Civic Intelligence

Kazley Orthodontics

Plan context: Kazley Orthodontics Retirement Trust

EIN 16-1283247 • Rochester, NY • 10 filings • 1 plans

1688 Monroe Ave.Rochester, NY 14618
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$404,780

2021 Contributions

$26,486

Historical Graphs

Total Assets Over Time

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

$404,780$202,390$0201220162020YearValue
$404,780Latest year 2020

Participants Over Time

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

630201220162020YearValue
5Latest year 2020

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
202110$0$26,486-
Kazley Orthodontics Retirement Trust-0$0$26,486-
202015$404,780$36,178$7,236iApproximate average salary by contribution assumption: employee only about $180,890 at 4% or $120,593 at 6%; with 50% employer match about $120,593 at 4% or $80,396 at 6%; with 100% employer match about $90,445 at 4% or $60,297 at 6%.
Kazley Orthodontics Retirement Trust-5$404,780$36,178$7,236iApproximate average salary by contribution assumption: employee only about $180,890 at 4% or $120,593 at 6%; with 50% employer match about $120,593 at 4% or $80,396 at 6%; with 100% employer match about $90,445 at 4% or $60,297 at 6%.
201914$302,730$35,890$8,973iApproximate average salary by contribution assumption: employee only about $224,313 at 4% or $149,542 at 6%; with 50% employer match about $149,542 at 4% or $99,694 at 6%; with 100% employer match about $112,156 at 4% or $74,771 at 6%.
Kazley Orthodontics Retirement Trust-4$302,730$35,890$8,973iApproximate average salary by contribution assumption: employee only about $224,313 at 4% or $149,542 at 6%; with 50% employer match about $149,542 at 4% or $99,694 at 6%; with 100% employer match about $112,156 at 4% or $74,771 at 6%.
201815$231,254$36,012$7,202iApproximate average salary by contribution assumption: employee only about $180,060 at 4% or $120,040 at 6%; with 50% employer match about $120,040 at 4% or $80,027 at 6%; with 100% employer match about $90,030 at 4% or $60,020 at 6%.
Kazley Orthodontics Retirement Trust-5$231,254$36,012$7,202iApproximate average salary by contribution assumption: employee only about $180,060 at 4% or $120,040 at 6%; with 50% employer match about $120,040 at 4% or $80,027 at 6%; with 100% employer match about $90,030 at 4% or $60,020 at 6%.
201715$204,867$34,492$6,898iApproximate average salary by contribution assumption: employee only about $172,460 at 4% or $114,973 at 6%; with 50% employer match about $114,973 at 4% or $76,649 at 6%; with 100% employer match about $86,230 at 4% or $57,487 at 6%.
Kazley Orthodontics Retirement Trust-5$204,867$34,492$6,898iApproximate average salary by contribution assumption: employee only about $172,460 at 4% or $114,973 at 6%; with 50% employer match about $114,973 at 4% or $76,649 at 6%; with 100% employer match about $86,230 at 4% or $57,487 at 6%.
201615$141,128$33,088$6,618iApproximate average salary by contribution assumption: employee only about $165,440 at 4% or $110,293 at 6%; with 50% employer match about $110,293 at 4% or $73,529 at 6%; with 100% employer match about $82,720 at 4% or $55,147 at 6%.
Kazley Orthodontics Retirement Trust-5$141,128$33,088$6,618iApproximate average salary by contribution assumption: employee only about $165,440 at 4% or $110,293 at 6%; with 50% employer match about $110,293 at 4% or $73,529 at 6%; with 100% employer match about $82,720 at 4% or $55,147 at 6%.
201515$99,891$21,988$4,398iApproximate average salary by contribution assumption: employee only about $109,940 at 4% or $73,293 at 6%; with 50% employer match about $73,293 at 4% or $48,862 at 6%; with 100% employer match about $54,970 at 4% or $36,647 at 6%.
Kazley Orthodontics Retirement Trust-5$99,891$21,988$4,398iApproximate average salary by contribution assumption: employee only about $109,940 at 4% or $73,293 at 6%; with 50% employer match about $73,293 at 4% or $48,862 at 6%; with 100% employer match about $54,970 at 4% or $36,647 at 6%.
201416$108,998$24,450$4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%.
Kazley Orthodontics Retirement Trust-6$108,998$24,450$4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%.
201316$77,144$49,088$8,181iApproximate average salary by contribution assumption: employee only about $204,533 at 4% or $136,356 at 6%; with 50% employer match about $136,356 at 4% or $90,904 at 6%; with 100% employer match about $102,267 at 4% or $68,178 at 6%.
Kazley Orthodontics Retirement Trust-6$77,144$49,088$8,181iApproximate average salary by contribution assumption: employee only about $204,533 at 4% or $136,356 at 6%; with 50% employer match about $136,356 at 4% or $90,904 at 6%; with 100% employer match about $102,267 at 4% or $68,178 at 6%.
201216$18,837$18,472$3,079iApproximate average salary by contribution assumption: employee only about $76,967 at 4% or $51,311 at 6%; with 50% employer match about $51,311 at 4% or $34,207 at 6%; with 100% employer match about $38,483 at 4% or $25,656 at 6%.
Kazley Orthodontics Retirement Trust-6$18,837$18,472$3,079iApproximate average salary by contribution assumption: employee only about $76,967 at 4% or $51,311 at 6%; with 50% employer match about $51,311 at 4% or $34,207 at 6%; with 100% employer match about $38,483 at 4% or $25,656 at 6%.