Civic Intelligence

Jonathan a. Lindsey, D.D.S., P.A.

Plan context: Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan

EIN 56-2067143 • Newland, NC • 25 filings • 6 plans

PO Box 786Newland, NC 28657
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,327,255

2024 Contributions

$150,795

Historical Graphs

Total Assets Over Time

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

$2,241,468$1,120,734$0200020122024YearValue
$1,327,255Latest year 2024

Participants Over Time

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

950200020122024YearValue
9Latest 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
202419$1,327,255$150,795$16,755iApproximate average salary by contribution assumption: employee only about $418,875 at 4% or $279,250 at 6%; with 50% employer match about $279,250 at 4% or $186,167 at 6%; with 100% employer match about $209,438 at 4% or $139,625 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-9$1,327,255$150,795$16,755iApproximate average salary by contribution assumption: employee only about $418,875 at 4% or $279,250 at 6%; with 50% employer match about $279,250 at 4% or $186,167 at 6%; with 100% employer match about $209,438 at 4% or $139,625 at 6%.
202317$1,607,075$146,344$20,906iApproximate average salary by contribution assumption: employee only about $522,657 at 4% or $348,438 at 6%; with 50% employer match about $348,438 at 4% or $232,292 at 6%; with 100% employer match about $261,329 at 4% or $174,219 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$1,607,075$146,344$20,906iApproximate average salary by contribution assumption: employee only about $522,657 at 4% or $348,438 at 6%; with 50% employer match about $348,438 at 4% or $232,292 at 6%; with 100% employer match about $261,329 at 4% or $174,219 at 6%.
202217$1,388,944$134,263$19,180iApproximate average salary by contribution assumption: employee only about $479,511 at 4% or $319,674 at 6%; with 50% employer match about $319,674 at 4% or $213,116 at 6%; with 100% employer match about $239,755 at 4% or $159,837 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$1,388,944$134,263$19,180iApproximate average salary by contribution assumption: employee only about $479,511 at 4% or $319,674 at 6%; with 50% employer match about $319,674 at 4% or $213,116 at 6%; with 100% employer match about $239,755 at 4% or $159,837 at 6%.
202116$1,279,677$95,205$15,868iApproximate average salary by contribution assumption: employee only about $396,688 at 4% or $264,458 at 6%; with 50% employer match about $264,458 at 4% or $176,306 at 6%; with 100% employer match about $198,344 at 4% or $132,229 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$1,279,677$95,205$15,868iApproximate average salary by contribution assumption: employee only about $396,688 at 4% or $264,458 at 6%; with 50% employer match about $264,458 at 4% or $176,306 at 6%; with 100% employer match about $198,344 at 4% or $132,229 at 6%.
202016$1,198,118$96,744$16,124iApproximate average salary by contribution assumption: employee only about $403,100 at 4% or $268,733 at 6%; with 50% employer match about $268,733 at 4% or $179,156 at 6%; with 100% employer match about $201,550 at 4% or $134,367 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$1,198,118$96,744$16,124iApproximate average salary by contribution assumption: employee only about $403,100 at 4% or $268,733 at 6%; with 50% employer match about $268,733 at 4% or $179,156 at 6%; with 100% employer match about $201,550 at 4% or $134,367 at 6%.
201916$1,859,379$87,037$14,506iApproximate average salary by contribution assumption: employee only about $362,654 at 4% or $241,769 at 6%; with 50% employer match about $241,769 at 4% or $161,180 at 6%; with 100% employer match about $181,327 at 4% or $120,885 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$1,859,379$87,037$14,506iApproximate average salary by contribution assumption: employee only about $362,654 at 4% or $241,769 at 6%; with 50% employer match about $241,769 at 4% or $161,180 at 6%; with 100% employer match about $181,327 at 4% or $120,885 at 6%.
201816$2,241,468$87,379$14,563iApproximate average salary by contribution assumption: employee only about $364,079 at 4% or $242,719 at 6%; with 50% employer match about $242,719 at 4% or $161,813 at 6%; with 100% employer match about $182,040 at 4% or $121,360 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$2,241,468$87,379$14,563iApproximate average salary by contribution assumption: employee only about $364,079 at 4% or $242,719 at 6%; with 50% employer match about $242,719 at 4% or $161,813 at 6%; with 100% employer match about $182,040 at 4% or $121,360 at 6%.
201716$2,127,526$86,459$14,410iApproximate average salary by contribution assumption: employee only about $360,246 at 4% or $240,164 at 6%; with 50% employer match about $240,164 at 4% or $160,109 at 6%; with 100% employer match about $180,123 at 4% or $120,082 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$2,127,526$86,459$14,410iApproximate average salary by contribution assumption: employee only about $360,246 at 4% or $240,164 at 6%; with 50% employer match about $240,164 at 4% or $160,109 at 6%; with 100% employer match about $180,123 at 4% or $120,082 at 6%.
201616$2,010,884$86,710$14,452iApproximate average salary by contribution assumption: employee only about $361,292 at 4% or $240,861 at 6%; with 50% employer match about $240,861 at 4% or $160,574 at 6%; with 100% employer match about $180,646 at 4% or $120,431 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$2,010,884$86,710$14,452iApproximate average salary by contribution assumption: employee only about $361,292 at 4% or $240,861 at 6%; with 50% employer match about $240,861 at 4% or $160,574 at 6%; with 100% employer match about $180,646 at 4% or $120,431 at 6%.
201517$1,913,120$87,094$12,442iApproximate average salary by contribution assumption: employee only about $311,050 at 4% or $207,367 at 6%; with 50% employer match about $207,367 at 4% or $138,244 at 6%; with 100% employer match about $155,525 at 4% or $103,683 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$1,913,120$87,094$12,442iApproximate average salary by contribution assumption: employee only about $311,050 at 4% or $207,367 at 6%; with 50% employer match about $207,367 at 4% or $138,244 at 6%; with 100% employer match about $155,525 at 4% or $103,683 at 6%.
201417$1,832,413$84,483$12,069iApproximate average salary by contribution assumption: employee only about $301,725 at 4% or $201,150 at 6%; with 50% employer match about $201,150 at 4% or $134,100 at 6%; with 100% employer match about $150,863 at 4% or $100,575 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$1,832,413$84,483$12,069iApproximate average salary by contribution assumption: employee only about $301,725 at 4% or $201,150 at 6%; with 50% employer match about $201,150 at 4% or $134,100 at 6%; with 100% employer match about $150,863 at 4% or $100,575 at 6%.
201316$1,722,470$87,912$14,652iApproximate average salary by contribution assumption: employee only about $366,300 at 4% or $244,200 at 6%; with 50% employer match about $244,200 at 4% or $162,800 at 6%; with 100% employer match about $183,150 at 4% or $122,100 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$1,722,470$87,912$14,652iApproximate average salary by contribution assumption: employee only about $366,300 at 4% or $244,200 at 6%; with 50% employer match about $244,200 at 4% or $162,800 at 6%; with 100% employer match about $183,150 at 4% or $122,100 at 6%.
201217$1,601,338$73,909$10,558iApproximate average salary by contribution assumption: employee only about $263,961 at 4% or $175,974 at 6%; with 50% employer match about $175,974 at 4% or $117,316 at 6%; with 100% employer match about $131,980 at 4% or $87,987 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$1,601,338$73,909$10,558iApproximate average salary by contribution assumption: employee only about $263,961 at 4% or $175,974 at 6%; with 50% employer match about $175,974 at 4% or $117,316 at 6%; with 100% employer match about $131,980 at 4% or $87,987 at 6%.
201117$1,436,051$77,071$11,010iApproximate average salary by contribution assumption: employee only about $275,254 at 4% or $183,502 at 6%; with 50% employer match about $183,502 at 4% or $122,335 at 6%; with 100% employer match about $137,627 at 4% or $91,751 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$1,436,051$77,071$11,010iApproximate average salary by contribution assumption: employee only about $275,254 at 4% or $183,502 at 6%; with 50% employer match about $183,502 at 4% or $122,335 at 6%; with 100% employer match about $137,627 at 4% or $91,751 at 6%.
201018$1,321,161$73,581$9,198iApproximate average salary by contribution assumption: employee only about $229,941 at 4% or $153,294 at 6%; with 50% employer match about $153,294 at 4% or $102,196 at 6%; with 100% employer match about $114,970 at 4% or $76,647 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-8$1,321,161$73,581$9,198iApproximate average salary by contribution assumption: employee only about $229,941 at 4% or $153,294 at 6%; with 50% employer match about $153,294 at 4% or $102,196 at 6%; with 100% employer match about $114,970 at 4% or $76,647 at 6%.
200919$1,206,066$78,518$8,724iApproximate average salary by contribution assumption: employee only about $218,106 at 4% or $145,404 at 6%; with 50% employer match about $145,404 at 4% or $96,936 at 6%; with 100% employer match about $109,053 at 4% or $72,702 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-9$1,206,066$78,518$8,724iApproximate average salary by contribution assumption: employee only about $218,106 at 4% or $145,404 at 6%; with 50% employer match about $145,404 at 4% or $96,936 at 6%; with 100% employer match about $109,053 at 4% or $72,702 at 6%.
200817$1,058,904$77,693$11,099iApproximate average salary by contribution assumption: employee only about $277,475 at 4% or $184,983 at 6%; with 50% employer match about $184,983 at 4% or $123,322 at 6%; with 100% employer match about $138,738 at 4% or $92,492 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$1,058,904$77,693$11,099iApproximate average salary by contribution assumption: employee only about $277,475 at 4% or $184,983 at 6%; with 50% employer match about $184,983 at 4% or $123,322 at 6%; with 100% employer match about $138,738 at 4% or $92,492 at 6%.
200716$1,010,002$69,963$11,661iApproximate average salary by contribution assumption: employee only about $291,513 at 4% or $194,342 at 6%; with 50% employer match about $194,342 at 4% or $129,561 at 6%; with 100% employer match about $145,756 at 4% or $97,171 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$1,010,002$69,963$11,661iApproximate average salary by contribution assumption: employee only about $291,513 at 4% or $194,342 at 6%; with 50% employer match about $194,342 at 4% or $129,561 at 6%; with 100% employer match about $145,756 at 4% or $97,171 at 6%.
200617$939,610$73,736$10,534iApproximate average salary by contribution assumption: employee only about $263,343 at 4% or $175,562 at 6%; with 50% employer match about $175,562 at 4% or $117,041 at 6%; with 100% employer match about $131,671 at 4% or $87,781 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$939,610$73,736$10,534iApproximate average salary by contribution assumption: employee only about $263,343 at 4% or $175,562 at 6%; with 50% employer match about $175,562 at 4% or $117,041 at 6%; with 100% employer match about $131,671 at 4% or $87,781 at 6%.
200519$809,999$71,583$7,954iApproximate average salary by contribution assumption: employee only about $198,842 at 4% or $132,561 at 6%; with 50% employer match about $132,561 at 4% or $88,374 at 6%; with 100% employer match about $99,421 at 4% or $66,281 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-9$809,999$71,583$7,954iApproximate average salary by contribution assumption: employee only about $198,842 at 4% or $132,561 at 6%; with 50% employer match about $132,561 at 4% or $88,374 at 6%; with 100% employer match about $99,421 at 4% or $66,281 at 6%.
200418$729,239$62,919$7,865iApproximate average salary by contribution assumption: employee only about $196,622 at 4% or $131,081 at 6%; with 50% employer match about $131,081 at 4% or $87,388 at 6%; with 100% employer match about $98,311 at 4% or $65,541 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-8$729,239$62,919$7,865iApproximate average salary by contribution assumption: employee only about $196,622 at 4% or $131,081 at 6%; with 50% employer match about $131,081 at 4% or $87,388 at 6%; with 100% employer match about $98,311 at 4% or $65,541 at 6%.
200316$679,539$62,288$10,381iApproximate average salary by contribution assumption: employee only about $259,533 at 4% or $173,022 at 6%; with 50% employer match about $173,022 at 4% or $115,348 at 6%; with 100% employer match about $129,767 at 4% or $86,511 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$679,539$62,288$10,381iApproximate average salary by contribution assumption: employee only about $259,533 at 4% or $173,022 at 6%; with 50% employer match about $173,022 at 4% or $115,348 at 6%; with 100% employer match about $129,767 at 4% or $86,511 at 6%.
200217$532,418$61,759$8,823iApproximate average salary by contribution assumption: employee only about $220,568 at 4% or $147,045 at 6%; with 50% employer match about $147,045 at 4% or $98,030 at 6%; with 100% employer match about $110,284 at 4% or $73,523 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-7$532,418$61,759$8,823iApproximate average salary by contribution assumption: employee only about $220,568 at 4% or $147,045 at 6%; with 50% employer match about $147,045 at 4% or $98,030 at 6%; with 100% employer match about $110,284 at 4% or $73,523 at 6%.
200116$487,219$44,327$7,388iApproximate average salary by contribution assumption: employee only about $184,696 at 4% or $123,131 at 6%; with 50% employer match about $123,131 at 4% or $82,087 at 6%; with 100% employer match about $92,348 at 4% or $61,565 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-6$487,219$44,327$7,388iApproximate average salary by contribution assumption: employee only about $184,696 at 4% or $123,131 at 6%; with 50% employer match about $123,131 at 4% or $82,087 at 6%; with 100% employer match about $92,348 at 4% or $61,565 at 6%.
200015$471,934$38,183$7,637iApproximate average salary by contribution assumption: employee only about $190,915 at 4% or $127,277 at 6%; with 50% employer match about $127,277 at 4% or $84,851 at 6%; with 100% employer match about $95,458 at 4% or $63,638 at 6%.
Jonathan a. Lindsey, Dds, Pa 401(K) Profit Sharing Plan-5$471,934$38,183$7,637iApproximate average salary by contribution assumption: employee only about $190,915 at 4% or $127,277 at 6%; with 50% employer match about $127,277 at 4% or $84,851 at 6%; with 100% employer match about $95,458 at 4% or $63,638 at 6%.