Civic Intelligence

Walker Swaney, D.D.S., P.A.

Plan context: Oxford Dental Clinic Retirement Plan & Trust

EIN 64-0853788 • Oxford, MS • 30 filings • 2 plans

2155 S. Lamar Blvd.Oxford, MS 38655
Current Snapshot

Latest Year

2014

2014 Participants

21

2014 Assets

$4,505,018

2014 Contributions

$130,297

Historical Graphs

Total Assets Over Time

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

$4,595,515$2,297,758$0199920062014YearValue
$4,505,018Latest year 2014

Participants Over Time

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

22110199920072014YearValue
21Latest year 2014

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
2014121$4,505,018$130,297$6,205iApproximate average salary by contribution assumption: employee only about $155,115 at 4% or $103,410 at 6%; with 50% employer match about $103,410 at 4% or $68,940 at 6%; with 100% employer match about $77,558 at 4% or $51,705 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-21$4,505,018$130,297$6,205iApproximate average salary by contribution assumption: employee only about $155,115 at 4% or $103,410 at 6%; with 50% employer match about $103,410 at 4% or $68,940 at 6%; with 100% employer match about $77,558 at 4% or $51,705 at 6%.
2013220$4,595,515$151,393$7,570iApproximate average salary by contribution assumption: employee only about $189,241 at 4% or $126,161 at 6%; with 50% employer match about $126,161 at 4% or $84,107 at 6%; with 100% employer match about $94,621 at 4% or $63,080 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-20$4,408,056$151,393$7,570iApproximate average salary by contribution assumption: employee only about $189,241 at 4% or $126,161 at 6%; with 50% employer match about $126,161 at 4% or $84,107 at 6%; with 100% employer match about $94,621 at 4% or $63,080 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-1$187,459$0-
2012217$4,482,223$177,850$10,462iApproximate average salary by contribution assumption: employee only about $261,544 at 4% or $174,363 at 6%; with 50% employer match about $174,363 at 4% or $116,242 at 6%; with 100% employer match about $130,772 at 4% or $87,181 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-17$3,775,880$177,850$10,462iApproximate average salary by contribution assumption: employee only about $261,544 at 4% or $174,363 at 6%; with 50% employer match about $174,363 at 4% or $116,242 at 6%; with 100% employer match about $130,772 at 4% or $87,181 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-2$706,343$0-
2011222$3,784,843$192,263$8,739iApproximate average salary by contribution assumption: employee only about $218,481 at 4% or $145,654 at 6%; with 50% employer match about $145,654 at 4% or $97,103 at 6%; with 100% employer match about $109,240 at 4% or $72,827 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-22$3,125,309$175,381$7,972iApproximate average salary by contribution assumption: employee only about $199,297 at 4% or $132,864 at 6%; with 50% employer match about $132,864 at 4% or $88,576 at 6%; with 100% employer match about $99,648 at 4% or $66,432 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-9$659,534$16,882$1,876iApproximate average salary by contribution assumption: employee only about $46,894 at 4% or $31,263 at 6%; with 50% employer match about $31,263 at 4% or $20,842 at 6%; with 100% employer match about $23,447 at 4% or $15,631 at 6%.
2010219$3,568,769$123,313$6,490iApproximate average salary by contribution assumption: employee only about $162,254 at 4% or $108,169 at 6%; with 50% employer match about $108,169 at 4% or $72,113 at 6%; with 100% employer match about $81,127 at 4% or $54,085 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-19$2,941,540$122,887$6,468iApproximate average salary by contribution assumption: employee only about $161,693 at 4% or $107,796 at 6%; with 50% employer match about $107,796 at 4% or $71,864 at 6%; with 100% employer match about $80,847 at 4% or $53,898 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-7$627,229$426$61iApproximate average salary by contribution assumption: employee only about $1,521 at 4% or $1,014 at 6%; with 50% employer match about $1,014 at 4% or $676 at 6%; with 100% employer match about $761 at 4% or $507 at 6%.
2009218$3,225,258$115,588$6,422iApproximate average salary by contribution assumption: employee only about $160,539 at 4% or $107,026 at 6%; with 50% employer match about $107,026 at 4% or $71,351 at 6%; with 100% employer match about $80,269 at 4% or $53,513 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-18$2,665,233$115,588$6,422iApproximate average salary by contribution assumption: employee only about $160,539 at 4% or $107,026 at 6%; with 50% employer match about $107,026 at 4% or $71,351 at 6%; with 100% employer match about $80,269 at 4% or $53,513 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-8$560,025--
2008216$0$0-
Oxford Dental Clinic Retirement Plan & Trust-16---
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-9---
2007212$631,468$0-
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-8$631,468--
Oxford Dental Clinic Retirement Plan & Trust-12---
2006214$3,756,905$116,299$8,307iApproximate average salary by contribution assumption: employee only about $207,677 at 4% or $138,451 at 6%; with 50% employer match about $138,451 at 4% or $92,301 at 6%; with 100% employer match about $103,838 at 4% or $69,226 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-14$3,128,700$116,299$8,307iApproximate average salary by contribution assumption: employee only about $207,677 at 4% or $138,451 at 6%; with 50% employer match about $138,451 at 4% or $92,301 at 6%; with 100% employer match about $103,838 at 4% or $69,226 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-11$628,205--
2005212$3,295,090$101,930$8,494iApproximate average salary by contribution assumption: employee only about $212,354 at 4% or $141,569 at 6%; with 50% employer match about $141,569 at 4% or $94,380 at 6%; with 100% employer match about $106,177 at 4% or $70,785 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-12$2,712,808$101,930$8,494iApproximate average salary by contribution assumption: employee only about $212,354 at 4% or $141,569 at 6%; with 50% employer match about $141,569 at 4% or $94,380 at 6%; with 100% employer match about $106,177 at 4% or $70,785 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-11$582,282--
2004212$2,918,814$235,772$19,648iApproximate average salary by contribution assumption: employee only about $491,192 at 4% or $327,461 at 6%; with 50% employer match about $327,461 at 4% or $218,307 at 6%; with 100% employer match about $245,596 at 4% or $163,731 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-12$2,379,852$104,847$8,737iApproximate average salary by contribution assumption: employee only about $218,431 at 4% or $145,621 at 6%; with 50% employer match about $145,621 at 4% or $97,081 at 6%; with 100% employer match about $109,216 at 4% or $72,810 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-11$538,962$130,925$11,902iApproximate average salary by contribution assumption: employee only about $297,557 at 4% or $198,371 at 6%; with 50% employer match about $198,371 at 4% or $132,247 at 6%; with 100% employer match about $148,778 at 4% or $99,186 at 6%.
2003212$2,189,589$295,847$24,654iApproximate average salary by contribution assumption: employee only about $616,348 at 4% or $410,899 at 6%; with 50% employer match about $410,899 at 4% or $273,932 at 6%; with 100% employer match about $308,174 at 4% or $205,449 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-12$1,835,913$101,522$8,460iApproximate average salary by contribution assumption: employee only about $211,504 at 4% or $141,003 at 6%; with 50% employer match about $141,003 at 4% or $94,002 at 6%; with 100% employer match about $105,752 at 4% or $70,501 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-11$353,676$194,325$17,666iApproximate average salary by contribution assumption: employee only about $441,648 at 4% or $294,432 at 6%; with 50% employer match about $294,432 at 4% or $196,288 at 6%; with 100% employer match about $220,824 at 4% or $147,216 at 6%.
2002211$1,476,817$129,071$11,734iApproximate average salary by contribution assumption: employee only about $293,343 at 4% or $195,562 at 6%; with 50% employer match about $195,562 at 4% or $130,375 at 6%; with 100% employer match about $146,672 at 4% or $97,781 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-11$1,369,188$127,427$11,584iApproximate average salary by contribution assumption: employee only about $289,607 at 4% or $193,071 at 6%; with 50% employer match about $193,071 at 4% or $128,714 at 6%; with 100% employer match about $144,803 at 4% or $96,536 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-11$107,629$1,644$149iApproximate average salary by contribution assumption: employee only about $3,736 at 4% or $2,491 at 6%; with 50% employer match about $2,491 at 4% or $1,661 at 6%; with 100% employer match about $1,868 at 4% or $1,245 at 6%.
2001212$1,566,434$163,531$13,628iApproximate average salary by contribution assumption: employee only about $340,690 at 4% or $227,126 at 6%; with 50% employer match about $227,126 at 4% or $151,418 at 6%; with 100% employer match about $170,345 at 4% or $113,563 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-12$1,430,095$93,060$7,755iApproximate average salary by contribution assumption: employee only about $193,875 at 4% or $129,250 at 6%; with 50% employer match about $129,250 at 4% or $86,167 at 6%; with 100% employer match about $96,938 at 4% or $64,625 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-12$136,339$70,471$5,873iApproximate average salary by contribution assumption: employee only about $146,815 at 4% or $97,876 at 6%; with 50% employer match about $97,876 at 4% or $65,251 at 6%; with 100% employer match about $73,407 at 4% or $48,938 at 6%.
2000214$1,340,085$150,322$10,737iApproximate average salary by contribution assumption: employee only about $268,432 at 4% or $178,955 at 6%; with 50% employer match about $178,955 at 4% or $119,303 at 6%; with 100% employer match about $134,216 at 4% or $89,477 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-13$1,273,609$83,846$6,450iApproximate average salary by contribution assumption: employee only about $161,242 at 4% or $107,495 at 6%; with 50% employer match about $107,495 at 4% or $71,663 at 6%; with 100% employer match about $80,621 at 4% or $53,747 at 6%.
OXFORD DENTAL CLINIC DEFINED BENEFIT PENSION PLAN & TRUST-14$66,476$66,476$4,748iApproximate average salary by contribution assumption: employee only about $118,707 at 4% or $79,138 at 6%; with 50% employer match about $79,138 at 4% or $52,759 at 6%; with 100% employer match about $59,354 at 4% or $39,569 at 6%.
1999113$1,018,901$80,078$6,160iApproximate average salary by contribution assumption: employee only about $153,996 at 4% or $102,664 at 6%; with 50% employer match about $102,664 at 4% or $68,443 at 6%; with 100% employer match about $76,998 at 4% or $51,332 at 6%.
Oxford Dental Clinic Retirement Plan & Trust-13$1,018,901$80,078$6,160iApproximate average salary by contribution assumption: employee only about $153,996 at 4% or $102,664 at 6%; with 50% employer match about $102,664 at 4% or $68,443 at 6%; with 100% employer match about $76,998 at 4% or $51,332 at 6%.