Civic Intelligence

Donald R Fortner Jr DMD Pa

Plan context: Donald R. Fortner, Jr., DMD, P.A. Retirement Plan

EIN 56-2004465 • Salisbury, NC • 16 filings • 2 plans

1834 Jake Alexander Blvd WestSuite 504Salisbury, NC 28147
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$3,918,822

2024 Contributions

$340,542

Historical Graphs

Total Assets Over Time

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

$3,918,822$1,959,411$0201320192024YearValue
$3,918,822Latest year 2024

Participants Over Time

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

1470201320192024YearValue
13Latest 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
2024213$3,918,822$340,542$26,196iApproximate average salary by contribution assumption: employee only about $654,888 at 4% or $436,592 at 6%; with 50% employer match about $436,592 at 4% or $291,062 at 6%; with 100% employer match about $327,444 at 4% or $218,296 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-13$2,502,780$140,542$10,811iApproximate average salary by contribution assumption: employee only about $270,273 at 4% or $180,182 at 6%; with 50% employer match about $180,182 at 4% or $120,121 at 6%; with 100% employer match about $135,137 at 4% or $90,091 at 6%.
DONALD R. FORTNER, JR., D.M.D., P.A. CASH BALANCE PLAN-7$1,416,042$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
2023211$3,209,612$540,682$49,153iApproximate average salary by contribution assumption: employee only about $1,228,823 at 4% or $819,215 at 6%; with 50% employer match about $819,215 at 4% or $546,143 at 6%; with 100% employer match about $614,411 at 4% or $409,608 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-11$2,080,741$140,682$12,789iApproximate average salary by contribution assumption: employee only about $319,732 at 4% or $213,155 at 6%; with 50% employer match about $213,155 at 4% or $142,103 at 6%; with 100% employer match about $159,866 at 4% or $106,577 at 6%.
DONALD R. FORTNER, JR., D.M.D., P.A. CASH BALANCE PLAN-8$1,128,871$400,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
2022211$2,359,670$500,146$45,468iApproximate average salary by contribution assumption: employee only about $1,136,695 at 4% or $757,797 at 6%; with 50% employer match about $757,797 at 4% or $505,198 at 6%; with 100% employer match about $568,348 at 4% or $378,898 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-11$1,672,986$100,146$9,104iApproximate average salary by contribution assumption: employee only about $227,605 at 4% or $151,736 at 6%; with 50% employer match about $151,736 at 4% or $101,158 at 6%; with 100% employer match about $113,802 at 4% or $75,868 at 6%.
DONALD R. FORTNER, JR., D.M.D., P.A. CASH BALANCE PLAN-9$686,684$400,000$44,444iApproximate average salary by contribution assumption: employee only about $1,111,111 at 4% or $740,741 at 6%; with 50% employer match about $740,741 at 4% or $493,827 at 6%; with 100% employer match about $555,556 at 4% or $370,370 at 6%.
2021214$2,194,455$413,330$29,524iApproximate average salary by contribution assumption: employee only about $738,089 at 4% or $492,060 at 6%; with 50% employer match about $492,060 at 4% or $328,040 at 6%; with 100% employer match about $369,045 at 4% or $246,030 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-14$1,894,455$113,330$8,095iApproximate average salary by contribution assumption: employee only about $202,375 at 4% or $134,917 at 6%; with 50% employer match about $134,917 at 4% or $89,944 at 6%; with 100% employer match about $101,188 at 4% or $67,458 at 6%.
DONALD R. FORTNER, JR., D.M.D., P.A. CASH BALANCE PLAN-9$300,000$300,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2020111$1,559,302$152,344$13,849iApproximate average salary by contribution assumption: employee only about $346,236 at 4% or $230,824 at 6%; with 50% employer match about $230,824 at 4% or $153,883 at 6%; with 100% employer match about $173,118 at 4% or $115,412 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-11$1,559,302$152,344$13,849iApproximate average salary by contribution assumption: employee only about $346,236 at 4% or $230,824 at 6%; with 50% employer match about $230,824 at 4% or $153,883 at 6%; with 100% employer match about $173,118 at 4% or $115,412 at 6%.
2019113$1,230,390$175,863$13,528iApproximate average salary by contribution assumption: employee only about $338,198 at 4% or $225,465 at 6%; with 50% employer match about $225,465 at 4% or $150,310 at 6%; with 100% employer match about $169,099 at 4% or $112,733 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-13$1,230,390$175,863$13,528iApproximate average salary by contribution assumption: employee only about $338,198 at 4% or $225,465 at 6%; with 50% employer match about $225,465 at 4% or $150,310 at 6%; with 100% employer match about $169,099 at 4% or $112,733 at 6%.
2018112$879,360$174,453$14,538iApproximate average salary by contribution assumption: employee only about $363,444 at 4% or $242,296 at 6%; with 50% employer match about $242,296 at 4% or $161,531 at 6%; with 100% employer match about $181,722 at 4% or $121,148 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-12$879,360$174,453$14,538iApproximate average salary by contribution assumption: employee only about $363,444 at 4% or $242,296 at 6%; with 50% employer match about $242,296 at 4% or $161,531 at 6%; with 100% employer match about $181,722 at 4% or $121,148 at 6%.
2017110$792,794$161,537$16,154iApproximate average salary by contribution assumption: employee only about $403,843 at 4% or $269,228 at 6%; with 50% employer match about $269,228 at 4% or $179,486 at 6%; with 100% employer match about $201,921 at 4% or $134,614 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-10$792,794$161,537$16,154iApproximate average salary by contribution assumption: employee only about $403,843 at 4% or $269,228 at 6%; with 50% employer match about $269,228 at 4% or $179,486 at 6%; with 100% employer match about $201,921 at 4% or $134,614 at 6%.
201617$529,251$146,113$20,873iApproximate average salary by contribution assumption: employee only about $521,832 at 4% or $347,888 at 6%; with 50% employer match about $347,888 at 4% or $231,925 at 6%; with 100% employer match about $260,916 at 4% or $173,944 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-7$529,251$146,113$20,873iApproximate average salary by contribution assumption: employee only about $521,832 at 4% or $347,888 at 6%; with 50% employer match about $347,888 at 4% or $231,925 at 6%; with 100% employer match about $260,916 at 4% or $173,944 at 6%.
201519$390,592$151,451$16,828iApproximate average salary by contribution assumption: employee only about $420,697 at 4% or $280,465 at 6%; with 50% employer match about $280,465 at 4% or $186,977 at 6%; with 100% employer match about $210,349 at 4% or $140,232 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-9$390,592$151,451$16,828iApproximate average salary by contribution assumption: employee only about $420,697 at 4% or $280,465 at 6%; with 50% employer match about $280,465 at 4% or $186,977 at 6%; with 100% employer match about $210,349 at 4% or $140,232 at 6%.
201419$253,874$123,310$13,701iApproximate average salary by contribution assumption: employee only about $342,528 at 4% or $228,352 at 6%; with 50% employer match about $228,352 at 4% or $152,235 at 6%; with 100% employer match about $171,264 at 4% or $114,176 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-9$253,874$123,310$13,701iApproximate average salary by contribution assumption: employee only about $342,528 at 4% or $228,352 at 6%; with 50% employer match about $228,352 at 4% or $152,235 at 6%; with 100% employer match about $171,264 at 4% or $114,176 at 6%.
201319$121,931$117,559$13,062iApproximate average salary by contribution assumption: employee only about $326,553 at 4% or $217,702 at 6%; with 50% employer match about $217,702 at 4% or $145,135 at 6%; with 100% employer match about $163,276 at 4% or $108,851 at 6%.
Donald R. Fortner, Jr., DMD, P.A. Retirement Plan-9$121,931$117,559$13,062iApproximate average salary by contribution assumption: employee only about $326,553 at 4% or $217,702 at 6%; with 50% employer match about $217,702 at 4% or $145,135 at 6%; with 100% employer match about $163,276 at 4% or $108,851 at 6%.