Civic Intelligence

Hollier, Marks & Carlton

Plan context: ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST

EIN 72-0794633 • Alexandria, LA • 39 filings • 9 plans

1403 Peterman DriveAlexandria, LA 71301-3433
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$2,433,905

2024 Contributions

$230,306

Historical Graphs

Total Assets Over Time

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

$2,433,905$1,216,953$0199920132024YearValue
$2,433,905Latest year 2024

Participants Over Time

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

33170199920122024YearValue
28Latest 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
2024128$2,433,905$230,306$8,225iApproximate average salary by contribution assumption: employee only about $205,630 at 4% or $137,087 at 6%; with 50% employer match about $137,087 at 4% or $91,391 at 6%; with 100% employer match about $102,815 at 4% or $68,543 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-28$2,433,905$230,306$8,225iApproximate average salary by contribution assumption: employee only about $205,630 at 4% or $137,087 at 6%; with 50% employer match about $137,087 at 4% or $91,391 at 6%; with 100% employer match about $102,815 at 4% or $68,543 at 6%.
2023129$1,970,302$225,254$7,767iApproximate average salary by contribution assumption: employee only about $194,184 at 4% or $129,456 at 6%; with 50% employer match about $129,456 at 4% or $86,304 at 6%; with 100% employer match about $97,092 at 4% or $64,728 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-29$1,970,302$225,254$7,767iApproximate average salary by contribution assumption: employee only about $194,184 at 4% or $129,456 at 6%; with 50% employer match about $129,456 at 4% or $86,304 at 6%; with 100% employer match about $97,092 at 4% or $64,728 at 6%.
2022130$1,603,203$199,101$6,637iApproximate average salary by contribution assumption: employee only about $165,918 at 4% or $110,612 at 6%; with 50% employer match about $110,612 at 4% or $73,741 at 6%; with 100% employer match about $82,959 at 4% or $55,306 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-30$1,603,203$199,101$6,637iApproximate average salary by contribution assumption: employee only about $165,918 at 4% or $110,612 at 6%; with 50% employer match about $110,612 at 4% or $73,741 at 6%; with 100% employer match about $82,959 at 4% or $55,306 at 6%.
2021131$1,565,427$214,366$6,915iApproximate average salary by contribution assumption: employee only about $172,876 at 4% or $115,251 at 6%; with 50% employer match about $115,251 at 4% or $76,834 at 6%; with 100% employer match about $86,438 at 4% or $57,625 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-31$1,565,427$214,366$6,915iApproximate average salary by contribution assumption: employee only about $172,876 at 4% or $115,251 at 6%; with 50% employer match about $115,251 at 4% or $76,834 at 6%; with 100% employer match about $86,438 at 4% or $57,625 at 6%.
2020131$1,290,806$194,514$6,275iApproximate average salary by contribution assumption: employee only about $156,866 at 4% or $104,577 at 6%; with 50% employer match about $104,577 at 4% or $69,718 at 6%; with 100% employer match about $78,433 at 4% or $52,289 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-31$1,290,806$194,514$6,275iApproximate average salary by contribution assumption: employee only about $156,866 at 4% or $104,577 at 6%; with 50% employer match about $104,577 at 4% or $69,718 at 6%; with 100% employer match about $78,433 at 4% or $52,289 at 6%.
2019133$2,060,626$381,460$11,559iApproximate average salary by contribution assumption: employee only about $288,985 at 4% or $192,657 at 6%; with 50% employer match about $192,657 at 4% or $128,438 at 6%; with 100% employer match about $144,492 at 4% or $96,328 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-33$2,060,626$381,460$11,559iApproximate average salary by contribution assumption: employee only about $288,985 at 4% or $192,657 at 6%; with 50% employer match about $192,657 at 4% or $128,438 at 6%; with 100% employer match about $144,492 at 4% or $96,328 at 6%.
2018132$1,718,852$168,598$5,269iApproximate average salary by contribution assumption: employee only about $131,717 at 4% or $87,811 at 6%; with 50% employer match about $87,811 at 4% or $58,541 at 6%; with 100% employer match about $65,859 at 4% or $43,906 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-32$1,718,852$168,598$5,269iApproximate average salary by contribution assumption: employee only about $131,717 at 4% or $87,811 at 6%; with 50% employer match about $87,811 at 4% or $58,541 at 6%; with 100% employer match about $65,859 at 4% or $43,906 at 6%.
2017129$1,473,897$166,816$5,752iApproximate average salary by contribution assumption: employee only about $143,807 at 4% or $95,871 at 6%; with 50% employer match about $95,871 at 4% or $63,914 at 6%; with 100% employer match about $71,903 at 4% or $47,936 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-29$1,473,897$166,816$5,752iApproximate average salary by contribution assumption: employee only about $143,807 at 4% or $95,871 at 6%; with 50% employer match about $95,871 at 4% or $63,914 at 6%; with 100% employer match about $71,903 at 4% or $47,936 at 6%.
2016128$1,265,994$255,992$9,143iApproximate average salary by contribution assumption: employee only about $228,564 at 4% or $152,376 at 6%; with 50% employer match about $152,376 at 4% or $101,584 at 6%; with 100% employer match about $114,282 at 4% or $76,188 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-28$1,265,994$255,992$9,143iApproximate average salary by contribution assumption: employee only about $228,564 at 4% or $152,376 at 6%; with 50% employer match about $152,376 at 4% or $101,584 at 6%; with 100% employer match about $114,282 at 4% or $76,188 at 6%.
2015124$980,760$185,924$7,747iApproximate average salary by contribution assumption: employee only about $193,671 at 4% or $129,114 at 6%; with 50% employer match about $129,114 at 4% or $86,076 at 6%; with 100% employer match about $96,835 at 4% or $64,557 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-24$980,760$185,924$7,747iApproximate average salary by contribution assumption: employee only about $193,671 at 4% or $129,114 at 6%; with 50% employer match about $129,114 at 4% or $86,076 at 6%; with 100% employer match about $96,835 at 4% or $64,557 at 6%.
2014122$861,058$77,813$3,537iApproximate average salary by contribution assumption: employee only about $88,424 at 4% or $58,949 at 6%; with 50% employer match about $58,949 at 4% or $39,299 at 6%; with 100% employer match about $44,212 at 4% or $29,475 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-22$861,058$77,813$3,537iApproximate average salary by contribution assumption: employee only about $88,424 at 4% or $58,949 at 6%; with 50% employer match about $58,949 at 4% or $39,299 at 6%; with 100% employer match about $44,212 at 4% or $29,475 at 6%.
2013122$766,383$77,230$3,510iApproximate average salary by contribution assumption: employee only about $87,761 at 4% or $58,508 at 6%; with 50% employer match about $58,508 at 4% or $39,005 at 6%; with 100% employer match about $43,881 at 4% or $29,254 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-22$766,383$77,230$3,510iApproximate average salary by contribution assumption: employee only about $87,761 at 4% or $58,508 at 6%; with 50% employer match about $58,508 at 4% or $39,005 at 6%; with 100% employer match about $43,881 at 4% or $29,254 at 6%.
2012211$653,212$68,663$6,242iApproximate average salary by contribution assumption: employee only about $156,052 at 4% or $104,035 at 6%; with 50% employer match about $104,035 at 4% or $69,357 at 6%; with 100% employer match about $78,026 at 4% or $52,017 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-11$653,212$68,663$6,242iApproximate average salary by contribution assumption: employee only about $156,052 at 4% or $104,035 at 6%; with 50% employer match about $104,035 at 4% or $69,357 at 6%; with 100% employer match about $78,026 at 4% or $52,017 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-0$0--
2011210$561,708$63,639$6,364iApproximate average salary by contribution assumption: employee only about $159,098 at 4% or $106,065 at 6%; with 50% employer match about $106,065 at 4% or $70,710 at 6%; with 100% employer match about $79,549 at 4% or $53,033 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-10$552,241$63,639$6,364iApproximate average salary by contribution assumption: employee only about $159,098 at 4% or $106,065 at 6%; with 50% employer match about $106,065 at 4% or $70,710 at 6%; with 100% employer match about $79,549 at 4% or $53,033 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-6$9,467--
2010216$1,114,940$63,065$3,942iApproximate average salary by contribution assumption: employee only about $98,539 at 4% or $65,693 at 6%; with 50% employer match about $65,693 at 4% or $43,795 at 6%; with 100% employer match about $49,270 at 4% or $32,846 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-16$620,112--
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-11$494,828$63,065$5,733iApproximate average salary by contribution assumption: employee only about $143,330 at 4% or $95,553 at 6%; with 50% employer match about $95,553 at 4% or $63,702 at 6%; with 100% employer match about $71,665 at 4% or $47,777 at 6%.
2009216$1,011,858$48,862$3,054iApproximate average salary by contribution assumption: employee only about $76,347 at 4% or $50,898 at 6%; with 50% employer match about $50,898 at 4% or $33,932 at 6%; with 100% employer match about $38,173 at 4% or $25,449 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-16$572,358$2,896$181iApproximate average salary by contribution assumption: employee only about $4,525 at 4% or $3,017 at 6%; with 50% employer match about $3,017 at 4% or $2,011 at 6%; with 100% employer match about $2,263 at 4% or $1,508 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-11$439,500$45,966$4,179iApproximate average salary by contribution assumption: employee only about $104,468 at 4% or $69,645 at 6%; with 50% employer match about $69,645 at 4% or $46,430 at 6%; with 100% employer match about $52,234 at 4% or $34,823 at 6%.
2008210$0$0-
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-10---
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-10---
2007211$0$0-
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-11---
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-11---
200629$1,235,123$188,271$20,919iApproximate average salary by contribution assumption: employee only about $522,975 at 4% or $348,650 at 6%; with 50% employer match about $348,650 at 4% or $232,433 at 6%; with 100% employer match about $261,488 at 4% or $174,325 at 6%.
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST-9$685,429$126,051$14,006iApproximate average salary by contribution assumption: employee only about $350,142 at 4% or $233,428 at 6%; with 50% employer match about $233,428 at 4% or $155,619 at 6%; with 100% employer match about $175,071 at 4% or $116,714 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-8$549,694$62,220$7,778iApproximate average salary by contribution assumption: employee only about $194,438 at 4% or $129,625 at 6%; with 50% employer match about $129,625 at 4% or $86,417 at 6%; with 100% employer match about $97,219 at 4% or $64,813 at 6%.
200529$927,167$179,739$19,971iApproximate average salary by contribution assumption: employee only about $499,275 at 4% or $332,850 at 6%; with 50% employer match about $332,850 at 4% or $221,900 at 6%; with 100% employer match about $249,638 at 4% or $166,425 at 6%.
ALEXANDRIA ORAL SURGERY, LLP 401K PROFIT SHARING PLAN AND TRUST-6$505,753$116,918$19,486iApproximate average salary by contribution assumption: employee only about $487,158 at 4% or $324,772 at 6%; with 50% employer match about $324,772 at 4% or $216,515 at 6%; with 100% employer match about $243,579 at 4% or $162,386 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-9$421,414$62,821$6,980iApproximate average salary by contribution assumption: employee only about $174,503 at 4% or $116,335 at 6%; with 50% employer match about $116,335 at 4% or $77,557 at 6%; with 100% employer match about $87,251 at 4% or $58,168 at 6%.
200429$710,275$183,440$20,382iApproximate average salary by contribution assumption: employee only about $509,556 at 4% or $339,704 at 6%; with 50% employer match about $339,704 at 4% or $226,469 at 6%; with 100% employer match about $254,778 at 4% or $169,852 at 6%.
ALEXANDRIA ORAL SURGERY, LLP 401K PROFIT SHARING PLAN AND TRUST-9$371,739$118,235$13,137iApproximate average salary by contribution assumption: employee only about $328,431 at 4% or $218,954 at 6%; with 50% employer match about $218,954 at 4% or $145,969 at 6%; with 100% employer match about $164,215 at 4% or $109,477 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-9$338,536$65,205$7,245iApproximate average salary by contribution assumption: employee only about $181,125 at 4% or $120,750 at 6%; with 50% employer match about $120,750 at 4% or $80,500 at 6%; with 100% employer match about $90,563 at 4% or $60,375 at 6%.
200328$466,947$153,076$19,135iApproximate average salary by contribution assumption: employee only about $478,363 at 4% or $318,908 at 6%; with 50% employer match about $318,908 at 4% or $212,606 at 6%; with 100% employer match about $239,181 at 4% or $159,454 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-8$249,930$59,321$7,415iApproximate average salary by contribution assumption: employee only about $185,378 at 4% or $123,585 at 6%; with 50% employer match about $123,585 at 4% or $82,390 at 6%; with 100% employer match about $92,689 at 4% or $61,793 at 6%.
ALEXANDRIA ORAL SURGERY, LLP 401K PROFIT SHARING PLAN AND TRUST-8$217,017$93,755$11,719iApproximate average salary by contribution assumption: employee only about $292,984 at 4% or $195,323 at 6%; with 50% employer match about $195,323 at 4% or $130,215 at 6%; with 100% employer match about $146,492 at 4% or $97,661 at 6%.
200227$260,583$149,070$21,296iApproximate average salary by contribution assumption: employee only about $532,393 at 4% or $354,929 at 6%; with 50% employer match about $354,929 at 4% or $236,619 at 6%; with 100% employer match about $266,196 at 4% or $177,464 at 6%.
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-7$168,135$57,695$8,242iApproximate average salary by contribution assumption: employee only about $206,054 at 4% or $137,369 at 6%; with 50% employer match about $137,369 at 4% or $91,579 at 6%; with 100% employer match about $103,027 at 4% or $68,685 at 6%.
ALEXANDRIA ORAL SURGERY, L.L.P. 401K PROFIT SHARING PLAN AND TRUST-7$92,448$91,375$13,054iApproximate average salary by contribution assumption: employee only about $326,339 at 4% or $217,560 at 6%; with 50% employer match about $217,560 at 4% or $145,040 at 6%; with 100% employer match about $163,170 at 4% or $108,780 at 6%.
200117$0$0-
Alexandria Oral Surgery LLP Defined Benefit Plan and Trust-7---
2000211$1,594,617$67,503$6,137iApproximate average salary by contribution assumption: employee only about $153,416 at 4% or $102,277 at 6%; with 50% employer match about $102,277 at 4% or $68,185 at 6%; with 100% employer match about $76,708 at 4% or $51,139 at 6%.
Hollier, Marks & Carlton Profit Sharing 401K Plan-11$1,348,841$31,378$2,853iApproximate average salary by contribution assumption: employee only about $71,314 at 4% or $47,542 at 6%; with 50% employer match about $47,542 at 4% or $31,695 at 6%; with 100% employer match about $35,657 at 4% or $23,771 at 6%.
Hollier, Marks & Carlton Pension Plan-11$245,776$36,125$3,284iApproximate average salary by contribution assumption: employee only about $82,102 at 4% or $54,735 at 6%; with 50% employer match about $54,735 at 4% or $36,490 at 6%; with 100% employer match about $41,051 at 4% or $27,367 at 6%.
199928$1,680,685$72,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Hollier, Marks & Carlton Profit Sharing 401K Plan-8$1,444,520$33,479$4,185iApproximate average salary by contribution assumption: employee only about $104,622 at 4% or $69,748 at 6%; with 50% employer match about $69,748 at 4% or $46,499 at 6%; with 100% employer match about $52,311 at 4% or $34,874 at 6%.
Hollier, Marks & Carlton Pension Plan-8$236,165$38,521$4,815iApproximate average salary by contribution assumption: employee only about $120,378 at 4% or $80,252 at 6%; with 50% employer match about $80,252 at 4% or $53,501 at 6%; with 100% employer match about $60,189 at 4% or $40,126 at 6%.