Ellis K. List, D.D.S., P.A.
Plan context: Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan
EIN 56-1812354 • Durham, NC • 39 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
7
2022 Assets
$680,904
2022 Contributions
$257,414
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 | 2 | 7 | $680,904 | $257,414 | $36,773iApproximate average salary by contribution assumption: employee only about $919,336 at 4% or $612,890 at 6%; with 50% employer match about $612,890 at 4% or $408,594 at 6%; with 100% employer match about $459,668 at 4% or $306,445 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 7 | $680,904 | $137,856 | $19,694iApproximate average salary by contribution assumption: employee only about $492,343 at 4% or $328,229 at 6%; with 50% employer match about $328,229 at 4% or $218,819 at 6%; with 100% employer match about $246,171 at 4% or $164,114 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 0 | $0 | $119,558 | - |
| 2021 | 1 | 5 | $575,631 | $71,735 | $14,347iApproximate average salary by contribution assumption: employee only about $358,675 at 4% or $239,117 at 6%; with 50% employer match about $239,117 at 4% or $159,411 at 6%; with 100% employer match about $179,338 at 4% or $119,558 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | $575,631 | $71,735 | $14,347iApproximate average salary by contribution assumption: employee only about $358,675 at 4% or $239,117 at 6%; with 50% employer match about $239,117 at 4% or $159,411 at 6%; with 100% employer match about $179,338 at 4% or $119,558 at 6%. |
| 2020 | 1 | 5 | $2,483,238 | $69,754 | $13,951iApproximate average salary by contribution assumption: employee only about $348,770 at 4% or $232,513 at 6%; with 50% employer match about $232,513 at 4% or $155,009 at 6%; with 100% employer match about $174,385 at 4% or $116,257 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | $2,483,238 | $69,754 | $13,951iApproximate average salary by contribution assumption: employee only about $348,770 at 4% or $232,513 at 6%; with 50% employer match about $232,513 at 4% or $155,009 at 6%; with 100% employer match about $174,385 at 4% or $116,257 at 6%. |
| 2019 | 1 | 5 | $2,762,038 | $61,680 | $12,336iApproximate average salary by contribution assumption: employee only about $308,400 at 4% or $205,600 at 6%; with 50% employer match about $205,600 at 4% or $137,067 at 6%; with 100% employer match about $154,200 at 4% or $102,800 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | $2,762,038 | $61,680 | $12,336iApproximate average salary by contribution assumption: employee only about $308,400 at 4% or $205,600 at 6%; with 50% employer match about $205,600 at 4% or $137,067 at 6%; with 100% employer match about $154,200 at 4% or $102,800 at 6%. |
| 2018 | 1 | 6 | $2,356,623 | $69,545 | $11,591iApproximate average salary by contribution assumption: employee only about $289,771 at 4% or $193,181 at 6%; with 50% employer match about $193,181 at 4% or $128,787 at 6%; with 100% employer match about $144,885 at 4% or $96,590 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $2,356,623 | $69,545 | $11,591iApproximate average salary by contribution assumption: employee only about $289,771 at 4% or $193,181 at 6%; with 50% employer match about $193,181 at 4% or $128,787 at 6%; with 100% employer match about $144,885 at 4% or $96,590 at 6%. |
| 2017 | 1 | 6 | $2,479,678 | $91,776 | $15,296iApproximate average salary by contribution assumption: employee only about $382,400 at 4% or $254,933 at 6%; with 50% employer match about $254,933 at 4% or $169,956 at 6%; with 100% employer match about $191,200 at 4% or $127,467 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $2,479,678 | $91,776 | $15,296iApproximate average salary by contribution assumption: employee only about $382,400 at 4% or $254,933 at 6%; with 50% employer match about $254,933 at 4% or $169,956 at 6%; with 100% employer match about $191,200 at 4% or $127,467 at 6%. |
| 2016 | 1 | 6 | $2,032,132 | $56,079 | $9,347iApproximate average salary by contribution assumption: employee only about $233,663 at 4% or $155,775 at 6%; with 50% employer match about $155,775 at 4% or $103,850 at 6%; with 100% employer match about $116,831 at 4% or $77,888 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $2,032,132 | $56,079 | $9,347iApproximate average salary by contribution assumption: employee only about $233,663 at 4% or $155,775 at 6%; with 50% employer match about $155,775 at 4% or $103,850 at 6%; with 100% employer match about $116,831 at 4% or $77,888 at 6%. |
| 2015 | 1 | 6 | $1,881,128 | $61,139 | $10,190iApproximate average salary by contribution assumption: employee only about $254,746 at 4% or $169,831 at 6%; with 50% employer match about $169,831 at 4% or $113,220 at 6%; with 100% employer match about $127,373 at 4% or $84,915 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $1,881,128 | $61,139 | $10,190iApproximate average salary by contribution assumption: employee only about $254,746 at 4% or $169,831 at 6%; with 50% employer match about $169,831 at 4% or $113,220 at 6%; with 100% employer match about $127,373 at 4% or $84,915 at 6%. |
| 2014 | 1 | 6 | $1,767,785 | $59,643 | $9,941iApproximate average salary by contribution assumption: employee only about $248,513 at 4% or $165,675 at 6%; with 50% employer match about $165,675 at 4% or $110,450 at 6%; with 100% employer match about $124,256 at 4% or $82,838 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $1,767,785 | $59,643 | $9,941iApproximate average salary by contribution assumption: employee only about $248,513 at 4% or $165,675 at 6%; with 50% employer match about $165,675 at 4% or $110,450 at 6%; with 100% employer match about $124,256 at 4% or $82,838 at 6%. |
| 2013 | 2 | 6 | $1,611,836 | $60,959 | $10,160iApproximate average salary by contribution assumption: employee only about $253,996 at 4% or $169,331 at 6%; with 50% employer match about $169,331 at 4% or $112,887 at 6%; with 100% employer match about $126,998 at 4% or $84,665 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $1,611,836 | $60,959 | $10,160iApproximate average salary by contribution assumption: employee only about $253,996 at 4% or $169,331 at 6%; with 50% employer match about $169,331 at 4% or $112,887 at 6%; with 100% employer match about $126,998 at 4% or $84,665 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| 2012 | 2 | 6 | $1,349,228 | $40,186 | $6,698iApproximate average salary by contribution assumption: employee only about $167,442 at 4% or $111,628 at 6%; with 50% employer match about $111,628 at 4% or $74,419 at 6%; with 100% employer match about $83,721 at 4% or $55,814 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $1,349,022 | $40,186 | $6,698iApproximate average salary by contribution assumption: employee only about $167,442 at 4% or $111,628 at 6%; with 50% employer match about $111,628 at 4% or $74,419 at 6%; with 100% employer match about $83,721 at 4% or $55,814 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 1 | $206 | $0 | - |
| 2011 | 2 | 6 | $1,192,160 | $36,347 | $6,058iApproximate average salary by contribution assumption: employee only about $151,446 at 4% or $100,964 at 6%; with 50% employer match about $100,964 at 4% or $67,309 at 6%; with 100% employer match about $75,723 at 4% or $50,482 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $810,131 | $36,347 | $6,058iApproximate average salary by contribution assumption: employee only about $151,446 at 4% or $100,964 at 6%; with 50% employer match about $100,964 at 4% or $67,309 at 6%; with 100% employer match about $75,723 at 4% or $50,482 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 6 | $382,029 | $0 | - |
| 2010 | 2 | 6 | $1,188,255 | $29,977 | $4,996iApproximate average salary by contribution assumption: employee only about $124,904 at 4% or $83,269 at 6%; with 50% employer match about $83,269 at 4% or $55,513 at 6%; with 100% employer match about $62,452 at 4% or $41,635 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $817,562 | $29,977 | $4,996iApproximate average salary by contribution assumption: employee only about $124,904 at 4% or $83,269 at 6%; with 50% employer match about $83,269 at 4% or $55,513 at 6%; with 100% employer match about $62,452 at 4% or $41,635 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 6 | $370,693 | $0 | - |
| 2009 | 2 | 6 | $1,027,173 | $31,641 | $5,274iApproximate average salary by contribution assumption: employee only about $131,838 at 4% or $87,892 at 6%; with 50% employer match about $87,892 at 4% or $58,594 at 6%; with 100% employer match about $65,919 at 4% or $43,946 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $701,215 | $31,641 | $5,274iApproximate average salary by contribution assumption: employee only about $131,838 at 4% or $87,892 at 6%; with 50% employer match about $87,892 at 4% or $58,594 at 6%; with 100% employer match about $65,919 at 4% or $43,946 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 6 | $325,958 | $0 | - |
| 2008 | 2 | 4 | $831,076 | $49,297 | $12,324iApproximate average salary by contribution assumption: employee only about $308,106 at 4% or $205,404 at 6%; with 50% employer match about $205,404 at 4% or $136,936 at 6%; with 100% employer match about $154,053 at 4% or $102,702 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 4 | $554,542 | $34,748 | $8,687iApproximate average salary by contribution assumption: employee only about $217,175 at 4% or $144,783 at 6%; with 50% employer match about $144,783 at 4% or $96,522 at 6%; with 100% employer match about $108,588 at 4% or $72,392 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 4 | $276,534 | $14,549 | $3,637iApproximate average salary by contribution assumption: employee only about $90,931 at 4% or $60,621 at 6%; with 50% employer match about $60,621 at 4% or $40,414 at 6%; with 100% employer match about $45,466 at 4% or $30,310 at 6%. |
| 2007 | 2 | 5 | $1,155,562 | $66,433 | $13,287iApproximate average salary by contribution assumption: employee only about $332,165 at 4% or $221,443 at 6%; with 50% employer match about $221,443 at 4% or $147,629 at 6%; with 100% employer match about $166,083 at 4% or $110,722 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | $778,831 | $48,846 | $9,769iApproximate average salary by contribution assumption: employee only about $244,230 at 4% or $162,820 at 6%; with 50% employer match about $162,820 at 4% or $108,547 at 6%; with 100% employer match about $122,115 at 4% or $81,410 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 5 | $376,731 | $17,587 | $3,517iApproximate average salary by contribution assumption: employee only about $87,935 at 4% or $58,623 at 6%; with 50% employer match about $58,623 at 4% or $39,082 at 6%; with 100% employer match about $43,968 at 4% or $29,312 at 6%. |
| 2006 | 2 | 4 | $910,089 | $72,758 | $18,190iApproximate average salary by contribution assumption: employee only about $454,738 at 4% or $303,158 at 6%; with 50% employer match about $303,158 at 4% or $202,106 at 6%; with 100% employer match about $227,369 at 4% or $151,579 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 4 | $619,182 | $57,039 | $14,260iApproximate average salary by contribution assumption: employee only about $356,494 at 4% or $237,663 at 6%; with 50% employer match about $237,663 at 4% or $158,442 at 6%; with 100% employer match about $178,247 at 4% or $118,831 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 4 | $290,907 | $15,719 | $3,930iApproximate average salary by contribution assumption: employee only about $98,244 at 4% or $65,496 at 6%; with 50% employer match about $65,496 at 4% or $43,664 at 6%; with 100% employer match about $49,122 at 4% or $32,748 at 6%. |
| 2005 | 2 | 4 | $736,019 | $68,992 | $17,248iApproximate average salary by contribution assumption: employee only about $431,200 at 4% or $287,467 at 6%; with 50% employer match about $287,467 at 4% or $191,644 at 6%; with 100% employer match about $215,600 at 4% or $143,733 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 4 | $492,606 | $53,656 | $13,414iApproximate average salary by contribution assumption: employee only about $335,350 at 4% or $223,567 at 6%; with 50% employer match about $223,567 at 4% or $149,044 at 6%; with 100% employer match about $167,675 at 4% or $111,783 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 4 | $243,413 | $15,336 | $3,834iApproximate average salary by contribution assumption: employee only about $95,850 at 4% or $63,900 at 6%; with 50% employer match about $63,900 at 4% or $42,600 at 6%; with 100% employer match about $47,925 at 4% or $31,950 at 6%. |
| 2004 | 2 | 2 | $636,240 | $55,170 | $27,585iApproximate average salary by contribution assumption: employee only about $689,625 at 4% or $459,750 at 6%; with 50% employer match about $459,750 at 4% or $306,500 at 6%; with 100% employer match about $344,813 at 4% or $229,875 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 2 | $403,120 | $42,724 | $21,362iApproximate average salary by contribution assumption: employee only about $534,050 at 4% or $356,033 at 6%; with 50% employer match about $356,033 at 4% or $237,356 at 6%; with 100% employer match about $267,025 at 4% or $178,017 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 2 | $233,120 | $12,446 | $6,223iApproximate average salary by contribution assumption: employee only about $155,575 at 4% or $103,717 at 6%; with 50% employer match about $103,717 at 4% or $69,144 at 6%; with 100% employer match about $77,788 at 4% or $51,858 at 6%. |
| 2003 | 2 | 2 | $0 | $0 | - |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 2 | - | - | - |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 2 | - | - | - |
| 2002 | 2 | 6 | $472,852 | $71,672 | $11,945iApproximate average salary by contribution assumption: employee only about $298,633 at 4% or $199,089 at 6%; with 50% employer match about $199,089 at 4% or $132,726 at 6%; with 100% employer match about $149,317 at 4% or $99,544 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | $294,833 | $55,626 | $11,125iApproximate average salary by contribution assumption: employee only about $278,130 at 4% or $185,420 at 6%; with 50% employer match about $185,420 at 4% or $123,613 at 6%; with 100% employer match about $139,065 at 4% or $92,710 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 6 | $178,019 | $16,046 | $2,674iApproximate average salary by contribution assumption: employee only about $66,858 at 4% or $44,572 at 6%; with 50% employer match about $44,572 at 4% or $29,715 at 6%; with 100% employer match about $33,429 at 4% or $22,286 at 6%. |
| 2001 | 2 | 9 | $443,369 | $55,779 | $6,198iApproximate average salary by contribution assumption: employee only about $154,942 at 4% or $103,294 at 6%; with 50% employer match about $103,294 at 4% or $68,863 at 6%; with 100% employer match about $77,471 at 4% or $51,647 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 9 | $252,450 | $36,308 | $4,034iApproximate average salary by contribution assumption: employee only about $100,856 at 4% or $67,237 at 6%; with 50% employer match about $67,237 at 4% or $44,825 at 6%; with 100% employer match about $50,428 at 4% or $33,619 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 5 | $190,919 | $19,471 | $3,894iApproximate average salary by contribution assumption: employee only about $97,355 at 4% or $64,903 at 6%; with 50% employer match about $64,903 at 4% or $43,269 at 6%; with 100% employer match about $48,678 at 4% or $32,452 at 6%. |
| 2000 | 2 | 6 | $539,117 | $52,032 | $8,672iApproximate average salary by contribution assumption: employee only about $216,800 at 4% or $144,533 at 6%; with 50% employer match about $144,533 at 4% or $96,356 at 6%; with 100% employer match about $108,400 at 4% or $72,267 at 6%. |
| Ellis K. List, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | $343,794 | $29,140 | $5,828iApproximate average salary by contribution assumption: employee only about $145,700 at 4% or $97,133 at 6%; with 50% employer match about $97,133 at 4% or $64,756 at 6%; with 100% employer match about $72,850 at 4% or $48,567 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 6 | $195,323 | $22,892 | $3,815iApproximate average salary by contribution assumption: employee only about $95,383 at 4% or $63,589 at 6%; with 50% employer match about $63,589 at 4% or $42,393 at 6%; with 100% employer match about $47,692 at 4% or $31,794 at 6%. |
| 1999 | 1 | 8 | $258,830 | $35,984 | $4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%. |
| Ellis K. List, D.D.S., P.A. Money Purchase Pension Plan | - | 8 | $258,830 | $35,984 | $4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%. |