Civic Intelligence

Jolley Orthodontics PC

Plan context: Jolley Orthodontics PC 401 K Profit Sharing Plan Trust

EIN 45-1779467 • Trophy Club, TX • 13 filings • 2 plans

925 Trophy Club Dr Ste 100Trophy Club, TX 76262
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$993,444

2024 Contributions

$138,618

Historical Graphs

Total Assets Over Time

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

$993,444$496,722$0201220182024YearValue
$993,444Latest year 2024

Participants Over Time

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

1470201220182024YearValue
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$993,444$138,618$9,901iApproximate average salary by contribution assumption: employee only about $247,532 at 4% or $165,021 at 6%; with 50% employer match about $165,021 at 4% or $110,014 at 6%; with 100% employer match about $123,766 at 4% or $82,511 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-14$993,444$138,618$9,901iApproximate average salary by contribution assumption: employee only about $247,532 at 4% or $165,021 at 6%; with 50% employer match about $165,021 at 4% or $110,014 at 6%; with 100% employer match about $123,766 at 4% or $82,511 at 6%.
2023113$832,557$132,645$10,203iApproximate average salary by contribution assumption: employee only about $255,087 at 4% or $170,058 at 6%; with 50% employer match about $170,058 at 4% or $113,372 at 6%; with 100% employer match about $127,543 at 4% or $85,029 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-13$832,557$132,645$10,203iApproximate average salary by contribution assumption: employee only about $255,087 at 4% or $170,058 at 6%; with 50% employer match about $170,058 at 4% or $113,372 at 6%; with 100% employer match about $127,543 at 4% or $85,029 at 6%.
2022114$650,403$119,855$8,561iApproximate average salary by contribution assumption: employee only about $214,027 at 4% or $142,685 at 6%; with 50% employer match about $142,685 at 4% or $95,123 at 6%; with 100% employer match about $107,013 at 4% or $71,342 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-14$650,403$119,855$8,561iApproximate average salary by contribution assumption: employee only about $214,027 at 4% or $142,685 at 6%; with 50% employer match about $142,685 at 4% or $95,123 at 6%; with 100% employer match about $107,013 at 4% or $71,342 at 6%.
2021112$611,564$111,918$9,327iApproximate average salary by contribution assumption: employee only about $233,163 at 4% or $155,442 at 6%; with 50% employer match about $155,442 at 4% or $103,628 at 6%; with 100% employer match about $116,581 at 4% or $77,721 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-12$611,564$111,918$9,327iApproximate average salary by contribution assumption: employee only about $233,163 at 4% or $155,442 at 6%; with 50% employer match about $155,442 at 4% or $103,628 at 6%; with 100% employer match about $116,581 at 4% or $77,721 at 6%.
2020110$456,197$112,093$11,209iApproximate average salary by contribution assumption: employee only about $280,233 at 4% or $186,822 at 6%; with 50% employer match about $186,822 at 4% or $124,548 at 6%; with 100% employer match about $140,116 at 4% or $93,411 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-10$456,197$112,093$11,209iApproximate average salary by contribution assumption: employee only about $280,233 at 4% or $186,822 at 6%; with 50% employer match about $186,822 at 4% or $124,548 at 6%; with 100% employer match about $140,116 at 4% or $93,411 at 6%.
2019114$310,850$96,772$6,912iApproximate average salary by contribution assumption: employee only about $172,807 at 4% or $115,205 at 6%; with 50% employer match about $115,205 at 4% or $76,803 at 6%; with 100% employer match about $86,404 at 4% or $57,602 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-14$310,850$96,772$6,912iApproximate average salary by contribution assumption: employee only about $172,807 at 4% or $115,205 at 6%; with 50% employer match about $115,205 at 4% or $76,803 at 6%; with 100% employer match about $86,404 at 4% or $57,602 at 6%.
2018113$204,572$105,425$8,110iApproximate average salary by contribution assumption: employee only about $202,740 at 4% or $135,160 at 6%; with 50% employer match about $135,160 at 4% or $90,107 at 6%; with 100% employer match about $101,370 at 4% or $67,580 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-13$204,572$105,425$8,110iApproximate average salary by contribution assumption: employee only about $202,740 at 4% or $135,160 at 6%; with 50% employer match about $135,160 at 4% or $90,107 at 6%; with 100% employer match about $101,370 at 4% or $67,580 at 6%.
2017111$115,107$97,194$8,836iApproximate average salary by contribution assumption: employee only about $220,895 at 4% or $147,264 at 6%; with 50% employer match about $147,264 at 4% or $98,176 at 6%; with 100% employer match about $110,448 at 4% or $73,632 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-11$115,107$97,194$8,836iApproximate average salary by contribution assumption: employee only about $220,895 at 4% or $147,264 at 6%; with 50% employer match about $147,264 at 4% or $98,176 at 6%; with 100% employer match about $110,448 at 4% or $73,632 at 6%.
201614$20,087$8,305$2,076iApproximate average salary by contribution assumption: employee only about $51,906 at 4% or $34,604 at 6%; with 50% employer match about $34,604 at 4% or $23,069 at 6%; with 100% employer match about $25,953 at 4% or $17,302 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-4$20,087$8,305$2,076iApproximate average salary by contribution assumption: employee only about $51,906 at 4% or $34,604 at 6%; with 50% employer match about $34,604 at 4% or $23,069 at 6%; with 100% employer match about $25,953 at 4% or $17,302 at 6%.
2015110$18,136$13,229$1,323iApproximate average salary by contribution assumption: employee only about $33,073 at 4% or $22,048 at 6%; with 50% employer match about $22,048 at 4% or $14,699 at 6%; with 100% employer match about $16,536 at 4% or $11,024 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-10$18,136$13,229$1,323iApproximate average salary by contribution assumption: employee only about $33,073 at 4% or $22,048 at 6%; with 50% employer match about $22,048 at 4% or $14,699 at 6%; with 100% employer match about $16,536 at 4% or $11,024 at 6%.
201417$14,179$6,014$859iApproximate average salary by contribution assumption: employee only about $21,479 at 4% or $14,319 at 6%; with 50% employer match about $14,319 at 4% or $9,546 at 6%; with 100% employer match about $10,739 at 4% or $7,160 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-7$14,179$6,014$859iApproximate average salary by contribution assumption: employee only about $21,479 at 4% or $14,319 at 6%; with 50% employer match about $14,319 at 4% or $9,546 at 6%; with 100% employer match about $10,739 at 4% or $7,160 at 6%.
201313$8,088$9,186$3,062iApproximate average salary by contribution assumption: employee only about $76,550 at 4% or $51,033 at 6%; with 50% employer match about $51,033 at 4% or $34,022 at 6%; with 100% employer match about $38,275 at 4% or $25,517 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-3$8,088$9,186$3,062iApproximate average salary by contribution assumption: employee only about $76,550 at 4% or $51,033 at 6%; with 50% employer match about $51,033 at 4% or $34,022 at 6%; with 100% employer match about $38,275 at 4% or $25,517 at 6%.
201214$3,601$3,548$887iApproximate average salary by contribution assumption: employee only about $22,175 at 4% or $14,783 at 6%; with 50% employer match about $14,783 at 4% or $9,856 at 6%; with 100% employer match about $11,088 at 4% or $7,392 at 6%.
Jolley Orthodontics PC 401 K Profit Sharing Plan Trust-4$3,601$3,548$887iApproximate average salary by contribution assumption: employee only about $22,175 at 4% or $14,783 at 6%; with 50% employer match about $14,783 at 4% or $9,856 at 6%; with 100% employer match about $11,088 at 4% or $7,392 at 6%.