BRINLEY ORTHODONTICS, LLC.
Plan context: BRINLEY ORTHODONTICS RETIREMENT TRUST
EIN 26-2766377 • Maryville, IL • 19 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
33
2025 Assets
$2,612,254
2025 Contributions
$235,036
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 33 | $2,612,254 | $235,036 | $7,122iApproximate average salary by contribution assumption: employee only about $178,058 at 4% or $118,705 at 6%; with 50% employer match about $118,705 at 4% or $79,137 at 6%; with 100% employer match about $89,029 at 4% or $59,353 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 33 | $2,612,254 | $235,036 | $7,122iApproximate average salary by contribution assumption: employee only about $178,058 at 4% or $118,705 at 6%; with 50% employer match about $118,705 at 4% or $79,137 at 6%; with 100% employer match about $89,029 at 4% or $59,353 at 6%. |
| 2024 | 2 | 28 | $2,674,327 | $351,073 | $12,538iApproximate average salary by contribution assumption: employee only about $313,458 at 4% or $208,972 at 6%; with 50% employer match about $208,972 at 4% or $139,315 at 6%; with 100% employer match about $156,729 at 4% or $104,486 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 28 | $2,126,016 | $222,192 | $7,935iApproximate average salary by contribution assumption: employee only about $198,386 at 4% or $132,257 at 6%; with 50% employer match about $132,257 at 4% or $88,171 at 6%; with 100% employer match about $99,193 at 4% or $66,129 at 6%. |
| BRINLEY ORTHODONTICS, LLC CASH BALANCE PLAN | - | 28 | $548,311 | $128,881 | $4,603iApproximate average salary by contribution assumption: employee only about $115,072 at 4% or $76,715 at 6%; with 50% employer match about $76,715 at 4% or $51,143 at 6%; with 100% employer match about $57,536 at 4% or $38,357 at 6%. |
| 2023 | 2 | 28 | $2,254,831 | $323,738 | $11,562iApproximate average salary by contribution assumption: employee only about $289,052 at 4% or $192,701 at 6%; with 50% employer match about $192,701 at 4% or $128,467 at 6%; with 100% employer match about $144,526 at 4% or $96,351 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 28 | $1,852,263 | $194,029 | $6,930iApproximate average salary by contribution assumption: employee only about $173,240 at 4% or $115,493 at 6%; with 50% employer match about $115,493 at 4% or $76,996 at 6%; with 100% employer match about $86,620 at 4% or $57,747 at 6%. |
| BRINLEY ORTHODONTICS, LLC CASH BALANCE PLAN | - | 26 | $402,568 | $129,709 | $4,989iApproximate average salary by contribution assumption: employee only about $124,720 at 4% or $83,147 at 6%; with 50% employer match about $83,147 at 4% or $55,431 at 6%; with 100% employer match about $62,360 at 4% or $41,573 at 6%. |
| 2022 | 2 | 32 | $1,746,614 | $330,856 | $10,339iApproximate average salary by contribution assumption: employee only about $258,481 at 4% or $172,321 at 6%; with 50% employer match about $172,321 at 4% or $114,881 at 6%; with 100% employer match about $129,241 at 4% or $86,160 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 32 | $1,490,969 | $202,220 | $6,319iApproximate average salary by contribution assumption: employee only about $157,984 at 4% or $105,323 at 6%; with 50% employer match about $105,323 at 4% or $70,215 at 6%; with 100% employer match about $78,992 at 4% or $52,661 at 6%. |
| BRINLEY ORTHODONTICS, LLC CASH BALANCE PLAN | - | 24 | $255,645 | $128,636 | $5,360iApproximate average salary by contribution assumption: employee only about $133,996 at 4% or $89,331 at 6%; with 50% employer match about $89,331 at 4% or $59,554 at 6%; with 100% employer match about $66,998 at 4% or $44,665 at 6%. |
| 2021 | 2 | 24 | $1,709,688 | $321,667 | $13,403iApproximate average salary by contribution assumption: employee only about $335,070 at 4% or $223,380 at 6%; with 50% employer match about $223,380 at 4% or $148,920 at 6%; with 100% employer match about $167,535 at 4% or $111,690 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 24 | $1,581,520 | $193,499 | $8,062iApproximate average salary by contribution assumption: employee only about $201,561 at 4% or $134,374 at 6%; with 50% employer match about $134,374 at 4% or $89,583 at 6%; with 100% employer match about $100,781 at 4% or $67,187 at 6%. |
| BRINLEY ORTHODONTICS, LLC CASH BALANCE PLAN | - | 22 | $128,168 | $128,168 | $5,826iApproximate average salary by contribution assumption: employee only about $145,645 at 4% or $97,097 at 6%; with 50% employer match about $97,097 at 4% or $64,731 at 6%; with 100% employer match about $72,823 at 4% or $48,548 at 6%. |
| 2020 | 1 | 23 | $1,202,257 | $156,651 | $6,811iApproximate average salary by contribution assumption: employee only about $170,273 at 4% or $113,515 at 6%; with 50% employer match about $113,515 at 4% or $75,677 at 6%; with 100% employer match about $85,136 at 4% or $56,758 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 23 | $1,202,257 | $156,651 | $6,811iApproximate average salary by contribution assumption: employee only about $170,273 at 4% or $113,515 at 6%; with 50% employer match about $113,515 at 4% or $75,677 at 6%; with 100% employer match about $85,136 at 4% or $56,758 at 6%. |
| 2019 | 1 | 22 | $1,004,414 | $139,407 | $6,337iApproximate average salary by contribution assumption: employee only about $158,417 at 4% or $105,611 at 6%; with 50% employer match about $105,611 at 4% or $70,408 at 6%; with 100% employer match about $79,209 at 4% or $52,806 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 22 | $1,004,414 | $139,407 | $6,337iApproximate average salary by contribution assumption: employee only about $158,417 at 4% or $105,611 at 6%; with 50% employer match about $105,611 at 4% or $70,408 at 6%; with 100% employer match about $79,209 at 4% or $52,806 at 6%. |
| 2018 | 1 | 22 | $753,052 | $120,647 | $5,484iApproximate average salary by contribution assumption: employee only about $137,099 at 4% or $91,399 at 6%; with 50% employer match about $91,399 at 4% or $60,933 at 6%; with 100% employer match about $68,549 at 4% or $45,700 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 22 | $753,052 | $120,647 | $5,484iApproximate average salary by contribution assumption: employee only about $137,099 at 4% or $91,399 at 6%; with 50% employer match about $91,399 at 4% or $60,933 at 6%; with 100% employer match about $68,549 at 4% or $45,700 at 6%. |
| 2017 | 1 | 16 | $702,324 | $139,923 | $8,745iApproximate average salary by contribution assumption: employee only about $218,630 at 4% or $145,753 at 6%; with 50% employer match about $145,753 at 4% or $97,169 at 6%; with 100% employer match about $109,315 at 4% or $72,877 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 16 | $702,324 | $139,923 | $8,745iApproximate average salary by contribution assumption: employee only about $218,630 at 4% or $145,753 at 6%; with 50% employer match about $145,753 at 4% or $97,169 at 6%; with 100% employer match about $109,315 at 4% or $72,877 at 6%. |
| 2016 | 1 | 19 | $489,016 | $117,713 | $6,195iApproximate average salary by contribution assumption: employee only about $154,886 at 4% or $103,257 at 6%; with 50% employer match about $103,257 at 4% or $68,838 at 6%; with 100% employer match about $77,443 at 4% or $51,629 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 19 | $489,016 | $117,713 | $6,195iApproximate average salary by contribution assumption: employee only about $154,886 at 4% or $103,257 at 6%; with 50% employer match about $103,257 at 4% or $68,838 at 6%; with 100% employer match about $77,443 at 4% or $51,629 at 6%. |
| 2015 | 1 | 18 | $357,451 | $106,486 | $5,916iApproximate average salary by contribution assumption: employee only about $147,897 at 4% or $98,598 at 6%; with 50% employer match about $98,598 at 4% or $65,732 at 6%; with 100% employer match about $73,949 at 4% or $49,299 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 18 | $357,451 | $106,486 | $5,916iApproximate average salary by contribution assumption: employee only about $147,897 at 4% or $98,598 at 6%; with 50% employer match about $98,598 at 4% or $65,732 at 6%; with 100% employer match about $73,949 at 4% or $49,299 at 6%. |
| 2014 | 1 | 13 | $246,340 | $89,598 | $6,892iApproximate average salary by contribution assumption: employee only about $172,304 at 4% or $114,869 at 6%; with 50% employer match about $114,869 at 4% or $76,579 at 6%; with 100% employer match about $86,152 at 4% or $57,435 at 6%. |
| BRINLEY ORTHODONTICS RETIREMENT TRUST | - | 13 | $246,340 | $89,598 | $6,892iApproximate average salary by contribution assumption: employee only about $172,304 at 4% or $114,869 at 6%; with 50% employer match about $114,869 at 4% or $76,579 at 6%; with 100% employer match about $86,152 at 4% or $57,435 at 6%. |
| 2013 | 1 | 9 | $144,298 | $72,136 | $8,015iApproximate average salary by contribution assumption: employee only about $200,378 at 4% or $133,585 at 6%; with 50% employer match about $133,585 at 4% or $89,057 at 6%; with 100% employer match about $100,189 at 4% or $66,793 at 6%. |
| BRINLEY ORTHODONTICS | - | 9 | $144,298 | $72,136 | $8,015iApproximate average salary by contribution assumption: employee only about $200,378 at 4% or $133,585 at 6%; with 50% employer match about $133,585 at 4% or $89,057 at 6%; with 100% employer match about $100,189 at 4% or $66,793 at 6%. |
| 2012 | 1 | 6 | $54,654 | $54,461 | $9,077iApproximate average salary by contribution assumption: employee only about $226,921 at 4% or $151,281 at 6%; with 50% employer match about $151,281 at 4% or $100,854 at 6%; with 100% employer match about $113,460 at 4% or $75,640 at 6%. |
| BRINLEY ORTHODONTICS | - | 6 | $54,654 | $54,461 | $9,077iApproximate average salary by contribution assumption: employee only about $226,921 at 4% or $151,281 at 6%; with 50% employer match about $151,281 at 4% or $100,854 at 6%; with 100% employer match about $113,460 at 4% or $75,640 at 6%. |
| 2011 | 1 | 1 | $0 | $0 | - |
| BRINLEY ORTHODONTICS | - | 1 | $0 | - | - |