Civic Intelligence

Stephen J. Wessels, DMD, PA

Plan context: STEPHEN J. WESSELS, DMD, PA CASH BALANCE PLAN

EIN 20-4325634 • Wilkesboro, NC • 22 filings • 4 plans

1509 River StreetWilkesboro, NC 28697
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,538,176

2024 Contributions

$6,988

Historical Graphs

Total Assets Over Time

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

$3,538,176$1,769,088$0200620152023YearValue
$3,538,176Latest year 2023

Participants Over Time

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

840200620152023YearValue
8Latest year 2023

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
202410$0$6,988-
STEPHEN J. WESSELS, DMD, PA CASH BALANCE PLAN-0$0$6,988-
202328$3,538,176$544,349$68,044iApproximate average salary by contribution assumption: employee only about $1,701,091 at 4% or $1,134,060 at 6%; with 50% employer match about $1,134,060 at 4% or $756,040 at 6%; with 100% employer match about $850,545 at 4% or $567,030 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-8$2,597,773$69,349$8,669iApproximate average salary by contribution assumption: employee only about $216,716 at 4% or $144,477 at 6%; with 50% employer match about $144,477 at 4% or $96,318 at 6%; with 100% employer match about $108,358 at 4% or $72,239 at 6%.
STEPHEN J. WESSELS, DMD, PA CASH BALANCE PLAN-7$940,403$475,000$67,857iApproximate average salary by contribution assumption: employee only about $1,696,429 at 4% or $1,130,952 at 6%; with 50% employer match about $1,130,952 at 4% or $753,968 at 6%; with 100% employer match about $848,214 at 4% or $565,476 at 6%.
202228$2,809,788$330,854$41,357iApproximate average salary by contribution assumption: employee only about $1,033,919 at 4% or $689,279 at 6%; with 50% employer match about $689,279 at 4% or $459,519 at 6%; with 100% employer match about $516,959 at 4% or $344,640 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-8$2,368,213$87,394$10,924iApproximate average salary by contribution assumption: employee only about $273,106 at 4% or $182,071 at 6%; with 50% employer match about $182,071 at 4% or $121,381 at 6%; with 100% employer match about $136,553 at 4% or $91,035 at 6%.
STEPHEN J. WESSELS, DMD, PA CASH BALANCE PLAN-7$441,575$243,460$34,780iApproximate average salary by contribution assumption: employee only about $869,500 at 4% or $579,667 at 6%; with 50% employer match about $579,667 at 4% or $386,444 at 6%; with 100% employer match about $434,750 at 4% or $289,833 at 6%.
202127$2,959,449$316,440$45,206iApproximate average salary by contribution assumption: employee only about $1,130,143 at 4% or $753,429 at 6%; with 50% employer match about $753,429 at 4% or $502,286 at 6%; with 100% employer match about $565,071 at 4% or $376,714 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-7$2,726,557$87,770$12,539iApproximate average salary by contribution assumption: employee only about $313,464 at 4% or $208,976 at 6%; with 50% employer match about $208,976 at 4% or $139,317 at 6%; with 100% employer match about $156,732 at 4% or $104,488 at 6%.
STEPHEN J. WESSELS, DMD, PA CASH BALANCE PLAN-6$232,892$228,670$38,112iApproximate average salary by contribution assumption: employee only about $952,792 at 4% or $635,194 at 6%; with 50% employer match about $635,194 at 4% or $423,463 at 6%; with 100% employer match about $476,396 at 4% or $317,597 at 6%.
202017$2,330,964$140,766$20,109iApproximate average salary by contribution assumption: employee only about $502,736 at 4% or $335,157 at 6%; with 50% employer match about $335,157 at 4% or $223,438 at 6%; with 100% employer match about $251,368 at 4% or $167,579 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-7$2,330,964$140,766$20,109iApproximate average salary by contribution assumption: employee only about $502,736 at 4% or $335,157 at 6%; with 50% employer match about $335,157 at 4% or $223,438 at 6%; with 100% employer match about $251,368 at 4% or $167,579 at 6%.
201917$1,903,262$138,743$19,820iApproximate average salary by contribution assumption: employee only about $495,511 at 4% or $330,340 at 6%; with 50% employer match about $330,340 at 4% or $220,227 at 6%; with 100% employer match about $247,755 at 4% or $165,170 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-7$1,903,262$138,743$19,820iApproximate average salary by contribution assumption: employee only about $495,511 at 4% or $330,340 at 6%; with 50% employer match about $330,340 at 4% or $220,227 at 6%; with 100% employer match about $247,755 at 4% or $165,170 at 6%.
201817$1,520,094$137,491$19,642iApproximate average salary by contribution assumption: employee only about $491,039 at 4% or $327,360 at 6%; with 50% employer match about $327,360 at 4% or $218,240 at 6%; with 100% employer match about $245,520 at 4% or $163,680 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-7$1,520,094$137,491$19,642iApproximate average salary by contribution assumption: employee only about $491,039 at 4% or $327,360 at 6%; with 50% employer match about $327,360 at 4% or $218,240 at 6%; with 100% employer match about $245,520 at 4% or $163,680 at 6%.
201716$1,469,039$117,282$19,547iApproximate average salary by contribution assumption: employee only about $488,675 at 4% or $325,783 at 6%; with 50% employer match about $325,783 at 4% or $217,189 at 6%; with 100% employer match about $244,338 at 4% or $162,892 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-6$1,469,039$117,282$19,547iApproximate average salary by contribution assumption: employee only about $488,675 at 4% or $325,783 at 6%; with 50% employer match about $325,783 at 4% or $217,189 at 6%; with 100% employer match about $244,338 at 4% or $162,892 at 6%.
201616$1,263,390$64,845$10,808iApproximate average salary by contribution assumption: employee only about $270,188 at 4% or $180,125 at 6%; with 50% employer match about $180,125 at 4% or $120,083 at 6%; with 100% employer match about $135,094 at 4% or $90,063 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-6$1,263,390$64,845$10,808iApproximate average salary by contribution assumption: employee only about $270,188 at 4% or $180,125 at 6%; with 50% employer match about $180,125 at 4% or $120,083 at 6%; with 100% employer match about $135,094 at 4% or $90,063 at 6%.
201516$1,124,709$57,267$9,545iApproximate average salary by contribution assumption: employee only about $238,613 at 4% or $159,075 at 6%; with 50% employer match about $159,075 at 4% or $106,050 at 6%; with 100% employer match about $119,306 at 4% or $79,538 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-6$1,124,709$57,267$9,545iApproximate average salary by contribution assumption: employee only about $238,613 at 4% or $159,075 at 6%; with 50% employer match about $159,075 at 4% or $106,050 at 6%; with 100% employer match about $119,306 at 4% or $79,538 at 6%.
201415$1,085,610$53,793$10,759iApproximate average salary by contribution assumption: employee only about $268,965 at 4% or $179,310 at 6%; with 50% employer match about $179,310 at 4% or $119,540 at 6%; with 100% employer match about $134,483 at 4% or $89,655 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-5$1,085,610$53,793$10,759iApproximate average salary by contribution assumption: employee only about $268,965 at 4% or $179,310 at 6%; with 50% employer match about $179,310 at 4% or $119,540 at 6%; with 100% employer match about $134,483 at 4% or $89,655 at 6%.
201315$996,977$55,131$11,026iApproximate average salary by contribution assumption: employee only about $275,655 at 4% or $183,770 at 6%; with 50% employer match about $183,770 at 4% or $122,513 at 6%; with 100% employer match about $137,828 at 4% or $91,885 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-5$996,977$55,131$11,026iApproximate average salary by contribution assumption: employee only about $275,655 at 4% or $183,770 at 6%; with 50% employer match about $183,770 at 4% or $122,513 at 6%; with 100% employer match about $137,828 at 4% or $91,885 at 6%.
201215$910,883$48,553$9,711iApproximate average salary by contribution assumption: employee only about $242,765 at 4% or $161,843 at 6%; with 50% employer match about $161,843 at 4% or $107,896 at 6%; with 100% employer match about $121,383 at 4% or $80,922 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-5$910,883$48,553$9,711iApproximate average salary by contribution assumption: employee only about $242,765 at 4% or $161,843 at 6%; with 50% employer match about $161,843 at 4% or $107,896 at 6%; with 100% employer match about $121,383 at 4% or $80,922 at 6%.
201116$789,169$48,480$8,080iApproximate average salary by contribution assumption: employee only about $202,000 at 4% or $134,667 at 6%; with 50% employer match about $134,667 at 4% or $89,778 at 6%; with 100% employer match about $101,000 at 4% or $67,333 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-6$789,169$48,480$8,080iApproximate average salary by contribution assumption: employee only about $202,000 at 4% or $134,667 at 6%; with 50% employer match about $134,667 at 4% or $89,778 at 6%; with 100% employer match about $101,000 at 4% or $67,333 at 6%.
201016$729,253$48,635$8,106iApproximate average salary by contribution assumption: employee only about $202,646 at 4% or $135,097 at 6%; with 50% employer match about $135,097 at 4% or $90,065 at 6%; with 100% employer match about $101,323 at 4% or $67,549 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-6$729,253$48,635$8,106iApproximate average salary by contribution assumption: employee only about $202,646 at 4% or $135,097 at 6%; with 50% employer match about $135,097 at 4% or $90,065 at 6%; with 100% employer match about $101,323 at 4% or $67,549 at 6%.
200916$651,898$73,934$12,322iApproximate average salary by contribution assumption: employee only about $308,058 at 4% or $205,372 at 6%; with 50% employer match about $205,372 at 4% or $136,915 at 6%; with 100% employer match about $154,029 at 4% or $102,686 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-6$651,898$73,934$12,322iApproximate average salary by contribution assumption: employee only about $308,058 at 4% or $205,372 at 6%; with 50% employer match about $205,372 at 4% or $136,915 at 6%; with 100% employer match about $154,029 at 4% or $102,686 at 6%.
200816$531,208$74,258$12,376iApproximate average salary by contribution assumption: employee only about $309,408 at 4% or $206,272 at 6%; with 50% employer match about $206,272 at 4% or $137,515 at 6%; with 100% employer match about $154,704 at 4% or $103,136 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-6$531,208$74,258$12,376iApproximate average salary by contribution assumption: employee only about $309,408 at 4% or $206,272 at 6%; with 50% employer match about $206,272 at 4% or $137,515 at 6%; with 100% employer match about $154,704 at 4% or $103,136 at 6%.
200716$577,532$73,588$12,265iApproximate average salary by contribution assumption: employee only about $306,617 at 4% or $204,411 at 6%; with 50% employer match about $204,411 at 4% or $136,274 at 6%; with 100% employer match about $153,308 at 4% or $102,206 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-6$577,532$73,588$12,265iApproximate average salary by contribution assumption: employee only about $306,617 at 4% or $204,411 at 6%; with 50% employer match about $204,411 at 4% or $136,274 at 6%; with 100% employer match about $153,308 at 4% or $102,206 at 6%.
200617$461,088$72,869$10,410iApproximate average salary by contribution assumption: employee only about $260,246 at 4% or $173,498 at 6%; with 50% employer match about $173,498 at 4% or $115,665 at 6%; with 100% employer match about $130,123 at 4% or $86,749 at 6%.
Stephen J. Wessels, DMD, Pa 401K Plan-7$461,088$72,869$10,410iApproximate average salary by contribution assumption: employee only about $260,246 at 4% or $173,498 at 6%; with 50% employer match about $173,498 at 4% or $115,665 at 6%; with 100% employer match about $130,123 at 4% or $86,749 at 6%.