Apex Endodontics PC.
Plan context: Apex Endodontics, P. C. Retirement Plan & Trust
EIN 39-2054168 • Saginaw, MI • 28 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,183,834
2024 Contributions
$200,237
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 | 2 | 5 | $3,183,834 | $200,237 | $40,047iApproximate average salary by contribution assumption: employee only about $1,001,185 at 4% or $667,457 at 6%; with 50% employer match about $667,457 at 4% or $444,971 at 6%; with 100% employer match about $500,593 at 4% or $333,728 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $2,304,188 | $118,237 | $23,647iApproximate average salary by contribution assumption: employee only about $591,185 at 4% or $394,123 at 6%; with 50% employer match about $394,123 at 4% or $262,749 at 6%; with 100% employer match about $295,593 at 4% or $197,062 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $879,646 | $82,000 | $16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%. |
| 2023 | 2 | 5 | $2,766,526 | $197,493 | $39,499iApproximate average salary by contribution assumption: employee only about $987,465 at 4% or $658,310 at 6%; with 50% employer match about $658,310 at 4% or $438,873 at 6%; with 100% employer match about $493,733 at 4% or $329,155 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $2,014,910 | $112,493 | $22,499iApproximate average salary by contribution assumption: employee only about $562,465 at 4% or $374,977 at 6%; with 50% employer match about $374,977 at 4% or $249,984 at 6%; with 100% employer match about $281,233 at 4% or $187,488 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $751,616 | $85,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2022 | 2 | 5 | $2,231,953 | $181,201 | $36,240iApproximate average salary by contribution assumption: employee only about $906,005 at 4% or $604,003 at 6%; with 50% employer match about $604,003 at 4% or $402,669 at 6%; with 100% employer match about $453,002 at 4% or $302,002 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $1,639,485 | $88,113 | $17,623iApproximate average salary by contribution assumption: employee only about $440,565 at 4% or $293,710 at 6%; with 50% employer match about $293,710 at 4% or $195,807 at 6%; with 100% employer match about $220,282 at 4% or $146,855 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $592,468 | $93,088 | $18,618iApproximate average salary by contribution assumption: employee only about $465,440 at 4% or $310,293 at 6%; with 50% employer match about $310,293 at 4% or $206,862 at 6%; with 100% employer match about $232,720 at 4% or $155,147 at 6%. |
| 2021 | 2 | 5 | $2,399,009 | $175,475 | $35,095iApproximate average salary by contribution assumption: employee only about $877,375 at 4% or $584,917 at 6%; with 50% employer match about $584,917 at 4% or $389,944 at 6%; with 100% employer match about $438,688 at 4% or $292,458 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $1,818,731 | $101,519 | $20,304iApproximate average salary by contribution assumption: employee only about $507,595 at 4% or $338,397 at 6%; with 50% employer match about $338,397 at 4% or $225,598 at 6%; with 100% employer match about $253,798 at 4% or $169,198 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $580,278 | $73,956 | $14,791iApproximate average salary by contribution assumption: employee only about $369,780 at 4% or $246,520 at 6%; with 50% employer match about $246,520 at 4% or $164,347 at 6%; with 100% employer match about $184,890 at 4% or $123,260 at 6%. |
| 2020 | 2 | 5 | $1,953,093 | $168,535 | $33,707iApproximate average salary by contribution assumption: employee only about $842,675 at 4% or $561,783 at 6%; with 50% employer match about $561,783 at 4% or $374,522 at 6%; with 100% employer match about $421,338 at 4% or $280,892 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $1,491,902 | $96,308 | $19,262iApproximate average salary by contribution assumption: employee only about $481,540 at 4% or $321,027 at 6%; with 50% employer match about $321,027 at 4% or $214,018 at 6%; with 100% employer match about $240,770 at 4% or $160,513 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $461,191 | $72,227 | $14,445iApproximate average salary by contribution assumption: employee only about $361,135 at 4% or $240,757 at 6%; with 50% employer match about $240,757 at 4% or $160,504 at 6%; with 100% employer match about $180,568 at 4% or $120,378 at 6%. |
| 2019 | 2 | 5 | $1,599,404 | $153,508 | $30,702iApproximate average salary by contribution assumption: employee only about $767,540 at 4% or $511,693 at 6%; with 50% employer match about $511,693 at 4% or $341,129 at 6%; with 100% employer match about $383,770 at 4% or $255,847 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $1,245,198 | $88,166 | $17,633iApproximate average salary by contribution assumption: employee only about $440,830 at 4% or $293,887 at 6%; with 50% employer match about $293,887 at 4% or $195,924 at 6%; with 100% employer match about $220,415 at 4% or $146,943 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $354,206 | $65,342 | $13,068iApproximate average salary by contribution assumption: employee only about $326,710 at 4% or $217,807 at 6%; with 50% employer match about $217,807 at 4% or $145,204 at 6%; with 100% employer match about $163,355 at 4% or $108,903 at 6%. |
| 2018 | 2 | 5 | $1,276,395 | $150,076 | $30,015iApproximate average salary by contribution assumption: employee only about $750,380 at 4% or $500,253 at 6%; with 50% employer match about $500,253 at 4% or $333,502 at 6%; with 100% employer match about $375,190 at 4% or $250,127 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $1,018,813 | $81,901 | $16,380iApproximate average salary by contribution assumption: employee only about $409,505 at 4% or $273,003 at 6%; with 50% employer match about $273,003 at 4% or $182,002 at 6%; with 100% employer match about $204,753 at 4% or $136,502 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $257,582 | $68,175 | $13,635iApproximate average salary by contribution assumption: employee only about $340,875 at 4% or $227,250 at 6%; with 50% employer match about $227,250 at 4% or $151,500 at 6%; with 100% employer match about $170,438 at 4% or $113,625 at 6%. |
| 2017 | 2 | 8 | $1,208,161 | $140,481 | $17,560iApproximate average salary by contribution assumption: employee only about $439,003 at 4% or $292,669 at 6%; with 50% employer match about $292,669 at 4% or $195,113 at 6%; with 100% employer match about $219,502 at 4% or $146,334 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 8 | $1,006,606 | $80,481 | $10,060iApproximate average salary by contribution assumption: employee only about $251,503 at 4% or $167,669 at 6%; with 50% employer match about $167,669 at 4% or $111,779 at 6%; with 100% employer match about $125,752 at 4% or $83,834 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $201,555 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2016 | 2 | 6 | $973,038 | $139,156 | $23,193iApproximate average salary by contribution assumption: employee only about $579,817 at 4% or $386,544 at 6%; with 50% employer match about $386,544 at 4% or $257,696 at 6%; with 100% employer match about $289,908 at 4% or $193,272 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 6 | $841,699 | $76,156 | $12,693iApproximate average salary by contribution assumption: employee only about $317,317 at 4% or $211,544 at 6%; with 50% employer match about $211,544 at 4% or $141,030 at 6%; with 100% employer match about $158,658 at 4% or $105,772 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 5 | $131,339 | $63,000 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| 2015 | 2 | 5 | $771,082 | $138,536 | $27,707iApproximate average salary by contribution assumption: employee only about $692,680 at 4% or $461,787 at 6%; with 50% employer match about $461,787 at 4% or $307,858 at 6%; with 100% employer match about $346,340 at 4% or $230,893 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $708,082 | $75,536 | $15,107iApproximate average salary by contribution assumption: employee only about $377,680 at 4% or $251,787 at 6%; with 50% employer match about $251,787 at 4% or $167,858 at 6%; with 100% employer match about $188,840 at 4% or $125,893 at 6%. |
| APEX ENDODONTICS, P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 4 | $63,000 | $63,000 | $15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%. |
| 2014 | 1 | 5 | $660,749 | $74,125 | $14,825iApproximate average salary by contribution assumption: employee only about $370,625 at 4% or $247,083 at 6%; with 50% employer match about $247,083 at 4% or $164,722 at 6%; with 100% employer match about $185,313 at 4% or $123,542 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $660,749 | $74,125 | $14,825iApproximate average salary by contribution assumption: employee only about $370,625 at 4% or $247,083 at 6%; with 50% employer match about $247,083 at 4% or $164,722 at 6%; with 100% employer match about $185,313 at 4% or $123,542 at 6%. |
| 2013 | 1 | 4 | $580,180 | $72,689 | $18,172iApproximate average salary by contribution assumption: employee only about $454,306 at 4% or $302,871 at 6%; with 50% employer match about $302,871 at 4% or $201,914 at 6%; with 100% employer match about $227,153 at 4% or $151,435 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 4 | $580,180 | $72,689 | $18,172iApproximate average salary by contribution assumption: employee only about $454,306 at 4% or $302,871 at 6%; with 50% employer match about $302,871 at 4% or $201,914 at 6%; with 100% employer match about $227,153 at 4% or $151,435 at 6%. |
| 2012 | 1 | 5 | $454,831 | $76,373 | $15,275iApproximate average salary by contribution assumption: employee only about $381,865 at 4% or $254,577 at 6%; with 50% employer match about $254,577 at 4% or $169,718 at 6%; with 100% employer match about $190,933 at 4% or $127,288 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $454,831 | $76,373 | $15,275iApproximate average salary by contribution assumption: employee only about $381,865 at 4% or $254,577 at 6%; with 50% employer match about $254,577 at 4% or $169,718 at 6%; with 100% employer match about $190,933 at 4% or $127,288 at 6%. |
| 2011 | 1 | 5 | $339,771 | $70,400 | $14,080iApproximate average salary by contribution assumption: employee only about $352,000 at 4% or $234,667 at 6%; with 50% employer match about $234,667 at 4% or $156,444 at 6%; with 100% employer match about $176,000 at 4% or $117,333 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $339,771 | $70,400 | $14,080iApproximate average salary by contribution assumption: employee only about $352,000 at 4% or $234,667 at 6%; with 50% employer match about $234,667 at 4% or $156,444 at 6%; with 100% employer match about $176,000 at 4% or $117,333 at 6%. |
| 2010 | 1 | 5 | $271,132 | $70,302 | $14,060iApproximate average salary by contribution assumption: employee only about $351,510 at 4% or $234,340 at 6%; with 50% employer match about $234,340 at 4% or $156,227 at 6%; with 100% employer match about $175,755 at 4% or $117,170 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $271,132 | $70,302 | $14,060iApproximate average salary by contribution assumption: employee only about $351,510 at 4% or $234,340 at 6%; with 50% employer match about $234,340 at 4% or $156,227 at 6%; with 100% employer match about $175,755 at 4% or $117,170 at 6%. |
| 2009 | 1 | 5 | $177,592 | $69,940 | $13,988iApproximate average salary by contribution assumption: employee only about $349,700 at 4% or $233,133 at 6%; with 50% employer match about $233,133 at 4% or $155,422 at 6%; with 100% employer match about $174,850 at 4% or $116,567 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 5 | $177,592 | $69,940 | $13,988iApproximate average salary by contribution assumption: employee only about $349,700 at 4% or $233,133 at 6%; with 50% employer match about $233,133 at 4% or $155,422 at 6%; with 100% employer match about $174,850 at 4% or $116,567 at 6%. |
| 2008 | 1 | 4 | $85,868 | $66,131 | $16,533iApproximate average salary by contribution assumption: employee only about $413,319 at 4% or $275,546 at 6%; with 50% employer match about $275,546 at 4% or $183,697 at 6%; with 100% employer match about $206,659 at 4% or $137,773 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 4 | $85,868 | $66,131 | $16,533iApproximate average salary by contribution assumption: employee only about $413,319 at 4% or $275,546 at 6%; with 50% employer match about $275,546 at 4% or $183,697 at 6%; with 100% employer match about $206,659 at 4% or $137,773 at 6%. |
| 2007 | 1 | 4 | $63,918 | $65,869 | $16,467iApproximate average salary by contribution assumption: employee only about $411,681 at 4% or $274,454 at 6%; with 50% employer match about $274,454 at 4% or $182,969 at 6%; with 100% employer match about $205,841 at 4% or $137,227 at 6%. |
| Apex Endodontics, P. C. Retirement Plan & Trust | - | 4 | $63,918 | $65,869 | $16,467iApproximate average salary by contribution assumption: employee only about $411,681 at 4% or $274,454 at 6%; with 50% employer match about $274,454 at 4% or $182,969 at 6%; with 100% employer match about $205,841 at 4% or $137,227 at 6%. |