Civic Intelligence

J Lane Putnam Dds

Plan context: J Lane Putnam Dds 401K Profit Sharing Plan & Trust

EIN 20-3958446 • Mooresville, NC • 15 filings • 3 plans

150 Fairview Rd Suite 135Mooresville, NC 28117
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$625,543

2024 Contributions

$50,609

Historical Graphs

Total Assets Over Time

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

$625,543$312,772$0201020172024YearValue
$625,543Latest year 2024

Participants Over Time

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

840201020172024YearValue
6Latest 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
202416$625,543$50,609$8,435iApproximate average salary by contribution assumption: employee only about $210,871 at 4% or $140,581 at 6%; with 50% employer match about $140,581 at 4% or $93,720 at 6%; with 100% employer match about $105,435 at 4% or $70,290 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-6$625,543$50,609$8,435iApproximate average salary by contribution assumption: employee only about $210,871 at 4% or $140,581 at 6%; with 50% employer match about $140,581 at 4% or $93,720 at 6%; with 100% employer match about $105,435 at 4% or $70,290 at 6%.
202317$524,724$48,732$6,962iApproximate average salary by contribution assumption: employee only about $174,043 at 4% or $116,029 at 6%; with 50% employer match about $116,029 at 4% or $77,352 at 6%; with 100% employer match about $87,021 at 4% or $58,014 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$524,724$48,732$6,962iApproximate average salary by contribution assumption: employee only about $174,043 at 4% or $116,029 at 6%; with 50% employer match about $116,029 at 4% or $77,352 at 6%; with 100% employer match about $87,021 at 4% or $58,014 at 6%.
202217$431,992$48,720$6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$431,992$48,720$6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%.
202116$449,310$42,424$7,071iApproximate average salary by contribution assumption: employee only about $176,767 at 4% or $117,844 at 6%; with 50% employer match about $117,844 at 4% or $78,563 at 6%; with 100% employer match about $88,383 at 4% or $58,922 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-6$449,310$42,424$7,071iApproximate average salary by contribution assumption: employee only about $176,767 at 4% or $117,844 at 6%; with 50% employer match about $117,844 at 4% or $78,563 at 6%; with 100% employer match about $88,383 at 4% or $58,922 at 6%.
202017$446,323$38,635$5,519iApproximate average salary by contribution assumption: employee only about $137,982 at 4% or $91,988 at 6%; with 50% employer match about $91,988 at 4% or $61,325 at 6%; with 100% employer match about $68,991 at 4% or $45,994 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$446,323$38,635$5,519iApproximate average salary by contribution assumption: employee only about $137,982 at 4% or $91,988 at 6%; with 50% employer match about $91,988 at 4% or $61,325 at 6%; with 100% employer match about $68,991 at 4% or $45,994 at 6%.
201917$529,925$35,587$5,084iApproximate average salary by contribution assumption: employee only about $127,096 at 4% or $84,731 at 6%; with 50% employer match about $84,731 at 4% or $56,487 at 6%; with 100% employer match about $63,548 at 4% or $42,365 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$529,925$35,587$5,084iApproximate average salary by contribution assumption: employee only about $127,096 at 4% or $84,731 at 6%; with 50% employer match about $84,731 at 4% or $56,487 at 6%; with 100% employer match about $63,548 at 4% or $42,365 at 6%.
201818$496,196$51,717$6,465iApproximate average salary by contribution assumption: employee only about $161,616 at 4% or $107,744 at 6%; with 50% employer match about $107,744 at 4% or $71,829 at 6%; with 100% employer match about $80,808 at 4% or $53,872 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-8$496,196$51,717$6,465iApproximate average salary by contribution assumption: employee only about $161,616 at 4% or $107,744 at 6%; with 50% employer match about $107,744 at 4% or $71,829 at 6%; with 100% employer match about $80,808 at 4% or $53,872 at 6%.
201717$476,251$51,964$7,423iApproximate average salary by contribution assumption: employee only about $185,586 at 4% or $123,724 at 6%; with 50% employer match about $123,724 at 4% or $82,483 at 6%; with 100% employer match about $92,793 at 4% or $61,862 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$476,251$51,964$7,423iApproximate average salary by contribution assumption: employee only about $185,586 at 4% or $123,724 at 6%; with 50% employer match about $123,724 at 4% or $82,483 at 6%; with 100% employer match about $92,793 at 4% or $61,862 at 6%.
201617$374,144$54,797$7,828iApproximate average salary by contribution assumption: employee only about $195,704 at 4% or $130,469 at 6%; with 50% employer match about $130,469 at 4% or $86,979 at 6%; with 100% employer match about $97,852 at 4% or $65,235 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$374,144$54,797$7,828iApproximate average salary by contribution assumption: employee only about $195,704 at 4% or $130,469 at 6%; with 50% employer match about $130,469 at 4% or $86,979 at 6%; with 100% employer match about $97,852 at 4% or $65,235 at 6%.
201517$304,676$51,964$7,423iApproximate average salary by contribution assumption: employee only about $185,586 at 4% or $123,724 at 6%; with 50% employer match about $123,724 at 4% or $82,483 at 6%; with 100% employer match about $92,793 at 4% or $61,862 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$304,676$51,964$7,423iApproximate average salary by contribution assumption: employee only about $185,586 at 4% or $123,724 at 6%; with 50% employer match about $123,724 at 4% or $82,483 at 6%; with 100% employer match about $92,793 at 4% or $61,862 at 6%.
201417$254,668$62,019$8,860iApproximate average salary by contribution assumption: employee only about $221,496 at 4% or $147,664 at 6%; with 50% employer match about $147,664 at 4% or $98,443 at 6%; with 100% employer match about $110,748 at 4% or $73,832 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$254,668$62,019$8,860iApproximate average salary by contribution assumption: employee only about $221,496 at 4% or $147,664 at 6%; with 50% employer match about $147,664 at 4% or $98,443 at 6%; with 100% employer match about $110,748 at 4% or $73,832 at 6%.
201317$183,409$61,947$8,850iApproximate average salary by contribution assumption: employee only about $221,239 at 4% or $147,493 at 6%; with 50% employer match about $147,493 at 4% or $98,329 at 6%; with 100% employer match about $110,620 at 4% or $73,746 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$183,409$61,947$8,850iApproximate average salary by contribution assumption: employee only about $221,239 at 4% or $147,493 at 6%; with 50% employer match about $147,493 at 4% or $98,329 at 6%; with 100% employer match about $110,620 at 4% or $73,746 at 6%.
201217$96,051$17,820$2,546iApproximate average salary by contribution assumption: employee only about $63,643 at 4% or $42,429 at 6%; with 50% employer match about $42,429 at 4% or $28,286 at 6%; with 100% employer match about $31,821 at 4% or $21,214 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-7$96,051$17,820$2,546iApproximate average salary by contribution assumption: employee only about $63,643 at 4% or $42,429 at 6%; with 50% employer match about $42,429 at 4% or $28,286 at 6%; with 100% employer match about $31,821 at 4% or $21,214 at 6%.
201116$70,229$16,933$2,822iApproximate average salary by contribution assumption: employee only about $70,554 at 4% or $47,036 at 6%; with 50% employer match about $47,036 at 4% or $31,357 at 6%; with 100% employer match about $35,277 at 4% or $23,518 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-6$70,229$16,933$2,822iApproximate average salary by contribution assumption: employee only about $70,554 at 4% or $47,036 at 6%; with 50% employer match about $47,036 at 4% or $31,357 at 6%; with 100% employer match about $35,277 at 4% or $23,518 at 6%.
201014$60,878$24,935$6,234iApproximate average salary by contribution assumption: employee only about $155,844 at 4% or $103,896 at 6%; with 50% employer match about $103,896 at 4% or $69,264 at 6%; with 100% employer match about $77,922 at 4% or $51,948 at 6%.
J Lane Putnam Dds 401K Profit Sharing Plan & Trust-4$60,878$24,935$6,234iApproximate average salary by contribution assumption: employee only about $155,844 at 4% or $103,896 at 6%; with 50% employer match about $103,896 at 4% or $69,264 at 6%; with 100% employer match about $77,922 at 4% or $51,948 at 6%.