Civic Intelligence

Phelps and Phelps, D.D.S., P.A.

Plan context: Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan

EIN 56-1884457 • Wilmington, NC • 25 filings • 2 plans

2471 Delaney AvenueWilmington, NC 28403
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$2,079,626

2023 Contributions

$38,684

Historical Graphs

Total Assets Over Time

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

$2,827,288$1,413,644$0199920112022YearValue
$2,079,626Latest year 2022

Participants Over Time

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

1370199920112022YearValue
7Latest year 2022

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
202310$0$38,684-
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-0$0$38,684-
202217$2,079,626$70,144$10,021iApproximate average salary by contribution assumption: employee only about $250,514 at 4% or $167,010 at 6%; with 50% employer match about $167,010 at 4% or $111,340 at 6%; with 100% employer match about $125,257 at 4% or $83,505 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$2,079,626$70,144$10,021iApproximate average salary by contribution assumption: employee only about $250,514 at 4% or $167,010 at 6%; with 50% employer match about $167,010 at 4% or $111,340 at 6%; with 100% employer match about $125,257 at 4% or $83,505 at 6%.
2021110$2,827,288$73,538$7,354iApproximate average salary by contribution assumption: employee only about $183,845 at 4% or $122,563 at 6%; with 50% employer match about $122,563 at 4% or $81,709 at 6%; with 100% employer match about $91,923 at 4% or $61,282 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-10$2,827,288$73,538$7,354iApproximate average salary by contribution assumption: employee only about $183,845 at 4% or $122,563 at 6%; with 50% employer match about $122,563 at 4% or $81,709 at 6%; with 100% employer match about $91,923 at 4% or $61,282 at 6%.
2020110$2,441,481$74,641$7,464iApproximate average salary by contribution assumption: employee only about $186,603 at 4% or $124,402 at 6%; with 50% employer match about $124,402 at 4% or $82,934 at 6%; with 100% employer match about $93,301 at 4% or $62,201 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-10$2,441,481$74,641$7,464iApproximate average salary by contribution assumption: employee only about $186,603 at 4% or $124,402 at 6%; with 50% employer match about $124,402 at 4% or $82,934 at 6%; with 100% employer match about $93,301 at 4% or $62,201 at 6%.
2019110$1,967,649$75,045$7,505iApproximate average salary by contribution assumption: employee only about $187,613 at 4% or $125,075 at 6%; with 50% employer match about $125,075 at 4% or $83,383 at 6%; with 100% employer match about $93,806 at 4% or $62,538 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-10$1,967,649$75,045$7,505iApproximate average salary by contribution assumption: employee only about $187,613 at 4% or $125,075 at 6%; with 50% employer match about $125,075 at 4% or $83,383 at 6%; with 100% employer match about $93,806 at 4% or $62,538 at 6%.
201817$1,524,137$69,578$9,940iApproximate average salary by contribution assumption: employee only about $248,493 at 4% or $165,662 at 6%; with 50% employer match about $165,662 at 4% or $110,441 at 6%; with 100% employer match about $124,246 at 4% or $82,831 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$1,524,137$69,578$9,940iApproximate average salary by contribution assumption: employee only about $248,493 at 4% or $165,662 at 6%; with 50% employer match about $165,662 at 4% or $110,441 at 6%; with 100% employer match about $124,246 at 4% or $82,831 at 6%.
201717$1,610,980$63,948$9,135iApproximate average salary by contribution assumption: employee only about $228,386 at 4% or $152,257 at 6%; with 50% employer match about $152,257 at 4% or $101,505 at 6%; with 100% employer match about $114,193 at 4% or $76,129 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$1,610,980$63,948$9,135iApproximate average salary by contribution assumption: employee only about $228,386 at 4% or $152,257 at 6%; with 50% employer match about $152,257 at 4% or $101,505 at 6%; with 100% employer match about $114,193 at 4% or $76,129 at 6%.
201617$1,294,997$60,806$8,687iApproximate average salary by contribution assumption: employee only about $217,164 at 4% or $144,776 at 6%; with 50% employer match about $144,776 at 4% or $96,517 at 6%; with 100% employer match about $108,582 at 4% or $72,388 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$1,294,997$60,806$8,687iApproximate average salary by contribution assumption: employee only about $217,164 at 4% or $144,776 at 6%; with 50% employer match about $144,776 at 4% or $96,517 at 6%; with 100% employer match about $108,582 at 4% or $72,388 at 6%.
201517$1,165,602$59,616$8,517iApproximate average salary by contribution assumption: employee only about $212,914 at 4% or $141,943 at 6%; with 50% employer match about $141,943 at 4% or $94,629 at 6%; with 100% employer match about $106,457 at 4% or $70,971 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$1,165,602$59,616$8,517iApproximate average salary by contribution assumption: employee only about $212,914 at 4% or $141,943 at 6%; with 50% employer match about $141,943 at 4% or $94,629 at 6%; with 100% employer match about $106,457 at 4% or $70,971 at 6%.
201417$1,148,780$62,753$8,965iApproximate average salary by contribution assumption: employee only about $224,118 at 4% or $149,412 at 6%; with 50% employer match about $149,412 at 4% or $99,608 at 6%; with 100% employer match about $112,059 at 4% or $74,706 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$1,148,780$62,753$8,965iApproximate average salary by contribution assumption: employee only about $224,118 at 4% or $149,412 at 6%; with 50% employer match about $149,412 at 4% or $99,608 at 6%; with 100% employer match about $112,059 at 4% or $74,706 at 6%.
2013110$1,060,959$58,937$5,894iApproximate average salary by contribution assumption: employee only about $147,343 at 4% or $98,228 at 6%; with 50% employer match about $98,228 at 4% or $65,486 at 6%; with 100% employer match about $73,671 at 4% or $49,114 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-10$1,060,959$58,937$5,894iApproximate average salary by contribution assumption: employee only about $147,343 at 4% or $98,228 at 6%; with 50% employer match about $98,228 at 4% or $65,486 at 6%; with 100% employer match about $73,671 at 4% or $49,114 at 6%.
2012113$826,895$61,645$4,742iApproximate average salary by contribution assumption: employee only about $118,548 at 4% or $79,032 at 6%; with 50% employer match about $79,032 at 4% or $52,688 at 6%; with 100% employer match about $59,274 at 4% or $39,516 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-13$826,895$61,645$4,742iApproximate average salary by contribution assumption: employee only about $118,548 at 4% or $79,032 at 6%; with 50% employer match about $79,032 at 4% or $52,688 at 6%; with 100% employer match about $59,274 at 4% or $39,516 at 6%.
2011113$707,395$57,818$4,448iApproximate average salary by contribution assumption: employee only about $111,188 at 4% or $74,126 at 6%; with 50% employer match about $74,126 at 4% or $49,417 at 6%; with 100% employer match about $55,594 at 4% or $37,063 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-13$707,395$57,818$4,448iApproximate average salary by contribution assumption: employee only about $111,188 at 4% or $74,126 at 6%; with 50% employer match about $74,126 at 4% or $49,417 at 6%; with 100% employer match about $55,594 at 4% or $37,063 at 6%.
2010113$710,589$68,781$5,291iApproximate average salary by contribution assumption: employee only about $132,271 at 4% or $88,181 at 6%; with 50% employer match about $88,181 at 4% or $58,787 at 6%; with 100% employer match about $66,136 at 4% or $44,090 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-13$710,589$68,781$5,291iApproximate average salary by contribution assumption: employee only about $132,271 at 4% or $88,181 at 6%; with 50% employer match about $88,181 at 4% or $58,787 at 6%; with 100% employer match about $66,136 at 4% or $44,090 at 6%.
2009111$579,927$58,332$5,303iApproximate average salary by contribution assumption: employee only about $132,573 at 4% or $88,382 at 6%; with 50% employer match about $88,382 at 4% or $58,921 at 6%; with 100% employer match about $66,286 at 4% or $44,191 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-11$579,927$58,332$5,303iApproximate average salary by contribution assumption: employee only about $132,573 at 4% or $88,382 at 6%; with 50% employer match about $88,382 at 4% or $58,921 at 6%; with 100% employer match about $66,286 at 4% or $44,191 at 6%.
200817$396,300$58,502$8,357iApproximate average salary by contribution assumption: employee only about $208,936 at 4% or $139,290 at 6%; with 50% employer match about $139,290 at 4% or $92,860 at 6%; with 100% employer match about $104,468 at 4% or $69,645 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$396,300$58,502$8,357iApproximate average salary by contribution assumption: employee only about $208,936 at 4% or $139,290 at 6%; with 50% employer match about $139,290 at 4% or $92,860 at 6%; with 100% employer match about $104,468 at 4% or $69,645 at 6%.
200719$619,259$67,786$7,532iApproximate average salary by contribution assumption: employee only about $188,294 at 4% or $125,530 at 6%; with 50% employer match about $125,530 at 4% or $83,686 at 6%; with 100% employer match about $94,147 at 4% or $62,765 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-9$619,259$67,786$7,532iApproximate average salary by contribution assumption: employee only about $188,294 at 4% or $125,530 at 6%; with 50% employer match about $125,530 at 4% or $83,686 at 6%; with 100% employer match about $94,147 at 4% or $62,765 at 6%.
2006110$522,919$69,425$6,943iApproximate average salary by contribution assumption: employee only about $173,563 at 4% or $115,708 at 6%; with 50% employer match about $115,708 at 4% or $77,139 at 6%; with 100% employer match about $86,781 at 4% or $57,854 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-10$522,919$69,425$6,943iApproximate average salary by contribution assumption: employee only about $173,563 at 4% or $115,708 at 6%; with 50% employer match about $115,708 at 4% or $77,139 at 6%; with 100% employer match about $86,781 at 4% or $57,854 at 6%.
2005110$407,951$64,550$6,455iApproximate average salary by contribution assumption: employee only about $161,375 at 4% or $107,583 at 6%; with 50% employer match about $107,583 at 4% or $71,722 at 6%; with 100% employer match about $80,688 at 4% or $53,792 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-10$407,951$64,550$6,455iApproximate average salary by contribution assumption: employee only about $161,375 at 4% or $107,583 at 6%; with 50% employer match about $107,583 at 4% or $71,722 at 6%; with 100% employer match about $80,688 at 4% or $53,792 at 6%.
2004110$326,706$63,166$6,317iApproximate average salary by contribution assumption: employee only about $157,915 at 4% or $105,277 at 6%; with 50% employer match about $105,277 at 4% or $70,184 at 6%; with 100% employer match about $78,958 at 4% or $52,638 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-10$326,706$63,166$6,317iApproximate average salary by contribution assumption: employee only about $157,915 at 4% or $105,277 at 6%; with 50% employer match about $105,277 at 4% or $70,184 at 6%; with 100% employer match about $78,958 at 4% or $52,638 at 6%.
200317$232,720$47,657$6,808iApproximate average salary by contribution assumption: employee only about $170,204 at 4% or $113,469 at 6%; with 50% employer match about $113,469 at 4% or $75,646 at 6%; with 100% employer match about $85,102 at 4% or $56,735 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$232,720$47,657$6,808iApproximate average salary by contribution assumption: employee only about $170,204 at 4% or $113,469 at 6%; with 50% employer match about $113,469 at 4% or $75,646 at 6%; with 100% employer match about $85,102 at 4% or $56,735 at 6%.
200217$158,181$54,259$7,751iApproximate average salary by contribution assumption: employee only about $193,782 at 4% or $129,188 at 6%; with 50% employer match about $129,188 at 4% or $86,125 at 6%; with 100% employer match about $96,891 at 4% or $64,594 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$158,181$54,259$7,751iApproximate average salary by contribution assumption: employee only about $193,782 at 4% or $129,188 at 6%; with 50% employer match about $129,188 at 4% or $86,125 at 6%; with 100% employer match about $96,891 at 4% or $64,594 at 6%.
200119$0$0-
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-9---
200017$111,100$57,977$8,282iApproximate average salary by contribution assumption: employee only about $207,061 at 4% or $138,040 at 6%; with 50% employer match about $138,040 at 4% or $92,027 at 6%; with 100% employer match about $103,530 at 4% or $69,020 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-7$111,100$57,977$8,282iApproximate average salary by contribution assumption: employee only about $207,061 at 4% or $138,040 at 6%; with 50% employer match about $138,040 at 4% or $92,027 at 6%; with 100% employer match about $103,530 at 4% or $69,020 at 6%.
1999113$63,661$32,059$2,466iApproximate average salary by contribution assumption: employee only about $61,652 at 4% or $41,101 at 6%; with 50% employer match about $41,101 at 4% or $27,401 at 6%; with 100% employer match about $30,826 at 4% or $20,551 at 6%.
Phelps and Phelps, D.D.S., P.A. 401K Profit Sharing Plan-13$63,661$32,059$2,466iApproximate average salary by contribution assumption: employee only about $61,652 at 4% or $41,101 at 6%; with 50% employer match about $41,101 at 4% or $27,401 at 6%; with 100% employer match about $30,826 at 4% or $20,551 at 6%.