Civic Intelligence

JOEL C. SMALL, D.D.S., P.A.

Plan context: North Texas Endodontics Retirement Plan & Trust

EIN 74-1999286 • Plano, TX • 15 filings • 2 plans

5800 Coit Road, Suite 200Plano, TX 75023
Current Snapshot

Latest Year

2019

2019 Participants

20

2019 Assets

$5,311,832

2019 Contributions

$51,509

Historical Graphs

Total Assets Over Time

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

$5,481,534$2,740,767$0200520122018YearValue
$5,311,832Latest year 2018

Participants Over Time

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

20100200520122018YearValue
20Latest year 2018

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
201910$0$51,509-
North Texas Endodontics Retirement Plan & Trust-0$0$51,509-
2018120$5,311,832$235,884$11,794iApproximate average salary by contribution assumption: employee only about $294,855 at 4% or $196,570 at 6%; with 50% employer match about $196,570 at 4% or $131,047 at 6%; with 100% employer match about $147,428 at 4% or $98,285 at 6%.
North Texas Endodontics Retirement Plan & Trust-20$5,311,832$235,884$11,794iApproximate average salary by contribution assumption: employee only about $294,855 at 4% or $196,570 at 6%; with 50% employer match about $196,570 at 4% or $131,047 at 6%; with 100% employer match about $147,428 at 4% or $98,285 at 6%.
2017120$5,481,534$132,343$6,617iApproximate average salary by contribution assumption: employee only about $165,429 at 4% or $110,286 at 6%; with 50% employer match about $110,286 at 4% or $73,524 at 6%; with 100% employer match about $82,714 at 4% or $55,143 at 6%.
North Texas Endodontics Retirement Plan & Trust-20$5,481,534$132,343$6,617iApproximate average salary by contribution assumption: employee only about $165,429 at 4% or $110,286 at 6%; with 50% employer match about $110,286 at 4% or $73,524 at 6%; with 100% employer match about $82,714 at 4% or $55,143 at 6%.
2016119$4,689,170$229,759$12,093iApproximate average salary by contribution assumption: employee only about $302,314 at 4% or $201,543 at 6%; with 50% employer match about $201,543 at 4% or $134,362 at 6%; with 100% employer match about $151,157 at 4% or $100,771 at 6%.
North Texas Endodontics Retirement Plan & Trust-19$4,689,170$229,759$12,093iApproximate average salary by contribution assumption: employee only about $302,314 at 4% or $201,543 at 6%; with 50% employer match about $201,543 at 4% or $134,362 at 6%; with 100% employer match about $151,157 at 4% or $100,771 at 6%.
2015115$4,087,017$216,177$14,412iApproximate average salary by contribution assumption: employee only about $360,295 at 4% or $240,197 at 6%; with 50% employer match about $240,197 at 4% or $160,131 at 6%; with 100% employer match about $180,148 at 4% or $120,098 at 6%.
North Texas Endodontics Retirement Plan & Trust-15$4,087,017$216,177$14,412iApproximate average salary by contribution assumption: employee only about $360,295 at 4% or $240,197 at 6%; with 50% employer match about $240,197 at 4% or $160,131 at 6%; with 100% employer match about $180,148 at 4% or $120,098 at 6%.
2014114$4,003,925$214,751$15,339iApproximate average salary by contribution assumption: employee only about $383,484 at 4% or $255,656 at 6%; with 50% employer match about $255,656 at 4% or $170,437 at 6%; with 100% employer match about $191,742 at 4% or $127,828 at 6%.
North Texas Endodontics Retirement Plan & Trust-14$4,003,925$214,751$15,339iApproximate average salary by contribution assumption: employee only about $383,484 at 4% or $255,656 at 6%; with 50% employer match about $255,656 at 4% or $170,437 at 6%; with 100% employer match about $191,742 at 4% or $127,828 at 6%.
2013115$3,699,718$214,141$14,276iApproximate average salary by contribution assumption: employee only about $356,902 at 4% or $237,934 at 6%; with 50% employer match about $237,934 at 4% or $158,623 at 6%; with 100% employer match about $178,451 at 4% or $118,967 at 6%.
North Texas Endodontics Retirement Plan & Trust-15$3,699,718$214,141$14,276iApproximate average salary by contribution assumption: employee only about $356,902 at 4% or $237,934 at 6%; with 50% employer match about $237,934 at 4% or $158,623 at 6%; with 100% employer match about $178,451 at 4% or $118,967 at 6%.
2012115$3,198,719$221,035$14,736iApproximate average salary by contribution assumption: employee only about $368,392 at 4% or $245,594 at 6%; with 50% employer match about $245,594 at 4% or $163,730 at 6%; with 100% employer match about $184,196 at 4% or $122,797 at 6%.
North Texas Endodontics Retirement Plan & Trust-15$3,198,719$221,035$14,736iApproximate average salary by contribution assumption: employee only about $368,392 at 4% or $245,594 at 6%; with 50% employer match about $245,594 at 4% or $163,730 at 6%; with 100% employer match about $184,196 at 4% or $122,797 at 6%.
2011118$2,732,057$229,510$12,751iApproximate average salary by contribution assumption: employee only about $318,764 at 4% or $212,509 at 6%; with 50% employer match about $212,509 at 4% or $141,673 at 6%; with 100% employer match about $159,382 at 4% or $106,255 at 6%.
North Texas Endodontics Retirement Plan & Trust-18$2,732,057$229,510$12,751iApproximate average salary by contribution assumption: employee only about $318,764 at 4% or $212,509 at 6%; with 50% employer match about $212,509 at 4% or $141,673 at 6%; with 100% employer match about $159,382 at 4% or $106,255 at 6%.
2010117$2,589,172$222,353$13,080iApproximate average salary by contribution assumption: employee only about $326,990 at 4% or $217,993 at 6%; with 50% employer match about $217,993 at 4% or $145,329 at 6%; with 100% employer match about $163,495 at 4% or $108,997 at 6%.
North Texas Endodontics Retirement Plan & Trust-17$2,589,172$222,353$13,080iApproximate average salary by contribution assumption: employee only about $326,990 at 4% or $217,993 at 6%; with 50% employer match about $217,993 at 4% or $145,329 at 6%; with 100% employer match about $163,495 at 4% or $108,997 at 6%.
2009116$2,032,493$248,337$15,521iApproximate average salary by contribution assumption: employee only about $388,027 at 4% or $258,684 at 6%; with 50% employer match about $258,684 at 4% or $172,456 at 6%; with 100% employer match about $194,013 at 4% or $129,342 at 6%.
North Texas Endodontics Retirement Plan & Trust-16$2,032,493$248,337$15,521iApproximate average salary by contribution assumption: employee only about $388,027 at 4% or $258,684 at 6%; with 50% employer match about $258,684 at 4% or $172,456 at 6%; with 100% employer match about $194,013 at 4% or $129,342 at 6%.
2008115$1,430,092$227,427$15,162iApproximate average salary by contribution assumption: employee only about $379,045 at 4% or $252,697 at 6%; with 50% employer match about $252,697 at 4% or $168,464 at 6%; with 100% employer match about $189,523 at 4% or $126,348 at 6%.
North Texas Endodontics Retirement Plan & Trust-15$1,430,092$227,427$15,162iApproximate average salary by contribution assumption: employee only about $379,045 at 4% or $252,697 at 6%; with 50% employer match about $252,697 at 4% or $168,464 at 6%; with 100% employer match about $189,523 at 4% or $126,348 at 6%.
2007114$1,684,231$231,840$16,560iApproximate average salary by contribution assumption: employee only about $414,000 at 4% or $276,000 at 6%; with 50% employer match about $276,000 at 4% or $184,000 at 6%; with 100% employer match about $207,000 at 4% or $138,000 at 6%.
North Texas Endodontics Retirement Plan & Trust-14$1,684,231$231,840$16,560iApproximate average salary by contribution assumption: employee only about $414,000 at 4% or $276,000 at 6%; with 50% employer match about $276,000 at 4% or $184,000 at 6%; with 100% employer match about $207,000 at 4% or $138,000 at 6%.
2006114$1,374,688$217,474$15,534iApproximate average salary by contribution assumption: employee only about $388,346 at 4% or $258,898 at 6%; with 50% employer match about $258,898 at 4% or $172,598 at 6%; with 100% employer match about $194,173 at 4% or $129,449 at 6%.
North Texas Endodontics Retirement Plan & Trust-14$1,374,688$217,474$15,534iApproximate average salary by contribution assumption: employee only about $388,346 at 4% or $258,898 at 6%; with 50% employer match about $258,898 at 4% or $172,598 at 6%; with 100% employer match about $194,173 at 4% or $129,449 at 6%.
200519$1,030,622$145,393$16,155iApproximate average salary by contribution assumption: employee only about $403,869 at 4% or $269,246 at 6%; with 50% employer match about $269,246 at 4% or $179,498 at 6%; with 100% employer match about $201,935 at 4% or $134,623 at 6%.
North Texas Endodontics Retirement Plan & Trust-9$1,030,622$145,393$16,155iApproximate average salary by contribution assumption: employee only about $403,869 at 4% or $269,246 at 6%; with 50% employer match about $269,246 at 4% or $179,498 at 6%; with 100% employer match about $201,935 at 4% or $134,623 at 6%.