Orthodontic Experts Ltd.
Plan context: ORTHODONTIC EXPERTS, LTD. 401(K) PLAN
EIN 46-1204490 • Mount Prospect, IL • 10 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
30
2019 Assets
$841,501
2019 Contributions
$137,658
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 30 | $841,501 | $137,658 | $4,589iApproximate average salary by contribution assumption: employee only about $114,715 at 4% or $76,477 at 6%; with 50% employer match about $76,477 at 4% or $50,984 at 6%; with 100% employer match about $57,358 at 4% or $38,238 at 6%. |
| ORTHODONTIC EXPERTS, LTD. 401(K) PLAN | - | 30 | $841,501 | $137,658 | $4,589iApproximate average salary by contribution assumption: employee only about $114,715 at 4% or $76,477 at 6%; with 50% employer match about $76,477 at 4% or $50,984 at 6%; with 100% employer match about $57,358 at 4% or $38,238 at 6%. |
| 2018 | 1 | 26 | $578,462 | $74,536 | $2,867iApproximate average salary by contribution assumption: employee only about $71,669 at 4% or $47,779 at 6%; with 50% employer match about $47,779 at 4% or $31,853 at 6%; with 100% employer match about $35,835 at 4% or $23,890 at 6%. |
| ORTHODONTIC EXPERTS, LTD. 401(K) PLAN | - | 26 | $578,462 | $74,536 | $2,867iApproximate average salary by contribution assumption: employee only about $71,669 at 4% or $47,779 at 6%; with 50% employer match about $47,779 at 4% or $31,853 at 6%; with 100% employer match about $35,835 at 4% or $23,890 at 6%. |
| 2017 | 1 | 16 | $543,336 | $205,547 | $12,847iApproximate average salary by contribution assumption: employee only about $321,167 at 4% or $214,111 at 6%; with 50% employer match about $214,111 at 4% or $142,741 at 6%; with 100% employer match about $160,584 at 4% or $107,056 at 6%. |
| ORTHODONTIC EXPERTS, LTD. 401(K) PLAN | - | 16 | $543,336 | $205,547 | $12,847iApproximate average salary by contribution assumption: employee only about $321,167 at 4% or $214,111 at 6%; with 50% employer match about $214,111 at 4% or $142,741 at 6%; with 100% employer match about $160,584 at 4% or $107,056 at 6%. |
| 2016 | 2 | 14 | $258,582 | $90,839 | $6,489iApproximate average salary by contribution assumption: employee only about $162,213 at 4% or $108,142 at 6%; with 50% employer match about $108,142 at 4% or $72,094 at 6%; with 100% employer match about $81,106 at 4% or $54,071 at 6%. |
| ORTHODONTIC EXPERTS, LTD. 401(K) PLAN | - | 14 | $258,582 | $90,839 | $6,489iApproximate average salary by contribution assumption: employee only about $162,213 at 4% or $108,142 at 6%; with 50% employer match about $108,142 at 4% or $72,094 at 6%; with 100% employer match about $81,106 at 4% or $54,071 at 6%. |
| Orthodontic Experts Ltd.. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2015 | 2 | 7 | $293,325 | $127,871 | $18,267iApproximate average salary by contribution assumption: employee only about $456,682 at 4% or $304,455 at 6%; with 50% employer match about $304,455 at 4% or $202,970 at 6%; with 100% employer match about $228,341 at 4% or $152,227 at 6%. |
| ORTHODONTIC EXPERTS, LTD. 401(K) PLAN | - | 7 | $154,817 | $56,194 | $8,028iApproximate average salary by contribution assumption: employee only about $200,693 at 4% or $133,795 at 6%; with 50% employer match about $133,795 at 4% or $89,197 at 6%; with 100% employer match about $100,346 at 4% or $66,898 at 6%. |
| Orthodontic Experts Ltd.. Cash Balance Plan | - | 7 | $138,508 | $71,677 | $10,240iApproximate average salary by contribution assumption: employee only about $255,989 at 4% or $170,660 at 6%; with 50% employer match about $170,660 at 4% or $113,773 at 6%; with 100% employer match about $127,995 at 4% or $85,330 at 6%. |
| 2014 | 2 | 3 | $167,400 | $121,101 | $40,367iApproximate average salary by contribution assumption: employee only about $1,009,175 at 4% or $672,783 at 6%; with 50% employer match about $672,783 at 4% or $448,522 at 6%; with 100% employer match about $504,588 at 4% or $336,392 at 6%. |
| ORTHODONTIC EXPERTS, LTD. 401(K) PLAN | - | 3 | $99,282 | $52,983 | $17,661iApproximate average salary by contribution assumption: employee only about $441,525 at 4% or $294,350 at 6%; with 50% employer match about $294,350 at 4% or $196,233 at 6%; with 100% employer match about $220,763 at 4% or $147,175 at 6%. |
| Orthodontic Experts Ltd.. Cash Balance Plan | - | 3 | $68,118 | $68,118 | $22,706iApproximate average salary by contribution assumption: employee only about $567,650 at 4% or $378,433 at 6%; with 50% employer match about $378,433 at 4% or $252,289 at 6%; with 100% employer match about $283,825 at 4% or $189,217 at 6%. |
| 2013 | 1 | 1 | $43,750 | $43,750 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| ORTHODONTIC EXPERTS, LTD. 401(K) PLAN | - | 1 | $43,750 | $43,750 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |