Civic Intelligence

Sturbridge Orthodontics PC

Plan context: Sturbridge Orthodontics PC 401(K) Profit Sharing Plan

EIN 26-3726569 • Sturbridge, MA • 25 filings • 3 plans

76 Main StreetSturbridge, MA 01566
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,842,171

2024 Contributions

$244,098

Historical Graphs

Total Assets Over Time

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

$3,842,171$1,921,086$0200920172024YearValue
$3,842,171Latest year 2024

Participants Over Time

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

1260200920172024YearValue
11Latest 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
2024211$3,842,171$244,098$22,191iApproximate average salary by contribution assumption: employee only about $554,768 at 4% or $369,845 at 6%; with 50% employer match about $369,845 at 4% or $246,564 at 6%; with 100% employer match about $277,384 at 4% or $184,923 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-11$2,469,323$71,115$6,465iApproximate average salary by contribution assumption: employee only about $161,625 at 4% or $107,750 at 6%; with 50% employer match about $107,750 at 4% or $71,833 at 6%; with 100% employer match about $80,813 at 4% or $53,875 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-8$1,372,848$172,983$21,623iApproximate average salary by contribution assumption: employee only about $540,572 at 4% or $360,381 at 6%; with 50% employer match about $360,381 at 4% or $240,254 at 6%; with 100% employer match about $270,286 at 4% or $180,191 at 6%.
2023211$3,267,406$231,381$21,035iApproximate average salary by contribution assumption: employee only about $525,866 at 4% or $350,577 at 6%; with 50% employer match about $350,577 at 4% or $233,718 at 6%; with 100% employer match about $262,933 at 4% or $175,289 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-11$2,161,449$71,560$6,505iApproximate average salary by contribution assumption: employee only about $162,636 at 4% or $108,424 at 6%; with 50% employer match about $108,424 at 4% or $72,283 at 6%; with 100% employer match about $81,318 at 4% or $54,212 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-9$1,105,957$159,821$17,758iApproximate average salary by contribution assumption: employee only about $443,947 at 4% or $295,965 at 6%; with 50% employer match about $295,965 at 4% or $197,310 at 6%; with 100% employer match about $221,974 at 4% or $147,982 at 6%.
2022210$2,629,278$216,830$21,683iApproximate average salary by contribution assumption: employee only about $542,075 at 4% or $361,383 at 6%; with 50% employer match about $361,383 at 4% or $240,922 at 6%; with 100% employer match about $271,038 at 4% or $180,692 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-9$1,788,316$68,449$7,605iApproximate average salary by contribution assumption: employee only about $190,136 at 4% or $126,757 at 6%; with 50% employer match about $126,757 at 4% or $84,505 at 6%; with 100% employer match about $95,068 at 4% or $63,379 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-10$840,962$148,381$14,838iApproximate average salary by contribution assumption: employee only about $370,953 at 4% or $247,302 at 6%; with 50% employer match about $247,302 at 4% or $164,868 at 6%; with 100% employer match about $185,476 at 4% or $123,651 at 6%.
2021210$2,878,620$159,231$15,923iApproximate average salary by contribution assumption: employee only about $398,078 at 4% or $265,385 at 6%; with 50% employer match about $265,385 at 4% or $176,923 at 6%; with 100% employer match about $199,039 at 4% or $132,693 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-9$2,055,044$64,231$7,137iApproximate average salary by contribution assumption: employee only about $178,419 at 4% or $118,946 at 6%; with 50% employer match about $118,946 at 4% or $79,298 at 6%; with 100% employer match about $89,210 at 4% or $59,473 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-10$823,576$95,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
2020212$2,572,769$118,371$9,864iApproximate average salary by contribution assumption: employee only about $246,606 at 4% or $164,404 at 6%; with 50% employer match about $164,404 at 4% or $109,603 at 6%; with 100% employer match about $123,303 at 4% or $82,202 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-12$1,904,265$48,371$4,031iApproximate average salary by contribution assumption: employee only about $100,773 at 4% or $67,182 at 6%; with 50% employer match about $67,182 at 4% or $44,788 at 6%; with 100% employer match about $50,386 at 4% or $33,591 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-0$668,504$70,000-
2019211$2,152,909$177,690$16,154iApproximate average salary by contribution assumption: employee only about $403,841 at 4% or $269,227 at 6%; with 50% employer match about $269,227 at 4% or $179,485 at 6%; with 100% employer match about $201,920 at 4% or $134,614 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-11$1,624,264$57,690$5,245iApproximate average salary by contribution assumption: employee only about $131,114 at 4% or $87,409 at 6%; with 50% employer match about $87,409 at 4% or $58,273 at 6%; with 100% employer match about $65,557 at 4% or $43,705 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-8$528,645$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2018211$1,635,416$183,390$16,672iApproximate average salary by contribution assumption: employee only about $416,795 at 4% or $277,864 at 6%; with 50% employer match about $277,864 at 4% or $185,242 at 6%; with 100% employer match about $208,398 at 4% or $138,932 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-11$1,288,977$58,390$5,308iApproximate average salary by contribution assumption: employee only about $132,705 at 4% or $88,470 at 6%; with 50% employer match about $88,470 at 4% or $58,980 at 6%; with 100% employer match about $66,352 at 4% or $44,235 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-10$346,439$125,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201729$1,541,209$168,939$18,771iApproximate average salary by contribution assumption: employee only about $469,275 at 4% or $312,850 at 6%; with 50% employer match about $312,850 at 4% or $208,567 at 6%; with 100% employer match about $234,638 at 4% or $156,425 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-9$1,303,165$53,534$5,948iApproximate average salary by contribution assumption: employee only about $148,706 at 4% or $99,137 at 6%; with 50% employer match about $99,137 at 4% or $66,091 at 6%; with 100% employer match about $74,353 at 4% or $49,569 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-5$238,044$115,405$23,081iApproximate average salary by contribution assumption: employee only about $577,025 at 4% or $384,683 at 6%; with 50% employer match about $384,683 at 4% or $256,456 at 6%; with 100% employer match about $288,513 at 4% or $192,342 at 6%.
2016210$1,182,191$161,438$16,144iApproximate average salary by contribution assumption: employee only about $403,595 at 4% or $269,063 at 6%; with 50% employer match about $269,063 at 4% or $179,376 at 6%; with 100% employer match about $201,798 at 4% or $134,532 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-10$1,074,421$57,697$5,770iApproximate average salary by contribution assumption: employee only about $144,243 at 4% or $96,162 at 6%; with 50% employer match about $96,162 at 4% or $64,108 at 6%; with 100% employer match about $72,121 at 4% or $48,081 at 6%.
STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN-5$107,770$103,741$20,748iApproximate average salary by contribution assumption: employee only about $518,705 at 4% or $345,803 at 6%; with 50% employer match about $345,803 at 4% or $230,536 at 6%; with 100% employer match about $259,353 at 4% or $172,902 at 6%.
201516$927,102$544,194$90,699iApproximate average salary by contribution assumption: employee only about $2,267,475 at 4% or $1,511,650 at 6%; with 50% employer match about $1,511,650 at 4% or $1,007,767 at 6%; with 100% employer match about $1,133,738 at 4% or $755,825 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-6$927,102$544,194$90,699iApproximate average salary by contribution assumption: employee only about $2,267,475 at 4% or $1,511,650 at 6%; with 50% employer match about $1,511,650 at 4% or $1,007,767 at 6%; with 100% employer match about $1,133,738 at 4% or $755,825 at 6%.
201416$419,460$97,667$16,278iApproximate average salary by contribution assumption: employee only about $406,946 at 4% or $271,297 at 6%; with 50% employer match about $271,297 at 4% or $180,865 at 6%; with 100% employer match about $203,473 at 4% or $135,649 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-6$419,460$97,667$16,278iApproximate average salary by contribution assumption: employee only about $406,946 at 4% or $271,297 at 6%; with 50% employer match about $271,297 at 4% or $180,865 at 6%; with 100% employer match about $203,473 at 4% or $135,649 at 6%.
201315$306,867$90,347$18,069iApproximate average salary by contribution assumption: employee only about $451,735 at 4% or $301,157 at 6%; with 50% employer match about $301,157 at 4% or $200,771 at 6%; with 100% employer match about $225,868 at 4% or $150,578 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-5$306,867$90,347$18,069iApproximate average salary by contribution assumption: employee only about $451,735 at 4% or $301,157 at 6%; with 50% employer match about $301,157 at 4% or $200,771 at 6%; with 100% employer match about $225,868 at 4% or $150,578 at 6%.
201214$173,878$66,077$16,519iApproximate average salary by contribution assumption: employee only about $412,981 at 4% or $275,321 at 6%; with 50% employer match about $275,321 at 4% or $183,547 at 6%; with 100% employer match about $206,491 at 4% or $137,660 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-4$173,878$66,077$16,519iApproximate average salary by contribution assumption: employee only about $412,981 at 4% or $275,321 at 6%; with 50% employer match about $275,321 at 4% or $183,547 at 6%; with 100% employer match about $206,491 at 4% or $137,660 at 6%.
201114$93,510$33,935$8,484iApproximate average salary by contribution assumption: employee only about $212,094 at 4% or $141,396 at 6%; with 50% employer match about $141,396 at 4% or $94,264 at 6%; with 100% employer match about $106,047 at 4% or $70,698 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-4$93,510$33,935$8,484iApproximate average salary by contribution assumption: employee only about $212,094 at 4% or $141,396 at 6%; with 50% employer match about $141,396 at 4% or $94,264 at 6%; with 100% employer match about $106,047 at 4% or $70,698 at 6%.
201013$63,728$30,700$10,233iApproximate average salary by contribution assumption: employee only about $255,833 at 4% or $170,556 at 6%; with 50% employer match about $170,556 at 4% or $113,704 at 6%; with 100% employer match about $127,917 at 4% or $85,278 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-3$63,728$30,700$10,233iApproximate average salary by contribution assumption: employee only about $255,833 at 4% or $170,556 at 6%; with 50% employer match about $170,556 at 4% or $113,704 at 6%; with 100% employer match about $127,917 at 4% or $85,278 at 6%.
200913$27,132$24,912$8,304iApproximate average salary by contribution assumption: employee only about $207,600 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,267 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
Sturbridge Orthodontics PC 401(K) Profit Sharing Plan-3$27,132$24,912$8,304iApproximate average salary by contribution assumption: employee only about $207,600 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,267 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.