Colefco LLC
Plan context: Nazir Ahmad Dds Pa Retirement Trust
EIN 46-4586623 • Raleigh, NC • 20 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
42
2025 Assets
$3,908,373
2025 Contributions
$362,746
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 42 | $3,908,373 | $362,746 | $8,637iApproximate average salary by contribution assumption: employee only about $215,920 at 4% or $143,947 at 6%; with 50% employer match about $143,947 at 4% or $95,965 at 6%; with 100% employer match about $107,960 at 4% or $71,973 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 42 | $3,908,373 | $362,746 | $8,637iApproximate average salary by contribution assumption: employee only about $215,920 at 4% or $143,947 at 6%; with 50% employer match about $143,947 at 4% or $95,965 at 6%; with 100% employer match about $107,960 at 4% or $71,973 at 6%. |
| 2024 | 1 | 43 | $2,996,903 | $442,337 | $10,287iApproximate average salary by contribution assumption: employee only about $257,173 at 4% or $171,448 at 6%; with 50% employer match about $171,448 at 4% or $114,299 at 6%; with 100% employer match about $128,586 at 4% or $85,724 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 43 | $2,996,903 | $442,337 | $10,287iApproximate average salary by contribution assumption: employee only about $257,173 at 4% or $171,448 at 6%; with 50% employer match about $171,448 at 4% or $114,299 at 6%; with 100% employer match about $128,586 at 4% or $85,724 at 6%. |
| 2023 | 3 | 36 | $2,972,281 | $307,465 | $8,541iApproximate average salary by contribution assumption: employee only about $213,517 at 4% or $142,345 at 6%; with 50% employer match about $142,345 at 4% or $94,897 at 6%; with 100% employer match about $106,759 at 4% or $71,172 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 36 | $2,329,487 | $307,465 | $8,541iApproximate average salary by contribution assumption: employee only about $213,517 at 4% or $142,345 at 6%; with 50% employer match about $142,345 at 4% or $94,897 at 6%; with 100% employer match about $106,759 at 4% or $71,172 at 6%. |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN | - | 15 | $642,794 | $0 | - |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN FINAL | - | 0 | $0 | $0 | - |
| 2022 | 2 | 34 | $2,265,337 | $386,263 | $11,361iApproximate average salary by contribution assumption: employee only about $284,017 at 4% or $189,345 at 6%; with 50% employer match about $189,345 at 4% or $126,230 at 6%; with 100% employer match about $142,008 at 4% or $94,672 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 34 | $1,699,879 | $303,286 | $8,920iApproximate average salary by contribution assumption: employee only about $223,004 at 4% or $148,670 at 6%; with 50% employer match about $148,670 at 4% or $99,113 at 6%; with 100% employer match about $111,502 at 4% or $74,335 at 6%. |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN | - | 12 | $565,458 | $82,977 | $6,915iApproximate average salary by contribution assumption: employee only about $172,869 at 4% or $115,246 at 6%; with 50% employer match about $115,246 at 4% or $76,831 at 6%; with 100% employer match about $86,434 at 4% or $57,623 at 6%. |
| 2021 | 2 | 25 | $2,355,524 | $316,586 | $12,663iApproximate average salary by contribution assumption: employee only about $316,586 at 4% or $211,057 at 6%; with 50% employer match about $211,057 at 4% or $140,705 at 6%; with 100% employer match about $158,293 at 4% or $105,529 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 25 | $1,771,604 | $241,586 | $9,663iApproximate average salary by contribution assumption: employee only about $241,586 at 4% or $161,057 at 6%; with 50% employer match about $161,057 at 4% or $107,372 at 6%; with 100% employer match about $120,793 at 4% or $80,529 at 6%. |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN | - | 11 | $583,920 | $75,000 | $6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%. |
| 2020 | 2 | 26 | $1,800,522 | $302,115 | $11,620iApproximate average salary by contribution assumption: employee only about $290,495 at 4% or $193,663 at 6%; with 50% employer match about $193,663 at 4% or $129,109 at 6%; with 100% employer match about $145,248 at 4% or $96,832 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 26 | $1,364,817 | $217,115 | $8,351iApproximate average salary by contribution assumption: employee only about $208,764 at 4% or $139,176 at 6%; with 50% employer match about $139,176 at 4% or $92,784 at 6%; with 100% employer match about $104,382 at 4% or $69,588 at 6%. |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN | - | 8 | $435,705 | $85,000 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| 2019 | 2 | 29 | $1,279,033 | $396,506 | $13,673iApproximate average salary by contribution assumption: employee only about $341,816 at 4% or $227,877 at 6%; with 50% employer match about $227,877 at 4% or $151,918 at 6%; with 100% employer match about $170,908 at 4% or $113,939 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 29 | $975,248 | $324,378 | $11,185iApproximate average salary by contribution assumption: employee only about $279,636 at 4% or $186,424 at 6%; with 50% employer match about $186,424 at 4% or $124,283 at 6%; with 100% employer match about $139,818 at 4% or $93,212 at 6%. |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN | - | 6 | $303,785 | $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%. |
| 2018 | 2 | 16 | $711,736 | $192,603 | $12,038iApproximate average salary by contribution assumption: employee only about $300,942 at 4% or $200,628 at 6%; with 50% employer match about $200,628 at 4% or $133,752 at 6%; with 100% employer match about $150,471 at 4% or $100,314 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 16 | $505,639 | $126,203 | $7,888iApproximate average salary by contribution assumption: employee only about $197,192 at 4% or $131,461 at 6%; with 50% employer match about $131,461 at 4% or $87,641 at 6%; with 100% employer match about $98,596 at 4% or $65,731 at 6%. |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN | - | 9 | $206,097 | $66,400 | $7,378iApproximate average salary by contribution assumption: employee only about $184,444 at 4% or $122,963 at 6%; with 50% employer match about $122,963 at 4% or $81,975 at 6%; with 100% employer match about $92,222 at 4% or $61,481 at 6%. |
| 2017 | 2 | 13 | $580,728 | $179,218 | $13,786iApproximate average salary by contribution assumption: employee only about $344,650 at 4% or $229,767 at 6%; with 50% employer match about $229,767 at 4% or $153,178 at 6%; with 100% employer match about $172,325 at 4% or $114,883 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 13 | $436,111 | $106,415 | $8,186iApproximate average salary by contribution assumption: employee only about $204,644 at 4% or $136,429 at 6%; with 50% employer match about $136,429 at 4% or $90,953 at 6%; with 100% employer match about $102,322 at 4% or $68,215 at 6%. |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN | - | 6 | $144,617 | $72,803 | $12,134iApproximate average salary by contribution assumption: employee only about $303,346 at 4% or $202,231 at 6%; with 50% employer match about $202,231 at 4% or $134,820 at 6%; with 100% employer match about $151,673 at 4% or $101,115 at 6%. |
| 2016 | 2 | 9 | $348,769 | $141,976 | $15,775iApproximate average salary by contribution assumption: employee only about $394,378 at 4% or $262,919 at 6%; with 50% employer match about $262,919 at 4% or $175,279 at 6%; with 100% employer match about $197,189 at 4% or $131,459 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 9 | $280,331 | $73,538 | $8,171iApproximate average salary by contribution assumption: employee only about $204,272 at 4% or $136,181 at 6%; with 50% employer match about $136,181 at 4% or $90,788 at 6%; with 100% employer match about $102,136 at 4% or $68,091 at 6%. |
| NAZIR AHMAD, DDS, PA CASH BALANCE PENSION PLAN | - | 6 | $68,438 | $68,438 | $11,406iApproximate average salary by contribution assumption: employee only about $285,158 at 4% or $190,106 at 6%; with 50% employer match about $190,106 at 4% or $126,737 at 6%; with 100% employer match about $142,579 at 4% or $95,053 at 6%. |
| 2015 | 1 | 8 | $187,279 | $89,514 | $11,189iApproximate average salary by contribution assumption: employee only about $279,731 at 4% or $186,488 at 6%; with 50% employer match about $186,488 at 4% or $124,325 at 6%; with 100% employer match about $139,866 at 4% or $93,244 at 6%. |
| Nazir Ahmad Dds Pa Retirement Trust | - | 8 | $187,279 | $89,514 | $11,189iApproximate average salary by contribution assumption: employee only about $279,731 at 4% or $186,488 at 6%; with 50% employer match about $186,488 at 4% or $124,325 at 6%; with 100% employer match about $139,866 at 4% or $93,244 at 6%. |