Civic Intelligence

Greg Ortman, Dds Incorporated

Plan context: Greg Ortman, Dds Inc. Retirement Plan & Trust

EIN 35-2122570 • Lafayette, IN • 37 filings • 3 plans

1530 Kossuth StreetLafayette, IN 47905
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$7,248,893

2023 Contributions

$238,377

Historical Graphs

Total Assets Over Time

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

$7,248,893$3,624,447$0200420142023YearValue
$7,248,893Latest year 2023

Participants Over Time

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

1370200420142023YearValue
12Latest year 2023

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
2023212$7,248,893$238,377$19,865iApproximate average salary by contribution assumption: employee only about $496,619 at 4% or $331,079 at 6%; with 50% employer match about $331,079 at 4% or $220,719 at 6%; with 100% employer match about $248,309 at 4% or $165,540 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-12$4,892,063$123,377$10,281iApproximate average salary by contribution assumption: employee only about $257,035 at 4% or $171,357 at 6%; with 50% employer match about $171,357 at 4% or $114,238 at 6%; with 100% employer match about $128,518 at 4% or $85,678 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-9$2,356,830$115,000$12,778iApproximate average salary by contribution assumption: employee only about $319,444 at 4% or $212,963 at 6%; with 50% employer match about $212,963 at 4% or $141,975 at 6%; with 100% employer match about $159,722 at 4% or $106,481 at 6%.
2022213$6,176,348$228,692$17,592iApproximate average salary by contribution assumption: employee only about $439,792 at 4% or $293,195 at 6%; with 50% employer match about $293,195 at 4% or $195,463 at 6%; with 100% employer match about $219,896 at 4% or $146,597 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-13$4,182,217$113,692$8,746iApproximate average salary by contribution assumption: employee only about $218,638 at 4% or $145,759 at 6%; with 50% employer match about $145,759 at 4% or $97,173 at 6%; with 100% employer match about $109,319 at 4% or $72,879 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-12$1,994,131$115,000$9,583iApproximate average salary by contribution assumption: employee only about $239,583 at 4% or $159,722 at 6%; with 50% employer match about $159,722 at 4% or $106,481 at 6%; with 100% employer match about $119,792 at 4% or $79,861 at 6%.
2021212$6,978,216$217,267$18,106iApproximate average salary by contribution assumption: employee only about $452,640 at 4% or $301,760 at 6%; with 50% employer match about $301,760 at 4% or $201,173 at 6%; with 100% employer match about $226,320 at 4% or $150,880 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-12$4,824,949$104,679$8,723iApproximate average salary by contribution assumption: employee only about $218,081 at 4% or $145,388 at 6%; with 50% employer match about $145,388 at 4% or $96,925 at 6%; with 100% employer match about $109,041 at 4% or $72,694 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-12$2,153,267$112,588$9,382iApproximate average salary by contribution assumption: employee only about $234,558 at 4% or $156,372 at 6%; with 50% employer match about $156,372 at 4% or $104,248 at 6%; with 100% employer match about $117,279 at 4% or $78,186 at 6%.
2020212$6,030,673$211,231$17,603iApproximate average salary by contribution assumption: employee only about $440,065 at 4% or $293,376 at 6%; with 50% employer match about $293,376 at 4% or $195,584 at 6%; with 100% employer match about $220,032 at 4% or $146,688 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-11$4,174,917$107,668$9,788iApproximate average salary by contribution assumption: employee only about $244,700 at 4% or $163,133 at 6%; with 50% employer match about $163,133 at 4% or $108,756 at 6%; with 100% employer match about $122,350 at 4% or $81,567 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-12$1,855,756$103,563$8,630iApproximate average salary by contribution assumption: employee only about $215,756 at 4% or $143,838 at 6%; with 50% employer match about $143,838 at 4% or $95,892 at 6%; with 100% employer match about $107,878 at 4% or $71,919 at 6%.
2019212$5,170,630$249,179$20,765iApproximate average salary by contribution assumption: employee only about $519,123 at 4% or $346,082 at 6%; with 50% employer match about $346,082 at 4% or $230,721 at 6%; with 100% employer match about $259,561 at 4% or $173,041 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-11$3,590,758$124,581$11,326iApproximate average salary by contribution assumption: employee only about $283,139 at 4% or $188,759 at 6%; with 50% employer match about $188,759 at 4% or $125,839 at 6%; with 100% employer match about $141,569 at 4% or $94,380 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-12$1,579,872$124,598$10,383iApproximate average salary by contribution assumption: employee only about $259,579 at 4% or $173,053 at 6%; with 50% employer match about $173,053 at 4% or $115,369 at 6%; with 100% employer match about $129,790 at 4% or $86,526 at 6%.
2018211$4,291,652$244,118$22,193iApproximate average salary by contribution assumption: employee only about $554,814 at 4% or $369,876 at 6%; with 50% employer match about $369,876 at 4% or $246,584 at 6%; with 100% employer match about $277,407 at 4% or $184,938 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-11$2,992,241$129,244$11,749iApproximate average salary by contribution assumption: employee only about $293,736 at 4% or $195,824 at 6%; with 50% employer match about $195,824 at 4% or $130,549 at 6%; with 100% employer match about $146,868 at 4% or $97,912 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-11$1,299,411$114,874$10,443iApproximate average salary by contribution assumption: employee only about $261,077 at 4% or $174,052 at 6%; with 50% employer match about $174,052 at 4% or $116,034 at 6%; with 100% employer match about $130,539 at 4% or $87,026 at 6%.
2017211$4,262,063$859,102$78,100iApproximate average salary by contribution assumption: employee only about $1,952,505 at 4% or $1,301,670 at 6%; with 50% employer match about $1,301,670 at 4% or $867,780 at 6%; with 100% employer match about $976,252 at 4% or $650,835 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-9$3,021,077$746,458$82,940iApproximate average salary by contribution assumption: employee only about $2,073,494 at 4% or $1,382,330 at 6%; with 50% employer match about $1,382,330 at 4% or $921,553 at 6%; with 100% employer match about $1,036,747 at 4% or $691,165 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-11$1,240,986$112,644$10,240iApproximate average salary by contribution assumption: employee only about $256,009 at 4% or $170,673 at 6%; with 50% employer match about $170,673 at 4% or $113,782 at 6%; with 100% employer match about $128,005 at 4% or $85,336 at 6%.
2016212$3,156,833$229,106$19,092iApproximate average salary by contribution assumption: employee only about $477,304 at 4% or $318,203 at 6%; with 50% employer match about $318,203 at 4% or $212,135 at 6%; with 100% employer match about $238,652 at 4% or $159,101 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-10$2,104,457$124,106$12,411iApproximate average salary by contribution assumption: employee only about $310,265 at 4% or $206,843 at 6%; with 50% employer match about $206,843 at 4% or $137,896 at 6%; with 100% employer match about $155,133 at 4% or $103,422 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-12$1,052,376$105,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
2015212$2,760,062$225,888$18,824iApproximate average salary by contribution assumption: employee only about $470,600 at 4% or $313,733 at 6%; with 50% employer match about $313,733 at 4% or $209,156 at 6%; with 100% employer match about $235,300 at 4% or $156,867 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-9$1,863,274$116,944$12,994iApproximate average salary by contribution assumption: employee only about $324,844 at 4% or $216,563 at 6%; with 50% employer match about $216,563 at 4% or $144,375 at 6%; with 100% employer match about $162,422 at 4% or $108,281 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-12$896,788$108,944$9,079iApproximate average salary by contribution assumption: employee only about $226,967 at 4% or $151,311 at 6%; with 50% employer match about $151,311 at 4% or $100,874 at 6%; with 100% employer match about $113,483 at 4% or $75,656 at 6%.
2014210$2,674,448$213,873$21,387iApproximate average salary by contribution assumption: employee only about $534,683 at 4% or $356,455 at 6%; with 50% employer match about $356,455 at 4% or $237,637 at 6%; with 100% employer match about $267,341 at 4% or $178,228 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-10$1,869,705$103,051$10,305iApproximate average salary by contribution assumption: employee only about $257,628 at 4% or $171,752 at 6%; with 50% employer match about $171,752 at 4% or $114,501 at 6%; with 100% employer match about $128,814 at 4% or $85,876 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-10$804,743$110,822$11,082iApproximate average salary by contribution assumption: employee only about $277,055 at 4% or $184,703 at 6%; with 50% employer match about $184,703 at 4% or $123,136 at 6%; with 100% employer match about $138,528 at 4% or $92,352 at 6%.
2013211$2,418,758$210,009$19,092iApproximate average salary by contribution assumption: employee only about $477,293 at 4% or $318,195 at 6%; with 50% employer match about $318,195 at 4% or $212,130 at 6%; with 100% employer match about $238,647 at 4% or $159,098 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-8$1,744,785$91,912$11,489iApproximate average salary by contribution assumption: employee only about $287,225 at 4% or $191,483 at 6%; with 50% employer match about $191,483 at 4% or $127,656 at 6%; with 100% employer match about $143,613 at 4% or $95,742 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-11$673,973$118,097$10,736iApproximate average salary by contribution assumption: employee only about $268,402 at 4% or $178,935 at 6%; with 50% employer match about $178,935 at 4% or $119,290 at 6%; with 100% employer match about $134,201 at 4% or $89,467 at 6%.
201228$2,000,252$211,155$26,394iApproximate average salary by contribution assumption: employee only about $659,859 at 4% or $439,906 at 6%; with 50% employer match about $439,906 at 4% or $293,271 at 6%; with 100% employer match about $329,930 at 4% or $219,953 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-8$1,498,579$91,782$11,473iApproximate average salary by contribution assumption: employee only about $286,819 at 4% or $191,213 at 6%; with 50% employer match about $191,213 at 4% or $127,475 at 6%; with 100% employer match about $143,409 at 4% or $95,606 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-8$501,673$119,373$14,922iApproximate average salary by contribution assumption: employee only about $373,041 at 4% or $248,694 at 6%; with 50% employer match about $248,694 at 4% or $165,796 at 6%; with 100% employer match about $186,520 at 4% or $124,347 at 6%.
201127$1,638,775$146,471$20,924iApproximate average salary by contribution assumption: employee only about $523,111 at 4% or $348,740 at 6%; with 50% employer match about $348,740 at 4% or $232,494 at 6%; with 100% employer match about $261,555 at 4% or $174,370 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-7$1,288,449$77,677$11,097iApproximate average salary by contribution assumption: employee only about $277,418 at 4% or $184,945 at 6%; with 50% employer match about $184,945 at 4% or $123,297 at 6%; with 100% employer match about $138,709 at 4% or $92,473 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-7$350,326$68,794$9,828iApproximate average salary by contribution assumption: employee only about $245,693 at 4% or $163,795 at 6%; with 50% employer match about $163,795 at 4% or $109,197 at 6%; with 100% employer match about $122,846 at 4% or $81,898 at 6%.
201025$1,492,218$131,487$26,297iApproximate average salary by contribution assumption: employee only about $657,435 at 4% or $438,290 at 6%; with 50% employer match about $438,290 at 4% or $292,193 at 6%; with 100% employer match about $328,718 at 4% or $219,145 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-5$1,213,921$76,838$15,368iApproximate average salary by contribution assumption: employee only about $384,190 at 4% or $256,127 at 6%; with 50% employer match about $256,127 at 4% or $170,751 at 6%; with 100% employer match about $192,095 at 4% or $128,063 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-5$278,297$54,649$10,930iApproximate average salary by contribution assumption: employee only about $273,245 at 4% or $182,163 at 6%; with 50% employer match about $182,163 at 4% or $121,442 at 6%; with 100% employer match about $136,623 at 4% or $91,082 at 6%.
200927$1,262,778$156,816$22,402iApproximate average salary by contribution assumption: employee only about $560,057 at 4% or $373,371 at 6%; with 50% employer match about $373,371 at 4% or $248,914 at 6%; with 100% employer match about $280,029 at 4% or $186,686 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-4$1,056,360$80,550$20,138iApproximate average salary by contribution assumption: employee only about $503,438 at 4% or $335,625 at 6%; with 50% employer match about $335,625 at 4% or $223,750 at 6%; with 100% employer match about $251,719 at 4% or $167,813 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-7$206,418$76,266$10,895iApproximate average salary by contribution assumption: employee only about $272,379 at 4% or $181,586 at 6%; with 50% employer match about $181,586 at 4% or $121,057 at 6%; with 100% employer match about $136,189 at 4% or $90,793 at 6%.
200828$883,053$72,068$9,009iApproximate average salary by contribution assumption: employee only about $225,213 at 4% or $150,142 at 6%; with 50% employer match about $150,142 at 4% or $100,094 at 6%; with 100% employer match about $112,606 at 4% or $75,071 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-8$883,053$72,068$9,009iApproximate average salary by contribution assumption: employee only about $225,213 at 4% or $150,142 at 6%; with 50% employer match about $150,142 at 4% or $100,094 at 6%; with 100% employer match about $112,606 at 4% or $75,071 at 6%.
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-8---
200726$0$0-
Greg Ortman, Dds Inc. Retirement Plan & Trust-6---
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST-6---
200618$1,203,300$72,635$9,079iApproximate average salary by contribution assumption: employee only about $226,984 at 4% or $151,323 at 6%; with 50% employer match about $151,323 at 4% or $100,882 at 6%; with 100% employer match about $113,492 at 4% or $75,661 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-8$1,203,300$72,635$9,079iApproximate average salary by contribution assumption: employee only about $226,984 at 4% or $151,323 at 6%; with 50% employer match about $151,323 at 4% or $100,882 at 6%; with 100% employer match about $113,492 at 4% or $75,661 at 6%.
200516$1,000,132$64,413$10,736iApproximate average salary by contribution assumption: employee only about $268,388 at 4% or $178,925 at 6%; with 50% employer match about $178,925 at 4% or $119,283 at 6%; with 100% employer match about $134,194 at 4% or $89,463 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-6$1,000,132$64,413$10,736iApproximate average salary by contribution assumption: employee only about $268,388 at 4% or $178,925 at 6%; with 50% employer match about $178,925 at 4% or $119,283 at 6%; with 100% employer match about $134,194 at 4% or $89,463 at 6%.
200415$43,975$43,975$8,795iApproximate average salary by contribution assumption: employee only about $219,875 at 4% or $146,583 at 6%; with 50% employer match about $146,583 at 4% or $97,722 at 6%; with 100% employer match about $109,938 at 4% or $73,292 at 6%.
Greg Ortman, Dds Inc. Retirement Plan & Trust-5$43,975$43,975$8,795iApproximate average salary by contribution assumption: employee only about $219,875 at 4% or $146,583 at 6%; with 50% employer match about $146,583 at 4% or $97,722 at 6%; with 100% employer match about $109,938 at 4% or $73,292 at 6%.