Civic Intelligence

Lakeview Orthodontics PC.

Plan context: Lakeview Orthodontics PC. Profit Sharing Plan

EIN 45-2036604 • Guntersville, AL • 19 filings • 4 plans

1939 Patterson Street, Suite 103Guntersville, AL 35976
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,607,376

2024 Contributions

$247,437

Historical Graphs

Total Assets Over Time

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

$3,607,376$1,803,688$0201220182024YearValue
$3,607,376Latest year 2024

Participants Over Time

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

1890201220182024YearValue
16Latest 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
2024216$3,607,376$247,437$15,465iApproximate average salary by contribution assumption: employee only about $386,620 at 4% or $257,747 at 6%; with 50% employer match about $257,747 at 4% or $171,831 at 6%; with 100% employer match about $193,310 at 4% or $128,873 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-16$2,217,089$97,437$6,090iApproximate average salary by contribution assumption: employee only about $152,245 at 4% or $101,497 at 6%; with 50% employer match about $101,497 at 4% or $67,665 at 6%; with 100% employer match about $76,123 at 4% or $50,748 at 6%.
LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN-16$1,390,287$150,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2023216$3,051,103$300,060$18,754iApproximate average salary by contribution assumption: employee only about $468,844 at 4% or $312,563 at 6%; with 50% employer match about $312,563 at 4% or $208,375 at 6%; with 100% employer match about $234,422 at 4% or $156,281 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-16$1,957,303$100,060$6,254iApproximate average salary by contribution assumption: employee only about $156,344 at 4% or $104,229 at 6%; with 50% employer match about $104,229 at 4% or $69,486 at 6%; with 100% employer match about $78,172 at 4% or $52,115 at 6%.
LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN-16$1,093,800$200,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2022218$2,400,499$304,107$16,895iApproximate average salary by contribution assumption: employee only about $422,371 at 4% or $281,581 at 6%; with 50% employer match about $281,581 at 4% or $187,720 at 6%; with 100% employer match about $211,185 at 4% or $140,790 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-14$1,622,918$104,107$7,436iApproximate average salary by contribution assumption: employee only about $185,905 at 4% or $123,937 at 6%; with 50% employer match about $123,937 at 4% or $82,625 at 6%; with 100% employer match about $92,953 at 4% or $61,968 at 6%.
LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN-18$777,581$200,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2021216$2,557,711$285,326$17,833iApproximate average salary by contribution assumption: employee only about $445,822 at 4% or $297,215 at 6%; with 50% employer match about $297,215 at 4% or $198,143 at 6%; with 100% employer match about $222,911 at 4% or $148,607 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-14$1,919,245$95,326$6,809iApproximate average salary by contribution assumption: employee only about $170,225 at 4% or $113,483 at 6%; with 50% employer match about $113,483 at 4% or $75,656 at 6%; with 100% employer match about $85,113 at 4% or $56,742 at 6%.
LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN-16$638,466$190,000$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
2020215$2,002,363$432,166$28,811iApproximate average salary by contribution assumption: employee only about $720,277 at 4% or $480,184 at 6%; with 50% employer match about $480,184 at 4% or $320,123 at 6%; with 100% employer match about $360,138 at 4% or $240,092 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-15$1,619,924$82,166$5,478iApproximate average salary by contribution assumption: employee only about $136,943 at 4% or $91,296 at 6%; with 50% employer match about $91,296 at 4% or $60,864 at 6%; with 100% employer match about $68,472 at 4% or $45,648 at 6%.
LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN-13$382,439$350,000$26,923iApproximate average salary by contribution assumption: employee only about $673,077 at 4% or $448,718 at 6%; with 50% employer match about $448,718 at 4% or $299,145 at 6%; with 100% employer match about $336,538 at 4% or $224,359 at 6%.
2019214$1,347,964$75,549$5,396iApproximate average salary by contribution assumption: employee only about $134,909 at 4% or $89,939 at 6%; with 50% employer match about $89,939 at 4% or $59,960 at 6%; with 100% employer match about $67,454 at 4% or $44,970 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-14$1,347,964$75,549$5,396iApproximate average salary by contribution assumption: employee only about $134,909 at 4% or $89,939 at 6%; with 50% employer match about $89,939 at 4% or $59,960 at 6%; with 100% employer match about $67,454 at 4% or $44,970 at 6%.
LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN-13$0--
2018112$1,021,200$88,689$7,391iApproximate average salary by contribution assumption: employee only about $184,769 at 4% or $123,179 at 6%; with 50% employer match about $123,179 at 4% or $82,119 at 6%; with 100% employer match about $92,384 at 4% or $61,590 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-12$1,021,200$88,689$7,391iApproximate average salary by contribution assumption: employee only about $184,769 at 4% or $123,179 at 6%; with 50% employer match about $123,179 at 4% or $82,119 at 6%; with 100% employer match about $92,384 at 4% or $61,590 at 6%.
2017114$979,860$87,637$6,260iApproximate average salary by contribution assumption: employee only about $156,495 at 4% or $104,330 at 6%; with 50% employer match about $104,330 at 4% or $69,553 at 6%; with 100% employer match about $78,247 at 4% or $52,165 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-14$979,860$87,637$6,260iApproximate average salary by contribution assumption: employee only about $156,495 at 4% or $104,330 at 6%; with 50% employer match about $104,330 at 4% or $69,553 at 6%; with 100% employer match about $78,247 at 4% or $52,165 at 6%.
2016114$829,857$83,602$5,972iApproximate average salary by contribution assumption: employee only about $149,289 at 4% or $99,526 at 6%; with 50% employer match about $99,526 at 4% or $66,351 at 6%; with 100% employer match about $74,645 at 4% or $49,763 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-14$829,857$83,602$5,972iApproximate average salary by contribution assumption: employee only about $149,289 at 4% or $99,526 at 6%; with 50% employer match about $99,526 at 4% or $66,351 at 6%; with 100% employer match about $74,645 at 4% or $49,763 at 6%.
2015114$713,531$84,142$6,010iApproximate average salary by contribution assumption: employee only about $150,254 at 4% or $100,169 at 6%; with 50% employer match about $100,169 at 4% or $66,779 at 6%; with 100% employer match about $75,127 at 4% or $50,085 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-14$713,531$84,142$6,010iApproximate average salary by contribution assumption: employee only about $150,254 at 4% or $100,169 at 6%; with 50% employer match about $100,169 at 4% or $66,779 at 6%; with 100% employer match about $75,127 at 4% or $50,085 at 6%.
2014113$662,372$83,256$6,404iApproximate average salary by contribution assumption: employee only about $160,108 at 4% or $106,738 at 6%; with 50% employer match about $106,738 at 4% or $71,159 at 6%; with 100% employer match about $80,054 at 4% or $53,369 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-13$662,372$83,256$6,404iApproximate average salary by contribution assumption: employee only about $160,108 at 4% or $106,738 at 6%; with 50% employer match about $106,738 at 4% or $71,159 at 6%; with 100% employer match about $80,054 at 4% or $53,369 at 6%.
2013112$614,878$402,213$33,518iApproximate average salary by contribution assumption: employee only about $837,944 at 4% or $558,629 at 6%; with 50% employer match about $558,629 at 4% or $372,419 at 6%; with 100% employer match about $418,972 at 4% or $279,315 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-12$614,878$402,213$33,518iApproximate average salary by contribution assumption: employee only about $837,944 at 4% or $558,629 at 6%; with 50% employer match about $558,629 at 4% or $372,419 at 6%; with 100% employer match about $418,972 at 4% or $279,315 at 6%.
2012111$395,414$20,000$1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,727 at 4% or $15,152 at 6%.
Lakeview Orthodontics PC. Profit Sharing Plan-11$395,414$20,000$1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,727 at 4% or $15,152 at 6%.