Civic Intelligence

Schulten Orthodontics

Plan context: Schulten Orthodontics 401K Plan

EIN 20-1971885 • Louisville, KY • 16 filings • 2 plans

5207 Commerce Crossing DrLouisville, KY 40229
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,544,539

2024 Contributions

$48,108

Historical Graphs

Total Assets Over Time

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

$1,544,539$772,270$0200920172024YearValue
$1,544,539Latest year 2024

Participants Over Time

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

740200920172024YearValue
5Latest 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
202415$1,544,539$48,108$9,622iApproximate average salary by contribution assumption: employee only about $240,540 at 4% or $160,360 at 6%; with 50% employer match about $160,360 at 4% or $106,907 at 6%; with 100% employer match about $120,270 at 4% or $80,180 at 6%.
Schulten Orthodontics 401K Plan-5$1,544,539$48,108$9,622iApproximate average salary by contribution assumption: employee only about $240,540 at 4% or $160,360 at 6%; with 50% employer match about $160,360 at 4% or $106,907 at 6%; with 100% employer match about $120,270 at 4% or $80,180 at 6%.
202317$1,283,005$84,313$12,045iApproximate average salary by contribution assumption: employee only about $301,118 at 4% or $200,745 at 6%; with 50% employer match about $200,745 at 4% or $133,830 at 6%; with 100% employer match about $150,559 at 4% or $100,373 at 6%.
Schulten Orthodontics 401K Plan-7$1,283,005$84,313$12,045iApproximate average salary by contribution assumption: employee only about $301,118 at 4% or $200,745 at 6%; with 50% employer match about $200,745 at 4% or $133,830 at 6%; with 100% employer match about $150,559 at 4% or $100,373 at 6%.
202215$1,002,666$69,123$13,825iApproximate average salary by contribution assumption: employee only about $345,615 at 4% or $230,410 at 6%; with 50% employer match about $230,410 at 4% or $153,607 at 6%; with 100% employer match about $172,808 at 4% or $115,205 at 6%.
Schulten Orthodontics 401K Plan-5$1,002,666$69,123$13,825iApproximate average salary by contribution assumption: employee only about $345,615 at 4% or $230,410 at 6%; with 50% employer match about $230,410 at 4% or $153,607 at 6%; with 100% employer match about $172,808 at 4% or $115,205 at 6%.
202116$1,253,337$75,840$12,640iApproximate average salary by contribution assumption: employee only about $316,000 at 4% or $210,667 at 6%; with 50% employer match about $210,667 at 4% or $140,444 at 6%; with 100% employer match about $158,000 at 4% or $105,333 at 6%.
Schulten Orthodontics 401K Plan-6$1,253,337$75,840$12,640iApproximate average salary by contribution assumption: employee only about $316,000 at 4% or $210,667 at 6%; with 50% employer match about $210,667 at 4% or $140,444 at 6%; with 100% employer match about $158,000 at 4% or $105,333 at 6%.
202015$1,043,006$75,565$15,113iApproximate average salary by contribution assumption: employee only about $377,825 at 4% or $251,883 at 6%; with 50% employer match about $251,883 at 4% or $167,922 at 6%; with 100% employer match about $188,913 at 4% or $125,942 at 6%.
Schulten Orthodontics 401K Plan-5$1,043,006$75,565$15,113iApproximate average salary by contribution assumption: employee only about $377,825 at 4% or $251,883 at 6%; with 50% employer match about $251,883 at 4% or $167,922 at 6%; with 100% employer match about $188,913 at 4% or $125,942 at 6%.
201915$916,633$61,517$12,303iApproximate average salary by contribution assumption: employee only about $307,585 at 4% or $205,057 at 6%; with 50% employer match about $205,057 at 4% or $136,704 at 6%; with 100% employer match about $153,793 at 4% or $102,528 at 6%.
Schulten Orthodontics 401K Plan-5$916,633$61,517$12,303iApproximate average salary by contribution assumption: employee only about $307,585 at 4% or $205,057 at 6%; with 50% employer match about $205,057 at 4% or $136,704 at 6%; with 100% employer match about $153,793 at 4% or $102,528 at 6%.
201816$702,132$55,173$9,196iApproximate average salary by contribution assumption: employee only about $229,888 at 4% or $153,258 at 6%; with 50% employer match about $153,258 at 4% or $102,172 at 6%; with 100% employer match about $114,944 at 4% or $76,629 at 6%.
Schulten Orthodontics 401K Plan-6$702,132$55,173$9,196iApproximate average salary by contribution assumption: employee only about $229,888 at 4% or $153,258 at 6%; with 50% employer match about $153,258 at 4% or $102,172 at 6%; with 100% employer match about $114,944 at 4% or $76,629 at 6%.
201715$713,414$75,741$15,148iApproximate average salary by contribution assumption: employee only about $378,705 at 4% or $252,470 at 6%; with 50% employer match about $252,470 at 4% or $168,313 at 6%; with 100% employer match about $189,353 at 4% or $126,235 at 6%.
Schulten Orthodontics 401K Plan-5$713,414$75,741$15,148iApproximate average salary by contribution assumption: employee only about $378,705 at 4% or $252,470 at 6%; with 50% employer match about $252,470 at 4% or $168,313 at 6%; with 100% employer match about $189,353 at 4% or $126,235 at 6%.
201615$542,543$67,518$13,504iApproximate average salary by contribution assumption: employee only about $337,590 at 4% or $225,060 at 6%; with 50% employer match about $225,060 at 4% or $150,040 at 6%; with 100% employer match about $168,795 at 4% or $112,530 at 6%.
Schulten Orthodontics 401K Plan-5$542,543$67,518$13,504iApproximate average salary by contribution assumption: employee only about $337,590 at 4% or $225,060 at 6%; with 50% employer match about $225,060 at 4% or $150,040 at 6%; with 100% employer match about $168,795 at 4% or $112,530 at 6%.
201515$447,759$75,197$15,039iApproximate average salary by contribution assumption: employee only about $375,985 at 4% or $250,657 at 6%; with 50% employer match about $250,657 at 4% or $167,104 at 6%; with 100% employer match about $187,993 at 4% or $125,328 at 6%.
Schulten Orthodontics 401K Plan-5$447,759$75,197$15,039iApproximate average salary by contribution assumption: employee only about $375,985 at 4% or $250,657 at 6%; with 50% employer match about $250,657 at 4% or $167,104 at 6%; with 100% employer match about $187,993 at 4% or $125,328 at 6%.
201415$399,637$54,921$10,984iApproximate average salary by contribution assumption: employee only about $274,605 at 4% or $183,070 at 6%; with 50% employer match about $183,070 at 4% or $122,047 at 6%; with 100% employer match about $137,303 at 4% or $91,535 at 6%.
Schulten Orthodontics 401K Plan-5$399,637$54,921$10,984iApproximate average salary by contribution assumption: employee only about $274,605 at 4% or $183,070 at 6%; with 50% employer match about $183,070 at 4% or $122,047 at 6%; with 100% employer match about $137,303 at 4% or $91,535 at 6%.
201315$332,504$58,203$11,641iApproximate average salary by contribution assumption: employee only about $291,015 at 4% or $194,010 at 6%; with 50% employer match about $194,010 at 4% or $129,340 at 6%; with 100% employer match about $145,508 at 4% or $97,005 at 6%.
Schulten Orthodontics 401K Plan-5$332,504$58,203$11,641iApproximate average salary by contribution assumption: employee only about $291,015 at 4% or $194,010 at 6%; with 50% employer match about $194,010 at 4% or $129,340 at 6%; with 100% employer match about $145,508 at 4% or $97,005 at 6%.
201214$235,228$32,384$8,096iApproximate average salary by contribution assumption: employee only about $202,400 at 4% or $134,933 at 6%; with 50% employer match about $134,933 at 4% or $89,956 at 6%; with 100% employer match about $101,200 at 4% or $67,467 at 6%.
Schulten Orthodontics 401K Plan-4$235,228$32,384$8,096iApproximate average salary by contribution assumption: employee only about $202,400 at 4% or $134,933 at 6%; with 50% employer match about $134,933 at 4% or $89,956 at 6%; with 100% employer match about $101,200 at 4% or $67,467 at 6%.
201115$191,609$33,283$6,657iApproximate average salary by contribution assumption: employee only about $166,415 at 4% or $110,943 at 6%; with 50% employer match about $110,943 at 4% or $73,962 at 6%; with 100% employer match about $83,208 at 4% or $55,472 at 6%.
Schulten Orthodontics 401K Plan-5$191,609$33,283$6,657iApproximate average salary by contribution assumption: employee only about $166,415 at 4% or $110,943 at 6%; with 50% employer match about $110,943 at 4% or $73,962 at 6%; with 100% employer match about $83,208 at 4% or $55,472 at 6%.
201015$168,973$35,086$7,017iApproximate average salary by contribution assumption: employee only about $175,430 at 4% or $116,953 at 6%; with 50% employer match about $116,953 at 4% or $77,969 at 6%; with 100% employer match about $87,715 at 4% or $58,477 at 6%.
Schulten Orthodontics 401K Plan-5$168,973$35,086$7,017iApproximate average salary by contribution assumption: employee only about $175,430 at 4% or $116,953 at 6%; with 50% employer match about $116,953 at 4% or $77,969 at 6%; with 100% employer match about $87,715 at 4% or $58,477 at 6%.
200915$117,759$116,530$23,306iApproximate average salary by contribution assumption: employee only about $582,650 at 4% or $388,433 at 6%; with 50% employer match about $388,433 at 4% or $258,956 at 6%; with 100% employer match about $291,325 at 4% or $194,217 at 6%.
Schulten Orthodontics 401K Plan-5$117,759$116,530$23,306iApproximate average salary by contribution assumption: employee only about $582,650 at 4% or $388,433 at 6%; with 50% employer match about $388,433 at 4% or $258,956 at 6%; with 100% employer match about $291,325 at 4% or $194,217 at 6%.