Civic Intelligence

Patterson & Schardt Orthodontics

Plan context: Patterson & Schardt Orthodontics Profit Sharing Plan

EIN 27-0661744 • Freeport, IL • 11 filings • 2 plans

773 West Lincoln BlvdSuite 206Freeport, IL 61032
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$55,722

2019 Contributions

$1,214

Historical Graphs

Total Assets Over Time

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

$531,475$265,738$0200920142019YearValue
$55,722Latest year 2019

Participants Over Time

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

530200920142019YearValue
1Latest year 2019

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
201911$55,722$0-
Patterson & Schardt Orthodontics Profit Sharing Plan-1$55,722$0-
201812$52,426$0-
Patterson & Schardt Orthodontics Profit Sharing Plan-2$52,426$0-
201712$54,951$0-
Patterson & Schardt Orthodontics Profit Sharing Plan-2$54,951$0-
201612$67,541$0-
Patterson & Schardt Orthodontics Profit Sharing Plan-2$67,541$0-
201513$131,222$0-
Patterson & Schardt Orthodontics Profit Sharing Plan-3$131,222$0-
201414$173,320$0-
Patterson & Schardt Orthodontics Profit Sharing Plan-4$173,320$0-
201315$276,035$1,214$243iApproximate average salary by contribution assumption: employee only about $6,070 at 4% or $4,047 at 6%; with 50% employer match about $4,047 at 4% or $2,698 at 6%; with 100% employer match about $3,035 at 4% or $2,023 at 6%.
Patterson & Schardt Orthodontics Profit Sharing Plan-5$276,035$1,214$243iApproximate average salary by contribution assumption: employee only about $6,070 at 4% or $4,047 at 6%; with 50% employer match about $4,047 at 4% or $2,698 at 6%; with 100% employer match about $3,035 at 4% or $2,023 at 6%.
201215$230,970$5,879$1,176iApproximate average salary by contribution assumption: employee only about $29,395 at 4% or $19,597 at 6%; with 50% employer match about $19,597 at 4% or $13,064 at 6%; with 100% employer match about $14,698 at 4% or $9,798 at 6%.
Patterson & Schardt Orthodontics Profit Sharing Plan-5$230,970$5,879$1,176iApproximate average salary by contribution assumption: employee only about $29,395 at 4% or $19,597 at 6%; with 50% employer match about $19,597 at 4% or $13,064 at 6%; with 100% employer match about $14,698 at 4% or $9,798 at 6%.
201115$200,095$21,729$4,346iApproximate average salary by contribution assumption: employee only about $108,645 at 4% or $72,430 at 6%; with 50% employer match about $72,430 at 4% or $48,287 at 6%; with 100% employer match about $54,323 at 4% or $36,215 at 6%.
Patterson & Schardt Orthodontics Profit Sharing Plan-5$200,095$21,729$4,346iApproximate average salary by contribution assumption: employee only about $108,645 at 4% or $72,430 at 6%; with 50% employer match about $72,430 at 4% or $48,287 at 6%; with 100% employer match about $54,323 at 4% or $36,215 at 6%.
201015$194,550$47,065$9,413iApproximate average salary by contribution assumption: employee only about $235,325 at 4% or $156,883 at 6%; with 50% employer match about $156,883 at 4% or $104,589 at 6%; with 100% employer match about $117,663 at 4% or $78,442 at 6%.
Patterson & Schardt Orthodontics Profit Sharing Plan-5$194,550$47,065$9,413iApproximate average salary by contribution assumption: employee only about $235,325 at 4% or $156,883 at 6%; with 50% employer match about $156,883 at 4% or $104,589 at 6%; with 100% employer match about $117,663 at 4% or $78,442 at 6%.
200915$531,475$63,375$12,675iApproximate average salary by contribution assumption: employee only about $316,875 at 4% or $211,250 at 6%; with 50% employer match about $211,250 at 4% or $140,833 at 6%; with 100% employer match about $158,438 at 4% or $105,625 at 6%.
Patterson & Schardt Orthodontics Profit Sharing Plan-5$531,475$63,375$12,675iApproximate average salary by contribution assumption: employee only about $316,875 at 4% or $211,250 at 6%; with 50% employer match about $211,250 at 4% or $140,833 at 6%; with 100% employer match about $158,438 at 4% or $105,625 at 6%.