Civic Intelligence

Bailey Orthodontics, P.A.

Plan context: Bailey Orthodontics, P.A. Retirement Plan & Trust

EIN 38-3673361 • Houston, TX • 19 filings • 1 plans

11460 Space Center Blvd., Suite 1Houston, TX 77059
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,597,334

2024 Contributions

$114,206

Historical Graphs

Total Assets Over Time

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

$1,597,334$798,667$0200620152024YearValue
$1,597,334Latest year 2024

Participants Over Time

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

1580200620152024YearValue
14Latest 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
2024114$1,597,334$114,206$8,158iApproximate average salary by contribution assumption: employee only about $203,939 at 4% or $135,960 at 6%; with 50% employer match about $135,960 at 4% or $90,640 at 6%; with 100% employer match about $101,970 at 4% or $67,980 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-14$1,597,334$114,206$8,158iApproximate average salary by contribution assumption: employee only about $203,939 at 4% or $135,960 at 6%; with 50% employer match about $135,960 at 4% or $90,640 at 6%; with 100% employer match about $101,970 at 4% or $67,980 at 6%.
2023115$1,409,678$101,348$6,757iApproximate average salary by contribution assumption: employee only about $168,913 at 4% or $112,609 at 6%; with 50% employer match about $112,609 at 4% or $75,073 at 6%; with 100% employer match about $84,457 at 4% or $56,304 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-15$1,409,678$101,348$6,757iApproximate average salary by contribution assumption: employee only about $168,913 at 4% or $112,609 at 6%; with 50% employer match about $112,609 at 4% or $75,073 at 6%; with 100% employer match about $84,457 at 4% or $56,304 at 6%.
2022115$1,116,201$94,477$6,298iApproximate average salary by contribution assumption: employee only about $157,462 at 4% or $104,974 at 6%; with 50% employer match about $104,974 at 4% or $69,983 at 6%; with 100% employer match about $78,731 at 4% or $52,487 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-15$1,116,201$94,477$6,298iApproximate average salary by contribution assumption: employee only about $157,462 at 4% or $104,974 at 6%; with 50% employer match about $104,974 at 4% or $69,983 at 6%; with 100% employer match about $78,731 at 4% or $52,487 at 6%.
2021115$1,201,585$80,843$5,390iApproximate average salary by contribution assumption: employee only about $134,738 at 4% or $89,826 at 6%; with 50% employer match about $89,826 at 4% or $59,884 at 6%; with 100% employer match about $67,369 at 4% or $44,913 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-15$1,201,585$80,843$5,390iApproximate average salary by contribution assumption: employee only about $134,738 at 4% or $89,826 at 6%; with 50% employer match about $89,826 at 4% or $59,884 at 6%; with 100% employer match about $67,369 at 4% or $44,913 at 6%.
2020114$950,167$50,185$3,585iApproximate average salary by contribution assumption: employee only about $89,616 at 4% or $59,744 at 6%; with 50% employer match about $59,744 at 4% or $39,829 at 6%; with 100% employer match about $44,808 at 4% or $29,872 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-14$950,167$50,185$3,585iApproximate average salary by contribution assumption: employee only about $89,616 at 4% or $59,744 at 6%; with 50% employer match about $59,744 at 4% or $39,829 at 6%; with 100% employer match about $44,808 at 4% or $29,872 at 6%.
2019113$801,634$46,613$3,586iApproximate average salary by contribution assumption: employee only about $89,640 at 4% or $59,760 at 6%; with 50% employer match about $59,760 at 4% or $39,840 at 6%; with 100% employer match about $44,820 at 4% or $29,880 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-13$801,634$46,613$3,586iApproximate average salary by contribution assumption: employee only about $89,640 at 4% or $59,760 at 6%; with 50% employer match about $59,760 at 4% or $39,840 at 6%; with 100% employer match about $44,820 at 4% or $29,880 at 6%.
2018113$641,989$55,520$4,271iApproximate average salary by contribution assumption: employee only about $106,769 at 4% or $71,179 at 6%; with 50% employer match about $71,179 at 4% or $47,453 at 6%; with 100% employer match about $53,385 at 4% or $35,590 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-13$641,989$55,520$4,271iApproximate average salary by contribution assumption: employee only about $106,769 at 4% or $71,179 at 6%; with 50% employer match about $71,179 at 4% or $47,453 at 6%; with 100% employer match about $53,385 at 4% or $35,590 at 6%.
201719$638,651$58,379$6,487iApproximate average salary by contribution assumption: employee only about $162,164 at 4% or $108,109 at 6%; with 50% employer match about $108,109 at 4% or $72,073 at 6%; with 100% employer match about $81,082 at 4% or $54,055 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-9$638,651$58,379$6,487iApproximate average salary by contribution assumption: employee only about $162,164 at 4% or $108,109 at 6%; with 50% employer match about $108,109 at 4% or $72,073 at 6%; with 100% employer match about $81,082 at 4% or $54,055 at 6%.
201619$540,942$42,928$4,770iApproximate average salary by contribution assumption: employee only about $119,244 at 4% or $79,496 at 6%; with 50% employer match about $79,496 at 4% or $52,998 at 6%; with 100% employer match about $59,622 at 4% or $39,748 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-9$540,942$42,928$4,770iApproximate average salary by contribution assumption: employee only about $119,244 at 4% or $79,496 at 6%; with 50% employer match about $79,496 at 4% or $52,998 at 6%; with 100% employer match about $59,622 at 4% or $39,748 at 6%.
201518$493,688$40,958$5,120iApproximate average salary by contribution assumption: employee only about $127,994 at 4% or $85,329 at 6%; with 50% employer match about $85,329 at 4% or $56,886 at 6%; with 100% employer match about $63,997 at 4% or $42,665 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-8$493,688$40,958$5,120iApproximate average salary by contribution assumption: employee only about $127,994 at 4% or $85,329 at 6%; with 50% employer match about $85,329 at 4% or $56,886 at 6%; with 100% employer match about $63,997 at 4% or $42,665 at 6%.
201419$488,248$29,849$3,317iApproximate average salary by contribution assumption: employee only about $82,914 at 4% or $55,276 at 6%; with 50% employer match about $55,276 at 4% or $36,851 at 6%; with 100% employer match about $41,457 at 4% or $27,638 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-9$488,248$29,849$3,317iApproximate average salary by contribution assumption: employee only about $82,914 at 4% or $55,276 at 6%; with 50% employer match about $55,276 at 4% or $36,851 at 6%; with 100% employer match about $41,457 at 4% or $27,638 at 6%.
2013111$455,012$26,054$2,369iApproximate average salary by contribution assumption: employee only about $59,214 at 4% or $39,476 at 6%; with 50% employer match about $39,476 at 4% or $26,317 at 6%; with 100% employer match about $29,607 at 4% or $19,738 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-11$455,012$26,054$2,369iApproximate average salary by contribution assumption: employee only about $59,214 at 4% or $39,476 at 6%; with 50% employer match about $39,476 at 4% or $26,317 at 6%; with 100% employer match about $29,607 at 4% or $19,738 at 6%.
2012110$377,841$29,131$2,913iApproximate average salary by contribution assumption: employee only about $72,828 at 4% or $48,552 at 6%; with 50% employer match about $48,552 at 4% or $32,368 at 6%; with 100% employer match about $36,414 at 4% or $24,276 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-10$377,841$29,131$2,913iApproximate average salary by contribution assumption: employee only about $72,828 at 4% or $48,552 at 6%; with 50% employer match about $48,552 at 4% or $32,368 at 6%; with 100% employer match about $36,414 at 4% or $24,276 at 6%.
2011111$321,397$34,005$3,091iApproximate average salary by contribution assumption: employee only about $77,284 at 4% or $51,523 at 6%; with 50% employer match about $51,523 at 4% or $34,348 at 6%; with 100% employer match about $38,642 at 4% or $25,761 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-11$321,397$34,005$3,091iApproximate average salary by contribution assumption: employee only about $77,284 at 4% or $51,523 at 6%; with 50% employer match about $51,523 at 4% or $34,348 at 6%; with 100% employer match about $38,642 at 4% or $25,761 at 6%.
2010110$288,486$38,572$3,857iApproximate average salary by contribution assumption: employee only about $96,430 at 4% or $64,287 at 6%; with 50% employer match about $64,287 at 4% or $42,858 at 6%; with 100% employer match about $48,215 at 4% or $32,143 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-10$288,486$38,572$3,857iApproximate average salary by contribution assumption: employee only about $96,430 at 4% or $64,287 at 6%; with 50% employer match about $64,287 at 4% or $42,858 at 6%; with 100% employer match about $48,215 at 4% or $32,143 at 6%.
200919$225,996$69,771$7,752iApproximate average salary by contribution assumption: employee only about $193,808 at 4% or $129,206 at 6%; with 50% employer match about $129,206 at 4% or $86,137 at 6%; with 100% employer match about $96,904 at 4% or $64,603 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-9$225,996$69,771$7,752iApproximate average salary by contribution assumption: employee only about $193,808 at 4% or $129,206 at 6%; with 50% employer match about $129,206 at 4% or $86,137 at 6%; with 100% employer match about $96,904 at 4% or $64,603 at 6%.
200817$132,491$57,805$8,258iApproximate average salary by contribution assumption: employee only about $206,446 at 4% or $137,631 at 6%; with 50% employer match about $137,631 at 4% or $91,754 at 6%; with 100% employer match about $103,223 at 4% or $68,815 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-7$132,491$57,805$8,258iApproximate average salary by contribution assumption: employee only about $206,446 at 4% or $137,631 at 6%; with 50% employer match about $137,631 at 4% or $91,754 at 6%; with 100% employer match about $103,223 at 4% or $68,815 at 6%.
200714$131,848$79,692$19,923iApproximate average salary by contribution assumption: employee only about $498,075 at 4% or $332,050 at 6%; with 50% employer match about $332,050 at 4% or $221,367 at 6%; with 100% employer match about $249,038 at 4% or $166,025 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-4$131,848$79,692$19,923iApproximate average salary by contribution assumption: employee only about $498,075 at 4% or $332,050 at 6%; with 50% employer match about $332,050 at 4% or $221,367 at 6%; with 100% employer match about $249,038 at 4% or $166,025 at 6%.
200612$50,477$47,994$23,997iApproximate average salary by contribution assumption: employee only about $599,925 at 4% or $399,950 at 6%; with 50% employer match about $399,950 at 4% or $266,633 at 6%; with 100% employer match about $299,963 at 4% or $199,975 at 6%.
Bailey Orthodontics, P.A. Retirement Plan & Trust-2$50,477$47,994$23,997iApproximate average salary by contribution assumption: employee only about $599,925 at 4% or $399,950 at 6%; with 50% employer match about $399,950 at 4% or $266,633 at 6%; with 100% employer match about $299,963 at 4% or $199,975 at 6%.