Civic Intelligence

Michael J Wallace Dds Inc

Plan context: Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust

EIN 90-0291267 • Auburn, CA • 16 filings • 3 plans

1263 High StAuburn, CA 95603-5016
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$535,120

2024 Contributions

$24,146

Historical Graphs

Total Assets Over Time

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

$946,435$473,218$0200920172024YearValue
$535,120Latest year 2024

Participants Over Time

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

1370200920172024YearValue
13Latest 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
2024113$535,120$24,146$1,857iApproximate average salary by contribution assumption: employee only about $46,435 at 4% or $30,956 at 6%; with 50% employer match about $30,956 at 4% or $20,638 at 6%; with 100% employer match about $23,217 at 4% or $15,478 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-13$535,120$24,146$1,857iApproximate average salary by contribution assumption: employee only about $46,435 at 4% or $30,956 at 6%; with 50% employer match about $30,956 at 4% or $20,638 at 6%; with 100% employer match about $23,217 at 4% or $15,478 at 6%.
2023112$946,435$82,584$6,882iApproximate average salary by contribution assumption: employee only about $172,050 at 4% or $114,700 at 6%; with 50% employer match about $114,700 at 4% or $76,467 at 6%; with 100% employer match about $86,025 at 4% or $57,350 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-12$946,435$82,584$6,882iApproximate average salary by contribution assumption: employee only about $172,050 at 4% or $114,700 at 6%; with 50% employer match about $114,700 at 4% or $76,467 at 6%; with 100% employer match about $86,025 at 4% or $57,350 at 6%.
2022111$753,734$16,226$1,475iApproximate average salary by contribution assumption: employee only about $36,877 at 4% or $24,585 at 6%; with 50% employer match about $24,585 at 4% or $16,390 at 6%; with 100% employer match about $18,439 at 4% or $12,292 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-11$753,734$16,226$1,475iApproximate average salary by contribution assumption: employee only about $36,877 at 4% or $24,585 at 6%; with 50% employer match about $24,585 at 4% or $16,390 at 6%; with 100% employer match about $18,439 at 4% or $12,292 at 6%.
2021111$841,296$17,781$1,616iApproximate average salary by contribution assumption: employee only about $40,411 at 4% or $26,941 at 6%; with 50% employer match about $26,941 at 4% or $17,961 at 6%; with 100% employer match about $20,206 at 4% or $13,470 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-11$841,296$17,781$1,616iApproximate average salary by contribution assumption: employee only about $40,411 at 4% or $26,941 at 6%; with 50% employer match about $26,941 at 4% or $17,961 at 6%; with 100% employer match about $20,206 at 4% or $13,470 at 6%.
2020111$716,569$14,316$1,301iApproximate average salary by contribution assumption: employee only about $32,536 at 4% or $21,691 at 6%; with 50% employer match about $21,691 at 4% or $14,461 at 6%; with 100% employer match about $16,268 at 4% or $10,845 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-11$716,569$14,316$1,301iApproximate average salary by contribution assumption: employee only about $32,536 at 4% or $21,691 at 6%; with 50% employer match about $21,691 at 4% or $14,461 at 6%; with 100% employer match about $16,268 at 4% or $10,845 at 6%.
2019110$638,850$17,830$1,783iApproximate average salary by contribution assumption: employee only about $44,575 at 4% or $29,717 at 6%; with 50% employer match about $29,717 at 4% or $19,811 at 6%; with 100% employer match about $22,288 at 4% or $14,858 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-10$638,850$17,830$1,783iApproximate average salary by contribution assumption: employee only about $44,575 at 4% or $29,717 at 6%; with 50% employer match about $29,717 at 4% or $19,811 at 6%; with 100% employer match about $22,288 at 4% or $14,858 at 6%.
201818$534,281$22,729$2,841iApproximate average salary by contribution assumption: employee only about $71,028 at 4% or $47,352 at 6%; with 50% employer match about $47,352 at 4% or $31,568 at 6%; with 100% employer match about $35,514 at 4% or $23,676 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-8$534,281$22,729$2,841iApproximate average salary by contribution assumption: employee only about $71,028 at 4% or $47,352 at 6%; with 50% employer match about $47,352 at 4% or $31,568 at 6%; with 100% employer match about $35,514 at 4% or $23,676 at 6%.
201718$627,634$23,874$2,984iApproximate average salary by contribution assumption: employee only about $74,606 at 4% or $49,738 at 6%; with 50% employer match about $49,738 at 4% or $33,158 at 6%; with 100% employer match about $37,303 at 4% or $24,869 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-8$627,634$23,874$2,984iApproximate average salary by contribution assumption: employee only about $74,606 at 4% or $49,738 at 6%; with 50% employer match about $49,738 at 4% or $33,158 at 6%; with 100% employer match about $37,303 at 4% or $24,869 at 6%.
2016110$522,622$31,180$3,118iApproximate average salary by contribution assumption: employee only about $77,950 at 4% or $51,967 at 6%; with 50% employer match about $51,967 at 4% or $34,644 at 6%; with 100% employer match about $38,975 at 4% or $25,983 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-10$522,622$31,180$3,118iApproximate average salary by contribution assumption: employee only about $77,950 at 4% or $51,967 at 6%; with 50% employer match about $51,967 at 4% or $34,644 at 6%; with 100% employer match about $38,975 at 4% or $25,983 at 6%.
201519$476,269$24,562$2,729iApproximate average salary by contribution assumption: employee only about $68,228 at 4% or $45,485 at 6%; with 50% employer match about $45,485 at 4% or $30,323 at 6%; with 100% employer match about $34,114 at 4% or $22,743 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-9$476,269$24,562$2,729iApproximate average salary by contribution assumption: employee only about $68,228 at 4% or $45,485 at 6%; with 50% employer match about $45,485 at 4% or $30,323 at 6%; with 100% employer match about $34,114 at 4% or $22,743 at 6%.
201419$465,075$31,979$3,553iApproximate average salary by contribution assumption: employee only about $88,831 at 4% or $59,220 at 6%; with 50% employer match about $59,220 at 4% or $39,480 at 6%; with 100% employer match about $44,415 at 4% or $29,610 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-9$465,075$31,979$3,553iApproximate average salary by contribution assumption: employee only about $88,831 at 4% or $59,220 at 6%; with 50% employer match about $59,220 at 4% or $39,480 at 6%; with 100% employer match about $44,415 at 4% or $29,610 at 6%.
2013110$409,265$30,489$3,049iApproximate average salary by contribution assumption: employee only about $76,223 at 4% or $50,815 at 6%; with 50% employer match about $50,815 at 4% or $33,877 at 6%; with 100% employer match about $38,111 at 4% or $25,408 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-10$409,265$30,489$3,049iApproximate average salary by contribution assumption: employee only about $76,223 at 4% or $50,815 at 6%; with 50% employer match about $50,815 at 4% or $33,877 at 6%; with 100% employer match about $38,111 at 4% or $25,408 at 6%.
201218$307,949$23,547$2,943iApproximate average salary by contribution assumption: employee only about $73,584 at 4% or $49,056 at 6%; with 50% employer match about $49,056 at 4% or $32,704 at 6%; with 100% employer match about $36,792 at 4% or $24,528 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-8$307,949$23,547$2,943iApproximate average salary by contribution assumption: employee only about $73,584 at 4% or $49,056 at 6%; with 50% employer match about $49,056 at 4% or $32,704 at 6%; with 100% employer match about $36,792 at 4% or $24,528 at 6%.
201119$238,813$30,288$3,365iApproximate average salary by contribution assumption: employee only about $84,133 at 4% or $56,089 at 6%; with 50% employer match about $56,089 at 4% or $37,393 at 6%; with 100% employer match about $42,067 at 4% or $28,044 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-9$238,813$30,288$3,365iApproximate average salary by contribution assumption: employee only about $84,133 at 4% or $56,089 at 6%; with 50% employer match about $56,089 at 4% or $37,393 at 6%; with 100% employer match about $42,067 at 4% or $28,044 at 6%.
201014$220,599$18,026$4,507iApproximate average salary by contribution assumption: employee only about $112,663 at 4% or $75,108 at 6%; with 50% employer match about $75,108 at 4% or $50,072 at 6%; with 100% employer match about $56,331 at 4% or $37,554 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-4$220,599$18,026$4,507iApproximate average salary by contribution assumption: employee only about $112,663 at 4% or $75,108 at 6%; with 50% employer match about $75,108 at 4% or $50,072 at 6%; with 100% employer match about $56,331 at 4% or $37,554 at 6%.
200914$171,342$14,404$3,601iApproximate average salary by contribution assumption: employee only about $90,025 at 4% or $60,017 at 6%; with 50% employer match about $60,017 at 4% or $40,011 at 6%; with 100% employer match about $45,013 at 4% or $30,008 at 6%.
Michael J Wallace Dds Inc 401(K) Profit Sharing Plan & Trust-4$171,342$14,404$3,601iApproximate average salary by contribution assumption: employee only about $90,025 at 4% or $60,017 at 6%; with 50% employer match about $60,017 at 4% or $40,011 at 6%; with 100% employer match about $45,013 at 4% or $30,008 at 6%.