MATTHEW S. WALLACE, DDS, PLLC
Plan context: MATTHEW S. WALLACE, DDS, PLLC 401(K) PROFIT SHARING PLAN
EIN 81-3260254 • Barneveld, NY • 10 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$797,084
2025 Contributions
$290,327
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $797,084 | $290,327 | $58,065iApproximate average salary by contribution assumption: employee only about $1,451,635 at 4% or $967,757 at 6%; with 50% employer match about $967,757 at 4% or $645,171 at 6%; with 100% employer match about $725,818 at 4% or $483,878 at 6%. |
| MATTHEW S. WALLACE, DDS, PLLC 401(K) PROFIT SHARING PLAN | - | 5 | $797,084 | $290,327 | $58,065iApproximate average salary by contribution assumption: employee only about $1,451,635 at 4% or $967,757 at 6%; with 50% employer match about $967,757 at 4% or $645,171 at 6%; with 100% employer match about $725,818 at 4% or $483,878 at 6%. |
| 2024 | 1 | 4 | $433,599 | $70,366 | $17,592iApproximate average salary by contribution assumption: employee only about $439,788 at 4% or $293,192 at 6%; with 50% employer match about $293,192 at 4% or $195,461 at 6%; with 100% employer match about $219,894 at 4% or $146,596 at 6%. |
| MATTHEW S. WALLACE, DDS, PLLC 401(K) PROFIT SHARING PLAN | - | 4 | $433,599 | $70,366 | $17,592iApproximate average salary by contribution assumption: employee only about $439,788 at 4% or $293,192 at 6%; with 50% employer match about $293,192 at 4% or $195,461 at 6%; with 100% employer match about $219,894 at 4% or $146,596 at 6%. |
| 2023 | 1 | 3 | $324,692 | $65,308 | $21,769iApproximate average salary by contribution assumption: employee only about $544,233 at 4% or $362,822 at 6%; with 50% employer match about $362,822 at 4% or $241,881 at 6%; with 100% employer match about $272,117 at 4% or $181,411 at 6%. |
| MATTHEW S. WALLACE, DDS, PLLC 401(K) PROFIT SHARING PLAN | - | 3 | $324,692 | $65,308 | $21,769iApproximate average salary by contribution assumption: employee only about $544,233 at 4% or $362,822 at 6%; with 50% employer match about $362,822 at 4% or $241,881 at 6%; with 100% employer match about $272,117 at 4% or $181,411 at 6%. |
| 2022 | 1 | 3 | $220,505 | $48,082 | $16,027iApproximate average salary by contribution assumption: employee only about $400,683 at 4% or $267,122 at 6%; with 50% employer match about $267,122 at 4% or $178,081 at 6%; with 100% employer match about $200,342 at 4% or $133,561 at 6%. |
| MATTHEW S. WALLACE, DDS, PLLC 401(K) PROFIT SHARING PLAN | - | 3 | $220,505 | $48,082 | $16,027iApproximate average salary by contribution assumption: employee only about $400,683 at 4% or $267,122 at 6%; with 50% employer match about $267,122 at 4% or $178,081 at 6%; with 100% employer match about $200,342 at 4% or $133,561 at 6%. |
| 2021 | 1 | 3 | $204,902 | $48,373 | $16,124iApproximate average salary by contribution assumption: employee only about $403,108 at 4% or $268,739 at 6%; with 50% employer match about $268,739 at 4% or $179,159 at 6%; with 100% employer match about $201,554 at 4% or $134,369 at 6%. |
| MATTHEW S. WALLACE, DDS, PLLC 401(K) PROFIT SHARING PLAN | - | 3 | $204,902 | $48,373 | $16,124iApproximate average salary by contribution assumption: employee only about $403,108 at 4% or $268,739 at 6%; with 50% employer match about $268,739 at 4% or $179,159 at 6%; with 100% employer match about $201,554 at 4% or $134,369 at 6%. |
| 2020 | 1 | 3 | $134,757 | $34,168 | $11,389iApproximate average salary by contribution assumption: employee only about $284,733 at 4% or $189,822 at 6%; with 50% employer match about $189,822 at 4% or $126,548 at 6%; with 100% employer match about $142,367 at 4% or $94,911 at 6%. |
| MATTHEW S WALLACE DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $134,757 | $34,168 | $11,389iApproximate average salary by contribution assumption: employee only about $284,733 at 4% or $189,822 at 6%; with 50% employer match about $189,822 at 4% or $126,548 at 6%; with 100% employer match about $142,367 at 4% or $94,911 at 6%. |
| 2019 | 1 | 3 | $78,672 | $31,187 | $10,396iApproximate average salary by contribution assumption: employee only about $259,892 at 4% or $173,261 at 6%; with 50% employer match about $173,261 at 4% or $115,507 at 6%; with 100% employer match about $129,946 at 4% or $86,631 at 6%. |
| MATTHEW S WALLACE DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $78,672 | $31,187 | $10,396iApproximate average salary by contribution assumption: employee only about $259,892 at 4% or $173,261 at 6%; with 50% employer match about $173,261 at 4% or $115,507 at 6%; with 100% employer match about $129,946 at 4% or $86,631 at 6%. |
| 2018 | 1 | 2 | $33,132 | $21,446 | $10,723iApproximate average salary by contribution assumption: employee only about $268,075 at 4% or $178,717 at 6%; with 50% employer match about $178,717 at 4% or $119,144 at 6%; with 100% employer match about $134,038 at 4% or $89,358 at 6%. |
| MATTHEW S WALLACE DDS PLLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $33,132 | $21,446 | $10,723iApproximate average salary by contribution assumption: employee only about $268,075 at 4% or $178,717 at 6%; with 50% employer match about $178,717 at 4% or $119,144 at 6%; with 100% employer match about $134,038 at 4% or $89,358 at 6%. |
| 2017 | 1 | 2 | $15,637 | $12,281 | $6,141iApproximate average salary by contribution assumption: employee only about $153,513 at 4% or $102,342 at 6%; with 50% employer match about $102,342 at 4% or $68,228 at 6%; with 100% employer match about $76,756 at 4% or $51,171 at 6%. |
| MATTHEW S WALLACE DDS PLLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $15,637 | $12,281 | $6,141iApproximate average salary by contribution assumption: employee only about $153,513 at 4% or $102,342 at 6%; with 50% employer match about $102,342 at 4% or $68,228 at 6%; with 100% employer match about $76,756 at 4% or $51,171 at 6%. |
| 2016 | 1 | 2 | $1,627 | $1,622 | $811iApproximate average salary by contribution assumption: employee only about $20,275 at 4% or $13,517 at 6%; with 50% employer match about $13,517 at 4% or $9,011 at 6%; with 100% employer match about $10,138 at 4% or $6,758 at 6%. |
| MATTHEW S WALLACE DDS PLLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $1,627 | $1,622 | $811iApproximate average salary by contribution assumption: employee only about $20,275 at 4% or $13,517 at 6%; with 50% employer match about $13,517 at 4% or $9,011 at 6%; with 100% employer match about $10,138 at 4% or $6,758 at 6%. |