Lustig & Young Orthodontics PLLC
Plan context: Ly Orthodontics Retirement Plan & Trust
EIN 47-3997374 • 2 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
30
2017 Assets
$2,370,354
2017 Contributions
$210,323
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 30 | $2,370,354 | $210,323 | $7,011iApproximate average salary by contribution assumption: employee only about $175,269 at 4% or $116,846 at 6%; with 50% employer match about $116,846 at 4% or $77,897 at 6%; with 100% employer match about $87,635 at 4% or $58,423 at 6%. |
| Ly Orthodontics Retirement Plan & Trust | - | 30 | $2,370,354 | $210,323 | $7,011iApproximate average salary by contribution assumption: employee only about $175,269 at 4% or $116,846 at 6%; with 50% employer match about $116,846 at 4% or $77,897 at 6%; with 100% employer match about $87,635 at 4% or $58,423 at 6%. |
| 2016 | 1 | 24 | $1,984,357 | $186,318 | $7,763iApproximate average salary by contribution assumption: employee only about $194,081 at 4% or $129,388 at 6%; with 50% employer match about $129,388 at 4% or $86,258 at 6%; with 100% employer match about $97,041 at 4% or $64,694 at 6%. |
| Ly Orthodontics Retirement Plan & Trust | - | 24 | $1,984,357 | $186,318 | $7,763iApproximate average salary by contribution assumption: employee only about $194,081 at 4% or $129,388 at 6%; with 50% employer match about $129,388 at 4% or $86,258 at 6%; with 100% employer match about $97,041 at 4% or $64,694 at 6%. |