Gerald W. Upton, D.D.S., M.S., Ph.D., P.A.
Plan context: Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan
EIN 20-4703464 • Raleigh, NC • 13 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$15,490
2024 Contributions
$11,167
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 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 3 | $15,490 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 3 | $15,490 | $0 | - |
| 2022 | 1 | 3 | $14,816 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 3 | $14,816 | $0 | - |
| 2021 | 1 | 3 | $76,317 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 3 | $76,317 | $0 | - |
| 2020 | 1 | 3 | $171,289 | $11,167 | $3,722iApproximate average salary by contribution assumption: employee only about $93,058 at 4% or $62,039 at 6%; with 50% employer match about $62,039 at 4% or $41,359 at 6%; with 100% employer match about $46,529 at 4% or $31,019 at 6%. |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 3 | $171,289 | $11,167 | $3,722iApproximate average salary by contribution assumption: employee only about $93,058 at 4% or $62,039 at 6%; with 50% employer match about $62,039 at 4% or $41,359 at 6%; with 100% employer match about $46,529 at 4% or $31,019 at 6%. |
| 2019 | 1 | 3 | $541,603 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 3 | $541,603 | $0 | - |
| 2018 | 1 | 3 | $807,435 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 3 | $807,435 | $0 | - |
| 2017 | 1 | 3 | $1,173,964 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 3 | $1,173,964 | - | - |
| 2016 | 1 | 3 | $1,263,788 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 3 | $1,263,788 | - | - |
| 2015 | 1 | 4 | $1,318,876 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 4 | $1,318,876 | - | - |
| 2014 | 1 | 4 | $1,346,892 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 4 | $1,346,892 | - | - |
| 2013 | 1 | 4 | $1,348,446 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 4 | $1,348,446 | - | - |
| 2012 | 1 | 4 | $1,147,649 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D, P.A. Profit Sharing Plan | - | 4 | $1,147,649 | - | - |