Civic Intelligence

Gerald L. Coates, Jr., D.M.D., P.A.

Plan context: Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan

EIN 20-3243515 • Havelock, NC • 15 filings • 2 plans

92 Stonebridge TrailHavelock, NC 28532
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$2,127,683

2020 Contributions

$4,906

Historical Graphs

Total Assets Over Time

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

$2,127,683$1,063,842$0200620132019YearValue
$2,127,683Latest year 2019

Participants Over Time

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

1050200620132019YearValue
8Latest year 2019

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
202010$0$4,906-
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-0$0$4,906-
201918$2,127,683$103,380$12,923iApproximate average salary by contribution assumption: employee only about $323,063 at 4% or $215,375 at 6%; with 50% employer match about $215,375 at 4% or $143,583 at 6%; with 100% employer match about $161,531 at 4% or $107,688 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-8$2,127,683$103,380$12,923iApproximate average salary by contribution assumption: employee only about $323,063 at 4% or $215,375 at 6%; with 50% employer match about $215,375 at 4% or $143,583 at 6%; with 100% employer match about $161,531 at 4% or $107,688 at 6%.
201818$1,737,417$95,318$11,915iApproximate average salary by contribution assumption: employee only about $297,869 at 4% or $198,579 at 6%; with 50% employer match about $198,579 at 4% or $132,386 at 6%; with 100% employer match about $148,934 at 4% or $99,290 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-8$1,737,417$95,318$11,915iApproximate average salary by contribution assumption: employee only about $297,869 at 4% or $198,579 at 6%; with 50% employer match about $198,579 at 4% or $132,386 at 6%; with 100% employer match about $148,934 at 4% or $99,290 at 6%.
201719$1,734,089$89,300$9,922iApproximate average salary by contribution assumption: employee only about $248,056 at 4% or $165,370 at 6%; with 50% employer match about $165,370 at 4% or $110,247 at 6%; with 100% employer match about $124,028 at 4% or $82,685 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-9$1,734,089$89,300$9,922iApproximate average salary by contribution assumption: employee only about $248,056 at 4% or $165,370 at 6%; with 50% employer match about $165,370 at 4% or $110,247 at 6%; with 100% employer match about $124,028 at 4% or $82,685 at 6%.
201618$1,427,401$89,684$11,211iApproximate average salary by contribution assumption: employee only about $280,263 at 4% or $186,842 at 6%; with 50% employer match about $186,842 at 4% or $124,561 at 6%; with 100% employer match about $140,131 at 4% or $93,421 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-8$1,427,401$89,684$11,211iApproximate average salary by contribution assumption: employee only about $280,263 at 4% or $186,842 at 6%; with 50% employer match about $186,842 at 4% or $124,561 at 6%; with 100% employer match about $140,131 at 4% or $93,421 at 6%.
201519$1,259,022$121,395$13,488iApproximate average salary by contribution assumption: employee only about $337,208 at 4% or $224,806 at 6%; with 50% employer match about $224,806 at 4% or $149,870 at 6%; with 100% employer match about $168,604 at 4% or $112,403 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-9$1,259,022$121,395$13,488iApproximate average salary by contribution assumption: employee only about $337,208 at 4% or $224,806 at 6%; with 50% employer match about $224,806 at 4% or $149,870 at 6%; with 100% employer match about $168,604 at 4% or $112,403 at 6%.
201418$1,200,327$95,233$11,904iApproximate average salary by contribution assumption: employee only about $297,603 at 4% or $198,402 at 6%; with 50% employer match about $198,402 at 4% or $132,268 at 6%; with 100% employer match about $148,802 at 4% or $99,201 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-8$1,200,327$95,233$11,904iApproximate average salary by contribution assumption: employee only about $297,603 at 4% or $198,402 at 6%; with 50% employer match about $198,402 at 4% or $132,268 at 6%; with 100% employer match about $148,802 at 4% or $99,201 at 6%.
201319$1,095,090$97,059$10,784iApproximate average salary by contribution assumption: employee only about $269,608 at 4% or $179,739 at 6%; with 50% employer match about $179,739 at 4% or $119,826 at 6%; with 100% employer match about $134,804 at 4% or $89,869 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-9$1,095,090$97,059$10,784iApproximate average salary by contribution assumption: employee only about $269,608 at 4% or $179,739 at 6%; with 50% employer match about $179,739 at 4% or $119,826 at 6%; with 100% employer match about $134,804 at 4% or $89,869 at 6%.
201219$958,096$70,575$7,842iApproximate average salary by contribution assumption: employee only about $196,042 at 4% or $130,694 at 6%; with 50% employer match about $130,694 at 4% or $87,130 at 6%; with 100% employer match about $98,021 at 4% or $65,347 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-9$958,096$70,575$7,842iApproximate average salary by contribution assumption: employee only about $196,042 at 4% or $130,694 at 6%; with 50% employer match about $130,694 at 4% or $87,130 at 6%; with 100% employer match about $98,021 at 4% or $65,347 at 6%.
201119$847,210$65,266$7,252iApproximate average salary by contribution assumption: employee only about $181,294 at 4% or $120,863 at 6%; with 50% employer match about $120,863 at 4% or $80,575 at 6%; with 100% employer match about $90,647 at 4% or $60,431 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-9$847,210$65,266$7,252iApproximate average salary by contribution assumption: employee only about $181,294 at 4% or $120,863 at 6%; with 50% employer match about $120,863 at 4% or $80,575 at 6%; with 100% employer match about $90,647 at 4% or $60,431 at 6%.
2010110$979,561$104,219$10,422iApproximate average salary by contribution assumption: employee only about $260,548 at 4% or $173,698 at 6%; with 50% employer match about $173,698 at 4% or $115,799 at 6%; with 100% employer match about $130,274 at 4% or $86,849 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-10$979,561$104,219$10,422iApproximate average salary by contribution assumption: employee only about $260,548 at 4% or $173,698 at 6%; with 50% employer match about $173,698 at 4% or $115,799 at 6%; with 100% employer match about $130,274 at 4% or $86,849 at 6%.
200919$838,929$125,432$13,937iApproximate average salary by contribution assumption: employee only about $348,422 at 4% or $232,281 at 6%; with 50% employer match about $232,281 at 4% or $154,854 at 6%; with 100% employer match about $174,211 at 4% or $116,141 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-9$838,929$125,432$13,937iApproximate average salary by contribution assumption: employee only about $348,422 at 4% or $232,281 at 6%; with 50% employer match about $232,281 at 4% or $154,854 at 6%; with 100% employer match about $174,211 at 4% or $116,141 at 6%.
200818$702,019$149,161$18,645iApproximate average salary by contribution assumption: employee only about $466,128 at 4% or $310,752 at 6%; with 50% employer match about $310,752 at 4% or $207,168 at 6%; with 100% employer match about $233,064 at 4% or $155,376 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-8$702,019$149,161$18,645iApproximate average salary by contribution assumption: employee only about $466,128 at 4% or $310,752 at 6%; with 50% employer match about $310,752 at 4% or $207,168 at 6%; with 100% employer match about $233,064 at 4% or $155,376 at 6%.
200719$959,573$129,072$14,341iApproximate average salary by contribution assumption: employee only about $358,533 at 4% or $239,022 at 6%; with 50% employer match about $239,022 at 4% or $159,348 at 6%; with 100% employer match about $179,267 at 4% or $119,511 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-9$959,573$129,072$14,341iApproximate average salary by contribution assumption: employee only about $358,533 at 4% or $239,022 at 6%; with 50% employer match about $239,022 at 4% or $159,348 at 6%; with 100% employer match about $179,267 at 4% or $119,511 at 6%.
2006110$791,597$47,987$4,799iApproximate average salary by contribution assumption: employee only about $119,968 at 4% or $79,978 at 6%; with 50% employer match about $79,978 at 4% or $53,319 at 6%; with 100% employer match about $59,984 at 4% or $39,989 at 6%.
Gerald L. Coates, Jr., D.M.D., P.A. 401(K) Plan-10$791,597$47,987$4,799iApproximate average salary by contribution assumption: employee only about $119,968 at 4% or $79,978 at 6%; with 50% employer match about $79,978 at 4% or $53,319 at 6%; with 100% employer match about $59,984 at 4% or $39,989 at 6%.