Civic Intelligence

Jason T. Loker, Dds, Pa

Plan context: Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan

EIN 20-0051728 • Matthews, NC • 17 filings • 2 plans

3041 Senna Dr., Suite AMatthews, NC 28105
Current Snapshot

Latest Year

2021

2021 Participants

12

2021 Assets

$2,837,103

2021 Contributions

$126,192

Historical Graphs

Total Assets Over Time

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

$2,837,103$1,418,552$0200520132021YearValue
$2,837,103Latest year 2021

Participants Over Time

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

1370200520132021YearValue
12Latest year 2021

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
2021112$2,837,103$126,192$10,516iApproximate average salary by contribution assumption: employee only about $262,900 at 4% or $175,267 at 6%; with 50% employer match about $175,267 at 4% or $116,844 at 6%; with 100% employer match about $131,450 at 4% or $87,633 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-12$2,837,103$126,192$10,516iApproximate average salary by contribution assumption: employee only about $262,900 at 4% or $175,267 at 6%; with 50% employer match about $175,267 at 4% or $116,844 at 6%; with 100% employer match about $131,450 at 4% or $87,633 at 6%.
2020113$2,455,986$141,996$10,923iApproximate average salary by contribution assumption: employee only about $273,069 at 4% or $182,046 at 6%; with 50% employer match about $182,046 at 4% or $121,364 at 6%; with 100% employer match about $136,535 at 4% or $91,023 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-13$2,455,986$141,996$10,923iApproximate average salary by contribution assumption: employee only about $273,069 at 4% or $182,046 at 6%; with 50% employer match about $182,046 at 4% or $121,364 at 6%; with 100% employer match about $136,535 at 4% or $91,023 at 6%.
2019112$2,009,309$117,631$9,803iApproximate average salary by contribution assumption: employee only about $245,065 at 4% or $163,376 at 6%; with 50% employer match about $163,376 at 4% or $108,918 at 6%; with 100% employer match about $122,532 at 4% or $81,688 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-12$2,009,309$117,631$9,803iApproximate average salary by contribution assumption: employee only about $245,065 at 4% or $163,376 at 6%; with 50% employer match about $163,376 at 4% or $108,918 at 6%; with 100% employer match about $122,532 at 4% or $81,688 at 6%.
2018110$1,561,119$139,542$13,954iApproximate average salary by contribution assumption: employee only about $348,855 at 4% or $232,570 at 6%; with 50% employer match about $232,570 at 4% or $155,047 at 6%; with 100% employer match about $174,428 at 4% or $116,285 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-10$1,561,119$139,542$13,954iApproximate average salary by contribution assumption: employee only about $348,855 at 4% or $232,570 at 6%; with 50% employer match about $232,570 at 4% or $155,047 at 6%; with 100% employer match about $174,428 at 4% or $116,285 at 6%.
2017111$1,519,848$134,008$12,183iApproximate average salary by contribution assumption: employee only about $304,564 at 4% or $203,042 at 6%; with 50% employer match about $203,042 at 4% or $135,362 at 6%; with 100% employer match about $152,282 at 4% or $101,521 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-11$1,519,848$134,008$12,183iApproximate average salary by contribution assumption: employee only about $304,564 at 4% or $203,042 at 6%; with 50% employer match about $203,042 at 4% or $135,362 at 6%; with 100% employer match about $152,282 at 4% or $101,521 at 6%.
2016111$1,234,921$122,661$11,151iApproximate average salary by contribution assumption: employee only about $278,775 at 4% or $185,850 at 6%; with 50% employer match about $185,850 at 4% or $123,900 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-11$1,234,921$122,661$11,151iApproximate average salary by contribution assumption: employee only about $278,775 at 4% or $185,850 at 6%; with 50% employer match about $185,850 at 4% or $123,900 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
201516$997,803$96,439$16,073iApproximate average salary by contribution assumption: employee only about $401,829 at 4% or $267,886 at 6%; with 50% employer match about $267,886 at 4% or $178,591 at 6%; with 100% employer match about $200,915 at 4% or $133,943 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-6$997,803$96,439$16,073iApproximate average salary by contribution assumption: employee only about $401,829 at 4% or $267,886 at 6%; with 50% employer match about $267,886 at 4% or $178,591 at 6%; with 100% employer match about $200,915 at 4% or $133,943 at 6%.
201416$930,111$93,932$15,655iApproximate average salary by contribution assumption: employee only about $391,383 at 4% or $260,922 at 6%; with 50% employer match about $260,922 at 4% or $173,948 at 6%; with 100% employer match about $195,692 at 4% or $130,461 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-6$930,111$93,932$15,655iApproximate average salary by contribution assumption: employee only about $391,383 at 4% or $260,922 at 6%; with 50% employer match about $260,922 at 4% or $173,948 at 6%; with 100% employer match about $195,692 at 4% or $130,461 at 6%.
201317$840,700$87,252$12,465iApproximate average salary by contribution assumption: employee only about $311,614 at 4% or $207,743 at 6%; with 50% employer match about $207,743 at 4% or $138,495 at 6%; with 100% employer match about $155,807 at 4% or $103,871 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-7$840,700$87,252$12,465iApproximate average salary by contribution assumption: employee only about $311,614 at 4% or $207,743 at 6%; with 50% employer match about $207,743 at 4% or $138,495 at 6%; with 100% employer match about $155,807 at 4% or $103,871 at 6%.
201216$658,525$81,361$13,560iApproximate average salary by contribution assumption: employee only about $339,004 at 4% or $226,003 at 6%; with 50% employer match about $226,003 at 4% or $150,669 at 6%; with 100% employer match about $169,502 at 4% or $113,001 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-6$658,525$81,361$13,560iApproximate average salary by contribution assumption: employee only about $339,004 at 4% or $226,003 at 6%; with 50% employer match about $226,003 at 4% or $150,669 at 6%; with 100% employer match about $169,502 at 4% or $113,001 at 6%.
201115$511,784$47,773$9,555iApproximate average salary by contribution assumption: employee only about $238,865 at 4% or $159,243 at 6%; with 50% employer match about $159,243 at 4% or $106,162 at 6%; with 100% employer match about $119,433 at 4% or $79,622 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-5$511,784$47,773$9,555iApproximate average salary by contribution assumption: employee only about $238,865 at 4% or $159,243 at 6%; with 50% employer match about $159,243 at 4% or $106,162 at 6%; with 100% employer match about $119,433 at 4% or $79,622 at 6%.
201016$478,716$47,767$7,961iApproximate average salary by contribution assumption: employee only about $199,029 at 4% or $132,686 at 6%; with 50% employer match about $132,686 at 4% or $88,457 at 6%; with 100% employer match about $99,515 at 4% or $66,343 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-6$478,716$47,767$7,961iApproximate average salary by contribution assumption: employee only about $199,029 at 4% or $132,686 at 6%; with 50% employer match about $132,686 at 4% or $88,457 at 6%; with 100% employer match about $99,515 at 4% or $66,343 at 6%.
200916$372,526$51,061$8,510iApproximate average salary by contribution assumption: employee only about $212,754 at 4% or $141,836 at 6%; with 50% employer match about $141,836 at 4% or $94,557 at 6%; with 100% employer match about $106,377 at 4% or $70,918 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-6$372,526$51,061$8,510iApproximate average salary by contribution assumption: employee only about $212,754 at 4% or $141,836 at 6%; with 50% employer match about $141,836 at 4% or $94,557 at 6%; with 100% employer match about $106,377 at 4% or $70,918 at 6%.
200814$262,164$84,569$21,142iApproximate average salary by contribution assumption: employee only about $528,556 at 4% or $352,371 at 6%; with 50% employer match about $352,371 at 4% or $234,914 at 6%; with 100% employer match about $264,278 at 4% or $176,185 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-4$262,164$84,569$21,142iApproximate average salary by contribution assumption: employee only about $528,556 at 4% or $352,371 at 6%; with 50% employer match about $352,371 at 4% or $234,914 at 6%; with 100% employer match about $264,278 at 4% or $176,185 at 6%.
200715$255,604$80,051$16,010iApproximate average salary by contribution assumption: employee only about $400,255 at 4% or $266,837 at 6%; with 50% employer match about $266,837 at 4% or $177,891 at 6%; with 100% employer match about $200,128 at 4% or $133,418 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-5$255,604$80,051$16,010iApproximate average salary by contribution assumption: employee only about $400,255 at 4% or $266,837 at 6%; with 50% employer match about $266,837 at 4% or $177,891 at 6%; with 100% employer match about $200,128 at 4% or $133,418 at 6%.
200615$160,168$80,728$16,146iApproximate average salary by contribution assumption: employee only about $403,640 at 4% or $269,093 at 6%; with 50% employer match about $269,093 at 4% or $179,396 at 6%; with 100% employer match about $201,820 at 4% or $134,547 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-5$160,168$80,728$16,146iApproximate average salary by contribution assumption: employee only about $403,640 at 4% or $269,093 at 6%; with 50% employer match about $269,093 at 4% or $179,396 at 6%; with 100% employer match about $201,820 at 4% or $134,547 at 6%.
200514$67,406$66,311$16,578iApproximate average salary by contribution assumption: employee only about $414,444 at 4% or $276,296 at 6%; with 50% employer match about $276,296 at 4% or $184,197 at 6%; with 100% employer match about $207,222 at 4% or $138,148 at 6%.
Jason T. Loker, Dds, Pa 401(K) Profit Sharing Plan-4$67,406$66,311$16,578iApproximate average salary by contribution assumption: employee only about $414,444 at 4% or $276,296 at 6%; with 50% employer match about $276,296 at 4% or $184,197 at 6%; with 100% employer match about $207,222 at 4% or $138,148 at 6%.