Civic Intelligence

David M. Alex, D.D.S. PC.

Plan context: David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust

EIN 93-0723472 • Medford, OR • 19 filings • 2 plans

2811 Leonard AvenueMedford, OR 97504-5866
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$535

2018 Contributions

$19,103

Historical Graphs

Total Assets Over Time

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

$1,169,320$584,660$0199920092017YearValue
$535Latest year 2017

Participants Over Time

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

630199920092017YearValue
2Latest 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
201810$0$0-
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-0$0--
201712$535$0-
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-2$535--
201614$1,169,320$19,103$4,776iApproximate average salary by contribution assumption: employee only about $119,394 at 4% or $79,596 at 6%; with 50% employer match about $79,596 at 4% or $53,064 at 6%; with 100% employer match about $59,697 at 4% or $39,798 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-4$1,169,320$19,103$4,776iApproximate average salary by contribution assumption: employee only about $119,394 at 4% or $79,596 at 6%; with 50% employer match about $79,596 at 4% or $53,064 at 6%; with 100% employer match about $59,697 at 4% or $39,798 at 6%.
201514$1,145,353$66,626$16,657iApproximate average salary by contribution assumption: employee only about $416,413 at 4% or $277,608 at 6%; with 50% employer match about $277,608 at 4% or $185,072 at 6%; with 100% employer match about $208,206 at 4% or $138,804 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-4$1,145,353$66,626$16,657iApproximate average salary by contribution assumption: employee only about $416,413 at 4% or $277,608 at 6%; with 50% employer match about $277,608 at 4% or $185,072 at 6%; with 100% employer match about $208,206 at 4% or $138,804 at 6%.
201414$1,124,864$73,290$18,323iApproximate average salary by contribution assumption: employee only about $458,063 at 4% or $305,375 at 6%; with 50% employer match about $305,375 at 4% or $203,583 at 6%; with 100% employer match about $229,031 at 4% or $152,688 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-4$1,124,864$73,290$18,323iApproximate average salary by contribution assumption: employee only about $458,063 at 4% or $305,375 at 6%; with 50% employer match about $305,375 at 4% or $203,583 at 6%; with 100% employer match about $229,031 at 4% or $152,688 at 6%.
201315$1,047,145$68,151$13,630iApproximate average salary by contribution assumption: employee only about $340,755 at 4% or $227,170 at 6%; with 50% employer match about $227,170 at 4% or $151,447 at 6%; with 100% employer match about $170,378 at 4% or $113,585 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-5$1,047,145$68,151$13,630iApproximate average salary by contribution assumption: employee only about $340,755 at 4% or $227,170 at 6%; with 50% employer match about $227,170 at 4% or $151,447 at 6%; with 100% employer match about $170,378 at 4% or $113,585 at 6%.
201214$844,351$65,781$16,445iApproximate average salary by contribution assumption: employee only about $411,131 at 4% or $274,088 at 6%; with 50% employer match about $274,088 at 4% or $182,725 at 6%; with 100% employer match about $205,566 at 4% or $137,044 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-4$844,351$65,781$16,445iApproximate average salary by contribution assumption: employee only about $411,131 at 4% or $274,088 at 6%; with 50% employer match about $274,088 at 4% or $182,725 at 6%; with 100% employer match about $205,566 at 4% or $137,044 at 6%.
201116$725,608$66,839$11,140iApproximate average salary by contribution assumption: employee only about $278,496 at 4% or $185,664 at 6%; with 50% employer match about $185,664 at 4% or $123,776 at 6%; with 100% employer match about $139,248 at 4% or $92,832 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-6$725,608$66,839$11,140iApproximate average salary by contribution assumption: employee only about $278,496 at 4% or $185,664 at 6%; with 50% employer match about $185,664 at 4% or $123,776 at 6%; with 100% employer match about $139,248 at 4% or $92,832 at 6%.
201016$679,463$63,146$10,524iApproximate average salary by contribution assumption: employee only about $263,108 at 4% or $175,406 at 6%; with 50% employer match about $175,406 at 4% or $116,937 at 6%; with 100% employer match about $131,554 at 4% or $87,703 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-6$679,463$63,146$10,524iApproximate average salary by contribution assumption: employee only about $263,108 at 4% or $175,406 at 6%; with 50% employer match about $175,406 at 4% or $116,937 at 6%; with 100% employer match about $131,554 at 4% or $87,703 at 6%.
200915$580,923$65,178$13,036iApproximate average salary by contribution assumption: employee only about $325,890 at 4% or $217,260 at 6%; with 50% employer match about $217,260 at 4% or $144,840 at 6%; with 100% employer match about $162,945 at 4% or $108,630 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-5$580,923$65,178$13,036iApproximate average salary by contribution assumption: employee only about $325,890 at 4% or $217,260 at 6%; with 50% employer match about $217,260 at 4% or $144,840 at 6%; with 100% employer match about $162,945 at 4% or $108,630 at 6%.
200813$474,800$67,286$22,429iApproximate average salary by contribution assumption: employee only about $560,717 at 4% or $373,811 at 6%; with 50% employer match about $373,811 at 4% or $249,207 at 6%; with 100% employer match about $280,358 at 4% or $186,906 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-3$474,800$67,286$22,429iApproximate average salary by contribution assumption: employee only about $560,717 at 4% or $373,811 at 6%; with 50% employer match about $373,811 at 4% or $249,207 at 6%; with 100% employer match about $280,358 at 4% or $186,906 at 6%.
200715$614,818$76,813$15,363iApproximate average salary by contribution assumption: employee only about $384,065 at 4% or $256,043 at 6%; with 50% employer match about $256,043 at 4% or $170,696 at 6%; with 100% employer match about $192,033 at 4% or $128,022 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-5$614,818$76,813$15,363iApproximate average salary by contribution assumption: employee only about $384,065 at 4% or $256,043 at 6%; with 50% employer match about $256,043 at 4% or $170,696 at 6%; with 100% employer match about $192,033 at 4% or $128,022 at 6%.
200616$500,576$71,459$11,910iApproximate average salary by contribution assumption: employee only about $297,746 at 4% or $198,497 at 6%; with 50% employer match about $198,497 at 4% or $132,331 at 6%; with 100% employer match about $148,873 at 4% or $99,249 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-6$500,576$71,459$11,910iApproximate average salary by contribution assumption: employee only about $297,746 at 4% or $198,497 at 6%; with 50% employer match about $198,497 at 4% or $132,331 at 6%; with 100% employer match about $148,873 at 4% or $99,249 at 6%.
200416$308,017$65,466$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-6$308,017$65,466$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
200314$228,669$24,326$6,082iApproximate average salary by contribution assumption: employee only about $152,038 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-4$228,669$24,326$6,082iApproximate average salary by contribution assumption: employee only about $152,038 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%.
200214$182,334$23,859$5,965iApproximate average salary by contribution assumption: employee only about $149,119 at 4% or $99,413 at 6%; with 50% employer match about $99,413 at 4% or $66,275 at 6%; with 100% employer match about $74,559 at 4% or $49,706 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-4$182,334$23,859$5,965iApproximate average salary by contribution assumption: employee only about $149,119 at 4% or $99,413 at 6%; with 50% employer match about $99,413 at 4% or $66,275 at 6%; with 100% employer match about $74,559 at 4% or $49,706 at 6%.
200115$202,326$22,275$4,455iApproximate average salary by contribution assumption: employee only about $111,375 at 4% or $74,250 at 6%; with 50% employer match about $74,250 at 4% or $49,500 at 6%; with 100% employer match about $55,688 at 4% or $37,125 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-5$202,326$22,275$4,455iApproximate average salary by contribution assumption: employee only about $111,375 at 4% or $74,250 at 6%; with 50% employer match about $74,250 at 4% or $49,500 at 6%; with 100% employer match about $55,688 at 4% or $37,125 at 6%.
200014$216,759$28,020$7,005iApproximate average salary by contribution assumption: employee only about $175,125 at 4% or $116,750 at 6%; with 50% employer match about $116,750 at 4% or $77,833 at 6%; with 100% employer match about $87,563 at 4% or $58,375 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-4$216,759$28,020$7,005iApproximate average salary by contribution assumption: employee only about $175,125 at 4% or $116,750 at 6%; with 50% employer match about $116,750 at 4% or $77,833 at 6%; with 100% employer match about $87,563 at 4% or $58,375 at 6%.
199916$231,213$23,419$3,903iApproximate average salary by contribution assumption: employee only about $97,579 at 4% or $65,053 at 6%; with 50% employer match about $65,053 at 4% or $43,369 at 6%; with 100% employer match about $48,790 at 4% or $32,526 at 6%.
David M. Alex, D.D.S. PC. 401K Profit Sharing Plan & Trust-6$231,213$23,419$3,903iApproximate average salary by contribution assumption: employee only about $97,579 at 4% or $65,053 at 6%; with 50% employer match about $65,053 at 4% or $43,369 at 6%; with 100% employer match about $48,790 at 4% or $32,526 at 6%.