Mattingly Orthodontics, P.S.C.
Plan context: Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust
EIN 61-0866230 • Louisville, KY • 32 filings • 8 plans
Current Snapshot
Latest Year
2020
2020 Participants
25
2020 Assets
$5,850,696
2020 Contributions
$157,473
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 0 | $0 | $0 | - |
| 2019 | 2 | 25 | $5,850,696 | $157,473 | $6,299iApproximate average salary by contribution assumption: employee only about $157,473 at 4% or $104,982 at 6%; with 50% employer match about $104,982 at 4% or $69,988 at 6%; with 100% employer match about $78,737 at 4% or $52,491 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 25 | $5,850,696 | $144,199 | $5,768iApproximate average salary by contribution assumption: employee only about $144,199 at 4% or $96,133 at 6%; with 50% employer match about $96,133 at 4% or $64,088 at 6%; with 100% employer match about $72,100 at 4% or $48,066 at 6%. |
| MATTINGLY & HOWELL ORTHODONTICS, P.S.C. CBS BENEFIT PLAN | - | 0 | $0 | $13,274 | - |
| 2018 | 1 | 25 | $4,663,245 | $217,941 | $8,718iApproximate average salary by contribution assumption: employee only about $217,941 at 4% or $145,294 at 6%; with 50% employer match about $145,294 at 4% or $96,863 at 6%; with 100% employer match about $108,970 at 4% or $72,647 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 25 | $4,663,245 | $217,941 | $8,718iApproximate average salary by contribution assumption: employee only about $217,941 at 4% or $145,294 at 6%; with 50% employer match about $145,294 at 4% or $96,863 at 6%; with 100% employer match about $108,970 at 4% or $72,647 at 6%. |
| 2017 | 1 | 23 | $4,911,907 | $159,679 | $6,943iApproximate average salary by contribution assumption: employee only about $173,564 at 4% or $115,709 at 6%; with 50% employer match about $115,709 at 4% or $77,140 at 6%; with 100% employer match about $86,782 at 4% or $57,855 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 23 | $4,911,907 | $159,679 | $6,943iApproximate average salary by contribution assumption: employee only about $173,564 at 4% or $115,709 at 6%; with 50% employer match about $115,709 at 4% or $77,140 at 6%; with 100% employer match about $86,782 at 4% or $57,855 at 6%. |
| 2016 | 1 | 24 | $4,044,508 | $186,983 | $7,791iApproximate average salary by contribution assumption: employee only about $194,774 at 4% or $129,849 at 6%; with 50% employer match about $129,849 at 4% or $86,566 at 6%; with 100% employer match about $97,387 at 4% or $64,925 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 24 | $4,044,508 | $186,983 | $7,791iApproximate average salary by contribution assumption: employee only about $194,774 at 4% or $129,849 at 6%; with 50% employer match about $129,849 at 4% or $86,566 at 6%; with 100% employer match about $97,387 at 4% or $64,925 at 6%. |
| 2015 | 1 | 24 | $3,761,194 | $202,911 | $8,455iApproximate average salary by contribution assumption: employee only about $211,366 at 4% or $140,910 at 6%; with 50% employer match about $140,910 at 4% or $93,940 at 6%; with 100% employer match about $105,683 at 4% or $70,455 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 24 | $3,761,194 | $202,911 | $8,455iApproximate average salary by contribution assumption: employee only about $211,366 at 4% or $140,910 at 6%; with 50% employer match about $140,910 at 4% or $93,940 at 6%; with 100% employer match about $105,683 at 4% or $70,455 at 6%. |
| 2014 | 1 | 24 | $3,755,148 | $182,587 | $7,608iApproximate average salary by contribution assumption: employee only about $190,195 at 4% or $126,797 at 6%; with 50% employer match about $126,797 at 4% or $84,531 at 6%; with 100% employer match about $95,097 at 4% or $63,398 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 24 | $3,755,148 | $182,587 | $7,608iApproximate average salary by contribution assumption: employee only about $190,195 at 4% or $126,797 at 6%; with 50% employer match about $126,797 at 4% or $84,531 at 6%; with 100% employer match about $95,097 at 4% or $63,398 at 6%. |
| 2013 | 1 | 22 | $3,469,207 | $185,964 | $8,453iApproximate average salary by contribution assumption: employee only about $211,323 at 4% or $140,882 at 6%; with 50% employer match about $140,882 at 4% or $93,921 at 6%; with 100% employer match about $105,661 at 4% or $70,441 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 22 | $3,469,207 | $185,964 | $8,453iApproximate average salary by contribution assumption: employee only about $211,323 at 4% or $140,882 at 6%; with 50% employer match about $140,882 at 4% or $93,921 at 6%; with 100% employer match about $105,661 at 4% or $70,441 at 6%. |
| 2012 | 1 | 21 | $2,945,736 | $169,044 | $8,050iApproximate average salary by contribution assumption: employee only about $201,243 at 4% or $134,162 at 6%; with 50% employer match about $134,162 at 4% or $89,441 at 6%; with 100% employer match about $100,621 at 4% or $67,081 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 21 | $2,945,736 | $169,044 | $8,050iApproximate average salary by contribution assumption: employee only about $201,243 at 4% or $134,162 at 6%; with 50% employer match about $134,162 at 4% or $89,441 at 6%; with 100% employer match about $100,621 at 4% or $67,081 at 6%. |
| 2011 | 1 | 22 | $2,652,360 | $162,102 | $7,368iApproximate average salary by contribution assumption: employee only about $184,207 at 4% or $122,805 at 6%; with 50% employer match about $122,805 at 4% or $81,870 at 6%; with 100% employer match about $92,103 at 4% or $61,402 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 22 | $2,652,360 | $162,102 | $7,368iApproximate average salary by contribution assumption: employee only about $184,207 at 4% or $122,805 at 6%; with 50% employer match about $122,805 at 4% or $81,870 at 6%; with 100% employer match about $92,103 at 4% or $61,402 at 6%. |
| 2010 | 1 | 20 | $2,817,362 | $136,194 | $6,810iApproximate average salary by contribution assumption: employee only about $170,243 at 4% or $113,495 at 6%; with 50% employer match about $113,495 at 4% or $75,663 at 6%; with 100% employer match about $85,121 at 4% or $56,748 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 20 | $2,817,362 | $136,194 | $6,810iApproximate average salary by contribution assumption: employee only about $170,243 at 4% or $113,495 at 6%; with 50% employer match about $113,495 at 4% or $75,663 at 6%; with 100% employer match about $85,121 at 4% or $56,748 at 6%. |
| 2009 | 1 | 20 | $2,576,082 | $178,261 | $8,913iApproximate average salary by contribution assumption: employee only about $222,826 at 4% or $148,551 at 6%; with 50% employer match about $148,551 at 4% or $99,034 at 6%; with 100% employer match about $111,413 at 4% or $74,275 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 20 | $2,576,082 | $178,261 | $8,913iApproximate average salary by contribution assumption: employee only about $222,826 at 4% or $148,551 at 6%; with 50% employer match about $148,551 at 4% or $99,034 at 6%; with 100% employer match about $111,413 at 4% or $74,275 at 6%. |
| 2008 | 1 | 22 | $1,883,471 | $210,923 | $9,587iApproximate average salary by contribution assumption: employee only about $239,685 at 4% or $159,790 at 6%; with 50% employer match about $159,790 at 4% or $106,527 at 6%; with 100% employer match about $119,843 at 4% or $79,895 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 22 | $1,883,471 | $210,923 | $9,587iApproximate average salary by contribution assumption: employee only about $239,685 at 4% or $159,790 at 6%; with 50% employer match about $159,790 at 4% or $106,527 at 6%; with 100% employer match about $119,843 at 4% or $79,895 at 6%. |
| 2007 | 2 | 21 | $0 | $0 | - |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 21 | - | - | - |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2006 | 2 | 23 | $4,897,895 | $224,478 | $9,760iApproximate average salary by contribution assumption: employee only about $243,998 at 4% or $162,665 at 6%; with 50% employer match about $162,665 at 4% or $108,443 at 6%; with 100% employer match about $121,999 at 4% or $81,333 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 22 | $2,597,246 | $130,784 | $5,945iApproximate average salary by contribution assumption: employee only about $148,618 at 4% or $99,079 at 6%; with 50% employer match about $99,079 at 4% or $66,053 at 6%; with 100% employer match about $74,309 at 4% or $49,539 at 6%. |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 23 | $2,300,649 | $93,694 | $4,074iApproximate average salary by contribution assumption: employee only about $101,841 at 4% or $67,894 at 6%; with 50% employer match about $67,894 at 4% or $45,263 at 6%; with 100% employer match about $50,921 at 4% or $33,947 at 6%. |
| 2005 | 2 | 23 | $4,144,950 | $225,371 | $9,799iApproximate average salary by contribution assumption: employee only about $244,968 at 4% or $163,312 at 6%; with 50% employer match about $163,312 at 4% or $108,875 at 6%; with 100% employer match about $122,484 at 4% or $81,656 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 23 | $2,179,102 | $120,635 | $5,245iApproximate average salary by contribution assumption: employee only about $131,125 at 4% or $87,417 at 6%; with 50% employer match about $87,417 at 4% or $58,278 at 6%; with 100% employer match about $65,563 at 4% or $43,708 at 6%. |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 23 | $1,965,848 | $104,736 | $4,554iApproximate average salary by contribution assumption: employee only about $113,843 at 4% or $75,896 at 6%; with 50% employer match about $75,896 at 4% or $50,597 at 6%; with 100% employer match about $56,922 at 4% or $37,948 at 6%. |
| 2004 | 2 | 21 | $3,722,411 | $201,198 | $9,581iApproximate average salary by contribution assumption: employee only about $239,521 at 4% or $159,681 at 6%; with 50% employer match about $159,681 at 4% or $106,454 at 6%; with 100% employer match about $119,761 at 4% or $79,840 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 21 | $1,954,422 | $99,931 | $4,759iApproximate average salary by contribution assumption: employee only about $118,965 at 4% or $79,310 at 6%; with 50% employer match about $79,310 at 4% or $52,874 at 6%; with 100% employer match about $59,483 at 4% or $39,655 at 6%. |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 21 | $1,767,989 | $101,267 | $4,822iApproximate average salary by contribution assumption: employee only about $120,556 at 4% or $80,371 at 6%; with 50% employer match about $80,371 at 4% or $53,580 at 6%; with 100% employer match about $60,278 at 4% or $40,185 at 6%. |
| 2003 | 2 | 18 | $3,161,867 | $175,965 | $9,776iApproximate average salary by contribution assumption: employee only about $244,396 at 4% or $162,931 at 6%; with 50% employer match about $162,931 at 4% or $108,620 at 6%; with 100% employer match about $122,198 at 4% or $81,465 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 18 | $1,662,979 | $85,874 | $4,771iApproximate average salary by contribution assumption: employee only about $119,269 at 4% or $79,513 at 6%; with 50% employer match about $79,513 at 4% or $53,009 at 6%; with 100% employer match about $59,635 at 4% or $39,756 at 6%. |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 18 | $1,498,888 | $90,091 | $5,005iApproximate average salary by contribution assumption: employee only about $125,126 at 4% or $83,418 at 6%; with 50% employer match about $83,418 at 4% or $55,612 at 6%; with 100% employer match about $62,563 at 4% or $41,709 at 6%. |
| 2002 | 2 | 17 | $2,336,566 | $161,721 | $9,513iApproximate average salary by contribution assumption: employee only about $237,825 at 4% or $158,550 at 6%; with 50% employer match about $158,550 at 4% or $105,700 at 6%; with 100% employer match about $118,913 at 4% or $79,275 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 17 | $1,228,263 | $78,518 | $4,619iApproximate average salary by contribution assumption: employee only about $115,468 at 4% or $76,978 at 6%; with 50% employer match about $76,978 at 4% or $51,319 at 6%; with 100% employer match about $57,734 at 4% or $38,489 at 6%. |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 17 | $1,108,303 | $83,203 | $4,894iApproximate average salary by contribution assumption: employee only about $122,357 at 4% or $81,572 at 6%; with 50% employer match about $81,572 at 4% or $54,381 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%. |
| 2001 | 2 | 17 | $2,678,092 | $144,591 | $8,505iApproximate average salary by contribution assumption: employee only about $212,634 at 4% or $141,756 at 6%; with 50% employer match about $141,756 at 4% or $94,504 at 6%; with 100% employer match about $106,317 at 4% or $70,878 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 17 | $1,419,061 | $70,698 | $4,159iApproximate average salary by contribution assumption: employee only about $103,968 at 4% or $69,312 at 6%; with 50% employer match about $69,312 at 4% or $46,208 at 6%; with 100% employer match about $51,984 at 4% or $34,656 at 6%. |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 17 | $1,259,031 | $73,893 | $4,347iApproximate average salary by contribution assumption: employee only about $108,666 at 4% or $72,444 at 6%; with 50% employer match about $72,444 at 4% or $48,296 at 6%; with 100% employer match about $54,333 at 4% or $36,222 at 6%. |
| 2000 | 2 | 16 | $2,762,646 | $117,355 | $7,335iApproximate average salary by contribution assumption: employee only about $183,367 at 4% or $122,245 at 6%; with 50% employer match about $122,245 at 4% or $81,497 at 6%; with 100% employer match about $91,684 at 4% or $61,122 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 16 | $1,454,750 | $63,733 | $3,983iApproximate average salary by contribution assumption: employee only about $99,583 at 4% or $66,389 at 6%; with 50% employer match about $66,389 at 4% or $44,259 at 6%; with 100% employer match about $49,791 at 4% or $33,194 at 6%. |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 16 | $1,307,896 | $53,622 | $3,351iApproximate average salary by contribution assumption: employee only about $83,784 at 4% or $55,856 at 6%; with 50% employer match about $55,856 at 4% or $37,238 at 6%; with 100% employer match about $41,892 at 4% or $27,928 at 6%. |
| 1999 | 2 | 14 | $2,634,014 | $106,876 | $7,634iApproximate average salary by contribution assumption: employee only about $190,850 at 4% or $127,233 at 6%; with 50% employer match about $127,233 at 4% or $84,822 at 6%; with 100% employer match about $95,425 at 4% or $63,617 at 6%. |
| Mattingly Orthodontics, P.S.C. 401K Profit Sharing Plan and Trust | - | 14 | $1,383,734 | $57,091 | $4,078iApproximate average salary by contribution assumption: employee only about $101,948 at 4% or $67,965 at 6%; with 50% employer match about $67,965 at 4% or $45,310 at 6%; with 100% employer match about $50,974 at 4% or $33,983 at 6%. |
| Mattingly Orthodontics, P.S.C. Money Purchase Pension Plan | - | 13 | $1,250,280 | $49,785 | $3,830iApproximate average salary by contribution assumption: employee only about $95,740 at 4% or $63,827 at 6%; with 50% employer match about $63,827 at 4% or $42,551 at 6%; with 100% employer match about $47,870 at 4% or $31,913 at 6%. |