John D. Ward, DDS and Michael Michelakis, DDS, PA
Plan context: John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan
EIN 56-1481777 • Shallotte, NC • 26 filings • 6 plans
Current Snapshot
Latest Year
2022
2022 Participants
10
2022 Assets
$3,304,307
2022 Contributions
$99,522
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 | - |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 10 | $3,304,307 | $99,522 | $9,952iApproximate average salary by contribution assumption: employee only about $248,805 at 4% or $165,870 at 6%; with 50% employer match about $165,870 at 4% or $110,580 at 6%; with 100% employer match about $124,403 at 4% or $82,935 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 10 | $3,304,307 | $99,522 | $9,952iApproximate average salary by contribution assumption: employee only about $248,805 at 4% or $165,870 at 6%; with 50% employer match about $165,870 at 4% or $110,580 at 6%; with 100% employer match about $124,403 at 4% or $82,935 at 6%. |
| 2020 | 1 | 9 | $2,800,685 | $134,497 | $14,944iApproximate average salary by contribution assumption: employee only about $373,603 at 4% or $249,069 at 6%; with 50% employer match about $249,069 at 4% or $166,046 at 6%; with 100% employer match about $186,801 at 4% or $124,534 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 9 | $2,800,685 | $134,497 | $14,944iApproximate average salary by contribution assumption: employee only about $373,603 at 4% or $249,069 at 6%; with 50% employer match about $249,069 at 4% or $166,046 at 6%; with 100% employer match about $186,801 at 4% or $124,534 at 6%. |
| 2019 | 1 | 12 | $2,504,011 | $112,871 | $9,406iApproximate average salary by contribution assumption: employee only about $235,148 at 4% or $156,765 at 6%; with 50% employer match about $156,765 at 4% or $104,510 at 6%; with 100% employer match about $117,574 at 4% or $78,383 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 12 | $2,504,011 | $112,871 | $9,406iApproximate average salary by contribution assumption: employee only about $235,148 at 4% or $156,765 at 6%; with 50% employer match about $156,765 at 4% or $104,510 at 6%; with 100% employer match about $117,574 at 4% or $78,383 at 6%. |
| 2018 | 1 | 12 | $1,984,726 | $113,711 | $9,476iApproximate average salary by contribution assumption: employee only about $236,898 at 4% or $157,932 at 6%; with 50% employer match about $157,932 at 4% or $105,288 at 6%; with 100% employer match about $118,449 at 4% or $78,966 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 12 | $1,984,726 | $113,711 | $9,476iApproximate average salary by contribution assumption: employee only about $236,898 at 4% or $157,932 at 6%; with 50% employer match about $157,932 at 4% or $105,288 at 6%; with 100% employer match about $118,449 at 4% or $78,966 at 6%. |
| 2017 | 1 | 12 | $1,988,110 | $113,165 | $9,430iApproximate average salary by contribution assumption: employee only about $235,760 at 4% or $157,174 at 6%; with 50% employer match about $157,174 at 4% or $104,782 at 6%; with 100% employer match about $117,880 at 4% or $78,587 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 12 | $1,988,110 | $113,165 | $9,430iApproximate average salary by contribution assumption: employee only about $235,760 at 4% or $157,174 at 6%; with 50% employer match about $157,174 at 4% or $104,782 at 6%; with 100% employer match about $117,880 at 4% or $78,587 at 6%. |
| 2016 | 1 | 14 | $1,853,389 | $113,540 | $8,110iApproximate average salary by contribution assumption: employee only about $202,750 at 4% or $135,167 at 6%; with 50% employer match about $135,167 at 4% or $90,111 at 6%; with 100% employer match about $101,375 at 4% or $67,583 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 14 | $1,853,389 | $113,540 | $8,110iApproximate average salary by contribution assumption: employee only about $202,750 at 4% or $135,167 at 6%; with 50% employer match about $135,167 at 4% or $90,111 at 6%; with 100% employer match about $101,375 at 4% or $67,583 at 6%. |
| 2015 | 1 | 14 | $1,630,859 | $92,012 | $6,572iApproximate average salary by contribution assumption: employee only about $164,307 at 4% or $109,538 at 6%; with 50% employer match about $109,538 at 4% or $73,025 at 6%; with 100% employer match about $82,154 at 4% or $54,769 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 14 | $1,630,859 | $92,012 | $6,572iApproximate average salary by contribution assumption: employee only about $164,307 at 4% or $109,538 at 6%; with 50% employer match about $109,538 at 4% or $73,025 at 6%; with 100% employer match about $82,154 at 4% or $54,769 at 6%. |
| 2014 | 1 | 14 | $1,574,492 | $82,447 | $5,889iApproximate average salary by contribution assumption: employee only about $147,227 at 4% or $98,151 at 6%; with 50% employer match about $98,151 at 4% or $65,434 at 6%; with 100% employer match about $73,613 at 4% or $49,076 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 14 | $1,574,492 | $82,447 | $5,889iApproximate average salary by contribution assumption: employee only about $147,227 at 4% or $98,151 at 6%; with 50% employer match about $98,151 at 4% or $65,434 at 6%; with 100% employer match about $73,613 at 4% or $49,076 at 6%. |
| 2013 | 1 | 16 | $1,616,579 | $125,070 | $7,817iApproximate average salary by contribution assumption: employee only about $195,422 at 4% or $130,281 at 6%; with 50% employer match about $130,281 at 4% or $86,854 at 6%; with 100% employer match about $97,711 at 4% or $65,141 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 16 | $1,616,579 | $125,070 | $7,817iApproximate average salary by contribution assumption: employee only about $195,422 at 4% or $130,281 at 6%; with 50% employer match about $130,281 at 4% or $86,854 at 6%; with 100% employer match about $97,711 at 4% or $65,141 at 6%. |
| 2012 | 1 | 16 | $1,333,999 | $282,135 | $17,633iApproximate average salary by contribution assumption: employee only about $440,836 at 4% or $293,891 at 6%; with 50% employer match about $293,891 at 4% or $195,927 at 6%; with 100% employer match about $220,418 at 4% or $146,945 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 16 | $1,333,999 | $282,135 | $17,633iApproximate average salary by contribution assumption: employee only about $440,836 at 4% or $293,891 at 6%; with 50% employer match about $293,891 at 4% or $195,927 at 6%; with 100% employer match about $220,418 at 4% or $146,945 at 6%. |
| 2011 | 1 | 13 | $3,536,040 | $96,643 | $7,434iApproximate average salary by contribution assumption: employee only about $185,852 at 4% or $123,901 at 6%; with 50% employer match about $123,901 at 4% or $82,601 at 6%; with 100% employer match about $92,926 at 4% or $61,951 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 13 | $3,536,040 | $96,643 | $7,434iApproximate average salary by contribution assumption: employee only about $185,852 at 4% or $123,901 at 6%; with 50% employer match about $123,901 at 4% or $82,601 at 6%; with 100% employer match about $92,926 at 4% or $61,951 at 6%. |
| 2010 | 1 | 13 | $3,339,846 | $96,233 | $7,403iApproximate average salary by contribution assumption: employee only about $185,063 at 4% or $123,376 at 6%; with 50% employer match about $123,376 at 4% or $82,250 at 6%; with 100% employer match about $92,532 at 4% or $61,688 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 13 | $3,339,846 | $96,233 | $7,403iApproximate average salary by contribution assumption: employee only about $185,063 at 4% or $123,376 at 6%; with 50% employer match about $123,376 at 4% or $82,250 at 6%; with 100% employer match about $92,532 at 4% or $61,688 at 6%. |
| 2009 | 1 | 13 | $3,140,937 | $95,829 | $7,371iApproximate average salary by contribution assumption: employee only about $184,287 at 4% or $122,858 at 6%; with 50% employer match about $122,858 at 4% or $81,905 at 6%; with 100% employer match about $92,143 at 4% or $61,429 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 13 | $3,140,937 | $95,829 | $7,371iApproximate average salary by contribution assumption: employee only about $184,287 at 4% or $122,858 at 6%; with 50% employer match about $122,858 at 4% or $81,905 at 6%; with 100% employer match about $92,143 at 4% or $61,429 at 6%. |
| 2008 | 1 | 13 | $2,661,128 | $162,598 | $12,508iApproximate average salary by contribution assumption: employee only about $312,688 at 4% or $208,459 at 6%; with 50% employer match about $208,459 at 4% or $138,973 at 6%; with 100% employer match about $156,344 at 4% or $104,229 at 6%. |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 13 | $2,661,128 | $162,598 | $12,508iApproximate average salary by contribution assumption: employee only about $312,688 at 4% or $208,459 at 6%; with 50% employer match about $208,459 at 4% or $138,973 at 6%; with 100% employer match about $156,344 at 4% or $104,229 at 6%. |
| 2007 | 2 | 13 | $0 | $0 | - |
| John D. Ward, Dds, Pa Defined Benefit Pension Plan | - | 0 | - | - | - |
| John D. Ward, Dds and Michael Michelakis, Dds, Pa 401K Plan | - | 13 | - | - | - |
| 2006 | 1 | 12 | $2,901,635 | $184,936 | $15,411iApproximate average salary by contribution assumption: employee only about $385,283 at 4% or $256,856 at 6%; with 50% employer match about $256,856 at 4% or $171,237 at 6%; with 100% employer match about $192,642 at 4% or $128,428 at 6%. |
| John D. Ward, Dds, Pa Defined Benefit Pension Plan | - | 12 | $2,901,635 | $184,936 | $15,411iApproximate average salary by contribution assumption: employee only about $385,283 at 4% or $256,856 at 6%; with 50% employer match about $256,856 at 4% or $171,237 at 6%; with 100% employer match about $192,642 at 4% or $128,428 at 6%. |
| 2005 | 1 | 12 | $2,445,445 | $230,364 | $19,197iApproximate average salary by contribution assumption: employee only about $479,925 at 4% or $319,950 at 6%; with 50% employer match about $319,950 at 4% or $213,300 at 6%; with 100% employer match about $239,963 at 4% or $159,975 at 6%. |
| John D. Ward, Dds, Pa Defined Benefit Pension Plan | - | 12 | $2,445,445 | $230,364 | $19,197iApproximate average salary by contribution assumption: employee only about $479,925 at 4% or $319,950 at 6%; with 50% employer match about $319,950 at 4% or $213,300 at 6%; with 100% employer match about $239,963 at 4% or $159,975 at 6%. |
| 2004 | 1 | 10 | $2,086,088 | $205,000 | $20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%. |
| John D. Ward, Dds, Pa Defined Benefit Pension Plan | - | 10 | $2,086,088 | $205,000 | $20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%. |
| 2003 | 1 | 8 | $1,712,776 | $192,365 | $24,046iApproximate average salary by contribution assumption: employee only about $601,141 at 4% or $400,760 at 6%; with 50% employer match about $400,760 at 4% or $267,174 at 6%; with 100% employer match about $300,570 at 4% or $200,380 at 6%. |
| John D. Ward, Dds, Pa Defined Benefit Pension Plan | - | 8 | $1,712,776 | $192,365 | $24,046iApproximate average salary by contribution assumption: employee only about $601,141 at 4% or $400,760 at 6%; with 50% employer match about $400,760 at 4% or $267,174 at 6%; with 100% employer match about $300,570 at 4% or $200,380 at 6%. |
| 2002 | 1 | 9 | $1,290,358 | $227,267 | $25,252iApproximate average salary by contribution assumption: employee only about $631,297 at 4% or $420,865 at 6%; with 50% employer match about $420,865 at 4% or $280,577 at 6%; with 100% employer match about $315,649 at 4% or $210,432 at 6%. |
| John D. Ward, Dds, Pa Defined Benefit Pension Plan | - | 9 | $1,290,358 | $227,267 | $25,252iApproximate average salary by contribution assumption: employee only about $631,297 at 4% or $420,865 at 6%; with 50% employer match about $420,865 at 4% or $280,577 at 6%; with 100% employer match about $315,649 at 4% or $210,432 at 6%. |
| 2001 | 2 | 8 | $1,185,930 | $215,000 | $26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%. |
| John D. Ward, Dds, Pa Defined Benefit Pension Plan | - | 8 | $1,185,930 | $215,000 | $26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%. |
| JOHN D WARD DDS PA PROFIT SHARING PLAN & TRUST | - | 0 | - | - | - |
| 2000 | 2 | 6 | $0 | $0 | - |
| John D. Ward, Dds, Pa Defined Benefit Pension Plan | - | 6 | - | - | - |
| JOHN D. WARD, DDS, PA PROFIT SHARING PLAN & TRUST | - | 6 | - | - | - |