Civic Intelligence

Stephen D. Carter, Dds LLC

Plan context: STEPHEN D. CARTER, D.D.S., LLC PROFIT SHARING PLAN

EIN 58-2589039 • Snellville, GA • 20 filings • 5 plans

1608 Tree LaneBuilding B, Suite 203Snellville, GA 30078
Current Snapshot

Latest Year

2020

2020 Participants

13

2020 Assets

$625,709

2020 Contributions

$1,334

Historical Graphs

Total Assets Over Time

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

$2,411,361$1,205,681$0200120082019YearValue
$625,709Latest year 2019

Participants Over Time

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

1470200120082019YearValue
13Latest year 2019

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
202020$0$0-
Stephen D. Carter, Dds LLC Cb Plan-0$0$0-
STEPHEN D. CARTER, D.D.S., LLC PROFIT SHARING PLAN-0$0--
2019213$625,709$1,334$103iApproximate average salary by contribution assumption: employee only about $2,565 at 4% or $1,710 at 6%; with 50% employer match about $1,710 at 4% or $1,140 at 6%; with 100% employer match about $1,283 at 4% or $855 at 6%.
STEPHEN D. CARTER, D.D.S., LLC PROFIT SHARING PLAN-13$347,850--
Stephen D. Carter, Dds LLC Cb Plan-13$277,859$1,334$103iApproximate average salary by contribution assumption: employee only about $2,565 at 4% or $1,710 at 6%; with 50% employer match about $1,710 at 4% or $1,140 at 6%; with 100% employer match about $1,283 at 4% or $855 at 6%.
2018214$592,322$115,000$8,214iApproximate average salary by contribution assumption: employee only about $205,357 at 4% or $136,905 at 6%; with 50% employer match about $136,905 at 4% or $91,270 at 6%; with 100% employer match about $102,679 at 4% or $68,452 at 6%.
STEPHEN D. CARTER, D.D.S., LLC PROFIT SHARING PLAN-14$325,994$27,470$1,962iApproximate average salary by contribution assumption: employee only about $49,054 at 4% or $32,702 at 6%; with 50% employer match about $32,702 at 4% or $21,802 at 6%; with 100% employer match about $24,527 at 4% or $16,351 at 6%.
Stephen D. Carter, Dds LLC Cb Plan-14$266,328$87,530$6,252iApproximate average salary by contribution assumption: employee only about $156,304 at 4% or $104,202 at 6%; with 50% employer match about $104,202 at 4% or $69,468 at 6%; with 100% employer match about $78,152 at 4% or $52,101 at 6%.
2017213$519,180$314,494$24,192iApproximate average salary by contribution assumption: employee only about $604,796 at 4% or $403,197 at 6%; with 50% employer match about $403,197 at 4% or $268,798 at 6%; with 100% employer match about $302,398 at 4% or $201,599 at 6%.
STEPHEN D. CARTER, D.D.S., LLC PROFIT SHARING PLAN-11$317,267$203,704$18,519iApproximate average salary by contribution assumption: employee only about $462,964 at 4% or $308,642 at 6%; with 50% employer match about $308,642 at 4% or $205,762 at 6%; with 100% employer match about $231,482 at 4% or $154,321 at 6%.
Stephen D. Carter, Dds LLC Cb Plan-13$201,913$110,790$8,522iApproximate average salary by contribution assumption: employee only about $213,058 at 4% or $142,038 at 6%; with 50% employer match about $142,038 at 4% or $94,692 at 6%; with 100% employer match about $106,529 at 4% or $71,019 at 6%.
2016112$266,385$118,834$9,903iApproximate average salary by contribution assumption: employee only about $247,571 at 4% or $165,047 at 6%; with 50% employer match about $165,047 at 4% or $110,031 at 6%; with 100% employer match about $123,785 at 4% or $82,524 at 6%.
Stephen D. Carter, Dds LLC Cb Plan-12$266,385$118,834$9,903iApproximate average salary by contribution assumption: employee only about $247,571 at 4% or $165,047 at 6%; with 50% employer match about $165,047 at 4% or $110,031 at 6%; with 100% employer match about $123,785 at 4% or $82,524 at 6%.
201519$160,874$130,000$14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%.
Stephen D. Carter, Dds LLC Cb Plan-9$160,874$130,000$14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%.
2014112$150,000$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Stephen D. Carter, Dds LLC Cb Plan-12$150,000$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200910$0$0-
STEPHEN D. CARTER, D.D.S., LLC DEFINED BENEFIT PLAN-0$0$0-
200814$1,573,692$199,351$49,838iApproximate average salary by contribution assumption: employee only about $1,245,944 at 4% or $830,629 at 6%; with 50% employer match about $830,629 at 4% or $553,753 at 6%; with 100% employer match about $622,972 at 4% or $415,315 at 6%.
STEPHEN D. CARTER, D.D.S., LLC DEFINED BENEFIT PLAN-4$1,573,692$199,351$49,838iApproximate average salary by contribution assumption: employee only about $1,245,944 at 4% or $830,629 at 6%; with 50% employer match about $830,629 at 4% or $553,753 at 6%; with 100% employer match about $622,972 at 4% or $415,315 at 6%.
200718$1,915,778$403,000$50,375iApproximate average salary by contribution assumption: employee only about $1,259,375 at 4% or $839,583 at 6%; with 50% employer match about $839,583 at 4% or $559,722 at 6%; with 100% employer match about $629,688 at 4% or $419,792 at 6%.
STEPHEN D. CARTER, D.D.S., LLC DEFINED BENEFIT PLAN-8$1,915,778$403,000$50,375iApproximate average salary by contribution assumption: employee only about $1,259,375 at 4% or $839,583 at 6%; with 50% employer match about $839,583 at 4% or $559,722 at 6%; with 100% employer match about $629,688 at 4% or $419,792 at 6%.
200615$2,043,703$363,000$72,600iApproximate average salary by contribution assumption: employee only about $1,815,000 at 4% or $1,210,000 at 6%; with 50% employer match about $1,210,000 at 4% or $806,667 at 6%; with 100% employer match about $907,500 at 4% or $605,000 at 6%.
STEPHEN D. CARTER, D.D.S., LLC DEFINED BENEFIT PLAN-5$2,043,703$363,000$72,600iApproximate average salary by contribution assumption: employee only about $1,815,000 at 4% or $1,210,000 at 6%; with 50% employer match about $1,210,000 at 4% or $806,667 at 6%; with 100% employer match about $907,500 at 4% or $605,000 at 6%.
200515$2,411,361$226,850$45,370iApproximate average salary by contribution assumption: employee only about $1,134,250 at 4% or $756,167 at 6%; with 50% employer match about $756,167 at 4% or $504,111 at 6%; with 100% employer match about $567,125 at 4% or $378,083 at 6%.
STEPHEN D. CARTER, D.D.S., LLC DEFINED BENEFIT PLAN-5$2,411,361$226,850$45,370iApproximate average salary by contribution assumption: employee only about $1,134,250 at 4% or $756,167 at 6%; with 50% employer match about $756,167 at 4% or $504,111 at 6%; with 100% employer match about $567,125 at 4% or $378,083 at 6%.
200414$2,096,637$1,544,280$386,070iApproximate average salary by contribution assumption: employee only about $9,651,750 at 4% or $6,434,500 at 6%; with 50% employer match about $6,434,500 at 4% or $4,289,667 at 6%; with 100% employer match about $4,825,875 at 4% or $3,217,250 at 6%.
STEPHEN D. CARTER, D.D.S., LLC DEFINED BENEFIT PLAN-4$2,096,637$1,544,280$386,070iApproximate average salary by contribution assumption: employee only about $9,651,750 at 4% or $6,434,500 at 6%; with 50% employer match about $6,434,500 at 4% or $4,289,667 at 6%; with 100% employer match about $4,825,875 at 4% or $3,217,250 at 6%.
200314$576,448$203,321$50,830iApproximate average salary by contribution assumption: employee only about $1,270,756 at 4% or $847,171 at 6%; with 50% employer match about $847,171 at 4% or $564,781 at 6%; with 100% employer match about $635,378 at 4% or $423,585 at 6%.
STEPHEN D. CARTER, D.D.S., LLC DEFINED BENEFIT PLAN-4$576,448$203,321$50,830iApproximate average salary by contribution assumption: employee only about $1,270,756 at 4% or $847,171 at 6%; with 50% employer match about $847,171 at 4% or $564,781 at 6%; with 100% employer match about $635,378 at 4% or $423,585 at 6%.
200213$304,461$132,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
STEPHEN D. CARTER, D.D.S., LLC DEFINED BENEFIT PLAN-3$304,461$132,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200115$243,548$116,861$23,372iApproximate average salary by contribution assumption: employee only about $584,305 at 4% or $389,537 at 6%; with 50% employer match about $389,537 at 4% or $259,691 at 6%; with 100% employer match about $292,153 at 4% or $194,768 at 6%.
STEPHEN D. CARTER, D.D.S. DEFINED BENEFIT PLAN-5$243,548$116,861$23,372iApproximate average salary by contribution assumption: employee only about $584,305 at 4% or $389,537 at 6%; with 50% employer match about $389,537 at 4% or $259,691 at 6%; with 100% employer match about $292,153 at 4% or $194,768 at 6%.