Wharton Dental
Plan context: Wharton Dental Profit Sharing Plan
EIN 76-0635299 • Wharton, TX • 18 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,235,503
2024 Contributions
$23,334
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 | 1 | 5 | $1,235,503 | $23,334 | $4,667iApproximate average salary by contribution assumption: employee only about $116,670 at 4% or $77,780 at 6%; with 50% employer match about $77,780 at 4% or $51,853 at 6%; with 100% employer match about $58,335 at 4% or $38,890 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $1,235,503 | $23,334 | $4,667iApproximate average salary by contribution assumption: employee only about $116,670 at 4% or $77,780 at 6%; with 50% employer match about $77,780 at 4% or $51,853 at 6%; with 100% employer match about $58,335 at 4% or $38,890 at 6%. |
| 2023 | 1 | 5 | $1,010,936 | $41,041 | $8,208iApproximate average salary by contribution assumption: employee only about $205,205 at 4% or $136,803 at 6%; with 50% employer match about $136,803 at 4% or $91,202 at 6%; with 100% employer match about $102,603 at 4% or $68,402 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $1,010,936 | $41,041 | $8,208iApproximate average salary by contribution assumption: employee only about $205,205 at 4% or $136,803 at 6%; with 50% employer match about $136,803 at 4% or $91,202 at 6%; with 100% employer match about $102,603 at 4% or $68,402 at 6%. |
| 2022 | 1 | 5 | $788,269 | $19,910 | $3,982iApproximate average salary by contribution assumption: employee only about $99,550 at 4% or $66,367 at 6%; with 50% employer match about $66,367 at 4% or $44,244 at 6%; with 100% employer match about $49,775 at 4% or $33,183 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $788,269 | $19,910 | $3,982iApproximate average salary by contribution assumption: employee only about $99,550 at 4% or $66,367 at 6%; with 50% employer match about $66,367 at 4% or $44,244 at 6%; with 100% employer match about $49,775 at 4% or $33,183 at 6%. |
| 2021 | 1 | 5 | $1,050,495 | $29,128 | $5,826iApproximate average salary by contribution assumption: employee only about $145,640 at 4% or $97,093 at 6%; with 50% employer match about $97,093 at 4% or $64,729 at 6%; with 100% employer match about $72,820 at 4% or $48,547 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $1,050,495 | $29,128 | $5,826iApproximate average salary by contribution assumption: employee only about $145,640 at 4% or $97,093 at 6%; with 50% employer match about $97,093 at 4% or $64,729 at 6%; with 100% employer match about $72,820 at 4% or $48,547 at 6%. |
| 2020 | 1 | 4 | $839,034 | $16,226 | $4,057iApproximate average salary by contribution assumption: employee only about $101,413 at 4% or $67,608 at 6%; with 50% employer match about $67,608 at 4% or $45,072 at 6%; with 100% employer match about $50,706 at 4% or $33,804 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 4 | $839,034 | $16,226 | $4,057iApproximate average salary by contribution assumption: employee only about $101,413 at 4% or $67,608 at 6%; with 50% employer match about $67,608 at 4% or $45,072 at 6%; with 100% employer match about $50,706 at 4% or $33,804 at 6%. |
| 2019 | 1 | 4 | $711,256 | $53,095 | $13,274iApproximate average salary by contribution assumption: employee only about $331,844 at 4% or $221,229 at 6%; with 50% employer match about $221,229 at 4% or $147,486 at 6%; with 100% employer match about $165,922 at 4% or $110,615 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 4 | $711,256 | $53,095 | $13,274iApproximate average salary by contribution assumption: employee only about $331,844 at 4% or $221,229 at 6%; with 50% employer match about $221,229 at 4% or $147,486 at 6%; with 100% employer match about $165,922 at 4% or $110,615 at 6%. |
| 2018 | 1 | 4 | $514,548 | $48,575 | $12,144iApproximate average salary by contribution assumption: employee only about $303,594 at 4% or $202,396 at 6%; with 50% employer match about $202,396 at 4% or $134,931 at 6%; with 100% employer match about $151,797 at 4% or $101,198 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 4 | $514,548 | $48,575 | $12,144iApproximate average salary by contribution assumption: employee only about $303,594 at 4% or $202,396 at 6%; with 50% employer match about $202,396 at 4% or $134,931 at 6%; with 100% employer match about $151,797 at 4% or $101,198 at 6%. |
| 2017 | 1 | 5 | $539,110 | $46,681 | $9,336iApproximate average salary by contribution assumption: employee only about $233,405 at 4% or $155,603 at 6%; with 50% employer match about $155,603 at 4% or $103,736 at 6%; with 100% employer match about $116,703 at 4% or $77,802 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $539,110 | $46,681 | $9,336iApproximate average salary by contribution assumption: employee only about $233,405 at 4% or $155,603 at 6%; with 50% employer match about $155,603 at 4% or $103,736 at 6%; with 100% employer match about $116,703 at 4% or $77,802 at 6%. |
| 2016 | 1 | 6 | $413,772 | $80,915 | $13,486iApproximate average salary by contribution assumption: employee only about $337,146 at 4% or $224,764 at 6%; with 50% employer match about $224,764 at 4% or $149,843 at 6%; with 100% employer match about $168,573 at 4% or $112,382 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 6 | $413,772 | $80,915 | $13,486iApproximate average salary by contribution assumption: employee only about $337,146 at 4% or $224,764 at 6%; with 50% employer match about $224,764 at 4% or $149,843 at 6%; with 100% employer match about $168,573 at 4% or $112,382 at 6%. |
| 2015 | 1 | 5 | $313,704 | $19,760 | $3,952iApproximate average salary by contribution assumption: employee only about $98,800 at 4% or $65,867 at 6%; with 50% employer match about $65,867 at 4% or $43,911 at 6%; with 100% employer match about $49,400 at 4% or $32,933 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $313,704 | $19,760 | $3,952iApproximate average salary by contribution assumption: employee only about $98,800 at 4% or $65,867 at 6%; with 50% employer match about $65,867 at 4% or $43,911 at 6%; with 100% employer match about $49,400 at 4% or $32,933 at 6%. |
| 2013 | 1 | 5 | $401,408 | $45,110 | $9,022iApproximate average salary by contribution assumption: employee only about $225,550 at 4% or $150,367 at 6%; with 50% employer match about $150,367 at 4% or $100,244 at 6%; with 100% employer match about $112,775 at 4% or $75,183 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $401,408 | $45,110 | $9,022iApproximate average salary by contribution assumption: employee only about $225,550 at 4% or $150,367 at 6%; with 50% employer match about $150,367 at 4% or $100,244 at 6%; with 100% employer match about $112,775 at 4% or $75,183 at 6%. |
| 2012 | 1 | 5 | $287,530 | $24,821 | $4,964iApproximate average salary by contribution assumption: employee only about $124,105 at 4% or $82,737 at 6%; with 50% employer match about $82,737 at 4% or $55,158 at 6%; with 100% employer match about $62,053 at 4% or $41,368 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $287,530 | $24,821 | $4,964iApproximate average salary by contribution assumption: employee only about $124,105 at 4% or $82,737 at 6%; with 50% employer match about $82,737 at 4% or $55,158 at 6%; with 100% employer match about $62,053 at 4% or $41,368 at 6%. |
| 2011 | 1 | 5 | $233,496 | $45,256 | $9,051iApproximate average salary by contribution assumption: employee only about $226,280 at 4% or $150,853 at 6%; with 50% employer match about $150,853 at 4% or $100,569 at 6%; with 100% employer match about $113,140 at 4% or $75,427 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $233,496 | $45,256 | $9,051iApproximate average salary by contribution assumption: employee only about $226,280 at 4% or $150,853 at 6%; with 50% employer match about $150,853 at 4% or $100,569 at 6%; with 100% employer match about $113,140 at 4% or $75,427 at 6%. |
| 2010 | 1 | 5 | $197,564 | $52,802 | $10,560iApproximate average salary by contribution assumption: employee only about $264,010 at 4% or $176,007 at 6%; with 50% employer match about $176,007 at 4% or $117,338 at 6%; with 100% employer match about $132,005 at 4% or $88,003 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $197,564 | $52,802 | $10,560iApproximate average salary by contribution assumption: employee only about $264,010 at 4% or $176,007 at 6%; with 50% employer match about $176,007 at 4% or $117,338 at 6%; with 100% employer match about $132,005 at 4% or $88,003 at 6%. |
| 2009 | 1 | 5 | $144,063 | $41,430 | $8,286iApproximate average salary by contribution assumption: employee only about $207,150 at 4% or $138,100 at 6%; with 50% employer match about $138,100 at 4% or $92,067 at 6%; with 100% employer match about $103,575 at 4% or $69,050 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $144,063 | $41,430 | $8,286iApproximate average salary by contribution assumption: employee only about $207,150 at 4% or $138,100 at 6%; with 50% employer match about $138,100 at 4% or $92,067 at 6%; with 100% employer match about $103,575 at 4% or $69,050 at 6%. |
| 2008 | 1 | 5 | $80,997 | $47,751 | $9,550iApproximate average salary by contribution assumption: employee only about $238,755 at 4% or $159,170 at 6%; with 50% employer match about $159,170 at 4% or $106,113 at 6%; with 100% employer match about $119,378 at 4% or $79,585 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 5 | $80,997 | $47,751 | $9,550iApproximate average salary by contribution assumption: employee only about $238,755 at 4% or $159,170 at 6%; with 50% employer match about $159,170 at 4% or $106,113 at 6%; with 100% employer match about $119,378 at 4% or $79,585 at 6%. |
| 2007 | 1 | 6 | $66,116 | $46,752 | $7,792iApproximate average salary by contribution assumption: employee only about $194,800 at 4% or $129,867 at 6%; with 50% employer match about $129,867 at 4% or $86,578 at 6%; with 100% employer match about $97,400 at 4% or $64,933 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 6 | $66,116 | $46,752 | $7,792iApproximate average salary by contribution assumption: employee only about $194,800 at 4% or $129,867 at 6%; with 50% employer match about $129,867 at 4% or $86,578 at 6%; with 100% employer match about $97,400 at 4% or $64,933 at 6%. |
| 2006 | 1 | 6 | $17,966 | $17,880 | $2,980iApproximate average salary by contribution assumption: employee only about $74,500 at 4% or $49,667 at 6%; with 50% employer match about $49,667 at 4% or $33,111 at 6%; with 100% employer match about $37,250 at 4% or $24,833 at 6%. |
| Wharton Dental Profit Sharing Plan | - | 6 | $17,966 | $17,880 | $2,980iApproximate average salary by contribution assumption: employee only about $74,500 at 4% or $49,667 at 6%; with 50% employer match about $49,667 at 4% or $33,111 at 6%; with 100% employer match about $37,250 at 4% or $24,833 at 6%. |