Civic Intelligence

Terry E. Callison, Dds, Ms, Pa

Plan context: Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust

EIN 56-2412089 • Cornelius, NC • 19 filings • 2 plans

19410 Jetton Rd, Suite 210Cornelius, NC 28031-4409
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$1,156,374

2023 Contributions

$75,027

Historical Graphs

Total Assets Over Time

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

$1,320,608$660,304$0200520142022YearValue
$1,156,374Latest year 2022

Participants Over Time

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

630200520142022YearValue
4Latest year 2022

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
202310$0$0-
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-0$0$0-
202214$1,156,374$75,027$18,757iApproximate average salary by contribution assumption: employee only about $468,919 at 4% or $312,613 at 6%; with 50% employer match about $312,613 at 4% or $208,408 at 6%; with 100% employer match about $234,459 at 4% or $156,306 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-4$1,156,374$75,027$18,757iApproximate average salary by contribution assumption: employee only about $468,919 at 4% or $312,613 at 6%; with 50% employer match about $312,613 at 4% or $208,408 at 6%; with 100% employer match about $234,459 at 4% or $156,306 at 6%.
202113$1,298,450$70,426$23,475iApproximate average salary by contribution assumption: employee only about $586,883 at 4% or $391,256 at 6%; with 50% employer match about $391,256 at 4% or $260,837 at 6%; with 100% employer match about $293,442 at 4% or $195,628 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-3$1,298,450$70,426$23,475iApproximate average salary by contribution assumption: employee only about $586,883 at 4% or $391,256 at 6%; with 50% employer match about $391,256 at 4% or $260,837 at 6%; with 100% employer match about $293,442 at 4% or $195,628 at 6%.
202015$1,320,608$73,008$14,602iApproximate average salary by contribution assumption: employee only about $365,040 at 4% or $243,360 at 6%; with 50% employer match about $243,360 at 4% or $162,240 at 6%; with 100% employer match about $182,520 at 4% or $121,680 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-5$1,320,608$73,008$14,602iApproximate average salary by contribution assumption: employee only about $365,040 at 4% or $243,360 at 6%; with 50% employer match about $243,360 at 4% or $162,240 at 6%; with 100% employer match about $182,520 at 4% or $121,680 at 6%.
201915$1,118,159$73,814$14,763iApproximate average salary by contribution assumption: employee only about $369,070 at 4% or $246,047 at 6%; with 50% employer match about $246,047 at 4% or $164,031 at 6%; with 100% employer match about $184,535 at 4% or $123,023 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-5$1,118,159$73,814$14,763iApproximate average salary by contribution assumption: employee only about $369,070 at 4% or $246,047 at 6%; with 50% employer match about $246,047 at 4% or $164,031 at 6%; with 100% employer match about $184,535 at 4% or $123,023 at 6%.
201816$951,584$80,304$13,384iApproximate average salary by contribution assumption: employee only about $334,600 at 4% or $223,067 at 6%; with 50% employer match about $223,067 at 4% or $148,711 at 6%; with 100% employer match about $167,300 at 4% or $111,533 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-6$951,584$80,304$13,384iApproximate average salary by contribution assumption: employee only about $334,600 at 4% or $223,067 at 6%; with 50% employer match about $223,067 at 4% or $148,711 at 6%; with 100% employer match about $167,300 at 4% or $111,533 at 6%.
201714$952,333$92,144$23,036iApproximate average salary by contribution assumption: employee only about $575,900 at 4% or $383,933 at 6%; with 50% employer match about $383,933 at 4% or $255,956 at 6%; with 100% employer match about $287,950 at 4% or $191,967 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-4$952,333$92,144$23,036iApproximate average salary by contribution assumption: employee only about $575,900 at 4% or $383,933 at 6%; with 50% employer match about $383,933 at 4% or $255,956 at 6%; with 100% employer match about $287,950 at 4% or $191,967 at 6%.
201614$775,297$81,285$20,321iApproximate average salary by contribution assumption: employee only about $508,031 at 4% or $338,688 at 6%; with 50% employer match about $338,688 at 4% or $225,792 at 6%; with 100% employer match about $254,016 at 4% or $169,344 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-4$775,297$81,285$20,321iApproximate average salary by contribution assumption: employee only about $508,031 at 4% or $338,688 at 6%; with 50% employer match about $338,688 at 4% or $225,792 at 6%; with 100% employer match about $254,016 at 4% or $169,344 at 6%.
201515$651,740$79,398$15,880iApproximate average salary by contribution assumption: employee only about $396,990 at 4% or $264,660 at 6%; with 50% employer match about $264,660 at 4% or $176,440 at 6%; with 100% employer match about $198,495 at 4% or $132,330 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-5$651,740$79,398$15,880iApproximate average salary by contribution assumption: employee only about $396,990 at 4% or $264,660 at 6%; with 50% employer match about $264,660 at 4% or $176,440 at 6%; with 100% employer match about $198,495 at 4% or $132,330 at 6%.
201415$607,864$77,704$15,541iApproximate average salary by contribution assumption: employee only about $388,520 at 4% or $259,013 at 6%; with 50% employer match about $259,013 at 4% or $172,676 at 6%; with 100% employer match about $194,260 at 4% or $129,507 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-5$607,864$77,704$15,541iApproximate average salary by contribution assumption: employee only about $388,520 at 4% or $259,013 at 6%; with 50% employer match about $259,013 at 4% or $172,676 at 6%; with 100% employer match about $194,260 at 4% or $129,507 at 6%.
201313$519,153$56,598$18,866iApproximate average salary by contribution assumption: employee only about $471,650 at 4% or $314,433 at 6%; with 50% employer match about $314,433 at 4% or $209,622 at 6%; with 100% employer match about $235,825 at 4% or $157,217 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-3$519,153$56,598$18,866iApproximate average salary by contribution assumption: employee only about $471,650 at 4% or $314,433 at 6%; with 50% employer match about $314,433 at 4% or $209,622 at 6%; with 100% employer match about $235,825 at 4% or $157,217 at 6%.
201214$412,168$49,845$12,461iApproximate average salary by contribution assumption: employee only about $311,531 at 4% or $207,688 at 6%; with 50% employer match about $207,688 at 4% or $138,458 at 6%; with 100% employer match about $155,766 at 4% or $103,844 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-4$412,168$49,845$12,461iApproximate average salary by contribution assumption: employee only about $311,531 at 4% or $207,688 at 6%; with 50% employer match about $207,688 at 4% or $138,458 at 6%; with 100% employer match about $155,766 at 4% or $103,844 at 6%.
201113$327,731$49,381$16,460iApproximate average salary by contribution assumption: employee only about $411,508 at 4% or $274,339 at 6%; with 50% employer match about $274,339 at 4% or $182,893 at 6%; with 100% employer match about $205,754 at 4% or $137,169 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-3$327,731$49,381$16,460iApproximate average salary by contribution assumption: employee only about $411,508 at 4% or $274,339 at 6%; with 50% employer match about $274,339 at 4% or $182,893 at 6%; with 100% employer match about $205,754 at 4% or $137,169 at 6%.
201011$292,274$54,586$54,586iApproximate average salary by contribution assumption: employee only about $1,364,650 at 4% or $909,767 at 6%; with 50% employer match about $909,767 at 4% or $606,511 at 6%; with 100% employer match about $682,325 at 4% or $454,883 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-1$292,274$54,586$54,586iApproximate average salary by contribution assumption: employee only about $1,364,650 at 4% or $909,767 at 6%; with 50% employer match about $909,767 at 4% or $606,511 at 6%; with 100% employer match about $682,325 at 4% or $454,883 at 6%.
200913$357,127$77,098$25,699iApproximate average salary by contribution assumption: employee only about $642,483 at 4% or $428,322 at 6%; with 50% employer match about $428,322 at 4% or $285,548 at 6%; with 100% employer match about $321,242 at 4% or $214,161 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-3$357,127$77,098$25,699iApproximate average salary by contribution assumption: employee only about $642,483 at 4% or $428,322 at 6%; with 50% employer match about $428,322 at 4% or $285,548 at 6%; with 100% employer match about $321,242 at 4% or $214,161 at 6%.
200816$235,716$73,552$12,259iApproximate average salary by contribution assumption: employee only about $306,467 at 4% or $204,311 at 6%; with 50% employer match about $204,311 at 4% or $136,207 at 6%; with 100% employer match about $153,233 at 4% or $102,156 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-6$235,716$73,552$12,259iApproximate average salary by contribution assumption: employee only about $306,467 at 4% or $204,311 at 6%; with 50% employer match about $204,311 at 4% or $136,207 at 6%; with 100% employer match about $153,233 at 4% or $102,156 at 6%.
200715$280,827$78,697$15,739iApproximate average salary by contribution assumption: employee only about $393,485 at 4% or $262,323 at 6%; with 50% employer match about $262,323 at 4% or $174,882 at 6%; with 100% employer match about $196,743 at 4% or $131,162 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-5$280,827$78,697$15,739iApproximate average salary by contribution assumption: employee only about $393,485 at 4% or $262,323 at 6%; with 50% employer match about $262,323 at 4% or $174,882 at 6%; with 100% employer match about $196,743 at 4% or $131,162 at 6%.
200614$0$0-
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-4---
200514$98,861$98,376$24,594iApproximate average salary by contribution assumption: employee only about $614,850 at 4% or $409,900 at 6%; with 50% employer match about $409,900 at 4% or $273,267 at 6%; with 100% employer match about $307,425 at 4% or $204,950 at 6%.
Terry E. Callison, D.D.S., M.S., P.A. Retirement Plan & Trust-4$98,861$98,376$24,594iApproximate average salary by contribution assumption: employee only about $614,850 at 4% or $409,900 at 6%; with 50% employer match about $409,900 at 4% or $273,267 at 6%; with 100% employer match about $307,425 at 4% or $204,950 at 6%.