Civic Intelligence

Charles Willis II Dds

Plan context: Charles Willis II Dds 401 K Profit Sharing Plan Trust

EIN 56-1245400 • Durham, NC • 22 filings • 5 plans

1212 Broad StDurham, NC 27705
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$4,063,556

2019 Contributions

$76,272

Historical Graphs

Total Assets Over Time

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

$4,063,556$2,031,778$0200320122019YearValue
$4,063,556Latest year 2019

Participants Over Time

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

840200020102019YearValue
6Latest year 2019

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
201916$4,063,556$76,272$12,712iApproximate average salary by contribution assumption: employee only about $317,800 at 4% or $211,867 at 6%; with 50% employer match about $211,867 at 4% or $141,244 at 6%; with 100% employer match about $158,900 at 4% or $105,933 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-6$4,063,556$76,272$12,712iApproximate average salary by contribution assumption: employee only about $317,800 at 4% or $211,867 at 6%; with 50% employer match about $211,867 at 4% or $141,244 at 6%; with 100% employer match about $158,900 at 4% or $105,933 at 6%.
201816$3,369,743$43,600$7,267iApproximate average salary by contribution assumption: employee only about $181,667 at 4% or $121,111 at 6%; with 50% employer match about $121,111 at 4% or $80,741 at 6%; with 100% employer match about $90,833 at 4% or $60,556 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-6$3,369,743$43,600$7,267iApproximate average salary by contribution assumption: employee only about $181,667 at 4% or $121,111 at 6%; with 50% employer match about $121,111 at 4% or $80,741 at 6%; with 100% employer match about $90,833 at 4% or $60,556 at 6%.
201716$3,560,387$72,970$12,162iApproximate average salary by contribution assumption: employee only about $304,042 at 4% or $202,694 at 6%; with 50% employer match about $202,694 at 4% or $135,130 at 6%; with 100% employer match about $152,021 at 4% or $101,347 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-6$3,560,387$72,970$12,162iApproximate average salary by contribution assumption: employee only about $304,042 at 4% or $202,694 at 6%; with 50% employer match about $202,694 at 4% or $135,130 at 6%; with 100% employer match about $152,021 at 4% or $101,347 at 6%.
201616$3,027,390$72,201$12,034iApproximate average salary by contribution assumption: employee only about $300,838 at 4% or $200,558 at 6%; with 50% employer match about $200,558 at 4% or $133,706 at 6%; with 100% employer match about $150,419 at 4% or $100,279 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-6$3,027,390$72,201$12,034iApproximate average salary by contribution assumption: employee only about $300,838 at 4% or $200,558 at 6%; with 50% employer match about $200,558 at 4% or $133,706 at 6%; with 100% employer match about $150,419 at 4% or $100,279 at 6%.
201516$2,754,414$71,728$11,955iApproximate average salary by contribution assumption: employee only about $298,867 at 4% or $199,244 at 6%; with 50% employer match about $199,244 at 4% or $132,830 at 6%; with 100% employer match about $149,433 at 4% or $99,622 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-6$2,754,414$71,728$11,955iApproximate average salary by contribution assumption: employee only about $298,867 at 4% or $199,244 at 6%; with 50% employer match about $199,244 at 4% or $132,830 at 6%; with 100% employer match about $149,433 at 4% or $99,622 at 6%.
201417$2,746,857$70,839$10,120iApproximate average salary by contribution assumption: employee only about $252,996 at 4% or $168,664 at 6%; with 50% employer match about $168,664 at 4% or $112,443 at 6%; with 100% employer match about $126,498 at 4% or $84,332 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-7$2,746,857$70,839$10,120iApproximate average salary by contribution assumption: employee only about $252,996 at 4% or $168,664 at 6%; with 50% employer match about $168,664 at 4% or $112,443 at 6%; with 100% employer match about $126,498 at 4% or $84,332 at 6%.
201318$2,644,851$69,771$8,721iApproximate average salary by contribution assumption: employee only about $218,034 at 4% or $145,356 at 6%; with 50% employer match about $145,356 at 4% or $96,904 at 6%; with 100% employer match about $109,017 at 4% or $72,678 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-8$2,644,851$69,771$8,721iApproximate average salary by contribution assumption: employee only about $218,034 at 4% or $145,356 at 6%; with 50% employer match about $145,356 at 4% or $96,904 at 6%; with 100% employer match about $109,017 at 4% or $72,678 at 6%.
201216$2,312,591$17,091$2,849iApproximate average salary by contribution assumption: employee only about $71,213 at 4% or $47,475 at 6%; with 50% employer match about $47,475 at 4% or $31,650 at 6%; with 100% employer match about $35,606 at 4% or $23,738 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-6$2,312,591$17,091$2,849iApproximate average salary by contribution assumption: employee only about $71,213 at 4% or $47,475 at 6%; with 50% employer match about $47,475 at 4% or $31,650 at 6%; with 100% employer match about $35,606 at 4% or $23,738 at 6%.
201116$2,163,977$67,035$11,173iApproximate average salary by contribution assumption: employee only about $279,313 at 4% or $186,208 at 6%; with 50% employer match about $186,208 at 4% or $124,139 at 6%; with 100% employer match about $139,656 at 4% or $93,104 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-6$2,163,977$67,035$11,173iApproximate average salary by contribution assumption: employee only about $279,313 at 4% or $186,208 at 6%; with 50% employer match about $186,208 at 4% or $124,139 at 6%; with 100% employer match about $139,656 at 4% or $93,104 at 6%.
201015$2,100,854$60,583$12,117iApproximate average salary by contribution assumption: employee only about $302,915 at 4% or $201,943 at 6%; with 50% employer match about $201,943 at 4% or $134,629 at 6%; with 100% employer match about $151,458 at 4% or $100,972 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-5$2,100,854$60,583$12,117iApproximate average salary by contribution assumption: employee only about $302,915 at 4% or $201,943 at 6%; with 50% employer match about $201,943 at 4% or $134,629 at 6%; with 100% employer match about $151,458 at 4% or $100,972 at 6%.
200915$1,943,070$71,282$14,256iApproximate average salary by contribution assumption: employee only about $356,410 at 4% or $237,607 at 6%; with 50% employer match about $237,607 at 4% or $158,404 at 6%; with 100% employer match about $178,205 at 4% or $118,803 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-5$1,943,070$71,282$14,256iApproximate average salary by contribution assumption: employee only about $356,410 at 4% or $237,607 at 6%; with 50% employer match about $237,607 at 4% or $158,404 at 6%; with 100% employer match about $178,205 at 4% or $118,803 at 6%.
200815$1,631,188$73,085$14,617iApproximate average salary by contribution assumption: employee only about $365,425 at 4% or $243,617 at 6%; with 50% employer match about $243,617 at 4% or $162,411 at 6%; with 100% employer match about $182,713 at 4% or $121,808 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-5$1,631,188$73,085$14,617iApproximate average salary by contribution assumption: employee only about $365,425 at 4% or $243,617 at 6%; with 50% employer match about $243,617 at 4% or $162,411 at 6%; with 100% employer match about $182,713 at 4% or $121,808 at 6%.
200715$0$0-
Charles Willis II Dds 401 K Profit Sharing Plan Trust-5---
200615$2,001,133$66,973$13,395iApproximate average salary by contribution assumption: employee only about $334,865 at 4% or $223,243 at 6%; with 50% employer match about $223,243 at 4% or $148,829 at 6%; with 100% employer match about $167,433 at 4% or $111,622 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-5$2,001,133$66,973$13,395iApproximate average salary by contribution assumption: employee only about $334,865 at 4% or $223,243 at 6%; with 50% employer match about $223,243 at 4% or $148,829 at 6%; with 100% employer match about $167,433 at 4% or $111,622 at 6%.
200515$1,624,737$64,747$12,949iApproximate average salary by contribution assumption: employee only about $323,735 at 4% or $215,823 at 6%; with 50% employer match about $215,823 at 4% or $143,882 at 6%; with 100% employer match about $161,868 at 4% or $107,912 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-5$1,624,737$64,747$12,949iApproximate average salary by contribution assumption: employee only about $323,735 at 4% or $215,823 at 6%; with 50% employer match about $215,823 at 4% or $143,882 at 6%; with 100% employer match about $161,868 at 4% or $107,912 at 6%.
200415$1,388,464$60,199$12,040iApproximate average salary by contribution assumption: employee only about $300,995 at 4% or $200,663 at 6%; with 50% employer match about $200,663 at 4% or $133,776 at 6%; with 100% employer match about $150,498 at 4% or $100,332 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-5$1,388,464$60,199$12,040iApproximate average salary by contribution assumption: employee only about $300,995 at 4% or $200,663 at 6%; with 50% employer match about $200,663 at 4% or $133,776 at 6%; with 100% employer match about $150,498 at 4% or $100,332 at 6%.
200314$1,332,393$57,741$14,435iApproximate average salary by contribution assumption: employee only about $360,881 at 4% or $240,588 at 6%; with 50% employer match about $240,588 at 4% or $160,392 at 6%; with 100% employer match about $180,441 at 4% or $120,294 at 6%.
Charles Willis II Dds 401 K Profit Sharing Plan Trust-4$1,332,393$57,741$14,435iApproximate average salary by contribution assumption: employee only about $360,881 at 4% or $240,588 at 6%; with 50% employer match about $240,588 at 4% or $160,392 at 6%; with 100% employer match about $180,441 at 4% or $120,294 at 6%.
200210$0$0-
Charles S. Willis, D.D.S., P.A. Money Purchase Pension Plan-0---
200124$0$0-
Charles S. Willis, D.D.S., P.A. Money Purchase Pension Plan-4---
Charles Willis II Dds 401 K Profit Sharing Plan Trust-4---
200024$0$0-
Charles Willis II Dds 401 K Profit Sharing Plan Trust-4---
Charles S. Willis, D.D.S., P.A. Money Purchase Pension Plan-4---