J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A.
Plan context: J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan
EIN 20-4038064 • Cary, NC • 36 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$4,641,017
2024 Contributions
$37,512
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 2 | $4,641,017 | $0 | - |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 2 | $4,641,017 | $0 | - |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2022 | 2 | 14 | $9,715,829 | $0 | - |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 14 | $5,509,775 | $0 | - |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 5 | $4,206,054 | $0 | - |
| 2021 | 2 | 16 | $11,686,709 | $37,512 | $2,345iApproximate average salary by contribution assumption: employee only about $58,613 at 4% or $39,075 at 6%; with 50% employer match about $39,075 at 4% or $26,050 at 6%; with 100% employer match about $29,306 at 4% or $19,538 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 16 | $6,651,169 | $37,512 | $2,345iApproximate average salary by contribution assumption: employee only about $58,613 at 4% or $39,075 at 6%; with 50% employer match about $39,075 at 4% or $26,050 at 6%; with 100% employer match about $29,306 at 4% or $19,538 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 9 | $5,035,540 | $0 | - |
| 2020 | 2 | 16 | $11,244,639 | $1,308,786 | $81,799iApproximate average salary by contribution assumption: employee only about $2,044,978 at 4% or $1,363,319 at 6%; with 50% employer match about $1,363,319 at 4% or $908,879 at 6%; with 100% employer match about $1,022,489 at 4% or $681,659 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 16 | $6,698,007 | $171,675 | $10,730iApproximate average salary by contribution assumption: employee only about $268,242 at 4% or $178,828 at 6%; with 50% employer match about $178,828 at 4% or $119,219 at 6%; with 100% employer match about $134,121 at 4% or $89,414 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 13 | $4,546,632 | $1,137,111 | $87,470iApproximate average salary by contribution assumption: employee only about $2,186,752 at 4% or $1,457,835 at 6%; with 50% employer match about $1,457,835 at 4% or $971,890 at 6%; with 100% employer match about $1,093,376 at 4% or $728,917 at 6%. |
| 2019 | 2 | 17 | $9,098,576 | $356,018 | $20,942iApproximate average salary by contribution assumption: employee only about $523,556 at 4% or $349,037 at 6%; with 50% employer match about $349,037 at 4% or $232,692 at 6%; with 100% employer match about $261,778 at 4% or $174,519 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 17 | $5,874,524 | $239,478 | $14,087iApproximate average salary by contribution assumption: employee only about $352,174 at 4% or $234,782 at 6%; with 50% employer match about $234,782 at 4% or $156,522 at 6%; with 100% employer match about $176,087 at 4% or $117,391 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 15 | $3,224,052 | $116,540 | $7,769iApproximate average salary by contribution assumption: employee only about $194,233 at 4% or $129,489 at 6%; with 50% employer match about $129,489 at 4% or $86,326 at 6%; with 100% employer match about $97,117 at 4% or $64,744 at 6%. |
| 2018 | 2 | 17 | $7,286,187 | $389,283 | $22,899iApproximate average salary by contribution assumption: employee only about $572,475 at 4% or $381,650 at 6%; with 50% employer match about $381,650 at 4% or $254,433 at 6%; with 100% employer match about $286,238 at 4% or $190,825 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 17 | $4,540,864 | $154,282 | $9,075iApproximate average salary by contribution assumption: employee only about $226,885 at 4% or $151,257 at 6%; with 50% employer match about $151,257 at 4% or $100,838 at 6%; with 100% employer match about $113,443 at 4% or $75,628 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 17 | $2,745,323 | $235,001 | $13,824iApproximate average salary by contribution assumption: employee only about $345,590 at 4% or $230,393 at 6%; with 50% employer match about $230,393 at 4% or $153,595 at 6%; with 100% employer match about $172,795 at 4% or $115,197 at 6%. |
| 2017 | 2 | 18 | $7,459,012 | $372,369 | $20,687iApproximate average salary by contribution assumption: employee only about $517,179 at 4% or $344,786 at 6%; with 50% employer match about $344,786 at 4% or $229,857 at 6%; with 100% employer match about $258,590 at 4% or $172,393 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 17 | $4,828,189 | $142,981 | $8,411iApproximate average salary by contribution assumption: employee only about $210,266 at 4% or $140,177 at 6%; with 50% employer match about $140,177 at 4% or $93,452 at 6%; with 100% employer match about $105,133 at 4% or $70,089 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 18 | $2,630,823 | $229,388 | $12,744iApproximate average salary by contribution assumption: employee only about $318,594 at 4% or $212,396 at 6%; with 50% employer match about $212,396 at 4% or $141,598 at 6%; with 100% employer match about $159,297 at 4% or $106,198 at 6%. |
| 2016 | 2 | 17 | $6,169,596 | $372,772 | $21,928iApproximate average salary by contribution assumption: employee only about $548,194 at 4% or $365,463 at 6%; with 50% employer match about $365,463 at 4% or $243,642 at 6%; with 100% employer match about $274,097 at 4% or $182,731 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 17 | $3,941,478 | $145,215 | $8,542iApproximate average salary by contribution assumption: employee only about $213,551 at 4% or $142,368 at 6%; with 50% employer match about $142,368 at 4% or $94,912 at 6%; with 100% employer match about $106,776 at 4% or $71,184 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 16 | $2,228,118 | $227,557 | $14,222iApproximate average salary by contribution assumption: employee only about $355,558 at 4% or $237,039 at 6%; with 50% employer match about $237,039 at 4% or $158,026 at 6%; with 100% employer match about $177,779 at 4% or $118,519 at 6%. |
| 2015 | 2 | 17 | $5,821,128 | $383,991 | $22,588iApproximate average salary by contribution assumption: employee only about $564,693 at 4% or $376,462 at 6%; with 50% employer match about $376,462 at 4% or $250,975 at 6%; with 100% employer match about $282,346 at 4% or $188,231 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 17 | $3,909,829 | $156,437 | $9,202iApproximate average salary by contribution assumption: employee only about $230,054 at 4% or $153,370 at 6%; with 50% employer match about $153,370 at 4% or $102,246 at 6%; with 100% employer match about $115,027 at 4% or $76,685 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 15 | $1,911,299 | $227,554 | $15,170iApproximate average salary by contribution assumption: employee only about $379,257 at 4% or $252,838 at 6%; with 50% employer match about $252,838 at 4% or $168,559 at 6%; with 100% employer match about $189,628 at 4% or $126,419 at 6%. |
| 2014 | 2 | 17 | $5,605,207 | $399,828 | $23,519iApproximate average salary by contribution assumption: employee only about $587,982 at 4% or $391,988 at 6%; with 50% employer match about $391,988 at 4% or $261,325 at 6%; with 100% employer match about $293,991 at 4% or $195,994 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 17 | $3,854,848 | $167,391 | $9,847iApproximate average salary by contribution assumption: employee only about $246,163 at 4% or $164,109 at 6%; with 50% employer match about $164,109 at 4% or $109,406 at 6%; with 100% employer match about $123,082 at 4% or $82,054 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 13 | $1,750,359 | $232,437 | $17,880iApproximate average salary by contribution assumption: employee only about $446,994 at 4% or $297,996 at 6%; with 50% employer match about $297,996 at 4% or $198,664 at 6%; with 100% employer match about $223,497 at 4% or $148,998 at 6%. |
| 2013 | 2 | 16 | $4,943,672 | $400,957 | $25,060iApproximate average salary by contribution assumption: employee only about $626,495 at 4% or $417,664 at 6%; with 50% employer match about $417,664 at 4% or $278,442 at 6%; with 100% employer match about $313,248 at 4% or $208,832 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 16 | $3,512,775 | $156,809 | $9,801iApproximate average salary by contribution assumption: employee only about $245,014 at 4% or $163,343 at 6%; with 50% employer match about $163,343 at 4% or $108,895 at 6%; with 100% employer match about $122,507 at 4% or $81,671 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 14 | $1,430,897 | $244,148 | $17,439iApproximate average salary by contribution assumption: employee only about $435,979 at 4% or $290,652 at 6%; with 50% employer match about $290,652 at 4% or $193,768 at 6%; with 100% employer match about $217,989 at 4% or $145,326 at 6%. |
| 2012 | 2 | 16 | $3,905,794 | $375,999 | $23,500iApproximate average salary by contribution assumption: employee only about $587,498 at 4% or $391,666 at 6%; with 50% employer match about $391,666 at 4% or $261,110 at 6%; with 100% employer match about $293,749 at 4% or $195,833 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 16 | $2,852,821 | $148,670 | $9,292iApproximate average salary by contribution assumption: employee only about $232,297 at 4% or $154,865 at 6%; with 50% employer match about $154,865 at 4% or $103,243 at 6%; with 100% employer match about $116,148 at 4% or $77,432 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 12 | $1,052,973 | $227,329 | $18,944iApproximate average salary by contribution assumption: employee only about $473,602 at 4% or $315,735 at 6%; with 50% employer match about $315,735 at 4% or $210,490 at 6%; with 100% employer match about $236,801 at 4% or $157,867 at 6%. |
| 2011 | 2 | 15 | $3,149,508 | $339,762 | $22,651iApproximate average salary by contribution assumption: employee only about $566,270 at 4% or $377,513 at 6%; with 50% employer match about $377,513 at 4% or $251,676 at 6%; with 100% employer match about $283,135 at 4% or $188,757 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 15 | $2,385,818 | $120,234 | $8,016iApproximate average salary by contribution assumption: employee only about $200,390 at 4% or $133,593 at 6%; with 50% employer match about $133,593 at 4% or $89,062 at 6%; with 100% employer match about $100,195 at 4% or $66,797 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 11 | $763,690 | $219,528 | $19,957iApproximate average salary by contribution assumption: employee only about $498,927 at 4% or $332,618 at 6%; with 50% employer match about $332,618 at 4% or $221,745 at 6%; with 100% employer match about $249,464 at 4% or $166,309 at 6%. |
| 2010 | 3 | 14 | $3,433,154 | $1,062,043 | $75,860iApproximate average salary by contribution assumption: employee only about $1,896,505 at 4% or $1,264,337 at 6%; with 50% employer match about $1,264,337 at 4% or $842,891 at 6%; with 100% employer match about $948,253 at 4% or $632,168 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 14 | $2,371,222 | $482,043 | $34,432iApproximate average salary by contribution assumption: employee only about $860,791 at 4% or $573,861 at 6%; with 50% employer match about $573,861 at 4% or $382,574 at 6%; with 100% employer match about $430,396 at 4% or $286,930 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 11 | $530,966 | $290,000 | $26,364iApproximate average salary by contribution assumption: employee only about $659,091 at 4% or $439,394 at 6%; with 50% employer match about $439,394 at 4% or $292,929 at 6%; with 100% employer match about $329,545 at 4% or $219,697 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 11 | $530,966 | $290,000 | $26,364iApproximate average salary by contribution assumption: employee only about $659,091 at 4% or $439,394 at 6%; with 50% employer match about $439,394 at 4% or $292,929 at 6%; with 100% employer match about $329,545 at 4% or $219,697 at 6%. |
| 2009 | 3 | 14 | $2,103,186 | $637,564 | $45,540iApproximate average salary by contribution assumption: employee only about $1,138,507 at 4% or $759,005 at 6%; with 50% employer match about $759,005 at 4% or $506,003 at 6%; with 100% employer match about $569,254 at 4% or $379,502 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 14 | $1,641,006 | $175,384 | $12,527iApproximate average salary by contribution assumption: employee only about $313,186 at 4% or $208,790 at 6%; with 50% employer match about $208,790 at 4% or $139,194 at 6%; with 100% employer match about $156,593 at 4% or $104,395 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 11 | $231,090 | $231,090 | $21,008iApproximate average salary by contribution assumption: employee only about $525,205 at 4% or $350,136 at 6%; with 50% employer match about $350,136 at 4% or $233,424 at 6%; with 100% employer match about $262,602 at 4% or $175,068 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S., P.A. Cash Balance Plan | - | 11 | $231,090 | $231,090 | $21,008iApproximate average salary by contribution assumption: employee only about $525,205 at 4% or $350,136 at 6%; with 50% employer match about $350,136 at 4% or $233,424 at 6%; with 100% employer match about $262,602 at 4% or $175,068 at 6%. |
| 2008 | 1 | 13 | $1,197,215 | $159,473 | $12,267iApproximate average salary by contribution assumption: employee only about $306,679 at 4% or $204,453 at 6%; with 50% employer match about $204,453 at 4% or $136,302 at 6%; with 100% employer match about $153,339 at 4% or $102,226 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 13 | $1,197,215 | $159,473 | $12,267iApproximate average salary by contribution assumption: employee only about $306,679 at 4% or $204,453 at 6%; with 50% employer match about $204,453 at 4% or $136,302 at 6%; with 100% employer match about $153,339 at 4% or $102,226 at 6%. |
| 2007 | 1 | 12 | $1,514,773 | $88,327 | $7,361iApproximate average salary by contribution assumption: employee only about $184,015 at 4% or $122,676 at 6%; with 50% employer match about $122,676 at 4% or $81,784 at 6%; with 100% employer match about $92,007 at 4% or $61,338 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 12 | $1,514,773 | $88,327 | $7,361iApproximate average salary by contribution assumption: employee only about $184,015 at 4% or $122,676 at 6%; with 50% employer match about $122,676 at 4% or $81,784 at 6%; with 100% employer match about $92,007 at 4% or $61,338 at 6%. |
| 2006 | 1 | 11 | $1,578,879 | $181,418 | $16,493iApproximate average salary by contribution assumption: employee only about $412,314 at 4% or $274,876 at 6%; with 50% employer match about $274,876 at 4% or $183,251 at 6%; with 100% employer match about $206,157 at 4% or $137,438 at 6%. |
| J. Gregory Mayes, D.D.S., Lisa H. Mayes, D.D.S. P.A. 401(K) Profit Sharing Plan | - | 11 | $1,578,879 | $181,418 | $16,493iApproximate average salary by contribution assumption: employee only about $412,314 at 4% or $274,876 at 6%; with 50% employer match about $274,876 at 4% or $183,251 at 6%; with 100% employer match about $206,157 at 4% or $137,438 at 6%. |