Civic Intelligence

William R. Newell, DMD PC.

Plan context: Newell Orthodontics 401(K) Profit Sharing Plan

EIN 20-2922913 • Watkinsville, GA • 13 filings • 2 plans

1360 Caduceus WayBuilding 900-105Watkinsville, GA 30677
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,443,309

2024 Contributions

$300,852

Historical Graphs

Total Assets Over Time

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

$2,443,309$1,221,655$0201620202024YearValue
$2,443,309Latest year 2024

Participants Over Time

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

1470201620202024YearValue
12Latest 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
2024212$2,443,309$300,852$25,071iApproximate average salary by contribution assumption: employee only about $626,775 at 4% or $417,850 at 6%; with 50% employer match about $417,850 at 4% or $278,567 at 6%; with 100% employer match about $313,388 at 4% or $208,925 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-12$1,764,877$123,316$10,276iApproximate average salary by contribution assumption: employee only about $256,908 at 4% or $171,272 at 6%; with 50% employer match about $171,272 at 4% or $114,181 at 6%; with 100% employer match about $128,454 at 4% or $85,636 at 6%.
Newell Orthodontics Cash Balance Plan-11$678,432$177,536$16,140iApproximate average salary by contribution assumption: employee only about $403,491 at 4% or $268,994 at 6%; with 50% employer match about $268,994 at 4% or $179,329 at 6%; with 100% employer match about $201,745 at 4% or $134,497 at 6%.
2023212$1,977,319$285,988$23,832iApproximate average salary by contribution assumption: employee only about $595,808 at 4% or $397,206 at 6%; with 50% employer match about $397,206 at 4% or $264,804 at 6%; with 100% employer match about $297,904 at 4% or $198,603 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-12$1,516,055$119,343$9,945iApproximate average salary by contribution assumption: employee only about $248,631 at 4% or $165,754 at 6%; with 50% employer match about $165,754 at 4% or $110,503 at 6%; with 100% employer match about $124,316 at 4% or $82,877 at 6%.
Newell Orthodontics Cash Balance Plan-9$461,264$166,645$18,516iApproximate average salary by contribution assumption: employee only about $462,903 at 4% or $308,602 at 6%; with 50% employer match about $308,602 at 4% or $205,735 at 6%; with 100% employer match about $231,451 at 4% or $154,301 at 6%.
2022211$1,441,970$205,940$18,722iApproximate average salary by contribution assumption: employee only about $468,045 at 4% or $312,030 at 6%; with 50% employer match about $312,030 at 4% or $208,020 at 6%; with 100% employer match about $234,023 at 4% or $156,015 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-11$1,186,424$73,943$6,722iApproximate average salary by contribution assumption: employee only about $168,052 at 4% or $112,035 at 6%; with 50% employer match about $112,035 at 4% or $74,690 at 6%; with 100% employer match about $84,026 at 4% or $56,017 at 6%.
Newell Orthodontics Cash Balance Plan-0$255,546$131,997-
2021211$1,479,056$250,823$22,802iApproximate average salary by contribution assumption: employee only about $570,052 at 4% or $380,035 at 6%; with 50% employer match about $380,035 at 4% or $253,357 at 6%; with 100% employer match about $285,026 at 4% or $190,017 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-11$1,336,075$107,842$9,804iApproximate average salary by contribution assumption: employee only about $245,095 at 4% or $163,397 at 6%; with 50% employer match about $163,397 at 4% or $108,931 at 6%; with 100% employer match about $122,548 at 4% or $81,698 at 6%.
Newell Orthodontics Cash Balance Plan-10$142,981$142,981$14,298iApproximate average salary by contribution assumption: employee only about $357,453 at 4% or $238,302 at 6%; with 50% employer match about $238,302 at 4% or $158,868 at 6%; with 100% employer match about $178,726 at 4% or $119,151 at 6%.
2020112$1,057,800$112,074$9,340iApproximate average salary by contribution assumption: employee only about $233,488 at 4% or $155,658 at 6%; with 50% employer match about $155,658 at 4% or $103,772 at 6%; with 100% employer match about $116,744 at 4% or $77,829 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-12$1,057,800$112,074$9,340iApproximate average salary by contribution assumption: employee only about $233,488 at 4% or $155,658 at 6%; with 50% employer match about $155,658 at 4% or $103,772 at 6%; with 100% employer match about $116,744 at 4% or $77,829 at 6%.
2019112$799,665$120,541$10,045iApproximate average salary by contribution assumption: employee only about $251,127 at 4% or $167,418 at 6%; with 50% employer match about $167,418 at 4% or $111,612 at 6%; with 100% employer match about $125,564 at 4% or $83,709 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-12$799,665$120,541$10,045iApproximate average salary by contribution assumption: employee only about $251,127 at 4% or $167,418 at 6%; with 50% employer match about $167,418 at 4% or $111,612 at 6%; with 100% employer match about $125,564 at 4% or $83,709 at 6%.
2018114$495,665$110,773$7,912iApproximate average salary by contribution assumption: employee only about $197,809 at 4% or $131,873 at 6%; with 50% employer match about $131,873 at 4% or $87,915 at 6%; with 100% employer match about $98,904 at 4% or $65,936 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-14$495,665$110,773$7,912iApproximate average salary by contribution assumption: employee only about $197,809 at 4% or $131,873 at 6%; with 50% employer match about $131,873 at 4% or $87,915 at 6%; with 100% employer match about $98,904 at 4% or $65,936 at 6%.
2017112$439,530$65,873$5,489iApproximate average salary by contribution assumption: employee only about $137,235 at 4% or $91,490 at 6%; with 50% employer match about $91,490 at 4% or $60,994 at 6%; with 100% employer match about $68,618 at 4% or $45,745 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-12$439,530$65,873$5,489iApproximate average salary by contribution assumption: employee only about $137,235 at 4% or $91,490 at 6%; with 50% employer match about $91,490 at 4% or $60,994 at 6%; with 100% employer match about $68,618 at 4% or $45,745 at 6%.
201616$305,404$285,520$47,587iApproximate average salary by contribution assumption: employee only about $1,189,667 at 4% or $793,111 at 6%; with 50% employer match about $793,111 at 4% or $528,741 at 6%; with 100% employer match about $594,833 at 4% or $396,556 at 6%.
Newell Orthodontics 401(K) Profit Sharing Plan-6$305,404$285,520$47,587iApproximate average salary by contribution assumption: employee only about $1,189,667 at 4% or $793,111 at 6%; with 50% employer match about $793,111 at 4% or $528,741 at 6%; with 100% employer match about $594,833 at 4% or $396,556 at 6%.