Civic Intelligence

Applegate Dentistry

Plan context: Applegate Dentistry 401(K) Profit Sharing Plan

EIN 61-1328016 • Covington, KY • 25 filings • 3 plans

322 Greenup StreetCovington, KY 41011
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,004,981

2024 Contributions

$114,144

Historical Graphs

Total Assets Over Time

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

$3,004,981$1,502,491$0200520152024YearValue
$3,004,981Latest year 2024

Participants Over Time

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

1160200520152024YearValue
11Latest 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
2024211$3,004,981$114,144$10,377iApproximate average salary by contribution assumption: employee only about $259,418 at 4% or $172,945 at 6%; with 50% employer match about $172,945 at 4% or $115,297 at 6%; with 100% employer match about $129,709 at 4% or $86,473 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-11$3,004,981$113,331$10,303iApproximate average salary by contribution assumption: employee only about $257,570 at 4% or $171,714 at 6%; with 50% employer match about $171,714 at 4% or $114,476 at 6%; with 100% employer match about $128,785 at 4% or $85,857 at 6%.
APPLEGATE DENTISTRY CBS BENEFIT PLAN-0$0$813-
202329$2,617,072$93,382$10,376iApproximate average salary by contribution assumption: employee only about $259,394 at 4% or $172,930 at 6%; with 50% employer match about $172,930 at 4% or $115,286 at 6%; with 100% employer match about $129,697 at 4% or $86,465 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-9$2,615,269$85,056$9,451iApproximate average salary by contribution assumption: employee only about $236,267 at 4% or $157,511 at 6%; with 50% employer match about $157,511 at 4% or $105,007 at 6%; with 100% employer match about $118,133 at 4% or $78,756 at 6%.
APPLEGATE DENTISTRY CBS BENEFIT PLAN-1$1,803$8,326$8,326iApproximate average salary by contribution assumption: employee only about $208,150 at 4% or $138,767 at 6%; with 50% employer match about $138,767 at 4% or $92,511 at 6%; with 100% employer match about $104,075 at 4% or $69,383 at 6%.
2022210$2,199,245$109,375$10,938iApproximate average salary by contribution assumption: employee only about $273,438 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-10$2,197,832$94,872$9,487iApproximate average salary by contribution assumption: employee only about $237,180 at 4% or $158,120 at 6%; with 50% employer match about $158,120 at 4% or $105,413 at 6%; with 100% employer match about $118,590 at 4% or $79,060 at 6%.
APPLEGATE DENTISTRY CBS BENEFIT PLAN-2$1,413$14,503$7,252iApproximate average salary by contribution assumption: employee only about $181,288 at 4% or $120,858 at 6%; with 50% employer match about $120,858 at 4% or $80,572 at 6%; with 100% employer match about $90,644 at 4% or $60,429 at 6%.
202125$2,251,069$20,127$4,025iApproximate average salary by contribution assumption: employee only about $100,635 at 4% or $67,090 at 6%; with 50% employer match about $67,090 at 4% or $44,727 at 6%; with 100% employer match about $50,318 at 4% or $33,545 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-5$2,249,996$14,962$2,992iApproximate average salary by contribution assumption: employee only about $74,810 at 4% or $49,873 at 6%; with 50% employer match about $49,873 at 4% or $33,249 at 6%; with 100% employer match about $37,405 at 4% or $24,937 at 6%.
APPLEGATE DENTISTRY CBS BENEFIT PLAN-1$1,073$5,165$5,165iApproximate average salary by contribution assumption: employee only about $129,125 at 4% or $86,083 at 6%; with 50% employer match about $86,083 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%.
202029$2,022,533$92,393$10,266iApproximate average salary by contribution assumption: employee only about $256,647 at 4% or $171,098 at 6%; with 50% employer match about $171,098 at 4% or $114,065 at 6%; with 100% employer match about $128,324 at 4% or $85,549 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-9$2,021,679$83,793$9,310iApproximate average salary by contribution assumption: employee only about $232,758 at 4% or $155,172 at 6%; with 50% employer match about $155,172 at 4% or $103,448 at 6%; with 100% employer match about $116,379 at 4% or $77,586 at 6%.
APPLEGATE DENTISTRY CBS BENEFIT PLAN-1$854$8,600$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
2019110$1,828,019$98,071$9,807iApproximate average salary by contribution assumption: employee only about $245,178 at 4% or $163,452 at 6%; with 50% employer match about $163,452 at 4% or $108,968 at 6%; with 100% employer match about $122,589 at 4% or $81,726 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-10$1,828,019$98,071$9,807iApproximate average salary by contribution assumption: employee only about $245,178 at 4% or $163,452 at 6%; with 50% employer match about $163,452 at 4% or $108,968 at 6%; with 100% employer match about $122,589 at 4% or $81,726 at 6%.
201819$1,455,779$89,576$9,953iApproximate average salary by contribution assumption: employee only about $248,822 at 4% or $165,881 at 6%; with 50% employer match about $165,881 at 4% or $110,588 at 6%; with 100% employer match about $124,411 at 4% or $82,941 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-9$1,455,779$89,576$9,953iApproximate average salary by contribution assumption: employee only about $248,822 at 4% or $165,881 at 6%; with 50% employer match about $165,881 at 4% or $110,588 at 6%; with 100% employer match about $124,411 at 4% or $82,941 at 6%.
201718$1,529,053$85,790$10,724iApproximate average salary by contribution assumption: employee only about $268,094 at 4% or $178,729 at 6%; with 50% employer match about $178,729 at 4% or $119,153 at 6%; with 100% employer match about $134,047 at 4% or $89,365 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-8$1,529,053$85,790$10,724iApproximate average salary by contribution assumption: employee only about $268,094 at 4% or $178,729 at 6%; with 50% employer match about $178,729 at 4% or $119,153 at 6%; with 100% employer match about $134,047 at 4% or $89,365 at 6%.
201618$1,242,862$86,558$10,820iApproximate average salary by contribution assumption: employee only about $270,494 at 4% or $180,329 at 6%; with 50% employer match about $180,329 at 4% or $120,219 at 6%; with 100% employer match about $135,247 at 4% or $90,165 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-8$1,242,862$86,558$10,820iApproximate average salary by contribution assumption: employee only about $270,494 at 4% or $180,329 at 6%; with 50% employer match about $180,329 at 4% or $120,219 at 6%; with 100% employer match about $135,247 at 4% or $90,165 at 6%.
201517$1,068,915$87,892$12,556iApproximate average salary by contribution assumption: employee only about $313,900 at 4% or $209,267 at 6%; with 50% employer match about $209,267 at 4% or $139,511 at 6%; with 100% employer match about $156,950 at 4% or $104,633 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-7$1,068,915$87,892$12,556iApproximate average salary by contribution assumption: employee only about $313,900 at 4% or $209,267 at 6%; with 50% employer match about $209,267 at 4% or $139,511 at 6%; with 100% employer match about $156,950 at 4% or $104,633 at 6%.
201418$1,033,969$81,214$10,152iApproximate average salary by contribution assumption: employee only about $253,794 at 4% or $169,196 at 6%; with 50% employer match about $169,196 at 4% or $112,797 at 6%; with 100% employer match about $126,897 at 4% or $84,598 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-8$1,033,969$81,214$10,152iApproximate average salary by contribution assumption: employee only about $253,794 at 4% or $169,196 at 6%; with 50% employer match about $169,196 at 4% or $112,797 at 6%; with 100% employer match about $126,897 at 4% or $84,598 at 6%.
201317$931,421$83,709$11,958iApproximate average salary by contribution assumption: employee only about $298,961 at 4% or $199,307 at 6%; with 50% employer match about $199,307 at 4% or $132,871 at 6%; with 100% employer match about $149,480 at 4% or $99,654 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-7$931,421$83,709$11,958iApproximate average salary by contribution assumption: employee only about $298,961 at 4% or $199,307 at 6%; with 50% employer match about $199,307 at 4% or $132,871 at 6%; with 100% employer match about $149,480 at 4% or $99,654 at 6%.
201217$695,761$82,097$11,728iApproximate average salary by contribution assumption: employee only about $293,204 at 4% or $195,469 at 6%; with 50% employer match about $195,469 at 4% or $130,313 at 6%; with 100% employer match about $146,602 at 4% or $97,735 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-7$695,761$82,097$11,728iApproximate average salary by contribution assumption: employee only about $293,204 at 4% or $195,469 at 6%; with 50% employer match about $195,469 at 4% or $130,313 at 6%; with 100% employer match about $146,602 at 4% or $97,735 at 6%.
201117$542,779$78,879$11,268iApproximate average salary by contribution assumption: employee only about $281,711 at 4% or $187,807 at 6%; with 50% employer match about $187,807 at 4% or $125,205 at 6%; with 100% employer match about $140,855 at 4% or $93,904 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-7$542,779$78,879$11,268iApproximate average salary by contribution assumption: employee only about $281,711 at 4% or $187,807 at 6%; with 50% employer match about $187,807 at 4% or $125,205 at 6%; with 100% employer match about $140,855 at 4% or $93,904 at 6%.
201016$493,828$79,792$13,299iApproximate average salary by contribution assumption: employee only about $332,467 at 4% or $221,644 at 6%; with 50% employer match about $221,644 at 4% or $147,763 at 6%; with 100% employer match about $166,233 at 4% or $110,822 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-6$493,828$79,792$13,299iApproximate average salary by contribution assumption: employee only about $332,467 at 4% or $221,644 at 6%; with 50% employer match about $221,644 at 4% or $147,763 at 6%; with 100% employer match about $166,233 at 4% or $110,822 at 6%.
200917$357,855$83,350$11,907iApproximate average salary by contribution assumption: employee only about $297,679 at 4% or $198,452 at 6%; with 50% employer match about $198,452 at 4% or $132,302 at 6%; with 100% employer match about $148,839 at 4% or $99,226 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-7$357,855$83,350$11,907iApproximate average salary by contribution assumption: employee only about $297,679 at 4% or $198,452 at 6%; with 50% employer match about $198,452 at 4% or $132,302 at 6%; with 100% employer match about $148,839 at 4% or $99,226 at 6%.
200815$218,912$72,391$14,478iApproximate average salary by contribution assumption: employee only about $361,955 at 4% or $241,303 at 6%; with 50% employer match about $241,303 at 4% or $160,869 at 6%; with 100% employer match about $180,978 at 4% or $120,652 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-5$218,912$72,391$14,478iApproximate average salary by contribution assumption: employee only about $361,955 at 4% or $241,303 at 6%; with 50% employer match about $241,303 at 4% or $160,869 at 6%; with 100% employer match about $180,978 at 4% or $120,652 at 6%.
200715$0$0-
Applegate Dentistry 401(K) Profit Sharing Plan-5---
200614$139,878$67,077$16,769iApproximate average salary by contribution assumption: employee only about $419,231 at 4% or $279,488 at 6%; with 50% employer match about $279,488 at 4% or $186,325 at 6%; with 100% employer match about $209,616 at 4% or $139,744 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-4$139,878$67,077$16,769iApproximate average salary by contribution assumption: employee only about $419,231 at 4% or $279,488 at 6%; with 50% employer match about $279,488 at 4% or $186,325 at 6%; with 100% employer match about $209,616 at 4% or $139,744 at 6%.
200514$65,083$64,772$16,193iApproximate average salary by contribution assumption: employee only about $404,825 at 4% or $269,883 at 6%; with 50% employer match about $269,883 at 4% or $179,922 at 6%; with 100% employer match about $202,413 at 4% or $134,942 at 6%.
Applegate Dentistry 401(K) Profit Sharing Plan-4$65,083$64,772$16,193iApproximate average salary by contribution assumption: employee only about $404,825 at 4% or $269,883 at 6%; with 50% employer match about $269,883 at 4% or $179,922 at 6%; with 100% employer match about $202,413 at 4% or $134,942 at 6%.