BERNHARDT AND SMITH ORTHODONTICS, P
Plan context: Bernhardt & Smith Orthodontics PC 401(K) Plan
EIN 20-8402654 • West Des Moines, IA • 6 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
16
2017 Assets
$3,761,787
2017 Contributions
$364,426
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 16 | $3,761,787 | $364,426 | $22,777iApproximate average salary by contribution assumption: employee only about $569,416 at 4% or $379,610 at 6%; with 50% employer match about $379,610 at 4% or $253,074 at 6%; with 100% employer match about $284,708 at 4% or $189,805 at 6%. |
| Bernhardt & Smith Orthodontics PC 401(K) Plan | - | 15 | $3,452,291 | $202,155 | $13,477iApproximate average salary by contribution assumption: employee only about $336,925 at 4% or $224,617 at 6%; with 50% employer match about $224,617 at 4% or $149,744 at 6%; with 100% employer match about $168,463 at 4% or $112,308 at 6%. |
| BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN | - | 16 | $309,496 | $162,271 | $10,142iApproximate average salary by contribution assumption: employee only about $253,548 at 4% or $169,032 at 6%; with 50% employer match about $169,032 at 4% or $112,688 at 6%; with 100% employer match about $126,774 at 4% or $84,516 at 6%. |
| 2016 | 2 | 14 | $2,932,797 | $257,489 | $18,392iApproximate average salary by contribution assumption: employee only about $459,802 at 4% or $306,535 at 6%; with 50% employer match about $306,535 at 4% or $204,356 at 6%; with 100% employer match about $229,901 at 4% or $153,267 at 6%. |
| Bernhardt & Smith Orthodontics PC 401(K) Plan | - | 14 | $2,805,430 | $193,561 | $13,826iApproximate average salary by contribution assumption: employee only about $345,645 at 4% or $230,430 at 6%; with 50% employer match about $230,430 at 4% or $153,620 at 6%; with 100% employer match about $172,822 at 4% or $115,215 at 6%. |
| BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN | - | 14 | $127,367 | $63,928 | $4,566iApproximate average salary by contribution assumption: employee only about $114,157 at 4% or $76,105 at 6%; with 50% employer match about $76,105 at 4% or $50,737 at 6%; with 100% employer match about $57,079 at 4% or $38,052 at 6%. |
| 2015 | 2 | 15 | $2,501,114 | $312,764 | $20,851iApproximate average salary by contribution assumption: employee only about $521,273 at 4% or $347,516 at 6%; with 50% employer match about $347,516 at 4% or $231,677 at 6%; with 100% employer match about $260,637 at 4% or $173,758 at 6%. |
| Bernhardt & Smith Orthodontics PC 401(K) Plan | - | 15 | $2,442,124 | $253,774 | $16,918iApproximate average salary by contribution assumption: employee only about $422,957 at 4% or $281,971 at 6%; with 50% employer match about $281,971 at 4% or $187,981 at 6%; with 100% employer match about $211,478 at 4% or $140,986 at 6%. |
| BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN | - | 15 | $58,990 | $58,990 | $3,933iApproximate average salary by contribution assumption: employee only about $98,317 at 4% or $65,544 at 6%; with 50% employer match about $65,544 at 4% or $43,696 at 6%; with 100% employer match about $49,158 at 4% or $32,772 at 6%. |