Civic Intelligence

P. Jeffrey Phillippi, D.D.S., P.A.

Plan context: Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust

EIN 56-1951154 • Charlotte, NC • 29 filings • 6 plans

2770 E. W.t. Harris Blvd.,Suite 102Charlotte, NC 28213
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,509,514

2024 Contributions

$172,946

Historical Graphs

Total Assets Over Time

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

$3,330,064$1,665,032$0199920132024YearValue
$1,509,514Latest year 2024

Participants Over Time

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

1580199920122024YearValue
15Latest 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
2024115$1,509,514$172,946$11,530iApproximate average salary by contribution assumption: employee only about $288,243 at 4% or $192,162 at 6%; with 50% employer match about $192,162 at 4% or $128,108 at 6%; with 100% employer match about $144,122 at 4% or $96,081 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-15$1,509,514$172,946$11,530iApproximate average salary by contribution assumption: employee only about $288,243 at 4% or $192,162 at 6%; with 50% employer match about $192,162 at 4% or $128,108 at 6%; with 100% employer match about $144,122 at 4% or $96,081 at 6%.
2023112$1,272,969$138,214$11,518iApproximate average salary by contribution assumption: employee only about $287,946 at 4% or $191,964 at 6%; with 50% employer match about $191,964 at 4% or $127,976 at 6%; with 100% employer match about $143,973 at 4% or $95,982 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-12$1,272,969$138,214$11,518iApproximate average salary by contribution assumption: employee only about $287,946 at 4% or $191,964 at 6%; with 50% employer match about $191,964 at 4% or $127,976 at 6%; with 100% employer match about $143,973 at 4% or $95,982 at 6%.
2022114$1,097,822$144,335$10,310iApproximate average salary by contribution assumption: employee only about $257,741 at 4% or $171,827 at 6%; with 50% employer match about $171,827 at 4% or $114,552 at 6%; with 100% employer match about $128,871 at 4% or $85,914 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-14$1,097,822$144,335$10,310iApproximate average salary by contribution assumption: employee only about $257,741 at 4% or $171,827 at 6%; with 50% employer match about $171,827 at 4% or $114,552 at 6%; with 100% employer match about $128,871 at 4% or $85,914 at 6%.
2021114$1,153,614$80,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-14$1,153,614$80,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
2020113$929,162$70,000$5,385iApproximate average salary by contribution assumption: employee only about $134,615 at 4% or $89,744 at 6%; with 50% employer match about $89,744 at 4% or $59,829 at 6%; with 100% employer match about $67,308 at 4% or $44,872 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-13$929,162$70,000$5,385iApproximate average salary by contribution assumption: employee only about $134,615 at 4% or $89,744 at 6%; with 50% employer match about $89,744 at 4% or $59,829 at 6%; with 100% employer match about $67,308 at 4% or $44,872 at 6%.
2019113$730,493$83,881$6,452iApproximate average salary by contribution assumption: employee only about $161,310 at 4% or $107,540 at 6%; with 50% employer match about $107,540 at 4% or $71,693 at 6%; with 100% employer match about $80,655 at 4% or $53,770 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-13$730,493$83,881$6,452iApproximate average salary by contribution assumption: employee only about $161,310 at 4% or $107,540 at 6%; with 50% employer match about $107,540 at 4% or $71,693 at 6%; with 100% employer match about $80,655 at 4% or $53,770 at 6%.
2018113$522,288$115,000$8,846iApproximate average salary by contribution assumption: employee only about $221,154 at 4% or $147,436 at 6%; with 50% employer match about $147,436 at 4% or $98,291 at 6%; with 100% employer match about $110,577 at 4% or $73,718 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-13$522,288$115,000$8,846iApproximate average salary by contribution assumption: employee only about $221,154 at 4% or $147,436 at 6%; with 50% employer match about $147,436 at 4% or $98,291 at 6%; with 100% employer match about $110,577 at 4% or $73,718 at 6%.
2017112$457,940$79,753$6,646iApproximate average salary by contribution assumption: employee only about $166,152 at 4% or $110,768 at 6%; with 50% employer match about $110,768 at 4% or $73,845 at 6%; with 100% employer match about $83,076 at 4% or $55,384 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-12$457,940$79,753$6,646iApproximate average salary by contribution assumption: employee only about $166,152 at 4% or $110,768 at 6%; with 50% employer match about $110,768 at 4% or $73,845 at 6%; with 100% employer match about $83,076 at 4% or $55,384 at 6%.
2016112$311,027$78,552$6,546iApproximate average salary by contribution assumption: employee only about $163,650 at 4% or $109,100 at 6%; with 50% employer match about $109,100 at 4% or $72,733 at 6%; with 100% employer match about $81,825 at 4% or $54,550 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-12$311,027$78,552$6,546iApproximate average salary by contribution assumption: employee only about $163,650 at 4% or $109,100 at 6%; with 50% employer match about $109,100 at 4% or $72,733 at 6%; with 100% employer match about $81,825 at 4% or $54,550 at 6%.
2015214$3,330,064$233,428$16,673iApproximate average salary by contribution assumption: employee only about $416,836 at 4% or $277,890 at 6%; with 50% employer match about $277,890 at 4% or $185,260 at 6%; with 100% employer match about $208,418 at 4% or $138,945 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-14$3,105,831$155,909$11,136iApproximate average salary by contribution assumption: employee only about $278,409 at 4% or $185,606 at 6%; with 50% employer match about $185,606 at 4% or $123,737 at 6%; with 100% employer match about $139,204 at 4% or $92,803 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-11$224,233$77,519$7,047iApproximate average salary by contribution assumption: employee only about $176,180 at 4% or $117,453 at 6%; with 50% employer match about $117,453 at 4% or $78,302 at 6%; with 100% employer match about $88,090 at 4% or $58,727 at 6%.
2014215$3,249,373$230,947$15,396iApproximate average salary by contribution assumption: employee only about $384,912 at 4% or $256,608 at 6%; with 50% employer match about $256,608 at 4% or $171,072 at 6%; with 100% employer match about $192,456 at 4% or $128,304 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-15$3,096,174$154,118$10,275iApproximate average salary by contribution assumption: employee only about $256,863 at 4% or $171,242 at 6%; with 50% employer match about $171,242 at 4% or $114,161 at 6%; with 100% employer match about $128,432 at 4% or $85,621 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-11$153,199$76,829$6,984iApproximate average salary by contribution assumption: employee only about $174,611 at 4% or $116,408 at 6%; with 50% employer match about $116,408 at 4% or $77,605 at 6%; with 100% employer match about $87,306 at 4% or $58,204 at 6%.
2013215$2,849,871$231,047$15,403iApproximate average salary by contribution assumption: employee only about $385,078 at 4% or $256,719 at 6%; with 50% employer match about $256,719 at 4% or $171,146 at 6%; with 100% employer match about $192,539 at 4% or $128,359 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-15$2,773,355$154,531$10,302iApproximate average salary by contribution assumption: employee only about $257,552 at 4% or $171,701 at 6%; with 50% employer match about $171,701 at 4% or $114,467 at 6%; with 100% employer match about $128,776 at 4% or $85,851 at 6%.
Phillippi and Kwon Dentistry Partnership Defined Benefit Cash Balance Plan & Trust-13$76,516$76,516$5,886iApproximate average salary by contribution assumption: employee only about $147,146 at 4% or $98,097 at 6%; with 50% employer match about $98,097 at 4% or $65,398 at 6%; with 100% employer match about $73,573 at 4% or $49,049 at 6%.
2012114$2,287,989$138,409$9,886iApproximate average salary by contribution assumption: employee only about $247,159 at 4% or $164,773 at 6%; with 50% employer match about $164,773 at 4% or $109,848 at 6%; with 100% employer match about $123,579 at 4% or $82,386 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-14$2,287,989$138,409$9,886iApproximate average salary by contribution assumption: employee only about $247,159 at 4% or $164,773 at 6%; with 50% employer match about $164,773 at 4% or $109,848 at 6%; with 100% employer match about $123,579 at 4% or $82,386 at 6%.
2011113$1,949,258$139,559$10,735iApproximate average salary by contribution assumption: employee only about $268,383 at 4% or $178,922 at 6%; with 50% employer match about $178,922 at 4% or $119,281 at 6%; with 100% employer match about $134,191 at 4% or $89,461 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-13$1,949,258$139,559$10,735iApproximate average salary by contribution assumption: employee only about $268,383 at 4% or $178,922 at 6%; with 50% employer match about $178,922 at 4% or $119,281 at 6%; with 100% employer match about $134,191 at 4% or $89,461 at 6%.
2010112$1,812,805$138,743$11,562iApproximate average salary by contribution assumption: employee only about $289,048 at 4% or $192,699 at 6%; with 50% employer match about $192,699 at 4% or $128,466 at 6%; with 100% employer match about $144,524 at 4% or $96,349 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-12$1,812,805$138,743$11,562iApproximate average salary by contribution assumption: employee only about $289,048 at 4% or $192,699 at 6%; with 50% employer match about $192,699 at 4% or $128,466 at 6%; with 100% employer match about $144,524 at 4% or $96,349 at 6%.
2009113$1,546,610$140,250$10,788iApproximate average salary by contribution assumption: employee only about $269,712 at 4% or $179,808 at 6%; with 50% employer match about $179,808 at 4% or $119,872 at 6%; with 100% employer match about $134,856 at 4% or $89,904 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-13$1,546,610$140,250$10,788iApproximate average salary by contribution assumption: employee only about $269,712 at 4% or $179,808 at 6%; with 50% employer match about $179,808 at 4% or $119,872 at 6%; with 100% employer match about $134,856 at 4% or $89,904 at 6%.
2008114$1,206,784$143,221$10,230iApproximate average salary by contribution assumption: employee only about $255,752 at 4% or $170,501 at 6%; with 50% employer match about $170,501 at 4% or $113,667 at 6%; with 100% employer match about $127,876 at 4% or $85,251 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-14$1,206,784$143,221$10,230iApproximate average salary by contribution assumption: employee only about $255,752 at 4% or $170,501 at 6%; with 50% employer match about $170,501 at 4% or $113,667 at 6%; with 100% employer match about $127,876 at 4% or $85,251 at 6%.
2007112$1,529,200$138,503$11,542iApproximate average salary by contribution assumption: employee only about $288,548 at 4% or $192,365 at 6%; with 50% employer match about $192,365 at 4% or $128,244 at 6%; with 100% employer match about $144,274 at 4% or $96,183 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-12$1,529,200$138,503$11,542iApproximate average salary by contribution assumption: employee only about $288,548 at 4% or $192,365 at 6%; with 50% employer match about $192,365 at 4% or $128,244 at 6%; with 100% employer match about $144,274 at 4% or $96,183 at 6%.
2006114$1,400,615$140,278$10,020iApproximate average salary by contribution assumption: employee only about $250,496 at 4% or $166,998 at 6%; with 50% employer match about $166,998 at 4% or $111,332 at 6%; with 100% employer match about $125,248 at 4% or $83,499 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-14$1,400,615$140,278$10,020iApproximate average salary by contribution assumption: employee only about $250,496 at 4% or $166,998 at 6%; with 50% employer match about $166,998 at 4% or $111,332 at 6%; with 100% employer match about $125,248 at 4% or $83,499 at 6%.
2005112$1,102,484$128,612$10,718iApproximate average salary by contribution assumption: employee only about $267,942 at 4% or $178,628 at 6%; with 50% employer match about $178,628 at 4% or $119,085 at 6%; with 100% employer match about $133,971 at 4% or $89,314 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-12$1,102,484$128,612$10,718iApproximate average salary by contribution assumption: employee only about $267,942 at 4% or $178,628 at 6%; with 50% employer match about $178,628 at 4% or $119,085 at 6%; with 100% employer match about $133,971 at 4% or $89,314 at 6%.
2004112$963,446$113,463$9,455iApproximate average salary by contribution assumption: employee only about $236,381 at 4% or $157,588 at 6%; with 50% employer match about $157,588 at 4% or $105,058 at 6%; with 100% employer match about $118,191 at 4% or $78,794 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-12$963,446$113,463$9,455iApproximate average salary by contribution assumption: employee only about $236,381 at 4% or $157,588 at 6%; with 50% employer match about $157,588 at 4% or $105,058 at 6%; with 100% employer match about $118,191 at 4% or $78,794 at 6%.
2003111$787,017$94,631$8,603iApproximate average salary by contribution assumption: employee only about $215,070 at 4% or $143,380 at 6%; with 50% employer match about $143,380 at 4% or $95,587 at 6%; with 100% employer match about $107,535 at 4% or $71,690 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-11$787,017$94,631$8,603iApproximate average salary by contribution assumption: employee only about $215,070 at 4% or $143,380 at 6%; with 50% employer match about $143,380 at 4% or $95,587 at 6%; with 100% employer match about $107,535 at 4% or $71,690 at 6%.
2002112$547,142$71,445$5,954iApproximate average salary by contribution assumption: employee only about $148,844 at 4% or $99,229 at 6%; with 50% employer match about $99,229 at 4% or $66,153 at 6%; with 100% employer match about $74,422 at 4% or $49,615 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-12$547,142$71,445$5,954iApproximate average salary by contribution assumption: employee only about $148,844 at 4% or $99,229 at 6%; with 50% employer match about $99,229 at 4% or $66,153 at 6%; with 100% employer match about $74,422 at 4% or $49,615 at 6%.
2001111$0$0-
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-11---
200017$0$0-
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-7---
199915$499,860$42,780$8,556iApproximate average salary by contribution assumption: employee only about $213,900 at 4% or $142,600 at 6%; with 50% employer match about $142,600 at 4% or $95,067 at 6%; with 100% employer match about $106,950 at 4% or $71,300 at 6%.
P Jeffrey Phillippi Dds Pa Employees Retirement Plan-5$499,860$42,780$8,556iApproximate average salary by contribution assumption: employee only about $213,900 at 4% or $142,600 at 6%; with 50% employer match about $142,600 at 4% or $95,067 at 6%; with 100% employer match about $106,950 at 4% or $71,300 at 6%.