Civic Intelligence

Ontario Orthodontics PLLC

Plan context: ONTARIO ORTHODONTICS 401(K) PROFIT SHARING PLAN

EIN 33-1159142 • Canandaigua, NY • 31 filings • 8 plans

90 North Main StreetCanandaigua, NY 14424
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,695,785

2024 Contributions

$180,208

Historical Graphs

Total Assets Over Time

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

$3,695,785$1,847,893$0200820162024YearValue
$3,695,785Latest year 2024

Participants Over Time

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

950200820162024YearValue
7Latest 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
202427$3,695,785$180,208$25,744iApproximate average salary by contribution assumption: employee only about $643,600 at 4% or $429,067 at 6%; with 50% employer match about $429,067 at 4% or $286,044 at 6%; with 100% employer match about $321,800 at 4% or $214,533 at 6%.
ONTARIO ORTHODONTICS 401(K) PROFIT SHARING PLAN-7$2,547,593$123,208$17,601iApproximate average salary by contribution assumption: employee only about $440,029 at 4% or $293,352 at 6%; with 50% employer match about $293,352 at 4% or $195,568 at 6%; with 100% employer match about $220,014 at 4% or $146,676 at 6%.
Ontario Orthodontics Defined Benefit Plan-3$1,148,192$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
202327$3,195,591$196,413$28,059iApproximate average salary by contribution assumption: employee only about $701,475 at 4% or $467,650 at 6%; with 50% employer match about $467,650 at 4% or $311,767 at 6%; with 100% employer match about $350,738 at 4% or $233,825 at 6%.
ONTARIO ORTHODONTICS 401(K) PROFIT SHARING PLAN-7$2,137,895$116,413$16,630iApproximate average salary by contribution assumption: employee only about $415,761 at 4% or $277,174 at 6%; with 50% employer match about $277,174 at 4% or $184,783 at 6%; with 100% employer match about $207,880 at 4% or $138,587 at 6%.
Ontario Orthodontics Defined Benefit Plan-4$1,057,696$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202227$2,619,752$196,392$28,056iApproximate average salary by contribution assumption: employee only about $701,400 at 4% or $467,600 at 6%; with 50% employer match about $467,600 at 4% or $311,733 at 6%; with 100% employer match about $350,700 at 4% or $233,800 at 6%.
ONTARIO ORTHODONTICS 401(K) PROFIT SHARING PLAN-7$1,749,670$108,392$15,485iApproximate average salary by contribution assumption: employee only about $387,114 at 4% or $258,076 at 6%; with 50% employer match about $258,076 at 4% or $172,051 at 6%; with 100% employer match about $193,557 at 4% or $129,038 at 6%.
Ontario Orthodontics Defined Benefit Plan-4$870,082$88,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
202127$2,851,071$198,077$28,297iApproximate average salary by contribution assumption: employee only about $707,418 at 4% or $471,612 at 6%; with 50% employer match about $471,612 at 4% or $314,408 at 6%; with 100% employer match about $353,709 at 4% or $235,806 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-7$1,933,036$109,737$15,677iApproximate average salary by contribution assumption: employee only about $391,918 at 4% or $261,279 at 6%; with 50% employer match about $261,279 at 4% or $174,186 at 6%; with 100% employer match about $195,959 at 4% or $130,639 at 6%.
Ontario Orthodontics Defined Benefit Plan-4$918,035$88,340$22,085iApproximate average salary by contribution assumption: employee only about $552,125 at 4% or $368,083 at 6%; with 50% employer match about $368,083 at 4% or $245,389 at 6%; with 100% employer match about $276,063 at 4% or $184,042 at 6%.
202027$2,345,604$184,874$26,411iApproximate average salary by contribution assumption: employee only about $660,264 at 4% or $440,176 at 6%; with 50% employer match about $440,176 at 4% or $293,451 at 6%; with 100% employer match about $330,132 at 4% or $220,088 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-7$1,580,547$97,978$13,997iApproximate average salary by contribution assumption: employee only about $349,921 at 4% or $233,281 at 6%; with 50% employer match about $233,281 at 4% or $155,521 at 6%; with 100% employer match about $174,961 at 4% or $116,640 at 6%.
Ontario Orthodontics Defined Benefit Plan-4$765,057$86,896$21,724iApproximate average salary by contribution assumption: employee only about $543,100 at 4% or $362,067 at 6%; with 50% employer match about $362,067 at 4% or $241,378 at 6%; with 100% employer match about $271,550 at 4% or $181,033 at 6%.
201927$1,972,562$184,196$26,314iApproximate average salary by contribution assumption: employee only about $657,843 at 4% or $438,562 at 6%; with 50% employer match about $438,562 at 4% or $292,375 at 6%; with 100% employer match about $328,921 at 4% or $219,281 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-7$1,361,751$102,020$14,574iApproximate average salary by contribution assumption: employee only about $364,357 at 4% or $242,905 at 6%; with 50% employer match about $242,905 at 4% or $161,937 at 6%; with 100% employer match about $182,179 at 4% or $121,452 at 6%.
Ontario Orthodontics Defined Benefit Plan-4$610,811$82,176$20,544iApproximate average salary by contribution assumption: employee only about $513,600 at 4% or $342,400 at 6%; with 50% employer match about $342,400 at 4% or $228,267 at 6%; with 100% employer match about $256,800 at 4% or $171,200 at 6%.
201829$1,548,500$167,793$18,644iApproximate average salary by contribution assumption: employee only about $466,092 at 4% or $310,728 at 6%; with 50% employer match about $310,728 at 4% or $207,152 at 6%; with 100% employer match about $233,046 at 4% or $155,364 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-9$1,047,996$94,628$10,514iApproximate average salary by contribution assumption: employee only about $262,856 at 4% or $175,237 at 6%; with 50% employer match about $175,237 at 4% or $116,825 at 6%; with 100% employer match about $131,428 at 4% or $87,619 at 6%.
Ontario Orthodontics Defined Benefit Plan-4$500,504$73,165$18,291iApproximate average salary by contribution assumption: employee only about $457,281 at 4% or $304,854 at 6%; with 50% employer match about $304,854 at 4% or $203,236 at 6%; with 100% employer match about $228,641 at 4% or $152,427 at 6%.
201729$1,463,902$153,650$17,072iApproximate average salary by contribution assumption: employee only about $426,806 at 4% or $284,537 at 6%; with 50% employer match about $284,537 at 4% or $189,691 at 6%; with 100% employer match about $213,403 at 4% or $142,269 at 6%.
ONTARIO ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-9$1,024,628$89,428$9,936iApproximate average salary by contribution assumption: employee only about $248,411 at 4% or $165,607 at 6%; with 50% employer match about $165,607 at 4% or $110,405 at 6%; with 100% employer match about $124,206 at 4% or $82,804 at 6%.
Ontario Orthodontics Defined Benefit Plan-4$439,274$64,222$16,056iApproximate average salary by contribution assumption: employee only about $401,388 at 4% or $267,592 at 6%; with 50% employer match about $267,592 at 4% or $178,394 at 6%; with 100% employer match about $200,694 at 4% or $133,796 at 6%.
201629$1,155,621$156,135$17,348iApproximate average salary by contribution assumption: employee only about $433,708 at 4% or $289,139 at 6%; with 50% employer match about $289,139 at 4% or $192,759 at 6%; with 100% employer match about $216,854 at 4% or $144,569 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-9$803,270$87,269$9,697iApproximate average salary by contribution assumption: employee only about $242,414 at 4% or $161,609 at 6%; with 50% employer match about $161,609 at 4% or $107,740 at 6%; with 100% employer match about $121,207 at 4% or $80,805 at 6%.
Ontario Orthodontics Defined Benefit Plan-4$352,351$68,866$17,217iApproximate average salary by contribution assumption: employee only about $430,413 at 4% or $286,942 at 6%; with 50% employer match about $286,942 at 4% or $191,294 at 6%; with 100% employer match about $215,206 at 4% or $143,471 at 6%.
201529$969,978$151,490$16,832iApproximate average salary by contribution assumption: employee only about $420,806 at 4% or $280,537 at 6%; with 50% employer match about $280,537 at 4% or $187,025 at 6%; with 100% employer match about $210,403 at 4% or $140,269 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-9$703,437$89,839$9,982iApproximate average salary by contribution assumption: employee only about $249,553 at 4% or $166,369 at 6%; with 50% employer match about $166,369 at 4% or $110,912 at 6%; with 100% employer match about $124,776 at 4% or $83,184 at 6%.
Ontario Orthodontics Defined Benefit Plan-3$266,541$61,651$20,550iApproximate average salary by contribution assumption: employee only about $513,758 at 4% or $342,506 at 6%; with 50% employer match about $342,506 at 4% or $228,337 at 6%; with 100% employer match about $256,879 at 4% or $171,253 at 6%.
201427$868,916$139,734$19,962iApproximate average salary by contribution assumption: employee only about $499,050 at 4% or $332,700 at 6%; with 50% employer match about $332,700 at 4% or $221,800 at 6%; with 100% employer match about $249,525 at 4% or $166,350 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-7$659,519$83,131$11,876iApproximate average salary by contribution assumption: employee only about $296,896 at 4% or $197,931 at 6%; with 50% employer match about $197,931 at 4% or $131,954 at 6%; with 100% employer match about $148,448 at 4% or $98,965 at 6%.
Ontario Orthodontics Defined Benefit Plan-3$209,397$56,603$18,868iApproximate average salary by contribution assumption: employee only about $471,692 at 4% or $314,461 at 6%; with 50% employer match about $314,461 at 4% or $209,641 at 6%; with 100% employer match about $235,846 at 4% or $157,231 at 6%.
201327$709,053$205,147$29,307iApproximate average salary by contribution assumption: employee only about $732,668 at 4% or $488,445 at 6%; with 50% employer match about $488,445 at 4% or $325,630 at 6%; with 100% employer match about $366,334 at 4% or $244,223 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-7$558,215$151,901$21,700iApproximate average salary by contribution assumption: employee only about $542,504 at 4% or $361,669 at 6%; with 50% employer match about $361,669 at 4% or $241,113 at 6%; with 100% employer match about $271,252 at 4% or $180,835 at 6%.
Ontario Orthodontics Defined Benefit Plan-3$150,838$53,246$17,749iApproximate average salary by contribution assumption: employee only about $443,717 at 4% or $295,811 at 6%; with 50% employer match about $295,811 at 4% or $197,207 at 6%; with 100% employer match about $221,858 at 4% or $147,906 at 6%.
201228$505,466$130,696$16,337iApproximate average salary by contribution assumption: employee only about $408,425 at 4% or $272,283 at 6%; with 50% employer match about $272,283 at 4% or $181,522 at 6%; with 100% employer match about $204,213 at 4% or $136,142 at 6%.
ONTARIO ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-8$412,285$80,465$10,058iApproximate average salary by contribution assumption: employee only about $251,453 at 4% or $167,635 at 6%; with 50% employer match about $167,635 at 4% or $111,757 at 6%; with 100% employer match about $125,727 at 4% or $83,818 at 6%.
Ontario Orthodontics Defined Benefit Plan-3$93,181$50,231$16,744iApproximate average salary by contribution assumption: employee only about $418,592 at 4% or $279,061 at 6%; with 50% employer match about $279,061 at 4% or $186,041 at 6%; with 100% employer match about $209,296 at 4% or $139,531 at 6%.
201127$350,777$154,541$22,077iApproximate average salary by contribution assumption: employee only about $551,932 at 4% or $367,955 at 6%; with 50% employer match about $367,955 at 4% or $245,303 at 6%; with 100% employer match about $275,966 at 4% or $183,977 at 6%.
ONTARIO OTRHODONTICS LLC 401(K) PROFIT SHARING PLAN TRUST-7$308,302$112,066$16,009iApproximate average salary by contribution assumption: employee only about $400,236 at 4% or $266,824 at 6%; with 50% employer match about $266,824 at 4% or $177,883 at 6%; with 100% employer match about $200,118 at 4% or $133,412 at 6%.
Ontario Orthodontics Defined Benefit Plan-3$42,475$42,475$14,158iApproximate average salary by contribution assumption: employee only about $353,958 at 4% or $235,972 at 6%; with 50% employer match about $235,972 at 4% or $157,315 at 6%; with 100% employer match about $176,979 at 4% or $117,986 at 6%.
201018$205,791$65,606$8,201iApproximate average salary by contribution assumption: employee only about $205,019 at 4% or $136,679 at 6%; with 50% employer match about $136,679 at 4% or $91,119 at 6%; with 100% employer match about $102,509 at 4% or $68,340 at 6%.
ONTARIO ORTHODONTICS LLC 401 K PROFIT SHARING PLAN TRUST-8$205,791$65,606$8,201iApproximate average salary by contribution assumption: employee only about $205,019 at 4% or $136,679 at 6%; with 50% employer match about $136,679 at 4% or $91,119 at 6%; with 100% employer match about $102,509 at 4% or $68,340 at 6%.
200918$128,935$82,208$10,276iApproximate average salary by contribution assumption: employee only about $256,900 at 4% or $171,267 at 6%; with 50% employer match about $171,267 at 4% or $114,178 at 6%; with 100% employer match about $128,450 at 4% or $85,633 at 6%.
ONTARIO ORTHODONTICS LLC-8$128,935$82,208$10,276iApproximate average salary by contribution assumption: employee only about $256,900 at 4% or $171,267 at 6%; with 50% employer match about $171,267 at 4% or $114,178 at 6%; with 100% employer match about $128,450 at 4% or $85,633 at 6%.
200816$35,679$39,337$6,556iApproximate average salary by contribution assumption: employee only about $163,904 at 4% or $109,269 at 6%; with 50% employer match about $109,269 at 4% or $72,846 at 6%; with 100% employer match about $81,952 at 4% or $54,635 at 6%.
ONTARIO ORTHODONTICS LLC 401K PROFIT SHARING PLAN & TRUST-6$35,679$39,337$6,556iApproximate average salary by contribution assumption: employee only about $163,904 at 4% or $109,269 at 6%; with 50% employer match about $109,269 at 4% or $72,846 at 6%; with 100% employer match about $81,952 at 4% or $54,635 at 6%.