ORTHODONTIC SPECIALISTS, LLC
Plan context: ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN
EIN 20-5049412 • St. George, UT • 13 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$1,251,974
2025 Contributions
$95,616
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $1,251,974 | $95,616 | $6,830iApproximate average salary by contribution assumption: employee only about $170,743 at 4% or $113,829 at 6%; with 50% employer match about $113,829 at 4% or $75,886 at 6%; with 100% employer match about $85,371 at 4% or $56,914 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 14 | $1,251,974 | $95,616 | $6,830iApproximate average salary by contribution assumption: employee only about $170,743 at 4% or $113,829 at 6%; with 50% employer match about $113,829 at 4% or $75,886 at 6%; with 100% employer match about $85,371 at 4% or $56,914 at 6%. |
| 2024 | 1 | 16 | $1,033,823 | $87,214 | $5,451iApproximate average salary by contribution assumption: employee only about $136,272 at 4% or $90,848 at 6%; with 50% employer match about $90,848 at 4% or $60,565 at 6%; with 100% employer match about $68,136 at 4% or $45,424 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 16 | $1,033,823 | $87,214 | $5,451iApproximate average salary by contribution assumption: employee only about $136,272 at 4% or $90,848 at 6%; with 50% employer match about $90,848 at 4% or $60,565 at 6%; with 100% employer match about $68,136 at 4% or $45,424 at 6%. |
| 2023 | 1 | 16 | $829,123 | $83,286 | $5,205iApproximate average salary by contribution assumption: employee only about $130,134 at 4% or $86,756 at 6%; with 50% employer match about $86,756 at 4% or $57,838 at 6%; with 100% employer match about $65,067 at 4% or $43,378 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 16 | $829,123 | $83,286 | $5,205iApproximate average salary by contribution assumption: employee only about $130,134 at 4% or $86,756 at 6%; with 50% employer match about $86,756 at 4% or $57,838 at 6%; with 100% employer match about $65,067 at 4% or $43,378 at 6%. |
| 2022 | 1 | 17 | $658,561 | $80,888 | $4,758iApproximate average salary by contribution assumption: employee only about $118,953 at 4% or $79,302 at 6%; with 50% employer match about $79,302 at 4% or $52,868 at 6%; with 100% employer match about $59,476 at 4% or $39,651 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 17 | $658,561 | $80,888 | $4,758iApproximate average salary by contribution assumption: employee only about $118,953 at 4% or $79,302 at 6%; with 50% employer match about $79,302 at 4% or $52,868 at 6%; with 100% employer match about $59,476 at 4% or $39,651 at 6%. |
| 2021 | 1 | 9 | $717,132 | $71,637 | $7,960iApproximate average salary by contribution assumption: employee only about $198,992 at 4% or $132,661 at 6%; with 50% employer match about $132,661 at 4% or $88,441 at 6%; with 100% employer match about $99,496 at 4% or $66,331 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 9 | $717,132 | $71,637 | $7,960iApproximate average salary by contribution assumption: employee only about $198,992 at 4% or $132,661 at 6%; with 50% employer match about $132,661 at 4% or $88,441 at 6%; with 100% employer match about $99,496 at 4% or $66,331 at 6%. |
| 2020 | 1 | 13 | $565,914 | $83,316 | $6,409iApproximate average salary by contribution assumption: employee only about $160,223 at 4% or $106,815 at 6%; with 50% employer match about $106,815 at 4% or $71,210 at 6%; with 100% employer match about $80,112 at 4% or $53,408 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 13 | $565,914 | $83,316 | $6,409iApproximate average salary by contribution assumption: employee only about $160,223 at 4% or $106,815 at 6%; with 50% employer match about $106,815 at 4% or $71,210 at 6%; with 100% employer match about $80,112 at 4% or $53,408 at 6%. |
| 2019 | 1 | 14 | $432,229 | $63,299 | $4,521iApproximate average salary by contribution assumption: employee only about $113,034 at 4% or $75,356 at 6%; with 50% employer match about $75,356 at 4% or $50,237 at 6%; with 100% employer match about $56,517 at 4% or $37,678 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 14 | $432,229 | $63,299 | $4,521iApproximate average salary by contribution assumption: employee only about $113,034 at 4% or $75,356 at 6%; with 50% employer match about $75,356 at 4% or $50,237 at 6%; with 100% employer match about $56,517 at 4% or $37,678 at 6%. |
| 2018 | 1 | 17 | $307,500 | $72,340 | $4,255iApproximate average salary by contribution assumption: employee only about $106,382 at 4% or $70,922 at 6%; with 50% employer match about $70,922 at 4% or $47,281 at 6%; with 100% employer match about $53,191 at 4% or $35,461 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 17 | $307,500 | $72,340 | $4,255iApproximate average salary by contribution assumption: employee only about $106,382 at 4% or $70,922 at 6%; with 50% employer match about $70,922 at 4% or $47,281 at 6%; with 100% employer match about $53,191 at 4% or $35,461 at 6%. |
| 2017 | 1 | 15 | $271,388 | $66,325 | $4,422iApproximate average salary by contribution assumption: employee only about $110,542 at 4% or $73,694 at 6%; with 50% employer match about $73,694 at 4% or $49,130 at 6%; with 100% employer match about $55,271 at 4% or $36,847 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 15 | $271,388 | $66,325 | $4,422iApproximate average salary by contribution assumption: employee only about $110,542 at 4% or $73,694 at 6%; with 50% employer match about $73,694 at 4% or $49,130 at 6%; with 100% employer match about $55,271 at 4% or $36,847 at 6%. |
| 2016 | 1 | 15 | $182,104 | $57,568 | $3,838iApproximate average salary by contribution assumption: employee only about $95,947 at 4% or $63,964 at 6%; with 50% employer match about $63,964 at 4% or $42,643 at 6%; with 100% employer match about $47,973 at 4% or $31,982 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 15 | $182,104 | $57,568 | $3,838iApproximate average salary by contribution assumption: employee only about $95,947 at 4% or $63,964 at 6%; with 50% employer match about $63,964 at 4% or $42,643 at 6%; with 100% employer match about $47,973 at 4% or $31,982 at 6%. |
| 2015 | 1 | 13 | $123,637 | $48,215 | $3,709iApproximate average salary by contribution assumption: employee only about $92,721 at 4% or $61,814 at 6%; with 50% employer match about $61,814 at 4% or $41,209 at 6%; with 100% employer match about $46,361 at 4% or $30,907 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 13 | $123,637 | $48,215 | $3,709iApproximate average salary by contribution assumption: employee only about $92,721 at 4% or $61,814 at 6%; with 50% employer match about $61,814 at 4% or $41,209 at 6%; with 100% employer match about $46,361 at 4% or $30,907 at 6%. |
| 2014 | 1 | 10 | $82,220 | $51,758 | $5,176iApproximate average salary by contribution assumption: employee only about $129,395 at 4% or $86,263 at 6%; with 50% employer match about $86,263 at 4% or $57,509 at 6%; with 100% employer match about $64,698 at 4% or $43,132 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 10 | $82,220 | $51,758 | $5,176iApproximate average salary by contribution assumption: employee only about $129,395 at 4% or $86,263 at 6%; with 50% employer match about $86,263 at 4% or $57,509 at 6%; with 100% employer match about $64,698 at 4% or $43,132 at 6%. |
| 2013 | 1 | 8 | $29,813 | $29,253 | $3,657iApproximate average salary by contribution assumption: employee only about $91,416 at 4% or $60,944 at 6%; with 50% employer match about $60,944 at 4% or $40,629 at 6%; with 100% employer match about $45,708 at 4% or $30,472 at 6%. |
| ORTHODONTIC SPECIALISTS, LLC 401(K) PLAN | - | 8 | $29,813 | $29,253 | $3,657iApproximate average salary by contribution assumption: employee only about $91,416 at 4% or $60,944 at 6%; with 50% employer match about $60,944 at 4% or $40,629 at 6%; with 100% employer match about $45,708 at 4% or $30,472 at 6%. |