Civic Intelligence

Dennis Raymond, M.D., P.A.

Plan context: Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan

EIN 76-0261277 • Dallas, TX • 21 filings • 8 plans

5485 Beltline Rd #160Dallas, TX 75254
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,094,739

2024 Contributions

$130,731

Historical Graphs

Total Assets Over Time

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

$3,094,739$1,547,370$0200520162024YearValue
$3,094,739Latest year 2024

Participants Over Time

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

320200520152024YearValue
3Latest 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
202413$3,094,739$130,731$43,577iApproximate average salary by contribution assumption: employee only about $1,089,425 at 4% or $726,283 at 6%; with 50% employer match about $726,283 at 4% or $484,189 at 6%; with 100% employer match about $544,713 at 4% or $363,142 at 6%.
Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan-3$3,094,739$130,731$43,577iApproximate average salary by contribution assumption: employee only about $1,089,425 at 4% or $726,283 at 6%; with 50% employer match about $726,283 at 4% or $484,189 at 6%; with 100% employer match about $544,713 at 4% or $363,142 at 6%.
202313$2,593,554$131,837$43,946iApproximate average salary by contribution assumption: employee only about $1,098,642 at 4% or $732,428 at 6%; with 50% employer match about $732,428 at 4% or $488,285 at 6%; with 100% employer match about $549,321 at 4% or $366,214 at 6%.
Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan-3$2,593,554$131,837$43,946iApproximate average salary by contribution assumption: employee only about $1,098,642 at 4% or $732,428 at 6%; with 50% employer match about $732,428 at 4% or $488,285 at 6%; with 100% employer match about $549,321 at 4% or $366,214 at 6%.
202213$2,259,650$112,918$37,639iApproximate average salary by contribution assumption: employee only about $940,983 at 4% or $627,322 at 6%; with 50% employer match about $627,322 at 4% or $418,215 at 6%; with 100% employer match about $470,492 at 4% or $313,661 at 6%.
Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan-3$2,259,650$112,918$37,639iApproximate average salary by contribution assumption: employee only about $940,983 at 4% or $627,322 at 6%; with 50% employer match about $627,322 at 4% or $418,215 at 6%; with 100% employer match about $470,492 at 4% or $313,661 at 6%.
202113$2,584,074$111,852$37,284iApproximate average salary by contribution assumption: employee only about $932,100 at 4% or $621,400 at 6%; with 50% employer match about $621,400 at 4% or $414,267 at 6%; with 100% employer match about $466,050 at 4% or $310,700 at 6%.
Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan-3$2,584,074$111,852$37,284iApproximate average salary by contribution assumption: employee only about $932,100 at 4% or $621,400 at 6%; with 50% employer match about $621,400 at 4% or $414,267 at 6%; with 100% employer match about $466,050 at 4% or $310,700 at 6%.
202013$2,221,739$101,032$33,677iApproximate average salary by contribution assumption: employee only about $841,933 at 4% or $561,289 at 6%; with 50% employer match about $561,289 at 4% or $374,193 at 6%; with 100% employer match about $420,967 at 4% or $280,644 at 6%.
Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan-3$2,221,739$101,032$33,677iApproximate average salary by contribution assumption: employee only about $841,933 at 4% or $561,289 at 6%; with 50% employer match about $561,289 at 4% or $374,193 at 6%; with 100% employer match about $420,967 at 4% or $280,644 at 6%.
201913$1,931,260$111,589$37,196iApproximate average salary by contribution assumption: employee only about $929,908 at 4% or $619,939 at 6%; with 50% employer match about $619,939 at 4% or $413,293 at 6%; with 100% employer match about $464,954 at 4% or $309,969 at 6%.
Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan-3$1,931,260$111,589$37,196iApproximate average salary by contribution assumption: employee only about $929,908 at 4% or $619,939 at 6%; with 50% employer match about $619,939 at 4% or $413,293 at 6%; with 100% employer match about $464,954 at 4% or $309,969 at 6%.
201813$1,635,683$63,114$21,038iApproximate average salary by contribution assumption: employee only about $525,950 at 4% or $350,633 at 6%; with 50% employer match about $350,633 at 4% or $233,756 at 6%; with 100% employer match about $262,975 at 4% or $175,317 at 6%.
Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan-3$1,635,683$63,114$21,038iApproximate average salary by contribution assumption: employee only about $525,950 at 4% or $350,633 at 6%; with 50% employer match about $350,633 at 4% or $233,756 at 6%; with 100% employer match about $262,975 at 4% or $175,317 at 6%.
201712$574,443$44,663$22,332iApproximate average salary by contribution assumption: employee only about $558,288 at 4% or $372,192 at 6%; with 50% employer match about $372,192 at 4% or $248,128 at 6%; with 100% employer match about $279,144 at 4% or $186,096 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2$574,443$44,663$22,332iApproximate average salary by contribution assumption: employee only about $558,288 at 4% or $372,192 at 6%; with 50% employer match about $372,192 at 4% or $248,128 at 6%; with 100% employer match about $279,144 at 4% or $186,096 at 6%.
201612$502,791$53,935$26,968iApproximate average salary by contribution assumption: employee only about $674,188 at 4% or $449,458 at 6%; with 50% employer match about $449,458 at 4% or $299,639 at 6%; with 100% employer match about $337,094 at 4% or $224,729 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2$502,791$53,935$26,968iApproximate average salary by contribution assumption: employee only about $674,188 at 4% or $449,458 at 6%; with 50% employer match about $449,458 at 4% or $299,639 at 6%; with 100% employer match about $337,094 at 4% or $224,729 at 6%.
201512$460,153$44,856$22,428iApproximate average salary by contribution assumption: employee only about $560,700 at 4% or $373,800 at 6%; with 50% employer match about $373,800 at 4% or $249,200 at 6%; with 100% employer match about $280,350 at 4% or $186,900 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2$460,153$44,856$22,428iApproximate average salary by contribution assumption: employee only about $560,700 at 4% or $373,800 at 6%; with 50% employer match about $373,800 at 4% or $249,200 at 6%; with 100% employer match about $280,350 at 4% or $186,900 at 6%.
201411$431,276$41,712$41,712iApproximate average salary by contribution assumption: employee only about $1,042,800 at 4% or $695,200 at 6%; with 50% employer match about $695,200 at 4% or $463,467 at 6%; with 100% employer match about $521,400 at 4% or $347,600 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-1$431,276$41,712$41,712iApproximate average salary by contribution assumption: employee only about $1,042,800 at 4% or $695,200 at 6%; with 50% employer match about $695,200 at 4% or $463,467 at 6%; with 100% employer match about $521,400 at 4% or $347,600 at 6%.
201311$385,290$0-
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-1$385,290--
201211$360,791$29,347$29,347iApproximate average salary by contribution assumption: employee only about $733,675 at 4% or $489,117 at 6%; with 50% employer match about $489,117 at 4% or $326,078 at 6%; with 100% employer match about $366,838 at 4% or $244,558 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-1$360,791$29,347$29,347iApproximate average salary by contribution assumption: employee only about $733,675 at 4% or $489,117 at 6%; with 50% employer match about $489,117 at 4% or $326,078 at 6%; with 100% employer match about $366,838 at 4% or $244,558 at 6%.
201112$302,786$48,964$24,482iApproximate average salary by contribution assumption: employee only about $612,050 at 4% or $408,033 at 6%; with 50% employer match about $408,033 at 4% or $272,022 at 6%; with 100% employer match about $306,025 at 4% or $204,017 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2$302,786$48,964$24,482iApproximate average salary by contribution assumption: employee only about $612,050 at 4% or $408,033 at 6%; with 50% employer match about $408,033 at 4% or $272,022 at 6%; with 100% employer match about $306,025 at 4% or $204,017 at 6%.
201012$259,576$56,433$28,217iApproximate average salary by contribution assumption: employee only about $705,413 at 4% or $470,275 at 6%; with 50% employer match about $470,275 at 4% or $313,517 at 6%; with 100% employer match about $352,706 at 4% or $235,138 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2$259,576$56,433$28,217iApproximate average salary by contribution assumption: employee only about $705,413 at 4% or $470,275 at 6%; with 50% employer match about $470,275 at 4% or $313,517 at 6%; with 100% employer match about $352,706 at 4% or $235,138 at 6%.
200912$0$0-
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2---
200812$100,871$1,463$732iApproximate average salary by contribution assumption: employee only about $18,288 at 4% or $12,192 at 6%; with 50% employer match about $12,192 at 4% or $8,128 at 6%; with 100% employer match about $9,144 at 4% or $6,096 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2$100,871$1,463$732iApproximate average salary by contribution assumption: employee only about $18,288 at 4% or $12,192 at 6%; with 50% employer match about $12,192 at 4% or $8,128 at 6%; with 100% employer match about $9,144 at 4% or $6,096 at 6%.
200712$0$0-
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2---
200622$139,032$138,108$69,054iApproximate average salary by contribution assumption: employee only about $1,726,350 at 4% or $1,150,900 at 6%; with 50% employer match about $1,150,900 at 4% or $767,267 at 6%; with 100% employer match about $863,175 at 4% or $575,450 at 6%.
Raymond and Shogren, M.D., P.A.S 401(K) Profit Sharing Plan-2$139,032$138,108$69,054iApproximate average salary by contribution assumption: employee only about $1,726,350 at 4% or $1,150,900 at 6%; with 50% employer match about $1,150,900 at 4% or $767,267 at 6%; with 100% employer match about $863,175 at 4% or $575,450 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-0---
200512$172,197$78,219$39,110iApproximate average salary by contribution assumption: employee only about $977,738 at 4% or $651,825 at 6%; with 50% employer match about $651,825 at 4% or $434,550 at 6%; with 100% employer match about $488,869 at 4% or $325,913 at 6%.
Raymond and Shogren, P.A. S 401(K) Profit Sharing Plan & Trust-2$172,197$78,219$39,110iApproximate average salary by contribution assumption: employee only about $977,738 at 4% or $651,825 at 6%; with 50% employer match about $651,825 at 4% or $434,550 at 6%; with 100% employer match about $488,869 at 4% or $325,913 at 6%.