Kevin a Ward, D.M.D, M.S. Inc.
Plan context: Ward Orthodontics 401(K) Profit Sharing Plan and Trust
EIN 34-1492832 • Avon Lake, OH • 28 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$674,939
2024 Contributions
$157,064
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 | 14 | $674,939 | $157,064 | $11,219iApproximate average salary by contribution assumption: employee only about $280,471 at 4% or $186,981 at 6%; with 50% employer match about $186,981 at 4% or $124,654 at 6%; with 100% employer match about $140,236 at 4% or $93,490 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 14 | $674,939 | $157,064 | $11,219iApproximate average salary by contribution assumption: employee only about $280,471 at 4% or $186,981 at 6%; with 50% employer match about $186,981 at 4% or $124,654 at 6%; with 100% employer match about $140,236 at 4% or $93,490 at 6%. |
| 2023 | 1 | 14 | $556,449 | $178,121 | $12,723iApproximate average salary by contribution assumption: employee only about $318,073 at 4% or $212,049 at 6%; with 50% employer match about $212,049 at 4% or $141,366 at 6%; with 100% employer match about $159,037 at 4% or $106,024 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 14 | $556,449 | $178,121 | $12,723iApproximate average salary by contribution assumption: employee only about $318,073 at 4% or $212,049 at 6%; with 50% employer match about $212,049 at 4% or $141,366 at 6%; with 100% employer match about $159,037 at 4% or $106,024 at 6%. |
| 2022 | 1 | 13 | $454,769 | $212,989 | $16,384iApproximate average salary by contribution assumption: employee only about $409,594 at 4% or $273,063 at 6%; with 50% employer match about $273,063 at 4% or $182,042 at 6%; with 100% employer match about $204,797 at 4% or $136,531 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 13 | $454,769 | $212,989 | $16,384iApproximate average salary by contribution assumption: employee only about $409,594 at 4% or $273,063 at 6%; with 50% employer match about $273,063 at 4% or $182,042 at 6%; with 100% employer match about $204,797 at 4% or $136,531 at 6%. |
| 2021 | 1 | 14 | $450,309 | $187,435 | $13,388iApproximate average salary by contribution assumption: employee only about $334,705 at 4% or $223,137 at 6%; with 50% employer match about $223,137 at 4% or $148,758 at 6%; with 100% employer match about $167,353 at 4% or $111,568 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 14 | $450,309 | $187,435 | $13,388iApproximate average salary by contribution assumption: employee only about $334,705 at 4% or $223,137 at 6%; with 50% employer match about $223,137 at 4% or $148,758 at 6%; with 100% employer match about $167,353 at 4% or $111,568 at 6%. |
| 2020 | 1 | 12 | $330,150 | $154,124 | $12,844iApproximate average salary by contribution assumption: employee only about $321,092 at 4% or $214,061 at 6%; with 50% employer match about $214,061 at 4% or $142,707 at 6%; with 100% employer match about $160,546 at 4% or $107,031 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 12 | $330,150 | $154,124 | $12,844iApproximate average salary by contribution assumption: employee only about $321,092 at 4% or $214,061 at 6%; with 50% employer match about $214,061 at 4% or $142,707 at 6%; with 100% employer match about $160,546 at 4% or $107,031 at 6%. |
| 2019 | 1 | 11 | $1,192,808 | $90,010 | $8,183iApproximate average salary by contribution assumption: employee only about $204,568 at 4% or $136,379 at 6%; with 50% employer match about $136,379 at 4% or $90,919 at 6%; with 100% employer match about $102,284 at 4% or $68,189 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 11 | $1,192,808 | $90,010 | $8,183iApproximate average salary by contribution assumption: employee only about $204,568 at 4% or $136,379 at 6%; with 50% employer match about $136,379 at 4% or $90,919 at 6%; with 100% employer match about $102,284 at 4% or $68,189 at 6%. |
| 2018 | 1 | 9 | $970,359 | $152,132 | $16,904iApproximate average salary by contribution assumption: employee only about $422,589 at 4% or $281,726 at 6%; with 50% employer match about $281,726 at 4% or $187,817 at 6%; with 100% employer match about $211,294 at 4% or $140,863 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 9 | $970,359 | $152,132 | $16,904iApproximate average salary by contribution assumption: employee only about $422,589 at 4% or $281,726 at 6%; with 50% employer match about $281,726 at 4% or $187,817 at 6%; with 100% employer match about $211,294 at 4% or $140,863 at 6%. |
| 2017 | 1 | 9 | $940,178 | $152,153 | $16,906iApproximate average salary by contribution assumption: employee only about $422,647 at 4% or $281,765 at 6%; with 50% employer match about $281,765 at 4% or $187,843 at 6%; with 100% employer match about $211,324 at 4% or $140,882 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 9 | $940,178 | $152,153 | $16,906iApproximate average salary by contribution assumption: employee only about $422,647 at 4% or $281,765 at 6%; with 50% employer match about $281,765 at 4% or $187,843 at 6%; with 100% employer match about $211,324 at 4% or $140,882 at 6%. |
| 2016 | 1 | 6 | $649,708 | $83,824 | $13,971iApproximate average salary by contribution assumption: employee only about $349,267 at 4% or $232,844 at 6%; with 50% employer match about $232,844 at 4% or $155,230 at 6%; with 100% employer match about $174,633 at 4% or $116,422 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $649,708 | $83,824 | $13,971iApproximate average salary by contribution assumption: employee only about $349,267 at 4% or $232,844 at 6%; with 50% employer match about $232,844 at 4% or $155,230 at 6%; with 100% employer match about $174,633 at 4% or $116,422 at 6%. |
| 2015 | 1 | 7 | $581,479 | $30,206 | $4,315iApproximate average salary by contribution assumption: employee only about $107,879 at 4% or $71,919 at 6%; with 50% employer match about $71,919 at 4% or $47,946 at 6%; with 100% employer match about $53,939 at 4% or $35,960 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 7 | $581,479 | $30,206 | $4,315iApproximate average salary by contribution assumption: employee only about $107,879 at 4% or $71,919 at 6%; with 50% employer match about $71,919 at 4% or $47,946 at 6%; with 100% employer match about $53,939 at 4% or $35,960 at 6%. |
| 2014 | 1 | 7 | $582,994 | $47,325 | $6,761iApproximate average salary by contribution assumption: employee only about $169,018 at 4% or $112,679 at 6%; with 50% employer match about $112,679 at 4% or $75,119 at 6%; with 100% employer match about $84,509 at 4% or $56,339 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 7 | $582,994 | $47,325 | $6,761iApproximate average salary by contribution assumption: employee only about $169,018 at 4% or $112,679 at 6%; with 50% employer match about $112,679 at 4% or $75,119 at 6%; with 100% employer match about $84,509 at 4% or $56,339 at 6%. |
| 2013 | 1 | 6 | $535,422 | $47,172 | $7,862iApproximate average salary by contribution assumption: employee only about $196,550 at 4% or $131,033 at 6%; with 50% employer match about $131,033 at 4% or $87,356 at 6%; with 100% employer match about $98,275 at 4% or $65,517 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $535,422 | $47,172 | $7,862iApproximate average salary by contribution assumption: employee only about $196,550 at 4% or $131,033 at 6%; with 50% employer match about $131,033 at 4% or $87,356 at 6%; with 100% employer match about $98,275 at 4% or $65,517 at 6%. |
| 2012 | 1 | 6 | $399,955 | $36,058 | $6,010iApproximate average salary by contribution assumption: employee only about $150,242 at 4% or $100,161 at 6%; with 50% employer match about $100,161 at 4% or $66,774 at 6%; with 100% employer match about $75,121 at 4% or $50,081 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $399,955 | $36,058 | $6,010iApproximate average salary by contribution assumption: employee only about $150,242 at 4% or $100,161 at 6%; with 50% employer match about $100,161 at 4% or $66,774 at 6%; with 100% employer match about $75,121 at 4% or $50,081 at 6%. |
| 2011 | 1 | 6 | $321,596 | $28,039 | $4,673iApproximate average salary by contribution assumption: employee only about $116,829 at 4% or $77,886 at 6%; with 50% employer match about $77,886 at 4% or $51,924 at 6%; with 100% employer match about $58,415 at 4% or $38,943 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $321,596 | $28,039 | $4,673iApproximate average salary by contribution assumption: employee only about $116,829 at 4% or $77,886 at 6%; with 50% employer match about $77,886 at 4% or $51,924 at 6%; with 100% employer match about $58,415 at 4% or $38,943 at 6%. |
| 2010 | 1 | 6 | $319,336 | $36,860 | $6,143iApproximate average salary by contribution assumption: employee only about $153,583 at 4% or $102,389 at 6%; with 50% employer match about $102,389 at 4% or $68,259 at 6%; with 100% employer match about $76,792 at 4% or $51,194 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $319,336 | $36,860 | $6,143iApproximate average salary by contribution assumption: employee only about $153,583 at 4% or $102,389 at 6%; with 50% employer match about $102,389 at 4% or $68,259 at 6%; with 100% employer match about $76,792 at 4% or $51,194 at 6%. |
| 2009 | 1 | 6 | $282,820 | $49,020 | $8,170iApproximate average salary by contribution assumption: employee only about $204,250 at 4% or $136,167 at 6%; with 50% employer match about $136,167 at 4% or $90,778 at 6%; with 100% employer match about $102,125 at 4% or $68,083 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $282,820 | $49,020 | $8,170iApproximate average salary by contribution assumption: employee only about $204,250 at 4% or $136,167 at 6%; with 50% employer match about $136,167 at 4% or $90,778 at 6%; with 100% employer match about $102,125 at 4% or $68,083 at 6%. |
| 2008 | 1 | 6 | $0 | $0 | - |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2006 | 1 | 6 | $220,291 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $220,291 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2005 | 1 | 6 | $177,686 | $45,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $177,686 | $45,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2004 | 1 | 6 | $116,449 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 6 | $116,449 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| 2003 | 2 | 4 | $74,448 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 4 | $74,448 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| DENNIS M. WARD, D.D.S. PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2002 | 2 | 4 | $89,540 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 4 | $54,778 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| DENNIS M. WARD, D.D.S. PROFIT SHARING PLAN | - | 4 | $34,762 | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| DENNIS M. WARD, D.D.S. PROFIT SHARING PLAN | - | 0 | - | - | - |
| Ward Orthodontics 401(K) Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| DENNIS M WARD DDS PROFIT SHARING PLAN | - | 5 | - | - | - |