Civic Intelligence

Bales & Simpson, Dds, Pa

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

EIN 56-1989273 • Smithfield, NC • 27 filings • 6 plans

P.o.box 635Smithfield, NC 27577
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,210,865

2024 Contributions

$77,021

Historical Graphs

Total Assets Over Time

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

$2,210,865$1,105,433$0200020132024YearValue
$2,210,865Latest year 2024

Participants Over Time

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

1470200020132024YearValue
11Latest 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
2024111$2,210,865$77,021$7,002iApproximate average salary by contribution assumption: employee only about $175,048 at 4% or $116,698 at 6%; with 50% employer match about $116,698 at 4% or $77,799 at 6%; with 100% employer match about $87,524 at 4% or $58,349 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-11$2,210,865$77,021$7,002iApproximate average salary by contribution assumption: employee only about $175,048 at 4% or $116,698 at 6%; with 50% employer match about $116,698 at 4% or $77,799 at 6%; with 100% employer match about $87,524 at 4% or $58,349 at 6%.
2023112$1,993,272$64,351$5,363iApproximate average salary by contribution assumption: employee only about $134,065 at 4% or $89,376 at 6%; with 50% employer match about $89,376 at 4% or $59,584 at 6%; with 100% employer match about $67,032 at 4% or $44,688 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-12$1,993,272$64,351$5,363iApproximate average salary by contribution assumption: employee only about $134,065 at 4% or $89,376 at 6%; with 50% employer match about $89,376 at 4% or $59,584 at 6%; with 100% employer match about $67,032 at 4% or $44,688 at 6%.
2022112$1,655,551$60,322$5,027iApproximate average salary by contribution assumption: employee only about $125,671 at 4% or $83,781 at 6%; with 50% employer match about $83,781 at 4% or $55,854 at 6%; with 100% employer match about $62,835 at 4% or $41,890 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-12$1,655,551$60,322$5,027iApproximate average salary by contribution assumption: employee only about $125,671 at 4% or $83,781 at 6%; with 50% employer match about $83,781 at 4% or $55,854 at 6%; with 100% employer match about $62,835 at 4% or $41,890 at 6%.
2021112$1,918,748$61,057$5,088iApproximate average salary by contribution assumption: employee only about $127,202 at 4% or $84,801 at 6%; with 50% employer match about $84,801 at 4% or $56,534 at 6%; with 100% employer match about $63,601 at 4% or $42,401 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-12$1,918,748$61,057$5,088iApproximate average salary by contribution assumption: employee only about $127,202 at 4% or $84,801 at 6%; with 50% employer match about $84,801 at 4% or $56,534 at 6%; with 100% employer match about $63,601 at 4% or $42,401 at 6%.
202018$1,712,176$43,672$5,459iApproximate average salary by contribution assumption: employee only about $136,475 at 4% or $90,983 at 6%; with 50% employer match about $90,983 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-8$1,712,176$43,672$5,459iApproximate average salary by contribution assumption: employee only about $136,475 at 4% or $90,983 at 6%; with 50% employer match about $90,983 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%.
201918$1,579,510$48,604$6,076iApproximate average salary by contribution assumption: employee only about $151,888 at 4% or $101,258 at 6%; with 50% employer match about $101,258 at 4% or $67,506 at 6%; with 100% employer match about $75,944 at 4% or $50,629 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-8$1,579,510$48,604$6,076iApproximate average salary by contribution assumption: employee only about $151,888 at 4% or $101,258 at 6%; with 50% employer match about $101,258 at 4% or $67,506 at 6%; with 100% employer match about $75,944 at 4% or $50,629 at 6%.
201818$1,243,126$52,247$6,531iApproximate average salary by contribution assumption: employee only about $163,272 at 4% or $108,848 at 6%; with 50% employer match about $108,848 at 4% or $72,565 at 6%; with 100% employer match about $81,636 at 4% or $54,424 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-8$1,243,126$52,247$6,531iApproximate average salary by contribution assumption: employee only about $163,272 at 4% or $108,848 at 6%; with 50% employer match about $108,848 at 4% or $72,565 at 6%; with 100% employer match about $81,636 at 4% or $54,424 at 6%.
201718$1,370,494$22,452$2,807iApproximate average salary by contribution assumption: employee only about $70,163 at 4% or $46,775 at 6%; with 50% employer match about $46,775 at 4% or $31,183 at 6%; with 100% employer match about $35,081 at 4% or $23,388 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-8$1,370,494$22,452$2,807iApproximate average salary by contribution assumption: employee only about $70,163 at 4% or $46,775 at 6%; with 50% employer match about $46,775 at 4% or $31,183 at 6%; with 100% employer match about $35,081 at 4% or $23,388 at 6%.
201618$1,169,738$38,079$4,760iApproximate average salary by contribution assumption: employee only about $118,997 at 4% or $79,331 at 6%; with 50% employer match about $79,331 at 4% or $52,888 at 6%; with 100% employer match about $59,498 at 4% or $39,666 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-8$1,169,738$38,079$4,760iApproximate average salary by contribution assumption: employee only about $118,997 at 4% or $79,331 at 6%; with 50% employer match about $79,331 at 4% or $52,888 at 6%; with 100% employer match about $59,498 at 4% or $39,666 at 6%.
201519$1,088,519$20,162$2,240iApproximate average salary by contribution assumption: employee only about $56,006 at 4% or $37,337 at 6%; with 50% employer match about $37,337 at 4% or $24,891 at 6%; with 100% employer match about $28,003 at 4% or $18,669 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-9$1,088,519$20,162$2,240iApproximate average salary by contribution assumption: employee only about $56,006 at 4% or $37,337 at 6%; with 50% employer match about $37,337 at 4% or $24,891 at 6%; with 100% employer match about $28,003 at 4% or $18,669 at 6%.
2014111$1,212,901$21,672$1,970iApproximate average salary by contribution assumption: employee only about $49,255 at 4% or $32,836 at 6%; with 50% employer match about $32,836 at 4% or $21,891 at 6%; with 100% employer match about $24,627 at 4% or $16,418 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-11$1,212,901$21,672$1,970iApproximate average salary by contribution assumption: employee only about $49,255 at 4% or $32,836 at 6%; with 50% employer match about $32,836 at 4% or $21,891 at 6%; with 100% employer match about $24,627 at 4% or $16,418 at 6%.
2013111$1,180,574$23,857$2,169iApproximate average salary by contribution assumption: employee only about $54,220 at 4% or $36,147 at 6%; with 50% employer match about $36,147 at 4% or $24,098 at 6%; with 100% employer match about $27,110 at 4% or $18,073 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-11$1,180,574$23,857$2,169iApproximate average salary by contribution assumption: employee only about $54,220 at 4% or $36,147 at 6%; with 50% employer match about $36,147 at 4% or $24,098 at 6%; with 100% employer match about $27,110 at 4% or $18,073 at 6%.
2012111$1,111,784$157,290$14,299iApproximate average salary by contribution assumption: employee only about $357,477 at 4% or $238,318 at 6%; with 50% employer match about $238,318 at 4% or $158,879 at 6%; with 100% employer match about $178,739 at 4% or $119,159 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-11$1,111,784$157,290$14,299iApproximate average salary by contribution assumption: employee only about $357,477 at 4% or $238,318 at 6%; with 50% employer match about $238,318 at 4% or $158,879 at 6%; with 100% employer match about $178,739 at 4% or $119,159 at 6%.
2011110$1,053,388$46,469$4,647iApproximate average salary by contribution assumption: employee only about $116,172 at 4% or $77,448 at 6%; with 50% employer match about $77,448 at 4% or $51,632 at 6%; with 100% employer match about $58,086 at 4% or $38,724 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-10$1,053,388$46,469$4,647iApproximate average salary by contribution assumption: employee only about $116,172 at 4% or $77,448 at 6%; with 50% employer match about $77,448 at 4% or $51,632 at 6%; with 100% employer match about $58,086 at 4% or $38,724 at 6%.
2010110$1,077,424$61,071$6,107iApproximate average salary by contribution assumption: employee only about $152,678 at 4% or $101,785 at 6%; with 50% employer match about $101,785 at 4% or $67,857 at 6%; with 100% employer match about $76,339 at 4% or $50,893 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-10$1,077,424$61,071$6,107iApproximate average salary by contribution assumption: employee only about $152,678 at 4% or $101,785 at 6%; with 50% employer match about $101,785 at 4% or $67,857 at 6%; with 100% employer match about $76,339 at 4% or $50,893 at 6%.
2009110$960,094$70,046$7,005iApproximate average salary by contribution assumption: employee only about $175,115 at 4% or $116,743 at 6%; with 50% employer match about $116,743 at 4% or $77,829 at 6%; with 100% employer match about $87,558 at 4% or $58,372 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-10$960,094$70,046$7,005iApproximate average salary by contribution assumption: employee only about $175,115 at 4% or $116,743 at 6%; with 50% employer match about $116,743 at 4% or $77,829 at 6%; with 100% employer match about $87,558 at 4% or $58,372 at 6%.
200810$0$0-
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-0---
2007112$0$0-
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-12---
2006114$947,665$79,237$5,660iApproximate average salary by contribution assumption: employee only about $141,495 at 4% or $94,330 at 6%; with 50% employer match about $94,330 at 4% or $62,887 at 6%; with 100% employer match about $70,747 at 4% or $47,165 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-14$947,665$79,237$5,660iApproximate average salary by contribution assumption: employee only about $141,495 at 4% or $94,330 at 6%; with 50% employer match about $94,330 at 4% or $62,887 at 6%; with 100% employer match about $70,747 at 4% or $47,165 at 6%.
2005114$773,568$96,171$6,869iApproximate average salary by contribution assumption: employee only about $171,734 at 4% or $114,489 at 6%; with 50% employer match about $114,489 at 4% or $76,326 at 6%; with 100% employer match about $85,867 at 4% or $57,245 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-14$773,568$96,171$6,869iApproximate average salary by contribution assumption: employee only about $171,734 at 4% or $114,489 at 6%; with 50% employer match about $114,489 at 4% or $76,326 at 6%; with 100% employer match about $85,867 at 4% or $57,245 at 6%.
2004114$631,982$86,928$6,209iApproximate average salary by contribution assumption: employee only about $155,229 at 4% or $103,486 at 6%; with 50% employer match about $103,486 at 4% or $68,990 at 6%; with 100% employer match about $77,614 at 4% or $51,743 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-14$631,982$86,928$6,209iApproximate average salary by contribution assumption: employee only about $155,229 at 4% or $103,486 at 6%; with 50% employer match about $103,486 at 4% or $68,990 at 6%; with 100% employer match about $77,614 at 4% or $51,743 at 6%.
2003111$508,264$115,601$10,509iApproximate average salary by contribution assumption: employee only about $262,730 at 4% or $175,153 at 6%; with 50% employer match about $175,153 at 4% or $116,769 at 6%; with 100% employer match about $131,365 at 4% or $87,577 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-11$508,264$115,601$10,509iApproximate average salary by contribution assumption: employee only about $262,730 at 4% or $175,153 at 6%; with 50% employer match about $175,153 at 4% or $116,769 at 6%; with 100% employer match about $131,365 at 4% or $87,577 at 6%.
200228$321,538$96,723$12,090iApproximate average salary by contribution assumption: employee only about $302,259 at 4% or $201,506 at 6%; with 50% employer match about $201,506 at 4% or $134,338 at 6%; with 100% employer match about $151,130 at 4% or $100,753 at 6%.
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-8$321,538$96,723$12,090iApproximate average salary by contribution assumption: employee only about $302,259 at 4% or $201,506 at 6%; with 50% employer match about $201,506 at 4% or $134,338 at 6%; with 100% employer match about $151,130 at 4% or $100,753 at 6%.
Bales and Simpson Dds Pa Money Purchase Plan-0---
200128$266,351$48,386$6,048iApproximate average salary by contribution assumption: employee only about $151,206 at 4% or $100,804 at 6%; with 50% employer match about $100,804 at 4% or $67,203 at 6%; with 100% employer match about $75,603 at 4% or $50,402 at 6%.
Bales and Simpson Dds Pa Money Purchase Plan-0$223,709$48,386-
Bales and Simpson, D.D.S., P.A. 401K Profit Sharing Plan-8$42,642--
2000111$185,497$54,038$4,913iApproximate average salary by contribution assumption: employee only about $122,814 at 4% or $81,876 at 6%; with 50% employer match about $81,876 at 4% or $54,584 at 6%; with 100% employer match about $61,407 at 4% or $40,938 at 6%.
Bales and Simpson Dds Pa Money Purchase Plan-11$185,497$54,038$4,913iApproximate average salary by contribution assumption: employee only about $122,814 at 4% or $81,876 at 6%; with 50% employer match about $81,876 at 4% or $54,584 at 6%; with 100% employer match about $61,407 at 4% or $40,938 at 6%.