Civic Intelligence

Kelley J. Wimmer, D.D.S., P.A.

Plan context: Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust

EIN 75-2962868 • Lindsay, TX • 20 filings • 1 plans

P.O. Box 187Lindsay, TX 76250
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,280,460

2024 Contributions

$129,264

Historical Graphs

Total Assets Over Time

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

$2,280,460$1,140,230$0200520152024YearValue
$2,280,460Latest year 2024

Participants Over Time

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

840200520152024YearValue
8Latest 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
202418$2,280,460$129,264$16,158iApproximate average salary by contribution assumption: employee only about $403,950 at 4% or $269,300 at 6%; with 50% employer match about $269,300 at 4% or $179,533 at 6%; with 100% employer match about $201,975 at 4% or $134,650 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-8$2,280,460$129,264$16,158iApproximate average salary by contribution assumption: employee only about $403,950 at 4% or $269,300 at 6%; with 50% employer match about $269,300 at 4% or $179,533 at 6%; with 100% employer match about $201,975 at 4% or $134,650 at 6%.
202317$2,067,779$122,302$17,472iApproximate average salary by contribution assumption: employee only about $436,793 at 4% or $291,195 at 6%; with 50% employer match about $291,195 at 4% or $194,130 at 6%; with 100% employer match about $218,396 at 4% or $145,598 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-7$2,067,779$122,302$17,472iApproximate average salary by contribution assumption: employee only about $436,793 at 4% or $291,195 at 6%; with 50% employer match about $291,195 at 4% or $194,130 at 6%; with 100% employer match about $218,396 at 4% or $145,598 at 6%.
202216$1,726,261$83,931$13,989iApproximate average salary by contribution assumption: employee only about $349,713 at 4% or $233,142 at 6%; with 50% employer match about $233,142 at 4% or $155,428 at 6%; with 100% employer match about $174,856 at 4% or $116,571 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-6$1,726,261$83,931$13,989iApproximate average salary by contribution assumption: employee only about $349,713 at 4% or $233,142 at 6%; with 50% employer match about $233,142 at 4% or $155,428 at 6%; with 100% employer match about $174,856 at 4% or $116,571 at 6%.
202116$1,893,557$82,919$13,820iApproximate average salary by contribution assumption: employee only about $345,496 at 4% or $230,331 at 6%; with 50% employer match about $230,331 at 4% or $153,554 at 6%; with 100% employer match about $172,748 at 4% or $115,165 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-6$1,893,557$82,919$13,820iApproximate average salary by contribution assumption: employee only about $345,496 at 4% or $230,331 at 6%; with 50% employer match about $230,331 at 4% or $153,554 at 6%; with 100% employer match about $172,748 at 4% or $115,165 at 6%.
202015$1,608,535$81,194$16,239iApproximate average salary by contribution assumption: employee only about $405,970 at 4% or $270,647 at 6%; with 50% employer match about $270,647 at 4% or $180,431 at 6%; with 100% employer match about $202,985 at 4% or $135,323 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$1,608,535$81,194$16,239iApproximate average salary by contribution assumption: employee only about $405,970 at 4% or $270,647 at 6%; with 50% employer match about $270,647 at 4% or $180,431 at 6%; with 100% employer match about $202,985 at 4% or $135,323 at 6%.
201915$1,365,174$80,919$16,184iApproximate average salary by contribution assumption: employee only about $404,595 at 4% or $269,730 at 6%; with 50% employer match about $269,730 at 4% or $179,820 at 6%; with 100% employer match about $202,298 at 4% or $134,865 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$1,365,174$80,919$16,184iApproximate average salary by contribution assumption: employee only about $404,595 at 4% or $269,730 at 6%; with 50% employer match about $269,730 at 4% or $179,820 at 6%; with 100% employer match about $202,298 at 4% or $134,865 at 6%.
201815$1,125,234$78,991$15,798iApproximate average salary by contribution assumption: employee only about $394,955 at 4% or $263,303 at 6%; with 50% employer match about $263,303 at 4% or $175,536 at 6%; with 100% employer match about $197,478 at 4% or $131,652 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$1,125,234$78,991$15,798iApproximate average salary by contribution assumption: employee only about $394,955 at 4% or $263,303 at 6%; with 50% employer match about $263,303 at 4% or $175,536 at 6%; with 100% employer match about $197,478 at 4% or $131,652 at 6%.
201715$1,115,481$78,115$15,623iApproximate average salary by contribution assumption: employee only about $390,575 at 4% or $260,383 at 6%; with 50% employer match about $260,383 at 4% or $173,589 at 6%; with 100% employer match about $195,288 at 4% or $130,192 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$1,115,481$78,115$15,623iApproximate average salary by contribution assumption: employee only about $390,575 at 4% or $260,383 at 6%; with 50% employer match about $260,383 at 4% or $173,589 at 6%; with 100% employer match about $195,288 at 4% or $130,192 at 6%.
201615$953,792$75,884$15,177iApproximate average salary by contribution assumption: employee only about $379,420 at 4% or $252,947 at 6%; with 50% employer match about $252,947 at 4% or $168,631 at 6%; with 100% employer match about $189,710 at 4% or $126,473 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$953,792$75,884$15,177iApproximate average salary by contribution assumption: employee only about $379,420 at 4% or $252,947 at 6%; with 50% employer match about $252,947 at 4% or $168,631 at 6%; with 100% employer match about $189,710 at 4% or $126,473 at 6%.
201515$821,247$77,329$15,466iApproximate average salary by contribution assumption: employee only about $386,645 at 4% or $257,763 at 6%; with 50% employer match about $257,763 at 4% or $171,842 at 6%; with 100% employer match about $193,323 at 4% or $128,882 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$821,247$77,329$15,466iApproximate average salary by contribution assumption: employee only about $386,645 at 4% or $257,763 at 6%; with 50% employer match about $257,763 at 4% or $171,842 at 6%; with 100% employer match about $193,323 at 4% or $128,882 at 6%.
201415$779,974$84,719$16,944iApproximate average salary by contribution assumption: employee only about $423,595 at 4% or $282,397 at 6%; with 50% employer match about $282,397 at 4% or $188,264 at 6%; with 100% employer match about $211,798 at 4% or $141,198 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$779,974$84,719$16,944iApproximate average salary by contribution assumption: employee only about $423,595 at 4% or $282,397 at 6%; with 50% employer match about $282,397 at 4% or $188,264 at 6%; with 100% employer match about $211,798 at 4% or $141,198 at 6%.
201315$676,551$83,038$16,608iApproximate average salary by contribution assumption: employee only about $415,190 at 4% or $276,793 at 6%; with 50% employer match about $276,793 at 4% or $184,529 at 6%; with 100% employer match about $207,595 at 4% or $138,397 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$676,551$83,038$16,608iApproximate average salary by contribution assumption: employee only about $415,190 at 4% or $276,793 at 6%; with 50% employer match about $276,793 at 4% or $184,529 at 6%; with 100% employer match about $207,595 at 4% or $138,397 at 6%.
201215$542,381$71,653$14,331iApproximate average salary by contribution assumption: employee only about $358,265 at 4% or $238,843 at 6%; with 50% employer match about $238,843 at 4% or $159,229 at 6%; with 100% employer match about $179,133 at 4% or $119,422 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$542,381$71,653$14,331iApproximate average salary by contribution assumption: employee only about $358,265 at 4% or $238,843 at 6%; with 50% employer match about $238,843 at 4% or $159,229 at 6%; with 100% employer match about $179,133 at 4% or $119,422 at 6%.
201115$426,454$72,715$14,543iApproximate average salary by contribution assumption: employee only about $363,575 at 4% or $242,383 at 6%; with 50% employer match about $242,383 at 4% or $161,589 at 6%; with 100% employer match about $181,788 at 4% or $121,192 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$426,454$72,715$14,543iApproximate average salary by contribution assumption: employee only about $363,575 at 4% or $242,383 at 6%; with 50% employer match about $242,383 at 4% or $161,589 at 6%; with 100% employer match about $181,788 at 4% or $121,192 at 6%.
201015$355,193$69,521$13,904iApproximate average salary by contribution assumption: employee only about $347,605 at 4% or $231,737 at 6%; with 50% employer match about $231,737 at 4% or $154,491 at 6%; with 100% employer match about $173,803 at 4% or $115,868 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$355,193$69,521$13,904iApproximate average salary by contribution assumption: employee only about $347,605 at 4% or $231,737 at 6%; with 50% employer match about $231,737 at 4% or $154,491 at 6%; with 100% employer match about $173,803 at 4% or $115,868 at 6%.
200915$257,438$68,986$13,797iApproximate average salary by contribution assumption: employee only about $344,930 at 4% or $229,953 at 6%; with 50% employer match about $229,953 at 4% or $153,302 at 6%; with 100% employer match about $172,465 at 4% or $114,977 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$257,438$68,986$13,797iApproximate average salary by contribution assumption: employee only about $344,930 at 4% or $229,953 at 6%; with 50% employer match about $229,953 at 4% or $153,302 at 6%; with 100% employer match about $172,465 at 4% or $114,977 at 6%.
200815$161,663$65,112$13,022iApproximate average salary by contribution assumption: employee only about $325,560 at 4% or $217,040 at 6%; with 50% employer match about $217,040 at 4% or $144,693 at 6%; with 100% employer match about $162,780 at 4% or $108,520 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$161,663$65,112$13,022iApproximate average salary by contribution assumption: employee only about $325,560 at 4% or $217,040 at 6%; with 50% employer match about $217,040 at 4% or $144,693 at 6%; with 100% employer match about $162,780 at 4% or $108,520 at 6%.
200715$175,373$60,511$12,102iApproximate average salary by contribution assumption: employee only about $302,555 at 4% or $201,703 at 6%; with 50% employer match about $201,703 at 4% or $134,469 at 6%; with 100% employer match about $151,278 at 4% or $100,852 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$175,373$60,511$12,102iApproximate average salary by contribution assumption: employee only about $302,555 at 4% or $201,703 at 6%; with 50% employer match about $201,703 at 4% or $134,469 at 6%; with 100% employer match about $151,278 at 4% or $100,852 at 6%.
200614$115,875$57,603$14,401iApproximate average salary by contribution assumption: employee only about $360,019 at 4% or $240,013 at 6%; with 50% employer match about $240,013 at 4% or $160,008 at 6%; with 100% employer match about $180,009 at 4% or $120,006 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-4$115,875$57,603$14,401iApproximate average salary by contribution assumption: employee only about $360,019 at 4% or $240,013 at 6%; with 50% employer match about $240,013 at 4% or $160,008 at 6%; with 100% employer match about $180,009 at 4% or $120,006 at 6%.
200515$53,231$52,740$10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%.
Kelley J. Wimmer, D.D.S., P.A. Retirement Plan & Trust-5$53,231$52,740$10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%.