Civic Intelligence

James C. Palmer, Dds

Plan context: JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN

EIN 72-1043649 • Homer, LA • 22 filings • 2 plans

729 West Main StreetHomer, LA 71040
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,194,113

2024 Contributions

$242,790

Historical Graphs

Total Assets Over Time

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

$3,194,113$1,597,057$0201420192024YearValue
$3,194,113Latest year 2024

Participants Over Time

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

950201420192024YearValue
9Latest year 2024

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
202429$3,194,113$242,790$26,977iApproximate average salary by contribution assumption: employee only about $674,417 at 4% or $449,611 at 6%; with 50% employer match about $449,611 at 4% or $299,741 at 6%; with 100% employer match about $337,208 at 4% or $224,806 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-8$2,430,047$192,998$24,125iApproximate average salary by contribution assumption: employee only about $603,119 at 4% or $402,079 at 6%; with 50% employer match about $402,079 at 4% or $268,053 at 6%; with 100% employer match about $301,559 at 4% or $201,040 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-9$764,066$49,792$5,532iApproximate average salary by contribution assumption: employee only about $138,311 at 4% or $92,207 at 6%; with 50% employer match about $92,207 at 4% or $61,472 at 6%; with 100% employer match about $69,156 at 4% or $46,104 at 6%.
202329$2,631,098$255,569$28,397iApproximate average salary by contribution assumption: employee only about $709,914 at 4% or $473,276 at 6%; with 50% employer match about $473,276 at 4% or $315,517 at 6%; with 100% employer match about $354,957 at 4% or $236,638 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-8$1,984,859$185,296$23,162iApproximate average salary by contribution assumption: employee only about $579,050 at 4% or $386,033 at 6%; with 50% employer match about $386,033 at 4% or $257,356 at 6%; with 100% employer match about $289,525 at 4% or $193,017 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-9$646,239$70,273$7,808iApproximate average salary by contribution assumption: employee only about $195,203 at 4% or $130,135 at 6%; with 50% employer match about $130,135 at 4% or $86,757 at 6%; with 100% employer match about $97,601 at 4% or $65,068 at 6%.
202229$2,096,845$251,420$27,936iApproximate average salary by contribution assumption: employee only about $698,389 at 4% or $465,593 at 6%; with 50% employer match about $465,593 at 4% or $310,395 at 6%; with 100% employer match about $349,194 at 4% or $232,796 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-8$1,597,104$185,704$23,213iApproximate average salary by contribution assumption: employee only about $580,325 at 4% or $386,883 at 6%; with 50% employer match about $386,883 at 4% or $257,922 at 6%; with 100% employer match about $290,163 at 4% or $193,442 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-9$499,741$65,716$7,302iApproximate average salary by contribution assumption: employee only about $182,544 at 4% or $121,696 at 6%; with 50% employer match about $121,696 at 4% or $81,131 at 6%; with 100% employer match about $91,272 at 4% or $60,848 at 6%.
202127$2,070,258$219,317$31,331iApproximate average salary by contribution assumption: employee only about $783,275 at 4% or $522,183 at 6%; with 50% employer match about $522,183 at 4% or $348,122 at 6%; with 100% employer match about $391,638 at 4% or $261,092 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-7$1,536,853$161,649$23,093iApproximate average salary by contribution assumption: employee only about $577,318 at 4% or $384,879 at 6%; with 50% employer match about $384,879 at 4% or $256,586 at 6%; with 100% employer match about $288,659 at 4% or $192,439 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-7$533,405$57,668$8,238iApproximate average salary by contribution assumption: employee only about $205,957 at 4% or $137,305 at 6%; with 50% employer match about $137,305 at 4% or $91,537 at 6%; with 100% employer match about $102,979 at 4% or $68,652 at 6%.
202028$1,674,661$218,985$27,373iApproximate average salary by contribution assumption: employee only about $684,328 at 4% or $456,219 at 6%; with 50% employer match about $456,219 at 4% or $304,146 at 6%; with 100% employer match about $342,164 at 4% or $228,109 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-8$1,240,100$159,544$19,943iApproximate average salary by contribution assumption: employee only about $498,575 at 4% or $332,383 at 6%; with 50% employer match about $332,383 at 4% or $221,589 at 6%; with 100% employer match about $249,288 at 4% or $166,192 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-8$434,561$59,441$7,430iApproximate average salary by contribution assumption: employee only about $185,753 at 4% or $123,835 at 6%; with 50% employer match about $123,835 at 4% or $82,557 at 6%; with 100% employer match about $92,877 at 4% or $61,918 at 6%.
201927$1,362,049$217,475$31,068iApproximate average salary by contribution assumption: employee only about $776,696 at 4% or $517,798 at 6%; with 50% employer match about $517,798 at 4% or $345,198 at 6%; with 100% employer match about $388,348 at 4% or $258,899 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-7$1,027,065$157,399$22,486iApproximate average salary by contribution assumption: employee only about $562,139 at 4% or $374,760 at 6%; with 50% employer match about $374,760 at 4% or $249,840 at 6%; with 100% employer match about $281,070 at 4% or $187,380 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-7$334,984$60,076$8,582iApproximate average salary by contribution assumption: employee only about $214,557 at 4% or $143,038 at 6%; with 50% employer match about $143,038 at 4% or $95,359 at 6%; with 100% employer match about $107,279 at 4% or $71,519 at 6%.
201827$978,456$241,013$34,430iApproximate average salary by contribution assumption: employee only about $860,761 at 4% or $573,840 at 6%; with 50% employer match about $573,840 at 4% or $382,560 at 6%; with 100% employer match about $430,380 at 4% or $286,920 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-7$741,541$183,164$26,166iApproximate average salary by contribution assumption: employee only about $654,157 at 4% or $436,105 at 6%; with 50% employer match about $436,105 at 4% or $290,737 at 6%; with 100% employer match about $327,079 at 4% or $218,052 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-7$236,915$57,849$8,264iApproximate average salary by contribution assumption: employee only about $206,604 at 4% or $137,736 at 6%; with 50% employer match about $137,736 at 4% or $91,824 at 6%; with 100% employer match about $103,302 at 4% or $68,868 at 6%.
201727$785,851$209,773$29,968iApproximate average salary by contribution assumption: employee only about $749,189 at 4% or $499,460 at 6%; with 50% employer match about $499,460 at 4% or $332,973 at 6%; with 100% employer match about $374,595 at 4% or $249,730 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-7$590,551$151,817$21,688iApproximate average salary by contribution assumption: employee only about $542,204 at 4% or $361,469 at 6%; with 50% employer match about $361,469 at 4% or $240,979 at 6%; with 100% employer match about $271,102 at 4% or $180,735 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-7$195,300$57,956$8,279iApproximate average salary by contribution assumption: employee only about $206,986 at 4% or $137,990 at 6%; with 50% employer match about $137,990 at 4% or $91,994 at 6%; with 100% employer match about $103,493 at 4% or $68,995 at 6%.
201627$509,475$197,027$28,147iApproximate average salary by contribution assumption: employee only about $703,668 at 4% or $469,112 at 6%; with 50% employer match about $469,112 at 4% or $312,741 at 6%; with 100% employer match about $351,834 at 4% or $234,556 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-7$388,548$142,000$20,286iApproximate average salary by contribution assumption: employee only about $507,143 at 4% or $338,095 at 6%; with 50% employer match about $338,095 at 4% or $225,397 at 6%; with 100% employer match about $253,571 at 4% or $169,048 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-7$120,927$55,027$7,861iApproximate average salary by contribution assumption: employee only about $196,525 at 4% or $131,017 at 6%; with 50% employer match about $131,017 at 4% or $87,344 at 6%; with 100% employer match about $98,263 at 4% or $65,508 at 6%.
201525$294,076$208,662$41,732iApproximate average salary by contribution assumption: employee only about $1,043,310 at 4% or $695,540 at 6%; with 50% employer match about $695,540 at 4% or $463,693 at 6%; with 100% employer match about $521,655 at 4% or $347,770 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-5$228,774$157,718$31,544iApproximate average salary by contribution assumption: employee only about $788,590 at 4% or $525,727 at 6%; with 50% employer match about $525,727 at 4% or $350,484 at 6%; with 100% employer match about $394,295 at 4% or $262,863 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-5$65,302$50,944$10,189iApproximate average salary by contribution assumption: employee only about $254,720 at 4% or $169,813 at 6%; with 50% employer match about $169,813 at 4% or $113,209 at 6%; with 100% employer match about $127,360 at 4% or $84,907 at 6%.
201424$92,769$92,769$23,192iApproximate average salary by contribution assumption: employee only about $579,806 at 4% or $386,538 at 6%; with 50% employer match about $386,538 at 4% or $257,692 at 6%; with 100% employer match about $289,903 at 4% or $193,269 at 6%.
JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN-4$77,884$77,884$19,471iApproximate average salary by contribution assumption: employee only about $486,775 at 4% or $324,517 at 6%; with 50% employer match about $324,517 at 4% or $216,344 at 6%; with 100% employer match about $243,388 at 4% or $162,258 at 6%.
James C. Palmer, Dds 401(K) Plan and Trust-4$14,885$14,885$3,721iApproximate average salary by contribution assumption: employee only about $93,031 at 4% or $62,021 at 6%; with 50% employer match about $62,021 at 4% or $41,347 at 6%; with 100% employer match about $46,516 at 4% or $31,010 at 6%.
James C. Palmer, Dds | EIN 72-1043649 | 2024 Form 5500 Company Profile