J. Michael Bellamy D.D.S.
Plan context: J. Michael Bellamy, D.D.S. Profit Sharing Plan
EIN 56-1813262 • Charlotte, NC • 32 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$4,288,626
2024 Contributions
$107,724
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $4,288,626 | $107,724 | $17,954iApproximate average salary by contribution assumption: employee only about $448,850 at 4% or $299,233 at 6%; with 50% employer match about $299,233 at 4% or $199,489 at 6%; with 100% employer match about $224,425 at 4% or $149,617 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $3,409,301 | $107,724 | $21,545iApproximate average salary by contribution assumption: employee only about $538,620 at 4% or $359,080 at 6%; with 50% employer match about $359,080 at 4% or $239,387 at 6%; with 100% employer match about $269,310 at 4% or $179,540 at 6%. |
| J. MICHAEL BELLAMY, DDS CASH BALANCE PLAN | - | 6 | $879,325 | - | - |
| 2023 | 2 | 6 | $4,155,448 | $384,307 | $64,051iApproximate average salary by contribution assumption: employee only about $1,601,279 at 4% or $1,067,519 at 6%; with 50% employer match about $1,067,519 at 4% or $711,680 at 6%; with 100% employer match about $800,640 at 4% or $533,760 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 6 | $3,333,037 | $158,845 | $26,474iApproximate average salary by contribution assumption: employee only about $661,854 at 4% or $441,236 at 6%; with 50% employer match about $441,236 at 4% or $294,157 at 6%; with 100% employer match about $330,927 at 4% or $220,618 at 6%. |
| J. MICHAEL BELLAMY, DDS CASH BALANCE PLAN | - | 6 | $822,411 | $225,462 | $37,577iApproximate average salary by contribution assumption: employee only about $939,425 at 4% or $626,283 at 6%; with 50% employer match about $626,283 at 4% or $417,522 at 6%; with 100% employer match about $469,713 at 4% or $313,142 at 6%. |
| 2022 | 2 | 6 | $3,196,080 | $286,228 | $47,705iApproximate average salary by contribution assumption: employee only about $1,192,617 at 4% or $795,078 at 6%; with 50% employer match about $795,078 at 4% or $530,052 at 6%; with 100% employer match about $596,308 at 4% or $397,539 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 6 | $2,660,332 | $128,580 | $21,430iApproximate average salary by contribution assumption: employee only about $535,750 at 4% or $357,167 at 6%; with 50% employer match about $357,167 at 4% or $238,111 at 6%; with 100% employer match about $267,875 at 4% or $178,583 at 6%. |
| J. MICHAEL BELLAMY, DDS CASH BALANCE PLAN | - | 6 | $535,748 | $157,648 | $26,275iApproximate average salary by contribution assumption: employee only about $656,867 at 4% or $437,911 at 6%; with 50% employer match about $437,911 at 4% or $291,941 at 6%; with 100% employer match about $328,433 at 4% or $218,956 at 6%. |
| 2021 | 2 | 6 | $3,483,701 | $275,329 | $45,888iApproximate average salary by contribution assumption: employee only about $1,147,204 at 4% or $764,803 at 6%; with 50% employer match about $764,803 at 4% or $509,869 at 6%; with 100% employer match about $573,602 at 4% or $382,401 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 6 | $3,041,382 | $120,329 | $20,055iApproximate average salary by contribution assumption: employee only about $501,371 at 4% or $334,247 at 6%; with 50% employer match about $334,247 at 4% or $222,831 at 6%; with 100% employer match about $250,685 at 4% or $167,124 at 6%. |
| J. MICHAEL BELLAMY, DDS CASH BALANCE PLAN | - | 6 | $442,319 | $155,000 | $25,833iApproximate average salary by contribution assumption: employee only about $645,833 at 4% or $430,556 at 6%; with 50% employer match about $430,556 at 4% or $287,037 at 6%; with 100% employer match about $322,917 at 4% or $215,278 at 6%. |
| 2020 | 2 | 6 | $2,786,841 | $258,284 | $43,047iApproximate average salary by contribution assumption: employee only about $1,076,183 at 4% or $717,456 at 6%; with 50% employer match about $717,456 at 4% or $478,304 at 6%; with 100% employer match about $538,092 at 4% or $358,728 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 6 | $2,522,688 | $115,717 | $19,286iApproximate average salary by contribution assumption: employee only about $482,154 at 4% or $321,436 at 6%; with 50% employer match about $321,436 at 4% or $214,291 at 6%; with 100% employer match about $241,077 at 4% or $160,718 at 6%. |
| J. MICHAEL BELLAMY, DDS CASH BALANCE PLAN | - | 6 | $264,153 | $142,567 | $23,761iApproximate average salary by contribution assumption: employee only about $594,029 at 4% or $396,019 at 6%; with 50% employer match about $396,019 at 4% or $264,013 at 6%; with 100% employer match about $297,015 at 4% or $198,010 at 6%. |
| 2019 | 2 | 3 | $2,175,443 | $207,057 | $69,019iApproximate average salary by contribution assumption: employee only about $1,725,475 at 4% or $1,150,317 at 6%; with 50% employer match about $1,150,317 at 4% or $766,878 at 6%; with 100% employer match about $862,738 at 4% or $575,158 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 3 | $2,080,443 | $112,057 | $37,352iApproximate average salary by contribution assumption: employee only about $933,808 at 4% or $622,539 at 6%; with 50% employer match about $622,539 at 4% or $415,026 at 6%; with 100% employer match about $466,904 at 4% or $311,269 at 6%. |
| J. MICHAEL BELLAMY, DDS CASH BALANCE PLAN | - | 3 | $95,000 | $95,000 | $31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%. |
| 2018 | 1 | 3 | $1,598,601 | $106,475 | $35,492iApproximate average salary by contribution assumption: employee only about $887,292 at 4% or $591,528 at 6%; with 50% employer match about $591,528 at 4% or $394,352 at 6%; with 100% employer match about $443,646 at 4% or $295,764 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 3 | $1,598,601 | $106,475 | $35,492iApproximate average salary by contribution assumption: employee only about $887,292 at 4% or $591,528 at 6%; with 50% employer match about $591,528 at 4% or $394,352 at 6%; with 100% employer match about $443,646 at 4% or $295,764 at 6%. |
| 2017 | 1 | 4 | $1,664,020 | $122,564 | $30,641iApproximate average salary by contribution assumption: employee only about $766,025 at 4% or $510,683 at 6%; with 50% employer match about $510,683 at 4% or $340,456 at 6%; with 100% employer match about $383,013 at 4% or $255,342 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 4 | $1,664,020 | $122,564 | $30,641iApproximate average salary by contribution assumption: employee only about $766,025 at 4% or $510,683 at 6%; with 50% employer match about $510,683 at 4% or $340,456 at 6%; with 100% employer match about $383,013 at 4% or $255,342 at 6%. |
| 2016 | 1 | 4 | $1,312,622 | $82,591 | $20,648iApproximate average salary by contribution assumption: employee only about $516,194 at 4% or $344,129 at 6%; with 50% employer match about $344,129 at 4% or $229,419 at 6%; with 100% employer match about $258,097 at 4% or $172,065 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 4 | $1,312,622 | $82,591 | $20,648iApproximate average salary by contribution assumption: employee only about $516,194 at 4% or $344,129 at 6%; with 50% employer match about $344,129 at 4% or $229,419 at 6%; with 100% employer match about $258,097 at 4% or $172,065 at 6%. |
| 2015 | 1 | 5 | $1,115,876 | $126,598 | $25,320iApproximate average salary by contribution assumption: employee only about $632,990 at 4% or $421,993 at 6%; with 50% employer match about $421,993 at 4% or $281,329 at 6%; with 100% employer match about $316,495 at 4% or $210,997 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $1,115,876 | $126,598 | $25,320iApproximate average salary by contribution assumption: employee only about $632,990 at 4% or $421,993 at 6%; with 50% employer match about $421,993 at 4% or $281,329 at 6%; with 100% employer match about $316,495 at 4% or $210,997 at 6%. |
| 2014 | 1 | 5 | $1,038,342 | $125,157 | $25,031iApproximate average salary by contribution assumption: employee only about $625,785 at 4% or $417,190 at 6%; with 50% employer match about $417,190 at 4% or $278,127 at 6%; with 100% employer match about $312,893 at 4% or $208,595 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $1,038,342 | $125,157 | $25,031iApproximate average salary by contribution assumption: employee only about $625,785 at 4% or $417,190 at 6%; with 50% employer match about $417,190 at 4% or $278,127 at 6%; with 100% employer match about $312,893 at 4% or $208,595 at 6%. |
| 2013 | 1 | 3 | $865,165 | $74,613 | $24,871iApproximate average salary by contribution assumption: employee only about $621,775 at 4% or $414,517 at 6%; with 50% employer match about $414,517 at 4% or $276,344 at 6%; with 100% employer match about $310,888 at 4% or $207,258 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 3 | $865,165 | $74,613 | $24,871iApproximate average salary by contribution assumption: employee only about $621,775 at 4% or $414,517 at 6%; with 50% employer match about $414,517 at 4% or $276,344 at 6%; with 100% employer match about $310,888 at 4% or $207,258 at 6%. |
| 2012 | 1 | 5 | $667,503 | $49,064 | $9,813iApproximate average salary by contribution assumption: employee only about $245,320 at 4% or $163,547 at 6%; with 50% employer match about $163,547 at 4% or $109,031 at 6%; with 100% employer match about $122,660 at 4% or $81,773 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $667,503 | $49,064 | $9,813iApproximate average salary by contribution assumption: employee only about $245,320 at 4% or $163,547 at 6%; with 50% employer match about $163,547 at 4% or $109,031 at 6%; with 100% employer match about $122,660 at 4% or $81,773 at 6%. |
| 2011 | 1 | 7 | $582,763 | $49,312 | $7,045iApproximate average salary by contribution assumption: employee only about $176,114 at 4% or $117,410 at 6%; with 50% employer match about $117,410 at 4% or $78,273 at 6%; with 100% employer match about $88,057 at 4% or $58,705 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 7 | $582,763 | $49,312 | $7,045iApproximate average salary by contribution assumption: employee only about $176,114 at 4% or $117,410 at 6%; with 50% employer match about $117,410 at 4% or $78,273 at 6%; with 100% employer match about $88,057 at 4% or $58,705 at 6%. |
| 2010 | 1 | 5 | $606,207 | $60,939 | $12,188iApproximate average salary by contribution assumption: employee only about $304,695 at 4% or $203,130 at 6%; with 50% employer match about $203,130 at 4% or $135,420 at 6%; with 100% employer match about $152,348 at 4% or $101,565 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $606,207 | $60,939 | $12,188iApproximate average salary by contribution assumption: employee only about $304,695 at 4% or $203,130 at 6%; with 50% employer match about $203,130 at 4% or $135,420 at 6%; with 100% employer match about $152,348 at 4% or $101,565 at 6%. |
| 2009 | 1 | 5 | $545,084 | $62,838 | $12,568iApproximate average salary by contribution assumption: employee only about $314,190 at 4% or $209,460 at 6%; with 50% employer match about $209,460 at 4% or $139,640 at 6%; with 100% employer match about $157,095 at 4% or $104,730 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $545,084 | $62,838 | $12,568iApproximate average salary by contribution assumption: employee only about $314,190 at 4% or $209,460 at 6%; with 50% employer match about $209,460 at 4% or $139,640 at 6%; with 100% employer match about $157,095 at 4% or $104,730 at 6%. |
| 2008 | 1 | 5 | $436,985 | $61,976 | $12,395iApproximate average salary by contribution assumption: employee only about $309,880 at 4% or $206,587 at 6%; with 50% employer match about $206,587 at 4% or $137,724 at 6%; with 100% employer match about $154,940 at 4% or $103,293 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $436,985 | $61,976 | $12,395iApproximate average salary by contribution assumption: employee only about $309,880 at 4% or $206,587 at 6%; with 50% employer match about $206,587 at 4% or $137,724 at 6%; with 100% employer match about $154,940 at 4% or $103,293 at 6%. |
| 2007 | 1 | 5 | $594,627 | $58,975 | $11,795iApproximate average salary by contribution assumption: employee only about $294,875 at 4% or $196,583 at 6%; with 50% employer match about $196,583 at 4% or $131,056 at 6%; with 100% employer match about $147,438 at 4% or $98,292 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $594,627 | $58,975 | $11,795iApproximate average salary by contribution assumption: employee only about $294,875 at 4% or $196,583 at 6%; with 50% employer match about $196,583 at 4% or $131,056 at 6%; with 100% employer match about $147,438 at 4% or $98,292 at 6%. |
| 2006 | 1 | 6 | $530,335 | $58,112 | $9,685iApproximate average salary by contribution assumption: employee only about $242,133 at 4% or $161,422 at 6%; with 50% employer match about $161,422 at 4% or $107,615 at 6%; with 100% employer match about $121,067 at 4% or $80,711 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 6 | $530,335 | $58,112 | $9,685iApproximate average salary by contribution assumption: employee only about $242,133 at 4% or $161,422 at 6%; with 50% employer match about $161,422 at 4% or $107,615 at 6%; with 100% employer match about $121,067 at 4% or $80,711 at 6%. |
| 2005 | 1 | 7 | $416,268 | $49,187 | $7,027iApproximate average salary by contribution assumption: employee only about $175,668 at 4% or $117,112 at 6%; with 50% employer match about $117,112 at 4% or $78,075 at 6%; with 100% employer match about $87,834 at 4% or $58,556 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 7 | $416,268 | $49,187 | $7,027iApproximate average salary by contribution assumption: employee only about $175,668 at 4% or $117,112 at 6%; with 50% employer match about $117,112 at 4% or $78,075 at 6%; with 100% employer match about $87,834 at 4% or $58,556 at 6%. |
| 2004 | 1 | 5 | $338,761 | $50,411 | $10,082iApproximate average salary by contribution assumption: employee only about $252,055 at 4% or $168,037 at 6%; with 50% employer match about $168,037 at 4% or $112,024 at 6%; with 100% employer match about $126,028 at 4% or $84,018 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 5 | $338,761 | $50,411 | $10,082iApproximate average salary by contribution assumption: employee only about $252,055 at 4% or $168,037 at 6%; with 50% employer match about $168,037 at 4% or $112,024 at 6%; with 100% employer match about $126,028 at 4% or $84,018 at 6%. |
| 2003 | 1 | 6 | $245,206 | $22,500 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 6 | $245,206 | $22,500 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2002 | 1 | 6 | $192,161 | $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%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 6 | $192,161 | $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%. |
| 2001 | 1 | 3 | $211,655 | $41,616 | $13,872iApproximate average salary by contribution assumption: employee only about $346,800 at 4% or $231,200 at 6%; with 50% employer match about $231,200 at 4% or $154,133 at 6%; with 100% employer match about $173,400 at 4% or $115,600 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 3 | $211,655 | $41,616 | $13,872iApproximate average salary by contribution assumption: employee only about $346,800 at 4% or $231,200 at 6%; with 50% employer match about $231,200 at 4% or $154,133 at 6%; with 100% employer match about $173,400 at 4% or $115,600 at 6%. |
| 2000 | 1 | 7 | $204,446 | $43,790 | $6,256iApproximate average salary by contribution assumption: employee only about $156,393 at 4% or $104,262 at 6%; with 50% employer match about $104,262 at 4% or $69,508 at 6%; with 100% employer match about $78,196 at 4% or $52,131 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 7 | $204,446 | $43,790 | $6,256iApproximate average salary by contribution assumption: employee only about $156,393 at 4% or $104,262 at 6%; with 50% employer match about $104,262 at 4% or $69,508 at 6%; with 100% employer match about $78,196 at 4% or $52,131 at 6%. |
| 1999 | 1 | 6 | $148,474 | $39,776 | $6,629iApproximate average salary by contribution assumption: employee only about $165,733 at 4% or $110,489 at 6%; with 50% employer match about $110,489 at 4% or $73,659 at 6%; with 100% employer match about $82,867 at 4% or $55,244 at 6%. |
| J. Michael Bellamy, D.D.S. Profit Sharing Plan | - | 6 | $148,474 | $39,776 | $6,629iApproximate average salary by contribution assumption: employee only about $165,733 at 4% or $110,489 at 6%; with 50% employer match about $110,489 at 4% or $73,659 at 6%; with 100% employer match about $82,867 at 4% or $55,244 at 6%. |