Civic Intelligence

Cotswold Family Dentistry

Plan context: Cotswold Family Dentistry 401K Profit Sharing Plan

EIN 56-2062096 • Charlotte, NC • 19 filings • 8 plans

135 S. Sharon Amity RoadSuite 204Charlotte, NC 28211
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$1,586,804

2022 Contributions

$13,737

Historical Graphs

Total Assets Over Time

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

$1,586,804$793,402$0200420132021YearValue
$1,586,804Latest year 2021

Participants Over Time

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

1580200420132021YearValue
10Latest year 2021

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
202210$0$13,737-
Cotswold Family Dentistry 401K Profit Sharing Plan-0$0$13,737-
2021110$1,586,804$58,655$5,866iApproximate average salary by contribution assumption: employee only about $146,638 at 4% or $97,758 at 6%; with 50% employer match about $97,758 at 4% or $65,172 at 6%; with 100% employer match about $73,319 at 4% or $48,879 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-10$1,586,804$58,655$5,866iApproximate average salary by contribution assumption: employee only about $146,638 at 4% or $97,758 at 6%; with 50% employer match about $97,758 at 4% or $65,172 at 6%; with 100% employer match about $73,319 at 4% or $48,879 at 6%.
202019$1,372,568$128,713$14,301iApproximate average salary by contribution assumption: employee only about $357,536 at 4% or $238,357 at 6%; with 50% employer match about $238,357 at 4% or $158,905 at 6%; with 100% employer match about $178,768 at 4% or $119,179 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-9$1,372,568$128,713$14,301iApproximate average salary by contribution assumption: employee only about $357,536 at 4% or $238,357 at 6%; with 50% employer match about $238,357 at 4% or $158,905 at 6%; with 100% employer match about $178,768 at 4% or $119,179 at 6%.
201918$1,128,381$71,012$8,877iApproximate average salary by contribution assumption: employee only about $221,913 at 4% or $147,942 at 6%; with 50% employer match about $147,942 at 4% or $98,628 at 6%; with 100% employer match about $110,956 at 4% or $73,971 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-8$1,128,381$71,012$8,877iApproximate average salary by contribution assumption: employee only about $221,913 at 4% or $147,942 at 6%; with 50% employer match about $147,942 at 4% or $98,628 at 6%; with 100% employer match about $110,956 at 4% or $73,971 at 6%.
2018110$909,328$63,452$6,345iApproximate average salary by contribution assumption: employee only about $158,630 at 4% or $105,753 at 6%; with 50% employer match about $105,753 at 4% or $70,502 at 6%; with 100% employer match about $79,315 at 4% or $52,877 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-10$909,328$63,452$6,345iApproximate average salary by contribution assumption: employee only about $158,630 at 4% or $105,753 at 6%; with 50% employer match about $105,753 at 4% or $70,502 at 6%; with 100% employer match about $79,315 at 4% or $52,877 at 6%.
2017110$934,500$47,532$4,753iApproximate average salary by contribution assumption: employee only about $118,830 at 4% or $79,220 at 6%; with 50% employer match about $79,220 at 4% or $52,813 at 6%; with 100% employer match about $59,415 at 4% or $39,610 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-10$934,500$47,532$4,753iApproximate average salary by contribution assumption: employee only about $118,830 at 4% or $79,220 at 6%; with 50% employer match about $79,220 at 4% or $52,813 at 6%; with 100% employer match about $59,415 at 4% or $39,610 at 6%.
2016112$822,555$66,217$5,518iApproximate average salary by contribution assumption: employee only about $137,952 at 4% or $91,968 at 6%; with 50% employer match about $91,968 at 4% or $61,312 at 6%; with 100% employer match about $68,976 at 4% or $45,984 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-12$822,555$66,217$5,518iApproximate average salary by contribution assumption: employee only about $137,952 at 4% or $91,968 at 6%; with 50% employer match about $91,968 at 4% or $61,312 at 6%; with 100% employer match about $68,976 at 4% or $45,984 at 6%.
2015112$1,297,478$95,876$7,990iApproximate average salary by contribution assumption: employee only about $199,742 at 4% or $133,161 at 6%; with 50% employer match about $133,161 at 4% or $88,774 at 6%; with 100% employer match about $99,871 at 4% or $66,581 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-12$1,297,478$95,876$7,990iApproximate average salary by contribution assumption: employee only about $199,742 at 4% or $133,161 at 6%; with 50% employer match about $133,161 at 4% or $88,774 at 6%; with 100% employer match about $99,871 at 4% or $66,581 at 6%.
2014111$1,221,997$93,356$8,487iApproximate average salary by contribution assumption: employee only about $212,173 at 4% or $141,448 at 6%; with 50% employer match about $141,448 at 4% or $94,299 at 6%; with 100% employer match about $106,086 at 4% or $70,724 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-11$1,221,997$93,356$8,487iApproximate average salary by contribution assumption: employee only about $212,173 at 4% or $141,448 at 6%; with 50% employer match about $141,448 at 4% or $94,299 at 6%; with 100% employer match about $106,086 at 4% or $70,724 at 6%.
2013112$1,104,802$72,440$6,037iApproximate average salary by contribution assumption: employee only about $150,917 at 4% or $100,611 at 6%; with 50% employer match about $100,611 at 4% or $67,074 at 6%; with 100% employer match about $75,458 at 4% or $50,306 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-12$1,104,802$72,440$6,037iApproximate average salary by contribution assumption: employee only about $150,917 at 4% or $100,611 at 6%; with 50% employer match about $100,611 at 4% or $67,074 at 6%; with 100% employer match about $75,458 at 4% or $50,306 at 6%.
2012113$885,402$74,029$5,695iApproximate average salary by contribution assumption: employee only about $142,363 at 4% or $94,909 at 6%; with 50% employer match about $94,909 at 4% or $63,273 at 6%; with 100% employer match about $71,182 at 4% or $47,454 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-13$885,402$74,029$5,695iApproximate average salary by contribution assumption: employee only about $142,363 at 4% or $94,909 at 6%; with 50% employer match about $94,909 at 4% or $63,273 at 6%; with 100% employer match about $71,182 at 4% or $47,454 at 6%.
2011114$717,609$75,209$5,372iApproximate average salary by contribution assumption: employee only about $134,302 at 4% or $89,535 at 6%; with 50% employer match about $89,535 at 4% or $59,690 at 6%; with 100% employer match about $67,151 at 4% or $44,767 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-14$717,609$75,209$5,372iApproximate average salary by contribution assumption: employee only about $134,302 at 4% or $89,535 at 6%; with 50% employer match about $89,535 at 4% or $59,690 at 6%; with 100% employer match about $67,151 at 4% or $44,767 at 6%.
2010114$673,324$152,229$10,874iApproximate average salary by contribution assumption: employee only about $271,838 at 4% or $181,225 at 6%; with 50% employer match about $181,225 at 4% or $120,817 at 6%; with 100% employer match about $135,919 at 4% or $90,613 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-14$673,324$152,229$10,874iApproximate average salary by contribution assumption: employee only about $271,838 at 4% or $181,225 at 6%; with 50% employer match about $181,225 at 4% or $120,817 at 6%; with 100% employer match about $135,919 at 4% or $90,613 at 6%.
2009115$494,910$83,187$5,546iApproximate average salary by contribution assumption: employee only about $138,645 at 4% or $92,430 at 6%; with 50% employer match about $92,430 at 4% or $61,620 at 6%; with 100% employer match about $69,323 at 4% or $46,215 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-15$494,910$83,187$5,546iApproximate average salary by contribution assumption: employee only about $138,645 at 4% or $92,430 at 6%; with 50% employer match about $92,430 at 4% or $61,620 at 6%; with 100% employer match about $69,323 at 4% or $46,215 at 6%.
2008113$307,588$72,293$5,561iApproximate average salary by contribution assumption: employee only about $139,025 at 4% or $92,683 at 6%; with 50% employer match about $92,683 at 4% or $61,789 at 6%; with 100% employer match about $69,513 at 4% or $46,342 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-13$307,588$72,293$5,561iApproximate average salary by contribution assumption: employee only about $139,025 at 4% or $92,683 at 6%; with 50% employer match about $92,683 at 4% or $61,789 at 6%; with 100% employer match about $69,513 at 4% or $46,342 at 6%.
2007114$0$0-
Cotswold Family Dentistry 401K Profit Sharing Plan-14---
2006112$348,900$71,757$5,980iApproximate average salary by contribution assumption: employee only about $149,494 at 4% or $99,663 at 6%; with 50% employer match about $99,663 at 4% or $66,442 at 6%; with 100% employer match about $74,747 at 4% or $49,831 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-12$348,900$71,757$5,980iApproximate average salary by contribution assumption: employee only about $149,494 at 4% or $99,663 at 6%; with 50% employer match about $99,663 at 4% or $66,442 at 6%; with 100% employer match about $74,747 at 4% or $49,831 at 6%.
2005110$245,229$169,527$16,953iApproximate average salary by contribution assumption: employee only about $423,818 at 4% or $282,545 at 6%; with 50% employer match about $282,545 at 4% or $188,363 at 6%; with 100% employer match about $211,909 at 4% or $141,273 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-10$245,229$169,527$16,953iApproximate average salary by contribution assumption: employee only about $423,818 at 4% or $282,545 at 6%; with 50% employer match about $282,545 at 4% or $188,363 at 6%; with 100% employer match about $211,909 at 4% or $141,273 at 6%.
2004110$64,380$58,067$5,807iApproximate average salary by contribution assumption: employee only about $145,168 at 4% or $96,778 at 6%; with 50% employer match about $96,778 at 4% or $64,519 at 6%; with 100% employer match about $72,584 at 4% or $48,389 at 6%.
Cotswold Family Dentistry 401K Profit Sharing Plan-10$64,380$58,067$5,807iApproximate average salary by contribution assumption: employee only about $145,168 at 4% or $96,778 at 6%; with 50% employer match about $96,778 at 4% or $64,519 at 6%; with 100% employer match about $72,584 at 4% or $48,389 at 6%.