Calvert Orthodontics, L.C.
Plan context: Calvert Orthodontics LC Defined Benefit Pension Plan
EIN 52-2050308 • Palm Beach, FL • 31 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$2,790,172
2018 Contributions
$162,802
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 1 | $2,790,172 | $0 | - |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 1 | $2,790,172 | $0 | - |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 0 | $0 | $0 | - |
| 2017 | 2 | 12 | $4,112,454 | $162,802 | $13,567iApproximate average salary by contribution assumption: employee only about $339,171 at 4% or $226,114 at 6%; with 50% employer match about $226,114 at 4% or $150,743 at 6%; with 100% employer match about $169,585 at 4% or $113,057 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 12 | $2,743,306 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 11 | $1,369,148 | $62,802 | $5,709iApproximate average salary by contribution assumption: employee only about $142,732 at 4% or $95,155 at 6%; with 50% employer match about $95,155 at 4% or $63,436 at 6%; with 100% employer match about $71,366 at 4% or $47,577 at 6%. |
| 2016 | 2 | 15 | $3,791,438 | $321,918 | $21,461iApproximate average salary by contribution assumption: employee only about $536,530 at 4% or $357,687 at 6%; with 50% employer match about $357,687 at 4% or $238,458 at 6%; with 100% employer match about $268,265 at 4% or $178,843 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 15 | $2,552,160 | $250,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 12 | $1,239,278 | $71,918 | $5,993iApproximate average salary by contribution assumption: employee only about $149,829 at 4% or $99,886 at 6%; with 50% employer match about $99,886 at 4% or $66,591 at 6%; with 100% employer match about $74,915 at 4% or $49,943 at 6%. |
| 2015 | 2 | 14 | $3,292,312 | $295,130 | $21,081iApproximate average salary by contribution assumption: employee only about $527,018 at 4% or $351,345 at 6%; with 50% employer match about $351,345 at 4% or $234,230 at 6%; with 100% employer match about $263,509 at 4% or $175,673 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 14 | $2,220,786 | $230,000 | $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%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 14 | $1,071,526 | $65,130 | $4,652iApproximate average salary by contribution assumption: employee only about $116,304 at 4% or $77,536 at 6%; with 50% employer match about $77,536 at 4% or $51,690 at 6%; with 100% employer match about $58,152 at 4% or $38,768 at 6%. |
| 2014 | 2 | 14 | $2,950,100 | $334,685 | $23,906iApproximate average salary by contribution assumption: employee only about $597,652 at 4% or $398,435 at 6%; with 50% employer match about $398,435 at 4% or $265,623 at 6%; with 100% employer match about $298,826 at 4% or $199,217 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 14 | $1,921,393 | $275,000 | $19,643iApproximate average salary by contribution assumption: employee only about $491,071 at 4% or $327,381 at 6%; with 50% employer match about $327,381 at 4% or $218,254 at 6%; with 100% employer match about $245,536 at 4% or $163,690 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 14 | $1,028,707 | $59,685 | $4,263iApproximate average salary by contribution assumption: employee only about $106,580 at 4% or $71,054 at 6%; with 50% employer match about $71,054 at 4% or $47,369 at 6%; with 100% employer match about $53,290 at 4% or $35,527 at 6%. |
| 2013 | 2 | 16 | $2,545,132 | $373,003 | $23,313iApproximate average salary by contribution assumption: employee only about $582,817 at 4% or $388,545 at 6%; with 50% employer match about $388,545 at 4% or $259,030 at 6%; with 100% employer match about $291,409 at 4% or $194,272 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 13 | $1,587,919 | $301,586 | $23,199iApproximate average salary by contribution assumption: employee only about $579,973 at 4% or $386,649 at 6%; with 50% employer match about $386,649 at 4% or $257,766 at 6%; with 100% employer match about $289,987 at 4% or $193,324 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 16 | $957,213 | $71,417 | $4,464iApproximate average salary by contribution assumption: employee only about $111,589 at 4% or $74,393 at 6%; with 50% employer match about $74,393 at 4% or $49,595 at 6%; with 100% employer match about $55,795 at 4% or $37,196 at 6%. |
| 2012 | 2 | 16 | $2,326,968 | $367,372 | $22,961iApproximate average salary by contribution assumption: employee only about $574,019 at 4% or $382,679 at 6%; with 50% employer match about $382,679 at 4% or $255,119 at 6%; with 100% employer match about $287,009 at 4% or $191,340 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 14 | $1,258,155 | $285,553 | $20,397iApproximate average salary by contribution assumption: employee only about $509,916 at 4% or $339,944 at 6%; with 50% employer match about $339,944 at 4% or $226,629 at 6%; with 100% employer match about $254,958 at 4% or $169,972 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 16 | $1,068,813 | $81,819 | $5,114iApproximate average salary by contribution assumption: employee only about $127,842 at 4% or $85,228 at 6%; with 50% employer match about $85,228 at 4% or $56,819 at 6%; with 100% employer match about $63,921 at 4% or $42,614 at 6%. |
| 2011 | 2 | 16 | $1,838,983 | $338,991 | $21,187iApproximate average salary by contribution assumption: employee only about $529,673 at 4% or $353,116 at 6%; with 50% employer match about $353,116 at 4% or $235,410 at 6%; with 100% employer match about $264,837 at 4% or $176,558 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 14 | $941,687 | $257,530 | $18,395iApproximate average salary by contribution assumption: employee only about $459,875 at 4% or $306,583 at 6%; with 50% employer match about $306,583 at 4% or $204,389 at 6%; with 100% employer match about $229,938 at 4% or $153,292 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 16 | $897,296 | $81,461 | $5,091iApproximate average salary by contribution assumption: employee only about $127,283 at 4% or $84,855 at 6%; with 50% employer match about $84,855 at 4% or $56,570 at 6%; with 100% employer match about $63,641 at 4% or $42,428 at 6%. |
| 2010 | 2 | 15 | $1,553,385 | $296,281 | $19,752iApproximate average salary by contribution assumption: employee only about $493,802 at 4% or $329,201 at 6%; with 50% employer match about $329,201 at 4% or $219,467 at 6%; with 100% employer match about $246,901 at 4% or $164,601 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 15 | $891,748 | $80,925 | $5,395iApproximate average salary by contribution assumption: employee only about $134,875 at 4% or $89,917 at 6%; with 50% employer match about $89,917 at 4% or $59,944 at 6%; with 100% employer match about $67,438 at 4% or $44,958 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 13 | $661,637 | $215,356 | $16,566iApproximate average salary by contribution assumption: employee only about $414,146 at 4% or $276,097 at 6%; with 50% employer match about $276,097 at 4% or $184,065 at 6%; with 100% employer match about $207,073 at 4% or $138,049 at 6%. |
| 2009 | 2 | 16 | $1,145,467 | $259,679 | $16,230iApproximate average salary by contribution assumption: employee only about $405,748 at 4% or $270,499 at 6%; with 50% employer match about $270,499 at 4% or $180,333 at 6%; with 100% employer match about $202,874 at 4% or $135,249 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 16 | $712,859 | $82,799 | $5,175iApproximate average salary by contribution assumption: employee only about $129,373 at 4% or $86,249 at 6%; with 50% employer match about $86,249 at 4% or $57,499 at 6%; with 100% employer match about $64,687 at 4% or $43,124 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 13 | $432,608 | $176,880 | $13,606iApproximate average salary by contribution assumption: employee only about $340,154 at 4% or $226,769 at 6%; with 50% employer match about $226,769 at 4% or $151,179 at 6%; with 100% employer match about $170,077 at 4% or $113,385 at 6%. |
| 2008 | 2 | 9 | $751,907 | $225,812 | $25,090iApproximate average salary by contribution assumption: employee only about $627,256 at 4% or $418,170 at 6%; with 50% employer match about $418,170 at 4% or $278,780 at 6%; with 100% employer match about $313,628 at 4% or $209,085 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 9 | $502,107 | $96,256 | $10,695iApproximate average salary by contribution assumption: employee only about $267,378 at 4% or $178,252 at 6%; with 50% employer match about $178,252 at 4% or $118,835 at 6%; with 100% employer match about $133,689 at 4% or $89,126 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 8 | $249,800 | $129,556 | $16,195iApproximate average salary by contribution assumption: employee only about $404,863 at 4% or $269,908 at 6%; with 50% employer match about $269,908 at 4% or $179,939 at 6%; with 100% employer match about $202,431 at 4% or $134,954 at 6%. |
| 2007 | 2 | 10 | $603,081 | $76,082 | $7,608iApproximate average salary by contribution assumption: employee only about $190,205 at 4% or $126,803 at 6%; with 50% employer match about $126,803 at 4% or $84,536 at 6%; with 100% employer match about $95,103 at 4% or $63,402 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 10 | $603,081 | $76,082 | $7,608iApproximate average salary by contribution assumption: employee only about $190,205 at 4% or $126,803 at 6%; with 50% employer match about $126,803 at 4% or $84,536 at 6%; with 100% employer match about $95,103 at 4% or $63,402 at 6%. |
| Calvert Orthodontics LC Defined Benefit Pension Plan | - | 10 | - | - | - |
| 2006 | 1 | 11 | $503,171 | $85,167 | $7,742iApproximate average salary by contribution assumption: employee only about $193,561 at 4% or $129,041 at 6%; with 50% employer match about $129,041 at 4% or $86,027 at 6%; with 100% employer match about $96,781 at 4% or $64,520 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 11 | $503,171 | $85,167 | $7,742iApproximate average salary by contribution assumption: employee only about $193,561 at 4% or $129,041 at 6%; with 50% employer match about $129,041 at 4% or $86,027 at 6%; with 100% employer match about $96,781 at 4% or $64,520 at 6%. |
| 2005 | 1 | 11 | $372,420 | $82,004 | $7,455iApproximate average salary by contribution assumption: employee only about $186,373 at 4% or $124,248 at 6%; with 50% employer match about $124,248 at 4% or $82,832 at 6%; with 100% employer match about $93,186 at 4% or $62,124 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 11 | $372,420 | $82,004 | $7,455iApproximate average salary by contribution assumption: employee only about $186,373 at 4% or $124,248 at 6%; with 50% employer match about $124,248 at 4% or $82,832 at 6%; with 100% employer match about $93,186 at 4% or $62,124 at 6%. |
| 2004 | 1 | 8 | $271,446 | $73,384 | $9,173iApproximate average salary by contribution assumption: employee only about $229,325 at 4% or $152,883 at 6%; with 50% employer match about $152,883 at 4% or $101,922 at 6%; with 100% employer match about $114,663 at 4% or $76,442 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 8 | $271,446 | $73,384 | $9,173iApproximate average salary by contribution assumption: employee only about $229,325 at 4% or $152,883 at 6%; with 50% employer match about $152,883 at 4% or $101,922 at 6%; with 100% employer match about $114,663 at 4% or $76,442 at 6%. |
| 2003 | 1 | 9 | $198,961 | $64,918 | $7,213iApproximate average salary by contribution assumption: employee only about $180,328 at 4% or $120,219 at 6%; with 50% employer match about $120,219 at 4% or $80,146 at 6%; with 100% employer match about $90,164 at 4% or $60,109 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 9 | $198,961 | $64,918 | $7,213iApproximate average salary by contribution assumption: employee only about $180,328 at 4% or $120,219 at 6%; with 50% employer match about $120,219 at 4% or $80,146 at 6%; with 100% employer match about $90,164 at 4% or $60,109 at 6%. |
| 2002 | 1 | 9 | $102,826 | $61,141 | $6,793iApproximate average salary by contribution assumption: employee only about $169,836 at 4% or $113,224 at 6%; with 50% employer match about $113,224 at 4% or $75,483 at 6%; with 100% employer match about $84,918 at 4% or $56,612 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 9 | $102,826 | $61,141 | $6,793iApproximate average salary by contribution assumption: employee only about $169,836 at 4% or $113,224 at 6%; with 50% employer match about $113,224 at 4% or $75,483 at 6%; with 100% employer match about $84,918 at 4% or $56,612 at 6%. |
| 2001 | 2 | 7 | $53,409 | $56,485 | $8,069iApproximate average salary by contribution assumption: employee only about $201,732 at 4% or $134,488 at 6%; with 50% employer match about $134,488 at 4% or $89,659 at 6%; with 100% employer match about $100,866 at 4% or $67,244 at 6%. |
| Calvert Orthodontics, L.C. 401(K) Plan | - | 7 | $53,409 | $45,285 | $6,469iApproximate average salary by contribution assumption: employee only about $161,732 at 4% or $107,821 at 6%; with 50% employer match about $107,821 at 4% or $71,881 at 6%; with 100% employer match about $80,866 at 4% or $53,911 at 6%. |
| CALVERT ORTHODONTICS, L.C. MONEY PURCHASE PENSION PLAN | - | 7 | - | $11,200 | $1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%. |