Civic Intelligence

Bailey Orthodontics PC

Plan context: Bailey Orthodontics PC Retirement Plan

EIN 20-3634559 • Surpirse, AZ • 19 filings • 1 plans

14997 West Bell Road, Suite 150Surpirse, AZ 85374
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,506,395

2025 Contributions

$184,846

Historical Graphs

Total Assets Over Time

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

$3,506,395$1,753,198$0200820172025YearValue
$3,506,395Latest year 2025

Participants Over Time

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

1160200720162025YearValue
11Latest 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
2025111$3,506,395$184,846$16,804iApproximate average salary by contribution assumption: employee only about $420,105 at 4% or $280,070 at 6%; with 50% employer match about $280,070 at 4% or $186,713 at 6%; with 100% employer match about $210,052 at 4% or $140,035 at 6%.
Bailey Orthodontics PC Retirement Plan-11$3,506,395$184,846$16,804iApproximate average salary by contribution assumption: employee only about $420,105 at 4% or $280,070 at 6%; with 50% employer match about $280,070 at 4% or $186,713 at 6%; with 100% employer match about $210,052 at 4% or $140,035 at 6%.
2024111$2,851,639$147,737$13,431iApproximate average salary by contribution assumption: employee only about $335,766 at 4% or $223,844 at 6%; with 50% employer match about $223,844 at 4% or $149,229 at 6%; with 100% employer match about $167,883 at 4% or $111,922 at 6%.
Bailey Orthodontics PC Retirement Plan-11$2,851,639$147,737$13,431iApproximate average salary by contribution assumption: employee only about $335,766 at 4% or $223,844 at 6%; with 50% employer match about $223,844 at 4% or $149,229 at 6%; with 100% employer match about $167,883 at 4% or $111,922 at 6%.
202319$2,289,791$146,746$16,305iApproximate average salary by contribution assumption: employee only about $407,628 at 4% or $271,752 at 6%; with 50% employer match about $271,752 at 4% or $181,168 at 6%; with 100% employer match about $203,814 at 4% or $135,876 at 6%.
Bailey Orthodontics PC Retirement Plan-9$2,289,791$146,746$16,305iApproximate average salary by contribution assumption: employee only about $407,628 at 4% or $271,752 at 6%; with 50% employer match about $271,752 at 4% or $181,168 at 6%; with 100% employer match about $203,814 at 4% or $135,876 at 6%.
2022110$1,812,347$158,435$15,844iApproximate average salary by contribution assumption: employee only about $396,088 at 4% or $264,058 at 6%; with 50% employer match about $264,058 at 4% or $176,039 at 6%; with 100% employer match about $198,044 at 4% or $132,029 at 6%.
Bailey Orthodontics PC Retirement Plan-10$1,812,347$158,435$15,844iApproximate average salary by contribution assumption: employee only about $396,088 at 4% or $264,058 at 6%; with 50% employer match about $264,058 at 4% or $176,039 at 6%; with 100% employer match about $198,044 at 4% or $132,029 at 6%.
2021110$2,064,731$121,899$12,190iApproximate average salary by contribution assumption: employee only about $304,748 at 4% or $203,165 at 6%; with 50% employer match about $203,165 at 4% or $135,443 at 6%; with 100% employer match about $152,374 at 4% or $101,583 at 6%.
Bailey Orthodontics PC Retirement Plan-10$2,064,731$121,899$12,190iApproximate average salary by contribution assumption: employee only about $304,748 at 4% or $203,165 at 6%; with 50% employer match about $203,165 at 4% or $135,443 at 6%; with 100% employer match about $152,374 at 4% or $101,583 at 6%.
202017$1,633,515$98,311$14,044iApproximate average salary by contribution assumption: employee only about $351,111 at 4% or $234,074 at 6%; with 50% employer match about $234,074 at 4% or $156,049 at 6%; with 100% employer match about $175,555 at 4% or $117,037 at 6%.
Bailey Orthodontics PC Retirement Plan-7$1,633,515$98,311$14,044iApproximate average salary by contribution assumption: employee only about $351,111 at 4% or $234,074 at 6%; with 50% employer match about $234,074 at 4% or $156,049 at 6%; with 100% employer match about $175,555 at 4% or $117,037 at 6%.
201916$1,328,006$101,624$16,937iApproximate average salary by contribution assumption: employee only about $423,433 at 4% or $282,289 at 6%; with 50% employer match about $282,289 at 4% or $188,193 at 6%; with 100% employer match about $211,717 at 4% or $141,144 at 6%.
Bailey Orthodontics PC Retirement Plan-6$1,328,006$101,624$16,937iApproximate average salary by contribution assumption: employee only about $423,433 at 4% or $282,289 at 6%; with 50% employer match about $282,289 at 4% or $188,193 at 6%; with 100% employer match about $211,717 at 4% or $141,144 at 6%.
201818$999,342$100,602$12,575iApproximate average salary by contribution assumption: employee only about $314,381 at 4% or $209,588 at 6%; with 50% employer match about $209,588 at 4% or $139,725 at 6%; with 100% employer match about $157,191 at 4% or $104,794 at 6%.
Bailey Orthodontics PC Retirement Plan-8$999,342$100,602$12,575iApproximate average salary by contribution assumption: employee only about $314,381 at 4% or $209,588 at 6%; with 50% employer match about $209,588 at 4% or $139,725 at 6%; with 100% employer match about $157,191 at 4% or $104,794 at 6%.
201717$977,666$92,785$13,255iApproximate average salary by contribution assumption: employee only about $331,375 at 4% or $220,917 at 6%; with 50% employer match about $220,917 at 4% or $147,278 at 6%; with 100% employer match about $165,688 at 4% or $110,458 at 6%.
Bailey Orthodontics PC Retirement Plan-7$977,666$92,785$13,255iApproximate average salary by contribution assumption: employee only about $331,375 at 4% or $220,917 at 6%; with 50% employer match about $220,917 at 4% or $147,278 at 6%; with 100% employer match about $165,688 at 4% or $110,458 at 6%.
201616$728,895$94,246$15,708iApproximate average salary by contribution assumption: employee only about $392,692 at 4% or $261,794 at 6%; with 50% employer match about $261,794 at 4% or $174,530 at 6%; with 100% employer match about $196,346 at 4% or $130,897 at 6%.
Bailey Orthodontics PC Retirement Plan-6$728,895$94,246$15,708iApproximate average salary by contribution assumption: employee only about $392,692 at 4% or $261,794 at 6%; with 50% employer match about $261,794 at 4% or $174,530 at 6%; with 100% employer match about $196,346 at 4% or $130,897 at 6%.
201518$584,255$93,682$11,710iApproximate average salary by contribution assumption: employee only about $292,756 at 4% or $195,171 at 6%; with 50% employer match about $195,171 at 4% or $130,114 at 6%; with 100% employer match about $146,378 at 4% or $97,585 at 6%.
Bailey Orthodontics PC Retirement Plan-8$584,255$93,682$11,710iApproximate average salary by contribution assumption: employee only about $292,756 at 4% or $195,171 at 6%; with 50% employer match about $195,171 at 4% or $130,114 at 6%; with 100% employer match about $146,378 at 4% or $97,585 at 6%.
201417$487,059$88,061$12,580iApproximate average salary by contribution assumption: employee only about $314,504 at 4% or $209,669 at 6%; with 50% employer match about $209,669 at 4% or $139,779 at 6%; with 100% employer match about $157,252 at 4% or $104,835 at 6%.
Bailey Orthodontics PC Retirement Plan-7$487,059$88,061$12,580iApproximate average salary by contribution assumption: employee only about $314,504 at 4% or $209,669 at 6%; with 50% employer match about $209,669 at 4% or $139,779 at 6%; with 100% employer match about $157,252 at 4% or $104,835 at 6%.
201316$367,824$84,479$14,080iApproximate average salary by contribution assumption: employee only about $351,996 at 4% or $234,664 at 6%; with 50% employer match about $234,664 at 4% or $156,443 at 6%; with 100% employer match about $175,998 at 4% or $117,332 at 6%.
Bailey Orthodontics PC Retirement Plan-6$367,824$84,479$14,080iApproximate average salary by contribution assumption: employee only about $351,996 at 4% or $234,664 at 6%; with 50% employer match about $234,664 at 4% or $156,443 at 6%; with 100% employer match about $175,998 at 4% or $117,332 at 6%.
201216$241,384$46,579$7,763iApproximate average salary by contribution assumption: employee only about $194,079 at 4% or $129,386 at 6%; with 50% employer match about $129,386 at 4% or $86,257 at 6%; with 100% employer match about $97,040 at 4% or $64,693 at 6%.
Bailey Orthodontics PC Retirement Plan-6$241,384$46,579$7,763iApproximate average salary by contribution assumption: employee only about $194,079 at 4% or $129,386 at 6%; with 50% employer match about $129,386 at 4% or $86,257 at 6%; with 100% employer match about $97,040 at 4% or $64,693 at 6%.
201116$178,186$41,767$6,961iApproximate average salary by contribution assumption: employee only about $174,029 at 4% or $116,019 at 6%; with 50% employer match about $116,019 at 4% or $77,346 at 6%; with 100% employer match about $87,015 at 4% or $58,010 at 6%.
Bailey Orthodontics PC Retirement Plan-6$178,186$41,767$6,961iApproximate average salary by contribution assumption: employee only about $174,029 at 4% or $116,019 at 6%; with 50% employer match about $116,019 at 4% or $77,346 at 6%; with 100% employer match about $87,015 at 4% or $58,010 at 6%.
201014$145,755$40,578$10,145iApproximate average salary by contribution assumption: employee only about $253,613 at 4% or $169,075 at 6%; with 50% employer match about $169,075 at 4% or $112,717 at 6%; with 100% employer match about $126,806 at 4% or $84,538 at 6%.
Bailey Orthodontics PC Retirement Plan-4$145,755$40,578$10,145iApproximate average salary by contribution assumption: employee only about $253,613 at 4% or $169,075 at 6%; with 50% employer match about $169,075 at 4% or $112,717 at 6%; with 100% employer match about $126,806 at 4% or $84,538 at 6%.
200915$91,222$38,148$7,630iApproximate average salary by contribution assumption: employee only about $190,740 at 4% or $127,160 at 6%; with 50% employer match about $127,160 at 4% or $84,773 at 6%; with 100% employer match about $95,370 at 4% or $63,580 at 6%.
Bailey Orthodontics PC Retirement Plan-5$91,222$38,148$7,630iApproximate average salary by contribution assumption: employee only about $190,740 at 4% or $127,160 at 6%; with 50% employer match about $127,160 at 4% or $84,773 at 6%; with 100% employer match about $95,370 at 4% or $63,580 at 6%.
200814$38,143$35,650$8,913iApproximate average salary by contribution assumption: employee only about $222,813 at 4% or $148,542 at 6%; with 50% employer match about $148,542 at 4% or $99,028 at 6%; with 100% employer match about $111,406 at 4% or $74,271 at 6%.
Bailey Orthodontics PC Retirement Plan-4$38,143$35,650$8,913iApproximate average salary by contribution assumption: employee only about $222,813 at 4% or $148,542 at 6%; with 50% employer match about $148,542 at 4% or $99,028 at 6%; with 100% employer match about $111,406 at 4% or $74,271 at 6%.
200714$0$0-
Bailey Orthodontics PC Retirement Plan-4---