Civic Intelligence

Shellie Branson, DMD

Plan context: Shellie Branson, D.M.D. Profit Sharing Plan

EIN 61-1146766 • Louisville, KY • 23 filings • 2 plans

7807 Shelbyville RoadSuite 203Louisville, KY 40222
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,417,763

2024 Contributions

$54,511

Historical Graphs

Total Assets Over Time

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

$1,417,763$708,882$0199920142024YearValue
$1,417,763Latest year 2024

Participants Over Time

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

320199920132024YearValue
2Latest year 2024

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
202412$1,417,763$54,511$27,256iApproximate average salary by contribution assumption: employee only about $681,388 at 4% or $454,258 at 6%; with 50% employer match about $454,258 at 4% or $302,839 at 6%; with 100% employer match about $340,694 at 4% or $227,129 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$1,417,763$54,511$27,256iApproximate average salary by contribution assumption: employee only about $681,388 at 4% or $454,258 at 6%; with 50% employer match about $454,258 at 4% or $302,839 at 6%; with 100% employer match about $340,694 at 4% or $227,129 at 6%.
202312$1,295,446$68,137$34,069iApproximate average salary by contribution assumption: employee only about $851,713 at 4% or $567,808 at 6%; with 50% employer match about $567,808 at 4% or $378,539 at 6%; with 100% employer match about $425,856 at 4% or $283,904 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$1,295,446$68,137$34,069iApproximate average salary by contribution assumption: employee only about $851,713 at 4% or $567,808 at 6%; with 50% employer match about $567,808 at 4% or $378,539 at 6%; with 100% employer match about $425,856 at 4% or $283,904 at 6%.
202212$1,146,500$69,045$34,523iApproximate average salary by contribution assumption: employee only about $863,063 at 4% or $575,375 at 6%; with 50% employer match about $575,375 at 4% or $383,583 at 6%; with 100% employer match about $431,531 at 4% or $287,688 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$1,146,500$69,045$34,523iApproximate average salary by contribution assumption: employee only about $863,063 at 4% or $575,375 at 6%; with 50% employer match about $575,375 at 4% or $383,583 at 6%; with 100% employer match about $431,531 at 4% or $287,688 at 6%.
202112$1,186,877$0-
Shellie Branson, D.M.D. Profit Sharing Plan-2$1,186,877$0-
202012$1,146,730$48,829$24,415iApproximate average salary by contribution assumption: employee only about $610,363 at 4% or $406,908 at 6%; with 50% employer match about $406,908 at 4% or $271,272 at 6%; with 100% employer match about $305,181 at 4% or $203,454 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$1,146,730$48,829$24,415iApproximate average salary by contribution assumption: employee only about $610,363 at 4% or $406,908 at 6%; with 50% employer match about $406,908 at 4% or $271,272 at 6%; with 100% employer match about $305,181 at 4% or $203,454 at 6%.
201912$1,127,224$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$1,127,224$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201812$989,354$56,873$28,437iApproximate average salary by contribution assumption: employee only about $710,913 at 4% or $473,942 at 6%; with 50% employer match about $473,942 at 4% or $315,961 at 6%; with 100% employer match about $355,456 at 4% or $236,971 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$989,354$56,873$28,437iApproximate average salary by contribution assumption: employee only about $710,913 at 4% or $473,942 at 6%; with 50% employer match about $473,942 at 4% or $315,961 at 6%; with 100% employer match about $355,456 at 4% or $236,971 at 6%.
201712$961,777$48,367$24,184iApproximate average salary by contribution assumption: employee only about $604,588 at 4% or $403,058 at 6%; with 50% employer match about $403,058 at 4% or $268,706 at 6%; with 100% employer match about $302,294 at 4% or $201,529 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$961,777$48,367$24,184iApproximate average salary by contribution assumption: employee only about $604,588 at 4% or $403,058 at 6%; with 50% employer match about $403,058 at 4% or $268,706 at 6%; with 100% employer match about $302,294 at 4% or $201,529 at 6%.
201612$873,262$47,936$23,968iApproximate average salary by contribution assumption: employee only about $599,200 at 4% or $399,467 at 6%; with 50% employer match about $399,467 at 4% or $266,311 at 6%; with 100% employer match about $299,600 at 4% or $199,733 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$873,262$47,936$23,968iApproximate average salary by contribution assumption: employee only about $599,200 at 4% or $399,467 at 6%; with 50% employer match about $399,467 at 4% or $266,311 at 6%; with 100% employer match about $299,600 at 4% or $199,733 at 6%.
201512$792,828$54,025$27,013iApproximate average salary by contribution assumption: employee only about $675,313 at 4% or $450,208 at 6%; with 50% employer match about $450,208 at 4% or $300,139 at 6%; with 100% employer match about $337,656 at 4% or $225,104 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$792,828$54,025$27,013iApproximate average salary by contribution assumption: employee only about $675,313 at 4% or $450,208 at 6%; with 50% employer match about $450,208 at 4% or $300,139 at 6%; with 100% employer match about $337,656 at 4% or $225,104 at 6%.
201412$748,542$55,470$27,735iApproximate average salary by contribution assumption: employee only about $693,375 at 4% or $462,250 at 6%; with 50% employer match about $462,250 at 4% or $308,167 at 6%; with 100% employer match about $346,688 at 4% or $231,125 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$748,542$55,470$27,735iApproximate average salary by contribution assumption: employee only about $693,375 at 4% or $462,250 at 6%; with 50% employer match about $462,250 at 4% or $308,167 at 6%; with 100% employer match about $346,688 at 4% or $231,125 at 6%.
201312$672,434$59,330$29,665iApproximate average salary by contribution assumption: employee only about $741,625 at 4% or $494,417 at 6%; with 50% employer match about $494,417 at 4% or $329,611 at 6%; with 100% employer match about $370,813 at 4% or $247,208 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$672,434$59,330$29,665iApproximate average salary by contribution assumption: employee only about $741,625 at 4% or $494,417 at 6%; with 50% employer match about $494,417 at 4% or $329,611 at 6%; with 100% employer match about $370,813 at 4% or $247,208 at 6%.
201212$585,095$56,514$28,257iApproximate average salary by contribution assumption: employee only about $706,425 at 4% or $470,950 at 6%; with 50% employer match about $470,950 at 4% or $313,967 at 6%; with 100% employer match about $353,213 at 4% or $235,475 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$585,095$56,514$28,257iApproximate average salary by contribution assumption: employee only about $706,425 at 4% or $470,950 at 6%; with 50% employer match about $470,950 at 4% or $313,967 at 6%; with 100% employer match about $353,213 at 4% or $235,475 at 6%.
201112$505,678$54,681$27,341iApproximate average salary by contribution assumption: employee only about $683,513 at 4% or $455,675 at 6%; with 50% employer match about $455,675 at 4% or $303,783 at 6%; with 100% employer match about $341,756 at 4% or $227,838 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$505,678$54,681$27,341iApproximate average salary by contribution assumption: employee only about $683,513 at 4% or $455,675 at 6%; with 50% employer match about $455,675 at 4% or $303,783 at 6%; with 100% employer match about $341,756 at 4% or $227,838 at 6%.
201012$440,959$54,584$27,292iApproximate average salary by contribution assumption: employee only about $682,300 at 4% or $454,867 at 6%; with 50% employer match about $454,867 at 4% or $303,244 at 6%; with 100% employer match about $341,150 at 4% or $227,433 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$440,959$54,584$27,292iApproximate average salary by contribution assumption: employee only about $682,300 at 4% or $454,867 at 6%; with 50% employer match about $454,867 at 4% or $303,244 at 6%; with 100% employer match about $341,150 at 4% or $227,433 at 6%.
200912$371,717$43,025$21,513iApproximate average salary by contribution assumption: employee only about $537,813 at 4% or $358,542 at 6%; with 50% employer match about $358,542 at 4% or $239,028 at 6%; with 100% employer match about $268,906 at 4% or $179,271 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$371,717$43,025$21,513iApproximate average salary by contribution assumption: employee only about $537,813 at 4% or $358,542 at 6%; with 50% employer match about $358,542 at 4% or $239,028 at 6%; with 100% employer match about $268,906 at 4% or $179,271 at 6%.
200812$283,991$44,059$22,030iApproximate average salary by contribution assumption: employee only about $550,738 at 4% or $367,158 at 6%; with 50% employer match about $367,158 at 4% or $244,772 at 6%; with 100% employer match about $275,369 at 4% or $183,579 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$283,991$44,059$22,030iApproximate average salary by contribution assumption: employee only about $550,738 at 4% or $367,158 at 6%; with 50% employer match about $367,158 at 4% or $244,772 at 6%; with 100% employer match about $275,369 at 4% or $183,579 at 6%.
200712$0$0-
Shellie Branson, D.M.D. Profit Sharing Plan-2---
200612$301,727$33,203$16,602iApproximate average salary by contribution assumption: employee only about $415,038 at 4% or $276,692 at 6%; with 50% employer match about $276,692 at 4% or $184,461 at 6%; with 100% employer match about $207,519 at 4% or $138,346 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$301,727$33,203$16,602iApproximate average salary by contribution assumption: employee only about $415,038 at 4% or $276,692 at 6%; with 50% employer match about $276,692 at 4% or $184,461 at 6%; with 100% employer match about $207,519 at 4% or $138,346 at 6%.
200512$242,777$33,623$16,812iApproximate average salary by contribution assumption: employee only about $420,288 at 4% or $280,192 at 6%; with 50% employer match about $280,192 at 4% or $186,794 at 6%; with 100% employer match about $210,144 at 4% or $140,096 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$242,777$33,623$16,812iApproximate average salary by contribution assumption: employee only about $420,288 at 4% or $280,192 at 6%; with 50% employer match about $280,192 at 4% or $186,794 at 6%; with 100% employer match about $210,144 at 4% or $140,096 at 6%.
200412$203,931$34,629$17,315iApproximate average salary by contribution assumption: employee only about $432,863 at 4% or $288,575 at 6%; with 50% employer match about $288,575 at 4% or $192,383 at 6%; with 100% employer match about $216,431 at 4% or $144,288 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$203,931$34,629$17,315iApproximate average salary by contribution assumption: employee only about $432,863 at 4% or $288,575 at 6%; with 50% employer match about $288,575 at 4% or $192,383 at 6%; with 100% employer match about $216,431 at 4% or $144,288 at 6%.
200312$159,550$33,950$16,975iApproximate average salary by contribution assumption: employee only about $424,375 at 4% or $282,917 at 6%; with 50% employer match about $282,917 at 4% or $188,611 at 6%; with 100% employer match about $212,188 at 4% or $141,458 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-2$159,550$33,950$16,975iApproximate average salary by contribution assumption: employee only about $424,375 at 4% or $282,917 at 6%; with 50% employer match about $282,917 at 4% or $188,611 at 6%; with 100% employer match about $212,188 at 4% or $141,458 at 6%.
199913$90,190$20,925$6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%.
Shellie Branson, D.M.D. Profit Sharing Plan-3$90,190$20,925$6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%.