Civic Intelligence

DALE L. MCNUTT, DMD, LLC

Plan context: DALE L MCNUTT DMD LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 84-3748668 • Lake Oswego, OR • 4 filings • 2 plans

16699 Boones Ferry Rd Ste 200Lake Oswego, OR 97035-4368
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$122,944

2025 Contributions

$35,435

Historical Graphs

Total Assets Over Time

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

$124,454$62,227$0202120242025YearValue
$122,944Latest year 2025

Participants Over Time

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

950202120242025YearValue
9Latest 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
202519$122,944$35,435$3,937iApproximate average salary by contribution assumption: employee only about $98,431 at 4% or $65,620 at 6%; with 50% employer match about $65,620 at 4% or $43,747 at 6%; with 100% employer match about $49,215 at 4% or $32,810 at 6%.
DALE L MCNUTT DMD LLC 401(K) PROFIT SHARING PLAN & TRUST-9$122,944$35,435$3,937iApproximate average salary by contribution assumption: employee only about $98,431 at 4% or $65,620 at 6%; with 50% employer match about $65,620 at 4% or $43,747 at 6%; with 100% employer match about $49,215 at 4% or $32,810 at 6%.
202419$110,158$41,122$4,569iApproximate average salary by contribution assumption: employee only about $114,228 at 4% or $76,152 at 6%; with 50% employer match about $76,152 at 4% or $50,768 at 6%; with 100% employer match about $57,114 at 4% or $38,076 at 6%.
DALE L MCNUTT DMD LLC 401(K) PROFIT SHARING PLAN & TRUST-9$110,158$41,122$4,569iApproximate average salary by contribution assumption: employee only about $114,228 at 4% or $76,152 at 6%; with 50% employer match about $76,152 at 4% or $50,768 at 6%; with 100% employer match about $57,114 at 4% or $38,076 at 6%.
202217$124,454$62,230$8,890iApproximate average salary by contribution assumption: employee only about $222,250 at 4% or $148,167 at 6%; with 50% employer match about $148,167 at 4% or $98,778 at 6%; with 100% employer match about $111,125 at 4% or $74,083 at 6%.
LAKE OSWEGO SMILES 401(K) PLAN-7$124,454$62,230$8,890iApproximate average salary by contribution assumption: employee only about $222,250 at 4% or $148,167 at 6%; with 50% employer match about $148,167 at 4% or $98,778 at 6%; with 100% employer match about $111,125 at 4% or $74,083 at 6%.
202118$81,277$78,700$9,838iApproximate average salary by contribution assumption: employee only about $245,938 at 4% or $163,958 at 6%; with 50% employer match about $163,958 at 4% or $109,306 at 6%; with 100% employer match about $122,969 at 4% or $81,979 at 6%.
LAKE OSWEGO SMILES 401(K) PLAN-8$81,277$78,700$9,838iApproximate average salary by contribution assumption: employee only about $245,938 at 4% or $163,958 at 6%; with 50% employer match about $163,958 at 4% or $109,306 at 6%; with 100% employer match about $122,969 at 4% or $81,979 at 6%.