Civic Intelligence

DR. C. STEADMAN WILLIS, DMD, PA

Plan context: C. STEADMAN WILLIS, DMD, PA 401(K) PLAN

EIN 27-0385689 • Durham, NC • 7 filings • 1 plans

1212 Broad StreetDurham, NC 27705
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$857,206

2025 Contributions

$64,804

Historical Graphs

Total Assets Over Time

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

$5,025,261$2,512,631$0201920222025YearValue
$857,206Latest year 2025

Participants Over Time

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

1050201920222025YearValue
9Latest year 2025

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
202519$857,206$64,804$7,200iApproximate average salary by contribution assumption: employee only about $180,011 at 4% or $120,007 at 6%; with 50% employer match about $120,007 at 4% or $80,005 at 6%; with 100% employer match about $90,006 at 4% or $60,004 at 6%.
C. STEADMAN WILLIS, DMD, PA 401(K) PLAN-9$857,206$64,804$7,200iApproximate average salary by contribution assumption: employee only about $180,011 at 4% or $120,007 at 6%; with 50% employer match about $120,007 at 4% or $80,005 at 6%; with 100% employer match about $90,006 at 4% or $60,004 at 6%.
202419$702,598$73,225$8,136iApproximate average salary by contribution assumption: employee only about $203,403 at 4% or $135,602 at 6%; with 50% employer match about $135,602 at 4% or $90,401 at 6%; with 100% employer match about $101,701 at 4% or $67,801 at 6%.
C. STEADMAN WILLIS, DMD, PA 401(K) PLAN-9$702,598$73,225$8,136iApproximate average salary by contribution assumption: employee only about $203,403 at 4% or $135,602 at 6%; with 50% employer match about $135,602 at 4% or $90,401 at 6%; with 100% employer match about $101,701 at 4% or $67,801 at 6%.
202319$583,639$62,486$6,943iApproximate average salary by contribution assumption: employee only about $173,572 at 4% or $115,715 at 6%; with 50% employer match about $115,715 at 4% or $77,143 at 6%; with 100% employer match about $86,786 at 4% or $57,857 at 6%.
C. STEADMAN WILLIS, DMD, PA 401(K) PLAN-9$583,639$62,486$6,943iApproximate average salary by contribution assumption: employee only about $173,572 at 4% or $115,715 at 6%; with 50% employer match about $115,715 at 4% or $77,143 at 6%; with 100% employer match about $86,786 at 4% or $57,857 at 6%.
202219$427,066$85,643$9,516iApproximate average salary by contribution assumption: employee only about $237,897 at 4% or $158,598 at 6%; with 50% employer match about $158,598 at 4% or $105,732 at 6%; with 100% employer match about $118,949 at 4% or $79,299 at 6%.
C. STEADMAN WILLIS, DMD, PA 401(K) PLAN-9$427,066$85,643$9,516iApproximate average salary by contribution assumption: employee only about $237,897 at 4% or $158,598 at 6%; with 50% employer match about $158,598 at 4% or $105,732 at 6%; with 100% employer match about $118,949 at 4% or $79,299 at 6%.
2021110$5,025,261$4,717,286$471,729iApproximate average salary by contribution assumption: employee only about $11,793,215 at 4% or $7,862,143 at 6%; with 50% employer match about $7,862,143 at 4% or $5,241,429 at 6%; with 100% employer match about $5,896,608 at 4% or $3,931,072 at 6%.
C. STEADMAN WILLIS, DMD, PA 401(K) PLAN-10$5,025,261$4,717,286$471,729iApproximate average salary by contribution assumption: employee only about $11,793,215 at 4% or $7,862,143 at 6%; with 50% employer match about $7,862,143 at 4% or $5,241,429 at 6%; with 100% employer match about $5,896,608 at 4% or $3,931,072 at 6%.
202016$190,101$33,691$5,615iApproximate average salary by contribution assumption: employee only about $140,379 at 4% or $93,586 at 6%; with 50% employer match about $93,586 at 4% or $62,391 at 6%; with 100% employer match about $70,190 at 4% or $46,793 at 6%.
C. STEADMAN WILLIS, DMD, PA 401(K) PLAN-6$190,101$33,691$5,615iApproximate average salary by contribution assumption: employee only about $140,379 at 4% or $93,586 at 6%; with 50% employer match about $93,586 at 4% or $62,391 at 6%; with 100% employer match about $70,190 at 4% or $46,793 at 6%.
201915$134,632$123,623$24,725iApproximate average salary by contribution assumption: employee only about $618,115 at 4% or $412,077 at 6%; with 50% employer match about $412,077 at 4% or $274,718 at 6%; with 100% employer match about $309,058 at 4% or $206,038 at 6%.
C. STEADMAN WILLIS, DMD, PA 401(K) PLAN-5$134,632$123,623$24,725iApproximate average salary by contribution assumption: employee only about $618,115 at 4% or $412,077 at 6%; with 50% employer match about $412,077 at 4% or $274,718 at 6%; with 100% employer match about $309,058 at 4% or $206,038 at 6%.