Civic Intelligence

William I. Kincaid, III, Dds PLLC

Plan context: William I. Kincaid III, D. D. S. PLLC Cash Balance Plan

EIN 20-2165179 • New Bern, NC • 16 filings • 4 plans

635 Mccarthy Blvd.New Bern, NC 28562-5232
Current Snapshot

Latest Year

2018

2018 Participants

13

2018 Assets

$532,229

2018 Contributions

$130,484

Historical Graphs

Total Assets Over Time

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

$1,468,446$734,223$0200520122018YearValue
$532,229Latest year 2018

Participants Over Time

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

1370200520122018YearValue
13Latest year 2018

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
2018113$532,229$130,484$10,037iApproximate average salary by contribution assumption: employee only about $250,931 at 4% or $167,287 at 6%; with 50% employer match about $167,287 at 4% or $111,525 at 6%; with 100% employer match about $125,465 at 4% or $83,644 at 6%.
William I. Kincaid III, D. D. S. PLLC Cash Balance Plan-13$532,229$130,484$10,037iApproximate average salary by contribution assumption: employee only about $250,931 at 4% or $167,287 at 6%; with 50% employer match about $167,287 at 4% or $111,525 at 6%; with 100% employer match about $125,465 at 4% or $83,644 at 6%.
2017110$416,607$86,188$8,619iApproximate average salary by contribution assumption: employee only about $215,470 at 4% or $143,647 at 6%; with 50% employer match about $143,647 at 4% or $95,764 at 6%; with 100% employer match about $107,735 at 4% or $71,823 at 6%.
William I. Kincaid III, D. D. S. PLLC Cash Balance Plan-10$416,607$86,188$8,619iApproximate average salary by contribution assumption: employee only about $215,470 at 4% or $143,647 at 6%; with 50% employer match about $143,647 at 4% or $95,764 at 6%; with 100% employer match about $107,735 at 4% or $71,823 at 6%.
201619$311,233$92,364$10,263iApproximate average salary by contribution assumption: employee only about $256,567 at 4% or $171,044 at 6%; with 50% employer match about $171,044 at 4% or $114,030 at 6%; with 100% employer match about $128,283 at 4% or $85,522 at 6%.
William I. Kincaid III, D. D. S. PLLC Cash Balance Plan-9$311,233$92,364$10,263iApproximate average salary by contribution assumption: employee only about $256,567 at 4% or $171,044 at 6%; with 50% employer match about $171,044 at 4% or $114,030 at 6%; with 100% employer match about $128,283 at 4% or $85,522 at 6%.
2015212$1,468,446$233,069$19,422iApproximate average salary by contribution assumption: employee only about $485,560 at 4% or $323,707 at 6%; with 50% employer match about $323,707 at 4% or $215,805 at 6%; with 100% employer match about $242,780 at 4% or $161,853 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-12$1,263,711$121,261$10,105iApproximate average salary by contribution assumption: employee only about $252,627 at 4% or $168,418 at 6%; with 50% employer match about $168,418 at 4% or $112,279 at 6%; with 100% employer match about $126,314 at 4% or $84,209 at 6%.
William I. Kincaid III, D. D. S. PLLC Cash Balance Plan-11$204,735$111,808$10,164iApproximate average salary by contribution assumption: employee only about $254,109 at 4% or $169,406 at 6%; with 50% employer match about $169,406 at 4% or $112,937 at 6%; with 100% employer match about $127,055 at 4% or $84,703 at 6%.
2014211$1,252,443$208,667$18,970iApproximate average salary by contribution assumption: employee only about $474,243 at 4% or $316,162 at 6%; with 50% employer match about $316,162 at 4% or $210,775 at 6%; with 100% employer match about $237,122 at 4% or $158,081 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-11$1,154,167$110,391$10,036iApproximate average salary by contribution assumption: employee only about $250,889 at 4% or $167,259 at 6%; with 50% employer match about $167,259 at 4% or $111,506 at 6%; with 100% employer match about $125,444 at 4% or $83,630 at 6%.
William I. Kincaid III, D. D. S. PLLC Cash Balance Plan-10$98,276$98,276$9,828iApproximate average salary by contribution assumption: employee only about $245,690 at 4% or $163,793 at 6%; with 50% employer match about $163,793 at 4% or $109,196 at 6%; with 100% employer match about $122,845 at 4% or $81,897 at 6%.
201319$1,011,843$94,375$10,486iApproximate average salary by contribution assumption: employee only about $262,153 at 4% or $174,769 at 6%; with 50% employer match about $174,769 at 4% or $116,512 at 6%; with 100% employer match about $131,076 at 4% or $87,384 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-9$1,011,843$94,375$10,486iApproximate average salary by contribution assumption: employee only about $262,153 at 4% or $174,769 at 6%; with 50% employer match about $174,769 at 4% or $116,512 at 6%; with 100% employer match about $131,076 at 4% or $87,384 at 6%.
201219$722,489$71,997$8,000iApproximate average salary by contribution assumption: employee only about $199,992 at 4% or $133,328 at 6%; with 50% employer match about $133,328 at 4% or $88,885 at 6%; with 100% employer match about $99,996 at 4% or $66,664 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-9$722,489$71,997$8,000iApproximate average salary by contribution assumption: employee only about $199,992 at 4% or $133,328 at 6%; with 50% employer match about $133,328 at 4% or $88,885 at 6%; with 100% employer match about $99,996 at 4% or $66,664 at 6%.
201119$573,985$74,108$8,234iApproximate average salary by contribution assumption: employee only about $205,856 at 4% or $137,237 at 6%; with 50% employer match about $137,237 at 4% or $91,491 at 6%; with 100% employer match about $102,928 at 4% or $68,619 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-9$573,985$74,108$8,234iApproximate average salary by contribution assumption: employee only about $205,856 at 4% or $137,237 at 6%; with 50% employer match about $137,237 at 4% or $91,491 at 6%; with 100% employer match about $102,928 at 4% or $68,619 at 6%.
201017$512,097$65,506$9,358iApproximate average salary by contribution assumption: employee only about $233,950 at 4% or $155,967 at 6%; with 50% employer match about $155,967 at 4% or $103,978 at 6%; with 100% employer match about $116,975 at 4% or $77,983 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-7$512,097$65,506$9,358iApproximate average salary by contribution assumption: employee only about $233,950 at 4% or $155,967 at 6%; with 50% employer match about $155,967 at 4% or $103,978 at 6%; with 100% employer match about $116,975 at 4% or $77,983 at 6%.
200916$395,277$72,501$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-6$395,277$72,501$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
200816$243,089$68,361$11,394iApproximate average salary by contribution assumption: employee only about $284,838 at 4% or $189,892 at 6%; with 50% employer match about $189,892 at 4% or $126,594 at 6%; with 100% employer match about $142,419 at 4% or $94,946 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-6$243,089$68,361$11,394iApproximate average salary by contribution assumption: employee only about $284,838 at 4% or $189,892 at 6%; with 50% employer match about $189,892 at 4% or $126,594 at 6%; with 100% employer match about $142,419 at 4% or $94,946 at 6%.
200712$284,787$48,864$24,432iApproximate average salary by contribution assumption: employee only about $610,800 at 4% or $407,200 at 6%; with 50% employer match about $407,200 at 4% or $271,467 at 6%; with 100% employer match about $305,400 at 4% or $203,600 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-2$284,787$48,864$24,432iApproximate average salary by contribution assumption: employee only about $610,800 at 4% or $407,200 at 6%; with 50% employer match about $407,200 at 4% or $271,467 at 6%; with 100% employer match about $305,400 at 4% or $203,600 at 6%.
200612$223,868$53,117$26,559iApproximate average salary by contribution assumption: employee only about $663,963 at 4% or $442,642 at 6%; with 50% employer match about $442,642 at 4% or $295,094 at 6%; with 100% employer match about $331,981 at 4% or $221,321 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-2$223,868$53,117$26,559iApproximate average salary by contribution assumption: employee only about $663,963 at 4% or $442,642 at 6%; with 50% employer match about $442,642 at 4% or $295,094 at 6%; with 100% employer match about $331,981 at 4% or $221,321 at 6%.
200513$167,257$50,162$16,721iApproximate average salary by contribution assumption: employee only about $418,017 at 4% or $278,678 at 6%; with 50% employer match about $278,678 at 4% or $185,785 at 6%; with 100% employer match about $209,008 at 4% or $139,339 at 6%.
William I. Kincaid, III, Dds PLLC 401(K) Plan-3$167,257$50,162$16,721iApproximate average salary by contribution assumption: employee only about $418,017 at 4% or $278,678 at 6%; with 50% employer match about $278,678 at 4% or $185,785 at 6%; with 100% employer match about $209,008 at 4% or $139,339 at 6%.