Civic Intelligence

Davies Orthodontics, S.C.

Plan context: Davies Orthodontics, S. C. 401(K) Plan

EIN 30-0306943 • Waukesha, WI • 17 filings • 3 plans

2117 Corporate Drive Suite 300Waukesha, WI 53189
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$4,129,893

2024 Contributions

$225,664

Historical Graphs

Total Assets Over Time

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

$4,129,893$2,064,947$0200820162024YearValue
$4,129,893Latest year 2024

Participants Over Time

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

1470200820162024YearValue
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$4,129,893$225,664$16,119iApproximate average salary by contribution assumption: employee only about $402,971 at 4% or $268,648 at 6%; with 50% employer match about $268,648 at 4% or $179,098 at 6%; with 100% employer match about $201,486 at 4% or $134,324 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-14$4,129,893$225,664$16,119iApproximate average salary by contribution assumption: employee only about $402,971 at 4% or $268,648 at 6%; with 50% employer match about $268,648 at 4% or $179,098 at 6%; with 100% employer match about $201,486 at 4% or $134,324 at 6%.
2023111$3,436,911$224,487$20,408iApproximate average salary by contribution assumption: employee only about $510,198 at 4% or $340,132 at 6%; with 50% employer match about $340,132 at 4% or $226,755 at 6%; with 100% employer match about $255,099 at 4% or $170,066 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-11$3,436,911$224,487$20,408iApproximate average salary by contribution assumption: employee only about $510,198 at 4% or $340,132 at 6%; with 50% employer match about $340,132 at 4% or $226,755 at 6%; with 100% employer match about $255,099 at 4% or $170,066 at 6%.
2022111$2,687,415$194,703$17,700iApproximate average salary by contribution assumption: employee only about $442,507 at 4% or $295,005 at 6%; with 50% employer match about $295,005 at 4% or $196,670 at 6%; with 100% employer match about $221,253 at 4% or $147,502 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-11$2,687,415$194,703$17,700iApproximate average salary by contribution assumption: employee only about $442,507 at 4% or $295,005 at 6%; with 50% employer match about $295,005 at 4% or $196,670 at 6%; with 100% employer match about $221,253 at 4% or $147,502 at 6%.
2021111$3,120,436$132,546$12,050iApproximate average salary by contribution assumption: employee only about $301,241 at 4% or $200,827 at 6%; with 50% employer match about $200,827 at 4% or $133,885 at 6%; with 100% employer match about $150,620 at 4% or $100,414 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-11$3,120,436$132,546$12,050iApproximate average salary by contribution assumption: employee only about $301,241 at 4% or $200,827 at 6%; with 50% employer match about $200,827 at 4% or $133,885 at 6%; with 100% employer match about $150,620 at 4% or $100,414 at 6%.
2020110$2,592,767$114,290$11,429iApproximate average salary by contribution assumption: employee only about $285,725 at 4% or $190,483 at 6%; with 50% employer match about $190,483 at 4% or $126,989 at 6%; with 100% employer match about $142,863 at 4% or $95,242 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-10$2,592,767$114,290$11,429iApproximate average salary by contribution assumption: employee only about $285,725 at 4% or $190,483 at 6%; with 50% employer match about $190,483 at 4% or $126,989 at 6%; with 100% employer match about $142,863 at 4% or $95,242 at 6%.
2019112$2,526,415$123,743$10,312iApproximate average salary by contribution assumption: employee only about $257,798 at 4% or $171,865 at 6%; with 50% employer match about $171,865 at 4% or $114,577 at 6%; with 100% employer match about $128,899 at 4% or $85,933 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-12$2,526,415$123,743$10,312iApproximate average salary by contribution assumption: employee only about $257,798 at 4% or $171,865 at 6%; with 50% employer match about $171,865 at 4% or $114,577 at 6%; with 100% employer match about $128,899 at 4% or $85,933 at 6%.
2018111$1,951,668$113,628$10,330iApproximate average salary by contribution assumption: employee only about $258,245 at 4% or $172,164 at 6%; with 50% employer match about $172,164 at 4% or $114,776 at 6%; with 100% employer match about $129,123 at 4% or $86,082 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-11$1,951,668$113,628$10,330iApproximate average salary by contribution assumption: employee only about $258,245 at 4% or $172,164 at 6%; with 50% employer match about $172,164 at 4% or $114,776 at 6%; with 100% employer match about $129,123 at 4% or $86,082 at 6%.
2017111$1,980,771$422,470$38,406iApproximate average salary by contribution assumption: employee only about $960,159 at 4% or $640,106 at 6%; with 50% employer match about $640,106 at 4% or $426,737 at 6%; with 100% employer match about $480,080 at 4% or $320,053 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-11$1,980,771$422,470$38,406iApproximate average salary by contribution assumption: employee only about $960,159 at 4% or $640,106 at 6%; with 50% employer match about $640,106 at 4% or $426,737 at 6%; with 100% employer match about $480,080 at 4% or $320,053 at 6%.
201619$1,596,837$107,427$11,936iApproximate average salary by contribution assumption: employee only about $298,408 at 4% or $198,939 at 6%; with 50% employer match about $198,939 at 4% or $132,626 at 6%; with 100% employer match about $149,204 at 4% or $99,469 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-9$1,596,837$107,427$11,936iApproximate average salary by contribution assumption: employee only about $298,408 at 4% or $198,939 at 6%; with 50% employer match about $198,939 at 4% or $132,626 at 6%; with 100% employer match about $149,204 at 4% or $99,469 at 6%.
2015110$1,370,482$109,791$10,979iApproximate average salary by contribution assumption: employee only about $274,478 at 4% or $182,985 at 6%; with 50% employer match about $182,985 at 4% or $121,990 at 6%; with 100% employer match about $137,239 at 4% or $91,493 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-10$1,370,482$109,791$10,979iApproximate average salary by contribution assumption: employee only about $274,478 at 4% or $182,985 at 6%; with 50% employer match about $182,985 at 4% or $121,990 at 6%; with 100% employer match about $137,239 at 4% or $91,493 at 6%.
2014110$1,280,740$248,711$24,871iApproximate average salary by contribution assumption: employee only about $621,778 at 4% or $414,518 at 6%; with 50% employer match about $414,518 at 4% or $276,346 at 6%; with 100% employer match about $310,889 at 4% or $207,259 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-10$1,280,740$248,711$24,871iApproximate average salary by contribution assumption: employee only about $621,778 at 4% or $414,518 at 6%; with 50% employer match about $414,518 at 4% or $276,346 at 6%; with 100% employer match about $310,889 at 4% or $207,259 at 6%.
2013110$956,761$105,835$10,584iApproximate average salary by contribution assumption: employee only about $264,588 at 4% or $176,392 at 6%; with 50% employer match about $176,392 at 4% or $117,594 at 6%; with 100% employer match about $132,294 at 4% or $88,196 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-10$956,761$105,835$10,584iApproximate average salary by contribution assumption: employee only about $264,588 at 4% or $176,392 at 6%; with 50% employer match about $176,392 at 4% or $117,594 at 6%; with 100% employer match about $132,294 at 4% or $88,196 at 6%.
2012111$735,336$91,671$8,334iApproximate average salary by contribution assumption: employee only about $208,343 at 4% or $138,895 at 6%; with 50% employer match about $138,895 at 4% or $92,597 at 6%; with 100% employer match about $104,172 at 4% or $69,448 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-11$735,336$91,671$8,334iApproximate average salary by contribution assumption: employee only about $208,343 at 4% or $138,895 at 6%; with 50% employer match about $138,895 at 4% or $92,597 at 6%; with 100% employer match about $104,172 at 4% or $69,448 at 6%.
2011110$598,989$96,371$9,637iApproximate average salary by contribution assumption: employee only about $240,928 at 4% or $160,618 at 6%; with 50% employer match about $160,618 at 4% or $107,079 at 6%; with 100% employer match about $120,464 at 4% or $80,309 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-10$598,989$96,371$9,637iApproximate average salary by contribution assumption: employee only about $240,928 at 4% or $160,618 at 6%; with 50% employer match about $160,618 at 4% or $107,079 at 6%; with 100% employer match about $120,464 at 4% or $80,309 at 6%.
2010110$501,940$97,262$9,726iApproximate average salary by contribution assumption: employee only about $243,155 at 4% or $162,103 at 6%; with 50% employer match about $162,103 at 4% or $108,069 at 6%; with 100% employer match about $121,578 at 4% or $81,052 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-10$501,940$97,262$9,726iApproximate average salary by contribution assumption: employee only about $243,155 at 4% or $162,103 at 6%; with 50% employer match about $162,103 at 4% or $108,069 at 6%; with 100% employer match about $121,578 at 4% or $81,052 at 6%.
2009111$368,157$107,748$9,795iApproximate average salary by contribution assumption: employee only about $244,882 at 4% or $163,255 at 6%; with 50% employer match about $163,255 at 4% or $108,836 at 6%; with 100% employer match about $122,441 at 4% or $81,627 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-11$368,157$107,748$9,795iApproximate average salary by contribution assumption: employee only about $244,882 at 4% or $163,255 at 6%; with 50% employer match about $163,255 at 4% or $108,836 at 6%; with 100% employer match about $122,441 at 4% or $81,627 at 6%.
2008111$184,748$242,283$22,026iApproximate average salary by contribution assumption: employee only about $550,643 at 4% or $367,095 at 6%; with 50% employer match about $367,095 at 4% or $244,730 at 6%; with 100% employer match about $275,322 at 4% or $183,548 at 6%.
Davies Orthodontics, S. C. 401(K) Plan-11$184,748$242,283$22,026iApproximate average salary by contribution assumption: employee only about $550,643 at 4% or $367,095 at 6%; with 50% employer match about $367,095 at 4% or $244,730 at 6%; with 100% employer match about $275,322 at 4% or $183,548 at 6%.