Civic Intelligence

Fisher & Ma Dentistry Partnership

Plan context: Dilworth Family Dentistry Retirement Plan & Trust

EIN 56-2280251 • Charlotte, NC • 10 filings • 1 plans

4600 Park Road, Suite 425Charlotte, NC 28209
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,249,009

2024 Contributions

$71,676

Historical Graphs

Total Assets Over Time

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

$6,733,944$3,366,972$0201520202024YearValue
$2,249,009Latest year 2024

Participants Over Time

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

1370201520202024YearValue
8Latest 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
202418$2,249,009$71,676$8,960iApproximate average salary by contribution assumption: employee only about $223,988 at 4% or $149,325 at 6%; with 50% employer match about $149,325 at 4% or $99,550 at 6%; with 100% employer match about $111,994 at 4% or $74,663 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-8$2,249,009$71,676$8,960iApproximate average salary by contribution assumption: employee only about $223,988 at 4% or $149,325 at 6%; with 50% employer match about $149,325 at 4% or $99,550 at 6%; with 100% employer match about $111,994 at 4% or $74,663 at 6%.
2023111$2,172,926$117,551$10,686iApproximate average salary by contribution assumption: employee only about $267,161 at 4% or $178,108 at 6%; with 50% employer match about $178,108 at 4% or $118,738 at 6%; with 100% employer match about $133,581 at 4% or $89,054 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-11$2,172,926$117,551$10,686iApproximate average salary by contribution assumption: employee only about $267,161 at 4% or $178,108 at 6%; with 50% employer match about $178,108 at 4% or $118,738 at 6%; with 100% employer match about $133,581 at 4% or $89,054 at 6%.
2022113$1,956,655$107,494$8,269iApproximate average salary by contribution assumption: employee only about $206,719 at 4% or $137,813 at 6%; with 50% employer match about $137,813 at 4% or $91,875 at 6%; with 100% employer match about $103,360 at 4% or $68,906 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-13$1,956,655$107,494$8,269iApproximate average salary by contribution assumption: employee only about $206,719 at 4% or $137,813 at 6%; with 50% employer match about $137,813 at 4% or $91,875 at 6%; with 100% employer match about $103,360 at 4% or $68,906 at 6%.
2021113$3,040,647$219,355$16,873iApproximate average salary by contribution assumption: employee only about $421,837 at 4% or $281,224 at 6%; with 50% employer match about $281,224 at 4% or $187,483 at 6%; with 100% employer match about $210,918 at 4% or $140,612 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-13$3,040,647$219,355$16,873iApproximate average salary by contribution assumption: employee only about $421,837 at 4% or $281,224 at 6%; with 50% employer match about $281,224 at 4% or $187,483 at 6%; with 100% employer match about $210,918 at 4% or $140,612 at 6%.
2020113$6,733,944$119,707$9,208iApproximate average salary by contribution assumption: employee only about $230,206 at 4% or $153,471 at 6%; with 50% employer match about $153,471 at 4% or $102,314 at 6%; with 100% employer match about $115,103 at 4% or $76,735 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-13$6,733,944$119,707$9,208iApproximate average salary by contribution assumption: employee only about $230,206 at 4% or $153,471 at 6%; with 50% employer match about $153,471 at 4% or $102,314 at 6%; with 100% employer match about $115,103 at 4% or $76,735 at 6%.
2019112$5,830,960$115,428$9,619iApproximate average salary by contribution assumption: employee only about $240,475 at 4% or $160,317 at 6%; with 50% employer match about $160,317 at 4% or $106,878 at 6%; with 100% employer match about $120,238 at 4% or $80,158 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-12$5,830,960$115,428$9,619iApproximate average salary by contribution assumption: employee only about $240,475 at 4% or $160,317 at 6%; with 50% employer match about $160,317 at 4% or $106,878 at 6%; with 100% employer match about $120,238 at 4% or $80,158 at 6%.
2018111$4,612,702$112,443$10,222iApproximate average salary by contribution assumption: employee only about $255,552 at 4% or $170,368 at 6%; with 50% employer match about $170,368 at 4% or $113,579 at 6%; with 100% employer match about $127,776 at 4% or $85,184 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-11$4,612,702$112,443$10,222iApproximate average salary by contribution assumption: employee only about $255,552 at 4% or $170,368 at 6%; with 50% employer match about $170,368 at 4% or $113,579 at 6%; with 100% employer match about $127,776 at 4% or $85,184 at 6%.
2017110$4,973,616$105,294$10,529iApproximate average salary by contribution assumption: employee only about $263,235 at 4% or $175,490 at 6%; with 50% employer match about $175,490 at 4% or $116,993 at 6%; with 100% employer match about $131,618 at 4% or $87,745 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-10$4,973,616$105,294$10,529iApproximate average salary by contribution assumption: employee only about $263,235 at 4% or $175,490 at 6%; with 50% employer match about $175,490 at 4% or $116,993 at 6%; with 100% employer match about $131,618 at 4% or $87,745 at 6%.
2016110$4,243,888$128,740$12,874iApproximate average salary by contribution assumption: employee only about $321,850 at 4% or $214,567 at 6%; with 50% employer match about $214,567 at 4% or $143,044 at 6%; with 100% employer match about $160,925 at 4% or $107,283 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-10$4,243,888$128,740$12,874iApproximate average salary by contribution assumption: employee only about $321,850 at 4% or $214,567 at 6%; with 50% employer match about $214,567 at 4% or $143,044 at 6%; with 100% employer match about $160,925 at 4% or $107,283 at 6%.
2015112$4,107,475$109,065$9,089iApproximate average salary by contribution assumption: employee only about $227,219 at 4% or $151,479 at 6%; with 50% employer match about $151,479 at 4% or $100,986 at 6%; with 100% employer match about $113,609 at 4% or $75,740 at 6%.
Dilworth Family Dentistry Retirement Plan & Trust-12$4,107,475$109,065$9,089iApproximate average salary by contribution assumption: employee only about $227,219 at 4% or $151,479 at 6%; with 50% employer match about $151,479 at 4% or $100,986 at 6%; with 100% employer match about $113,609 at 4% or $75,740 at 6%.