Dana E. Caledonia, D.D.S. Inc.
Plan context: Dana E. Caledonia, D.D.S. Cash Balance Plan
EIN 76-0000139 • Houston, TX • 36 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$3,887,907
2024 Contributions
$53,940
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 0 | $0 | $0 | - |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 10 | $3,887,907 | $53,940 | $5,394iApproximate average salary by contribution assumption: employee only about $134,850 at 4% or $89,900 at 6%; with 50% employer match about $89,900 at 4% or $59,933 at 6%; with 100% employer match about $67,425 at 4% or $44,950 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 9 | $2,752,561 | $0 | - |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 10 | $1,135,346 | $53,940 | $5,394iApproximate average salary by contribution assumption: employee only about $134,850 at 4% or $89,900 at 6%; with 50% employer match about $89,900 at 4% or $59,933 at 6%; with 100% employer match about $67,425 at 4% or $44,950 at 6%. |
| 2022 | 2 | 10 | $3,347,966 | $361,233 | $36,123iApproximate average salary by contribution assumption: employee only about $903,083 at 4% or $602,055 at 6%; with 50% employer match about $602,055 at 4% or $401,370 at 6%; with 100% employer match about $451,541 at 4% or $301,028 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 7 | $2,412,402 | $288,486 | $41,212iApproximate average salary by contribution assumption: employee only about $1,030,307 at 4% or $686,871 at 6%; with 50% employer match about $686,871 at 4% or $457,914 at 6%; with 100% employer match about $515,154 at 4% or $343,436 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 10 | $935,564 | $72,747 | $7,275iApproximate average salary by contribution assumption: employee only about $181,868 at 4% or $121,245 at 6%; with 50% employer match about $121,245 at 4% or $80,830 at 6%; with 100% employer match about $90,934 at 4% or $60,623 at 6%. |
| 2021 | 2 | 9 | $3,642,032 | $219,292 | $24,366iApproximate average salary by contribution assumption: employee only about $609,144 at 4% or $406,096 at 6%; with 50% employer match about $406,096 at 4% or $270,731 at 6%; with 100% employer match about $304,572 at 4% or $203,048 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 7 | $2,580,644 | $150,000 | $21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 9 | $1,061,388 | $69,292 | $7,699iApproximate average salary by contribution assumption: employee only about $192,478 at 4% or $128,319 at 6%; with 50% employer match about $128,319 at 4% or $85,546 at 6%; with 100% employer match about $96,239 at 4% or $64,159 at 6%. |
| 2020 | 2 | 8 | $2,974,344 | $249,286 | $31,161iApproximate average salary by contribution assumption: employee only about $779,019 at 4% or $519,346 at 6%; with 50% employer match about $519,346 at 4% or $346,231 at 6%; with 100% employer match about $389,509 at 4% or $259,673 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 7 | $2,119,435 | $190,000 | $27,143iApproximate average salary by contribution assumption: employee only about $678,571 at 4% or $452,381 at 6%; with 50% employer match about $452,381 at 4% or $301,587 at 6%; with 100% employer match about $339,286 at 4% or $226,190 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 8 | $854,909 | $59,286 | $7,411iApproximate average salary by contribution assumption: employee only about $185,269 at 4% or $123,513 at 6%; with 50% employer match about $123,513 at 4% or $82,342 at 6%; with 100% employer match about $92,634 at 4% or $61,756 at 6%. |
| 2019 | 2 | 6 | $2,319,691 | $296,973 | $49,496iApproximate average salary by contribution assumption: employee only about $1,237,388 at 4% or $824,925 at 6%; with 50% employer match about $824,925 at 4% or $549,950 at 6%; with 100% employer match about $618,694 at 4% or $412,463 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 5 | $1,634,334 | $240,000 | $48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 6 | $685,357 | $56,973 | $9,496iApproximate average salary by contribution assumption: employee only about $237,388 at 4% or $158,258 at 6%; with 50% employer match about $158,258 at 4% or $105,506 at 6%; with 100% employer match about $118,694 at 4% or $79,129 at 6%. |
| 2018 | 2 | 6 | $1,677,719 | $351,707 | $58,618iApproximate average salary by contribution assumption: employee only about $1,465,446 at 4% or $976,964 at 6%; with 50% employer match about $976,964 at 4% or $651,309 at 6%; with 100% employer match about $732,723 at 4% or $488,482 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 5 | $1,158,352 | $278,850 | $55,770iApproximate average salary by contribution assumption: employee only about $1,394,250 at 4% or $929,500 at 6%; with 50% employer match about $929,500 at 4% or $619,667 at 6%; with 100% employer match about $697,125 at 4% or $464,750 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 6 | $519,367 | $72,857 | $12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,920 at 6%; with 100% employer match about $151,785 at 4% or $101,190 at 6%. |
| 2017 | 2 | 7 | $1,470,107 | $343,256 | $49,037iApproximate average salary by contribution assumption: employee only about $1,225,914 at 4% or $817,276 at 6%; with 50% employer match about $817,276 at 4% or $544,851 at 6%; with 100% employer match about $612,957 at 4% or $408,638 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 6 | $977,837 | $291,854 | $48,642iApproximate average salary by contribution assumption: employee only about $1,216,058 at 4% or $810,706 at 6%; with 50% employer match about $810,706 at 4% or $540,470 at 6%; with 100% employer match about $608,029 at 4% or $405,353 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 7 | $492,270 | $51,402 | $7,343iApproximate average salary by contribution assumption: employee only about $183,579 at 4% or $122,386 at 6%; with 50% employer match about $122,386 at 4% or $81,590 at 6%; with 100% employer match about $91,789 at 4% or $61,193 at 6%. |
| 2016 | 2 | 5 | $942,941 | $338,664 | $67,733iApproximate average salary by contribution assumption: employee only about $1,693,320 at 4% or $1,128,880 at 6%; with 50% employer match about $1,128,880 at 4% or $752,587 at 6%; with 100% employer match about $846,660 at 4% or $564,440 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 4 | $570,224 | $290,376 | $72,594iApproximate average salary by contribution assumption: employee only about $1,814,850 at 4% or $1,209,900 at 6%; with 50% employer match about $1,209,900 at 4% or $806,600 at 6%; with 100% employer match about $907,425 at 4% or $604,950 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 5 | $372,717 | $48,288 | $9,658iApproximate average salary by contribution assumption: employee only about $241,440 at 4% or $160,960 at 6%; with 50% employer match about $160,960 at 4% or $107,307 at 6%; with 100% employer match about $120,720 at 4% or $80,480 at 6%. |
| 2015 | 2 | 6 | $876,477 | $332,082 | $55,347iApproximate average salary by contribution assumption: employee only about $1,383,675 at 4% or $922,450 at 6%; with 50% employer match about $922,450 at 4% or $614,967 at 6%; with 100% employer match about $691,838 at 4% or $461,225 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 6 | $620,361 | $68,189 | $11,365iApproximate average salary by contribution assumption: employee only about $284,121 at 4% or $189,414 at 6%; with 50% employer match about $189,414 at 4% or $126,276 at 6%; with 100% employer match about $142,060 at 4% or $94,707 at 6%. |
| Dana E. Caledonia, D.D.S. Cash Balance Plan | - | 2 | $256,116 | $263,893 | $131,947iApproximate average salary by contribution assumption: employee only about $3,298,663 at 4% or $2,199,108 at 6%; with 50% employer match about $2,199,108 at 4% or $1,466,072 at 6%; with 100% employer match about $1,649,331 at 4% or $1,099,554 at 6%. |
| 2014 | 1 | 5 | $580,947 | $82,006 | $16,401iApproximate average salary by contribution assumption: employee only about $410,030 at 4% or $273,353 at 6%; with 50% employer match about $273,353 at 4% or $182,236 at 6%; with 100% employer match about $205,015 at 4% or $136,677 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 5 | $580,947 | $82,006 | $16,401iApproximate average salary by contribution assumption: employee only about $410,030 at 4% or $273,353 at 6%; with 50% employer match about $273,353 at 4% or $182,236 at 6%; with 100% employer match about $205,015 at 4% or $136,677 at 6%. |
| 2013 | 1 | 5 | $539,245 | $86,493 | $17,299iApproximate average salary by contribution assumption: employee only about $432,465 at 4% or $288,310 at 6%; with 50% employer match about $288,310 at 4% or $192,207 at 6%; with 100% employer match about $216,232 at 4% or $144,155 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 5 | $539,245 | $86,493 | $17,299iApproximate average salary by contribution assumption: employee only about $432,465 at 4% or $288,310 at 6%; with 50% employer match about $288,310 at 4% or $192,207 at 6%; with 100% employer match about $216,232 at 4% or $144,155 at 6%. |
| 2012 | 1 | 5 | $373,115 | $84,885 | $16,977iApproximate average salary by contribution assumption: employee only about $424,425 at 4% or $282,950 at 6%; with 50% employer match about $282,950 at 4% or $188,633 at 6%; with 100% employer match about $212,213 at 4% or $141,475 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 5 | $373,115 | $84,885 | $16,977iApproximate average salary by contribution assumption: employee only about $424,425 at 4% or $282,950 at 6%; with 50% employer match about $282,950 at 4% or $188,633 at 6%; with 100% employer match about $212,213 at 4% or $141,475 at 6%. |
| 2011 | 1 | 5 | $249,066 | $83,135 | $16,627iApproximate average salary by contribution assumption: employee only about $415,675 at 4% or $277,117 at 6%; with 50% employer match about $277,117 at 4% or $184,744 at 6%; with 100% employer match about $207,838 at 4% or $138,558 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 5 | $249,066 | $83,135 | $16,627iApproximate average salary by contribution assumption: employee only about $415,675 at 4% or $277,117 at 6%; with 50% employer match about $277,117 at 4% or $184,744 at 6%; with 100% employer match about $207,838 at 4% or $138,558 at 6%. |
| 2010 | 1 | 5 | $1,294,962 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 5 | $1,294,962 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2009 | 1 | 5 | $1,168,115 | $83,653 | $16,731iApproximate average salary by contribution assumption: employee only about $418,265 at 4% or $278,843 at 6%; with 50% employer match about $278,843 at 4% or $185,896 at 6%; with 100% employer match about $209,132 at 4% or $139,422 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 5 | $1,168,115 | $83,653 | $16,731iApproximate average salary by contribution assumption: employee only about $418,265 at 4% or $278,843 at 6%; with 50% employer match about $278,843 at 4% or $185,896 at 6%; with 100% employer match about $209,132 at 4% or $139,422 at 6%. |
| 2008 | 1 | 5 | $879,194 | $78,860 | $15,772iApproximate average salary by contribution assumption: employee only about $394,300 at 4% or $262,867 at 6%; with 50% employer match about $262,867 at 4% or $175,244 at 6%; with 100% employer match about $197,150 at 4% or $131,433 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 5 | $879,194 | $78,860 | $15,772iApproximate average salary by contribution assumption: employee only about $394,300 at 4% or $262,867 at 6%; with 50% employer match about $262,867 at 4% or $175,244 at 6%; with 100% employer match about $197,150 at 4% or $131,433 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $1,039,702 | $49,178 | $24,589iApproximate average salary by contribution assumption: employee only about $614,725 at 4% or $409,817 at 6%; with 50% employer match about $409,817 at 4% or $273,211 at 6%; with 100% employer match about $307,363 at 4% or $204,908 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 2 | $1,039,702 | $49,178 | $24,589iApproximate average salary by contribution assumption: employee only about $614,725 at 4% or $409,817 at 6%; with 50% employer match about $409,817 at 4% or $273,211 at 6%; with 100% employer match about $307,363 at 4% or $204,908 at 6%. |
| 2005 | 1 | 2 | $882,813 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 2 | $882,813 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| 2004 | 1 | 2 | $853,402 | $60,715 | $30,358iApproximate average salary by contribution assumption: employee only about $758,938 at 4% or $505,958 at 6%; with 50% employer match about $505,958 at 4% or $337,306 at 6%; with 100% employer match about $379,469 at 4% or $252,979 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 2 | $853,402 | $60,715 | $30,358iApproximate average salary by contribution assumption: employee only about $758,938 at 4% or $505,958 at 6%; with 50% employer match about $505,958 at 4% or $337,306 at 6%; with 100% employer match about $379,469 at 4% or $252,979 at 6%. |
| 2003 | 1 | 4 | $755,589 | $60,627 | $15,157iApproximate average salary by contribution assumption: employee only about $378,919 at 4% or $252,613 at 6%; with 50% employer match about $252,613 at 4% or $168,408 at 6%; with 100% employer match about $189,459 at 4% or $126,306 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 4 | $755,589 | $60,627 | $15,157iApproximate average salary by contribution assumption: employee only about $378,919 at 4% or $252,613 at 6%; with 50% employer match about $252,613 at 4% or $168,408 at 6%; with 100% employer match about $189,459 at 4% or $126,306 at 6%. |
| 2002 | 1 | 4 | $565,415 | $44,242 | $11,061iApproximate average salary by contribution assumption: employee only about $276,513 at 4% or $184,342 at 6%; with 50% employer match about $184,342 at 4% or $122,894 at 6%; with 100% employer match about $138,256 at 4% or $92,171 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 4 | $565,415 | $44,242 | $11,061iApproximate average salary by contribution assumption: employee only about $276,513 at 4% or $184,342 at 6%; with 50% employer match about $184,342 at 4% or $122,894 at 6%; with 100% employer match about $138,256 at 4% or $92,171 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $651,958 | $40,516 | $10,129iApproximate average salary by contribution assumption: employee only about $253,225 at 4% or $168,817 at 6%; with 50% employer match about $168,817 at 4% or $112,544 at 6%; with 100% employer match about $126,613 at 4% or $84,408 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 4 | $651,958 | $40,516 | $10,129iApproximate average salary by contribution assumption: employee only about $253,225 at 4% or $168,817 at 6%; with 50% employer match about $168,817 at 4% or $112,544 at 6%; with 100% employer match about $126,613 at 4% or $84,408 at 6%. |
| 1999 | 1 | 4 | $641,739 | $35,649 | $8,912iApproximate average salary by contribution assumption: employee only about $222,806 at 4% or $148,538 at 6%; with 50% employer match about $148,538 at 4% or $99,025 at 6%; with 100% employer match about $111,403 at 4% or $74,269 at 6%. |
| Dana E. Caledonia, D.D.S. Inc. Profit Sharing Plan | - | 4 | $641,739 | $35,649 | $8,912iApproximate average salary by contribution assumption: employee only about $222,806 at 4% or $148,538 at 6%; with 50% employer match about $148,538 at 4% or $99,025 at 6%; with 100% employer match about $111,403 at 4% or $74,269 at 6%. |