Civic Intelligence

CONSOLIDATED ORTHODONTIC SERVICES, LLC

Plan context: CLAUSS ORTHODONTICS 401(K) PLAN

EIN 47-5453847 • Watertown, CT • 10 filings • 2 plans

51 Depot St.Suite 505Watertown, CT 06795
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,789,568

2025 Contributions

$194,862

Historical Graphs

Total Assets Over Time

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

$1,789,568$894,784$0202120232025YearValue
$1,789,568Latest year 2025

Participants Over Time

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

1160202120232025YearValue
9Latest year 2025

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
202529$1,789,568$194,862$21,651iApproximate average salary by contribution assumption: employee only about $541,283 at 4% or $360,856 at 6%; with 50% employer match about $360,856 at 4% or $240,570 at 6%; with 100% employer match about $270,642 at 4% or $180,428 at 6%.
CLAUSS ORTHODONTICS 401(K) PLAN-9$1,238,986$122,718$13,635iApproximate average salary by contribution assumption: employee only about $340,883 at 4% or $227,256 at 6%; with 50% employer match about $227,256 at 4% or $151,504 at 6%; with 100% employer match about $170,442 at 4% or $113,628 at 6%.
CLAUSS ORTHODONTICS CASH BALANCE PLAN & TRUST-8$550,582$72,144$9,018iApproximate average salary by contribution assumption: employee only about $225,450 at 4% or $150,300 at 6%; with 50% employer match about $150,300 at 4% or $100,200 at 6%; with 100% employer match about $112,725 at 4% or $75,150 at 6%.
2024210$1,447,328$213,234$21,323iApproximate average salary by contribution assumption: employee only about $533,085 at 4% or $355,390 at 6%; with 50% employer match about $355,390 at 4% or $236,927 at 6%; with 100% employer match about $266,543 at 4% or $177,695 at 6%.
CLAUSS ORTHODONTICS 401(K) PLAN-10$1,005,763$132,778$13,278iApproximate average salary by contribution assumption: employee only about $331,945 at 4% or $221,297 at 6%; with 50% employer match about $221,297 at 4% or $147,531 at 6%; with 100% employer match about $165,973 at 4% or $110,648 at 6%.
CLAUSS ORTHODONTICS CASH BALANCE PLAN & TRUST-10$441,565$80,456$8,046iApproximate average salary by contribution assumption: employee only about $201,140 at 4% or $134,093 at 6%; with 50% employer match about $134,093 at 4% or $89,396 at 6%; with 100% employer match about $100,570 at 4% or $67,047 at 6%.
2023211$1,125,511$198,888$18,081iApproximate average salary by contribution assumption: employee only about $452,018 at 4% or $301,345 at 6%; with 50% employer match about $301,345 at 4% or $200,897 at 6%; with 100% employer match about $226,009 at 4% or $150,673 at 6%.
CLAUSS ORTHODONTICS 401(K) PLAN-11$791,162$109,077$9,916iApproximate average salary by contribution assumption: employee only about $247,902 at 4% or $165,268 at 6%; with 50% employer match about $165,268 at 4% or $110,179 at 6%; with 100% employer match about $123,951 at 4% or $82,634 at 6%.
CLAUSS ORTHODONTICS CASH BALANCE PLAN & TRUST-10$334,349$89,811$8,981iApproximate average salary by contribution assumption: employee only about $224,528 at 4% or $149,685 at 6%; with 50% employer match about $149,685 at 4% or $99,790 at 6%; with 100% employer match about $112,264 at 4% or $74,843 at 6%.
2022210$789,424$209,689$20,969iApproximate average salary by contribution assumption: employee only about $524,223 at 4% or $349,482 at 6%; with 50% employer match about $349,482 at 4% or $232,988 at 6%; with 100% employer match about $262,111 at 4% or $174,741 at 6%.
CLAUSS ORTHODONTICS 401(K) PLAN-10$576,332$96,418$9,642iApproximate average salary by contribution assumption: employee only about $241,045 at 4% or $160,697 at 6%; with 50% employer match about $160,697 at 4% or $107,131 at 6%; with 100% employer match about $120,522 at 4% or $80,348 at 6%.
CLAUSS ORTHODONTICS CASH BALANCE PLAN & TRUST-10$213,092$113,271$11,327iApproximate average salary by contribution assumption: employee only about $283,178 at 4% or $188,785 at 6%; with 50% employer match about $188,785 at 4% or $125,857 at 6%; with 100% employer match about $141,589 at 4% or $94,393 at 6%.
202128$670,491$198,771$24,846iApproximate average salary by contribution assumption: employee only about $621,159 at 4% or $414,106 at 6%; with 50% employer match about $414,106 at 4% or $276,071 at 6%; with 100% employer match about $310,580 at 4% or $207,053 at 6%.
CLAUSS ORTHODONTICS 401(K) PLAN-8$563,269$91,549$11,444iApproximate average salary by contribution assumption: employee only about $286,091 at 4% or $190,727 at 6%; with 50% employer match about $190,727 at 4% or $127,151 at 6%; with 100% employer match about $143,045 at 4% or $95,364 at 6%.
CLAUSS ORTHODONTICS CASH BALANCE PLAN & TRUST-8$107,222$107,222$13,403iApproximate average salary by contribution assumption: employee only about $335,069 at 4% or $223,379 at 6%; with 50% employer match about $223,379 at 4% or $148,919 at 6%; with 100% employer match about $167,534 at 4% or $111,690 at 6%.