SHANNON ORTHODONTICS, LLC
Plan context: SHANNON ORTHODONTICS 401(K) PLAN
EIN 47-4021167 • Davenport, FL • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$911,049
2025 Contributions
$151,247
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 21 | $911,049 | $151,247 | $7,202iApproximate average salary by contribution assumption: employee only about $180,056 at 4% or $120,037 at 6%; with 50% employer match about $120,037 at 4% or $80,025 at 6%; with 100% employer match about $90,028 at 4% or $60,019 at 6%. |
| SHANNON ORTHODONTICS 401(K) PLAN | - | 21 | $911,049 | $151,247 | $7,202iApproximate average salary by contribution assumption: employee only about $180,056 at 4% or $120,037 at 6%; with 50% employer match about $120,037 at 4% or $80,025 at 6%; with 100% employer match about $90,028 at 4% or $60,019 at 6%. |
| 2024 | 2 | 18 | $1,346,034 | $326,704 | $18,150iApproximate average salary by contribution assumption: employee only about $453,756 at 4% or $302,504 at 6%; with 50% employer match about $302,504 at 4% or $201,669 at 6%; with 100% employer match about $226,878 at 4% or $151,252 at 6%. |
| SHANNON ORTHODONTICS CASH BALANCE PLAN | - | 18 | $677,569 | $175,000 | $9,722iApproximate average salary by contribution assumption: employee only about $243,056 at 4% or $162,037 at 6%; with 50% employer match about $162,037 at 4% or $108,025 at 6%; with 100% employer match about $121,528 at 4% or $81,019 at 6%. |
| SHANNON ORTHODONTICS 401(K) PLAN | - | 14 | $668,465 | $151,704 | $10,836iApproximate average salary by contribution assumption: employee only about $270,900 at 4% or $180,600 at 6%; with 50% employer match about $180,600 at 4% or $120,400 at 6%; with 100% employer match about $135,450 at 4% or $90,300 at 6%. |
| 2023 | 2 | 17 | $940,612 | $266,638 | $15,685iApproximate average salary by contribution assumption: employee only about $392,115 at 4% or $261,410 at 6%; with 50% employer match about $261,410 at 4% or $174,273 at 6%; with 100% employer match about $196,057 at 4% or $130,705 at 6%. |
| SHANNON ORTHODONTICS 401(K) PLAN | - | 17 | $474,429 | $131,638 | $7,743iApproximate average salary by contribution assumption: employee only about $193,585 at 4% or $129,057 at 6%; with 50% employer match about $129,057 at 4% or $86,038 at 6%; with 100% employer match about $96,793 at 4% or $64,528 at 6%. |
| SHANNON ORTHODONTICS CASH BALANCE PLAN | - | 15 | $466,183 | $135,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2022 | 2 | 16 | $580,185 | $270,008 | $16,876iApproximate average salary by contribution assumption: employee only about $421,888 at 4% or $281,258 at 6%; with 50% employer match about $281,258 at 4% or $187,506 at 6%; with 100% employer match about $210,944 at 4% or $140,629 at 6%. |
| SHANNON ORTHODONTICS CASH BALANCE PLAN | - | 10 | $295,601 | $125,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| SHANNON ORTHODONTICS 401(K) PLAN | - | 16 | $284,584 | $145,008 | $9,063iApproximate average salary by contribution assumption: employee only about $226,575 at 4% or $151,050 at 6%; with 50% employer match about $151,050 at 4% or $100,700 at 6%; with 100% employer match about $113,288 at 4% or $75,525 at 6%. |
| 2021 | 2 | 12 | $385,953 | $181,970 | $15,164iApproximate average salary by contribution assumption: employee only about $379,104 at 4% or $252,736 at 6%; with 50% employer match about $252,736 at 4% or $168,491 at 6%; with 100% employer match about $189,552 at 4% or $126,368 at 6%. |
| SHANNON ORTHODONTICS CASH BALANCE PLAN | - | 6 | $208,613 | $99,202 | $16,534iApproximate average salary by contribution assumption: employee only about $413,342 at 4% or $275,561 at 6%; with 50% employer match about $275,561 at 4% or $183,707 at 6%; with 100% employer match about $206,671 at 4% or $137,781 at 6%. |
| SHANNON ORTHODONTICS 401(K) PLAN | - | 12 | $177,340 | $82,768 | $6,897iApproximate average salary by contribution assumption: employee only about $172,433 at 4% or $114,956 at 6%; with 50% employer match about $114,956 at 4% or $76,637 at 6%; with 100% employer match about $86,217 at 4% or $57,478 at 6%. |
| 2020 | 2 | 8 | $191,972 | $183,967 | $22,996iApproximate average salary by contribution assumption: employee only about $574,897 at 4% or $383,265 at 6%; with 50% employer match about $383,265 at 4% or $255,510 at 6%; with 100% employer match about $287,448 at 4% or $191,632 at 6%. |
| SHANNON ORTHODONTICS CASH BALANCE PLAN | - | 8 | $111,243 | $111,742 | $13,968iApproximate average salary by contribution assumption: employee only about $349,194 at 4% or $232,796 at 6%; with 50% employer match about $232,796 at 4% or $155,197 at 6%; with 100% employer match about $174,597 at 4% or $116,398 at 6%. |
| SHANNON ORTHODONTICS 401(K) PLAN | - | 8 | $80,729 | $72,225 | $9,028iApproximate average salary by contribution assumption: employee only about $225,703 at 4% or $150,469 at 6%; with 50% employer match about $150,469 at 4% or $100,313 at 6%; with 100% employer match about $112,852 at 4% or $75,234 at 6%. |