Dana Orthodontics PLLC
Plan context: Dana Orthodontics PLLC 401(K) Plan
EIN 68-0600753 • Greely, CO • 30 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$5,232,671
2024 Contributions
$278,202
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 14 | $5,232,671 | $278,202 | $19,872iApproximate average salary by contribution assumption: employee only about $496,789 at 4% or $331,193 at 6%; with 50% employer match about $331,193 at 4% or $220,795 at 6%; with 100% employer match about $248,395 at 4% or $165,596 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 14 | $3,310,131 | $178,068 | $12,719iApproximate average salary by contribution assumption: employee only about $317,979 at 4% or $211,986 at 6%; with 50% employer match about $211,986 at 4% or $141,324 at 6%; with 100% employer match about $158,989 at 4% or $105,993 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 10 | $1,922,540 | $100,134 | $10,013iApproximate average salary by contribution assumption: employee only about $250,335 at 4% or $166,890 at 6%; with 50% employer match about $166,890 at 4% or $111,260 at 6%; with 100% employer match about $125,168 at 4% or $83,445 at 6%. |
| 2023 | 2 | 13 | $4,332,048 | $325,472 | $25,036iApproximate average salary by contribution assumption: employee only about $625,908 at 4% or $417,272 at 6%; with 50% employer match about $417,272 at 4% or $278,181 at 6%; with 100% employer match about $312,954 at 4% or $208,636 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 13 | $2,650,300 | $98,312 | $7,562iApproximate average salary by contribution assumption: employee only about $189,062 at 4% or $126,041 at 6%; with 50% employer match about $126,041 at 4% or $84,027 at 6%; with 100% employer match about $94,531 at 4% or $63,021 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 8 | $1,681,748 | $227,160 | $28,395iApproximate average salary by contribution assumption: employee only about $709,875 at 4% or $473,250 at 6%; with 50% employer match about $473,250 at 4% or $315,500 at 6%; with 100% employer match about $354,938 at 4% or $236,625 at 6%. |
| 2022 | 2 | 9 | $3,394,025 | $290,465 | $32,274iApproximate average salary by contribution assumption: employee only about $806,847 at 4% or $537,898 at 6%; with 50% employer match about $537,898 at 4% or $358,599 at 6%; with 100% employer match about $403,424 at 4% or $268,949 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 9 | $2,103,345 | $50,465 | $5,607iApproximate average salary by contribution assumption: employee only about $140,181 at 4% or $93,454 at 6%; with 50% employer match about $93,454 at 4% or $62,302 at 6%; with 100% employer match about $70,090 at 4% or $46,727 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 6 | $1,290,680 | $240,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2021 | 2 | 13 | $3,746,217 | $172,615 | $13,278iApproximate average salary by contribution assumption: employee only about $331,952 at 4% or $221,301 at 6%; with 50% employer match about $221,301 at 4% or $147,534 at 6%; with 100% employer match about $165,976 at 4% or $110,651 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 13 | $2,492,683 | $78,649 | $6,050iApproximate average salary by contribution assumption: employee only about $151,248 at 4% or $100,832 at 6%; with 50% employer match about $100,832 at 4% or $67,221 at 6%; with 100% employer match about $75,624 at 4% or $50,416 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 6 | $1,253,534 | $93,966 | $15,661iApproximate average salary by contribution assumption: employee only about $391,525 at 4% or $261,017 at 6%; with 50% employer match about $261,017 at 4% or $174,011 at 6%; with 100% employer match about $195,763 at 4% or $130,508 at 6%. |
| 2020 | 2 | 14 | $3,088,522 | $152,741 | $10,910iApproximate average salary by contribution assumption: employee only about $272,752 at 4% or $181,835 at 6%; with 50% employer match about $181,835 at 4% or $121,223 at 6%; with 100% employer match about $136,376 at 4% or $90,917 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 14 | $2,011,071 | $82,800 | $5,914iApproximate average salary by contribution assumption: employee only about $147,857 at 4% or $98,571 at 6%; with 50% employer match about $98,571 at 4% or $65,714 at 6%; with 100% employer match about $73,929 at 4% or $49,286 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 9 | $1,077,451 | $69,941 | $7,771iApproximate average salary by contribution assumption: employee only about $194,281 at 4% or $129,520 at 6%; with 50% employer match about $129,520 at 4% or $86,347 at 6%; with 100% employer match about $97,140 at 4% or $64,760 at 6%. |
| 2019 | 2 | 10 | $2,546,887 | $176,992 | $17,699iApproximate average salary by contribution assumption: employee only about $442,480 at 4% or $294,987 at 6%; with 50% employer match about $294,987 at 4% or $196,658 at 6%; with 100% employer match about $221,240 at 4% or $147,493 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 10 | $1,655,194 | $73,274 | $7,327iApproximate average salary by contribution assumption: employee only about $183,185 at 4% or $122,123 at 6%; with 50% employer match about $122,123 at 4% or $81,416 at 6%; with 100% employer match about $91,593 at 4% or $61,062 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 6 | $891,693 | $103,718 | $17,286iApproximate average salary by contribution assumption: employee only about $432,158 at 4% or $288,106 at 6%; with 50% employer match about $288,106 at 4% or $192,070 at 6%; with 100% employer match about $216,079 at 4% or $144,053 at 6%. |
| 2018 | 2 | 10 | $1,956,752 | $217,349 | $21,735iApproximate average salary by contribution assumption: employee only about $543,373 at 4% or $362,248 at 6%; with 50% employer match about $362,248 at 4% or $241,499 at 6%; with 100% employer match about $271,686 at 4% or $181,124 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 10 | $1,278,746 | $67,349 | $6,735iApproximate average salary by contribution assumption: employee only about $168,373 at 4% or $112,248 at 6%; with 50% employer match about $112,248 at 4% or $74,832 at 6%; with 100% employer match about $84,186 at 4% or $56,124 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 6 | $678,006 | $150,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2017 | 2 | 10 | $1,882,084 | $197,198 | $19,720iApproximate average salary by contribution assumption: employee only about $492,995 at 4% or $328,663 at 6%; with 50% employer match about $328,663 at 4% or $219,109 at 6%; with 100% employer match about $246,498 at 4% or $164,332 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 10 | $1,312,606 | $92,977 | $9,298iApproximate average salary by contribution assumption: employee only about $232,443 at 4% or $154,962 at 6%; with 50% employer match about $154,962 at 4% or $103,308 at 6%; with 100% employer match about $116,221 at 4% or $77,481 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 8 | $569,478 | $104,221 | $13,028iApproximate average salary by contribution assumption: employee only about $325,691 at 4% or $217,127 at 6%; with 50% employer match about $217,127 at 4% or $144,751 at 6%; with 100% employer match about $162,845 at 4% or $108,564 at 6%. |
| 2016 | 2 | 10 | $1,524,774 | $200,250 | $20,025iApproximate average salary by contribution assumption: employee only about $500,625 at 4% or $333,750 at 6%; with 50% employer match about $333,750 at 4% or $222,500 at 6%; with 100% employer match about $250,313 at 4% or $166,875 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 9 | $1,106,417 | $83,007 | $9,223iApproximate average salary by contribution assumption: employee only about $230,575 at 4% or $153,717 at 6%; with 50% employer match about $153,717 at 4% or $102,478 at 6%; with 100% employer match about $115,288 at 4% or $76,858 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 10 | $418,357 | $117,243 | $11,724iApproximate average salary by contribution assumption: employee only about $293,108 at 4% or $195,405 at 6%; with 50% employer match about $195,405 at 4% or $130,270 at 6%; with 100% employer match about $146,554 at 4% or $97,703 at 6%. |
| 2015 | 2 | 10 | $1,218,204 | $183,086 | $18,309iApproximate average salary by contribution assumption: employee only about $457,715 at 4% or $305,143 at 6%; with 50% employer match about $305,143 at 4% or $203,429 at 6%; with 100% employer match about $228,857 at 4% or $152,572 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 9 | $943,507 | $78,213 | $8,690iApproximate average salary by contribution assumption: employee only about $217,258 at 4% or $144,839 at 6%; with 50% employer match about $144,839 at 4% or $96,559 at 6%; with 100% employer match about $108,629 at 4% or $72,419 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 10 | $274,697 | $104,873 | $10,487iApproximate average salary by contribution assumption: employee only about $262,183 at 4% or $174,788 at 6%; with 50% employer match about $174,788 at 4% or $116,526 at 6%; with 100% employer match about $131,091 at 4% or $87,394 at 6%. |
| 2014 | 2 | 9 | $1,058,365 | $156,865 | $17,429iApproximate average salary by contribution assumption: employee only about $435,736 at 4% or $290,491 at 6%; with 50% employer match about $290,491 at 4% or $193,660 at 6%; with 100% employer match about $217,868 at 4% or $145,245 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 8 | $884,744 | $76,385 | $9,548iApproximate average salary by contribution assumption: employee only about $238,703 at 4% or $159,135 at 6%; with 50% employer match about $159,135 at 4% or $106,090 at 6%; with 100% employer match about $119,352 at 4% or $79,568 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 9 | $173,621 | $80,480 | $8,942iApproximate average salary by contribution assumption: employee only about $223,556 at 4% or $149,037 at 6%; with 50% employer match about $149,037 at 4% or $99,358 at 6%; with 100% employer match about $111,778 at 4% or $74,519 at 6%. |
| 2013 | 2 | 13 | $847,923 | $166,418 | $12,801iApproximate average salary by contribution assumption: employee only about $320,035 at 4% or $213,356 at 6%; with 50% employer match about $213,356 at 4% or $142,238 at 6%; with 100% employer match about $160,017 at 4% or $106,678 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 9 | $760,985 | $81,653 | $9,073iApproximate average salary by contribution assumption: employee only about $226,814 at 4% or $151,209 at 6%; with 50% employer match about $151,209 at 4% or $100,806 at 6%; with 100% employer match about $113,407 at 4% or $75,605 at 6%. |
| Dana Orthodontics PLLC Cash Balance Pension Plan | - | 13 | $86,938 | $84,765 | $6,520iApproximate average salary by contribution assumption: employee only about $163,010 at 4% or $108,673 at 6%; with 50% employer match about $108,673 at 4% or $72,449 at 6%; with 100% employer match about $81,505 at 4% or $54,337 at 6%. |
| 2012 | 1 | 8 | $565,353 | $78,492 | $9,812iApproximate average salary by contribution assumption: employee only about $245,288 at 4% or $163,525 at 6%; with 50% employer match about $163,525 at 4% or $109,017 at 6%; with 100% employer match about $122,644 at 4% or $81,763 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 8 | $565,353 | $78,492 | $9,812iApproximate average salary by contribution assumption: employee only about $245,288 at 4% or $163,525 at 6%; with 50% employer match about $163,525 at 4% or $109,017 at 6%; with 100% employer match about $122,644 at 4% or $81,763 at 6%. |
| 2011 | 1 | 7 | $441,925 | $82,290 | $11,756iApproximate average salary by contribution assumption: employee only about $293,893 at 4% or $195,929 at 6%; with 50% employer match about $195,929 at 4% or $130,619 at 6%; with 100% employer match about $146,946 at 4% or $97,964 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 7 | $441,925 | $82,290 | $11,756iApproximate average salary by contribution assumption: employee only about $293,893 at 4% or $195,929 at 6%; with 50% employer match about $195,929 at 4% or $130,619 at 6%; with 100% employer match about $146,946 at 4% or $97,964 at 6%. |
| 2010 | 1 | 7 | $354,883 | $83,235 | $11,891iApproximate average salary by contribution assumption: employee only about $297,268 at 4% or $198,179 at 6%; with 50% employer match about $198,179 at 4% or $132,119 at 6%; with 100% employer match about $148,634 at 4% or $99,089 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 7 | $354,883 | $83,235 | $11,891iApproximate average salary by contribution assumption: employee only about $297,268 at 4% or $198,179 at 6%; with 50% employer match about $198,179 at 4% or $132,119 at 6%; with 100% employer match about $148,634 at 4% or $99,089 at 6%. |
| 2009 | 1 | 7 | $240,399 | $78,808 | $11,258iApproximate average salary by contribution assumption: employee only about $281,457 at 4% or $187,638 at 6%; with 50% employer match about $187,638 at 4% or $125,092 at 6%; with 100% employer match about $140,729 at 4% or $93,819 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 7 | $240,399 | $78,808 | $11,258iApproximate average salary by contribution assumption: employee only about $281,457 at 4% or $187,638 at 6%; with 50% employer match about $187,638 at 4% or $125,092 at 6%; with 100% employer match about $140,729 at 4% or $93,819 at 6%. |
| 2008 | 1 | 4 | $125,347 | $72,406 | $18,102iApproximate average salary by contribution assumption: employee only about $452,538 at 4% or $301,692 at 6%; with 50% employer match about $301,692 at 4% or $201,128 at 6%; with 100% employer match about $226,269 at 4% or $150,846 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 4 | $125,347 | $72,406 | $18,102iApproximate average salary by contribution assumption: employee only about $452,538 at 4% or $301,692 at 6%; with 50% employer match about $301,692 at 4% or $201,128 at 6%; with 100% employer match about $226,269 at 4% or $150,846 at 6%. |
| 2007 | 1 | 4 | $72,008 | $72,136 | $18,034iApproximate average salary by contribution assumption: employee only about $450,850 at 4% or $300,567 at 6%; with 50% employer match about $300,567 at 4% or $200,378 at 6%; with 100% employer match about $225,425 at 4% or $150,283 at 6%. |
| Dana Orthodontics PLLC 401(K) Plan | - | 4 | $72,008 | $72,136 | $18,034iApproximate average salary by contribution assumption: employee only about $450,850 at 4% or $300,567 at 6%; with 50% employer match about $300,567 at 4% or $200,378 at 6%; with 100% employer match about $225,425 at 4% or $150,283 at 6%. |