Civic Intelligence

Chuanwen Sun, DMD, Pa

Plan context: KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN

EIN 26-2455935 • Durham, NC • 22 filings • 4 plans

5322 NC Hwy 55Suite 104Durham, NC 27713
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,306,907

2024 Contributions

$67,628

Historical Graphs

Total Assets Over Time

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

$3,112,644$1,556,322$0201120192024YearValue
$2,306,907Latest year 2024

Participants Over Time

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

740201120192024YearValue
2Latest 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
202422$2,306,907$67,628$33,814iApproximate average salary by contribution assumption: employee only about $845,350 at 4% or $563,567 at 6%; with 50% employer match about $563,567 at 4% or $375,711 at 6%; with 100% employer match about $422,675 at 4% or $281,783 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-2$2,306,907$0-
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-0$0$67,628-
202327$3,112,644$229,132$32,733iApproximate average salary by contribution assumption: employee only about $818,329 at 4% or $545,552 at 6%; with 50% employer match about $545,552 at 4% or $363,702 at 6%; with 100% employer match about $409,164 at 4% or $272,776 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-4$2,160,421$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-7$952,223$79,132$11,305iApproximate average salary by contribution assumption: employee only about $282,614 at 4% or $188,410 at 6%; with 50% employer match about $188,410 at 4% or $125,606 at 6%; with 100% employer match about $141,307 at 4% or $94,205 at 6%.
202227$2,541,678$361,152$51,593iApproximate average salary by contribution assumption: employee only about $1,289,829 at 4% or $859,886 at 6%; with 50% employer match about $859,886 at 4% or $573,257 at 6%; with 100% employer match about $644,914 at 4% or $429,943 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-4$1,821,758$286,032$71,508iApproximate average salary by contribution assumption: employee only about $1,787,700 at 4% or $1,191,800 at 6%; with 50% employer match about $1,191,800 at 4% or $794,533 at 6%; with 100% employer match about $893,850 at 4% or $595,900 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-7$719,920$75,120$10,731iApproximate average salary by contribution assumption: employee only about $268,286 at 4% or $178,857 at 6%; with 50% employer match about $178,857 at 4% or $119,238 at 6%; with 100% employer match about $134,143 at 4% or $89,429 at 6%.
202124$2,626,375$449,275$112,319iApproximate average salary by contribution assumption: employee only about $2,807,969 at 4% or $1,871,979 at 6%; with 50% employer match about $1,871,979 at 4% or $1,247,986 at 6%; with 100% employer match about $1,403,984 at 4% or $935,990 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-3$1,751,759$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-4$874,616$49,275$12,319iApproximate average salary by contribution assumption: employee only about $307,969 at 4% or $205,313 at 6%; with 50% employer match about $205,313 at 4% or $136,875 at 6%; with 100% employer match about $153,984 at 4% or $102,656 at 6%.
202024$1,978,601$191,788$47,947iApproximate average salary by contribution assumption: employee only about $1,198,675 at 4% or $799,117 at 6%; with 50% employer match about $799,117 at 4% or $532,744 at 6%; with 100% employer match about $599,338 at 4% or $399,558 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-3$1,266,886$147,500$49,167iApproximate average salary by contribution assumption: employee only about $1,229,167 at 4% or $819,444 at 6%; with 50% employer match about $819,444 at 4% or $546,296 at 6%; with 100% employer match about $614,583 at 4% or $409,722 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-4$711,715$44,288$11,072iApproximate average salary by contribution assumption: employee only about $276,800 at 4% or $184,533 at 6%; with 50% employer match about $184,533 at 4% or $123,022 at 6%; with 100% employer match about $138,400 at 4% or $92,267 at 6%.
201924$1,557,410$190,945$47,736iApproximate average salary by contribution assumption: employee only about $1,193,406 at 4% or $795,604 at 6%; with 50% employer match about $795,604 at 4% or $530,403 at 6%; with 100% employer match about $596,703 at 4% or $397,802 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-4$1,003,613$140,115$35,029iApproximate average salary by contribution assumption: employee only about $875,719 at 4% or $583,813 at 6%; with 50% employer match about $583,813 at 4% or $389,208 at 6%; with 100% employer match about $437,859 at 4% or $291,906 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-3$553,797$50,830$16,943iApproximate average salary by contribution assumption: employee only about $423,583 at 4% or $282,389 at 6%; with 50% employer match about $282,389 at 4% or $188,259 at 6%; with 100% employer match about $211,792 at 4% or $141,194 at 6%.
201823$1,178,011$320,764$106,921iApproximate average salary by contribution assumption: employee only about $2,673,033 at 4% or $1,782,022 at 6%; with 50% employer match about $1,782,022 at 4% or $1,188,015 at 6%; with 100% employer match about $1,336,517 at 4% or $891,011 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-2$771,332$260,255$130,128iApproximate average salary by contribution assumption: employee only about $3,253,188 at 4% or $2,168,792 at 6%; with 50% employer match about $2,168,792 at 4% or $1,445,861 at 6%; with 100% employer match about $1,626,594 at 4% or $1,084,396 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-3$406,679$60,509$20,170iApproximate average salary by contribution assumption: employee only about $504,242 at 4% or $336,161 at 6%; with 50% employer match about $336,161 at 4% or $224,107 at 6%; with 100% employer match about $252,121 at 4% or $168,081 at 6%.
201724$907,528$444,993$111,248iApproximate average salary by contribution assumption: employee only about $2,781,206 at 4% or $1,854,138 at 6%; with 50% employer match about $1,854,138 at 4% or $1,236,092 at 6%; with 100% employer match about $1,390,603 at 4% or $927,069 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-3$536,838$215,782$71,927iApproximate average salary by contribution assumption: employee only about $1,798,183 at 4% or $1,198,789 at 6%; with 50% employer match about $1,198,789 at 4% or $799,193 at 6%; with 100% employer match about $899,092 at 4% or $599,394 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-4$370,690$229,211$57,303iApproximate average salary by contribution assumption: employee only about $1,432,569 at 4% or $955,046 at 6%; with 50% employer match about $955,046 at 4% or $636,697 at 6%; with 100% employer match about $716,284 at 4% or $477,523 at 6%.
201625$400,802$191,968$38,394iApproximate average salary by contribution assumption: employee only about $959,840 at 4% or $639,893 at 6%; with 50% employer match about $639,893 at 4% or $426,596 at 6%; with 100% employer match about $479,920 at 4% or $319,947 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-4$295,320$147,500$36,875iApproximate average salary by contribution assumption: employee only about $921,875 at 4% or $614,583 at 6%; with 50% employer match about $614,583 at 4% or $409,722 at 6%; with 100% employer match about $460,938 at 4% or $307,292 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-5$105,482$44,468$8,894iApproximate average salary by contribution assumption: employee only about $222,340 at 4% or $148,227 at 6%; with 50% employer match about $148,227 at 4% or $98,818 at 6%; with 100% employer match about $111,170 at 4% or $74,113 at 6%.
201525$205,612$205,612$41,122iApproximate average salary by contribution assumption: employee only about $1,028,060 at 4% or $685,373 at 6%; with 50% employer match about $685,373 at 4% or $456,916 at 6%; with 100% employer match about $514,030 at 4% or $342,687 at 6%.
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN-5$147,500$147,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Kitt Creek Family Dentistry 401(K) Profit Sharing Plan-5$58,112$58,112$11,622iApproximate average salary by contribution assumption: employee only about $290,560 at 4% or $193,707 at 6%; with 50% employer match about $193,707 at 4% or $129,138 at 6%; with 100% employer match about $145,280 at 4% or $96,853 at 6%.
201310$0$0-
Self Employed 401K Plan-0---
201111$144,501$81,500$81,500iApproximate average salary by contribution assumption: employee only about $2,037,500 at 4% or $1,358,333 at 6%; with 50% employer match about $1,358,333 at 4% or $905,556 at 6%; with 100% employer match about $1,018,750 at 4% or $679,167 at 6%.
SOLO 401(K)-1$144,501$81,500$81,500iApproximate average salary by contribution assumption: employee only about $2,037,500 at 4% or $1,358,333 at 6%; with 50% employer match about $1,358,333 at 4% or $905,556 at 6%; with 100% employer match about $1,018,750 at 4% or $679,167 at 6%.