Civic Intelligence

SHELDON A. BATES, DMD, PLLC DBA BATES ORTHODONTICS

Plan context: BATES ORTHODONTICS 401(K) PLAN & TRUST

EIN 45-5575931 • Richmond, VA • 12 filings • 2 plans

3800 Stillman Parkway, Suite 101Richmond, VA 23233
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,103,041

2025 Contributions

$163,585

Historical Graphs

Total Assets Over Time

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

$1,103,041$551,521$0201420202025YearValue
$1,103,041Latest year 2025

Participants Over Time

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

630201420202025YearValue
6Latest year 2025

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
202516$1,103,041$163,585$27,264iApproximate average salary by contribution assumption: employee only about $681,604 at 4% or $454,403 at 6%; with 50% employer match about $454,403 at 4% or $302,935 at 6%; with 100% employer match about $340,802 at 4% or $227,201 at 6%.
BATES ORTHODONTICS 401(K) PLAN & TRUST-6$1,103,041$163,585$27,264iApproximate average salary by contribution assumption: employee only about $681,604 at 4% or $454,403 at 6%; with 50% employer match about $454,403 at 4% or $302,935 at 6%; with 100% employer match about $340,802 at 4% or $227,201 at 6%.
202416$775,296$76,124$12,687iApproximate average salary by contribution assumption: employee only about $317,183 at 4% or $211,456 at 6%; with 50% employer match about $211,456 at 4% or $140,970 at 6%; with 100% employer match about $158,592 at 4% or $105,728 at 6%.
BATES ORTHODONTICS 401(K) PLAN & TRUST-6$775,296$76,124$12,687iApproximate average salary by contribution assumption: employee only about $317,183 at 4% or $211,456 at 6%; with 50% employer match about $211,456 at 4% or $140,970 at 6%; with 100% employer match about $158,592 at 4% or $105,728 at 6%.
202314$605,854$63,732$15,933iApproximate average salary by contribution assumption: employee only about $398,325 at 4% or $265,550 at 6%; with 50% employer match about $265,550 at 4% or $177,033 at 6%; with 100% employer match about $199,163 at 4% or $132,775 at 6%.
BATES ORTHODONTICS 401(K) PLAN & TRUST-4$605,854$63,732$15,933iApproximate average salary by contribution assumption: employee only about $398,325 at 4% or $265,550 at 6%; with 50% employer match about $265,550 at 4% or $177,033 at 6%; with 100% employer match about $199,163 at 4% or $132,775 at 6%.
202214$446,353$80,374$20,094iApproximate average salary by contribution assumption: employee only about $502,338 at 4% or $334,892 at 6%; with 50% employer match about $334,892 at 4% or $223,261 at 6%; with 100% employer match about $251,169 at 4% or $167,446 at 6%.
BATES ORTHODONTICS 401(K) PLAN & TRUST-4$446,353$80,374$20,094iApproximate average salary by contribution assumption: employee only about $502,338 at 4% or $334,892 at 6%; with 50% employer match about $334,892 at 4% or $223,261 at 6%; with 100% employer match about $251,169 at 4% or $167,446 at 6%.
202113$451,519$57,698$19,233iApproximate average salary by contribution assumption: employee only about $480,817 at 4% or $320,544 at 6%; with 50% employer match about $320,544 at 4% or $213,696 at 6%; with 100% employer match about $240,408 at 4% or $160,272 at 6%.
BATES ORTHODONTICS 401(K) PLAN & TRUST-3$451,519$57,698$19,233iApproximate average salary by contribution assumption: employee only about $480,817 at 4% or $320,544 at 6%; with 50% employer match about $320,544 at 4% or $213,696 at 6%; with 100% employer match about $240,408 at 4% or $160,272 at 6%.
202013$335,882$49,107$16,369iApproximate average salary by contribution assumption: employee only about $409,225 at 4% or $272,817 at 6%; with 50% employer match about $272,817 at 4% or $181,878 at 6%; with 100% employer match about $204,613 at 4% or $136,408 at 6%.
BATES ORTHODONTICS 401(K) PLAN & TRUST-3$335,882$49,107$16,369iApproximate average salary by contribution assumption: employee only about $409,225 at 4% or $272,817 at 6%; with 50% employer match about $272,817 at 4% or $181,878 at 6%; with 100% employer match about $204,613 at 4% or $136,408 at 6%.
201913$236,978$47,828$15,943iApproximate average salary by contribution assumption: employee only about $398,567 at 4% or $265,711 at 6%; with 50% employer match about $265,711 at 4% or $177,141 at 6%; with 100% employer match about $199,283 at 4% or $132,856 at 6%.
BATES ORTHODONTICS 401(K) PLAN & TRUST-3$236,978$47,828$15,943iApproximate average salary by contribution assumption: employee only about $398,567 at 4% or $265,711 at 6%; with 50% employer match about $265,711 at 4% or $177,141 at 6%; with 100% employer match about $199,283 at 4% or $132,856 at 6%.
201812$147,669$44,055$22,028iApproximate average salary by contribution assumption: employee only about $550,688 at 4% or $367,125 at 6%; with 50% employer match about $367,125 at 4% or $244,750 at 6%; with 100% employer match about $275,344 at 4% or $183,563 at 6%.
BATES ORTHODONTICS 401K PLAN & TRUST-2$147,669$44,055$22,028iApproximate average salary by contribution assumption: employee only about $550,688 at 4% or $367,125 at 6%; with 50% employer match about $367,125 at 4% or $244,750 at 6%; with 100% employer match about $275,344 at 4% or $183,563 at 6%.
201712$115,769$41,778$20,889iApproximate average salary by contribution assumption: employee only about $522,225 at 4% or $348,150 at 6%; with 50% employer match about $348,150 at 4% or $232,100 at 6%; with 100% employer match about $261,113 at 4% or $174,075 at 6%.
BATES ORTHODONTICS 401K PLAN & TRUST-2$115,769$41,778$20,889iApproximate average salary by contribution assumption: employee only about $522,225 at 4% or $348,150 at 6%; with 50% employer match about $348,150 at 4% or $232,100 at 6%; with 100% employer match about $261,113 at 4% or $174,075 at 6%.
201611$62,683$19,363$19,363iApproximate average salary by contribution assumption: employee only about $484,075 at 4% or $322,717 at 6%; with 50% employer match about $322,717 at 4% or $215,144 at 6%; with 100% employer match about $242,038 at 4% or $161,358 at 6%.
BATES ORTHODONTICS 401K PLAN & TRUST-1$62,683$19,363$19,363iApproximate average salary by contribution assumption: employee only about $484,075 at 4% or $322,717 at 6%; with 50% employer match about $322,717 at 4% or $215,144 at 6%; with 100% employer match about $242,038 at 4% or $161,358 at 6%.
201511$41,102$21,853$21,853iApproximate average salary by contribution assumption: employee only about $546,325 at 4% or $364,217 at 6%; with 50% employer match about $364,217 at 4% or $242,811 at 6%; with 100% employer match about $273,163 at 4% or $182,108 at 6%.
BATES ORTHODONTICS 401K PLAN & TRUST-1$41,102$21,853$21,853iApproximate average salary by contribution assumption: employee only about $546,325 at 4% or $364,217 at 6%; with 50% employer match about $364,217 at 4% or $242,811 at 6%; with 100% employer match about $273,163 at 4% or $182,108 at 6%.
201411$19,617$19,529$19,529iApproximate average salary by contribution assumption: employee only about $488,225 at 4% or $325,483 at 6%; with 50% employer match about $325,483 at 4% or $216,989 at 6%; with 100% employer match about $244,113 at 4% or $162,742 at 6%.
BATES ORTHODONTICS 401K PLAN & TRUST-1$19,617$19,529$19,529iApproximate average salary by contribution assumption: employee only about $488,225 at 4% or $325,483 at 6%; with 50% employer match about $325,483 at 4% or $216,989 at 6%; with 100% employer match about $244,113 at 4% or $162,742 at 6%.