Civic Intelligence

James River Orthodontics PLLC

Plan context: James River Orthodontics PLLC 401 K Profit Sharing Plan Trust

EIN 45-1805830 • Henrico, VA • 7 filings • 3 plans

11934 W Broad St 210Henrico, VA 23233
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$524,504

2020 Contributions

$67,463

Historical Graphs

Total Assets Over Time

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

$524,504$262,252$0201420172020YearValue
$524,504Latest year 2020

Participants Over Time

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

740201420172020YearValue
7Latest year 2020

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
202017$524,504$67,463$9,638iApproximate average salary by contribution assumption: employee only about $240,939 at 4% or $160,626 at 6%; with 50% employer match about $160,626 at 4% or $107,084 at 6%; with 100% employer match about $120,470 at 4% or $80,313 at 6%.
James River Orthodontics PLLC 401 K Profit Sharing Plan Trust-7$524,504$67,463$9,638iApproximate average salary by contribution assumption: employee only about $240,939 at 4% or $160,626 at 6%; with 50% employer match about $160,626 at 4% or $107,084 at 6%; with 100% employer match about $120,470 at 4% or $80,313 at 6%.
201917$425,671$61,902$8,843iApproximate average salary by contribution assumption: employee only about $221,079 at 4% or $147,386 at 6%; with 50% employer match about $147,386 at 4% or $98,257 at 6%; with 100% employer match about $110,539 at 4% or $73,693 at 6%.
James River Orthodontics PLLC 401 K Profit Sharing Plan Trust-7$425,671$61,902$8,843iApproximate average salary by contribution assumption: employee only about $221,079 at 4% or $147,386 at 6%; with 50% employer match about $147,386 at 4% or $98,257 at 6%; with 100% employer match about $110,539 at 4% or $73,693 at 6%.
201816$292,404$61,945$10,324iApproximate average salary by contribution assumption: employee only about $258,104 at 4% or $172,069 at 6%; with 50% employer match about $172,069 at 4% or $114,713 at 6%; with 100% employer match about $129,052 at 4% or $86,035 at 6%.
James River Orthodontics PLLC 401 K Profit Sharing Plan Trust-6$292,404$61,945$10,324iApproximate average salary by contribution assumption: employee only about $258,104 at 4% or $172,069 at 6%; with 50% employer match about $172,069 at 4% or $114,713 at 6%; with 100% employer match about $129,052 at 4% or $86,035 at 6%.
201715$251,770$55,166$11,033iApproximate average salary by contribution assumption: employee only about $275,830 at 4% or $183,887 at 6%; with 50% employer match about $183,887 at 4% or $122,591 at 6%; with 100% employer match about $137,915 at 4% or $91,943 at 6%.
James River Orthodontics PLLC 401 K Profit Sharing Plan Trust-5$251,770$55,166$11,033iApproximate average salary by contribution assumption: employee only about $275,830 at 4% or $183,887 at 6%; with 50% employer match about $183,887 at 4% or $122,591 at 6%; with 100% employer match about $137,915 at 4% or $91,943 at 6%.
201614$165,546$44,007$11,002iApproximate average salary by contribution assumption: employee only about $275,044 at 4% or $183,363 at 6%; with 50% employer match about $183,363 at 4% or $122,242 at 6%; with 100% employer match about $137,522 at 4% or $91,681 at 6%.
James River Orthodontics PLLC 401 K Profit Sharing Plan Trust-4$165,546$44,007$11,002iApproximate average salary by contribution assumption: employee only about $275,044 at 4% or $183,363 at 6%; with 50% employer match about $183,363 at 4% or $122,242 at 6%; with 100% employer match about $137,522 at 4% or $91,681 at 6%.
201512$108,618$34,146$17,073iApproximate average salary by contribution assumption: employee only about $426,825 at 4% or $284,550 at 6%; with 50% employer match about $284,550 at 4% or $189,700 at 6%; with 100% employer match about $213,413 at 4% or $142,275 at 6%.
James River Orthodontics PLLC 401 K Profit Sharing Plan Trust-2$108,618$34,146$17,073iApproximate average salary by contribution assumption: employee only about $426,825 at 4% or $284,550 at 6%; with 50% employer match about $284,550 at 4% or $189,700 at 6%; with 100% employer match about $213,413 at 4% or $142,275 at 6%.
201411$79,339$27,603$27,603iApproximate average salary by contribution assumption: employee only about $690,075 at 4% or $460,050 at 6%; with 50% employer match about $460,050 at 4% or $306,700 at 6%; with 100% employer match about $345,038 at 4% or $230,025 at 6%.
James River Orthodontics PLLC 401 K Profit Sharing Plan Trust-1$79,339$27,603$27,603iApproximate average salary by contribution assumption: employee only about $690,075 at 4% or $460,050 at 6%; with 50% employer match about $460,050 at 4% or $306,700 at 6%; with 100% employer match about $345,038 at 4% or $230,025 at 6%.