Civic Intelligence

Richard T. Waterman, Dds, L.L.C.

Plan context: Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust

EIN 84-1564528 • Greeley, CO • 23 filings • 4 plans

5240 W. 9th Street Drive, Suite 100Greeley, CO 80634
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,728,765

2025 Contributions

$79,997

Historical Graphs

Total Assets Over Time

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

$3,728,765$1,864,383$0200120152025YearValue
$3,728,765Latest year 2025

Participants Over Time

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

840200120142025YearValue
8Latest year 2025

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
202518$3,728,765$79,997$10,000iApproximate average salary by contribution assumption: employee only about $249,991 at 4% or $166,660 at 6%; with 50% employer match about $166,660 at 4% or $111,107 at 6%; with 100% employer match about $124,995 at 4% or $83,330 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-8$3,728,765$79,997$10,000iApproximate average salary by contribution assumption: employee only about $249,991 at 4% or $166,660 at 6%; with 50% employer match about $166,660 at 4% or $111,107 at 6%; with 100% employer match about $124,995 at 4% or $83,330 at 6%.
202417$3,453,364$88,338$12,620iApproximate average salary by contribution assumption: employee only about $315,493 at 4% or $210,329 at 6%; with 50% employer match about $210,329 at 4% or $140,219 at 6%; with 100% employer match about $157,746 at 4% or $105,164 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-7$3,453,364$88,338$12,620iApproximate average salary by contribution assumption: employee only about $315,493 at 4% or $210,329 at 6%; with 50% employer match about $210,329 at 4% or $140,219 at 6%; with 100% employer match about $157,746 at 4% or $105,164 at 6%.
202316$2,996,959$59,195$9,866iApproximate average salary by contribution assumption: employee only about $246,646 at 4% or $164,431 at 6%; with 50% employer match about $164,431 at 4% or $109,620 at 6%; with 100% employer match about $123,323 at 4% or $82,215 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-6$2,996,959$59,195$9,866iApproximate average salary by contribution assumption: employee only about $246,646 at 4% or $164,431 at 6%; with 50% employer match about $164,431 at 4% or $109,620 at 6%; with 100% employer match about $123,323 at 4% or $82,215 at 6%.
202218$2,514,392$117,762$14,720iApproximate average salary by contribution assumption: employee only about $368,006 at 4% or $245,338 at 6%; with 50% employer match about $245,338 at 4% or $163,558 at 6%; with 100% employer match about $184,003 at 4% or $122,669 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-8$2,514,392$117,762$14,720iApproximate average salary by contribution assumption: employee only about $368,006 at 4% or $245,338 at 6%; with 50% employer match about $245,338 at 4% or $163,558 at 6%; with 100% employer match about $184,003 at 4% or $122,669 at 6%.
202118$3,045,079$111,163$13,895iApproximate average salary by contribution assumption: employee only about $347,384 at 4% or $231,590 at 6%; with 50% employer match about $231,590 at 4% or $154,393 at 6%; with 100% employer match about $173,692 at 4% or $115,795 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-8$3,045,079$111,163$13,895iApproximate average salary by contribution assumption: employee only about $347,384 at 4% or $231,590 at 6%; with 50% employer match about $231,590 at 4% or $154,393 at 6%; with 100% employer match about $173,692 at 4% or $115,795 at 6%.
202017$2,569,655$109,639$15,663iApproximate average salary by contribution assumption: employee only about $391,568 at 4% or $261,045 at 6%; with 50% employer match about $261,045 at 4% or $174,030 at 6%; with 100% employer match about $195,784 at 4% or $130,523 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-7$2,569,655$109,639$15,663iApproximate average salary by contribution assumption: employee only about $391,568 at 4% or $261,045 at 6%; with 50% employer match about $261,045 at 4% or $174,030 at 6%; with 100% employer match about $195,784 at 4% or $130,523 at 6%.
201917$2,167,032$100,518$14,360iApproximate average salary by contribution assumption: employee only about $358,993 at 4% or $239,329 at 6%; with 50% employer match about $239,329 at 4% or $159,552 at 6%; with 100% employer match about $179,496 at 4% or $119,664 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-7$2,167,032$100,518$14,360iApproximate average salary by contribution assumption: employee only about $358,993 at 4% or $239,329 at 6%; with 50% employer match about $239,329 at 4% or $159,552 at 6%; with 100% employer match about $179,496 at 4% or $119,664 at 6%.
201817$1,698,177$102,016$14,574iApproximate average salary by contribution assumption: employee only about $364,343 at 4% or $242,895 at 6%; with 50% employer match about $242,895 at 4% or $161,930 at 6%; with 100% employer match about $182,171 at 4% or $121,448 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-7$1,698,177$102,016$14,574iApproximate average salary by contribution assumption: employee only about $364,343 at 4% or $242,895 at 6%; with 50% employer match about $242,895 at 4% or $161,930 at 6%; with 100% employer match about $182,171 at 4% or $121,448 at 6%.
201717$1,717,546$91,447$13,064iApproximate average salary by contribution assumption: employee only about $326,596 at 4% or $217,731 at 6%; with 50% employer match about $217,731 at 4% or $145,154 at 6%; with 100% employer match about $163,298 at 4% or $108,865 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-7$1,717,546$91,447$13,064iApproximate average salary by contribution assumption: employee only about $326,596 at 4% or $217,731 at 6%; with 50% employer match about $217,731 at 4% or $145,154 at 6%; with 100% employer match about $163,298 at 4% or $108,865 at 6%.
201617$1,383,811$81,635$11,662iApproximate average salary by contribution assumption: employee only about $291,554 at 4% or $194,369 at 6%; with 50% employer match about $194,369 at 4% or $129,579 at 6%; with 100% employer match about $145,777 at 4% or $97,185 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-7$1,383,811$81,635$11,662iApproximate average salary by contribution assumption: employee only about $291,554 at 4% or $194,369 at 6%; with 50% employer match about $194,369 at 4% or $129,579 at 6%; with 100% employer match about $145,777 at 4% or $97,185 at 6%.
201515$1,222,646$81,620$16,324iApproximate average salary by contribution assumption: employee only about $408,100 at 4% or $272,067 at 6%; with 50% employer match about $272,067 at 4% or $181,378 at 6%; with 100% employer match about $204,050 at 4% or $136,033 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-5$1,222,646$81,620$16,324iApproximate average salary by contribution assumption: employee only about $408,100 at 4% or $272,067 at 6%; with 50% employer match about $272,067 at 4% or $181,378 at 6%; with 100% employer match about $204,050 at 4% or $136,033 at 6%.
201415$1,241,476$80,050$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-5$1,241,476$80,050$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
201316$1,114,883$74,820$12,470iApproximate average salary by contribution assumption: employee only about $311,750 at 4% or $207,833 at 6%; with 50% employer match about $207,833 at 4% or $138,556 at 6%; with 100% employer match about $155,875 at 4% or $103,917 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-6$1,114,883$74,820$12,470iApproximate average salary by contribution assumption: employee only about $311,750 at 4% or $207,833 at 6%; with 50% employer match about $207,833 at 4% or $138,556 at 6%; with 100% employer match about $155,875 at 4% or $103,917 at 6%.
201216$859,600$66,601$11,100iApproximate average salary by contribution assumption: employee only about $277,504 at 4% or $185,003 at 6%; with 50% employer match about $185,003 at 4% or $123,335 at 6%; with 100% employer match about $138,752 at 4% or $92,501 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-6$859,600$66,601$11,100iApproximate average salary by contribution assumption: employee only about $277,504 at 4% or $185,003 at 6%; with 50% employer match about $185,003 at 4% or $123,335 at 6%; with 100% employer match about $138,752 at 4% or $92,501 at 6%.
201115$706,567$74,026$14,805iApproximate average salary by contribution assumption: employee only about $370,130 at 4% or $246,753 at 6%; with 50% employer match about $246,753 at 4% or $164,502 at 6%; with 100% employer match about $185,065 at 4% or $123,377 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-5$706,567$74,026$14,805iApproximate average salary by contribution assumption: employee only about $370,130 at 4% or $246,753 at 6%; with 50% employer match about $246,753 at 4% or $164,502 at 6%; with 100% employer match about $185,065 at 4% or $123,377 at 6%.
201017$691,962$87,810$12,544iApproximate average salary by contribution assumption: employee only about $313,607 at 4% or $209,071 at 6%; with 50% employer match about $209,071 at 4% or $139,381 at 6%; with 100% employer match about $156,804 at 4% or $104,536 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-7$691,962$87,810$12,544iApproximate average salary by contribution assumption: employee only about $313,607 at 4% or $209,071 at 6%; with 50% employer match about $209,071 at 4% or $139,381 at 6%; with 100% employer match about $156,804 at 4% or $104,536 at 6%.
200917$538,407$91,648$13,093iApproximate average salary by contribution assumption: employee only about $327,314 at 4% or $218,210 at 6%; with 50% employer match about $218,210 at 4% or $145,473 at 6%; with 100% employer match about $163,657 at 4% or $109,105 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-7$538,407$91,648$13,093iApproximate average salary by contribution assumption: employee only about $327,314 at 4% or $218,210 at 6%; with 50% employer match about $218,210 at 4% or $145,473 at 6%; with 100% employer match about $163,657 at 4% or $109,105 at 6%.
200714$0$0-
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-4---
200616$541,297$73,208$12,201iApproximate average salary by contribution assumption: employee only about $305,033 at 4% or $203,356 at 6%; with 50% employer match about $203,356 at 4% or $135,570 at 6%; with 100% employer match about $152,517 at 4% or $101,678 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-6$541,297$73,208$12,201iApproximate average salary by contribution assumption: employee only about $305,033 at 4% or $203,356 at 6%; with 50% employer match about $203,356 at 4% or $135,570 at 6%; with 100% employer match about $152,517 at 4% or $101,678 at 6%.
200516$411,427$70,510$11,752iApproximate average salary by contribution assumption: employee only about $293,792 at 4% or $195,861 at 6%; with 50% employer match about $195,861 at 4% or $130,574 at 6%; with 100% employer match about $146,896 at 4% or $97,931 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-6$411,427$70,510$11,752iApproximate average salary by contribution assumption: employee only about $293,792 at 4% or $195,861 at 6%; with 50% employer match about $195,861 at 4% or $130,574 at 6%; with 100% employer match about $146,896 at 4% or $97,931 at 6%.
200416$313,093$71,053$11,842iApproximate average salary by contribution assumption: employee only about $296,054 at 4% or $197,369 at 6%; with 50% employer match about $197,369 at 4% or $131,580 at 6%; with 100% employer match about $148,027 at 4% or $98,685 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-6$313,093$71,053$11,842iApproximate average salary by contribution assumption: employee only about $296,054 at 4% or $197,369 at 6%; with 50% employer match about $197,369 at 4% or $131,580 at 6%; with 100% employer match about $148,027 at 4% or $98,685 at 6%.
200315$216,153$64,206$12,841iApproximate average salary by contribution assumption: employee only about $321,030 at 4% or $214,020 at 6%; with 50% employer match about $214,020 at 4% or $142,680 at 6%; with 100% employer match about $160,515 at 4% or $107,010 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-5$216,153$64,206$12,841iApproximate average salary by contribution assumption: employee only about $321,030 at 4% or $214,020 at 6%; with 50% employer match about $214,020 at 4% or $142,680 at 6%; with 100% employer match about $160,515 at 4% or $107,010 at 6%.
200116$53,046$53,046$8,841iApproximate average salary by contribution assumption: employee only about $221,025 at 4% or $147,350 at 6%; with 50% employer match about $147,350 at 4% or $98,233 at 6%; with 100% employer match about $110,513 at 4% or $73,675 at 6%.
Richard T. Waterman, Dds, L.L.C/ 401(K) Profit Sharing Plan and Trust-6$53,046$53,046$8,841iApproximate average salary by contribution assumption: employee only about $221,025 at 4% or $147,350 at 6%; with 50% employer match about $147,350 at 4% or $98,233 at 6%; with 100% employer match about $110,513 at 4% or $73,675 at 6%.