Civic Intelligence

Welborne & White Dentistry Partners

Plan context: Welborne & White Dentistry Partnership 401K Profit Sharing Plan

EIN 56-2124028 • Cornelius, NC • 29 filings • 8 plans

9700 Caldwell Commons CircleCornelius, NC 28031-8104
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$9,021,931

2024 Contributions

$381,543

Historical Graphs

Total Assets Over Time

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

$9,021,931$4,510,966$0199920132024YearValue
$9,021,931Latest year 2024

Participants Over Time

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

30150199920122024YearValue
30Latest 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
2024130$9,021,931$381,543$12,718iApproximate average salary by contribution assumption: employee only about $317,953 at 4% or $211,968 at 6%; with 50% employer match about $211,968 at 4% or $141,312 at 6%; with 100% employer match about $158,976 at 4% or $105,984 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-30$9,021,931$381,543$12,718iApproximate average salary by contribution assumption: employee only about $317,953 at 4% or $211,968 at 6%; with 50% employer match about $211,968 at 4% or $141,312 at 6%; with 100% employer match about $158,976 at 4% or $105,984 at 6%.
2023127$7,890,573$361,771$13,399iApproximate average salary by contribution assumption: employee only about $334,973 at 4% or $223,315 at 6%; with 50% employer match about $223,315 at 4% or $148,877 at 6%; with 100% employer match about $167,487 at 4% or $111,658 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-27$7,890,573$361,771$13,399iApproximate average salary by contribution assumption: employee only about $334,973 at 4% or $223,315 at 6%; with 50% employer match about $223,315 at 4% or $148,877 at 6%; with 100% employer match about $167,487 at 4% or $111,658 at 6%.
2022127$6,442,495$347,814$12,882iApproximate average salary by contribution assumption: employee only about $322,050 at 4% or $214,700 at 6%; with 50% employer match about $214,700 at 4% or $143,133 at 6%; with 100% employer match about $161,025 at 4% or $107,350 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-27$6,442,495$347,814$12,882iApproximate average salary by contribution assumption: employee only about $322,050 at 4% or $214,700 at 6%; with 50% employer match about $214,700 at 4% or $143,133 at 6%; with 100% employer match about $161,025 at 4% or $107,350 at 6%.
2021124$4,153,742$250,896$10,454iApproximate average salary by contribution assumption: employee only about $261,350 at 4% or $174,233 at 6%; with 50% employer match about $174,233 at 4% or $116,156 at 6%; with 100% employer match about $130,675 at 4% or $87,117 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$4,153,742$250,896$10,454iApproximate average salary by contribution assumption: employee only about $261,350 at 4% or $174,233 at 6%; with 50% employer match about $174,233 at 4% or $116,156 at 6%; with 100% employer match about $130,675 at 4% or $87,117 at 6%.
2020125$4,028,177$222,823$8,913iApproximate average salary by contribution assumption: employee only about $222,823 at 4% or $148,549 at 6%; with 50% employer match about $148,549 at 4% or $99,032 at 6%; with 100% employer match about $111,412 at 4% or $74,274 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-25$4,028,177$222,823$8,913iApproximate average salary by contribution assumption: employee only about $222,823 at 4% or $148,549 at 6%; with 50% employer match about $148,549 at 4% or $99,032 at 6%; with 100% employer match about $111,412 at 4% or $74,274 at 6%.
2019124$3,886,994$261,164$10,882iApproximate average salary by contribution assumption: employee only about $272,046 at 4% or $181,364 at 6%; with 50% employer match about $181,364 at 4% or $120,909 at 6%; with 100% employer match about $136,023 at 4% or $90,682 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$3,886,994$261,164$10,882iApproximate average salary by contribution assumption: employee only about $272,046 at 4% or $181,364 at 6%; with 50% employer match about $181,364 at 4% or $120,909 at 6%; with 100% employer match about $136,023 at 4% or $90,682 at 6%.
2018124$3,039,156$254,333$10,597iApproximate average salary by contribution assumption: employee only about $264,930 at 4% or $176,620 at 6%; with 50% employer match about $176,620 at 4% or $117,747 at 6%; with 100% employer match about $132,465 at 4% or $88,310 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$3,039,156$254,333$10,597iApproximate average salary by contribution assumption: employee only about $264,930 at 4% or $176,620 at 6%; with 50% employer match about $176,620 at 4% or $117,747 at 6%; with 100% employer match about $132,465 at 4% or $88,310 at 6%.
2017127$5,271,640$278,226$10,305iApproximate average salary by contribution assumption: employee only about $257,617 at 4% or $171,744 at 6%; with 50% employer match about $171,744 at 4% or $114,496 at 6%; with 100% employer match about $128,808 at 4% or $85,872 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-27$5,271,640$278,226$10,305iApproximate average salary by contribution assumption: employee only about $257,617 at 4% or $171,744 at 6%; with 50% employer match about $171,744 at 4% or $114,496 at 6%; with 100% employer match about $128,808 at 4% or $85,872 at 6%.
2016124$4,168,514$211,286$8,804iApproximate average salary by contribution assumption: employee only about $220,090 at 4% or $146,726 at 6%; with 50% employer match about $146,726 at 4% or $97,818 at 6%; with 100% employer match about $110,045 at 4% or $73,363 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$4,168,514$211,286$8,804iApproximate average salary by contribution assumption: employee only about $220,090 at 4% or $146,726 at 6%; with 50% employer match about $146,726 at 4% or $97,818 at 6%; with 100% employer match about $110,045 at 4% or $73,363 at 6%.
2015123$3,929,015$217,767$9,468iApproximate average salary by contribution assumption: employee only about $236,703 at 4% or $157,802 at 6%; with 50% employer match about $157,802 at 4% or $105,201 at 6%; with 100% employer match about $118,352 at 4% or $78,901 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-23$3,929,015$217,767$9,468iApproximate average salary by contribution assumption: employee only about $236,703 at 4% or $157,802 at 6%; with 50% employer match about $157,802 at 4% or $105,201 at 6%; with 100% employer match about $118,352 at 4% or $78,901 at 6%.
2014125$4,796,180$289,464$11,579iApproximate average salary by contribution assumption: employee only about $289,464 at 4% or $192,976 at 6%; with 50% employer match about $192,976 at 4% or $128,651 at 6%; with 100% employer match about $144,732 at 4% or $96,488 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-25$4,796,180$289,464$11,579iApproximate average salary by contribution assumption: employee only about $289,464 at 4% or $192,976 at 6%; with 50% employer match about $192,976 at 4% or $128,651 at 6%; with 100% employer match about $144,732 at 4% or $96,488 at 6%.
2013124$4,712,888$269,574$11,232iApproximate average salary by contribution assumption: employee only about $280,806 at 4% or $187,204 at 6%; with 50% employer match about $187,204 at 4% or $124,803 at 6%; with 100% employer match about $140,403 at 4% or $93,602 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$4,712,888$269,574$11,232iApproximate average salary by contribution assumption: employee only about $280,806 at 4% or $187,204 at 6%; with 50% employer match about $187,204 at 4% or $124,803 at 6%; with 100% employer match about $140,403 at 4% or $93,602 at 6%.
2012124$3,531,590$266,706$11,113iApproximate average salary by contribution assumption: employee only about $277,819 at 4% or $185,213 at 6%; with 50% employer match about $185,213 at 4% or $123,475 at 6%; with 100% employer match about $138,909 at 4% or $92,606 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$3,531,590$266,706$11,113iApproximate average salary by contribution assumption: employee only about $277,819 at 4% or $185,213 at 6%; with 50% employer match about $185,213 at 4% or $123,475 at 6%; with 100% employer match about $138,909 at 4% or $92,606 at 6%.
2011125$2,779,183$264,631$10,585iApproximate average salary by contribution assumption: employee only about $264,631 at 4% or $176,421 at 6%; with 50% employer match about $176,421 at 4% or $117,614 at 6%; with 100% employer match about $132,316 at 4% or $88,210 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-25$2,779,183$264,631$10,585iApproximate average salary by contribution assumption: employee only about $264,631 at 4% or $176,421 at 6%; with 50% employer match about $176,421 at 4% or $117,614 at 6%; with 100% employer match about $132,316 at 4% or $88,210 at 6%.
2010124$2,506,414$250,140$10,423iApproximate average salary by contribution assumption: employee only about $260,563 at 4% or $173,708 at 6%; with 50% employer match about $173,708 at 4% or $115,806 at 6%; with 100% employer match about $130,281 at 4% or $86,854 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$2,506,414$250,140$10,423iApproximate average salary by contribution assumption: employee only about $260,563 at 4% or $173,708 at 6%; with 50% employer match about $173,708 at 4% or $115,806 at 6%; with 100% employer match about $130,281 at 4% or $86,854 at 6%.
2009124$2,075,520$246,680$10,278iApproximate average salary by contribution assumption: employee only about $256,958 at 4% or $171,306 at 6%; with 50% employer match about $171,306 at 4% or $114,204 at 6%; with 100% employer match about $128,479 at 4% or $85,653 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$2,075,520$246,680$10,278iApproximate average salary by contribution assumption: employee only about $256,958 at 4% or $171,306 at 6%; with 50% employer match about $171,306 at 4% or $114,204 at 6%; with 100% employer match about $128,479 at 4% or $85,653 at 6%.
2008124$1,797,785$298,293$12,429iApproximate average salary by contribution assumption: employee only about $310,722 at 4% or $207,148 at 6%; with 50% employer match about $207,148 at 4% or $138,099 at 6%; with 100% employer match about $155,361 at 4% or $103,574 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-24$1,797,785$298,293$12,429iApproximate average salary by contribution assumption: employee only about $310,722 at 4% or $207,148 at 6%; with 50% employer match about $207,148 at 4% or $138,099 at 6%; with 100% employer match about $155,361 at 4% or $103,574 at 6%.
2007122$0$0-
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-22---
2006120$2,283,708$289,744$14,487iApproximate average salary by contribution assumption: employee only about $362,180 at 4% or $241,453 at 6%; with 50% employer match about $241,453 at 4% or $160,969 at 6%; with 100% employer match about $181,090 at 4% or $120,727 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-20$2,283,708$289,744$14,487iApproximate average salary by contribution assumption: employee only about $362,180 at 4% or $241,453 at 6%; with 50% employer match about $241,453 at 4% or $160,969 at 6%; with 100% employer match about $181,090 at 4% or $120,727 at 6%.
2005118$1,785,304$183,239$10,180iApproximate average salary by contribution assumption: employee only about $254,499 at 4% or $169,666 at 6%; with 50% employer match about $169,666 at 4% or $113,110 at 6%; with 100% employer match about $127,249 at 4% or $84,833 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-18$1,785,304$183,239$10,180iApproximate average salary by contribution assumption: employee only about $254,499 at 4% or $169,666 at 6%; with 50% employer match about $169,666 at 4% or $113,110 at 6%; with 100% employer match about $127,249 at 4% or $84,833 at 6%.
2004115$1,486,423$177,001$11,800iApproximate average salary by contribution assumption: employee only about $295,002 at 4% or $196,668 at 6%; with 50% employer match about $196,668 at 4% or $131,112 at 6%; with 100% employer match about $147,501 at 4% or $98,334 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-15$1,486,423$177,001$11,800iApproximate average salary by contribution assumption: employee only about $295,002 at 4% or $196,668 at 6%; with 50% employer match about $196,668 at 4% or $131,112 at 6%; with 100% employer match about $147,501 at 4% or $98,334 at 6%.
2003115$1,117,863$185,410$12,361iApproximate average salary by contribution assumption: employee only about $309,017 at 4% or $206,011 at 6%; with 50% employer match about $206,011 at 4% or $137,341 at 6%; with 100% employer match about $154,508 at 4% or $103,006 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-15$1,117,863$185,410$12,361iApproximate average salary by contribution assumption: employee only about $309,017 at 4% or $206,011 at 6%; with 50% employer match about $206,011 at 4% or $137,341 at 6%; with 100% employer match about $154,508 at 4% or $103,006 at 6%.
2002212$697,075$174,579$14,548iApproximate average salary by contribution assumption: employee only about $363,706 at 4% or $242,471 at 6%; with 50% employer match about $242,471 at 4% or $161,647 at 6%; with 100% employer match about $181,853 at 4% or $121,235 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-12$697,075$174,579$14,548iApproximate average salary by contribution assumption: employee only about $363,706 at 4% or $242,471 at 6%; with 50% employer match about $242,471 at 4% or $161,647 at 6%; with 100% employer match about $181,853 at 4% or $121,235 at 6%.
Welborne & White Dentistry Partnership Pension Plan & Trust-0---
200129$0$0-
Welborne & White Dentistry Partnership Pension Plan & Trust-9---
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-9---
200026$499,454$90,160$15,027iApproximate average salary by contribution assumption: employee only about $375,667 at 4% or $250,444 at 6%; with 50% employer match about $250,444 at 4% or $166,963 at 6%; with 100% employer match about $187,833 at 4% or $125,222 at 6%.
Welborne & White Dentistry Partnership Pension Plan & Trust-6$404,130$45,344$7,557iApproximate average salary by contribution assumption: employee only about $188,933 at 4% or $125,956 at 6%; with 50% employer match about $125,956 at 4% or $83,970 at 6%; with 100% employer match about $94,467 at 4% or $62,978 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-6$95,324$44,816$7,469iApproximate average salary by contribution assumption: employee only about $186,733 at 4% or $124,489 at 6%; with 50% employer match about $124,489 at 4% or $82,993 at 6%; with 100% employer match about $93,367 at 4% or $62,244 at 6%.
1999110$46,536$44,788$4,479iApproximate average salary by contribution assumption: employee only about $111,970 at 4% or $74,647 at 6%; with 50% employer match about $74,647 at 4% or $49,764 at 6%; with 100% employer match about $55,985 at 4% or $37,323 at 6%.
Welborne & White Dentistry Partnership 401K Profit Sharing Plan-10$46,536$44,788$4,479iApproximate average salary by contribution assumption: employee only about $111,970 at 4% or $74,647 at 6%; with 50% employer match about $74,647 at 4% or $49,764 at 6%; with 100% employer match about $55,985 at 4% or $37,323 at 6%.