Civic Intelligence

Jose I Aunon Dds PC

Plan context: JOSE AUNON DDS PC 401K

EIN 54-1464109 • Cornelius, NC • 33 filings • 12 plans

18644 West Catawba AveSuite 102Cornelius, NC 28031
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$207,921

2024 Contributions

$120,572

Historical Graphs

Total Assets Over Time

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

$2,234,609$1,117,305$0200020122024YearValue
$207,921Latest year 2024

Participants Over Time

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

1370200020112024YearValue
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$207,921$120,572$17,225iApproximate average salary by contribution assumption: employee only about $430,614 at 4% or $287,076 at 6%; with 50% employer match about $287,076 at 4% or $191,384 at 6%; with 100% employer match about $215,307 at 4% or $143,538 at 6%.
JOSE AUNON DDS PC 401K-7$207,921$120,572$17,225iApproximate average salary by contribution assumption: employee only about $430,614 at 4% or $287,076 at 6%; with 50% employer match about $287,076 at 4% or $191,384 at 6%; with 100% employer match about $215,307 at 4% or $143,538 at 6%.
202316$72,509$61,157$10,193iApproximate average salary by contribution assumption: employee only about $254,821 at 4% or $169,881 at 6%; with 50% employer match about $169,881 at 4% or $113,254 at 6%; with 100% employer match about $127,410 at 4% or $84,940 at 6%.
JOSE AUNON DDS PC 401K-6$72,509$61,157$10,193iApproximate average salary by contribution assumption: employee only about $254,821 at 4% or $169,881 at 6%; with 50% employer match about $169,881 at 4% or $113,254 at 6%; with 100% employer match about $127,410 at 4% or $84,940 at 6%.
202214$6,516$6,498$1,625iApproximate average salary by contribution assumption: employee only about $40,613 at 4% or $27,075 at 6%; with 50% employer match about $27,075 at 4% or $18,050 at 6%; with 100% employer match about $20,306 at 4% or $13,538 at 6%.
JOSE AUNON DDS PC 401K-4$6,516$6,498$1,625iApproximate average salary by contribution assumption: employee only about $40,613 at 4% or $27,075 at 6%; with 50% employer match about $27,075 at 4% or $18,050 at 6%; with 100% employer match about $20,306 at 4% or $13,538 at 6%.
2019311$2,103,784$199,726$18,157iApproximate average salary by contribution assumption: employee only about $453,923 at 4% or $302,615 at 6%; with 50% employer match about $302,615 at 4% or $201,743 at 6%; with 100% employer match about $226,961 at 4% or $151,308 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-11$2,103,784$131,407$11,946iApproximate average salary by contribution assumption: employee only about $298,652 at 4% or $199,102 at 6%; with 50% employer match about $199,102 at 4% or $132,734 at 6%; with 100% employer match about $149,326 at 4% or $99,551 at 6%.
JOSE I. AUNON, D.D.S., P.C. CASH BALANCE PLAN-0$0$68,319-
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-0$0--
2018211$2,234,609$195,120$17,738iApproximate average salary by contribution assumption: employee only about $443,455 at 4% or $295,636 at 6%; with 50% employer match about $295,636 at 4% or $197,091 at 6%; with 100% employer match about $221,727 at 4% or $147,818 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-11$1,706,243$78,120$7,102iApproximate average salary by contribution assumption: employee only about $177,545 at 4% or $118,364 at 6%; with 50% employer match about $118,364 at 4% or $78,909 at 6%; with 100% employer match about $88,773 at 4% or $59,182 at 6%.
JOSE I. AUNON, D.D.S., P.C. CASH BALANCE PLAN-10$528,366$117,000$11,700iApproximate average salary by contribution assumption: employee only about $292,500 at 4% or $195,000 at 6%; with 50% employer match about $195,000 at 4% or $130,000 at 6%; with 100% employer match about $146,250 at 4% or $97,500 at 6%.
2017211$2,232,414$161,153$14,650iApproximate average salary by contribution assumption: employee only about $366,257 at 4% or $244,171 at 6%; with 50% employer match about $244,171 at 4% or $162,781 at 6%; with 100% employer match about $183,128 at 4% or $122,086 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-11$1,783,028$72,311$6,574iApproximate average salary by contribution assumption: employee only about $164,343 at 4% or $109,562 at 6%; with 50% employer match about $109,562 at 4% or $73,041 at 6%; with 100% employer match about $82,172 at 4% or $54,781 at 6%.
JOSE I. AUNON, D.D.S., P.C. CASH BALANCE PLAN-9$449,386$88,842$9,871iApproximate average salary by contribution assumption: employee only about $246,783 at 4% or $164,522 at 6%; with 50% employer match about $164,522 at 4% or $109,681 at 6%; with 100% employer match about $123,392 at 4% or $82,261 at 6%.
2016212$2,105,739$145,587$12,132iApproximate average salary by contribution assumption: employee only about $303,306 at 4% or $202,204 at 6%; with 50% employer match about $202,204 at 4% or $134,803 at 6%; with 100% employer match about $151,653 at 4% or $101,102 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-12$1,781,198$44,950$3,746iApproximate average salary by contribution assumption: employee only about $93,646 at 4% or $62,431 at 6%; with 50% employer match about $62,431 at 4% or $41,620 at 6%; with 100% employer match about $46,823 at 4% or $31,215 at 6%.
JOSE I. AUNON, D.D.S., P.C. CASH BALANCE PLAN-7$324,541$100,637$14,377iApproximate average salary by contribution assumption: employee only about $359,418 at 4% or $239,612 at 6%; with 50% employer match about $239,612 at 4% or $159,741 at 6%; with 100% employer match about $179,709 at 4% or $119,806 at 6%.
2015210$1,798,001$154,087$15,409iApproximate average salary by contribution assumption: employee only about $385,218 at 4% or $256,812 at 6%; with 50% employer match about $256,812 at 4% or $171,208 at 6%; with 100% employer match about $192,609 at 4% or $128,406 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-10$1,586,751$48,981$4,898iApproximate average salary by contribution assumption: employee only about $122,453 at 4% or $81,635 at 6%; with 50% employer match about $81,635 at 4% or $54,423 at 6%; with 100% employer match about $61,226 at 4% or $40,818 at 6%.
JOSE I. AUNON, D.D.S., P.C. CASH BALANCE PLAN-6$211,250$105,106$17,518iApproximate average salary by contribution assumption: employee only about $437,942 at 4% or $291,961 at 6%; with 50% employer match about $291,961 at 4% or $194,641 at 6%; with 100% employer match about $218,971 at 4% or $145,981 at 6%.
2014211$1,683,099$183,708$16,701iApproximate average salary by contribution assumption: employee only about $417,518 at 4% or $278,345 at 6%; with 50% employer match about $278,345 at 4% or $185,564 at 6%; with 100% employer match about $208,759 at 4% or $139,173 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-11$1,578,849$79,458$7,223iApproximate average salary by contribution assumption: employee only about $180,586 at 4% or $120,391 at 6%; with 50% employer match about $120,391 at 4% or $80,261 at 6%; with 100% employer match about $90,293 at 4% or $60,195 at 6%.
JOSE I. AUNON, D.D.S., P.C. CASH BALANCE PLAN-8$104,250$104,250$13,031iApproximate average salary by contribution assumption: employee only about $325,781 at 4% or $217,188 at 6%; with 50% employer match about $217,188 at 4% or $144,792 at 6%; with 100% employer match about $162,891 at 4% or $108,594 at 6%.
2013113$1,608,381$76,833$5,910iApproximate average salary by contribution assumption: employee only about $147,756 at 4% or $98,504 at 6%; with 50% employer match about $98,504 at 4% or $65,669 at 6%; with 100% employer match about $73,878 at 4% or $49,252 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-13$1,608,381$76,833$5,910iApproximate average salary by contribution assumption: employee only about $147,756 at 4% or $98,504 at 6%; with 50% employer match about $98,504 at 4% or $65,669 at 6%; with 100% employer match about $73,878 at 4% or $49,252 at 6%.
2012112$1,295,737$78,095$6,508iApproximate average salary by contribution assumption: employee only about $162,698 at 4% or $108,465 at 6%; with 50% employer match about $108,465 at 4% or $72,310 at 6%; with 100% employer match about $81,349 at 4% or $54,233 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-12$1,295,737$78,095$6,508iApproximate average salary by contribution assumption: employee only about $162,698 at 4% or $108,465 at 6%; with 50% employer match about $108,465 at 4% or $72,310 at 6%; with 100% employer match about $81,349 at 4% or $54,233 at 6%.
2011113$1,083,589$86,230$6,633iApproximate average salary by contribution assumption: employee only about $165,827 at 4% or $110,551 at 6%; with 50% employer match about $110,551 at 4% or $73,701 at 6%; with 100% employer match about $82,913 at 4% or $55,276 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-13$1,083,589$86,230$6,633iApproximate average salary by contribution assumption: employee only about $165,827 at 4% or $110,551 at 6%; with 50% employer match about $110,551 at 4% or $73,701 at 6%; with 100% employer match about $82,913 at 4% or $55,276 at 6%.
2010112$1,073,289$70,614$5,885iApproximate average salary by contribution assumption: employee only about $147,113 at 4% or $98,075 at 6%; with 50% employer match about $98,075 at 4% or $65,383 at 6%; with 100% employer match about $73,556 at 4% or $49,038 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-12$1,073,289$70,614$5,885iApproximate average salary by contribution assumption: employee only about $147,113 at 4% or $98,075 at 6%; with 50% employer match about $98,075 at 4% or $65,383 at 6%; with 100% employer match about $73,556 at 4% or $49,038 at 6%.
2009112$896,180$80,102$6,675iApproximate average salary by contribution assumption: employee only about $166,879 at 4% or $111,253 at 6%; with 50% employer match about $111,253 at 4% or $74,169 at 6%; with 100% employer match about $83,440 at 4% or $55,626 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-12$896,180$80,102$6,675iApproximate average salary by contribution assumption: employee only about $166,879 at 4% or $111,253 at 6%; with 50% employer match about $111,253 at 4% or $74,169 at 6%; with 100% employer match about $83,440 at 4% or $55,626 at 6%.
2008110$644,911$69,382$6,938iApproximate average salary by contribution assumption: employee only about $173,455 at 4% or $115,637 at 6%; with 50% employer match about $115,637 at 4% or $77,091 at 6%; with 100% employer match about $86,728 at 4% or $57,818 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-10$644,911$69,382$6,938iApproximate average salary by contribution assumption: employee only about $173,455 at 4% or $115,637 at 6%; with 50% employer match about $115,637 at 4% or $77,091 at 6%; with 100% employer match about $86,728 at 4% or $57,818 at 6%.
200717$1,077,600$79,398$11,343iApproximate average salary by contribution assumption: employee only about $283,564 at 4% or $189,043 at 6%; with 50% employer match about $189,043 at 4% or $126,029 at 6%; with 100% employer match about $141,782 at 4% or $94,521 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-7$1,077,600$79,398$11,343iApproximate average salary by contribution assumption: employee only about $283,564 at 4% or $189,043 at 6%; with 50% employer match about $189,043 at 4% or $126,029 at 6%; with 100% employer match about $141,782 at 4% or $94,521 at 6%.
200619$975,694$109,435$12,159iApproximate average salary by contribution assumption: employee only about $303,986 at 4% or $202,657 at 6%; with 50% employer match about $202,657 at 4% or $135,105 at 6%; with 100% employer match about $151,993 at 4% or $101,329 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-9$975,694$109,435$12,159iApproximate average salary by contribution assumption: employee only about $303,986 at 4% or $202,657 at 6%; with 50% employer match about $202,657 at 4% or $135,105 at 6%; with 100% employer match about $151,993 at 4% or $101,329 at 6%.
200518$749,831$74,800$9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-8$749,831$74,800$9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%.
200417$711,235$84,988$12,141iApproximate average salary by contribution assumption: employee only about $303,529 at 4% or $202,352 at 6%; with 50% employer match about $202,352 at 4% or $134,902 at 6%; with 100% employer match about $151,764 at 4% or $101,176 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-7$711,235$84,988$12,141iApproximate average salary by contribution assumption: employee only about $303,529 at 4% or $202,352 at 6%; with 50% employer match about $202,352 at 4% or $134,902 at 6%; with 100% employer match about $151,764 at 4% or $101,176 at 6%.
200317$565,210$81,137$11,591iApproximate average salary by contribution assumption: employee only about $289,775 at 4% or $193,183 at 6%; with 50% employer match about $193,183 at 4% or $128,789 at 6%; with 100% employer match about $144,888 at 4% or $96,592 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-7$565,210$81,137$11,591iApproximate average salary by contribution assumption: employee only about $289,775 at 4% or $193,183 at 6%; with 50% employer match about $193,183 at 4% or $128,789 at 6%; with 100% employer match about $144,888 at 4% or $96,592 at 6%.
200222$395,625$85,300$42,650iApproximate average salary by contribution assumption: employee only about $1,066,250 at 4% or $710,833 at 6%; with 50% employer match about $710,833 at 4% or $473,889 at 6%; with 100% employer match about $533,125 at 4% or $355,417 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-2$395,625$85,300$42,650iApproximate average salary by contribution assumption: employee only about $1,066,250 at 4% or $710,833 at 6%; with 50% employer match about $710,833 at 4% or $473,889 at 6%; with 100% employer match about $533,125 at 4% or $355,417 at 6%.
JOSE I AUNON, D.D.S., P.C. MONEY PURCHASE PENSION PLAN-0---
200125$0$0-
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-5---
JOSE I AUNON, D.D.S., P.C. MONEY PURCHASE PENSION PLAN-5---
200026$86,773$36,635$6,106iApproximate average salary by contribution assumption: employee only about $152,646 at 4% or $101,764 at 6%; with 50% employer match about $101,764 at 4% or $67,843 at 6%; with 100% employer match about $76,323 at 4% or $50,882 at 6%.
JOSE I AUNON DDS PC MONEY PURCHASE PENSION PLAN-6$86,773$36,635$6,106iApproximate average salary by contribution assumption: employee only about $152,646 at 4% or $101,764 at 6%; with 50% employer match about $101,764 at 4% or $67,843 at 6%; with 100% employer match about $76,323 at 4% or $50,882 at 6%.
Jose I Aunon Dds PC Profit Sharing Plan and Trust Agreement-6---