Civic Intelligence

Center for Orthodontics

Plan context: CENTER FOR ORTHODONTICS CASH BALANCE PLAN

EIN 20-3789821 • Rancho Mirage, CA • 16 filings • 4 plans

71949 Hwy 111, Suite 200Rancho Mirage, CA 92270
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,773,968

2024 Contributions

$414,477

Historical Graphs

Total Assets Over Time

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

$1,773,968$886,984$0201320192024YearValue
$1,773,968Latest year 2024

Participants Over Time

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

1260201320192024YearValue
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$1,773,968$414,477$34,540iApproximate average salary by contribution assumption: employee only about $863,494 at 4% or $575,663 at 6%; with 50% employer match about $575,663 at 4% or $383,775 at 6%; with 100% employer match about $431,747 at 4% or $287,831 at 6%.
CENTER FOR ORTHODONTICS CASH BALANCE PLAN-12$1,122,732$345,224$28,769iApproximate average salary by contribution assumption: employee only about $719,217 at 4% or $479,478 at 6%; with 50% employer match about $479,478 at 4% or $319,652 at 6%; with 100% employer match about $359,608 at 4% or $239,739 at 6%.
Center for Orthodontics 401(K)-12$651,236$69,253$5,771iApproximate average salary by contribution assumption: employee only about $144,277 at 4% or $96,185 at 6%; with 50% employer match about $96,185 at 4% or $64,123 at 6%; with 100% employer match about $72,139 at 4% or $48,092 at 6%.
2023211$1,243,611$406,128$36,921iApproximate average salary by contribution assumption: employee only about $923,018 at 4% or $615,345 at 6%; with 50% employer match about $615,345 at 4% or $410,230 at 6%; with 100% employer match about $461,509 at 4% or $307,673 at 6%.
CENTER FOR ORTHODONTICS CASH BALANCE PLAN-10$711,254$318,150$31,815iApproximate average salary by contribution assumption: employee only about $795,375 at 4% or $530,250 at 6%; with 50% employer match about $530,250 at 4% or $353,500 at 6%; with 100% employer match about $397,688 at 4% or $265,125 at 6%.
Center for Orthodontics 401(K)-11$532,357$87,978$7,998iApproximate average salary by contribution assumption: employee only about $199,950 at 4% or $133,300 at 6%; with 50% employer match about $133,300 at 4% or $88,867 at 6%; with 100% employer match about $99,975 at 4% or $66,650 at 6%.
2022211$759,494$339,363$30,851iApproximate average salary by contribution assumption: employee only about $771,280 at 4% or $514,186 at 6%; with 50% employer match about $514,186 at 4% or $342,791 at 6%; with 100% employer match about $385,640 at 4% or $257,093 at 6%.
Center for Orthodontics 401(K)-11$392,985$76,070$6,915iApproximate average salary by contribution assumption: employee only about $172,886 at 4% or $115,258 at 6%; with 50% employer match about $115,258 at 4% or $76,838 at 6%; with 100% employer match about $86,443 at 4% or $57,629 at 6%.
CENTER FOR ORTHODONTICS CASH BALANCE PLAN-9$366,509$263,293$29,255iApproximate average salary by contribution assumption: employee only about $731,369 at 4% or $487,580 at 6%; with 50% employer match about $487,580 at 4% or $325,053 at 6%; with 100% employer match about $365,685 at 4% or $243,790 at 6%.
202129$502,134$180,921$20,102iApproximate average salary by contribution assumption: employee only about $502,558 at 4% or $335,039 at 6%; with 50% employer match about $335,039 at 4% or $223,359 at 6%; with 100% employer match about $251,279 at 4% or $167,519 at 6%.
Center for Orthodontics 401(K)-9$395,266$74,053$8,228iApproximate average salary by contribution assumption: employee only about $205,703 at 4% or $137,135 at 6%; with 50% employer match about $137,135 at 4% or $91,423 at 6%; with 100% employer match about $102,851 at 4% or $68,568 at 6%.
CENTER FOR ORTHODONTICS CASH BALANCE PLAN-6$106,868$106,868$17,811iApproximate average salary by contribution assumption: employee only about $445,283 at 4% or $296,856 at 6%; with 50% employer match about $296,856 at 4% or $197,904 at 6%; with 100% employer match about $222,642 at 4% or $148,428 at 6%.
202014$313,232$47,941$11,985iApproximate average salary by contribution assumption: employee only about $299,631 at 4% or $199,754 at 6%; with 50% employer match about $199,754 at 4% or $133,169 at 6%; with 100% employer match about $149,816 at 4% or $99,877 at 6%.
Center for Orthodontics 401(K)-4$313,232$47,941$11,985iApproximate average salary by contribution assumption: employee only about $299,631 at 4% or $199,754 at 6%; with 50% employer match about $199,754 at 4% or $133,169 at 6%; with 100% employer match about $149,816 at 4% or $99,877 at 6%.
201916$246,285$47,120$7,853iApproximate average salary by contribution assumption: employee only about $196,333 at 4% or $130,889 at 6%; with 50% employer match about $130,889 at 4% or $87,259 at 6%; with 100% employer match about $98,167 at 4% or $65,444 at 6%.
Center for Orthodontics 401(K)-6$246,285$47,120$7,853iApproximate average salary by contribution assumption: employee only about $196,333 at 4% or $130,889 at 6%; with 50% employer match about $130,889 at 4% or $87,259 at 6%; with 100% employer match about $98,167 at 4% or $65,444 at 6%.
201816$178,235$63,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Center for Orthodontics 401(K)-6$178,235$63,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
201713$121,358$42,350$14,117iApproximate average salary by contribution assumption: employee only about $352,917 at 4% or $235,278 at 6%; with 50% employer match about $235,278 at 4% or $156,852 at 6%; with 100% employer match about $176,458 at 4% or $117,639 at 6%.
Center for Orthodontics 401(K)-3$121,358$42,350$14,117iApproximate average salary by contribution assumption: employee only about $352,917 at 4% or $235,278 at 6%; with 50% employer match about $235,278 at 4% or $156,852 at 6%; with 100% employer match about $176,458 at 4% or $117,639 at 6%.
201612$72,938$29,250$14,625iApproximate average salary by contribution assumption: employee only about $365,625 at 4% or $243,750 at 6%; with 50% employer match about $243,750 at 4% or $162,500 at 6%; with 100% employer match about $182,813 at 4% or $121,875 at 6%.
Center for Orthodontics 401(K)-2$72,938$29,250$14,625iApproximate average salary by contribution assumption: employee only about $365,625 at 4% or $243,750 at 6%; with 50% employer match about $243,750 at 4% or $162,500 at 6%; with 100% employer match about $182,813 at 4% or $121,875 at 6%.
201512$41,373$16,007$8,004iApproximate average salary by contribution assumption: employee only about $200,088 at 4% or $133,392 at 6%; with 50% employer match about $133,392 at 4% or $88,928 at 6%; with 100% employer match about $100,044 at 4% or $66,696 at 6%.
Center for Orthodontics 401(K)-2$41,373$16,007$8,004iApproximate average salary by contribution assumption: employee only about $200,088 at 4% or $133,392 at 6%; with 50% employer match about $133,392 at 4% or $88,928 at 6%; with 100% employer match about $100,044 at 4% or $66,696 at 6%.
201412$26,361$12,113$6,057iApproximate average salary by contribution assumption: employee only about $151,413 at 4% or $100,942 at 6%; with 50% employer match about $100,942 at 4% or $67,294 at 6%; with 100% employer match about $75,706 at 4% or $50,471 at 6%.
Center for Orthodontics 401(K)-2$26,361$12,113$6,057iApproximate average salary by contribution assumption: employee only about $151,413 at 4% or $100,942 at 6%; with 50% employer match about $100,942 at 4% or $67,294 at 6%; with 100% employer match about $75,706 at 4% or $50,471 at 6%.
201312$13,892$13,802$6,901iApproximate average salary by contribution assumption: employee only about $172,525 at 4% or $115,017 at 6%; with 50% employer match about $115,017 at 4% or $76,678 at 6%; with 100% employer match about $86,263 at 4% or $57,508 at 6%.
Center for Orthodontics 401(K)-2$13,892$13,802$6,901iApproximate average salary by contribution assumption: employee only about $172,525 at 4% or $115,017 at 6%; with 50% employer match about $115,017 at 4% or $76,678 at 6%; with 100% employer match about $86,263 at 4% or $57,508 at 6%.
Center for Orthodontics | EIN 20-3789821 | 2024 Form 5500 Company Profile