Civic Intelligence

Dr. Daniel J. Endrizal, P.A.

Plan context: ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN

EIN 59-2712702 • Fort Myers, FL • 42 filings • 10 plans

7780 Cambridge Manor Place, Suite AFort Myers, FL 33907-3656
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$2,251,681

2021 Contributions

$368,273

Historical Graphs

Total Assets Over Time

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

$4,300,076$2,150,038$0199920112021YearValue
$2,251,681Latest year 2021

Participants Over Time

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

31160199920102021YearValue
2Latest year 2021

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
202122$2,251,681$0-
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-2$2,251,681$0-
Dr. David R. Heald Profit Sharing Plan-0$0$0-
2020231$2,300,765$368,273$11,880iApproximate average salary by contribution assumption: employee only about $296,994 at 4% or $197,996 at 6%; with 50% employer match about $197,996 at 4% or $131,997 at 6%; with 100% employer match about $148,497 at 4% or $98,998 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-28$2,201,259$165,083$5,896iApproximate average salary by contribution assumption: employee only about $147,396 at 4% or $98,264 at 6%; with 50% employer match about $98,264 at 4% or $65,509 at 6%; with 100% employer match about $73,698 at 4% or $49,132 at 6%.
Dr. David R. Heald Profit Sharing Plan-31$99,506$203,190$6,555iApproximate average salary by contribution assumption: employee only about $163,863 at 4% or $109,242 at 6%; with 50% employer match about $109,242 at 4% or $72,828 at 6%; with 100% employer match about $81,931 at 4% or $54,621 at 6%.
2019228$4,300,076$452,177$16,149iApproximate average salary by contribution assumption: employee only about $403,729 at 4% or $269,153 at 6%; with 50% employer match about $269,153 at 4% or $179,435 at 6%; with 100% employer match about $201,865 at 4% or $134,576 at 6%.
Dr. David R. Heald Profit Sharing Plan-28$2,382,373$186,504$6,661iApproximate average salary by contribution assumption: employee only about $166,521 at 4% or $111,014 at 6%; with 50% employer match about $111,014 at 4% or $74,010 at 6%; with 100% employer match about $83,261 at 4% or $55,507 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-21$1,917,703$265,673$12,651iApproximate average salary by contribution assumption: employee only about $316,277 at 4% or $210,852 at 6%; with 50% employer match about $210,852 at 4% or $140,568 at 6%; with 100% employer match about $158,139 at 4% or $105,426 at 6%.
2018231$3,400,741$607,871$19,609iApproximate average salary by contribution assumption: employee only about $490,219 at 4% or $326,812 at 6%; with 50% employer match about $326,812 at 4% or $217,875 at 6%; with 100% employer match about $245,109 at 4% or $163,406 at 6%.
Dr. David R. Heald Profit Sharing Plan-31$1,863,997$171,871$5,544iApproximate average salary by contribution assumption: employee only about $138,606 at 4% or $92,404 at 6%; with 50% employer match about $92,404 at 4% or $61,603 at 6%; with 100% employer match about $69,303 at 4% or $46,202 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-23$1,536,744$436,000$18,957iApproximate average salary by contribution assumption: employee only about $473,913 at 4% or $315,942 at 6%; with 50% employer match about $315,942 at 4% or $210,628 at 6%; with 100% employer match about $236,957 at 4% or $157,971 at 6%.
2017230$2,928,809$319,372$10,646iApproximate average salary by contribution assumption: employee only about $266,143 at 4% or $177,429 at 6%; with 50% employer match about $177,429 at 4% or $118,286 at 6%; with 100% employer match about $133,072 at 4% or $88,714 at 6%.
Dr. David R. Heald Profit Sharing Plan-30$1,816,982$104,372$3,479iApproximate average salary by contribution assumption: employee only about $86,977 at 4% or $57,984 at 6%; with 50% employer match about $57,984 at 4% or $38,656 at 6%; with 100% employer match about $43,488 at 4% or $28,992 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-20$1,111,827$215,000$10,750iApproximate average salary by contribution assumption: employee only about $268,750 at 4% or $179,167 at 6%; with 50% employer match about $179,167 at 4% or $119,444 at 6%; with 100% employer match about $134,375 at 4% or $89,583 at 6%.
2016226$2,305,152$262,854$10,110iApproximate average salary by contribution assumption: employee only about $252,744 at 4% or $168,496 at 6%; with 50% employer match about $168,496 at 4% or $112,331 at 6%; with 100% employer match about $126,372 at 4% or $84,248 at 6%.
Dr. David R. Heald Profit Sharing Plan-26$1,477,260$112,854$4,341iApproximate average salary by contribution assumption: employee only about $108,513 at 4% or $72,342 at 6%; with 50% employer match about $72,342 at 4% or $48,228 at 6%; with 100% employer match about $54,257 at 4% or $36,171 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-20$827,892$150,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
2015227$1,910,721$261,391$9,681iApproximate average salary by contribution assumption: employee only about $242,029 at 4% or $161,352 at 6%; with 50% employer match about $161,352 at 4% or $107,568 at 6%; with 100% employer match about $121,014 at 4% or $80,676 at 6%.
Dr. David R. Heald Profit Sharing Plan-27$1,264,446$113,391$4,200iApproximate average salary by contribution assumption: employee only about $104,992 at 4% or $69,994 at 6%; with 50% employer match about $69,994 at 4% or $46,663 at 6%; with 100% employer match about $52,496 at 4% or $34,997 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-20$646,275$148,000$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
2014226$1,769,290$262,147$10,083iApproximate average salary by contribution assumption: employee only about $252,064 at 4% or $168,043 at 6%; with 50% employer match about $168,043 at 4% or $112,029 at 6%; with 100% employer match about $126,032 at 4% or $84,021 at 6%.
Dr. David R. Heald Profit Sharing Plan-26$1,222,706$150,904$5,804iApproximate average salary by contribution assumption: employee only about $145,100 at 4% or $96,733 at 6%; with 50% employer match about $96,733 at 4% or $64,489 at 6%; with 100% employer match about $72,550 at 4% or $48,367 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-22$546,584$111,243$5,057iApproximate average salary by contribution assumption: employee only about $126,413 at 4% or $84,275 at 6%; with 50% employer match about $84,275 at 4% or $56,183 at 6%; with 100% employer match about $63,206 at 4% or $42,138 at 6%.
2013326$2,529,289$314,515$12,097iApproximate average salary by contribution assumption: employee only about $302,418 at 4% or $201,612 at 6%; with 50% employer match about $201,612 at 4% or $134,408 at 6%; with 100% employer match about $151,209 at 4% or $100,806 at 6%.
ORTHODONTICS EXCLUSIVELY PA 401 K PROFIT SHARING PLAN TRUST-26$1,042,155$90,125$3,466iApproximate average salary by contribution assumption: employee only about $86,659 at 4% or $57,772 at 6%; with 50% employer match about $57,772 at 4% or $38,515 at 6%; with 100% employer match about $43,329 at 4% or $28,886 at 6%.
Dr. David R. Heald Profit Sharing Plan-26$1,042,155$90,125$3,466iApproximate average salary by contribution assumption: employee only about $86,659 at 4% or $57,772 at 6%; with 50% employer match about $57,772 at 4% or $38,515 at 6%; with 100% employer match about $43,329 at 4% or $28,886 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-20$444,979$134,265$6,713iApproximate average salary by contribution assumption: employee only about $167,831 at 4% or $111,888 at 6%; with 50% employer match about $111,888 at 4% or $74,592 at 6%; with 100% employer match about $83,916 at 4% or $55,944 at 6%.
2012227$1,320,706$96,770$3,584iApproximate average salary by contribution assumption: employee only about $89,602 at 4% or $59,735 at 6%; with 50% employer match about $59,735 at 4% or $39,823 at 6%; with 100% employer match about $44,801 at 4% or $29,867 at 6%.
Dr. David R. Heald Profit Sharing Plan-27$1,010,020$96,770$3,584iApproximate average salary by contribution assumption: employee only about $89,602 at 4% or $59,735 at 6%; with 50% employer match about $59,735 at 4% or $39,823 at 6%; with 100% employer match about $44,801 at 4% or $29,867 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-23$310,686$0-
2011226$1,225,864$165,773$6,376iApproximate average salary by contribution assumption: employee only about $159,397 at 4% or $106,265 at 6%; with 50% employer match about $106,265 at 4% or $70,843 at 6%; with 100% employer match about $79,699 at 4% or $53,132 at 6%.
Dr. David R. Heald Profit Sharing Plan-26$919,957$87,661$3,372iApproximate average salary by contribution assumption: employee only about $84,289 at 4% or $56,193 at 6%; with 50% employer match about $56,193 at 4% or $37,462 at 6%; with 100% employer match about $42,145 at 4% or $28,096 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-21$305,907$78,112$3,720iApproximate average salary by contribution assumption: employee only about $92,990 at 4% or $61,994 at 6%; with 50% employer match about $61,994 at 4% or $41,329 at 6%; with 100% employer match about $46,495 at 4% or $30,997 at 6%.
2010230$1,343,578$146,335$4,878iApproximate average salary by contribution assumption: employee only about $121,946 at 4% or $81,297 at 6%; with 50% employer match about $81,297 at 4% or $54,198 at 6%; with 100% employer match about $60,973 at 4% or $40,649 at 6%.
Dr. David R. Heald Profit Sharing Plan-30$1,114,216$70,226$2,341iApproximate average salary by contribution assumption: employee only about $58,522 at 4% or $39,014 at 6%; with 50% employer match about $39,014 at 4% or $26,010 at 6%; with 100% employer match about $29,261 at 4% or $19,507 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-22$229,362$76,109$3,460iApproximate average salary by contribution assumption: employee only about $86,488 at 4% or $57,658 at 6%; with 50% employer match about $57,658 at 4% or $38,439 at 6%; with 100% employer match about $43,244 at 4% or $28,829 at 6%.
2009231$1,210,653$86,574$2,793iApproximate average salary by contribution assumption: employee only about $69,818 at 4% or $46,545 at 6%; with 50% employer match about $46,545 at 4% or $31,030 at 6%; with 100% employer match about $34,909 at 4% or $23,273 at 6%.
Dr. David R. Heald Profit Sharing Plan-31$1,057,428$86,574$2,793iApproximate average salary by contribution assumption: employee only about $69,818 at 4% or $46,545 at 6%; with 50% employer match about $46,545 at 4% or $31,030 at 6%; with 100% employer match about $34,909 at 4% or $23,273 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-23$153,225$0-
2008224$966,715$114,041$4,752iApproximate average salary by contribution assumption: employee only about $118,793 at 4% or $79,195 at 6%; with 50% employer match about $79,195 at 4% or $52,797 at 6%; with 100% employer match about $59,396 at 4% or $39,598 at 6%.
Dr. David R. Heald Profit Sharing Plan-24$966,715$114,041$4,752iApproximate average salary by contribution assumption: employee only about $118,793 at 4% or $79,195 at 6%; with 50% employer match about $79,195 at 4% or $52,797 at 6%; with 100% employer match about $59,396 at 4% or $39,598 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PENSION PLAN-21---
2007223$0$0-
Dr. David R. Heald Profit Sharing Plan-23---
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PLAN-20---
2006220$759,267$159,859$7,993iApproximate average salary by contribution assumption: employee only about $199,824 at 4% or $133,216 at 6%; with 50% employer match about $133,216 at 4% or $88,811 at 6%; with 100% employer match about $99,912 at 4% or $66,608 at 6%.
Dr. David R. Heald Profit Sharing Plan-20$692,205$92,797$4,640iApproximate average salary by contribution assumption: employee only about $115,996 at 4% or $77,331 at 6%; with 50% employer match about $77,331 at 4% or $51,554 at 6%; with 100% employer match about $57,998 at 4% or $38,665 at 6%.
ORTHODONTICS EXCLUSIVELY, P.A. CASH BALANCE PLAN-17$67,062$67,062$3,945iApproximate average salary by contribution assumption: employee only about $98,621 at 4% or $65,747 at 6%; with 50% employer match about $65,747 at 4% or $43,831 at 6%; with 100% employer match about $49,310 at 4% or $32,874 at 6%.
2005119$590,304$96,818$5,096iApproximate average salary by contribution assumption: employee only about $127,392 at 4% or $84,928 at 6%; with 50% employer match about $84,928 at 4% or $56,619 at 6%; with 100% employer match about $63,696 at 4% or $42,464 at 6%.
Dr. David R. Heald Profit Sharing Plan-19$590,304$96,818$5,096iApproximate average salary by contribution assumption: employee only about $127,392 at 4% or $84,928 at 6%; with 50% employer match about $84,928 at 4% or $56,619 at 6%; with 100% employer match about $63,696 at 4% or $42,464 at 6%.
2004119$478,472$115,696$6,089iApproximate average salary by contribution assumption: employee only about $152,232 at 4% or $101,488 at 6%; with 50% employer match about $101,488 at 4% or $67,658 at 6%; with 100% employer match about $76,116 at 4% or $50,744 at 6%.
Dr. David R. Heald Profit Sharing Plan-19$478,472$115,696$6,089iApproximate average salary by contribution assumption: employee only about $152,232 at 4% or $101,488 at 6%; with 50% employer match about $101,488 at 4% or $67,658 at 6%; with 100% employer match about $76,116 at 4% or $50,744 at 6%.
2003118$364,520$86,637$4,813iApproximate average salary by contribution assumption: employee only about $120,329 at 4% or $80,219 at 6%; with 50% employer match about $80,219 at 4% or $53,480 at 6%; with 100% employer match about $60,165 at 4% or $40,110 at 6%.
Dr. David R. Heald Profit Sharing Plan-18$364,520$86,637$4,813iApproximate average salary by contribution assumption: employee only about $120,329 at 4% or $80,219 at 6%; with 50% employer match about $80,219 at 4% or $53,480 at 6%; with 100% employer match about $60,165 at 4% or $40,110 at 6%.
2002119$283,374$87,282$4,594iApproximate average salary by contribution assumption: employee only about $114,845 at 4% or $76,563 at 6%; with 50% employer match about $76,563 at 4% or $51,042 at 6%; with 100% employer match about $57,422 at 4% or $38,282 at 6%.
Dr. David R. Heald Profit Sharing Plan-19$283,374$87,282$4,594iApproximate average salary by contribution assumption: employee only about $114,845 at 4% or $76,563 at 6%; with 50% employer match about $76,563 at 4% or $51,042 at 6%; with 100% employer match about $57,422 at 4% or $38,282 at 6%.
2001116$205,317$48,726$3,045iApproximate average salary by contribution assumption: employee only about $76,134 at 4% or $50,756 at 6%; with 50% employer match about $50,756 at 4% or $33,838 at 6%; with 100% employer match about $38,067 at 4% or $25,378 at 6%.
Dr. David R. Heald Profit Sharing Plan-16$205,317$48,726$3,045iApproximate average salary by contribution assumption: employee only about $76,134 at 4% or $50,756 at 6%; with 50% employer match about $50,756 at 4% or $33,838 at 6%; with 100% employer match about $38,067 at 4% or $25,378 at 6%.
2000214$149,688$17,500$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Dr. David R. Heald Profit Sharing Plan-14$149,688$17,500$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Dr, Daniel J. Endrizal, P.A. Profit Sharing Plan & Trust-0---
1999212$3,940,629$39,393$3,283iApproximate average salary by contribution assumption: employee only about $82,069 at 4% or $54,713 at 6%; with 50% employer match about $54,713 at 4% or $36,475 at 6%; with 100% employer match about $41,034 at 4% or $27,356 at 6%.
Dr, Daniel J. Endrizal, P.A. Profit Sharing Plan & Trust-7$3,812,050--
Dr. David R. Heald Profit Sharing Plan-12$128,579$39,393$3,283iApproximate average salary by contribution assumption: employee only about $82,069 at 4% or $54,713 at 6%; with 50% employer match about $54,713 at 4% or $36,475 at 6%; with 100% employer match about $41,034 at 4% or $27,356 at 6%.