Civic Intelligence

Derik Hoerner, D.D.S. PC.

Plan context: A Lifetime of Smiles Retirement Plan & Trust

EIN 45-0319604 • Bismarck, ND • 12 filings • 1 plans

1004 S. 7th StreetBismarck, ND 58504
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,985,821

2025 Contributions

$166,254

Historical Graphs

Total Assets Over Time

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

$1,985,821$992,911$0201220202025YearValue
$1,985,821Latest year 2025

Participants Over Time

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

1370201220202025YearValue
13Latest year 2025

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
2025113$1,985,821$166,254$12,789iApproximate average salary by contribution assumption: employee only about $319,719 at 4% or $213,146 at 6%; with 50% employer match about $213,146 at 4% or $142,097 at 6%; with 100% employer match about $159,860 at 4% or $106,573 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-13$1,985,821$166,254$12,789iApproximate average salary by contribution assumption: employee only about $319,719 at 4% or $213,146 at 6%; with 50% employer match about $213,146 at 4% or $142,097 at 6%; with 100% employer match about $159,860 at 4% or $106,573 at 6%.
2024113$1,649,000$152,505$11,731iApproximate average salary by contribution assumption: employee only about $293,279 at 4% or $195,519 at 6%; with 50% employer match about $195,519 at 4% or $130,346 at 6%; with 100% employer match about $146,639 at 4% or $97,760 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-13$1,649,000$152,505$11,731iApproximate average salary by contribution assumption: employee only about $293,279 at 4% or $195,519 at 6%; with 50% employer match about $195,519 at 4% or $130,346 at 6%; with 100% employer match about $146,639 at 4% or $97,760 at 6%.
202319$1,360,443$127,656$14,184iApproximate average salary by contribution assumption: employee only about $354,600 at 4% or $236,400 at 6%; with 50% employer match about $236,400 at 4% or $157,600 at 6%; with 100% employer match about $177,300 at 4% or $118,200 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-9$1,360,443$127,656$14,184iApproximate average salary by contribution assumption: employee only about $354,600 at 4% or $236,400 at 6%; with 50% employer match about $236,400 at 4% or $157,600 at 6%; with 100% employer match about $177,300 at 4% or $118,200 at 6%.
202219$1,047,365$117,181$13,020iApproximate average salary by contribution assumption: employee only about $325,503 at 4% or $217,002 at 6%; with 50% employer match about $217,002 at 4% or $144,668 at 6%; with 100% employer match about $162,751 at 4% or $108,501 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-9$1,047,365$117,181$13,020iApproximate average salary by contribution assumption: employee only about $325,503 at 4% or $217,002 at 6%; with 50% employer match about $217,002 at 4% or $144,668 at 6%; with 100% employer match about $162,751 at 4% or $108,501 at 6%.
202118$1,112,398$107,208$13,401iApproximate average salary by contribution assumption: employee only about $335,025 at 4% or $223,350 at 6%; with 50% employer match about $223,350 at 4% or $148,900 at 6%; with 100% employer match about $167,513 at 4% or $111,675 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-8$1,112,398$107,208$13,401iApproximate average salary by contribution assumption: employee only about $335,025 at 4% or $223,350 at 6%; with 50% employer match about $223,350 at 4% or $148,900 at 6%; with 100% employer match about $167,513 at 4% or $111,675 at 6%.
2020112$909,715$90,693$7,558iApproximate average salary by contribution assumption: employee only about $188,944 at 4% or $125,963 at 6%; with 50% employer match about $125,963 at 4% or $83,975 at 6%; with 100% employer match about $94,472 at 4% or $62,981 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-12$909,715$90,693$7,558iApproximate average salary by contribution assumption: employee only about $188,944 at 4% or $125,963 at 6%; with 50% employer match about $125,963 at 4% or $83,975 at 6%; with 100% employer match about $94,472 at 4% or $62,981 at 6%.
201719$933,179$137,042$15,227iApproximate average salary by contribution assumption: employee only about $380,672 at 4% or $253,781 at 6%; with 50% employer match about $253,781 at 4% or $169,188 at 6%; with 100% employer match about $190,336 at 4% or $126,891 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-9$933,179$137,042$15,227iApproximate average salary by contribution assumption: employee only about $380,672 at 4% or $253,781 at 6%; with 50% employer match about $253,781 at 4% or $169,188 at 6%; with 100% employer match about $190,336 at 4% or $126,891 at 6%.
2016111$779,109$150,135$13,649iApproximate average salary by contribution assumption: employee only about $341,216 at 4% or $227,477 at 6%; with 50% employer match about $227,477 at 4% or $151,652 at 6%; with 100% employer match about $170,608 at 4% or $113,739 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-11$779,109$150,135$13,649iApproximate average salary by contribution assumption: employee only about $341,216 at 4% or $227,477 at 6%; with 50% employer match about $227,477 at 4% or $151,652 at 6%; with 100% employer match about $170,608 at 4% or $113,739 at 6%.
2015111$574,946$151,123$13,738iApproximate average salary by contribution assumption: employee only about $343,461 at 4% or $228,974 at 6%; with 50% employer match about $228,974 at 4% or $152,649 at 6%; with 100% employer match about $171,731 at 4% or $114,487 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-11$574,946$151,123$13,738iApproximate average salary by contribution assumption: employee only about $343,461 at 4% or $228,974 at 6%; with 50% employer match about $228,974 at 4% or $152,649 at 6%; with 100% employer match about $171,731 at 4% or $114,487 at 6%.
2014112$455,847$148,950$12,413iApproximate average salary by contribution assumption: employee only about $310,313 at 4% or $206,875 at 6%; with 50% employer match about $206,875 at 4% or $137,917 at 6%; with 100% employer match about $155,156 at 4% or $103,438 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-12$455,847$148,950$12,413iApproximate average salary by contribution assumption: employee only about $310,313 at 4% or $206,875 at 6%; with 50% employer match about $206,875 at 4% or $137,917 at 6%; with 100% employer match about $155,156 at 4% or $103,438 at 6%.
2013112$299,714$138,691$11,558iApproximate average salary by contribution assumption: employee only about $288,940 at 4% or $192,626 at 6%; with 50% employer match about $192,626 at 4% or $128,418 at 6%; with 100% employer match about $144,470 at 4% or $96,313 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-12$299,714$138,691$11,558iApproximate average salary by contribution assumption: employee only about $288,940 at 4% or $192,626 at 6%; with 50% employer match about $192,626 at 4% or $128,418 at 6%; with 100% employer match about $144,470 at 4% or $96,313 at 6%.
2012111$138,358$133,991$12,181iApproximate average salary by contribution assumption: employee only about $304,525 at 4% or $203,017 at 6%; with 50% employer match about $203,017 at 4% or $135,344 at 6%; with 100% employer match about $152,263 at 4% or $101,508 at 6%.
A Lifetime of Smiles Retirement Plan & Trust-11$138,358$133,991$12,181iApproximate average salary by contribution assumption: employee only about $304,525 at 4% or $203,017 at 6%; with 50% employer match about $203,017 at 4% or $135,344 at 6%; with 100% employer match about $152,263 at 4% or $101,508 at 6%.