Civic Intelligence

James G Rafael Dds Pa

Plan context: James G. Rafael Dds 401(K) Profit Sharing Plan

EIN 56-1955069 • Burlington, NC • 27 filings • 6 plans

2211 Delaney DriveBurlington, NC 27215
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,970,656

2024 Contributions

$28,231

Historical Graphs

Total Assets Over Time

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

$1,970,656$985,328$0199920132024YearValue
$1,970,656Latest year 2024

Participants Over Time

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

1160199920122024YearValue
5Latest 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
202415$1,970,656$28,231$5,646iApproximate average salary by contribution assumption: employee only about $141,155 at 4% or $94,103 at 6%; with 50% employer match about $94,103 at 4% or $62,736 at 6%; with 100% employer match about $70,578 at 4% or $47,052 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-5$1,970,656$28,231$5,646iApproximate average salary by contribution assumption: employee only about $141,155 at 4% or $94,103 at 6%; with 50% employer match about $94,103 at 4% or $62,736 at 6%; with 100% employer match about $70,578 at 4% or $47,052 at 6%.
202312$1,874,806$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-2$1,874,806$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
202212$1,742,660$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-2$1,742,660$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
202113$1,553,498$38,000$12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-3$1,553,498$38,000$12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%.
202016$1,514,758$66,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-6$1,514,758$66,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201916$1,208,096$66,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-6$1,208,096$66,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
2018111$1,170,612$63,723$5,793iApproximate average salary by contribution assumption: employee only about $144,825 at 4% or $96,550 at 6%; with 50% employer match about $96,550 at 4% or $64,367 at 6%; with 100% employer match about $72,413 at 4% or $48,275 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-11$1,170,612$63,723$5,793iApproximate average salary by contribution assumption: employee only about $144,825 at 4% or $96,550 at 6%; with 50% employer match about $96,550 at 4% or $64,367 at 6%; with 100% employer match about $72,413 at 4% or $48,275 at 6%.
2017110$1,125,256$69,160$6,916iApproximate average salary by contribution assumption: employee only about $172,900 at 4% or $115,267 at 6%; with 50% employer match about $115,267 at 4% or $76,844 at 6%; with 100% employer match about $86,450 at 4% or $57,633 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-10$1,125,256$69,160$6,916iApproximate average salary by contribution assumption: employee only about $172,900 at 4% or $115,267 at 6%; with 50% employer match about $115,267 at 4% or $76,844 at 6%; with 100% employer match about $86,450 at 4% or $57,633 at 6%.
2016111$1,089,687$69,611$6,328iApproximate average salary by contribution assumption: employee only about $158,207 at 4% or $105,471 at 6%; with 50% employer match about $105,471 at 4% or $70,314 at 6%; with 100% employer match about $79,103 at 4% or $52,736 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-11$1,089,687$69,611$6,328iApproximate average salary by contribution assumption: employee only about $158,207 at 4% or $105,471 at 6%; with 50% employer match about $105,471 at 4% or $70,314 at 6%; with 100% employer match about $79,103 at 4% or $52,736 at 6%.
2015110$866,303$64,625$6,463iApproximate average salary by contribution assumption: employee only about $161,563 at 4% or $107,708 at 6%; with 50% employer match about $107,708 at 4% or $71,806 at 6%; with 100% employer match about $80,781 at 4% or $53,854 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-10$866,303$64,625$6,463iApproximate average salary by contribution assumption: employee only about $161,563 at 4% or $107,708 at 6%; with 50% employer match about $107,708 at 4% or $71,806 at 6%; with 100% employer match about $80,781 at 4% or $53,854 at 6%.
2014110$718,948$55,124$5,512iApproximate average salary by contribution assumption: employee only about $137,810 at 4% or $91,873 at 6%; with 50% employer match about $91,873 at 4% or $61,249 at 6%; with 100% employer match about $68,905 at 4% or $45,937 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-10$718,948$55,124$5,512iApproximate average salary by contribution assumption: employee only about $137,810 at 4% or $91,873 at 6%; with 50% employer match about $91,873 at 4% or $61,249 at 6%; with 100% employer match about $68,905 at 4% or $45,937 at 6%.
201319$733,368$43,549$4,839iApproximate average salary by contribution assumption: employee only about $120,969 at 4% or $80,646 at 6%; with 50% employer match about $80,646 at 4% or $53,764 at 6%; with 100% employer match about $60,485 at 4% or $40,323 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-9$733,368$43,549$4,839iApproximate average salary by contribution assumption: employee only about $120,969 at 4% or $80,646 at 6%; with 50% employer match about $80,646 at 4% or $53,764 at 6%; with 100% employer match about $60,485 at 4% or $40,323 at 6%.
201218$719,206$38,846$4,856iApproximate average salary by contribution assumption: employee only about $121,394 at 4% or $80,929 at 6%; with 50% employer match about $80,929 at 4% or $53,953 at 6%; with 100% employer match about $60,697 at 4% or $40,465 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-8$719,206$38,846$4,856iApproximate average salary by contribution assumption: employee only about $121,394 at 4% or $80,929 at 6%; with 50% employer match about $80,929 at 4% or $53,953 at 6%; with 100% employer match about $60,697 at 4% or $40,465 at 6%.
201118$654,015$36,132$4,517iApproximate average salary by contribution assumption: employee only about $112,913 at 4% or $75,275 at 6%; with 50% employer match about $75,275 at 4% or $50,183 at 6%; with 100% employer match about $56,456 at 4% or $37,638 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-8$654,015$36,132$4,517iApproximate average salary by contribution assumption: employee only about $112,913 at 4% or $75,275 at 6%; with 50% employer match about $75,275 at 4% or $50,183 at 6%; with 100% employer match about $56,456 at 4% or $37,638 at 6%.
201018$581,388$44,022$5,503iApproximate average salary by contribution assumption: employee only about $137,569 at 4% or $91,713 at 6%; with 50% employer match about $91,713 at 4% or $61,142 at 6%; with 100% employer match about $68,784 at 4% or $45,856 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-8$581,388$44,022$5,503iApproximate average salary by contribution assumption: employee only about $137,569 at 4% or $91,713 at 6%; with 50% employer match about $91,713 at 4% or $61,142 at 6%; with 100% employer match about $68,784 at 4% or $45,856 at 6%.
200918$494,522$46,726$5,841iApproximate average salary by contribution assumption: employee only about $146,019 at 4% or $97,346 at 6%; with 50% employer match about $97,346 at 4% or $64,897 at 6%; with 100% employer match about $73,009 at 4% or $48,673 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-8$494,522$46,726$5,841iApproximate average salary by contribution assumption: employee only about $146,019 at 4% or $97,346 at 6%; with 50% employer match about $97,346 at 4% or $64,897 at 6%; with 100% employer match about $73,009 at 4% or $48,673 at 6%.
200819$0$0-
James G. Rafael Dds 401(K) Profit Sharing Plan-9---
200719$0$0-
James G. Rafael Dds 401(K) Profit Sharing Plan-9---
200619$340,240$40,640$4,516iApproximate average salary by contribution assumption: employee only about $112,889 at 4% or $75,259 at 6%; with 50% employer match about $75,259 at 4% or $50,173 at 6%; with 100% employer match about $56,444 at 4% or $37,630 at 6%.
James G. Rafael Dds 401(K) Profit Sharing Plan-9$340,240$40,640$4,516iApproximate average salary by contribution assumption: employee only about $112,889 at 4% or $75,259 at 6%; with 50% employer match about $75,259 at 4% or $50,173 at 6%; with 100% employer match about $56,444 at 4% or $37,630 at 6%.
200517$256,430$26,769$3,824iApproximate average salary by contribution assumption: employee only about $95,604 at 4% or $63,736 at 6%; with 50% employer match about $63,736 at 4% or $42,490 at 6%; with 100% employer match about $47,802 at 4% or $31,868 at 6%.
James G Rafael Dds Pa Profit Sharing Plan and Trust-7$256,430$26,769$3,824iApproximate average salary by contribution assumption: employee only about $95,604 at 4% or $63,736 at 6%; with 50% employer match about $63,736 at 4% or $42,490 at 6%; with 100% employer match about $47,802 at 4% or $31,868 at 6%.
200410$0$0-
James G Rafael Dds Pa Profit Sharing Plan and Trust-0---
200324$150,289$52,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
James G Rafael Dds Pa Profit Sharing Plan and Trust-4$150,289$52,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
James G Rafael Dds Pa Profit Sharing Plan and Trust-0---
200216$106,539$34,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
James G Rafael Dds Pa Profit Sharing Plan and Trust-6$106,539$34,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
200116$99,369$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
James G Rafael Dds Pa Profit Sharing Plan and Trust-6$99,369$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
200014$88,791$29,000$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
JAMES G RAFAEL DDS PA PROFIT SHARING PLAN AND TRUST-4$88,791$29,000$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
199915$64,952$35,620$7,124iApproximate average salary by contribution assumption: employee only about $178,100 at 4% or $118,733 at 6%; with 50% employer match about $118,733 at 4% or $79,156 at 6%; with 100% employer match about $89,050 at 4% or $59,367 at 6%.
James G Rafael Dds Pa Profit Sharing Plan and Trust-5$64,952$35,620$7,124iApproximate average salary by contribution assumption: employee only about $178,100 at 4% or $118,733 at 6%; with 50% employer match about $118,733 at 4% or $79,156 at 6%; with 100% employer match about $89,050 at 4% or $59,367 at 6%.