Civic Intelligence

James W. Curtiss, Jr., D.D.S.

Plan context: CURTISS DENTISTRY, PLLC CASH BALANCE PLAN

EIN 62-0991561 • Maryville, TN • 36 filings • 3 plans

1507 E. Lamar Alexander ParkwayMaryville, TN 37804
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$5,423,106

2023 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$6,632,025$3,316,013$0199920112022YearValue
$5,423,106Latest year 2022

Participants Over Time

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

1260199920112022YearValue
7Latest year 2022

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
202320$0$15,000-
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-0$0$15,000-
James W. Curtiss, Jr. Dds Profit Sharing Plan-0$0$0-
202227$5,423,106$122,620$17,517iApproximate average salary by contribution assumption: employee only about $437,929 at 4% or $291,952 at 6%; with 50% employer match about $291,952 at 4% or $194,635 at 6%; with 100% employer match about $218,964 at 4% or $145,976 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-7$4,364,334$102,620$14,660iApproximate average salary by contribution assumption: employee only about $366,500 at 4% or $244,333 at 6%; with 50% employer match about $244,333 at 4% or $162,889 at 6%; with 100% employer match about $183,250 at 4% or $122,167 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-7$1,058,772$20,000$2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%.
2021212$6,632,025$209,026$17,419iApproximate average salary by contribution assumption: employee only about $435,471 at 4% or $290,314 at 6%; with 50% employer match about $290,314 at 4% or $193,543 at 6%; with 100% employer match about $217,735 at 4% or $145,157 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-12$5,409,989$110,715$9,226iApproximate average salary by contribution assumption: employee only about $230,656 at 4% or $153,771 at 6%; with 50% employer match about $153,771 at 4% or $102,514 at 6%; with 100% employer match about $115,328 at 4% or $76,885 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-11$1,222,036$98,311$8,937iApproximate average salary by contribution assumption: employee only about $223,434 at 4% or $148,956 at 6%; with 50% employer match about $148,956 at 4% or $99,304 at 6%; with 100% employer match about $111,717 at 4% or $74,478 at 6%.
202028$5,532,105$199,707$24,963iApproximate average salary by contribution assumption: employee only about $624,084 at 4% or $416,056 at 6%; with 50% employer match about $416,056 at 4% or $277,371 at 6%; with 100% employer match about $312,042 at 4% or $208,028 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-8$4,583,954$105,831$13,229iApproximate average salary by contribution assumption: employee only about $330,722 at 4% or $220,481 at 6%; with 50% employer match about $220,481 at 4% or $146,988 at 6%; with 100% employer match about $165,361 at 4% or $110,241 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-8$948,151$93,876$11,735iApproximate average salary by contribution assumption: employee only about $293,363 at 4% or $195,575 at 6%; with 50% employer match about $195,575 at 4% or $130,383 at 6%; with 100% employer match about $146,681 at 4% or $97,788 at 6%.
201929$4,682,146$202,898$22,544iApproximate average salary by contribution assumption: employee only about $563,606 at 4% or $375,737 at 6%; with 50% employer match about $375,737 at 4% or $250,491 at 6%; with 100% employer match about $281,803 at 4% or $187,869 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$3,917,229$110,331$12,259iApproximate average salary by contribution assumption: employee only about $306,475 at 4% or $204,317 at 6%; with 50% employer match about $204,317 at 4% or $136,211 at 6%; with 100% employer match about $153,238 at 4% or $102,158 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-9$764,917$92,567$10,285iApproximate average salary by contribution assumption: employee only about $257,131 at 4% or $171,420 at 6%; with 50% employer match about $171,420 at 4% or $114,280 at 6%; with 100% employer match about $128,565 at 4% or $85,710 at 6%.
201829$3,677,946$202,137$22,460iApproximate average salary by contribution assumption: employee only about $561,492 at 4% or $374,328 at 6%; with 50% employer match about $374,328 at 4% or $249,552 at 6%; with 100% employer match about $280,746 at 4% or $187,164 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$3,116,303$112,728$12,525iApproximate average salary by contribution assumption: employee only about $313,133 at 4% or $208,756 at 6%; with 50% employer match about $208,756 at 4% or $139,170 at 6%; with 100% employer match about $156,567 at 4% or $104,378 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-9$561,643$89,409$9,934iApproximate average salary by contribution assumption: employee only about $248,358 at 4% or $165,572 at 6%; with 50% employer match about $165,572 at 4% or $110,381 at 6%; with 100% employer match about $124,179 at 4% or $82,786 at 6%.
2017210$3,636,148$198,013$19,801iApproximate average salary by contribution assumption: employee only about $495,033 at 4% or $330,022 at 6%; with 50% employer match about $330,022 at 4% or $220,014 at 6%; with 100% employer match about $247,516 at 4% or $165,011 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-10$3,136,450$111,201$11,120iApproximate average salary by contribution assumption: employee only about $278,003 at 4% or $185,335 at 6%; with 50% employer match about $185,335 at 4% or $123,557 at 6%; with 100% employer match about $139,001 at 4% or $92,668 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-9$499,698$86,812$9,646iApproximate average salary by contribution assumption: employee only about $241,144 at 4% or $160,763 at 6%; with 50% employer match about $160,763 at 4% or $107,175 at 6%; with 100% employer match about $120,572 at 4% or $80,381 at 6%.
201629$2,999,794$190,201$21,133iApproximate average salary by contribution assumption: employee only about $528,336 at 4% or $352,224 at 6%; with 50% employer match about $352,224 at 4% or $234,816 at 6%; with 100% employer match about $264,168 at 4% or $176,112 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$2,634,311$105,838$11,760iApproximate average salary by contribution assumption: employee only about $293,994 at 4% or $195,996 at 6%; with 50% employer match about $195,996 at 4% or $130,664 at 6%; with 100% employer match about $146,997 at 4% or $97,998 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-9$365,483$84,363$9,374iApproximate average salary by contribution assumption: employee only about $234,342 at 4% or $156,228 at 6%; with 50% employer match about $156,228 at 4% or $104,152 at 6%; with 100% employer match about $117,171 at 4% or $78,114 at 6%.
201529$2,585,135$196,757$21,862iApproximate average salary by contribution assumption: employee only about $546,547 at 4% or $364,365 at 6%; with 50% employer match about $364,365 at 4% or $242,910 at 6%; with 100% employer match about $273,274 at 4% or $182,182 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$2,327,869$111,712$12,412iApproximate average salary by contribution assumption: employee only about $310,311 at 4% or $206,874 at 6%; with 50% employer match about $206,874 at 4% or $137,916 at 6%; with 100% employer match about $155,156 at 4% or $103,437 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-9$257,266$85,045$9,449iApproximate average salary by contribution assumption: employee only about $236,236 at 4% or $157,491 at 6%; with 50% employer match about $157,491 at 4% or $104,994 at 6%; with 100% employer match about $118,118 at 4% or $78,745 at 6%.
201429$2,410,038$189,512$21,057iApproximate average salary by contribution assumption: employee only about $526,422 at 4% or $350,948 at 6%; with 50% employer match about $350,948 at 4% or $233,965 at 6%; with 100% employer match about $263,211 at 4% or $175,474 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-8$2,237,916$105,926$13,241iApproximate average salary by contribution assumption: employee only about $331,019 at 4% or $220,679 at 6%; with 50% employer match about $220,679 at 4% or $147,119 at 6%; with 100% employer match about $165,509 at 4% or $110,340 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-9$172,122$83,586$9,287iApproximate average salary by contribution assumption: employee only about $232,183 at 4% or $154,789 at 6%; with 50% employer match about $154,789 at 4% or $103,193 at 6%; with 100% employer match about $116,092 at 4% or $77,394 at 6%.
201329$2,143,967$159,603$17,734iApproximate average salary by contribution assumption: employee only about $443,342 at 4% or $295,561 at 6%; with 50% employer match about $295,561 at 4% or $197,041 at 6%; with 100% employer match about $221,671 at 4% or $147,781 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$2,061,919$77,555$8,617iApproximate average salary by contribution assumption: employee only about $215,431 at 4% or $143,620 at 6%; with 50% employer match about $143,620 at 4% or $95,747 at 6%; with 100% employer match about $107,715 at 4% or $71,810 at 6%.
CURTISS DENTISTRY, PLLC CASH BALANCE PLAN-9$82,048$82,048$9,116iApproximate average salary by contribution assumption: employee only about $227,911 at 4% or $151,941 at 6%; with 50% employer match about $151,941 at 4% or $101,294 at 6%; with 100% employer match about $113,956 at 4% or $75,970 at 6%.
201219$1,756,491$95,933$10,659iApproximate average salary by contribution assumption: employee only about $266,481 at 4% or $177,654 at 6%; with 50% employer match about $177,654 at 4% or $118,436 at 6%; with 100% employer match about $133,240 at 4% or $88,827 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$1,756,491$95,933$10,659iApproximate average salary by contribution assumption: employee only about $266,481 at 4% or $177,654 at 6%; with 50% employer match about $177,654 at 4% or $118,436 at 6%; with 100% employer match about $133,240 at 4% or $88,827 at 6%.
201119$1,520,060$94,225$10,469iApproximate average salary by contribution assumption: employee only about $261,736 at 4% or $174,491 at 6%; with 50% employer match about $174,491 at 4% or $116,327 at 6%; with 100% employer match about $130,868 at 4% or $87,245 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$1,520,060$94,225$10,469iApproximate average salary by contribution assumption: employee only about $261,736 at 4% or $174,491 at 6%; with 50% employer match about $174,491 at 4% or $116,327 at 6%; with 100% employer match about $130,868 at 4% or $87,245 at 6%.
2010110$1,421,276$94,183$9,418iApproximate average salary by contribution assumption: employee only about $235,457 at 4% or $156,972 at 6%; with 50% employer match about $156,972 at 4% or $104,648 at 6%; with 100% employer match about $117,729 at 4% or $78,486 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-10$1,421,276$94,183$9,418iApproximate average salary by contribution assumption: employee only about $235,457 at 4% or $156,972 at 6%; with 50% employer match about $156,972 at 4% or $104,648 at 6%; with 100% employer match about $117,729 at 4% or $78,486 at 6%.
2009110$1,202,763$94,138$9,414iApproximate average salary by contribution assumption: employee only about $235,345 at 4% or $156,897 at 6%; with 50% employer match about $156,897 at 4% or $104,598 at 6%; with 100% employer match about $117,672 at 4% or $78,448 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-10$1,202,763$94,138$9,414iApproximate average salary by contribution assumption: employee only about $235,345 at 4% or $156,897 at 6%; with 50% employer match about $156,897 at 4% or $104,598 at 6%; with 100% employer match about $117,672 at 4% or $78,448 at 6%.
2008110$976,332$90,770$9,077iApproximate average salary by contribution assumption: employee only about $226,925 at 4% or $151,283 at 6%; with 50% employer match about $151,283 at 4% or $100,856 at 6%; with 100% employer match about $113,463 at 4% or $75,642 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-10$976,332$90,770$9,077iApproximate average salary by contribution assumption: employee only about $226,925 at 4% or $151,283 at 6%; with 50% employer match about $151,283 at 4% or $100,856 at 6%; with 100% employer match about $113,463 at 4% or $75,642 at 6%.
2007110$1,155,201$87,316$8,732iApproximate average salary by contribution assumption: employee only about $218,290 at 4% or $145,527 at 6%; with 50% employer match about $145,527 at 4% or $97,018 at 6%; with 100% employer match about $109,145 at 4% or $72,763 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-10$1,155,201$87,316$8,732iApproximate average salary by contribution assumption: employee only about $218,290 at 4% or $145,527 at 6%; with 50% employer match about $145,527 at 4% or $97,018 at 6%; with 100% employer match about $109,145 at 4% or $72,763 at 6%.
200619$1,013,225$80,768$8,974iApproximate average salary by contribution assumption: employee only about $224,356 at 4% or $149,570 at 6%; with 50% employer match about $149,570 at 4% or $99,714 at 6%; with 100% employer match about $112,178 at 4% or $74,785 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$1,013,225$80,768$8,974iApproximate average salary by contribution assumption: employee only about $224,356 at 4% or $149,570 at 6%; with 50% employer match about $149,570 at 4% or $99,714 at 6%; with 100% employer match about $112,178 at 4% or $74,785 at 6%.
200518$816,967$74,783$9,348iApproximate average salary by contribution assumption: employee only about $233,697 at 4% or $155,798 at 6%; with 50% employer match about $155,798 at 4% or $103,865 at 6%; with 100% employer match about $116,848 at 4% or $77,899 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-8$816,967$74,783$9,348iApproximate average salary by contribution assumption: employee only about $233,697 at 4% or $155,798 at 6%; with 50% employer match about $155,798 at 4% or $103,865 at 6%; with 100% employer match about $116,848 at 4% or $77,899 at 6%.
200419$713,583$73,146$8,127iApproximate average salary by contribution assumption: employee only about $203,183 at 4% or $135,456 at 6%; with 50% employer match about $135,456 at 4% or $90,304 at 6%; with 100% employer match about $101,592 at 4% or $67,728 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-9$713,583$73,146$8,127iApproximate average salary by contribution assumption: employee only about $203,183 at 4% or $135,456 at 6%; with 50% employer match about $135,456 at 4% or $90,304 at 6%; with 100% employer match about $101,592 at 4% or $67,728 at 6%.
200318$604,286$70,624$8,828iApproximate average salary by contribution assumption: employee only about $220,700 at 4% or $147,133 at 6%; with 50% employer match about $147,133 at 4% or $98,089 at 6%; with 100% employer match about $110,350 at 4% or $73,567 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-8$604,286$70,624$8,828iApproximate average salary by contribution assumption: employee only about $220,700 at 4% or $147,133 at 6%; with 50% employer match about $147,133 at 4% or $98,089 at 6%; with 100% employer match about $110,350 at 4% or $73,567 at 6%.
200218$440,515$57,809$7,226iApproximate average salary by contribution assumption: employee only about $180,653 at 4% or $120,435 at 6%; with 50% employer match about $120,435 at 4% or $80,290 at 6%; with 100% employer match about $90,327 at 4% or $60,218 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-8$440,515$57,809$7,226iApproximate average salary by contribution assumption: employee only about $180,653 at 4% or $120,435 at 6%; with 50% employer match about $120,435 at 4% or $80,290 at 6%; with 100% employer match about $90,327 at 4% or $60,218 at 6%.
200117$469,552$46,653$6,665iApproximate average salary by contribution assumption: employee only about $166,618 at 4% or $111,079 at 6%; with 50% employer match about $111,079 at 4% or $74,052 at 6%; with 100% employer match about $83,309 at 4% or $55,539 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-7$469,552$46,653$6,665iApproximate average salary by contribution assumption: employee only about $166,618 at 4% or $111,079 at 6%; with 50% employer match about $111,079 at 4% or $74,052 at 6%; with 100% employer match about $83,309 at 4% or $55,539 at 6%.
200016$540,556$42,441$7,074iApproximate average salary by contribution assumption: employee only about $176,838 at 4% or $117,892 at 6%; with 50% employer match about $117,892 at 4% or $78,594 at 6%; with 100% employer match about $88,419 at 4% or $58,946 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-6$540,556$42,441$7,074iApproximate average salary by contribution assumption: employee only about $176,838 at 4% or $117,892 at 6%; with 50% employer match about $117,892 at 4% or $78,594 at 6%; with 100% employer match about $88,419 at 4% or $58,946 at 6%.
199916$651,705$37,869$6,312iApproximate average salary by contribution assumption: employee only about $157,788 at 4% or $105,192 at 6%; with 50% employer match about $105,192 at 4% or $70,128 at 6%; with 100% employer match about $78,894 at 4% or $52,596 at 6%.
James W. Curtiss, Jr. Dds Profit Sharing Plan-6$651,705$37,869$6,312iApproximate average salary by contribution assumption: employee only about $157,788 at 4% or $105,192 at 6%; with 50% employer match about $105,192 at 4% or $70,128 at 6%; with 100% employer match about $78,894 at 4% or $52,596 at 6%.