Civic Intelligence

Susan a. Hockaday, D.D.S., P.A.

Plan context: Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust

EIN 20-0497520 • Charlotte, NC • 19 filings • 1 plans

1433 Emerywood DriveCharlotte, NC 28210
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,539,270

2024 Contributions

$91,887

Historical Graphs

Total Assets Over Time

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

$2,539,270$1,269,635$0200620162024YearValue
$2,539,270Latest year 2024

Participants Over Time

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

740200620152024YearValue
4Latest 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
202414$2,539,270$91,887$22,972iApproximate average salary by contribution assumption: employee only about $574,294 at 4% or $382,863 at 6%; with 50% employer match about $382,863 at 4% or $255,242 at 6%; with 100% employer match about $287,147 at 4% or $191,431 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-4$2,539,270$91,887$22,972iApproximate average salary by contribution assumption: employee only about $574,294 at 4% or $382,863 at 6%; with 50% employer match about $382,863 at 4% or $255,242 at 6%; with 100% employer match about $287,147 at 4% or $191,431 at 6%.
202314$2,184,902$88,136$22,034iApproximate average salary by contribution assumption: employee only about $550,850 at 4% or $367,233 at 6%; with 50% employer match about $367,233 at 4% or $244,822 at 6%; with 100% employer match about $275,425 at 4% or $183,617 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-4$2,184,902$88,136$22,034iApproximate average salary by contribution assumption: employee only about $550,850 at 4% or $367,233 at 6%; with 50% employer match about $367,233 at 4% or $244,822 at 6%; with 100% employer match about $275,425 at 4% or $183,617 at 6%.
202214$1,831,735$87,617$21,904iApproximate average salary by contribution assumption: employee only about $547,606 at 4% or $365,071 at 6%; with 50% employer match about $365,071 at 4% or $243,381 at 6%; with 100% employer match about $273,803 at 4% or $182,535 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-4$1,831,735$87,617$21,904iApproximate average salary by contribution assumption: employee only about $547,606 at 4% or $365,071 at 6%; with 50% employer match about $365,071 at 4% or $243,381 at 6%; with 100% employer match about $273,803 at 4% or $182,535 at 6%.
202115$2,160,471$95,229$19,046iApproximate average salary by contribution assumption: employee only about $476,145 at 4% or $317,430 at 6%; with 50% employer match about $317,430 at 4% or $211,620 at 6%; with 100% employer match about $238,073 at 4% or $158,715 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-5$2,160,471$95,229$19,046iApproximate average salary by contribution assumption: employee only about $476,145 at 4% or $317,430 at 6%; with 50% employer match about $317,430 at 4% or $211,620 at 6%; with 100% employer match about $238,073 at 4% or $158,715 at 6%.
202016$2,101,052$86,206$14,368iApproximate average salary by contribution assumption: employee only about $359,192 at 4% or $239,461 at 6%; with 50% employer match about $239,461 at 4% or $159,641 at 6%; with 100% employer match about $179,596 at 4% or $119,731 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-6$2,101,052$86,206$14,368iApproximate average salary by contribution assumption: employee only about $359,192 at 4% or $239,461 at 6%; with 50% employer match about $239,461 at 4% or $159,641 at 6%; with 100% employer match about $179,596 at 4% or $119,731 at 6%.
201917$1,686,002$100,596$14,371iApproximate average salary by contribution assumption: employee only about $359,271 at 4% or $239,514 at 6%; with 50% employer match about $239,514 at 4% or $159,676 at 6%; with 100% employer match about $179,636 at 4% or $119,757 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-7$1,686,002$100,596$14,371iApproximate average salary by contribution assumption: employee only about $359,271 at 4% or $239,514 at 6%; with 50% employer match about $239,514 at 4% or $159,676 at 6%; with 100% employer match about $179,636 at 4% or $119,757 at 6%.
201817$1,274,192$100,692$14,385iApproximate average salary by contribution assumption: employee only about $359,614 at 4% or $239,743 at 6%; with 50% employer match about $239,743 at 4% or $159,829 at 6%; with 100% employer match about $179,807 at 4% or $119,871 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-7$1,274,192$100,692$14,385iApproximate average salary by contribution assumption: employee only about $359,614 at 4% or $239,743 at 6%; with 50% employer match about $239,743 at 4% or $159,829 at 6%; with 100% employer match about $179,807 at 4% or $119,871 at 6%.
201716$1,232,155$100,349$16,725iApproximate average salary by contribution assumption: employee only about $418,121 at 4% or $278,747 at 6%; with 50% employer match about $278,747 at 4% or $185,831 at 6%; with 100% employer match about $209,060 at 4% or $139,374 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-6$1,232,155$100,349$16,725iApproximate average salary by contribution assumption: employee only about $418,121 at 4% or $278,747 at 6%; with 50% employer match about $278,747 at 4% or $185,831 at 6%; with 100% employer match about $209,060 at 4% or $139,374 at 6%.
201615$1,004,195$79,752$15,950iApproximate average salary by contribution assumption: employee only about $398,760 at 4% or $265,840 at 6%; with 50% employer match about $265,840 at 4% or $177,227 at 6%; with 100% employer match about $199,380 at 4% or $132,920 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-5$1,004,195$79,752$15,950iApproximate average salary by contribution assumption: employee only about $398,760 at 4% or $265,840 at 6%; with 50% employer match about $265,840 at 4% or $177,227 at 6%; with 100% employer match about $199,380 at 4% or $132,920 at 6%.
201515$909,668$80,357$16,071iApproximate average salary by contribution assumption: employee only about $401,785 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,928 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-5$909,668$80,357$16,071iApproximate average salary by contribution assumption: employee only about $401,785 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,928 at 6%.
201416$848,754$72,403$12,067iApproximate average salary by contribution assumption: employee only about $301,679 at 4% or $201,119 at 6%; with 50% employer match about $201,119 at 4% or $134,080 at 6%; with 100% employer match about $150,840 at 4% or $100,560 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-6$848,754$72,403$12,067iApproximate average salary by contribution assumption: employee only about $301,679 at 4% or $201,119 at 6%; with 50% employer match about $201,119 at 4% or $134,080 at 6%; with 100% employer match about $150,840 at 4% or $100,560 at 6%.
201317$911,013$3,411,929$487,418iApproximate average salary by contribution assumption: employee only about $12,185,461 at 4% or $8,123,640 at 6%; with 50% employer match about $8,123,640 at 4% or $5,415,760 at 6%; with 100% employer match about $6,092,730 at 4% or $4,061,820 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-7$911,013$3,411,929$487,418iApproximate average salary by contribution assumption: employee only about $12,185,461 at 4% or $8,123,640 at 6%; with 50% employer match about $8,123,640 at 4% or $5,415,760 at 6%; with 100% employer match about $6,092,730 at 4% or $4,061,820 at 6%.
201216$736,641$54,700$9,117iApproximate average salary by contribution assumption: employee only about $227,917 at 4% or $151,944 at 6%; with 50% employer match about $151,944 at 4% or $101,296 at 6%; with 100% employer match about $113,958 at 4% or $75,972 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-6$736,641$54,700$9,117iApproximate average salary by contribution assumption: employee only about $227,917 at 4% or $151,944 at 6%; with 50% employer match about $151,944 at 4% or $101,296 at 6%; with 100% employer match about $113,958 at 4% or $75,972 at 6%.
201115$586,058$51,023$10,205iApproximate average salary by contribution assumption: employee only about $255,115 at 4% or $170,077 at 6%; with 50% employer match about $170,077 at 4% or $113,384 at 6%; with 100% employer match about $127,558 at 4% or $85,038 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-5$586,058$51,023$10,205iApproximate average salary by contribution assumption: employee only about $255,115 at 4% or $170,077 at 6%; with 50% employer match about $170,077 at 4% or $113,384 at 6%; with 100% employer match about $127,558 at 4% or $85,038 at 6%.
201017$808,242$50,069$7,153iApproximate average salary by contribution assumption: employee only about $178,818 at 4% or $119,212 at 6%; with 50% employer match about $119,212 at 4% or $79,475 at 6%; with 100% employer match about $89,409 at 4% or $59,606 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-7$808,242$50,069$7,153iApproximate average salary by contribution assumption: employee only about $178,818 at 4% or $119,212 at 6%; with 50% employer match about $119,212 at 4% or $79,475 at 6%; with 100% employer match about $89,409 at 4% or $59,606 at 6%.
200916$659,399$58,204$9,701iApproximate average salary by contribution assumption: employee only about $242,517 at 4% or $161,678 at 6%; with 50% employer match about $161,678 at 4% or $107,785 at 6%; with 100% employer match about $121,258 at 4% or $80,839 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-6$659,399$58,204$9,701iApproximate average salary by contribution assumption: employee only about $242,517 at 4% or $161,678 at 6%; with 50% employer match about $161,678 at 4% or $107,785 at 6%; with 100% employer match about $121,258 at 4% or $80,839 at 6%.
200816$558,073$95,649$15,942iApproximate average salary by contribution assumption: employee only about $398,538 at 4% or $265,692 at 6%; with 50% employer match about $265,692 at 4% or $177,128 at 6%; with 100% employer match about $199,269 at 4% or $132,846 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-6$558,073$95,649$15,942iApproximate average salary by contribution assumption: employee only about $398,538 at 4% or $265,692 at 6%; with 50% employer match about $265,692 at 4% or $177,128 at 6%; with 100% employer match about $199,269 at 4% or $132,846 at 6%.
200716$0$0-
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-6---
200615$562,112$88,968$17,794iApproximate average salary by contribution assumption: employee only about $444,840 at 4% or $296,560 at 6%; with 50% employer match about $296,560 at 4% or $197,707 at 6%; with 100% employer match about $222,420 at 4% or $148,280 at 6%.
Susan a. Hockaday, D.D.S., P.A. Retirement Plan & Trust-5$562,112$88,968$17,794iApproximate average salary by contribution assumption: employee only about $444,840 at 4% or $296,560 at 6%; with 50% employer match about $296,560 at 4% or $197,707 at 6%; with 100% employer match about $222,420 at 4% or $148,280 at 6%.