Civic Intelligence

Raymond J. Haigney II Dds Pa

Plan context: Lake Norman Oral & Facial Surgery 401(K) Plan

EIN 20-1635729 • Huntersville, NC • 29 filings • 2 plans

9727 Northcross Center CTHuntersville, NC 28078
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$5,907,484

2024 Contributions

$382,021

Historical Graphs

Total Assets Over Time

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

$5,907,484$2,953,742$0200920172024YearValue
$5,907,484Latest year 2024

Participants Over Time

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

1050200920172024YearValue
9Latest 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
202429$5,907,484$382,021$42,447iApproximate average salary by contribution assumption: employee only about $1,061,169 at 4% or $707,446 at 6%; with 50% employer match about $707,446 at 4% or $471,631 at 6%; with 100% employer match about $530,585 at 4% or $353,723 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-9$3,251,955$202,021$22,447iApproximate average salary by contribution assumption: employee only about $561,169 at 4% or $374,113 at 6%; with 50% employer match about $374,113 at 4% or $249,409 at 6%; with 100% employer match about $280,585 at 4% or $187,056 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-7$2,655,529$180,000$25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%.
2023210$4,877,141$381,468$38,147iApproximate average salary by contribution assumption: employee only about $953,670 at 4% or $635,780 at 6%; with 50% employer match about $635,780 at 4% or $423,853 at 6%; with 100% employer match about $476,835 at 4% or $317,890 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-9$2,640,358$113,372$12,597iApproximate average salary by contribution assumption: employee only about $314,922 at 4% or $209,948 at 6%; with 50% employer match about $209,948 at 4% or $139,965 at 6%; with 100% employer match about $157,461 at 4% or $104,974 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-10$2,236,783$268,096$26,810iApproximate average salary by contribution assumption: employee only about $670,240 at 4% or $446,827 at 6%; with 50% employer match about $446,827 at 4% or $297,884 at 6%; with 100% employer match about $335,120 at 4% or $223,413 at 6%.
2022210$3,888,064$370,645$37,065iApproximate average salary by contribution assumption: employee only about $926,613 at 4% or $617,742 at 6%; with 50% employer match about $617,742 at 4% or $411,828 at 6%; with 100% employer match about $463,306 at 4% or $308,871 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-9$2,045,533$109,645$12,183iApproximate average salary by contribution assumption: employee only about $304,569 at 4% or $203,046 at 6%; with 50% employer match about $203,046 at 4% or $135,364 at 6%; with 100% employer match about $152,285 at 4% or $101,523 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-10$1,842,531$261,000$26,100iApproximate average salary by contribution assumption: employee only about $652,500 at 4% or $435,000 at 6%; with 50% employer match about $435,000 at 4% or $290,000 at 6%; with 100% employer match about $326,250 at 4% or $217,500 at 6%.
202129$4,417,029$165,198$18,355iApproximate average salary by contribution assumption: employee only about $458,883 at 4% or $305,922 at 6%; with 50% employer match about $305,922 at 4% or $203,948 at 6%; with 100% employer match about $229,442 at 4% or $152,961 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-8$2,531,944$115,198$14,400iApproximate average salary by contribution assumption: employee only about $359,994 at 4% or $239,996 at 6%; with 50% employer match about $239,996 at 4% or $159,997 at 6%; with 100% employer match about $179,997 at 4% or $119,998 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-9$1,885,085$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
202029$3,617,975$147,372$16,375iApproximate average salary by contribution assumption: employee only about $409,367 at 4% or $272,911 at 6%; with 50% employer match about $272,911 at 4% or $181,941 at 6%; with 100% employer match about $204,683 at 4% or $136,456 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-8$2,036,160$147,372$18,422iApproximate average salary by contribution assumption: employee only about $460,538 at 4% or $307,025 at 6%; with 50% employer match about $307,025 at 4% or $204,683 at 6%; with 100% employer match about $230,269 at 4% or $153,513 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-9$1,581,815$0-
201929$2,864,562$138,753$15,417iApproximate average salary by contribution assumption: employee only about $385,425 at 4% or $256,950 at 6%; with 50% employer match about $256,950 at 4% or $171,300 at 6%; with 100% employer match about $192,713 at 4% or $128,475 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-8$1,523,409$138,753$17,344iApproximate average salary by contribution assumption: employee only about $433,603 at 4% or $289,069 at 6%; with 50% employer match about $289,069 at 4% or $192,713 at 6%; with 100% employer match about $216,802 at 4% or $144,534 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-9$1,341,153$0-
201828$2,292,226$460,395$57,549iApproximate average salary by contribution assumption: employee only about $1,438,734 at 4% or $959,156 at 6%; with 50% employer match about $959,156 at 4% or $639,438 at 6%; with 100% employer match about $719,367 at 4% or $479,578 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-8$1,205,506$430,313$53,789iApproximate average salary by contribution assumption: employee only about $1,344,728 at 4% or $896,485 at 6%; with 50% employer match about $896,485 at 4% or $597,657 at 6%; with 100% employer match about $672,364 at 4% or $448,243 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-8$1,086,720$30,082$3,760iApproximate average salary by contribution assumption: employee only about $94,006 at 4% or $62,671 at 6%; with 50% employer match about $62,671 at 4% or $41,781 at 6%; with 100% employer match about $47,003 at 4% or $31,335 at 6%.
201727$1,979,606$202,562$28,937iApproximate average salary by contribution assumption: employee only about $723,436 at 4% or $482,290 at 6%; with 50% employer match about $482,290 at 4% or $321,527 at 6%; with 100% employer match about $361,718 at 4% or $241,145 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-7$1,151,519$88,188$12,598iApproximate average salary by contribution assumption: employee only about $314,957 at 4% or $209,971 at 6%; with 50% employer match about $209,971 at 4% or $139,981 at 6%; with 100% employer match about $157,479 at 4% or $104,986 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-7$828,087$114,374$16,339iApproximate average salary by contribution assumption: employee only about $408,479 at 4% or $272,319 at 6%; with 50% employer match about $272,319 at 4% or $181,546 at 6%; with 100% employer match about $204,239 at 4% or $136,160 at 6%.
201626$1,551,592$317,107$52,851iApproximate average salary by contribution assumption: employee only about $1,321,279 at 4% or $880,853 at 6%; with 50% employer match about $880,853 at 4% or $587,235 at 6%; with 100% employer match about $660,640 at 4% or $440,426 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-5$914,695$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-6$636,897$67,107$11,185iApproximate average salary by contribution assumption: employee only about $279,613 at 4% or $186,408 at 6%; with 50% employer match about $186,408 at 4% or $124,272 at 6%; with 100% employer match about $139,806 at 4% or $93,204 at 6%.
201527$1,178,419$322,507$46,072iApproximate average salary by contribution assumption: employee only about $1,151,811 at 4% or $767,874 at 6%; with 50% employer match about $767,874 at 4% or $511,916 at 6%; with 100% employer match about $575,905 at 4% or $383,937 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-6$641,364$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-7$537,055$72,507$10,358iApproximate average salary by contribution assumption: employee only about $258,954 at 4% or $172,636 at 6%; with 50% employer match about $172,636 at 4% or $115,090 at 6%; with 100% employer match about $129,477 at 4% or $86,318 at 6%.
201424$906,122$188,044$47,011iApproximate average salary by contribution assumption: employee only about $1,175,275 at 4% or $783,517 at 6%; with 50% employer match about $783,517 at 4% or $522,344 at 6%; with 100% employer match about $587,638 at 4% or $391,758 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-4$494,444$58,044$14,511iApproximate average salary by contribution assumption: employee only about $362,775 at 4% or $241,850 at 6%; with 50% employer match about $241,850 at 4% or $161,233 at 6%; with 100% employer match about $181,388 at 4% or $120,925 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-4$411,678$130,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
201326$760,697$188,230$31,372iApproximate average salary by contribution assumption: employee only about $784,292 at 4% or $522,861 at 6%; with 50% employer match about $522,861 at 4% or $348,574 at 6%; with 100% employer match about $392,146 at 4% or $261,431 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-6$476,546$58,230$9,705iApproximate average salary by contribution assumption: employee only about $242,625 at 4% or $161,750 at 6%; with 50% employer match about $161,750 at 4% or $107,833 at 6%; with 100% employer match about $121,313 at 4% or $80,875 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-6$284,151$130,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
201225$484,923$190,199$38,040iApproximate average salary by contribution assumption: employee only about $950,995 at 4% or $633,997 at 6%; with 50% employer match about $633,997 at 4% or $422,664 at 6%; with 100% employer match about $475,498 at 4% or $316,998 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-5$353,447$58,723$11,745iApproximate average salary by contribution assumption: employee only about $293,615 at 4% or $195,743 at 6%; with 50% employer match about $195,743 at 4% or $130,496 at 6%; with 100% employer match about $146,808 at 4% or $97,872 at 6%.
Lake Norman Oral & Facial Surgery Cash Balance Plan-3$131,476$131,476$43,825iApproximate average salary by contribution assumption: employee only about $1,095,633 at 4% or $730,422 at 6%; with 50% employer match about $730,422 at 4% or $486,948 at 6%; with 100% employer match about $547,817 at 4% or $365,211 at 6%.
201117$278,115$81,698$11,671iApproximate average salary by contribution assumption: employee only about $291,779 at 4% or $194,519 at 6%; with 50% employer match about $194,519 at 4% or $129,679 at 6%; with 100% employer match about $145,889 at 4% or $97,260 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-7$278,115$81,698$11,671iApproximate average salary by contribution assumption: employee only about $291,779 at 4% or $194,519 at 6%; with 50% employer match about $194,519 at 4% or $129,679 at 6%; with 100% employer match about $145,889 at 4% or $97,260 at 6%.
201016$204,655$88,502$14,750iApproximate average salary by contribution assumption: employee only about $368,758 at 4% or $245,839 at 6%; with 50% employer match about $245,839 at 4% or $163,893 at 6%; with 100% employer match about $184,379 at 4% or $122,919 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-6$204,655$88,502$14,750iApproximate average salary by contribution assumption: employee only about $368,758 at 4% or $245,839 at 6%; with 50% employer match about $245,839 at 4% or $163,893 at 6%; with 100% employer match about $184,379 at 4% or $122,919 at 6%.
200915$106,320$100,879$20,176iApproximate average salary by contribution assumption: employee only about $504,395 at 4% or $336,263 at 6%; with 50% employer match about $336,263 at 4% or $224,176 at 6%; with 100% employer match about $252,198 at 4% or $168,132 at 6%.
Lake Norman Oral & Facial Surgery 401(K) Plan-5$106,320$100,879$20,176iApproximate average salary by contribution assumption: employee only about $504,395 at 4% or $336,263 at 6%; with 50% employer match about $336,263 at 4% or $224,176 at 6%; with 100% employer match about $252,198 at 4% or $168,132 at 6%.