Civic Intelligence

Wayne and Julie Scott, D.D.S., P.A.

Plan context: WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN

EIN 75-2946055 • Coppell, TX • 28 filings • 5 plans

722 S. Denton Tap Road, Suite 100Coppell, TX 75019
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$1,329,465

2023 Contributions

$471,679

Historical Graphs

Total Assets Over Time

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

$5,283,770$2,641,885$0200420132022YearValue
$1,329,465Latest year 2022

Participants Over Time

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

1370200320122021YearValue
13Latest year 2021

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
202310$0$0-
WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN-0$0$0-
202220$1,329,465$471,679-
WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN-0$1,329,465$372,003-
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-0$0$99,676-
2021213$5,283,770$277,339$21,334iApproximate average salary by contribution assumption: employee only about $533,344 at 4% or $355,563 at 6%; with 50% employer match about $355,563 at 4% or $237,042 at 6%; with 100% employer match about $266,672 at 4% or $177,781 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-13$4,147,081$136,150$10,473iApproximate average salary by contribution assumption: employee only about $261,827 at 4% or $174,551 at 6%; with 50% employer match about $174,551 at 4% or $116,368 at 6%; with 100% employer match about $130,913 at 4% or $87,276 at 6%.
WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN-12$1,136,689$141,189$11,766iApproximate average salary by contribution assumption: employee only about $294,144 at 4% or $196,096 at 6%; with 50% employer match about $196,096 at 4% or $130,731 at 6%; with 100% employer match about $147,072 at 4% or $98,048 at 6%.
2020213$4,564,904$245,743$18,903iApproximate average salary by contribution assumption: employee only about $472,583 at 4% or $315,055 at 6%; with 50% employer match about $315,055 at 4% or $210,037 at 6%; with 100% employer match about $236,291 at 4% or $157,528 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-13$3,648,670$130,438$10,034iApproximate average salary by contribution assumption: employee only about $250,842 at 4% or $167,228 at 6%; with 50% employer match about $167,228 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.
WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN-9$916,234$115,305$12,812iApproximate average salary by contribution assumption: employee only about $320,292 at 4% or $213,528 at 6%; with 50% employer match about $213,528 at 4% or $142,352 at 6%; with 100% employer match about $160,146 at 4% or $106,764 at 6%.
2019213$3,805,196$283,307$21,793iApproximate average salary by contribution assumption: employee only about $544,821 at 4% or $363,214 at 6%; with 50% employer match about $363,214 at 4% or $242,143 at 6%; with 100% employer match about $272,411 at 4% or $181,607 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-13$3,090,231$132,887$10,222iApproximate average salary by contribution assumption: employee only about $255,552 at 4% or $170,368 at 6%; with 50% employer match about $170,368 at 4% or $113,579 at 6%; with 100% employer match about $127,776 at 4% or $85,184 at 6%.
WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN-11$714,965$150,420$13,675iApproximate average salary by contribution assumption: employee only about $341,864 at 4% or $227,909 at 6%; with 50% employer match about $227,909 at 4% or $151,939 at 6%; with 100% employer match about $170,932 at 4% or $113,955 at 6%.
2018212$2,912,020$310,917$25,910iApproximate average salary by contribution assumption: employee only about $647,744 at 4% or $431,829 at 6%; with 50% employer match about $431,829 at 4% or $287,886 at 6%; with 100% employer match about $323,872 at 4% or $215,915 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-12$2,430,379$131,924$10,994iApproximate average salary by contribution assumption: employee only about $274,842 at 4% or $183,228 at 6%; with 50% employer match about $183,228 at 4% or $122,152 at 6%; with 100% employer match about $137,421 at 4% or $91,614 at 6%.
WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN-9$481,641$178,993$19,888iApproximate average salary by contribution assumption: employee only about $497,203 at 4% or $331,469 at 6%; with 50% employer match about $331,469 at 4% or $220,979 at 6%; with 100% employer match about $248,601 at 4% or $165,734 at 6%.
2017213$2,764,393$269,367$20,721iApproximate average salary by contribution assumption: employee only about $518,013 at 4% or $345,342 at 6%; with 50% employer match about $345,342 at 4% or $230,228 at 6%; with 100% employer match about $259,007 at 4% or $172,671 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-13$2,435,949$142,064$10,928iApproximate average salary by contribution assumption: employee only about $273,200 at 4% or $182,133 at 6%; with 50% employer match about $182,133 at 4% or $121,422 at 6%; with 100% employer match about $136,600 at 4% or $91,067 at 6%.
WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN-9$328,444$127,303$14,145iApproximate average salary by contribution assumption: employee only about $353,619 at 4% or $235,746 at 6%; with 50% employer match about $235,746 at 4% or $157,164 at 6%; with 100% employer match about $176,810 at 4% or $117,873 at 6%.
2016212$2,252,165$575,065$47,922iApproximate average salary by contribution assumption: employee only about $1,198,052 at 4% or $798,701 at 6%; with 50% employer match about $798,701 at 4% or $532,468 at 6%; with 100% employer match about $599,026 at 4% or $399,351 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-12$2,070,775$394,197$32,850iApproximate average salary by contribution assumption: employee only about $821,244 at 4% or $547,496 at 6%; with 50% employer match about $547,496 at 4% or $364,997 at 6%; with 100% employer match about $410,622 at 4% or $273,748 at 6%.
WAYNE AND JULIE SCOTT, DDS, PA CASH BALANCE PLAN-9$181,390$180,868$20,096iApproximate average salary by contribution assumption: employee only about $502,411 at 4% or $334,941 at 6%; with 50% employer match about $334,941 at 4% or $223,294 at 6%; with 100% employer match about $251,206 at 4% or $167,470 at 6%.
201518$1,669,652$139,799$17,475iApproximate average salary by contribution assumption: employee only about $436,872 at 4% or $291,248 at 6%; with 50% employer match about $291,248 at 4% or $194,165 at 6%; with 100% employer match about $218,436 at 4% or $145,624 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-8$1,669,652$139,799$17,475iApproximate average salary by contribution assumption: employee only about $436,872 at 4% or $291,248 at 6%; with 50% employer match about $291,248 at 4% or $194,165 at 6%; with 100% employer match about $218,436 at 4% or $145,624 at 6%.
201418$1,644,992$145,938$18,242iApproximate average salary by contribution assumption: employee only about $456,056 at 4% or $304,038 at 6%; with 50% employer match about $304,038 at 4% or $202,692 at 6%; with 100% employer match about $228,028 at 4% or $152,019 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-8$1,644,992$145,938$18,242iApproximate average salary by contribution assumption: employee only about $456,056 at 4% or $304,038 at 6%; with 50% employer match about $304,038 at 4% or $202,692 at 6%; with 100% employer match about $228,028 at 4% or $152,019 at 6%.
201318$1,501,795$141,173$17,647iApproximate average salary by contribution assumption: employee only about $441,166 at 4% or $294,110 at 6%; with 50% employer match about $294,110 at 4% or $196,074 at 6%; with 100% employer match about $220,583 at 4% or $147,055 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-8$1,501,795$141,173$17,647iApproximate average salary by contribution assumption: employee only about $441,166 at 4% or $294,110 at 6%; with 50% employer match about $294,110 at 4% or $196,074 at 6%; with 100% employer match about $220,583 at 4% or $147,055 at 6%.
201219$1,192,123$135,024$15,003iApproximate average salary by contribution assumption: employee only about $375,067 at 4% or $250,044 at 6%; with 50% employer match about $250,044 at 4% or $166,696 at 6%; with 100% employer match about $187,533 at 4% or $125,022 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-9$1,192,123$135,024$15,003iApproximate average salary by contribution assumption: employee only about $375,067 at 4% or $250,044 at 6%; with 50% employer match about $250,044 at 4% or $166,696 at 6%; with 100% employer match about $187,533 at 4% or $125,022 at 6%.
201119$936,401$137,220$15,247iApproximate average salary by contribution assumption: employee only about $381,167 at 4% or $254,111 at 6%; with 50% employer match about $254,111 at 4% or $169,407 at 6%; with 100% employer match about $190,583 at 4% or $127,056 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-9$936,401$137,220$15,247iApproximate average salary by contribution assumption: employee only about $381,167 at 4% or $254,111 at 6%; with 50% employer match about $254,111 at 4% or $169,407 at 6%; with 100% employer match about $190,583 at 4% or $127,056 at 6%.
201019$828,479$134,569$14,952iApproximate average salary by contribution assumption: employee only about $373,803 at 4% or $249,202 at 6%; with 50% employer match about $249,202 at 4% or $166,135 at 6%; with 100% employer match about $186,901 at 4% or $124,601 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-9$828,479$134,569$14,952iApproximate average salary by contribution assumption: employee only about $373,803 at 4% or $249,202 at 6%; with 50% employer match about $249,202 at 4% or $166,135 at 6%; with 100% employer match about $186,901 at 4% or $124,601 at 6%.
200918$645,558$133,045$16,631iApproximate average salary by contribution assumption: employee only about $415,766 at 4% or $277,177 at 6%; with 50% employer match about $277,177 at 4% or $184,785 at 6%; with 100% employer match about $207,883 at 4% or $138,589 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-8$645,558$133,045$16,631iApproximate average salary by contribution assumption: employee only about $415,766 at 4% or $277,177 at 6%; with 50% employer match about $277,177 at 4% or $184,785 at 6%; with 100% employer match about $207,883 at 4% or $138,589 at 6%.
200819$440,820$128,699$14,300iApproximate average salary by contribution assumption: employee only about $357,497 at 4% or $238,331 at 6%; with 50% employer match about $238,331 at 4% or $158,888 at 6%; with 100% employer match about $178,749 at 4% or $119,166 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-9$440,820$128,699$14,300iApproximate average salary by contribution assumption: employee only about $357,497 at 4% or $238,331 at 6%; with 50% employer match about $238,331 at 4% or $158,888 at 6%; with 100% employer match about $178,749 at 4% or $119,166 at 6%.
200716$539,529$113,183$18,864iApproximate average salary by contribution assumption: employee only about $471,596 at 4% or $314,397 at 6%; with 50% employer match about $314,397 at 4% or $209,598 at 6%; with 100% employer match about $235,798 at 4% or $157,199 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-6$539,529$113,183$18,864iApproximate average salary by contribution assumption: employee only about $471,596 at 4% or $314,397 at 6%; with 50% employer match about $314,397 at 4% or $209,598 at 6%; with 100% employer match about $235,798 at 4% or $157,199 at 6%.
200617$421,876$116,676$16,668iApproximate average salary by contribution assumption: employee only about $416,700 at 4% or $277,800 at 6%; with 50% employer match about $277,800 at 4% or $185,200 at 6%; with 100% employer match about $208,350 at 4% or $138,900 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-7$421,876$116,676$16,668iApproximate average salary by contribution assumption: employee only about $416,700 at 4% or $277,800 at 6%; with 50% employer match about $277,800 at 4% or $185,200 at 6%; with 100% employer match about $208,350 at 4% or $138,900 at 6%.
200517$281,335$81,172$11,596iApproximate average salary by contribution assumption: employee only about $289,900 at 4% or $193,267 at 6%; with 50% employer match about $193,267 at 4% or $128,844 at 6%; with 100% employer match about $144,950 at 4% or $96,633 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-7$281,335$81,172$11,596iApproximate average salary by contribution assumption: employee only about $289,900 at 4% or $193,267 at 6%; with 50% employer match about $193,267 at 4% or $128,844 at 6%; with 100% employer match about $144,950 at 4% or $96,633 at 6%.
200417$183,624$103,879$14,840iApproximate average salary by contribution assumption: employee only about $370,996 at 4% or $247,331 at 6%; with 50% employer match about $247,331 at 4% or $164,887 at 6%; with 100% employer match about $185,498 at 4% or $123,665 at 6%.
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-7$183,624$103,879$14,840iApproximate average salary by contribution assumption: employee only about $370,996 at 4% or $247,331 at 6%; with 50% employer match about $247,331 at 4% or $164,887 at 6%; with 100% employer match about $185,498 at 4% or $123,665 at 6%.
200317$0$0-
Wayne and Julie Scott, D.D.S., P.A. 401(K) Profit Sharing Plan-7---