Civic Intelligence

Rock Orthodontics Inc.

Plan context: Rock Orthodontics Inc. Retirement Plan & Trust

EIN 47-3582104 • Round Rock, TX • 15 filings • 2 plans

503 E Palm Valley Blvd #200Round Rock, TX 78681
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,343,709

2024 Contributions

$291,140

Historical Graphs

Total Assets Over Time

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

$3,343,709$1,671,855$0201520202024YearValue
$3,343,709Latest year 2024

Participants Over Time

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

22110201520202024YearValue
21Latest 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
2024221$3,343,709$291,140$13,864iApproximate average salary by contribution assumption: employee only about $346,595 at 4% or $231,063 at 6%; with 50% employer match about $231,063 at 4% or $154,042 at 6%; with 100% employer match about $173,298 at 4% or $115,532 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-21$2,682,278$158,738$7,559iApproximate average salary by contribution assumption: employee only about $188,974 at 4% or $125,983 at 6%; with 50% employer match about $125,983 at 4% or $83,988 at 6%; with 100% employer match about $94,487 at 4% or $62,991 at 6%.
Rock Orthodontics Inc. Cash Balance Plan & Trust-16$661,431$132,402$8,275iApproximate average salary by contribution assumption: employee only about $206,878 at 4% or $137,919 at 6%; with 50% employer match about $137,919 at 4% or $91,946 at 6%; with 100% employer match about $103,439 at 4% or $68,959 at 6%.
2023221$2,830,550$288,866$13,756iApproximate average salary by contribution assumption: employee only about $343,888 at 4% or $229,259 at 6%; with 50% employer match about $229,259 at 4% or $152,839 at 6%; with 100% employer match about $171,944 at 4% or $114,629 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-21$2,334,641$158,866$7,565iApproximate average salary by contribution assumption: employee only about $189,126 at 4% or $126,084 at 6%; with 50% employer match about $126,084 at 4% or $84,056 at 6%; with 100% employer match about $94,563 at 4% or $63,042 at 6%.
Rock Orthodontics Inc. Cash Balance Plan & Trust-15$495,909$130,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
2022222$2,207,564$306,398$13,927iApproximate average salary by contribution assumption: employee only about $348,180 at 4% or $232,120 at 6%; with 50% employer match about $232,120 at 4% or $154,746 at 6%; with 100% employer match about $174,090 at 4% or $116,060 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-22$1,880,760$141,398$6,427iApproximate average salary by contribution assumption: employee only about $160,680 at 4% or $107,120 at 6%; with 50% employer match about $107,120 at 4% or $71,413 at 6%; with 100% employer match about $80,340 at 4% or $53,560 at 6%.
Rock Orthodontics Inc. Cash Balance Plan & Trust-14$326,804$165,000$11,786iApproximate average salary by contribution assumption: employee only about $294,643 at 4% or $196,429 at 6%; with 50% employer match about $196,429 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%.
2021218$2,259,496$226,172$12,565iApproximate average salary by contribution assumption: employee only about $314,128 at 4% or $209,419 at 6%; with 50% employer match about $209,419 at 4% or $139,612 at 6%; with 100% employer match about $157,064 at 4% or $104,709 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-18$2,076,816$138,172$7,676iApproximate average salary by contribution assumption: employee only about $191,906 at 4% or $127,937 at 6%; with 50% employer match about $127,937 at 4% or $85,291 at 6%; with 100% employer match about $95,953 at 4% or $63,969 at 6%.
Rock Orthodontics Inc. Cash Balance Plan & Trust-13$182,680$88,000$6,769iApproximate average salary by contribution assumption: employee only about $169,231 at 4% or $112,821 at 6%; with 50% employer match about $112,821 at 4% or $75,214 at 6%; with 100% employer match about $84,615 at 4% or $56,410 at 6%.
2020214$1,774,762$216,313$15,451iApproximate average salary by contribution assumption: employee only about $386,273 at 4% or $257,515 at 6%; with 50% employer match about $257,515 at 4% or $171,677 at 6%; with 100% employer match about $193,137 at 4% or $128,758 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-14$1,683,063$124,614$8,901iApproximate average salary by contribution assumption: employee only about $222,525 at 4% or $148,350 at 6%; with 50% employer match about $148,350 at 4% or $98,900 at 6%; with 100% employer match about $111,263 at 4% or $74,175 at 6%.
Rock Orthodontics Inc. Cash Balance Plan & Trust-13$91,699$91,699$7,054iApproximate average salary by contribution assumption: employee only about $176,344 at 4% or $117,563 at 6%; with 50% employer match about $117,563 at 4% or $78,375 at 6%; with 100% employer match about $88,172 at 4% or $58,781 at 6%.
2019116$1,396,785$153,322$9,583iApproximate average salary by contribution assumption: employee only about $239,566 at 4% or $159,710 at 6%; with 50% employer match about $159,710 at 4% or $106,474 at 6%; with 100% employer match about $119,783 at 4% or $79,855 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-16$1,396,785$153,322$9,583iApproximate average salary by contribution assumption: employee only about $239,566 at 4% or $159,710 at 6%; with 50% employer match about $159,710 at 4% or $106,474 at 6%; with 100% employer match about $119,783 at 4% or $79,855 at 6%.
2018114$1,074,432$111,808$7,986iApproximate average salary by contribution assumption: employee only about $199,657 at 4% or $133,105 at 6%; with 50% employer match about $133,105 at 4% or $88,737 at 6%; with 100% employer match about $99,829 at 4% or $66,552 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-14$1,074,432$111,808$7,986iApproximate average salary by contribution assumption: employee only about $199,657 at 4% or $133,105 at 6%; with 50% employer match about $133,105 at 4% or $88,737 at 6%; with 100% employer match about $99,829 at 4% or $66,552 at 6%.
2017115$1,045,948$106,117$7,074iApproximate average salary by contribution assumption: employee only about $176,862 at 4% or $117,908 at 6%; with 50% employer match about $117,908 at 4% or $78,605 at 6%; with 100% employer match about $88,431 at 4% or $58,954 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-15$1,045,948$106,117$7,074iApproximate average salary by contribution assumption: employee only about $176,862 at 4% or $117,908 at 6%; with 50% employer match about $117,908 at 4% or $78,605 at 6%; with 100% employer match about $88,431 at 4% or $58,954 at 6%.
2016113$854,755$105,595$8,123iApproximate average salary by contribution assumption: employee only about $203,067 at 4% or $135,378 at 6%; with 50% employer match about $135,378 at 4% or $90,252 at 6%; with 100% employer match about $101,534 at 4% or $67,689 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-13$854,755$105,595$8,123iApproximate average salary by contribution assumption: employee only about $203,067 at 4% or $135,378 at 6%; with 50% employer match about $135,378 at 4% or $90,252 at 6%; with 100% employer match about $101,534 at 4% or $67,689 at 6%.
2015111$692,779$94,484$8,589iApproximate average salary by contribution assumption: employee only about $214,736 at 4% or $143,158 at 6%; with 50% employer match about $143,158 at 4% or $95,438 at 6%; with 100% employer match about $107,368 at 4% or $71,579 at 6%.
Rock Orthodontics Inc. Retirement Plan & Trust-11$692,779$94,484$8,589iApproximate average salary by contribution assumption: employee only about $214,736 at 4% or $143,158 at 6%; with 50% employer match about $143,158 at 4% or $95,438 at 6%; with 100% employer match about $107,368 at 4% or $71,579 at 6%.