Civic Intelligence

Phillips Orthodontics, S.C.

Plan context: Phillips Orthodontics, S.C. 401K Plan

EIN 20-3241353 • Madison, WI • 16 filings • 2 plans

5605 Odana RoadMadison, WI 53719-1207
Current Snapshot

Latest Year

2015

2015 Participants

12

2015 Assets

$1,245,217

2015 Contributions

$83,444

Historical Graphs

Total Assets Over Time

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

$1,245,217$622,609$0200620112014YearValue
$1,245,217Latest year 2014

Participants Over Time

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

1890200620102014YearValue
12Latest year 2014

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
201510$0$83,444-
Phillips Orthodontics, S.C. 401K Plan-0$0$83,444-
2014112$1,245,217$93,938$7,828iApproximate average salary by contribution assumption: employee only about $195,704 at 4% or $130,469 at 6%; with 50% employer match about $130,469 at 4% or $86,980 at 6%; with 100% employer match about $97,852 at 4% or $65,235 at 6%.
Phillips Orthodontics, S.C. 401K Plan-12$1,245,217$93,938$7,828iApproximate average salary by contribution assumption: employee only about $195,704 at 4% or $130,469 at 6%; with 50% employer match about $130,469 at 4% or $86,980 at 6%; with 100% employer match about $97,852 at 4% or $65,235 at 6%.
2013111$1,112,082$89,506$8,137iApproximate average salary by contribution assumption: employee only about $203,423 at 4% or $135,615 at 6%; with 50% employer match about $135,615 at 4% or $90,410 at 6%; with 100% employer match about $101,711 at 4% or $67,808 at 6%.
Phillips Orthodontics, S.C. 401K Plan-11$1,112,082$89,506$8,137iApproximate average salary by contribution assumption: employee only about $203,423 at 4% or $135,615 at 6%; with 50% employer match about $135,615 at 4% or $90,410 at 6%; with 100% employer match about $101,711 at 4% or $67,808 at 6%.
2012217$994,277$88,372$5,198iApproximate average salary by contribution assumption: employee only about $129,959 at 4% or $86,639 at 6%; with 50% employer match about $86,639 at 4% or $57,759 at 6%; with 100% employer match about $64,979 at 4% or $43,320 at 6%.
Phillips Orthodontics, S.C. 401K Plan-17$994,277$88,372$5,198iApproximate average salary by contribution assumption: employee only about $129,959 at 4% or $86,639 at 6%; with 50% employer match about $86,639 at 4% or $57,759 at 6%; with 100% employer match about $64,979 at 4% or $43,320 at 6%.
PHILLIPS ORTHODONTICS, S.C. CASH BALANCE PLAN-0$0$0-
2011218$1,041,996$93,275$5,182iApproximate average salary by contribution assumption: employee only about $129,549 at 4% or $86,366 at 6%; with 50% employer match about $86,366 at 4% or $57,577 at 6%; with 100% employer match about $64,774 at 4% or $43,183 at 6%.
Phillips Orthodontics, S.C. 401K Plan-18$813,861$93,275$5,182iApproximate average salary by contribution assumption: employee only about $129,549 at 4% or $86,366 at 6%; with 50% employer match about $86,366 at 4% or $57,577 at 6%; with 100% employer match about $64,774 at 4% or $43,183 at 6%.
PHILLIPS ORTHODONTICS, S.C. CASH BALANCE PLAN-13$228,135$0-
2010215$948,085$84,255$5,617iApproximate average salary by contribution assumption: employee only about $140,425 at 4% or $93,617 at 6%; with 50% employer match about $93,617 at 4% or $62,411 at 6%; with 100% employer match about $70,213 at 4% or $46,808 at 6%.
Phillips Orthodontics, S.C. 401K Plan-15$727,928$84,255$5,617iApproximate average salary by contribution assumption: employee only about $140,425 at 4% or $93,617 at 6%; with 50% employer match about $93,617 at 4% or $62,411 at 6%; with 100% employer match about $70,213 at 4% or $46,808 at 6%.
PHILLIPS ORTHODONTICS, S.C. CASH BALANCE PLAN-10$220,157$0-
2009215$817,068$55,909$3,727iApproximate average salary by contribution assumption: employee only about $93,182 at 4% or $62,121 at 6%; with 50% employer match about $62,121 at 4% or $41,414 at 6%; with 100% employer match about $46,591 at 4% or $31,061 at 6%.
Phillips Orthodontics, S.C. 401K Plan-15$609,386$55,909$3,727iApproximate average salary by contribution assumption: employee only about $93,182 at 4% or $62,121 at 6%; with 50% employer match about $62,121 at 4% or $41,414 at 6%; with 100% employer match about $46,591 at 4% or $31,061 at 6%.
PHILLIPS ORTHODONTICS, S.C. CASH BALANCE PLAN-11$207,682$0-
200829$445,738$90,993$10,110iApproximate average salary by contribution assumption: employee only about $252,758 at 4% or $168,506 at 6%; with 50% employer match about $168,506 at 4% or $112,337 at 6%; with 100% employer match about $126,379 at 4% or $84,253 at 6%.
Phillips Orthodontics, S.C. 401K Plan-9$445,738$90,993$10,110iApproximate average salary by contribution assumption: employee only about $252,758 at 4% or $168,506 at 6%; with 50% employer match about $168,506 at 4% or $112,337 at 6%; with 100% employer match about $126,379 at 4% or $84,253 at 6%.
PHILLIPS ORTHODONTICS, S.C. CASH BALANCE PLAN-9---
200729$0$0-
Phillips Orthodontics, S.C. 401K Plan-9---
PHILLIPS ORTHODONTICS, S.C. CASH BALANCE PLAN-9---
200617$451,599$400,132$57,162iApproximate average salary by contribution assumption: employee only about $1,429,043 at 4% or $952,695 at 6%; with 50% employer match about $952,695 at 4% or $635,130 at 6%; with 100% employer match about $714,521 at 4% or $476,348 at 6%.
Phillips Orthodontics, S.C. 401K Plan-7$451,599$400,132$57,162iApproximate average salary by contribution assumption: employee only about $1,429,043 at 4% or $952,695 at 6%; with 50% employer match about $952,695 at 4% or $635,130 at 6%; with 100% employer match about $714,521 at 4% or $476,348 at 6%.