Civic Intelligence

Anne Newman, Dds PC

Plan context: Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust

EIN 81-1680355 • Roanoke, VA • 9 filings • 1 plans

212 Highland AvenueRoanoke, VA 24016-4416
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$245,387

2024 Contributions

$14,734

Historical Graphs

Total Assets Over Time

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

$245,387$122,694$0201620202024YearValue
$245,387Latest year 2024

Participants Over Time

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

530201620202024YearValue
4Latest 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
202414$245,387$14,734$3,684iApproximate average salary by contribution assumption: employee only about $92,088 at 4% or $61,392 at 6%; with 50% employer match about $61,392 at 4% or $40,928 at 6%; with 100% employer match about $46,044 at 4% or $30,696 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-4$245,387$14,734$3,684iApproximate average salary by contribution assumption: employee only about $92,088 at 4% or $61,392 at 6%; with 50% employer match about $61,392 at 4% or $40,928 at 6%; with 100% employer match about $46,044 at 4% or $30,696 at 6%.
202314$206,342$14,254$3,564iApproximate average salary by contribution assumption: employee only about $89,088 at 4% or $59,392 at 6%; with 50% employer match about $59,392 at 4% or $39,594 at 6%; with 100% employer match about $44,544 at 4% or $29,696 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-4$206,342$14,254$3,564iApproximate average salary by contribution assumption: employee only about $89,088 at 4% or $59,392 at 6%; with 50% employer match about $59,392 at 4% or $39,594 at 6%; with 100% employer match about $44,544 at 4% or $29,696 at 6%.
202215$203,667$14,599$2,920iApproximate average salary by contribution assumption: employee only about $72,995 at 4% or $48,663 at 6%; with 50% employer match about $48,663 at 4% or $32,442 at 6%; with 100% employer match about $36,498 at 4% or $24,332 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-5$203,667$14,599$2,920iApproximate average salary by contribution assumption: employee only about $72,995 at 4% or $48,663 at 6%; with 50% employer match about $48,663 at 4% or $32,442 at 6%; with 100% employer match about $36,498 at 4% or $24,332 at 6%.
202115$232,015$31,872$6,374iApproximate average salary by contribution assumption: employee only about $159,360 at 4% or $106,240 at 6%; with 50% employer match about $106,240 at 4% or $70,827 at 6%; with 100% employer match about $79,680 at 4% or $53,120 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-5$232,015$31,872$6,374iApproximate average salary by contribution assumption: employee only about $159,360 at 4% or $106,240 at 6%; with 50% employer match about $106,240 at 4% or $70,827 at 6%; with 100% employer match about $79,680 at 4% or $53,120 at 6%.
202015$178,165$54,626$10,925iApproximate average salary by contribution assumption: employee only about $273,130 at 4% or $182,087 at 6%; with 50% employer match about $182,087 at 4% or $121,391 at 6%; with 100% employer match about $136,565 at 4% or $91,043 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-5$178,165$54,626$10,925iApproximate average salary by contribution assumption: employee only about $273,130 at 4% or $182,087 at 6%; with 50% employer match about $182,087 at 4% or $121,391 at 6%; with 100% employer match about $136,565 at 4% or $91,043 at 6%.
201914$103,174$15,450$3,863iApproximate average salary by contribution assumption: employee only about $96,563 at 4% or $64,375 at 6%; with 50% employer match about $64,375 at 4% or $42,917 at 6%; with 100% employer match about $48,281 at 4% or $32,188 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-4$103,174$15,450$3,863iApproximate average salary by contribution assumption: employee only about $96,563 at 4% or $64,375 at 6%; with 50% employer match about $64,375 at 4% or $42,917 at 6%; with 100% employer match about $48,281 at 4% or $32,188 at 6%.
201813$71,855$25,736$8,579iApproximate average salary by contribution assumption: employee only about $214,467 at 4% or $142,978 at 6%; with 50% employer match about $142,978 at 4% or $95,319 at 6%; with 100% employer match about $107,233 at 4% or $71,489 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-3$71,855$25,736$8,579iApproximate average salary by contribution assumption: employee only about $214,467 at 4% or $142,978 at 6%; with 50% employer match about $142,978 at 4% or $95,319 at 6%; with 100% employer match about $107,233 at 4% or $71,489 at 6%.
201714$104,292$22,898$5,725iApproximate average salary by contribution assumption: employee only about $143,113 at 4% or $95,408 at 6%; with 50% employer match about $95,408 at 4% or $63,606 at 6%; with 100% employer match about $71,556 at 4% or $47,704 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-4$104,292$22,898$5,725iApproximate average salary by contribution assumption: employee only about $143,113 at 4% or $95,408 at 6%; with 50% employer match about $95,408 at 4% or $63,606 at 6%; with 100% employer match about $71,556 at 4% or $47,704 at 6%.
201614$70,198$70,199$17,550iApproximate average salary by contribution assumption: employee only about $438,744 at 4% or $292,496 at 6%; with 50% employer match about $292,496 at 4% or $194,997 at 6%; with 100% employer match about $219,372 at 4% or $146,248 at 6%.
Anne Newman, Dds PC 401(K) Profit Sharing Plan and Trust-4$70,198$70,199$17,550iApproximate average salary by contribution assumption: employee only about $438,744 at 4% or $292,496 at 6%; with 50% employer match about $292,496 at 4% or $194,997 at 6%; with 100% employer match about $219,372 at 4% or $146,248 at 6%.