Barone Orthodontics Ltd.
Plan context: Barone Orthodontics Ltd. 401(K) Profit Sharing Plan
EIN 05-0395583 • North Providence, RI • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$1,927,292
2024 Contributions
$292,667
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 13 | $1,927,292 | $292,667 | $22,513iApproximate average salary by contribution assumption: employee only about $562,821 at 4% or $375,214 at 6%; with 50% employer match about $375,214 at 4% or $250,143 at 6%; with 100% employer match about $281,411 at 4% or $187,607 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 13 | $1,585,010 | $180,435 | $13,880iApproximate average salary by contribution assumption: employee only about $346,990 at 4% or $231,327 at 6%; with 50% employer match about $231,327 at 4% or $154,218 at 6%; with 100% employer match about $173,495 at 4% or $115,663 at 6%. |
| Barone Orthodontics Ltd. Cash Balance Plan & Trust | - | 11 | $342,282 | $112,232 | $10,203iApproximate average salary by contribution assumption: employee only about $255,073 at 4% or $170,048 at 6%; with 50% employer match about $170,048 at 4% or $113,366 at 6%; with 100% employer match about $127,536 at 4% or $85,024 at 6%. |
| 2023 | 2 | 16 | $1,573,218 | $274,023 | $17,126iApproximate average salary by contribution assumption: employee only about $428,161 at 4% or $285,441 at 6%; with 50% employer match about $285,441 at 4% or $190,294 at 6%; with 100% employer match about $214,080 at 4% or $142,720 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 16 | $1,359,161 | $174,023 | $10,876iApproximate average salary by contribution assumption: employee only about $271,911 at 4% or $181,274 at 6%; with 50% employer match about $181,274 at 4% or $120,849 at 6%; with 100% employer match about $135,955 at 4% or $90,637 at 6%. |
| Barone Orthodontics Ltd. Cash Balance Plan & Trust | - | 11 | $214,057 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| 2022 | 2 | 17 | $1,319,091 | $430,518 | $25,325iApproximate average salary by contribution assumption: employee only about $633,115 at 4% or $422,076 at 6%; with 50% employer match about $422,076 at 4% or $281,384 at 6%; with 100% employer match about $316,557 at 4% or $211,038 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 17 | $1,220,381 | $330,518 | $19,442iApproximate average salary by contribution assumption: employee only about $486,056 at 4% or $324,037 at 6%; with 50% employer match about $324,037 at 4% or $216,025 at 6%; with 100% employer match about $243,028 at 4% or $162,019 at 6%. |
| Barone Orthodontics Ltd. Cash Balance Plan & Trust | - | 13 | $98,710 | $100,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| 2021 | 1 | 19 | $8,620,475 | $50,288 | $2,647iApproximate average salary by contribution assumption: employee only about $66,168 at 4% or $44,112 at 6%; with 50% employer match about $44,112 at 4% or $29,408 at 6%; with 100% employer match about $33,084 at 4% or $22,056 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 19 | $8,620,475 | $50,288 | $2,647iApproximate average salary by contribution assumption: employee only about $66,168 at 4% or $44,112 at 6%; with 50% employer match about $44,112 at 4% or $29,408 at 6%; with 100% employer match about $33,084 at 4% or $22,056 at 6%. |
| 2020 | 1 | 17 | $7,978,826 | $199,371 | $11,728iApproximate average salary by contribution assumption: employee only about $293,193 at 4% or $195,462 at 6%; with 50% employer match about $195,462 at 4% or $130,308 at 6%; with 100% employer match about $146,596 at 4% or $97,731 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 17 | $7,978,826 | $199,371 | $11,728iApproximate average salary by contribution assumption: employee only about $293,193 at 4% or $195,462 at 6%; with 50% employer match about $195,462 at 4% or $130,308 at 6%; with 100% employer match about $146,596 at 4% or $97,731 at 6%. |
| 2019 | 1 | 17 | $6,764,115 | $180,966 | $10,645iApproximate average salary by contribution assumption: employee only about $266,126 at 4% or $177,418 at 6%; with 50% employer match about $177,418 at 4% or $118,278 at 6%; with 100% employer match about $133,063 at 4% or $88,709 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 17 | $6,764,115 | $180,966 | $10,645iApproximate average salary by contribution assumption: employee only about $266,126 at 4% or $177,418 at 6%; with 50% employer match about $177,418 at 4% or $118,278 at 6%; with 100% employer match about $133,063 at 4% or $88,709 at 6%. |
| 2018 | 1 | 17 | $5,699,789 | $206,121 | $12,125iApproximate average salary by contribution assumption: employee only about $303,119 at 4% or $202,079 at 6%; with 50% employer match about $202,079 at 4% or $134,720 at 6%; with 100% employer match about $151,560 at 4% or $101,040 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 17 | $5,699,789 | $206,121 | $12,125iApproximate average salary by contribution assumption: employee only about $303,119 at 4% or $202,079 at 6%; with 50% employer match about $202,079 at 4% or $134,720 at 6%; with 100% employer match about $151,560 at 4% or $101,040 at 6%. |
| 2017 | 1 | 15 | $5,645,935 | $101,586 | $6,772iApproximate average salary by contribution assumption: employee only about $169,310 at 4% or $112,873 at 6%; with 50% employer match about $112,873 at 4% or $75,249 at 6%; with 100% employer match about $84,655 at 4% or $56,437 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 15 | $5,645,935 | $101,586 | $6,772iApproximate average salary by contribution assumption: employee only about $169,310 at 4% or $112,873 at 6%; with 50% employer match about $112,873 at 4% or $75,249 at 6%; with 100% employer match about $84,655 at 4% or $56,437 at 6%. |
| 2016 | 1 | 10 | $4,853,225 | $110,898 | $11,090iApproximate average salary by contribution assumption: employee only about $277,245 at 4% or $184,830 at 6%; with 50% employer match about $184,830 at 4% or $123,220 at 6%; with 100% employer match about $138,623 at 4% or $92,415 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 10 | $4,853,225 | $110,898 | $11,090iApproximate average salary by contribution assumption: employee only about $277,245 at 4% or $184,830 at 6%; with 50% employer match about $184,830 at 4% or $123,220 at 6%; with 100% employer match about $138,623 at 4% or $92,415 at 6%. |
| 2015 | 1 | 11 | $4,283,477 | $102,735 | $9,340iApproximate average salary by contribution assumption: employee only about $233,489 at 4% or $155,659 at 6%; with 50% employer match about $155,659 at 4% or $103,773 at 6%; with 100% employer match about $116,744 at 4% or $77,830 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 11 | $4,283,477 | $102,735 | $9,340iApproximate average salary by contribution assumption: employee only about $233,489 at 4% or $155,659 at 6%; with 50% employer match about $155,659 at 4% or $103,773 at 6%; with 100% employer match about $116,744 at 4% or $77,830 at 6%. |
| 2014 | 1 | 12 | $3,954,668 | $87,963 | $7,330iApproximate average salary by contribution assumption: employee only about $183,256 at 4% or $122,171 at 6%; with 50% employer match about $122,171 at 4% or $81,447 at 6%; with 100% employer match about $91,628 at 4% or $61,085 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 12 | $3,954,668 | $87,963 | $7,330iApproximate average salary by contribution assumption: employee only about $183,256 at 4% or $122,171 at 6%; with 50% employer match about $122,171 at 4% or $81,447 at 6%; with 100% employer match about $91,628 at 4% or $61,085 at 6%. |
| 2013 | 1 | 11 | $4,035,034 | $77,889 | $7,081iApproximate average salary by contribution assumption: employee only about $177,020 at 4% or $118,014 at 6%; with 50% employer match about $118,014 at 4% or $78,676 at 6%; with 100% employer match about $88,510 at 4% or $59,007 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 11 | $4,035,034 | $77,889 | $7,081iApproximate average salary by contribution assumption: employee only about $177,020 at 4% or $118,014 at 6%; with 50% employer match about $118,014 at 4% or $78,676 at 6%; with 100% employer match about $88,510 at 4% or $59,007 at 6%. |
| 2012 | 1 | 9 | $3,650,286 | $62,052 | $6,895iApproximate average salary by contribution assumption: employee only about $172,367 at 4% or $114,911 at 6%; with 50% employer match about $114,911 at 4% or $76,607 at 6%; with 100% employer match about $86,183 at 4% or $57,456 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 9 | $3,650,286 | $62,052 | $6,895iApproximate average salary by contribution assumption: employee only about $172,367 at 4% or $114,911 at 6%; with 50% employer match about $114,911 at 4% or $76,607 at 6%; with 100% employer match about $86,183 at 4% or $57,456 at 6%. |
| 2011 | 1 | 9 | $3,350,230 | $59,724 | $6,636iApproximate average salary by contribution assumption: employee only about $165,900 at 4% or $110,600 at 6%; with 50% employer match about $110,600 at 4% or $73,733 at 6%; with 100% employer match about $82,950 at 4% or $55,300 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 9 | $3,350,230 | $59,724 | $6,636iApproximate average salary by contribution assumption: employee only about $165,900 at 4% or $110,600 at 6%; with 50% employer match about $110,600 at 4% or $73,733 at 6%; with 100% employer match about $82,950 at 4% or $55,300 at 6%. |
| 2010 | 1 | 10 | $2,813,318 | $69,415 | $6,942iApproximate average salary by contribution assumption: employee only about $173,538 at 4% or $115,692 at 6%; with 50% employer match about $115,692 at 4% or $77,128 at 6%; with 100% employer match about $86,769 at 4% or $57,846 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 10 | $2,813,318 | $69,415 | $6,942iApproximate average salary by contribution assumption: employee only about $173,538 at 4% or $115,692 at 6%; with 50% employer match about $115,692 at 4% or $77,128 at 6%; with 100% employer match about $86,769 at 4% or $57,846 at 6%. |
| 2009 | 1 | 11 | $2,977,142 | $72,900 | $6,627iApproximate average salary by contribution assumption: employee only about $165,682 at 4% or $110,455 at 6%; with 50% employer match about $110,455 at 4% or $73,636 at 6%; with 100% employer match about $82,841 at 4% or $55,227 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 11 | $2,977,142 | $72,900 | $6,627iApproximate average salary by contribution assumption: employee only about $165,682 at 4% or $110,455 at 6%; with 50% employer match about $110,455 at 4% or $73,636 at 6%; with 100% employer match about $82,841 at 4% or $55,227 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2006 | 1 | 6 | $2,914,605 | $95,227 | $15,871iApproximate average salary by contribution assumption: employee only about $396,779 at 4% or $264,519 at 6%; with 50% employer match about $264,519 at 4% or $176,346 at 6%; with 100% employer match about $198,390 at 4% or $132,260 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 6 | $2,914,605 | $95,227 | $15,871iApproximate average salary by contribution assumption: employee only about $396,779 at 4% or $264,519 at 6%; with 50% employer match about $264,519 at 4% or $176,346 at 6%; with 100% employer match about $198,390 at 4% or $132,260 at 6%. |
| 2005 | 1 | 7 | $2,546,064 | $100,104 | $14,301iApproximate average salary by contribution assumption: employee only about $357,514 at 4% or $238,343 at 6%; with 50% employer match about $238,343 at 4% or $158,895 at 6%; with 100% employer match about $178,757 at 4% or $119,171 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 7 | $2,546,064 | $100,104 | $14,301iApproximate average salary by contribution assumption: employee only about $357,514 at 4% or $238,343 at 6%; with 50% employer match about $238,343 at 4% or $158,895 at 6%; with 100% employer match about $178,757 at 4% or $119,171 at 6%. |
| 2004 | 1 | 8 | $2,346,584 | $95,800 | $11,975iApproximate average salary by contribution assumption: employee only about $299,375 at 4% or $199,583 at 6%; with 50% employer match about $199,583 at 4% or $133,056 at 6%; with 100% employer match about $149,688 at 4% or $99,792 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 8 | $2,346,584 | $95,800 | $11,975iApproximate average salary by contribution assumption: employee only about $299,375 at 4% or $199,583 at 6%; with 50% employer match about $199,583 at 4% or $133,056 at 6%; with 100% employer match about $149,688 at 4% or $99,792 at 6%. |
| 2003 | 1 | 8 | $0 | $0 | - |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2002 | 1 | 8 | $0 | $0 | - |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 1999 | 1 | 7 | $2,047,644 | $43,885 | $6,269iApproximate average salary by contribution assumption: employee only about $156,732 at 4% or $104,488 at 6%; with 50% employer match about $104,488 at 4% or $69,659 at 6%; with 100% employer match about $78,366 at 4% or $52,244 at 6%. |
| Barone Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 7 | $2,047,644 | $43,885 | $6,269iApproximate average salary by contribution assumption: employee only about $156,732 at 4% or $104,488 at 6%; with 50% employer match about $104,488 at 4% or $69,659 at 6%; with 100% employer match about $78,366 at 4% or $52,244 at 6%. |