Texas Orthodontic Specialists PC
Plan context: Texas Orthodontic Specialists Retirement Plan & Trust
EIN 27-4519577 • Cypress, TX • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,542,903
2024 Contributions
$33,920
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,542,903 | $33,920 | $4,240iApproximate average salary by contribution assumption: employee only about $106,000 at 4% or $70,667 at 6%; with 50% employer match about $70,667 at 4% or $47,111 at 6%; with 100% employer match about $53,000 at 4% or $35,333 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 8 | $1,542,903 | $33,920 | $4,240iApproximate average salary by contribution assumption: employee only about $106,000 at 4% or $70,667 at 6%; with 50% employer match about $70,667 at 4% or $47,111 at 6%; with 100% employer match about $53,000 at 4% or $35,333 at 6%. |
| 2023 | 1 | 8 | $1,300,008 | $90,360 | $11,295iApproximate average salary by contribution assumption: employee only about $282,375 at 4% or $188,250 at 6%; with 50% employer match about $188,250 at 4% or $125,500 at 6%; with 100% employer match about $141,188 at 4% or $94,125 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 8 | $1,300,008 | $90,360 | $11,295iApproximate average salary by contribution assumption: employee only about $282,375 at 4% or $188,250 at 6%; with 50% employer match about $188,250 at 4% or $125,500 at 6%; with 100% employer match about $141,188 at 4% or $94,125 at 6%. |
| 2022 | 1 | 8 | $1,015,069 | $142,782 | $17,848iApproximate average salary by contribution assumption: employee only about $446,194 at 4% or $297,463 at 6%; with 50% employer match about $297,463 at 4% or $198,308 at 6%; with 100% employer match about $223,097 at 4% or $148,731 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 8 | $1,015,069 | $142,782 | $17,848iApproximate average salary by contribution assumption: employee only about $446,194 at 4% or $297,463 at 6%; with 50% employer match about $297,463 at 4% or $198,308 at 6%; with 100% employer match about $223,097 at 4% or $148,731 at 6%. |
| 2021 | 1 | 7 | $992,334 | $126,120 | $18,017iApproximate average salary by contribution assumption: employee only about $450,429 at 4% or $300,286 at 6%; with 50% employer match about $300,286 at 4% or $200,190 at 6%; with 100% employer match about $225,214 at 4% or $150,143 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 7 | $992,334 | $126,120 | $18,017iApproximate average salary by contribution assumption: employee only about $450,429 at 4% or $300,286 at 6%; with 50% employer match about $300,286 at 4% or $200,190 at 6%; with 100% employer match about $225,214 at 4% or $150,143 at 6%. |
| 2020 | 1 | 7 | $726,838 | $94,743 | $13,535iApproximate average salary by contribution assumption: employee only about $338,368 at 4% or $225,579 at 6%; with 50% employer match about $225,579 at 4% or $150,386 at 6%; with 100% employer match about $169,184 at 4% or $112,789 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 7 | $726,838 | $94,743 | $13,535iApproximate average salary by contribution assumption: employee only about $338,368 at 4% or $225,579 at 6%; with 50% employer match about $225,579 at 4% or $150,386 at 6%; with 100% employer match about $169,184 at 4% or $112,789 at 6%. |
| 2019 | 1 | 7 | $587,019 | $94,914 | $13,559iApproximate average salary by contribution assumption: employee only about $338,979 at 4% or $225,986 at 6%; with 50% employer match about $225,986 at 4% or $150,657 at 6%; with 100% employer match about $169,489 at 4% or $112,993 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 7 | $587,019 | $94,914 | $13,559iApproximate average salary by contribution assumption: employee only about $338,979 at 4% or $225,986 at 6%; with 50% employer match about $225,986 at 4% or $150,657 at 6%; with 100% employer match about $169,489 at 4% or $112,993 at 6%. |
| 2018 | 1 | 2 | $413,831 | $76,800 | $38,400iApproximate average salary by contribution assumption: employee only about $960,000 at 4% or $640,000 at 6%; with 50% employer match about $640,000 at 4% or $426,667 at 6%; with 100% employer match about $480,000 at 4% or $320,000 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 2 | $413,831 | $76,800 | $38,400iApproximate average salary by contribution assumption: employee only about $960,000 at 4% or $640,000 at 6%; with 50% employer match about $640,000 at 4% or $426,667 at 6%; with 100% employer match about $480,000 at 4% or $320,000 at 6%. |
| 2017 | 1 | 7 | $373,937 | $0 | - |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 7 | $373,937 | $0 | - |
| 2016 | 1 | 7 | $327,150 | $303,166 | $43,309iApproximate average salary by contribution assumption: employee only about $1,082,736 at 4% or $721,824 at 6%; with 50% employer match about $721,824 at 4% or $481,216 at 6%; with 100% employer match about $541,368 at 4% or $360,912 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 7 | $327,150 | $303,166 | $43,309iApproximate average salary by contribution assumption: employee only about $1,082,736 at 4% or $721,824 at 6%; with 50% employer match about $721,824 at 4% or $481,216 at 6%; with 100% employer match about $541,368 at 4% or $360,912 at 6%. |
| 2015 | 1 | 6 | $22,622 | $22,622 | $3,770iApproximate average salary by contribution assumption: employee only about $94,258 at 4% or $62,839 at 6%; with 50% employer match about $62,839 at 4% or $41,893 at 6%; with 100% employer match about $47,129 at 4% or $31,419 at 6%. |
| Texas Orthodontic Specialists Retirement Plan & Trust | - | 6 | $22,622 | $22,622 | $3,770iApproximate average salary by contribution assumption: employee only about $94,258 at 4% or $62,839 at 6%; with 50% employer match about $62,839 at 4% or $41,893 at 6%; with 100% employer match about $47,129 at 4% or $31,419 at 6%. |