Civic Intelligence

Windermere Orthodontics LLC

Plan context: Windermere Orthodontics LLC 401K Plan

EIN 27-1049572 • Suwanee, GA • 10 filings • 2 plans

3120 Mathis Airport ParkwaySte. 106Suwanee, GA 30024
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,044,913

2024 Contributions

$108,309

Historical Graphs

Total Assets Over Time

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

$1,044,913$522,457$0201620202024YearValue
$1,044,913Latest year 2024

Participants Over Time

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

1470201620202024YearValue
14Latest 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
2024114$1,044,913$108,309$7,736iApproximate average salary by contribution assumption: employee only about $193,409 at 4% or $128,939 at 6%; with 50% employer match about $128,939 at 4% or $85,960 at 6%; with 100% employer match about $96,704 at 4% or $64,470 at 6%.
Windermere Orthodontics LLC 401K Plan-14$1,044,913$108,309$7,736iApproximate average salary by contribution assumption: employee only about $193,409 at 4% or $128,939 at 6%; with 50% employer match about $128,939 at 4% or $85,960 at 6%; with 100% employer match about $96,704 at 4% or $64,470 at 6%.
2023113$879,453$96,856$7,450iApproximate average salary by contribution assumption: employee only about $186,262 at 4% or $124,174 at 6%; with 50% employer match about $124,174 at 4% or $82,783 at 6%; with 100% employer match about $93,131 at 4% or $62,087 at 6%.
Windermere Orthodontics LLC 401K Plan-13$879,453$96,856$7,450iApproximate average salary by contribution assumption: employee only about $186,262 at 4% or $124,174 at 6%; with 50% employer match about $124,174 at 4% or $82,783 at 6%; with 100% employer match about $93,131 at 4% or $62,087 at 6%.
2022113$661,572$103,734$7,980iApproximate average salary by contribution assumption: employee only about $199,488 at 4% or $132,992 at 6%; with 50% employer match about $132,992 at 4% or $88,662 at 6%; with 100% employer match about $99,744 at 4% or $66,496 at 6%.
Windermere Orthodontics LLC 401K Plan-13$661,572$103,734$7,980iApproximate average salary by contribution assumption: employee only about $199,488 at 4% or $132,992 at 6%; with 50% employer match about $132,992 at 4% or $88,662 at 6%; with 100% employer match about $99,744 at 4% or $66,496 at 6%.
2021111$677,728$120,625$10,966iApproximate average salary by contribution assumption: employee only about $274,148 at 4% or $182,765 at 6%; with 50% employer match about $182,765 at 4% or $121,843 at 6%; with 100% employer match about $137,074 at 4% or $91,383 at 6%.
Windermere Orthodontics LLC 401K Plan-11$677,728$120,625$10,966iApproximate average salary by contribution assumption: employee only about $274,148 at 4% or $182,765 at 6%; with 50% employer match about $182,765 at 4% or $121,843 at 6%; with 100% employer match about $137,074 at 4% or $91,383 at 6%.
202019$483,158$58,016$6,446iApproximate average salary by contribution assumption: employee only about $161,156 at 4% or $107,437 at 6%; with 50% employer match about $107,437 at 4% or $71,625 at 6%; with 100% employer match about $80,578 at 4% or $53,719 at 6%.
Windermere Orthodontics LLC 401K Plan-9$483,158$58,016$6,446iApproximate average salary by contribution assumption: employee only about $161,156 at 4% or $107,437 at 6%; with 50% employer match about $107,437 at 4% or $71,625 at 6%; with 100% employer match about $80,578 at 4% or $53,719 at 6%.
2019110$363,783$90,075$9,008iApproximate average salary by contribution assumption: employee only about $225,188 at 4% or $150,125 at 6%; with 50% employer match about $150,125 at 4% or $100,083 at 6%; with 100% employer match about $112,594 at 4% or $75,063 at 6%.
Windermere Orthodontics LLC 401K Plan-10$363,783$90,075$9,008iApproximate average salary by contribution assumption: employee only about $225,188 at 4% or $150,125 at 6%; with 50% employer match about $150,125 at 4% or $100,083 at 6%; with 100% employer match about $112,594 at 4% or $75,063 at 6%.
201819$214,364$90,091$10,010iApproximate average salary by contribution assumption: employee only about $250,253 at 4% or $166,835 at 6%; with 50% employer match about $166,835 at 4% or $111,223 at 6%; with 100% employer match about $125,126 at 4% or $83,418 at 6%.
Windermere Orthodontics LLC 401K Plan-9$214,364$90,091$10,010iApproximate average salary by contribution assumption: employee only about $250,253 at 4% or $166,835 at 6%; with 50% employer match about $166,835 at 4% or $111,223 at 6%; with 100% employer match about $125,126 at 4% or $83,418 at 6%.
201717$145,228$53,953$7,708iApproximate average salary by contribution assumption: employee only about $192,689 at 4% or $128,460 at 6%; with 50% employer match about $128,460 at 4% or $85,640 at 6%; with 100% employer match about $96,345 at 4% or $64,230 at 6%.
Windermere Orthodontics LLC 401K Plan-7$145,228$53,953$7,708iApproximate average salary by contribution assumption: employee only about $192,689 at 4% or $128,460 at 6%; with 50% employer match about $128,460 at 4% or $85,640 at 6%; with 100% employer match about $96,345 at 4% or $64,230 at 6%.
201624$117,276$116,430$29,108iApproximate average salary by contribution assumption: employee only about $727,688 at 4% or $485,125 at 6%; with 50% employer match about $485,125 at 4% or $323,417 at 6%; with 100% employer match about $363,844 at 4% or $242,563 at 6%.
Windermere Orthodontics LLC 401K Plan-4$77,501$77,055$19,264iApproximate average salary by contribution assumption: employee only about $481,594 at 4% or $321,063 at 6%; with 50% employer match about $321,063 at 4% or $214,042 at 6%; with 100% employer match about $240,797 at 4% or $160,531 at 6%.
Windermere Orthodontics LLC 401K Plan-4$39,775$39,375$9,844iApproximate average salary by contribution assumption: employee only about $246,094 at 4% or $164,063 at 6%; with 50% employer match about $164,063 at 4% or $109,375 at 6%; with 100% employer match about $123,047 at 4% or $82,031 at 6%.
Windermere Orthodontics LLC | EIN 27-1049572 | 2024 Form 5500 Company Profile