SPENCER ORTHODONTICS PLLC
Plan context: SPENCER ORTHODONTICS RETIREMENT PLAN & TRUST
EIN 33-1659650 • Kalispell, MT • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$106,611
2025 Contributions
$101,642
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $106,611 | $101,642 | $8,470iApproximate average salary by contribution assumption: employee only about $211,754 at 4% or $141,169 at 6%; with 50% employer match about $141,169 at 4% or $94,113 at 6%; with 100% employer match about $105,877 at 4% or $70,585 at 6%. |
| SPENCER ORTHODONTICS RETIREMENT PLAN & TRUST | - | 12 | $106,611 | $101,642 | $8,470iApproximate average salary by contribution assumption: employee only about $211,754 at 4% or $141,169 at 6%; with 50% employer match about $141,169 at 4% or $94,113 at 6%; with 100% employer match about $105,877 at 4% or $70,585 at 6%. |