Civic Intelligence

M.S. JOHNSON, PC

Plan context: LEGACY DENTAL RETIREMENT PLAN & TRUST

EIN 81-5228127 • Grand Forks, ND • 7 filings • 2 plans

117 N. Washington StreetGrand Forks, ND 58203
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,285,397

2024 Contributions

$135,413

Historical Graphs

Total Assets Over Time

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

$1,285,397$642,699$0201820212024YearValue
$1,285,397Latest year 2024

Participants Over Time

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

1890201820212024YearValue
18Latest 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
2024118$1,285,397$135,413$7,523iApproximate average salary by contribution assumption: employee only about $188,074 at 4% or $125,382 at 6%; with 50% employer match about $125,382 at 4% or $83,588 at 6%; with 100% employer match about $94,037 at 4% or $62,691 at 6%.
LEGACY DENTAL RETIREMENT PLAN & TRUST-18$1,285,397$135,413$7,523iApproximate average salary by contribution assumption: employee only about $188,074 at 4% or $125,382 at 6%; with 50% employer match about $125,382 at 4% or $83,588 at 6%; with 100% employer match about $94,037 at 4% or $62,691 at 6%.
2023115$1,070,157$192,962$12,864iApproximate average salary by contribution assumption: employee only about $321,603 at 4% or $214,402 at 6%; with 50% employer match about $214,402 at 4% or $142,935 at 6%; with 100% employer match about $160,802 at 4% or $107,201 at 6%.
LEGACY DENTAL RETIREMENT PLAN & TRUST-15$1,070,157$192,962$12,864iApproximate average salary by contribution assumption: employee only about $321,603 at 4% or $214,402 at 6%; with 50% employer match about $214,402 at 4% or $142,935 at 6%; with 100% employer match about $160,802 at 4% or $107,201 at 6%.
2022114$746,923$126,769$9,055iApproximate average salary by contribution assumption: employee only about $226,373 at 4% or $150,915 at 6%; with 50% employer match about $150,915 at 4% or $100,610 at 6%; with 100% employer match about $113,187 at 4% or $75,458 at 6%.
LEGACY DENTAL RETIREMENT PLAN & TRUST-14$746,923$126,769$9,055iApproximate average salary by contribution assumption: employee only about $226,373 at 4% or $150,915 at 6%; with 50% employer match about $150,915 at 4% or $100,610 at 6%; with 100% employer match about $113,187 at 4% or $75,458 at 6%.
2021114$741,313$121,753$8,697iApproximate average salary by contribution assumption: employee only about $217,416 at 4% or $144,944 at 6%; with 50% employer match about $144,944 at 4% or $96,629 at 6%; with 100% employer match about $108,708 at 4% or $72,472 at 6%.
CENTER FOR SMILE DESIGN RETIREMENT PLAN & TRUST-14$741,313$121,753$8,697iApproximate average salary by contribution assumption: employee only about $217,416 at 4% or $144,944 at 6%; with 50% employer match about $144,944 at 4% or $96,629 at 6%; with 100% employer match about $108,708 at 4% or $72,472 at 6%.
2020111$536,880$244,268$22,206iApproximate average salary by contribution assumption: employee only about $555,155 at 4% or $370,103 at 6%; with 50% employer match about $370,103 at 4% or $246,735 at 6%; with 100% employer match about $277,577 at 4% or $185,052 at 6%.
CENTER FOR SMILE DESIGN RETIREMENT PLAN & TRUST-11$536,880$244,268$22,206iApproximate average salary by contribution assumption: employee only about $555,155 at 4% or $370,103 at 6%; with 50% employer match about $370,103 at 4% or $246,735 at 6%; with 100% employer match about $277,577 at 4% or $185,052 at 6%.
201918$236,867$95,158$11,895iApproximate average salary by contribution assumption: employee only about $297,369 at 4% or $198,246 at 6%; with 50% employer match about $198,246 at 4% or $132,164 at 6%; with 100% employer match about $148,684 at 4% or $99,123 at 6%.
CENTER FOR SMILE DESIGN RETIREMENT PLAN & TRUST-8$236,867$95,158$11,895iApproximate average salary by contribution assumption: employee only about $297,369 at 4% or $198,246 at 6%; with 50% employer match about $198,246 at 4% or $132,164 at 6%; with 100% employer match about $148,684 at 4% or $99,123 at 6%.
201819$119,729$127,175$14,131iApproximate average salary by contribution assumption: employee only about $353,264 at 4% or $235,509 at 6%; with 50% employer match about $235,509 at 4% or $157,006 at 6%; with 100% employer match about $176,632 at 4% or $117,755 at 6%.
CENTER FOR SMILE DESIGN RETIREMENT PLAN & TRUST-9$119,729$127,175$14,131iApproximate average salary by contribution assumption: employee only about $353,264 at 4% or $235,509 at 6%; with 50% employer match about $235,509 at 4% or $157,006 at 6%; with 100% employer match about $176,632 at 4% or $117,755 at 6%.