Civic Intelligence

BERNHARDT AND SMITH ORTHODONTICS, P

Plan context: Bernhardt & Smith Orthodontics PC 401(K) Plan

EIN 20-8402651 • West Des Moines, IA • 22 filings • 4 plans

9295 Bishop Drive, Suite 120West Des Moines, IA 50266
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$7,781,200

2024 Contributions

$337,447

Historical Graphs

Total Assets Over Time

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

$7,781,200$3,890,600$0200920182024YearValue
$7,781,200Latest year 2024

Participants Over Time

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

20100200720142024YearValue
18Latest 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
2024218$7,781,200$337,447$18,747iApproximate average salary by contribution assumption: employee only about $468,676 at 4% or $312,451 at 6%; with 50% employer match about $312,451 at 4% or $208,301 at 6%; with 100% employer match about $234,338 at 4% or $156,225 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-15$6,892,431$287,447$19,163iApproximate average salary by contribution assumption: employee only about $479,078 at 4% or $319,386 at 6%; with 50% employer match about $319,386 at 4% or $212,924 at 6%; with 100% employer match about $239,539 at 4% or $159,693 at 6%.
Bernhardt & Smith Orthodontics PC Cash Balance Plan-18$888,769$50,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
2023218$6,787,465$292,628$16,257iApproximate average salary by contribution assumption: employee only about $406,428 at 4% or $270,952 at 6%; with 50% employer match about $270,952 at 4% or $180,635 at 6%; with 100% employer match about $203,214 at 4% or $135,476 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-15$6,025,038$267,628$17,842iApproximate average salary by contribution assumption: employee only about $446,047 at 4% or $297,364 at 6%; with 50% employer match about $297,364 at 4% or $198,243 at 6%; with 100% employer match about $223,023 at 4% or $148,682 at 6%.
Bernhardt & Smith Orthodontics PC Cash Balance Plan-18$762,427$25,000$1,389iApproximate average salary by contribution assumption: employee only about $34,722 at 4% or $23,148 at 6%; with 50% employer match about $23,148 at 4% or $15,432 at 6%; with 100% employer match about $17,361 at 4% or $11,574 at 6%.
2022217$5,666,770$313,363$18,433iApproximate average salary by contribution assumption: employee only about $460,828 at 4% or $307,219 at 6%; with 50% employer match about $307,219 at 4% or $204,812 at 6%; with 100% employer match about $230,414 at 4% or $153,609 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-15$5,021,097$247,944$16,530iApproximate average salary by contribution assumption: employee only about $413,240 at 4% or $275,493 at 6%; with 50% employer match about $275,493 at 4% or $183,662 at 6%; with 100% employer match about $206,620 at 4% or $137,747 at 6%.
Bernhardt & Smith Orthodontics PC Cash Balance Plan-17$645,673$65,419$3,848iApproximate average salary by contribution assumption: employee only about $96,204 at 4% or $64,136 at 6%; with 50% employer match about $64,136 at 4% or $42,758 at 6%; with 100% employer match about $48,102 at 4% or $32,068 at 6%.
2021220$6,497,848$261,964$13,098iApproximate average salary by contribution assumption: employee only about $327,455 at 4% or $218,303 at 6%; with 50% employer match about $218,303 at 4% or $145,536 at 6%; with 100% employer match about $163,728 at 4% or $109,152 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-18$5,775,208$246,964$13,720iApproximate average salary by contribution assumption: employee only about $343,006 at 4% or $228,670 at 6%; with 50% employer match about $228,670 at 4% or $152,447 at 6%; with 100% employer match about $171,503 at 4% or $114,335 at 6%.
Bernhardt & Smith Orthodontics PC Cash Balance Plan-20$722,640$15,000$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
2020220$5,721,367$263,366$13,168iApproximate average salary by contribution assumption: employee only about $329,208 at 4% or $219,472 at 6%; with 50% employer match about $219,472 at 4% or $146,314 at 6%; with 100% employer match about $164,604 at 4% or $109,736 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-18$5,067,512$238,366$13,243iApproximate average salary by contribution assumption: employee only about $331,064 at 4% or $220,709 at 6%; with 50% employer match about $220,709 at 4% or $147,140 at 6%; with 100% employer match about $165,532 at 4% or $110,355 at 6%.
Bernhardt & Smith Orthodontics PC Cash Balance Plan-20$653,855$25,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
2019220$4,807,551$246,214$12,311iApproximate average salary by contribution assumption: employee only about $307,768 at 4% or $205,178 at 6%; with 50% employer match about $205,178 at 4% or $136,786 at 6%; with 100% employer match about $153,884 at 4% or $102,589 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-19$4,255,742$146,214$7,695iApproximate average salary by contribution assumption: employee only about $192,387 at 4% or $128,258 at 6%; with 50% employer match about $128,258 at 4% or $85,505 at 6%; with 100% employer match about $96,193 at 4% or $64,129 at 6%.
Bernhardt & Smith Orthodontics PC Cash Balance Plan-20$551,809$100,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2018218$3,828,522$310,639$17,258iApproximate average salary by contribution assumption: employee only about $431,443 at 4% or $287,629 at 6%; with 50% employer match about $287,629 at 4% or $191,752 at 6%; with 100% employer match about $215,722 at 4% or $143,814 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-17$3,441,146$210,639$12,391iApproximate average salary by contribution assumption: employee only about $309,763 at 4% or $206,509 at 6%; with 50% employer match about $206,509 at 4% or $137,673 at 6%; with 100% employer match about $154,882 at 4% or $103,254 at 6%.
Bernhardt & Smith Orthodontics PC Cash Balance Plan-18$387,376$100,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
2014115$2,257,442$215,935$14,396iApproximate average salary by contribution assumption: employee only about $359,892 at 4% or $239,928 at 6%; with 50% employer match about $239,928 at 4% or $159,952 at 6%; with 100% employer match about $179,946 at 4% or $119,964 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-15$2,257,442$215,935$14,396iApproximate average salary by contribution assumption: employee only about $359,892 at 4% or $239,928 at 6%; with 50% employer match about $239,928 at 4% or $159,952 at 6%; with 100% employer match about $179,946 at 4% or $119,964 at 6%.
2013113$1,980,696$172,447$13,265iApproximate average salary by contribution assumption: employee only about $331,629 at 4% or $221,086 at 6%; with 50% employer match about $221,086 at 4% or $147,391 at 6%; with 100% employer match about $165,814 at 4% or $110,543 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-13$1,980,696$172,447$13,265iApproximate average salary by contribution assumption: employee only about $331,629 at 4% or $221,086 at 6%; with 50% employer match about $221,086 at 4% or $147,391 at 6%; with 100% employer match about $165,814 at 4% or $110,543 at 6%.
2012113$1,579,990$151,708$11,670iApproximate average salary by contribution assumption: employee only about $291,746 at 4% or $194,497 at 6%; with 50% employer match about $194,497 at 4% or $129,665 at 6%; with 100% employer match about $145,873 at 4% or $97,249 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-13$1,579,990$151,708$11,670iApproximate average salary by contribution assumption: employee only about $291,746 at 4% or $194,497 at 6%; with 50% employer match about $194,497 at 4% or $129,665 at 6%; with 100% employer match about $145,873 at 4% or $97,249 at 6%.
2011114$1,300,541$145,744$10,410iApproximate average salary by contribution assumption: employee only about $260,257 at 4% or $173,505 at 6%; with 50% employer match about $173,505 at 4% or $115,670 at 6%; with 100% employer match about $130,129 at 4% or $86,752 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-14$1,300,541$145,744$10,410iApproximate average salary by contribution assumption: employee only about $260,257 at 4% or $173,505 at 6%; with 50% employer match about $173,505 at 4% or $115,670 at 6%; with 100% employer match about $130,129 at 4% or $86,752 at 6%.
2010115$1,159,994$144,184$9,612iApproximate average salary by contribution assumption: employee only about $240,307 at 4% or $160,204 at 6%; with 50% employer match about $160,204 at 4% or $106,803 at 6%; with 100% employer match about $120,153 at 4% or $80,102 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-15$1,159,994$144,184$9,612iApproximate average salary by contribution assumption: employee only about $240,307 at 4% or $160,204 at 6%; with 50% employer match about $160,204 at 4% or $106,803 at 6%; with 100% employer match about $120,153 at 4% or $80,102 at 6%.
2009114$970,215$142,055$10,147iApproximate average salary by contribution assumption: employee only about $253,670 at 4% or $169,113 at 6%; with 50% employer match about $169,113 at 4% or $112,742 at 6%; with 100% employer match about $126,835 at 4% or $84,557 at 6%.
Bernhardt & Smith Orthodontics PC 401(K) Plan-14$970,215$142,055$10,147iApproximate average salary by contribution assumption: employee only about $253,670 at 4% or $169,113 at 6%; with 50% employer match about $169,113 at 4% or $112,742 at 6%; with 100% employer match about $126,835 at 4% or $84,557 at 6%.
2008111$0$0-
Bernhardt & Smith Orthodontics PC 401(K) Plan-11---
2007110$0$0-
Bernhardt & Smith Orthodontics PC 401(K) Plan-10---