W. Dan Shepherd, D.M.D.
Plan context: W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN
EIN 61-0931872 • Owensboro, KY • 26 filings • 8 plans
Current Snapshot
Latest Year
2020
2020 Participants
8
2020 Assets
$1,346,157
2020 Contributions
$40,173
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 0 | $0 | - | - |
| 2019 | 1 | 8 | $1,346,157 | $40,173 | $5,022iApproximate average salary by contribution assumption: employee only about $125,541 at 4% or $83,694 at 6%; with 50% employer match about $83,694 at 4% or $55,796 at 6%; with 100% employer match about $62,770 at 4% or $41,847 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 8 | $1,346,157 | $40,173 | $5,022iApproximate average salary by contribution assumption: employee only about $125,541 at 4% or $83,694 at 6%; with 50% employer match about $83,694 at 4% or $55,796 at 6%; with 100% employer match about $62,770 at 4% or $41,847 at 6%. |
| 2018 | 1 | 8 | $1,142,088 | $37,894 | $4,737iApproximate average salary by contribution assumption: employee only about $118,419 at 4% or $78,946 at 6%; with 50% employer match about $78,946 at 4% or $52,631 at 6%; with 100% employer match about $59,209 at 4% or $39,473 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 8 | $1,142,088 | $37,894 | $4,737iApproximate average salary by contribution assumption: employee only about $118,419 at 4% or $78,946 at 6%; with 50% employer match about $78,946 at 4% or $52,631 at 6%; with 100% employer match about $59,209 at 4% or $39,473 at 6%. |
| 2017 | 1 | 6 | $1,215,830 | $35,346 | $5,891iApproximate average salary by contribution assumption: employee only about $147,275 at 4% or $98,183 at 6%; with 50% employer match about $98,183 at 4% or $65,456 at 6%; with 100% employer match about $73,638 at 4% or $49,092 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 6 | $1,215,830 | $35,346 | $5,891iApproximate average salary by contribution assumption: employee only about $147,275 at 4% or $98,183 at 6%; with 50% employer match about $98,183 at 4% or $65,456 at 6%; with 100% employer match about $73,638 at 4% or $49,092 at 6%. |
| 2016 | 1 | 5 | $1,101,185 | $36,960 | $7,392iApproximate average salary by contribution assumption: employee only about $184,800 at 4% or $123,200 at 6%; with 50% employer match about $123,200 at 4% or $82,133 at 6%; with 100% employer match about $92,400 at 4% or $61,600 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 5 | $1,101,185 | $36,960 | $7,392iApproximate average salary by contribution assumption: employee only about $184,800 at 4% or $123,200 at 6%; with 50% employer match about $123,200 at 4% or $82,133 at 6%; with 100% employer match about $92,400 at 4% or $61,600 at 6%. |
| 2015 | 1 | 7 | $1,020,971 | $40,534 | $5,791iApproximate average salary by contribution assumption: employee only about $144,764 at 4% or $96,510 at 6%; with 50% employer match about $96,510 at 4% or $64,340 at 6%; with 100% employer match about $72,382 at 4% or $48,255 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 7 | $1,020,971 | $40,534 | $5,791iApproximate average salary by contribution assumption: employee only about $144,764 at 4% or $96,510 at 6%; with 50% employer match about $96,510 at 4% or $64,340 at 6%; with 100% employer match about $72,382 at 4% or $48,255 at 6%. |
| 2014 | 1 | 7 | $1,013,078 | $40,620 | $5,803iApproximate average salary by contribution assumption: employee only about $145,071 at 4% or $96,714 at 6%; with 50% employer match about $96,714 at 4% or $64,476 at 6%; with 100% employer match about $72,536 at 4% or $48,357 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 7 | $1,013,078 | $40,620 | $5,803iApproximate average salary by contribution assumption: employee only about $145,071 at 4% or $96,714 at 6%; with 50% employer match about $96,714 at 4% or $64,476 at 6%; with 100% employer match about $72,536 at 4% or $48,357 at 6%. |
| 2013 | 1 | 7 | $916,258 | $42,050 | $6,007iApproximate average salary by contribution assumption: employee only about $150,179 at 4% or $100,119 at 6%; with 50% employer match about $100,119 at 4% or $66,746 at 6%; with 100% employer match about $75,089 at 4% or $50,060 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 7 | $916,258 | $42,050 | $6,007iApproximate average salary by contribution assumption: employee only about $150,179 at 4% or $100,119 at 6%; with 50% employer match about $100,119 at 4% or $66,746 at 6%; with 100% employer match about $75,089 at 4% or $50,060 at 6%. |
| 2012 | 1 | 9 | $824,946 | $43,132 | $4,792iApproximate average salary by contribution assumption: employee only about $119,811 at 4% or $79,874 at 6%; with 50% employer match about $79,874 at 4% or $53,249 at 6%; with 100% employer match about $59,906 at 4% or $39,937 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 9 | $824,946 | $43,132 | $4,792iApproximate average salary by contribution assumption: employee only about $119,811 at 4% or $79,874 at 6%; with 50% employer match about $79,874 at 4% or $53,249 at 6%; with 100% employer match about $59,906 at 4% or $39,937 at 6%. |
| 2011 | 1 | 9 | $710,438 | $46,978 | $5,220iApproximate average salary by contribution assumption: employee only about $130,494 at 4% or $86,996 at 6%; with 50% employer match about $86,996 at 4% or $57,998 at 6%; with 100% employer match about $65,247 at 4% or $43,498 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 9 | $710,438 | $46,978 | $5,220iApproximate average salary by contribution assumption: employee only about $130,494 at 4% or $86,996 at 6%; with 50% employer match about $86,996 at 4% or $57,998 at 6%; with 100% employer match about $65,247 at 4% or $43,498 at 6%. |
| 2010 | 1 | 7 | $671,454 | $40,446 | $5,778iApproximate average salary by contribution assumption: employee only about $144,450 at 4% or $96,300 at 6%; with 50% employer match about $96,300 at 4% or $64,200 at 6%; with 100% employer match about $72,225 at 4% or $48,150 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 7 | $671,454 | $40,446 | $5,778iApproximate average salary by contribution assumption: employee only about $144,450 at 4% or $96,300 at 6%; with 50% employer match about $96,300 at 4% or $64,200 at 6%; with 100% employer match about $72,225 at 4% or $48,150 at 6%. |
| 2009 | 2 | 7 | $1,121,234 | $84,686 | $12,098iApproximate average salary by contribution assumption: employee only about $302,450 at 4% or $201,633 at 6%; with 50% employer match about $201,633 at 4% or $134,422 at 6%; with 100% employer match about $151,225 at 4% or $100,817 at 6%. |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 7 | $560,617 | $42,343 | $6,049iApproximate average salary by contribution assumption: employee only about $151,225 at 4% or $100,817 at 6%; with 50% employer match about $100,817 at 4% or $67,211 at 6%; with 100% employer match about $75,613 at 4% or $50,408 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401 (K) PLAN | - | 7 | $560,617 | $42,343 | $6,049iApproximate average salary by contribution assumption: employee only about $151,225 at 4% or $100,817 at 6%; with 50% employer match about $100,817 at 4% or $67,211 at 6%; with 100% employer match about $75,613 at 4% or $50,408 at 6%. |
| 2008 | 1 | 7 | $410,770 | $40,402 | $5,772iApproximate average salary by contribution assumption: employee only about $144,293 at 4% or $96,195 at 6%; with 50% employer match about $96,195 at 4% or $64,130 at 6%; with 100% employer match about $72,146 at 4% or $48,098 at 6%. |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 7 | $410,770 | $40,402 | $5,772iApproximate average salary by contribution assumption: employee only about $144,293 at 4% or $96,195 at 6%; with 50% employer match about $96,195 at 4% or $64,130 at 6%; with 100% employer match about $72,146 at 4% or $48,098 at 6%. |
| 2007 | 1 | 6 | $524,590 | $37,741 | $6,290iApproximate average salary by contribution assumption: employee only about $157,254 at 4% or $104,836 at 6%; with 50% employer match about $104,836 at 4% or $69,891 at 6%; with 100% employer match about $78,627 at 4% or $52,418 at 6%. |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 6 | $524,590 | $37,741 | $6,290iApproximate average salary by contribution assumption: employee only about $157,254 at 4% or $104,836 at 6%; with 50% employer match about $104,836 at 4% or $69,891 at 6%; with 100% employer match about $78,627 at 4% or $52,418 at 6%. |
| 2006 | 1 | 6 | $452,901 | $38,731 | $6,455iApproximate average salary by contribution assumption: employee only about $161,379 at 4% or $107,586 at 6%; with 50% employer match about $107,586 at 4% or $71,724 at 6%; with 100% employer match about $80,690 at 4% or $53,793 at 6%. |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 6 | $452,901 | $38,731 | $6,455iApproximate average salary by contribution assumption: employee only about $161,379 at 4% or $107,586 at 6%; with 50% employer match about $107,586 at 4% or $71,724 at 6%; with 100% employer match about $80,690 at 4% or $53,793 at 6%. |
| 2005 | 1 | 6 | $371,437 | $36,324 | $6,054iApproximate average salary by contribution assumption: employee only about $151,350 at 4% or $100,900 at 6%; with 50% employer match about $100,900 at 4% or $67,267 at 6%; with 100% employer match about $75,675 at 4% or $50,450 at 6%. |
| W DAN SHEPHERD DMD PROFIT SHARING/401K PLAN | - | 6 | $371,437 | $36,324 | $6,054iApproximate average salary by contribution assumption: employee only about $151,350 at 4% or $100,900 at 6%; with 50% employer match about $100,900 at 4% or $67,267 at 6%; with 100% employer match about $75,675 at 4% or $50,450 at 6%. |
| 2004 | 1 | 4 | $319,642 | $32,121 | $8,030iApproximate average salary by contribution assumption: employee only about $200,756 at 4% or $133,838 at 6%; with 50% employer match about $133,838 at 4% or $89,225 at 6%; with 100% employer match about $100,378 at 4% or $66,919 at 6%. |
| W. DAN SHEPHERD, DMD SELF-EMPLOYED PROFIT SHARING PLAN | - | 4 | $319,642 | $32,121 | $8,030iApproximate average salary by contribution assumption: employee only about $200,756 at 4% or $133,838 at 6%; with 50% employer match about $133,838 at 4% or $89,225 at 6%; with 100% employer match about $100,378 at 4% or $66,919 at 6%. |
| 2003 | 1 | 5 | $254,091 | $14,000 | $2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%. |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 5 | $254,091 | $14,000 | $2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%. |
| 2002 | 2 | 3 | $194,497 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| W. DAN SHEPHERD, DMD SELF-EMPLOYED PROFIT SHARING PLAN | - | 3 | $194,497 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 0 | - | - | - |
| 2001 | 2 | 2 | $222,281 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 2 | $177,617 | - | - |
| W. DAN SHEPHERD, DMD SELF-EMPLOYED PROFIT SHARING PLAN | - | 2 | $44,664 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2000 | 2 | 3 | $216,187 | $24,431 | $8,144iApproximate average salary by contribution assumption: employee only about $203,592 at 4% or $135,728 at 6%; with 50% employer match about $135,728 at 4% or $90,485 at 6%; with 100% employer match about $101,796 at 4% or $67,864 at 6%. |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 2 | $191,756 | - | - |
| W. DAN SHEPHERD, DMD SELF-EMPLOYED PROFIT SHARING PLAN | - | 3 | $24,431 | $24,431 | $8,144iApproximate average salary by contribution assumption: employee only about $203,592 at 4% or $135,728 at 6%; with 50% employer match about $135,728 at 4% or $90,485 at 6%; with 100% employer match about $101,796 at 4% or $67,864 at 6%. |
| 1999 | 1 | 3 | $202,566 | $0 | - |
| W. Dan Shepherd, D.M.D. Target Benefit HR-10 Plan | - | 3 | $202,566 | - | - |