Civic Intelligence

Kenneth Gregg Wallis

Plan context: Kenneth G Wallis D.D.S Profit Sharing Plan

EIN 77-0127320 • Santa Clara, CA • 33 filings • 14 plans

265 Crestview DriveSanta Clara, CA 95050
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$2,539,633

2020 Contributions

$6,000

Historical Graphs

Total Assets Over Time

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

$2,539,633$1,269,817$0199920112020YearValue
$2,539,633Latest year 2020

Participants Over Time

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

420199920102020YearValue
4Latest year 2020

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
202014$2,539,633$6,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-4$2,539,633$6,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
201914$2,097,548$11,989$2,997iApproximate average salary by contribution assumption: employee only about $74,931 at 4% or $49,954 at 6%; with 50% employer match about $49,954 at 4% or $33,303 at 6%; with 100% employer match about $37,466 at 4% or $24,977 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-4$2,097,548$11,989$2,997iApproximate average salary by contribution assumption: employee only about $74,931 at 4% or $49,954 at 6%; with 50% employer match about $49,954 at 4% or $33,303 at 6%; with 100% employer match about $37,466 at 4% or $24,977 at 6%.
201814$1,651,173$11,874$2,969iApproximate average salary by contribution assumption: employee only about $74,213 at 4% or $49,475 at 6%; with 50% employer match about $49,475 at 4% or $32,983 at 6%; with 100% employer match about $37,106 at 4% or $24,738 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-4$1,651,173$11,874$2,969iApproximate average salary by contribution assumption: employee only about $74,213 at 4% or $49,475 at 6%; with 50% employer match about $49,475 at 4% or $32,983 at 6%; with 100% employer match about $37,106 at 4% or $24,738 at 6%.
201713$1,760,597$12,711$4,237iApproximate average salary by contribution assumption: employee only about $105,925 at 4% or $70,617 at 6%; with 50% employer match about $70,617 at 4% or $47,078 at 6%; with 100% employer match about $52,963 at 4% or $35,308 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-3$1,760,597$12,711$4,237iApproximate average salary by contribution assumption: employee only about $105,925 at 4% or $70,617 at 6%; with 50% employer match about $70,617 at 4% or $47,078 at 6%; with 100% employer match about $52,963 at 4% or $35,308 at 6%.
201611$1,513,551$13,445$13,445iApproximate average salary by contribution assumption: employee only about $336,125 at 4% or $224,083 at 6%; with 50% employer match about $224,083 at 4% or $149,389 at 6%; with 100% employer match about $168,063 at 4% or $112,042 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-1$1,513,551$13,445$13,445iApproximate average salary by contribution assumption: employee only about $336,125 at 4% or $224,083 at 6%; with 50% employer match about $224,083 at 4% or $149,389 at 6%; with 100% employer match about $168,063 at 4% or $112,042 at 6%.
201511$1,425,366$0-
Kenneth G Wallis D.D.S Profit Sharing Plan-1$1,425,366$0-
201412$1,621,188$57,778$28,889iApproximate average salary by contribution assumption: employee only about $722,225 at 4% or $481,483 at 6%; with 50% employer match about $481,483 at 4% or $320,989 at 6%; with 100% employer match about $361,113 at 4% or $240,742 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$1,621,188$57,778$28,889iApproximate average salary by contribution assumption: employee only about $722,225 at 4% or $481,483 at 6%; with 50% employer match about $481,483 at 4% or $320,989 at 6%; with 100% employer match about $361,113 at 4% or $240,742 at 6%.
201312$1,462,156$37,646$18,823iApproximate average salary by contribution assumption: employee only about $470,575 at 4% or $313,717 at 6%; with 50% employer match about $313,717 at 4% or $209,144 at 6%; with 100% employer match about $235,288 at 4% or $156,858 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$1,462,156$37,646$18,823iApproximate average salary by contribution assumption: employee only about $470,575 at 4% or $313,717 at 6%; with 50% employer match about $313,717 at 4% or $209,144 at 6%; with 100% employer match about $235,288 at 4% or $156,858 at 6%.
201212$1,210,894$40,471$20,236iApproximate average salary by contribution assumption: employee only about $505,888 at 4% or $337,258 at 6%; with 50% employer match about $337,258 at 4% or $224,839 at 6%; with 100% employer match about $252,944 at 4% or $168,629 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$1,210,894$40,471$20,236iApproximate average salary by contribution assumption: employee only about $505,888 at 4% or $337,258 at 6%; with 50% employer match about $337,258 at 4% or $224,839 at 6%; with 100% employer match about $252,944 at 4% or $168,629 at 6%.
201112$1,077,103$40,756$20,378iApproximate average salary by contribution assumption: employee only about $509,450 at 4% or $339,633 at 6%; with 50% employer match about $339,633 at 4% or $226,422 at 6%; with 100% employer match about $254,725 at 4% or $169,817 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$1,077,103$40,756$20,378iApproximate average salary by contribution assumption: employee only about $509,450 at 4% or $339,633 at 6%; with 50% employer match about $339,633 at 4% or $226,422 at 6%; with 100% employer match about $254,725 at 4% or $169,817 at 6%.
201012$1,075,713$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$1,075,713$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200922$926,348$40,399$20,200iApproximate average salary by contribution assumption: employee only about $504,988 at 4% or $336,658 at 6%; with 50% employer match about $336,658 at 4% or $224,439 at 6%; with 100% employer match about $252,494 at 4% or $168,329 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$926,348$40,399$20,200iApproximate average salary by contribution assumption: employee only about $504,988 at 4% or $336,658 at 6%; with 50% employer match about $336,658 at 4% or $224,439 at 6%; with 100% employer match about $252,494 at 4% or $168,329 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-0---
200822$681,292$57,662$28,831iApproximate average salary by contribution assumption: employee only about $720,775 at 4% or $480,517 at 6%; with 50% employer match about $480,517 at 4% or $320,344 at 6%; with 100% employer match about $360,388 at 4% or $240,258 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$355,986$36,165$18,083iApproximate average salary by contribution assumption: employee only about $452,063 at 4% or $301,375 at 6%; with 50% employer match about $301,375 at 4% or $200,917 at 6%; with 100% employer match about $226,031 at 4% or $150,688 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-2$325,306$21,497$10,749iApproximate average salary by contribution assumption: employee only about $268,713 at 4% or $179,142 at 6%; with 50% employer match about $179,142 at 4% or $119,428 at 6%; with 100% employer match about $134,356 at 4% or $89,571 at 6%.
200722$0$0-
Kenneth G. Wallis D.D.S. Money Purchase Plan-2---
Kenneth G Wallis D.D.S Profit Sharing Plan-2---
200622$776,849$46,943$23,472iApproximate average salary by contribution assumption: employee only about $586,788 at 4% or $391,192 at 6%; with 50% employer match about $391,192 at 4% or $260,794 at 6%; with 100% employer match about $293,394 at 4% or $195,596 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-2$390,676$23,471$11,736iApproximate average salary by contribution assumption: employee only about $293,388 at 4% or $195,592 at 6%; with 50% employer match about $195,592 at 4% or $130,394 at 6%; with 100% employer match about $146,694 at 4% or $97,796 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$386,173$23,472$11,736iApproximate average salary by contribution assumption: employee only about $293,400 at 4% or $195,600 at 6%; with 50% employer match about $195,600 at 4% or $130,400 at 6%; with 100% employer match about $146,700 at 4% or $97,800 at 6%.
200522$691,080$43,494$21,747iApproximate average salary by contribution assumption: employee only about $543,675 at 4% or $362,450 at 6%; with 50% employer match about $362,450 at 4% or $241,633 at 6%; with 100% employer match about $271,838 at 4% or $181,225 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-2$361,052$21,747$10,874iApproximate average salary by contribution assumption: employee only about $271,838 at 4% or $181,225 at 6%; with 50% employer match about $181,225 at 4% or $120,817 at 6%; with 100% employer match about $135,919 at 4% or $90,613 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$330,028$21,747$10,874iApproximate average salary by contribution assumption: employee only about $271,838 at 4% or $181,225 at 6%; with 50% employer match about $181,225 at 4% or $120,817 at 6%; with 100% employer match about $135,919 at 4% or $90,613 at 6%.
200423$615,295$49,778$16,593iApproximate average salary by contribution assumption: employee only about $414,817 at 4% or $276,544 at 6%; with 50% employer match about $276,544 at 4% or $184,363 at 6%; with 100% employer match about $207,408 at 4% or $138,272 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-3$315,032$24,889$8,296iApproximate average salary by contribution assumption: employee only about $207,408 at 4% or $138,272 at 6%; with 50% employer match about $138,272 at 4% or $92,181 at 6%; with 100% employer match about $103,704 at 4% or $69,136 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-3$300,263$24,889$8,296iApproximate average salary by contribution assumption: employee only about $207,408 at 4% or $138,272 at 6%; with 50% employer match about $138,272 at 4% or $92,181 at 6%; with 100% employer match about $103,704 at 4% or $69,136 at 6%.
200323$300,092$24,549$8,183iApproximate average salary by contribution assumption: employee only about $204,575 at 4% or $136,383 at 6%; with 50% employer match about $136,383 at 4% or $90,922 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-3$300,092$24,549$8,183iApproximate average salary by contribution assumption: employee only about $204,575 at 4% or $136,383 at 6%; with 50% employer match about $136,383 at 4% or $90,922 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-3---
200223$345,818$50,925$16,975iApproximate average salary by contribution assumption: employee only about $424,375 at 4% or $282,917 at 6%; with 50% employer match about $282,917 at 4% or $188,611 at 6%; with 100% employer match about $212,188 at 4% or $141,458 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-3$181,148$26,779$8,926iApproximate average salary by contribution assumption: employee only about $223,158 at 4% or $148,772 at 6%; with 50% employer match about $148,772 at 4% or $99,181 at 6%; with 100% employer match about $111,579 at 4% or $74,386 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-3$164,670$24,146$8,049iApproximate average salary by contribution assumption: employee only about $201,217 at 4% or $134,144 at 6%; with 50% employer match about $134,144 at 4% or $89,430 at 6%; with 100% employer match about $100,608 at 4% or $67,072 at 6%.
200122$0$0-
Kenneth G Wallis D.D.S Profit Sharing Plan-2---
Kenneth G. Wallis D.D.S. Money Purchase Plan-2---
200022$477,117$38,212$19,106iApproximate average salary by contribution assumption: employee only about $477,650 at 4% or $318,433 at 6%; with 50% employer match about $318,433 at 4% or $212,289 at 6%; with 100% employer match about $238,825 at 4% or $159,217 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-2$239,634$22,066$11,033iApproximate average salary by contribution assumption: employee only about $275,825 at 4% or $183,883 at 6%; with 50% employer match about $183,883 at 4% or $122,589 at 6%; with 100% employer match about $137,913 at 4% or $91,942 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$237,483$16,146$8,073iApproximate average salary by contribution assumption: employee only about $201,825 at 4% or $134,550 at 6%; with 50% employer match about $134,550 at 4% or $89,700 at 6%; with 100% employer match about $100,913 at 4% or $67,275 at 6%.
199922$580,462$34,708$17,354iApproximate average salary by contribution assumption: employee only about $433,850 at 4% or $289,233 at 6%; with 50% employer match about $289,233 at 4% or $192,822 at 6%; with 100% employer match about $216,925 at 4% or $144,617 at 6%.
Kenneth G. Wallis D.D.S. Money Purchase Plan-2$291,224$20,141$10,071iApproximate average salary by contribution assumption: employee only about $251,763 at 4% or $167,842 at 6%; with 50% employer match about $167,842 at 4% or $111,894 at 6%; with 100% employer match about $125,881 at 4% or $83,921 at 6%.
Kenneth G Wallis D.D.S Profit Sharing Plan-2$289,238$14,567$7,284iApproximate average salary by contribution assumption: employee only about $182,088 at 4% or $121,392 at 6%; with 50% employer match about $121,392 at 4% or $80,928 at 6%; with 100% employer match about $91,044 at 4% or $60,696 at 6%.