; with 100% employer match about $182,561 at 4% or $121,707 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-8$2,020,704$116,839$14,605iApproximate average salary by contribution assumption: employee only about $365,122 at 4% or $243,415 at 6%; with 50% employer match about $243,415 at 4% or $162,276 at 6%; with 100% employer match about $182,561 at 4% or $121,707 at 6%.
201917$1,599,532$113,453$16,208iApproximate average salary by contribution assumption: employee only about $405,189 at 4% or $270,126 at 6%; with 50% employer match about $270,126 at 4% or $180,084 at 6%; with 100% employer match about $202,595 at 4% or $135,063 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-7$1,599,532$113,453$16,208iApproximate average salary by contribution assumption: employee only about $405,189 at 4% or $270,126 at 6%; with 50% employer match about $270,126 at 4% or $180,084 at 6%; with 100% employer match about $202,595 at 4% or $135,063 at 6%.
201817$1,193,931$82,118$11,731iApproximate average salary by contribution assumption: employee only about $293,279 at 4% or $195,519 at 6%; with 50% employer match about $195,519 at 4% or $130,346 at 6%; with 100% employer match about $146,639 at 4% or $97,760 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-7$1,193,931$82,118$11,731iApproximate average salary by contribution assumption: employee only about $293,279 at 4% or $195,519 at 6%; with 50% employer match about $195,519 at 4% or $130,346 at 6%; with 100% employer match about $146,639 at 4% or $97,760 at 6%.
201717$1,212,433$103,705$14,815iApproximate average salary by contribution assumption: employee only about $370,375 at 4% or $246,917 at 6%; with 50% employer match about $246,917 at 4% or $164,611 at 6%; with 100% employer match about $185,188 at 4% or $123,458 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-7$1,212,433$103,705$14,815iApproximate average salary by contribution assumption: employee only about $370,375 at 4% or $246,917 at 6%; with 50% employer match about $246,917 at 4% or $164,611 at 6%; with 100% employer match about $185,188 at 4% or $123,458 at 6%.
201616$915,068$101,555$16,926iApproximate average salary by contribution assumption: employee only about $423,146 at 4% or $282,097 at 6%; with 50% employer match about $282,097 at 4% or $188,065 at 6%; with 100% employer match about $211,573 at 4% or $141,049 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-6$915,068$101,555$16,926iApproximate average salary by contribution assumption: employee only about $423,146 at 4% or $282,097 at 6%; with 50% employer match about $282,097 at 4% or $188,065 at 6%; with 100% employer match about $211,573 at 4% or $141,049 at 6%.
201516$787,807$94,976$15,829iApproximate average salary by contribution assumption: employee only about $395,733 at 4% or $263,822 at 6%; with 50% employer match about $263,822 at 4% or $175,881 at 6%; with 100% employer match about $197,867 at 4% or $131,911 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-6$787,807$94,976$15,829iApproximate average salary by contribution assumption: employee only about $395,733 at 4% or $263,822 at 6%; with 50% employer match about $263,822 at 4% or $175,881 at 6%; with 100% employer match about $197,867 at 4% or $131,911 at 6%.
201416$704,534$710,056$118,343iApproximate average salary by contribution assumption: employee only about $2,958,567 at 4% or $1,972,378 at 6%; with 50% employer match about $1,972,378 at 4% or $1,314,919 at 6%; with 100% employer match about $1,479,283 at 4% or $986,189 at 6%.
Daniel H. Walkup, D.M.D., P.A. Retirement Savings Plan-6$704,534$710,056$118,343iApproximate average salary by contribution assumption: employee only about $2,958,567 at 4% or $1,972,378 at 6%; with 50% employer match about $1,972,378 at 4% or $1,314,919 at 6%; with 100% employer match about $1,479,283 at 4% or $986,189 at 6%.