Civic Intelligence

Schuler & Arkwell Orthodontic Partnership

Plan context: ORTHODONTICS LTD. PROFIT SHARING PLAN

EIN 46-5021862 • Peoria, IL • 22 filings • 3 plans

2425 W. Cornerstone CT, Suite APeoria, IL 61614
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$5,385,085

2024 Contributions

$426,248

Historical Graphs

Total Assets Over Time

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

$5,385,085$2,692,543$0201420192024YearValue
$5,385,085Latest year 2024

Participants Over Time

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

37190201420192024YearValue
36Latest 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
2024236$5,385,085$426,248$11,840iApproximate average salary by contribution assumption: employee only about $296,006 at 4% or $197,337 at 6%; with 50% employer match about $197,337 at 4% or $131,558 at 6%; with 100% employer match about $148,003 at 4% or $98,669 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-36$3,600,463$412,838$11,468iApproximate average salary by contribution assumption: employee only about $286,693 at 4% or $191,129 at 6%; with 50% employer match about $191,129 at 4% or $127,419 at 6%; with 100% employer match about $143,347 at 4% or $95,564 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-31$1,784,622$13,410$433iApproximate average salary by contribution assumption: employee only about $10,815 at 4% or $7,210 at 6%; with 50% employer match about $7,210 at 4% or $4,806 at 6%; with 100% employer match about $5,407 at 4% or $3,605 at 6%.
2023235$4,887,591$553,845$15,824iApproximate average salary by contribution assumption: employee only about $395,604 at 4% or $263,736 at 6%; with 50% employer match about $263,736 at 4% or $175,824 at 6%; with 100% employer match about $197,802 at 4% or $131,868 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-35$3,192,554$344,845$9,853iApproximate average salary by contribution assumption: employee only about $246,318 at 4% or $164,212 at 6%; with 50% employer match about $164,212 at 4% or $109,475 at 6%; with 100% employer match about $123,159 at 4% or $82,106 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-33$1,695,037$209,000$6,333iApproximate average salary by contribution assumption: employee only about $158,333 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,370 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%.
2022236$3,863,830$557,725$15,492iApproximate average salary by contribution assumption: employee only about $387,309 at 4% or $258,206 at 6%; with 50% employer match about $258,206 at 4% or $172,137 at 6%; with 100% employer match about $193,655 at 4% or $129,103 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-36$2,451,311$327,725$9,103iApproximate average salary by contribution assumption: employee only about $227,587 at 4% or $151,725 at 6%; with 50% employer match about $151,725 at 4% or $101,150 at 6%; with 100% employer match about $113,793 at 4% or $75,862 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-34$1,412,519$230,000$6,765iApproximate average salary by contribution assumption: employee only about $169,118 at 4% or $112,745 at 6%; with 50% employer match about $112,745 at 4% or $75,163 at 6%; with 100% employer match about $84,559 at 4% or $56,373 at 6%.
2021234$4,136,887$553,791$16,288iApproximate average salary by contribution assumption: employee only about $407,199 at 4% or $271,466 at 6%; with 50% employer match about $271,466 at 4% or $180,977 at 6%; with 100% employer match about $203,600 at 4% or $135,733 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-34$2,781,052$323,791$9,523iApproximate average salary by contribution assumption: employee only about $238,082 at 4% or $158,721 at 6%; with 50% employer match about $158,721 at 4% or $105,814 at 6%; with 100% employer match about $119,041 at 4% or $79,361 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-32$1,355,835$230,000$7,188iApproximate average salary by contribution assumption: employee only about $179,688 at 4% or $119,792 at 6%; with 50% employer match about $119,792 at 4% or $79,861 at 6%; with 100% employer match about $89,844 at 4% or $59,896 at 6%.
2020233$3,395,501$471,261$14,281iApproximate average salary by contribution assumption: employee only about $357,016 at 4% or $238,011 at 6%; with 50% employer match about $238,011 at 4% or $158,674 at 6%; with 100% employer match about $178,508 at 4% or $119,005 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-32$2,350,105$311,261$9,727iApproximate average salary by contribution assumption: employee only about $243,173 at 4% or $162,115 at 6%; with 50% employer match about $162,115 at 4% or $108,077 at 6%; with 100% employer match about $121,586 at 4% or $81,058 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-33$1,045,396$160,000$4,848iApproximate average salary by contribution assumption: employee only about $121,212 at 4% or $80,808 at 6%; with 50% employer match about $80,808 at 4% or $53,872 at 6%; with 100% employer match about $60,606 at 4% or $40,404 at 6%.
2019234$2,677,587$484,841$14,260iApproximate average salary by contribution assumption: employee only about $356,501 at 4% or $237,667 at 6%; with 50% employer match about $237,667 at 4% or $158,445 at 6%; with 100% employer match about $178,250 at 4% or $118,834 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-34$1,856,871$313,522$9,221iApproximate average salary by contribution assumption: employee only about $230,531 at 4% or $153,687 at 6%; with 50% employer match about $153,687 at 4% or $102,458 at 6%; with 100% employer match about $115,265 at 4% or $76,844 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-34$820,716$171,319$5,039iApproximate average salary by contribution assumption: employee only about $125,970 at 4% or $83,980 at 6%; with 50% employer match about $83,980 at 4% or $55,987 at 6%; with 100% employer match about $62,985 at 4% or $41,990 at 6%.
2018237$2,372,508$410,099$11,084iApproximate average salary by contribution assumption: employee only about $277,094 at 4% or $184,729 at 6%; with 50% employer match about $184,729 at 4% or $123,153 at 6%; with 100% employer match about $138,547 at 4% or $92,365 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-37$1,333,304$290,099$7,841iApproximate average salary by contribution assumption: employee only about $196,013 at 4% or $130,675 at 6%; with 50% employer match about $130,675 at 4% or $87,117 at 6%; with 100% employer match about $98,006 at 4% or $65,338 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-35$1,039,204$120,000$3,429iApproximate average salary by contribution assumption: employee only about $85,714 at 4% or $57,143 at 6%; with 50% employer match about $57,143 at 4% or $38,095 at 6%; with 100% employer match about $42,857 at 4% or $28,571 at 6%.
2017235$2,370,812$528,225$15,092iApproximate average salary by contribution assumption: employee only about $377,304 at 4% or $251,536 at 6%; with 50% employer match about $251,536 at 4% or $167,690 at 6%; with 100% employer match about $188,652 at 4% or $125,768 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-35$1,434,412$315,225$9,006iApproximate average salary by contribution assumption: employee only about $225,161 at 4% or $150,107 at 6%; with 50% employer match about $150,107 at 4% or $100,071 at 6%; with 100% employer match about $112,580 at 4% or $75,054 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-33$936,400$213,000$6,455iApproximate average salary by contribution assumption: employee only about $161,364 at 4% or $107,576 at 6%; with 50% employer match about $107,576 at 4% or $71,717 at 6%; with 100% employer match about $80,682 at 4% or $53,788 at 6%.
2016236$1,851,229$536,581$14,905iApproximate average salary by contribution assumption: employee only about $372,626 at 4% or $248,417 at 6%; with 50% employer match about $248,417 at 4% or $165,611 at 6%; with 100% employer match about $186,313 at 4% or $124,209 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-36$1,179,684$262,581$7,294iApproximate average salary by contribution assumption: employee only about $182,348 at 4% or $121,565 at 6%; with 50% employer match about $121,565 at 4% or $81,044 at 6%; with 100% employer match about $91,174 at 4% or $60,783 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-30$671,545$274,000$9,133iApproximate average salary by contribution assumption: employee only about $228,333 at 4% or $152,222 at 6%; with 50% employer match about $152,222 at 4% or $101,481 at 6%; with 100% employer match about $114,167 at 4% or $76,111 at 6%.
2015233$1,427,721$526,675$15,960iApproximate average salary by contribution assumption: employee only about $398,996 at 4% or $265,997 at 6%; with 50% employer match about $265,997 at 4% or $177,332 at 6%; with 100% employer match about $199,498 at 4% or $132,999 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-33$1,040,926$250,675$7,596iApproximate average salary by contribution assumption: employee only about $189,905 at 4% or $126,604 at 6%; with 50% employer match about $126,604 at 4% or $84,402 at 6%; with 100% employer match about $94,953 at 4% or $63,302 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-30$386,795$276,000$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
2014232$934,225$290,877$9,090iApproximate average salary by contribution assumption: employee only about $227,248 at 4% or $151,498 at 6%; with 50% employer match about $151,498 at 4% or $100,999 at 6%; with 100% employer match about $113,624 at 4% or $75,749 at 6%.
ORTHODONTICS LTD. PROFIT SHARING PLAN-32$821,225$177,877$5,559iApproximate average salary by contribution assumption: employee only about $138,966 at 4% or $92,644 at 6%; with 50% employer match about $92,644 at 4% or $61,763 at 6%; with 100% employer match about $69,483 at 4% or $46,322 at 6%.
Orthodontics Ltd. Defined Benefit Cash Balance Plan & Trust-31$113,000$113,000$3,645iApproximate average salary by contribution assumption: employee only about $91,129 at 4% or $60,753 at 6%; with 50% employer match about $60,753 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,376 at 6%.