Civic Intelligence

James M Stuart Dds Pa

Plan context: James M Stuart Dds Pa 401K Profit Sharing Plan & Trust

EIN 56-2075995 • Charlotte, NC • 25 filings • 5 plans

10718 Carmel Commons Blvd Ste 240Charlotte, NC 28226-3924
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$748,134

2024 Contributions

$59,111

Historical Graphs

Total Assets Over Time

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

$748,134$374,067$0199920132024YearValue
$748,134Latest year 2024

Participants Over Time

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

950199920122024YearValue
4Latest 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
202414$748,134$59,111$14,778iApproximate average salary by contribution assumption: employee only about $369,444 at 4% or $246,296 at 6%; with 50% employer match about $246,296 at 4% or $164,197 at 6%; with 100% employer match about $184,722 at 4% or $123,148 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-4$748,134$59,111$14,778iApproximate average salary by contribution assumption: employee only about $369,444 at 4% or $246,296 at 6%; with 50% employer match about $246,296 at 4% or $164,197 at 6%; with 100% employer match about $184,722 at 4% or $123,148 at 6%.
202315$627,037$55,327$11,065iApproximate average salary by contribution assumption: employee only about $276,635 at 4% or $184,423 at 6%; with 50% employer match about $184,423 at 4% or $122,949 at 6%; with 100% employer match about $138,318 at 4% or $92,212 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-5$627,037$55,327$11,065iApproximate average salary by contribution assumption: employee only about $276,635 at 4% or $184,423 at 6%; with 50% employer match about $184,423 at 4% or $122,949 at 6%; with 100% employer match about $138,318 at 4% or $92,212 at 6%.
202213$473,391$36,484$12,161iApproximate average salary by contribution assumption: employee only about $304,033 at 4% or $202,689 at 6%; with 50% employer match about $202,689 at 4% or $135,126 at 6%; with 100% employer match about $152,017 at 4% or $101,344 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-3$473,391$36,484$12,161iApproximate average salary by contribution assumption: employee only about $304,033 at 4% or $202,689 at 6%; with 50% employer match about $202,689 at 4% or $135,126 at 6%; with 100% employer match about $152,017 at 4% or $101,344 at 6%.
202114$655,336$59,901$14,975iApproximate average salary by contribution assumption: employee only about $374,381 at 4% or $249,588 at 6%; with 50% employer match about $249,588 at 4% or $166,392 at 6%; with 100% employer match about $187,191 at 4% or $124,794 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-4$655,336$59,901$14,975iApproximate average salary by contribution assumption: employee only about $374,381 at 4% or $249,588 at 6%; with 50% employer match about $249,588 at 4% or $166,392 at 6%; with 100% employer match about $187,191 at 4% or $124,794 at 6%.
202014$501,657$45,087$11,272iApproximate average salary by contribution assumption: employee only about $281,794 at 4% or $187,863 at 6%; with 50% employer match about $187,863 at 4% or $125,242 at 6%; with 100% employer match about $140,897 at 4% or $93,931 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-4$501,657$45,087$11,272iApproximate average salary by contribution assumption: employee only about $281,794 at 4% or $187,863 at 6%; with 50% employer match about $187,863 at 4% or $125,242 at 6%; with 100% employer match about $140,897 at 4% or $93,931 at 6%.
201914$391,026$47,748$11,937iApproximate average salary by contribution assumption: employee only about $298,425 at 4% or $198,950 at 6%; with 50% employer match about $198,950 at 4% or $132,633 at 6%; with 100% employer match about $149,213 at 4% or $99,475 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-4$391,026$47,748$11,937iApproximate average salary by contribution assumption: employee only about $298,425 at 4% or $198,950 at 6%; with 50% employer match about $198,950 at 4% or $132,633 at 6%; with 100% employer match about $149,213 at 4% or $99,475 at 6%.
201816$279,369$48,368$8,061iApproximate average salary by contribution assumption: employee only about $201,533 at 4% or $134,356 at 6%; with 50% employer match about $134,356 at 4% or $89,570 at 6%; with 100% employer match about $100,767 at 4% or $67,178 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-6$279,369$48,368$8,061iApproximate average salary by contribution assumption: employee only about $201,533 at 4% or $134,356 at 6%; with 50% employer match about $134,356 at 4% or $89,570 at 6%; with 100% employer match about $100,767 at 4% or $67,178 at 6%.
201719$242,535$18,151$2,017iApproximate average salary by contribution assumption: employee only about $50,419 at 4% or $33,613 at 6%; with 50% employer match about $33,613 at 4% or $22,409 at 6%; with 100% employer match about $25,210 at 4% or $16,806 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-9$242,535$18,151$2,017iApproximate average salary by contribution assumption: employee only about $50,419 at 4% or $33,613 at 6%; with 50% employer match about $33,613 at 4% or $22,409 at 6%; with 100% employer match about $25,210 at 4% or $16,806 at 6%.
201617$281,525$9,792$1,399iApproximate average salary by contribution assumption: employee only about $34,971 at 4% or $23,314 at 6%; with 50% employer match about $23,314 at 4% or $15,543 at 6%; with 100% employer match about $17,486 at 4% or $11,657 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-7$281,525$9,792$1,399iApproximate average salary by contribution assumption: employee only about $34,971 at 4% or $23,314 at 6%; with 50% employer match about $23,314 at 4% or $15,543 at 6%; with 100% employer match about $17,486 at 4% or $11,657 at 6%.
201518$260,664$11,449$1,431iApproximate average salary by contribution assumption: employee only about $35,778 at 4% or $23,852 at 6%; with 50% employer match about $23,852 at 4% or $15,901 at 6%; with 100% employer match about $17,889 at 4% or $11,926 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-8$260,664$11,449$1,431iApproximate average salary by contribution assumption: employee only about $35,778 at 4% or $23,852 at 6%; with 50% employer match about $23,852 at 4% or $15,901 at 6%; with 100% employer match about $17,889 at 4% or $11,926 at 6%.
201416$250,518$8,365$1,394iApproximate average salary by contribution assumption: employee only about $34,854 at 4% or $23,236 at 6%; with 50% employer match about $23,236 at 4% or $15,491 at 6%; with 100% employer match about $17,427 at 4% or $11,618 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-6$250,518$8,365$1,394iApproximate average salary by contribution assumption: employee only about $34,854 at 4% or $23,236 at 6%; with 50% employer match about $23,236 at 4% or $15,491 at 6%; with 100% employer match about $17,427 at 4% or $11,618 at 6%.
201317$230,570$9,677$1,382iApproximate average salary by contribution assumption: employee only about $34,561 at 4% or $23,040 at 6%; with 50% employer match about $23,040 at 4% or $15,360 at 6%; with 100% employer match about $17,280 at 4% or $11,520 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-7$230,570$9,677$1,382iApproximate average salary by contribution assumption: employee only about $34,561 at 4% or $23,040 at 6%; with 50% employer match about $23,040 at 4% or $15,360 at 6%; with 100% employer match about $17,280 at 4% or $11,520 at 6%.
201216$188,990$17,352$2,892iApproximate average salary by contribution assumption: employee only about $72,300 at 4% or $48,200 at 6%; with 50% employer match about $48,200 at 4% or $32,133 at 6%; with 100% employer match about $36,150 at 4% or $24,100 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-6$188,990$17,352$2,892iApproximate average salary by contribution assumption: employee only about $72,300 at 4% or $48,200 at 6%; with 50% employer match about $48,200 at 4% or $32,133 at 6%; with 100% employer match about $36,150 at 4% or $24,100 at 6%.
201115$151,650$7,957$1,591iApproximate average salary by contribution assumption: employee only about $39,785 at 4% or $26,523 at 6%; with 50% employer match about $26,523 at 4% or $17,682 at 6%; with 100% employer match about $19,893 at 4% or $13,262 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-5$151,650$7,957$1,591iApproximate average salary by contribution assumption: employee only about $39,785 at 4% or $26,523 at 6%; with 50% employer match about $26,523 at 4% or $17,682 at 6%; with 100% employer match about $19,893 at 4% or $13,262 at 6%.
201016$219,506$15,575$2,596iApproximate average salary by contribution assumption: employee only about $64,896 at 4% or $43,264 at 6%; with 50% employer match about $43,264 at 4% or $28,843 at 6%; with 100% employer match about $32,448 at 4% or $21,632 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-6$219,506$15,575$2,596iApproximate average salary by contribution assumption: employee only about $64,896 at 4% or $43,264 at 6%; with 50% employer match about $43,264 at 4% or $28,843 at 6%; with 100% employer match about $32,448 at 4% or $21,632 at 6%.
200917$177,192$16,389$2,341iApproximate average salary by contribution assumption: employee only about $58,532 at 4% or $39,021 at 6%; with 50% employer match about $39,021 at 4% or $26,014 at 6%; with 100% employer match about $29,266 at 4% or $19,511 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-7$177,192$16,389$2,341iApproximate average salary by contribution assumption: employee only about $58,532 at 4% or $39,021 at 6%; with 50% employer match about $39,021 at 4% or $26,014 at 6%; with 100% employer match about $29,266 at 4% or $19,511 at 6%.
200815$148,194$26,876$5,375iApproximate average salary by contribution assumption: employee only about $134,380 at 4% or $89,587 at 6%; with 50% employer match about $89,587 at 4% or $59,724 at 6%; with 100% employer match about $67,190 at 4% or $44,793 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-5$148,194$26,876$5,375iApproximate average salary by contribution assumption: employee only about $134,380 at 4% or $89,587 at 6%; with 50% employer match about $89,587 at 4% or $59,724 at 6%; with 100% employer match about $67,190 at 4% or $44,793 at 6%.
200716$218,364$30,418$5,070iApproximate average salary by contribution assumption: employee only about $126,742 at 4% or $84,494 at 6%; with 50% employer match about $84,494 at 4% or $56,330 at 6%; with 100% employer match about $63,371 at 4% or $42,247 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-6$218,364$30,418$5,070iApproximate average salary by contribution assumption: employee only about $126,742 at 4% or $84,494 at 6%; with 50% employer match about $84,494 at 4% or $56,330 at 6%; with 100% employer match about $63,371 at 4% or $42,247 at 6%.
200616$167,727$23,552$3,925iApproximate average salary by contribution assumption: employee only about $98,133 at 4% or $65,422 at 6%; with 50% employer match about $65,422 at 4% or $43,615 at 6%; with 100% employer match about $49,067 at 4% or $32,711 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-6$167,727$23,552$3,925iApproximate average salary by contribution assumption: employee only about $98,133 at 4% or $65,422 at 6%; with 50% employer match about $65,422 at 4% or $43,615 at 6%; with 100% employer match about $49,067 at 4% or $32,711 at 6%.
200515$132,748$27,389$5,478iApproximate average salary by contribution assumption: employee only about $136,945 at 4% or $91,297 at 6%; with 50% employer match about $91,297 at 4% or $60,864 at 6%; with 100% employer match about $68,473 at 4% or $45,648 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-5$132,748$27,389$5,478iApproximate average salary by contribution assumption: employee only about $136,945 at 4% or $91,297 at 6%; with 50% employer match about $91,297 at 4% or $60,864 at 6%; with 100% employer match about $68,473 at 4% or $45,648 at 6%.
200314$69,605$20,075$5,019iApproximate average salary by contribution assumption: employee only about $125,469 at 4% or $83,646 at 6%; with 50% employer match about $83,646 at 4% or $55,764 at 6%; with 100% employer match about $62,734 at 4% or $41,823 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-4$69,605$20,075$5,019iApproximate average salary by contribution assumption: employee only about $125,469 at 4% or $83,646 at 6%; with 50% employer match about $83,646 at 4% or $55,764 at 6%; with 100% employer match about $62,734 at 4% or $41,823 at 6%.
200214$40,470$18,775$4,694iApproximate average salary by contribution assumption: employee only about $117,344 at 4% or $78,229 at 6%; with 50% employer match about $78,229 at 4% or $52,153 at 6%; with 100% employer match about $58,672 at 4% or $39,115 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-4$40,470$18,775$4,694iApproximate average salary by contribution assumption: employee only about $117,344 at 4% or $78,229 at 6%; with 50% employer match about $78,229 at 4% or $52,153 at 6%; with 100% employer match about $58,672 at 4% or $39,115 at 6%.
200114$0$0-
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-4---
200014$0$0-
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-4---
199913$7,970$7,306$2,435iApproximate average salary by contribution assumption: employee only about $60,883 at 4% or $40,589 at 6%; with 50% employer match about $40,589 at 4% or $27,059 at 6%; with 100% employer match about $30,442 at 4% or $20,294 at 6%.
James M Stuart Dds Pa 401K Profit Sharing Plan & Trust-3$7,970$7,306$2,435iApproximate average salary by contribution assumption: employee only about $60,883 at 4% or $40,589 at 6%; with 50% employer match about $40,589 at 4% or $27,059 at 6%; with 100% employer match about $30,442 at 4% or $20,294 at 6%.