Coastal Orthodontics PLLC
Plan context: Coastal Orthodontics PLLC Profit Sharing 401(K) Plan
EIN 20-3669034 • Pensacola, FL • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,691,477
2024 Contributions
$79,896
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $1,691,477 | $79,896 | $8,877iApproximate average salary by contribution assumption: employee only about $221,933 at 4% or $147,956 at 6%; with 50% employer match about $147,956 at 4% or $98,637 at 6%; with 100% employer match about $110,967 at 4% or $73,978 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 9 | $1,691,477 | $79,896 | $8,877iApproximate average salary by contribution assumption: employee only about $221,933 at 4% or $147,956 at 6%; with 50% employer match about $147,956 at 4% or $98,637 at 6%; with 100% employer match about $110,967 at 4% or $73,978 at 6%. |
| 2023 | 1 | 9 | $1,374,913 | $71,605 | $7,956iApproximate average salary by contribution assumption: employee only about $198,903 at 4% or $132,602 at 6%; with 50% employer match about $132,602 at 4% or $88,401 at 6%; with 100% employer match about $99,451 at 4% or $66,301 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 9 | $1,374,913 | $71,605 | $7,956iApproximate average salary by contribution assumption: employee only about $198,903 at 4% or $132,602 at 6%; with 50% employer match about $132,602 at 4% or $88,401 at 6%; with 100% employer match about $99,451 at 4% or $66,301 at 6%. |
| 2022 | 1 | 7 | $1,087,010 | $69,565 | $9,938iApproximate average salary by contribution assumption: employee only about $248,446 at 4% or $165,631 at 6%; with 50% employer match about $165,631 at 4% or $110,421 at 6%; with 100% employer match about $124,223 at 4% or $82,815 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 7 | $1,087,010 | $69,565 | $9,938iApproximate average salary by contribution assumption: employee only about $248,446 at 4% or $165,631 at 6%; with 50% employer match about $165,631 at 4% or $110,421 at 6%; with 100% employer match about $124,223 at 4% or $82,815 at 6%. |
| 2021 | 1 | 8 | $1,299,904 | $108,724 | $13,591iApproximate average salary by contribution assumption: employee only about $339,763 at 4% or $226,508 at 6%; with 50% employer match about $226,508 at 4% or $151,006 at 6%; with 100% employer match about $169,881 at 4% or $113,254 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 8 | $1,299,904 | $108,724 | $13,591iApproximate average salary by contribution assumption: employee only about $339,763 at 4% or $226,508 at 6%; with 50% employer match about $226,508 at 4% or $151,006 at 6%; with 100% employer match about $169,881 at 4% or $113,254 at 6%. |
| 2020 | 1 | 7 | $1,001,452 | $70,067 | $10,010iApproximate average salary by contribution assumption: employee only about $250,239 at 4% or $166,826 at 6%; with 50% employer match about $166,826 at 4% or $111,217 at 6%; with 100% employer match about $125,120 at 4% or $83,413 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 7 | $1,001,452 | $70,067 | $10,010iApproximate average salary by contribution assumption: employee only about $250,239 at 4% or $166,826 at 6%; with 50% employer match about $166,826 at 4% or $111,217 at 6%; with 100% employer match about $125,120 at 4% or $83,413 at 6%. |
| 2019 | 1 | 6 | $673,463 | $67,450 | $11,242iApproximate average salary by contribution assumption: employee only about $281,042 at 4% or $187,361 at 6%; with 50% employer match about $187,361 at 4% or $124,907 at 6%; with 100% employer match about $140,521 at 4% or $93,681 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 6 | $673,463 | $67,450 | $11,242iApproximate average salary by contribution assumption: employee only about $281,042 at 4% or $187,361 at 6%; with 50% employer match about $187,361 at 4% or $124,907 at 6%; with 100% employer match about $140,521 at 4% or $93,681 at 6%. |
| 2018 | 1 | 5 | $484,644 | $41,201 | $8,240iApproximate average salary by contribution assumption: employee only about $206,005 at 4% or $137,337 at 6%; with 50% employer match about $137,337 at 4% or $91,558 at 6%; with 100% employer match about $103,003 at 4% or $68,668 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 5 | $484,644 | $41,201 | $8,240iApproximate average salary by contribution assumption: employee only about $206,005 at 4% or $137,337 at 6%; with 50% employer match about $137,337 at 4% or $91,558 at 6%; with 100% employer match about $103,003 at 4% or $68,668 at 6%. |
| 2017 | 1 | 7 | $455,264 | $42,155 | $6,022iApproximate average salary by contribution assumption: employee only about $150,554 at 4% or $100,369 at 6%; with 50% employer match about $100,369 at 4% or $66,913 at 6%; with 100% employer match about $75,277 at 4% or $50,185 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 7 | $455,264 | $42,155 | $6,022iApproximate average salary by contribution assumption: employee only about $150,554 at 4% or $100,369 at 6%; with 50% employer match about $100,369 at 4% or $66,913 at 6%; with 100% employer match about $75,277 at 4% or $50,185 at 6%. |
| 2015 | 1 | 5 | $270,369 | $69,076 | $13,815iApproximate average salary by contribution assumption: employee only about $345,380 at 4% or $230,253 at 6%; with 50% employer match about $230,253 at 4% or $153,502 at 6%; with 100% employer match about $172,690 at 4% or $115,127 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 5 | $270,369 | $69,076 | $13,815iApproximate average salary by contribution assumption: employee only about $345,380 at 4% or $230,253 at 6%; with 50% employer match about $230,253 at 4% or $153,502 at 6%; with 100% employer match about $172,690 at 4% or $115,127 at 6%. |
| 2014 | 1 | 5 | $203,911 | $37,762 | $7,552iApproximate average salary by contribution assumption: employee only about $188,810 at 4% or $125,873 at 6%; with 50% employer match about $125,873 at 4% or $83,916 at 6%; with 100% employer match about $94,405 at 4% or $62,937 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 5 | $203,911 | $37,762 | $7,552iApproximate average salary by contribution assumption: employee only about $188,810 at 4% or $125,873 at 6%; with 50% employer match about $125,873 at 4% or $83,916 at 6%; with 100% employer match about $94,405 at 4% or $62,937 at 6%. |
| 2013 | 1 | 5 | $170,390 | $31,566 | $6,313iApproximate average salary by contribution assumption: employee only about $157,830 at 4% or $105,220 at 6%; with 50% employer match about $105,220 at 4% or $70,147 at 6%; with 100% employer match about $78,915 at 4% or $52,610 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 5 | $170,390 | $31,566 | $6,313iApproximate average salary by contribution assumption: employee only about $157,830 at 4% or $105,220 at 6%; with 50% employer match about $105,220 at 4% or $70,147 at 6%; with 100% employer match about $78,915 at 4% or $52,610 at 6%. |
| 2012 | 1 | 5 | $123,595 | $31,147 | $6,229iApproximate average salary by contribution assumption: employee only about $155,735 at 4% or $103,823 at 6%; with 50% employer match about $103,823 at 4% or $69,216 at 6%; with 100% employer match about $77,868 at 4% or $51,912 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 5 | $123,595 | $31,147 | $6,229iApproximate average salary by contribution assumption: employee only about $155,735 at 4% or $103,823 at 6%; with 50% employer match about $103,823 at 4% or $69,216 at 6%; with 100% employer match about $77,868 at 4% or $51,912 at 6%. |
| 2011 | 1 | 5 | $83,266 | $9,445 | $1,889iApproximate average salary by contribution assumption: employee only about $47,225 at 4% or $31,483 at 6%; with 50% employer match about $31,483 at 4% or $20,989 at 6%; with 100% employer match about $23,613 at 4% or $15,742 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 5 | $83,266 | $9,445 | $1,889iApproximate average salary by contribution assumption: employee only about $47,225 at 4% or $31,483 at 6%; with 50% employer match about $31,483 at 4% or $20,989 at 6%; with 100% employer match about $23,613 at 4% or $15,742 at 6%. |
| 2010 | 1 | 4 | $74,884 | $70,667 | $17,667iApproximate average salary by contribution assumption: employee only about $441,669 at 4% or $294,446 at 6%; with 50% employer match about $294,446 at 4% or $196,297 at 6%; with 100% employer match about $220,834 at 4% or $147,223 at 6%. |
| Coastal Orthodontics PLLC Profit Sharing 401(K) Plan | - | 4 | $74,884 | $70,667 | $17,667iApproximate average salary by contribution assumption: employee only about $441,669 at 4% or $294,446 at 6%; with 50% employer match about $294,446 at 4% or $196,297 at 6%; with 100% employer match about $220,834 at 4% or $147,223 at 6%. |