Civic Intelligence

Donald R. Whitley Dds

Plan context: DONALD R. WHITLEY DDS PROFIT SHARING PLAN

EIN 56-1429571 • New Bern, NC • 26 filings • 3 plans

2306 Dr Ml King Jr BlvdNew Bern, NC 28562
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$583,310

2021 Contributions

$41,033

Historical Graphs

Total Assets Over Time

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

$1,565,193$782,597$0199920112020YearValue
$583,310Latest year 2020

Participants Over Time

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

530199920102020YearValue
5Latest year 2020

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
202110$0$41,033-
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-0$0$41,033-
202015$583,310$56,871$11,374iApproximate average salary by contribution assumption: employee only about $284,355 at 4% or $189,570 at 6%; with 50% employer match about $189,570 at 4% or $126,380 at 6%; with 100% employer match about $142,178 at 4% or $94,785 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$583,310$56,871$11,374iApproximate average salary by contribution assumption: employee only about $284,355 at 4% or $189,570 at 6%; with 50% employer match about $189,570 at 4% or $126,380 at 6%; with 100% employer match about $142,178 at 4% or $94,785 at 6%.
201915$1,299,104$37,542$7,508iApproximate average salary by contribution assumption: employee only about $187,710 at 4% or $125,140 at 6%; with 50% employer match about $125,140 at 4% or $83,427 at 6%; with 100% employer match about $93,855 at 4% or $62,570 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$1,299,104$37,542$7,508iApproximate average salary by contribution assumption: employee only about $187,710 at 4% or $125,140 at 6%; with 50% employer match about $125,140 at 4% or $83,427 at 6%; with 100% employer match about $93,855 at 4% or $62,570 at 6%.
201815$1,056,327$37,515$7,503iApproximate average salary by contribution assumption: employee only about $187,575 at 4% or $125,050 at 6%; with 50% employer match about $125,050 at 4% or $83,367 at 6%; with 100% employer match about $93,788 at 4% or $62,525 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$1,056,327$37,515$7,503iApproximate average salary by contribution assumption: employee only about $187,575 at 4% or $125,050 at 6%; with 50% employer match about $125,050 at 4% or $83,367 at 6%; with 100% employer match about $93,788 at 4% or $62,525 at 6%.
201715$1,371,749$33,833$6,767iApproximate average salary by contribution assumption: employee only about $169,165 at 4% or $112,777 at 6%; with 50% employer match about $112,777 at 4% or $75,184 at 6%; with 100% employer match about $84,583 at 4% or $56,388 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$1,371,749$33,833$6,767iApproximate average salary by contribution assumption: employee only about $169,165 at 4% or $112,777 at 6%; with 50% employer match about $112,777 at 4% or $75,184 at 6%; with 100% employer match about $84,583 at 4% or $56,388 at 6%.
201615$1,565,193$23,939$4,788iApproximate average salary by contribution assumption: employee only about $119,695 at 4% or $79,797 at 6%; with 50% employer match about $79,797 at 4% or $53,198 at 6%; with 100% employer match about $59,848 at 4% or $39,898 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$1,565,193$23,939$4,788iApproximate average salary by contribution assumption: employee only about $119,695 at 4% or $79,797 at 6%; with 50% employer match about $79,797 at 4% or $53,198 at 6%; with 100% employer match about $59,848 at 4% or $39,898 at 6%.
201515$1,444,890$7,381$1,476iApproximate average salary by contribution assumption: employee only about $36,905 at 4% or $24,603 at 6%; with 50% employer match about $24,603 at 4% or $16,402 at 6%; with 100% employer match about $18,453 at 4% or $12,302 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$1,444,890$7,381$1,476iApproximate average salary by contribution assumption: employee only about $36,905 at 4% or $24,603 at 6%; with 50% employer match about $24,603 at 4% or $16,402 at 6%; with 100% employer match about $18,453 at 4% or $12,302 at 6%.
201415$1,445,766$15,168$3,034iApproximate average salary by contribution assumption: employee only about $75,840 at 4% or $50,560 at 6%; with 50% employer match about $50,560 at 4% or $33,707 at 6%; with 100% employer match about $37,920 at 4% or $25,280 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$1,445,766$15,168$3,034iApproximate average salary by contribution assumption: employee only about $75,840 at 4% or $50,560 at 6%; with 50% employer match about $50,560 at 4% or $33,707 at 6%; with 100% employer match about $37,920 at 4% or $25,280 at 6%.
201315$1,386,322$62,418$12,484iApproximate average salary by contribution assumption: employee only about $312,090 at 4% or $208,060 at 6%; with 50% employer match about $208,060 at 4% or $138,707 at 6%; with 100% employer match about $156,045 at 4% or $104,030 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$1,386,322$62,418$12,484iApproximate average salary by contribution assumption: employee only about $312,090 at 4% or $208,060 at 6%; with 50% employer match about $208,060 at 4% or $138,707 at 6%; with 100% employer match about $156,045 at 4% or $104,030 at 6%.
201214$1,132,137$7,828$1,957iApproximate average salary by contribution assumption: employee only about $48,925 at 4% or $32,617 at 6%; with 50% employer match about $32,617 at 4% or $21,744 at 6%; with 100% employer match about $24,463 at 4% or $16,308 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-4$1,132,137$7,828$1,957iApproximate average salary by contribution assumption: employee only about $48,925 at 4% or $32,617 at 6%; with 50% employer match about $32,617 at 4% or $21,744 at 6%; with 100% employer match about $24,463 at 4% or $16,308 at 6%.
201114$1,024,047$116,334$29,084iApproximate average salary by contribution assumption: employee only about $727,088 at 4% or $484,725 at 6%; with 50% employer match about $484,725 at 4% or $323,150 at 6%; with 100% employer match about $363,544 at 4% or $242,363 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-4$1,024,047$116,334$29,084iApproximate average salary by contribution assumption: employee only about $727,088 at 4% or $484,725 at 6%; with 50% employer match about $484,725 at 4% or $323,150 at 6%; with 100% employer match about $363,544 at 4% or $242,363 at 6%.
201015$933,349$63,519$12,704iApproximate average salary by contribution assumption: employee only about $317,595 at 4% or $211,730 at 6%; with 50% employer match about $211,730 at 4% or $141,153 at 6%; with 100% employer match about $158,798 at 4% or $105,865 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-5$933,349$63,519$12,704iApproximate average salary by contribution assumption: employee only about $317,595 at 4% or $211,730 at 6%; with 50% employer match about $211,730 at 4% or $141,153 at 6%; with 100% employer match about $158,798 at 4% or $105,865 at 6%.
200914$747,334$65,463$16,366iApproximate average salary by contribution assumption: employee only about $409,144 at 4% or $272,763 at 6%; with 50% employer match about $272,763 at 4% or $181,842 at 6%; with 100% employer match about $204,572 at 4% or $136,381 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-4$747,334$65,463$16,366iApproximate average salary by contribution assumption: employee only about $409,144 at 4% or $272,763 at 6%; with 50% employer match about $272,763 at 4% or $181,842 at 6%; with 100% employer match about $204,572 at 4% or $136,381 at 6%.
200814$494,683$25,832$6,458iApproximate average salary by contribution assumption: employee only about $161,450 at 4% or $107,633 at 6%; with 50% employer match about $107,633 at 4% or $71,756 at 6%; with 100% employer match about $80,725 at 4% or $53,817 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-4$494,683$25,832$6,458iApproximate average salary by contribution assumption: employee only about $161,450 at 4% or $107,633 at 6%; with 50% employer match about $107,633 at 4% or $71,756 at 6%; with 100% employer match about $80,725 at 4% or $53,817 at 6%.
200713$0$0-
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-3---
200612$564,956$42,010$21,005iApproximate average salary by contribution assumption: employee only about $525,125 at 4% or $350,083 at 6%; with 50% employer match about $350,083 at 4% or $233,389 at 6%; with 100% employer match about $262,563 at 4% or $175,042 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-2$564,956$42,010$21,005iApproximate average salary by contribution assumption: employee only about $525,125 at 4% or $350,083 at 6%; with 50% employer match about $350,083 at 4% or $233,389 at 6%; with 100% employer match about $262,563 at 4% or $175,042 at 6%.
200522$483,266$63,674$31,837iApproximate average salary by contribution assumption: employee only about $795,925 at 4% or $530,617 at 6%; with 50% employer match about $530,617 at 4% or $353,744 at 6%; with 100% employer match about $397,963 at 4% or $265,308 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-2$483,266$63,674$31,837iApproximate average salary by contribution assumption: employee only about $795,925 at 4% or $530,617 at 6%; with 50% employer match about $530,617 at 4% or $353,744 at 6%; with 100% employer match about $397,963 at 4% or $265,308 at 6%.
Donald R. Whitley Dds Profit Sharing Plan-0---
200412$382,199$366,067$183,034iApproximate average salary by contribution assumption: employee only about $4,575,838 at 4% or $3,050,558 at 6%; with 50% employer match about $3,050,558 at 4% or $2,033,706 at 6%; with 100% employer match about $2,287,919 at 4% or $1,525,279 at 6%.
DONALD R. WHITLEY DDS PROFIT SHARING PLAN-2$382,199$366,067$183,034iApproximate average salary by contribution assumption: employee only about $4,575,838 at 4% or $3,050,558 at 6%; with 50% employer match about $3,050,558 at 4% or $2,033,706 at 6%; with 100% employer match about $2,287,919 at 4% or $1,525,279 at 6%.
200322$344,517$44,495$22,248iApproximate average salary by contribution assumption: employee only about $556,188 at 4% or $370,792 at 6%; with 50% employer match about $370,792 at 4% or $247,194 at 6%; with 100% employer match about $278,094 at 4% or $185,396 at 6%.
Donald R. Whitley Dds Profit Sharing Plan-2$344,517$44,495$22,248iApproximate average salary by contribution assumption: employee only about $556,188 at 4% or $370,792 at 6%; with 50% employer match about $370,792 at 4% or $247,194 at 6%; with 100% employer match about $278,094 at 4% or $185,396 at 6%.
Donald R. Whitley Dds Profit Sharing Plan-0---
200214$0$0-
Donald R. Whitley Dds Profit Sharing Plan-4---
200122$239,922$28,842$14,421iApproximate average salary by contribution assumption: employee only about $360,525 at 4% or $240,350 at 6%; with 50% employer match about $240,350 at 4% or $160,233 at 6%; with 100% employer match about $180,263 at 4% or $120,175 at 6%.
Donald R. Whitley Dds Profit Sharing Plan-2$239,922$28,842$14,421iApproximate average salary by contribution assumption: employee only about $360,525 at 4% or $240,350 at 6%; with 50% employer match about $240,350 at 4% or $160,233 at 6%; with 100% employer match about $180,263 at 4% or $120,175 at 6%.
Donald R. Whitley Dds Profit Sharing Plan-0---
200012$262,636$27,364$13,682iApproximate average salary by contribution assumption: employee only about $342,050 at 4% or $228,033 at 6%; with 50% employer match about $228,033 at 4% or $152,022 at 6%; with 100% employer match about $171,025 at 4% or $114,017 at 6%.
Donald R. Whitley Dds Profit Sharing Plan-2$262,636$27,364$13,682iApproximate average salary by contribution assumption: employee only about $342,050 at 4% or $228,033 at 6%; with 50% employer match about $228,033 at 4% or $152,022 at 6%; with 100% employer match about $171,025 at 4% or $114,017 at 6%.
199912$334,290$26,277$13,139iApproximate average salary by contribution assumption: employee only about $328,463 at 4% or $218,975 at 6%; with 50% employer match about $218,975 at 4% or $145,983 at 6%; with 100% employer match about $164,231 at 4% or $109,488 at 6%.
Donald R. Whitley Dds Profit Sharing Plan-2$334,290$26,277$13,139iApproximate average salary by contribution assumption: employee only about $328,463 at 4% or $218,975 at 6%; with 50% employer match about $218,975 at 4% or $145,983 at 6%; with 100% employer match about $164,231 at 4% or $109,488 at 6%.