Rogers & Compton Orthodontics Inc.
Plan context: BOREN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
EIN 75-1324785 • Midland, TX • 30 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
10
2023 Assets
$579,400
2023 Contributions
$230,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| BOREN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2022 | 2 | 10 | $579,400 | $230,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| BOREN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 10 | $579,400 | $230,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2021 | 2 | 14 | $2,226,297 | $196,826 | $14,059iApproximate average salary by contribution assumption: employee only about $351,475 at 4% or $234,317 at 6%; with 50% employer match about $234,317 at 4% or $156,211 at 6%; with 100% employer match about $175,738 at 4% or $117,158 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 14 | $1,817,010 | $106,826 | $7,630iApproximate average salary by contribution assumption: employee only about $190,761 at 4% or $127,174 at 6%; with 50% employer match about $127,174 at 4% or $84,783 at 6%; with 100% employer match about $95,380 at 4% or $63,587 at 6%. |
| BOREN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 11 | $409,287 | $90,000 | $8,182iApproximate average salary by contribution assumption: employee only about $204,545 at 4% or $136,364 at 6%; with 50% employer match about $136,364 at 4% or $90,909 at 6%; with 100% employer match about $102,273 at 4% or $68,182 at 6%. |
| 2020 | 2 | 15 | $1,860,275 | $191,254 | $12,750iApproximate average salary by contribution assumption: employee only about $318,757 at 4% or $212,504 at 6%; with 50% employer match about $212,504 at 4% or $141,670 at 6%; with 100% employer match about $159,378 at 4% or $106,252 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 15 | $1,575,623 | $101,254 | $6,750iApproximate average salary by contribution assumption: employee only about $168,757 at 4% or $112,504 at 6%; with 50% employer match about $112,504 at 4% or $75,003 at 6%; with 100% employer match about $84,378 at 4% or $56,252 at 6%. |
| BOREN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 13 | $284,652 | $90,000 | $6,923iApproximate average salary by contribution assumption: employee only about $173,077 at 4% or $115,385 at 6%; with 50% employer match about $115,385 at 4% or $76,923 at 6%; with 100% employer match about $86,538 at 4% or $57,692 at 6%. |
| 2019 | 2 | 12 | $1,734,080 | $204,841 | $17,070iApproximate average salary by contribution assumption: employee only about $426,752 at 4% or $284,501 at 6%; with 50% employer match about $284,501 at 4% or $189,668 at 6%; with 100% employer match about $213,376 at 4% or $142,251 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 12 | $1,558,329 | $114,841 | $9,570iApproximate average salary by contribution assumption: employee only about $239,252 at 4% or $159,501 at 6%; with 50% employer match about $159,501 at 4% or $106,334 at 6%; with 100% employer match about $119,626 at 4% or $79,751 at 6%. |
| BOREN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 9 | $175,751 | $90,000 | $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%. |
| 2018 | 2 | 11 | $1,298,236 | $184,546 | $16,777iApproximate average salary by contribution assumption: employee only about $419,423 at 4% or $279,615 at 6%; with 50% employer match about $279,615 at 4% or $186,410 at 6%; with 100% employer match about $209,711 at 4% or $139,808 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 11 | $1,215,329 | $101,546 | $9,231iApproximate average salary by contribution assumption: employee only about $230,786 at 4% or $153,858 at 6%; with 50% employer match about $153,858 at 4% or $102,572 at 6%; with 100% employer match about $115,393 at 4% or $76,929 at 6%. |
| BOREN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | - | 9 | $82,907 | $83,000 | $9,222iApproximate average salary by contribution assumption: employee only about $230,556 at 4% or $153,704 at 6%; with 50% employer match about $153,704 at 4% or $102,469 at 6%; with 100% employer match about $115,278 at 4% or $76,852 at 6%. |
| 2017 | 1 | 10 | $1,241,430 | $39,763 | $3,976iApproximate average salary by contribution assumption: employee only about $99,408 at 4% or $66,272 at 6%; with 50% employer match about $66,272 at 4% or $44,181 at 6%; with 100% employer match about $49,704 at 4% or $33,136 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 10 | $1,241,430 | $39,763 | $3,976iApproximate average salary by contribution assumption: employee only about $99,408 at 4% or $66,272 at 6%; with 50% employer match about $66,272 at 4% or $44,181 at 6%; with 100% employer match about $49,704 at 4% or $33,136 at 6%. |
| 2016 | 1 | 13 | $1,458,806 | $119,255 | $9,173iApproximate average salary by contribution assumption: employee only about $229,337 at 4% or $152,891 at 6%; with 50% employer match about $152,891 at 4% or $101,927 at 6%; with 100% employer match about $114,668 at 4% or $76,446 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 13 | $1,458,806 | $119,255 | $9,173iApproximate average salary by contribution assumption: employee only about $229,337 at 4% or $152,891 at 6%; with 50% employer match about $152,891 at 4% or $101,927 at 6%; with 100% employer match about $114,668 at 4% or $76,446 at 6%. |
| 2015 | 1 | 12 | $1,221,018 | $118,940 | $9,912iApproximate average salary by contribution assumption: employee only about $247,792 at 4% or $165,194 at 6%; with 50% employer match about $165,194 at 4% or $110,130 at 6%; with 100% employer match about $123,896 at 4% or $82,597 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 12 | $1,221,018 | $118,940 | $9,912iApproximate average salary by contribution assumption: employee only about $247,792 at 4% or $165,194 at 6%; with 50% employer match about $165,194 at 4% or $110,130 at 6%; with 100% employer match about $123,896 at 4% or $82,597 at 6%. |
| 2014 | 1 | 12 | $3,399,008 | $155,790 | $12,983iApproximate average salary by contribution assumption: employee only about $324,563 at 4% or $216,375 at 6%; with 50% employer match about $216,375 at 4% or $144,250 at 6%; with 100% employer match about $162,281 at 4% or $108,188 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 12 | $3,399,008 | $155,790 | $12,983iApproximate average salary by contribution assumption: employee only about $324,563 at 4% or $216,375 at 6%; with 50% employer match about $216,375 at 4% or $144,250 at 6%; with 100% employer match about $162,281 at 4% or $108,188 at 6%. |
| 2013 | 1 | 12 | $3,402,211 | $149,206 | $12,434iApproximate average salary by contribution assumption: employee only about $310,846 at 4% or $207,231 at 6%; with 50% employer match about $207,231 at 4% or $138,154 at 6%; with 100% employer match about $155,423 at 4% or $103,615 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 12 | $3,402,211 | $149,206 | $12,434iApproximate average salary by contribution assumption: employee only about $310,846 at 4% or $207,231 at 6%; with 50% employer match about $207,231 at 4% or $138,154 at 6%; with 100% employer match about $155,423 at 4% or $103,615 at 6%. |
| 2012 | 1 | 12 | $2,833,168 | $159,097 | $13,258iApproximate average salary by contribution assumption: employee only about $331,452 at 4% or $220,968 at 6%; with 50% employer match about $220,968 at 4% or $147,312 at 6%; with 100% employer match about $165,726 at 4% or $110,484 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 12 | $2,833,168 | $159,097 | $13,258iApproximate average salary by contribution assumption: employee only about $331,452 at 4% or $220,968 at 6%; with 50% employer match about $220,968 at 4% or $147,312 at 6%; with 100% employer match about $165,726 at 4% or $110,484 at 6%. |
| 2011 | 1 | 11 | $2,434,616 | $147,480 | $13,407iApproximate average salary by contribution assumption: employee only about $335,182 at 4% or $223,455 at 6%; with 50% employer match about $223,455 at 4% or $148,970 at 6%; with 100% employer match about $167,591 at 4% or $111,727 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 11 | $2,434,616 | $147,480 | $13,407iApproximate average salary by contribution assumption: employee only about $335,182 at 4% or $223,455 at 6%; with 50% employer match about $223,455 at 4% or $148,970 at 6%; with 100% employer match about $167,591 at 4% or $111,727 at 6%. |
| 2010 | 1 | 13 | $2,388,452 | $149,477 | $11,498iApproximate average salary by contribution assumption: employee only about $287,456 at 4% or $191,637 at 6%; with 50% employer match about $191,637 at 4% or $127,758 at 6%; with 100% employer match about $143,728 at 4% or $95,819 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 13 | $2,388,452 | $149,477 | $11,498iApproximate average salary by contribution assumption: employee only about $287,456 at 4% or $191,637 at 6%; with 50% employer match about $191,637 at 4% or $127,758 at 6%; with 100% employer match about $143,728 at 4% or $95,819 at 6%. |
| 2009 | 1 | 8 | $1,919,944 | $129,272 | $16,159iApproximate average salary by contribution assumption: employee only about $403,975 at 4% or $269,317 at 6%; with 50% employer match about $269,317 at 4% or $179,544 at 6%; with 100% employer match about $201,988 at 4% or $134,658 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 8 | $1,919,944 | $129,272 | $16,159iApproximate average salary by contribution assumption: employee only about $403,975 at 4% or $269,317 at 6%; with 50% employer match about $269,317 at 4% or $179,544 at 6%; with 100% employer match about $201,988 at 4% or $134,658 at 6%. |
| 2008 | 1 | 9 | $1,591,065 | $124,429 | $13,825iApproximate average salary by contribution assumption: employee only about $345,636 at 4% or $230,424 at 6%; with 50% employer match about $230,424 at 4% or $153,616 at 6%; with 100% employer match about $172,818 at 4% or $115,212 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 9 | $1,591,065 | $124,429 | $13,825iApproximate average salary by contribution assumption: employee only about $345,636 at 4% or $230,424 at 6%; with 50% employer match about $230,424 at 4% or $153,616 at 6%; with 100% employer match about $172,818 at 4% or $115,212 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 11 | - | - | - |
| 2006 | 1 | 10 | $2,551,752 | $145,714 | $14,571iApproximate average salary by contribution assumption: employee only about $364,285 at 4% or $242,857 at 6%; with 50% employer match about $242,857 at 4% or $161,904 at 6%; with 100% employer match about $182,143 at 4% or $121,428 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 10 | $2,551,752 | $145,714 | $14,571iApproximate average salary by contribution assumption: employee only about $364,285 at 4% or $242,857 at 6%; with 50% employer match about $242,857 at 4% or $161,904 at 6%; with 100% employer match about $182,143 at 4% or $121,428 at 6%. |
| 2005 | 1 | 11 | $2,188,368 | $146,582 | $13,326iApproximate average salary by contribution assumption: employee only about $333,141 at 4% or $222,094 at 6%; with 50% employer match about $222,094 at 4% or $148,063 at 6%; with 100% employer match about $166,570 at 4% or $111,047 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 11 | $2,188,368 | $146,582 | $13,326iApproximate average salary by contribution assumption: employee only about $333,141 at 4% or $222,094 at 6%; with 50% employer match about $222,094 at 4% or $148,063 at 6%; with 100% employer match about $166,570 at 4% or $111,047 at 6%. |
| 2004 | 1 | 12 | $1,860,651 | $145,132 | $12,094iApproximate average salary by contribution assumption: employee only about $302,358 at 4% or $201,572 at 6%; with 50% employer match about $201,572 at 4% or $134,381 at 6%; with 100% employer match about $151,179 at 4% or $100,786 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 12 | $1,860,651 | $145,132 | $12,094iApproximate average salary by contribution assumption: employee only about $302,358 at 4% or $201,572 at 6%; with 50% employer match about $201,572 at 4% or $134,381 at 6%; with 100% employer match about $151,179 at 4% or $100,786 at 6%. |
| 2003 | 1 | 10 | $1,578,738 | $96,500 | $9,650iApproximate average salary by contribution assumption: employee only about $241,250 at 4% or $160,833 at 6%; with 50% employer match about $160,833 at 4% or $107,222 at 6%; with 100% employer match about $120,625 at 4% or $80,417 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 10 | $1,578,738 | $96,500 | $9,650iApproximate average salary by contribution assumption: employee only about $241,250 at 4% or $160,833 at 6%; with 50% employer match about $160,833 at 4% or $107,222 at 6%; with 100% employer match about $120,625 at 4% or $80,417 at 6%. |
| 2002 | 1 | 9 | $1,226,156 | $92,147 | $10,239iApproximate average salary by contribution assumption: employee only about $255,964 at 4% or $170,643 at 6%; with 50% employer match about $170,643 at 4% or $113,762 at 6%; with 100% employer match about $127,982 at 4% or $85,321 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 9 | $1,226,156 | $92,147 | $10,239iApproximate average salary by contribution assumption: employee only about $255,964 at 4% or $170,643 at 6%; with 50% employer match about $170,643 at 4% or $113,762 at 6%; with 100% employer match about $127,982 at 4% or $85,321 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 11 | $1,290,325 | $89,518 | $8,138iApproximate average salary by contribution assumption: employee only about $203,450 at 4% or $135,633 at 6%; with 50% employer match about $135,633 at 4% or $90,422 at 6%; with 100% employer match about $101,725 at 4% or $67,817 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 11 | $1,290,325 | $89,518 | $8,138iApproximate average salary by contribution assumption: employee only about $203,450 at 4% or $135,633 at 6%; with 50% employer match about $135,633 at 4% or $90,422 at 6%; with 100% employer match about $101,725 at 4% or $67,817 at 6%. |
| 1999 | 1 | 12 | $1,507,001 | $69,841 | $5,820iApproximate average salary by contribution assumption: employee only about $145,502 at 4% or $97,001 at 6%; with 50% employer match about $97,001 at 4% or $64,668 at 6%; with 100% employer match about $72,751 at 4% or $48,501 at 6%. |
| Rogers & Compton Orthodontics Inc. Profit Sharing Plan | - | 12 | $1,507,001 | $69,841 | $5,820iApproximate average salary by contribution assumption: employee only about $145,502 at 4% or $97,001 at 6%; with 50% employer match about $97,001 at 4% or $64,668 at 6%; with 100% employer match about $72,751 at 4% or $48,501 at 6%. |