Civic Intelligence

Marshall Orthodontics PC.

Plan context: Marshall Orthodontics PC. 401(K) Profit Sharing Plan

EIN 45-2768874 • Great Falls, MT • 15 filings • 2 plans

2525 6th Ave SGreat Falls, MT 59405
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,083,735

2024 Contributions

$258,897

Historical Graphs

Total Assets Over Time

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

$2,083,735$1,041,868$0201220182024YearValue
$2,083,735Latest 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
18Latest 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
2024218$2,083,735$258,897$14,383iApproximate average salary by contribution assumption: employee only about $359,579 at 4% or $239,719 at 6%; with 50% employer match about $239,719 at 4% or $159,813 at 6%; with 100% employer match about $179,790 at 4% or $119,860 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-18$1,859,037$129,746$7,208iApproximate average salary by contribution assumption: employee only about $180,203 at 4% or $120,135 at 6%; with 50% employer match about $120,135 at 4% or $80,090 at 6%; with 100% employer match about $90,101 at 4% or $60,068 at 6%.
MARSHALL ORTHODONTICS, P.C. CASH BALANCE PLAN-14$224,698$129,151$9,225iApproximate average salary by contribution assumption: employee only about $230,627 at 4% or $153,751 at 6%; with 50% employer match about $153,751 at 4% or $102,501 at 6%; with 100% employer match about $115,313 at 4% or $76,876 at 6%.
2023218$1,673,058$231,127$12,840iApproximate average salary by contribution assumption: employee only about $321,010 at 4% or $214,006 at 6%; with 50% employer match about $214,006 at 4% or $142,671 at 6%; with 100% employer match about $160,505 at 4% or $107,003 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-18$1,579,465$137,534$7,641iApproximate average salary by contribution assumption: employee only about $191,019 at 4% or $127,346 at 6%; with 50% employer match about $127,346 at 4% or $84,898 at 6%; with 100% employer match about $95,510 at 4% or $63,673 at 6%.
MARSHALL ORTHODONTICS, P.C. CASH BALANCE PLAN-18$93,593$93,593$5,200iApproximate average salary by contribution assumption: employee only about $129,990 at 4% or $86,660 at 6%; with 50% employer match about $86,660 at 4% or $57,773 at 6%; with 100% employer match about $64,995 at 4% or $43,330 at 6%.
2022118$1,246,607$108,079$6,004iApproximate average salary by contribution assumption: employee only about $150,110 at 4% or $100,073 at 6%; with 50% employer match about $100,073 at 4% or $66,715 at 6%; with 100% employer match about $75,055 at 4% or $50,037 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-18$1,246,607$108,079$6,004iApproximate average salary by contribution assumption: employee only about $150,110 at 4% or $100,073 at 6%; with 50% employer match about $100,073 at 4% or $66,715 at 6%; with 100% employer match about $75,055 at 4% or $50,037 at 6%.
2021114$1,358,777$89,973$6,427iApproximate average salary by contribution assumption: employee only about $160,666 at 4% or $107,111 at 6%; with 50% employer match about $107,111 at 4% or $71,407 at 6%; with 100% employer match about $80,333 at 4% or $53,555 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-14$1,358,777$89,973$6,427iApproximate average salary by contribution assumption: employee only about $160,666 at 4% or $107,111 at 6%; with 50% employer match about $107,111 at 4% or $71,407 at 6%; with 100% employer match about $80,333 at 4% or $53,555 at 6%.
2020115$1,149,119$102,359$6,824iApproximate average salary by contribution assumption: employee only about $170,598 at 4% or $113,732 at 6%; with 50% employer match about $113,732 at 4% or $75,821 at 6%; with 100% employer match about $85,299 at 4% or $56,866 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-15$1,149,119$102,359$6,824iApproximate average salary by contribution assumption: employee only about $170,598 at 4% or $113,732 at 6%; with 50% employer match about $113,732 at 4% or $75,821 at 6%; with 100% employer match about $85,299 at 4% or $56,866 at 6%.
2019114$932,550$103,976$7,427iApproximate average salary by contribution assumption: employee only about $185,671 at 4% or $123,781 at 6%; with 50% employer match about $123,781 at 4% or $82,521 at 6%; with 100% employer match about $92,836 at 4% or $61,890 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-14$932,550$103,976$7,427iApproximate average salary by contribution assumption: employee only about $185,671 at 4% or $123,781 at 6%; with 50% employer match about $123,781 at 4% or $82,521 at 6%; with 100% employer match about $92,836 at 4% or $61,890 at 6%.
2018113$693,534$108,183$8,322iApproximate average salary by contribution assumption: employee only about $208,044 at 4% or $138,696 at 6%; with 50% employer match about $138,696 at 4% or $92,464 at 6%; with 100% employer match about $104,022 at 4% or $69,348 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-13$693,534$108,183$8,322iApproximate average salary by contribution assumption: employee only about $208,044 at 4% or $138,696 at 6%; with 50% employer match about $138,696 at 4% or $92,464 at 6%; with 100% employer match about $104,022 at 4% or $69,348 at 6%.
2017113$647,093$102,973$7,921iApproximate average salary by contribution assumption: employee only about $198,025 at 4% or $132,017 at 6%; with 50% employer match about $132,017 at 4% or $88,011 at 6%; with 100% employer match about $99,013 at 4% or $66,008 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-13$647,093$102,973$7,921iApproximate average salary by contribution assumption: employee only about $198,025 at 4% or $132,017 at 6%; with 50% employer match about $132,017 at 4% or $88,011 at 6%; with 100% employer match about $99,013 at 4% or $66,008 at 6%.
2016110$456,892$95,331$9,533iApproximate average salary by contribution assumption: employee only about $238,328 at 4% or $158,885 at 6%; with 50% employer match about $158,885 at 4% or $105,923 at 6%; with 100% employer match about $119,164 at 4% or $79,443 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-10$456,892$95,331$9,533iApproximate average salary by contribution assumption: employee only about $238,328 at 4% or $158,885 at 6%; with 50% employer match about $158,885 at 4% or $105,923 at 6%; with 100% employer match about $119,164 at 4% or $79,443 at 6%.
201518$331,719$89,953$11,244iApproximate average salary by contribution assumption: employee only about $281,103 at 4% or $187,402 at 6%; with 50% employer match about $187,402 at 4% or $124,935 at 6%; with 100% employer match about $140,552 at 4% or $93,701 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-8$331,719$89,953$11,244iApproximate average salary by contribution assumption: employee only about $281,103 at 4% or $187,402 at 6%; with 50% employer match about $187,402 at 4% or $124,935 at 6%; with 100% employer match about $140,552 at 4% or $93,701 at 6%.
201417$255,507$88,803$12,686iApproximate average salary by contribution assumption: employee only about $317,154 at 4% or $211,436 at 6%; with 50% employer match about $211,436 at 4% or $140,957 at 6%; with 100% employer match about $158,577 at 4% or $105,718 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-7$255,507$88,803$12,686iApproximate average salary by contribution assumption: employee only about $317,154 at 4% or $211,436 at 6%; with 50% employer match about $211,436 at 4% or $140,957 at 6%; with 100% employer match about $158,577 at 4% or $105,718 at 6%.
201317$161,947$87,262$12,466iApproximate average salary by contribution assumption: employee only about $311,650 at 4% or $207,767 at 6%; with 50% employer match about $207,767 at 4% or $138,511 at 6%; with 100% employer match about $155,825 at 4% or $103,883 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-7$161,947$87,262$12,466iApproximate average salary by contribution assumption: employee only about $311,650 at 4% or $207,767 at 6%; with 50% employer match about $207,767 at 4% or $138,511 at 6%; with 100% employer match about $155,825 at 4% or $103,883 at 6%.
201214$59,818$59,101$14,775iApproximate average salary by contribution assumption: employee only about $369,381 at 4% or $246,254 at 6%; with 50% employer match about $246,254 at 4% or $164,169 at 6%; with 100% employer match about $184,691 at 4% or $123,127 at 6%.
Marshall Orthodontics PC. 401(K) Profit Sharing Plan-4$59,818$59,101$14,775iApproximate average salary by contribution assumption: employee only about $369,381 at 4% or $246,254 at 6%; with 50% employer match about $246,254 at 4% or $164,169 at 6%; with 100% employer match about $184,691 at 4% or $123,127 at 6%.