Charles E. Wallace, D.D.S., P.S.
Plan context: Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan
EIN 91-2014191 • Seattle, WA • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$3,323,893
2025 Contributions
$203,050
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $3,323,893 | $203,050 | $22,561iApproximate average salary by contribution assumption: employee only about $564,028 at 4% or $376,019 at 6%; with 50% employer match about $376,019 at 4% or $250,679 at 6%; with 100% employer match about $282,014 at 4% or $188,009 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 9 | $3,323,893 | $203,050 | $22,561iApproximate average salary by contribution assumption: employee only about $564,028 at 4% or $376,019 at 6%; with 50% employer match about $376,019 at 4% or $250,679 at 6%; with 100% employer match about $282,014 at 4% or $188,009 at 6%. |
| 2024 | 1 | 10 | $2,962,471 | $178,849 | $17,885iApproximate average salary by contribution assumption: employee only about $447,123 at 4% or $298,082 at 6%; with 50% employer match about $298,082 at 4% or $198,721 at 6%; with 100% employer match about $223,561 at 4% or $149,041 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 10 | $2,962,471 | $178,849 | $17,885iApproximate average salary by contribution assumption: employee only about $447,123 at 4% or $298,082 at 6%; with 50% employer match about $298,082 at 4% or $198,721 at 6%; with 100% employer match about $223,561 at 4% or $149,041 at 6%. |
| 2023 | 1 | 12 | $3,981,777 | $105,275 | $8,773iApproximate average salary by contribution assumption: employee only about $219,323 at 4% or $146,215 at 6%; with 50% employer match about $146,215 at 4% or $97,477 at 6%; with 100% employer match about $109,661 at 4% or $73,108 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 12 | $3,981,777 | $105,275 | $8,773iApproximate average salary by contribution assumption: employee only about $219,323 at 4% or $146,215 at 6%; with 50% employer match about $146,215 at 4% or $97,477 at 6%; with 100% employer match about $109,661 at 4% or $73,108 at 6%. |
| 2022 | 1 | 12 | $3,518,400 | $154,396 | $12,866iApproximate average salary by contribution assumption: employee only about $321,658 at 4% or $214,439 at 6%; with 50% employer match about $214,439 at 4% or $142,959 at 6%; with 100% employer match about $160,829 at 4% or $107,219 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 12 | $3,518,400 | $154,396 | $12,866iApproximate average salary by contribution assumption: employee only about $321,658 at 4% or $214,439 at 6%; with 50% employer match about $214,439 at 4% or $142,959 at 6%; with 100% employer match about $160,829 at 4% or $107,219 at 6%. |
| 2021 | 1 | 10 | $3,644,945 | $141,926 | $14,193iApproximate average salary by contribution assumption: employee only about $354,815 at 4% or $236,543 at 6%; with 50% employer match about $236,543 at 4% or $157,696 at 6%; with 100% employer match about $177,408 at 4% or $118,272 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 10 | $3,644,945 | $141,926 | $14,193iApproximate average salary by contribution assumption: employee only about $354,815 at 4% or $236,543 at 6%; with 50% employer match about $236,543 at 4% or $157,696 at 6%; with 100% employer match about $177,408 at 4% or $118,272 at 6%. |
| 2020 | 1 | 10 | $3,095,123 | $133,769 | $13,377iApproximate average salary by contribution assumption: employee only about $334,423 at 4% or $222,948 at 6%; with 50% employer match about $222,948 at 4% or $148,632 at 6%; with 100% employer match about $167,211 at 4% or $111,474 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 10 | $3,095,123 | $133,769 | $13,377iApproximate average salary by contribution assumption: employee only about $334,423 at 4% or $222,948 at 6%; with 50% employer match about $222,948 at 4% or $148,632 at 6%; with 100% employer match about $167,211 at 4% or $111,474 at 6%. |
| 2019 | 1 | 10 | $2,825,949 | $135,449 | $13,545iApproximate average salary by contribution assumption: employee only about $338,623 at 4% or $225,748 at 6%; with 50% employer match about $225,748 at 4% or $150,499 at 6%; with 100% employer match about $169,311 at 4% or $112,874 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 10 | $2,825,949 | $135,449 | $13,545iApproximate average salary by contribution assumption: employee only about $338,623 at 4% or $225,748 at 6%; with 50% employer match about $225,748 at 4% or $150,499 at 6%; with 100% employer match about $169,311 at 4% or $112,874 at 6%. |
| 2018 | 1 | 9 | $2,856,498 | $157,121 | $17,458iApproximate average salary by contribution assumption: employee only about $436,447 at 4% or $290,965 at 6%; with 50% employer match about $290,965 at 4% or $193,977 at 6%; with 100% employer match about $218,224 at 4% or $145,482 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 9 | $2,856,498 | $157,121 | $17,458iApproximate average salary by contribution assumption: employee only about $436,447 at 4% or $290,965 at 6%; with 50% employer match about $290,965 at 4% or $193,977 at 6%; with 100% employer match about $218,224 at 4% or $145,482 at 6%. |
| 2017 | 1 | 9 | $2,984,940 | $157,059 | $17,451iApproximate average salary by contribution assumption: employee only about $436,275 at 4% or $290,850 at 6%; with 50% employer match about $290,850 at 4% or $193,900 at 6%; with 100% employer match about $218,138 at 4% or $145,425 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 9 | $2,984,940 | $157,059 | $17,451iApproximate average salary by contribution assumption: employee only about $436,275 at 4% or $290,850 at 6%; with 50% employer match about $290,850 at 4% or $193,900 at 6%; with 100% employer match about $218,138 at 4% or $145,425 at 6%. |
| 2016 | 1 | 9 | $2,524,658 | $152,639 | $16,960iApproximate average salary by contribution assumption: employee only about $423,997 at 4% or $282,665 at 6%; with 50% employer match about $282,665 at 4% or $188,443 at 6%; with 100% employer match about $211,999 at 4% or $141,332 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 9 | $2,524,658 | $152,639 | $16,960iApproximate average salary by contribution assumption: employee only about $423,997 at 4% or $282,665 at 6%; with 50% employer match about $282,665 at 4% or $188,443 at 6%; with 100% employer match about $211,999 at 4% or $141,332 at 6%. |
| 2015 | 1 | 10 | $2,214,065 | $150,608 | $15,061iApproximate average salary by contribution assumption: employee only about $376,520 at 4% or $251,013 at 6%; with 50% employer match about $251,013 at 4% or $167,342 at 6%; with 100% employer match about $188,260 at 4% or $125,507 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 10 | $2,214,065 | $150,608 | $15,061iApproximate average salary by contribution assumption: employee only about $376,520 at 4% or $251,013 at 6%; with 50% employer match about $251,013 at 4% or $167,342 at 6%; with 100% employer match about $188,260 at 4% or $125,507 at 6%. |
| 2014 | 1 | 9 | $2,126,798 | $144,320 | $16,036iApproximate average salary by contribution assumption: employee only about $400,889 at 4% or $267,259 at 6%; with 50% employer match about $267,259 at 4% or $178,173 at 6%; with 100% employer match about $200,444 at 4% or $133,630 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 9 | $2,126,798 | $144,320 | $16,036iApproximate average salary by contribution assumption: employee only about $400,889 at 4% or $267,259 at 6%; with 50% employer match about $267,259 at 4% or $178,173 at 6%; with 100% employer match about $200,444 at 4% or $133,630 at 6%. |
| 2013 | 1 | 9 | $1,983,867 | $144,402 | $16,045iApproximate average salary by contribution assumption: employee only about $401,117 at 4% or $267,411 at 6%; with 50% employer match about $267,411 at 4% or $178,274 at 6%; with 100% employer match about $200,558 at 4% or $133,706 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 9 | $1,983,867 | $144,402 | $16,045iApproximate average salary by contribution assumption: employee only about $401,117 at 4% or $267,411 at 6%; with 50% employer match about $267,411 at 4% or $178,274 at 6%; with 100% employer match about $200,558 at 4% or $133,706 at 6%. |
| 2012 | 1 | 10 | $1,617,372 | $138,929 | $13,893iApproximate average salary by contribution assumption: employee only about $347,323 at 4% or $231,548 at 6%; with 50% employer match about $231,548 at 4% or $154,366 at 6%; with 100% employer match about $173,661 at 4% or $115,774 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 10 | $1,617,372 | $138,929 | $13,893iApproximate average salary by contribution assumption: employee only about $347,323 at 4% or $231,548 at 6%; with 50% employer match about $231,548 at 4% or $154,366 at 6%; with 100% employer match about $173,661 at 4% or $115,774 at 6%. |
| 2011 | 1 | 9 | $1,322,418 | $137,759 | $15,307iApproximate average salary by contribution assumption: employee only about $382,664 at 4% or $255,109 at 6%; with 50% employer match about $255,109 at 4% or $170,073 at 6%; with 100% employer match about $191,332 at 4% or $127,555 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 9 | $1,322,418 | $137,759 | $15,307iApproximate average salary by contribution assumption: employee only about $382,664 at 4% or $255,109 at 6%; with 50% employer match about $255,109 at 4% or $170,073 at 6%; with 100% employer match about $191,332 at 4% or $127,555 at 6%. |
| 2010 | 1 | 9 | $1,264,325 | $138,606 | $15,401iApproximate average salary by contribution assumption: employee only about $385,017 at 4% or $256,678 at 6%; with 50% employer match about $256,678 at 4% or $171,119 at 6%; with 100% employer match about $192,508 at 4% or $128,339 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 9 | $1,264,325 | $138,606 | $15,401iApproximate average salary by contribution assumption: employee only about $385,017 at 4% or $256,678 at 6%; with 50% employer match about $256,678 at 4% or $171,119 at 6%; with 100% employer match about $192,508 at 4% or $128,339 at 6%. |
| 2009 | 1 | 8 | $973,097 | $113,909 | $14,239iApproximate average salary by contribution assumption: employee only about $355,966 at 4% or $237,310 at 6%; with 50% employer match about $237,310 at 4% or $158,207 at 6%; with 100% employer match about $177,983 at 4% or $118,655 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 8 | $973,097 | $113,909 | $14,239iApproximate average salary by contribution assumption: employee only about $355,966 at 4% or $237,310 at 6%; with 50% employer match about $237,310 at 4% or $158,207 at 6%; with 100% employer match about $177,983 at 4% or $118,655 at 6%. |
| 2008 | 1 | 7 | $693,051 | $97,348 | $13,907iApproximate average salary by contribution assumption: employee only about $347,671 at 4% or $231,781 at 6%; with 50% employer match about $231,781 at 4% or $154,521 at 6%; with 100% employer match about $173,836 at 4% or $115,890 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 7 | $693,051 | $97,348 | $13,907iApproximate average salary by contribution assumption: employee only about $347,671 at 4% or $231,781 at 6%; with 50% employer match about $231,781 at 4% or $154,521 at 6%; with 100% employer match about $173,836 at 4% or $115,890 at 6%. |
| 2007 | 2 | 8 | $0 | $0 | - |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 8 | - | - | - |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 8 | - | - | - |
| 2006 | 1 | 8 | $863,578 | $108,539 | $13,567iApproximate average salary by contribution assumption: employee only about $339,184 at 4% or $226,123 at 6%; with 50% employer match about $226,123 at 4% or $150,749 at 6%; with 100% employer match about $169,592 at 4% or $113,061 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 8 | $863,578 | $108,539 | $13,567iApproximate average salary by contribution assumption: employee only about $339,184 at 4% or $226,123 at 6%; with 50% employer match about $226,123 at 4% or $150,749 at 6%; with 100% employer match about $169,592 at 4% or $113,061 at 6%. |
| 2005 | 1 | 8 | $665,203 | $94,370 | $11,796iApproximate average salary by contribution assumption: employee only about $294,906 at 4% or $196,604 at 6%; with 50% employer match about $196,604 at 4% or $131,069 at 6%; with 100% employer match about $147,453 at 4% or $98,302 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 8 | $665,203 | $94,370 | $11,796iApproximate average salary by contribution assumption: employee only about $294,906 at 4% or $196,604 at 6%; with 50% employer match about $196,604 at 4% or $131,069 at 6%; with 100% employer match about $147,453 at 4% or $98,302 at 6%. |
| 2004 | 1 | 8 | $543,391 | $89,670 | $11,209iApproximate average salary by contribution assumption: employee only about $280,219 at 4% or $186,813 at 6%; with 50% employer match about $186,813 at 4% or $124,542 at 6%; with 100% employer match about $140,109 at 4% or $93,406 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 8 | $543,391 | $89,670 | $11,209iApproximate average salary by contribution assumption: employee only about $280,219 at 4% or $186,813 at 6%; with 50% employer match about $186,813 at 4% or $124,542 at 6%; with 100% employer match about $140,109 at 4% or $93,406 at 6%. |
| 2003 | 1 | 8 | $423,398 | $80,650 | $10,081iApproximate average salary by contribution assumption: employee only about $252,031 at 4% or $168,021 at 6%; with 50% employer match about $168,021 at 4% or $112,014 at 6%; with 100% employer match about $126,016 at 4% or $84,010 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 8 | $423,398 | $80,650 | $10,081iApproximate average salary by contribution assumption: employee only about $252,031 at 4% or $168,021 at 6%; with 50% employer match about $168,021 at 4% or $112,014 at 6%; with 100% employer match about $126,016 at 4% or $84,010 at 6%. |
| 2002 | 1 | 7 | $249,104 | $76,381 | $10,912iApproximate average salary by contribution assumption: employee only about $272,789 at 4% or $181,860 at 6%; with 50% employer match about $181,860 at 4% or $121,240 at 6%; with 100% employer match about $136,395 at 4% or $90,930 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 7 | $249,104 | $76,381 | $10,912iApproximate average salary by contribution assumption: employee only about $272,789 at 4% or $181,860 at 6%; with 50% employer match about $181,860 at 4% or $121,240 at 6%; with 100% employer match about $136,395 at 4% or $90,930 at 6%. |
| 2001 | 1 | 7 | $205,812 | $66,579 | $9,511iApproximate average salary by contribution assumption: employee only about $237,782 at 4% or $158,521 at 6%; with 50% employer match about $158,521 at 4% or $105,681 at 6%; with 100% employer match about $118,891 at 4% or $79,261 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 7 | $205,812 | $66,579 | $9,511iApproximate average salary by contribution assumption: employee only about $237,782 at 4% or $158,521 at 6%; with 50% employer match about $158,521 at 4% or $105,681 at 6%; with 100% employer match about $118,891 at 4% or $79,261 at 6%. |
| 2000 | 1 | 7 | $196,610 | $53,833 | $7,690iApproximate average salary by contribution assumption: employee only about $192,261 at 4% or $128,174 at 6%; with 50% employer match about $128,174 at 4% or $85,449 at 6%; with 100% employer match about $96,130 at 4% or $64,087 at 6%. |
| Charles E. Wallace, D.D.S., P.S. 401(K) Retirement Savings Plan | - | 7 | $196,610 | $53,833 | $7,690iApproximate average salary by contribution assumption: employee only about $192,261 at 4% or $128,174 at 6%; with 50% employer match about $128,174 at 4% or $85,449 at 6%; with 100% employer match about $96,130 at 4% or $64,087 at 6%. |