Anderson Orthodontics PC.
Plan context: Anderson Orthodontics PC. Retirement Plan & Trust
EIN 46-5507153 • Texarkana, TX • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$4,127,343
2024 Contributions
$239,390
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 | $4,127,343 | $239,390 | $17,099iApproximate average salary by contribution assumption: employee only about $427,482 at 4% or $284,988 at 6%; with 50% employer match about $284,988 at 4% or $189,992 at 6%; with 100% employer match about $213,741 at 4% or $142,494 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 14 | $2,515,427 | $127,925 | $9,138iApproximate average salary by contribution assumption: employee only about $228,438 at 4% or $152,292 at 6%; with 50% employer match about $152,292 at 4% or $101,528 at 6%; with 100% employer match about $114,219 at 4% or $76,146 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 13 | $1,611,916 | $111,465 | $8,574iApproximate average salary by contribution assumption: employee only about $214,356 at 4% or $142,904 at 6%; with 50% employer match about $142,904 at 4% or $95,269 at 6%; with 100% employer match about $107,178 at 4% or $71,452 at 6%. |
| 2023 | 2 | 17 | $3,540,574 | $208,997 | $12,294iApproximate average salary by contribution assumption: employee only about $307,349 at 4% or $204,899 at 6%; with 50% employer match about $204,899 at 4% or $136,599 at 6%; with 100% employer match about $153,674 at 4% or $102,450 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 17 | $2,189,256 | $122,956 | $7,233iApproximate average salary by contribution assumption: employee only about $180,818 at 4% or $120,545 at 6%; with 50% employer match about $120,545 at 4% or $80,363 at 6%; with 100% employer match about $90,409 at 4% or $60,273 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 15 | $1,351,318 | $86,041 | $5,736iApproximate average salary by contribution assumption: employee only about $143,402 at 4% or $95,601 at 6%; with 50% employer match about $95,601 at 4% or $63,734 at 6%; with 100% employer match about $71,701 at 4% or $47,801 at 6%. |
| 2022 | 2 | 17 | $2,870,155 | $228,447 | $13,438iApproximate average salary by contribution assumption: employee only about $335,951 at 4% or $223,968 at 6%; with 50% employer match about $223,968 at 4% or $149,312 at 6%; with 100% employer match about $167,976 at 4% or $111,984 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 17 | $1,784,389 | $108,447 | $6,379iApproximate average salary by contribution assumption: employee only about $159,481 at 4% or $106,321 at 6%; with 50% employer match about $106,321 at 4% or $70,880 at 6%; with 100% employer match about $79,740 at 4% or $53,160 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 15 | $1,085,766 | $120,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2021 | 2 | 19 | $3,168,639 | $192,282 | $10,120iApproximate average salary by contribution assumption: employee only about $253,003 at 4% or $168,668 at 6%; with 50% employer match about $168,668 at 4% or $112,446 at 6%; with 100% employer match about $126,501 at 4% or $84,334 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 19 | $2,035,278 | $106,347 | $5,597iApproximate average salary by contribution assumption: employee only about $139,930 at 4% or $93,287 at 6%; with 50% employer match about $93,287 at 4% or $62,191 at 6%; with 100% employer match about $69,965 at 4% or $46,643 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 16 | $1,133,361 | $85,935 | $5,371iApproximate average salary by contribution assumption: employee only about $134,273 at 4% or $89,516 at 6%; with 50% employer match about $89,516 at 4% or $59,677 at 6%; with 100% employer match about $67,137 at 4% or $44,758 at 6%. |
| 2020 | 2 | 16 | $2,567,869 | $192,057 | $12,004iApproximate average salary by contribution assumption: employee only about $300,089 at 4% or $200,059 at 6%; with 50% employer match about $200,059 at 4% or $133,373 at 6%; with 100% employer match about $150,045 at 4% or $100,030 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 16 | $1,652,805 | $106,826 | $6,677iApproximate average salary by contribution assumption: employee only about $166,916 at 4% or $111,277 at 6%; with 50% employer match about $111,277 at 4% or $74,185 at 6%; with 100% employer match about $83,458 at 4% or $55,639 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 14 | $915,064 | $85,231 | $6,088iApproximate average salary by contribution assumption: employee only about $152,198 at 4% or $101,465 at 6%; with 50% employer match about $101,465 at 4% or $67,644 at 6%; with 100% employer match about $76,099 at 4% or $50,733 at 6%. |
| 2019 | 2 | 14 | $2,174,348 | $186,869 | $13,348iApproximate average salary by contribution assumption: employee only about $333,695 at 4% or $222,463 at 6%; with 50% employer match about $222,463 at 4% or $148,309 at 6%; with 100% employer match about $166,847 at 4% or $111,232 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 14 | $1,427,150 | $103,203 | $7,372iApproximate average salary by contribution assumption: employee only about $184,291 at 4% or $122,861 at 6%; with 50% employer match about $122,861 at 4% or $81,907 at 6%; with 100% employer match about $92,146 at 4% or $61,430 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 13 | $747,198 | $83,666 | $6,436iApproximate average salary by contribution assumption: employee only about $160,896 at 4% or $107,264 at 6%; with 50% employer match about $107,264 at 4% or $71,509 at 6%; with 100% employer match about $80,448 at 4% or $53,632 at 6%. |
| 2018 | 2 | 16 | $1,684,616 | $236,697 | $14,794iApproximate average salary by contribution assumption: employee only about $369,839 at 4% or $246,559 at 6%; with 50% employer match about $246,559 at 4% or $164,373 at 6%; with 100% employer match about $184,920 at 4% or $123,280 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 16 | $1,108,495 | $103,862 | $6,491iApproximate average salary by contribution assumption: employee only about $162,284 at 4% or $108,190 at 6%; with 50% employer match about $108,190 at 4% or $72,126 at 6%; with 100% employer match about $81,142 at 4% or $54,095 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 15 | $576,121 | $132,835 | $8,856iApproximate average salary by contribution assumption: employee only about $221,392 at 4% or $147,594 at 6%; with 50% employer match about $147,594 at 4% or $98,396 at 6%; with 100% employer match about $110,696 at 4% or $73,797 at 6%. |
| 2017 | 2 | 17 | $1,714,894 | $183,833 | $10,814iApproximate average salary by contribution assumption: employee only about $270,343 at 4% or $180,228 at 6%; with 50% employer match about $180,228 at 4% or $120,152 at 6%; with 100% employer match about $135,171 at 4% or $90,114 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 17 | $1,226,894 | $97,892 | $5,758iApproximate average salary by contribution assumption: employee only about $143,959 at 4% or $95,973 at 6%; with 50% employer match about $95,973 at 4% or $63,982 at 6%; with 100% employer match about $71,979 at 4% or $47,986 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 15 | $488,000 | $85,941 | $5,729iApproximate average salary by contribution assumption: employee only about $143,235 at 4% or $95,490 at 6%; with 50% employer match about $95,490 at 4% or $63,660 at 6%; with 100% employer match about $71,618 at 4% or $47,745 at 6%. |
| 2016 | 2 | 17 | $1,436,733 | $198,565 | $11,680iApproximate average salary by contribution assumption: employee only about $292,007 at 4% or $194,672 at 6%; with 50% employer match about $194,672 at 4% or $129,781 at 6%; with 100% employer match about $146,004 at 4% or $97,336 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 17 | $1,059,166 | $98,565 | $5,798iApproximate average salary by contribution assumption: employee only about $144,949 at 4% or $96,632 at 6%; with 50% employer match about $96,632 at 4% or $64,422 at 6%; with 100% employer match about $72,474 at 4% or $48,316 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 15 | $377,567 | $100,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2015 | 2 | 14 | $1,163,560 | $191,375 | $13,670iApproximate average salary by contribution assumption: employee only about $341,741 at 4% or $227,827 at 6%; with 50% employer match about $227,827 at 4% or $151,885 at 6%; with 100% employer match about $170,871 at 4% or $113,914 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 14 | $899,379 | $91,375 | $6,527iApproximate average salary by contribution assumption: employee only about $163,170 at 4% or $108,780 at 6%; with 50% employer match about $108,780 at 4% or $72,520 at 6%; with 100% employer match about $81,585 at 4% or $54,390 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 13 | $264,181 | $100,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| 2014 | 2 | 15 | $1,027,592 | $179,272 | $11,951iApproximate average salary by contribution assumption: employee only about $298,787 at 4% or $199,191 at 6%; with 50% employer match about $199,191 at 4% or $132,794 at 6%; with 100% employer match about $149,393 at 4% or $99,596 at 6%. |
| Anderson Orthodontics PC. Retirement Plan & Trust | - | 15 | $854,344 | $95,036 | $6,336iApproximate average salary by contribution assumption: employee only about $158,393 at 4% or $105,596 at 6%; with 50% employer match about $105,596 at 4% or $70,397 at 6%; with 100% employer match about $79,197 at 4% or $52,798 at 6%. |
| Anderson Orthodontics PC. Defined Benefit Cash Balance Plan & Trust | - | 12 | $173,248 | $84,236 | $7,020iApproximate average salary by contribution assumption: employee only about $175,492 at 4% or $116,994 at 6%; with 50% employer match about $116,994 at 4% or $77,996 at 6%; with 100% employer match about $87,746 at 4% or $58,497 at 6%. |