Civic Intelligence

Mark a. Sowell, D.D.S. PC.

Plan context: MARK A. SOWELL, D.D.S., P.A. CASH BALANCE PLAN

EIN 75-2677420 • Plano, TX • 20 filings • 5 plans

1200 Village Creek, Ste. 102Plano, TX 75093
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,633,960

2024 Contributions

$382,542

Historical Graphs

Total Assets Over Time

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

$1,633,960$816,980$0201120182024YearValue
$1,633,960Latest year 2024

Participants Over Time

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

420200120172024YearValue
4Latest 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
202424$1,633,960$382,542$95,636iApproximate average salary by contribution assumption: employee only about $2,390,888 at 4% or $1,593,925 at 6%; with 50% employer match about $1,593,925 at 4% or $1,062,617 at 6%; with 100% employer match about $1,195,444 at 4% or $796,963 at 6%.
MARK A. SOWELL, D.D.S., P.A. CASH BALANCE PLAN-4$906,991$346,060$86,515iApproximate average salary by contribution assumption: employee only about $2,162,875 at 4% or $1,441,917 at 6%; with 50% employer match about $1,441,917 at 4% or $961,278 at 6%; with 100% employer match about $1,081,438 at 4% or $720,958 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-4$726,969$36,482$9,121iApproximate average salary by contribution assumption: employee only about $228,013 at 4% or $152,008 at 6%; with 50% employer match about $152,008 at 4% or $101,339 at 6%; with 100% employer match about $114,006 at 4% or $76,004 at 6%.
202324$1,165,469$412,129$103,032iApproximate average salary by contribution assumption: employee only about $2,575,806 at 4% or $1,717,204 at 6%; with 50% employer match about $1,717,204 at 4% or $1,144,803 at 6%; with 100% employer match about $1,287,903 at 4% or $858,602 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-4$637,580$63,669$15,917iApproximate average salary by contribution assumption: employee only about $397,931 at 4% or $265,288 at 6%; with 50% employer match about $265,288 at 4% or $176,858 at 6%; with 100% employer match about $198,966 at 4% or $132,644 at 6%.
MARK A. SOWELL, D.D.S., P.A. CASH BALANCE PLAN-4$527,889$348,460$87,115iApproximate average salary by contribution assumption: employee only about $2,177,875 at 4% or $1,451,917 at 6%; with 50% employer match about $1,451,917 at 4% or $967,944 at 6%; with 100% employer match about $1,088,938 at 4% or $725,958 at 6%.
202224$702,443$137,627$34,407iApproximate average salary by contribution assumption: employee only about $860,169 at 4% or $573,446 at 6%; with 50% employer match about $573,446 at 4% or $382,297 at 6%; with 100% employer match about $430,084 at 4% or $286,723 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-4$530,982$49,627$12,407iApproximate average salary by contribution assumption: employee only about $310,169 at 4% or $206,779 at 6%; with 50% employer match about $206,779 at 4% or $137,853 at 6%; with 100% employer match about $155,084 at 4% or $103,390 at 6%.
MARK A. SOWELL, D.D.S., P.A. CASH BALANCE PLAN-4$171,461$88,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
202123$622,416$127,345$42,448iApproximate average salary by contribution assumption: employee only about $1,061,208 at 4% or $707,472 at 6%; with 50% employer match about $707,472 at 4% or $471,648 at 6%; with 100% employer match about $530,604 at 4% or $353,736 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-3$538,416$43,345$14,448iApproximate average salary by contribution assumption: employee only about $361,208 at 4% or $240,806 at 6%; with 50% employer match about $240,806 at 4% or $160,537 at 6%; with 100% employer match about $180,604 at 4% or $120,403 at 6%.
MARK A. SOWELL, D.D.S., P.A. CASH BALANCE PLAN-3$84,000$84,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
202014$468,960$73,829$18,457iApproximate average salary by contribution assumption: employee only about $461,431 at 4% or $307,621 at 6%; with 50% employer match about $307,621 at 4% or $205,081 at 6%; with 100% employer match about $230,716 at 4% or $153,810 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-4$468,960$73,829$18,457iApproximate average salary by contribution assumption: employee only about $461,431 at 4% or $307,621 at 6%; with 50% employer match about $307,621 at 4% or $205,081 at 6%; with 100% employer match about $230,716 at 4% or $153,810 at 6%.
201913$356,795$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-3$356,795$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
201813$564,742$57,338$19,113iApproximate average salary by contribution assumption: employee only about $477,817 at 4% or $318,544 at 6%; with 50% employer match about $318,544 at 4% or $212,363 at 6%; with 100% employer match about $238,908 at 4% or $159,272 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-3$564,742$57,338$19,113iApproximate average salary by contribution assumption: employee only about $477,817 at 4% or $318,544 at 6%; with 50% employer match about $318,544 at 4% or $212,363 at 6%; with 100% employer match about $238,908 at 4% or $159,272 at 6%.
201713$540,717$62,794$20,931iApproximate average salary by contribution assumption: employee only about $523,283 at 4% or $348,856 at 6%; with 50% employer match about $348,856 at 4% or $232,570 at 6%; with 100% employer match about $261,642 at 4% or $174,428 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-3$540,717$62,794$20,931iApproximate average salary by contribution assumption: employee only about $523,283 at 4% or $348,856 at 6%; with 50% employer match about $348,856 at 4% or $232,570 at 6%; with 100% employer match about $261,642 at 4% or $174,428 at 6%.
201613$428,397$82,503$27,501iApproximate average salary by contribution assumption: employee only about $687,525 at 4% or $458,350 at 6%; with 50% employer match about $458,350 at 4% or $305,567 at 6%; with 100% employer match about $343,763 at 4% or $229,175 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-3$428,397$82,503$27,501iApproximate average salary by contribution assumption: employee only about $687,525 at 4% or $458,350 at 6%; with 50% employer match about $458,350 at 4% or $305,567 at 6%; with 100% employer match about $343,763 at 4% or $229,175 at 6%.
201513$316,467$84,327$28,109iApproximate average salary by contribution assumption: employee only about $702,725 at 4% or $468,483 at 6%; with 50% employer match about $468,483 at 4% or $312,322 at 6%; with 100% employer match about $351,363 at 4% or $234,242 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-3$316,467$84,327$28,109iApproximate average salary by contribution assumption: employee only about $702,725 at 4% or $468,483 at 6%; with 50% employer match about $468,483 at 4% or $312,322 at 6%; with 100% employer match about $351,363 at 4% or $234,242 at 6%.
201413$238,143$81,095$27,032iApproximate average salary by contribution assumption: employee only about $675,792 at 4% or $450,528 at 6%; with 50% employer match about $450,528 at 4% or $300,352 at 6%; with 100% employer match about $337,896 at 4% or $225,264 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-3$238,143$81,095$27,032iApproximate average salary by contribution assumption: employee only about $675,792 at 4% or $450,528 at 6%; with 50% employer match about $450,528 at 4% or $300,352 at 6%; with 100% employer match about $337,896 at 4% or $225,264 at 6%.
201314$151,119$16,807$4,202iApproximate average salary by contribution assumption: employee only about $105,044 at 4% or $70,029 at 6%; with 50% employer match about $70,029 at 4% or $46,686 at 6%; with 100% employer match about $52,522 at 4% or $35,015 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-4$151,119$16,807$4,202iApproximate average salary by contribution assumption: employee only about $105,044 at 4% or $70,029 at 6%; with 50% employer match about $70,029 at 4% or $46,686 at 6%; with 100% employer match about $52,522 at 4% or $35,015 at 6%.
201214$136,711$83,622$20,906iApproximate average salary by contribution assumption: employee only about $522,638 at 4% or $348,425 at 6%; with 50% employer match about $348,425 at 4% or $232,283 at 6%; with 100% employer match about $261,319 at 4% or $174,213 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-4$136,711$83,622$20,906iApproximate average salary by contribution assumption: employee only about $522,638 at 4% or $348,425 at 6%; with 50% employer match about $348,425 at 4% or $232,283 at 6%; with 100% employer match about $261,319 at 4% or $174,213 at 6%.
201112$52,959$52,959$26,480iApproximate average salary by contribution assumption: employee only about $661,988 at 4% or $441,325 at 6%; with 50% employer match about $441,325 at 4% or $294,217 at 6%; with 100% employer match about $330,994 at 4% or $220,663 at 6%.
Mark a. Sowell, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-2$52,959$52,959$26,480iApproximate average salary by contribution assumption: employee only about $661,988 at 4% or $441,325 at 6%; with 50% employer match about $441,325 at 4% or $294,217 at 6%; with 100% employer match about $330,994 at 4% or $220,663 at 6%.
200213$0$0-
MARK A. SOWELL, D.D.S., P.C. DEFINED BENEFIT PLAN-3---
200113$0$0-
MARK A. SOWELL, D.D.S., P.C. DEFINED BENEFIT PLAN-3---
Mark a. Sowell, D.D.S. PC. | EIN 75-2677420 | 2024 Form 5500 Company Profile