Smiles Orthodontics, P.A.
Plan context: Smiles Orthodontics Retirement Plan & Trust
EIN 46-2469059 • Wichita, KS • 13 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
11
2020 Assets
$1,421,108
2020 Contributions
$206,916
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 |
|---|---|---|---|---|---|
| 2020 | 2 | 11 | $1,421,108 | $206,916 | $18,811iApproximate average salary by contribution assumption: employee only about $470,264 at 4% or $313,509 at 6%; with 50% employer match about $313,509 at 4% or $209,006 at 6%; with 100% employer match about $235,132 at 4% or $156,755 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 11 | $812,868 | $81,916 | $7,447iApproximate average salary by contribution assumption: employee only about $186,173 at 4% or $124,115 at 6%; with 50% employer match about $124,115 at 4% or $82,743 at 6%; with 100% employer match about $93,086 at 4% or $62,058 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 7 | $608,240 | $125,000 | $17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%. |
| 2019 | 2 | 10 | $1,112,971 | $246,946 | $24,695iApproximate average salary by contribution assumption: employee only about $617,365 at 4% or $411,577 at 6%; with 50% employer match about $411,577 at 4% or $274,384 at 6%; with 100% employer match about $308,683 at 4% or $205,788 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 10 | $662,046 | $171,215 | $17,122iApproximate average salary by contribution assumption: employee only about $428,038 at 4% or $285,358 at 6%; with 50% employer match about $285,358 at 4% or $190,239 at 6%; with 100% employer match about $214,019 at 4% or $142,679 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 7 | $450,925 | $75,731 | $10,819iApproximate average salary by contribution assumption: employee only about $270,468 at 4% or $180,312 at 6%; with 50% employer match about $180,312 at 4% or $120,208 at 6%; with 100% employer match about $135,234 at 4% or $90,156 at 6%. |
| 2018 | 2 | 10 | $755,532 | $165,614 | $16,561iApproximate average salary by contribution assumption: employee only about $414,035 at 4% or $276,023 at 6%; with 50% employer match about $276,023 at 4% or $184,016 at 6%; with 100% employer match about $207,018 at 4% or $138,012 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 10 | $423,593 | $69,347 | $6,935iApproximate average salary by contribution assumption: employee only about $173,368 at 4% or $115,578 at 6%; with 50% employer match about $115,578 at 4% or $77,052 at 6%; with 100% employer match about $86,684 at 4% or $57,789 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 7 | $331,939 | $96,267 | $13,752iApproximate average salary by contribution assumption: employee only about $343,811 at 4% or $229,207 at 6%; with 50% employer match about $229,207 at 4% or $152,805 at 6%; with 100% employer match about $171,905 at 4% or $114,604 at 6%. |
| 2017 | 2 | 9 | $649,765 | $164,950 | $18,328iApproximate average salary by contribution assumption: employee only about $458,194 at 4% or $305,463 at 6%; with 50% employer match about $305,463 at 4% or $203,642 at 6%; with 100% employer match about $229,097 at 4% or $152,731 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 9 | $394,004 | $93,321 | $10,369iApproximate average salary by contribution assumption: employee only about $259,225 at 4% or $172,817 at 6%; with 50% employer match about $172,817 at 4% or $115,211 at 6%; with 100% employer match about $129,613 at 4% or $86,408 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 7 | $255,761 | $71,629 | $10,233iApproximate average salary by contribution assumption: employee only about $255,818 at 4% or $170,545 at 6%; with 50% employer match about $170,545 at 4% or $113,697 at 6%; with 100% employer match about $127,909 at 4% or $85,273 at 6%. |
| 2016 | 2 | 8 | $439,570 | $193,086 | $24,136iApproximate average salary by contribution assumption: employee only about $603,394 at 4% or $402,263 at 6%; with 50% employer match about $402,263 at 4% or $268,175 at 6%; with 100% employer match about $301,697 at 4% or $201,131 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 8 | $268,999 | $97,331 | $12,166iApproximate average salary by contribution assumption: employee only about $304,159 at 4% or $202,773 at 6%; with 50% employer match about $202,773 at 4% or $135,182 at 6%; with 100% employer match about $152,080 at 4% or $101,386 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 7 | $170,571 | $95,755 | $13,679iApproximate average salary by contribution assumption: employee only about $341,982 at 4% or $227,988 at 6%; with 50% employer match about $227,988 at 4% or $151,992 at 6%; with 100% employer match about $170,991 at 4% or $113,994 at 6%. |
| 2015 | 2 | 8 | $229,417 | $169,394 | $21,174iApproximate average salary by contribution assumption: employee only about $529,356 at 4% or $352,904 at 6%; with 50% employer match about $352,904 at 4% or $235,269 at 6%; with 100% employer match about $264,678 at 4% or $176,452 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 8 | $158,286 | $98,263 | $12,283iApproximate average salary by contribution assumption: employee only about $307,072 at 4% or $204,715 at 6%; with 50% employer match about $204,715 at 4% or $136,476 at 6%; with 100% employer match about $153,536 at 4% or $102,357 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 8 | $71,131 | $71,131 | $8,891iApproximate average salary by contribution assumption: employee only about $222,284 at 4% or $148,190 at 6%; with 50% employer match about $148,190 at 4% or $98,793 at 6%; with 100% employer match about $111,142 at 4% or $74,095 at 6%. |
| 2014 | 1 | 4 | $62,554 | $62,576 | $15,644iApproximate average salary by contribution assumption: employee only about $391,100 at 4% or $260,733 at 6%; with 50% employer match about $260,733 at 4% or $173,822 at 6%; with 100% employer match about $195,550 at 4% or $130,367 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 4 | $62,554 | $62,576 | $15,644iApproximate average salary by contribution assumption: employee only about $391,100 at 4% or $260,733 at 6%; with 50% employer match about $260,733 at 4% or $173,822 at 6%; with 100% employer match about $195,550 at 4% or $130,367 at 6%. |