Civic Intelligence

Go Orthodontics Partnership

Plan context: Go Orthodontics Retirement Plan & Trust

EIN 45-5104505 • Oxford, MS • 25 filings • 2 plans

2408 South Lamar Blvd.Suite 2Oxford, MS 38655
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$9,415,928

2024 Contributions

$1,188,672

Historical Graphs

Total Assets Over Time

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

$9,415,928$4,707,964$0201220182024YearValue
$9,415,928Latest year 2024

Participants Over Time

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

66330201220182024YearValue
66Latest 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
2024266$9,415,928$1,188,672$18,010iApproximate average salary by contribution assumption: employee only about $450,255 at 4% or $300,170 at 6%; with 50% employer match about $300,170 at 4% or $200,113 at 6%; with 100% employer match about $225,127 at 4% or $150,085 at 6%.
Go Orthodontics Retirement Plan & Trust-66$6,222,491$405,804$6,149iApproximate average salary by contribution assumption: employee only about $153,714 at 4% or $102,476 at 6%; with 50% employer match about $102,476 at 4% or $68,317 at 6%; with 100% employer match about $76,857 at 4% or $51,238 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-48$3,193,437$782,868$16,310iApproximate average salary by contribution assumption: employee only about $407,744 at 4% or $271,829 at 6%; with 50% employer match about $271,829 at 4% or $181,219 at 6%; with 100% employer match about $203,872 at 4% or $135,915 at 6%.
2023261$7,757,171$518,806$8,505iApproximate average salary by contribution assumption: employee only about $212,625 at 4% or $141,750 at 6%; with 50% employer match about $141,750 at 4% or $94,500 at 6%; with 100% employer match about $106,313 at 4% or $70,875 at 6%.
Go Orthodontics Retirement Plan & Trust-61$5,479,789$328,806$5,390iApproximate average salary by contribution assumption: employee only about $134,757 at 4% or $89,838 at 6%; with 50% employer match about $89,838 at 4% or $59,892 at 6%; with 100% employer match about $67,378 at 4% or $44,919 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-49$2,277,382$190,000$3,878iApproximate average salary by contribution assumption: employee only about $96,939 at 4% or $64,626 at 6%; with 50% employer match about $64,626 at 4% or $43,084 at 6%; with 100% employer match about $48,469 at 4% or $32,313 at 6%.
2022247$6,330,888$609,661$12,972iApproximate average salary by contribution assumption: employee only about $324,288 at 4% or $216,192 at 6%; with 50% employer match about $216,192 at 4% or $144,128 at 6%; with 100% employer match about $162,144 at 4% or $108,096 at 6%.
Go Orthodontics Retirement Plan & Trust-39$4,506,554$384,661$9,863iApproximate average salary by contribution assumption: employee only about $246,578 at 4% or $164,385 at 6%; with 50% employer match about $164,385 at 4% or $109,590 at 6%; with 100% employer match about $123,289 at 4% or $82,193 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-47$1,824,334$225,000$4,787iApproximate average salary by contribution assumption: employee only about $119,681 at 4% or $79,787 at 6%; with 50% employer match about $79,787 at 4% or $53,191 at 6%; with 100% employer match about $59,840 at 4% or $39,894 at 6%.
2021244$6,742,575$549,029$12,478iApproximate average salary by contribution assumption: employee only about $311,948 at 4% or $207,966 at 6%; with 50% employer match about $207,966 at 4% or $138,644 at 6%; with 100% employer match about $155,974 at 4% or $103,983 at 6%.
Go Orthodontics Retirement Plan & Trust-40$4,879,378$324,029$8,101iApproximate average salary by contribution assumption: employee only about $202,518 at 4% or $135,012 at 6%; with 50% employer match about $135,012 at 4% or $90,008 at 6%; with 100% employer match about $101,259 at 4% or $67,506 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-44$1,863,197$225,000$5,114iApproximate average salary by contribution assumption: employee only about $127,841 at 4% or $85,227 at 6%; with 50% employer match about $85,227 at 4% or $56,818 at 6%; with 100% employer match about $63,920 at 4% or $42,614 at 6%.
2020244$5,360,659$497,265$11,301iApproximate average salary by contribution assumption: employee only about $282,537 at 4% or $188,358 at 6%; with 50% employer match about $188,358 at 4% or $125,572 at 6%; with 100% employer match about $141,268 at 4% or $94,179 at 6%.
Go Orthodontics Retirement Plan & Trust-38$3,909,370$272,265$7,165iApproximate average salary by contribution assumption: employee only about $179,122 at 4% or $119,414 at 6%; with 50% employer match about $119,414 at 4% or $79,610 at 6%; with 100% employer match about $89,561 at 4% or $59,707 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-44$1,451,289$225,000$5,114iApproximate average salary by contribution assumption: employee only about $127,841 at 4% or $85,227 at 6%; with 50% employer match about $85,227 at 4% or $56,818 at 6%; with 100% employer match about $63,920 at 4% or $42,614 at 6%.
2019241$4,346,133$454,033$11,074iApproximate average salary by contribution assumption: employee only about $276,849 at 4% or $184,566 at 6%; with 50% employer match about $184,566 at 4% or $123,044 at 6%; with 100% employer match about $138,425 at 4% or $92,283 at 6%.
Go Orthodontics Retirement Plan & Trust-35$3,242,227$234,033$6,687iApproximate average salary by contribution assumption: employee only about $167,166 at 4% or $111,444 at 6%; with 50% employer match about $111,444 at 4% or $74,296 at 6%; with 100% employer match about $83,583 at 4% or $55,722 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-41$1,103,906$220,000$5,366iApproximate average salary by contribution assumption: employee only about $134,146 at 4% or $89,431 at 6%; with 50% employer match about $89,431 at 4% or $59,621 at 6%; with 100% employer match about $67,073 at 4% or $44,715 at 6%.
2018234$3,309,133$446,721$13,139iApproximate average salary by contribution assumption: employee only about $328,471 at 4% or $218,981 at 6%; with 50% employer match about $218,981 at 4% or $145,987 at 6%; with 100% employer match about $164,236 at 4% or $109,490 at 6%.
Go Orthodontics Retirement Plan & Trust-31$2,520,789$211,721$6,830iApproximate average salary by contribution assumption: employee only about $170,743 at 4% or $113,828 at 6%; with 50% employer match about $113,828 at 4% or $75,886 at 6%; with 100% employer match about $85,371 at 4% or $56,914 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-34$788,344$235,000$6,912iApproximate average salary by contribution assumption: employee only about $172,794 at 4% or $115,196 at 6%; with 50% employer match about $115,196 at 4% or $76,797 at 6%; with 100% employer match about $86,397 at 4% or $57,598 at 6%.
2017234$3,258,006$400,801$11,788iApproximate average salary by contribution assumption: employee only about $294,707 at 4% or $196,471 at 6%; with 50% employer match about $196,471 at 4% or $130,981 at 6%; with 100% employer match about $147,353 at 4% or $98,236 at 6%.
Go Orthodontics Retirement Plan & Trust-33$2,662,437$224,801$6,812iApproximate average salary by contribution assumption: employee only about $170,304 at 4% or $113,536 at 6%; with 50% employer match about $113,536 at 4% or $75,691 at 6%; with 100% employer match about $85,152 at 4% or $56,768 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-34$595,569$176,000$5,176iApproximate average salary by contribution assumption: employee only about $129,412 at 4% or $86,275 at 6%; with 50% employer match about $86,275 at 4% or $57,516 at 6%; with 100% employer match about $64,706 at 4% or $43,137 at 6%.
2016231$2,505,168$298,277$9,622iApproximate average salary by contribution assumption: employee only about $240,546 at 4% or $160,364 at 6%; with 50% employer match about $160,364 at 4% or $106,909 at 6%; with 100% employer match about $120,273 at 4% or $80,182 at 6%.
Go Orthodontics Retirement Plan & Trust-28$2,108,889$185,277$6,617iApproximate average salary by contribution assumption: employee only about $165,426 at 4% or $110,284 at 6%; with 50% employer match about $110,284 at 4% or $73,523 at 6%; with 100% employer match about $82,713 at 4% or $55,142 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-31$396,279$113,000$3,645iApproximate average salary by contribution assumption: employee only about $91,129 at 4% or $60,753 at 6%; with 50% employer match about $60,753 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,376 at 6%.
2015227$2,247,871$260,879$9,662iApproximate average salary by contribution assumption: employee only about $241,555 at 4% or $161,036 at 6%; with 50% employer match about $161,036 at 4% or $107,358 at 6%; with 100% employer match about $120,777 at 4% or $80,518 at 6%.
Go Orthodontics Retirement Plan & Trust-27$1,961,862$157,892$5,848iApproximate average salary by contribution assumption: employee only about $146,196 at 4% or $97,464 at 6%; with 50% employer match about $97,464 at 4% or $64,976 at 6%; with 100% employer match about $73,098 at 4% or $48,732 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-27$286,009$102,987$3,814iApproximate average salary by contribution assumption: employee only about $95,358 at 4% or $63,572 at 6%; with 50% employer match about $63,572 at 4% or $42,381 at 6%; with 100% employer match about $47,679 at 4% or $31,786 at 6%.
2014223$2,254,205$274,651$11,941iApproximate average salary by contribution assumption: employee only about $298,534 at 4% or $199,022 at 6%; with 50% employer match about $199,022 at 4% or $132,682 at 6%; with 100% employer match about $149,267 at 4% or $99,511 at 6%.
Go Orthodontics Retirement Plan & Trust-22$2,069,102$177,651$8,075iApproximate average salary by contribution assumption: employee only about $201,876 at 4% or $134,584 at 6%; with 50% employer match about $134,584 at 4% or $89,723 at 6%; with 100% employer match about $100,938 at 4% or $67,292 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-23$185,103$97,000$4,217iApproximate average salary by contribution assumption: employee only about $105,435 at 4% or $70,290 at 6%; with 50% employer match about $70,290 at 4% or $46,860 at 6%; with 100% employer match about $52,717 at 4% or $35,145 at 6%.
2013224$2,050,360$266,629$11,110iApproximate average salary by contribution assumption: employee only about $277,739 at 4% or $185,159 at 6%; with 50% employer match about $185,159 at 4% or $123,439 at 6%; with 100% employer match about $138,869 at 4% or $92,580 at 6%.
Go Orthodontics Retirement Plan & Trust-23$1,960,360$176,629$7,680iApproximate average salary by contribution assumption: employee only about $191,988 at 4% or $127,992 at 6%; with 50% employer match about $127,992 at 4% or $85,328 at 6%; with 100% employer match about $95,994 at 4% or $63,996 at 6%.
Go Orthodontics Defined Benefit Cash Balance Plan & Trust-24$90,000$90,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
2012119$1,467,490$387,403$20,390iApproximate average salary by contribution assumption: employee only about $509,741 at 4% or $339,827 at 6%; with 50% employer match about $339,827 at 4% or $226,551 at 6%; with 100% employer match about $254,870 at 4% or $169,914 at 6%.
Go Orthodontics Retirement Plan & Trust-19$1,467,490$387,403$20,390iApproximate average salary by contribution assumption: employee only about $509,741 at 4% or $339,827 at 6%; with 50% employer match about $339,827 at 4% or $226,551 at 6%; with 100% employer match about $254,870 at 4% or $169,914 at 6%.