Civic Intelligence

Terry R. Wallen, D.D.S., P.S.

Plan context: Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust

EIN 91-1085084 • Federal Way, WA • 20 filings • 4 plans

114 SW 330th, Ste 200Federal Way, WA 98023
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$2,830,453

2019 Contributions

$36,400

Historical Graphs

Total Assets Over Time

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

$5,146,508$2,573,254$0199920112017YearValue
$2,830,453Latest year 2017

Participants Over Time

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

1470199920082017YearValue
8Latest year 2017

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
201910$0$0-
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-0$0--
201718$2,830,453$36,400$4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$2,830,453$36,400$4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%.
201618$2,556,853$35,050$4,381iApproximate average salary by contribution assumption: employee only about $109,531 at 4% or $73,021 at 6%; with 50% employer match about $73,021 at 4% or $48,681 at 6%; with 100% employer match about $54,766 at 4% or $36,510 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$2,556,853$35,050$4,381iApproximate average salary by contribution assumption: employee only about $109,531 at 4% or $73,021 at 6%; with 50% employer match about $73,021 at 4% or $48,681 at 6%; with 100% employer match about $54,766 at 4% or $36,510 at 6%.
201518$2,297,009$50,414$6,302iApproximate average salary by contribution assumption: employee only about $157,544 at 4% or $105,029 at 6%; with 50% employer match about $105,029 at 4% or $70,019 at 6%; with 100% employer match about $78,772 at 4% or $52,515 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$2,297,009$50,414$6,302iApproximate average salary by contribution assumption: employee only about $157,544 at 4% or $105,029 at 6%; with 50% employer match about $105,029 at 4% or $70,019 at 6%; with 100% employer match about $78,772 at 4% or $52,515 at 6%.
201418$2,064,071$43,700$5,463iApproximate average salary by contribution assumption: employee only about $136,563 at 4% or $91,042 at 6%; with 50% employer match about $91,042 at 4% or $60,694 at 6%; with 100% employer match about $68,281 at 4% or $45,521 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$2,064,071$43,700$5,463iApproximate average salary by contribution assumption: employee only about $136,563 at 4% or $91,042 at 6%; with 50% employer match about $91,042 at 4% or $60,694 at 6%; with 100% employer match about $68,281 at 4% or $45,521 at 6%.
201317$2,150,981$40,113$5,730iApproximate average salary by contribution assumption: employee only about $143,261 at 4% or $95,507 at 6%; with 50% employer match about $95,507 at 4% or $63,671 at 6%; with 100% employer match about $71,630 at 4% or $47,754 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-7$2,150,981$40,113$5,730iApproximate average salary by contribution assumption: employee only about $143,261 at 4% or $95,507 at 6%; with 50% employer match about $95,507 at 4% or $63,671 at 6%; with 100% employer match about $71,630 at 4% or $47,754 at 6%.
201218$2,283,396$45,300$5,663iApproximate average salary by contribution assumption: employee only about $141,563 at 4% or $94,375 at 6%; with 50% employer match about $94,375 at 4% or $62,917 at 6%; with 100% employer match about $70,781 at 4% or $47,188 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$2,283,396$45,300$5,663iApproximate average salary by contribution assumption: employee only about $141,563 at 4% or $94,375 at 6%; with 50% employer match about $94,375 at 4% or $62,917 at 6%; with 100% employer match about $70,781 at 4% or $47,188 at 6%.
201119$2,103,506$45,175$5,019iApproximate average salary by contribution assumption: employee only about $125,486 at 4% or $83,657 at 6%; with 50% employer match about $83,657 at 4% or $55,772 at 6%; with 100% employer match about $62,743 at 4% or $41,829 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-9$2,103,506$45,175$5,019iApproximate average salary by contribution assumption: employee only about $125,486 at 4% or $83,657 at 6%; with 50% employer match about $83,657 at 4% or $55,772 at 6%; with 100% employer match about $62,743 at 4% or $41,829 at 6%.
201019$1,624,925$45,900$5,100iApproximate average salary by contribution assumption: employee only about $127,500 at 4% or $85,000 at 6%; with 50% employer match about $85,000 at 4% or $56,667 at 6%; with 100% employer match about $63,750 at 4% or $42,500 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-9$1,624,925$45,900$5,100iApproximate average salary by contribution assumption: employee only about $127,500 at 4% or $85,000 at 6%; with 50% employer match about $85,000 at 4% or $56,667 at 6%; with 100% employer match about $63,750 at 4% or $42,500 at 6%.
200919$1,770,936$45,725$5,081iApproximate average salary by contribution assumption: employee only about $127,014 at 4% or $84,676 at 6%; with 50% employer match about $84,676 at 4% or $56,451 at 6%; with 100% employer match about $63,507 at 4% or $42,338 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-9$1,770,936$45,725$5,081iApproximate average salary by contribution assumption: employee only about $127,014 at 4% or $84,676 at 6%; with 50% employer match about $84,676 at 4% or $56,451 at 6%; with 100% employer match about $63,507 at 4% or $42,338 at 6%.
2008110$0$0-
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-10---
2007111$0$0-
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-11---
2006113$5,146,508$135,684$10,437iApproximate average salary by contribution assumption: employee only about $260,931 at 4% or $173,954 at 6%; with 50% employer match about $173,954 at 4% or $115,969 at 6%; with 100% employer match about $130,465 at 4% or $86,977 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-13$5,146,508$135,684$10,437iApproximate average salary by contribution assumption: employee only about $260,931 at 4% or $173,954 at 6%; with 50% employer match about $173,954 at 4% or $115,969 at 6%; with 100% employer match about $130,465 at 4% or $86,977 at 6%.
2005112$4,274,170$126,494$10,541iApproximate average salary by contribution assumption: employee only about $263,529 at 4% or $175,686 at 6%; with 50% employer match about $175,686 at 4% or $117,124 at 6%; with 100% employer match about $131,765 at 4% or $87,843 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-12$4,274,170$126,494$10,541iApproximate average salary by contribution assumption: employee only about $263,529 at 4% or $175,686 at 6%; with 50% employer match about $175,686 at 4% or $117,124 at 6%; with 100% employer match about $131,765 at 4% or $87,843 at 6%.
2004112$3,989,830$129,454$10,788iApproximate average salary by contribution assumption: employee only about $269,696 at 4% or $179,797 at 6%; with 50% employer match about $179,797 at 4% or $119,865 at 6%; with 100% employer match about $134,848 at 4% or $89,899 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-12$3,989,830$129,454$10,788iApproximate average salary by contribution assumption: employee only about $269,696 at 4% or $179,797 at 6%; with 50% employer match about $179,797 at 4% or $119,865 at 6%; with 100% employer match about $134,848 at 4% or $89,899 at 6%.
2003113$0$0-
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-13---
2002112$0$0-
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-12---
2001113$0$0-
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-13---
2000114$0$0-
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-14---
1999113$3,368,202$115,639$8,895iApproximate average salary by contribution assumption: employee only about $222,383 at 4% or $148,255 at 6%; with 50% employer match about $148,255 at 4% or $98,837 at 6%; with 100% employer match about $111,191 at 4% or $74,128 at 6%.
Terry R. Wallen, D.D.S., P.S. 401K Profit Sharing Plan and Trust-13$3,368,202$115,639$8,895iApproximate average salary by contribution assumption: employee only about $222,383 at 4% or $148,255 at 6%; with 50% employer match about $148,255 at 4% or $98,837 at 6%; with 100% employer match about $111,191 at 4% or $74,128 at 6%.