Eugene S. Simon, D.D.S., M.S. & Assoc. Inc.
Plan context: THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN
EIN 34-1847894 • Sylvania, OH • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$3,815,552
2024 Contributions
$240,097
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 | 25 | $3,815,552 | $240,097 | $9,604iApproximate average salary by contribution assumption: employee only about $240,097 at 4% or $160,065 at 6%; with 50% employer match about $160,065 at 4% or $106,710 at 6%; with 100% employer match about $120,048 at 4% or $80,032 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 25 | $3,815,552 | $240,097 | $9,604iApproximate average salary by contribution assumption: employee only about $240,097 at 4% or $160,065 at 6%; with 50% employer match about $160,065 at 4% or $106,710 at 6%; with 100% employer match about $120,048 at 4% or $80,032 at 6%. |
| 2023 | 1 | 25 | $3,255,467 | $220,686 | $8,827iApproximate average salary by contribution assumption: employee only about $220,686 at 4% or $147,124 at 6%; with 50% employer match about $147,124 at 4% or $98,083 at 6%; with 100% employer match about $110,343 at 4% or $73,562 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 25 | $3,255,467 | $220,686 | $8,827iApproximate average salary by contribution assumption: employee only about $220,686 at 4% or $147,124 at 6%; with 50% employer match about $147,124 at 4% or $98,083 at 6%; with 100% employer match about $110,343 at 4% or $73,562 at 6%. |
| 2022 | 1 | 23 | $2,775,719 | $297,469 | $12,933iApproximate average salary by contribution assumption: employee only about $323,336 at 4% or $215,557 at 6%; with 50% employer match about $215,557 at 4% or $143,705 at 6%; with 100% employer match about $161,668 at 4% or $107,779 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 23 | $2,775,719 | $297,469 | $12,933iApproximate average salary by contribution assumption: employee only about $323,336 at 4% or $215,557 at 6%; with 50% employer match about $215,557 at 4% or $143,705 at 6%; with 100% employer match about $161,668 at 4% or $107,779 at 6%. |
| 2021 | 1 | 22 | $2,956,854 | $180,566 | $8,208iApproximate average salary by contribution assumption: employee only about $205,189 at 4% or $136,792 at 6%; with 50% employer match about $136,792 at 4% or $91,195 at 6%; with 100% employer match about $102,594 at 4% or $68,396 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 22 | $2,956,854 | $180,566 | $8,208iApproximate average salary by contribution assumption: employee only about $205,189 at 4% or $136,792 at 6%; with 50% employer match about $136,792 at 4% or $91,195 at 6%; with 100% employer match about $102,594 at 4% or $68,396 at 6%. |
| 2020 | 1 | 22 | $2,772,018 | $128,253 | $5,830iApproximate average salary by contribution assumption: employee only about $145,742 at 4% or $97,161 at 6%; with 50% employer match about $97,161 at 4% or $64,774 at 6%; with 100% employer match about $72,871 at 4% or $48,581 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 22 | $2,772,018 | $128,253 | $5,830iApproximate average salary by contribution assumption: employee only about $145,742 at 4% or $97,161 at 6%; with 50% employer match about $97,161 at 4% or $64,774 at 6%; with 100% employer match about $72,871 at 4% or $48,581 at 6%. |
| 2019 | 1 | 22 | $2,429,081 | $118,764 | $5,398iApproximate average salary by contribution assumption: employee only about $134,959 at 4% or $89,973 at 6%; with 50% employer match about $89,973 at 4% or $59,982 at 6%; with 100% employer match about $67,480 at 4% or $44,986 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 22 | $2,429,081 | $118,764 | $5,398iApproximate average salary by contribution assumption: employee only about $134,959 at 4% or $89,973 at 6%; with 50% employer match about $89,973 at 4% or $59,982 at 6%; with 100% employer match about $67,480 at 4% or $44,986 at 6%. |
| 2018 | 1 | 24 | $2,143,360 | $112,047 | $4,669iApproximate average salary by contribution assumption: employee only about $116,716 at 4% or $77,810 at 6%; with 50% employer match about $77,810 at 4% or $51,874 at 6%; with 100% employer match about $58,358 at 4% or $38,905 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 24 | $2,143,360 | $112,047 | $4,669iApproximate average salary by contribution assumption: employee only about $116,716 at 4% or $77,810 at 6%; with 50% employer match about $77,810 at 4% or $51,874 at 6%; with 100% employer match about $58,358 at 4% or $38,905 at 6%. |
| 2017 | 1 | 21 | $2,155,381 | $108,864 | $5,184iApproximate average salary by contribution assumption: employee only about $129,600 at 4% or $86,400 at 6%; with 50% employer match about $86,400 at 4% or $57,600 at 6%; with 100% employer match about $64,800 at 4% or $43,200 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 21 | $2,155,381 | $108,864 | $5,184iApproximate average salary by contribution assumption: employee only about $129,600 at 4% or $86,400 at 6%; with 50% employer match about $86,400 at 4% or $57,600 at 6%; with 100% employer match about $64,800 at 4% or $43,200 at 6%. |
| 2016 | 1 | 21 | $1,824,301 | $103,090 | $4,909iApproximate average salary by contribution assumption: employee only about $122,726 at 4% or $81,817 at 6%; with 50% employer match about $81,817 at 4% or $54,545 at 6%; with 100% employer match about $61,363 at 4% or $40,909 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 21 | $1,824,301 | $103,090 | $4,909iApproximate average salary by contribution assumption: employee only about $122,726 at 4% or $81,817 at 6%; with 50% employer match about $81,817 at 4% or $54,545 at 6%; with 100% employer match about $61,363 at 4% or $40,909 at 6%. |
| 2015 | 1 | 22 | $2,040,023 | $108,389 | $4,927iApproximate average salary by contribution assumption: employee only about $123,169 at 4% or $82,113 at 6%; with 50% employer match about $82,113 at 4% or $54,742 at 6%; with 100% employer match about $61,585 at 4% or $41,056 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 22 | $2,040,023 | $108,389 | $4,927iApproximate average salary by contribution assumption: employee only about $123,169 at 4% or $82,113 at 6%; with 50% employer match about $82,113 at 4% or $54,742 at 6%; with 100% employer match about $61,585 at 4% or $41,056 at 6%. |
| 2014 | 1 | 23 | $1,996,398 | $108,626 | $4,723iApproximate average salary by contribution assumption: employee only about $118,072 at 4% or $78,714 at 6%; with 50% employer match about $78,714 at 4% or $52,476 at 6%; with 100% employer match about $59,036 at 4% or $39,357 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 23 | $1,996,398 | $108,626 | $4,723iApproximate average salary by contribution assumption: employee only about $118,072 at 4% or $78,714 at 6%; with 50% employer match about $78,714 at 4% or $52,476 at 6%; with 100% employer match about $59,036 at 4% or $39,357 at 6%. |
| 2013 | 1 | 21 | $2,305,378 | $102,601 | $4,886iApproximate average salary by contribution assumption: employee only about $122,144 at 4% or $81,429 at 6%; with 50% employer match about $81,429 at 4% or $54,286 at 6%; with 100% employer match about $61,072 at 4% or $40,715 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 21 | $2,305,378 | $102,601 | $4,886iApproximate average salary by contribution assumption: employee only about $122,144 at 4% or $81,429 at 6%; with 50% employer match about $81,429 at 4% or $54,286 at 6%; with 100% employer match about $61,072 at 4% or $40,715 at 6%. |
| 2012 | 1 | 21 | $2,390,591 | $141,163 | $6,722iApproximate average salary by contribution assumption: employee only about $168,051 at 4% or $112,034 at 6%; with 50% employer match about $112,034 at 4% or $74,689 at 6%; with 100% employer match about $84,026 at 4% or $56,017 at 6%. |
| SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 21 | $2,390,591 | $141,163 | $6,722iApproximate average salary by contribution assumption: employee only about $168,051 at 4% or $112,034 at 6%; with 50% employer match about $112,034 at 4% or $74,689 at 6%; with 100% employer match about $84,026 at 4% or $56,017 at 6%. |
| 2011 | 1 | 19 | $2,239,010 | $1,948,852 | $102,571iApproximate average salary by contribution assumption: employee only about $2,564,279 at 4% or $1,709,519 at 6%; with 50% employer match about $1,709,519 at 4% or $1,139,680 at 6%; with 100% employer match about $1,282,139 at 4% or $854,760 at 6%. |
| SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 19 | $2,239,010 | $1,948,852 | $102,571iApproximate average salary by contribution assumption: employee only about $2,564,279 at 4% or $1,709,519 at 6%; with 50% employer match about $1,709,519 at 4% or $1,139,680 at 6%; with 100% employer match about $1,282,139 at 4% or $854,760 at 6%. |
| 2010 | 1 | 3 | $324,448 | $33,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 3 | $324,448 | $33,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| 2009 | 1 | 3 | $254,765 | $31,500 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| SYLVANIA ORTHODONTICS, INC. 401(K) PLAN | - | 3 | $254,765 | $31,500 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| THE SYLVANIA ORTHODONTICS, INC. 401K PLAN AND TRUST | - | 5 | - | - | - |
| 2006 | 1 | 4 | $296,318 | $56,200 | $14,050iApproximate average salary by contribution assumption: employee only about $351,250 at 4% or $234,167 at 6%; with 50% employer match about $234,167 at 4% or $156,111 at 6%; with 100% employer match about $175,625 at 4% or $117,083 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401K PLAN AND TRUST | - | 4 | $296,318 | $56,200 | $14,050iApproximate average salary by contribution assumption: employee only about $351,250 at 4% or $234,167 at 6%; with 50% employer match about $234,167 at 4% or $156,111 at 6%; with 100% employer match about $175,625 at 4% or $117,083 at 6%. |
| 2005 | 1 | 3 | $210,134 | $46,000 | $15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401K PLAN AND TRUST | - | 3 | $210,134 | $46,000 | $15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%. |
| 2004 | 1 | 3 | $148,814 | $45,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401K PLAN AND TRUST | - | 3 | $148,814 | $45,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| THE SYLVANIA ORTHODONTICS, INC. 401 K PLAN AND TRUST | - | 3 | - | - | - |
| 2002 | 1 | 3 | $35,928 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| THE SYLVANIA ORTHODONTICS, INC. 401K PLAN AND TRUST | - | 3 | $35,928 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Eugene S. Simon, D.D.S., M.S. & Assoc. Inc. 401 K Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 20 | $0 | $0 | - |
| Eugene S. Simon, D.D.S., M.S. & Assoc. Inc. 401 K Retirement Plan | - | 20 | - | - | - |
| 1999 | 1 | 20 | $775,970 | $98,231 | $4,912iApproximate average salary by contribution assumption: employee only about $122,789 at 4% or $81,859 at 6%; with 50% employer match about $81,859 at 4% or $54,573 at 6%; with 100% employer match about $61,394 at 4% or $40,930 at 6%. |
| Eugene S. Simon, D.D.S., M.S. & Assoc. Inc. 401 K Retirement Plan | - | 20 | $775,970 | $98,231 | $4,912iApproximate average salary by contribution assumption: employee only about $122,789 at 4% or $81,859 at 6%; with 50% employer match about $81,859 at 4% or $54,573 at 6%; with 100% employer match about $61,394 at 4% or $40,930 at 6%. |