Civic Intelligence

PATTY, LYBRAND & RICCIUTI, D.D.S., P.A.

Plan context: Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust

EIN 56-2221330 • Monroe, NC • 28 filings • 4 plans

1851 Wellness Blvd.Monroe, NC 28110
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$5,372,407

2024 Contributions

$722,756

Historical Graphs

Total Assets Over Time

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

$8,522,450$4,261,225$0200820162024YearValue
$5,372,407Latest year 2024

Participants Over Time

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

32160200720162024YearValue
32Latest 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
2024132$5,372,407$722,756$22,586iApproximate average salary by contribution assumption: employee only about $564,653 at 4% or $376,435 at 6%; with 50% employer match about $376,435 at 4% or $250,957 at 6%; with 100% employer match about $282,327 at 4% or $188,218 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-32$5,372,407$722,756$22,586iApproximate average salary by contribution assumption: employee only about $564,653 at 4% or $376,435 at 6%; with 50% employer match about $376,435 at 4% or $250,957 at 6%; with 100% employer match about $282,327 at 4% or $188,218 at 6%.
2023227$4,425,863$170,294$6,307iApproximate average salary by contribution assumption: employee only about $157,680 at 4% or $105,120 at 6%; with 50% employer match about $105,120 at 4% or $70,080 at 6%; with 100% employer match about $78,840 at 4% or $52,560 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-27$4,425,863$170,294$6,307iApproximate average salary by contribution assumption: employee only about $157,680 at 4% or $105,120 at 6%; with 50% employer match about $105,120 at 4% or $70,080 at 6%; with 100% employer match about $78,840 at 4% or $52,560 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-0$0$0-
2022224$5,582,257$646,075$26,920iApproximate average salary by contribution assumption: employee only about $672,995 at 4% or $448,663 at 6%; with 50% employer match about $448,663 at 4% or $299,109 at 6%; with 100% employer match about $336,497 at 4% or $224,332 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-24$3,679,337$237,226$9,884iApproximate average salary by contribution assumption: employee only about $247,110 at 4% or $164,740 at 6%; with 50% employer match about $164,740 at 4% or $109,827 at 6%; with 100% employer match about $123,555 at 4% or $82,370 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-19$1,902,920$408,849$21,518iApproximate average salary by contribution assumption: employee only about $537,959 at 4% or $358,639 at 6%; with 50% employer match about $358,639 at 4% or $239,093 at 6%; with 100% employer match about $268,980 at 4% or $179,320 at 6%.
2021219$8,522,450$499,828$26,307iApproximate average salary by contribution assumption: employee only about $657,668 at 4% or $438,446 at 6%; with 50% employer match about $438,446 at 4% or $292,297 at 6%; with 100% employer match about $328,834 at 4% or $219,223 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-19$6,787,777$185,633$9,770iApproximate average salary by contribution assumption: employee only about $244,254 at 4% or $162,836 at 6%; with 50% employer match about $162,836 at 4% or $108,557 at 6%; with 100% employer match about $122,127 at 4% or $81,418 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-17$1,734,673$314,195$18,482iApproximate average salary by contribution assumption: employee only about $462,051 at 4% or $308,034 at 6%; with 50% employer match about $308,034 at 4% or $205,356 at 6%; with 100% employer match about $231,026 at 4% or $154,017 at 6%.
2020220$7,154,509$484,469$24,223iApproximate average salary by contribution assumption: employee only about $605,586 at 4% or $403,724 at 6%; with 50% employer match about $403,724 at 4% or $269,149 at 6%; with 100% employer match about $302,793 at 4% or $201,862 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-20$5,814,862$175,113$8,756iApproximate average salary by contribution assumption: employee only about $218,891 at 4% or $145,928 at 6%; with 50% employer match about $145,928 at 4% or $97,285 at 6%; with 100% employer match about $109,446 at 4% or $72,964 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-19$1,339,647$309,356$16,282iApproximate average salary by contribution assumption: employee only about $407,047 at 4% or $271,365 at 6%; with 50% employer match about $271,365 at 4% or $180,910 at 6%; with 100% employer match about $203,524 at 4% or $135,682 at 6%.
2019220$5,616,035$481,338$24,067iApproximate average salary by contribution assumption: employee only about $601,673 at 4% or $401,115 at 6%; with 50% employer match about $401,115 at 4% or $267,410 at 6%; with 100% employer match about $300,836 at 4% or $200,558 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-20$4,695,952$189,993$9,500iApproximate average salary by contribution assumption: employee only about $237,491 at 4% or $158,328 at 6%; with 50% employer match about $158,328 at 4% or $105,552 at 6%; with 100% employer match about $118,746 at 4% or $79,164 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-17$920,083$291,345$17,138iApproximate average salary by contribution assumption: employee only about $428,449 at 4% or $285,632 at 6%; with 50% employer match about $285,632 at 4% or $190,422 at 6%; with 100% employer match about $214,224 at 4% or $142,816 at 6%.
2018221$4,208,760$428,282$20,394iApproximate average salary by contribution assumption: employee only about $509,860 at 4% or $339,906 at 6%; with 50% employer match about $339,906 at 4% or $226,604 at 6%; with 100% employer match about $254,930 at 4% or $169,953 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-21$3,640,981$131,023$6,239iApproximate average salary by contribution assumption: employee only about $155,980 at 4% or $103,987 at 6%; with 50% employer match about $103,987 at 4% or $69,324 at 6%; with 100% employer match about $77,990 at 4% or $51,993 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-18$567,779$297,259$16,514iApproximate average salary by contribution assumption: employee only about $412,860 at 4% or $275,240 at 6%; with 50% employer match about $275,240 at 4% or $183,493 at 6%; with 100% employer match about $206,430 at 4% or $137,620 at 6%.
2017220$4,041,695$460,162$23,008iApproximate average salary by contribution assumption: employee only about $575,203 at 4% or $383,468 at 6%; with 50% employer match about $383,468 at 4% or $255,646 at 6%; with 100% employer match about $287,601 at 4% or $191,734 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-20$3,756,095$174,562$8,728iApproximate average salary by contribution assumption: employee only about $218,203 at 4% or $145,468 at 6%; with 50% employer match about $145,468 at 4% or $96,979 at 6%; with 100% employer match about $109,101 at 4% or $72,734 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-17$285,600$285,600$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
2016117$2,987,491$141,998$8,353iApproximate average salary by contribution assumption: employee only about $208,821 at 4% or $139,214 at 6%; with 50% employer match about $139,214 at 4% or $92,809 at 6%; with 100% employer match about $104,410 at 4% or $69,607 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-17$2,987,491$141,998$8,353iApproximate average salary by contribution assumption: employee only about $208,821 at 4% or $139,214 at 6%; with 50% employer match about $139,214 at 4% or $92,809 at 6%; with 100% employer match about $104,410 at 4% or $69,607 at 6%.
2015116$2,695,002$104,446$6,528iApproximate average salary by contribution assumption: employee only about $163,197 at 4% or $108,798 at 6%; with 50% employer match about $108,798 at 4% or $72,532 at 6%; with 100% employer match about $81,598 at 4% or $54,399 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-16$2,695,002$104,446$6,528iApproximate average salary by contribution assumption: employee only about $163,197 at 4% or $108,798 at 6%; with 50% employer match about $108,798 at 4% or $72,532 at 6%; with 100% employer match about $81,598 at 4% or $54,399 at 6%.
2014115$2,541,813$150,632$10,042iApproximate average salary by contribution assumption: employee only about $251,053 at 4% or $167,369 at 6%; with 50% employer match about $167,369 at 4% or $111,579 at 6%; with 100% employer match about $125,527 at 4% or $83,684 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-15$2,541,813$150,632$10,042iApproximate average salary by contribution assumption: employee only about $251,053 at 4% or $167,369 at 6%; with 50% employer match about $167,369 at 4% or $111,579 at 6%; with 100% employer match about $125,527 at 4% or $83,684 at 6%.
2013116$2,271,012$680,021$42,501iApproximate average salary by contribution assumption: employee only about $1,062,533 at 4% or $708,355 at 6%; with 50% employer match about $708,355 at 4% or $472,237 at 6%; with 100% employer match about $531,266 at 4% or $354,178 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-16$2,271,012$680,021$42,501iApproximate average salary by contribution assumption: employee only about $1,062,533 at 4% or $708,355 at 6%; with 50% employer match about $708,355 at 4% or $472,237 at 6%; with 100% employer match about $531,266 at 4% or $354,178 at 6%.
2012221$1,594,061$115,379$5,494iApproximate average salary by contribution assumption: employee only about $137,356 at 4% or $91,571 at 6%; with 50% employer match about $91,571 at 4% or $61,047 at 6%; with 100% employer match about $68,678 at 4% or $45,785 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-21$1,594,061$115,379$5,494iApproximate average salary by contribution assumption: employee only about $137,356 at 4% or $91,571 at 6%; with 50% employer match about $91,571 at 4% or $61,047 at 6%; with 100% employer match about $68,678 at 4% or $45,785 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-0$0$0-
2011219$1,521,938$107,531$5,660iApproximate average salary by contribution assumption: employee only about $141,488 at 4% or $94,325 at 6%; with 50% employer match about $94,325 at 4% or $62,884 at 6%; with 100% employer match about $70,744 at 4% or $47,163 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-19$1,346,428$107,531$5,660iApproximate average salary by contribution assumption: employee only about $141,488 at 4% or $94,325 at 6%; with 50% employer match about $94,325 at 4% or $62,884 at 6%; with 100% employer match about $70,744 at 4% or $47,163 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-18$175,510$0-
2010213$1,433,597$99,151$7,627iApproximate average salary by contribution assumption: employee only about $190,675 at 4% or $127,117 at 6%; with 50% employer match about $127,117 at 4% or $84,744 at 6%; with 100% employer match about $95,338 at 4% or $63,558 at 6%.
Steven R. Patty, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-12$1,251,186$99,151$8,263iApproximate average salary by contribution assumption: employee only about $206,565 at 4% or $137,710 at 6%; with 50% employer match about $137,710 at 4% or $91,806 at 6%; with 100% employer match about $103,282 at 4% or $68,855 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-13$182,411$0-
2009112$164,347$0-
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-12$164,347$0-
2008111$134,122$82,340$7,485iApproximate average salary by contribution assumption: employee only about $187,136 at 4% or $124,758 at 6%; with 50% employer match about $124,758 at 4% or $83,172 at 6%; with 100% employer match about $93,568 at 4% or $62,379 at 6%.
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-11$134,122$82,340$7,485iApproximate average salary by contribution assumption: employee only about $187,136 at 4% or $124,758 at 6%; with 50% employer match about $124,758 at 4% or $83,172 at 6%; with 100% employer match about $93,568 at 4% or $62,379 at 6%.
2007111$0$0-
STEVEN R. PATTY, D.D.S., P.A. CASH BALANCE PENSION PLAN-11---