Civic Intelligence

Jacob E Koch Dds PC DBA Koch Orthodontics

Plan context: JACOB E KOCH DDS PC CASH BALANCE PLAN

EIN 45-2749166 • Lawrenceville, GA • 19 filings • 3 plans

55 Towler Road #4717Lawrenceville, GA 30046
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$2,909,374

2024 Contributions

$420,671

Historical Graphs

Total Assets Over Time

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

$2,909,374$1,454,687$0201220182024YearValue
$2,909,374Latest year 2024

Participants Over Time

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

34170201220182024YearValue
34Latest 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
2024234$2,909,374$420,671$12,373iApproximate average salary by contribution assumption: employee only about $309,317 at 4% or $206,211 at 6%; with 50% employer match about $206,211 at 4% or $137,474 at 6%; with 100% employer match about $154,658 at 4% or $103,106 at 6%.
JACOB E KOCH DDS PC CASH BALANCE PLAN-31$1,659,840$295,995$9,548iApproximate average salary by contribution assumption: employee only about $238,706 at 4% or $159,137 at 6%; with 50% employer match about $159,137 at 4% or $106,091 at 6%; with 100% employer match about $119,353 at 4% or $79,569 at 6%.
Jacob E Koch Dds PC 401(K) Plan-34$1,249,534$124,676$3,667iApproximate average salary by contribution assumption: employee only about $91,674 at 4% or $61,116 at 6%; with 50% employer match about $61,116 at 4% or $40,744 at 6%; with 100% employer match about $45,837 at 4% or $30,558 at 6%.
2023229$2,423,433$411,135$14,177iApproximate average salary by contribution assumption: employee only about $354,427 at 4% or $236,284 at 6%; with 50% employer match about $236,284 at 4% or $157,523 at 6%; with 100% employer match about $177,213 at 4% or $118,142 at 6%.
JACOB E KOCH DDS PC CASH BALANCE PLAN-27$1,309,296$254,203$9,415iApproximate average salary by contribution assumption: employee only about $235,373 at 4% or $156,915 at 6%; with 50% employer match about $156,915 at 4% or $104,610 at 6%; with 100% employer match about $117,687 at 4% or $78,458 at 6%.
Jacob E Koch Dds PC 401(K) Plan-29$1,114,137$156,932$5,411iApproximate average salary by contribution assumption: employee only about $135,286 at 4% or $90,191 at 6%; with 50% employer match about $90,191 at 4% or $60,127 at 6%; with 100% employer match about $67,643 at 4% or $45,095 at 6%.
2022223$1,808,571$395,366$17,190iApproximate average salary by contribution assumption: employee only about $429,746 at 4% or $286,497 at 6%; with 50% employer match about $286,497 at 4% or $190,998 at 6%; with 100% employer match about $214,873 at 4% or $143,249 at 6%.
JACOB E KOCH DDS PC CASH BALANCE PLAN-23$941,533$250,794$10,904iApproximate average salary by contribution assumption: employee only about $272,602 at 4% or $181,735 at 6%; with 50% employer match about $181,735 at 4% or $121,157 at 6%; with 100% employer match about $136,301 at 4% or $90,867 at 6%.
Jacob E Koch Dds PC 401(K) Plan-23$867,038$144,572$6,286iApproximate average salary by contribution assumption: employee only about $157,143 at 4% or $104,762 at 6%; with 50% employer match about $104,762 at 4% or $69,842 at 6%; with 100% employer match about $78,572 at 4% or $52,381 at 6%.
2021221$1,646,420$420,593$20,028iApproximate average salary by contribution assumption: employee only about $500,706 at 4% or $333,804 at 6%; with 50% employer match about $333,804 at 4% or $222,536 at 6%; with 100% employer match about $250,353 at 4% or $166,902 at 6%.
Jacob E Koch Dds PC 401(K) Plan-21$861,639$128,056$6,098iApproximate average salary by contribution assumption: employee only about $152,448 at 4% or $101,632 at 6%; with 50% employer match about $101,632 at 4% or $67,754 at 6%; with 100% employer match about $76,224 at 4% or $50,816 at 6%.
JACOB E KOCH DDS PC CASH BALANCE PLAN-16$784,781$292,537$18,284iApproximate average salary by contribution assumption: employee only about $457,089 at 4% or $304,726 at 6%; with 50% employer match about $304,726 at 4% or $203,151 at 6%; with 100% employer match about $228,545 at 4% or $152,363 at 6%.
2020217$1,113,975$445,199$26,188iApproximate average salary by contribution assumption: employee only about $654,704 at 4% or $436,470 at 6%; with 50% employer match about $436,470 at 4% or $290,980 at 6%; with 100% employer match about $327,352 at 4% or $218,235 at 6%.
Jacob E Koch Dds PC 401(K) Plan-17$616,390$110,199$6,482iApproximate average salary by contribution assumption: employee only about $162,057 at 4% or $108,038 at 6%; with 50% employer match about $108,038 at 4% or $72,025 at 6%; with 100% employer match about $81,029 at 4% or $54,019 at 6%.
JACOB E KOCH DDS PC CASH BALANCE PLAN-13$497,585$335,000$25,769iApproximate average salary by contribution assumption: employee only about $644,231 at 4% or $429,487 at 6%; with 50% employer match about $429,487 at 4% or $286,325 at 6%; with 100% employer match about $322,115 at 4% or $214,744 at 6%.
2019217$586,602$280,074$16,475iApproximate average salary by contribution assumption: employee only about $411,874 at 4% or $274,582 at 6%; with 50% employer match about $274,582 at 4% or $183,055 at 6%; with 100% employer match about $205,937 at 4% or $137,291 at 6%.
Jacob E Koch Dds PC 401(K) Plan-17$455,921$150,074$8,828iApproximate average salary by contribution assumption: employee only about $220,697 at 4% or $147,131 at 6%; with 50% employer match about $147,131 at 4% or $98,088 at 6%; with 100% employer match about $110,349 at 4% or $73,566 at 6%.
JACOB E KOCH DDS PC CASH BALANCE PLAN-15$130,681$130,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
2018114$257,755$117,649$8,404iApproximate average salary by contribution assumption: employee only about $210,088 at 4% or $140,058 at 6%; with 50% employer match about $140,058 at 4% or $93,372 at 6%; with 100% employer match about $105,044 at 4% or $70,029 at 6%.
Jacob E Koch Dds PC 401(K) Plan-14$257,755$117,649$8,404iApproximate average salary by contribution assumption: employee only about $210,088 at 4% or $140,058 at 6%; with 50% employer match about $140,058 at 4% or $93,372 at 6%; with 100% employer match about $105,044 at 4% or $70,029 at 6%.
2017112$220,124$68,122$5,677iApproximate average salary by contribution assumption: employee only about $141,921 at 4% or $94,614 at 6%; with 50% employer match about $94,614 at 4% or $63,076 at 6%; with 100% employer match about $70,960 at 4% or $47,307 at 6%.
Jacob E Koch Dds PC 401(K) Plan-12$220,124$68,122$5,677iApproximate average salary by contribution assumption: employee only about $141,921 at 4% or $94,614 at 6%; with 50% employer match about $94,614 at 4% or $63,076 at 6%; with 100% employer match about $70,960 at 4% or $47,307 at 6%.
2016110$128,323$5,219$522iApproximate average salary by contribution assumption: employee only about $13,048 at 4% or $8,698 at 6%; with 50% employer match about $8,698 at 4% or $5,799 at 6%; with 100% employer match about $6,524 at 4% or $4,349 at 6%.
Jacob E Koch Dds PC 401(K) Plan-10$128,323$5,219$522iApproximate average salary by contribution assumption: employee only about $13,048 at 4% or $8,698 at 6%; with 50% employer match about $8,698 at 4% or $5,799 at 6%; with 100% employer match about $6,524 at 4% or $4,349 at 6%.
2015112$140,646$27,454$2,288iApproximate average salary by contribution assumption: employee only about $57,196 at 4% or $38,131 at 6%; with 50% employer match about $38,131 at 4% or $25,420 at 6%; with 100% employer match about $28,598 at 4% or $19,065 at 6%.
Jacob E Koch Dds PC 401(K) Plan-12$140,646$27,454$2,288iApproximate average salary by contribution assumption: employee only about $57,196 at 4% or $38,131 at 6%; with 50% employer match about $38,131 at 4% or $25,420 at 6%; with 100% employer match about $28,598 at 4% or $19,065 at 6%.
2014111$118,226$14,417$1,311iApproximate average salary by contribution assumption: employee only about $32,766 at 4% or $21,844 at 6%; with 50% employer match about $21,844 at 4% or $14,563 at 6%; with 100% employer match about $16,383 at 4% or $10,922 at 6%.
Jacob E Koch Dds PC 401(K) Plan-11$118,226$14,417$1,311iApproximate average salary by contribution assumption: employee only about $32,766 at 4% or $21,844 at 6%; with 50% employer match about $21,844 at 4% or $14,563 at 6%; with 100% employer match about $16,383 at 4% or $10,922 at 6%.
201318$97,736$14,110$1,764iApproximate average salary by contribution assumption: employee only about $44,094 at 4% or $29,396 at 6%; with 50% employer match about $29,396 at 4% or $19,597 at 6%; with 100% employer match about $22,047 at 4% or $14,698 at 6%.
Jacob E Koch Dds PC 401(K) Plan-8$97,736$14,110$1,764iApproximate average salary by contribution assumption: employee only about $44,094 at 4% or $29,396 at 6%; with 50% employer match about $29,396 at 4% or $19,597 at 6%; with 100% employer match about $22,047 at 4% or $14,698 at 6%.
2012110$73,469$71,435$7,144iApproximate average salary by contribution assumption: employee only about $178,588 at 4% or $119,058 at 6%; with 50% employer match about $119,058 at 4% or $79,372 at 6%; with 100% employer match about $89,294 at 4% or $59,529 at 6%.
Jacob E Koch Dds PC 401(K) Plan-10$73,469$71,435$7,144iApproximate average salary by contribution assumption: employee only about $178,588 at 4% or $119,058 at 6%; with 50% employer match about $119,058 at 4% or $79,372 at 6%; with 100% employer match about $89,294 at 4% or $59,529 at 6%.