RJ ORTHODONTICS, PC
Plan context: RJ ORTHODONTICS CASH BALANCE PLAN
EIN 46-1890243 • Austin, TX • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$870,742
2025 Contributions
$102
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $102 | - |
| RJ ORTHODONTICS CASH BALANCE PLAN | - | 0 | $0 | $102 | - |
| 2024 | 2 | 13 | $870,742 | $67,433 | $5,187iApproximate average salary by contribution assumption: employee only about $129,679 at 4% or $86,453 at 6%; with 50% employer match about $86,453 at 4% or $57,635 at 6%; with 100% employer match about $64,839 at 4% or $43,226 at 6%. |
| RJ ORTHODONTICS 401(K) PLAN | - | 13 | $505,728 | $64,573 | $4,967iApproximate average salary by contribution assumption: employee only about $124,179 at 4% or $82,786 at 6%; with 50% employer match about $82,786 at 4% or $55,191 at 6%; with 100% employer match about $62,089 at 4% or $41,393 at 6%. |
| RJ ORTHODONTICS CASH BALANCE PLAN | - | 5 | $365,014 | $2,860 | $572iApproximate average salary by contribution assumption: employee only about $14,300 at 4% or $9,533 at 6%; with 50% employer match about $9,533 at 4% or $6,356 at 6%; with 100% employer match about $7,150 at 4% or $4,767 at 6%. |
| 2023 | 2 | 13 | $716,904 | $74,043 | $5,696iApproximate average salary by contribution assumption: employee only about $142,390 at 4% or $94,927 at 6%; with 50% employer match about $94,927 at 4% or $63,285 at 6%; with 100% employer match about $71,195 at 4% or $47,463 at 6%. |
| RJ ORTHODONTICS 401(K) PLAN | - | 13 | $385,947 | $74,043 | $5,696iApproximate average salary by contribution assumption: employee only about $142,390 at 4% or $94,927 at 6%; with 50% employer match about $94,927 at 4% or $63,285 at 6%; with 100% employer match about $71,195 at 4% or $47,463 at 6%. |
| RJ ORTHODONTICS CASH BALANCE PLAN | - | 7 | $330,957 | $0 | - |
| 2022 | 2 | 11 | $551,672 | $180,948 | $16,450iApproximate average salary by contribution assumption: employee only about $411,245 at 4% or $274,164 at 6%; with 50% employer match about $274,164 at 4% or $182,776 at 6%; with 100% employer match about $205,623 at 4% or $137,082 at 6%. |
| RJ ORTHODONTICS CASH BALANCE PLAN | - | 7 | $295,062 | $112,235 | $16,034iApproximate average salary by contribution assumption: employee only about $400,839 at 4% or $267,226 at 6%; with 50% employer match about $267,226 at 4% or $178,151 at 6%; with 100% employer match about $200,420 at 4% or $133,613 at 6%. |
| RJ ORTHODONTICS 401(K) PLAN | - | 11 | $256,610 | $68,713 | $6,247iApproximate average salary by contribution assumption: employee only about $156,166 at 4% or $104,111 at 6%; with 50% employer match about $104,111 at 4% or $69,407 at 6%; with 100% employer match about $78,083 at 4% or $52,055 at 6%. |
| 2021 | 2 | 8 | $436,802 | $162,010 | $20,251iApproximate average salary by contribution assumption: employee only about $506,281 at 4% or $337,521 at 6%; with 50% employer match about $337,521 at 4% or $225,014 at 6%; with 100% employer match about $253,141 at 4% or $168,760 at 6%. |
| RJ ORTHODONTICS 401(K) PLAN | - | 8 | $227,938 | $57,869 | $7,234iApproximate average salary by contribution assumption: employee only about $180,841 at 4% or $120,560 at 6%; with 50% employer match about $120,560 at 4% or $80,374 at 6%; with 100% employer match about $90,420 at 4% or $60,280 at 6%. |
| RJ ORTHODONTICS CASH BALANCE PLAN | - | 7 | $208,864 | $104,141 | $14,877iApproximate average salary by contribution assumption: employee only about $371,932 at 4% or $247,955 at 6%; with 50% employer match about $247,955 at 4% or $165,303 at 6%; with 100% employer match about $185,966 at 4% or $123,977 at 6%. |
| 2020 | 2 | 5 | $243,734 | $176,125 | $35,225iApproximate average salary by contribution assumption: employee only about $880,625 at 4% or $587,083 at 6%; with 50% employer match about $587,083 at 4% or $391,389 at 6%; with 100% employer match about $440,313 at 4% or $293,542 at 6%. |
| RJ ORTHODONTICS 401(K) PLAN | - | 5 | $145,131 | $77,522 | $15,504iApproximate average salary by contribution assumption: employee only about $387,610 at 4% or $258,407 at 6%; with 50% employer match about $258,407 at 4% or $172,271 at 6%; with 100% employer match about $193,805 at 4% or $129,203 at 6%. |
| RJ ORTHODONTICS CASH BALANCE PLAN | - | 5 | $98,603 | $98,603 | $19,721iApproximate average salary by contribution assumption: employee only about $493,015 at 4% or $328,677 at 6%; with 50% employer match about $328,677 at 4% or $219,118 at 6%; with 100% employer match about $246,507 at 4% or $164,338 at 6%. |
| 2019 | 1 | 2 | $40,759 | $38,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| RJ ORTHODONTICS 401(K) PLAN | - | 2 | $40,759 | $38,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |