Civic Intelligence

Wesley B. Smith, D.D.S., P.A.

Plan context: Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust

EIN 56-2220186 • Apex, NC • 29 filings • 3 plans

2077 New Hope Church RoadApex, NC 27523
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,669,201

2024 Contributions

$109,904

Historical Graphs

Total Assets Over Time

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

$3,669,201$1,834,601$0200120132024YearValue
$3,669,201Latest year 2024

Participants Over Time

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

1050200120132024YearValue
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
202429$3,669,201$109,904$12,212iApproximate average salary by contribution assumption: employee only about $305,289 at 4% or $203,526 at 6%; with 50% employer match about $203,526 at 4% or $135,684 at 6%; with 100% employer match about $152,644 at 4% or $101,763 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$3,669,201$109,904$12,212iApproximate average salary by contribution assumption: employee only about $305,289 at 4% or $203,526 at 6%; with 50% employer match about $203,526 at 4% or $135,684 at 6%; with 100% employer match about $152,644 at 4% or $101,763 at 6%.
WESLEY B. SMITH, D.D.S., P.A. CASH BALANCE PLAN-0$0$0-
202329$3,459,942$200,355$22,262iApproximate average salary by contribution assumption: employee only about $556,542 at 4% or $371,028 at 6%; with 50% employer match about $371,028 at 4% or $247,352 at 6%; with 100% employer match about $278,271 at 4% or $185,514 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$3,101,942$84,965$9,441iApproximate average salary by contribution assumption: employee only about $236,014 at 4% or $157,343 at 6%; with 50% employer match about $157,343 at 4% or $104,895 at 6%; with 100% employer match about $118,007 at 4% or $78,671 at 6%.
WESLEY B. SMITH, D.D.S., P.A. CASH BALANCE PLAN-8$358,000$115,390$14,424iApproximate average salary by contribution assumption: employee only about $360,594 at 4% or $240,396 at 6%; with 50% employer match about $240,396 at 4% or $160,264 at 6%; with 100% employer match about $180,297 at 4% or $120,198 at 6%.
202227$2,846,494$164,956$23,565iApproximate average salary by contribution assumption: employee only about $589,129 at 4% or $392,752 at 6%; with 50% employer match about $392,752 at 4% or $261,835 at 6%; with 100% employer match about $294,564 at 4% or $196,376 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-7$2,613,910$91,472$13,067iApproximate average salary by contribution assumption: employee only about $326,686 at 4% or $217,790 at 6%; with 50% employer match about $217,790 at 4% or $145,194 at 6%; with 100% employer match about $163,343 at 4% or $108,895 at 6%.
WESLEY B. SMITH, D. D. S. , P. A. CASH BALANCE PLAN-6$232,584$73,484$12,247iApproximate average salary by contribution assumption: employee only about $306,183 at 4% or $204,122 at 6%; with 50% employer match about $204,122 at 4% or $136,081 at 6%; with 100% employer match about $153,092 at 4% or $102,061 at 6%.
202129$3,120,498$154,063$17,118iApproximate average salary by contribution assumption: employee only about $427,953 at 4% or $285,302 at 6%; with 50% employer match about $285,302 at 4% or $190,201 at 6%; with 100% employer match about $213,976 at 4% or $142,651 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$2,953,105$81,851$9,095iApproximate average salary by contribution assumption: employee only about $227,364 at 4% or $151,576 at 6%; with 50% employer match about $151,576 at 4% or $101,051 at 6%; with 100% employer match about $113,682 at 4% or $75,788 at 6%.
WESLEY B. SMITH, D. D. S. , P. A. CASH BALANCE PLAN-6$167,393$72,212$12,035iApproximate average salary by contribution assumption: employee only about $300,883 at 4% or $200,589 at 6%; with 50% employer match about $200,589 at 4% or $133,726 at 6%; with 100% employer match about $150,442 at 4% or $100,294 at 6%.
202029$2,753,308$180,834$20,093iApproximate average salary by contribution assumption: employee only about $502,317 at 4% or $334,878 at 6%; with 50% employer match about $334,878 at 4% or $223,252 at 6%; with 100% employer match about $251,158 at 4% or $167,439 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$2,659,994$87,520$9,724iApproximate average salary by contribution assumption: employee only about $243,111 at 4% or $162,074 at 6%; with 50% employer match about $162,074 at 4% or $108,049 at 6%; with 100% employer match about $121,556 at 4% or $81,037 at 6%.
WESLEY B. SMITH, D. D. S. , P. A. CASH BALANCE PLAN-6$93,314$93,314$15,552iApproximate average salary by contribution assumption: employee only about $388,808 at 4% or $259,206 at 6%; with 50% employer match about $259,206 at 4% or $172,804 at 6%; with 100% employer match about $194,404 at 4% or $129,603 at 6%.
201917$2,607,997$103,650$14,807iApproximate average salary by contribution assumption: employee only about $370,179 at 4% or $246,786 at 6%; with 50% employer match about $246,786 at 4% or $164,524 at 6%; with 100% employer match about $185,089 at 4% or $123,393 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-7$2,607,997$103,650$14,807iApproximate average salary by contribution assumption: employee only about $370,179 at 4% or $246,786 at 6%; with 50% employer match about $246,786 at 4% or $164,524 at 6%; with 100% employer match about $185,089 at 4% or $123,393 at 6%.
201819$2,062,760$114,037$12,671iApproximate average salary by contribution assumption: employee only about $316,769 at 4% or $211,180 at 6%; with 50% employer match about $211,180 at 4% or $140,786 at 6%; with 100% employer match about $158,385 at 4% or $105,590 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$2,062,760$114,037$12,671iApproximate average salary by contribution assumption: employee only about $316,769 at 4% or $211,180 at 6%; with 50% employer match about $211,180 at 4% or $140,786 at 6%; with 100% employer match about $158,385 at 4% or $105,590 at 6%.
201719$2,059,274$172,232$19,137iApproximate average salary by contribution assumption: employee only about $478,422 at 4% or $318,948 at 6%; with 50% employer match about $318,948 at 4% or $212,632 at 6%; with 100% employer match about $239,211 at 4% or $159,474 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$2,059,274$172,232$19,137iApproximate average salary by contribution assumption: employee only about $478,422 at 4% or $318,948 at 6%; with 50% employer match about $318,948 at 4% or $212,632 at 6%; with 100% employer match about $239,211 at 4% or $159,474 at 6%.
2016110$1,612,996$84,177$8,418iApproximate average salary by contribution assumption: employee only about $210,443 at 4% or $140,295 at 6%; with 50% employer match about $140,295 at 4% or $93,530 at 6%; with 100% employer match about $105,221 at 4% or $70,148 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-10$1,612,996$84,177$8,418iApproximate average salary by contribution assumption: employee only about $210,443 at 4% or $140,295 at 6%; with 50% employer match about $140,295 at 4% or $93,530 at 6%; with 100% employer match about $105,221 at 4% or $70,148 at 6%.
201519$1,431,349$85,407$9,490iApproximate average salary by contribution assumption: employee only about $237,242 at 4% or $158,161 at 6%; with 50% employer match about $158,161 at 4% or $105,441 at 6%; with 100% employer match about $118,621 at 4% or $79,081 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$1,431,349$85,407$9,490iApproximate average salary by contribution assumption: employee only about $237,242 at 4% or $158,161 at 6%; with 50% employer match about $158,161 at 4% or $105,441 at 6%; with 100% employer match about $118,621 at 4% or $79,081 at 6%.
2014110$1,505,274$78,729$7,873iApproximate average salary by contribution assumption: employee only about $196,823 at 4% or $131,215 at 6%; with 50% employer match about $131,215 at 4% or $87,477 at 6%; with 100% employer match about $98,411 at 4% or $65,608 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-10$1,505,274$78,729$7,873iApproximate average salary by contribution assumption: employee only about $196,823 at 4% or $131,215 at 6%; with 50% employer match about $131,215 at 4% or $87,477 at 6%; with 100% employer match about $98,411 at 4% or $65,608 at 6%.
201319$1,349,937$98,451$10,939iApproximate average salary by contribution assumption: employee only about $273,475 at 4% or $182,317 at 6%; with 50% employer match about $182,317 at 4% or $121,544 at 6%; with 100% employer match about $136,738 at 4% or $91,158 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$1,349,937$98,451$10,939iApproximate average salary by contribution assumption: employee only about $273,475 at 4% or $182,317 at 6%; with 50% employer match about $182,317 at 4% or $121,544 at 6%; with 100% employer match about $136,738 at 4% or $91,158 at 6%.
201216$1,243,383$86,363$14,394iApproximate average salary by contribution assumption: employee only about $359,846 at 4% or $239,897 at 6%; with 50% employer match about $239,897 at 4% or $159,931 at 6%; with 100% employer match about $179,923 at 4% or $119,949 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-6$1,243,383$86,363$14,394iApproximate average salary by contribution assumption: employee only about $359,846 at 4% or $239,897 at 6%; with 50% employer match about $239,897 at 4% or $159,931 at 6%; with 100% employer match about $179,923 at 4% or $119,949 at 6%.
201119$1,214,696$98,479$10,942iApproximate average salary by contribution assumption: employee only about $273,553 at 4% or $182,369 at 6%; with 50% employer match about $182,369 at 4% or $121,579 at 6%; with 100% employer match about $136,776 at 4% or $91,184 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$1,214,696$98,479$10,942iApproximate average salary by contribution assumption: employee only about $273,553 at 4% or $182,369 at 6%; with 50% employer match about $182,369 at 4% or $121,579 at 6%; with 100% employer match about $136,776 at 4% or $91,184 at 6%.
201019$1,110,061$71,174$7,908iApproximate average salary by contribution assumption: employee only about $197,706 at 4% or $131,804 at 6%; with 50% employer match about $131,804 at 4% or $87,869 at 6%; with 100% employer match about $98,853 at 4% or $65,902 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$1,110,061$71,174$7,908iApproximate average salary by contribution assumption: employee only about $197,706 at 4% or $131,804 at 6%; with 50% employer match about $131,804 at 4% or $87,869 at 6%; with 100% employer match about $98,853 at 4% or $65,902 at 6%.
200919$916,888$68,520$7,613iApproximate average salary by contribution assumption: employee only about $190,333 at 4% or $126,889 at 6%; with 50% employer match about $126,889 at 4% or $84,593 at 6%; with 100% employer match about $95,167 at 4% or $63,444 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$916,888$68,520$7,613iApproximate average salary by contribution assumption: employee only about $190,333 at 4% or $126,889 at 6%; with 50% employer match about $126,889 at 4% or $84,593 at 6%; with 100% employer match about $95,167 at 4% or $63,444 at 6%.
200819$673,014$68,520$7,613iApproximate average salary by contribution assumption: employee only about $190,333 at 4% or $126,889 at 6%; with 50% employer match about $126,889 at 4% or $84,593 at 6%; with 100% employer match about $95,167 at 4% or $63,444 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$673,014$68,520$7,613iApproximate average salary by contribution assumption: employee only about $190,333 at 4% or $126,889 at 6%; with 50% employer match about $126,889 at 4% or $84,593 at 6%; with 100% employer match about $95,167 at 4% or $63,444 at 6%.
200719$912,880$110,484$12,276iApproximate average salary by contribution assumption: employee only about $306,900 at 4% or $204,600 at 6%; with 50% employer match about $204,600 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$912,880$110,484$12,276iApproximate average salary by contribution assumption: employee only about $306,900 at 4% or $204,600 at 6%; with 50% employer match about $204,600 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%.
200619$727,197$103,869$11,541iApproximate average salary by contribution assumption: employee only about $288,525 at 4% or $192,350 at 6%; with 50% employer match about $192,350 at 4% or $128,233 at 6%; with 100% employer match about $144,263 at 4% or $96,175 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-9$727,197$103,869$11,541iApproximate average salary by contribution assumption: employee only about $288,525 at 4% or $192,350 at 6%; with 50% employer match about $192,350 at 4% or $128,233 at 6%; with 100% employer match about $144,263 at 4% or $96,175 at 6%.
200518$541,989$58,651$7,331iApproximate average salary by contribution assumption: employee only about $183,284 at 4% or $122,190 at 6%; with 50% employer match about $122,190 at 4% or $81,460 at 6%; with 100% employer match about $91,642 at 4% or $61,095 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-8$541,989$58,651$7,331iApproximate average salary by contribution assumption: employee only about $183,284 at 4% or $122,190 at 6%; with 50% employer match about $122,190 at 4% or $81,460 at 6%; with 100% employer match about $91,642 at 4% or $61,095 at 6%.
200418$454,967$53,878$6,735iApproximate average salary by contribution assumption: employee only about $168,369 at 4% or $112,246 at 6%; with 50% employer match about $112,246 at 4% or $74,831 at 6%; with 100% employer match about $84,184 at 4% or $56,123 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-8$454,967$53,878$6,735iApproximate average salary by contribution assumption: employee only about $168,369 at 4% or $112,246 at 6%; with 50% employer match about $112,246 at 4% or $74,831 at 6%; with 100% employer match about $84,184 at 4% or $56,123 at 6%.
200317$392,336$80,556$11,508iApproximate average salary by contribution assumption: employee only about $287,700 at 4% or $191,800 at 6%; with 50% employer match about $191,800 at 4% or $127,867 at 6%; with 100% employer match about $143,850 at 4% or $95,900 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-7$392,336$80,556$11,508iApproximate average salary by contribution assumption: employee only about $287,700 at 4% or $191,800 at 6%; with 50% employer match about $191,800 at 4% or $127,867 at 6%; with 100% employer match about $143,850 at 4% or $95,900 at 6%.
200218$249,685$66,645$8,331iApproximate average salary by contribution assumption: employee only about $208,266 at 4% or $138,844 at 6%; with 50% employer match about $138,844 at 4% or $92,563 at 6%; with 100% employer match about $104,133 at 4% or $69,422 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-8$249,685$66,645$8,331iApproximate average salary by contribution assumption: employee only about $208,266 at 4% or $138,844 at 6%; with 50% employer match about $138,844 at 4% or $92,563 at 6%; with 100% employer match about $104,133 at 4% or $69,422 at 6%.
200118$252,200$59,010$7,376iApproximate average salary by contribution assumption: employee only about $184,406 at 4% or $122,938 at 6%; with 50% employer match about $122,938 at 4% or $81,958 at 6%; with 100% employer match about $92,203 at 4% or $61,469 at 6%.
Wesley B. Smith, D.D.S., P.A. 401K Profit Sharing Plan & Trust-8$252,200$59,010$7,376iApproximate average salary by contribution assumption: employee only about $184,406 at 4% or $122,938 at 6%; with 50% employer match about $122,938 at 4% or $81,958 at 6%; with 100% employer match about $92,203 at 4% or $61,469 at 6%.