Civic Intelligence

Budd Orthodontics PLLC

Plan context: BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN

EIN 26-3547401 • Phoenix, AZ • 20 filings • 2 plans

4444 North 32nd Street, Suite 210Phoenix, AZ 85018
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,720,065

2024 Contributions

$208,817

Historical Graphs

Total Assets Over Time

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

$1,720,065$860,033$0201520202024YearValue
$1,720,065Latest year 2024

Participants Over Time

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

1050201520202024YearValue
9Latest year 2024

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
202429$1,720,065$208,817$23,202iApproximate average salary by contribution assumption: employee only about $580,047 at 4% or $386,698 at 6%; with 50% employer match about $386,698 at 4% or $257,799 at 6%; with 100% employer match about $290,024 at 4% or $193,349 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-6$1,098,266$136,000$22,667iApproximate average salary by contribution assumption: employee only about $566,667 at 4% or $377,778 at 6%; with 50% employer match about $377,778 at 4% or $251,852 at 6%; with 100% employer match about $283,333 at 4% or $188,889 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-9$621,799$72,817$8,091iApproximate average salary by contribution assumption: employee only about $202,269 at 4% or $134,846 at 6%; with 50% employer match about $134,846 at 4% or $89,898 at 6%; with 100% employer match about $101,135 at 4% or $67,423 at 6%.
202329$1,300,386$72,256$8,028iApproximate average salary by contribution assumption: employee only about $200,711 at 4% or $133,807 at 6%; with 50% employer match about $133,807 at 4% or $89,205 at 6%; with 100% employer match about $100,356 at 4% or $66,904 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-6$840,243$30,116$5,019iApproximate average salary by contribution assumption: employee only about $125,483 at 4% or $83,656 at 6%; with 50% employer match about $83,656 at 4% or $55,770 at 6%; with 100% employer match about $62,742 at 4% or $41,828 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-9$460,143$42,140$4,682iApproximate average salary by contribution assumption: employee only about $117,056 at 4% or $78,037 at 6%; with 50% employer match about $78,037 at 4% or $52,025 at 6%; with 100% employer match about $58,528 at 4% or $39,019 at 6%.
202229$1,039,478$91,744$10,194iApproximate average salary by contribution assumption: employee only about $254,844 at 4% or $169,896 at 6%; with 50% employer match about $169,896 at 4% or $113,264 at 6%; with 100% employer match about $127,422 at 4% or $84,948 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-5$691,659$54,769$10,954iApproximate average salary by contribution assumption: employee only about $273,845 at 4% or $182,563 at 6%; with 50% employer match about $182,563 at 4% or $121,709 at 6%; with 100% employer match about $136,923 at 4% or $91,282 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-9$347,819$36,975$4,108iApproximate average salary by contribution assumption: employee only about $102,708 at 4% or $68,472 at 6%; with 50% employer match about $68,472 at 4% or $45,648 at 6%; with 100% employer match about $51,354 at 4% or $34,236 at 6%.
202129$1,152,510$115,008$12,779iApproximate average salary by contribution assumption: employee only about $319,467 at 4% or $212,978 at 6%; with 50% employer match about $212,978 at 4% or $141,985 at 6%; with 100% employer match about $159,733 at 4% or $106,489 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-5$761,762$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-9$390,748$35,008$3,890iApproximate average salary by contribution assumption: employee only about $97,244 at 4% or $64,830 at 6%; with 50% employer match about $64,830 at 4% or $43,220 at 6%; with 100% employer match about $48,622 at 4% or $32,415 at 6%.
2020210$934,432$120,619$12,062iApproximate average salary by contribution assumption: employee only about $301,548 at 4% or $201,032 at 6%; with 50% employer match about $201,032 at 4% or $134,021 at 6%; with 100% employer match about $150,774 at 4% or $100,516 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-6$608,647$83,000$13,833iApproximate average salary by contribution assumption: employee only about $345,833 at 4% or $230,556 at 6%; with 50% employer match about $230,556 at 4% or $153,704 at 6%; with 100% employer match about $172,917 at 4% or $115,278 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-10$325,785$37,619$3,762iApproximate average salary by contribution assumption: employee only about $94,048 at 4% or $62,698 at 6%; with 50% employer match about $62,698 at 4% or $41,799 at 6%; with 100% employer match about $47,024 at 4% or $31,349 at 6%.
201927$707,084$76,798$10,971iApproximate average salary by contribution assumption: employee only about $274,279 at 4% or $182,852 at 6%; with 50% employer match about $182,852 at 4% or $121,902 at 6%; with 100% employer match about $137,139 at 4% or $91,426 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-5$456,042$32,420$6,484iApproximate average salary by contribution assumption: employee only about $162,100 at 4% or $108,067 at 6%; with 50% employer match about $108,067 at 4% or $72,044 at 6%; with 100% employer match about $81,050 at 4% or $54,033 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-7$251,042$44,378$6,340iApproximate average salary by contribution assumption: employee only about $158,493 at 4% or $105,662 at 6%; with 50% employer match about $105,662 at 4% or $70,441 at 6%; with 100% employer match about $79,246 at 4% or $52,831 at 6%.
201828$526,232$132,657$16,582iApproximate average salary by contribution assumption: employee only about $414,553 at 4% or $276,369 at 6%; with 50% employer match about $276,369 at 4% or $184,246 at 6%; with 100% employer match about $207,277 at 4% or $138,184 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-7$362,209$102,576$14,654iApproximate average salary by contribution assumption: employee only about $366,343 at 4% or $244,229 at 6%; with 50% employer match about $244,229 at 4% or $162,819 at 6%; with 100% employer match about $183,171 at 4% or $122,114 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-8$164,023$30,081$3,760iApproximate average salary by contribution assumption: employee only about $94,003 at 4% or $62,669 at 6%; with 50% employer match about $62,669 at 4% or $41,779 at 6%; with 100% employer match about $47,002 at 4% or $31,334 at 6%.
201728$423,535$113,960$14,245iApproximate average salary by contribution assumption: employee only about $356,125 at 4% or $237,417 at 6%; with 50% employer match about $237,417 at 4% or $158,278 at 6%; with 100% employer match about $178,063 at 4% or $118,708 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-7$265,628$73,498$10,500iApproximate average salary by contribution assumption: employee only about $262,493 at 4% or $174,995 at 6%; with 50% employer match about $174,995 at 4% or $116,663 at 6%; with 100% employer match about $131,246 at 4% or $87,498 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-8$157,907$40,462$5,058iApproximate average salary by contribution assumption: employee only about $126,444 at 4% or $84,296 at 6%; with 50% employer match about $84,296 at 4% or $56,197 at 6%; with 100% employer match about $63,222 at 4% or $42,148 at 6%.
201626$273,457$123,289$20,548iApproximate average salary by contribution assumption: employee only about $513,704 at 4% or $342,469 at 6%; with 50% employer match about $342,469 at 4% or $228,313 at 6%; with 100% employer match about $256,852 at 4% or $171,235 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-6$172,600$80,140$13,357iApproximate average salary by contribution assumption: employee only about $333,917 at 4% or $222,611 at 6%; with 50% employer match about $222,611 at 4% or $148,407 at 6%; with 100% employer match about $166,958 at 4% or $111,306 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-5$100,857$43,149$8,630iApproximate average salary by contribution assumption: employee only about $215,745 at 4% or $143,830 at 6%; with 50% employer match about $143,830 at 4% or $95,887 at 6%; with 100% employer match about $107,872 at 4% or $71,915 at 6%.
201526$141,515$142,687$23,781iApproximate average salary by contribution assumption: employee only about $594,529 at 4% or $396,353 at 6%; with 50% employer match about $396,353 at 4% or $264,235 at 6%; with 100% employer match about $297,265 at 4% or $198,176 at 6%.
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN-6$85,910$85,910$14,318iApproximate average salary by contribution assumption: employee only about $357,958 at 4% or $238,639 at 6%; with 50% employer match about $238,639 at 4% or $159,093 at 6%; with 100% employer match about $178,979 at 4% or $119,319 at 6%.
Budd Orthodontics PLLC 401(K) Profit Sharing Plan-3$55,605$56,777$18,926iApproximate average salary by contribution assumption: employee only about $473,142 at 4% or $315,428 at 6%; with 50% employer match about $315,428 at 4% or $210,285 at 6%; with 100% employer match about $236,571 at 4% or $157,714 at 6%.