Civic Intelligence

Michael S. Lyons, Dds, Ms, a Professional Dental Corporation

Plan context: Lyons Orthodontics Retirement Plan & Trust

EIN 20-0571459 • Placentia, CA • 16 filings • 4 plans

300 E. Yorba Linda Blvd., Ste HPlacentia, CA 92870
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$658,537

2024 Contributions

$270,662

Historical Graphs

Total Assets Over Time

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

$658,537$329,269$0200420112023YearValue
$658,537Latest year 2023

Participants Over Time

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

950200420112023YearValue
7Latest year 2023

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
202410$0$0-
Lyons Orthodontics Retirement Plan & Trust-0$0--
202317$658,537$270,662$38,666iApproximate average salary by contribution assumption: employee only about $966,650 at 4% or $644,433 at 6%; with 50% employer match about $644,433 at 4% or $429,622 at 6%; with 100% employer match about $483,325 at 4% or $322,217 at 6%.
Lyons Orthodontics Retirement Plan & Trust-7$658,537$270,662$38,666iApproximate average salary by contribution assumption: employee only about $966,650 at 4% or $644,433 at 6%; with 50% employer match about $644,433 at 4% or $429,622 at 6%; with 100% employer match about $483,325 at 4% or $322,217 at 6%.
202217$305,630$111,372$15,910iApproximate average salary by contribution assumption: employee only about $397,757 at 4% or $265,171 at 6%; with 50% employer match about $265,171 at 4% or $176,781 at 6%; with 100% employer match about $198,879 at 4% or $132,586 at 6%.
Lyons Orthodontics Retirement Plan & Trust-7$305,630$111,372$15,910iApproximate average salary by contribution assumption: employee only about $397,757 at 4% or $265,171 at 6%; with 50% employer match about $265,171 at 4% or $176,781 at 6%; with 100% employer match about $198,879 at 4% or $132,586 at 6%.
202116$229,227$109,675$18,279iApproximate average salary by contribution assumption: employee only about $456,979 at 4% or $304,653 at 6%; with 50% employer match about $304,653 at 4% or $203,102 at 6%; with 100% employer match about $228,490 at 4% or $152,326 at 6%.
Lyons Orthodontics Retirement Plan & Trust-6$229,227$109,675$18,279iApproximate average salary by contribution assumption: employee only about $456,979 at 4% or $304,653 at 6%; with 50% employer match about $304,653 at 4% or $203,102 at 6%; with 100% employer match about $228,490 at 4% or $152,326 at 6%.
202016$101,103$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Lyons Orthodontics Retirement Plan & Trust-6$101,103$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201410$0$3,410-
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-0$0$3,410-
201316$608,236$9,697$1,616iApproximate average salary by contribution assumption: employee only about $40,404 at 4% or $26,936 at 6%; with 50% employer match about $26,936 at 4% or $17,957 at 6%; with 100% employer match about $20,202 at 4% or $13,468 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-6$608,236$9,697$1,616iApproximate average salary by contribution assumption: employee only about $40,404 at 4% or $26,936 at 6%; with 50% employer match about $26,936 at 4% or $17,957 at 6%; with 100% employer match about $20,202 at 4% or $13,468 at 6%.
201216$502,091$8,810$1,468iApproximate average salary by contribution assumption: employee only about $36,708 at 4% or $24,472 at 6%; with 50% employer match about $24,472 at 4% or $16,315 at 6%; with 100% employer match about $18,354 at 4% or $12,236 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-6$502,091$8,810$1,468iApproximate average salary by contribution assumption: employee only about $36,708 at 4% or $24,472 at 6%; with 50% employer match about $24,472 at 4% or $16,315 at 6%; with 100% employer match about $18,354 at 4% or $12,236 at 6%.
201117$432,540$8,038$1,148iApproximate average salary by contribution assumption: employee only about $28,707 at 4% or $19,138 at 6%; with 50% employer match about $19,138 at 4% or $12,759 at 6%; with 100% employer match about $14,354 at 4% or $9,569 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-7$432,540$8,038$1,148iApproximate average salary by contribution assumption: employee only about $28,707 at 4% or $19,138 at 6%; with 50% employer match about $19,138 at 4% or $12,759 at 6%; with 100% employer match about $14,354 at 4% or $9,569 at 6%.
201018$506,832$21,289$2,661iApproximate average salary by contribution assumption: employee only about $66,528 at 4% or $44,352 at 6%; with 50% employer match about $44,352 at 4% or $29,568 at 6%; with 100% employer match about $33,264 at 4% or $22,176 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-8$506,832$21,289$2,661iApproximate average salary by contribution assumption: employee only about $66,528 at 4% or $44,352 at 6%; with 50% employer match about $44,352 at 4% or $29,568 at 6%; with 100% employer match about $33,264 at 4% or $22,176 at 6%.
200919$460,589$36,231$4,026iApproximate average salary by contribution assumption: employee only about $100,642 at 4% or $67,094 at 6%; with 50% employer match about $67,094 at 4% or $44,730 at 6%; with 100% employer match about $50,321 at 4% or $33,547 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-9$460,589$36,231$4,026iApproximate average salary by contribution assumption: employee only about $100,642 at 4% or $67,094 at 6%; with 50% employer match about $67,094 at 4% or $44,730 at 6%; with 100% employer match about $50,321 at 4% or $33,547 at 6%.
200816$0$0-
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-6---
200716$419,184$29,353$4,892iApproximate average salary by contribution assumption: employee only about $122,304 at 4% or $81,536 at 6%; with 50% employer match about $81,536 at 4% or $54,357 at 6%; with 100% employer match about $61,152 at 4% or $40,768 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-6$419,184$29,353$4,892iApproximate average salary by contribution assumption: employee only about $122,304 at 4% or $81,536 at 6%; with 50% employer match about $81,536 at 4% or $54,357 at 6%; with 100% employer match about $61,152 at 4% or $40,768 at 6%.
200617$368,849$30,791$4,399iApproximate average salary by contribution assumption: employee only about $109,968 at 4% or $73,312 at 6%; with 50% employer match about $73,312 at 4% or $48,875 at 6%; with 100% employer match about $54,984 at 4% or $36,656 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-7$368,849$30,791$4,399iApproximate average salary by contribution assumption: employee only about $109,968 at 4% or $73,312 at 6%; with 50% employer match about $73,312 at 4% or $48,875 at 6%; with 100% employer match about $54,984 at 4% or $36,656 at 6%.
200516$331,562$69,891$11,649iApproximate average salary by contribution assumption: employee only about $291,213 at 4% or $194,142 at 6%; with 50% employer match about $194,142 at 4% or $129,428 at 6%; with 100% employer match about $145,606 at 4% or $97,071 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-6$331,562$69,891$11,649iApproximate average salary by contribution assumption: employee only about $291,213 at 4% or $194,142 at 6%; with 50% employer match about $194,142 at 4% or $129,428 at 6%; with 100% employer match about $145,606 at 4% or $97,071 at 6%.
200415$255,199$62,621$12,524iApproximate average salary by contribution assumption: employee only about $313,105 at 4% or $208,737 at 6%; with 50% employer match about $208,737 at 4% or $139,158 at 6%; with 100% employer match about $156,553 at 4% or $104,368 at 6%.
Michael S. Lyons, Dds, Ms Inc. 401K Profit Sharing Plan-5$255,199$62,621$12,524iApproximate average salary by contribution assumption: employee only about $313,105 at 4% or $208,737 at 6%; with 50% employer match about $208,737 at 4% or $139,158 at 6%; with 100% employer match about $156,553 at 4% or $104,368 at 6%.