Civic Intelligence

White and Haines Advanced Dentistry

Plan context: White & Haines Advanced Dentistry Retirement Plan & Trust

EIN 57-1162501 • Cornelius, NC • 10 filings • 1 plans

9725 Caldwell Commons CircleCornelius, NC 28031
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$7,468,409

2024 Contributions

$425,432

Historical Graphs

Total Assets Over Time

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

$7,468,409$3,734,205$0201520202024YearValue
$7,468,409Latest year 2024

Participants Over Time

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

31160201520202024YearValue
31Latest 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
2024131$7,468,409$425,432$13,724iApproximate average salary by contribution assumption: employee only about $343,090 at 4% or $228,727 at 6%; with 50% employer match about $228,727 at 4% or $152,485 at 6%; with 100% employer match about $171,545 at 4% or $114,363 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-31$7,468,409$425,432$13,724iApproximate average salary by contribution assumption: employee only about $343,090 at 4% or $228,727 at 6%; with 50% employer match about $228,727 at 4% or $152,485 at 6%; with 100% employer match about $171,545 at 4% or $114,363 at 6%.
2023126$6,283,650$252,782$9,722iApproximate average salary by contribution assumption: employee only about $243,060 at 4% or $162,040 at 6%; with 50% employer match about $162,040 at 4% or $108,026 at 6%; with 100% employer match about $121,530 at 4% or $81,020 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-26$6,283,650$252,782$9,722iApproximate average salary by contribution assumption: employee only about $243,060 at 4% or $162,040 at 6%; with 50% employer match about $162,040 at 4% or $108,026 at 6%; with 100% employer match about $121,530 at 4% or $81,020 at 6%.
2022126$5,200,616$149,808$5,762iApproximate average salary by contribution assumption: employee only about $144,046 at 4% or $96,031 at 6%; with 50% employer match about $96,031 at 4% or $64,021 at 6%; with 100% employer match about $72,023 at 4% or $48,015 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-26$5,200,616$149,808$5,762iApproximate average salary by contribution assumption: employee only about $144,046 at 4% or $96,031 at 6%; with 50% employer match about $96,031 at 4% or $64,021 at 6%; with 100% employer match about $72,023 at 4% or $48,015 at 6%.
2021126$6,058,956$256,359$9,860iApproximate average salary by contribution assumption: employee only about $246,499 at 4% or $164,333 at 6%; with 50% employer match about $164,333 at 4% or $109,555 at 6%; with 100% employer match about $123,250 at 4% or $82,166 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-26$6,058,956$256,359$9,860iApproximate average salary by contribution assumption: employee only about $246,499 at 4% or $164,333 at 6%; with 50% employer match about $164,333 at 4% or $109,555 at 6%; with 100% employer match about $123,250 at 4% or $82,166 at 6%.
2020126$5,177,981$228,574$8,791iApproximate average salary by contribution assumption: employee only about $219,783 at 4% or $146,522 at 6%; with 50% employer match about $146,522 at 4% or $97,681 at 6%; with 100% employer match about $109,891 at 4% or $73,261 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-26$5,177,981$228,574$8,791iApproximate average salary by contribution assumption: employee only about $219,783 at 4% or $146,522 at 6%; with 50% employer match about $146,522 at 4% or $97,681 at 6%; with 100% employer match about $109,891 at 4% or $73,261 at 6%.
2019123$4,319,681$230,078$10,003iApproximate average salary by contribution assumption: employee only about $250,085 at 4% or $166,723 at 6%; with 50% employer match about $166,723 at 4% or $111,149 at 6%; with 100% employer match about $125,042 at 4% or $83,362 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-23$4,319,681$230,078$10,003iApproximate average salary by contribution assumption: employee only about $250,085 at 4% or $166,723 at 6%; with 50% employer match about $166,723 at 4% or $111,149 at 6%; with 100% employer match about $125,042 at 4% or $83,362 at 6%.
2018121$3,449,903$213,952$10,188iApproximate average salary by contribution assumption: employee only about $254,705 at 4% or $169,803 at 6%; with 50% employer match about $169,803 at 4% or $113,202 at 6%; with 100% employer match about $127,352 at 4% or $84,902 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-21$3,449,903$213,952$10,188iApproximate average salary by contribution assumption: employee only about $254,705 at 4% or $169,803 at 6%; with 50% employer match about $169,803 at 4% or $113,202 at 6%; with 100% employer match about $127,352 at 4% or $84,902 at 6%.
2017117$3,477,428$304,874$17,934iApproximate average salary by contribution assumption: employee only about $448,344 at 4% or $298,896 at 6%; with 50% employer match about $298,896 at 4% or $199,264 at 6%; with 100% employer match about $224,172 at 4% or $149,448 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-17$3,477,428$304,874$17,934iApproximate average salary by contribution assumption: employee only about $448,344 at 4% or $298,896 at 6%; with 50% employer match about $298,896 at 4% or $199,264 at 6%; with 100% employer match about $224,172 at 4% or $149,448 at 6%.
2016115$2,770,446$194,961$12,997iApproximate average salary by contribution assumption: employee only about $324,935 at 4% or $216,623 at 6%; with 50% employer match about $216,623 at 4% or $144,416 at 6%; with 100% employer match about $162,468 at 4% or $108,312 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-15$2,770,446$194,961$12,997iApproximate average salary by contribution assumption: employee only about $324,935 at 4% or $216,623 at 6%; with 50% employer match about $216,623 at 4% or $144,416 at 6%; with 100% employer match about $162,468 at 4% or $108,312 at 6%.
2015113$2,425,396$197,143$15,165iApproximate average salary by contribution assumption: employee only about $379,121 at 4% or $252,747 at 6%; with 50% employer match about $252,747 at 4% or $168,498 at 6%; with 100% employer match about $189,561 at 4% or $126,374 at 6%.
White & Haines Advanced Dentistry Retirement Plan & Trust-13$2,425,396$197,143$15,165iApproximate average salary by contribution assumption: employee only about $379,121 at 4% or $252,747 at 6%; with 50% employer match about $252,747 at 4% or $168,498 at 6%; with 100% employer match about $189,561 at 4% or $126,374 at 6%.