Civic Intelligence

Sharon H. Ornstein, Dds, Pa

Plan context: SHARON H. ORNSTEIN DDS PA 401(K) PROFIT SHARING PLAN AND TRUST

EIN 20-5320509 • Dallas, TX • 23 filings • 3 plans

10 Medical Parkway, Suite 101Dallas, TX 75234
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$1,803,107

2023 Contributions

$22,599

Historical Graphs

Total Assets Over Time

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

$1,864,345$932,173$0201020162022YearValue
$1,803,107Latest year 2022

Participants Over Time

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

1370201020162022YearValue
13Latest year 2022

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
202320$0$22,599-
Sharon H. Ornstein, Dds, Pa Cash Balance Plan-0$0$0-
SHARON H. ORNSTEIN DDS PA 401(K) PROFIT SHARING PLAN AND TRUST-0$0$22,599-
2022213$1,803,107$209,284$16,099iApproximate average salary by contribution assumption: employee only about $402,469 at 4% or $268,313 at 6%; with 50% employer match about $268,313 at 4% or $178,875 at 6%; with 100% employer match about $201,235 at 4% or $134,156 at 6%.
Sharon H. Ornstein, Dds, Pa Cash Balance Plan-10$1,094,234$150,542$15,054iApproximate average salary by contribution assumption: employee only about $376,355 at 4% or $250,903 at 6%; with 50% employer match about $250,903 at 4% or $167,269 at 6%; with 100% employer match about $188,178 at 4% or $125,452 at 6%.
SHARON H. ORNSTEIN DDS PA 401(K) PROFIT SHARING PLAN AND TRUST-13$708,873$58,742$4,519iApproximate average salary by contribution assumption: employee only about $112,965 at 4% or $75,310 at 6%; with 50% employer match about $75,310 at 4% or $50,207 at 6%; with 100% employer match about $56,483 at 4% or $37,655 at 6%.
202128$1,864,345$170,611$21,326iApproximate average salary by contribution assumption: employee only about $533,159 at 4% or $355,440 at 6%; with 50% employer match about $355,440 at 4% or $236,960 at 6%; with 100% employer match about $266,580 at 4% or $177,720 at 6%.
Sharon H. Ornstein, Dds, Pa Cash Balance Plan--$1,081,747$120,000-
SHARON H. ORNSTEIN DDS PA 401(K) PROFIT SHARING PLAN AND TRUST-8$782,598$50,611$6,326iApproximate average salary by contribution assumption: employee only about $158,159 at 4% or $105,440 at 6%; with 50% employer match about $105,440 at 4% or $70,293 at 6%; with 100% employer match about $79,080 at 4% or $52,720 at 6%.
2020211$1,657,778$191,555$17,414iApproximate average salary by contribution assumption: employee only about $435,352 at 4% or $290,235 at 6%; with 50% employer match about $290,235 at 4% or $193,490 at 6%; with 100% employer match about $217,676 at 4% or $145,117 at 6%.
Sharon H. Ornstein, Dds, Pa Cash Balance Plan-11$871,134$139,704$12,700iApproximate average salary by contribution assumption: employee only about $317,509 at 4% or $211,673 at 6%; with 50% employer match about $211,673 at 4% or $141,115 at 6%; with 100% employer match about $158,755 at 4% or $105,836 at 6%.
SHARON H. ORNSTEIN DDS PA 401(K) PROFIT SHARING PLAN AND TRUST-11$786,644$51,851$4,714iApproximate average salary by contribution assumption: employee only about $117,843 at 4% or $78,562 at 6%; with 50% employer match about $78,562 at 4% or $52,375 at 6%; with 100% employer match about $58,922 at 4% or $39,281 at 6%.
2019212$1,318,254$176,643$14,720iApproximate average salary by contribution assumption: employee only about $368,006 at 4% or $245,338 at 6%; with 50% employer match about $245,338 at 4% or $163,558 at 6%; with 100% employer match about $184,003 at 4% or $122,669 at 6%.
Sharon H. Ornstein, Dds, Pa Cash Balance Plan-11$669,522$113,467$10,315iApproximate average salary by contribution assumption: employee only about $257,880 at 4% or $171,920 at 6%; with 50% employer match about $171,920 at 4% or $114,613 at 6%; with 100% employer match about $128,940 at 4% or $85,960 at 6%.
SHARON H. ORNSTEIN DDS PA 401(K) PROFIT SHARING PLAN AND TRUST-12$648,732$63,176$5,265iApproximate average salary by contribution assumption: employee only about $131,617 at 4% or $87,744 at 6%; with 50% employer match about $87,744 at 4% or $58,496 at 6%; with 100% employer match about $65,808 at 4% or $43,872 at 6%.
2018211$997,205$193,389$17,581iApproximate average salary by contribution assumption: employee only about $439,520 at 4% or $293,014 at 6%; with 50% employer match about $293,014 at 4% or $195,342 at 6%; with 100% employer match about $219,760 at 4% or $146,507 at 6%.
SHARON H. ORNSTEIN DDS PA 401(K) PROFIT SHARING PLAN AND TRUST-11$515,202$65,378$5,943iApproximate average salary by contribution assumption: employee only about $148,586 at 4% or $99,058 at 6%; with 50% employer match about $99,058 at 4% or $66,038 at 6%; with 100% employer match about $74,293 at 4% or $49,529 at 6%.
Sharon H. Ornstein, Dds, Pa Cash Balance Plan-11$482,003$128,011$11,637iApproximate average salary by contribution assumption: employee only about $290,934 at 4% or $193,956 at 6%; with 50% employer match about $193,956 at 4% or $129,304 at 6%; with 100% employer match about $145,467 at 4% or $96,978 at 6%.
2017210$976,149$196,663$19,666iApproximate average salary by contribution assumption: employee only about $491,658 at 4% or $327,772 at 6%; with 50% employer match about $327,772 at 4% or $218,514 at 6%; with 100% employer match about $245,829 at 4% or $163,886 at 6%.
SHARON H ORNSTEIN DDS PA 401 K PROFIT SHARING PLAN TRUST-10$579,008$76,663$7,666iApproximate average salary by contribution assumption: employee only about $191,658 at 4% or $127,772 at 6%; with 50% employer match about $127,772 at 4% or $85,181 at 6%; with 100% employer match about $95,829 at 4% or $63,886 at 6%.
Sharon H. Ornstein, Dds, Pa Cash Balance Plan-10$397,141$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201628$584,633$237,954$29,744iApproximate average salary by contribution assumption: employee only about $743,606 at 4% or $495,738 at 6%; with 50% employer match about $495,738 at 4% or $330,492 at 6%; with 100% employer match about $371,803 at 4% or $247,869 at 6%.
SHARON H ORNSTEIN DDS PA 401 K PROFIT SHARING PLAN TRUST-8$424,894$86,187$10,773iApproximate average salary by contribution assumption: employee only about $269,334 at 4% or $179,556 at 6%; with 50% employer match about $179,556 at 4% or $119,704 at 6%; with 100% employer match about $134,667 at 4% or $89,778 at 6%.
Sharon H. Ornstein, Dds, Pa Cash Balance Plan-6$159,739$151,767$25,295iApproximate average salary by contribution assumption: employee only about $632,363 at 4% or $421,575 at 6%; with 50% employer match about $421,575 at 4% or $281,050 at 6%; with 100% employer match about $316,181 at 4% or $210,788 at 6%.
201527$325,838$73,276$10,468iApproximate average salary by contribution assumption: employee only about $261,700 at 4% or $174,467 at 6%; with 50% employer match about $174,467 at 4% or $116,311 at 6%; with 100% employer match about $130,850 at 4% or $87,233 at 6%.
SHARON H ORNSTEIN DDS PA 401 K PROFIT SHARING PLAN TRUST-7$325,838$73,276$10,468iApproximate average salary by contribution assumption: employee only about $261,700 at 4% or $174,467 at 6%; with 50% employer match about $174,467 at 4% or $116,311 at 6%; with 100% employer match about $130,850 at 4% or $87,233 at 6%.
Sharon H. Ornstein, Dds, Pa Cash Balance Plan-5---
201418$422,758$79,414$9,927iApproximate average salary by contribution assumption: employee only about $248,169 at 4% or $165,446 at 6%; with 50% employer match about $165,446 at 4% or $110,297 at 6%; with 100% employer match about $124,084 at 4% or $82,723 at 6%.
SHARON H ORNSTEIN DDS PA 401 K PROFIT SHARING PLAN TRUST-8$422,758$79,414$9,927iApproximate average salary by contribution assumption: employee only about $248,169 at 4% or $165,446 at 6%; with 50% employer match about $165,446 at 4% or $110,297 at 6%; with 100% employer match about $124,084 at 4% or $82,723 at 6%.
201317$312,640$76,283$10,898iApproximate average salary by contribution assumption: employee only about $272,439 at 4% or $181,626 at 6%; with 50% employer match about $181,626 at 4% or $121,084 at 6%; with 100% employer match about $136,220 at 4% or $90,813 at 6%.
SHARON H ORNSTEIN DDS PA 401 K PROFIT SHARING PLAN TRUST-7$312,640$76,283$10,898iApproximate average salary by contribution assumption: employee only about $272,439 at 4% or $181,626 at 6%; with 50% employer match about $181,626 at 4% or $121,084 at 6%; with 100% employer match about $136,220 at 4% or $90,813 at 6%.
201214$190,514$67,893$16,973iApproximate average salary by contribution assumption: employee only about $424,331 at 4% or $282,888 at 6%; with 50% employer match about $282,888 at 4% or $188,592 at 6%; with 100% employer match about $212,166 at 4% or $141,444 at 6%.
SHARON H ORNSTEIN DDS PA 401 K PROFIT SHARING PLAN TRUST-4$190,514$67,893$16,973iApproximate average salary by contribution assumption: employee only about $424,331 at 4% or $282,888 at 6%; with 50% employer match about $282,888 at 4% or $188,592 at 6%; with 100% employer match about $212,166 at 4% or $141,444 at 6%.
201114$105,843$64,983$16,246iApproximate average salary by contribution assumption: employee only about $406,144 at 4% or $270,763 at 6%; with 50% employer match about $270,763 at 4% or $180,508 at 6%; with 100% employer match about $203,072 at 4% or $135,381 at 6%.
SHARON H ORNSTEIN DDS PA 401 K PROFIT SHARING PLAN TRUST-4$105,843$64,983$16,246iApproximate average salary by contribution assumption: employee only about $406,144 at 4% or $270,763 at 6%; with 50% employer match about $270,763 at 4% or $180,508 at 6%; with 100% employer match about $203,072 at 4% or $135,381 at 6%.
201015$43,293$40,272$8,054iApproximate average salary by contribution assumption: employee only about $201,360 at 4% or $134,240 at 6%; with 50% employer match about $134,240 at 4% or $89,493 at 6%; with 100% employer match about $100,680 at 4% or $67,120 at 6%.
SHARON H ORNSTEIN DDS PA 401 K PROFIT SHARING PLAN TRUST-5$43,293$40,272$8,054iApproximate average salary by contribution assumption: employee only about $201,360 at 4% or $134,240 at 6%; with 50% employer match about $134,240 at 4% or $89,493 at 6%; with 100% employer match about $100,680 at 4% or $67,120 at 6%.