Cole Orthodontic Associates PC.
Plan context: Cole Orthodontic Associates PC. Employee Pension Plan & Trust
EIN 25-1381676 • Ridgway, PA • 37 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$1,525,027
2024 Contributions
$153,022
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 | 25 | $1,525,027 | $153,022 | $6,121iApproximate average salary by contribution assumption: employee only about $153,022 at 4% or $102,015 at 6%; with 50% employer match about $102,015 at 4% or $68,010 at 6%; with 100% employer match about $76,511 at 4% or $51,007 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 25 | $1,525,027 | $153,022 | $6,121iApproximate average salary by contribution assumption: employee only about $153,022 at 4% or $102,015 at 6%; with 50% employer match about $102,015 at 4% or $68,010 at 6%; with 100% employer match about $76,511 at 4% or $51,007 at 6%. |
| 2023 | 1 | 23 | $1,349,620 | $276,450 | $12,020iApproximate average salary by contribution assumption: employee only about $300,489 at 4% or $200,326 at 6%; with 50% employer match about $200,326 at 4% or $133,551 at 6%; with 100% employer match about $150,245 at 4% or $100,163 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 23 | $1,349,620 | $276,450 | $12,020iApproximate average salary by contribution assumption: employee only about $300,489 at 4% or $200,326 at 6%; with 50% employer match about $200,326 at 4% or $133,551 at 6%; with 100% employer match about $150,245 at 4% or $100,163 at 6%. |
| 2022 | 1 | 22 | $966,395 | $128,807 | $5,855iApproximate average salary by contribution assumption: employee only about $146,372 at 4% or $97,581 at 6%; with 50% employer match about $97,581 at 4% or $65,054 at 6%; with 100% employer match about $73,186 at 4% or $48,791 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 22 | $966,395 | $128,807 | $5,855iApproximate average salary by contribution assumption: employee only about $146,372 at 4% or $97,581 at 6%; with 50% employer match about $97,581 at 4% or $65,054 at 6%; with 100% employer match about $73,186 at 4% or $48,791 at 6%. |
| 2021 | 1 | 24 | $1,075,404 | $130,399 | $5,433iApproximate average salary by contribution assumption: employee only about $135,832 at 4% or $90,555 at 6%; with 50% employer match about $90,555 at 4% or $60,370 at 6%; with 100% employer match about $67,916 at 4% or $45,277 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 24 | $1,075,404 | $130,399 | $5,433iApproximate average salary by contribution assumption: employee only about $135,832 at 4% or $90,555 at 6%; with 50% employer match about $90,555 at 4% or $60,370 at 6%; with 100% employer match about $67,916 at 4% or $45,277 at 6%. |
| 2020 | 1 | 25 | $1,122,671 | $124,963 | $4,999iApproximate average salary by contribution assumption: employee only about $124,963 at 4% or $83,309 at 6%; with 50% employer match about $83,309 at 4% or $55,539 at 6%; with 100% employer match about $62,482 at 4% or $41,654 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 25 | $1,122,671 | $124,963 | $4,999iApproximate average salary by contribution assumption: employee only about $124,963 at 4% or $83,309 at 6%; with 50% employer match about $83,309 at 4% or $55,539 at 6%; with 100% employer match about $62,482 at 4% or $41,654 at 6%. |
| 2019 | 1 | 23 | $1,079,916 | $110,787 | $4,817iApproximate average salary by contribution assumption: employee only about $120,421 at 4% or $80,280 at 6%; with 50% employer match about $80,280 at 4% or $53,520 at 6%; with 100% employer match about $60,210 at 4% or $40,140 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 23 | $1,079,916 | $110,787 | $4,817iApproximate average salary by contribution assumption: employee only about $120,421 at 4% or $80,280 at 6%; with 50% employer match about $80,280 at 4% or $53,520 at 6%; with 100% employer match about $60,210 at 4% or $40,140 at 6%. |
| 2018 | 1 | 20 | $789,187 | $100,105 | $5,005iApproximate average salary by contribution assumption: employee only about $125,131 at 4% or $83,421 at 6%; with 50% employer match about $83,421 at 4% or $55,614 at 6%; with 100% employer match about $62,566 at 4% or $41,710 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 20 | $789,187 | $100,105 | $5,005iApproximate average salary by contribution assumption: employee only about $125,131 at 4% or $83,421 at 6%; with 50% employer match about $83,421 at 4% or $55,614 at 6%; with 100% employer match about $62,566 at 4% or $41,710 at 6%. |
| 2017 | 1 | 20 | $782,207 | $79,739 | $3,987iApproximate average salary by contribution assumption: employee only about $99,674 at 4% or $66,449 at 6%; with 50% employer match about $66,449 at 4% or $44,299 at 6%; with 100% employer match about $49,837 at 4% or $33,225 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 20 | $782,207 | $79,739 | $3,987iApproximate average salary by contribution assumption: employee only about $99,674 at 4% or $66,449 at 6%; with 50% employer match about $66,449 at 4% or $44,299 at 6%; with 100% employer match about $49,837 at 4% or $33,225 at 6%. |
| 2016 | 1 | 18 | $618,907 | $77,571 | $4,310iApproximate average salary by contribution assumption: employee only about $107,738 at 4% or $71,825 at 6%; with 50% employer match about $71,825 at 4% or $47,883 at 6%; with 100% employer match about $53,869 at 4% or $35,913 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 18 | $618,907 | $77,571 | $4,310iApproximate average salary by contribution assumption: employee only about $107,738 at 4% or $71,825 at 6%; with 50% employer match about $71,825 at 4% or $47,883 at 6%; with 100% employer match about $53,869 at 4% or $35,913 at 6%. |
| 2015 | 1 | 20 | $578,514 | $61,272 | $3,064iApproximate average salary by contribution assumption: employee only about $76,590 at 4% or $51,060 at 6%; with 50% employer match about $51,060 at 4% or $34,040 at 6%; with 100% employer match about $38,295 at 4% or $25,530 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 20 | $578,514 | $61,272 | $3,064iApproximate average salary by contribution assumption: employee only about $76,590 at 4% or $51,060 at 6%; with 50% employer match about $51,060 at 4% or $34,040 at 6%; with 100% employer match about $38,295 at 4% or $25,530 at 6%. |
| 2014 | 1 | 19 | $542,925 | $56,622 | $2,980iApproximate average salary by contribution assumption: employee only about $74,503 at 4% or $49,668 at 6%; with 50% employer match about $49,668 at 4% or $33,112 at 6%; with 100% employer match about $37,251 at 4% or $24,834 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 19 | $542,925 | $56,622 | $2,980iApproximate average salary by contribution assumption: employee only about $74,503 at 4% or $49,668 at 6%; with 50% employer match about $49,668 at 4% or $33,112 at 6%; with 100% employer match about $37,251 at 4% or $24,834 at 6%. |
| 2013 | 1 | 17 | $535,171 | $51,388 | $3,023iApproximate average salary by contribution assumption: employee only about $75,571 at 4% or $50,380 at 6%; with 50% employer match about $50,380 at 4% or $33,587 at 6%; with 100% employer match about $37,785 at 4% or $25,190 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 17 | $535,171 | $51,388 | $3,023iApproximate average salary by contribution assumption: employee only about $75,571 at 4% or $50,380 at 6%; with 50% employer match about $50,380 at 4% or $33,587 at 6%; with 100% employer match about $37,785 at 4% or $25,190 at 6%. |
| 2012 | 1 | 17 | $430,906 | $62,579 | $3,681iApproximate average salary by contribution assumption: employee only about $92,028 at 4% or $61,352 at 6%; with 50% employer match about $61,352 at 4% or $40,901 at 6%; with 100% employer match about $46,014 at 4% or $30,676 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 17 | $430,906 | $62,579 | $3,681iApproximate average salary by contribution assumption: employee only about $92,028 at 4% or $61,352 at 6%; with 50% employer match about $61,352 at 4% or $40,901 at 6%; with 100% employer match about $46,014 at 4% or $30,676 at 6%. |
| 2011 | 1 | 18 | $323,520 | $65,280 | $3,627iApproximate average salary by contribution assumption: employee only about $90,667 at 4% or $60,444 at 6%; with 50% employer match about $60,444 at 4% or $40,296 at 6%; with 100% employer match about $45,333 at 4% or $30,222 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 18 | $323,520 | $65,280 | $3,627iApproximate average salary by contribution assumption: employee only about $90,667 at 4% or $60,444 at 6%; with 50% employer match about $60,444 at 4% or $40,296 at 6%; with 100% employer match about $45,333 at 4% or $30,222 at 6%. |
| 2010 | 1 | 11 | $283,139 | $16,350 | $1,486iApproximate average salary by contribution assumption: employee only about $37,159 at 4% or $24,773 at 6%; with 50% employer match about $24,773 at 4% or $16,515 at 6%; with 100% employer match about $18,580 at 4% or $12,386 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 11 | $283,139 | $16,350 | $1,486iApproximate average salary by contribution assumption: employee only about $37,159 at 4% or $24,773 at 6%; with 50% employer match about $24,773 at 4% or $16,515 at 6%; with 100% employer match about $18,580 at 4% or $12,386 at 6%. |
| 2009 | 1 | 13 | $246,007 | $17,717 | $1,363iApproximate average salary by contribution assumption: employee only about $34,071 at 4% or $22,714 at 6%; with 50% employer match about $22,714 at 4% or $15,143 at 6%; with 100% employer match about $17,036 at 4% or $11,357 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 13 | $246,007 | $17,717 | $1,363iApproximate average salary by contribution assumption: employee only about $34,071 at 4% or $22,714 at 6%; with 50% employer match about $22,714 at 4% or $15,143 at 6%; with 100% employer match about $17,036 at 4% or $11,357 at 6%. |
| 2008 | 2 | 17 | $201,631 | $19,477 | $1,146iApproximate average salary by contribution assumption: employee only about $28,643 at 4% or $19,095 at 6%; with 50% employer match about $19,095 at 4% or $12,730 at 6%; with 100% employer match about $14,321 at 4% or $9,548 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 17 | $201,631 | $19,477 | $1,146iApproximate average salary by contribution assumption: employee only about $28,643 at 4% or $19,095 at 6%; with 50% employer match about $19,095 at 4% or $12,730 at 6%; with 100% employer match about $14,321 at 4% or $9,548 at 6%. |
| COLE ORTHODONTIC ASSOCIATES, P.C. CAFETERIA PLAN | - | 12 | - | - | - |
| 2007 | 2 | 18 | $255,359 | $19,671 | $1,093iApproximate average salary by contribution assumption: employee only about $27,321 at 4% or $18,214 at 6%; with 50% employer match about $18,214 at 4% or $12,143 at 6%; with 100% employer match about $13,660 at 4% or $9,107 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 18 | $255,359 | $19,671 | $1,093iApproximate average salary by contribution assumption: employee only about $27,321 at 4% or $18,214 at 6%; with 50% employer match about $18,214 at 4% or $12,143 at 6%; with 100% employer match about $13,660 at 4% or $9,107 at 6%. |
| COLE ORTHODONTIC ASSOCIATES, P.C. CAFETERIA PLAN | - | 0 | - | - | - |
| 2006 | 2 | 20 | $207,178 | $18,979 | $949iApproximate average salary by contribution assumption: employee only about $23,724 at 4% or $15,816 at 6%; with 50% employer match about $15,816 at 4% or $10,544 at 6%; with 100% employer match about $11,862 at 4% or $7,908 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 20 | $207,178 | $18,979 | $949iApproximate average salary by contribution assumption: employee only about $23,724 at 4% or $15,816 at 6%; with 50% employer match about $15,816 at 4% or $10,544 at 6%; with 100% employer match about $11,862 at 4% or $7,908 at 6%. |
| COLE ORTHODONTIC ASSOCIATES, P.C. CAFETERIA PLAN | - | 13 | - | - | - |
| 2005 | 2 | 20 | $171,735 | $19,251 | $963iApproximate average salary by contribution assumption: employee only about $24,064 at 4% or $16,043 at 6%; with 50% employer match about $16,043 at 4% or $10,695 at 6%; with 100% employer match about $12,032 at 4% or $8,021 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 20 | $171,735 | $19,251 | $963iApproximate average salary by contribution assumption: employee only about $24,064 at 4% or $16,043 at 6%; with 50% employer match about $16,043 at 4% or $10,695 at 6%; with 100% employer match about $12,032 at 4% or $8,021 at 6%. |
| COLE ORTHODONTIC ASSOCIATES, P.C. CAFETERIA PLAN | - | 11 | - | - | - |
| 2004 | 2 | 19 | $154,213 | $34,869 | $1,835iApproximate average salary by contribution assumption: employee only about $45,880 at 4% or $30,587 at 6%; with 50% employer match about $30,587 at 4% or $20,391 at 6%; with 100% employer match about $22,940 at 4% or $15,293 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 19 | $154,213 | $34,869 | $1,835iApproximate average salary by contribution assumption: employee only about $45,880 at 4% or $30,587 at 6%; with 50% employer match about $30,587 at 4% or $20,391 at 6%; with 100% employer match about $22,940 at 4% or $15,293 at 6%. |
| COLE ORTHODONTIC ASSOCIATES, P.C. CAFETERIAL PLAN | - | 13 | - | - | - |
| 2003 | 2 | 19 | $113,205 | $111,579 | $5,873iApproximate average salary by contribution assumption: employee only about $146,814 at 4% or $97,876 at 6%; with 50% employer match about $97,876 at 4% or $65,251 at 6%; with 100% employer match about $73,407 at 4% or $48,938 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 19 | $113,205 | $111,579 | $5,873iApproximate average salary by contribution assumption: employee only about $146,814 at 4% or $97,876 at 6%; with 50% employer match about $97,876 at 4% or $65,251 at 6%; with 100% employer match about $73,407 at 4% or $48,938 at 6%. |
| COLE ORTHODONTIC ASSOCIATES, P.C. CAFETERIA PLAN | - | 18 | - | - | - |
| 2002 | 3 | 18 | $1,238,337 | $52,006 | $2,889iApproximate average salary by contribution assumption: employee only about $72,231 at 4% or $48,154 at 6%; with 50% employer match about $48,154 at 4% or $32,102 at 6%; with 100% employer match about $36,115 at 4% or $24,077 at 6%. |
| Cole Orthodontic Associates PC. Employee Profit Sharing Plan and Trust | - | 18 | $687,156 | $4,524 | $251iApproximate average salary by contribution assumption: employee only about $6,283 at 4% or $4,189 at 6%; with 50% employer match about $4,189 at 4% or $2,793 at 6%; with 100% employer match about $3,142 at 4% or $2,094 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 18 | $551,181 | $9,864 | $548iApproximate average salary by contribution assumption: employee only about $13,700 at 4% or $9,133 at 6%; with 50% employer match about $9,133 at 4% or $6,089 at 6%; with 100% employer match about $6,850 at 4% or $4,567 at 6%. |
| COLE ORTHODONTIC ASSOCIATES, P.C. CAFETERIA PLAN | - | 15 | - | $37,618 | $2,508iApproximate average salary by contribution assumption: employee only about $62,697 at 4% or $41,798 at 6%; with 50% employer match about $41,798 at 4% or $27,865 at 6%; with 100% employer match about $31,348 at 4% or $20,899 at 6%. |
| 2001 | 2 | 18 | $0 | $0 | - |
| Cole Orthodontic Associates PC. Employee Profit Sharing Plan and Trust | - | 18 | - | - | - |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 18 | - | - | - |
| 2000 | 2 | 18 | $1,423,935 | $72,772 | $4,043iApproximate average salary by contribution assumption: employee only about $101,072 at 4% or $67,381 at 6%; with 50% employer match about $67,381 at 4% or $44,921 at 6%; with 100% employer match about $50,536 at 4% or $33,691 at 6%. |
| Cole Orthodontic Associates PC. Employee Profit Sharing Plan and Trust | - | 18 | $813,578 | $24,219 | $1,346iApproximate average salary by contribution assumption: employee only about $33,638 at 4% or $22,425 at 6%; with 50% employer match about $22,425 at 4% or $14,950 at 6%; with 100% employer match about $16,819 at 4% or $11,213 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 18 | $610,357 | $48,553 | $2,697iApproximate average salary by contribution assumption: employee only about $67,435 at 4% or $44,956 at 6%; with 50% employer match about $44,956 at 4% or $29,971 at 6%; with 100% employer match about $33,717 at 4% or $22,478 at 6%. |
| 1999 | 2 | 21 | $1,424,322 | $85,321 | $4,063iApproximate average salary by contribution assumption: employee only about $101,573 at 4% or $67,715 at 6%; with 50% employer match about $67,715 at 4% or $45,143 at 6%; with 100% employer match about $50,786 at 4% or $33,858 at 6%. |
| Cole Orthodontic Associates PC. Employee Profit Sharing Plan and Trust | - | 21 | $825,064 | $44,157 | $2,103iApproximate average salary by contribution assumption: employee only about $52,568 at 4% or $35,045 at 6%; with 50% employer match about $35,045 at 4% or $23,363 at 6%; with 100% employer match about $26,284 at 4% or $17,523 at 6%. |
| Cole Orthodontic Associates PC. Employee Pension Plan & Trust | - | 20 | $599,258 | $41,164 | $2,058iApproximate average salary by contribution assumption: employee only about $51,455 at 4% or $34,303 at 6%; with 50% employer match about $34,303 at 4% or $22,869 at 6%; with 100% employer match about $25,727 at 4% or $17,152 at 6%. |