Windy City Orthodontics Ltd.
Plan context: Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan
EIN 26-3114642 • Chicago, IL • 15 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$1,528,797
2024 Contributions
$171,380
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 | 2 | 17 | $1,528,797 | $171,380 | $10,081iApproximate average salary by contribution assumption: employee only about $252,029 at 4% or $168,020 at 6%; with 50% employer match about $168,020 at 4% or $112,013 at 6%; with 100% employer match about $126,015 at 4% or $84,010 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 17 | $921,597 | $59,739 | $3,514iApproximate average salary by contribution assumption: employee only about $87,851 at 4% or $58,568 at 6%; with 50% employer match about $58,568 at 4% or $39,045 at 6%; with 100% employer match about $43,926 at 4% or $29,284 at 6%. |
| WINDY CITY ORTHODONTICS, LTD. CASH BALANCE PLAN | - | 8 | $607,200 | $111,641 | $13,955iApproximate average salary by contribution assumption: employee only about $348,878 at 4% or $232,585 at 6%; with 50% employer match about $232,585 at 4% or $155,057 at 6%; with 100% employer match about $174,439 at 4% or $116,293 at 6%. |
| 2023 | 2 | 12 | $1,223,539 | $173,238 | $14,437iApproximate average salary by contribution assumption: employee only about $360,913 at 4% or $240,608 at 6%; with 50% employer match about $240,608 at 4% or $160,406 at 6%; with 100% employer match about $180,456 at 4% or $120,304 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 12 | $777,071 | $65,986 | $5,499iApproximate average salary by contribution assumption: employee only about $137,471 at 4% or $91,647 at 6%; with 50% employer match about $91,647 at 4% or $61,098 at 6%; with 100% employer match about $68,735 at 4% or $45,824 at 6%. |
| WINDY CITY ORTHODONTICS, LTD. CASH BALANCE PLAN | - | 7 | $446,468 | $107,252 | $15,322iApproximate average salary by contribution assumption: employee only about $383,043 at 4% or $255,362 at 6%; with 50% employer match about $255,362 at 4% or $170,241 at 6%; with 100% employer match about $191,521 at 4% or $127,681 at 6%. |
| 2022 | 2 | 10 | $935,641 | $159,950 | $15,995iApproximate average salary by contribution assumption: employee only about $399,875 at 4% or $266,583 at 6%; with 50% employer match about $266,583 at 4% or $177,722 at 6%; with 100% employer match about $199,938 at 4% or $133,292 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 10 | $643,721 | $59,950 | $5,995iApproximate average salary by contribution assumption: employee only about $149,875 at 4% or $99,917 at 6%; with 50% employer match about $99,917 at 4% or $66,611 at 6%; with 100% employer match about $74,938 at 4% or $49,958 at 6%. |
| WINDY CITY ORTHODONTICS, LTD. CASH BALANCE PLAN | - | 5 | $291,920 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2021 | 2 | 9 | $889,413 | $166,826 | $18,536iApproximate average salary by contribution assumption: employee only about $463,406 at 4% or $308,937 at 6%; with 50% employer match about $308,937 at 4% or $205,958 at 6%; with 100% employer match about $231,703 at 4% or $154,469 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 9 | $662,232 | $66,826 | $7,425iApproximate average salary by contribution assumption: employee only about $185,628 at 4% or $123,752 at 6%; with 50% employer match about $123,752 at 4% or $82,501 at 6%; with 100% employer match about $92,814 at 4% or $61,876 at 6%. |
| WINDY CITY ORTHODONTICS, LTD. CASH BALANCE PLAN | - | 4 | $227,181 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2020 | 2 | 11 | $709,450 | $195,732 | $17,794iApproximate average salary by contribution assumption: employee only about $444,845 at 4% or $296,564 at 6%; with 50% employer match about $296,564 at 4% or $197,709 at 6%; with 100% employer match about $222,423 at 4% or $148,282 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 11 | $596,916 | $83,198 | $7,563iApproximate average salary by contribution assumption: employee only about $189,086 at 4% or $126,058 at 6%; with 50% employer match about $126,058 at 4% or $84,038 at 6%; with 100% employer match about $94,543 at 4% or $63,029 at 6%. |
| WINDY CITY ORTHODONTICS, LTD. CASH BALANCE PLAN | - | 2 | $112,534 | $112,534 | $56,267iApproximate average salary by contribution assumption: employee only about $1,406,675 at 4% or $937,783 at 6%; with 50% employer match about $937,783 at 4% or $625,189 at 6%; with 100% employer match about $703,338 at 4% or $468,892 at 6%. |
| 2019 | 1 | 12 | $475,604 | $95,441 | $7,953iApproximate average salary by contribution assumption: employee only about $198,835 at 4% or $132,557 at 6%; with 50% employer match about $132,557 at 4% or $88,371 at 6%; with 100% employer match about $99,418 at 4% or $66,278 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 12 | $475,604 | $95,441 | $7,953iApproximate average salary by contribution assumption: employee only about $198,835 at 4% or $132,557 at 6%; with 50% employer match about $132,557 at 4% or $88,371 at 6%; with 100% employer match about $99,418 at 4% or $66,278 at 6%. |
| 2018 | 1 | 11 | $330,429 | $78,545 | $7,140iApproximate average salary by contribution assumption: employee only about $178,511 at 4% or $119,008 at 6%; with 50% employer match about $119,008 at 4% or $79,338 at 6%; with 100% employer match about $89,256 at 4% or $59,504 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 11 | $330,429 | $78,545 | $7,140iApproximate average salary by contribution assumption: employee only about $178,511 at 4% or $119,008 at 6%; with 50% employer match about $119,008 at 4% or $79,338 at 6%; with 100% employer match about $89,256 at 4% or $59,504 at 6%. |
| 2017 | 1 | 10 | $266,092 | $82,835 | $8,284iApproximate average salary by contribution assumption: employee only about $207,088 at 4% or $138,058 at 6%; with 50% employer match about $138,058 at 4% or $92,039 at 6%; with 100% employer match about $103,544 at 4% or $69,029 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 10 | $266,092 | $82,835 | $8,284iApproximate average salary by contribution assumption: employee only about $207,088 at 4% or $138,058 at 6%; with 50% employer match about $138,058 at 4% or $92,039 at 6%; with 100% employer match about $103,544 at 4% or $69,029 at 6%. |
| 2016 | 1 | 12 | $165,621 | $135,688 | $11,307iApproximate average salary by contribution assumption: employee only about $282,683 at 4% or $188,456 at 6%; with 50% employer match about $188,456 at 4% or $125,637 at 6%; with 100% employer match about $141,342 at 4% or $94,228 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 12 | $165,621 | $135,688 | $11,307iApproximate average salary by contribution assumption: employee only about $282,683 at 4% or $188,456 at 6%; with 50% employer match about $188,456 at 4% or $125,637 at 6%; with 100% employer match about $141,342 at 4% or $94,228 at 6%. |
| 2015 | 1 | 2 | $23,960 | $23,960 | $11,980iApproximate average salary by contribution assumption: employee only about $299,500 at 4% or $199,667 at 6%; with 50% employer match about $199,667 at 4% or $133,111 at 6%; with 100% employer match about $149,750 at 4% or $99,833 at 6%. |
| Windy City Orthodontics Ltd. 401(K) Profit Sharing Plan | - | 2 | $23,960 | $23,960 | $11,980iApproximate average salary by contribution assumption: employee only about $299,500 at 4% or $199,667 at 6%; with 50% employer match about $199,667 at 4% or $133,111 at 6%; with 100% employer match about $149,750 at 4% or $99,833 at 6%. |