Civic Intelligence

Robert C. Sjursen, Jr. PLLC

Plan context: Hillsboro Orthodontics 401K Plan

EIN 20-2571338 • Franklin, TN • 35 filings • 4 plans

2020 Fieldstone Pkwy, Suite 400Franklin, TN 37069
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$8,009,019

2024 Contributions

$679,772

Historical Graphs

Total Assets Over Time

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

$8,009,019$4,004,510$0200420142024YearValue
$8,009,019Latest year 2024

Participants Over Time

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

1160200420142024YearValue
11Latest 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
2024211$8,009,019$679,772$61,797iApproximate average salary by contribution assumption: employee only about $1,544,936 at 4% or $1,029,958 at 6%; with 50% employer match about $1,029,958 at 4% or $686,638 at 6%; with 100% employer match about $772,468 at 4% or $514,979 at 6%.
Hillsboro Orthodontics 401K Plan-11$4,253,385$139,772$12,707iApproximate average salary by contribution assumption: employee only about $317,664 at 4% or $211,776 at 6%; with 50% employer match about $211,776 at 4% or $141,184 at 6%; with 100% employer match about $158,832 at 4% or $105,888 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-10$3,755,634$540,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
202329$6,672,167$763,277$84,809iApproximate average salary by contribution assumption: employee only about $2,120,214 at 4% or $1,413,476 at 6%; with 50% employer match about $1,413,476 at 4% or $942,317 at 6%; with 100% employer match about $1,060,107 at 4% or $706,738 at 6%.
Hillsboro Orthodontics 401K Plan-9$3,713,329$127,277$14,142iApproximate average salary by contribution assumption: employee only about $353,547 at 4% or $235,698 at 6%; with 50% employer match about $235,698 at 4% or $157,132 at 6%; with 100% employer match about $176,774 at 4% or $117,849 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-9$2,958,838$636,000$70,667iApproximate average salary by contribution assumption: employee only about $1,766,667 at 4% or $1,177,778 at 6%; with 50% employer match about $1,177,778 at 4% or $785,185 at 6%; with 100% employer match about $883,333 at 4% or $588,889 at 6%.
202229$5,201,283$434,512$48,279iApproximate average salary by contribution assumption: employee only about $1,206,978 at 4% or $804,652 at 6%; with 50% employer match about $804,652 at 4% or $536,435 at 6%; with 100% employer match about $603,489 at 4% or $402,326 at 6%.
Hillsboro Orthodontics 401K Plan-9$3,163,998$113,180$12,576iApproximate average salary by contribution assumption: employee only about $314,389 at 4% or $209,593 at 6%; with 50% employer match about $209,593 at 4% or $139,728 at 6%; with 100% employer match about $157,194 at 4% or $104,796 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-9$2,037,285$321,332$35,704iApproximate average salary by contribution assumption: employee only about $892,589 at 4% or $595,059 at 6%; with 50% employer match about $595,059 at 4% or $396,706 at 6%; with 100% employer match about $446,294 at 4% or $297,530 at 6%.
2021211$5,599,173$293,060$26,642iApproximate average salary by contribution assumption: employee only about $666,045 at 4% or $444,030 at 6%; with 50% employer match about $444,030 at 4% or $296,020 at 6%; with 100% employer match about $333,023 at 4% or $222,015 at 6%.
Hillsboro Orthodontics 401K Plan-9$3,559,369$105,875$11,764iApproximate average salary by contribution assumption: employee only about $294,097 at 4% or $196,065 at 6%; with 50% employer match about $196,065 at 4% or $130,710 at 6%; with 100% employer match about $147,049 at 4% or $98,032 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-11$2,039,804$187,185$17,017iApproximate average salary by contribution assumption: employee only about $425,420 at 4% or $283,614 at 6%; with 50% employer match about $283,614 at 4% or $189,076 at 6%; with 100% employer match about $212,710 at 4% or $141,807 at 6%.
202029$4,962,258$307,812$34,201iApproximate average salary by contribution assumption: employee only about $855,033 at 4% or $570,022 at 6%; with 50% employer match about $570,022 at 4% or $380,015 at 6%; with 100% employer match about $427,517 at 4% or $285,011 at 6%.
Hillsboro Orthodontics 401K Plan-9$3,256,294$140,009$15,557iApproximate average salary by contribution assumption: employee only about $388,914 at 4% or $259,276 at 6%; with 50% employer match about $259,276 at 4% or $172,851 at 6%; with 100% employer match about $194,457 at 4% or $129,638 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-6$1,705,964$167,803$27,967iApproximate average salary by contribution assumption: employee only about $699,179 at 4% or $466,119 at 6%; with 50% employer match about $466,119 at 4% or $310,746 at 6%; with 100% employer match about $349,590 at 4% or $233,060 at 6%.
2019210$4,115,540$271,459$27,146iApproximate average salary by contribution assumption: employee only about $678,648 at 4% or $452,432 at 6%; with 50% employer match about $452,432 at 4% or $301,621 at 6%; with 100% employer match about $339,324 at 4% or $226,216 at 6%.
Hillsboro Orthodontics 401K Plan-10$2,764,794$117,262$11,726iApproximate average salary by contribution assumption: employee only about $293,155 at 4% or $195,437 at 6%; with 50% employer match about $195,437 at 4% or $130,291 at 6%; with 100% employer match about $146,578 at 4% or $97,718 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-8$1,350,746$154,197$19,275iApproximate average salary by contribution assumption: employee only about $481,866 at 4% or $321,244 at 6%; with 50% employer match about $321,244 at 4% or $214,163 at 6%; with 100% employer match about $240,933 at 4% or $160,622 at 6%.
201829$3,231,814$308,004$34,223iApproximate average salary by contribution assumption: employee only about $855,567 at 4% or $570,378 at 6%; with 50% employer match about $570,378 at 4% or $380,252 at 6%; with 100% employer match about $427,783 at 4% or $285,189 at 6%.
Hillsboro Orthodontics 401K Plan-9$2,209,091$104,312$11,590iApproximate average salary by contribution assumption: employee only about $289,756 at 4% or $193,170 at 6%; with 50% employer match about $193,170 at 4% or $128,780 at 6%; with 100% employer match about $144,878 at 4% or $96,585 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-8$1,022,723$203,692$25,462iApproximate average salary by contribution assumption: employee only about $636,538 at 4% or $424,358 at 6%; with 50% employer match about $424,358 at 4% or $282,906 at 6%; with 100% employer match about $318,269 at 4% or $212,179 at 6%.
201728$3,084,775$172,780$21,598iApproximate average salary by contribution assumption: employee only about $539,938 at 4% or $359,958 at 6%; with 50% employer match about $359,958 at 4% or $239,972 at 6%; with 100% employer match about $269,969 at 4% or $179,979 at 6%.
Hillsboro Orthodontics 401K Plan-8$2,220,919$82,780$10,348iApproximate average salary by contribution assumption: employee only about $258,688 at 4% or $172,458 at 6%; with 50% employer match about $172,458 at 4% or $114,972 at 6%; with 100% employer match about $129,344 at 4% or $86,229 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-6$863,856$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201629$2,579,241$266,065$29,563iApproximate average salary by contribution assumption: employee only about $739,069 at 4% or $492,713 at 6%; with 50% employer match about $492,713 at 4% or $328,475 at 6%; with 100% employer match about $369,535 at 4% or $246,356 at 6%.
Hillsboro Orthodontics 401K Plan-9$1,884,862$65,065$7,229iApproximate average salary by contribution assumption: employee only about $180,736 at 4% or $120,491 at 6%; with 50% employer match about $120,491 at 4% or $80,327 at 6%; with 100% employer match about $90,368 at 4% or $60,245 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-7$694,379$201,000$28,714iApproximate average salary by contribution assumption: employee only about $717,857 at 4% or $478,571 at 6%; with 50% employer match about $478,571 at 4% or $319,048 at 6%; with 100% employer match about $358,929 at 4% or $239,286 at 6%.
201529$2,193,726$75,232$8,359iApproximate average salary by contribution assumption: employee only about $208,978 at 4% or $139,319 at 6%; with 50% employer match about $139,319 at 4% or $92,879 at 6%; with 100% employer match about $104,489 at 4% or $69,659 at 6%.
Hillsboro Orthodontics 401K Plan-9$1,738,273$51,932$5,770iApproximate average salary by contribution assumption: employee only about $144,256 at 4% or $96,170 at 6%; with 50% employer match about $96,170 at 4% or $64,114 at 6%; with 100% employer match about $72,128 at 4% or $48,085 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-8$455,453$23,300$2,913iApproximate average salary by contribution assumption: employee only about $72,813 at 4% or $48,542 at 6%; with 50% employer match about $48,542 at 4% or $32,361 at 6%; with 100% employer match about $36,406 at 4% or $24,271 at 6%.
201428$2,145,349$145,695$18,212iApproximate average salary by contribution assumption: employee only about $455,297 at 4% or $303,531 at 6%; with 50% employer match about $303,531 at 4% or $202,354 at 6%; with 100% employer match about $227,648 at 4% or $151,766 at 6%.
Hillsboro Orthodontics 401K Plan-8$1,717,803$46,095$5,762iApproximate average salary by contribution assumption: employee only about $144,047 at 4% or $96,031 at 6%; with 50% employer match about $96,031 at 4% or $64,021 at 6%; with 100% employer match about $72,023 at 4% or $48,016 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-7$427,546$99,600$14,229iApproximate average salary by contribution assumption: employee only about $355,714 at 4% or $237,143 at 6%; with 50% employer match about $237,143 at 4% or $158,095 at 6%; with 100% employer match about $177,857 at 4% or $118,571 at 6%.
201327$1,891,435$150,051$21,436iApproximate average salary by contribution assumption: employee only about $535,896 at 4% or $357,264 at 6%; with 50% employer match about $357,264 at 4% or $238,176 at 6%; with 100% employer match about $267,948 at 4% or $178,632 at 6%.
Hillsboro Orthodontics 401K Plan-7$1,586,553$56,330$8,047iApproximate average salary by contribution assumption: employee only about $201,179 at 4% or $134,119 at 6%; with 50% employer match about $134,119 at 4% or $89,413 at 6%; with 100% employer match about $100,589 at 4% or $67,060 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-6$304,882$93,721$15,620iApproximate average salary by contribution assumption: employee only about $390,504 at 4% or $260,336 at 6%; with 50% employer match about $260,336 at 4% or $173,557 at 6%; with 100% employer match about $195,252 at 4% or $130,168 at 6%.
201227$1,535,894$160,567$22,938iApproximate average salary by contribution assumption: employee only about $573,454 at 4% or $382,302 at 6%; with 50% employer match about $382,302 at 4% or $254,868 at 6%; with 100% employer match about $286,727 at 4% or $191,151 at 6%.
Hillsboro Orthodontics 401K Plan-7$1,352,312$55,350$7,907iApproximate average salary by contribution assumption: employee only about $197,679 at 4% or $131,786 at 6%; with 50% employer match about $131,786 at 4% or $87,857 at 6%; with 100% employer match about $98,839 at 4% or $65,893 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-7$183,582$105,217$15,031iApproximate average salary by contribution assumption: employee only about $375,775 at 4% or $250,517 at 6%; with 50% employer match about $250,517 at 4% or $167,011 at 6%; with 100% employer match about $187,888 at 4% or $125,258 at 6%.
201128$1,212,979$118,190$14,774iApproximate average salary by contribution assumption: employee only about $369,344 at 4% or $246,229 at 6%; with 50% employer match about $246,229 at 4% or $164,153 at 6%; with 100% employer match about $184,672 at 4% or $123,115 at 6%.
Hillsboro Orthodontics 401K Plan-8$1,145,096$51,128$6,391iApproximate average salary by contribution assumption: employee only about $159,775 at 4% or $106,517 at 6%; with 50% employer match about $106,517 at 4% or $71,011 at 6%; with 100% employer match about $79,888 at 4% or $53,258 at 6%.
Hillsboro Orthodontics Cash Balance Pension Plan-8$67,883$67,062$8,383iApproximate average salary by contribution assumption: employee only about $209,569 at 4% or $139,713 at 6%; with 50% employer match about $139,713 at 4% or $93,142 at 6%; with 100% employer match about $104,784 at 4% or $69,856 at 6%.
201015$1,088,875$84,375$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Hillsboro Orthodontics 401K Plan-5$1,088,875$84,375$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
200917$901,091$80,625$11,518iApproximate average salary by contribution assumption: employee only about $287,946 at 4% or $191,964 at 6%; with 50% employer match about $191,964 at 4% or $127,976 at 6%; with 100% employer match about $143,973 at 4% or $95,982 at 6%.
Hillsboro Orthodontics 401K Plan-7$901,091$80,625$11,518iApproximate average salary by contribution assumption: employee only about $287,946 at 4% or $191,964 at 6%; with 50% employer match about $191,964 at 4% or $127,976 at 6%; with 100% employer match about $143,973 at 4% or $95,982 at 6%.
200814$696,272$373,368$93,342iApproximate average salary by contribution assumption: employee only about $2,333,550 at 4% or $1,555,700 at 6%; with 50% employer match about $1,555,700 at 4% or $1,037,133 at 6%; with 100% employer match about $1,166,775 at 4% or $777,850 at 6%.
Hillsboro Orthodontics 401K Plan-4$696,272$373,368$93,342iApproximate average salary by contribution assumption: employee only about $2,333,550 at 4% or $1,555,700 at 6%; with 50% employer match about $1,555,700 at 4% or $1,037,133 at 6%; with 100% employer match about $1,166,775 at 4% or $777,850 at 6%.
200715$477,858$73,018$14,604iApproximate average salary by contribution assumption: employee only about $365,090 at 4% or $243,393 at 6%; with 50% employer match about $243,393 at 4% or $162,262 at 6%; with 100% employer match about $182,545 at 4% or $121,697 at 6%.
Hillsboro Orthodontics 401K Plan-5$477,858$73,018$14,604iApproximate average salary by contribution assumption: employee only about $365,090 at 4% or $243,393 at 6%; with 50% employer match about $243,393 at 4% or $162,262 at 6%; with 100% employer match about $182,545 at 4% or $121,697 at 6%.
200614$321,950$63,360$15,840iApproximate average salary by contribution assumption: employee only about $396,000 at 4% or $264,000 at 6%; with 50% employer match about $264,000 at 4% or $176,000 at 6%; with 100% employer match about $198,000 at 4% or $132,000 at 6%.
Hillsboro Orthodontics 401K Plan-4$321,950$63,360$15,840iApproximate average salary by contribution assumption: employee only about $396,000 at 4% or $264,000 at 6%; with 50% employer match about $264,000 at 4% or $176,000 at 6%; with 100% employer match about $198,000 at 4% or $132,000 at 6%.
200513$256,288$62,933$20,978iApproximate average salary by contribution assumption: employee only about $524,442 at 4% or $349,628 at 6%; with 50% employer match about $349,628 at 4% or $233,085 at 6%; with 100% employer match about $262,221 at 4% or $174,814 at 6%.
Hillsboro Orthodontics 401K Plan-3$256,288$62,933$20,978iApproximate average salary by contribution assumption: employee only about $524,442 at 4% or $349,628 at 6%; with 50% employer match about $349,628 at 4% or $233,085 at 6%; with 100% employer match about $262,221 at 4% or $174,814 at 6%.
200413$169,042$48,336$16,112iApproximate average salary by contribution assumption: employee only about $402,800 at 4% or $268,533 at 6%; with 50% employer match about $268,533 at 4% or $179,022 at 6%; with 100% employer match about $201,400 at 4% or $134,267 at 6%.
Hillsboro Orthodontics 401K Plan-3$169,042$48,336$16,112iApproximate average salary by contribution assumption: employee only about $402,800 at 4% or $268,533 at 6%; with 50% employer match about $268,533 at 4% or $179,022 at 6%; with 100% employer match about $201,400 at 4% or $134,267 at 6%.