Civic Intelligence

Family Orthodontics PC

Plan context: Family Orthodontics PC. 401(K) Plan

EIN 20-8679713 • Fredonia, NY • 15 filings • 2 plans

10261 Route 60, Suite 2Fredonia, NY 14063
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,766,792

2024 Contributions

$725,216

Historical Graphs

Total Assets Over Time

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

$2,766,792$1,383,396$0201220182024YearValue
$2,766,792Latest year 2024

Participants Over Time

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

530201220182024YearValue
4Latest 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
202414$2,766,792$725,216$181,304iApproximate average salary by contribution assumption: employee only about $4,532,600 at 4% or $3,021,733 at 6%; with 50% employer match about $3,021,733 at 4% or $2,014,489 at 6%; with 100% employer match about $2,266,300 at 4% or $1,510,867 at 6%.
Family Orthodontics PC. 401(K) Plan-4$2,766,792$725,216$181,304iApproximate average salary by contribution assumption: employee only about $4,532,600 at 4% or $3,021,733 at 6%; with 50% employer match about $3,021,733 at 4% or $2,014,489 at 6%; with 100% employer match about $2,266,300 at 4% or $1,510,867 at 6%.
202314$1,701,681$99,921$24,980iApproximate average salary by contribution assumption: employee only about $624,506 at 4% or $416,338 at 6%; with 50% employer match about $416,338 at 4% or $277,558 at 6%; with 100% employer match about $312,253 at 4% or $208,169 at 6%.
Family Orthodontics PC. 401(K) Plan-4$1,701,681$99,921$24,980iApproximate average salary by contribution assumption: employee only about $624,506 at 4% or $416,338 at 6%; with 50% employer match about $416,338 at 4% or $277,558 at 6%; with 100% employer match about $312,253 at 4% or $208,169 at 6%.
202224$1,533,403$143,071$35,768iApproximate average salary by contribution assumption: employee only about $894,194 at 4% or $596,129 at 6%; with 50% employer match about $596,129 at 4% or $397,419 at 6%; with 100% employer match about $447,097 at 4% or $298,065 at 6%.
Family Orthodontics PC. 401(K) Plan-4$1,390,642$84,513$21,128iApproximate average salary by contribution assumption: employee only about $528,206 at 4% or $352,138 at 6%; with 50% employer match about $352,138 at 4% or $234,758 at 6%; with 100% employer match about $264,103 at 4% or $176,069 at 6%.
FAMILY ORTHODONTICS, P.C. CASH BALANCE PLAN-2$142,761$58,558$29,279iApproximate average salary by contribution assumption: employee only about $731,975 at 4% or $487,983 at 6%; with 50% employer match about $487,983 at 4% or $325,322 at 6%; with 100% employer match about $365,988 at 4% or $243,992 at 6%.
202124$1,757,197$215,735$53,934iApproximate average salary by contribution assumption: employee only about $1,348,344 at 4% or $898,896 at 6%; with 50% employer match about $898,896 at 4% or $599,264 at 6%; with 100% employer match about $674,172 at 4% or $449,448 at 6%.
Family Orthodontics PC. 401(K) Plan-4$1,667,386$125,924$31,481iApproximate average salary by contribution assumption: employee only about $787,025 at 4% or $524,683 at 6%; with 50% employer match about $524,683 at 4% or $349,789 at 6%; with 100% employer match about $393,513 at 4% or $262,342 at 6%.
FAMILY ORTHODONTICS, P.C. CASH BALANCE PLAN-2$89,811$89,811$44,906iApproximate average salary by contribution assumption: employee only about $1,122,638 at 4% or $748,425 at 6%; with 50% employer match about $748,425 at 4% or $498,950 at 6%; with 100% employer match about $561,319 at 4% or $374,213 at 6%.
202015$1,386,816$119,417$23,883iApproximate average salary by contribution assumption: employee only about $597,085 at 4% or $398,057 at 6%; with 50% employer match about $398,057 at 4% or $265,371 at 6%; with 100% employer match about $298,543 at 4% or $199,028 at 6%.
Family Orthodontics PC. 401(K) Plan-5$1,386,816$119,417$23,883iApproximate average salary by contribution assumption: employee only about $597,085 at 4% or $398,057 at 6%; with 50% employer match about $398,057 at 4% or $265,371 at 6%; with 100% employer match about $298,543 at 4% or $199,028 at 6%.
201914$1,077,814$94,141$23,535iApproximate average salary by contribution assumption: employee only about $588,381 at 4% or $392,254 at 6%; with 50% employer match about $392,254 at 4% or $261,503 at 6%; with 100% employer match about $294,191 at 4% or $196,127 at 6%.
Family Orthodontics PC. 401(K) Plan-4$1,077,814$94,141$23,535iApproximate average salary by contribution assumption: employee only about $588,381 at 4% or $392,254 at 6%; with 50% employer match about $392,254 at 4% or $261,503 at 6%; with 100% employer match about $294,191 at 4% or $196,127 at 6%.
201814$788,458$91,266$22,817iApproximate average salary by contribution assumption: employee only about $570,413 at 4% or $380,275 at 6%; with 50% employer match about $380,275 at 4% or $253,517 at 6%; with 100% employer match about $285,206 at 4% or $190,138 at 6%.
Family Orthodontics PC. 401(K) Plan-4$788,458$91,266$22,817iApproximate average salary by contribution assumption: employee only about $570,413 at 4% or $380,275 at 6%; with 50% employer match about $380,275 at 4% or $253,517 at 6%; with 100% employer match about $285,206 at 4% or $190,138 at 6%.
201714$737,351$85,147$21,287iApproximate average salary by contribution assumption: employee only about $532,169 at 4% or $354,779 at 6%; with 50% employer match about $354,779 at 4% or $236,519 at 6%; with 100% employer match about $266,084 at 4% or $177,390 at 6%.
Family Orthodontics PC. 401(K) Plan-4$737,351$85,147$21,287iApproximate average salary by contribution assumption: employee only about $532,169 at 4% or $354,779 at 6%; with 50% employer match about $354,779 at 4% or $236,519 at 6%; with 100% employer match about $266,084 at 4% or $177,390 at 6%.
201614$554,299$84,512$21,128iApproximate average salary by contribution assumption: employee only about $528,200 at 4% or $352,133 at 6%; with 50% employer match about $352,133 at 4% or $234,756 at 6%; with 100% employer match about $264,100 at 4% or $176,067 at 6%.
Family Orthodontics PC. 401(K) Plan-4$554,299$84,512$21,128iApproximate average salary by contribution assumption: employee only about $528,200 at 4% or $352,133 at 6%; with 50% employer match about $352,133 at 4% or $234,756 at 6%; with 100% employer match about $264,100 at 4% or $176,067 at 6%.
201514$433,572$99,439$24,860iApproximate average salary by contribution assumption: employee only about $621,494 at 4% or $414,329 at 6%; with 50% employer match about $414,329 at 4% or $276,219 at 6%; with 100% employer match about $310,747 at 4% or $207,165 at 6%.
Family Orthodontics PC. 401(K) Plan-4$433,572$99,439$24,860iApproximate average salary by contribution assumption: employee only about $621,494 at 4% or $414,329 at 6%; with 50% employer match about $414,329 at 4% or $276,219 at 6%; with 100% employer match about $310,747 at 4% or $207,165 at 6%.
201415$351,737$84,048$16,810iApproximate average salary by contribution assumption: employee only about $420,240 at 4% or $280,160 at 6%; with 50% employer match about $280,160 at 4% or $186,773 at 6%; with 100% employer match about $210,120 at 4% or $140,080 at 6%.
Family Orthodontics PC. 401(K) Plan-5$351,737$84,048$16,810iApproximate average salary by contribution assumption: employee only about $420,240 at 4% or $280,160 at 6%; with 50% employer match about $280,160 at 4% or $186,773 at 6%; with 100% employer match about $210,120 at 4% or $140,080 at 6%.
201315$253,562$80,567$16,113iApproximate average salary by contribution assumption: employee only about $402,835 at 4% or $268,557 at 6%; with 50% employer match about $268,557 at 4% or $179,038 at 6%; with 100% employer match about $201,418 at 4% or $134,278 at 6%.
Family Orthodontics PC. 401(K) Plan-5$253,562$80,567$16,113iApproximate average salary by contribution assumption: employee only about $402,835 at 4% or $268,557 at 6%; with 50% employer match about $268,557 at 4% or $179,038 at 6%; with 100% employer match about $201,418 at 4% or $134,278 at 6%.
201214$143,800$139,682$34,921iApproximate average salary by contribution assumption: employee only about $873,013 at 4% or $582,008 at 6%; with 50% employer match about $582,008 at 4% or $388,006 at 6%; with 100% employer match about $436,506 at 4% or $291,004 at 6%.
Family Orthodontics PC. 401(K) Plan-4$143,800$139,682$34,921iApproximate average salary by contribution assumption: employee only about $873,013 at 4% or $582,008 at 6%; with 50% employer match about $582,008 at 4% or $388,006 at 6%; with 100% employer match about $436,506 at 4% or $291,004 at 6%.