Richard E. Offutt, Jr., D.D.S., P.A
Plan context: SOUTHPARK PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
EIN 56-1435724 • Charlotte, NC • 10 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
10
2022 Assets
$1,920,368
2022 Contributions
$399,999
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| SOUTHPARK PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2021 | 1 | 10 | $1,920,368 | $399,999 | $40,000iApproximate average salary by contribution assumption: employee only about $999,998 at 4% or $666,665 at 6%; with 50% employer match about $666,665 at 4% or $444,443 at 6%; with 100% employer match about $499,999 at 4% or $333,333 at 6%. |
| SOUTHPARK PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 10 | $1,920,368 | $399,999 | $40,000iApproximate average salary by contribution assumption: employee only about $999,998 at 4% or $666,665 at 6%; with 50% employer match about $666,665 at 4% or $444,443 at 6%; with 100% employer match about $499,999 at 4% or $333,333 at 6%. |
| 2020 | 1 | 10 | $1,502,175 | $295,161 | $29,516iApproximate average salary by contribution assumption: employee only about $737,903 at 4% or $491,935 at 6%; with 50% employer match about $491,935 at 4% or $327,957 at 6%; with 100% employer match about $368,951 at 4% or $245,968 at 6%. |
| SOUTHPARK PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 10 | $1,502,175 | $295,161 | $29,516iApproximate average salary by contribution assumption: employee only about $737,903 at 4% or $491,935 at 6%; with 50% employer match about $491,935 at 4% or $327,957 at 6%; with 100% employer match about $368,951 at 4% or $245,968 at 6%. |
| 2019 | 1 | 9 | $1,175,068 | $272,243 | $30,249iApproximate average salary by contribution assumption: employee only about $756,231 at 4% or $504,154 at 6%; with 50% employer match about $504,154 at 4% or $336,102 at 6%; with 100% employer match about $378,115 at 4% or $252,077 at 6%. |
| SOUTHPARK PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 9 | $1,175,068 | $272,243 | $30,249iApproximate average salary by contribution assumption: employee only about $756,231 at 4% or $504,154 at 6%; with 50% employer match about $504,154 at 4% or $336,102 at 6%; with 100% employer match about $378,115 at 4% or $252,077 at 6%. |
| 2018 | 1 | 6 | $886,232 | $272,651 | $45,442iApproximate average salary by contribution assumption: employee only about $1,136,046 at 4% or $757,364 at 6%; with 50% employer match about $757,364 at 4% or $504,909 at 6%; with 100% employer match about $568,023 at 4% or $378,682 at 6%. |
| SOUTHPARK PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 6 | $886,232 | $272,651 | $45,442iApproximate average salary by contribution assumption: employee only about $1,136,046 at 4% or $757,364 at 6%; with 50% employer match about $757,364 at 4% or $504,909 at 6%; with 100% employer match about $568,023 at 4% or $378,682 at 6%. |
| 2017 | 1 | 6 | $562,618 | $268,697 | $44,783iApproximate average salary by contribution assumption: employee only about $1,119,571 at 4% or $746,381 at 6%; with 50% employer match about $746,381 at 4% or $497,587 at 6%; with 100% employer match about $559,785 at 4% or $373,190 at 6%. |
| SOUTHPARK PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 6 | $562,618 | $268,697 | $44,783iApproximate average salary by contribution assumption: employee only about $1,119,571 at 4% or $746,381 at 6%; with 50% employer match about $746,381 at 4% or $497,587 at 6%; with 100% employer match about $559,785 at 4% or $373,190 at 6%. |
| 2016 | 1 | 7 | $262,861 | $262,861 | $37,552iApproximate average salary by contribution assumption: employee only about $938,789 at 4% or $625,860 at 6%; with 50% employer match about $625,860 at 4% or $417,240 at 6%; with 100% employer match about $469,395 at 4% or $312,930 at 6%. |
| SOUTHPARK PERIODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 7 | $262,861 | $262,861 | $37,552iApproximate average salary by contribution assumption: employee only about $938,789 at 4% or $625,860 at 6%; with 50% employer match about $625,860 at 4% or $417,240 at 6%; with 100% employer match about $469,395 at 4% or $312,930 at 6%. |
| 2015 | 1 | 5 | $92,034 | $92,118 | $18,424iApproximate average salary by contribution assumption: employee only about $460,590 at 4% or $307,060 at 6%; with 50% employer match about $307,060 at 4% or $204,707 at 6%; with 100% employer match about $230,295 at 4% or $153,530 at 6%. |
| Southpark Periodontics Retirement Plan & Trust | - | 5 | $92,034 | $92,118 | $18,424iApproximate average salary by contribution assumption: employee only about $460,590 at 4% or $307,060 at 6%; with 50% employer match about $307,060 at 4% or $204,707 at 6%; with 100% employer match about $230,295 at 4% or $153,530 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Richard E. Offutt, Jr., D.D.S., P.A. Profit Sharing Plan | - | 0 | - | - | - |
| 1999 | 1 | 6 | $1,740,123 | $15,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Richard E. Offutt, Jr., D.D.S., P.A. Profit Sharing Plan | - | 6 | $1,740,123 | $15,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |