Civic Intelligence

Robert R. Haglund, Jr. DMD, Mds, Pa

Plan context: Lake Norman Endodontics 401(K) Profit Sharing Plan

EIN 27-4084142 • Mooresville, NC • 12 filings • 1 plans

150 Professional Park Dr, Ste 100Mooresville, NC 28117
Current Snapshot

Latest Year

2022

2022 Participants

12

2022 Assets

$1,981,992

2022 Contributions

$97,395

Historical Graphs

Total Assets Over Time

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

$1,981,992$990,996$0201120162021YearValue
$1,981,992Latest year 2021

Participants Over Time

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

1260201120162021YearValue
12Latest year 2021

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
202210$0$0-
Lake Norman Endodontics 401(K) Profit Sharing Plan-0$0--
2021112$1,981,992$97,395$8,116iApproximate average salary by contribution assumption: employee only about $202,906 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,181 at 6%; with 100% employer match about $101,453 at 4% or $67,635 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-12$1,981,992$97,395$8,116iApproximate average salary by contribution assumption: employee only about $202,906 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,181 at 6%; with 100% employer match about $101,453 at 4% or $67,635 at 6%.
2020111$1,674,272$93,079$8,462iApproximate average salary by contribution assumption: employee only about $211,543 at 4% or $141,029 at 6%; with 50% employer match about $141,029 at 4% or $94,019 at 6%; with 100% employer match about $105,772 at 4% or $70,514 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-11$1,674,272$93,079$8,462iApproximate average salary by contribution assumption: employee only about $211,543 at 4% or $141,029 at 6%; with 50% employer match about $141,029 at 4% or $94,019 at 6%; with 100% employer match about $105,772 at 4% or $70,514 at 6%.
201918$1,361,494$85,291$10,661iApproximate average salary by contribution assumption: employee only about $266,534 at 4% or $177,690 at 6%; with 50% employer match about $177,690 at 4% or $118,460 at 6%; with 100% employer match about $133,267 at 4% or $88,845 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-8$1,361,494$85,291$10,661iApproximate average salary by contribution assumption: employee only about $266,534 at 4% or $177,690 at 6%; with 50% employer match about $177,690 at 4% or $118,460 at 6%; with 100% employer match about $133,267 at 4% or $88,845 at 6%.
201818$1,120,699$83,058$10,382iApproximate average salary by contribution assumption: employee only about $259,556 at 4% or $173,038 at 6%; with 50% employer match about $173,038 at 4% or $115,358 at 6%; with 100% employer match about $129,778 at 4% or $86,519 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-8$1,120,699$83,058$10,382iApproximate average salary by contribution assumption: employee only about $259,556 at 4% or $173,038 at 6%; with 50% employer match about $173,038 at 4% or $115,358 at 6%; with 100% employer match about $129,778 at 4% or $86,519 at 6%.
201718$1,090,905$79,438$9,930iApproximate average salary by contribution assumption: employee only about $248,244 at 4% or $165,496 at 6%; with 50% employer match about $165,496 at 4% or $110,331 at 6%; with 100% employer match about $124,122 at 4% or $82,748 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-8$1,090,905$79,438$9,930iApproximate average salary by contribution assumption: employee only about $248,244 at 4% or $165,496 at 6%; with 50% employer match about $165,496 at 4% or $110,331 at 6%; with 100% employer match about $124,122 at 4% or $82,748 at 6%.
201618$883,316$81,155$10,144iApproximate average salary by contribution assumption: employee only about $253,609 at 4% or $169,073 at 6%; with 50% employer match about $169,073 at 4% or $112,715 at 6%; with 100% employer match about $126,805 at 4% or $84,536 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-8$883,316$81,155$10,144iApproximate average salary by contribution assumption: employee only about $253,609 at 4% or $169,073 at 6%; with 50% employer match about $169,073 at 4% or $112,715 at 6%; with 100% employer match about $126,805 at 4% or $84,536 at 6%.
201518$755,307$78,980$9,873iApproximate average salary by contribution assumption: employee only about $246,813 at 4% or $164,542 at 6%; with 50% employer match about $164,542 at 4% or $109,694 at 6%; with 100% employer match about $123,406 at 4% or $82,271 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-8$755,307$78,980$9,873iApproximate average salary by contribution assumption: employee only about $246,813 at 4% or $164,542 at 6%; with 50% employer match about $164,542 at 4% or $109,694 at 6%; with 100% employer match about $123,406 at 4% or $82,271 at 6%.
201418$681,603$78,730$9,841iApproximate average salary by contribution assumption: employee only about $246,031 at 4% or $164,021 at 6%; with 50% employer match about $164,021 at 4% or $109,347 at 6%; with 100% employer match about $123,016 at 4% or $82,010 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-8$681,603$78,730$9,841iApproximate average salary by contribution assumption: employee only about $246,031 at 4% or $164,021 at 6%; with 50% employer match about $164,021 at 4% or $109,347 at 6%; with 100% employer match about $123,016 at 4% or $82,010 at 6%.
201317$624,433$75,108$10,730iApproximate average salary by contribution assumption: employee only about $268,243 at 4% or $178,829 at 6%; with 50% employer match about $178,829 at 4% or $119,219 at 6%; with 100% employer match about $134,121 at 4% or $89,414 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-7$624,433$75,108$10,730iApproximate average salary by contribution assumption: employee only about $268,243 at 4% or $178,829 at 6%; with 50% employer match about $178,829 at 4% or $119,219 at 6%; with 100% employer match about $134,121 at 4% or $89,414 at 6%.
201216$538,985$72,128$12,021iApproximate average salary by contribution assumption: employee only about $300,533 at 4% or $200,356 at 6%; with 50% employer match about $200,356 at 4% or $133,570 at 6%; with 100% employer match about $150,267 at 4% or $100,178 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-6$538,985$72,128$12,021iApproximate average salary by contribution assumption: employee only about $300,533 at 4% or $200,356 at 6%; with 50% employer match about $200,356 at 4% or $133,570 at 6%; with 100% employer match about $150,267 at 4% or $100,178 at 6%.
201114$435,162$442,800$110,700iApproximate average salary by contribution assumption: employee only about $2,767,500 at 4% or $1,845,000 at 6%; with 50% employer match about $1,845,000 at 4% or $1,230,000 at 6%; with 100% employer match about $1,383,750 at 4% or $922,500 at 6%.
Lake Norman Endodontics 401(K) Profit Sharing Plan-4$435,162$442,800$110,700iApproximate average salary by contribution assumption: employee only about $2,767,500 at 4% or $1,845,000 at 6%; with 50% employer match about $1,845,000 at 4% or $1,230,000 at 6%; with 100% employer match about $1,383,750 at 4% or $922,500 at 6%.