Civic Intelligence

Tracy J. Waters, D.D.S., P.A.

Plan context: Carolina Smiles 401(K) Plan

EIN 20-0221944 • Durham, NC • 18 filings • 2 plans

4210 North Roxboro StreetSuite 100Durham, NC 27704
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,863,081

2024 Contributions

$114,965

Historical Graphs

Total Assets Over Time

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

$2,863,081$1,431,541$0200720162024YearValue
$2,863,081Latest year 2024

Participants Over Time

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

1050200720162024YearValue
7Latest year 2024

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
202417$2,863,081$114,965$16,424iApproximate average salary by contribution assumption: employee only about $410,589 at 4% or $273,726 at 6%; with 50% employer match about $273,726 at 4% or $182,484 at 6%; with 100% employer match about $205,295 at 4% or $136,863 at 6%.
Carolina Smiles 401(K) Plan-7$2,863,081$114,965$16,424iApproximate average salary by contribution assumption: employee only about $410,589 at 4% or $273,726 at 6%; with 50% employer match about $273,726 at 4% or $182,484 at 6%; with 100% employer match about $205,295 at 4% or $136,863 at 6%.
202317$2,431,289$116,404$16,629iApproximate average salary by contribution assumption: employee only about $415,729 at 4% or $277,152 at 6%; with 50% employer match about $277,152 at 4% or $184,768 at 6%; with 100% employer match about $207,864 at 4% or $138,576 at 6%.
Carolina Smiles 401(K) Plan-7$2,431,289$116,404$16,629iApproximate average salary by contribution assumption: employee only about $415,729 at 4% or $277,152 at 6%; with 50% employer match about $277,152 at 4% or $184,768 at 6%; with 100% employer match about $207,864 at 4% or $138,576 at 6%.
202216$2,036,431$130,704$21,784iApproximate average salary by contribution assumption: employee only about $544,600 at 4% or $363,067 at 6%; with 50% employer match about $363,067 at 4% or $242,044 at 6%; with 100% employer match about $272,300 at 4% or $181,533 at 6%.
Carolina Smiles 401(K) Plan-6$2,036,431$130,704$21,784iApproximate average salary by contribution assumption: employee only about $544,600 at 4% or $363,067 at 6%; with 50% employer match about $363,067 at 4% or $242,044 at 6%; with 100% employer match about $272,300 at 4% or $181,533 at 6%.
202117$2,386,785$119,481$17,069iApproximate average salary by contribution assumption: employee only about $426,718 at 4% or $284,479 at 6%; with 50% employer match about $284,479 at 4% or $189,652 at 6%; with 100% employer match about $213,359 at 4% or $142,239 at 6%.
Carolina Smiles 401(K) Plan-7$2,386,785$119,481$17,069iApproximate average salary by contribution assumption: employee only about $426,718 at 4% or $284,479 at 6%; with 50% employer match about $284,479 at 4% or $189,652 at 6%; with 100% employer match about $213,359 at 4% or $142,239 at 6%.
202015$2,024,411$103,968$20,794iApproximate average salary by contribution assumption: employee only about $519,840 at 4% or $346,560 at 6%; with 50% employer match about $346,560 at 4% or $231,040 at 6%; with 100% employer match about $259,920 at 4% or $173,280 at 6%.
Carolina Smiles 401(K) Plan-5$2,024,411$103,968$20,794iApproximate average salary by contribution assumption: employee only about $519,840 at 4% or $346,560 at 6%; with 50% employer match about $346,560 at 4% or $231,040 at 6%; with 100% employer match about $259,920 at 4% or $173,280 at 6%.
201916$1,711,594$109,249$18,208iApproximate average salary by contribution assumption: employee only about $455,204 at 4% or $303,469 at 6%; with 50% employer match about $303,469 at 4% or $202,313 at 6%; with 100% employer match about $227,602 at 4% or $151,735 at 6%.
Carolina Smiles 401(K) Plan-6$1,711,594$109,249$18,208iApproximate average salary by contribution assumption: employee only about $455,204 at 4% or $303,469 at 6%; with 50% employer match about $303,469 at 4% or $202,313 at 6%; with 100% employer match about $227,602 at 4% or $151,735 at 6%.
201818$1,445,309$101,210$12,651iApproximate average salary by contribution assumption: employee only about $316,281 at 4% or $210,854 at 6%; with 50% employer match about $210,854 at 4% or $140,569 at 6%; with 100% employer match about $158,141 at 4% or $105,427 at 6%.
Carolina Smiles 401(K) Plan-8$1,445,309$101,210$12,651iApproximate average salary by contribution assumption: employee only about $316,281 at 4% or $210,854 at 6%; with 50% employer match about $210,854 at 4% or $140,569 at 6%; with 100% employer match about $158,141 at 4% or $105,427 at 6%.
201718$1,374,444$107,394$13,424iApproximate average salary by contribution assumption: employee only about $335,606 at 4% or $223,738 at 6%; with 50% employer match about $223,738 at 4% or $149,158 at 6%; with 100% employer match about $167,803 at 4% or $111,869 at 6%.
Carolina Smiles 401(K) Plan-8$1,374,444$107,394$13,424iApproximate average salary by contribution assumption: employee only about $335,606 at 4% or $223,738 at 6%; with 50% employer match about $223,738 at 4% or $149,158 at 6%; with 100% employer match about $167,803 at 4% or $111,869 at 6%.
201616$1,162,528$107,511$17,919iApproximate average salary by contribution assumption: employee only about $447,963 at 4% or $298,642 at 6%; with 50% employer match about $298,642 at 4% or $199,094 at 6%; with 100% employer match about $223,981 at 4% or $149,321 at 6%.
Carolina Smiles 401(K) Plan-6$1,162,528$107,511$17,919iApproximate average salary by contribution assumption: employee only about $447,963 at 4% or $298,642 at 6%; with 50% employer match about $298,642 at 4% or $199,094 at 6%; with 100% employer match about $223,981 at 4% or $149,321 at 6%.
201517$1,022,032$115,052$16,436iApproximate average salary by contribution assumption: employee only about $410,900 at 4% or $273,933 at 6%; with 50% employer match about $273,933 at 4% or $182,622 at 6%; with 100% employer match about $205,450 at 4% or $136,967 at 6%.
Carolina Smiles 401(K) Plan-7$1,022,032$115,052$16,436iApproximate average salary by contribution assumption: employee only about $410,900 at 4% or $273,933 at 6%; with 50% employer match about $273,933 at 4% or $182,622 at 6%; with 100% employer match about $205,450 at 4% or $136,967 at 6%.
201418$902,919$106,192$13,274iApproximate average salary by contribution assumption: employee only about $331,850 at 4% or $221,233 at 6%; with 50% employer match about $221,233 at 4% or $147,489 at 6%; with 100% employer match about $165,925 at 4% or $110,617 at 6%.
Carolina Smiles 401(K) Plan-8$902,919$106,192$13,274iApproximate average salary by contribution assumption: employee only about $331,850 at 4% or $221,233 at 6%; with 50% employer match about $221,233 at 4% or $147,489 at 6%; with 100% employer match about $165,925 at 4% or $110,617 at 6%.
201318$849,397$106,745$13,343iApproximate average salary by contribution assumption: employee only about $333,578 at 4% or $222,385 at 6%; with 50% employer match about $222,385 at 4% or $148,257 at 6%; with 100% employer match about $166,789 at 4% or $111,193 at 6%.
Carolina Smiles 401(K) Plan-8$849,397$106,745$13,343iApproximate average salary by contribution assumption: employee only about $333,578 at 4% or $222,385 at 6%; with 50% employer match about $222,385 at 4% or $148,257 at 6%; with 100% employer match about $166,789 at 4% or $111,193 at 6%.
201219$694,950$106,096$11,788iApproximate average salary by contribution assumption: employee only about $294,711 at 4% or $196,474 at 6%; with 50% employer match about $196,474 at 4% or $130,983 at 6%; with 100% employer match about $147,356 at 4% or $98,237 at 6%.
Carolina Smiles 401(K) Plan-9$694,950$106,096$11,788iApproximate average salary by contribution assumption: employee only about $294,711 at 4% or $196,474 at 6%; with 50% employer match about $196,474 at 4% or $130,983 at 6%; with 100% employer match about $147,356 at 4% or $98,237 at 6%.
201118$523,669$112,096$14,012iApproximate average salary by contribution assumption: employee only about $350,300 at 4% or $233,533 at 6%; with 50% employer match about $233,533 at 4% or $155,689 at 6%; with 100% employer match about $175,150 at 4% or $116,767 at 6%.
Carolina Smiles 401(K) Plan-8$523,669$112,096$14,012iApproximate average salary by contribution assumption: employee only about $350,300 at 4% or $233,533 at 6%; with 50% employer match about $233,533 at 4% or $155,689 at 6%; with 100% employer match about $175,150 at 4% or $116,767 at 6%.
201016$428,732$123,545$20,591iApproximate average salary by contribution assumption: employee only about $514,771 at 4% or $343,181 at 6%; with 50% employer match about $343,181 at 4% or $228,787 at 6%; with 100% employer match about $257,385 at 4% or $171,590 at 6%.
Carolina Smiles 401(K) Plan-6$428,732$123,545$20,591iApproximate average salary by contribution assumption: employee only about $514,771 at 4% or $343,181 at 6%; with 50% employer match about $343,181 at 4% or $228,787 at 6%; with 100% employer match about $257,385 at 4% or $171,590 at 6%.
200917$249,443$113,789$16,256iApproximate average salary by contribution assumption: employee only about $406,389 at 4% or $270,926 at 6%; with 50% employer match about $270,926 at 4% or $180,617 at 6%; with 100% employer match about $203,195 at 4% or $135,463 at 6%.
Carolina Smiles 401(K) Plan-7$249,443$113,789$16,256iApproximate average salary by contribution assumption: employee only about $406,389 at 4% or $270,926 at 6%; with 50% employer match about $270,926 at 4% or $180,617 at 6%; with 100% employer match about $203,195 at 4% or $135,463 at 6%.
2008110$103,556$128,922$12,892iApproximate average salary by contribution assumption: employee only about $322,305 at 4% or $214,870 at 6%; with 50% employer match about $214,870 at 4% or $143,247 at 6%; with 100% employer match about $161,153 at 4% or $107,435 at 6%.
Carolina Smiles 401(K) Plan-10$103,556$128,922$12,892iApproximate average salary by contribution assumption: employee only about $322,305 at 4% or $214,870 at 6%; with 50% employer match about $214,870 at 4% or $143,247 at 6%; with 100% employer match about $161,153 at 4% or $107,435 at 6%.
200718$19,410$19,769$2,471iApproximate average salary by contribution assumption: employee only about $61,778 at 4% or $41,185 at 6%; with 50% employer match about $41,185 at 4% or $27,457 at 6%; with 100% employer match about $30,889 at 4% or $20,593 at 6%.
Carolina Smiles 401(K) Plan-8$19,410$19,769$2,471iApproximate average salary by contribution assumption: employee only about $61,778 at 4% or $41,185 at 6%; with 50% employer match about $41,185 at 4% or $27,457 at 6%; with 100% employer match about $30,889 at 4% or $20,593 at 6%.