Civic Intelligence

STEVEN R. PATTY, D.D.S.

Plan context: Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust

EIN 56-1612473 • Monroe, NC • 11 filings • 3 plans

1851 Wellness Blvd.Monroe, NC 28110
Current Snapshot

Latest Year

2009

2009 Participants

11

2009 Assets

$1,019,009

2009 Contributions

$105,358

Historical Graphs

Total Assets Over Time

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

$1,019,009$509,505$0199920042009YearValue
$1,019,009Latest year 2009

Participants Over Time

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

1370199920042009YearValue
11Latest year 2009

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
2009111$1,019,009$105,358$9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-11$1,019,009$105,358$9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%.
2008110$705,348$110,160$11,016iApproximate average salary by contribution assumption: employee only about $275,400 at 4% or $183,600 at 6%; with 50% employer match about $183,600 at 4% or $122,400 at 6%; with 100% employer match about $137,700 at 4% or $91,800 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-10$705,348$110,160$11,016iApproximate average salary by contribution assumption: employee only about $275,400 at 4% or $183,600 at 6%; with 50% employer match about $183,600 at 4% or $122,400 at 6%; with 100% employer match about $137,700 at 4% or $91,800 at 6%.
2007111$955,310$104,296$9,481iApproximate average salary by contribution assumption: employee only about $237,036 at 4% or $158,024 at 6%; with 50% employer match about $158,024 at 4% or $105,349 at 6%; with 100% employer match about $118,518 at 4% or $79,012 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-11$955,310$104,296$9,481iApproximate average salary by contribution assumption: employee only about $237,036 at 4% or $158,024 at 6%; with 50% employer match about $158,024 at 4% or $105,349 at 6%; with 100% employer match about $118,518 at 4% or $79,012 at 6%.
2006112$744,607$86,473$7,206iApproximate average salary by contribution assumption: employee only about $180,152 at 4% or $120,101 at 6%; with 50% employer match about $120,101 at 4% or $80,068 at 6%; with 100% employer match about $90,076 at 4% or $60,051 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-12$744,607$86,473$7,206iApproximate average salary by contribution assumption: employee only about $180,152 at 4% or $120,101 at 6%; with 50% employer match about $120,101 at 4% or $80,068 at 6%; with 100% employer match about $90,076 at 4% or $60,051 at 6%.
2005113$620,278$76,673$5,898iApproximate average salary by contribution assumption: employee only about $147,448 at 4% or $98,299 at 6%; with 50% employer match about $98,299 at 4% or $65,532 at 6%; with 100% employer match about $73,724 at 4% or $49,149 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-13$620,278$76,673$5,898iApproximate average salary by contribution assumption: employee only about $147,448 at 4% or $98,299 at 6%; with 50% employer match about $98,299 at 4% or $65,532 at 6%; with 100% employer match about $73,724 at 4% or $49,149 at 6%.
200417$489,874$70,294$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-7$489,874$70,294$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
200316$366,125$65,437$10,906iApproximate average salary by contribution assumption: employee only about $272,654 at 4% or $181,769 at 6%; with 50% employer match about $181,769 at 4% or $121,180 at 6%; with 100% employer match about $136,327 at 4% or $90,885 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-6$366,125$65,437$10,906iApproximate average salary by contribution assumption: employee only about $272,654 at 4% or $181,769 at 6%; with 50% employer match about $181,769 at 4% or $121,180 at 6%; with 100% employer match about $136,327 at 4% or $90,885 at 6%.
200214$224,065$68,545$17,136iApproximate average salary by contribution assumption: employee only about $428,406 at 4% or $285,604 at 6%; with 50% employer match about $285,604 at 4% or $190,403 at 6%; with 100% employer match about $214,203 at 4% or $142,802 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-4$224,065$68,545$17,136iApproximate average salary by contribution assumption: employee only about $428,406 at 4% or $285,604 at 6%; with 50% employer match about $285,604 at 4% or $190,403 at 6%; with 100% employer match about $214,203 at 4% or $142,802 at 6%.
200114$215,823$43,168$10,792iApproximate average salary by contribution assumption: employee only about $269,800 at 4% or $179,867 at 6%; with 50% employer match about $179,867 at 4% or $119,911 at 6%; with 100% employer match about $134,900 at 4% or $89,933 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-4$215,823$43,168$10,792iApproximate average salary by contribution assumption: employee only about $269,800 at 4% or $179,867 at 6%; with 50% employer match about $179,867 at 4% or $119,911 at 6%; with 100% employer match about $134,900 at 4% or $89,933 at 6%.
200015$197,778$44,165$8,833iApproximate average salary by contribution assumption: employee only about $220,825 at 4% or $147,217 at 6%; with 50% employer match about $147,217 at 4% or $98,144 at 6%; with 100% employer match about $110,413 at 4% or $73,608 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-5$197,778$44,165$8,833iApproximate average salary by contribution assumption: employee only about $220,825 at 4% or $147,217 at 6%; with 50% employer match about $147,217 at 4% or $98,144 at 6%; with 100% employer match about $110,413 at 4% or $73,608 at 6%.
199915$162,471$42,792$8,558iApproximate average salary by contribution assumption: employee only about $213,960 at 4% or $142,640 at 6%; with 50% employer match about $142,640 at 4% or $95,093 at 6%; with 100% employer match about $106,980 at 4% or $71,320 at 6%.
Steven R. Patty, D.D.S. 401K Profit Sharing Plan and Trust-5$162,471$42,792$8,558iApproximate average salary by contribution assumption: employee only about $213,960 at 4% or $142,640 at 6%; with 50% employer match about $142,640 at 4% or $95,093 at 6%; with 100% employer match about $106,980 at 4% or $71,320 at 6%.