Civic Intelligence

Upstate Orthodontics Inc.

Plan context: Upstate Orthodontics Inc. Retirement Plan

EIN 57-1112339 • Clemson, SC • 20 filings • 2 plans

201 Frontage Rd Ste 1Clemson, SC 29631-1690
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,104,884

2024 Contributions

$88,089

Historical Graphs

Total Assets Over Time

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

$2,104,884$1,052,442$0200520152024YearValue
$2,104,884Latest year 2024

Participants Over Time

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

1160200520152024YearValue
11Latest year 2024

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
2024111$2,104,884$88,089$8,008iApproximate average salary by contribution assumption: employee only about $200,202 at 4% or $133,468 at 6%; with 50% employer match about $133,468 at 4% or $88,979 at 6%; with 100% employer match about $100,101 at 4% or $66,734 at 6%.
Upstate Orthodontics Inc. Retirement Plan-11$2,104,884$88,089$8,008iApproximate average salary by contribution assumption: employee only about $200,202 at 4% or $133,468 at 6%; with 50% employer match about $133,468 at 4% or $88,979 at 6%; with 100% employer match about $100,101 at 4% or $66,734 at 6%.
2023110$1,847,508$84,049$8,405iApproximate average salary by contribution assumption: employee only about $210,123 at 4% or $140,082 at 6%; with 50% employer match about $140,082 at 4% or $93,388 at 6%; with 100% employer match about $105,061 at 4% or $70,041 at 6%.
Upstate Orthodontics Inc. Retirement Plan-10$1,847,508$84,049$8,405iApproximate average salary by contribution assumption: employee only about $210,123 at 4% or $140,082 at 6%; with 50% employer match about $140,082 at 4% or $93,388 at 6%; with 100% employer match about $105,061 at 4% or $70,041 at 6%.
202219$1,566,859$78,638$8,738iApproximate average salary by contribution assumption: employee only about $218,439 at 4% or $145,626 at 6%; with 50% employer match about $145,626 at 4% or $97,084 at 6%; with 100% employer match about $109,219 at 4% or $72,813 at 6%.
Upstate Orthodontics Inc. Retirement Plan-9$1,566,859$78,638$8,738iApproximate average salary by contribution assumption: employee only about $218,439 at 4% or $145,626 at 6%; with 50% employer match about $145,626 at 4% or $97,084 at 6%; with 100% employer match about $109,219 at 4% or $72,813 at 6%.
2021110$1,812,914$84,298$8,430iApproximate average salary by contribution assumption: employee only about $210,745 at 4% or $140,497 at 6%; with 50% employer match about $140,497 at 4% or $93,664 at 6%; with 100% employer match about $105,372 at 4% or $70,248 at 6%.
Upstate Orthodontics Inc. Retirement Plan-10$1,812,914$84,298$8,430iApproximate average salary by contribution assumption: employee only about $210,745 at 4% or $140,497 at 6%; with 50% employer match about $140,497 at 4% or $93,664 at 6%; with 100% employer match about $105,372 at 4% or $70,248 at 6%.
202019$1,569,403$84,532$9,392iApproximate average salary by contribution assumption: employee only about $234,811 at 4% or $156,541 at 6%; with 50% employer match about $156,541 at 4% or $104,360 at 6%; with 100% employer match about $117,406 at 4% or $78,270 at 6%.
Upstate Orthodontics Inc. Retirement Plan-9$1,569,403$84,532$9,392iApproximate average salary by contribution assumption: employee only about $234,811 at 4% or $156,541 at 6%; with 50% employer match about $156,541 at 4% or $104,360 at 6%; with 100% employer match about $117,406 at 4% or $78,270 at 6%.
201919$1,266,353$77,207$8,579iApproximate average salary by contribution assumption: employee only about $214,464 at 4% or $142,976 at 6%; with 50% employer match about $142,976 at 4% or $95,317 at 6%; with 100% employer match about $107,232 at 4% or $71,488 at 6%.
Upstate Orthodontics Inc. Retirement Plan-9$1,266,353$77,207$8,579iApproximate average salary by contribution assumption: employee only about $214,464 at 4% or $142,976 at 6%; with 50% employer match about $142,976 at 4% or $95,317 at 6%; with 100% employer match about $107,232 at 4% or $71,488 at 6%.
201819$1,014,575$65,684$7,298iApproximate average salary by contribution assumption: employee only about $182,456 at 4% or $121,637 at 6%; with 50% employer match about $121,637 at 4% or $81,091 at 6%; with 100% employer match about $91,228 at 4% or $60,819 at 6%.
Upstate Orthodontics Inc. Retirement Plan-9$1,014,575$65,684$7,298iApproximate average salary by contribution assumption: employee only about $182,456 at 4% or $121,637 at 6%; with 50% employer match about $121,637 at 4% or $81,091 at 6%; with 100% employer match about $91,228 at 4% or $60,819 at 6%.
2017110$993,486$56,923$5,692iApproximate average salary by contribution assumption: employee only about $142,308 at 4% or $94,872 at 6%; with 50% employer match about $94,872 at 4% or $63,248 at 6%; with 100% employer match about $71,154 at 4% or $47,436 at 6%.
Upstate Orthodontics Inc. Retirement Plan-10$993,486$56,923$5,692iApproximate average salary by contribution assumption: employee only about $142,308 at 4% or $94,872 at 6%; with 50% employer match about $94,872 at 4% or $63,248 at 6%; with 100% employer match about $71,154 at 4% or $47,436 at 6%.
2016110$816,154$55,592$5,559iApproximate average salary by contribution assumption: employee only about $138,980 at 4% or $92,653 at 6%; with 50% employer match about $92,653 at 4% or $61,769 at 6%; with 100% employer match about $69,490 at 4% or $46,327 at 6%.
Upstate Orthodontics Inc. Retirement Plan-10$816,154$55,592$5,559iApproximate average salary by contribution assumption: employee only about $138,980 at 4% or $92,653 at 6%; with 50% employer match about $92,653 at 4% or $61,769 at 6%; with 100% employer match about $69,490 at 4% or $46,327 at 6%.
2015110$721,300$48,037$4,804iApproximate average salary by contribution assumption: employee only about $120,093 at 4% or $80,062 at 6%; with 50% employer match about $80,062 at 4% or $53,374 at 6%; with 100% employer match about $60,046 at 4% or $40,031 at 6%.
Upstate Orthodontics Inc. Retirement Plan-10$721,300$48,037$4,804iApproximate average salary by contribution assumption: employee only about $120,093 at 4% or $80,062 at 6%; with 50% employer match about $80,062 at 4% or $53,374 at 6%; with 100% employer match about $60,046 at 4% or $40,031 at 6%.
201418$682,555$34,003$4,250iApproximate average salary by contribution assumption: employee only about $106,259 at 4% or $70,840 at 6%; with 50% employer match about $70,840 at 4% or $47,226 at 6%; with 100% employer match about $53,130 at 4% or $35,420 at 6%.
Upstate Orthodontics Inc. Retirement Plan-8$682,555$34,003$4,250iApproximate average salary by contribution assumption: employee only about $106,259 at 4% or $70,840 at 6%; with 50% employer match about $70,840 at 4% or $47,226 at 6%; with 100% employer match about $53,130 at 4% or $35,420 at 6%.
201318$637,798$55,251$6,906iApproximate average salary by contribution assumption: employee only about $172,659 at 4% or $115,106 at 6%; with 50% employer match about $115,106 at 4% or $76,738 at 6%; with 100% employer match about $86,330 at 4% or $57,553 at 6%.
Upstate Orthodontics Inc. Retirement Plan-8$637,798$55,251$6,906iApproximate average salary by contribution assumption: employee only about $172,659 at 4% or $115,106 at 6%; with 50% employer match about $115,106 at 4% or $76,738 at 6%; with 100% employer match about $86,330 at 4% or $57,553 at 6%.
201217$505,169$50,089$7,156iApproximate average salary by contribution assumption: employee only about $178,889 at 4% or $119,260 at 6%; with 50% employer match about $119,260 at 4% or $79,506 at 6%; with 100% employer match about $89,445 at 4% or $59,630 at 6%.
Upstate Orthodontics Inc. Retirement Plan-7$505,169$50,089$7,156iApproximate average salary by contribution assumption: employee only about $178,889 at 4% or $119,260 at 6%; with 50% employer match about $119,260 at 4% or $79,506 at 6%; with 100% employer match about $89,445 at 4% or $59,630 at 6%.
201116$402,518$47,932$7,989iApproximate average salary by contribution assumption: employee only about $199,717 at 4% or $133,144 at 6%; with 50% employer match about $133,144 at 4% or $88,763 at 6%; with 100% employer match about $99,858 at 4% or $66,572 at 6%.
Upstate Orthodontics Inc. Retirement Plan-6$402,518$47,932$7,989iApproximate average salary by contribution assumption: employee only about $199,717 at 4% or $133,144 at 6%; with 50% employer match about $133,144 at 4% or $88,763 at 6%; with 100% employer match about $99,858 at 4% or $66,572 at 6%.
201017$383,432$49,513$7,073iApproximate average salary by contribution assumption: employee only about $176,832 at 4% or $117,888 at 6%; with 50% employer match about $117,888 at 4% or $78,592 at 6%; with 100% employer match about $88,416 at 4% or $58,944 at 6%.
Upstate Orthodontics Inc. Retirement Plan-7$383,432$49,513$7,073iApproximate average salary by contribution assumption: employee only about $176,832 at 4% or $117,888 at 6%; with 50% employer match about $117,888 at 4% or $78,592 at 6%; with 100% employer match about $88,416 at 4% or $58,944 at 6%.
200919$304,909$27,712$3,079iApproximate average salary by contribution assumption: employee only about $76,978 at 4% or $51,319 at 6%; with 50% employer match about $51,319 at 4% or $34,212 at 6%; with 100% employer match about $38,489 at 4% or $25,659 at 6%.
Upstate Orthodontics Inc. Retirement Plan-9$304,909$27,712$3,079iApproximate average salary by contribution assumption: employee only about $76,978 at 4% or $51,319 at 6%; with 50% employer match about $51,319 at 4% or $34,212 at 6%; with 100% employer match about $38,489 at 4% or $25,659 at 6%.
200816$207,977$27,147$4,525iApproximate average salary by contribution assumption: employee only about $113,113 at 4% or $75,408 at 6%; with 50% employer match about $75,408 at 4% or $50,272 at 6%; with 100% employer match about $56,556 at 4% or $37,704 at 6%.
Upstate Orthodontics Inc. Retirement Plan-6$207,977$27,147$4,525iApproximate average salary by contribution assumption: employee only about $113,113 at 4% or $75,408 at 6%; with 50% employer match about $75,408 at 4% or $50,272 at 6%; with 100% employer match about $56,556 at 4% or $37,704 at 6%.
200717$0$0-
Upstate Orthodontics Inc. Retirement Plan-7---
200616$211,982$42,799$7,133iApproximate average salary by contribution assumption: employee only about $178,329 at 4% or $118,886 at 6%; with 50% employer match about $118,886 at 4% or $79,257 at 6%; with 100% employer match about $89,165 at 4% or $59,443 at 6%.
Upstate Orthodontics Inc. Retirement Plan-6$211,982$42,799$7,133iApproximate average salary by contribution assumption: employee only about $178,329 at 4% or $118,886 at 6%; with 50% employer match about $118,886 at 4% or $79,257 at 6%; with 100% employer match about $89,165 at 4% or $59,443 at 6%.
200516$147,561$137,120$22,853iApproximate average salary by contribution assumption: employee only about $571,333 at 4% or $380,889 at 6%; with 50% employer match about $380,889 at 4% or $253,926 at 6%; with 100% employer match about $285,667 at 4% or $190,444 at 6%.
Upstate Orthodontics Inc. Retirement Plan-6$147,561$137,120$22,853iApproximate average salary by contribution assumption: employee only about $571,333 at 4% or $380,889 at 6%; with 50% employer match about $380,889 at 4% or $253,926 at 6%; with 100% employer match about $285,667 at 4% or $190,444 at 6%.