Civic Intelligence

James B. Congleton, III, Dds

Plan context: James B. Congleton, III, Dds 401(K) Profit Sharing Plan

EIN 26-2783132 • New Bern, NC • 17 filings • 3 plans

700 Mccarthy Blvd.New Bern, NC 28562
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$1,945,812

2024 Contributions

$125,512

Historical Graphs

Total Assets Over Time

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

$2,638,951$1,319,476$0200820162024YearValue
$1,945,812Latest year 2024

Participants Over Time

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

28140200820162024YearValue
22Latest 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
2024122$1,945,812$125,512$5,705iApproximate average salary by contribution assumption: employee only about $142,627 at 4% or $95,085 at 6%; with 50% employer match about $95,085 at 4% or $63,390 at 6%; with 100% employer match about $71,314 at 4% or $47,542 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-22$1,945,812$125,512$5,705iApproximate average salary by contribution assumption: employee only about $142,627 at 4% or $95,085 at 6%; with 50% employer match about $95,085 at 4% or $63,390 at 6%; with 100% employer match about $71,314 at 4% or $47,542 at 6%.
2023119$1,630,818$151,263$7,961iApproximate average salary by contribution assumption: employee only about $199,030 at 4% or $132,687 at 6%; with 50% employer match about $132,687 at 4% or $88,458 at 6%; with 100% employer match about $99,515 at 4% or $66,343 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-19$1,630,818$151,263$7,961iApproximate average salary by contribution assumption: employee only about $199,030 at 4% or $132,687 at 6%; with 50% employer match about $132,687 at 4% or $88,458 at 6%; with 100% employer match about $99,515 at 4% or $66,343 at 6%.
2022119$1,265,477$138,706$7,300iApproximate average salary by contribution assumption: employee only about $182,508 at 4% or $121,672 at 6%; with 50% employer match about $121,672 at 4% or $81,115 at 6%; with 100% employer match about $91,254 at 4% or $60,836 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-19$1,265,477$138,706$7,300iApproximate average salary by contribution assumption: employee only about $182,508 at 4% or $121,672 at 6%; with 50% employer match about $121,672 at 4% or $81,115 at 6%; with 100% employer match about $91,254 at 4% or $60,836 at 6%.
2021120$1,477,166$160,898$8,045iApproximate average salary by contribution assumption: employee only about $201,123 at 4% or $134,082 at 6%; with 50% employer match about $134,082 at 4% or $89,388 at 6%; with 100% employer match about $100,561 at 4% or $67,041 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-20$1,477,166$160,898$8,045iApproximate average salary by contribution assumption: employee only about $201,123 at 4% or $134,082 at 6%; with 50% employer match about $134,082 at 4% or $89,388 at 6%; with 100% employer match about $100,561 at 4% or $67,041 at 6%.
2020121$1,160,836$124,729$5,939iApproximate average salary by contribution assumption: employee only about $148,487 at 4% or $98,991 at 6%; with 50% employer match about $98,991 at 4% or $65,994 at 6%; with 100% employer match about $74,243 at 4% or $49,496 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-21$1,160,836$124,729$5,939iApproximate average salary by contribution assumption: employee only about $148,487 at 4% or $98,991 at 6%; with 50% employer match about $98,991 at 4% or $65,994 at 6%; with 100% employer match about $74,243 at 4% or $49,496 at 6%.
2019119$897,891$157,475$8,288iApproximate average salary by contribution assumption: employee only about $207,204 at 4% or $138,136 at 6%; with 50% employer match about $138,136 at 4% or $92,091 at 6%; with 100% employer match about $103,602 at 4% or $69,068 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-19$897,891$157,475$8,288iApproximate average salary by contribution assumption: employee only about $207,204 at 4% or $138,136 at 6%; with 50% employer match about $138,136 at 4% or $92,091 at 6%; with 100% employer match about $103,602 at 4% or $69,068 at 6%.
2018125$2,480,763$189,600$7,584iApproximate average salary by contribution assumption: employee only about $189,600 at 4% or $126,400 at 6%; with 50% employer match about $126,400 at 4% or $84,267 at 6%; with 100% employer match about $94,800 at 4% or $63,200 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-25$2,480,763$189,600$7,584iApproximate average salary by contribution assumption: employee only about $189,600 at 4% or $126,400 at 6%; with 50% employer match about $126,400 at 4% or $84,267 at 6%; with 100% employer match about $94,800 at 4% or $63,200 at 6%.
2017128$2,638,951$152,302$5,439iApproximate average salary by contribution assumption: employee only about $135,984 at 4% or $90,656 at 6%; with 50% employer match about $90,656 at 4% or $60,437 at 6%; with 100% employer match about $67,992 at 4% or $45,328 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-28$2,638,951$152,302$5,439iApproximate average salary by contribution assumption: employee only about $135,984 at 4% or $90,656 at 6%; with 50% employer match about $90,656 at 4% or $60,437 at 6%; with 100% employer match about $67,992 at 4% or $45,328 at 6%.
2016121$2,327,480$125,763$5,989iApproximate average salary by contribution assumption: employee only about $149,718 at 4% or $99,812 at 6%; with 50% employer match about $99,812 at 4% or $66,541 at 6%; with 100% employer match about $74,859 at 4% or $49,906 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-21$2,327,480$125,763$5,989iApproximate average salary by contribution assumption: employee only about $149,718 at 4% or $99,812 at 6%; with 50% employer match about $99,812 at 4% or $66,541 at 6%; with 100% employer match about $74,859 at 4% or $49,906 at 6%.
2015120$2,112,452$106,054$5,303iApproximate average salary by contribution assumption: employee only about $132,568 at 4% or $88,378 at 6%; with 50% employer match about $88,378 at 4% or $58,919 at 6%; with 100% employer match about $66,284 at 4% or $44,189 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-20$2,112,452$106,054$5,303iApproximate average salary by contribution assumption: employee only about $132,568 at 4% or $88,378 at 6%; with 50% employer match about $88,378 at 4% or $58,919 at 6%; with 100% employer match about $66,284 at 4% or $44,189 at 6%.
2014118$2,127,302$217,324$12,074iApproximate average salary by contribution assumption: employee only about $301,839 at 4% or $201,226 at 6%; with 50% employer match about $201,226 at 4% or $134,151 at 6%; with 100% employer match about $150,919 at 4% or $100,613 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-18$2,127,302$217,324$12,074iApproximate average salary by contribution assumption: employee only about $301,839 at 4% or $201,226 at 6%; with 50% employer match about $201,226 at 4% or $134,151 at 6%; with 100% employer match about $150,919 at 4% or $100,613 at 6%.
2013118$1,806,573$155,860$8,659iApproximate average salary by contribution assumption: employee only about $216,472 at 4% or $144,315 at 6%; with 50% employer match about $144,315 at 4% or $96,210 at 6%; with 100% employer match about $108,236 at 4% or $72,157 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-18$1,806,573$155,860$8,659iApproximate average salary by contribution assumption: employee only about $216,472 at 4% or $144,315 at 6%; with 50% employer match about $144,315 at 4% or $96,210 at 6%; with 100% employer match about $108,236 at 4% or $72,157 at 6%.
2012116$1,450,489$151,015$9,438iApproximate average salary by contribution assumption: employee only about $235,961 at 4% or $157,307 at 6%; with 50% employer match about $157,307 at 4% or $104,872 at 6%; with 100% employer match about $117,980 at 4% or $78,654 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-16$1,450,489$151,015$9,438iApproximate average salary by contribution assumption: employee only about $235,961 at 4% or $157,307 at 6%; with 50% employer match about $157,307 at 4% or $104,872 at 6%; with 100% employer match about $117,980 at 4% or $78,654 at 6%.
2011116$1,172,225$106,473$6,655iApproximate average salary by contribution assumption: employee only about $166,364 at 4% or $110,909 at 6%; with 50% employer match about $110,909 at 4% or $73,940 at 6%; with 100% employer match about $83,182 at 4% or $55,455 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-16$1,172,225$106,473$6,655iApproximate average salary by contribution assumption: employee only about $166,364 at 4% or $110,909 at 6%; with 50% employer match about $110,909 at 4% or $73,940 at 6%; with 100% employer match about $83,182 at 4% or $55,455 at 6%.
2010114$1,145,887$98,419$7,030iApproximate average salary by contribution assumption: employee only about $175,748 at 4% or $117,165 at 6%; with 50% employer match about $117,165 at 4% or $78,110 at 6%; with 100% employer match about $87,874 at 4% or $58,583 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-14$1,145,887$98,419$7,030iApproximate average salary by contribution assumption: employee only about $175,748 at 4% or $117,165 at 6%; with 50% employer match about $117,165 at 4% or $78,110 at 6%; with 100% employer match about $87,874 at 4% or $58,583 at 6%.
2009112$929,020$80,901$6,742iApproximate average salary by contribution assumption: employee only about $168,544 at 4% or $112,363 at 6%; with 50% employer match about $112,363 at 4% or $74,908 at 6%; with 100% employer match about $84,272 at 4% or $56,181 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-12$929,020$80,901$6,742iApproximate average salary by contribution assumption: employee only about $168,544 at 4% or $112,363 at 6%; with 50% employer match about $112,363 at 4% or $74,908 at 6%; with 100% employer match about $84,272 at 4% or $56,181 at 6%.
2008112$669,312$83,603$6,967iApproximate average salary by contribution assumption: employee only about $174,173 at 4% or $116,115 at 6%; with 50% employer match about $116,115 at 4% or $77,410 at 6%; with 100% employer match about $87,086 at 4% or $58,058 at 6%.
James B. Congleton, III, Dds 401(K) Profit Sharing Plan-12$669,312$83,603$6,967iApproximate average salary by contribution assumption: employee only about $174,173 at 4% or $116,115 at 6%; with 50% employer match about $116,115 at 4% or $77,410 at 6%; with 100% employer match about $87,086 at 4% or $58,058 at 6%.