Civic Intelligence

Heather D Rorison DMD PLLC

Plan context: Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust

EIN 27-1237343 • Charlotte, NC • 16 filings • 2 plans

3541 Randolf Rd Suite 300Charlotte, NC 28211-2312
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,453,853

2024 Contributions

$130,720

Historical Graphs

Total Assets Over Time

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

$1,453,853$726,927$0200920172024YearValue
$1,453,853Latest year 2024

Participants Over Time

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

740200920162024YearValue
7Latest 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
202417$1,453,853$130,720$18,674iApproximate average salary by contribution assumption: employee only about $466,857 at 4% or $311,238 at 6%; with 50% employer match about $311,238 at 4% or $207,492 at 6%; with 100% employer match about $233,429 at 4% or $155,619 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-7$1,453,853$130,720$18,674iApproximate average salary by contribution assumption: employee only about $466,857 at 4% or $311,238 at 6%; with 50% employer match about $311,238 at 4% or $207,492 at 6%; with 100% employer match about $233,429 at 4% or $155,619 at 6%.
202311$1,357,492$93,043$93,043iApproximate average salary by contribution assumption: employee only about $2,326,075 at 4% or $1,550,717 at 6%; with 50% employer match about $1,550,717 at 4% or $1,033,811 at 6%; with 100% employer match about $1,163,038 at 4% or $775,358 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-1$1,357,492$93,043$93,043iApproximate average salary by contribution assumption: employee only about $2,326,075 at 4% or $1,550,717 at 6%; with 50% employer match about $1,550,717 at 4% or $1,033,811 at 6%; with 100% employer match about $1,163,038 at 4% or $775,358 at 6%.
202216$1,291,648$88,846$14,808iApproximate average salary by contribution assumption: employee only about $370,192 at 4% or $246,794 at 6%; with 50% employer match about $246,794 at 4% or $164,530 at 6%; with 100% employer match about $185,096 at 4% or $123,397 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-6$1,291,648$88,846$14,808iApproximate average salary by contribution assumption: employee only about $370,192 at 4% or $246,794 at 6%; with 50% employer match about $246,794 at 4% or $164,530 at 6%; with 100% employer match about $185,096 at 4% or $123,397 at 6%.
202115$1,446,792$82,318$16,464iApproximate average salary by contribution assumption: employee only about $411,590 at 4% or $274,393 at 6%; with 50% employer match about $274,393 at 4% or $182,929 at 6%; with 100% employer match about $205,795 at 4% or $137,197 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-5$1,446,792$82,318$16,464iApproximate average salary by contribution assumption: employee only about $411,590 at 4% or $274,393 at 6%; with 50% employer match about $274,393 at 4% or $182,929 at 6%; with 100% employer match about $205,795 at 4% or $137,197 at 6%.
202010$1,197,019$28,516-
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-0$1,197,019$28,516-
201910$965,354$13,089-
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-0$965,354$13,089-
201815$749,129$13,483$2,697iApproximate average salary by contribution assumption: employee only about $67,415 at 4% or $44,943 at 6%; with 50% employer match about $44,943 at 4% or $29,962 at 6%; with 100% employer match about $33,708 at 4% or $22,472 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-5$749,129$13,483$2,697iApproximate average salary by contribution assumption: employee only about $67,415 at 4% or $44,943 at 6%; with 50% employer match about $44,943 at 4% or $29,962 at 6%; with 100% employer match about $33,708 at 4% or $22,472 at 6%.
201715$796,347$38,210$7,642iApproximate average salary by contribution assumption: employee only about $191,050 at 4% or $127,367 at 6%; with 50% employer match about $127,367 at 4% or $84,911 at 6%; with 100% employer match about $95,525 at 4% or $63,683 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-5$796,347$38,210$7,642iApproximate average salary by contribution assumption: employee only about $191,050 at 4% or $127,367 at 6%; with 50% employer match about $127,367 at 4% or $84,911 at 6%; with 100% employer match about $95,525 at 4% or $63,683 at 6%.
201615$637,514$38,991$7,798iApproximate average salary by contribution assumption: employee only about $194,955 at 4% or $129,970 at 6%; with 50% employer match about $129,970 at 4% or $86,647 at 6%; with 100% employer match about $97,478 at 4% or $64,985 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-5$637,514$38,991$7,798iApproximate average salary by contribution assumption: employee only about $194,955 at 4% or $129,970 at 6%; with 50% employer match about $129,970 at 4% or $86,647 at 6%; with 100% employer match about $97,478 at 4% or $64,985 at 6%.
201514$559,531$103,710$25,928iApproximate average salary by contribution assumption: employee only about $648,188 at 4% or $432,125 at 6%; with 50% employer match about $432,125 at 4% or $288,083 at 6%; with 100% employer match about $324,094 at 4% or $216,063 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-4$559,531$103,710$25,928iApproximate average salary by contribution assumption: employee only about $648,188 at 4% or $432,125 at 6%; with 50% employer match about $432,125 at 4% or $288,083 at 6%; with 100% employer match about $324,094 at 4% or $216,063 at 6%.
201413$475,042$70,364$23,455iApproximate average salary by contribution assumption: employee only about $586,367 at 4% or $390,911 at 6%; with 50% employer match about $390,911 at 4% or $260,607 at 6%; with 100% employer match about $293,183 at 4% or $195,456 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-3$475,042$70,364$23,455iApproximate average salary by contribution assumption: employee only about $586,367 at 4% or $390,911 at 6%; with 50% employer match about $390,911 at 4% or $260,607 at 6%; with 100% employer match about $293,183 at 4% or $195,456 at 6%.
201315$474,003$82,525$16,505iApproximate average salary by contribution assumption: employee only about $412,625 at 4% or $275,083 at 6%; with 50% employer match about $275,083 at 4% or $183,389 at 6%; with 100% employer match about $206,313 at 4% or $137,542 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-5$474,003$82,525$16,505iApproximate average salary by contribution assumption: employee only about $412,625 at 4% or $275,083 at 6%; with 50% employer match about $275,083 at 4% or $183,389 at 6%; with 100% employer match about $206,313 at 4% or $137,542 at 6%.
201215$325,245$78,177$15,635iApproximate average salary by contribution assumption: employee only about $390,885 at 4% or $260,590 at 6%; with 50% employer match about $260,590 at 4% or $173,727 at 6%; with 100% employer match about $195,443 at 4% or $130,295 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-5$325,245$78,177$15,635iApproximate average salary by contribution assumption: employee only about $390,885 at 4% or $260,590 at 6%; with 50% employer match about $260,590 at 4% or $173,727 at 6%; with 100% employer match about $195,443 at 4% or $130,295 at 6%.
201115$223,203$79,177$15,835iApproximate average salary by contribution assumption: employee only about $395,885 at 4% or $263,923 at 6%; with 50% employer match about $263,923 at 4% or $175,949 at 6%; with 100% employer match about $197,943 at 4% or $131,962 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-5$223,203$79,177$15,835iApproximate average salary by contribution assumption: employee only about $395,885 at 4% or $263,923 at 6%; with 50% employer match about $263,923 at 4% or $175,949 at 6%; with 100% employer match about $197,943 at 4% or $131,962 at 6%.
201015$155,727$64,242$12,848iApproximate average salary by contribution assumption: employee only about $321,210 at 4% or $214,140 at 6%; with 50% employer match about $214,140 at 4% or $142,760 at 6%; with 100% employer match about $160,605 at 4% or $107,070 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-5$155,727$64,242$12,848iApproximate average salary by contribution assumption: employee only about $321,210 at 4% or $214,140 at 6%; with 50% employer match about $214,140 at 4% or $142,760 at 6%; with 100% employer match about $160,605 at 4% or $107,070 at 6%.
200914$78,971$60,837$15,209iApproximate average salary by contribution assumption: employee only about $380,231 at 4% or $253,488 at 6%; with 50% employer match about $253,488 at 4% or $168,992 at 6%; with 100% employer match about $190,116 at 4% or $126,744 at 6%.
Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust-4$78,971$60,837$15,209iApproximate average salary by contribution assumption: employee only about $380,231 at 4% or $253,488 at 6%; with 50% employer match about $253,488 at 4% or $168,992 at 6%; with 100% employer match about $190,116 at 4% or $126,744 at 6%.