Civic Intelligence

Gorman & Bunch Orthodontics

Plan context: GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN

EIN 20-1915157 • Marion, IN • 20 filings • 3 plans

617 N River DrMarion, IN 46952
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,830,231

2024 Contributions

$90,004

Historical Graphs

Total Assets Over Time

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

$7,869,704$3,934,852$0201220182024YearValue
$3,830,231Latest year 2024

Participants Over Time

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

69350201220182024YearValue
21Latest year 2024

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
2024221$3,830,231$90,004$4,286iApproximate average salary by contribution assumption: employee only about $107,148 at 4% or $71,432 at 6%; with 50% employer match about $71,432 at 4% or $47,621 at 6%; with 100% employer match about $53,574 at 4% or $35,716 at 6%.
GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN-3$2,306,341$0-
Gorman & Bunch Orthodontics 401(K) Plan-21$1,523,890$90,004$4,286iApproximate average salary by contribution assumption: employee only about $107,148 at 4% or $71,432 at 6%; with 50% employer match about $71,432 at 4% or $47,621 at 6%; with 100% employer match about $53,574 at 4% or $35,716 at 6%.
2023269$7,869,704$1,117,764$16,199iApproximate average salary by contribution assumption: employee only about $404,987 at 4% or $269,991 at 6%; with 50% employer match about $269,991 at 4% or $179,994 at 6%; with 100% employer match about $202,493 at 4% or $134,996 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-69$5,562,170$197,987$2,869iApproximate average salary by contribution assumption: employee only about $71,734 at 4% or $47,823 at 6%; with 50% employer match about $47,823 at 4% or $31,882 at 6%; with 100% employer match about $35,867 at 4% or $23,911 at 6%.
GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN-31$2,307,534$919,777$29,670iApproximate average salary by contribution assumption: employee only about $741,756 at 4% or $494,504 at 6%; with 50% employer match about $494,504 at 4% or $329,669 at 6%; with 100% employer match about $370,878 at 4% or $247,252 at 6%.
2022263$5,984,735$759,549$12,056iApproximate average salary by contribution assumption: employee only about $301,408 at 4% or $200,939 at 6%; with 50% employer match about $200,939 at 4% or $133,959 at 6%; with 100% employer match about $150,704 at 4% or $100,469 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-63$4,622,152$345,665$5,487iApproximate average salary by contribution assumption: employee only about $137,169 at 4% or $91,446 at 6%; with 50% employer match about $91,446 at 4% or $60,964 at 6%; with 100% employer match about $68,584 at 4% or $45,723 at 6%.
GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN-48$1,362,583$413,884$8,623iApproximate average salary by contribution assumption: employee only about $215,565 at 4% or $143,710 at 6%; with 50% employer match about $143,710 at 4% or $95,806 at 6%; with 100% employer match about $107,782 at 4% or $71,855 at 6%.
2021253$6,297,832$527,417$9,951iApproximate average salary by contribution assumption: employee only about $248,782 at 4% or $165,854 at 6%; with 50% employer match about $165,854 at 4% or $110,570 at 6%; with 100% employer match about $124,391 at 4% or $82,927 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-53$5,282,167$290,182$5,475iApproximate average salary by contribution assumption: employee only about $136,878 at 4% or $91,252 at 6%; with 50% employer match about $91,252 at 4% or $60,835 at 6%; with 100% employer match about $68,439 at 4% or $45,626 at 6%.
GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN-41$1,015,665$237,235$5,786iApproximate average salary by contribution assumption: employee only about $144,655 at 4% or $96,437 at 6%; with 50% employer match about $96,437 at 4% or $64,291 at 6%; with 100% employer match about $72,328 at 4% or $48,218 at 6%.
2020248$5,171,182$560,838$11,684iApproximate average salary by contribution assumption: employee only about $292,103 at 4% or $194,735 at 6%; with 50% employer match about $194,735 at 4% or $129,824 at 6%; with 100% employer match about $146,052 at 4% or $97,368 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-48$4,433,757$326,228$6,796iApproximate average salary by contribution assumption: employee only about $169,910 at 4% or $113,274 at 6%; with 50% employer match about $113,274 at 4% or $75,516 at 6%; with 100% employer match about $84,955 at 4% or $56,637 at 6%.
GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN-37$737,425$234,610$6,341iApproximate average salary by contribution assumption: employee only about $158,520 at 4% or $105,680 at 6%; with 50% employer match about $105,680 at 4% or $70,453 at 6%; with 100% employer match about $79,260 at 4% or $52,840 at 6%.
2019245$4,208,891$465,790$10,351iApproximate average salary by contribution assumption: employee only about $258,772 at 4% or $172,515 at 6%; with 50% employer match about $172,515 at 4% or $115,010 at 6%; with 100% employer match about $129,386 at 4% or $86,257 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-45$3,741,576$235,248$5,228iApproximate average salary by contribution assumption: employee only about $130,693 at 4% or $87,129 at 6%; with 50% employer match about $87,129 at 4% or $58,086 at 6%; with 100% employer match about $65,347 at 4% or $43,564 at 6%.
GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN-35$467,315$230,542$6,587iApproximate average salary by contribution assumption: employee only about $164,673 at 4% or $109,782 at 6%; with 50% employer match about $109,782 at 4% or $73,188 at 6%; with 100% employer match about $82,336 at 4% or $54,891 at 6%.
2018236$3,371,754$414,680$11,519iApproximate average salary by contribution assumption: employee only about $287,972 at 4% or $191,981 at 6%; with 50% employer match about $191,981 at 4% or $127,988 at 6%; with 100% employer match about $143,986 at 4% or $95,991 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-36$3,150,056$192,982$5,361iApproximate average salary by contribution assumption: employee only about $134,015 at 4% or $89,344 at 6%; with 50% employer match about $89,344 at 4% or $59,562 at 6%; with 100% employer match about $67,008 at 4% or $44,672 at 6%.
GORMAN & BUNCH ORTHODONTICS CASH BALANCE PENSION PLAN-24$221,698$221,698$9,237iApproximate average salary by contribution assumption: employee only about $230,935 at 4% or $153,957 at 6%; with 50% employer match about $153,957 at 4% or $102,638 at 6%; with 100% employer match about $115,468 at 4% or $76,978 at 6%.
2017125$3,219,846$223,320$8,933iApproximate average salary by contribution assumption: employee only about $223,320 at 4% or $148,880 at 6%; with 50% employer match about $148,880 at 4% or $99,253 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-25$3,219,846$223,320$8,933iApproximate average salary by contribution assumption: employee only about $223,320 at 4% or $148,880 at 6%; with 50% employer match about $148,880 at 4% or $99,253 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%.
2016129$2,608,864$156,616$5,401iApproximate average salary by contribution assumption: employee only about $135,014 at 4% or $90,009 at 6%; with 50% employer match about $90,009 at 4% or $60,006 at 6%; with 100% employer match about $67,507 at 4% or $45,005 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-29$2,608,864$156,616$5,401iApproximate average salary by contribution assumption: employee only about $135,014 at 4% or $90,009 at 6%; with 50% employer match about $90,009 at 4% or $60,006 at 6%; with 100% employer match about $67,507 at 4% or $45,005 at 6%.
2015114$490,780$151,467$10,819iApproximate average salary by contribution assumption: employee only about $270,477 at 4% or $180,318 at 6%; with 50% employer match about $180,318 at 4% or $120,212 at 6%; with 100% employer match about $135,238 at 4% or $90,159 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-14$490,780$151,467$10,819iApproximate average salary by contribution assumption: employee only about $270,477 at 4% or $180,318 at 6%; with 50% employer match about $180,318 at 4% or $120,212 at 6%; with 100% employer match about $135,238 at 4% or $90,159 at 6%.
2014110$343,924$125,813$12,581iApproximate average salary by contribution assumption: employee only about $314,533 at 4% or $209,688 at 6%; with 50% employer match about $209,688 at 4% or $139,792 at 6%; with 100% employer match about $157,266 at 4% or $104,844 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-10$343,924$125,813$12,581iApproximate average salary by contribution assumption: employee only about $314,533 at 4% or $209,688 at 6%; with 50% employer match about $209,688 at 4% or $139,792 at 6%; with 100% employer match about $157,266 at 4% or $104,844 at 6%.
201318$211,644$116,927$14,616iApproximate average salary by contribution assumption: employee only about $365,397 at 4% or $243,598 at 6%; with 50% employer match about $243,598 at 4% or $162,399 at 6%; with 100% employer match about $182,698 at 4% or $121,799 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-8$211,644$116,927$14,616iApproximate average salary by contribution assumption: employee only about $365,397 at 4% or $243,598 at 6%; with 50% employer match about $243,598 at 4% or $162,399 at 6%; with 100% employer match about $182,698 at 4% or $121,799 at 6%.
201217$70,394$68,161$9,737iApproximate average salary by contribution assumption: employee only about $243,432 at 4% or $162,288 at 6%; with 50% employer match about $162,288 at 4% or $108,192 at 6%; with 100% employer match about $121,716 at 4% or $81,144 at 6%.
Gorman & Bunch Orthodontics 401(K) Plan-7$70,394$68,161$9,737iApproximate average salary by contribution assumption: employee only about $243,432 at 4% or $162,288 at 6%; with 50% employer match about $162,288 at 4% or $108,192 at 6%; with 100% employer match about $121,716 at 4% or $81,144 at 6%.