Civic Intelligence

Walton S Peery Dds Pa

Plan context: Walton S. Peery, D.D.S., P.A. Profit Sharing Plan

EIN 56-1194344 • Charlotte, NC • 31 filings • 4 plans

330 Billingsley Road, Suite 200Charlotte, NC 28211-5020
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$4,630,561

2019 Contributions

$189,482

Historical Graphs

Total Assets Over Time

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

$4,671,033$2,335,517$0199920122018YearValue
$4,630,561Latest year 2018

Participants Over Time

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

740199920102018YearValue
7Latest year 2018

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
201920$0$0-
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-0$0$0-
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-0$0$0-
201827$4,630,561$189,482$27,069iApproximate average salary by contribution assumption: employee only about $676,721 at 4% or $451,148 at 6%; with 50% employer match about $451,148 at 4% or $300,765 at 6%; with 100% employer match about $338,361 at 4% or $225,574 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-7$2,376,719$32,685$4,669iApproximate average salary by contribution assumption: employee only about $116,732 at 4% or $77,821 at 6%; with 50% employer match about $77,821 at 4% or $51,881 at 6%; with 100% employer match about $58,366 at 4% or $38,911 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-5$2,253,842$156,797$31,359iApproximate average salary by contribution assumption: employee only about $783,985 at 4% or $522,657 at 6%; with 50% employer match about $522,657 at 4% or $348,438 at 6%; with 100% employer match about $391,993 at 4% or $261,328 at 6%.
201727$4,671,033$244,578$34,940iApproximate average salary by contribution assumption: employee only about $873,493 at 4% or $582,329 at 6%; with 50% employer match about $582,329 at 4% or $388,219 at 6%; with 100% employer match about $436,746 at 4% or $291,164 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-7$2,485,700$39,272$5,610iApproximate average salary by contribution assumption: employee only about $140,257 at 4% or $93,505 at 6%; with 50% employer match about $93,505 at 4% or $62,337 at 6%; with 100% employer match about $70,129 at 4% or $46,752 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-5$2,185,333$205,306$41,061iApproximate average salary by contribution assumption: employee only about $1,026,530 at 4% or $684,353 at 6%; with 50% employer match about $684,353 at 4% or $456,236 at 6%; with 100% employer match about $513,265 at 4% or $342,177 at 6%.
201627$3,918,474$224,950$32,136iApproximate average salary by contribution assumption: employee only about $803,393 at 4% or $535,595 at 6%; with 50% employer match about $535,595 at 4% or $357,063 at 6%; with 100% employer match about $401,696 at 4% or $267,798 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-7$2,144,195$54,743$7,820iApproximate average salary by contribution assumption: employee only about $195,511 at 4% or $130,340 at 6%; with 50% employer match about $130,340 at 4% or $86,894 at 6%; with 100% employer match about $97,755 at 4% or $65,170 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-5$1,774,279$170,207$34,041iApproximate average salary by contribution assumption: employee only about $851,035 at 4% or $567,357 at 6%; with 50% employer match about $567,357 at 4% or $378,238 at 6%; with 100% employer match about $425,518 at 4% or $283,678 at 6%.
201527$3,380,208$264,961$37,852iApproximate average salary by contribution assumption: employee only about $946,289 at 4% or $630,860 at 6%; with 50% employer match about $630,860 at 4% or $420,573 at 6%; with 100% employer match about $473,145 at 4% or $315,430 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-7$1,909,965$46,406$6,629iApproximate average salary by contribution assumption: employee only about $165,736 at 4% or $110,490 at 6%; with 50% employer match about $110,490 at 4% or $73,660 at 6%; with 100% employer match about $82,868 at 4% or $55,245 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-5$1,470,243$218,555$43,711iApproximate average salary by contribution assumption: employee only about $1,092,775 at 4% or $728,517 at 6%; with 50% employer match about $728,517 at 4% or $485,678 at 6%; with 100% employer match about $546,388 at 4% or $364,258 at 6%.
201427$3,161,450$174,781$24,969iApproximate average salary by contribution assumption: employee only about $624,218 at 4% or $416,145 at 6%; with 50% employer match about $416,145 at 4% or $277,430 at 6%; with 100% employer match about $312,109 at 4% or $208,073 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-7$1,885,683$68,410$9,773iApproximate average salary by contribution assumption: employee only about $244,321 at 4% or $162,881 at 6%; with 50% employer match about $162,881 at 4% or $108,587 at 6%; with 100% employer match about $122,161 at 4% or $81,440 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-5$1,275,767$106,371$21,274iApproximate average salary by contribution assumption: employee only about $531,855 at 4% or $354,570 at 6%; with 50% employer match about $354,570 at 4% or $236,380 at 6%; with 100% employer match about $265,928 at 4% or $177,285 at 6%.
201325$2,812,281$281,186$56,237iApproximate average salary by contribution assumption: employee only about $1,405,930 at 4% or $937,287 at 6%; with 50% employer match about $937,287 at 4% or $624,858 at 6%; with 100% employer match about $702,965 at 4% or $468,643 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-5$1,706,283$49,186$9,837iApproximate average salary by contribution assumption: employee only about $245,930 at 4% or $163,953 at 6%; with 50% employer match about $163,953 at 4% or $109,302 at 6%; with 100% employer match about $122,965 at 4% or $81,977 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-4$1,105,998$232,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
201226$2,446,829$173,040$28,840iApproximate average salary by contribution assumption: employee only about $721,000 at 4% or $480,667 at 6%; with 50% employer match about $480,667 at 4% or $320,444 at 6%; with 100% employer match about $360,500 at 4% or $240,333 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-6$1,592,655$51,540$8,590iApproximate average salary by contribution assumption: employee only about $214,750 at 4% or $143,167 at 6%; with 50% employer match about $143,167 at 4% or $95,444 at 6%; with 100% employer match about $107,375 at 4% or $71,583 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-5$854,174$121,500$24,300iApproximate average salary by contribution assumption: employee only about $607,500 at 4% or $405,000 at 6%; with 50% employer match about $405,000 at 4% or $270,000 at 6%; with 100% employer match about $303,750 at 4% or $202,500 at 6%.
201127$2,034,441$168,265$24,038iApproximate average salary by contribution assumption: employee only about $600,946 at 4% or $400,631 at 6%; with 50% employer match about $400,631 at 4% or $267,087 at 6%; with 100% employer match about $300,473 at 4% or $200,315 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-7$1,371,351$50,862$7,266iApproximate average salary by contribution assumption: employee only about $181,650 at 4% or $121,100 at 6%; with 50% employer match about $121,100 at 4% or $80,733 at 6%; with 100% employer match about $90,825 at 4% or $60,550 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-5$663,090$117,403$23,481iApproximate average salary by contribution assumption: employee only about $587,015 at 4% or $391,343 at 6%; with 50% employer match about $391,343 at 4% or $260,896 at 6%; with 100% employer match about $293,508 at 4% or $195,672 at 6%.
201026$1,835,066$213,254$35,542iApproximate average salary by contribution assumption: employee only about $888,558 at 4% or $592,372 at 6%; with 50% employer match about $592,372 at 4% or $394,915 at 6%; with 100% employer match about $444,279 at 4% or $296,186 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-6$1,297,811$90,637$15,106iApproximate average salary by contribution assumption: employee only about $377,654 at 4% or $251,769 at 6%; with 50% employer match about $251,769 at 4% or $167,846 at 6%; with 100% employer match about $188,827 at 4% or $125,885 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-4$537,255$122,617$30,654iApproximate average salary by contribution assumption: employee only about $766,356 at 4% or $510,904 at 6%; with 50% employer match about $510,904 at 4% or $340,603 at 6%; with 100% employer match about $383,178 at 4% or $255,452 at 6%.
200926$1,478,143$163,898$27,316iApproximate average salary by contribution assumption: employee only about $682,908 at 4% or $455,272 at 6%; with 50% employer match about $455,272 at 4% or $303,515 at 6%; with 100% employer match about $341,454 at 4% or $227,636 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-6$1,099,547$49,898$8,316iApproximate average salary by contribution assumption: employee only about $207,908 at 4% or $138,606 at 6%; with 50% employer match about $138,606 at 4% or $92,404 at 6%; with 100% employer match about $103,954 at 4% or $69,303 at 6%.
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-4$378,596$114,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
200826$0$0-
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-4---
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-6---
200726$0$0-
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-6---
Walton S. Peery, Dds, Pa Defined Benefit Pension Plan-4---
200315$618,922$63,286$12,657iApproximate average salary by contribution assumption: employee only about $316,430 at 4% or $210,953 at 6%; with 50% employer match about $210,953 at 4% or $140,636 at 6%; with 100% employer match about $158,215 at 4% or $105,477 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-5$618,922$63,286$12,657iApproximate average salary by contribution assumption: employee only about $316,430 at 4% or $210,953 at 6%; with 50% employer match about $210,953 at 4% or $140,636 at 6%; with 100% employer match about $158,215 at 4% or $105,477 at 6%.
200215$454,253$57,377$11,475iApproximate average salary by contribution assumption: employee only about $286,885 at 4% or $191,257 at 6%; with 50% employer match about $191,257 at 4% or $127,504 at 6%; with 100% employer match about $143,443 at 4% or $95,628 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-5$454,253$57,377$11,475iApproximate average salary by contribution assumption: employee only about $286,885 at 4% or $191,257 at 6%; with 50% employer match about $191,257 at 4% or $127,504 at 6%; with 100% employer match about $143,443 at 4% or $95,628 at 6%.
200115$0$0-
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-5---
200015$0$0-
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-5---
199915$442,692$45,106$9,021iApproximate average salary by contribution assumption: employee only about $225,530 at 4% or $150,353 at 6%; with 50% employer match about $150,353 at 4% or $100,236 at 6%; with 100% employer match about $112,765 at 4% or $75,177 at 6%.
Walton S. Peery, D.D.S., P.A. Profit Sharing Plan-5$442,692$45,106$9,021iApproximate average salary by contribution assumption: employee only about $225,530 at 4% or $150,353 at 6%; with 50% employer match about $150,353 at 4% or $100,236 at 6%; with 100% employer match about $112,765 at 4% or $75,177 at 6%.