Civic Intelligence

Giol & Jaffe LLC

Plan context: Regency Dental of Stuart 401K Trust

EIN 76-0706979 • Stuart, FL • 21 filings • 2 plans

2474 S. Federal HighwayStuart, FL 34994
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,125,587

2024 Contributions

$39,260

Historical Graphs

Total Assets Over Time

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

$2,125,587$1,062,794$0200320152024YearValue
$2,125,587Latest year 2024

Participants Over Time

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

1580200320142024YearValue
5Latest 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
202415$2,125,587$39,260$7,852iApproximate average salary by contribution assumption: employee only about $196,300 at 4% or $130,867 at 6%; with 50% employer match about $130,867 at 4% or $87,244 at 6%; with 100% employer match about $98,150 at 4% or $65,433 at 6%.
Regency Dental of Stuart 401K Trust-5$2,125,587$39,260$7,852iApproximate average salary by contribution assumption: employee only about $196,300 at 4% or $130,867 at 6%; with 50% employer match about $130,867 at 4% or $87,244 at 6%; with 100% employer match about $98,150 at 4% or $65,433 at 6%.
202315$1,916,781$40,980$8,196iApproximate average salary by contribution assumption: employee only about $204,900 at 4% or $136,600 at 6%; with 50% employer match about $136,600 at 4% or $91,067 at 6%; with 100% employer match about $102,450 at 4% or $68,300 at 6%.
Regency Dental of Stuart 401K Trust-5$1,916,781$40,980$8,196iApproximate average salary by contribution assumption: employee only about $204,900 at 4% or $136,600 at 6%; with 50% employer match about $136,600 at 4% or $91,067 at 6%; with 100% employer match about $102,450 at 4% or $68,300 at 6%.
202215$1,676,474$37,903$7,581iApproximate average salary by contribution assumption: employee only about $189,515 at 4% or $126,343 at 6%; with 50% employer match about $126,343 at 4% or $84,229 at 6%; with 100% employer match about $94,758 at 4% or $63,172 at 6%.
Regency Dental of Stuart 401K Trust-5$1,676,474$37,903$7,581iApproximate average salary by contribution assumption: employee only about $189,515 at 4% or $126,343 at 6%; with 50% employer match about $126,343 at 4% or $84,229 at 6%; with 100% employer match about $94,758 at 4% or $63,172 at 6%.
202118$2,095,859$39,623$4,953iApproximate average salary by contribution assumption: employee only about $123,822 at 4% or $82,548 at 6%; with 50% employer match about $82,548 at 4% or $55,032 at 6%; with 100% employer match about $61,911 at 4% or $41,274 at 6%.
Regency Dental of Stuart 401K Trust-8$2,095,859$39,623$4,953iApproximate average salary by contribution assumption: employee only about $123,822 at 4% or $82,548 at 6%; with 50% employer match about $82,548 at 4% or $55,032 at 6%; with 100% employer match about $61,911 at 4% or $41,274 at 6%.
202018$1,870,317$38,215$4,777iApproximate average salary by contribution assumption: employee only about $119,422 at 4% or $79,615 at 6%; with 50% employer match about $79,615 at 4% or $53,076 at 6%; with 100% employer match about $59,711 at 4% or $39,807 at 6%.
Regency Dental of Stuart 401K Trust-8$1,870,317$38,215$4,777iApproximate average salary by contribution assumption: employee only about $119,422 at 4% or $79,615 at 6%; with 50% employer match about $79,615 at 4% or $53,076 at 6%; with 100% employer match about $59,711 at 4% or $39,807 at 6%.
201918$1,642,843$41,723$5,215iApproximate average salary by contribution assumption: employee only about $130,384 at 4% or $86,923 at 6%; with 50% employer match about $86,923 at 4% or $57,949 at 6%; with 100% employer match about $65,192 at 4% or $43,461 at 6%.
Regency Dental of Stuart 401K Trust-8$1,642,843$41,723$5,215iApproximate average salary by contribution assumption: employee only about $130,384 at 4% or $86,923 at 6%; with 50% employer match about $86,923 at 4% or $57,949 at 6%; with 100% employer match about $65,192 at 4% or $43,461 at 6%.
201818$1,391,258$40,175$5,022iApproximate average salary by contribution assumption: employee only about $125,547 at 4% or $83,698 at 6%; with 50% employer match about $83,698 at 4% or $55,799 at 6%; with 100% employer match about $62,773 at 4% or $41,849 at 6%.
Regency Dental of Stuart 401K Trust-8$1,391,258$40,175$5,022iApproximate average salary by contribution assumption: employee only about $125,547 at 4% or $83,698 at 6%; with 50% employer match about $83,698 at 4% or $55,799 at 6%; with 100% employer match about $62,773 at 4% or $41,849 at 6%.
201718$1,560,750$36,855$4,607iApproximate average salary by contribution assumption: employee only about $115,172 at 4% or $76,781 at 6%; with 50% employer match about $76,781 at 4% or $51,188 at 6%; with 100% employer match about $57,586 at 4% or $38,391 at 6%.
Regency Dental of Stuart 401K Trust-8$1,560,750$36,855$4,607iApproximate average salary by contribution assumption: employee only about $115,172 at 4% or $76,781 at 6%; with 50% employer match about $76,781 at 4% or $51,188 at 6%; with 100% employer match about $57,586 at 4% or $38,391 at 6%.
201619$1,382,639$86,503$9,611iApproximate average salary by contribution assumption: employee only about $240,286 at 4% or $160,191 at 6%; with 50% employer match about $160,191 at 4% or $106,794 at 6%; with 100% employer match about $120,143 at 4% or $80,095 at 6%.
Regency Dental of Stuart 401K Trust-9$1,382,639$86,503$9,611iApproximate average salary by contribution assumption: employee only about $240,286 at 4% or $160,191 at 6%; with 50% employer match about $160,191 at 4% or $106,794 at 6%; with 100% employer match about $120,143 at 4% or $80,095 at 6%.
2015110$1,271,392$96,914$9,691iApproximate average salary by contribution assumption: employee only about $242,285 at 4% or $161,523 at 6%; with 50% employer match about $161,523 at 4% or $107,682 at 6%; with 100% employer match about $121,143 at 4% or $80,762 at 6%.
Regency Dental of Stuart 401K Trust-10$1,271,392$96,914$9,691iApproximate average salary by contribution assumption: employee only about $242,285 at 4% or $161,523 at 6%; with 50% employer match about $161,523 at 4% or $107,682 at 6%; with 100% employer match about $121,143 at 4% or $80,762 at 6%.
2014112$1,204,357$100,048$8,337iApproximate average salary by contribution assumption: employee only about $208,433 at 4% or $138,956 at 6%; with 50% employer match about $138,956 at 4% or $92,637 at 6%; with 100% employer match about $104,217 at 4% or $69,478 at 6%.
Regency Dental of Stuart 401K Trust-12$1,204,357$100,048$8,337iApproximate average salary by contribution assumption: employee only about $208,433 at 4% or $138,956 at 6%; with 50% employer match about $138,956 at 4% or $92,637 at 6%; with 100% employer match about $104,217 at 4% or $69,478 at 6%.
2013113$1,090,922$83,200$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
Regency Dental of Stuart 401K Trust-13$1,090,922$83,200$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
2012113$916,676$109,829$8,448iApproximate average salary by contribution assumption: employee only about $211,210 at 4% or $140,806 at 6%; with 50% employer match about $140,806 at 4% or $93,871 at 6%; with 100% employer match about $105,605 at 4% or $70,403 at 6%.
Regency Dental of Stuart 401K Trust-13$916,676$109,829$8,448iApproximate average salary by contribution assumption: employee only about $211,210 at 4% or $140,806 at 6%; with 50% employer match about $140,806 at 4% or $93,871 at 6%; with 100% employer match about $105,605 at 4% or $70,403 at 6%.
2011115$757,054$121,273$8,085iApproximate average salary by contribution assumption: employee only about $202,122 at 4% or $134,748 at 6%; with 50% employer match about $134,748 at 4% or $89,832 at 6%; with 100% employer match about $101,061 at 4% or $67,374 at 6%.
Regency Dental of Stuart 401K Trust-15$757,054$121,273$8,085iApproximate average salary by contribution assumption: employee only about $202,122 at 4% or $134,748 at 6%; with 50% employer match about $134,748 at 4% or $89,832 at 6%; with 100% employer match about $101,061 at 4% or $67,374 at 6%.
2010113$690,579$111,995$8,615iApproximate average salary by contribution assumption: employee only about $215,375 at 4% or $143,583 at 6%; with 50% employer match about $143,583 at 4% or $95,722 at 6%; with 100% employer match about $107,688 at 4% or $71,792 at 6%.
Regency Dental of Stuart 401K Trust-13$690,579$111,995$8,615iApproximate average salary by contribution assumption: employee only about $215,375 at 4% or $143,583 at 6%; with 50% employer match about $143,583 at 4% or $95,722 at 6%; with 100% employer match about $107,688 at 4% or $71,792 at 6%.
2009114$552,761$32,217$2,301iApproximate average salary by contribution assumption: employee only about $57,530 at 4% or $38,354 at 6%; with 50% employer match about $38,354 at 4% or $25,569 at 6%; with 100% employer match about $28,765 at 4% or $19,177 at 6%.
Regency Dental of Stuart 401K Trust-14$552,761$32,217$2,301iApproximate average salary by contribution assumption: employee only about $57,530 at 4% or $38,354 at 6%; with 50% employer match about $38,354 at 4% or $25,569 at 6%; with 100% employer match about $28,765 at 4% or $19,177 at 6%.
2007113$0$0-
Regency Dental of Stuart 401K Trust-13---
200619$565,816$100,098$11,122iApproximate average salary by contribution assumption: employee only about $278,050 at 4% or $185,367 at 6%; with 50% employer match about $185,367 at 4% or $123,578 at 6%; with 100% employer match about $139,025 at 4% or $92,683 at 6%.
Regency Dental of Stuart 401K Trust-9$565,816$100,098$11,122iApproximate average salary by contribution assumption: employee only about $278,050 at 4% or $185,367 at 6%; with 50% employer match about $185,367 at 4% or $123,578 at 6%; with 100% employer match about $139,025 at 4% or $92,683 at 6%.
2005111$445,253$156,277$14,207iApproximate average salary by contribution assumption: employee only about $355,175 at 4% or $236,783 at 6%; with 50% employer match about $236,783 at 4% or $157,856 at 6%; with 100% employer match about $177,588 at 4% or $118,392 at 6%.
Regency Dental of Stuart 401K Trust-11$445,253$156,277$14,207iApproximate average salary by contribution assumption: employee only about $355,175 at 4% or $236,783 at 6%; with 50% employer match about $236,783 at 4% or $157,856 at 6%; with 100% employer match about $177,588 at 4% or $118,392 at 6%.
2004111$269,137$162,151$14,741iApproximate average salary by contribution assumption: employee only about $368,525 at 4% or $245,683 at 6%; with 50% employer match about $245,683 at 4% or $163,789 at 6%; with 100% employer match about $184,263 at 4% or $122,842 at 6%.
Regency Dental of Stuart 401K Trust-11$269,137$162,151$14,741iApproximate average salary by contribution assumption: employee only about $368,525 at 4% or $245,683 at 6%; with 50% employer match about $245,683 at 4% or $163,789 at 6%; with 100% employer match about $184,263 at 4% or $122,842 at 6%.
200317$104,985$104,985$14,998iApproximate average salary by contribution assumption: employee only about $374,946 at 4% or $249,964 at 6%; with 50% employer match about $249,964 at 4% or $166,643 at 6%; with 100% employer match about $187,473 at 4% or $124,982 at 6%.
Regency Dental of Stuart 401K Trust-7$104,985$104,985$14,998iApproximate average salary by contribution assumption: employee only about $374,946 at 4% or $249,964 at 6%; with 50% employer match about $249,964 at 4% or $166,643 at 6%; with 100% employer match about $187,473 at 4% or $124,982 at 6%.