Civic Intelligence

SHEILA PHELAN DDS, MS, INC.

Plan context: SHEILA PHELAN DDS, MS, INC. 401(K) PLAN

EIN 84-4530347 • Perrysburg, OH • 6 filings • 2 plans

880 Commerce DrivePerrysburg, OH 43551
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$778,324

2025 Contributions

$153,905

Historical Graphs

Total Assets Over Time

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

$778,324$389,162$0202020232025YearValue
$778,324Latest year 2025

Participants Over Time

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

1160202020232025YearValue
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$778,324$153,905$19,238iApproximate average salary by contribution assumption: employee only about $480,953 at 4% or $320,635 at 6%; with 50% employer match about $320,635 at 4% or $213,757 at 6%; with 100% employer match about $240,477 at 4% or $160,318 at 6%.
SHEILA PHELAN DDS, MS, INC. 401(K) PLAN-8$778,324$153,905$19,238iApproximate average salary by contribution assumption: employee only about $480,953 at 4% or $320,635 at 6%; with 50% employer match about $320,635 at 4% or $213,757 at 6%; with 100% employer match about $240,477 at 4% or $160,318 at 6%.
2024110$524,269$96,294$9,629iApproximate average salary by contribution assumption: employee only about $240,735 at 4% or $160,490 at 6%; with 50% employer match about $160,490 at 4% or $106,993 at 6%; with 100% employer match about $120,368 at 4% or $80,245 at 6%.
SHEILA PHELAN DDS MS INC 401(K) PLAN-10$524,269$96,294$9,629iApproximate average salary by contribution assumption: employee only about $240,735 at 4% or $160,490 at 6%; with 50% employer match about $160,490 at 4% or $106,993 at 6%; with 100% employer match about $120,368 at 4% or $80,245 at 6%.
2023111$374,222$49,865$4,533iApproximate average salary by contribution assumption: employee only about $113,330 at 4% or $75,553 at 6%; with 50% employer match about $75,553 at 4% or $50,369 at 6%; with 100% employer match about $56,665 at 4% or $37,777 at 6%.
SHEILA PHELAN DDS MS INC 401(K) PLAN-11$374,222$49,865$4,533iApproximate average salary by contribution assumption: employee only about $113,330 at 4% or $75,553 at 6%; with 50% employer match about $75,553 at 4% or $50,369 at 6%; with 100% employer match about $56,665 at 4% or $37,777 at 6%.
2022110$319,195$89,796$8,980iApproximate average salary by contribution assumption: employee only about $224,490 at 4% or $149,660 at 6%; with 50% employer match about $149,660 at 4% or $99,773 at 6%; with 100% employer match about $112,245 at 4% or $74,830 at 6%.
SHEILA PHELAN DDS MS INC 401(K) PLAN-10$319,195$89,796$8,980iApproximate average salary by contribution assumption: employee only about $224,490 at 4% or $149,660 at 6%; with 50% employer match about $149,660 at 4% or $99,773 at 6%; with 100% employer match about $112,245 at 4% or $74,830 at 6%.
2021111$279,097$124,202$11,291iApproximate average salary by contribution assumption: employee only about $282,277 at 4% or $188,185 at 6%; with 50% employer match about $188,185 at 4% or $125,457 at 6%; with 100% employer match about $141,139 at 4% or $94,092 at 6%.
SHEILA PHELAN DDS MS INC 401(K) PLAN-11$279,097$124,202$11,291iApproximate average salary by contribution assumption: employee only about $282,277 at 4% or $188,185 at 6%; with 50% employer match about $188,185 at 4% or $125,457 at 6%; with 100% employer match about $141,139 at 4% or $94,092 at 6%.
202017$136,167$132,566$18,938iApproximate average salary by contribution assumption: employee only about $473,450 at 4% or $315,633 at 6%; with 50% employer match about $315,633 at 4% or $210,422 at 6%; with 100% employer match about $236,725 at 4% or $157,817 at 6%.
SHEILA PHELAN DDS MS INC 401(K) PLAN-7$136,167$132,566$18,938iApproximate average salary by contribution assumption: employee only about $473,450 at 4% or $315,633 at 6%; with 50% employer match about $315,633 at 4% or $210,422 at 6%; with 100% employer match about $236,725 at 4% or $157,817 at 6%.