George B. Shuping, D.D.S., M.S., P.A.
Plan context: George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust
EIN 56-2146811 • Mooresville, NC • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$5,303,077
2024 Contributions
$260,287
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 10 | $5,303,077 | $260,287 | $26,029iApproximate average salary by contribution assumption: employee only about $650,718 at 4% or $433,812 at 6%; with 50% employer match about $433,812 at 4% or $289,208 at 6%; with 100% employer match about $325,359 at 4% or $216,906 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 10 | $4,702,967 | $135,287 | $13,529iApproximate average salary by contribution assumption: employee only about $338,218 at 4% or $225,478 at 6%; with 50% employer match about $225,478 at 4% or $150,319 at 6%; with 100% employer match about $169,109 at 4% or $112,739 at 6%. |
| George B. Shuping, D.D.S., M.S., P.A. Cash Balance Plan & Trust | - | 8 | $600,110 | $125,000 | $15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%. |
| 2023 | 2 | 8 | $4,609,317 | $251,883 | $31,485iApproximate average salary by contribution assumption: employee only about $787,134 at 4% or $524,756 at 6%; with 50% employer match about $524,756 at 4% or $349,838 at 6%; with 100% employer match about $393,567 at 4% or $262,378 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 8 | $4,167,073 | $107,944 | $13,493iApproximate average salary by contribution assumption: employee only about $337,325 at 4% or $224,883 at 6%; with 50% employer match about $224,883 at 4% or $149,922 at 6%; with 100% employer match about $168,663 at 4% or $112,442 at 6%. |
| George B. Shuping, D.D.S., M.S., P.A. Cash Balance Plan & Trust | - | 7 | $442,244 | $143,939 | $20,563iApproximate average salary by contribution assumption: employee only about $514,068 at 4% or $342,712 at 6%; with 50% employer match about $342,712 at 4% or $228,475 at 6%; with 100% employer match about $257,034 at 4% or $171,356 at 6%. |
| 2022 | 2 | 9 | $3,741,293 | $244,373 | $27,153iApproximate average salary by contribution assumption: employee only about $678,814 at 4% or $452,543 at 6%; with 50% employer match about $452,543 at 4% or $301,695 at 6%; with 100% employer match about $339,407 at 4% or $226,271 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 9 | $3,476,130 | $102,788 | $11,421iApproximate average salary by contribution assumption: employee only about $285,522 at 4% or $190,348 at 6%; with 50% employer match about $190,348 at 4% or $126,899 at 6%; with 100% employer match about $142,761 at 4% or $95,174 at 6%. |
| George B. Shuping, D.D.S., M.S., P.A. Cash Balance Plan & Trust | - | 7 | $265,163 | $141,585 | $20,226iApproximate average salary by contribution assumption: employee only about $505,661 at 4% or $337,107 at 6%; with 50% employer match about $337,107 at 4% or $224,738 at 6%; with 100% employer match about $252,830 at 4% or $168,554 at 6%. |
| 2021 | 2 | 7 | $4,459,509 | $220,151 | $31,450iApproximate average salary by contribution assumption: employee only about $786,254 at 4% or $524,169 at 6%; with 50% employer match about $524,169 at 4% or $349,446 at 6%; with 100% employer match about $393,127 at 4% or $262,085 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $4,329,279 | $89,921 | $12,846iApproximate average salary by contribution assumption: employee only about $321,146 at 4% or $214,098 at 6%; with 50% employer match about $214,098 at 4% or $142,732 at 6%; with 100% employer match about $160,573 at 4% or $107,049 at 6%. |
| George B. Shuping, D.D.S., M.S., P.A. Cash Balance Plan & Trust | - | 5 | $130,230 | $130,230 | $26,046iApproximate average salary by contribution assumption: employee only about $651,150 at 4% or $434,100 at 6%; with 50% employer match about $434,100 at 4% or $289,400 at 6%; with 100% employer match about $325,575 at 4% or $217,050 at 6%. |
| 2020 | 1 | 6 | $3,845,483 | $122,399 | $20,400iApproximate average salary by contribution assumption: employee only about $509,996 at 4% or $339,997 at 6%; with 50% employer match about $339,997 at 4% or $226,665 at 6%; with 100% employer match about $254,998 at 4% or $169,999 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $3,845,483 | $122,399 | $20,400iApproximate average salary by contribution assumption: employee only about $509,996 at 4% or $339,997 at 6%; with 50% employer match about $339,997 at 4% or $226,665 at 6%; with 100% employer match about $254,998 at 4% or $169,999 at 6%. |
| 2019 | 1 | 6 | $2,947,576 | $110,048 | $18,341iApproximate average salary by contribution assumption: employee only about $458,533 at 4% or $305,689 at 6%; with 50% employer match about $305,689 at 4% or $203,793 at 6%; with 100% employer match about $229,267 at 4% or $152,844 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $2,947,576 | $110,048 | $18,341iApproximate average salary by contribution assumption: employee only about $458,533 at 4% or $305,689 at 6%; with 50% employer match about $305,689 at 4% or $203,793 at 6%; with 100% employer match about $229,267 at 4% or $152,844 at 6%. |
| 2018 | 1 | 7 | $2,228,174 | $101,360 | $14,480iApproximate average salary by contribution assumption: employee only about $362,000 at 4% or $241,333 at 6%; with 50% employer match about $241,333 at 4% or $160,889 at 6%; with 100% employer match about $181,000 at 4% or $120,667 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $2,228,174 | $101,360 | $14,480iApproximate average salary by contribution assumption: employee only about $362,000 at 4% or $241,333 at 6%; with 50% employer match about $241,333 at 4% or $160,889 at 6%; with 100% employer match about $181,000 at 4% or $120,667 at 6%. |
| 2017 | 1 | 7 | $2,311,168 | $97,939 | $13,991iApproximate average salary by contribution assumption: employee only about $349,782 at 4% or $233,188 at 6%; with 50% employer match about $233,188 at 4% or $155,459 at 6%; with 100% employer match about $174,891 at 4% or $116,594 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $2,311,168 | $97,939 | $13,991iApproximate average salary by contribution assumption: employee only about $349,782 at 4% or $233,188 at 6%; with 50% employer match about $233,188 at 4% or $155,459 at 6%; with 100% employer match about $174,891 at 4% or $116,594 at 6%. |
| 2016 | 1 | 8 | $1,779,826 | $98,294 | $12,287iApproximate average salary by contribution assumption: employee only about $307,169 at 4% or $204,779 at 6%; with 50% employer match about $204,779 at 4% or $136,519 at 6%; with 100% employer match about $153,584 at 4% or $102,390 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 8 | $1,779,826 | $98,294 | $12,287iApproximate average salary by contribution assumption: employee only about $307,169 at 4% or $204,779 at 6%; with 50% employer match about $204,779 at 4% or $136,519 at 6%; with 100% employer match about $153,584 at 4% or $102,390 at 6%. |
| 2015 | 1 | 7 | $1,566,775 | $94,406 | $13,487iApproximate average salary by contribution assumption: employee only about $337,164 at 4% or $224,776 at 6%; with 50% employer match about $224,776 at 4% or $149,851 at 6%; with 100% employer match about $168,582 at 4% or $112,388 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $1,566,775 | $94,406 | $13,487iApproximate average salary by contribution assumption: employee only about $337,164 at 4% or $224,776 at 6%; with 50% employer match about $224,776 at 4% or $149,851 at 6%; with 100% employer match about $168,582 at 4% or $112,388 at 6%. |
| 2014 | 1 | 7 | $1,665,101 | $94,263 | $13,466iApproximate average salary by contribution assumption: employee only about $336,654 at 4% or $224,436 at 6%; with 50% employer match about $224,436 at 4% or $149,624 at 6%; with 100% employer match about $168,327 at 4% or $112,218 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $1,665,101 | $94,263 | $13,466iApproximate average salary by contribution assumption: employee only about $336,654 at 4% or $224,436 at 6%; with 50% employer match about $224,436 at 4% or $149,624 at 6%; with 100% employer match about $168,327 at 4% or $112,218 at 6%. |
| 2013 | 1 | 6 | $1,497,145 | $92,954 | $15,492iApproximate average salary by contribution assumption: employee only about $387,308 at 4% or $258,206 at 6%; with 50% employer match about $258,206 at 4% or $172,137 at 6%; with 100% employer match about $193,654 at 4% or $129,103 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $1,497,145 | $92,954 | $15,492iApproximate average salary by contribution assumption: employee only about $387,308 at 4% or $258,206 at 6%; with 50% employer match about $258,206 at 4% or $172,137 at 6%; with 100% employer match about $193,654 at 4% or $129,103 at 6%. |
| 2012 | 1 | 6 | $1,117,399 | $82,290 | $13,715iApproximate average salary by contribution assumption: employee only about $342,875 at 4% or $228,583 at 6%; with 50% employer match about $228,583 at 4% or $152,389 at 6%; with 100% employer match about $171,438 at 4% or $114,292 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $1,117,399 | $82,290 | $13,715iApproximate average salary by contribution assumption: employee only about $342,875 at 4% or $228,583 at 6%; with 50% employer match about $228,583 at 4% or $152,389 at 6%; with 100% employer match about $171,438 at 4% or $114,292 at 6%. |
| 2011 | 1 | 7 | $944,121 | $93,765 | $13,395iApproximate average salary by contribution assumption: employee only about $334,875 at 4% or $223,250 at 6%; with 50% employer match about $223,250 at 4% or $148,833 at 6%; with 100% employer match about $167,438 at 4% or $111,625 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $944,121 | $93,765 | $13,395iApproximate average salary by contribution assumption: employee only about $334,875 at 4% or $223,250 at 6%; with 50% employer match about $223,250 at 4% or $148,833 at 6%; with 100% employer match about $167,438 at 4% or $111,625 at 6%. |
| 2010 | 1 | 7 | $903,371 | $110,054 | $15,722iApproximate average salary by contribution assumption: employee only about $393,050 at 4% or $262,033 at 6%; with 50% employer match about $262,033 at 4% or $174,689 at 6%; with 100% employer match about $196,525 at 4% or $131,017 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $903,371 | $110,054 | $15,722iApproximate average salary by contribution assumption: employee only about $393,050 at 4% or $262,033 at 6%; with 50% employer match about $262,033 at 4% or $174,689 at 6%; with 100% employer match about $196,525 at 4% or $131,017 at 6%. |
| 2009 | 1 | 8 | $691,941 | $97,034 | $12,129iApproximate average salary by contribution assumption: employee only about $303,231 at 4% or $202,154 at 6%; with 50% employer match about $202,154 at 4% or $134,769 at 6%; with 100% employer match about $151,616 at 4% or $101,077 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 8 | $691,941 | $97,034 | $12,129iApproximate average salary by contribution assumption: employee only about $303,231 at 4% or $202,154 at 6%; with 50% employer match about $202,154 at 4% or $134,769 at 6%; with 100% employer match about $151,616 at 4% or $101,077 at 6%. |
| 2008 | 1 | 7 | $460,865 | $93,820 | $13,403iApproximate average salary by contribution assumption: employee only about $335,071 at 4% or $223,381 at 6%; with 50% employer match about $223,381 at 4% or $148,921 at 6%; with 100% employer match about $167,536 at 4% or $111,690 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $460,865 | $93,820 | $13,403iApproximate average salary by contribution assumption: employee only about $335,071 at 4% or $223,381 at 6%; with 50% employer match about $223,381 at 4% or $148,921 at 6%; with 100% employer match about $167,536 at 4% or $111,690 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | - | - | - |
| 2006 | 1 | 7 | $450,133 | $90,714 | $12,959iApproximate average salary by contribution assumption: employee only about $323,979 at 4% or $215,986 at 6%; with 50% employer match about $215,986 at 4% or $143,990 at 6%; with 100% employer match about $161,989 at 4% or $107,993 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $450,133 | $90,714 | $12,959iApproximate average salary by contribution assumption: employee only about $323,979 at 4% or $215,986 at 6%; with 50% employer match about $215,986 at 4% or $143,990 at 6%; with 100% employer match about $161,989 at 4% or $107,993 at 6%. |
| 2005 | 1 | 5 | $320,235 | $62,860 | $12,572iApproximate average salary by contribution assumption: employee only about $314,300 at 4% or $209,533 at 6%; with 50% employer match about $209,533 at 4% or $139,689 at 6%; with 100% employer match about $157,150 at 4% or $104,767 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 5 | $320,235 | $62,860 | $12,572iApproximate average salary by contribution assumption: employee only about $314,300 at 4% or $209,533 at 6%; with 50% employer match about $209,533 at 4% or $139,689 at 6%; with 100% employer match about $157,150 at 4% or $104,767 at 6%. |
| 2004 | 1 | 4 | $238,865 | $58,613 | $14,653iApproximate average salary by contribution assumption: employee only about $366,331 at 4% or $244,221 at 6%; with 50% employer match about $244,221 at 4% or $162,814 at 6%; with 100% employer match about $183,166 at 4% or $122,110 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 4 | $238,865 | $58,613 | $14,653iApproximate average salary by contribution assumption: employee only about $366,331 at 4% or $244,221 at 6%; with 50% employer match about $244,221 at 4% or $162,814 at 6%; with 100% employer match about $183,166 at 4% or $122,110 at 6%. |
| 2003 | 1 | 5 | $163,971 | $55,750 | $11,150iApproximate average salary by contribution assumption: employee only about $278,750 at 4% or $185,833 at 6%; with 50% employer match about $185,833 at 4% or $123,889 at 6%; with 100% employer match about $139,375 at 4% or $92,917 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 5 | $163,971 | $55,750 | $11,150iApproximate average salary by contribution assumption: employee only about $278,750 at 4% or $185,833 at 6%; with 50% employer match about $185,833 at 4% or $123,889 at 6%; with 100% employer match about $139,375 at 4% or $92,917 at 6%. |
| 2002 | 1 | 3 | $95,876 | $38,745 | $12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 3 | $95,876 | $38,745 | $12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2000 | 1 | 3 | $24,063 | $24,501 | $8,167iApproximate average salary by contribution assumption: employee only about $204,175 at 4% or $136,117 at 6%; with 50% employer match about $136,117 at 4% or $90,744 at 6%; with 100% employer match about $102,088 at 4% or $68,058 at 6%. |
| George B. Shuping, Dds, Ms, Pa 401(K) Profit Sharing Plan & Trust | - | 3 | $24,063 | $24,501 | $8,167iApproximate average salary by contribution assumption: employee only about $204,175 at 4% or $136,117 at 6%; with 50% employer match about $136,117 at 4% or $90,744 at 6%; with 100% employer match about $102,088 at 4% or $68,058 at 6%. |