Sarasota Endodontic Solutions
Plan context: Sarasota Endodontic Solutions Retirement Plan & Trust
EIN 46-3014768 • Sarasota, FL • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,902,275
2024 Contributions
$183,032
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 14 | $1,902,275 | $183,032 | $13,074iApproximate average salary by contribution assumption: employee only about $326,843 at 4% or $217,895 at 6%; with 50% employer match about $217,895 at 4% or $145,263 at 6%; with 100% employer match about $163,421 at 4% or $108,948 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 14 | $1,201,682 | $129,032 | $9,217iApproximate average salary by contribution assumption: employee only about $230,414 at 4% or $153,610 at 6%; with 50% employer match about $153,610 at 4% or $102,406 at 6%; with 100% employer match about $115,207 at 4% or $76,805 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 7 | $700,593 | $54,000 | $7,714iApproximate average salary by contribution assumption: employee only about $192,857 at 4% or $128,571 at 6%; with 50% employer match about $128,571 at 4% or $85,714 at 6%; with 100% employer match about $96,429 at 4% or $64,286 at 6%. |
| 2023 | 2 | 12 | $1,546,266 | $202,980 | $16,915iApproximate average salary by contribution assumption: employee only about $422,875 at 4% or $281,917 at 6%; with 50% employer match about $281,917 at 4% or $187,944 at 6%; with 100% employer match about $211,438 at 4% or $140,958 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 12 | $951,337 | $127,980 | $10,665iApproximate average salary by contribution assumption: employee only about $266,625 at 4% or $177,750 at 6%; with 50% employer match about $177,750 at 4% or $118,500 at 6%; with 100% employer match about $133,313 at 4% or $88,875 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 6 | $594,929 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2022 | 2 | 10 | $1,169,624 | $176,691 | $17,669iApproximate average salary by contribution assumption: employee only about $441,727 at 4% or $294,485 at 6%; with 50% employer match about $294,485 at 4% or $196,323 at 6%; with 100% employer match about $220,864 at 4% or $147,243 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 10 | $703,323 | $99,782 | $9,978iApproximate average salary by contribution assumption: employee only about $249,455 at 4% or $166,303 at 6%; with 50% employer match about $166,303 at 4% or $110,869 at 6%; with 100% employer match about $124,728 at 4% or $83,152 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 5 | $466,301 | $76,909 | $15,382iApproximate average salary by contribution assumption: employee only about $384,545 at 4% or $256,363 at 6%; with 50% employer match about $256,363 at 4% or $170,909 at 6%; with 100% employer match about $192,273 at 4% or $128,182 at 6%. |
| 2021 | 2 | 7 | $1,105,388 | $77,804 | $11,115iApproximate average salary by contribution assumption: employee only about $277,871 at 4% or $185,248 at 6%; with 50% employer match about $185,248 at 4% or $123,498 at 6%; with 100% employer match about $138,936 at 4% or $92,624 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 7 | $713,831 | $32,804 | $4,686iApproximate average salary by contribution assumption: employee only about $117,157 at 4% or $78,105 at 6%; with 50% employer match about $78,105 at 4% or $52,070 at 6%; with 100% employer match about $58,579 at 4% or $39,052 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 4 | $391,557 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2020 | 2 | 6 | $893,421 | $117,149 | $19,525iApproximate average salary by contribution assumption: employee only about $488,121 at 4% or $325,414 at 6%; with 50% employer match about $325,414 at 4% or $216,943 at 6%; with 100% employer match about $244,060 at 4% or $162,707 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 6 | $581,317 | $70,549 | $11,758iApproximate average salary by contribution assumption: employee only about $293,954 at 4% or $195,969 at 6%; with 50% employer match about $195,969 at 4% or $130,646 at 6%; with 100% employer match about $146,977 at 4% or $97,985 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 3 | $312,104 | $46,600 | $15,533iApproximate average salary by contribution assumption: employee only about $388,333 at 4% or $258,889 at 6%; with 50% employer match about $258,889 at 4% or $172,593 at 6%; with 100% employer match about $194,167 at 4% or $129,444 at 6%. |
| 2019 | 2 | 6 | $691,614 | $129,065 | $21,511iApproximate average salary by contribution assumption: employee only about $537,771 at 4% or $358,514 at 6%; with 50% employer match about $358,514 at 4% or $239,009 at 6%; with 100% employer match about $268,885 at 4% or $179,257 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 6 | $452,391 | $70,265 | $11,711iApproximate average salary by contribution assumption: employee only about $292,771 at 4% or $195,181 at 6%; with 50% employer match about $195,181 at 4% or $130,120 at 6%; with 100% employer match about $146,385 at 4% or $97,590 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 4 | $239,223 | $58,800 | $14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%. |
| 2018 | 2 | 6 | $493,485 | $122,391 | $20,399iApproximate average salary by contribution assumption: employee only about $509,963 at 4% or $339,975 at 6%; with 50% employer match about $339,975 at 4% or $226,650 at 6%; with 100% employer match about $254,981 at 4% or $169,988 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 6 | $330,292 | $66,627 | $11,105iApproximate average salary by contribution assumption: employee only about $277,613 at 4% or $185,075 at 6%; with 50% employer match about $185,075 at 4% or $123,383 at 6%; with 100% employer match about $138,806 at 4% or $92,538 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 4 | $163,193 | $55,764 | $13,941iApproximate average salary by contribution assumption: employee only about $348,525 at 4% or $232,350 at 6%; with 50% employer match about $232,350 at 4% or $154,900 at 6%; with 100% employer match about $174,263 at 4% or $116,175 at 6%. |
| 2017 | 2 | 5 | $401,024 | $119,978 | $23,996iApproximate average salary by contribution assumption: employee only about $599,890 at 4% or $399,927 at 6%; with 50% employer match about $399,927 at 4% or $266,618 at 6%; with 100% employer match about $299,945 at 4% or $199,963 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 5 | $286,609 | $64,178 | $12,836iApproximate average salary by contribution assumption: employee only about $320,890 at 4% or $213,927 at 6%; with 50% employer match about $213,927 at 4% or $142,618 at 6%; with 100% employer match about $160,445 at 4% or $106,963 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 4 | $114,415 | $55,800 | $13,950iApproximate average salary by contribution assumption: employee only about $348,750 at 4% or $232,500 at 6%; with 50% employer match about $232,500 at 4% or $155,000 at 6%; with 100% employer match about $174,375 at 4% or $116,250 at 6%. |
| 2016 | 2 | 5 | $257,622 | $124,788 | $24,958iApproximate average salary by contribution assumption: employee only about $623,940 at 4% or $415,960 at 6%; with 50% employer match about $415,960 at 4% or $277,307 at 6%; with 100% employer match about $311,970 at 4% or $207,980 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 5 | $201,422 | $68,588 | $13,718iApproximate average salary by contribution assumption: employee only about $342,940 at 4% or $228,627 at 6%; with 50% employer match about $228,627 at 4% or $152,418 at 6%; with 100% employer match about $171,470 at 4% or $114,313 at 6%. |
| Sarasota Endodontic Solutions Cash Balance Plan | - | 5 | $56,200 | $56,200 | $11,240iApproximate average salary by contribution assumption: employee only about $281,000 at 4% or $187,333 at 6%; with 50% employer match about $187,333 at 4% or $124,889 at 6%; with 100% employer match about $140,500 at 4% or $93,667 at 6%. |
| 2015 | 1 | 5 | $122,129 | $63,915 | $12,783iApproximate average salary by contribution assumption: employee only about $319,575 at 4% or $213,050 at 6%; with 50% employer match about $213,050 at 4% or $142,033 at 6%; with 100% employer match about $159,788 at 4% or $106,525 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 5 | $122,129 | $63,915 | $12,783iApproximate average salary by contribution assumption: employee only about $319,575 at 4% or $213,050 at 6%; with 50% employer match about $213,050 at 4% or $142,033 at 6%; with 100% employer match about $159,788 at 4% or $106,525 at 6%. |
| 2014 | 1 | 5 | $60,532 | $60,481 | $12,096iApproximate average salary by contribution assumption: employee only about $302,405 at 4% or $201,603 at 6%; with 50% employer match about $201,603 at 4% or $134,402 at 6%; with 100% employer match about $151,203 at 4% or $100,802 at 6%. |
| Sarasota Endodontic Solutions Retirement Plan & Trust | - | 5 | $60,532 | $60,481 | $12,096iApproximate average salary by contribution assumption: employee only about $302,405 at 4% or $201,603 at 6%; with 50% employer match about $201,603 at 4% or $134,402 at 6%; with 100% employer match about $151,203 at 4% or $100,802 at 6%. |