Civic Intelligence

Bohl & Race Orthodontics, S.C.

Plan context: Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan

EIN 39-1355693 • Brookfield, WI • 34 filings • 6 plans

12720 West North AvenueBrookfield, WI 53005
Current Snapshot

Latest Year

2023

2023 Participants

42

2023 Assets

$10,185,386

2023 Contributions

$270,168

Historical Graphs

Total Assets Over Time

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

$10,185,386$5,092,693$0199920142023YearValue
$10,185,386Latest year 2023

Participants Over Time

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

42210199920112023YearValue
42Latest 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
2023242$10,185,386$270,168$6,433iApproximate average salary by contribution assumption: employee only about $160,814 at 4% or $107,210 at 6%; with 50% employer match about $107,210 at 4% or $71,473 at 6%; with 100% employer match about $80,407 at 4% or $53,605 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-42$8,868,679$122,124$2,908iApproximate average salary by contribution assumption: employee only about $72,693 at 4% or $48,462 at 6%; with 50% employer match about $48,462 at 4% or $32,308 at 6%; with 100% employer match about $36,346 at 4% or $24,231 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-35$1,316,707$148,044$4,230iApproximate average salary by contribution assumption: employee only about $105,746 at 4% or $70,497 at 6%; with 50% employer match about $70,497 at 4% or $46,998 at 6%; with 100% employer match about $52,873 at 4% or $35,249 at 6%.
2022238$8,010,569$236,309$6,219iApproximate average salary by contribution assumption: employee only about $155,466 at 4% or $103,644 at 6%; with 50% employer match about $103,644 at 4% or $69,096 at 6%; with 100% employer match about $77,733 at 4% or $51,822 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-38$6,962,609$96,009$2,527iApproximate average salary by contribution assumption: employee only about $63,164 at 4% or $42,109 at 6%; with 50% employer match about $42,109 at 4% or $28,073 at 6%; with 100% employer match about $31,582 at 4% or $21,055 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-32$1,047,960$140,300$4,384iApproximate average salary by contribution assumption: employee only about $109,609 at 4% or $73,073 at 6%; with 50% employer match about $73,073 at 4% or $48,715 at 6%; with 100% employer match about $54,805 at 4% or $36,536 at 6%.
2021237$7,649,148$243,329$6,576iApproximate average salary by contribution assumption: employee only about $164,411 at 4% or $109,608 at 6%; with 50% employer match about $109,608 at 4% or $73,072 at 6%; with 100% employer match about $82,206 at 4% or $54,804 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-37$6,765,884$112,329$3,036iApproximate average salary by contribution assumption: employee only about $75,898 at 4% or $50,599 at 6%; with 50% employer match about $50,599 at 4% or $33,732 at 6%; with 100% employer match about $37,949 at 4% or $25,299 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-32$883,264$131,000$4,094iApproximate average salary by contribution assumption: employee only about $102,344 at 4% or $68,229 at 6%; with 50% employer match about $68,229 at 4% or $45,486 at 6%; with 100% employer match about $51,172 at 4% or $34,115 at 6%.
2020236$9,124,220$269,811$7,495iApproximate average salary by contribution assumption: employee only about $187,369 at 4% or $124,913 at 6%; with 50% employer match about $124,913 at 4% or $83,275 at 6%; with 100% employer match about $93,684 at 4% or $62,456 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-36$8,304,018$100,953$2,804iApproximate average salary by contribution assumption: employee only about $70,106 at 4% or $46,738 at 6%; with 50% employer match about $46,738 at 4% or $31,158 at 6%; with 100% employer match about $35,053 at 4% or $23,369 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-29$820,202$168,858$5,823iApproximate average salary by contribution assumption: employee only about $145,567 at 4% or $97,045 at 6%; with 50% employer match about $97,045 at 4% or $64,697 at 6%; with 100% employer match about $72,784 at 4% or $48,522 at 6%.
2019235$8,069,577$120,643$3,447iApproximate average salary by contribution assumption: employee only about $86,174 at 4% or $57,449 at 6%; with 50% employer match about $57,449 at 4% or $38,299 at 6%; with 100% employer match about $43,087 at 4% or $28,725 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-35$7,473,174$119,359$3,410iApproximate average salary by contribution assumption: employee only about $85,256 at 4% or $56,838 at 6%; with 50% employer match about $56,838 at 4% or $37,892 at 6%; with 100% employer match about $42,628 at 4% or $28,419 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-23$596,403$1,284$56iApproximate average salary by contribution assumption: employee only about $1,396 at 4% or $930 at 6%; with 50% employer match about $930 at 4% or $620 at 6%; with 100% employer match about $698 at 4% or $465 at 6%.
2018234$7,094,334$248,034$7,295iApproximate average salary by contribution assumption: employee only about $182,378 at 4% or $121,585 at 6%; with 50% employer match about $121,585 at 4% or $81,057 at 6%; with 100% employer match about $91,189 at 4% or $60,793 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-34$6,489,712$104,554$3,075iApproximate average salary by contribution assumption: employee only about $76,878 at 4% or $51,252 at 6%; with 50% employer match about $51,252 at 4% or $34,168 at 6%; with 100% employer match about $38,439 at 4% or $25,626 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-23$604,622$143,480$6,238iApproximate average salary by contribution assumption: employee only about $155,957 at 4% or $103,971 at 6%; with 50% employer match about $103,971 at 4% or $69,314 at 6%; with 100% employer match about $77,978 at 4% or $51,986 at 6%.
2017235$7,039,240$258,187$7,377iApproximate average salary by contribution assumption: employee only about $184,419 at 4% or $122,946 at 6%; with 50% employer match about $122,946 at 4% or $81,964 at 6%; with 100% employer match about $92,210 at 4% or $61,473 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-35$6,600,289$114,707$3,277iApproximate average salary by contribution assumption: employee only about $81,934 at 4% or $54,622 at 6%; with 50% employer match about $54,622 at 4% or $36,415 at 6%; with 100% employer match about $40,967 at 4% or $27,311 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-26$438,951$143,480$5,518iApproximate average salary by contribution assumption: employee only about $137,962 at 4% or $91,974 at 6%; with 50% employer match about $91,974 at 4% or $61,316 at 6%; with 100% employer match about $68,981 at 4% or $45,987 at 6%.
2016233$6,470,832$264,691$8,021iApproximate average salary by contribution assumption: employee only about $200,523 at 4% or $133,682 at 6%; with 50% employer match about $133,682 at 4% or $89,122 at 6%; with 100% employer match about $100,262 at 4% or $66,841 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-33$6,180,571$124,123$3,761iApproximate average salary by contribution assumption: employee only about $94,033 at 4% or $62,688 at 6%; with 50% employer match about $62,688 at 4% or $41,792 at 6%; with 100% employer match about $47,016 at 4% or $31,344 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-21$290,261$140,568$6,694iApproximate average salary by contribution assumption: employee only about $167,343 at 4% or $111,562 at 6%; with 50% employer match about $111,562 at 4% or $74,375 at 6%; with 100% employer match about $83,671 at 4% or $55,781 at 6%.
2015233$5,577,254$279,034$8,456iApproximate average salary by contribution assumption: employee only about $211,389 at 4% or $140,926 at 6%; with 50% employer match about $140,926 at 4% or $93,951 at 6%; with 100% employer match about $105,695 at 4% or $70,463 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-33$5,435,099$136,879$4,148iApproximate average salary by contribution assumption: employee only about $103,696 at 4% or $69,131 at 6%; with 50% employer match about $69,131 at 4% or $46,087 at 6%; with 100% employer match about $51,848 at 4% or $34,565 at 6%.
RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN-24$142,155$142,155$5,923iApproximate average salary by contribution assumption: employee only about $148,078 at 4% or $98,719 at 6%; with 50% employer match about $98,719 at 4% or $65,813 at 6%; with 100% employer match about $74,039 at 4% or $49,359 at 6%.
2014129$4,974,929$324,057$11,174iApproximate average salary by contribution assumption: employee only about $279,359 at 4% or $186,240 at 6%; with 50% employer match about $186,240 at 4% or $124,160 at 6%; with 100% employer match about $139,680 at 4% or $93,120 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-29$4,974,929$324,057$11,174iApproximate average salary by contribution assumption: employee only about $279,359 at 4% or $186,240 at 6%; with 50% employer match about $186,240 at 4% or $124,160 at 6%; with 100% employer match about $139,680 at 4% or $93,120 at 6%.
2013127$4,774,713$162,244$6,009iApproximate average salary by contribution assumption: employee only about $150,226 at 4% or $100,151 at 6%; with 50% employer match about $100,151 at 4% or $66,767 at 6%; with 100% employer match about $75,113 at 4% or $50,075 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-27$4,774,713$162,244$6,009iApproximate average salary by contribution assumption: employee only about $150,226 at 4% or $100,151 at 6%; with 50% employer match about $100,151 at 4% or $66,767 at 6%; with 100% employer match about $75,113 at 4% or $50,075 at 6%.
2012129$4,301,244$151,705$5,231iApproximate average salary by contribution assumption: employee only about $130,780 at 4% or $87,187 at 6%; with 50% employer match about $87,187 at 4% or $58,125 at 6%; with 100% employer match about $65,390 at 4% or $43,593 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-29$4,301,244$151,705$5,231iApproximate average salary by contribution assumption: employee only about $130,780 at 4% or $87,187 at 6%; with 50% employer match about $87,187 at 4% or $58,125 at 6%; with 100% employer match about $65,390 at 4% or $43,593 at 6%.
2011129$3,775,009$146,830$5,063iApproximate average salary by contribution assumption: employee only about $126,578 at 4% or $84,385 at 6%; with 50% employer match about $84,385 at 4% or $56,257 at 6%; with 100% employer match about $63,289 at 4% or $42,193 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-29$3,775,009$146,830$5,063iApproximate average salary by contribution assumption: employee only about $126,578 at 4% or $84,385 at 6%; with 50% employer match about $84,385 at 4% or $56,257 at 6%; with 100% employer match about $63,289 at 4% or $42,193 at 6%.
2010128$3,064,814$145,753$5,205iApproximate average salary by contribution assumption: employee only about $130,137 at 4% or $86,758 at 6%; with 50% employer match about $86,758 at 4% or $57,838 at 6%; with 100% employer match about $65,068 at 4% or $43,379 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-28$3,064,814$145,753$5,205iApproximate average salary by contribution assumption: employee only about $130,137 at 4% or $86,758 at 6%; with 50% employer match about $86,758 at 4% or $57,838 at 6%; with 100% employer match about $65,068 at 4% or $43,379 at 6%.
2009127$2,956,747$156,114$5,782iApproximate average salary by contribution assumption: employee only about $144,550 at 4% or $96,367 at 6%; with 50% employer match about $96,367 at 4% or $64,244 at 6%; with 100% employer match about $72,275 at 4% or $48,183 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-27$2,956,747$156,114$5,782iApproximate average salary by contribution assumption: employee only about $144,550 at 4% or $96,367 at 6%; with 50% employer match about $96,367 at 4% or $64,244 at 6%; with 100% employer match about $72,275 at 4% or $48,183 at 6%.
2008125$0$0-
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-25---
2007122$0$0-
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-22---
2006122$3,174,151$132,481$6,022iApproximate average salary by contribution assumption: employee only about $150,547 at 4% or $100,364 at 6%; with 50% employer match about $100,364 at 4% or $66,910 at 6%; with 100% employer match about $75,273 at 4% or $50,182 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-22$3,174,151$132,481$6,022iApproximate average salary by contribution assumption: employee only about $150,547 at 4% or $100,364 at 6%; with 50% employer match about $100,364 at 4% or $66,910 at 6%; with 100% employer match about $75,273 at 4% or $50,182 at 6%.
2005118$2,630,828$254,683$14,149iApproximate average salary by contribution assumption: employee only about $353,726 at 4% or $235,818 at 6%; with 50% employer match about $235,818 at 4% or $157,212 at 6%; with 100% employer match about $176,863 at 4% or $117,909 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-18$2,630,828$254,683$14,149iApproximate average salary by contribution assumption: employee only about $353,726 at 4% or $235,818 at 6%; with 50% employer match about $235,818 at 4% or $157,212 at 6%; with 100% employer match about $176,863 at 4% or $117,909 at 6%.
2004115$2,187,627$0-
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-15$2,187,627--
2003119$2,215,193$147,158$7,745iApproximate average salary by contribution assumption: employee only about $193,629 at 4% or $129,086 at 6%; with 50% employer match about $129,086 at 4% or $86,057 at 6%; with 100% employer match about $96,814 at 4% or $64,543 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-19$2,215,193$147,158$7,745iApproximate average salary by contribution assumption: employee only about $193,629 at 4% or $129,086 at 6%; with 50% employer match about $129,086 at 4% or $86,057 at 6%; with 100% employer match about $96,814 at 4% or $64,543 at 6%.
2002119$0$0-
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-19---
2001118$0$0-
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-18---
2000116$0$0-
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-16---
1999112$2,402,640$83,124$6,927iApproximate average salary by contribution assumption: employee only about $173,175 at 4% or $115,450 at 6%; with 50% employer match about $115,450 at 4% or $76,967 at 6%; with 100% employer match about $86,588 at 4% or $57,725 at 6%.
Bohl & Race Orthodontics, S.C. Employees Retirement Income Plan-12$2,402,640$83,124$6,927iApproximate average salary by contribution assumption: employee only about $173,175 at 4% or $115,450 at 6%; with 50% employer match about $115,450 at 4% or $76,967 at 6%; with 100% employer match about $86,588 at 4% or $57,725 at 6%.