Andrew E. Forman Orthodontics, L.L.C.
Plan context: Andrew E. Forman Profit Sharing Plan
EIN 27-0507526 • Scottsdale, AZ • 10 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$679,516
2018 Contributions
$6,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Andrew E. Forman Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 2 | $679,516 | $0 | - |
| Andrew E. Forman Profit Sharing Plan | - | 2 | $679,516 | $0 | - |
| 2016 | 1 | 2 | $292,451 | $0 | - |
| Andrew E. Forman Profit Sharing Plan | - | 2 | $292,451 | $0 | - |
| 2015 | 1 | 1 | $256,144 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Andrew E. Forman Profit Sharing Plan | - | 1 | $256,144 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2014 | 1 | 1 | $269,035 | $0 | - |
| Andrew E. Forman Profit Sharing Plan | - | 1 | $269,035 | - | - |
| 2013 | 1 | 0 | $406,949 | $0 | - |
| Andrew E. Forman Profit Sharing Plan | - | - | $406,949 | - | - |
| 2012 | 1 | 1 | $532,096 | $60,105 | $60,105iApproximate average salary by contribution assumption: employee only about $1,502,625 at 4% or $1,001,750 at 6%; with 50% employer match about $1,001,750 at 4% or $667,833 at 6%; with 100% employer match about $751,313 at 4% or $500,875 at 6%. |
| Andrew E. Forman Profit Sharing Plan | - | 1 | $532,096 | $60,105 | $60,105iApproximate average salary by contribution assumption: employee only about $1,502,625 at 4% or $1,001,750 at 6%; with 50% employer match about $1,001,750 at 4% or $667,833 at 6%; with 100% employer match about $751,313 at 4% or $500,875 at 6%. |
| 2011 | 1 | 1 | $748,269 | $0 | - |
| Andrew E. Forman Profit Sharing Plan | - | 1 | $748,269 | - | - |
| 2010 | 1 | 1 | $908,388 | $0 | - |
| Andrew E. Forman Profit Sharing Plan | - | 1 | $908,388 | - | - |
| 2009 | 1 | 1 | $1,142,569 | $0 | - |
| Andrew E. Forman Profit Sharing Plan | - | 1 | $1,142,569 | - | - |