Civic Intelligence

ADVANCED ORTHODONTICS, P. C.

Plan context: ADVANCED ORTHODONTICS, P. C. CASH BALANCE PLAN

EIN 20-8851132 • Anniston, AL • 17 filings • 3 plans

1677 Golden Springs RoadAnniston, AL 36207
Current Snapshot

Latest Year

2019

2019 Participants

11

2019 Assets

$547,731

2019 Contributions

$52,522

Historical Graphs

Total Assets Over Time

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

$1,380,477$690,239$0200920142018YearValue
$547,731Latest year 2018

Participants Over Time

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

1260200920142018YearValue
11Latest year 2018

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
201910$0$0-
ADVANCED ORTHODONTICS, P. C. CASH BALANCE PLAN-0$0$0-
2018211$547,731$52,522$4,775iApproximate average salary by contribution assumption: employee only about $119,368 at 4% or $79,579 at 6%; with 50% employer match about $79,579 at 4% or $53,053 at 6%; with 100% employer match about $59,684 at 4% or $39,789 at 6%.
ADVANCED ORTHODONTICS, P. C. CASH BALANCE PLAN-11$547,731$52,500$4,773iApproximate average salary by contribution assumption: employee only about $119,318 at 4% or $79,545 at 6%; with 50% employer match about $79,545 at 4% or $53,030 at 6%; with 100% employer match about $59,659 at 4% or $39,773 at 6%.
Advanced Orthodontics 401K Plan-0$0$22-
2017212$1,380,477$211,341$17,612iApproximate average salary by contribution assumption: employee only about $440,294 at 4% or $293,529 at 6%; with 50% employer match about $293,529 at 4% or $195,686 at 6%; with 100% employer match about $220,147 at 4% or $146,765 at 6%.
Advanced Orthodontics 401K Plan-12$862,281$93,341$7,778iApproximate average salary by contribution assumption: employee only about $194,460 at 4% or $129,640 at 6%; with 50% employer match about $129,640 at 4% or $86,427 at 6%; with 100% employer match about $97,230 at 4% or $64,820 at 6%.
ADVANCED ORTHODONTICS, P. C. CASH BALANCE PLAN-10$518,196$118,000$11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%.
2016210$1,012,222$183,082$18,308iApproximate average salary by contribution assumption: employee only about $457,705 at 4% or $305,137 at 6%; with 50% employer match about $305,137 at 4% or $203,424 at 6%; with 100% employer match about $228,853 at 4% or $152,568 at 6%.
Advanced Orthodontics 401K Plan-10$651,918$87,082$8,708iApproximate average salary by contribution assumption: employee only about $217,705 at 4% or $145,137 at 6%; with 50% employer match about $145,137 at 4% or $96,758 at 6%; with 100% employer match about $108,853 at 4% or $72,568 at 6%.
ADVANCED ORTHODONTICS, P. C. CASH BALANCE PLAN-9$360,304$96,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
2015210$757,419$176,558$17,656iApproximate average salary by contribution assumption: employee only about $441,395 at 4% or $294,263 at 6%; with 50% employer match about $294,263 at 4% or $196,176 at 6%; with 100% employer match about $220,698 at 4% or $147,132 at 6%.
Advanced Orthodontics 401K Plan-10$512,523$86,558$8,656iApproximate average salary by contribution assumption: employee only about $216,395 at 4% or $144,263 at 6%; with 50% employer match about $144,263 at 4% or $96,176 at 6%; with 100% employer match about $108,197 at 4% or $72,132 at 6%.
ADVANCED ORTHODONTICS, P. C. CASH BALANCE PLAN-9$244,896$90,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2014210$601,996$174,243$17,424iApproximate average salary by contribution assumption: employee only about $435,608 at 4% or $290,405 at 6%; with 50% employer match about $290,405 at 4% or $193,603 at 6%; with 100% employer match about $217,804 at 4% or $145,203 at 6%.
Advanced Orthodontics 401K Plan-10$443,296$85,746$8,575iApproximate average salary by contribution assumption: employee only about $214,365 at 4% or $142,910 at 6%; with 50% employer match about $142,910 at 4% or $95,273 at 6%; with 100% employer match about $107,183 at 4% or $71,455 at 6%.
ADVANCED ORTHODONTICS, P. C. CASH BALANCE PLAN-10$158,700$88,497$8,850iApproximate average salary by contribution assumption: employee only about $221,243 at 4% or $147,495 at 6%; with 50% employer match about $147,495 at 4% or $98,330 at 6%; with 100% employer match about $110,621 at 4% or $73,748 at 6%.
201329$410,915$171,980$19,109iApproximate average salary by contribution assumption: employee only about $477,722 at 4% or $318,481 at 6%; with 50% employer match about $318,481 at 4% or $212,321 at 6%; with 100% employer match about $238,861 at 4% or $159,241 at 6%.
Advanced Orthodontics 401K Plan-9$342,100$103,165$11,463iApproximate average salary by contribution assumption: employee only about $286,569 at 4% or $191,046 at 6%; with 50% employer match about $191,046 at 4% or $127,364 at 6%; with 100% employer match about $143,285 at 4% or $95,523 at 6%.
ADVANCED ORTHODONTICS, P. C. CASH BALANCE PLAN-9$68,815$68,815$7,646iApproximate average salary by contribution assumption: employee only about $191,153 at 4% or $127,435 at 6%; with 50% employer match about $127,435 at 4% or $84,957 at 6%; with 100% employer match about $95,576 at 4% or $63,718 at 6%.
201217$210,832$80,574$11,511iApproximate average salary by contribution assumption: employee only about $287,764 at 4% or $191,843 at 6%; with 50% employer match about $191,843 at 4% or $127,895 at 6%; with 100% employer match about $143,882 at 4% or $95,921 at 6%.
Advanced Orthodontics 401K Plan-7$210,832$80,574$11,511iApproximate average salary by contribution assumption: employee only about $287,764 at 4% or $191,843 at 6%; with 50% employer match about $191,843 at 4% or $127,895 at 6%; with 100% employer match about $143,882 at 4% or $95,921 at 6%.
201118$127,482$47,872$5,984iApproximate average salary by contribution assumption: employee only about $149,600 at 4% or $99,733 at 6%; with 50% employer match about $99,733 at 4% or $66,489 at 6%; with 100% employer match about $74,800 at 4% or $49,867 at 6%.
Advanced Orthodontics 401K Plan-8$127,482$47,872$5,984iApproximate average salary by contribution assumption: employee only about $149,600 at 4% or $99,733 at 6%; with 50% employer match about $99,733 at 4% or $66,489 at 6%; with 100% employer match about $74,800 at 4% or $49,867 at 6%.
201016$87,763$56,318$9,386iApproximate average salary by contribution assumption: employee only about $234,658 at 4% or $156,439 at 6%; with 50% employer match about $156,439 at 4% or $104,293 at 6%; with 100% employer match about $117,329 at 4% or $78,219 at 6%.
Advanced Orthodontics 401K Plan-6$87,763$56,318$9,386iApproximate average salary by contribution assumption: employee only about $234,658 at 4% or $156,439 at 6%; with 50% employer match about $156,439 at 4% or $104,293 at 6%; with 100% employer match about $117,329 at 4% or $78,219 at 6%.
200917$30,144$31,011$4,430iApproximate average salary by contribution assumption: employee only about $110,754 at 4% or $73,836 at 6%; with 50% employer match about $73,836 at 4% or $49,224 at 6%; with 100% employer match about $55,377 at 4% or $36,918 at 6%.
Advanced Orthodontics 401K Plan-7$30,144$31,011$4,430iApproximate average salary by contribution assumption: employee only about $110,754 at 4% or $73,836 at 6%; with 50% employer match about $73,836 at 4% or $49,224 at 6%; with 100% employer match about $55,377 at 4% or $36,918 at 6%.