R. Anthony Matheny, D.D.S. P.A.
Plan context: R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust
EIN 65-1158558 • Port St. Lucie, FL • 20 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
8
2021 Assets
$1,572,325
2021 Contributions
$96,617
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 8 | $1,572,325 | $96,617 | $12,077iApproximate average salary by contribution assumption: employee only about $301,928 at 4% or $201,285 at 6%; with 50% employer match about $201,285 at 4% or $134,190 at 6%; with 100% employer match about $150,964 at 4% or $100,643 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 8 | $1,572,325 | $96,617 | $12,077iApproximate average salary by contribution assumption: employee only about $301,928 at 4% or $201,285 at 6%; with 50% employer match about $201,285 at 4% or $134,190 at 6%; with 100% employer match about $150,964 at 4% or $100,643 at 6%. |
| 2020 | 1 | 9 | $1,286,874 | $96,249 | $10,694iApproximate average salary by contribution assumption: employee only about $267,358 at 4% or $178,239 at 6%; with 50% employer match about $178,239 at 4% or $118,826 at 6%; with 100% employer match about $133,679 at 4% or $89,119 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 9 | $1,286,874 | $96,249 | $10,694iApproximate average salary by contribution assumption: employee only about $267,358 at 4% or $178,239 at 6%; with 50% employer match about $178,239 at 4% or $118,826 at 6%; with 100% employer match about $133,679 at 4% or $89,119 at 6%. |
| 2019 | 1 | 8 | $1,061,192 | $53,149 | $6,644iApproximate average salary by contribution assumption: employee only about $166,091 at 4% or $110,727 at 6%; with 50% employer match about $110,727 at 4% or $73,818 at 6%; with 100% employer match about $83,045 at 4% or $55,364 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 8 | $1,061,192 | $53,149 | $6,644iApproximate average salary by contribution assumption: employee only about $166,091 at 4% or $110,727 at 6%; with 50% employer match about $110,727 at 4% or $73,818 at 6%; with 100% employer match about $83,045 at 4% or $55,364 at 6%. |
| 2018 | 1 | 9 | $885,072 | $65,000 | $7,222iApproximate average salary by contribution assumption: employee only about $180,556 at 4% or $120,370 at 6%; with 50% employer match about $120,370 at 4% or $80,247 at 6%; with 100% employer match about $90,278 at 4% or $60,185 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 9 | $885,072 | $65,000 | $7,222iApproximate average salary by contribution assumption: employee only about $180,556 at 4% or $120,370 at 6%; with 50% employer match about $120,370 at 4% or $80,247 at 6%; with 100% employer match about $90,278 at 4% or $60,185 at 6%. |
| 2017 | 1 | 8 | $882,298 | $69,238 | $8,655iApproximate average salary by contribution assumption: employee only about $216,369 at 4% or $144,246 at 6%; with 50% employer match about $144,246 at 4% or $96,164 at 6%; with 100% employer match about $108,184 at 4% or $72,123 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 8 | $882,298 | $69,238 | $8,655iApproximate average salary by contribution assumption: employee only about $216,369 at 4% or $144,246 at 6%; with 50% employer match about $144,246 at 4% or $96,164 at 6%; with 100% employer match about $108,184 at 4% or $72,123 at 6%. |
| 2016 | 1 | 8 | $752,785 | $51,200 | $6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 8 | $752,785 | $51,200 | $6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%. |
| 2015 | 1 | 7 | $646,131 | $26,200 | $3,743iApproximate average salary by contribution assumption: employee only about $93,571 at 4% or $62,381 at 6%; with 50% employer match about $62,381 at 4% or $41,587 at 6%; with 100% employer match about $46,786 at 4% or $31,190 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 7 | $646,131 | $26,200 | $3,743iApproximate average salary by contribution assumption: employee only about $93,571 at 4% or $62,381 at 6%; with 50% employer match about $62,381 at 4% or $41,587 at 6%; with 100% employer match about $46,786 at 4% or $31,190 at 6%. |
| 2014 | 1 | 7 | $641,050 | $7,016 | $1,002iApproximate average salary by contribution assumption: employee only about $25,057 at 4% or $16,705 at 6%; with 50% employer match about $16,705 at 4% or $11,137 at 6%; with 100% employer match about $12,529 at 4% or $8,352 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 7 | $641,050 | $7,016 | $1,002iApproximate average salary by contribution assumption: employee only about $25,057 at 4% or $16,705 at 6%; with 50% employer match about $16,705 at 4% or $11,137 at 6%; with 100% employer match about $12,529 at 4% or $8,352 at 6%. |
| 2013 | 1 | 8 | $627,671 | $6,354 | $794iApproximate average salary by contribution assumption: employee only about $19,856 at 4% or $13,238 at 6%; with 50% employer match about $13,238 at 4% or $8,825 at 6%; with 100% employer match about $9,928 at 4% or $6,619 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 8 | $627,671 | $6,354 | $794iApproximate average salary by contribution assumption: employee only about $19,856 at 4% or $13,238 at 6%; with 50% employer match about $13,238 at 4% or $8,825 at 6%; with 100% employer match about $9,928 at 4% or $6,619 at 6%. |
| 2012 | 1 | 7 | $564,353 | $7,204 | $1,029iApproximate average salary by contribution assumption: employee only about $25,729 at 4% or $17,152 at 6%; with 50% employer match about $17,152 at 4% or $11,435 at 6%; with 100% employer match about $12,864 at 4% or $8,576 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 7 | $564,353 | $7,204 | $1,029iApproximate average salary by contribution assumption: employee only about $25,729 at 4% or $17,152 at 6%; with 50% employer match about $17,152 at 4% or $11,435 at 6%; with 100% employer match about $12,864 at 4% or $8,576 at 6%. |
| 2011 | 1 | 7 | $511,034 | $7,655 | $1,094iApproximate average salary by contribution assumption: employee only about $27,339 at 4% or $18,226 at 6%; with 50% employer match about $18,226 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,113 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 7 | $511,034 | $7,655 | $1,094iApproximate average salary by contribution assumption: employee only about $27,339 at 4% or $18,226 at 6%; with 50% employer match about $18,226 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,113 at 6%. |
| 2010 | 1 | 5 | $509,651 | $25,517 | $5,103iApproximate average salary by contribution assumption: employee only about $127,585 at 4% or $85,057 at 6%; with 50% employer match about $85,057 at 4% or $56,704 at 6%; with 100% employer match about $63,792 at 4% or $42,528 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 5 | $509,651 | $25,517 | $5,103iApproximate average salary by contribution assumption: employee only about $127,585 at 4% or $85,057 at 6%; with 50% employer match about $85,057 at 4% or $56,704 at 6%; with 100% employer match about $63,792 at 4% or $42,528 at 6%. |
| 2009 | 1 | 7 | $443,766 | $39,156 | $5,594iApproximate average salary by contribution assumption: employee only about $139,843 at 4% or $93,229 at 6%; with 50% employer match about $93,229 at 4% or $62,152 at 6%; with 100% employer match about $69,921 at 4% or $46,614 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 7 | $443,766 | $39,156 | $5,594iApproximate average salary by contribution assumption: employee only about $139,843 at 4% or $93,229 at 6%; with 50% employer match about $93,229 at 4% or $62,152 at 6%; with 100% employer match about $69,921 at 4% or $46,614 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 7 | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 9 | - | - | - |
| 2006 | 1 | 5 | $531,741 | $53,954 | $10,791iApproximate average salary by contribution assumption: employee only about $269,770 at 4% or $179,847 at 6%; with 50% employer match about $179,847 at 4% or $119,898 at 6%; with 100% employer match about $134,885 at 4% or $89,923 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 5 | $531,741 | $53,954 | $10,791iApproximate average salary by contribution assumption: employee only about $269,770 at 4% or $179,847 at 6%; with 50% employer match about $179,847 at 4% or $119,898 at 6%; with 100% employer match about $134,885 at 4% or $89,923 at 6%. |
| 2005 | 1 | 6 | $426,017 | $52,831 | $8,805iApproximate average salary by contribution assumption: employee only about $220,129 at 4% or $146,753 at 6%; with 50% employer match about $146,753 at 4% or $97,835 at 6%; with 100% employer match about $110,065 at 4% or $73,376 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 6 | $426,017 | $52,831 | $8,805iApproximate average salary by contribution assumption: employee only about $220,129 at 4% or $146,753 at 6%; with 50% employer match about $146,753 at 4% or $97,835 at 6%; with 100% employer match about $110,065 at 4% or $73,376 at 6%. |
| 2004 | 1 | 6 | $351,720 | $54,200 | $9,033iApproximate average salary by contribution assumption: employee only about $225,833 at 4% or $150,556 at 6%; with 50% employer match about $150,556 at 4% or $100,370 at 6%; with 100% employer match about $112,917 at 4% or $75,278 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 6 | $351,720 | $54,200 | $9,033iApproximate average salary by contribution assumption: employee only about $225,833 at 4% or $150,556 at 6%; with 50% employer match about $150,556 at 4% or $100,370 at 6%; with 100% employer match about $112,917 at 4% or $75,278 at 6%. |
| 2003 | 1 | 4 | $255,433 | $57,166 | $14,292iApproximate average salary by contribution assumption: employee only about $357,288 at 4% or $238,192 at 6%; with 50% employer match about $238,192 at 4% or $158,794 at 6%; with 100% employer match about $178,644 at 4% or $119,096 at 6%. |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 4 | $255,433 | $57,166 | $14,292iApproximate average salary by contribution assumption: employee only about $357,288 at 4% or $238,192 at 6%; with 50% employer match about $238,192 at 4% or $158,794 at 6%; with 100% employer match about $178,644 at 4% or $119,096 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| R. Anthony Matheny, D.D.S., P.A. Retirement Plan & Trust | - | 5 | - | - | - |