Civic Intelligence

James D. Whitehead, III DMD Ms, P.A.

Plan context: James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan

EIN 58-2447109 • Lexington, SC • 32 filings • 3 plans

203 Mallard Lakes DriveLexington, SC 29072
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,217,533

2024 Contributions

$244,484

Historical Graphs

Total Assets Over Time

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

$4,217,533$2,108,767$0200220132024YearValue
$4,217,533Latest year 2024

Participants Over Time

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

20100200220132024YearValue
20Latest 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
2024220$4,217,533$244,484$12,224iApproximate average salary by contribution assumption: employee only about $305,605 at 4% or $203,737 at 6%; with 50% employer match about $203,737 at 4% or $135,824 at 6%; with 100% employer match about $152,803 at 4% or $101,868 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-20$3,046,210$121,564$6,078iApproximate average salary by contribution assumption: employee only about $151,955 at 4% or $101,303 at 6%; with 50% employer match about $101,303 at 4% or $67,536 at 6%; with 100% employer match about $75,978 at 4% or $50,652 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-18$1,171,323$122,920$6,829iApproximate average salary by contribution assumption: employee only about $170,722 at 4% or $113,815 at 6%; with 50% employer match about $113,815 at 4% or $75,877 at 6%; with 100% employer match about $85,361 at 4% or $56,907 at 6%.
2023217$3,828,539$236,340$13,902iApproximate average salary by contribution assumption: employee only about $347,559 at 4% or $231,706 at 6%; with 50% employer match about $231,706 at 4% or $154,471 at 6%; with 100% employer match about $173,779 at 4% or $115,853 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-16$2,818,320$115,463$7,216iApproximate average salary by contribution assumption: employee only about $180,411 at 4% or $120,274 at 6%; with 50% employer match about $120,274 at 4% or $80,183 at 6%; with 100% employer match about $90,205 at 4% or $60,137 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-17$1,010,219$120,877$7,110iApproximate average salary by contribution assumption: employee only about $177,760 at 4% or $118,507 at 6%; with 50% employer match about $118,507 at 4% or $79,005 at 6%; with 100% employer match about $88,880 at 4% or $59,253 at 6%.
2022217$3,216,496$233,722$13,748iApproximate average salary by contribution assumption: employee only about $343,709 at 4% or $229,139 at 6%; with 50% employer match about $229,139 at 4% or $152,759 at 6%; with 100% employer match about $171,854 at 4% or $114,570 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-17$2,399,655$112,442$6,614iApproximate average salary by contribution assumption: employee only about $165,356 at 4% or $110,237 at 6%; with 50% employer match about $110,237 at 4% or $73,492 at 6%; with 100% employer match about $82,678 at 4% or $55,119 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-16$816,841$121,280$7,580iApproximate average salary by contribution assumption: employee only about $189,500 at 4% or $126,333 at 6%; with 50% employer match about $126,333 at 4% or $84,222 at 6%; with 100% employer match about $94,750 at 4% or $63,167 at 6%.
2021216$3,517,669$223,331$13,958iApproximate average salary by contribution assumption: employee only about $348,955 at 4% or $232,636 at 6%; with 50% employer match about $232,636 at 4% or $155,091 at 6%; with 100% employer match about $174,477 at 4% or $116,318 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-15$2,704,054$104,139$6,943iApproximate average salary by contribution assumption: employee only about $173,565 at 4% or $115,710 at 6%; with 50% employer match about $115,710 at 4% or $77,140 at 6%; with 100% employer match about $86,783 at 4% or $57,855 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-16$813,615$119,192$7,450iApproximate average salary by contribution assumption: employee only about $186,238 at 4% or $124,158 at 6%; with 50% employer match about $124,158 at 4% or $82,772 at 6%; with 100% employer match about $93,119 at 4% or $62,079 at 6%.
2020215$2,993,896$218,159$14,544iApproximate average salary by contribution assumption: employee only about $363,598 at 4% or $242,399 at 6%; with 50% employer match about $242,399 at 4% or $161,599 at 6%; with 100% employer match about $181,799 at 4% or $121,199 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-15$2,308,469$97,331$6,489iApproximate average salary by contribution assumption: employee only about $162,218 at 4% or $108,146 at 6%; with 50% employer match about $108,146 at 4% or $72,097 at 6%; with 100% employer match about $81,109 at 4% or $54,073 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-13$685,427$120,828$9,294iApproximate average salary by contribution assumption: employee only about $232,362 at 4% or $154,908 at 6%; with 50% employer match about $154,908 at 4% or $103,272 at 6%; with 100% employer match about $116,181 at 4% or $77,454 at 6%.
2019212$2,574,897$209,028$17,419iApproximate average salary by contribution assumption: employee only about $435,475 at 4% or $290,317 at 6%; with 50% employer match about $290,317 at 4% or $193,544 at 6%; with 100% employer match about $217,738 at 4% or $145,158 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-12$2,059,402$86,491$7,208iApproximate average salary by contribution assumption: employee only about $180,190 at 4% or $120,126 at 6%; with 50% employer match about $120,126 at 4% or $80,084 at 6%; with 100% employer match about $90,095 at 4% or $60,063 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-12$515,495$122,537$10,211iApproximate average salary by contribution assumption: employee only about $255,285 at 4% or $170,190 at 6%; with 50% employer match about $170,190 at 4% or $113,460 at 6%; with 100% employer match about $127,643 at 4% or $85,095 at 6%.
2018212$2,045,945$242,397$20,200iApproximate average salary by contribution assumption: employee only about $504,994 at 4% or $336,663 at 6%; with 50% employer match about $336,663 at 4% or $224,442 at 6%; with 100% employer match about $252,497 at 4% or $168,331 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-12$1,701,581$127,004$10,584iApproximate average salary by contribution assumption: employee only about $264,592 at 4% or $176,394 at 6%; with 50% employer match about $176,394 at 4% or $117,596 at 6%; with 100% employer match about $132,296 at 4% or $88,197 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-12$344,364$115,393$9,616iApproximate average salary by contribution assumption: employee only about $240,402 at 4% or $160,268 at 6%; with 50% employer match about $160,268 at 4% or $106,845 at 6%; with 100% employer match about $120,201 at 4% or $80,134 at 6%.
2017213$1,966,150$229,079$17,621iApproximate average salary by contribution assumption: employee only about $440,537 at 4% or $293,691 at 6%; with 50% employer match about $293,691 at 4% or $195,794 at 6%; with 100% employer match about $220,268 at 4% or $146,846 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-13$1,720,971$109,451$8,419iApproximate average salary by contribution assumption: employee only about $210,483 at 4% or $140,322 at 6%; with 50% employer match about $140,322 at 4% or $93,548 at 6%; with 100% employer match about $105,241 at 4% or $70,161 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-11$245,179$119,628$10,875iApproximate average salary by contribution assumption: employee only about $271,882 at 4% or $181,255 at 6%; with 50% employer match about $181,255 at 4% or $120,836 at 6%; with 100% employer match about $135,941 at 4% or $90,627 at 6%.
2016212$1,590,151$228,579$19,048iApproximate average salary by contribution assumption: employee only about $476,206 at 4% or $317,471 at 6%; with 50% employer match about $317,471 at 4% or $211,647 at 6%; with 100% employer match about $238,103 at 4% or $158,735 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-12$1,470,885$109,313$9,109iApproximate average salary by contribution assumption: employee only about $227,735 at 4% or $151,824 at 6%; with 50% employer match about $151,824 at 4% or $101,216 at 6%; with 100% employer match about $113,868 at 4% or $75,912 at 6%.
James D. Whitehead, III DMD Ms, P.A. Cash Balance Pension Plan-12$119,266$119,266$9,939iApproximate average salary by contribution assumption: employee only about $248,471 at 4% or $165,647 at 6%; with 50% employer match about $165,647 at 4% or $110,431 at 6%; with 100% employer match about $124,235 at 4% or $82,824 at 6%.
2015112$1,365,588$121,200$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-12$1,365,588$121,200$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
2014114$1,326,605$114,041$8,146iApproximate average salary by contribution assumption: employee only about $203,645 at 4% or $135,763 at 6%; with 50% employer match about $135,763 at 4% or $90,509 at 6%; with 100% employer match about $101,822 at 4% or $67,882 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-14$1,326,605$114,041$8,146iApproximate average salary by contribution assumption: employee only about $203,645 at 4% or $135,763 at 6%; with 50% employer match about $135,763 at 4% or $90,509 at 6%; with 100% employer match about $101,822 at 4% or $67,882 at 6%.
2013114$1,172,475$113,031$8,074iApproximate average salary by contribution assumption: employee only about $201,841 at 4% or $134,561 at 6%; with 50% employer match about $134,561 at 4% or $89,707 at 6%; with 100% employer match about $100,921 at 4% or $67,280 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-14$1,172,475$113,031$8,074iApproximate average salary by contribution assumption: employee only about $201,841 at 4% or $134,561 at 6%; with 50% employer match about $134,561 at 4% or $89,707 at 6%; with 100% employer match about $100,921 at 4% or $67,280 at 6%.
2012113$1,036,117$108,902$8,377iApproximate average salary by contribution assumption: employee only about $209,427 at 4% or $139,618 at 6%; with 50% employer match about $139,618 at 4% or $93,079 at 6%; with 100% employer match about $104,713 at 4% or $69,809 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-13$1,036,117$108,902$8,377iApproximate average salary by contribution assumption: employee only about $209,427 at 4% or $139,618 at 6%; with 50% employer match about $139,618 at 4% or $93,079 at 6%; with 100% employer match about $104,713 at 4% or $69,809 at 6%.
2011112$852,490$100,883$8,407iApproximate average salary by contribution assumption: employee only about $210,173 at 4% or $140,115 at 6%; with 50% employer match about $140,115 at 4% or $93,410 at 6%; with 100% employer match about $105,086 at 4% or $70,058 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-12$852,490$100,883$8,407iApproximate average salary by contribution assumption: employee only about $210,173 at 4% or $140,115 at 6%; with 50% employer match about $140,115 at 4% or $93,410 at 6%; with 100% employer match about $105,086 at 4% or $70,058 at 6%.
2010115$808,284$97,210$6,481iApproximate average salary by contribution assumption: employee only about $162,017 at 4% or $108,011 at 6%; with 50% employer match about $108,011 at 4% or $72,007 at 6%; with 100% employer match about $81,008 at 4% or $54,006 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-15$808,284$97,210$6,481iApproximate average salary by contribution assumption: employee only about $162,017 at 4% or $108,011 at 6%; with 50% employer match about $108,011 at 4% or $72,007 at 6%; with 100% employer match about $81,008 at 4% or $54,006 at 6%.
2009115$647,773$97,657$6,510iApproximate average salary by contribution assumption: employee only about $162,762 at 4% or $108,508 at 6%; with 50% employer match about $108,508 at 4% or $72,339 at 6%; with 100% employer match about $81,381 at 4% or $54,254 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-15$647,773$97,657$6,510iApproximate average salary by contribution assumption: employee only about $162,762 at 4% or $108,508 at 6%; with 50% employer match about $108,508 at 4% or $72,339 at 6%; with 100% employer match about $81,381 at 4% or $54,254 at 6%.
2008112$444,874$108,163$9,014iApproximate average salary by contribution assumption: employee only about $225,340 at 4% or $150,226 at 6%; with 50% employer match about $150,226 at 4% or $100,151 at 6%; with 100% employer match about $112,670 at 4% or $75,113 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-12$444,874$108,163$9,014iApproximate average salary by contribution assumption: employee only about $225,340 at 4% or $150,226 at 6%; with 50% employer match about $150,226 at 4% or $100,151 at 6%; with 100% employer match about $112,670 at 4% or $75,113 at 6%.
200717$528,655$77,366$11,052iApproximate average salary by contribution assumption: employee only about $276,307 at 4% or $184,205 at 6%; with 50% employer match about $184,205 at 4% or $122,803 at 6%; with 100% employer match about $138,154 at 4% or $92,102 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-7$528,655$77,366$11,052iApproximate average salary by contribution assumption: employee only about $276,307 at 4% or $184,205 at 6%; with 50% employer match about $184,205 at 4% or $122,803 at 6%; with 100% employer match about $138,154 at 4% or $92,102 at 6%.
200618$436,510$85,251$10,656iApproximate average salary by contribution assumption: employee only about $266,409 at 4% or $177,606 at 6%; with 50% employer match about $177,606 at 4% or $118,404 at 6%; with 100% employer match about $133,205 at 4% or $88,803 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-8$436,510$85,251$10,656iApproximate average salary by contribution assumption: employee only about $266,409 at 4% or $177,606 at 6%; with 50% employer match about $177,606 at 4% or $118,404 at 6%; with 100% employer match about $133,205 at 4% or $88,803 at 6%.
200516$319,174$71,630$11,938iApproximate average salary by contribution assumption: employee only about $298,458 at 4% or $198,972 at 6%; with 50% employer match about $198,972 at 4% or $132,648 at 6%; with 100% employer match about $149,229 at 4% or $99,486 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-6$319,174$71,630$11,938iApproximate average salary by contribution assumption: employee only about $298,458 at 4% or $198,972 at 6%; with 50% employer match about $198,972 at 4% or $132,648 at 6%; with 100% employer match about $149,229 at 4% or $99,486 at 6%.
200415$235,230$77,712$15,542iApproximate average salary by contribution assumption: employee only about $388,560 at 4% or $259,040 at 6%; with 50% employer match about $259,040 at 4% or $172,693 at 6%; with 100% employer match about $194,280 at 4% or $129,520 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-5$235,230$77,712$15,542iApproximate average salary by contribution assumption: employee only about $388,560 at 4% or $259,040 at 6%; with 50% employer match about $259,040 at 4% or $172,693 at 6%; with 100% employer match about $194,280 at 4% or $129,520 at 6%.
200314$142,931$63,517$15,879iApproximate average salary by contribution assumption: employee only about $396,981 at 4% or $264,654 at 6%; with 50% employer match about $264,654 at 4% or $176,436 at 6%; with 100% employer match about $198,491 at 4% or $132,327 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-4$142,931$63,517$15,879iApproximate average salary by contribution assumption: employee only about $396,981 at 4% or $264,654 at 6%; with 50% employer match about $264,654 at 4% or $176,436 at 6%; with 100% employer match about $198,491 at 4% or $132,327 at 6%.
200214$62,579$63,008$15,752iApproximate average salary by contribution assumption: employee only about $393,800 at 4% or $262,533 at 6%; with 50% employer match about $262,533 at 4% or $175,022 at 6%; with 100% employer match about $196,900 at 4% or $131,267 at 6%.
James D. Whitehead, III DMD Ms, P.A. 401(K) Profit Sharing Plan-4$62,579$63,008$15,752iApproximate average salary by contribution assumption: employee only about $393,800 at 4% or $262,533 at 6%; with 50% employer match about $262,533 at 4% or $175,022 at 6%; with 100% employer match about $196,900 at 4% or $131,267 at 6%.