Troy D. Bartels, D.D.S., P.A.
Plan context: Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust
EIN 71-0851612 • Jonesboro, AR • 40 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$6,813,866
2025 Contributions
$130,000
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 | $130,000 | - |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 0 | $0 | $130,000 | - |
| 2024 | 2 | 11 | $6,813,866 | $155,457 | $14,132iApproximate average salary by contribution assumption: employee only about $353,311 at 4% or $235,541 at 6%; with 50% employer match about $235,541 at 4% or $157,027 at 6%; with 100% employer match about $176,656 at 4% or $117,770 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 11 | $4,605,873 | $155,457 | $14,132iApproximate average salary by contribution assumption: employee only about $353,311 at 4% or $235,541 at 6%; with 50% employer match about $235,541 at 4% or $157,027 at 6%; with 100% employer match about $176,656 at 4% or $117,770 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 9 | $2,207,993 | $0 | - |
| 2023 | 2 | 14 | $5,792,212 | $150,822 | $10,773iApproximate average salary by contribution assumption: employee only about $269,325 at 4% or $179,550 at 6%; with 50% employer match about $179,550 at 4% or $119,700 at 6%; with 100% employer match about $134,663 at 4% or $89,775 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 14 | $3,872,242 | $150,822 | $10,773iApproximate average salary by contribution assumption: employee only about $269,325 at 4% or $179,550 at 6%; with 50% employer match about $179,550 at 4% or $119,700 at 6%; with 100% employer match about $134,663 at 4% or $89,775 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 10 | $1,919,970 | $0 | - |
| 2022 | 2 | 12 | $4,810,342 | $296,047 | $24,671iApproximate average salary by contribution assumption: employee only about $616,765 at 4% or $411,176 at 6%; with 50% employer match about $411,176 at 4% or $274,118 at 6%; with 100% employer match about $308,382 at 4% or $205,588 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 12 | $3,164,282 | $146,047 | $12,171iApproximate average salary by contribution assumption: employee only about $304,265 at 4% or $202,843 at 6%; with 50% employer match about $202,843 at 4% or $135,229 at 6%; with 100% employer match about $152,132 at 4% or $101,422 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 10 | $1,646,060 | $150,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2021 | 2 | 14 | $5,809,237 | $121,399 | $8,671iApproximate average salary by contribution assumption: employee only about $216,784 at 4% or $144,523 at 6%; with 50% employer match about $144,523 at 4% or $96,348 at 6%; with 100% employer match about $108,392 at 4% or $72,261 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 14 | $3,971,499 | $121,399 | $8,671iApproximate average salary by contribution assumption: employee only about $216,784 at 4% or $144,523 at 6%; with 50% employer match about $144,523 at 4% or $96,348 at 6%; with 100% employer match about $108,392 at 4% or $72,261 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 11 | $1,837,738 | $0 | - |
| 2020 | 2 | 12 | $4,931,607 | $172,674 | $14,390iApproximate average salary by contribution assumption: employee only about $359,738 at 4% or $239,825 at 6%; with 50% employer match about $239,825 at 4% or $159,883 at 6%; with 100% employer match about $179,869 at 4% or $119,913 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 12 | $3,280,695 | $112,674 | $9,390iApproximate average salary by contribution assumption: employee only about $234,738 at 4% or $156,492 at 6%; with 50% employer match about $156,492 at 4% or $104,328 at 6%; with 100% employer match about $117,369 at 4% or $78,246 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 10 | $1,650,912 | $60,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2019 | 2 | 9 | $4,095,960 | $186,995 | $20,777iApproximate average salary by contribution assumption: employee only about $519,431 at 4% or $346,287 at 6%; with 50% employer match about $346,287 at 4% or $230,858 at 6%; with 100% employer match about $259,715 at 4% or $173,144 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 9 | $2,725,708 | $101,995 | $11,333iApproximate average salary by contribution assumption: employee only about $283,319 at 4% or $188,880 at 6%; with 50% employer match about $188,880 at 4% or $125,920 at 6%; with 100% employer match about $141,660 at 4% or $94,440 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 7 | $1,370,252 | $85,000 | $12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%. |
| 2018 | 2 | 9 | $3,173,784 | $201,549 | $22,394iApproximate average salary by contribution assumption: employee only about $559,858 at 4% or $373,239 at 6%; with 50% employer match about $373,239 at 4% or $248,826 at 6%; with 100% employer match about $279,929 at 4% or $186,619 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 9 | $2,144,765 | $94,549 | $10,505iApproximate average salary by contribution assumption: employee only about $262,636 at 4% or $175,091 at 6%; with 50% employer match about $175,091 at 4% or $116,727 at 6%; with 100% employer match about $131,318 at 4% or $87,545 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 7 | $1,029,019 | $107,000 | $15,286iApproximate average salary by contribution assumption: employee only about $382,143 at 4% or $254,762 at 6%; with 50% employer match about $254,762 at 4% or $169,841 at 6%; with 100% employer match about $191,071 at 4% or $127,381 at 6%. |
| 2017 | 2 | 9 | $3,207,096 | $286,548 | $31,839iApproximate average salary by contribution assumption: employee only about $795,967 at 4% or $530,644 at 6%; with 50% employer match about $530,644 at 4% or $353,763 at 6%; with 100% employer match about $397,983 at 4% or $265,322 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 9 | $2,200,241 | $84,295 | $9,366iApproximate average salary by contribution assumption: employee only about $234,153 at 4% or $156,102 at 6%; with 50% employer match about $156,102 at 4% or $104,068 at 6%; with 100% employer match about $117,076 at 4% or $78,051 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 7 | $1,006,855 | $202,253 | $28,893iApproximate average salary by contribution assumption: employee only about $722,332 at 4% or $481,555 at 6%; with 50% employer match about $481,555 at 4% or $321,037 at 6%; with 100% employer match about $361,166 at 4% or $240,777 at 6%. |
| 2016 | 2 | 9 | $2,464,656 | $261,686 | $29,076iApproximate average salary by contribution assumption: employee only about $726,906 at 4% or $484,604 at 6%; with 50% employer match about $484,604 at 4% or $323,069 at 6%; with 100% employer match about $363,453 at 4% or $242,302 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 9 | $1,788,128 | $86,686 | $9,632iApproximate average salary by contribution assumption: employee only about $240,794 at 4% or $160,530 at 6%; with 50% employer match about $160,530 at 4% or $107,020 at 6%; with 100% employer match about $120,397 at 4% or $80,265 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 8 | $676,528 | $175,000 | $21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%. |
| 2015 | 2 | 10 | $2,021,911 | $222,587 | $22,259iApproximate average salary by contribution assumption: employee only about $556,468 at 4% or $370,978 at 6%; with 50% employer match about $370,978 at 4% or $247,319 at 6%; with 100% employer match about $278,234 at 4% or $185,489 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 10 | $1,571,932 | $102,587 | $10,259iApproximate average salary by contribution assumption: employee only about $256,468 at 4% or $170,978 at 6%; with 50% employer match about $170,978 at 4% or $113,986 at 6%; with 100% employer match about $128,234 at 4% or $85,489 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 9 | $449,979 | $120,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2014 | 2 | 9 | $1,819,007 | $141,786 | $15,754iApproximate average salary by contribution assumption: employee only about $393,850 at 4% or $262,567 at 6%; with 50% employer match about $262,567 at 4% or $175,044 at 6%; with 100% employer match about $196,925 at 4% or $131,283 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 9 | $1,480,325 | $91,786 | $10,198iApproximate average salary by contribution assumption: employee only about $254,961 at 4% or $169,974 at 6%; with 50% employer match about $169,974 at 4% or $113,316 at 6%; with 100% employer match about $127,481 at 4% or $84,987 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 8 | $338,682 | $50,000 | $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%. |
| 2013 | 2 | 8 | $1,549,028 | $143,951 | $17,994iApproximate average salary by contribution assumption: employee only about $449,847 at 4% or $299,898 at 6%; with 50% employer match about $299,898 at 4% or $199,932 at 6%; with 100% employer match about $224,923 at 4% or $149,949 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 8 | $1,281,266 | $93,951 | $11,744iApproximate average salary by contribution assumption: employee only about $293,597 at 4% or $195,731 at 6%; with 50% employer match about $195,731 at 4% or $130,488 at 6%; with 100% employer match about $146,798 at 4% or $97,866 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 6 | $267,762 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2012 | 2 | 8 | $1,139,135 | $139,186 | $17,398iApproximate average salary by contribution assumption: employee only about $434,956 at 4% or $289,971 at 6%; with 50% employer match about $289,971 at 4% or $193,314 at 6%; with 100% employer match about $217,478 at 4% or $144,985 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 8 | $956,725 | $89,186 | $11,148iApproximate average salary by contribution assumption: employee only about $278,706 at 4% or $185,804 at 6%; with 50% employer match about $185,804 at 4% or $123,869 at 6%; with 100% employer match about $139,353 at 4% or $92,902 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 6 | $182,410 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2011 | 2 | 8 | $865,916 | $155,210 | $19,401iApproximate average salary by contribution assumption: employee only about $485,031 at 4% or $323,354 at 6%; with 50% employer match about $323,354 at 4% or $215,569 at 6%; with 100% employer match about $242,516 at 4% or $161,677 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 8 | $748,520 | $87,744 | $10,968iApproximate average salary by contribution assumption: employee only about $274,200 at 4% or $182,800 at 6%; with 50% employer match about $182,800 at 4% or $121,867 at 6%; with 100% employer match about $137,100 at 4% or $91,400 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 7 | $117,396 | $67,466 | $9,638iApproximate average salary by contribution assumption: employee only about $240,950 at 4% or $160,633 at 6%; with 50% employer match about $160,633 at 4% or $107,089 at 6%; with 100% employer match about $120,475 at 4% or $80,317 at 6%. |
| 2010 | 2 | 6 | $750,081 | $140,942 | $23,490iApproximate average salary by contribution assumption: employee only about $587,258 at 4% or $391,506 at 6%; with 50% employer match about $391,506 at 4% or $261,004 at 6%; with 100% employer match about $293,629 at 4% or $195,753 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 6 | $694,011 | $84,872 | $14,145iApproximate average salary by contribution assumption: employee only about $353,633 at 4% or $235,756 at 6%; with 50% employer match about $235,756 at 4% or $157,170 at 6%; with 100% employer match about $176,817 at 4% or $117,878 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Defined Benefit Cash Balance Plan & Trust | - | 6 | $56,070 | $56,070 | $9,345iApproximate average salary by contribution assumption: employee only about $233,625 at 4% or $155,750 at 6%; with 50% employer match about $155,750 at 4% or $103,833 at 6%; with 100% employer match about $116,813 at 4% or $77,875 at 6%. |
| 2009 | 1 | 6 | $531,334 | $81,197 | $13,533iApproximate average salary by contribution assumption: employee only about $338,321 at 4% or $225,547 at 6%; with 50% employer match about $225,547 at 4% or $150,365 at 6%; with 100% employer match about $169,160 at 4% or $112,774 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 6 | $531,334 | $81,197 | $13,533iApproximate average salary by contribution assumption: employee only about $338,321 at 4% or $225,547 at 6%; with 50% employer match about $225,547 at 4% or $150,365 at 6%; with 100% employer match about $169,160 at 4% or $112,774 at 6%. |
| 2008 | 1 | 6 | $386,808 | $79,840 | $13,307iApproximate average salary by contribution assumption: employee only about $332,667 at 4% or $221,778 at 6%; with 50% employer match about $221,778 at 4% or $147,852 at 6%; with 100% employer match about $166,333 at 4% or $110,889 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 6 | $386,808 | $79,840 | $13,307iApproximate average salary by contribution assumption: employee only about $332,667 at 4% or $221,778 at 6%; with 50% employer match about $221,778 at 4% or $147,852 at 6%; with 100% employer match about $166,333 at 4% or $110,889 at 6%. |
| 2007 | 1 | 3 | $562,167 | $63,405 | $21,135iApproximate average salary by contribution assumption: employee only about $528,375 at 4% or $352,250 at 6%; with 50% employer match about $352,250 at 4% or $234,833 at 6%; with 100% employer match about $264,188 at 4% or $176,125 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 3 | $562,167 | $63,405 | $21,135iApproximate average salary by contribution assumption: employee only about $528,375 at 4% or $352,250 at 6%; with 50% employer match about $352,250 at 4% or $234,833 at 6%; with 100% employer match about $264,188 at 4% or $176,125 at 6%. |
| 2006 | 1 | 4 | $476,262 | $62,132 | $15,533iApproximate average salary by contribution assumption: employee only about $388,325 at 4% or $258,883 at 6%; with 50% employer match about $258,883 at 4% or $172,589 at 6%; with 100% employer match about $194,163 at 4% or $129,442 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 4 | $476,262 | $62,132 | $15,533iApproximate average salary by contribution assumption: employee only about $388,325 at 4% or $258,883 at 6%; with 50% employer match about $258,883 at 4% or $172,589 at 6%; with 100% employer match about $194,163 at 4% or $129,442 at 6%. |
| 2005 | 1 | 3 | $388,504 | $63,329 | $21,110iApproximate average salary by contribution assumption: employee only about $527,742 at 4% or $351,828 at 6%; with 50% employer match about $351,828 at 4% or $234,552 at 6%; with 100% employer match about $263,871 at 4% or $175,914 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 3 | $388,504 | $63,329 | $21,110iApproximate average salary by contribution assumption: employee only about $527,742 at 4% or $351,828 at 6%; with 50% employer match about $351,828 at 4% or $234,552 at 6%; with 100% employer match about $263,871 at 4% or $175,914 at 6%. |
| 2004 | 1 | 4 | $301,636 | $65,229 | $16,307iApproximate average salary by contribution assumption: employee only about $407,681 at 4% or $271,788 at 6%; with 50% employer match about $271,788 at 4% or $181,192 at 6%; with 100% employer match about $203,841 at 4% or $135,894 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 4 | $301,636 | $65,229 | $16,307iApproximate average salary by contribution assumption: employee only about $407,681 at 4% or $271,788 at 6%; with 50% employer match about $271,788 at 4% or $181,192 at 6%; with 100% employer match about $203,841 at 4% or $135,894 at 6%. |
| 2003 | 1 | 4 | $201,958 | $61,162 | $15,291iApproximate average salary by contribution assumption: employee only about $382,263 at 4% or $254,842 at 6%; with 50% employer match about $254,842 at 4% or $169,894 at 6%; with 100% employer match about $191,131 at 4% or $127,421 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 4 | $201,958 | $61,162 | $15,291iApproximate average salary by contribution assumption: employee only about $382,263 at 4% or $254,842 at 6%; with 50% employer match about $254,842 at 4% or $169,894 at 6%; with 100% employer match about $191,131 at 4% or $127,421 at 6%. |
| 2002 | 1 | 3 | $94,514 | $55,174 | $18,391iApproximate average salary by contribution assumption: employee only about $459,783 at 4% or $306,522 at 6%; with 50% employer match about $306,522 at 4% or $204,348 at 6%; with 100% employer match about $229,892 at 4% or $153,261 at 6%. |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 3 | $94,514 | $55,174 | $18,391iApproximate average salary by contribution assumption: employee only about $459,783 at 4% or $306,522 at 6%; with 50% employer match about $306,522 at 4% or $204,348 at 6%; with 100% employer match about $229,892 at 4% or $153,261 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Troy D. Bartels, D.D.S., P.A. Retirement Plan & Trust | - | 2 | - | - | - |