Civic Intelligence

Rafael a. Perez, D.D.S. PC.

Plan context: Stone Lake Dental Retirement Plan & Trust

EIN 75-2741915 • Wichita Falls, TX • 27 filings • 3 plans

5200 Stone Lake DriveWichita Falls, TX 76310
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,260,062

2024 Contributions

$371,995

Historical Graphs

Total Assets Over Time

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

$4,260,062$2,130,031$0200720162024YearValue
$4,260,062Latest year 2024

Participants Over Time

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

25130200720162024YearValue
17Latest 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
2024217$4,260,062$371,995$21,882iApproximate average salary by contribution assumption: employee only about $547,051 at 4% or $364,701 at 6%; with 50% employer match about $364,701 at 4% or $243,134 at 6%; with 100% employer match about $273,526 at 4% or $182,350 at 6%.
Stone Lake Dental Retirement Plan & Trust-17$2,572,218$151,485$8,911iApproximate average salary by contribution assumption: employee only about $222,772 at 4% or $148,515 at 6%; with 50% employer match about $148,515 at 4% or $99,010 at 6%; with 100% employer match about $111,386 at 4% or $74,257 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-12$1,687,844$220,510$18,376iApproximate average salary by contribution assumption: employee only about $459,396 at 4% or $306,264 at 6%; with 50% employer match about $306,264 at 4% or $204,176 at 6%; with 100% employer match about $229,698 at 4% or $153,132 at 6%.
2023225$3,759,899$202,637$8,105iApproximate average salary by contribution assumption: employee only about $202,637 at 4% or $135,091 at 6%; with 50% employer match about $135,091 at 4% or $90,061 at 6%; with 100% employer match about $101,318 at 4% or $67,546 at 6%.
Stone Lake Dental Retirement Plan & Trust-25$2,433,960$129,037$5,161iApproximate average salary by contribution assumption: employee only about $129,037 at 4% or $86,025 at 6%; with 50% employer match about $86,025 at 4% or $57,350 at 6%; with 100% employer match about $64,518 at 4% or $43,012 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-11$1,325,939$73,600$6,691iApproximate average salary by contribution assumption: employee only about $167,273 at 4% or $111,515 at 6%; with 50% employer match about $111,515 at 4% or $74,343 at 6%; with 100% employer match about $83,636 at 4% or $55,758 at 6%.
2022223$3,159,666$236,815$10,296iApproximate average salary by contribution assumption: employee only about $257,408 at 4% or $171,605 at 6%; with 50% employer match about $171,605 at 4% or $114,403 at 6%; with 100% employer match about $128,704 at 4% or $85,803 at 6%.
Stone Lake Dental Retirement Plan & Trust-23$2,071,174$70,415$3,062iApproximate average salary by contribution assumption: employee only about $76,538 at 4% or $51,025 at 6%; with 50% employer match about $51,025 at 4% or $34,017 at 6%; with 100% employer match about $38,269 at 4% or $25,513 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-14$1,088,492$166,400$11,886iApproximate average salary by contribution assumption: employee only about $297,143 at 4% or $198,095 at 6%; with 50% employer match about $198,095 at 4% or $132,063 at 6%; with 100% employer match about $148,571 at 4% or $99,048 at 6%.
2021222$4,002,565$281,305$12,787iApproximate average salary by contribution assumption: employee only about $319,665 at 4% or $213,110 at 6%; with 50% employer match about $213,110 at 4% or $142,073 at 6%; with 100% employer match about $159,832 at 4% or $106,555 at 6%.
Stone Lake Dental Retirement Plan & Trust-22$2,911,029$111,305$5,059iApproximate average salary by contribution assumption: employee only about $126,483 at 4% or $84,322 at 6%; with 50% employer match about $84,322 at 4% or $56,215 at 6%; with 100% employer match about $63,241 at 4% or $42,161 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-12$1,091,536$170,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
2020220$3,257,937$279,817$13,991iApproximate average salary by contribution assumption: employee only about $349,771 at 4% or $233,181 at 6%; with 50% employer match about $233,181 at 4% or $155,454 at 6%; with 100% employer match about $174,886 at 4% or $116,590 at 6%.
Stone Lake Dental Retirement Plan & Trust-20$2,480,079$129,084$6,454iApproximate average salary by contribution assumption: employee only about $161,355 at 4% or $107,570 at 6%; with 50% employer match about $107,570 at 4% or $71,713 at 6%; with 100% employer match about $80,678 at 4% or $53,785 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-11$777,858$150,733$13,703iApproximate average salary by contribution assumption: employee only about $342,575 at 4% or $228,383 at 6%; with 50% employer match about $228,383 at 4% or $152,256 at 6%; with 100% employer match about $171,288 at 4% or $114,192 at 6%.
2019220$2,632,266$229,023$11,451iApproximate average salary by contribution assumption: employee only about $286,279 at 4% or $190,853 at 6%; with 50% employer match about $190,853 at 4% or $127,235 at 6%; with 100% employer match about $143,139 at 4% or $95,426 at 6%.
Stone Lake Dental Retirement Plan & Trust-20$2,078,976$129,729$6,486iApproximate average salary by contribution assumption: employee only about $162,161 at 4% or $108,108 at 6%; with 50% employer match about $108,108 at 4% or $72,072 at 6%; with 100% employer match about $81,081 at 4% or $54,054 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-12$553,290$99,294$8,275iApproximate average salary by contribution assumption: employee only about $206,863 at 4% or $137,908 at 6%; with 50% employer match about $137,908 at 4% or $91,939 at 6%; with 100% employer match about $103,431 at 4% or $68,954 at 6%.
2018219$2,000,615$256,219$13,485iApproximate average salary by contribution assumption: employee only about $337,130 at 4% or $224,754 at 6%; with 50% employer match about $224,754 at 4% or $149,836 at 6%; with 100% employer match about $168,565 at 4% or $112,377 at 6%.
Stone Lake Dental Retirement Plan & Trust-19$1,616,922$126,219$6,643iApproximate average salary by contribution assumption: employee only about $166,078 at 4% or $110,718 at 6%; with 50% employer match about $110,718 at 4% or $73,812 at 6%; with 100% employer match about $83,039 at 4% or $55,359 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-11$383,693$130,000$11,818iApproximate average salary by contribution assumption: employee only about $295,455 at 4% or $196,970 at 6%; with 50% employer match about $196,970 at 4% or $131,313 at 6%; with 100% employer match about $147,727 at 4% or $98,485 at 6%.
2017218$1,910,766$254,977$14,165iApproximate average salary by contribution assumption: employee only about $354,135 at 4% or $236,090 at 6%; with 50% employer match about $236,090 at 4% or $157,393 at 6%; with 100% employer match about $177,067 at 4% or $118,045 at 6%.
Stone Lake Dental Retirement Plan & Trust-18$1,631,473$124,977$6,943iApproximate average salary by contribution assumption: employee only about $173,579 at 4% or $115,719 at 6%; with 50% employer match about $115,719 at 4% or $77,146 at 6%; with 100% employer match about $86,790 at 4% or $57,860 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-11$279,293$130,000$11,818iApproximate average salary by contribution assumption: employee only about $295,455 at 4% or $196,970 at 6%; with 50% employer match about $196,970 at 4% or $131,313 at 6%; with 100% employer match about $147,727 at 4% or $98,485 at 6%.
2016219$1,520,665$268,665$14,140iApproximate average salary by contribution assumption: employee only about $353,507 at 4% or $235,671 at 6%; with 50% employer match about $235,671 at 4% or $157,114 at 6%; with 100% employer match about $176,753 at 4% or $117,836 at 6%.
Stone Lake Dental Retirement Plan & Trust-19$1,382,292$130,292$6,857iApproximate average salary by contribution assumption: employee only about $171,437 at 4% or $114,291 at 6%; with 50% employer match about $114,291 at 4% or $76,194 at 6%; with 100% employer match about $85,718 at 4% or $57,146 at 6%.
STONE LAKE DENTAL DEFINED BENEFIT CASH BALANCE PLAN-10$138,373$138,373$13,837iApproximate average salary by contribution assumption: employee only about $345,933 at 4% or $230,622 at 6%; with 50% employer match about $230,622 at 4% or $153,748 at 6%; with 100% employer match about $172,966 at 4% or $115,311 at 6%.
2015118$1,239,688$137,690$7,649iApproximate average salary by contribution assumption: employee only about $191,236 at 4% or $127,491 at 6%; with 50% employer match about $127,491 at 4% or $84,994 at 6%; with 100% employer match about $95,618 at 4% or $63,745 at 6%.
Stone Lake Dental Retirement Plan & Trust-18$1,239,688$137,690$7,649iApproximate average salary by contribution assumption: employee only about $191,236 at 4% or $127,491 at 6%; with 50% employer match about $127,491 at 4% or $84,994 at 6%; with 100% employer match about $95,618 at 4% or $63,745 at 6%.
2014117$1,152,215$138,663$8,157iApproximate average salary by contribution assumption: employee only about $203,916 at 4% or $135,944 at 6%; with 50% employer match about $135,944 at 4% or $90,629 at 6%; with 100% employer match about $101,958 at 4% or $67,972 at 6%.
Stone Lake Dental Retirement Plan & Trust-17$1,152,215$138,663$8,157iApproximate average salary by contribution assumption: employee only about $203,916 at 4% or $135,944 at 6%; with 50% employer match about $135,944 at 4% or $90,629 at 6%; with 100% employer match about $101,958 at 4% or $67,972 at 6%.
2013116$967,631$114,297$7,144iApproximate average salary by contribution assumption: employee only about $178,589 at 4% or $119,059 at 6%; with 50% employer match about $119,059 at 4% or $79,373 at 6%; with 100% employer match about $89,295 at 4% or $59,530 at 6%.
Stone Lake Dental Retirement Plan & Trust-16$967,631$114,297$7,144iApproximate average salary by contribution assumption: employee only about $178,589 at 4% or $119,059 at 6%; with 50% employer match about $119,059 at 4% or $79,373 at 6%; with 100% employer match about $89,295 at 4% or $59,530 at 6%.
2012116$701,231$114,441$7,153iApproximate average salary by contribution assumption: employee only about $178,814 at 4% or $119,209 at 6%; with 50% employer match about $119,209 at 4% or $79,473 at 6%; with 100% employer match about $89,407 at 4% or $59,605 at 6%.
Stone Lake Dental Retirement Plan & Trust-16$701,231$114,441$7,153iApproximate average salary by contribution assumption: employee only about $178,814 at 4% or $119,209 at 6%; with 50% employer match about $119,209 at 4% or $79,473 at 6%; with 100% employer match about $89,407 at 4% or $59,605 at 6%.
2011116$540,427$113,792$7,112iApproximate average salary by contribution assumption: employee only about $177,800 at 4% or $118,533 at 6%; with 50% employer match about $118,533 at 4% or $79,022 at 6%; with 100% employer match about $88,900 at 4% or $59,267 at 6%.
Stone Lake Dental Retirement Plan & Trust-16$540,427$113,792$7,112iApproximate average salary by contribution assumption: employee only about $177,800 at 4% or $118,533 at 6%; with 50% employer match about $118,533 at 4% or $79,022 at 6%; with 100% employer match about $88,900 at 4% or $59,267 at 6%.
2010117$660,723$128,526$7,560iApproximate average salary by contribution assumption: employee only about $189,009 at 4% or $126,006 at 6%; with 50% employer match about $126,006 at 4% or $84,004 at 6%; with 100% employer match about $94,504 at 4% or $63,003 at 6%.
Stone Lake Dental Retirement Plan & Trust-17$660,723$128,526$7,560iApproximate average salary by contribution assumption: employee only about $189,009 at 4% or $126,006 at 6%; with 50% employer match about $126,006 at 4% or $84,004 at 6%; with 100% employer match about $94,504 at 4% or $63,003 at 6%.
2009115$445,018$170,599$11,373iApproximate average salary by contribution assumption: employee only about $284,332 at 4% or $189,554 at 6%; with 50% employer match about $189,554 at 4% or $126,370 at 6%; with 100% employer match about $142,166 at 4% or $94,777 at 6%.
Stone Lake Dental Retirement Plan & Trust-15$445,018$170,599$11,373iApproximate average salary by contribution assumption: employee only about $284,332 at 4% or $189,554 at 6%; with 50% employer match about $189,554 at 4% or $126,370 at 6%; with 100% employer match about $142,166 at 4% or $94,777 at 6%.
2008114$226,157$153,015$10,930iApproximate average salary by contribution assumption: employee only about $273,241 at 4% or $182,161 at 6%; with 50% employer match about $182,161 at 4% or $121,440 at 6%; with 100% employer match about $136,621 at 4% or $91,080 at 6%.
Stone Lake Dental Retirement Plan & Trust-14$226,157$153,015$10,930iApproximate average salary by contribution assumption: employee only about $273,241 at 4% or $182,161 at 6%; with 50% employer match about $182,161 at 4% or $121,440 at 6%; with 100% employer match about $136,621 at 4% or $91,080 at 6%.
2007113$152,258$153,520$11,809iApproximate average salary by contribution assumption: employee only about $295,231 at 4% or $196,821 at 6%; with 50% employer match about $196,821 at 4% or $131,214 at 6%; with 100% employer match about $147,615 at 4% or $98,410 at 6%.
Stone Lake Dental Retirement Plan & Trust-13$152,258$153,520$11,809iApproximate average salary by contribution assumption: employee only about $295,231 at 4% or $196,821 at 6%; with 50% employer match about $196,821 at 4% or $131,214 at 6%; with 100% employer match about $147,615 at 4% or $98,410 at 6%.