James R. Corcoran, Dds, Pa
Plan context: James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust
EIN 27-1437674 • Pinehurst, NC • 31 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$4,130,843
2024 Contributions
$312,550
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 24 | $4,130,843 | $312,550 | $13,023iApproximate average salary by contribution assumption: employee only about $325,573 at 4% or $217,049 at 6%; with 50% employer match about $217,049 at 4% or $144,699 at 6%; with 100% employer match about $162,786 at 4% or $108,524 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 24 | $2,457,074 | $127,550 | $5,315iApproximate average salary by contribution assumption: employee only about $132,865 at 4% or $88,576 at 6%; with 50% employer match about $88,576 at 4% or $59,051 at 6%; with 100% employer match about $66,432 at 4% or $44,288 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 18 | $1,673,769 | $185,000 | $10,278iApproximate average salary by contribution assumption: employee only about $256,944 at 4% or $171,296 at 6%; with 50% employer match about $171,296 at 4% or $114,198 at 6%; with 100% employer match about $128,472 at 4% or $85,648 at 6%. |
| 2023 | 2 | 23 | $3,483,244 | $351,000 | $15,261iApproximate average salary by contribution assumption: employee only about $381,522 at 4% or $254,348 at 6%; with 50% employer match about $254,348 at 4% or $169,565 at 6%; with 100% employer match about $190,761 at 4% or $127,174 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 23 | $2,078,676 | $151,129 | $6,571iApproximate average salary by contribution assumption: employee only about $164,271 at 4% or $109,514 at 6%; with 50% employer match about $109,514 at 4% or $73,009 at 6%; with 100% employer match about $82,135 at 4% or $54,757 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 18 | $1,404,568 | $199,871 | $11,104iApproximate average salary by contribution assumption: employee only about $277,599 at 4% or $185,066 at 6%; with 50% employer match about $185,066 at 4% or $123,377 at 6%; with 100% employer match about $138,799 at 4% or $92,533 at 6%. |
| 2022 | 2 | 20 | $2,997,207 | $339,799 | $16,990iApproximate average salary by contribution assumption: employee only about $424,749 at 4% or $283,166 at 6%; with 50% employer match about $283,166 at 4% or $188,777 at 6%; with 100% employer match about $212,374 at 4% or $141,583 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 20 | $1,870,022 | $134,503 | $6,725iApproximate average salary by contribution assumption: employee only about $168,129 at 4% or $112,086 at 6%; with 50% employer match about $112,086 at 4% or $74,724 at 6%; with 100% employer match about $84,064 at 4% or $56,043 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 18 | $1,127,185 | $205,296 | $11,405iApproximate average salary by contribution assumption: employee only about $285,133 at 4% or $190,089 at 6%; with 50% employer match about $190,089 at 4% or $126,726 at 6%; with 100% employer match about $142,567 at 4% or $95,044 at 6%. |
| 2021 | 2 | 18 | $3,103,851 | $364,822 | $20,268iApproximate average salary by contribution assumption: employee only about $506,697 at 4% or $337,798 at 6%; with 50% employer match about $337,798 at 4% or $225,199 at 6%; with 100% employer match about $253,349 at 4% or $168,899 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 18 | $2,099,984 | $181,252 | $10,070iApproximate average salary by contribution assumption: employee only about $251,739 at 4% or $167,826 at 6%; with 50% employer match about $167,826 at 4% or $111,884 at 6%; with 100% employer match about $125,869 at 4% or $83,913 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 12 | $1,003,867 | $183,570 | $15,298iApproximate average salary by contribution assumption: employee only about $382,438 at 4% or $254,958 at 6%; with 50% employer match about $254,958 at 4% or $169,972 at 6%; with 100% employer match about $191,219 at 4% or $127,479 at 6%. |
| 2020 | 2 | 16 | $2,444,202 | $297,983 | $18,624iApproximate average salary by contribution assumption: employee only about $465,598 at 4% or $310,399 at 6%; with 50% employer match about $310,399 at 4% or $206,933 at 6%; with 100% employer match about $232,799 at 4% or $155,199 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 16 | $1,673,627 | $117,983 | $7,374iApproximate average salary by contribution assumption: employee only about $184,348 at 4% or $122,899 at 6%; with 50% employer match about $122,899 at 4% or $81,933 at 6%; with 100% employer match about $92,174 at 4% or $61,449 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 13 | $770,575 | $180,000 | $13,846iApproximate average salary by contribution assumption: employee only about $346,154 at 4% or $230,769 at 6%; with 50% employer match about $230,769 at 4% or $153,846 at 6%; with 100% employer match about $173,077 at 4% or $115,385 at 6%. |
| 2019 | 2 | 14 | $2,088,328 | $312,687 | $22,335iApproximate average salary by contribution assumption: employee only about $558,370 at 4% or $372,246 at 6%; with 50% employer match about $372,246 at 4% or $248,164 at 6%; with 100% employer match about $279,185 at 4% or $186,123 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 12 | $1,539,750 | $116,228 | $9,686iApproximate average salary by contribution assumption: employee only about $242,142 at 4% or $161,428 at 6%; with 50% employer match about $161,428 at 4% or $107,619 at 6%; with 100% employer match about $121,071 at 4% or $80,714 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 14 | $548,578 | $196,459 | $14,033iApproximate average salary by contribution assumption: employee only about $350,820 at 4% or $233,880 at 6%; with 50% employer match about $233,880 at 4% or $155,920 at 6%; with 100% employer match about $175,410 at 4% or $116,940 at 6%. |
| 2018 | 2 | 15 | $1,544,995 | $238,128 | $15,875iApproximate average salary by contribution assumption: employee only about $396,880 at 4% or $264,587 at 6%; with 50% employer match about $264,587 at 4% or $176,391 at 6%; with 100% employer match about $198,440 at 4% or $132,293 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 15 | $1,221,695 | $83,375 | $5,558iApproximate average salary by contribution assumption: employee only about $138,958 at 4% or $92,639 at 6%; with 50% employer match about $92,639 at 4% or $61,759 at 6%; with 100% employer match about $69,479 at 4% or $46,319 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 12 | $323,300 | $154,753 | $12,896iApproximate average salary by contribution assumption: employee only about $322,402 at 4% or $214,935 at 6%; with 50% employer match about $214,935 at 4% or $143,290 at 6%; with 100% employer match about $161,201 at 4% or $107,467 at 6%. |
| 2017 | 2 | 14 | $2,614,996 | $312,431 | $22,317iApproximate average salary by contribution assumption: employee only about $557,913 at 4% or $371,942 at 6%; with 50% employer match about $371,942 at 4% or $247,961 at 6%; with 100% employer match about $278,956 at 4% or $185,971 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 14 | $2,438,816 | $143,020 | $10,216iApproximate average salary by contribution assumption: employee only about $255,393 at 4% or $170,262 at 6%; with 50% employer match about $170,262 at 4% or $113,508 at 6%; with 100% employer match about $127,696 at 4% or $85,131 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 13 | $176,180 | $169,411 | $13,032iApproximate average salary by contribution assumption: employee only about $325,790 at 4% or $217,194 at 6%; with 50% employer match about $217,194 at 4% or $144,796 at 6%; with 100% employer match about $162,895 at 4% or $108,597 at 6%. |
| 2016 | 2 | 14 | $2,211,549 | $180,480 | $12,891iApproximate average salary by contribution assumption: employee only about $322,286 at 4% or $214,857 at 6%; with 50% employer match about $214,857 at 4% or $143,238 at 6%; with 100% employer match about $161,143 at 4% or $107,429 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 14 | $2,205,392 | $180,480 | $12,891iApproximate average salary by contribution assumption: employee only about $322,286 at 4% or $214,857 at 6%; with 50% employer match about $214,857 at 4% or $143,238 at 6%; with 100% employer match about $161,143 at 4% or $107,429 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 13 | $6,157 | $0 | - |
| 2015 | 2 | 13 | $1,973,008 | $211,603 | $16,277iApproximate average salary by contribution assumption: employee only about $406,929 at 4% or $271,286 at 6%; with 50% employer match about $271,286 at 4% or $180,857 at 6%; with 100% employer match about $203,464 at 4% or $135,643 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 13 | $1,966,021 | $211,603 | $16,277iApproximate average salary by contribution assumption: employee only about $406,929 at 4% or $271,286 at 6%; with 50% employer match about $271,286 at 4% or $180,857 at 6%; with 100% employer match about $203,464 at 4% or $135,643 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 13 | $6,987 | $0 | - |
| 2014 | 2 | 14 | $1,812,868 | $163,638 | $11,688iApproximate average salary by contribution assumption: employee only about $292,211 at 4% or $194,807 at 6%; with 50% employer match about $194,807 at 4% or $129,871 at 6%; with 100% employer match about $146,105 at 4% or $97,404 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 14 | $1,805,872 | $163,638 | $11,688iApproximate average salary by contribution assumption: employee only about $292,211 at 4% or $194,807 at 6%; with 50% employer match about $194,807 at 4% or $129,871 at 6%; with 100% employer match about $146,105 at 4% or $97,404 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 13 | $6,996 | $0 | - |
| 2013 | 2 | 15 | $1,549,369 | $146,100 | $9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 15 | $1,542,643 | $146,100 | $9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 14 | $6,726 | $0 | - |
| 2012 | 2 | 14 | $1,225,288 | $140,389 | $10,028iApproximate average salary by contribution assumption: employee only about $250,695 at 4% or $167,130 at 6%; with 50% employer match about $167,130 at 4% or $111,420 at 6%; with 100% employer match about $125,347 at 4% or $83,565 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 14 | $1,218,982 | $140,389 | $10,028iApproximate average salary by contribution assumption: employee only about $250,695 at 4% or $167,130 at 6%; with 50% employer match about $167,130 at 4% or $111,420 at 6%; with 100% employer match about $125,347 at 4% or $83,565 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 14 | $6,306 | $0 | - |
| 2011 | 2 | 13 | $974,866 | $161,889 | $12,453iApproximate average salary by contribution assumption: employee only about $311,325 at 4% or $207,550 at 6%; with 50% employer match about $207,550 at 4% or $138,367 at 6%; with 100% employer match about $155,663 at 4% or $103,775 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 13 | $969,102 | $161,889 | $12,453iApproximate average salary by contribution assumption: employee only about $311,325 at 4% or $207,550 at 6%; with 50% employer match about $207,550 at 4% or $138,367 at 6%; with 100% employer match about $155,663 at 4% or $103,775 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 11 | $5,764 | $0 | - |
| 2010 | 2 | 14 | $904,980 | $179,816 | $12,844iApproximate average salary by contribution assumption: employee only about $321,100 at 4% or $214,067 at 6%; with 50% employer match about $214,067 at 4% or $142,711 at 6%; with 100% employer match about $160,550 at 4% or $107,033 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 14 | $897,917 | $172,753 | $12,340iApproximate average salary by contribution assumption: employee only about $308,488 at 4% or $205,658 at 6%; with 50% employer match about $205,658 at 4% or $137,106 at 6%; with 100% employer match about $154,244 at 4% or $102,829 at 6%. |
| James R. Corcoran, D.D.S., P.A. Cash Balance Pension Plan | - | 12 | $7,063 | $7,063 | $589iApproximate average salary by contribution assumption: employee only about $14,715 at 4% or $9,810 at 6%; with 50% employer match about $9,810 at 4% or $6,540 at 6%; with 100% employer match about $7,357 at 4% or $4,905 at 6%. |
| 2009 | 1 | 16 | $714,207 | $111,347 | $6,959iApproximate average salary by contribution assumption: employee only about $173,980 at 4% or $115,986 at 6%; with 50% employer match about $115,986 at 4% or $77,324 at 6%; with 100% employer match about $86,990 at 4% or $57,993 at 6%. |
| James R. Corcoran, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust | - | 16 | $714,207 | $111,347 | $6,959iApproximate average salary by contribution assumption: employee only about $173,980 at 4% or $115,986 at 6%; with 50% employer match about $115,986 at 4% or $77,324 at 6%; with 100% employer match about $86,990 at 4% or $57,993 at 6%. |