Vincent J. Gerardi, D.M.D.
Plan context: SOUTH PHILADELPHIA ORTHODONTIC ASSOCIATES 401(K) PLAN
EIN 23-1983169 • Philadelphia, PA • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$683,499
2024 Contributions
$135,867
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $683,499 | $135,867 | $16,983iApproximate average salary by contribution assumption: employee only about $424,584 at 4% or $283,056 at 6%; with 50% employer match about $283,056 at 4% or $188,704 at 6%; with 100% employer match about $212,292 at 4% or $141,528 at 6%. |
| SOUTH PHILADELPHIA ORTHODONTIC ASSOCIATES 401(K) PLAN | - | 8 | $683,499 | $135,867 | $16,983iApproximate average salary by contribution assumption: employee only about $424,584 at 4% or $283,056 at 6%; with 50% employer match about $283,056 at 4% or $188,704 at 6%; with 100% employer match about $212,292 at 4% or $141,528 at 6%. |
| 2023 | 1 | 9 | $469,044 | $121,394 | $13,488iApproximate average salary by contribution assumption: employee only about $337,206 at 4% or $224,804 at 6%; with 50% employer match about $224,804 at 4% or $149,869 at 6%; with 100% employer match about $168,603 at 4% or $112,402 at 6%. |
| SOUTH PHILADELPHIA ORTHODONTIC ASSOCIATES 401(K) PLAN | - | 9 | $469,044 | $121,394 | $13,488iApproximate average salary by contribution assumption: employee only about $337,206 at 4% or $224,804 at 6%; with 50% employer match about $224,804 at 4% or $149,869 at 6%; with 100% employer match about $168,603 at 4% or $112,402 at 6%. |
| 2022 | 1 | 8 | $285,540 | $308,885 | $38,611iApproximate average salary by contribution assumption: employee only about $965,266 at 4% or $643,510 at 6%; with 50% employer match about $643,510 at 4% or $429,007 at 6%; with 100% employer match about $482,633 at 4% or $321,755 at 6%. |
| SOUTH PHILADELPHIA ORTHODONTIC ASSOCIATES 401(K) PLAN | - | 8 | $285,540 | $308,885 | $38,611iApproximate average salary by contribution assumption: employee only about $965,266 at 4% or $643,510 at 6%; with 50% employer match about $643,510 at 4% or $429,007 at 6%; with 100% employer match about $482,633 at 4% or $321,755 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Vincent J. Gerardi, D.M.D. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Vincent J. Gerardi, D.M.D. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2000 | 1 | 1 | $1,703,805 | $0 | - |
| Vincent J. Gerardi, D.M.D. Money Purchase Pension Plan and Trust | - | 1 | $1,703,805 | - | - |
| 1999 | 1 | 1 | $2,169,788 | $0 | - |
| Vincent J. Gerardi, D.M.D. Money Purchase Pension Plan and Trust | - | 1 | $2,169,788 | - | - |