Apple Tree Orthodontics, Pa
Plan context: Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan
EIN 02-0512051 • Londonderry, NH • 32 filings • 8 plans
Current Snapshot
Latest Year
2023
2023 Participants
10
2023 Assets
$3,843,814
2023 Contributions
$25,972
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 0 | $0 | $25,972 | - |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 0 | $0 | $25,972 | - |
| APPLE TREE ORTHODONTICS, P.A. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2022 | 2 | 10 | $3,843,814 | $191,980 | $19,198iApproximate average salary by contribution assumption: employee only about $479,950 at 4% or $319,967 at 6%; with 50% employer match about $319,967 at 4% or $213,311 at 6%; with 100% employer match about $239,975 at 4% or $159,983 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 10 | $3,054,461 | $61,980 | $6,198iApproximate average salary by contribution assumption: employee only about $154,950 at 4% or $103,300 at 6%; with 50% employer match about $103,300 at 4% or $68,867 at 6%; with 100% employer match about $77,475 at 4% or $51,650 at 6%. |
| APPLE TREE ORTHODONTICS, P.A. CASH BALANCE PLAN | - | 8 | $789,353 | $130,000 | $16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%. |
| 2021 | 2 | 10 | $4,309,574 | $170,380 | $17,038iApproximate average salary by contribution assumption: employee only about $425,950 at 4% or $283,967 at 6%; with 50% employer match about $283,967 at 4% or $189,311 at 6%; with 100% employer match about $212,975 at 4% or $141,983 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 10 | $3,559,345 | $63,496 | $6,350iApproximate average salary by contribution assumption: employee only about $158,740 at 4% or $105,827 at 6%; with 50% employer match about $105,827 at 4% or $70,551 at 6%; with 100% employer match about $79,370 at 4% or $52,913 at 6%. |
| APPLE TREE ORTHODONTICS, P.A. CASH BALANCE PLAN | - | 8 | $750,229 | $106,884 | $13,361iApproximate average salary by contribution assumption: employee only about $334,013 at 4% or $222,675 at 6%; with 50% employer match about $222,675 at 4% or $148,450 at 6%; with 100% employer match about $167,006 at 4% or $111,338 at 6%. |
| 2020 | 2 | 9 | $3,553,003 | $224,444 | $24,938iApproximate average salary by contribution assumption: employee only about $623,456 at 4% or $415,637 at 6%; with 50% employer match about $415,637 at 4% or $277,091 at 6%; with 100% employer match about $311,728 at 4% or $207,819 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 9 | $2,955,337 | $49,118 | $5,458iApproximate average salary by contribution assumption: employee only about $136,439 at 4% or $90,959 at 6%; with 50% employer match about $90,959 at 4% or $60,640 at 6%; with 100% employer match about $68,219 at 4% or $45,480 at 6%. |
| APPLE TREE ORTHODONTICS, P.A. CASH BALANCE PLAN | - | 8 | $597,666 | $175,326 | $21,916iApproximate average salary by contribution assumption: employee only about $547,894 at 4% or $365,263 at 6%; with 50% employer match about $365,263 at 4% or $243,508 at 6%; with 100% employer match about $273,947 at 4% or $182,631 at 6%. |
| 2019 | 2 | 8 | $2,896,316 | $239,251 | $29,906iApproximate average salary by contribution assumption: employee only about $747,659 at 4% or $498,440 at 6%; with 50% employer match about $498,440 at 4% or $332,293 at 6%; with 100% employer match about $373,830 at 4% or $249,220 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 8 | $2,527,603 | $66,702 | $8,338iApproximate average salary by contribution assumption: employee only about $208,444 at 4% or $138,963 at 6%; with 50% employer match about $138,963 at 4% or $92,642 at 6%; with 100% employer match about $104,222 at 4% or $69,481 at 6%. |
| APPLE TREE ORTHODONTICS, P.A. CASH BALANCE PLAN | - | 7 | $368,713 | $172,549 | $24,650iApproximate average salary by contribution assumption: employee only about $616,246 at 4% or $410,831 at 6%; with 50% employer match about $410,831 at 4% or $273,887 at 6%; with 100% employer match about $308,123 at 4% or $205,415 at 6%. |
| 2018 | 2 | 8 | $2,158,751 | $271,473 | $33,934iApproximate average salary by contribution assumption: employee only about $848,353 at 4% or $565,569 at 6%; with 50% employer match about $565,569 at 4% or $377,046 at 6%; with 100% employer match about $424,177 at 4% or $282,784 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 8 | $1,992,143 | $102,406 | $12,801iApproximate average salary by contribution assumption: employee only about $320,019 at 4% or $213,346 at 6%; with 50% employer match about $213,346 at 4% or $142,231 at 6%; with 100% employer match about $160,009 at 4% or $106,673 at 6%. |
| APPLE TREE ORTHODONTICS, P.A. CASH BALANCE PLAN | - | 7 | $166,608 | $169,067 | $24,152iApproximate average salary by contribution assumption: employee only about $603,811 at 4% or $402,540 at 6%; with 50% employer match about $402,540 at 4% or $268,360 at 6%; with 100% employer match about $301,905 at 4% or $201,270 at 6%. |
| 2017 | 1 | 9 | $5,909,551 | $151,969 | $16,885iApproximate average salary by contribution assumption: employee only about $422,136 at 4% or $281,424 at 6%; with 50% employer match about $281,424 at 4% or $187,616 at 6%; with 100% employer match about $211,068 at 4% or $140,712 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 9 | $5,909,551 | $151,969 | $16,885iApproximate average salary by contribution assumption: employee only about $422,136 at 4% or $281,424 at 6%; with 50% employer match about $281,424 at 4% or $187,616 at 6%; with 100% employer match about $211,068 at 4% or $140,712 at 6%. |
| 2016 | 1 | 17 | $4,928,846 | $147,486 | $8,676iApproximate average salary by contribution assumption: employee only about $216,891 at 4% or $144,594 at 6%; with 50% employer match about $144,594 at 4% or $96,396 at 6%; with 100% employer match about $108,446 at 4% or $72,297 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 17 | $4,928,846 | $147,486 | $8,676iApproximate average salary by contribution assumption: employee only about $216,891 at 4% or $144,594 at 6%; with 50% employer match about $144,594 at 4% or $96,396 at 6%; with 100% employer match about $108,446 at 4% or $72,297 at 6%. |
| 2015 | 2 | 19 | $8,758,464 | $303,106 | $15,953iApproximate average salary by contribution assumption: employee only about $398,824 at 4% or $265,882 at 6%; with 50% employer match about $265,882 at 4% or $177,255 at 6%; with 100% employer match about $199,412 at 4% or $132,941 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 19 | $4,379,232 | $151,553 | $7,976iApproximate average salary by contribution assumption: employee only about $199,412 at 4% or $132,941 at 6%; with 50% employer match about $132,941 at 4% or $88,627 at 6%; with 100% employer match about $99,706 at 4% or $66,471 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 19 | $4,379,232 | $151,553 | $7,976iApproximate average salary by contribution assumption: employee only about $199,412 at 4% or $132,941 at 6%; with 50% employer match about $132,941 at 4% or $88,627 at 6%; with 100% employer match about $99,706 at 4% or $66,471 at 6%. |
| 2014 | 1 | 18 | $4,318,977 | $148,701 | $8,261iApproximate average salary by contribution assumption: employee only about $206,529 at 4% or $137,686 at 6%; with 50% employer match about $137,686 at 4% or $91,791 at 6%; with 100% employer match about $103,265 at 4% or $68,843 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 18 | $4,318,977 | $148,701 | $8,261iApproximate average salary by contribution assumption: employee only about $206,529 at 4% or $137,686 at 6%; with 50% employer match about $137,686 at 4% or $91,791 at 6%; with 100% employer match about $103,265 at 4% or $68,843 at 6%. |
| 2013 | 1 | 20 | $3,852,840 | $162,584 | $8,129iApproximate average salary by contribution assumption: employee only about $203,230 at 4% or $135,487 at 6%; with 50% employer match about $135,487 at 4% or $90,324 at 6%; with 100% employer match about $101,615 at 4% or $67,743 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 20 | $3,852,840 | $162,584 | $8,129iApproximate average salary by contribution assumption: employee only about $203,230 at 4% or $135,487 at 6%; with 50% employer match about $135,487 at 4% or $90,324 at 6%; with 100% employer match about $101,615 at 4% or $67,743 at 6%. |
| 2012 | 1 | 18 | $2,873,036 | $103,972 | $5,776iApproximate average salary by contribution assumption: employee only about $144,406 at 4% or $96,270 at 6%; with 50% employer match about $96,270 at 4% or $64,180 at 6%; with 100% employer match about $72,203 at 4% or $48,135 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 18 | $2,873,036 | $103,972 | $5,776iApproximate average salary by contribution assumption: employee only about $144,406 at 4% or $96,270 at 6%; with 50% employer match about $96,270 at 4% or $64,180 at 6%; with 100% employer match about $72,203 at 4% or $48,135 at 6%. |
| 2011 | 1 | 17 | $2,384,911 | $121,172 | $7,128iApproximate average salary by contribution assumption: employee only about $178,194 at 4% or $118,796 at 6%; with 50% employer match about $118,796 at 4% or $79,197 at 6%; with 100% employer match about $89,097 at 4% or $59,398 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 17 | $2,384,911 | $121,172 | $7,128iApproximate average salary by contribution assumption: employee only about $178,194 at 4% or $118,796 at 6%; with 50% employer match about $118,796 at 4% or $79,197 at 6%; with 100% employer match about $89,097 at 4% or $59,398 at 6%. |
| 2010 | 1 | 18 | $2,275,596 | $124,787 | $6,933iApproximate average salary by contribution assumption: employee only about $173,315 at 4% or $115,544 at 6%; with 50% employer match about $115,544 at 4% or $77,029 at 6%; with 100% employer match about $86,658 at 4% or $57,772 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 18 | $2,275,596 | $124,787 | $6,933iApproximate average salary by contribution assumption: employee only about $173,315 at 4% or $115,544 at 6%; with 50% employer match about $115,544 at 4% or $77,029 at 6%; with 100% employer match about $86,658 at 4% or $57,772 at 6%. |
| 2009 | 1 | 10 | $1,867,359 | $61,503 | $6,150iApproximate average salary by contribution assumption: employee only about $153,758 at 4% or $102,505 at 6%; with 50% employer match about $102,505 at 4% or $68,337 at 6%; with 100% employer match about $76,879 at 4% or $51,253 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 10 | $1,867,359 | $61,503 | $6,150iApproximate average salary by contribution assumption: employee only about $153,758 at 4% or $102,505 at 6%; with 50% employer match about $102,505 at 4% or $68,337 at 6%; with 100% employer match about $76,879 at 4% or $51,253 at 6%. |
| 2008 | 1 | 9 | $1,425,699 | $123,477 | $13,720iApproximate average salary by contribution assumption: employee only about $342,992 at 4% or $228,661 at 6%; with 50% employer match about $228,661 at 4% or $152,441 at 6%; with 100% employer match about $171,496 at 4% or $114,331 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 9 | $1,425,699 | $123,477 | $13,720iApproximate average salary by contribution assumption: employee only about $342,992 at 4% or $228,661 at 6%; with 50% employer match about $228,661 at 4% or $152,441 at 6%; with 100% employer match about $171,496 at 4% or $114,331 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 11 | - | - | - |
| 2006 | 1 | 9 | $1,802,546 | $114,078 | $12,675iApproximate average salary by contribution assumption: employee only about $316,883 at 4% or $211,256 at 6%; with 50% employer match about $211,256 at 4% or $140,837 at 6%; with 100% employer match about $158,442 at 4% or $105,628 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 9 | $1,802,546 | $114,078 | $12,675iApproximate average salary by contribution assumption: employee only about $316,883 at 4% or $211,256 at 6%; with 50% employer match about $211,256 at 4% or $140,837 at 6%; with 100% employer match about $158,442 at 4% or $105,628 at 6%. |
| 2005 | 1 | 9 | $1,452,494 | $124,580 | $13,842iApproximate average salary by contribution assumption: employee only about $346,056 at 4% or $230,704 at 6%; with 50% employer match about $230,704 at 4% or $153,802 at 6%; with 100% employer match about $173,028 at 4% or $115,352 at 6%. |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 9 | $1,452,494 | $124,580 | $13,842iApproximate average salary by contribution assumption: employee only about $346,056 at 4% or $230,704 at 6%; with 50% employer match about $230,704 at 4% or $153,802 at 6%; with 100% employer match about $173,028 at 4% or $115,352 at 6%. |
| 2003 | 2 | 7 | $1,031,707 | $53,475 | $7,639iApproximate average salary by contribution assumption: employee only about $190,982 at 4% or $127,321 at 6%; with 50% employer match about $127,321 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,661 at 6%. |
| PATRICIA TIMMENY DMD PA MONEY PURCHASE PLAN | - | 7 | $536,936 | - | - |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 7 | $494,771 | $53,475 | $7,639iApproximate average salary by contribution assumption: employee only about $190,982 at 4% or $127,321 at 6%; with 50% employer match about $127,321 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,661 at 6%. |
| 2002 | 2 | 6 | $0 | $0 | - |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 6 | - | - | - |
| PATRICIA TIMMENY DMD PA MONEY PURCHASE PLAN | - | 6 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Apple Tree Orthodontics, P.A. Profit Sharing & 401(K) Plan | - | 5 | - | - | - |
| PATRICIA B. TIMMENY, DMD MONEY PURCHASE PLAN | - | 5 | - | - | - |