Civic Intelligence

Kimberley a Stafford Dds, Ms PC

Plan context: Orthodontic Retirement Plan

EIN 47-0782944 • Omaha, NE • 23 filings • 1 plans

10020 Nicholas St.Suite 101Omaha, NE 68114
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,001,408

2024 Contributions

$36,352

Historical Graphs

Total Assets Over Time

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

$1,056,130$528,065$0200220142023YearValue
$1,001,408Latest year 2023

Participants Over Time

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

630200220132023YearValue
3Latest year 2023

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
202410$0$36,352-
Orthodontic Retirement Plan-0$0$36,352-
202313$1,001,408$39,074$13,025iApproximate average salary by contribution assumption: employee only about $325,617 at 4% or $217,078 at 6%; with 50% employer match about $217,078 at 4% or $144,719 at 6%; with 100% employer match about $162,808 at 4% or $108,539 at 6%.
Orthodontic Retirement Plan-3$1,001,408$39,074$13,025iApproximate average salary by contribution assumption: employee only about $325,617 at 4% or $217,078 at 6%; with 50% employer match about $217,078 at 4% or $144,719 at 6%; with 100% employer match about $162,808 at 4% or $108,539 at 6%.
202214$932,286$40,170$10,043iApproximate average salary by contribution assumption: employee only about $251,063 at 4% or $167,375 at 6%; with 50% employer match about $167,375 at 4% or $111,583 at 6%; with 100% employer match about $125,531 at 4% or $83,688 at 6%.
Orthodontic Retirement Plan-4$932,286$40,170$10,043iApproximate average salary by contribution assumption: employee only about $251,063 at 4% or $167,375 at 6%; with 50% employer match about $167,375 at 4% or $111,583 at 6%; with 100% employer match about $125,531 at 4% or $83,688 at 6%.
202114$1,056,130$41,418$10,355iApproximate average salary by contribution assumption: employee only about $258,863 at 4% or $172,575 at 6%; with 50% employer match about $172,575 at 4% or $115,050 at 6%; with 100% employer match about $129,431 at 4% or $86,288 at 6%.
Orthodontic Retirement Plan-4$1,056,130$41,418$10,355iApproximate average salary by contribution assumption: employee only about $258,863 at 4% or $172,575 at 6%; with 50% employer match about $172,575 at 4% or $115,050 at 6%; with 100% employer match about $129,431 at 4% or $86,288 at 6%.
202014$945,992$39,193$9,798iApproximate average salary by contribution assumption: employee only about $244,956 at 4% or $163,304 at 6%; with 50% employer match about $163,304 at 4% or $108,869 at 6%; with 100% employer match about $122,478 at 4% or $81,652 at 6%.
Orthodontic Retirement Plan-4$945,992$39,193$9,798iApproximate average salary by contribution assumption: employee only about $244,956 at 4% or $163,304 at 6%; with 50% employer match about $163,304 at 4% or $108,869 at 6%; with 100% employer match about $122,478 at 4% or $81,652 at 6%.
201915$816,640$50,163$10,033iApproximate average salary by contribution assumption: employee only about $250,815 at 4% or $167,210 at 6%; with 50% employer match about $167,210 at 4% or $111,473 at 6%; with 100% employer match about $125,408 at 4% or $83,605 at 6%.
Orthodontic Retirement Plan-5$816,640$50,163$10,033iApproximate average salary by contribution assumption: employee only about $250,815 at 4% or $167,210 at 6%; with 50% employer match about $167,210 at 4% or $111,473 at 6%; with 100% employer match about $125,408 at 4% or $83,605 at 6%.
201815$666,081$31,791$6,358iApproximate average salary by contribution assumption: employee only about $158,955 at 4% or $105,970 at 6%; with 50% employer match about $105,970 at 4% or $70,647 at 6%; with 100% employer match about $79,478 at 4% or $52,985 at 6%.
Orthodontic Retirement Plan-5$666,081$31,791$6,358iApproximate average salary by contribution assumption: employee only about $158,955 at 4% or $105,970 at 6%; with 50% employer match about $105,970 at 4% or $70,647 at 6%; with 100% employer match about $79,478 at 4% or $52,985 at 6%.
201715$685,072$40,128$8,026iApproximate average salary by contribution assumption: employee only about $200,640 at 4% or $133,760 at 6%; with 50% employer match about $133,760 at 4% or $89,173 at 6%; with 100% employer match about $100,320 at 4% or $66,880 at 6%.
Orthodontic Retirement Plan-5$685,072$40,128$8,026iApproximate average salary by contribution assumption: employee only about $200,640 at 4% or $133,760 at 6%; with 50% employer match about $133,760 at 4% or $89,173 at 6%; with 100% employer match about $100,320 at 4% or $66,880 at 6%.
201615$586,810$40,102$8,020iApproximate average salary by contribution assumption: employee only about $200,510 at 4% or $133,673 at 6%; with 50% employer match about $133,673 at 4% or $89,116 at 6%; with 100% employer match about $100,255 at 4% or $66,837 at 6%.
Orthodontic Retirement Plan-5$586,810$40,102$8,020iApproximate average salary by contribution assumption: employee only about $200,510 at 4% or $133,673 at 6%; with 50% employer match about $133,673 at 4% or $89,116 at 6%; with 100% employer match about $100,255 at 4% or $66,837 at 6%.
201515$526,408$67,759$13,552iApproximate average salary by contribution assumption: employee only about $338,795 at 4% or $225,863 at 6%; with 50% employer match about $225,863 at 4% or $150,576 at 6%; with 100% employer match about $169,398 at 4% or $112,932 at 6%.
Orthodontic Retirement Plan-5$526,408$67,759$13,552iApproximate average salary by contribution assumption: employee only about $338,795 at 4% or $225,863 at 6%; with 50% employer match about $225,863 at 4% or $150,576 at 6%; with 100% employer match about $169,398 at 4% or $112,932 at 6%.
201414$491,790$43,189$10,797iApproximate average salary by contribution assumption: employee only about $269,931 at 4% or $179,954 at 6%; with 50% employer match about $179,954 at 4% or $119,969 at 6%; with 100% employer match about $134,966 at 4% or $89,977 at 6%.
Orthodontic Retirement Plan-4$491,790$43,189$10,797iApproximate average salary by contribution assumption: employee only about $269,931 at 4% or $179,954 at 6%; with 50% employer match about $179,954 at 4% or $119,969 at 6%; with 100% employer match about $134,966 at 4% or $89,977 at 6%.
201315$430,281$41,163$8,233iApproximate average salary by contribution assumption: employee only about $205,815 at 4% or $137,210 at 6%; with 50% employer match about $137,210 at 4% or $91,473 at 6%; with 100% employer match about $102,908 at 4% or $68,605 at 6%.
Orthodontic Retirement Plan-5$430,281$41,163$8,233iApproximate average salary by contribution assumption: employee only about $205,815 at 4% or $137,210 at 6%; with 50% employer match about $137,210 at 4% or $91,473 at 6%; with 100% employer match about $102,908 at 4% or $68,605 at 6%.
201216$380,876$37,298$6,216iApproximate average salary by contribution assumption: employee only about $155,408 at 4% or $103,606 at 6%; with 50% employer match about $103,606 at 4% or $69,070 at 6%; with 100% employer match about $77,704 at 4% or $51,803 at 6%.
Orthodontic Retirement Plan-6$380,876$37,298$6,216iApproximate average salary by contribution assumption: employee only about $155,408 at 4% or $103,606 at 6%; with 50% employer match about $103,606 at 4% or $69,070 at 6%; with 100% employer match about $77,704 at 4% or $51,803 at 6%.
201116$313,895$36,041$6,007iApproximate average salary by contribution assumption: employee only about $150,171 at 4% or $100,114 at 6%; with 50% employer match about $100,114 at 4% or $66,743 at 6%; with 100% employer match about $75,085 at 4% or $50,057 at 6%.
Orthodontic Retirement Plan-6$313,895$36,041$6,007iApproximate average salary by contribution assumption: employee only about $150,171 at 4% or $100,114 at 6%; with 50% employer match about $100,114 at 4% or $66,743 at 6%; with 100% employer match about $75,085 at 4% or $50,057 at 6%.
201016$289,886$35,746$5,958iApproximate average salary by contribution assumption: employee only about $148,942 at 4% or $99,294 at 6%; with 50% employer match about $99,294 at 4% or $66,196 at 6%; with 100% employer match about $74,471 at 4% or $49,647 at 6%.
Orthodontic Retirement Plan-6$289,886$35,746$5,958iApproximate average salary by contribution assumption: employee only about $148,942 at 4% or $99,294 at 6%; with 50% employer match about $99,294 at 4% or $66,196 at 6%; with 100% employer match about $74,471 at 4% or $49,647 at 6%.
200916$251,613$30,665$5,111iApproximate average salary by contribution assumption: employee only about $127,771 at 4% or $85,181 at 6%; with 50% employer match about $85,181 at 4% or $56,787 at 6%; with 100% employer match about $63,885 at 4% or $42,590 at 6%.
Orthodontic Retirement Plan-6$251,613$30,665$5,111iApproximate average salary by contribution assumption: employee only about $127,771 at 4% or $85,181 at 6%; with 50% employer match about $85,181 at 4% or $56,787 at 6%; with 100% employer match about $63,885 at 4% or $42,590 at 6%.
200816$0$29,762$4,960iApproximate average salary by contribution assumption: employee only about $124,008 at 4% or $82,672 at 6%; with 50% employer match about $82,672 at 4% or $55,115 at 6%; with 100% employer match about $62,004 at 4% or $41,336 at 6%.
Orthodontic Retirement Plan-6-$29,762$4,960iApproximate average salary by contribution assumption: employee only about $124,008 at 4% or $82,672 at 6%; with 50% employer match about $82,672 at 4% or $55,115 at 6%; with 100% employer match about $62,004 at 4% or $41,336 at 6%.
200716$0$0-
Orthodontic Retirement Plan-6---
200616$156,979$25,746$4,291iApproximate average salary by contribution assumption: employee only about $107,275 at 4% or $71,517 at 6%; with 50% employer match about $71,517 at 4% or $47,678 at 6%; with 100% employer match about $53,638 at 4% or $35,758 at 6%.
Orthodontic Retirement Plan-6$156,979$25,746$4,291iApproximate average salary by contribution assumption: employee only about $107,275 at 4% or $71,517 at 6%; with 50% employer match about $71,517 at 4% or $47,678 at 6%; with 100% employer match about $53,638 at 4% or $35,758 at 6%.
200516$113,149$23,598$3,933iApproximate average salary by contribution assumption: employee only about $98,325 at 4% or $65,550 at 6%; with 50% employer match about $65,550 at 4% or $43,700 at 6%; with 100% employer match about $49,163 at 4% or $32,775 at 6%.
Orthodontic Retirement Plan-6$113,149$23,598$3,933iApproximate average salary by contribution assumption: employee only about $98,325 at 4% or $65,550 at 6%; with 50% employer match about $65,550 at 4% or $43,700 at 6%; with 100% employer match about $49,163 at 4% or $32,775 at 6%.
200414$88,833$20,674$5,169iApproximate average salary by contribution assumption: employee only about $129,213 at 4% or $86,142 at 6%; with 50% employer match about $86,142 at 4% or $57,428 at 6%; with 100% employer match about $64,606 at 4% or $43,071 at 6%.
Orthodontic Retirement Plan-4$88,833$20,674$5,169iApproximate average salary by contribution assumption: employee only about $129,213 at 4% or $86,142 at 6%; with 50% employer match about $86,142 at 4% or $57,428 at 6%; with 100% employer match about $64,606 at 4% or $43,071 at 6%.
200316$0$0-
Orthodontic Retirement Plan-6---
200215$15,646$15,646$3,129iApproximate average salary by contribution assumption: employee only about $78,230 at 4% or $52,153 at 6%; with 50% employer match about $52,153 at 4% or $34,769 at 6%; with 100% employer match about $39,115 at 4% or $26,077 at 6%.
Orthodontic Retirement Plan-5$15,646$15,646$3,129iApproximate average salary by contribution assumption: employee only about $78,230 at 4% or $52,153 at 6%; with 50% employer match about $52,153 at 4% or $34,769 at 6%; with 100% employer match about $39,115 at 4% or $26,077 at 6%.