Civic Intelligence

Central Texas Orthodontic Specialists

Plan context: Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan

EIN 61-1271687 • Waco, TX • 23 filings • 3 plans

5180 West Waco DriveWaco, TX 76710
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$4,358,794

2019 Contributions

$55,938

Historical Graphs

Total Assets Over Time

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

$4,535,560$2,267,780$0200820132018YearValue
$4,358,794Latest year 2018

Participants Over Time

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

1050200820132018YearValue
3Latest year 2018

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
201910$0$55,938-
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-0$0$55,938-
201823$4,358,794$45,148$15,049iApproximate average salary by contribution assumption: employee only about $376,233 at 4% or $250,822 at 6%; with 50% employer match about $250,822 at 4% or $167,215 at 6%; with 100% employer match about $188,117 at 4% or $125,411 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-3$4,358,794$45,148$15,049iApproximate average salary by contribution assumption: employee only about $376,233 at 4% or $250,822 at 6%; with 50% employer match about $250,822 at 4% or $167,215 at 6%; with 100% employer match about $188,117 at 4% or $125,411 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-0$0--
201729$4,535,560$49,328$5,481iApproximate average salary by contribution assumption: employee only about $137,022 at 4% or $91,348 at 6%; with 50% employer match about $91,348 at 4% or $60,899 at 6%; with 100% employer match about $68,511 at 4% or $45,674 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-9$4,535,449$49,328$5,481iApproximate average salary by contribution assumption: employee only about $137,022 at 4% or $91,348 at 6%; with 50% employer match about $91,348 at 4% or $60,899 at 6%; with 100% employer match about $68,511 at 4% or $45,674 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-1$111--
201629$4,124,229$3,117,003$346,334iApproximate average salary by contribution assumption: employee only about $8,658,342 at 4% or $5,772,228 at 6%; with 50% employer match about $5,772,228 at 4% or $3,848,152 at 6%; with 100% employer match about $4,329,171 at 4% or $2,886,114 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-9$4,122,705$2,700,479$300,053iApproximate average salary by contribution assumption: employee only about $7,501,331 at 4% or $5,000,887 at 6%; with 50% employer match about $5,000,887 at 4% or $3,333,925 at 6%; with 100% employer match about $3,750,665 at 4% or $2,500,444 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-6$1,524$416,524$69,421iApproximate average salary by contribution assumption: employee only about $1,735,517 at 4% or $1,157,011 at 6%; with 50% employer match about $1,157,011 at 4% or $771,341 at 6%; with 100% employer match about $867,758 at 4% or $578,506 at 6%.
2015210$3,524,592$404,089$40,409iApproximate average salary by contribution assumption: employee only about $1,010,223 at 4% or $673,482 at 6%; with 50% employer match about $673,482 at 4% or $448,988 at 6%; with 100% employer match about $505,111 at 4% or $336,741 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-8$2,156,365$330,000$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-10$1,368,227$74,089$7,409iApproximate average salary by contribution assumption: employee only about $185,223 at 4% or $123,482 at 6%; with 50% employer match about $123,482 at 4% or $82,321 at 6%; with 100% employer match about $92,611 at 4% or $61,741 at 6%.
201428$3,021,658$312,569$39,071iApproximate average salary by contribution assumption: employee only about $976,778 at 4% or $651,185 at 6%; with 50% employer match about $651,185 at 4% or $434,124 at 6%; with 100% employer match about $488,389 at 4% or $325,593 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-8$1,722,974$255,000$31,875iApproximate average salary by contribution assumption: employee only about $796,875 at 4% or $531,250 at 6%; with 50% employer match about $531,250 at 4% or $354,167 at 6%; with 100% employer match about $398,438 at 4% or $265,625 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-8$1,298,684$57,569$7,196iApproximate average salary by contribution assumption: employee only about $179,903 at 4% or $119,935 at 6%; with 50% employer match about $119,935 at 4% or $79,957 at 6%; with 100% employer match about $89,952 at 4% or $59,968 at 6%.
201328$2,581,215$439,114$54,889iApproximate average salary by contribution assumption: employee only about $1,372,231 at 4% or $914,821 at 6%; with 50% employer match about $914,821 at 4% or $609,881 at 6%; with 100% employer match about $686,116 at 4% or $457,410 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-6$1,392,857$315,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-8$1,188,358$124,114$15,514iApproximate average salary by contribution assumption: employee only about $387,856 at 4% or $258,571 at 6%; with 50% employer match about $258,571 at 4% or $172,381 at 6%; with 100% employer match about $193,928 at 4% or $129,285 at 6%.
201227$2,041,853$785,294$112,185iApproximate average salary by contribution assumption: employee only about $2,804,621 at 4% or $1,869,748 at 6%; with 50% employer match about $1,869,748 at 4% or $1,246,498 at 6%; with 100% employer match about $1,402,311 at 4% or $934,874 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-6$1,045,497$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-7$996,356$725,294$103,613iApproximate average salary by contribution assumption: employee only about $2,590,336 at 4% or $1,726,890 at 6%; with 50% employer match about $1,726,890 at 4% or $1,151,260 at 6%; with 100% employer match about $1,295,168 at 4% or $863,445 at 6%.
201127$1,169,129$329,738$47,105iApproximate average salary by contribution assumption: employee only about $1,177,636 at 4% or $785,090 at 6%; with 50% employer match about $785,090 at 4% or $523,394 at 6%; with 100% employer match about $588,818 at 4% or $392,545 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-7$950,001$271,000$38,714iApproximate average salary by contribution assumption: employee only about $967,857 at 4% or $645,238 at 6%; with 50% employer match about $645,238 at 4% or $430,159 at 6%; with 100% employer match about $483,929 at 4% or $322,619 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-7$219,128$58,738$8,391iApproximate average salary by contribution assumption: employee only about $209,779 at 4% or $139,852 at 6%; with 50% employer match about $139,852 at 4% or $93,235 at 6%; with 100% employer match about $104,889 at 4% or $69,926 at 6%.
201027$882,702$323,771$46,253iApproximate average salary by contribution assumption: employee only about $1,156,325 at 4% or $770,883 at 6%; with 50% employer match about $770,883 at 4% or $513,922 at 6%; with 100% employer match about $578,163 at 4% or $385,442 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-7$713,071$270,000$38,571iApproximate average salary by contribution assumption: employee only about $964,286 at 4% or $642,857 at 6%; with 50% employer match about $642,857 at 4% or $428,571 at 6%; with 100% employer match about $482,143 at 4% or $321,429 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-7$169,631$53,771$7,682iApproximate average salary by contribution assumption: employee only about $192,039 at 4% or $128,026 at 6%; with 50% employer match about $128,026 at 4% or $85,351 at 6%; with 100% employer match about $96,020 at 4% or $64,013 at 6%.
200927$517,102$268,649$38,378iApproximate average salary by contribution assumption: employee only about $959,461 at 4% or $639,640 at 6%; with 50% employer match about $639,640 at 4% or $426,427 at 6%; with 100% employer match about $479,730 at 4% or $319,820 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-7$416,139$215,000$30,714iApproximate average salary by contribution assumption: employee only about $767,857 at 4% or $511,905 at 6%; with 50% employer match about $511,905 at 4% or $341,270 at 6%; with 100% employer match about $383,929 at 4% or $255,952 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-7$100,963$53,649$7,664iApproximate average salary by contribution assumption: employee only about $191,604 at 4% or $127,736 at 6%; with 50% employer match about $127,736 at 4% or $85,157 at 6%; with 100% employer match about $95,802 at 4% or $63,868 at 6%.
200825$185,710$186,000$37,200iApproximate average salary by contribution assumption: employee only about $930,000 at 4% or $620,000 at 6%; with 50% employer match about $620,000 at 4% or $413,333 at 6%; with 100% employer match about $465,000 at 4% or $310,000 at 6%.
CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN-5$185,710$186,000$37,200iApproximate average salary by contribution assumption: employee only about $930,000 at 4% or $620,000 at 6%; with 50% employer match about $620,000 at 4% or $413,333 at 6%; with 100% employer match about $465,000 at 4% or $310,000 at 6%.
Central Texas Orthodontic Specialists 401(K) Profit Sharing Plan-5---