Civic Intelligence

Koerich Dds Stonecrest PLLC

Plan context: Koerich Dds Stonecrest PLLC 401(K) Plan

EIN 83-2834529 • Charlotte, NC • 7 filings • 1 plans

6001 Summerson PlaceCharlotte, NC 28277
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,274,999

2025 Contributions

$209,950

Historical Graphs

Total Assets Over Time

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

$1,274,999$637,500$0201920222025YearValue
$1,274,999Latest year 2025

Participants Over Time

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

1680201920222025YearValue
14Latest year 2025

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
2025114$1,274,999$209,950$14,996iApproximate average salary by contribution assumption: employee only about $374,911 at 4% or $249,940 at 6%; with 50% employer match about $249,940 at 4% or $166,627 at 6%; with 100% employer match about $187,455 at 4% or $124,970 at 6%.
Koerich Dds Stonecrest PLLC 401(K) Plan-14$1,274,999$209,950$14,996iApproximate average salary by contribution assumption: employee only about $374,911 at 4% or $249,940 at 6%; with 50% employer match about $249,940 at 4% or $166,627 at 6%; with 100% employer match about $187,455 at 4% or $124,970 at 6%.
2024114$902,098$181,169$12,941iApproximate average salary by contribution assumption: employee only about $323,516 at 4% or $215,677 at 6%; with 50% employer match about $215,677 at 4% or $143,785 at 6%; with 100% employer match about $161,758 at 4% or $107,839 at 6%.
Koerich Dds Stonecrest PLLC 401(K) Plan-14$902,098$181,169$12,941iApproximate average salary by contribution assumption: employee only about $323,516 at 4% or $215,677 at 6%; with 50% employer match about $215,677 at 4% or $143,785 at 6%; with 100% employer match about $161,758 at 4% or $107,839 at 6%.
2023116$598,508$160,562$10,035iApproximate average salary by contribution assumption: employee only about $250,878 at 4% or $167,252 at 6%; with 50% employer match about $167,252 at 4% or $111,501 at 6%; with 100% employer match about $125,439 at 4% or $83,626 at 6%.
Koerich Dds Stonecrest PLLC 401(K) Plan-16$598,508$160,562$10,035iApproximate average salary by contribution assumption: employee only about $250,878 at 4% or $167,252 at 6%; with 50% employer match about $167,252 at 4% or $111,501 at 6%; with 100% employer match about $125,439 at 4% or $83,626 at 6%.
2022111$311,717$189,333$17,212iApproximate average salary by contribution assumption: employee only about $430,302 at 4% or $286,868 at 6%; with 50% employer match about $286,868 at 4% or $191,245 at 6%; with 100% employer match about $215,151 at 4% or $143,434 at 6%.
Koerich Dds Stonecrest PLLC 401(K) Plan-11$311,717$189,333$17,212iApproximate average salary by contribution assumption: employee only about $430,302 at 4% or $286,868 at 6%; with 50% employer match about $286,868 at 4% or $191,245 at 6%; with 100% employer match about $215,151 at 4% or $143,434 at 6%.
202117$191,912$45,258$6,465iApproximate average salary by contribution assumption: employee only about $161,636 at 4% or $107,757 at 6%; with 50% employer match about $107,757 at 4% or $71,838 at 6%; with 100% employer match about $80,818 at 4% or $53,879 at 6%.
Koerich Dds Stonecrest PLLC 401(K) Plan-7$191,912$45,258$6,465iApproximate average salary by contribution assumption: employee only about $161,636 at 4% or $107,757 at 6%; with 50% employer match about $107,757 at 4% or $71,838 at 6%; with 100% employer match about $80,818 at 4% or $53,879 at 6%.
202017$167,833$71,060$10,151iApproximate average salary by contribution assumption: employee only about $253,786 at 4% or $169,190 at 6%; with 50% employer match about $169,190 at 4% or $112,794 at 6%; with 100% employer match about $126,893 at 4% or $84,595 at 6%.
Koerich Dds Stonecrest PLLC 401(K) Plan-7$167,833$71,060$10,151iApproximate average salary by contribution assumption: employee only about $253,786 at 4% or $169,190 at 6%; with 50% employer match about $169,190 at 4% or $112,794 at 6%; with 100% employer match about $126,893 at 4% or $84,595 at 6%.
201917$136,642$1,124,716$160,674iApproximate average salary by contribution assumption: employee only about $4,016,843 at 4% or $2,677,895 at 6%; with 50% employer match about $2,677,895 at 4% or $1,785,263 at 6%; with 100% employer match about $2,008,421 at 4% or $1,338,948 at 6%.
Koerich Dds Stonecrest PLLC 401(K) Plan-7$136,642$1,124,716$160,674iApproximate average salary by contribution assumption: employee only about $4,016,843 at 4% or $2,677,895 at 6%; with 50% employer match about $2,677,895 at 4% or $1,785,263 at 6%; with 100% employer match about $2,008,421 at 4% or $1,338,948 at 6%.