Stacey L. Norris D.M.D., P.A.
Plan context: Stacey L. Norris DMD Pa 401(K) Plan
EIN 45-3956117 • Pineville, NC • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$691,382
2024 Contributions
$69,636
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 | 1 | 7 | $691,382 | $69,636 | $9,948iApproximate average salary by contribution assumption: employee only about $248,700 at 4% or $165,800 at 6%; with 50% employer match about $165,800 at 4% or $110,533 at 6%; with 100% employer match about $124,350 at 4% or $82,900 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 7 | $691,382 | $69,636 | $9,948iApproximate average salary by contribution assumption: employee only about $248,700 at 4% or $165,800 at 6%; with 50% employer match about $165,800 at 4% or $110,533 at 6%; with 100% employer match about $124,350 at 4% or $82,900 at 6%. |
| 2023 | 1 | 5 | $548,635 | $61,131 | $12,226iApproximate average salary by contribution assumption: employee only about $305,655 at 4% or $203,770 at 6%; with 50% employer match about $203,770 at 4% or $135,847 at 6%; with 100% employer match about $152,828 at 4% or $101,885 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 5 | $548,635 | $61,131 | $12,226iApproximate average salary by contribution assumption: employee only about $305,655 at 4% or $203,770 at 6%; with 50% employer match about $203,770 at 4% or $135,847 at 6%; with 100% employer match about $152,828 at 4% or $101,885 at 6%. |
| 2022 | 1 | 5 | $420,689 | $43,819 | $8,764iApproximate average salary by contribution assumption: employee only about $219,095 at 4% or $146,063 at 6%; with 50% employer match about $146,063 at 4% or $97,376 at 6%; with 100% employer match about $109,547 at 4% or $73,032 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 5 | $420,689 | $43,819 | $8,764iApproximate average salary by contribution assumption: employee only about $219,095 at 4% or $146,063 at 6%; with 50% employer match about $146,063 at 4% or $97,376 at 6%; with 100% employer match about $109,547 at 4% or $73,032 at 6%. |
| 2021 | 1 | 4 | $456,387 | $41,407 | $10,352iApproximate average salary by contribution assumption: employee only about $258,794 at 4% or $172,529 at 6%; with 50% employer match about $172,529 at 4% or $115,019 at 6%; with 100% employer match about $129,397 at 4% or $86,265 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 4 | $456,387 | $41,407 | $10,352iApproximate average salary by contribution assumption: employee only about $258,794 at 4% or $172,529 at 6%; with 50% employer match about $172,529 at 4% or $115,019 at 6%; with 100% employer match about $129,397 at 4% or $86,265 at 6%. |
| 2020 | 1 | 4 | $353,547 | $37,312 | $9,328iApproximate average salary by contribution assumption: employee only about $233,200 at 4% or $155,467 at 6%; with 50% employer match about $155,467 at 4% or $103,644 at 6%; with 100% employer match about $116,600 at 4% or $77,733 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 4 | $353,547 | $37,312 | $9,328iApproximate average salary by contribution assumption: employee only about $233,200 at 4% or $155,467 at 6%; with 50% employer match about $155,467 at 4% or $103,644 at 6%; with 100% employer match about $116,600 at 4% or $77,733 at 6%. |
| 2019 | 1 | 4 | $268,206 | $34,600 | $8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 4 | $268,206 | $34,600 | $8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%. |
| 2018 | 1 | 4 | $184,753 | $33,406 | $8,352iApproximate average salary by contribution assumption: employee only about $208,788 at 4% or $139,192 at 6%; with 50% employer match about $139,192 at 4% or $92,794 at 6%; with 100% employer match about $104,394 at 4% or $69,596 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 4 | $184,753 | $33,406 | $8,352iApproximate average salary by contribution assumption: employee only about $208,788 at 4% or $139,192 at 6%; with 50% employer match about $139,192 at 4% or $92,794 at 6%; with 100% employer match about $104,394 at 4% or $69,596 at 6%. |
| 2017 | 1 | 4 | $167,014 | $33,065 | $8,266iApproximate average salary by contribution assumption: employee only about $206,656 at 4% or $137,771 at 6%; with 50% employer match about $137,771 at 4% or $91,847 at 6%; with 100% employer match about $103,328 at 4% or $68,885 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 4 | $167,014 | $33,065 | $8,266iApproximate average salary by contribution assumption: employee only about $206,656 at 4% or $137,771 at 6%; with 50% employer match about $137,771 at 4% or $91,847 at 6%; with 100% employer match about $103,328 at 4% or $68,885 at 6%. |
| 2016 | 1 | 6 | $116,615 | $34,386 | $5,731iApproximate average salary by contribution assumption: employee only about $143,275 at 4% or $95,517 at 6%; with 50% employer match about $95,517 at 4% or $63,678 at 6%; with 100% employer match about $71,638 at 4% or $47,758 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 6 | $116,615 | $34,386 | $5,731iApproximate average salary by contribution assumption: employee only about $143,275 at 4% or $95,517 at 6%; with 50% employer match about $95,517 at 4% or $63,678 at 6%; with 100% employer match about $71,638 at 4% or $47,758 at 6%. |
| 2015 | 1 | 6 | $73,619 | $36,231 | $6,039iApproximate average salary by contribution assumption: employee only about $150,963 at 4% or $100,642 at 6%; with 50% employer match about $100,642 at 4% or $67,094 at 6%; with 100% employer match about $75,481 at 4% or $50,321 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 6 | $73,619 | $36,231 | $6,039iApproximate average salary by contribution assumption: employee only about $150,963 at 4% or $100,642 at 6%; with 50% employer match about $100,642 at 4% or $67,094 at 6%; with 100% employer match about $75,481 at 4% or $50,321 at 6%. |
| 2014 | 1 | 6 | $38,969 | $38,201 | $6,367iApproximate average salary by contribution assumption: employee only about $159,171 at 4% or $106,114 at 6%; with 50% employer match about $106,114 at 4% or $70,743 at 6%; with 100% employer match about $79,585 at 4% or $53,057 at 6%. |
| Stacey L. Norris DMD Pa 401(K) Plan | - | 6 | $38,969 | $38,201 | $6,367iApproximate average salary by contribution assumption: employee only about $159,171 at 4% or $106,114 at 6%; with 50% employer match about $106,114 at 4% or $70,743 at 6%; with 100% employer match about $79,585 at 4% or $53,057 at 6%. |