Civic Intelligence

David B. Wiley, D.M.D.

Plan context: UPTOWN FAMILY DENTAL PROFIT SHARING PLAN

EIN 93-1212678 • Portland, OR • 29 filings • 5 plans

505 SW Westwood DrPortland, OR 97239
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$3,892,353

2024 Contributions

$167,070

Historical Graphs

Total Assets Over Time

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

$3,973,807$1,986,904$0200020122023YearValue
$3,892,353Latest year 2023

Participants Over Time

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

1470200020122023YearValue
13Latest year 2023

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
202410$0$167,070-
UPTOWN FAMILY DENTAL PROFIT SHARING PLAN-0$0$167,070-
2023113$3,892,353$133,046$10,234iApproximate average salary by contribution assumption: employee only about $255,858 at 4% or $170,572 at 6%; with 50% employer match about $170,572 at 4% or $113,715 at 6%; with 100% employer match about $127,929 at 4% or $85,286 at 6%.
UPTOWN FAMILY DENTAL PROFIT SHARING PLAN-13$3,892,353$133,046$10,234iApproximate average salary by contribution assumption: employee only about $255,858 at 4% or $170,572 at 6%; with 50% employer match about $170,572 at 4% or $113,715 at 6%; with 100% employer match about $127,929 at 4% or $85,286 at 6%.
2022111$3,203,086$108,366$9,851iApproximate average salary by contribution assumption: employee only about $246,286 at 4% or $164,191 at 6%; with 50% employer match about $164,191 at 4% or $109,461 at 6%; with 100% employer match about $123,143 at 4% or $82,095 at 6%.
UPTOWN FAMILY DENTAL PROFIT SHARING PLAN-11$3,203,086$108,366$9,851iApproximate average salary by contribution assumption: employee only about $246,286 at 4% or $164,191 at 6%; with 50% employer match about $164,191 at 4% or $109,461 at 6%; with 100% employer match about $123,143 at 4% or $82,095 at 6%.
2021111$3,973,807$177,473$16,134iApproximate average salary by contribution assumption: employee only about $403,348 at 4% or $268,898 at 6%; with 50% employer match about $268,898 at 4% or $179,266 at 6%; with 100% employer match about $201,674 at 4% or $134,449 at 6%.
UPTOWN FAMILY DENTAL PROFIT SHARING PLAN-11$3,973,807$177,473$16,134iApproximate average salary by contribution assumption: employee only about $403,348 at 4% or $268,898 at 6%; with 50% employer match about $268,898 at 4% or $179,266 at 6%; with 100% employer match about $201,674 at 4% or $134,449 at 6%.
2020112$3,517,441$143,649$11,971iApproximate average salary by contribution assumption: employee only about $299,269 at 4% or $199,513 at 6%; with 50% employer match about $199,513 at 4% or $133,008 at 6%; with 100% employer match about $149,634 at 4% or $99,756 at 6%.
UPTOWN FAMILY DENTAL PROFIT SHARING PLAN-12$3,517,441$143,649$11,971iApproximate average salary by contribution assumption: employee only about $299,269 at 4% or $199,513 at 6%; with 50% employer match about $199,513 at 4% or $133,008 at 6%; with 100% employer match about $149,634 at 4% or $99,756 at 6%.
2019114$2,858,922$163,778$11,698iApproximate average salary by contribution assumption: employee only about $292,461 at 4% or $194,974 at 6%; with 50% employer match about $194,974 at 4% or $129,983 at 6%; with 100% employer match about $146,230 at 4% or $97,487 at 6%.
UPTOWN FAMILY DENTAL PROFIT SHARING PLAN-14$2,858,922$163,778$11,698iApproximate average salary by contribution assumption: employee only about $292,461 at 4% or $194,974 at 6%; with 50% employer match about $194,974 at 4% or $129,983 at 6%; with 100% employer match about $146,230 at 4% or $97,487 at 6%.
2018112$2,186,879$146,525$12,210iApproximate average salary by contribution assumption: employee only about $305,260 at 4% or $203,507 at 6%; with 50% employer match about $203,507 at 4% or $135,671 at 6%; with 100% employer match about $152,630 at 4% or $101,753 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-12$2,186,879$146,525$12,210iApproximate average salary by contribution assumption: employee only about $305,260 at 4% or $203,507 at 6%; with 50% employer match about $203,507 at 4% or $135,671 at 6%; with 100% employer match about $152,630 at 4% or $101,753 at 6%.
2017112$2,229,382$126,847$10,571iApproximate average salary by contribution assumption: employee only about $264,265 at 4% or $176,176 at 6%; with 50% employer match about $176,176 at 4% or $117,451 at 6%; with 100% employer match about $132,132 at 4% or $88,088 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-12$2,229,382$126,847$10,571iApproximate average salary by contribution assumption: employee only about $264,265 at 4% or $176,176 at 6%; with 50% employer match about $176,176 at 4% or $117,451 at 6%; with 100% employer match about $132,132 at 4% or $88,088 at 6%.
2016112$1,814,355$129,405$10,784iApproximate average salary by contribution assumption: employee only about $269,594 at 4% or $179,729 at 6%; with 50% employer match about $179,729 at 4% or $119,819 at 6%; with 100% employer match about $134,797 at 4% or $89,865 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-12$1,814,355$129,405$10,784iApproximate average salary by contribution assumption: employee only about $269,594 at 4% or $179,729 at 6%; with 50% employer match about $179,729 at 4% or $119,819 at 6%; with 100% employer match about $134,797 at 4% or $89,865 at 6%.
2015110$1,607,873$89,686$8,969iApproximate average salary by contribution assumption: employee only about $224,215 at 4% or $149,477 at 6%; with 50% employer match about $149,477 at 4% or $99,651 at 6%; with 100% employer match about $112,108 at 4% or $74,738 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-10$1,607,873$89,686$8,969iApproximate average salary by contribution assumption: employee only about $224,215 at 4% or $149,477 at 6%; with 50% employer match about $149,477 at 4% or $99,651 at 6%; with 100% employer match about $112,108 at 4% or $74,738 at 6%.
2014111$1,552,819$111,813$10,165iApproximate average salary by contribution assumption: employee only about $254,120 at 4% or $169,414 at 6%; with 50% employer match about $169,414 at 4% or $112,942 at 6%; with 100% employer match about $127,060 at 4% or $84,707 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-11$1,552,819$111,813$10,165iApproximate average salary by contribution assumption: employee only about $254,120 at 4% or $169,414 at 6%; with 50% employer match about $169,414 at 4% or $112,942 at 6%; with 100% employer match about $127,060 at 4% or $84,707 at 6%.
201319$1,385,639$105,402$11,711iApproximate average salary by contribution assumption: employee only about $292,783 at 4% or $195,189 at 6%; with 50% employer match about $195,189 at 4% or $130,126 at 6%; with 100% employer match about $146,392 at 4% or $97,594 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-9$1,385,639$105,402$11,711iApproximate average salary by contribution assumption: employee only about $292,783 at 4% or $195,189 at 6%; with 50% employer match about $195,189 at 4% or $130,126 at 6%; with 100% employer match about $146,392 at 4% or $97,594 at 6%.
2012110$1,101,730$100,551$10,055iApproximate average salary by contribution assumption: employee only about $251,378 at 4% or $167,585 at 6%; with 50% employer match about $167,585 at 4% or $111,723 at 6%; with 100% employer match about $125,689 at 4% or $83,793 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-10$1,101,730$100,551$10,055iApproximate average salary by contribution assumption: employee only about $251,378 at 4% or $167,585 at 6%; with 50% employer match about $167,585 at 4% or $111,723 at 6%; with 100% employer match about $125,689 at 4% or $83,793 at 6%.
201118$863,795$68,424$8,553iApproximate average salary by contribution assumption: employee only about $213,825 at 4% or $142,550 at 6%; with 50% employer match about $142,550 at 4% or $95,033 at 6%; with 100% employer match about $106,913 at 4% or $71,275 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-8$863,795$68,424$8,553iApproximate average salary by contribution assumption: employee only about $213,825 at 4% or $142,550 at 6%; with 50% employer match about $142,550 at 4% or $95,033 at 6%; with 100% employer match about $106,913 at 4% or $71,275 at 6%.
201019$848,085$103,157$11,462iApproximate average salary by contribution assumption: employee only about $286,547 at 4% or $191,031 at 6%; with 50% employer match about $191,031 at 4% or $127,354 at 6%; with 100% employer match about $143,274 at 4% or $95,516 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-9$848,085$103,157$11,462iApproximate average salary by contribution assumption: employee only about $286,547 at 4% or $191,031 at 6%; with 50% employer match about $191,031 at 4% or $127,354 at 6%; with 100% employer match about $143,274 at 4% or $95,516 at 6%.
200918$653,584$78,148$9,769iApproximate average salary by contribution assumption: employee only about $244,213 at 4% or $162,808 at 6%; with 50% employer match about $162,808 at 4% or $108,539 at 6%; with 100% employer match about $122,106 at 4% or $81,404 at 6%.
DAVID B WILEY DMD LLC PROFIT SHARING PLAN-8$653,584$78,148$9,769iApproximate average salary by contribution assumption: employee only about $244,213 at 4% or $162,808 at 6%; with 50% employer match about $162,808 at 4% or $108,539 at 6%; with 100% employer match about $122,106 at 4% or $81,404 at 6%.
200817$0$0-
DAVID B. WILEY, D.M.D. 401K PROFIT SHARING PLAN-7---
200715$606,875$79,850$15,970iApproximate average salary by contribution assumption: employee only about $399,250 at 4% or $266,167 at 6%; with 50% employer match about $266,167 at 4% or $177,444 at 6%; with 100% employer match about $199,625 at 4% or $133,083 at 6%.
DAVID B. WILEY, D.M.D. 401K PROFIT SHARING PLAN-5$606,875$79,850$15,970iApproximate average salary by contribution assumption: employee only about $399,250 at 4% or $266,167 at 6%; with 50% employer match about $266,167 at 4% or $177,444 at 6%; with 100% employer match about $199,625 at 4% or $133,083 at 6%.
200616$531,685$83,671$13,945iApproximate average salary by contribution assumption: employee only about $348,629 at 4% or $232,419 at 6%; with 50% employer match about $232,419 at 4% or $154,946 at 6%; with 100% employer match about $174,315 at 4% or $116,210 at 6%.
DAVID B. WILEY, D.M.D. 401K PROFIT SHARING PLAN-6$531,685$83,671$13,945iApproximate average salary by contribution assumption: employee only about $348,629 at 4% or $232,419 at 6%; with 50% employer match about $232,419 at 4% or $154,946 at 6%; with 100% employer match about $174,315 at 4% or $116,210 at 6%.
200517$384,810$81,174$11,596iApproximate average salary by contribution assumption: employee only about $289,907 at 4% or $193,271 at 6%; with 50% employer match about $193,271 at 4% or $128,848 at 6%; with 100% employer match about $144,954 at 4% or $96,636 at 6%.
DAVID B. WILEY, D.M.D.-7$384,810$81,174$11,596iApproximate average salary by contribution assumption: employee only about $289,907 at 4% or $193,271 at 6%; with 50% employer match about $193,271 at 4% or $128,848 at 6%; with 100% employer match about $144,954 at 4% or $96,636 at 6%.
200425$292,512$85,923$17,185iApproximate average salary by contribution assumption: employee only about $429,615 at 4% or $286,410 at 6%; with 50% employer match about $286,410 at 4% or $190,940 at 6%; with 100% employer match about $214,807 at 4% or $143,205 at 6%.
DAVID B. WILEY, D.M.D. 401K PROFIT SHARING PLAN-5$292,512$85,923$17,185iApproximate average salary by contribution assumption: employee only about $429,615 at 4% or $286,410 at 6%; with 50% employer match about $286,410 at 4% or $190,940 at 6%; with 100% employer match about $214,807 at 4% or $143,205 at 6%.
David B. Wiley, D.M.D. Money Purchase Pension Plan-0---
200325$183,511$78,706$15,741iApproximate average salary by contribution assumption: employee only about $393,530 at 4% or $262,353 at 6%; with 50% employer match about $262,353 at 4% or $174,902 at 6%; with 100% employer match about $196,765 at 4% or $131,177 at 6%.
DAVID B. WILEY, D.M.D. 401K PROFIT SHARING PLAN-5$130,819$55,593$11,119iApproximate average salary by contribution assumption: employee only about $277,965 at 4% or $185,310 at 6%; with 50% employer match about $185,310 at 4% or $123,540 at 6%; with 100% employer match about $138,983 at 4% or $92,655 at 6%.
David B. Wiley, D.M.D. Money Purchase Pension Plan-5$52,692$23,113$4,623iApproximate average salary by contribution assumption: employee only about $115,565 at 4% or $77,043 at 6%; with 50% employer match about $77,043 at 4% or $51,362 at 6%; with 100% employer match about $57,783 at 4% or $38,522 at 6%.
200226$83,357$47,206$7,868iApproximate average salary by contribution assumption: employee only about $196,692 at 4% or $131,128 at 6%; with 50% employer match about $131,128 at 4% or $87,419 at 6%; with 100% employer match about $98,346 at 4% or $65,564 at 6%.
DAVID B. WILEY, D.M.D. 401K PROFIT SHARING PLAN-6$58,384$29,026$4,838iApproximate average salary by contribution assumption: employee only about $120,942 at 4% or $80,628 at 6%; with 50% employer match about $80,628 at 4% or $53,752 at 6%; with 100% employer match about $60,471 at 4% or $40,314 at 6%.
David B. Wiley, D.M.D. Money Purchase Pension Plan-6$24,973$18,180$3,030iApproximate average salary by contribution assumption: employee only about $75,750 at 4% or $50,500 at 6%; with 50% employer match about $50,500 at 4% or $33,667 at 6%; with 100% employer match about $37,875 at 4% or $25,250 at 6%.
200123$12,734$13,527$4,509iApproximate average salary by contribution assumption: employee only about $112,725 at 4% or $75,150 at 6%; with 50% employer match about $75,150 at 4% or $50,100 at 6%; with 100% employer match about $56,363 at 4% or $37,575 at 6%.
David B. Wiley, D.M.D. Money Purchase Pension Plan-3$12,734$13,527$4,509iApproximate average salary by contribution assumption: employee only about $112,725 at 4% or $75,150 at 6%; with 50% employer match about $75,150 at 4% or $50,100 at 6%; with 100% employer match about $56,363 at 4% or $37,575 at 6%.
DAVID B. WILEY, D.M.D. 401K PROFIT SHARING PLAN-3---
200014$32,146$33,367$8,342iApproximate average salary by contribution assumption: employee only about $208,544 at 4% or $139,029 at 6%; with 50% employer match about $139,029 at 4% or $92,686 at 6%; with 100% employer match about $104,272 at 4% or $69,515 at 6%.
DAVID B. WILEY, D.M.D. 401K PROFIT SHARING PLAN-4$32,146$33,367$8,342iApproximate average salary by contribution assumption: employee only about $208,544 at 4% or $139,029 at 6%; with 50% employer match about $139,029 at 4% or $92,686 at 6%; with 100% employer match about $104,272 at 4% or $69,515 at 6%.