Civic Intelligence

WILLIAMS ORTHODONTICS

Plan context: WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN

EIN 20-3273719 • Evergreen, CO • 20 filings • 4 plans

32045 Castle Ct.Ste #102Evergreen, CO 80439
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,045,783

2025 Contributions

$142,232

Historical Graphs

Total Assets Over Time

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

$2,252,806$1,126,403$0201120182025YearValue
$1,045,783Latest year 2025

Participants Over Time

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

1370201120182025YearValue
13Latest year 2025

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
2025113$1,045,783$142,232$10,941iApproximate average salary by contribution assumption: employee only about $273,523 at 4% or $182,349 at 6%; with 50% employer match about $182,349 at 4% or $121,566 at 6%; with 100% employer match about $136,762 at 4% or $91,174 at 6%.
WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN-13$1,045,783$142,232$10,941iApproximate average salary by contribution assumption: employee only about $273,523 at 4% or $182,349 at 6%; with 50% employer match about $182,349 at 4% or $121,566 at 6%; with 100% employer match about $136,762 at 4% or $91,174 at 6%.
2024212$2,252,806$283,716$23,643iApproximate average salary by contribution assumption: employee only about $591,075 at 4% or $394,050 at 6%; with 50% employer match about $394,050 at 4% or $262,700 at 6%; with 100% employer match about $295,538 at 4% or $197,025 at 6%.
WILLIAMS ORTHODONTICS, PLLC 401(K) PLAN-11$1,418,916$98,716$8,974iApproximate average salary by contribution assumption: employee only about $224,355 at 4% or $149,570 at 6%; with 50% employer match about $149,570 at 4% or $99,713 at 6%; with 100% employer match about $112,177 at 4% or $74,785 at 6%.
WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN-12$833,890$185,000$15,417iApproximate average salary by contribution assumption: employee only about $385,417 at 4% or $256,944 at 6%; with 50% employer match about $256,944 at 4% or $171,296 at 6%; with 100% employer match about $192,708 at 4% or $128,472 at 6%.
2023212$1,971,900$259,958$21,663iApproximate average salary by contribution assumption: employee only about $541,579 at 4% or $361,053 at 6%; with 50% employer match about $361,053 at 4% or $240,702 at 6%; with 100% employer match about $270,790 at 4% or $180,526 at 6%.
WILLIAMS ORTHODONTICS, PLLC 401(K) PLAN-12$1,341,378$74,478$6,207iApproximate average salary by contribution assumption: employee only about $155,163 at 4% or $103,442 at 6%; with 50% employer match about $103,442 at 4% or $68,961 at 6%; with 100% employer match about $77,581 at 4% or $51,721 at 6%.
WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN-11$630,522$185,480$16,862iApproximate average salary by contribution assumption: employee only about $421,545 at 4% or $281,030 at 6%; with 50% employer match about $281,030 at 4% or $187,354 at 6%; with 100% employer match about $210,773 at 4% or $140,515 at 6%.
202229$1,495,936$231,844$25,760iApproximate average salary by contribution assumption: employee only about $644,011 at 4% or $429,341 at 6%; with 50% employer match about $429,341 at 4% or $286,227 at 6%; with 100% employer match about $322,006 at 4% or $214,670 at 6%.
WILLIAMS ORTHODONTICS, PLLC 401(K) PLAN-9$1,075,685$97,700$10,856iApproximate average salary by contribution assumption: employee only about $271,389 at 4% or $180,926 at 6%; with 50% employer match about $180,926 at 4% or $120,617 at 6%; with 100% employer match about $135,694 at 4% or $90,463 at 6%.
WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN-8$420,251$134,144$16,768iApproximate average salary by contribution assumption: employee only about $419,200 at 4% or $279,467 at 6%; with 50% employer match about $279,467 at 4% or $186,311 at 6%; with 100% employer match about $209,600 at 4% or $139,733 at 6%.
2021210$1,548,065$243,809$24,381iApproximate average salary by contribution assumption: employee only about $609,523 at 4% or $406,348 at 6%; with 50% employer match about $406,348 at 4% or $270,899 at 6%; with 100% employer match about $304,761 at 4% or $203,174 at 6%.
WILLIAMS ORTHODONTICS, PLLC 401(K) PLAN-10$1,239,894$76,671$7,667iApproximate average salary by contribution assumption: employee only about $191,678 at 4% or $127,785 at 6%; with 50% employer match about $127,785 at 4% or $85,190 at 6%; with 100% employer match about $95,839 at 4% or $63,893 at 6%.
WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN-8$308,171$167,138$20,892iApproximate average salary by contribution assumption: employee only about $522,306 at 4% or $348,204 at 6%; with 50% employer match about $348,204 at 4% or $232,136 at 6%; with 100% employer match about $261,153 at 4% or $174,102 at 6%.
2020210$1,145,431$235,626$23,563iApproximate average salary by contribution assumption: employee only about $589,065 at 4% or $392,710 at 6%; with 50% employer match about $392,710 at 4% or $261,807 at 6%; with 100% employer match about $294,533 at 4% or $196,355 at 6%.
WILLIAMS ORTHODONTICS 401K PLAN-10$1,006,914$97,109$9,711iApproximate average salary by contribution assumption: employee only about $242,773 at 4% or $161,848 at 6%; with 50% employer match about $161,848 at 4% or $107,899 at 6%; with 100% employer match about $121,386 at 4% or $80,924 at 6%.
WILLIAMS ORTHODONTICS, PLLC CASH BALANCE PLAN-7$138,517$138,517$19,788iApproximate average salary by contribution assumption: employee only about $494,704 at 4% or $329,802 at 6%; with 50% employer match about $329,802 at 4% or $219,868 at 6%; with 100% employer match about $247,352 at 4% or $164,901 at 6%.
2019110$817,580$126,007$12,601iApproximate average salary by contribution assumption: employee only about $315,018 at 4% or $210,012 at 6%; with 50% employer match about $210,012 at 4% or $140,008 at 6%; with 100% employer match about $157,509 at 4% or $105,006 at 6%.
WILLIAMS ORTHODONTICS 401K PLAN-10$817,580$126,007$12,601iApproximate average salary by contribution assumption: employee only about $315,018 at 4% or $210,012 at 6%; with 50% employer match about $210,012 at 4% or $140,008 at 6%; with 100% employer match about $157,509 at 4% or $105,006 at 6%.
201818$567,292$98,318$12,290iApproximate average salary by contribution assumption: employee only about $307,244 at 4% or $204,829 at 6%; with 50% employer match about $204,829 at 4% or $136,553 at 6%; with 100% employer match about $153,622 at 4% or $102,415 at 6%.
WILLIAMS ORTHODONTICS 401K PLAN-8$567,292$98,318$12,290iApproximate average salary by contribution assumption: employee only about $307,244 at 4% or $204,829 at 6%; with 50% employer match about $204,829 at 4% or $136,553 at 6%; with 100% employer match about $153,622 at 4% or $102,415 at 6%.
201719$502,424$77,298$8,589iApproximate average salary by contribution assumption: employee only about $214,717 at 4% or $143,144 at 6%; with 50% employer match about $143,144 at 4% or $95,430 at 6%; with 100% employer match about $107,358 at 4% or $71,572 at 6%.
WILLIAMS ORTHODONTICS 401K PLAN-9$502,424$77,298$8,589iApproximate average salary by contribution assumption: employee only about $214,717 at 4% or $143,144 at 6%; with 50% employer match about $143,144 at 4% or $95,430 at 6%; with 100% employer match about $107,358 at 4% or $71,572 at 6%.
201618$364,257$56,563$7,070iApproximate average salary by contribution assumption: employee only about $176,759 at 4% or $117,840 at 6%; with 50% employer match about $117,840 at 4% or $78,560 at 6%; with 100% employer match about $88,380 at 4% or $58,920 at 6%.
WILLIAMS ORTHODONTICS 401K PLAN-8$364,257$56,563$7,070iApproximate average salary by contribution assumption: employee only about $176,759 at 4% or $117,840 at 6%; with 50% employer match about $117,840 at 4% or $78,560 at 6%; with 100% employer match about $88,380 at 4% or $58,920 at 6%.
201515$290,243$55,613$11,123iApproximate average salary by contribution assumption: employee only about $278,065 at 4% or $185,377 at 6%; with 50% employer match about $185,377 at 4% or $123,584 at 6%; with 100% employer match about $139,033 at 4% or $92,688 at 6%.
WILLIAMS ORTHODONTICS 401K PLAN-5$290,243$55,613$11,123iApproximate average salary by contribution assumption: employee only about $278,065 at 4% or $185,377 at 6%; with 50% employer match about $185,377 at 4% or $123,584 at 6%; with 100% employer match about $139,033 at 4% or $92,688 at 6%.
201415$241,891$48,847$9,769iApproximate average salary by contribution assumption: employee only about $244,235 at 4% or $162,823 at 6%; with 50% employer match about $162,823 at 4% or $108,549 at 6%; with 100% employer match about $122,118 at 4% or $81,412 at 6%.
WILLIAMS ORTHODONTICS 401(K) PLAN-5$241,891$48,847$9,769iApproximate average salary by contribution assumption: employee only about $244,235 at 4% or $162,823 at 6%; with 50% employer match about $162,823 at 4% or $108,549 at 6%; with 100% employer match about $122,118 at 4% or $81,412 at 6%.
201314$193,285$45,243$11,311iApproximate average salary by contribution assumption: employee only about $282,769 at 4% or $188,513 at 6%; with 50% employer match about $188,513 at 4% or $125,675 at 6%; with 100% employer match about $141,384 at 4% or $94,256 at 6%.
WILLIAMS ORTHODONTICS 401(K) PLAN-4$193,285$45,243$11,311iApproximate average salary by contribution assumption: employee only about $282,769 at 4% or $188,513 at 6%; with 50% employer match about $188,513 at 4% or $125,675 at 6%; with 100% employer match about $141,384 at 4% or $94,256 at 6%.
201215$139,658$50,924$10,185iApproximate average salary by contribution assumption: employee only about $254,620 at 4% or $169,747 at 6%; with 50% employer match about $169,747 at 4% or $113,164 at 6%; with 100% employer match about $127,310 at 4% or $84,873 at 6%.
WILLIAMS ORTHODONTICS 401(K) PLAN-5$139,658$50,924$10,185iApproximate average salary by contribution assumption: employee only about $254,620 at 4% or $169,747 at 6%; with 50% employer match about $169,747 at 4% or $113,164 at 6%; with 100% employer match about $127,310 at 4% or $84,873 at 6%.
201114$81,046$80,046$20,012iApproximate average salary by contribution assumption: employee only about $500,288 at 4% or $333,525 at 6%; with 50% employer match about $333,525 at 4% or $222,350 at 6%; with 100% employer match about $250,144 at 4% or $166,763 at 6%.
WILLIAMS ORTHODONTICS 401(K) PLAN-4$81,046$80,046$20,012iApproximate average salary by contribution assumption: employee only about $500,288 at 4% or $333,525 at 6%; with 50% employer match about $333,525 at 4% or $222,350 at 6%; with 100% employer match about $250,144 at 4% or $166,763 at 6%.