Civic Intelligence

Becky Coats, D.D.S., P.A.

Plan context: Grapevine Dental Care Retirement Plan & Trust

EIN 77-0612630 • Grapevine, TX • 19 filings • 3 plans

2631 Ira E. Woods AvenueGrapevine, TX 76051
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,415,706

2024 Contributions

$200,928

Historical Graphs

Total Assets Over Time

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

$1,415,706$707,853$0200820162024YearValue
$1,415,706Latest year 2024

Participants Over Time

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

950200820162024YearValue
7Latest 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
202427$1,415,706$200,928$28,704iApproximate average salary by contribution assumption: employee only about $717,600 at 4% or $478,400 at 6%; with 50% employer match about $478,400 at 4% or $318,933 at 6%; with 100% employer match about $358,800 at 4% or $239,200 at 6%.
Grapevine Dental Care Retirement Plan & Trust-7$1,175,156$79,108$11,301iApproximate average salary by contribution assumption: employee only about $282,529 at 4% or $188,352 at 6%; with 50% employer match about $188,352 at 4% or $125,568 at 6%; with 100% employer match about $141,264 at 4% or $94,176 at 6%.
TMJ PLUS CASH BALANCE PLAN & TRUST-4$240,550$121,820$30,455iApproximate average salary by contribution assumption: employee only about $761,375 at 4% or $507,583 at 6%; with 50% employer match about $507,583 at 4% or $338,389 at 6%; with 100% employer match about $380,688 at 4% or $253,792 at 6%.
202326$1,412,420$163,106$27,184iApproximate average salary by contribution assumption: employee only about $679,608 at 4% or $453,072 at 6%; with 50% employer match about $453,072 at 4% or $302,048 at 6%; with 100% employer match about $339,804 at 4% or $226,536 at 6%.
Grapevine Dental Care Retirement Plan & Trust-6$1,307,680$63,106$10,518iApproximate average salary by contribution assumption: employee only about $262,942 at 4% or $175,294 at 6%; with 50% employer match about $175,294 at 4% or $116,863 at 6%; with 100% employer match about $131,471 at 4% or $87,647 at 6%.
TMJ PLUS CASH BALANCE PLAN & TRUST-2$104,740$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
202219$1,076,651$69,204$7,689iApproximate average salary by contribution assumption: employee only about $192,233 at 4% or $128,156 at 6%; with 50% employer match about $128,156 at 4% or $85,437 at 6%; with 100% employer match about $96,117 at 4% or $64,078 at 6%.
Grapevine Dental Care Retirement Plan & Trust-9$1,076,651$69,204$7,689iApproximate average salary by contribution assumption: employee only about $192,233 at 4% or $128,156 at 6%; with 50% employer match about $128,156 at 4% or $85,437 at 6%; with 100% employer match about $96,117 at 4% or $64,078 at 6%.
202118$1,193,273$62,153$7,769iApproximate average salary by contribution assumption: employee only about $194,228 at 4% or $129,485 at 6%; with 50% employer match about $129,485 at 4% or $86,324 at 6%; with 100% employer match about $97,114 at 4% or $64,743 at 6%.
Grapevine Dental Care Retirement Plan & Trust-8$1,193,273$62,153$7,769iApproximate average salary by contribution assumption: employee only about $194,228 at 4% or $129,485 at 6%; with 50% employer match about $129,485 at 4% or $86,324 at 6%; with 100% employer match about $97,114 at 4% or $64,743 at 6%.
202016$969,128$61,610$10,268iApproximate average salary by contribution assumption: employee only about $256,708 at 4% or $171,139 at 6%; with 50% employer match about $171,139 at 4% or $114,093 at 6%; with 100% employer match about $128,354 at 4% or $85,569 at 6%.
Grapevine Dental Care Retirement Plan & Trust-6$969,128$61,610$10,268iApproximate average salary by contribution assumption: employee only about $256,708 at 4% or $171,139 at 6%; with 50% employer match about $171,139 at 4% or $114,093 at 6%; with 100% employer match about $128,354 at 4% or $85,569 at 6%.
201919$827,027$23,609$2,623iApproximate average salary by contribution assumption: employee only about $65,581 at 4% or $43,720 at 6%; with 50% employer match about $43,720 at 4% or $29,147 at 6%; with 100% employer match about $32,790 at 4% or $21,860 at 6%.
Grapevine Dental Care Retirement Plan & Trust-9$827,027$23,609$2,623iApproximate average salary by contribution assumption: employee only about $65,581 at 4% or $43,720 at 6%; with 50% employer match about $43,720 at 4% or $29,147 at 6%; with 100% employer match about $32,790 at 4% or $21,860 at 6%.
201818$704,987$21,581$2,698iApproximate average salary by contribution assumption: employee only about $67,441 at 4% or $44,960 at 6%; with 50% employer match about $44,960 at 4% or $29,974 at 6%; with 100% employer match about $33,720 at 4% or $22,480 at 6%.
Grapevine Dental Care Retirement Plan & Trust-8$704,987$21,581$2,698iApproximate average salary by contribution assumption: employee only about $67,441 at 4% or $44,960 at 6%; with 50% employer match about $44,960 at 4% or $29,974 at 6%; with 100% employer match about $33,720 at 4% or $22,480 at 6%.
201714$741,969$76,523$19,131iApproximate average salary by contribution assumption: employee only about $478,269 at 4% or $318,846 at 6%; with 50% employer match about $318,846 at 4% or $212,564 at 6%; with 100% employer match about $239,134 at 4% or $159,423 at 6%.
Grapevine Dental Care Retirement Plan & Trust-4$741,969$76,523$19,131iApproximate average salary by contribution assumption: employee only about $478,269 at 4% or $318,846 at 6%; with 50% employer match about $318,846 at 4% or $212,564 at 6%; with 100% employer match about $239,134 at 4% or $159,423 at 6%.
201613$603,378$48,583$16,194iApproximate average salary by contribution assumption: employee only about $404,858 at 4% or $269,906 at 6%; with 50% employer match about $269,906 at 4% or $179,937 at 6%; with 100% employer match about $202,429 at 4% or $134,953 at 6%.
Grapevine Dental Care Retirement Plan & Trust-3$603,378$48,583$16,194iApproximate average salary by contribution assumption: employee only about $404,858 at 4% or $269,906 at 6%; with 50% employer match about $269,906 at 4% or $179,937 at 6%; with 100% employer match about $202,429 at 4% or $134,953 at 6%.
201513$512,016$15,351$5,117iApproximate average salary by contribution assumption: employee only about $127,925 at 4% or $85,283 at 6%; with 50% employer match about $85,283 at 4% or $56,856 at 6%; with 100% employer match about $63,963 at 4% or $42,642 at 6%.
Grapevine Dental Care Retirement Plan & Trust-3$512,016$15,351$5,117iApproximate average salary by contribution assumption: employee only about $127,925 at 4% or $85,283 at 6%; with 50% employer match about $85,283 at 4% or $56,856 at 6%; with 100% employer match about $63,963 at 4% or $42,642 at 6%.
201412$521,562$33,880$16,940iApproximate average salary by contribution assumption: employee only about $423,500 at 4% or $282,333 at 6%; with 50% employer match about $282,333 at 4% or $188,222 at 6%; with 100% employer match about $211,750 at 4% or $141,167 at 6%.
Grapevine Dental Care Retirement Plan & Trust-2$521,562$33,880$16,940iApproximate average salary by contribution assumption: employee only about $423,500 at 4% or $282,333 at 6%; with 50% employer match about $282,333 at 4% or $188,222 at 6%; with 100% employer match about $211,750 at 4% or $141,167 at 6%.
201313$475,516$29,700$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Grapevine Dental Care Retirement Plan & Trust-3$475,516$29,700$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
201212$398,243$59,457$29,729iApproximate average salary by contribution assumption: employee only about $743,213 at 4% or $495,475 at 6%; with 50% employer match about $495,475 at 4% or $330,317 at 6%; with 100% employer match about $371,606 at 4% or $247,738 at 6%.
Grapevine Dental Care Retirement Plan & Trust-2$398,243$59,457$29,729iApproximate average salary by contribution assumption: employee only about $743,213 at 4% or $495,475 at 6%; with 50% employer match about $495,475 at 4% or $330,317 at 6%; with 100% employer match about $371,606 at 4% or $247,738 at 6%.
201114$311,249$67,821$16,955iApproximate average salary by contribution assumption: employee only about $423,881 at 4% or $282,588 at 6%; with 50% employer match about $282,588 at 4% or $188,392 at 6%; with 100% employer match about $211,941 at 4% or $141,294 at 6%.
Grapevine Dental Care Retirement Plan & Trust-4$311,249$67,821$16,955iApproximate average salary by contribution assumption: employee only about $423,881 at 4% or $282,588 at 6%; with 50% employer match about $282,588 at 4% or $188,392 at 6%; with 100% employer match about $211,941 at 4% or $141,294 at 6%.
201013$270,976$30,290$10,097iApproximate average salary by contribution assumption: employee only about $252,417 at 4% or $168,278 at 6%; with 50% employer match about $168,278 at 4% or $112,185 at 6%; with 100% employer match about $126,208 at 4% or $84,139 at 6%.
Grapevine Dental Care Retirement Plan & Trust-3$270,976$30,290$10,097iApproximate average salary by contribution assumption: employee only about $252,417 at 4% or $168,278 at 6%; with 50% employer match about $168,278 at 4% or $112,185 at 6%; with 100% employer match about $126,208 at 4% or $84,139 at 6%.
200918$217,552$129,453$16,182iApproximate average salary by contribution assumption: employee only about $404,541 at 4% or $269,694 at 6%; with 50% employer match about $269,694 at 4% or $179,796 at 6%; with 100% employer match about $202,270 at 4% or $134,847 at 6%.
Grapevine Dental Care Retirement Plan & Trust-8$217,552$129,453$16,182iApproximate average salary by contribution assumption: employee only about $404,541 at 4% or $269,694 at 6%; with 50% employer match about $269,694 at 4% or $179,796 at 6%; with 100% employer match about $202,270 at 4% or $134,847 at 6%.
200816$59,201$60,202$10,034iApproximate average salary by contribution assumption: employee only about $250,842 at 4% or $167,228 at 6%; with 50% employer match about $167,228 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.
Grapevine Dental Care Retirement Plan & Trust-6$59,201$60,202$10,034iApproximate average salary by contribution assumption: employee only about $250,842 at 4% or $167,228 at 6%; with 50% employer match about $167,228 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.