Southeast Oral Surgery PC
Plan context: SOUTHEAST ORAL SURGERY, PC CASH BALANCE PLAN
EIN 62-1720264 • Maryville, TN • 22 filings • 8 plans
Current Snapshot
Latest Year
2020
2020 Participants
66
2020 Assets
$7,400,614
2020 Contributions
$1,213,287
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 2 | 0 | $0 | $1,213,287 | - |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 0 | $0 | $560,146 | - |
| SOUTHEAST ORAL SURGERY, PC CASH BALANCE PLAN | - | 0 | $0 | $653,141 | - |
| 2019 | 2 | 66 | $7,400,614 | $1,229,472 | $18,628iApproximate average salary by contribution assumption: employee only about $465,709 at 4% or $310,473 at 6%; with 50% employer match about $310,473 at 4% or $206,982 at 6%; with 100% employer match about $232,855 at 4% or $155,236 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 66 | $6,796,947 | $625,805 | $9,482iApproximate average salary by contribution assumption: employee only about $237,047 at 4% or $158,032 at 6%; with 50% employer match about $158,032 at 4% or $105,354 at 6%; with 100% employer match about $118,524 at 4% or $79,016 at 6%. |
| SOUTHEAST ORAL SURGERY, PC | - | 22 | $603,667 | $603,667 | $27,439iApproximate average salary by contribution assumption: employee only about $685,985 at 4% or $457,323 at 6%; with 50% employer match about $457,323 at 4% or $304,882 at 6%; with 100% employer match about $342,993 at 4% or $228,662 at 6%. |
| 2018 | 1 | 58 | $6,242,450 | $610,354 | $10,523iApproximate average salary by contribution assumption: employee only about $263,084 at 4% or $175,389 at 6%; with 50% employer match about $175,389 at 4% or $116,926 at 6%; with 100% employer match about $131,542 at 4% or $87,695 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 58 | $6,242,450 | $610,354 | $10,523iApproximate average salary by contribution assumption: employee only about $263,084 at 4% or $175,389 at 6%; with 50% employer match about $175,389 at 4% or $116,926 at 6%; with 100% employer match about $131,542 at 4% or $87,695 at 6%. |
| 2017 | 1 | 49 | $6,081,989 | $509,512 | $10,398iApproximate average salary by contribution assumption: employee only about $259,955 at 4% or $173,303 at 6%; with 50% employer match about $173,303 at 4% or $115,536 at 6%; with 100% employer match about $129,978 at 4% or $86,652 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 49 | $6,081,989 | $509,512 | $10,398iApproximate average salary by contribution assumption: employee only about $259,955 at 4% or $173,303 at 6%; with 50% employer match about $173,303 at 4% or $115,536 at 6%; with 100% employer match about $129,978 at 4% or $86,652 at 6%. |
| 2016 | 1 | 43 | $4,708,996 | $579,582 | $13,479iApproximate average salary by contribution assumption: employee only about $336,966 at 4% or $224,644 at 6%; with 50% employer match about $224,644 at 4% or $149,763 at 6%; with 100% employer match about $168,483 at 4% or $112,322 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 43 | $4,708,996 | $579,582 | $13,479iApproximate average salary by contribution assumption: employee only about $336,966 at 4% or $224,644 at 6%; with 50% employer match about $224,644 at 4% or $149,763 at 6%; with 100% employer match about $168,483 at 4% or $112,322 at 6%. |
| 2015 | 1 | 42 | $4,007,731 | $472,583 | $11,252iApproximate average salary by contribution assumption: employee only about $281,299 at 4% or $187,533 at 6%; with 50% employer match about $187,533 at 4% or $125,022 at 6%; with 100% employer match about $140,650 at 4% or $93,766 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 42 | $4,007,731 | $472,583 | $11,252iApproximate average salary by contribution assumption: employee only about $281,299 at 4% or $187,533 at 6%; with 50% employer match about $187,533 at 4% or $125,022 at 6%; with 100% employer match about $140,650 at 4% or $93,766 at 6%. |
| 2014 | 1 | 42 | $3,612,042 | $473,601 | $11,276iApproximate average salary by contribution assumption: employee only about $281,905 at 4% or $187,937 at 6%; with 50% employer match about $187,937 at 4% or $125,291 at 6%; with 100% employer match about $140,953 at 4% or $93,968 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 42 | $3,612,042 | $473,601 | $11,276iApproximate average salary by contribution assumption: employee only about $281,905 at 4% or $187,937 at 6%; with 50% employer match about $187,937 at 4% or $125,291 at 6%; with 100% employer match about $140,953 at 4% or $93,968 at 6%. |
| 2013 | 1 | 37 | $3,030,659 | $398,580 | $10,772iApproximate average salary by contribution assumption: employee only about $269,311 at 4% or $179,541 at 6%; with 50% employer match about $179,541 at 4% or $119,694 at 6%; with 100% employer match about $134,655 at 4% or $89,770 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 37 | $3,030,659 | $398,580 | $10,772iApproximate average salary by contribution assumption: employee only about $269,311 at 4% or $179,541 at 6%; with 50% employer match about $179,541 at 4% or $119,694 at 6%; with 100% employer match about $134,655 at 4% or $89,770 at 6%. |
| 2012 | 1 | 34 | $2,152,272 | $387,703 | $11,403iApproximate average salary by contribution assumption: employee only about $285,076 at 4% or $190,050 at 6%; with 50% employer match about $190,050 at 4% or $126,700 at 6%; with 100% employer match about $142,538 at 4% or $95,025 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 34 | $2,152,272 | $387,703 | $11,403iApproximate average salary by contribution assumption: employee only about $285,076 at 4% or $190,050 at 6%; with 50% employer match about $190,050 at 4% or $126,700 at 6%; with 100% employer match about $142,538 at 4% or $95,025 at 6%. |
| 2011 | 1 | 29 | $1,669,559 | $313,724 | $10,818iApproximate average salary by contribution assumption: employee only about $270,452 at 4% or $180,301 at 6%; with 50% employer match about $180,301 at 4% or $120,201 at 6%; with 100% employer match about $135,226 at 4% or $90,151 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 29 | $1,669,559 | $313,724 | $10,818iApproximate average salary by contribution assumption: employee only about $270,452 at 4% or $180,301 at 6%; with 50% employer match about $180,301 at 4% or $120,201 at 6%; with 100% employer match about $135,226 at 4% or $90,151 at 6%. |
| 2010 | 1 | 29 | $1,426,990 | $292,508 | $10,086iApproximate average salary by contribution assumption: employee only about $252,162 at 4% or $168,108 at 6%; with 50% employer match about $168,108 at 4% or $112,072 at 6%; with 100% employer match about $126,081 at 4% or $84,054 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 29 | $1,426,990 | $292,508 | $10,086iApproximate average salary by contribution assumption: employee only about $252,162 at 4% or $168,108 at 6%; with 50% employer match about $168,108 at 4% or $112,072 at 6%; with 100% employer match about $126,081 at 4% or $84,054 at 6%. |
| 2009 | 1 | 19 | $1,411,382 | $261,155 | $13,745iApproximate average salary by contribution assumption: employee only about $343,625 at 4% or $229,083 at 6%; with 50% employer match about $229,083 at 4% or $152,722 at 6%; with 100% employer match about $171,813 at 4% or $114,542 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 19 | $1,411,382 | $261,155 | $13,745iApproximate average salary by contribution assumption: employee only about $343,625 at 4% or $229,083 at 6%; with 50% employer match about $229,083 at 4% or $152,722 at 6%; with 100% employer match about $171,813 at 4% or $114,542 at 6%. |
| 2008 | 1 | 20 | $912,463 | $238,088 | $11,904iApproximate average salary by contribution assumption: employee only about $297,610 at 4% or $198,407 at 6%; with 50% employer match about $198,407 at 4% or $132,271 at 6%; with 100% employer match about $148,805 at 4% or $99,203 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 20 | $912,463 | $238,088 | $11,904iApproximate average salary by contribution assumption: employee only about $297,610 at 4% or $198,407 at 6%; with 50% employer match about $198,407 at 4% or $132,271 at 6%; with 100% employer match about $148,805 at 4% or $99,203 at 6%. |
| 2007 | 1 | 18 | $1,077,319 | $204,566 | $11,365iApproximate average salary by contribution assumption: employee only about $284,119 at 4% or $189,413 at 6%; with 50% employer match about $189,413 at 4% or $126,275 at 6%; with 100% employer match about $142,060 at 4% or $94,706 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 18 | $1,077,319 | $204,566 | $11,365iApproximate average salary by contribution assumption: employee only about $284,119 at 4% or $189,413 at 6%; with 50% employer match about $189,413 at 4% or $126,275 at 6%; with 100% employer match about $142,060 at 4% or $94,706 at 6%. |
| 2006 | 1 | 13 | $717,218 | $128,118 | $9,855iApproximate average salary by contribution assumption: employee only about $246,381 at 4% or $164,254 at 6%; with 50% employer match about $164,254 at 4% or $109,503 at 6%; with 100% employer match about $123,190 at 4% or $82,127 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 13 | $717,218 | $128,118 | $9,855iApproximate average salary by contribution assumption: employee only about $246,381 at 4% or $164,254 at 6%; with 50% employer match about $164,254 at 4% or $109,503 at 6%; with 100% employer match about $123,190 at 4% or $82,127 at 6%. |
| 2005 | 1 | 11 | $508,326 | $139,276 | $12,661iApproximate average salary by contribution assumption: employee only about $316,536 at 4% or $211,024 at 6%; with 50% employer match about $211,024 at 4% or $140,683 at 6%; with 100% employer match about $158,268 at 4% or $105,512 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 11 | $508,326 | $139,276 | $12,661iApproximate average salary by contribution assumption: employee only about $316,536 at 4% or $211,024 at 6%; with 50% employer match about $211,024 at 4% or $140,683 at 6%; with 100% employer match about $158,268 at 4% or $105,512 at 6%. |
| 2004 | 1 | 11 | $346,896 | $84,103 | $7,646iApproximate average salary by contribution assumption: employee only about $191,143 at 4% or $127,429 at 6%; with 50% employer match about $127,429 at 4% or $84,953 at 6%; with 100% employer match about $95,572 at 4% or $63,714 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 11 | $346,896 | $84,103 | $7,646iApproximate average salary by contribution assumption: employee only about $191,143 at 4% or $127,429 at 6%; with 50% employer match about $127,429 at 4% or $84,953 at 6%; with 100% employer match about $95,572 at 4% or $63,714 at 6%. |
| 2003 | 1 | 13 | $246,963 | $128,787 | $9,907iApproximate average salary by contribution assumption: employee only about $247,667 at 4% or $165,112 at 6%; with 50% employer match about $165,112 at 4% or $110,074 at 6%; with 100% employer match about $123,834 at 4% or $82,556 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 13 | $246,963 | $128,787 | $9,907iApproximate average salary by contribution assumption: employee only about $247,667 at 4% or $165,112 at 6%; with 50% employer match about $165,112 at 4% or $110,074 at 6%; with 100% employer match about $123,834 at 4% or $82,556 at 6%. |
| 2002 | 1 | 12 | $85,106 | $34,779 | $2,898iApproximate average salary by contribution assumption: employee only about $72,456 at 4% or $48,304 at 6%; with 50% employer match about $48,304 at 4% or $32,203 at 6%; with 100% employer match about $36,228 at 4% or $24,152 at 6%. |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 12 | $85,106 | $34,779 | $2,898iApproximate average salary by contribution assumption: employee only about $72,456 at 4% or $48,304 at 6%; with 50% employer match about $48,304 at 4% or $32,203 at 6%; with 100% employer match about $36,228 at 4% or $24,152 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Southeast Oral Surgery PC 401(K) Profit Sharing Plan | - | 9 | - | - | - |