Civic Intelligence

Evan G. Wilson, D.D.S., M.S., P.A.

Plan context: Wilson Orthodontics Retirement Plan & Trust

EIN 75-2830639 • Frisco, TX • 31 filings • 2 plans

5220 Legendary DriveFrisco, TX 75034
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$1,302,850

2022 Contributions

$150,227

Historical Graphs

Total Assets Over Time

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

$2,502,902$1,251,451$0200220122021YearValue
$1,302,850Latest year 2021

Participants Over Time

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

950200220122021YearValue
7Latest year 2021

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
202220$0$0-
Wilson Orthodontics Retirement Plan & Trust-0$0$0-
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-0$0$0-
202127$1,302,850$150,227$21,461iApproximate average salary by contribution assumption: employee only about $536,525 at 4% or $357,683 at 6%; with 50% employer match about $357,683 at 4% or $238,456 at 6%; with 100% employer match about $268,263 at 4% or $178,842 at 6%.
Wilson Orthodontics Retirement Plan & Trust-7$834,803$50,227$7,175iApproximate average salary by contribution assumption: employee only about $179,382 at 4% or $119,588 at 6%; with 50% employer match about $119,588 at 4% or $79,725 at 6%; with 100% employer match about $89,691 at 4% or $59,794 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-7$468,047$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
202027$2,502,902$93,382$13,340iApproximate average salary by contribution assumption: employee only about $333,507 at 4% or $222,338 at 6%; with 50% employer match about $222,338 at 4% or $148,225 at 6%; with 100% employer match about $166,754 at 4% or $111,169 at 6%.
Wilson Orthodontics Retirement Plan & Trust-7$2,157,847$93,382$13,340iApproximate average salary by contribution assumption: employee only about $333,507 at 4% or $222,338 at 6%; with 50% employer match about $222,338 at 4% or $148,225 at 6%; with 100% employer match about $166,754 at 4% or $111,169 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-7$345,055$0-
201928$2,425,464$85,716$10,715iApproximate average salary by contribution assumption: employee only about $267,863 at 4% or $178,575 at 6%; with 50% employer match about $178,575 at 4% or $119,050 at 6%; with 100% employer match about $133,931 at 4% or $89,288 at 6%.
Wilson Orthodontics Retirement Plan & Trust-8$2,077,114$85,716$10,715iApproximate average salary by contribution assumption: employee only about $267,863 at 4% or $178,575 at 6%; with 50% employer match about $178,575 at 4% or $119,050 at 6%; with 100% employer match about $133,931 at 4% or $89,288 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-8$348,350$0-
201827$2,059,535$144,129$20,590iApproximate average salary by contribution assumption: employee only about $514,746 at 4% or $343,164 at 6%; with 50% employer match about $343,164 at 4% or $228,776 at 6%; with 100% employer match about $257,373 at 4% or $171,582 at 6%.
Wilson Orthodontics Retirement Plan & Trust-7$1,745,564$84,129$12,018iApproximate average salary by contribution assumption: employee only about $300,461 at 4% or $200,307 at 6%; with 50% employer match about $200,307 at 4% or $133,538 at 6%; with 100% employer match about $150,230 at 4% or $100,154 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-7$313,971$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
201727$2,030,073$124,136$17,734iApproximate average salary by contribution assumption: employee only about $443,343 at 4% or $295,562 at 6%; with 50% employer match about $295,562 at 4% or $197,041 at 6%; with 100% employer match about $221,671 at 4% or $147,781 at 6%.
Wilson Orthodontics Retirement Plan & Trust-7$1,754,989$79,136$11,305iApproximate average salary by contribution assumption: employee only about $282,629 at 4% or $188,419 at 6%; with 50% employer match about $188,419 at 4% or $125,613 at 6%; with 100% employer match about $141,314 at 4% or $94,210 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-7$275,084$45,000$6,429iApproximate average salary by contribution assumption: employee only about $160,714 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,357 at 4% or $53,571 at 6%.
201628$1,696,413$134,301$16,788iApproximate average salary by contribution assumption: employee only about $419,691 at 4% or $279,794 at 6%; with 50% employer match about $279,794 at 4% or $186,529 at 6%; with 100% employer match about $209,845 at 4% or $139,897 at 6%.
Wilson Orthodontics Retirement Plan & Trust-8$1,491,014$84,025$10,503iApproximate average salary by contribution assumption: employee only about $262,578 at 4% or $175,052 at 6%; with 50% employer match about $175,052 at 4% or $116,701 at 6%; with 100% employer match about $131,289 at 4% or $87,526 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-8$205,399$50,276$6,285iApproximate average salary by contribution assumption: employee only about $157,113 at 4% or $104,742 at 6%; with 50% employer match about $104,742 at 4% or $69,828 at 6%; with 100% employer match about $78,556 at 4% or $52,371 at 6%.
201528$1,431,111$148,668$18,584iApproximate average salary by contribution assumption: employee only about $464,588 at 4% or $309,725 at 6%; with 50% employer match about $309,725 at 4% or $206,483 at 6%; with 100% employer match about $232,294 at 4% or $154,863 at 6%.
Wilson Orthodontics Retirement Plan & Trust-8$1,279,049$83,324$10,416iApproximate average salary by contribution assumption: employee only about $260,388 at 4% or $173,592 at 6%; with 50% employer match about $173,592 at 4% or $115,728 at 6%; with 100% employer match about $130,194 at 4% or $86,796 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-8$152,062$65,344$8,168iApproximate average salary by contribution assumption: employee only about $204,200 at 4% or $136,133 at 6%; with 50% employer match about $136,133 at 4% or $90,756 at 6%; with 100% employer match about $102,100 at 4% or $68,067 at 6%.
201429$1,346,757$125,765$13,974iApproximate average salary by contribution assumption: employee only about $349,347 at 4% or $232,898 at 6%; with 50% employer match about $232,898 at 4% or $155,265 at 6%; with 100% employer match about $174,674 at 4% or $116,449 at 6%.
Wilson Orthodontics Retirement Plan & Trust-9$1,255,346$81,198$9,022iApproximate average salary by contribution assumption: employee only about $225,550 at 4% or $150,367 at 6%; with 50% employer match about $150,367 at 4% or $100,244 at 6%; with 100% employer match about $112,775 at 4% or $75,183 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-6$91,411$44,567$7,428iApproximate average salary by contribution assumption: employee only about $185,696 at 4% or $123,797 at 6%; with 50% employer match about $123,797 at 4% or $82,531 at 6%; with 100% employer match about $92,848 at 4% or $61,899 at 6%.
201328$1,122,021$125,816$15,727iApproximate average salary by contribution assumption: employee only about $393,175 at 4% or $262,117 at 6%; with 50% employer match about $262,117 at 4% or $174,744 at 6%; with 100% employer match about $196,588 at 4% or $131,058 at 6%.
Wilson Orthodontics Retirement Plan & Trust-8$1,079,666$83,461$10,433iApproximate average salary by contribution assumption: employee only about $260,816 at 4% or $173,877 at 6%; with 50% employer match about $173,877 at 4% or $115,918 at 6%; with 100% employer match about $130,408 at 4% or $86,939 at 6%.
WILSON ORTHODONTICS DEFINED BENEFIT PENSION PLAN AND TRUST-6$42,355$42,355$7,059iApproximate average salary by contribution assumption: employee only about $176,479 at 4% or $117,653 at 6%; with 50% employer match about $117,653 at 4% or $78,435 at 6%; with 100% employer match about $88,240 at 4% or $58,826 at 6%.
201217$840,577$75,642$10,806iApproximate average salary by contribution assumption: employee only about $270,150 at 4% or $180,100 at 6%; with 50% employer match about $180,100 at 4% or $120,067 at 6%; with 100% employer match about $135,075 at 4% or $90,050 at 6%.
Wilson Orthodontics Retirement Plan & Trust-7$840,577$75,642$10,806iApproximate average salary by contribution assumption: employee only about $270,150 at 4% or $180,100 at 6%; with 50% employer match about $180,100 at 4% or $120,067 at 6%; with 100% employer match about $135,075 at 4% or $90,050 at 6%.
201118$685,491$72,589$9,074iApproximate average salary by contribution assumption: employee only about $226,841 at 4% or $151,227 at 6%; with 50% employer match about $151,227 at 4% or $100,818 at 6%; with 100% employer match about $113,420 at 4% or $75,614 at 6%.
Wilson Orthodontics Retirement Plan & Trust-8$685,491$72,589$9,074iApproximate average salary by contribution assumption: employee only about $226,841 at 4% or $151,227 at 6%; with 50% employer match about $151,227 at 4% or $100,818 at 6%; with 100% employer match about $113,420 at 4% or $75,614 at 6%.
201017$707,779$73,182$10,455iApproximate average salary by contribution assumption: employee only about $261,364 at 4% or $174,243 at 6%; with 50% employer match about $174,243 at 4% or $116,162 at 6%; with 100% employer match about $130,682 at 4% or $87,121 at 6%.
Wilson Orthodontics Retirement Plan & Trust-7$707,779$73,182$10,455iApproximate average salary by contribution assumption: employee only about $261,364 at 4% or $174,243 at 6%; with 50% employer match about $174,243 at 4% or $116,162 at 6%; with 100% employer match about $130,682 at 4% or $87,121 at 6%.
200914$571,441$72,102$18,026iApproximate average salary by contribution assumption: employee only about $450,638 at 4% or $300,425 at 6%; with 50% employer match about $300,425 at 4% or $200,283 at 6%; with 100% employer match about $225,319 at 4% or $150,213 at 6%.
Wilson Orthodontics Retirement Plan & Trust-4$571,441$72,102$18,026iApproximate average salary by contribution assumption: employee only about $450,638 at 4% or $300,425 at 6%; with 50% employer match about $300,425 at 4% or $200,283 at 6%; with 100% employer match about $225,319 at 4% or $150,213 at 6%.
200815$382,713$71,690$14,338iApproximate average salary by contribution assumption: employee only about $358,450 at 4% or $238,967 at 6%; with 50% employer match about $238,967 at 4% or $159,311 at 6%; with 100% employer match about $179,225 at 4% or $119,483 at 6%.
Wilson Orthodontics Retirement Plan & Trust-5$382,713$71,690$14,338iApproximate average salary by contribution assumption: employee only about $358,450 at 4% or $238,967 at 6%; with 50% employer match about $238,967 at 4% or $159,311 at 6%; with 100% employer match about $179,225 at 4% or $119,483 at 6%.
200716$514,063$72,573$12,096iApproximate average salary by contribution assumption: employee only about $302,388 at 4% or $201,592 at 6%; with 50% employer match about $201,592 at 4% or $134,394 at 6%; with 100% employer match about $151,194 at 4% or $100,796 at 6%.
Wilson Orthodontics Retirement Plan & Trust-6$514,063$72,573$12,096iApproximate average salary by contribution assumption: employee only about $302,388 at 4% or $201,592 at 6%; with 50% employer match about $201,592 at 4% or $134,394 at 6%; with 100% employer match about $151,194 at 4% or $100,796 at 6%.
200617$393,784$71,219$10,174iApproximate average salary by contribution assumption: employee only about $254,354 at 4% or $169,569 at 6%; with 50% employer match about $169,569 at 4% or $113,046 at 6%; with 100% employer match about $127,177 at 4% or $84,785 at 6%.
Wilson Orthodontics Retirement Plan & Trust-7$393,784$71,219$10,174iApproximate average salary by contribution assumption: employee only about $254,354 at 4% or $169,569 at 6%; with 50% employer match about $169,569 at 4% or $113,046 at 6%; with 100% employer match about $127,177 at 4% or $84,785 at 6%.
200515$293,035$65,010$13,002iApproximate average salary by contribution assumption: employee only about $325,050 at 4% or $216,700 at 6%; with 50% employer match about $216,700 at 4% or $144,467 at 6%; with 100% employer match about $162,525 at 4% or $108,350 at 6%.
Wilson Orthodontics Retirement Plan & Trust-5$293,035$65,010$13,002iApproximate average salary by contribution assumption: employee only about $325,050 at 4% or $216,700 at 6%; with 50% employer match about $216,700 at 4% or $144,467 at 6%; with 100% employer match about $162,525 at 4% or $108,350 at 6%.
200414$207,913$61,665$15,416iApproximate average salary by contribution assumption: employee only about $385,406 at 4% or $256,938 at 6%; with 50% employer match about $256,938 at 4% or $171,292 at 6%; with 100% employer match about $192,703 at 4% or $128,469 at 6%.
Wilson Orthodontics Retirement Plan & Trust-4$207,913$61,665$15,416iApproximate average salary by contribution assumption: employee only about $385,406 at 4% or $256,938 at 6%; with 50% employer match about $256,938 at 4% or $171,292 at 6%; with 100% employer match about $192,703 at 4% or $128,469 at 6%.
200314$127,463$58,215$14,554iApproximate average salary by contribution assumption: employee only about $363,844 at 4% or $242,563 at 6%; with 50% employer match about $242,563 at 4% or $161,708 at 6%; with 100% employer match about $181,922 at 4% or $121,281 at 6%.
Wilson Orthodontics Retirement Plan & Trust-4$127,463$58,215$14,554iApproximate average salary by contribution assumption: employee only about $363,844 at 4% or $242,563 at 6%; with 50% employer match about $242,563 at 4% or $161,708 at 6%; with 100% employer match about $181,922 at 4% or $121,281 at 6%.
200213$56,414$56,337$18,779iApproximate average salary by contribution assumption: employee only about $469,475 at 4% or $312,983 at 6%; with 50% employer match about $312,983 at 4% or $208,656 at 6%; with 100% employer match about $234,738 at 4% or $156,492 at 6%.
Wilson Orthodontics Retirement Plan & Trust-3$56,414$56,337$18,779iApproximate average salary by contribution assumption: employee only about $469,475 at 4% or $312,983 at 6%; with 50% employer match about $312,983 at 4% or $208,656 at 6%; with 100% employer match about $234,738 at 4% or $156,492 at 6%.