Civic Intelligence

BALDWIN ORTHODONTICS, LLC

Plan context: BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST

EIN 27-1591406 • Waynesville, OH • 16 filings • 1 plans

160 North StreetWaynesville, OH 45068
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,933,312

2025 Contributions

$64,075

Historical Graphs

Total Assets Over Time

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

$1,933,312$966,656$0201020182025YearValue
$1,933,312Latest year 2025

Participants Over Time

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

740201020182025YearValue
3Latest year 2025

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
202513$1,933,312$64,075$21,358iApproximate average salary by contribution assumption: employee only about $533,958 at 4% or $355,972 at 6%; with 50% employer match about $355,972 at 4% or $237,315 at 6%; with 100% employer match about $266,979 at 4% or $177,986 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-3$1,933,312$64,075$21,358iApproximate average salary by contribution assumption: employee only about $533,958 at 4% or $355,972 at 6%; with 50% employer match about $355,972 at 4% or $237,315 at 6%; with 100% employer match about $266,979 at 4% or $177,986 at 6%.
202414$1,666,415$46,970$11,743iApproximate average salary by contribution assumption: employee only about $293,563 at 4% or $195,708 at 6%; with 50% employer match about $195,708 at 4% or $130,472 at 6%; with 100% employer match about $146,781 at 4% or $97,854 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-4$1,666,415$46,970$11,743iApproximate average salary by contribution assumption: employee only about $293,563 at 4% or $195,708 at 6%; with 50% employer match about $195,708 at 4% or $130,472 at 6%; with 100% employer match about $146,781 at 4% or $97,854 at 6%.
202314$1,482,522$57,749$14,437iApproximate average salary by contribution assumption: employee only about $360,931 at 4% or $240,621 at 6%; with 50% employer match about $240,621 at 4% or $160,414 at 6%; with 100% employer match about $180,466 at 4% or $120,310 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-4$1,482,522$57,749$14,437iApproximate average salary by contribution assumption: employee only about $360,931 at 4% or $240,621 at 6%; with 50% employer match about $240,621 at 4% or $160,414 at 6%; with 100% employer match about $180,466 at 4% or $120,310 at 6%.
202214$1,204,309$59,476$14,869iApproximate average salary by contribution assumption: employee only about $371,725 at 4% or $247,817 at 6%; with 50% employer match about $247,817 at 4% or $165,211 at 6%; with 100% employer match about $185,863 at 4% or $123,908 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-4$1,204,309$59,476$14,869iApproximate average salary by contribution assumption: employee only about $371,725 at 4% or $247,817 at 6%; with 50% employer match about $247,817 at 4% or $165,211 at 6%; with 100% employer match about $185,863 at 4% or $123,908 at 6%.
202115$1,552,334$77,700$15,540iApproximate average salary by contribution assumption: employee only about $388,500 at 4% or $259,000 at 6%; with 50% employer match about $259,000 at 4% or $172,667 at 6%; with 100% employer match about $194,250 at 4% or $129,500 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-5$1,552,334$77,700$15,540iApproximate average salary by contribution assumption: employee only about $388,500 at 4% or $259,000 at 6%; with 50% employer match about $259,000 at 4% or $172,667 at 6%; with 100% employer match about $194,250 at 4% or $129,500 at 6%.
202015$1,334,825$81,576$16,315iApproximate average salary by contribution assumption: employee only about $407,880 at 4% or $271,920 at 6%; with 50% employer match about $271,920 at 4% or $181,280 at 6%; with 100% employer match about $203,940 at 4% or $135,960 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-5$1,334,825$81,576$16,315iApproximate average salary by contribution assumption: employee only about $407,880 at 4% or $271,920 at 6%; with 50% employer match about $271,920 at 4% or $181,280 at 6%; with 100% employer match about $203,940 at 4% or $135,960 at 6%.
201915$1,129,191$75,391$15,078iApproximate average salary by contribution assumption: employee only about $376,955 at 4% or $251,303 at 6%; with 50% employer match about $251,303 at 4% or $167,536 at 6%; with 100% employer match about $188,478 at 4% or $125,652 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-5$1,129,191$75,391$15,078iApproximate average salary by contribution assumption: employee only about $376,955 at 4% or $251,303 at 6%; with 50% employer match about $251,303 at 4% or $167,536 at 6%; with 100% employer match about $188,478 at 4% or $125,652 at 6%.
201816$908,972$53,227$8,871iApproximate average salary by contribution assumption: employee only about $221,779 at 4% or $147,853 at 6%; with 50% employer match about $147,853 at 4% or $98,569 at 6%; with 100% employer match about $110,890 at 4% or $73,926 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-6$908,972$53,227$8,871iApproximate average salary by contribution assumption: employee only about $221,779 at 4% or $147,853 at 6%; with 50% employer match about $147,853 at 4% or $98,569 at 6%; with 100% employer match about $110,890 at 4% or $73,926 at 6%.
201717$925,316$40,209$5,744iApproximate average salary by contribution assumption: employee only about $143,604 at 4% or $95,736 at 6%; with 50% employer match about $95,736 at 4% or $63,824 at 6%; with 100% employer match about $71,802 at 4% or $47,868 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-7$925,316$40,209$5,744iApproximate average salary by contribution assumption: employee only about $143,604 at 4% or $95,736 at 6%; with 50% employer match about $95,736 at 4% or $63,824 at 6%; with 100% employer match about $71,802 at 4% or $47,868 at 6%.
201617$832,862$38,249$5,464iApproximate average salary by contribution assumption: employee only about $136,604 at 4% or $91,069 at 6%; with 50% employer match about $91,069 at 4% or $60,713 at 6%; with 100% employer match about $68,302 at 4% or $45,535 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-7$832,862$38,249$5,464iApproximate average salary by contribution assumption: employee only about $136,604 at 4% or $91,069 at 6%; with 50% employer match about $91,069 at 4% or $60,713 at 6%; with 100% employer match about $68,302 at 4% or $45,535 at 6%.
201516$753,516$47,001$7,834iApproximate average salary by contribution assumption: employee only about $195,838 at 4% or $130,558 at 6%; with 50% employer match about $130,558 at 4% or $87,039 at 6%; with 100% employer match about $97,919 at 4% or $65,279 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-6$753,516$47,001$7,834iApproximate average salary by contribution assumption: employee only about $195,838 at 4% or $130,558 at 6%; with 50% employer match about $130,558 at 4% or $87,039 at 6%; with 100% employer match about $97,919 at 4% or $65,279 at 6%.
201417$777,381$72,522$10,360iApproximate average salary by contribution assumption: employee only about $259,007 at 4% or $172,671 at 6%; with 50% employer match about $172,671 at 4% or $115,114 at 6%; with 100% employer match about $129,504 at 4% or $86,336 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-7$777,381$72,522$10,360iApproximate average salary by contribution assumption: employee only about $259,007 at 4% or $172,671 at 6%; with 50% employer match about $172,671 at 4% or $115,114 at 6%; with 100% employer match about $129,504 at 4% or $86,336 at 6%.
201317$706,735$74,643$10,663iApproximate average salary by contribution assumption: employee only about $266,582 at 4% or $177,721 at 6%; with 50% employer match about $177,721 at 4% or $118,481 at 6%; with 100% employer match about $133,291 at 4% or $88,861 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-7$706,735$74,643$10,663iApproximate average salary by contribution assumption: employee only about $266,582 at 4% or $177,721 at 6%; with 50% employer match about $177,721 at 4% or $118,481 at 6%; with 100% employer match about $133,291 at 4% or $88,861 at 6%.
201217$564,794$68,177$9,740iApproximate average salary by contribution assumption: employee only about $243,489 at 4% or $162,326 at 6%; with 50% employer match about $162,326 at 4% or $108,217 at 6%; with 100% employer match about $121,745 at 4% or $81,163 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-7$564,794$68,177$9,740iApproximate average salary by contribution assumption: employee only about $243,489 at 4% or $162,326 at 6%; with 50% employer match about $162,326 at 4% or $108,217 at 6%; with 100% employer match about $121,745 at 4% or $81,163 at 6%.
201117$448,911$66,971$9,567iApproximate average salary by contribution assumption: employee only about $239,182 at 4% or $159,455 at 6%; with 50% employer match about $159,455 at 4% or $106,303 at 6%; with 100% employer match about $119,591 at 4% or $79,727 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-7$448,911$66,971$9,567iApproximate average salary by contribution assumption: employee only about $239,182 at 4% or $159,455 at 6%; with 50% employer match about $159,455 at 4% or $106,303 at 6%; with 100% employer match about $119,591 at 4% or $79,727 at 6%.
201017$385,189$67,316$9,617iApproximate average salary by contribution assumption: employee only about $240,414 at 4% or $160,276 at 6%; with 50% employer match about $160,276 at 4% or $106,851 at 6%; with 100% employer match about $120,207 at 4% or $80,138 at 6%.
BALDWIN ORTHODONTICS RETIREMENT PLAN & TRUST-7$385,189$67,316$9,617iApproximate average salary by contribution assumption: employee only about $240,414 at 4% or $160,276 at 6%; with 50% employer match about $160,276 at 4% or $106,851 at 6%; with 100% employer match about $120,207 at 4% or $80,138 at 6%.
BALDWIN ORTHODONTICS, LLC | EIN 27-1591406 | 2025 Form 5500 Company Profile