Civic Intelligence

Lanz & Nason, D.D.S., M.S., P.A.

Plan context: Lanz & Nason, Dds, Ms, Pa 401(K) Plan

EIN 56-1614748 • Gastonia, NC • 26 filings • 3 plans

1601-d E. Garrison BlvdGastonia, NC 28054
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$8,871,607

2024 Contributions

$298,463

Historical Graphs

Total Assets Over Time

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

$8,871,607$4,435,804$0199920122024YearValue
$8,871,607Latest year 2024

Participants Over Time

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

1890199920122024YearValue
17Latest year 2024

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
2024117$8,871,607$298,463$17,557iApproximate average salary by contribution assumption: employee only about $438,916 at 4% or $292,611 at 6%; with 50% employer match about $292,611 at 4% or $195,074 at 6%; with 100% employer match about $219,458 at 4% or $146,305 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-17$8,871,607$298,463$17,557iApproximate average salary by contribution assumption: employee only about $438,916 at 4% or $292,611 at 6%; with 50% employer match about $292,611 at 4% or $195,074 at 6%; with 100% employer match about $219,458 at 4% or $146,305 at 6%.
2023118$7,831,740$285,205$15,845iApproximate average salary by contribution assumption: employee only about $396,118 at 4% or $264,079 at 6%; with 50% employer match about $264,079 at 4% or $176,052 at 6%; with 100% employer match about $198,059 at 4% or $132,039 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-18$7,831,740$285,205$15,845iApproximate average salary by contribution assumption: employee only about $396,118 at 4% or $264,079 at 6%; with 50% employer match about $264,079 at 4% or $176,052 at 6%; with 100% employer match about $198,059 at 4% or $132,039 at 6%.
2022118$7,200,925$268,312$14,906iApproximate average salary by contribution assumption: employee only about $372,656 at 4% or $248,437 at 6%; with 50% employer match about $248,437 at 4% or $165,625 at 6%; with 100% employer match about $186,328 at 4% or $124,219 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-18$7,200,925$268,312$14,906iApproximate average salary by contribution assumption: employee only about $372,656 at 4% or $248,437 at 6%; with 50% employer match about $248,437 at 4% or $165,625 at 6%; with 100% employer match about $186,328 at 4% or $124,219 at 6%.
2021116$8,559,226$254,994$15,937iApproximate average salary by contribution assumption: employee only about $398,428 at 4% or $265,619 at 6%; with 50% employer match about $265,619 at 4% or $177,079 at 6%; with 100% employer match about $199,214 at 4% or $132,809 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-16$8,559,226$254,994$15,937iApproximate average salary by contribution assumption: employee only about $398,428 at 4% or $265,619 at 6%; with 50% employer match about $265,619 at 4% or $177,079 at 6%; with 100% employer match about $199,214 at 4% or $132,809 at 6%.
2020117$7,826,658$260,312$15,312iApproximate average salary by contribution assumption: employee only about $382,812 at 4% or $255,208 at 6%; with 50% employer match about $255,208 at 4% or $170,139 at 6%; with 100% employer match about $191,406 at 4% or $127,604 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-17$7,826,658$260,312$15,312iApproximate average salary by contribution assumption: employee only about $382,812 at 4% or $255,208 at 6%; with 50% employer match about $255,208 at 4% or $170,139 at 6%; with 100% employer match about $191,406 at 4% or $127,604 at 6%.
2019115$6,879,416$180,357$12,024iApproximate average salary by contribution assumption: employee only about $300,595 at 4% or $200,397 at 6%; with 50% employer match about $200,397 at 4% or $133,598 at 6%; with 100% employer match about $150,298 at 4% or $100,198 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$6,879,416$180,357$12,024iApproximate average salary by contribution assumption: employee only about $300,595 at 4% or $200,397 at 6%; with 50% employer match about $200,397 at 4% or $133,598 at 6%; with 100% employer match about $150,298 at 4% or $100,198 at 6%.
2018115$6,010,897$187,447$12,496iApproximate average salary by contribution assumption: employee only about $312,412 at 4% or $208,274 at 6%; with 50% employer match about $208,274 at 4% or $138,850 at 6%; with 100% employer match about $156,206 at 4% or $104,137 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$6,010,897$187,447$12,496iApproximate average salary by contribution assumption: employee only about $312,412 at 4% or $208,274 at 6%; with 50% employer match about $208,274 at 4% or $138,850 at 6%; with 100% employer match about $156,206 at 4% or $104,137 at 6%.
2017114$6,169,175$181,240$12,946iApproximate average salary by contribution assumption: employee only about $323,643 at 4% or $215,762 at 6%; with 50% employer match about $215,762 at 4% or $143,841 at 6%; with 100% employer match about $161,821 at 4% or $107,881 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-14$6,169,175$181,240$12,946iApproximate average salary by contribution assumption: employee only about $323,643 at 4% or $215,762 at 6%; with 50% employer match about $215,762 at 4% or $143,841 at 6%; with 100% employer match about $161,821 at 4% or $107,881 at 6%.
2016115$5,343,528$177,519$11,835iApproximate average salary by contribution assumption: employee only about $295,865 at 4% or $197,243 at 6%; with 50% employer match about $197,243 at 4% or $131,496 at 6%; with 100% employer match about $147,933 at 4% or $98,622 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$5,343,528$177,519$11,835iApproximate average salary by contribution assumption: employee only about $295,865 at 4% or $197,243 at 6%; with 50% employer match about $197,243 at 4% or $131,496 at 6%; with 100% employer match about $147,933 at 4% or $98,622 at 6%.
2015115$4,795,794$177,370$11,825iApproximate average salary by contribution assumption: employee only about $295,617 at 4% or $197,078 at 6%; with 50% employer match about $197,078 at 4% or $131,385 at 6%; with 100% employer match about $147,808 at 4% or $98,539 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$4,795,794$177,370$11,825iApproximate average salary by contribution assumption: employee only about $295,617 at 4% or $197,078 at 6%; with 50% employer match about $197,078 at 4% or $131,385 at 6%; with 100% employer match about $147,808 at 4% or $98,539 at 6%.
2014114$4,667,629$155,958$11,140iApproximate average salary by contribution assumption: employee only about $278,496 at 4% or $185,664 at 6%; with 50% employer match about $185,664 at 4% or $123,776 at 6%; with 100% employer match about $139,248 at 4% or $92,832 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-14$4,667,629$155,958$11,140iApproximate average salary by contribution assumption: employee only about $278,496 at 4% or $185,664 at 6%; with 50% employer match about $185,664 at 4% or $123,776 at 6%; with 100% employer match about $139,248 at 4% or $92,832 at 6%.
2013115$4,247,419$156,961$10,464iApproximate average salary by contribution assumption: employee only about $261,602 at 4% or $174,401 at 6%; with 50% employer match about $174,401 at 4% or $116,267 at 6%; with 100% employer match about $130,801 at 4% or $87,201 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$4,247,419$156,961$10,464iApproximate average salary by contribution assumption: employee only about $261,602 at 4% or $174,401 at 6%; with 50% employer match about $174,401 at 4% or $116,267 at 6%; with 100% employer match about $130,801 at 4% or $87,201 at 6%.
2012115$3,578,336$157,428$10,495iApproximate average salary by contribution assumption: employee only about $262,380 at 4% or $174,920 at 6%; with 50% employer match about $174,920 at 4% or $116,613 at 6%; with 100% employer match about $131,190 at 4% or $87,460 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$3,578,336$157,428$10,495iApproximate average salary by contribution assumption: employee only about $262,380 at 4% or $174,920 at 6%; with 50% employer match about $174,920 at 4% or $116,613 at 6%; with 100% employer match about $131,190 at 4% or $87,460 at 6%.
2011116$3,119,100$146,924$9,183iApproximate average salary by contribution assumption: employee only about $229,569 at 4% or $153,046 at 6%; with 50% employer match about $153,046 at 4% or $102,031 at 6%; with 100% employer match about $114,784 at 4% or $76,523 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-16$3,119,100$146,924$9,183iApproximate average salary by contribution assumption: employee only about $229,569 at 4% or $153,046 at 6%; with 50% employer match about $153,046 at 4% or $102,031 at 6%; with 100% employer match about $114,784 at 4% or $76,523 at 6%.
2010116$3,139,357$143,959$8,997iApproximate average salary by contribution assumption: employee only about $224,936 at 4% or $149,957 at 6%; with 50% employer match about $149,957 at 4% or $99,972 at 6%; with 100% employer match about $112,468 at 4% or $74,979 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-16$3,139,357$143,959$8,997iApproximate average salary by contribution assumption: employee only about $224,936 at 4% or $149,957 at 6%; with 50% employer match about $149,957 at 4% or $99,972 at 6%; with 100% employer match about $112,468 at 4% or $74,979 at 6%.
2009117$2,702,684$151,846$8,932iApproximate average salary by contribution assumption: employee only about $223,303 at 4% or $148,869 at 6%; with 50% employer match about $148,869 at 4% or $99,246 at 6%; with 100% employer match about $111,651 at 4% or $74,434 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-17$2,702,684$151,846$8,932iApproximate average salary by contribution assumption: employee only about $223,303 at 4% or $148,869 at 6%; with 50% employer match about $148,869 at 4% or $99,246 at 6%; with 100% employer match about $111,651 at 4% or $74,434 at 6%.
2008114$2,039,169$145,541$10,396iApproximate average salary by contribution assumption: employee only about $259,895 at 4% or $173,263 at 6%; with 50% employer match about $173,263 at 4% or $115,509 at 6%; with 100% employer match about $129,947 at 4% or $86,632 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-14$2,039,169$145,541$10,396iApproximate average salary by contribution assumption: employee only about $259,895 at 4% or $173,263 at 6%; with 50% employer match about $173,263 at 4% or $115,509 at 6%; with 100% employer match about $129,947 at 4% or $86,632 at 6%.
2007113$0$0-
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-13---
2006114$2,524,942$142,852$10,204iApproximate average salary by contribution assumption: employee only about $255,093 at 4% or $170,062 at 6%; with 50% employer match about $170,062 at 4% or $113,375 at 6%; with 100% employer match about $127,546 at 4% or $85,031 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-14$2,524,942$142,852$10,204iApproximate average salary by contribution assumption: employee only about $255,093 at 4% or $170,062 at 6%; with 50% employer match about $170,062 at 4% or $113,375 at 6%; with 100% employer match about $127,546 at 4% or $85,031 at 6%.
2005113$2,182,651$127,219$9,786iApproximate average salary by contribution assumption: employee only about $244,652 at 4% or $163,101 at 6%; with 50% employer match about $163,101 at 4% or $108,734 at 6%; with 100% employer match about $122,326 at 4% or $81,551 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-13$2,182,651$127,219$9,786iApproximate average salary by contribution assumption: employee only about $244,652 at 4% or $163,101 at 6%; with 50% employer match about $163,101 at 4% or $108,734 at 6%; with 100% employer match about $122,326 at 4% or $81,551 at 6%.
2004115$1,824,452$121,749$8,117iApproximate average salary by contribution assumption: employee only about $202,915 at 4% or $135,277 at 6%; with 50% employer match about $135,277 at 4% or $90,184 at 6%; with 100% employer match about $101,458 at 4% or $67,638 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$1,824,452$121,749$8,117iApproximate average salary by contribution assumption: employee only about $202,915 at 4% or $135,277 at 6%; with 50% employer match about $135,277 at 4% or $90,184 at 6%; with 100% employer match about $101,458 at 4% or $67,638 at 6%.
2003115$1,629,333$114,727$7,648iApproximate average salary by contribution assumption: employee only about $191,212 at 4% or $127,474 at 6%; with 50% employer match about $127,474 at 4% or $84,983 at 6%; with 100% employer match about $95,606 at 4% or $63,737 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$1,629,333$114,727$7,648iApproximate average salary by contribution assumption: employee only about $191,212 at 4% or $127,474 at 6%; with 50% employer match about $127,474 at 4% or $84,983 at 6%; with 100% employer match about $95,606 at 4% or $63,737 at 6%.
2002115$1,232,103$108,013$7,201iApproximate average salary by contribution assumption: employee only about $180,022 at 4% or $120,014 at 6%; with 50% employer match about $120,014 at 4% or $80,010 at 6%; with 100% employer match about $90,011 at 4% or $60,007 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-15$1,232,103$108,013$7,201iApproximate average salary by contribution assumption: employee only about $180,022 at 4% or $120,014 at 6%; with 50% employer match about $120,014 at 4% or $80,010 at 6%; with 100% employer match about $90,011 at 4% or $60,007 at 6%.
2001114$1,400,660$100,905$7,208iApproximate average salary by contribution assumption: employee only about $180,188 at 4% or $120,125 at 6%; with 50% employer match about $120,125 at 4% or $80,083 at 6%; with 100% employer match about $90,094 at 4% or $60,063 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-14$1,400,660$100,905$7,208iApproximate average salary by contribution assumption: employee only about $180,188 at 4% or $120,125 at 6%; with 50% employer match about $120,125 at 4% or $80,083 at 6%; with 100% employer match about $90,094 at 4% or $60,063 at 6%.
2000118$1,503,462$100,833$5,602iApproximate average salary by contribution assumption: employee only about $140,046 at 4% or $93,364 at 6%; with 50% employer match about $93,364 at 4% or $62,243 at 6%; with 100% employer match about $70,023 at 4% or $46,682 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-18$1,503,462$100,833$5,602iApproximate average salary by contribution assumption: employee only about $140,046 at 4% or $93,364 at 6%; with 50% employer match about $93,364 at 4% or $62,243 at 6%; with 100% employer match about $70,023 at 4% or $46,682 at 6%.
1999112$1,427,768$84,999$7,083iApproximate average salary by contribution assumption: employee only about $177,081 at 4% or $118,054 at 6%; with 50% employer match about $118,054 at 4% or $78,703 at 6%; with 100% employer match about $88,541 at 4% or $59,027 at 6%.
Lanz & Nason, Dds, Ms, Pa 401(K) Plan-12$1,427,768$84,999$7,083iApproximate average salary by contribution assumption: employee only about $177,081 at 4% or $118,054 at 6%; with 50% employer match about $118,054 at 4% or $78,703 at 6%; with 100% employer match about $88,541 at 4% or $59,027 at 6%.