Civic Intelligence

Byrne Orthodontics PLLC

Plan context: Byrne Retirement Plan and Trust

EIN 56-2517608 • Saratoga Springs, NY • 30 filings • 4 plans

454 Maple AvenueSaratoga Springs, NY 12866
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$3,624,719

2025 Contributions

$166,369

Historical Graphs

Total Assets Over Time

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

$5,154,340$2,577,170$0200920172025YearValue
$3,624,719Latest year 2025

Participants Over Time

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

22110200820172025YearValue
15Latest 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
2025115$3,624,719$166,369$11,091iApproximate average salary by contribution assumption: employee only about $277,282 at 4% or $184,854 at 6%; with 50% employer match about $184,854 at 4% or $123,236 at 6%; with 100% employer match about $138,641 at 4% or $92,427 at 6%.
Byrne Retirement Plan and Trust-15$3,624,719$166,369$11,091iApproximate average salary by contribution assumption: employee only about $277,282 at 4% or $184,854 at 6%; with 50% employer match about $184,854 at 4% or $123,236 at 6%; with 100% employer match about $138,641 at 4% or $92,427 at 6%.
2024215$4,961,486$167,451$11,163iApproximate average salary by contribution assumption: employee only about $279,085 at 4% or $186,057 at 6%; with 50% employer match about $186,057 at 4% or $124,038 at 6%; with 100% employer match about $139,543 at 4% or $93,028 at 6%.
Byrne Retirement Plan and Trust-15$2,951,298$161,461$10,764iApproximate average salary by contribution assumption: employee only about $269,102 at 4% or $179,401 at 6%; with 50% employer match about $179,401 at 4% or $119,601 at 6%; with 100% employer match about $134,551 at 4% or $89,701 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-15$2,010,188$5,990$399iApproximate average salary by contribution assumption: employee only about $9,983 at 4% or $6,656 at 6%; with 50% employer match about $6,656 at 4% or $4,437 at 6%; with 100% employer match about $4,992 at 4% or $3,328 at 6%.
2023216$4,326,323$347,567$21,723iApproximate average salary by contribution assumption: employee only about $543,073 at 4% or $362,049 at 6%; with 50% employer match about $362,049 at 4% or $241,366 at 6%; with 100% employer match about $271,537 at 4% or $181,024 at 6%.
Byrne Retirement Plan and Trust-16$2,451,205$165,259$10,329iApproximate average salary by contribution assumption: employee only about $258,217 at 4% or $172,145 at 6%; with 50% employer match about $172,145 at 4% or $114,763 at 6%; with 100% employer match about $129,109 at 4% or $86,072 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-16$1,875,118$182,308$11,394iApproximate average salary by contribution assumption: employee only about $284,856 at 4% or $189,904 at 6%; with 50% employer match about $189,904 at 4% or $126,603 at 6%; with 100% employer match about $142,428 at 4% or $94,952 at 6%.
2022218$3,505,032$329,517$18,307iApproximate average salary by contribution assumption: employee only about $457,663 at 4% or $305,108 at 6%; with 50% employer match about $305,108 at 4% or $203,406 at 6%; with 100% employer match about $228,831 at 4% or $152,554 at 6%.
Byrne Retirement Plan and Trust-16$1,975,557$154,376$9,649iApproximate average salary by contribution assumption: employee only about $241,213 at 4% or $160,808 at 6%; with 50% employer match about $160,808 at 4% or $107,206 at 6%; with 100% employer match about $120,606 at 4% or $80,404 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-18$1,529,475$175,141$9,730iApproximate average salary by contribution assumption: employee only about $243,251 at 4% or $162,168 at 6%; with 50% employer match about $162,168 at 4% or $108,112 at 6%; with 100% employer match about $121,626 at 4% or $81,084 at 6%.
2021219$4,148,188$346,833$18,254iApproximate average salary by contribution assumption: employee only about $456,359 at 4% or $304,239 at 6%; with 50% employer match about $304,239 at 4% or $202,826 at 6%; with 100% employer match about $228,180 at 4% or $152,120 at 6%.
Byrne Retirement Plan and Trust-18$2,170,361$181,547$10,086iApproximate average salary by contribution assumption: employee only about $252,149 at 4% or $168,099 at 6%; with 50% employer match about $168,099 at 4% or $112,066 at 6%; with 100% employer match about $126,074 at 4% or $84,050 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-19$1,977,827$165,286$8,699iApproximate average salary by contribution assumption: employee only about $217,482 at 4% or $144,988 at 6%; with 50% employer match about $144,988 at 4% or $96,658 at 6%; with 100% employer match about $108,741 at 4% or $72,494 at 6%.
2020219$5,154,340$344,832$18,149iApproximate average salary by contribution assumption: employee only about $453,726 at 4% or $302,484 at 6%; with 50% employer match about $302,484 at 4% or $201,656 at 6%; with 100% employer match about $226,863 at 4% or $151,242 at 6%.
Byrne Retirement Plan and Trust-19$3,467,314$177,482$9,341iApproximate average salary by contribution assumption: employee only about $233,529 at 4% or $155,686 at 6%; with 50% employer match about $155,686 at 4% or $103,791 at 6%; with 100% employer match about $116,764 at 4% or $77,843 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-19$1,687,026$167,350$8,808iApproximate average salary by contribution assumption: employee only about $220,197 at 4% or $146,798 at 6%; with 50% employer match about $146,798 at 4% or $97,865 at 6%; with 100% employer match about $110,099 at 4% or $73,399 at 6%.
2019219$4,340,066$362,556$19,082iApproximate average salary by contribution assumption: employee only about $477,047 at 4% or $318,032 at 6%; with 50% employer match about $318,032 at 4% or $212,021 at 6%; with 100% employer match about $238,524 at 4% or $159,016 at 6%.
Byrne Retirement Plan and Trust-17$2,924,657$177,783$10,458iApproximate average salary by contribution assumption: employee only about $261,446 at 4% or $174,297 at 6%; with 50% employer match about $174,297 at 4% or $116,198 at 6%; with 100% employer match about $130,723 at 4% or $87,149 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-19$1,415,409$184,773$9,725iApproximate average salary by contribution assumption: employee only about $243,122 at 4% or $162,082 at 6%; with 50% employer match about $162,082 at 4% or $108,054 at 6%; with 100% employer match about $121,561 at 4% or $81,041 at 6%.
2018219$3,779,556$346,732$18,249iApproximate average salary by contribution assumption: employee only about $456,226 at 4% or $304,151 at 6%; with 50% employer match about $304,151 at 4% or $202,767 at 6%; with 100% employer match about $228,113 at 4% or $152,075 at 6%.
Byrne Retirement Plan and Trust-16$2,678,101$145,927$9,120iApproximate average salary by contribution assumption: employee only about $228,011 at 4% or $152,007 at 6%; with 50% employer match about $152,007 at 4% or $101,338 at 6%; with 100% employer match about $114,005 at 4% or $76,004 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-19$1,101,455$200,805$10,569iApproximate average salary by contribution assumption: employee only about $264,217 at 4% or $176,145 at 6%; with 50% employer match about $176,145 at 4% or $117,430 at 6%; with 100% employer match about $132,109 at 4% or $88,072 at 6%.
2017220$3,681,117$364,063$18,203iApproximate average salary by contribution assumption: employee only about $455,079 at 4% or $303,386 at 6%; with 50% employer match about $303,386 at 4% or $202,257 at 6%; with 100% employer match about $227,539 at 4% or $151,693 at 6%.
Byrne Retirement Plan and Trust-15$2,683,917$145,764$9,718iApproximate average salary by contribution assumption: employee only about $242,940 at 4% or $161,960 at 6%; with 50% employer match about $161,960 at 4% or $107,973 at 6%; with 100% employer match about $121,470 at 4% or $80,980 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-20$997,200$218,299$10,915iApproximate average salary by contribution assumption: employee only about $272,874 at 4% or $181,916 at 6%; with 50% employer match about $181,916 at 4% or $121,277 at 6%; with 100% employer match about $136,437 at 4% or $90,958 at 6%.
2016222$3,097,396$340,242$15,466iApproximate average salary by contribution assumption: employee only about $386,639 at 4% or $257,759 at 6%; with 50% employer match about $257,759 at 4% or $171,839 at 6%; with 100% employer match about $193,319 at 4% or $128,880 at 6%.
Byrne Retirement Plan and Trust-16$2,348,180$144,692$9,043iApproximate average salary by contribution assumption: employee only about $226,081 at 4% or $150,721 at 6%; with 50% employer match about $150,721 at 4% or $100,481 at 6%; with 100% employer match about $113,041 at 4% or $75,360 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-22$749,216$195,550$8,889iApproximate average salary by contribution assumption: employee only about $222,216 at 4% or $148,144 at 6%; with 50% employer match about $148,144 at 4% or $98,763 at 6%; with 100% employer match about $111,108 at 4% or $74,072 at 6%.
2015222$2,572,208$363,593$16,527iApproximate average salary by contribution assumption: employee only about $413,174 at 4% or $275,449 at 6%; with 50% employer match about $275,449 at 4% or $183,633 at 6%; with 100% employer match about $206,587 at 4% or $137,725 at 6%.
Byrne Retirement Plan and Trust-16$2,029,050$144,593$9,037iApproximate average salary by contribution assumption: employee only about $225,927 at 4% or $150,618 at 6%; with 50% employer match about $150,618 at 4% or $100,412 at 6%; with 100% employer match about $112,963 at 4% or $75,309 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-22$543,158$219,000$9,955iApproximate average salary by contribution assumption: employee only about $248,864 at 4% or $165,909 at 6%; with 50% employer match about $165,909 at 4% or $110,606 at 6%; with 100% employer match about $124,432 at 4% or $82,955 at 6%.
2014222$2,349,651$344,843$15,675iApproximate average salary by contribution assumption: employee only about $391,867 at 4% or $261,245 at 6%; with 50% employer match about $261,245 at 4% or $174,163 at 6%; with 100% employer match about $195,934 at 4% or $130,622 at 6%.
Byrne Retirement Plan and Trust-20$2,017,348$140,843$7,042iApproximate average salary by contribution assumption: employee only about $176,054 at 4% or $117,369 at 6%; with 50% employer match about $117,369 at 4% or $78,246 at 6%; with 100% employer match about $88,027 at 4% or $58,685 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-22$332,303$204,000$9,273iApproximate average salary by contribution assumption: employee only about $231,818 at 4% or $154,545 at 6%; with 50% employer match about $154,545 at 4% or $103,030 at 6%; with 100% employer match about $115,909 at 4% or $77,273 at 6%.
2013218$1,944,589$258,679$14,371iApproximate average salary by contribution assumption: employee only about $359,276 at 4% or $239,518 at 6%; with 50% employer match about $239,518 at 4% or $159,678 at 6%; with 100% employer match about $179,638 at 4% or $119,759 at 6%.
Byrne Retirement Plan and Trust-18$1,815,589$129,679$7,204iApproximate average salary by contribution assumption: employee only about $180,110 at 4% or $120,073 at 6%; with 50% employer match about $120,073 at 4% or $80,049 at 6%; with 100% employer match about $90,055 at 4% or $60,037 at 6%.
BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-13$129,000$129,000$9,923iApproximate average salary by contribution assumption: employee only about $248,077 at 4% or $165,385 at 6%; with 50% employer match about $165,385 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%.
2012116$1,461,087$124,143$7,759iApproximate average salary by contribution assumption: employee only about $193,973 at 4% or $129,316 at 6%; with 50% employer match about $129,316 at 4% or $86,210 at 6%; with 100% employer match about $96,987 at 4% or $64,658 at 6%.
Byrne Retirement Plan and Trust-16$1,461,087$124,143$7,759iApproximate average salary by contribution assumption: employee only about $193,973 at 4% or $129,316 at 6%; with 50% employer match about $129,316 at 4% or $86,210 at 6%; with 100% employer match about $96,987 at 4% or $64,658 at 6%.
2011115$1,190,080$119,147$7,943iApproximate average salary by contribution assumption: employee only about $198,578 at 4% or $132,386 at 6%; with 50% employer match about $132,386 at 4% or $88,257 at 6%; with 100% employer match about $99,289 at 4% or $66,193 at 6%.
Byrne Retirement Plan and Trust-15$1,190,080$119,147$7,943iApproximate average salary by contribution assumption: employee only about $198,578 at 4% or $132,386 at 6%; with 50% employer match about $132,386 at 4% or $88,257 at 6%; with 100% employer match about $99,289 at 4% or $66,193 at 6%.
2010117$1,124,214$127,874$7,522iApproximate average salary by contribution assumption: employee only about $188,050 at 4% or $125,367 at 6%; with 50% employer match about $125,367 at 4% or $83,578 at 6%; with 100% employer match about $94,025 at 4% or $62,683 at 6%.
Byrne Retirement Plan and Trust-17$1,124,214$127,874$7,522iApproximate average salary by contribution assumption: employee only about $188,050 at 4% or $125,367 at 6%; with 50% employer match about $125,367 at 4% or $83,578 at 6%; with 100% employer match about $94,025 at 4% or $62,683 at 6%.
2009113$235,801$123,573$9,506iApproximate average salary by contribution assumption: employee only about $237,640 at 4% or $158,427 at 6%; with 50% employer match about $158,427 at 4% or $105,618 at 6%; with 100% employer match about $118,820 at 4% or $79,213 at 6%.
Byrne Retirement Plan and Trust-13$235,801$123,573$9,506iApproximate average salary by contribution assumption: employee only about $237,640 at 4% or $158,427 at 6%; with 50% employer match about $158,427 at 4% or $105,618 at 6%; with 100% employer match about $118,820 at 4% or $79,213 at 6%.
2008113$0$0-
Byrne Retirement Plan and Trust-13---