Gary Cartwright Orthodontics
Plan context: Gary Cartwright Orthodontics Cash Balance Pension Plan
EIN 47-2535746 • Eighty Four, PA • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,100,702
2024 Contributions
$3,300
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 | 0 | $0 | $3,300 | - |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 0 | $0 | $3,300 | - |
| Gary Cartwright Orthodontics 401(K) Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 7 | $2,100,702 | $130,050 | $18,579iApproximate average salary by contribution assumption: employee only about $464,464 at 4% or $309,643 at 6%; with 50% employer match about $309,643 at 4% or $206,429 at 6%; with 100% employer match about $232,232 at 4% or $154,821 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 6 | $1,222,346 | $85,100 | $14,183iApproximate average salary by contribution assumption: employee only about $354,583 at 4% or $236,389 at 6%; with 50% employer match about $236,389 at 4% or $157,593 at 6%; with 100% employer match about $177,292 at 4% or $118,194 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 7 | $878,356 | $44,950 | $6,421iApproximate average salary by contribution assumption: employee only about $160,536 at 4% or $107,024 at 6%; with 50% employer match about $107,024 at 4% or $71,349 at 6%; with 100% employer match about $80,268 at 4% or $53,512 at 6%. |
| 2022 | 2 | 7 | $1,737,369 | $354,438 | $50,634iApproximate average salary by contribution assumption: employee only about $1,265,850 at 4% or $843,900 at 6%; with 50% employer match about $843,900 at 4% or $562,600 at 6%; with 100% employer match about $632,925 at 4% or $421,950 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 7 | $1,019,329 | $293,462 | $41,923iApproximate average salary by contribution assumption: employee only about $1,048,079 at 4% or $698,719 at 6%; with 50% employer match about $698,719 at 4% or $465,813 at 6%; with 100% employer match about $524,039 at 4% or $349,360 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 7 | $718,040 | $60,976 | $8,711iApproximate average salary by contribution assumption: employee only about $217,771 at 4% or $145,181 at 6%; with 50% employer match about $145,181 at 4% or $96,787 at 6%; with 100% employer match about $108,886 at 4% or $72,590 at 6%. |
| 2021 | 2 | 7 | $1,646,851 | $201,035 | $28,719iApproximate average salary by contribution assumption: employee only about $717,982 at 4% or $478,655 at 6%; with 50% employer match about $478,655 at 4% or $319,103 at 6%; with 100% employer match about $358,991 at 4% or $239,327 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 7 | $861,219 | $145,000 | $20,714iApproximate average salary by contribution assumption: employee only about $517,857 at 4% or $345,238 at 6%; with 50% employer match about $345,238 at 4% or $230,159 at 6%; with 100% employer match about $258,929 at 4% or $172,619 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 6 | $785,632 | $56,035 | $9,339iApproximate average salary by contribution assumption: employee only about $233,479 at 4% or $155,653 at 6%; with 50% employer match about $155,653 at 4% or $103,769 at 6%; with 100% employer match about $116,740 at 4% or $77,826 at 6%. |
| 2020 | 2 | 8 | $1,300,814 | $177,758 | $22,220iApproximate average salary by contribution assumption: employee only about $555,494 at 4% or $370,329 at 6%; with 50% employer match about $370,329 at 4% or $246,886 at 6%; with 100% employer match about $277,747 at 4% or $185,165 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 8 | $653,454 | $123,000 | $15,375iApproximate average salary by contribution assumption: employee only about $384,375 at 4% or $256,250 at 6%; with 50% employer match about $256,250 at 4% or $170,833 at 6%; with 100% employer match about $192,188 at 4% or $128,125 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 8 | $647,360 | $54,758 | $6,845iApproximate average salary by contribution assumption: employee only about $171,119 at 4% or $114,079 at 6%; with 50% employer match about $114,079 at 4% or $76,053 at 6%; with 100% employer match about $85,559 at 4% or $57,040 at 6%. |
| 2019 | 2 | 7 | $987,790 | $169,210 | $24,173iApproximate average salary by contribution assumption: employee only about $604,321 at 4% or $402,881 at 6%; with 50% employer match about $402,881 at 4% or $268,587 at 6%; with 100% employer match about $302,161 at 4% or $201,440 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 7 | $520,952 | $54,210 | $7,744iApproximate average salary by contribution assumption: employee only about $193,607 at 4% or $129,071 at 6%; with 50% employer match about $129,071 at 4% or $86,048 at 6%; with 100% employer match about $96,804 at 4% or $64,536 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 7 | $466,838 | $115,000 | $16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%. |
| 2018 | 2 | 8 | $679,465 | $157,650 | $19,706iApproximate average salary by contribution assumption: employee only about $492,656 at 4% or $328,438 at 6%; with 50% employer match about $328,438 at 4% or $218,958 at 6%; with 100% employer match about $246,328 at 4% or $164,219 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 8 | $383,809 | $84,883 | $10,610iApproximate average salary by contribution assumption: employee only about $265,259 at 4% or $176,840 at 6%; with 50% employer match about $176,840 at 4% or $117,893 at 6%; with 100% employer match about $132,630 at 4% or $88,420 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 8 | $295,656 | $72,767 | $9,096iApproximate average salary by contribution assumption: employee only about $227,397 at 4% or $151,598 at 6%; with 50% employer match about $151,598 at 4% or $101,065 at 6%; with 100% employer match about $113,698 at 4% or $75,799 at 6%. |
| 2017 | 2 | 8 | $553,160 | $117,012 | $14,627iApproximate average salary by contribution assumption: employee only about $365,663 at 4% or $243,775 at 6%; with 50% employer match about $243,775 at 4% or $162,517 at 6%; with 100% employer match about $182,831 at 4% or $121,888 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 8 | $320,577 | $72,492 | $9,062iApproximate average salary by contribution assumption: employee only about $226,538 at 4% or $151,025 at 6%; with 50% employer match about $151,025 at 4% or $100,683 at 6%; with 100% employer match about $113,269 at 4% or $75,513 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 8 | $232,583 | $44,520 | $5,565iApproximate average salary by contribution assumption: employee only about $139,125 at 4% or $92,750 at 6%; with 50% employer match about $92,750 at 4% or $61,833 at 6%; with 100% employer match about $69,563 at 4% or $46,375 at 6%. |
| 2016 | 2 | 7 | $380,029 | $118,982 | $16,997iApproximate average salary by contribution assumption: employee only about $424,936 at 4% or $283,290 at 6%; with 50% employer match about $283,290 at 4% or $188,860 at 6%; with 100% employer match about $212,468 at 4% or $141,645 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 7 | $213,141 | $70,502 | $10,072iApproximate average salary by contribution assumption: employee only about $251,793 at 4% or $167,862 at 6%; with 50% employer match about $167,862 at 4% or $111,908 at 6%; with 100% employer match about $125,896 at 4% or $83,931 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 7 | $166,888 | $48,480 | $6,926iApproximate average salary by contribution assumption: employee only about $173,143 at 4% or $115,429 at 6%; with 50% employer match about $115,429 at 4% or $76,952 at 6%; with 100% employer match about $86,571 at 4% or $57,714 at 6%. |
| 2015 | 2 | 7 | $236,532 | $117,594 | $16,799iApproximate average salary by contribution assumption: employee only about $419,979 at 4% or $279,986 at 6%; with 50% employer match about $279,986 at 4% or $186,657 at 6%; with 100% employer match about $209,989 at 4% or $139,993 at 6%. |
| Gary Cartwright Orthodontics 401(K) Plan | - | 6 | $128,042 | $63,223 | $10,537iApproximate average salary by contribution assumption: employee only about $263,429 at 4% or $175,619 at 6%; with 50% employer match about $175,619 at 4% or $117,080 at 6%; with 100% employer match about $131,715 at 4% or $87,810 at 6%. |
| Gary Cartwright Orthodontics Cash Balance Pension Plan | - | 7 | $108,490 | $54,371 | $7,767iApproximate average salary by contribution assumption: employee only about $194,182 at 4% or $129,455 at 6%; with 50% employer match about $129,455 at 4% or $86,303 at 6%; with 100% employer match about $97,091 at 4% or $64,727 at 6%. |