Civic Intelligence

Evan G. Long, Dds, Pa

Plan context: Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust

EIN 27-0063303 • Concord, NC • 21 filings • 2 plans

5641 Poplar Tent Road, Suite 201Concord, NC 28027-7588
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$2,669,301

2016 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$3,117,043$1,558,522$0200420102015YearValue
$2,669,301Latest year 2015

Participants Over Time

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

1790200420102015YearValue
2Latest year 2015

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
201610$0$0-
Evan G. Long, Dds, Pa Retirement Savings Plan-0$0--
201522$2,669,301$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-2$1,763,908$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-2$905,393--
2014213$3,117,043$578,448$44,496iApproximate average salary by contribution assumption: employee only about $1,112,400 at 4% or $741,600 at 6%; with 50% employer match about $741,600 at 4% or $494,400 at 6%; with 100% employer match about $556,200 at 4% or $370,800 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-13$1,766,415$495,000$38,077iApproximate average salary by contribution assumption: employee only about $951,923 at 4% or $634,615 at 6%; with 50% employer match about $634,615 at 4% or $423,077 at 6%; with 100% employer match about $475,962 at 4% or $317,308 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-12$1,350,628$83,448$6,954iApproximate average salary by contribution assumption: employee only about $173,850 at 4% or $115,900 at 6%; with 50% employer match about $115,900 at 4% or $77,267 at 6%; with 100% employer match about $86,925 at 4% or $57,950 at 6%.
2013215$2,441,442$244,888$16,326iApproximate average salary by contribution assumption: employee only about $408,147 at 4% or $272,098 at 6%; with 50% employer match about $272,098 at 4% or $181,399 at 6%; with 100% employer match about $204,073 at 4% or $136,049 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-14$1,228,030$119,691$8,549iApproximate average salary by contribution assumption: employee only about $213,734 at 4% or $142,489 at 6%; with 50% employer match about $142,489 at 4% or $94,993 at 6%; with 100% employer match about $106,867 at 4% or $71,245 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-15$1,213,412$125,197$8,346iApproximate average salary by contribution assumption: employee only about $208,662 at 4% or $139,108 at 6%; with 50% employer match about $139,108 at 4% or $92,739 at 6%; with 100% employer match about $104,331 at 4% or $69,554 at 6%.
2012217$1,946,964$249,408$14,671iApproximate average salary by contribution assumption: employee only about $366,776 at 4% or $244,518 at 6%; with 50% employer match about $244,518 at 4% or $163,012 at 6%; with 100% employer match about $183,388 at 4% or $122,259 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-14$984,001$125,235$8,945iApproximate average salary by contribution assumption: employee only about $223,634 at 4% or $149,089 at 6%; with 50% employer match about $149,089 at 4% or $99,393 at 6%; with 100% employer match about $111,817 at 4% or $74,545 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-17$962,963$124,173$7,304iApproximate average salary by contribution assumption: employee only about $182,607 at 4% or $121,738 at 6%; with 50% employer match about $121,738 at 4% or $81,159 at 6%; with 100% employer match about $91,304 at 4% or $60,869 at 6%.
2011216$1,559,244$246,974$15,436iApproximate average salary by contribution assumption: employee only about $385,897 at 4% or $257,265 at 6%; with 50% employer match about $257,265 at 4% or $171,510 at 6%; with 100% employer match about $192,948 at 4% or $128,632 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-13$787,857$91,692$7,053iApproximate average salary by contribution assumption: employee only about $176,331 at 4% or $117,554 at 6%; with 50% employer match about $117,554 at 4% or $78,369 at 6%; with 100% employer match about $88,165 at 4% or $58,777 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-16$771,387$155,282$9,705iApproximate average salary by contribution assumption: employee only about $242,628 at 4% or $161,752 at 6%; with 50% employer match about $161,752 at 4% or $107,835 at 6%; with 100% employer match about $121,314 at 4% or $80,876 at 6%.
2010216$1,348,239$259,954$16,247iApproximate average salary by contribution assumption: employee only about $406,178 at 4% or $270,785 at 6%; with 50% employer match about $270,785 at 4% or $180,524 at 6%; with 100% employer match about $203,089 at 4% or $135,393 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-13$714,235$130,466$10,036iApproximate average salary by contribution assumption: employee only about $250,896 at 4% or $167,264 at 6%; with 50% employer match about $167,264 at 4% or $111,509 at 6%; with 100% employer match about $125,448 at 4% or $83,632 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-16$634,004$129,488$8,093iApproximate average salary by contribution assumption: employee only about $202,325 at 4% or $134,883 at 6%; with 50% employer match about $134,883 at 4% or $89,922 at 6%; with 100% employer match about $101,163 at 4% or $67,442 at 6%.
2009215$1,011,236$238,975$15,932iApproximate average salary by contribution assumption: employee only about $398,292 at 4% or $265,528 at 6%; with 50% employer match about $265,528 at 4% or $177,019 at 6%; with 100% employer match about $199,146 at 4% or $132,764 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-14$544,318$118,112$8,437iApproximate average salary by contribution assumption: employee only about $210,914 at 4% or $140,610 at 6%; with 50% employer match about $140,610 at 4% or $93,740 at 6%; with 100% employer match about $105,457 at 4% or $70,305 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-15$466,918$120,863$8,058iApproximate average salary by contribution assumption: employee only about $201,438 at 4% or $134,292 at 6%; with 50% employer match about $134,292 at 4% or $89,528 at 6%; with 100% employer match about $100,719 at 4% or $67,146 at 6%.
2007212$574,584$209,918$17,493iApproximate average salary by contribution assumption: employee only about $437,329 at 4% or $291,553 at 6%; with 50% employer match about $291,553 at 4% or $194,369 at 6%; with 100% employer match about $218,665 at 4% or $145,776 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-12$362,485$97,150$8,096iApproximate average salary by contribution assumption: employee only about $202,396 at 4% or $134,931 at 6%; with 50% employer match about $134,931 at 4% or $89,954 at 6%; with 100% employer match about $101,198 at 4% or $67,465 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-12$212,099$112,768$9,397iApproximate average salary by contribution assumption: employee only about $234,933 at 4% or $156,622 at 6%; with 50% employer match about $156,622 at 4% or $104,415 at 6%; with 100% employer match about $117,467 at 4% or $78,311 at 6%.
2006212$366,477$183,378$15,282iApproximate average salary by contribution assumption: employee only about $382,038 at 4% or $254,692 at 6%; with 50% employer match about $254,692 at 4% or $169,794 at 6%; with 100% employer match about $191,019 at 4% or $127,346 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-12$258,296$75,197$6,266iApproximate average salary by contribution assumption: employee only about $156,660 at 4% or $104,440 at 6%; with 50% employer match about $104,440 at 4% or $69,627 at 6%; with 100% employer match about $78,330 at 4% or $52,220 at 6%.
Evan G. Long, Dds, Pa Cash Balance Pension Plan & Trust-12$108,181$108,181$9,015iApproximate average salary by contribution assumption: employee only about $225,377 at 4% or $150,251 at 6%; with 50% employer match about $150,251 at 4% or $100,168 at 6%; with 100% employer match about $112,689 at 4% or $75,126 at 6%.
200518$166,851$109,047$13,631iApproximate average salary by contribution assumption: employee only about $340,772 at 4% or $227,181 at 6%; with 50% employer match about $227,181 at 4% or $151,454 at 6%; with 100% employer match about $170,386 at 4% or $113,591 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-8$166,851$109,047$13,631iApproximate average salary by contribution assumption: employee only about $340,772 at 4% or $227,181 at 6%; with 50% employer match about $227,181 at 4% or $151,454 at 6%; with 100% employer match about $170,386 at 4% or $113,591 at 6%.
200415$51,851$51,851$10,370iApproximate average salary by contribution assumption: employee only about $259,255 at 4% or $172,837 at 6%; with 50% employer match about $172,837 at 4% or $115,224 at 6%; with 100% employer match about $129,628 at 4% or $86,418 at 6%.
Evan G. Long, Dds, Pa Retirement Savings Plan-5$51,851$51,851$10,370iApproximate average salary by contribution assumption: employee only about $259,255 at 4% or $172,837 at 6%; with 50% employer match about $172,837 at 4% or $115,224 at 6%; with 100% employer match about $129,628 at 4% or $86,418 at 6%.