Civic Intelligence

Williston Orthodontics PC.

Plan context: Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust

EIN 11-2662038 • East Williston, NY • 36 filings • 5 plans

54 East Williston AvenueEast Williston, NY 11596
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$4,983,364

2022 Contributions

$143,604

Historical Graphs

Total Assets Over Time

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

$6,920,160$3,460,080$0199920132022YearValue
$4,983,364Latest year 2022

Participants Over Time

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

21110199920112022YearValue
2Latest year 2022

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
202212$4,983,364$143,604$71,802iApproximate average salary by contribution assumption: employee only about $1,795,050 at 4% or $1,196,700 at 6%; with 50% employer match about $1,196,700 at 4% or $797,800 at 6%; with 100% employer match about $897,525 at 4% or $598,350 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-2$4,983,364$143,604$71,802iApproximate average salary by contribution assumption: employee only about $1,795,050 at 4% or $1,196,700 at 6%; with 50% employer match about $1,196,700 at 4% or $797,800 at 6%; with 100% employer match about $897,525 at 4% or $598,350 at 6%.
2021121$5,893,383$204,102$9,719iApproximate average salary by contribution assumption: employee only about $242,979 at 4% or $161,986 at 6%; with 50% employer match about $161,986 at 4% or $107,990 at 6%; with 100% employer match about $121,489 at 4% or $80,993 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-21$5,893,383$204,102$9,719iApproximate average salary by contribution assumption: employee only about $242,979 at 4% or $161,986 at 6%; with 50% employer match about $161,986 at 4% or $107,990 at 6%; with 100% employer match about $121,489 at 4% or $80,993 at 6%.
2020120$4,951,570$195,313$9,766iApproximate average salary by contribution assumption: employee only about $244,141 at 4% or $162,761 at 6%; with 50% employer match about $162,761 at 4% or $108,507 at 6%; with 100% employer match about $122,071 at 4% or $81,380 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-20$4,951,570$195,313$9,766iApproximate average salary by contribution assumption: employee only about $244,141 at 4% or $162,761 at 6%; with 50% employer match about $162,761 at 4% or $108,507 at 6%; with 100% employer match about $122,071 at 4% or $81,380 at 6%.
2019118$4,327,103$206,405$11,467iApproximate average salary by contribution assumption: employee only about $286,674 at 4% or $191,116 at 6%; with 50% employer match about $191,116 at 4% or $127,410 at 6%; with 100% employer match about $143,337 at 4% or $95,558 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-18$4,327,103$206,405$11,467iApproximate average salary by contribution assumption: employee only about $286,674 at 4% or $191,116 at 6%; with 50% employer match about $191,116 at 4% or $127,410 at 6%; with 100% employer match about $143,337 at 4% or $95,558 at 6%.
2018118$3,498,696$201,959$11,220iApproximate average salary by contribution assumption: employee only about $280,499 at 4% or $186,999 at 6%; with 50% employer match about $186,999 at 4% or $124,666 at 6%; with 100% employer match about $140,249 at 4% or $93,500 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-18$3,498,696$201,959$11,220iApproximate average salary by contribution assumption: employee only about $280,499 at 4% or $186,999 at 6%; with 50% employer match about $186,999 at 4% or $124,666 at 6%; with 100% employer match about $140,249 at 4% or $93,500 at 6%.
2017118$3,661,348$192,404$10,689iApproximate average salary by contribution assumption: employee only about $267,228 at 4% or $178,152 at 6%; with 50% employer match about $178,152 at 4% or $118,768 at 6%; with 100% employer match about $133,614 at 4% or $89,076 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-18$3,661,348$192,404$10,689iApproximate average salary by contribution assumption: employee only about $267,228 at 4% or $178,152 at 6%; with 50% employer match about $178,152 at 4% or $118,768 at 6%; with 100% employer match about $133,614 at 4% or $89,076 at 6%.
2016217$4,996,092$191,202$11,247iApproximate average salary by contribution assumption: employee only about $281,179 at 4% or $187,453 at 6%; with 50% employer match about $187,453 at 4% or $124,969 at 6%; with 100% employer match about $140,590 at 4% or $93,726 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-17$4,996,092$191,202$11,247iApproximate average salary by contribution assumption: employee only about $281,179 at 4% or $187,453 at 6%; with 50% employer match about $187,453 at 4% or $124,969 at 6%; with 100% employer match about $140,590 at 4% or $93,726 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-0---
2015218$6,920,160$543,466$30,193iApproximate average salary by contribution assumption: employee only about $754,814 at 4% or $503,209 at 6%; with 50% employer match about $503,209 at 4% or $335,473 at 6%; with 100% employer match about $377,407 at 4% or $251,605 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-18$4,599,519$183,466$10,193iApproximate average salary by contribution assumption: employee only about $254,814 at 4% or $169,876 at 6%; with 50% employer match about $169,876 at 4% or $113,251 at 6%; with 100% employer match about $127,407 at 4% or $84,938 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-16$2,320,641$360,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
2014218$6,355,972$469,267$26,070iApproximate average salary by contribution assumption: employee only about $651,760 at 4% or $434,506 at 6%; with 50% employer match about $434,506 at 4% or $289,671 at 6%; with 100% employer match about $325,880 at 4% or $217,253 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-18$4,399,536$169,267$9,404iApproximate average salary by contribution assumption: employee only about $235,093 at 4% or $156,729 at 6%; with 50% employer match about $156,729 at 4% or $104,486 at 6%; with 100% employer match about $117,547 at 4% or $78,364 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-15$1,956,436$300,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2013217$5,716,655$455,577$26,799iApproximate average salary by contribution assumption: employee only about $669,966 at 4% or $446,644 at 6%; with 50% employer match about $446,644 at 4% or $297,763 at 6%; with 100% employer match about $334,983 at 4% or $223,322 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-17$4,162,067$162,527$9,560iApproximate average salary by contribution assumption: employee only about $239,010 at 4% or $159,340 at 6%; with 50% employer match about $159,340 at 4% or $106,227 at 6%; with 100% employer match about $119,505 at 4% or $79,670 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-12$1,554,588$293,050$24,421iApproximate average salary by contribution assumption: employee only about $610,521 at 4% or $407,014 at 6%; with 50% employer match about $407,014 at 4% or $271,343 at 6%; with 100% employer match about $305,260 at 4% or $203,507 at 6%.
2012217$4,505,290$347,224$20,425iApproximate average salary by contribution assumption: employee only about $510,624 at 4% or $340,416 at 6%; with 50% employer match about $340,416 at 4% or $226,944 at 6%; with 100% employer match about $255,312 at 4% or $170,208 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-17$3,411,874$191,224$11,248iApproximate average salary by contribution assumption: employee only about $281,212 at 4% or $187,475 at 6%; with 50% employer match about $187,475 at 4% or $124,983 at 6%; with 100% employer match about $140,606 at 4% or $93,737 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-13$1,093,416$156,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
2011215$3,851,555$347,074$23,138iApproximate average salary by contribution assumption: employee only about $578,457 at 4% or $385,638 at 6%; with 50% employer match about $385,638 at 4% or $257,092 at 6%; with 100% employer match about $289,228 at 4% or $192,819 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-15$2,983,697$187,074$12,472iApproximate average salary by contribution assumption: employee only about $311,790 at 4% or $207,860 at 6%; with 50% employer match about $207,860 at 4% or $138,573 at 6%; with 100% employer match about $155,895 at 4% or $103,930 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-13$867,858$160,000$12,308iApproximate average salary by contribution assumption: employee only about $307,692 at 4% or $205,128 at 6%; with 50% employer match about $205,128 at 4% or $136,752 at 6%; with 100% employer match about $153,846 at 4% or $102,564 at 6%.
2010216$3,695,719$330,662$20,666iApproximate average salary by contribution assumption: employee only about $516,659 at 4% or $344,440 at 6%; with 50% employer match about $344,440 at 4% or $229,626 at 6%; with 100% employer match about $258,330 at 4% or $172,220 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-16$2,945,888$180,662$11,291iApproximate average salary by contribution assumption: employee only about $282,284 at 4% or $188,190 at 6%; with 50% employer match about $188,190 at 4% or $125,460 at 6%; with 100% employer match about $141,142 at 4% or $94,095 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-13$749,831$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2009219$3,028,162$268,479$14,130iApproximate average salary by contribution assumption: employee only about $353,262 at 4% or $235,508 at 6%; with 50% employer match about $235,508 at 4% or $157,005 at 6%; with 100% employer match about $176,631 at 4% or $117,754 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-17$2,495,525$176,901$10,406iApproximate average salary by contribution assumption: employee only about $260,149 at 4% or $173,432 at 6%; with 50% employer match about $173,432 at 4% or $115,622 at 6%; with 100% employer match about $130,074 at 4% or $86,716 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-19$532,637$91,578$4,820iApproximate average salary by contribution assumption: employee only about $120,497 at 4% or $80,332 at 6%; with 50% employer match about $80,332 at 4% or $53,554 at 6%; with 100% employer match about $60,249 at 4% or $40,166 at 6%.
2008215$2,183,337$333,793$22,253iApproximate average salary by contribution assumption: employee only about $556,322 at 4% or $370,881 at 6%; with 50% employer match about $370,881 at 4% or $247,254 at 6%; with 100% employer match about $278,161 at 4% or $185,441 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-14$1,820,251$158,813$11,344iApproximate average salary by contribution assumption: employee only about $283,595 at 4% or $189,063 at 6%; with 50% employer match about $189,063 at 4% or $126,042 at 6%; with 100% employer match about $141,797 at 4% or $94,532 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-15$363,086$174,980$11,665iApproximate average salary by contribution assumption: employee only about $291,633 at 4% or $194,422 at 6%; with 50% employer match about $194,422 at 4% or $129,615 at 6%; with 100% employer match about $145,817 at 4% or $97,211 at 6%.
2007210$2,607,957$149,788$14,979iApproximate average salary by contribution assumption: employee only about $374,470 at 4% or $249,647 at 6%; with 50% employer match about $249,647 at 4% or $166,431 at 6%; with 100% employer match about $187,235 at 4% or $124,823 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-10$2,607,957$149,788$14,979iApproximate average salary by contribution assumption: employee only about $374,470 at 4% or $249,647 at 6%; with 50% employer match about $249,647 at 4% or $166,431 at 6%; with 100% employer match about $187,235 at 4% or $124,823 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-10---
2006211$2,517,525$226,448$20,586iApproximate average salary by contribution assumption: employee only about $514,655 at 4% or $343,103 at 6%; with 50% employer match about $343,103 at 4% or $228,735 at 6%; with 100% employer match about $257,327 at 4% or $171,552 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-10$2,345,017$143,981$14,398iApproximate average salary by contribution assumption: employee only about $359,953 at 4% or $239,968 at 6%; with 50% employer match about $239,968 at 4% or $159,979 at 6%; with 100% employer match about $179,976 at 4% or $119,984 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-11$172,508$82,467$7,497iApproximate average salary by contribution assumption: employee only about $187,425 at 4% or $124,950 at 6%; with 50% employer match about $124,950 at 4% or $83,300 at 6%; with 100% employer match about $93,713 at 4% or $62,475 at 6%.
2005211$2,040,391$219,982$19,998iApproximate average salary by contribution assumption: employee only about $499,959 at 4% or $333,306 at 6%; with 50% employer match about $333,306 at 4% or $222,204 at 6%; with 100% employer match about $249,980 at 4% or $166,653 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-11$1,957,229$136,820$12,438iApproximate average salary by contribution assumption: employee only about $310,955 at 4% or $207,303 at 6%; with 50% employer match about $207,303 at 4% or $138,202 at 6%; with 100% employer match about $155,477 at 4% or $103,652 at 6%.
Williston Orthodontics PC. Cash Balance Pension Trust-11$83,162$83,162$7,560iApproximate average salary by contribution assumption: employee only about $189,005 at 4% or $126,003 at 6%; with 50% employer match about $126,003 at 4% or $84,002 at 6%; with 100% employer match about $94,502 at 4% or $63,002 at 6%.
200418$1,667,864$34,365$4,296iApproximate average salary by contribution assumption: employee only about $107,391 at 4% or $71,594 at 6%; with 50% employer match about $71,594 at 4% or $47,729 at 6%; with 100% employer match about $53,695 at 4% or $35,797 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-8$1,667,864$34,365$4,296iApproximate average salary by contribution assumption: employee only about $107,391 at 4% or $71,594 at 6%; with 50% employer match about $71,594 at 4% or $47,729 at 6%; with 100% employer match about $53,695 at 4% or $35,797 at 6%.
200318$0$0-
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-8---
200218$0$0-
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-8---
200118$0$0-
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-8---
200019$0$0-
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-9---
199919$995,876$76,740$8,527iApproximate average salary by contribution assumption: employee only about $213,167 at 4% or $142,111 at 6%; with 50% employer match about $142,111 at 4% or $94,741 at 6%; with 100% employer match about $106,583 at 4% or $71,056 at 6%.
Williston Orthodontics PC. Retirement Trust a Profit-Sharing Plan and Trust-9$995,876$76,740$8,527iApproximate average salary by contribution assumption: employee only about $213,167 at 4% or $142,111 at 6%; with 50% employer match about $142,111 at 4% or $94,741 at 6%; with 100% employer match about $106,583 at 4% or $71,056 at 6%.
Williston Orthodontics PC. | EIN 11-2662038 | 2022 Form 5500 Company Profile