Civic Intelligence

Walter J. James, D.D.S.

Plan context: WALTER J. JAMES, D.D.S. CASH BALANCE PLAN

EIN 83-0364163 • Shreveport, LA • 31 filings • 2 plans

915 Shreveport Barksdale Hwy.Shreveport, LA 71105-2205
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$773,687

2023 Contributions

$242,672

Historical Graphs

Total Assets Over Time

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

$2,464,970$1,232,485$0200620152022YearValue
$773,687Latest year 2022

Participants Over Time

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

950200620142022YearValue
7Latest year 2022

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
202310$0$0-
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-0$0$0-
202227$773,687$0-
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-7$773,687$0-
Walter J. James, D.D.S. 401K Plan-0$0--
202129$2,464,970$242,672$26,964iApproximate average salary by contribution assumption: employee only about $674,089 at 4% or $449,393 at 6%; with 50% employer match about $449,393 at 4% or $299,595 at 6%; with 100% employer match about $337,044 at 4% or $224,696 at 6%.
Walter J. James, D.D.S. 401K Plan-9$1,598,236$242,672$26,964iApproximate average salary by contribution assumption: employee only about $674,089 at 4% or $449,393 at 6%; with 50% employer match about $449,393 at 4% or $299,595 at 6%; with 100% employer match about $337,044 at 4% or $224,696 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-7$866,734$0-
202028$2,141,858$96,487$12,061iApproximate average salary by contribution assumption: employee only about $301,522 at 4% or $201,015 at 6%; with 50% employer match about $201,015 at 4% or $134,010 at 6%; with 100% employer match about $150,761 at 4% or $100,507 at 6%.
Walter J. James, D.D.S. 401K Plan-8$1,372,977$70,321$8,790iApproximate average salary by contribution assumption: employee only about $219,753 at 4% or $146,502 at 6%; with 50% employer match about $146,502 at 4% or $97,668 at 6%; with 100% employer match about $109,877 at 4% or $73,251 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-7$768,881$26,166$3,738iApproximate average salary by contribution assumption: employee only about $93,450 at 4% or $62,300 at 6%; with 50% employer match about $62,300 at 4% or $41,533 at 6%; with 100% employer match about $46,725 at 4% or $31,150 at 6%.
201928$1,866,428$8,576$1,072iApproximate average salary by contribution assumption: employee only about $26,800 at 4% or $17,867 at 6%; with 50% employer match about $17,867 at 4% or $11,911 at 6%; with 100% employer match about $13,400 at 4% or $8,933 at 6%.
Walter J. James, D.D.S. 401K Plan-8$1,219,045$8,576$1,072iApproximate average salary by contribution assumption: employee only about $26,800 at 4% or $17,867 at 6%; with 50% employer match about $17,867 at 4% or $11,911 at 6%; with 100% employer match about $13,400 at 4% or $8,933 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-7$647,383$0-
201828$1,573,672$11,484$1,436iApproximate average salary by contribution assumption: employee only about $35,888 at 4% or $23,925 at 6%; with 50% employer match about $23,925 at 4% or $15,950 at 6%; with 100% employer match about $17,944 at 4% or $11,963 at 6%.
Walter J. James, D.D.S. 401K Plan-8$1,025,672$11,484$1,436iApproximate average salary by contribution assumption: employee only about $35,888 at 4% or $23,925 at 6%; with 50% employer match about $23,925 at 4% or $15,950 at 6%; with 100% employer match about $17,944 at 4% or $11,963 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-7$548,000$0-
201728$1,667,576$23,484$2,936iApproximate average salary by contribution assumption: employee only about $73,388 at 4% or $48,925 at 6%; with 50% employer match about $48,925 at 4% or $32,617 at 6%; with 100% employer match about $36,694 at 4% or $24,463 at 6%.
Walter J. James, D.D.S. 401K Plan-8$1,088,091$11,484$1,436iApproximate average salary by contribution assumption: employee only about $35,888 at 4% or $23,925 at 6%; with 50% employer match about $23,925 at 4% or $15,950 at 6%; with 100% employer match about $17,944 at 4% or $11,963 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-7$579,485$12,000$1,714iApproximate average salary by contribution assumption: employee only about $42,857 at 4% or $28,571 at 6%; with 50% employer match about $28,571 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%.
201628$1,458,960$47,887$5,986iApproximate average salary by contribution assumption: employee only about $149,647 at 4% or $99,765 at 6%; with 50% employer match about $99,765 at 4% or $66,510 at 6%; with 100% employer match about $74,823 at 4% or $49,882 at 6%.
Walter J. James, D.D.S. 401K Plan-8$956,949$12,887$1,611iApproximate average salary by contribution assumption: employee only about $40,272 at 4% or $26,848 at 6%; with 50% employer match about $26,848 at 4% or $17,899 at 6%; with 100% employer match about $20,136 at 4% or $13,424 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-7$502,011$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201528$1,401,987$91,294$11,412iApproximate average salary by contribution assumption: employee only about $285,294 at 4% or $190,196 at 6%; with 50% employer match about $190,196 at 4% or $126,797 at 6%; with 100% employer match about $142,647 at 4% or $95,098 at 6%.
Walter J. James, D.D.S. 401K Plan-8$964,288$62,294$7,787iApproximate average salary by contribution assumption: employee only about $194,669 at 4% or $129,779 at 6%; with 50% employer match about $129,779 at 4% or $86,519 at 6%; with 100% employer match about $97,334 at 4% or $64,890 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-8$437,699$29,000$3,625iApproximate average salary by contribution assumption: employee only about $90,625 at 4% or $60,417 at 6%; with 50% employer match about $60,417 at 4% or $40,278 at 6%; with 100% employer match about $45,313 at 4% or $30,208 at 6%.
201428$1,327,909$137,843$17,230iApproximate average salary by contribution assumption: employee only about $430,759 at 4% or $287,173 at 6%; with 50% employer match about $287,173 at 4% or $191,449 at 6%; with 100% employer match about $215,380 at 4% or $143,586 at 6%.
Walter J. James, D.D.S. 401K Plan-8$917,678$72,843$9,105iApproximate average salary by contribution assumption: employee only about $227,634 at 4% or $151,756 at 6%; with 50% employer match about $151,756 at 4% or $101,171 at 6%; with 100% employer match about $113,817 at 4% or $75,878 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-7$410,231$65,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
201328$1,142,983$163,234$20,404iApproximate average salary by contribution assumption: employee only about $510,106 at 4% or $340,071 at 6%; with 50% employer match about $340,071 at 4% or $226,714 at 6%; with 100% employer match about $255,053 at 4% or $170,035 at 6%.
Walter J. James, D.D.S. 401K Plan-8$806,163$78,106$9,763iApproximate average salary by contribution assumption: employee only about $244,081 at 4% or $162,721 at 6%; with 50% employer match about $162,721 at 4% or $108,481 at 6%; with 100% employer match about $122,041 at 4% or $81,360 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-8$336,820$85,128$10,641iApproximate average salary by contribution assumption: employee only about $266,025 at 4% or $177,350 at 6%; with 50% employer match about $177,350 at 4% or $118,233 at 6%; with 100% employer match about $133,013 at 4% or $88,675 at 6%.
201228$890,907$168,744$21,093iApproximate average salary by contribution assumption: employee only about $527,325 at 4% or $351,550 at 6%; with 50% employer match about $351,550 at 4% or $234,367 at 6%; with 100% employer match about $263,663 at 4% or $175,775 at 6%.
Walter J. James, D.D.S. 401K Plan-8$653,907$83,744$10,468iApproximate average salary by contribution assumption: employee only about $261,700 at 4% or $174,467 at 6%; with 50% employer match about $174,467 at 4% or $116,311 at 6%; with 100% employer match about $130,850 at 4% or $87,233 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-8$237,000$85,000$10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%.
201128$698,185$162,907$20,363iApproximate average salary by contribution assumption: employee only about $509,084 at 4% or $339,390 at 6%; with 50% employer match about $339,390 at 4% or $226,260 at 6%; with 100% employer match about $254,542 at 4% or $169,695 at 6%.
Walter J. James, D.D.S. 401K Plan-8$551,875$73,795$9,224iApproximate average salary by contribution assumption: employee only about $230,609 at 4% or $153,740 at 6%; with 50% employer match about $153,740 at 4% or $102,493 at 6%; with 100% employer match about $115,305 at 4% or $76,870 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-8$146,310$89,112$11,139iApproximate average salary by contribution assumption: employee only about $278,475 at 4% or $185,650 at 6%; with 50% employer match about $185,650 at 4% or $123,767 at 6%; with 100% employer match about $139,238 at 4% or $92,825 at 6%.
201029$541,024$132,293$14,699iApproximate average salary by contribution assumption: employee only about $367,481 at 4% or $244,987 at 6%; with 50% employer match about $244,987 at 4% or $163,325 at 6%; with 100% employer match about $183,740 at 4% or $122,494 at 6%.
Walter J. James, D.D.S. 401K Plan-9$483,765$75,034$8,337iApproximate average salary by contribution assumption: employee only about $208,428 at 4% or $138,952 at 6%; with 50% employer match about $138,952 at 4% or $92,635 at 6%; with 100% employer match about $104,214 at 4% or $69,476 at 6%.
WALTER J. JAMES, D.D.S. CASH BALANCE PLAN-8$57,259$57,259$7,157iApproximate average salary by contribution assumption: employee only about $178,934 at 4% or $119,290 at 6%; with 50% employer match about $119,290 at 4% or $79,526 at 6%; with 100% employer match about $89,467 at 4% or $59,645 at 6%.
200918$369,828$104,684$13,086iApproximate average salary by contribution assumption: employee only about $327,138 at 4% or $218,092 at 6%; with 50% employer match about $218,092 at 4% or $145,394 at 6%; with 100% employer match about $163,569 at 4% or $109,046 at 6%.
Walter J. James, D.D.S. 401K Plan-8$369,828$104,684$13,086iApproximate average salary by contribution assumption: employee only about $327,138 at 4% or $218,092 at 6%; with 50% employer match about $218,092 at 4% or $145,394 at 6%; with 100% employer match about $163,569 at 4% or $109,046 at 6%.
200817$215,083$99,538$14,220iApproximate average salary by contribution assumption: employee only about $355,493 at 4% or $236,995 at 6%; with 50% employer match about $236,995 at 4% or $157,997 at 6%; with 100% employer match about $177,746 at 4% or $118,498 at 6%.
Walter J. James, D.D.S. 401K Plan-7$215,083$99,538$14,220iApproximate average salary by contribution assumption: employee only about $355,493 at 4% or $236,995 at 6%; with 50% employer match about $236,995 at 4% or $157,997 at 6%; with 100% employer match about $177,746 at 4% or $118,498 at 6%.
200718$0$0-
Walter J. James, D.D.S. 401K Plan-8---
200618$84,392$84,454$10,557iApproximate average salary by contribution assumption: employee only about $263,919 at 4% or $175,946 at 6%; with 50% employer match about $175,946 at 4% or $117,297 at 6%; with 100% employer match about $131,959 at 4% or $87,973 at 6%.
Walter J. James, D.D.S. 401K Plan-8$84,392$84,454$10,557iApproximate average salary by contribution assumption: employee only about $263,919 at 4% or $175,946 at 6%; with 50% employer match about $175,946 at 4% or $117,297 at 6%; with 100% employer match about $131,959 at 4% or $87,973 at 6%.