Civic Intelligence

Jeffrey a. Ditesheim, MD

Plan context: Jeffrey a. Ditesheim, MD 401(K) Plan

EIN 56-2031715 • Charlotte, NC • 32 filings • 5 plans

9336 Blakeney Center Drive, Suite 1Suite 130Charlotte, NC 28277
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$5,219,396

2024 Contributions

$481,131

Historical Graphs

Total Assets Over Time

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

$5,219,396$2,609,698$0200020132024YearValue
$5,219,396Latest year 2024

Participants Over Time

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

1160200020132024YearValue
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
2024211$5,219,396$481,131$43,739iApproximate average salary by contribution assumption: employee only about $1,093,480 at 4% or $728,986 at 6%; with 50% employer match about $728,986 at 4% or $485,991 at 6%; with 100% employer match about $546,740 at 4% or $364,493 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-11$2,725,921$106,131$9,648iApproximate average salary by contribution assumption: employee only about $241,207 at 4% or $160,805 at 6%; with 50% employer match about $160,805 at 4% or $107,203 at 6%; with 100% employer match about $120,603 at 4% or $80,402 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-8$2,493,475$375,000$46,875iApproximate average salary by contribution assumption: employee only about $1,171,875 at 4% or $781,250 at 6%; with 50% employer match about $781,250 at 4% or $520,833 at 6%; with 100% employer match about $585,938 at 4% or $390,625 at 6%.
2023211$4,039,524$434,059$39,460iApproximate average salary by contribution assumption: employee only about $986,498 at 4% or $657,665 at 6%; with 50% employer match about $657,665 at 4% or $438,443 at 6%; with 100% employer match about $493,249 at 4% or $328,833 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-11$2,187,457$104,059$9,460iApproximate average salary by contribution assumption: employee only about $236,498 at 4% or $157,665 at 6%; with 50% employer match about $157,665 at 4% or $105,110 at 6%; with 100% employer match about $118,249 at 4% or $78,833 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-7$1,852,067$330,000$47,143iApproximate average salary by contribution assumption: employee only about $1,178,571 at 4% or $785,714 at 6%; with 50% employer match about $785,714 at 4% or $523,810 at 6%; with 100% employer match about $589,286 at 4% or $392,857 at 6%.
2022211$3,027,408$459,541$41,776iApproximate average salary by contribution assumption: employee only about $1,044,411 at 4% or $696,274 at 6%; with 50% employer match about $696,274 at 4% or $464,183 at 6%; with 100% employer match about $522,206 at 4% or $348,137 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-11$1,659,162$126,541$11,504iApproximate average salary by contribution assumption: employee only about $287,593 at 4% or $191,729 at 6%; with 50% employer match about $191,729 at 4% or $127,819 at 6%; with 100% employer match about $143,797 at 4% or $95,864 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-6$1,368,246$333,000$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
2021211$3,078,293$189,380$17,216iApproximate average salary by contribution assumption: employee only about $430,409 at 4% or $286,939 at 6%; with 50% employer match about $286,939 at 4% or $191,293 at 6%; with 100% employer match about $215,205 at 4% or $143,470 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-11$1,914,262$32,885$2,990iApproximate average salary by contribution assumption: employee only about $74,739 at 4% or $49,826 at 6%; with 50% employer match about $49,826 at 4% or $33,217 at 6%; with 100% employer match about $37,369 at 4% or $24,913 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-4$1,164,031$156,495$39,124iApproximate average salary by contribution assumption: employee only about $978,094 at 4% or $652,063 at 6%; with 50% employer match about $652,063 at 4% or $434,708 at 6%; with 100% employer match about $489,047 at 4% or $326,031 at 6%.
2020210$2,523,186$265,445$26,545iApproximate average salary by contribution assumption: employee only about $663,613 at 4% or $442,408 at 6%; with 50% employer match about $442,408 at 4% or $294,939 at 6%; with 100% employer match about $331,806 at 4% or $221,204 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-10$1,589,920$22,956$2,296iApproximate average salary by contribution assumption: employee only about $57,390 at 4% or $38,260 at 6%; with 50% employer match about $38,260 at 4% or $25,507 at 6%; with 100% employer match about $28,695 at 4% or $19,130 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-3$933,266$242,489$80,830iApproximate average salary by contribution assumption: employee only about $2,020,742 at 4% or $1,347,161 at 6%; with 50% employer match about $1,347,161 at 4% or $898,107 at 6%; with 100% employer match about $1,010,371 at 4% or $673,581 at 6%.
2019210$1,987,960$178,101$17,810iApproximate average salary by contribution assumption: employee only about $445,252 at 4% or $296,835 at 6%; with 50% employer match about $296,835 at 4% or $197,890 at 6%; with 100% employer match about $222,626 at 4% or $148,418 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-10$1,340,792$26,020$2,602iApproximate average salary by contribution assumption: employee only about $65,050 at 4% or $43,367 at 6%; with 50% employer match about $43,367 at 4% or $28,911 at 6%; with 100% employer match about $32,525 at 4% or $21,683 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-3$647,168$152,081$50,694iApproximate average salary by contribution assumption: employee only about $1,267,342 at 4% or $844,894 at 6%; with 50% employer match about $844,894 at 4% or $563,263 at 6%; with 100% employer match about $633,671 at 4% or $422,447 at 6%.
201828$1,473,621$198,396$24,800iApproximate average salary by contribution assumption: employee only about $619,988 at 4% or $413,325 at 6%; with 50% employer match about $413,325 at 4% or $275,550 at 6%; with 100% employer match about $309,994 at 4% or $206,663 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-8$1,036,242$38,396$4,800iApproximate average salary by contribution assumption: employee only about $119,988 at 4% or $79,992 at 6%; with 50% employer match about $79,992 at 4% or $53,328 at 6%; with 100% employer match about $59,994 at 4% or $39,996 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-3$437,379$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
201726$1,430,848$182,224$30,371iApproximate average salary by contribution assumption: employee only about $759,267 at 4% or $506,178 at 6%; with 50% employer match about $506,178 at 4% or $337,452 at 6%; with 100% employer match about $379,633 at 4% or $253,089 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-6$1,140,728$25,102$4,184iApproximate average salary by contribution assumption: employee only about $104,592 at 4% or $69,728 at 6%; with 50% employer match about $69,728 at 4% or $46,485 at 6%; with 100% employer match about $52,296 at 4% or $34,864 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-3$290,120$157,122$52,374iApproximate average salary by contribution assumption: employee only about $1,309,350 at 4% or $872,900 at 6%; with 50% employer match about $872,900 at 4% or $581,933 at 6%; with 100% employer match about $654,675 at 4% or $436,450 at 6%.
201626$1,129,745$226,032$37,672iApproximate average salary by contribution assumption: employee only about $941,800 at 4% or $627,867 at 6%; with 50% employer match about $627,867 at 4% or $418,578 at 6%; with 100% employer match about $470,900 at 4% or $313,933 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-6$1,007,745$104,032$17,339iApproximate average salary by contribution assumption: employee only about $433,467 at 4% or $288,978 at 6%; with 50% employer match about $288,978 at 4% or $192,652 at 6%; with 100% employer match about $216,733 at 4% or $144,489 at 6%.
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN-2$122,000$122,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201515$955,764$67,935$13,587iApproximate average salary by contribution assumption: employee only about $339,675 at 4% or $226,450 at 6%; with 50% employer match about $226,450 at 4% or $150,967 at 6%; with 100% employer match about $169,838 at 4% or $113,225 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-5$955,764$67,935$13,587iApproximate average salary by contribution assumption: employee only about $339,675 at 4% or $226,450 at 6%; with 50% employer match about $226,450 at 4% or $150,967 at 6%; with 100% employer match about $169,838 at 4% or $113,225 at 6%.
201415$935,982$68,584$13,717iApproximate average salary by contribution assumption: employee only about $342,920 at 4% or $228,613 at 6%; with 50% employer match about $228,613 at 4% or $152,409 at 6%; with 100% employer match about $171,460 at 4% or $114,307 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-5$935,982$68,584$13,717iApproximate average salary by contribution assumption: employee only about $342,920 at 4% or $228,613 at 6%; with 50% employer match about $228,613 at 4% or $152,409 at 6%; with 100% employer match about $171,460 at 4% or $114,307 at 6%.
201315$875,259$82,491$16,498iApproximate average salary by contribution assumption: employee only about $412,455 at 4% or $274,970 at 6%; with 50% employer match about $274,970 at 4% or $183,313 at 6%; with 100% employer match about $206,228 at 4% or $137,485 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-5$875,259$82,491$16,498iApproximate average salary by contribution assumption: employee only about $412,455 at 4% or $274,970 at 6%; with 50% employer match about $274,970 at 4% or $183,313 at 6%; with 100% employer match about $206,228 at 4% or $137,485 at 6%.
201216$730,353$81,127$13,521iApproximate average salary by contribution assumption: employee only about $338,029 at 4% or $225,353 at 6%; with 50% employer match about $225,353 at 4% or $150,235 at 6%; with 100% employer match about $169,015 at 4% or $112,676 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-6$730,353$81,127$13,521iApproximate average salary by contribution assumption: employee only about $338,029 at 4% or $225,353 at 6%; with 50% employer match about $225,353 at 4% or $150,235 at 6%; with 100% employer match about $169,015 at 4% or $112,676 at 6%.
201115$520,847$63,641$12,728iApproximate average salary by contribution assumption: employee only about $318,205 at 4% or $212,137 at 6%; with 50% employer match about $212,137 at 4% or $141,424 at 6%; with 100% employer match about $159,103 at 4% or $106,068 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-5$520,847$63,641$12,728iApproximate average salary by contribution assumption: employee only about $318,205 at 4% or $212,137 at 6%; with 50% employer match about $212,137 at 4% or $141,424 at 6%; with 100% employer match about $159,103 at 4% or $106,068 at 6%.
201014$489,864$59,753$14,938iApproximate average salary by contribution assumption: employee only about $373,456 at 4% or $248,971 at 6%; with 50% employer match about $248,971 at 4% or $165,981 at 6%; with 100% employer match about $186,728 at 4% or $124,485 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-4$489,864$59,753$14,938iApproximate average salary by contribution assumption: employee only about $373,456 at 4% or $248,971 at 6%; with 50% employer match about $248,971 at 4% or $165,981 at 6%; with 100% employer match about $186,728 at 4% or $124,485 at 6%.
200914$397,623$70,322$17,581iApproximate average salary by contribution assumption: employee only about $439,513 at 4% or $293,008 at 6%; with 50% employer match about $293,008 at 4% or $195,339 at 6%; with 100% employer match about $219,756 at 4% or $146,504 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-4$397,623$70,322$17,581iApproximate average salary by contribution assumption: employee only about $439,513 at 4% or $293,008 at 6%; with 50% employer match about $293,008 at 4% or $195,339 at 6%; with 100% employer match about $219,756 at 4% or $146,504 at 6%.
200813$241,534$86,265$28,755iApproximate average salary by contribution assumption: employee only about $718,875 at 4% or $479,250 at 6%; with 50% employer match about $479,250 at 4% or $319,500 at 6%; with 100% employer match about $359,438 at 4% or $239,625 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-3$241,534$86,265$28,755iApproximate average salary by contribution assumption: employee only about $718,875 at 4% or $479,250 at 6%; with 50% employer match about $479,250 at 4% or $319,500 at 6%; with 100% employer match about $359,438 at 4% or $239,625 at 6%.
200713$322,260$72,555$24,185iApproximate average salary by contribution assumption: employee only about $604,625 at 4% or $403,083 at 6%; with 50% employer match about $403,083 at 4% or $268,722 at 6%; with 100% employer match about $302,313 at 4% or $201,542 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-3$322,260$72,555$24,185iApproximate average salary by contribution assumption: employee only about $604,625 at 4% or $403,083 at 6%; with 50% employer match about $403,083 at 4% or $268,722 at 6%; with 100% employer match about $302,313 at 4% or $201,542 at 6%.
200614$234,028$16,997$4,249iApproximate average salary by contribution assumption: employee only about $106,231 at 4% or $70,821 at 6%; with 50% employer match about $70,821 at 4% or $47,214 at 6%; with 100% employer match about $53,116 at 4% or $35,410 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-4$234,028$16,997$4,249iApproximate average salary by contribution assumption: employee only about $106,231 at 4% or $70,821 at 6%; with 50% employer match about $70,821 at 4% or $47,214 at 6%; with 100% employer match about $53,116 at 4% or $35,410 at 6%.
200515$200,628$65,987$13,197iApproximate average salary by contribution assumption: employee only about $329,935 at 4% or $219,957 at 6%; with 50% employer match about $219,957 at 4% or $146,638 at 6%; with 100% employer match about $164,968 at 4% or $109,978 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-5$200,628$65,987$13,197iApproximate average salary by contribution assumption: employee only about $329,935 at 4% or $219,957 at 6%; with 50% employer match about $219,957 at 4% or $146,638 at 6%; with 100% employer match about $164,968 at 4% or $109,978 at 6%.
200414$127,169$55,710$13,928iApproximate average salary by contribution assumption: employee only about $348,188 at 4% or $232,125 at 6%; with 50% employer match about $232,125 at 4% or $154,750 at 6%; with 100% employer match about $174,094 at 4% or $116,063 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-4$127,169$55,710$13,928iApproximate average salary by contribution assumption: employee only about $348,188 at 4% or $232,125 at 6%; with 50% employer match about $232,125 at 4% or $154,750 at 6%; with 100% employer match about $174,094 at 4% or $116,063 at 6%.
200312$70,241$45,066$22,533iApproximate average salary by contribution assumption: employee only about $563,325 at 4% or $375,550 at 6%; with 50% employer match about $375,550 at 4% or $250,367 at 6%; with 100% employer match about $281,663 at 4% or $187,775 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-2$70,241$45,066$22,533iApproximate average salary by contribution assumption: employee only about $563,325 at 4% or $375,550 at 6%; with 50% employer match about $375,550 at 4% or $250,367 at 6%; with 100% employer match about $281,663 at 4% or $187,775 at 6%.
200016$5,119$6,606$1,101iApproximate average salary by contribution assumption: employee only about $27,525 at 4% or $18,350 at 6%; with 50% employer match about $18,350 at 4% or $12,233 at 6%; with 100% employer match about $13,763 at 4% or $9,175 at 6%.
Jeffrey a. Ditesheim, MD 401(K) Plan-6$5,119$6,606$1,101iApproximate average salary by contribution assumption: employee only about $27,525 at 4% or $18,350 at 6%; with 50% employer match about $18,350 at 4% or $12,233 at 6%; with 100% employer match about $13,763 at 4% or $9,175 at 6%.