Civic Intelligence

Wertz Orthodontics LLC

Plan context: Wertz Orthodontics LLC 401(K) Plan

EIN 61-1632134 • Lebanon, PA • 20 filings • 4 plans

855 Norman Dr.Lebanon, PA 17042
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$1,168,924

2024 Contributions

$266,614

Historical Graphs

Total Assets Over Time

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

$7,065,065$3,532,533$0201220182024YearValue
$1,168,924Latest year 2024

Participants Over Time

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

23120201220182024YearValue
23Latest 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
2024223$1,168,924$266,614$11,592iApproximate average salary by contribution assumption: employee only about $289,798 at 4% or $193,199 at 6%; with 50% employer match about $193,199 at 4% or $128,799 at 6%; with 100% employer match about $144,899 at 4% or $96,599 at 6%.
Wertz Orthodontics LLC 401(K) Plan-23$1,016,234$112,997$4,913iApproximate average salary by contribution assumption: employee only about $122,823 at 4% or $81,882 at 6%; with 50% employer match about $81,882 at 4% or $54,588 at 6%; with 100% employer match about $61,411 at 4% or $40,941 at 6%.
WERTZ ORTHODONTICS, LLC CASH BALANCE PLAN-14$152,690$153,617$10,973iApproximate average salary by contribution assumption: employee only about $274,316 at 4% or $182,877 at 6%; with 50% employer match about $182,877 at 4% or $121,918 at 6%; with 100% employer match about $137,158 at 4% or $91,439 at 6%.
2023121$797,318$105,796$5,038iApproximate average salary by contribution assumption: employee only about $125,948 at 4% or $83,965 at 6%; with 50% employer match about $83,965 at 4% or $55,977 at 6%; with 100% employer match about $62,974 at 4% or $41,983 at 6%.
Wertz Orthodontics LLC 401(K) Plan-21$797,318$105,796$5,038iApproximate average salary by contribution assumption: employee only about $125,948 at 4% or $83,965 at 6%; with 50% employer match about $83,965 at 4% or $55,977 at 6%; with 100% employer match about $62,974 at 4% or $41,983 at 6%.
2022117$597,495$49,200$2,894iApproximate average salary by contribution assumption: employee only about $72,353 at 4% or $48,235 at 6%; with 50% employer match about $48,235 at 4% or $32,157 at 6%; with 100% employer match about $36,176 at 4% or $24,118 at 6%.
Wertz Orthodontics LLC 401(K) Plan-17$597,495$49,200$2,894iApproximate average salary by contribution assumption: employee only about $72,353 at 4% or $48,235 at 6%; with 50% employer match about $48,235 at 4% or $32,157 at 6%; with 100% employer match about $36,176 at 4% or $24,118 at 6%.
2021113$1,175,013$115,871$8,913iApproximate average salary by contribution assumption: employee only about $222,829 at 4% or $148,553 at 6%; with 50% employer match about $148,553 at 4% or $99,035 at 6%; with 100% employer match about $111,414 at 4% or $74,276 at 6%.
Wertz Orthodontics LLC 401(K) Plan-13$1,175,013$115,871$8,913iApproximate average salary by contribution assumption: employee only about $222,829 at 4% or $148,553 at 6%; with 50% employer match about $148,553 at 4% or $99,035 at 6%; with 100% employer match about $111,414 at 4% or $74,276 at 6%.
2020115$1,386,382$75,407$5,027iApproximate average salary by contribution assumption: employee only about $125,678 at 4% or $83,786 at 6%; with 50% employer match about $83,786 at 4% or $55,857 at 6%; with 100% employer match about $62,839 at 4% or $41,893 at 6%.
Wertz Orthodontics LLC 401(K) Plan-15$1,386,382$75,407$5,027iApproximate average salary by contribution assumption: employee only about $125,678 at 4% or $83,786 at 6%; with 50% employer match about $83,786 at 4% or $55,857 at 6%; with 100% employer match about $62,839 at 4% or $41,893 at 6%.
2019115$1,125,341$74,205$4,947iApproximate average salary by contribution assumption: employee only about $123,675 at 4% or $82,450 at 6%; with 50% employer match about $82,450 at 4% or $54,967 at 6%; with 100% employer match about $61,838 at 4% or $41,225 at 6%.
Wertz Orthodontics LLC 401(K) Plan-15$1,125,341$74,205$4,947iApproximate average salary by contribution assumption: employee only about $123,675 at 4% or $82,450 at 6%; with 50% employer match about $82,450 at 4% or $54,967 at 6%; with 100% employer match about $61,838 at 4% or $41,225 at 6%.
2018114$867,721$107,091$7,649iApproximate average salary by contribution assumption: employee only about $191,234 at 4% or $127,489 at 6%; with 50% employer match about $127,489 at 4% or $84,993 at 6%; with 100% employer match about $95,617 at 4% or $63,745 at 6%.
Wertz Orthodontics LLC 401(K) Plan-14$867,721$107,091$7,649iApproximate average salary by contribution assumption: employee only about $191,234 at 4% or $127,489 at 6%; with 50% employer match about $127,489 at 4% or $84,993 at 6%; with 100% employer match about $95,617 at 4% or $63,745 at 6%.
2017212$815,538$137,809$11,484iApproximate average salary by contribution assumption: employee only about $287,102 at 4% or $191,401 at 6%; with 50% employer match about $191,401 at 4% or $127,601 at 6%; with 100% employer match about $143,551 at 4% or $95,701 at 6%.
Wertz Orthodontics LLC 401(K) Plan-12$815,538$137,809$11,484iApproximate average salary by contribution assumption: employee only about $287,102 at 4% or $191,401 at 6%; with 50% employer match about $191,401 at 4% or $127,601 at 6%; with 100% employer match about $143,551 at 4% or $95,701 at 6%.
Wertz Othodontics LLC Defined Benefit Pension Plan-0$0--
2016313$7,065,065$455,572$35,044iApproximate average salary by contribution assumption: employee only about $876,100 at 4% or $584,067 at 6%; with 50% employer match about $584,067 at 4% or $389,378 at 6%; with 100% employer match about $438,050 at 4% or $292,033 at 6%.
Wertz Orthodontics LLC 401(K) Plan-13$4,807,887$70,572$5,429iApproximate average salary by contribution assumption: employee only about $135,715 at 4% or $90,477 at 6%; with 50% employer match about $90,477 at 4% or $60,318 at 6%; with 100% employer match about $67,858 at 4% or $45,238 at 6%.
Wertz Othodontics LLC Defined Benefit Pension Plan-12$2,257,178$385,000$32,083iApproximate average salary by contribution assumption: employee only about $802,083 at 4% or $534,722 at 6%; with 50% employer match about $534,722 at 4% or $356,481 at 6%; with 100% employer match about $401,042 at 4% or $267,361 at 6%.
Wertz Othodontics LLC Defined Benefit Pension Plan-0$0--
2015212$6,209,455$361,171$30,098iApproximate average salary by contribution assumption: employee only about $752,440 at 4% or $501,626 at 6%; with 50% employer match about $501,626 at 4% or $334,418 at 6%; with 100% employer match about $376,220 at 4% or $250,813 at 6%.
Wertz Orthodontics LLC 401(K) Plan-10$4,452,482$92,171$9,217iApproximate average salary by contribution assumption: employee only about $230,428 at 4% or $153,618 at 6%; with 50% employer match about $153,618 at 4% or $102,412 at 6%; with 100% employer match about $115,214 at 4% or $76,809 at 6%.
Wertz Othodontics LLC Defined Benefit Pension Plan-12$1,756,973$269,000$22,417iApproximate average salary by contribution assumption: employee only about $560,417 at 4% or $373,611 at 6%; with 50% employer match about $373,611 at 4% or $249,074 at 6%; with 100% employer match about $280,208 at 4% or $186,806 at 6%.
201426$6,098,591$322,482$53,747iApproximate average salary by contribution assumption: employee only about $1,343,675 at 4% or $895,783 at 6%; with 50% employer match about $895,783 at 4% or $597,189 at 6%; with 100% employer match about $671,838 at 4% or $447,892 at 6%.
Wertz Orthodontics LLC 401(K) Plan-6$4,564,049$64,482$10,747iApproximate average salary by contribution assumption: employee only about $268,675 at 4% or $179,117 at 6%; with 50% employer match about $179,117 at 4% or $119,411 at 6%; with 100% employer match about $134,338 at 4% or $89,558 at 6%.
Wertz Othodontics LLC Defined Benefit Pension Plan-0$1,534,542$258,000-
2013211$5,496,271$317,534$28,867iApproximate average salary by contribution assumption: employee only about $721,668 at 4% or $481,112 at 6%; with 50% employer match about $481,112 at 4% or $320,741 at 6%; with 100% employer match about $360,834 at 4% or $240,556 at 6%.
Wertz Orthodontics LLC 401(K) Plan-11$4,270,824$65,564$5,960iApproximate average salary by contribution assumption: employee only about $149,009 at 4% or $99,339 at 6%; with 50% employer match about $99,339 at 4% or $66,226 at 6%; with 100% employer match about $74,505 at 4% or $49,670 at 6%.
Wertz Othodontics LLC Defined Benefit Pension Plan-11$1,225,447$251,970$22,906iApproximate average salary by contribution assumption: employee only about $572,659 at 4% or $381,773 at 6%; with 50% employer match about $381,773 at 4% or $254,515 at 6%; with 100% employer match about $286,330 at 4% or $190,886 at 6%.
2012111$3,967,143$64,747$5,886iApproximate average salary by contribution assumption: employee only about $147,152 at 4% or $98,102 at 6%; with 50% employer match about $98,102 at 4% or $65,401 at 6%; with 100% employer match about $73,576 at 4% or $49,051 at 6%.
Wertz Orthodontics LLC 401(K) Plan-11$3,967,143$64,747$5,886iApproximate average salary by contribution assumption: employee only about $147,152 at 4% or $98,102 at 6%; with 50% employer match about $98,102 at 4% or $65,401 at 6%; with 100% employer match about $73,576 at 4% or $49,051 at 6%.