LEW SAMPLE, DMD MS PC
Plan context: LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN
EIN 63-1214809 • Decatur, AL • 33 filings • 10 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$1,535,752
2025 Contributions
$148,380
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2024 | 1 | 21 | $1,535,752 | $148,380 | $7,066iApproximate average salary by contribution assumption: employee only about $176,643 at 4% or $117,762 at 6%; with 50% employer match about $117,762 at 4% or $78,508 at 6%; with 100% employer match about $88,321 at 4% or $58,881 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 21 | $1,535,752 | $148,380 | $7,066iApproximate average salary by contribution assumption: employee only about $176,643 at 4% or $117,762 at 6%; with 50% employer match about $117,762 at 4% or $78,508 at 6%; with 100% employer match about $88,321 at 4% or $58,881 at 6%. |
| 2023 | 2 | 21 | $5,247,714 | $280,517 | $13,358iApproximate average salary by contribution assumption: employee only about $333,949 at 4% or $222,633 at 6%; with 50% employer match about $222,633 at 4% or $148,422 at 6%; with 100% employer match about $166,974 at 4% or $111,316 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. 401(K) PROFIT SHARING PLAN | - | 17 | $3,914,867 | $120,117 | $7,066iApproximate average salary by contribution assumption: employee only about $176,643 at 4% or $117,762 at 6%; with 50% employer match about $117,762 at 4% or $78,508 at 6%; with 100% employer match about $88,321 at 4% or $58,881 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 21 | $1,332,847 | $160,400 | $7,638iApproximate average salary by contribution assumption: employee only about $190,952 at 4% or $127,302 at 6%; with 50% employer match about $127,302 at 4% or $84,868 at 6%; with 100% employer match about $95,476 at 4% or $63,651 at 6%. |
| 2022 | 2 | 18 | $4,552,206 | $323,405 | $17,967iApproximate average salary by contribution assumption: employee only about $449,174 at 4% or $299,449 at 6%; with 50% employer match about $299,449 at 4% or $199,633 at 6%; with 100% employer match about $224,587 at 4% or $149,725 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. 401(K) PROFIT SHARING PLAN | - | 18 | $3,483,904 | $111,206 | $6,178iApproximate average salary by contribution assumption: employee only about $154,453 at 4% or $102,969 at 6%; with 50% employer match about $102,969 at 4% or $68,646 at 6%; with 100% employer match about $77,226 at 4% or $51,484 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 18 | $1,068,302 | $212,199 | $11,789iApproximate average salary by contribution assumption: employee only about $294,721 at 4% or $196,481 at 6%; with 50% employer match about $196,481 at 4% or $130,987 at 6%; with 100% employer match about $147,360 at 4% or $98,240 at 6%. |
| 2021 | 2 | 17 | $5,125,357 | $252,060 | $14,827iApproximate average salary by contribution assumption: employee only about $370,676 at 4% or $247,118 at 6%; with 50% employer match about $247,118 at 4% or $164,745 at 6%; with 100% employer match about $185,338 at 4% or $123,559 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. 401(K) PROFIT SHARING PLAN | - | 17 | $4,131,991 | $152,060 | $8,945iApproximate average salary by contribution assumption: employee only about $223,618 at 4% or $149,078 at 6%; with 50% employer match about $149,078 at 4% or $99,386 at 6%; with 100% employer match about $111,809 at 4% or $74,539 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 16 | $993,366 | $100,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2020 | 2 | 17 | $4,308,408 | $258,910 | $15,230iApproximate average salary by contribution assumption: employee only about $380,750 at 4% or $253,833 at 6%; with 50% employer match about $253,833 at 4% or $169,222 at 6%; with 100% employer match about $190,375 at 4% or $126,917 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. 401(K) PROFIT SHARING PLAN | - | 16 | $3,452,225 | $113,374 | $7,086iApproximate average salary by contribution assumption: employee only about $177,147 at 4% or $118,098 at 6%; with 50% employer match about $118,098 at 4% or $78,732 at 6%; with 100% employer match about $88,573 at 4% or $59,049 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 17 | $856,183 | $145,536 | $8,561iApproximate average salary by contribution assumption: employee only about $214,024 at 4% or $142,682 at 6%; with 50% employer match about $142,682 at 4% or $95,122 at 6%; with 100% employer match about $107,012 at 4% or $71,341 at 6%. |
| 2019 | 2 | 16 | $3,478,499 | $251,708 | $15,732iApproximate average salary by contribution assumption: employee only about $393,294 at 4% or $262,196 at 6%; with 50% employer match about $262,196 at 4% or $174,797 at 6%; with 100% employer match about $196,647 at 4% or $131,098 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401(K) PROFIT SHARING | - | 16 | $2,851,793 | $109,950 | $6,872iApproximate average salary by contribution assumption: employee only about $171,797 at 4% or $114,531 at 6%; with 50% employer match about $114,531 at 4% or $76,354 at 6%; with 100% employer match about $85,898 at 4% or $57,266 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 16 | $626,706 | $141,758 | $8,860iApproximate average salary by contribution assumption: employee only about $221,497 at 4% or $147,665 at 6%; with 50% employer match about $147,665 at 4% or $98,443 at 6%; with 100% employer match about $110,748 at 4% or $73,832 at 6%. |
| 2018 | 2 | 16 | $2,546,728 | $270,190 | $16,887iApproximate average salary by contribution assumption: employee only about $422,172 at 4% or $281,448 at 6%; with 50% employer match about $281,448 at 4% or $187,632 at 6%; with 100% employer match about $211,086 at 4% or $140,724 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401(K) PROFIT SHARING | - | 15 | $2,106,217 | $110,140 | $7,343iApproximate average salary by contribution assumption: employee only about $183,567 at 4% or $122,378 at 6%; with 50% employer match about $122,378 at 4% or $81,585 at 6%; with 100% employer match about $91,783 at 4% or $61,189 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 16 | $440,511 | $160,050 | $10,003iApproximate average salary by contribution assumption: employee only about $250,078 at 4% or $166,719 at 6%; with 50% employer match about $166,719 at 4% or $111,146 at 6%; with 100% employer match about $125,039 at 4% or $83,359 at 6%. |
| 2017 | 2 | 15 | $2,463,505 | $298,547 | $19,903iApproximate average salary by contribution assumption: employee only about $497,578 at 4% or $331,719 at 6%; with 50% employer match about $331,719 at 4% or $221,146 at 6%; with 100% employer match about $248,789 at 4% or $165,859 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401(K) PROFIT SHARING | - | 15 | $2,175,223 | $157,907 | $10,527iApproximate average salary by contribution assumption: employee only about $263,178 at 4% or $175,452 at 6%; with 50% employer match about $175,452 at 4% or $116,968 at 6%; with 100% employer match about $131,589 at 4% or $87,726 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 15 | $288,282 | $140,640 | $9,376iApproximate average salary by contribution assumption: employee only about $234,400 at 4% or $156,267 at 6%; with 50% employer match about $156,267 at 4% or $104,178 at 6%; with 100% employer match about $117,200 at 4% or $78,133 at 6%. |
| 2016 | 2 | 15 | $1,804,961 | $177,422 | $11,828iApproximate average salary by contribution assumption: employee only about $295,703 at 4% or $197,136 at 6%; with 50% employer match about $197,136 at 4% or $131,424 at 6%; with 100% employer match about $147,852 at 4% or $98,568 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401(K) PROFIT SHARING | - | 15 | $1,686,272 | $58,733 | $3,916iApproximate average salary by contribution assumption: employee only about $97,888 at 4% or $65,259 at 6%; with 50% employer match about $65,259 at 4% or $43,506 at 6%; with 100% employer match about $48,944 at 4% or $32,629 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. CASH BALANCE PLAN | - | 14 | $118,689 | $118,689 | $8,478iApproximate average salary by contribution assumption: employee only about $211,945 at 4% or $141,296 at 6%; with 50% employer match about $141,296 at 4% or $94,198 at 6%; with 100% employer match about $105,972 at 4% or $70,648 at 6%. |
| 2015 | 1 | 15 | $1,499,282 | $112,179 | $7,479iApproximate average salary by contribution assumption: employee only about $186,965 at 4% or $124,643 at 6%; with 50% employer match about $124,643 at 4% or $83,096 at 6%; with 100% employer match about $93,483 at 4% or $62,322 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401(K) PROFIT SHARING | - | 15 | $1,499,282 | $112,179 | $7,479iApproximate average salary by contribution assumption: employee only about $186,965 at 4% or $124,643 at 6%; with 50% employer match about $124,643 at 4% or $83,096 at 6%; with 100% employer match about $93,483 at 4% or $62,322 at 6%. |
| 2014 | 1 | 14 | $1,464,601 | $92,710 | $6,622iApproximate average salary by contribution assumption: employee only about $165,554 at 4% or $110,369 at 6%; with 50% employer match about $110,369 at 4% or $73,579 at 6%; with 100% employer match about $82,777 at 4% or $55,185 at 6%. |
| LEW B SAMPLE DMD MS PC 401K PROFIT SHARING | - | 14 | $1,464,601 | $92,710 | $6,622iApproximate average salary by contribution assumption: employee only about $165,554 at 4% or $110,369 at 6%; with 50% employer match about $110,369 at 4% or $73,579 at 6%; with 100% employer match about $82,777 at 4% or $55,185 at 6%. |
| 2013 | 1 | 14 | $1,345,066 | $89,102 | $6,364iApproximate average salary by contribution assumption: employee only about $159,111 at 4% or $106,074 at 6%; with 50% employer match about $106,074 at 4% or $70,716 at 6%; with 100% employer match about $79,555 at 4% or $53,037 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401(K) PROFIT SHARING | - | 14 | $1,345,066 | $89,102 | $6,364iApproximate average salary by contribution assumption: employee only about $159,111 at 4% or $106,074 at 6%; with 50% employer match about $106,074 at 4% or $70,716 at 6%; with 100% employer match about $79,555 at 4% or $53,037 at 6%. |
| 2012 | 1 | 14 | $1,060,224 | $87,337 | $6,238iApproximate average salary by contribution assumption: employee only about $155,959 at 4% or $103,973 at 6%; with 50% employer match about $103,973 at 4% or $69,315 at 6%; with 100% employer match about $77,979 at 4% or $51,986 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401(K) PROFIT SHARING | - | 14 | $1,060,224 | $87,337 | $6,238iApproximate average salary by contribution assumption: employee only about $155,959 at 4% or $103,973 at 6%; with 50% employer match about $103,973 at 4% or $69,315 at 6%; with 100% employer match about $77,979 at 4% or $51,986 at 6%. |
| 2011 | 1 | 15 | $874,707 | $79,076 | $5,272iApproximate average salary by contribution assumption: employee only about $131,793 at 4% or $87,862 at 6%; with 50% employer match about $87,862 at 4% or $58,575 at 6%; with 100% employer match about $65,897 at 4% or $43,931 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401(K) PROFIT SHARING | - | 15 | $874,707 | $79,076 | $5,272iApproximate average salary by contribution assumption: employee only about $131,793 at 4% or $87,862 at 6%; with 50% employer match about $87,862 at 4% or $58,575 at 6%; with 100% employer match about $65,897 at 4% or $43,931 at 6%. |
| 2010 | 1 | 13 | $827,029 | $80,632 | $6,202iApproximate average salary by contribution assumption: employee only about $155,062 at 4% or $103,374 at 6%; with 50% employer match about $103,374 at 4% or $68,916 at 6%; with 100% employer match about $77,531 at 4% or $51,687 at 6%. |
| LEW B SAMPLE DMD MS PC 401K PROFIT SHARING | - | 13 | $827,029 | $80,632 | $6,202iApproximate average salary by contribution assumption: employee only about $155,062 at 4% or $103,374 at 6%; with 50% employer match about $103,374 at 4% or $68,916 at 6%; with 100% employer match about $77,531 at 4% or $51,687 at 6%. |
| 2009 | 1 | 13 | $673,338 | $80,893 | $6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,709 at 6%; with 50% employer match about $103,709 at 4% or $69,139 at 6%; with 100% employer match about $77,782 at 4% or $51,854 at 6%. |
| LEW B SAMPLE DMD MS PC 401K PROFIT SHARING | - | 13 | $673,338 | $80,893 | $6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,709 at 6%; with 50% employer match about $103,709 at 4% or $69,139 at 6%; with 100% employer match about $77,782 at 4% or $51,854 at 6%. |
| 2008 | 1 | 10 | $479,505 | $78,171 | $7,817iApproximate average salary by contribution assumption: employee only about $195,428 at 4% or $130,285 at 6%; with 50% employer match about $130,285 at 4% or $86,857 at 6%; with 100% employer match about $97,714 at 4% or $65,143 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401 K PROFIT SHARING PLAN | - | 10 | $479,505 | $78,171 | $7,817iApproximate average salary by contribution assumption: employee only about $195,428 at 4% or $130,285 at 6%; with 50% employer match about $130,285 at 4% or $86,857 at 6%; with 100% employer match about $97,714 at 4% or $65,143 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| LEW B. SAMPLE, DMD, MS, PC 401K PROFIT SHARING PLAN | - | 9 | - | - | - |
| 2006 | 1 | 8 | $518,932 | $102,200 | $12,775iApproximate average salary by contribution assumption: employee only about $319,375 at 4% or $212,917 at 6%; with 50% employer match about $212,917 at 4% or $141,944 at 6%; with 100% employer match about $159,688 at 4% or $106,458 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 41K PROFIT SHARING PLAN | - | 8 | $518,932 | $102,200 | $12,775iApproximate average salary by contribution assumption: employee only about $319,375 at 4% or $212,917 at 6%; with 50% employer match about $212,917 at 4% or $141,944 at 6%; with 100% employer match about $159,688 at 4% or $106,458 at 6%. |
| 2005 | 1 | 7 | $376,887 | $87,057 | $12,437iApproximate average salary by contribution assumption: employee only about $310,918 at 4% or $207,279 at 6%; with 50% employer match about $207,279 at 4% or $138,186 at 6%; with 100% employer match about $155,459 at 4% or $103,639 at 6%. |
| LEW B SAMPLE, DMD, MS, PC 401K PROFIT SHARING PLAN | - | 7 | $376,887 | $87,057 | $12,437iApproximate average salary by contribution assumption: employee only about $310,918 at 4% or $207,279 at 6%; with 50% employer match about $207,279 at 4% or $138,186 at 6%; with 100% employer match about $155,459 at 4% or $103,639 at 6%. |
| 2004 | 1 | 6 | $276,916 | $72,720 | $12,120iApproximate average salary by contribution assumption: employee only about $303,000 at 4% or $202,000 at 6%; with 50% employer match about $202,000 at 4% or $134,667 at 6%; with 100% employer match about $151,500 at 4% or $101,000 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401K PROFIT SHARING PLAN | - | 6 | $276,916 | $72,720 | $12,120iApproximate average salary by contribution assumption: employee only about $303,000 at 4% or $202,000 at 6%; with 50% employer match about $202,000 at 4% or $134,667 at 6%; with 100% employer match about $151,500 at 4% or $101,000 at 6%. |
| 2003 | 1 | 6 | $182,566 | $64,637 | $10,773iApproximate average salary by contribution assumption: employee only about $269,321 at 4% or $179,547 at 6%; with 50% employer match about $179,547 at 4% or $119,698 at 6%; with 100% employer match about $134,660 at 4% or $89,774 at 6%. |
| LEW B. SAMPLE, DMD, MS, PC 401K PROFIT SHARING PLAN | - | 6 | $182,566 | $64,637 | $10,773iApproximate average salary by contribution assumption: employee only about $269,321 at 4% or $179,547 at 6%; with 50% employer match about $179,547 at 4% or $119,698 at 6%; with 100% employer match about $134,660 at 4% or $89,774 at 6%. |
| 2002 | 1 | 6 | $95,176 | $65,466 | $10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%. |
| LEW B. SAMPLE, D.M.D., M.S., P.C. 401K PROFIT SHARING PLAN | - | 6 | $95,176 | $65,466 | $10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| LEW B SAMPLE DMD MS PC 401K PROFIT SHARING PLAN | - | 5 | - | - | - |