WALTERS & SMITH FAMILY DENTISTRY
Plan context: WALTERS & SMITH FAMILY DENTISTRY 401K PLAN
EIN 83-1307985 • Lumberton, NC • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$2,099,070
2025 Contributions
$122,292
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $2,099,070 | $122,292 | $8,735iApproximate average salary by contribution assumption: employee only about $218,379 at 4% or $145,586 at 6%; with 50% employer match about $145,586 at 4% or $97,057 at 6%; with 100% employer match about $109,189 at 4% or $72,793 at 6%. |
| WALTERS & SMITH FAMILY DENTISTRY 401K PLAN | - | 14 | $2,099,070 | $122,292 | $8,735iApproximate average salary by contribution assumption: employee only about $218,379 at 4% or $145,586 at 6%; with 50% employer match about $145,586 at 4% or $97,057 at 6%; with 100% employer match about $109,189 at 4% or $72,793 at 6%. |
| 2024 | 1 | 11 | $1,680,225 | $116,302 | $10,573iApproximate average salary by contribution assumption: employee only about $264,323 at 4% or $176,215 at 6%; with 50% employer match about $176,215 at 4% or $117,477 at 6%; with 100% employer match about $132,161 at 4% or $88,108 at 6%. |
| WALTERS & SMITH FAMILY DENTISTRY 401K PLAN | - | 11 | $1,680,225 | $116,302 | $10,573iApproximate average salary by contribution assumption: employee only about $264,323 at 4% or $176,215 at 6%; with 50% employer match about $176,215 at 4% or $117,477 at 6%; with 100% employer match about $132,161 at 4% or $88,108 at 6%. |
| 2023 | 1 | 11 | $1,331,111 | $81,906 | $7,446iApproximate average salary by contribution assumption: employee only about $186,150 at 4% or $124,100 at 6%; with 50% employer match about $124,100 at 4% or $82,733 at 6%; with 100% employer match about $93,075 at 4% or $62,050 at 6%. |
| WALTERS & SMITH FAMILY DENTISTRY 401K PLAN | - | 11 | $1,331,111 | $81,906 | $7,446iApproximate average salary by contribution assumption: employee only about $186,150 at 4% or $124,100 at 6%; with 50% employer match about $124,100 at 4% or $82,733 at 6%; with 100% employer match about $93,075 at 4% or $62,050 at 6%. |
| 2022 | 1 | 11 | $1,243,041 | $164,723 | $14,975iApproximate average salary by contribution assumption: employee only about $374,370 at 4% or $249,580 at 6%; with 50% employer match about $249,580 at 4% or $166,387 at 6%; with 100% employer match about $187,185 at 4% or $124,790 at 6%. |
| WALTERS & SMITH FAMILY DENTISTRY 401K PLAN | - | 11 | $1,243,041 | $164,723 | $14,975iApproximate average salary by contribution assumption: employee only about $374,370 at 4% or $249,580 at 6%; with 50% employer match about $249,580 at 4% or $166,387 at 6%; with 100% employer match about $187,185 at 4% or $124,790 at 6%. |
| 2021 | 1 | 11 | $1,285,205 | $90,032 | $8,185iApproximate average salary by contribution assumption: employee only about $204,618 at 4% or $136,412 at 6%; with 50% employer match about $136,412 at 4% or $90,941 at 6%; with 100% employer match about $102,309 at 4% or $68,206 at 6%. |
| WALTERS & SMITH FAMILY DENTISTRY 401K PLAN | - | 11 | $1,285,205 | $90,032 | $8,185iApproximate average salary by contribution assumption: employee only about $204,618 at 4% or $136,412 at 6%; with 50% employer match about $136,412 at 4% or $90,941 at 6%; with 100% employer match about $102,309 at 4% or $68,206 at 6%. |
| 2020 | 1 | 11 | $1,216,101 | $116,788 | $10,617iApproximate average salary by contribution assumption: employee only about $265,427 at 4% or $176,952 at 6%; with 50% employer match about $176,952 at 4% or $117,968 at 6%; with 100% employer match about $132,714 at 4% or $88,476 at 6%. |
| WALTERS & SMITH FAMILY DENTISTRY 401K PLAN | - | 11 | $1,216,101 | $116,788 | $10,617iApproximate average salary by contribution assumption: employee only about $265,427 at 4% or $176,952 at 6%; with 50% employer match about $176,952 at 4% or $117,968 at 6%; with 100% employer match about $132,714 at 4% or $88,476 at 6%. |
| 2019 | 1 | 11 | $897,985 | $111,380 | $10,125iApproximate average salary by contribution assumption: employee only about $253,136 at 4% or $168,758 at 6%; with 50% employer match about $168,758 at 4% or $112,505 at 6%; with 100% employer match about $126,568 at 4% or $84,379 at 6%. |
| WALTERS & SMITH FAMILY DENTISTRY 401K PLAN | - | 11 | $897,985 | $111,380 | $10,125iApproximate average salary by contribution assumption: employee only about $253,136 at 4% or $168,758 at 6%; with 50% employer match about $168,758 at 4% or $112,505 at 6%; with 100% employer match about $126,568 at 4% or $84,379 at 6%. |
| 2018 | 1 | 10 | $673,090 | $97,940 | $9,794iApproximate average salary by contribution assumption: employee only about $244,850 at 4% or $163,233 at 6%; with 50% employer match about $163,233 at 4% or $108,822 at 6%; with 100% employer match about $122,425 at 4% or $81,617 at 6%. |
| WALTERS & SMITH FAMILY DENTISTRY 401K PLAN | - | 10 | $673,090 | $97,940 | $9,794iApproximate average salary by contribution assumption: employee only about $244,850 at 4% or $163,233 at 6%; with 50% employer match about $163,233 at 4% or $108,822 at 6%; with 100% employer match about $122,425 at 4% or $81,617 at 6%. |