Civic Intelligence

Mcsweeney Orthodontics PC.

Plan context: Mcsweeney Orthodontics 401(K) Plan

EIN 46-4770861 • Plattsburgh, NY • 11 filings • 2 plans

8 Healey Avenue Suite 1Plattsburgh, NY 12901
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,267,663

2024 Contributions

$348,988

Historical Graphs

Total Assets Over Time

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

$2,267,663$1,133,832$0201620202024YearValue
$2,267,663Latest year 2024

Participants Over Time

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

1260201620202024YearValue
12Latest year 2024

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
2024212$2,267,663$348,988$29,082iApproximate average salary by contribution assumption: employee only about $727,058 at 4% or $484,706 at 6%; with 50% employer match about $484,706 at 4% or $323,137 at 6%; with 100% employer match about $363,529 at 4% or $242,353 at 6%.
Mcsweeney Orthodontics 401(K) Plan-12$1,699,464$91,977$7,665iApproximate average salary by contribution assumption: employee only about $191,619 at 4% or $127,746 at 6%; with 50% employer match about $127,746 at 4% or $85,164 at 6%; with 100% employer match about $95,809 at 4% or $63,873 at 6%.
MCSWEENEY ORTHODONTICS CASH BALANCE PLAN-7$568,199$257,011$36,716iApproximate average salary by contribution assumption: employee only about $917,896 at 4% or $611,931 at 6%; with 50% employer match about $611,931 at 4% or $407,954 at 6%; with 100% employer match about $458,948 at 4% or $305,965 at 6%.
2023211$1,751,418$375,698$34,154iApproximate average salary by contribution assumption: employee only about $853,859 at 4% or $569,239 at 6%; with 50% employer match about $569,239 at 4% or $379,493 at 6%; with 100% employer match about $426,930 at 4% or $284,620 at 6%.
Mcsweeney Orthodontics 401(K) Plan-11$1,470,107$104,390$9,490iApproximate average salary by contribution assumption: employee only about $237,250 at 4% or $158,167 at 6%; with 50% employer match about $158,167 at 4% or $105,444 at 6%; with 100% employer match about $118,625 at 4% or $79,083 at 6%.
MCSWEENEY ORTHODONTICS CASH BALANCE PLAN-7$281,311$271,308$38,758iApproximate average salary by contribution assumption: employee only about $968,957 at 4% or $645,971 at 6%; with 50% employer match about $645,971 at 4% or $430,648 at 6%; with 100% employer match about $484,479 at 4% or $322,986 at 6%.
202219$1,234,118$52,442$5,827iApproximate average salary by contribution assumption: employee only about $145,672 at 4% or $97,115 at 6%; with 50% employer match about $97,115 at 4% or $64,743 at 6%; with 100% employer match about $72,836 at 4% or $48,557 at 6%.
Mcsweeney Orthodontics 401(K) Plan-9$1,234,118$52,442$5,827iApproximate average salary by contribution assumption: employee only about $145,672 at 4% or $97,115 at 6%; with 50% employer match about $97,115 at 4% or $64,743 at 6%; with 100% employer match about $72,836 at 4% or $48,557 at 6%.
202119$1,429,466$95,363$10,596iApproximate average salary by contribution assumption: employee only about $264,897 at 4% or $176,598 at 6%; with 50% employer match about $176,598 at 4% or $117,732 at 6%; with 100% employer match about $132,449 at 4% or $88,299 at 6%.
Mcsweeney Orthodontics 401(K) Plan-9$1,429,466$95,363$10,596iApproximate average salary by contribution assumption: employee only about $264,897 at 4% or $176,598 at 6%; with 50% employer match about $176,598 at 4% or $117,732 at 6%; with 100% employer match about $132,449 at 4% or $88,299 at 6%.
202019$1,273,108$237,414$26,379iApproximate average salary by contribution assumption: employee only about $659,483 at 4% or $439,656 at 6%; with 50% employer match about $439,656 at 4% or $293,104 at 6%; with 100% employer match about $329,742 at 4% or $219,828 at 6%.
Mcsweeney Orthodontics 401(K) Plan-9$1,273,108$237,414$26,379iApproximate average salary by contribution assumption: employee only about $659,483 at 4% or $439,656 at 6%; with 50% employer match about $439,656 at 4% or $293,104 at 6%; with 100% employer match about $329,742 at 4% or $219,828 at 6%.
201919$909,446$108,527$12,059iApproximate average salary by contribution assumption: employee only about $301,464 at 4% or $200,976 at 6%; with 50% employer match about $200,976 at 4% or $133,984 at 6%; with 100% employer match about $150,732 at 4% or $100,488 at 6%.
Mcsweeney Orthodontics 401(K) Plan-9$909,446$108,527$12,059iApproximate average salary by contribution assumption: employee only about $301,464 at 4% or $200,976 at 6%; with 50% employer match about $200,976 at 4% or $133,984 at 6%; with 100% employer match about $150,732 at 4% or $100,488 at 6%.
201819$682,522$62,807$6,979iApproximate average salary by contribution assumption: employee only about $174,464 at 4% or $116,309 at 6%; with 50% employer match about $116,309 at 4% or $77,540 at 6%; with 100% employer match about $87,232 at 4% or $58,155 at 6%.
Mcsweeney Orthodontics 401(K) Plan-9$682,522$62,807$6,979iApproximate average salary by contribution assumption: employee only about $174,464 at 4% or $116,309 at 6%; with 50% employer match about $116,309 at 4% or $77,540 at 6%; with 100% employer match about $87,232 at 4% or $58,155 at 6%.
201718$666,409$85,601$10,700iApproximate average salary by contribution assumption: employee only about $267,503 at 4% or $178,335 at 6%; with 50% employer match about $178,335 at 4% or $118,890 at 6%; with 100% employer match about $133,752 at 4% or $89,168 at 6%.
Mcsweeney Orthodontics 401(K) Plan-8$666,409$85,601$10,700iApproximate average salary by contribution assumption: employee only about $267,503 at 4% or $178,335 at 6%; with 50% employer match about $178,335 at 4% or $118,890 at 6%; with 100% employer match about $133,752 at 4% or $89,168 at 6%.
201618$511,948$72,685$9,086iApproximate average salary by contribution assumption: employee only about $227,141 at 4% or $151,427 at 6%; with 50% employer match about $151,427 at 4% or $100,951 at 6%; with 100% employer match about $113,570 at 4% or $75,714 at 6%.
Mcsweeney Orthodontics 401(K) Plan-8$511,948$72,685$9,086iApproximate average salary by contribution assumption: employee only about $227,141 at 4% or $151,427 at 6%; with 50% employer match about $151,427 at 4% or $100,951 at 6%; with 100% employer match about $113,570 at 4% or $75,714 at 6%.