Civic Intelligence

Morris Orthodontics PLLC

Plan context: Morris Orthodontics PLLC 401(K)Profit Sharing Plan

EIN 27-3289737 • Hendersonville, TN • 17 filings • 6 plans

207A Indian Lake BlvdHendersonville, TN 37075
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$2,201,400

2024 Contributions

$308,837

Historical Graphs

Total Assets Over Time

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

$2,201,400$1,100,700$0201220182024YearValue
$2,201,400Latest year 2024

Participants Over Time

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

23120201220182024YearValue
20Latest 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
2024220$2,201,400$308,837$15,442iApproximate average salary by contribution assumption: employee only about $386,046 at 4% or $257,364 at 6%; with 50% employer match about $257,364 at 4% or $171,576 at 6%; with 100% employer match about $193,023 at 4% or $128,682 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-20$1,240,361$90,217$4,511iApproximate average salary by contribution assumption: employee only about $112,771 at 4% or $75,181 at 6%; with 50% employer match about $75,181 at 4% or $50,121 at 6%; with 100% employer match about $56,386 at 4% or $37,590 at 6%.
MORRIS ORTHODONTICS, PLLC CASH BALANCE PLAN-11$961,039$218,620$19,875iApproximate average salary by contribution assumption: employee only about $496,864 at 4% or $331,242 at 6%; with 50% employer match about $331,242 at 4% or $220,828 at 6%; with 100% employer match about $248,432 at 4% or $165,621 at 6%.
2023223$1,767,465$322,414$14,018iApproximate average salary by contribution assumption: employee only about $350,450 at 4% or $233,633 at 6%; with 50% employer match about $233,633 at 4% or $155,756 at 6%; with 100% employer match about $175,225 at 4% or $116,817 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-23$1,015,539$90,052$3,915iApproximate average salary by contribution assumption: employee only about $97,883 at 4% or $65,255 at 6%; with 50% employer match about $65,255 at 4% or $43,503 at 6%; with 100% employer match about $48,941 at 4% or $32,628 at 6%.
MORRIS ORTHODONTICS, PLLC CASH BALANCE PLAN-10$751,926$232,362$23,236iApproximate average salary by contribution assumption: employee only about $580,905 at 4% or $387,270 at 6%; with 50% employer match about $387,270 at 4% or $258,180 at 6%; with 100% employer match about $290,453 at 4% or $193,635 at 6%.
2022220$1,401,877$391,971$19,599iApproximate average salary by contribution assumption: employee only about $489,964 at 4% or $326,643 at 6%; with 50% employer match about $326,643 at 4% or $217,762 at 6%; with 100% employer match about $244,982 at 4% or $163,321 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-20$820,450$76,747$3,837iApproximate average salary by contribution assumption: employee only about $95,934 at 4% or $63,956 at 6%; with 50% employer match about $63,956 at 4% or $42,637 at 6%; with 100% employer match about $47,967 at 4% or $31,978 at 6%.
MORRIS ORTHODONTICS, PLLC CASH BALANCE PLAN-7$581,427$315,224$45,032iApproximate average salary by contribution assumption: employee only about $1,125,800 at 4% or $750,533 at 6%; with 50% employer match about $750,533 at 4% or $500,356 at 6%; with 100% employer match about $562,900 at 4% or $375,267 at 6%.
2021219$1,325,476$396,383$20,862iApproximate average salary by contribution assumption: employee only about $521,557 at 4% or $347,704 at 6%; with 50% employer match about $347,704 at 4% or $231,803 at 6%; with 100% employer match about $260,778 at 4% or $173,852 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-19$1,004,530$75,437$3,970iApproximate average salary by contribution assumption: employee only about $99,259 at 4% or $66,173 at 6%; with 50% employer match about $66,173 at 4% or $44,115 at 6%; with 100% employer match about $49,630 at 4% or $33,086 at 6%.
MORRIS ORTHODONTICS, PLLC CASH BALANCE PLAN-11$320,946$320,946$29,177iApproximate average salary by contribution assumption: employee only about $729,423 at 4% or $486,282 at 6%; with 50% employer match about $486,282 at 4% or $324,188 at 6%; with 100% employer match about $364,711 at 4% or $243,141 at 6%.
2020115$912,690$88,324$5,888iApproximate average salary by contribution assumption: employee only about $147,207 at 4% or $98,138 at 6%; with 50% employer match about $98,138 at 4% or $65,425 at 6%; with 100% employer match about $73,603 at 4% or $49,069 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-15$912,690$88,324$5,888iApproximate average salary by contribution assumption: employee only about $147,207 at 4% or $98,138 at 6%; with 50% employer match about $98,138 at 4% or $65,425 at 6%; with 100% employer match about $73,603 at 4% or $49,069 at 6%.
2019117$757,639$95,007$5,589iApproximate average salary by contribution assumption: employee only about $139,716 at 4% or $93,144 at 6%; with 50% employer match about $93,144 at 4% or $62,096 at 6%; with 100% employer match about $69,858 at 4% or $46,572 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-17$757,639$95,007$5,589iApproximate average salary by contribution assumption: employee only about $139,716 at 4% or $93,144 at 6%; with 50% employer match about $93,144 at 4% or $62,096 at 6%; with 100% employer match about $69,858 at 4% or $46,572 at 6%.
2018116$585,326$92,355$5,772iApproximate average salary by contribution assumption: employee only about $144,305 at 4% or $96,203 at 6%; with 50% employer match about $96,203 at 4% or $64,135 at 6%; with 100% employer match about $72,152 at 4% or $48,102 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-16$585,326$92,355$5,772iApproximate average salary by contribution assumption: employee only about $144,305 at 4% or $96,203 at 6%; with 50% employer match about $96,203 at 4% or $64,135 at 6%; with 100% employer match about $72,152 at 4% or $48,102 at 6%.
2017111$606,618$83,720$7,611iApproximate average salary by contribution assumption: employee only about $190,273 at 4% or $126,848 at 6%; with 50% employer match about $126,848 at 4% or $84,566 at 6%; with 100% employer match about $95,136 at 4% or $63,424 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-11$606,618$83,720$7,611iApproximate average salary by contribution assumption: employee only about $190,273 at 4% or $126,848 at 6%; with 50% employer match about $126,848 at 4% or $84,566 at 6%; with 100% employer match about $95,136 at 4% or $63,424 at 6%.
2016112$411,310$84,101$7,008iApproximate average salary by contribution assumption: employee only about $175,210 at 4% or $116,807 at 6%; with 50% employer match about $116,807 at 4% or $77,871 at 6%; with 100% employer match about $87,605 at 4% or $58,403 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-12$411,310$84,101$7,008iApproximate average salary by contribution assumption: employee only about $175,210 at 4% or $116,807 at 6%; with 50% employer match about $116,807 at 4% or $77,871 at 6%; with 100% employer match about $87,605 at 4% or $58,403 at 6%.
201517$296,008$93,408$13,344iApproximate average salary by contribution assumption: employee only about $333,600 at 4% or $222,400 at 6%; with 50% employer match about $222,400 at 4% or $148,267 at 6%; with 100% employer match about $166,800 at 4% or $111,200 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-7$296,008$93,408$13,344iApproximate average salary by contribution assumption: employee only about $333,600 at 4% or $222,400 at 6%; with 50% employer match about $222,400 at 4% or $148,267 at 6%; with 100% employer match about $166,800 at 4% or $111,200 at 6%.
201416$213,363$74,291$12,382iApproximate average salary by contribution assumption: employee only about $309,546 at 4% or $206,364 at 6%; with 50% employer match about $206,364 at 4% or $137,576 at 6%; with 100% employer match about $154,773 at 4% or $103,182 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-6$213,363$74,291$12,382iApproximate average salary by contribution assumption: employee only about $309,546 at 4% or $206,364 at 6%; with 50% employer match about $206,364 at 4% or $137,576 at 6%; with 100% employer match about $154,773 at 4% or $103,182 at 6%.
201314$140,198$70,480$17,620iApproximate average salary by contribution assumption: employee only about $440,500 at 4% or $293,667 at 6%; with 50% employer match about $293,667 at 4% or $195,778 at 6%; with 100% employer match about $220,250 at 4% or $146,833 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-4$140,198$70,480$17,620iApproximate average salary by contribution assumption: employee only about $440,500 at 4% or $293,667 at 6%; with 50% employer match about $293,667 at 4% or $195,778 at 6%; with 100% employer match about $220,250 at 4% or $146,833 at 6%.
201213$68,739$68,739$22,913iApproximate average salary by contribution assumption: employee only about $572,825 at 4% or $381,883 at 6%; with 50% employer match about $381,883 at 4% or $254,589 at 6%; with 100% employer match about $286,413 at 4% or $190,942 at 6%.
Morris Orthodontics PLLC 401(K)Profit Sharing Plan-3$68,739$68,739$22,913iApproximate average salary by contribution assumption: employee only about $572,825 at 4% or $381,883 at 6%; with 50% employer match about $381,883 at 4% or $254,589 at 6%; with 100% employer match about $286,413 at 4% or $190,942 at 6%.