Civic Intelligence

Alan D. Schupack Dds

Plan context: Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust

EIN 87-0790787 • Wallingford, CT • 26 filings • 4 plans

850 North Main Street ExtBldg 2 Ste 2BWallingford, CT 06492
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$6,232,834

2024 Contributions

$146,216

Historical Graphs

Total Assets Over Time

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

$6,232,834$3,116,417$0200820162024YearValue
$6,232,834Latest year 2024

Participants Over Time

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

1470200720162024YearValue
14Latest 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
2024114$6,232,834$146,216$10,444iApproximate average salary by contribution assumption: employee only about $261,100 at 4% or $174,067 at 6%; with 50% employer match about $174,067 at 4% or $116,044 at 6%; with 100% employer match about $130,550 at 4% or $87,033 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-14$6,232,834$146,216$10,444iApproximate average salary by contribution assumption: employee only about $261,100 at 4% or $174,067 at 6%; with 50% employer match about $174,067 at 4% or $116,044 at 6%; with 100% employer match about $130,550 at 4% or $87,033 at 6%.
2023114$5,463,310$194,400$13,886iApproximate average salary by contribution assumption: employee only about $347,143 at 4% or $231,429 at 6%; with 50% employer match about $231,429 at 4% or $154,286 at 6%; with 100% employer match about $173,571 at 4% or $115,714 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-14$5,463,310$194,400$13,886iApproximate average salary by contribution assumption: employee only about $347,143 at 4% or $231,429 at 6%; with 50% employer match about $231,429 at 4% or $154,286 at 6%; with 100% employer match about $173,571 at 4% or $115,714 at 6%.
2022114$4,985,188$195,569$13,969iApproximate average salary by contribution assumption: employee only about $349,230 at 4% or $232,820 at 6%; with 50% employer match about $232,820 at 4% or $155,213 at 6%; with 100% employer match about $174,615 at 4% or $116,410 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-14$4,985,188$195,569$13,969iApproximate average salary by contribution assumption: employee only about $349,230 at 4% or $232,820 at 6%; with 50% employer match about $232,820 at 4% or $155,213 at 6%; with 100% employer match about $174,615 at 4% or $116,410 at 6%.
2021113$5,402,148$185,208$14,247iApproximate average salary by contribution assumption: employee only about $356,169 at 4% or $237,446 at 6%; with 50% employer match about $237,446 at 4% or $158,297 at 6%; with 100% employer match about $178,085 at 4% or $118,723 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-13$5,402,148$185,208$14,247iApproximate average salary by contribution assumption: employee only about $356,169 at 4% or $237,446 at 6%; with 50% employer match about $237,446 at 4% or $158,297 at 6%; with 100% employer match about $178,085 at 4% or $118,723 at 6%.
2020214$5,234,938$267,511$19,108iApproximate average salary by contribution assumption: employee only about $477,698 at 4% or $318,465 at 6%; with 50% employer match about $318,465 at 4% or $212,310 at 6%; with 100% employer match about $238,849 at 4% or $159,233 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-14$4,625,273$267,511$19,108iApproximate average salary by contribution assumption: employee only about $477,698 at 4% or $318,465 at 6%; with 50% employer match about $318,465 at 4% or $212,310 at 6%; with 100% employer match about $238,849 at 4% or $159,233 at 6%.
ALAN D. SCHUPACK, DDS, LLC CASH BALANCE PLAN-1$609,665$0-
2019214$4,674,849$227,761$16,269iApproximate average salary by contribution assumption: employee only about $406,716 at 4% or $271,144 at 6%; with 50% employer match about $271,144 at 4% or $180,763 at 6%; with 100% employer match about $203,358 at 4% or $135,572 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-14$3,918,045$152,960$10,926iApproximate average salary by contribution assumption: employee only about $273,143 at 4% or $182,095 at 6%; with 50% employer match about $182,095 at 4% or $121,397 at 6%; with 100% employer match about $136,571 at 4% or $91,048 at 6%.
ALAN D. SCHUPACK, DDS, LLC CASH BALANCE PLAN-12$756,804$74,801$6,233iApproximate average salary by contribution assumption: employee only about $155,835 at 4% or $103,890 at 6%; with 50% employer match about $103,890 at 4% or $69,260 at 6%; with 100% employer match about $77,918 at 4% or $51,945 at 6%.
2018214$3,810,943$280,297$20,021iApproximate average salary by contribution assumption: employee only about $500,530 at 4% or $333,687 at 6%; with 50% employer match about $333,687 at 4% or $222,458 at 6%; with 100% employer match about $250,265 at 4% or $166,843 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-14$3,184,690$159,159$11,369iApproximate average salary by contribution assumption: employee only about $284,213 at 4% or $189,475 at 6%; with 50% employer match about $189,475 at 4% or $126,317 at 6%; with 100% employer match about $142,106 at 4% or $94,738 at 6%.
ALAN D. SCHUPACK, DDS, LLC CASH BALANCE PLAN-13$626,253$121,138$9,318iApproximate average salary by contribution assumption: employee only about $232,958 at 4% or $155,305 at 6%; with 50% employer match about $155,305 at 4% or $103,537 at 6%; with 100% employer match about $116,479 at 4% or $77,653 at 6%.
2017214$3,702,162$249,669$17,834iApproximate average salary by contribution assumption: employee only about $445,838 at 4% or $297,225 at 6%; with 50% employer match about $297,225 at 4% or $198,150 at 6%; with 100% employer match about $222,919 at 4% or $148,613 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-14$3,194,876$151,078$10,791iApproximate average salary by contribution assumption: employee only about $269,782 at 4% or $179,855 at 6%; with 50% employer match about $179,855 at 4% or $119,903 at 6%; with 100% employer match about $134,891 at 4% or $89,927 at 6%.
ALAN D. SCHUPACK, DDS, LLC CASH BALANCE PLAN-13$507,286$98,591$7,584iApproximate average salary by contribution assumption: employee only about $189,598 at 4% or $126,399 at 6%; with 50% employer match about $126,399 at 4% or $84,266 at 6%; with 100% employer match about $94,799 at 4% or $63,199 at 6%.
2016213$3,340,022$287,911$22,147iApproximate average salary by contribution assumption: employee only about $553,675 at 4% or $369,117 at 6%; with 50% employer match about $369,117 at 4% or $246,078 at 6%; with 100% employer match about $276,838 at 4% or $184,558 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-13$2,951,908$157,801$12,139iApproximate average salary by contribution assumption: employee only about $303,463 at 4% or $202,309 at 6%; with 50% employer match about $202,309 at 4% or $134,873 at 6%; with 100% employer match about $151,732 at 4% or $101,154 at 6%.
ALAN D. SCHUPACK, DDS, LLC CASH BALANCE PLAN-11$388,114$130,110$11,828iApproximate average salary by contribution assumption: employee only about $295,705 at 4% or $197,136 at 6%; with 50% employer match about $197,136 at 4% or $131,424 at 6%; with 100% employer match about $147,852 at 4% or $98,568 at 6%.
2015212$2,867,293$279,309$23,276iApproximate average salary by contribution assumption: employee only about $581,894 at 4% or $387,929 at 6%; with 50% employer match about $387,929 at 4% or $258,619 at 6%; with 100% employer match about $290,947 at 4% or $193,965 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-12$2,613,240$145,662$12,139iApproximate average salary by contribution assumption: employee only about $303,463 at 4% or $202,308 at 6%; with 50% employer match about $202,308 at 4% or $134,872 at 6%; with 100% employer match about $151,731 at 4% or $101,154 at 6%.
ALAN D. SCHUPACK, DDS, LLC CASH BALANCE PLAN-11$254,053$133,647$12,150iApproximate average salary by contribution assumption: employee only about $303,743 at 4% or $202,495 at 6%; with 50% employer match about $202,495 at 4% or $134,997 at 6%; with 100% employer match about $151,872 at 4% or $101,248 at 6%.
2014212$2,625,350$280,573$23,381iApproximate average salary by contribution assumption: employee only about $584,527 at 4% or $389,685 at 6%; with 50% employer match about $389,685 at 4% or $259,790 at 6%; with 100% employer match about $292,264 at 4% or $194,842 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-12$2,504,390$159,613$13,301iApproximate average salary by contribution assumption: employee only about $332,527 at 4% or $221,685 at 6%; with 50% employer match about $221,685 at 4% or $147,790 at 6%; with 100% employer match about $166,264 at 4% or $110,842 at 6%.
ALAN D. SCHUPACK, DDS, LLC CASH BALANCE PLAN-12$120,960$120,960$10,080iApproximate average salary by contribution assumption: employee only about $252,000 at 4% or $168,000 at 6%; with 50% employer match about $168,000 at 4% or $112,000 at 6%; with 100% employer match about $126,000 at 4% or $84,000 at 6%.
2013112$2,276,727$143,993$11,999iApproximate average salary by contribution assumption: employee only about $299,985 at 4% or $199,990 at 6%; with 50% employer match about $199,990 at 4% or $133,327 at 6%; with 100% employer match about $149,993 at 4% or $99,995 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-12$2,276,727$143,993$11,999iApproximate average salary by contribution assumption: employee only about $299,985 at 4% or $199,990 at 6%; with 50% employer match about $199,990 at 4% or $133,327 at 6%; with 100% employer match about $149,993 at 4% or $99,995 at 6%.
2012112$1,939,977$141,635$11,803iApproximate average salary by contribution assumption: employee only about $295,073 at 4% or $196,715 at 6%; with 50% employer match about $196,715 at 4% or $131,144 at 6%; with 100% employer match about $147,536 at 4% or $98,358 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-12$1,939,977$141,635$11,803iApproximate average salary by contribution assumption: employee only about $295,073 at 4% or $196,715 at 6%; with 50% employer match about $196,715 at 4% or $131,144 at 6%; with 100% employer match about $147,536 at 4% or $98,358 at 6%.
2011112$1,651,158$123,093$10,258iApproximate average salary by contribution assumption: employee only about $256,444 at 4% or $170,963 at 6%; with 50% employer match about $170,963 at 4% or $113,975 at 6%; with 100% employer match about $128,222 at 4% or $85,481 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-12$1,651,158$123,093$10,258iApproximate average salary by contribution assumption: employee only about $256,444 at 4% or $170,963 at 6%; with 50% employer match about $170,963 at 4% or $113,975 at 6%; with 100% employer match about $128,222 at 4% or $85,481 at 6%.
2010111$1,571,445$113,200$10,291iApproximate average salary by contribution assumption: employee only about $257,273 at 4% or $171,515 at 6%; with 50% employer match about $171,515 at 4% or $114,343 at 6%; with 100% employer match about $128,636 at 4% or $85,758 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-11$1,571,445$113,200$10,291iApproximate average salary by contribution assumption: employee only about $257,273 at 4% or $171,515 at 6%; with 50% employer match about $171,515 at 4% or $114,343 at 6%; with 100% employer match about $128,636 at 4% or $85,758 at 6%.
2009212$2,655,088$219,586$18,299iApproximate average salary by contribution assumption: employee only about $457,471 at 4% or $304,981 at 6%; with 50% employer match about $304,981 at 4% or $203,320 at 6%; with 100% employer match about $228,735 at 4% or $152,490 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-11$1,331,742$105,876$9,625iApproximate average salary by contribution assumption: employee only about $240,627 at 4% or $160,418 at 6%; with 50% employer match about $160,418 at 4% or $106,945 at 6%; with 100% employer match about $120,314 at 4% or $80,209 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-12$1,323,346$113,710$9,476iApproximate average salary by contribution assumption: employee only about $236,896 at 4% or $157,931 at 6%; with 50% employer match about $157,931 at 4% or $105,287 at 6%; with 100% employer match about $118,448 at 4% or $78,965 at 6%.
2008110$994,205$104,075$10,408iApproximate average salary by contribution assumption: employee only about $260,188 at 4% or $173,458 at 6%; with 50% employer match about $173,458 at 4% or $115,639 at 6%; with 100% employer match about $130,094 at 4% or $86,729 at 6%.
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-10$994,205$104,075$10,408iApproximate average salary by contribution assumption: employee only about $260,188 at 4% or $173,458 at 6%; with 50% employer match about $173,458 at 4% or $115,639 at 6%; with 100% employer match about $130,094 at 4% or $86,729 at 6%.
2007111$0$0-
Alan D. Schupack Dds 401(K) Profit Sharing Plan and Trust-11---