Civic Intelligence

Rick Herrmann Orthodontics, P.A.

Plan context: Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust

EIN 75-2969973 • Mansfield, TX • 26 filings • 3 plans

1821 Cannon DriveMansfield, TX 76063
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,291,689

2024 Contributions

$135,691

Historical Graphs

Total Assets Over Time

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

$3,291,689$1,645,845$0200220132024YearValue
$3,291,689Latest year 2024

Participants Over Time

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

950200220132024YearValue
6Latest 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
202426$3,291,689$135,691$22,615iApproximate average salary by contribution assumption: employee only about $565,379 at 4% or $376,919 at 6%; with 50% employer match about $376,919 at 4% or $251,280 at 6%; with 100% employer match about $282,690 at 4% or $188,460 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$3,014,151$51,691$8,615iApproximate average salary by contribution assumption: employee only about $215,379 at 4% or $143,586 at 6%; with 50% employer match about $143,586 at 4% or $95,724 at 6%; with 100% employer match about $107,690 at 4% or $71,793 at 6%.
Rick Herrmann Orthodontics Cash Balance Plan & Trust-4$277,538$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
202327$2,917,893$200,820$28,689iApproximate average salary by contribution assumption: employee only about $717,214 at 4% or $478,143 at 6%; with 50% employer match about $478,143 at 4% or $318,762 at 6%; with 100% employer match about $358,607 at 4% or $239,071 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-7$2,737,751$119,777$17,111iApproximate average salary by contribution assumption: employee only about $427,775 at 4% or $285,183 at 6%; with 50% employer match about $285,183 at 4% or $190,122 at 6%; with 100% employer match about $213,888 at 4% or $142,592 at 6%.
Rick Herrmann Orthodontics Cash Balance Plan & Trust-5$180,142$81,043$16,209iApproximate average salary by contribution assumption: employee only about $405,215 at 4% or $270,143 at 6%; with 50% employer match about $270,143 at 4% or $180,096 at 6%; with 100% employer match about $202,608 at 4% or $135,072 at 6%.
202229$2,345,379$197,162$21,907iApproximate average salary by contribution assumption: employee only about $547,672 at 4% or $365,115 at 6%; with 50% employer match about $365,115 at 4% or $243,410 at 6%; with 100% employer match about $273,836 at 4% or $182,557 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-9$2,263,299$115,082$12,787iApproximate average salary by contribution assumption: employee only about $319,672 at 4% or $213,115 at 6%; with 50% employer match about $213,115 at 4% or $142,077 at 6%; with 100% employer match about $159,836 at 4% or $106,557 at 6%.
Rick Herrmann Orthodontics Cash Balance Plan & Trust-6$82,080$82,080$13,680iApproximate average salary by contribution assumption: employee only about $342,000 at 4% or $228,000 at 6%; with 50% employer match about $228,000 at 4% or $152,000 at 6%; with 100% employer match about $171,000 at 4% or $114,000 at 6%.
202115$2,508,806$100,302$20,060iApproximate average salary by contribution assumption: employee only about $501,510 at 4% or $334,340 at 6%; with 50% employer match about $334,340 at 4% or $222,893 at 6%; with 100% employer match about $250,755 at 4% or $167,170 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-5$2,508,806$100,302$20,060iApproximate average salary by contribution assumption: employee only about $501,510 at 4% or $334,340 at 6%; with 50% employer match about $334,340 at 4% or $222,893 at 6%; with 100% employer match about $250,755 at 4% or $167,170 at 6%.
202016$2,090,099$94,087$15,681iApproximate average salary by contribution assumption: employee only about $392,029 at 4% or $261,353 at 6%; with 50% employer match about $261,353 at 4% or $174,235 at 6%; with 100% employer match about $196,015 at 4% or $130,676 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$2,090,099$94,087$15,681iApproximate average salary by contribution assumption: employee only about $392,029 at 4% or $261,353 at 6%; with 50% employer match about $261,353 at 4% or $174,235 at 6%; with 100% employer match about $196,015 at 4% or $130,676 at 6%.
201917$1,977,278$107,840$15,406iApproximate average salary by contribution assumption: employee only about $385,143 at 4% or $256,762 at 6%; with 50% employer match about $256,762 at 4% or $171,175 at 6%; with 100% employer match about $192,571 at 4% or $128,381 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-7$1,977,278$107,840$15,406iApproximate average salary by contribution assumption: employee only about $385,143 at 4% or $256,762 at 6%; with 50% employer match about $256,762 at 4% or $171,175 at 6%; with 100% employer match about $192,571 at 4% or $128,381 at 6%.
201816$1,612,088$109,262$18,210iApproximate average salary by contribution assumption: employee only about $455,258 at 4% or $303,506 at 6%; with 50% employer match about $303,506 at 4% or $202,337 at 6%; with 100% employer match about $227,629 at 4% or $151,753 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$1,612,088$109,262$18,210iApproximate average salary by contribution assumption: employee only about $455,258 at 4% or $303,506 at 6%; with 50% employer match about $303,506 at 4% or $202,337 at 6%; with 100% employer match about $227,629 at 4% or $151,753 at 6%.
201714$1,636,584$102,963$25,741iApproximate average salary by contribution assumption: employee only about $643,519 at 4% or $429,013 at 6%; with 50% employer match about $429,013 at 4% or $286,008 at 6%; with 100% employer match about $321,759 at 4% or $214,506 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-4$1,636,584$102,963$25,741iApproximate average salary by contribution assumption: employee only about $643,519 at 4% or $429,013 at 6%; with 50% employer match about $429,013 at 4% or $286,008 at 6%; with 100% employer match about $321,759 at 4% or $214,506 at 6%.
201616$1,393,835$103,334$17,222iApproximate average salary by contribution assumption: employee only about $430,558 at 4% or $287,039 at 6%; with 50% employer match about $287,039 at 4% or $191,359 at 6%; with 100% employer match about $215,279 at 4% or $143,519 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$1,393,835$103,334$17,222iApproximate average salary by contribution assumption: employee only about $430,558 at 4% or $287,039 at 6%; with 50% employer match about $287,039 at 4% or $191,359 at 6%; with 100% employer match about $215,279 at 4% or $143,519 at 6%.
201516$1,189,836$96,693$16,116iApproximate average salary by contribution assumption: employee only about $402,888 at 4% or $268,592 at 6%; with 50% employer match about $268,592 at 4% or $179,061 at 6%; with 100% employer match about $201,444 at 4% or $134,296 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$1,189,836$96,693$16,116iApproximate average salary by contribution assumption: employee only about $402,888 at 4% or $268,592 at 6%; with 50% employer match about $268,592 at 4% or $179,061 at 6%; with 100% employer match about $201,444 at 4% or $134,296 at 6%.
201417$1,157,405$99,554$14,222iApproximate average salary by contribution assumption: employee only about $355,550 at 4% or $237,033 at 6%; with 50% employer match about $237,033 at 4% or $158,022 at 6%; with 100% employer match about $177,775 at 4% or $118,517 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-7$1,157,405$99,554$14,222iApproximate average salary by contribution assumption: employee only about $355,550 at 4% or $237,033 at 6%; with 50% employer match about $237,033 at 4% or $158,022 at 6%; with 100% employer match about $177,775 at 4% or $118,517 at 6%.
201317$1,079,514$90,769$12,967iApproximate average salary by contribution assumption: employee only about $324,175 at 4% or $216,117 at 6%; with 50% employer match about $216,117 at 4% or $144,078 at 6%; with 100% employer match about $162,088 at 4% or $108,058 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-7$1,079,514$90,769$12,967iApproximate average salary by contribution assumption: employee only about $324,175 at 4% or $216,117 at 6%; with 50% employer match about $216,117 at 4% or $144,078 at 6%; with 100% employer match about $162,088 at 4% or $108,058 at 6%.
201218$882,455$86,879$10,860iApproximate average salary by contribution assumption: employee only about $271,497 at 4% or $180,998 at 6%; with 50% employer match about $180,998 at 4% or $120,665 at 6%; with 100% employer match about $135,748 at 4% or $90,499 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-8$882,455$86,879$10,860iApproximate average salary by contribution assumption: employee only about $271,497 at 4% or $180,998 at 6%; with 50% employer match about $180,998 at 4% or $120,665 at 6%; with 100% employer match about $135,748 at 4% or $90,499 at 6%.
201115$725,026$75,198$15,040iApproximate average salary by contribution assumption: employee only about $375,990 at 4% or $250,660 at 6%; with 50% employer match about $250,660 at 4% or $167,107 at 6%; with 100% employer match about $187,995 at 4% or $125,330 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-5$725,026$75,198$15,040iApproximate average salary by contribution assumption: employee only about $375,990 at 4% or $250,660 at 6%; with 50% employer match about $250,660 at 4% or $167,107 at 6%; with 100% employer match about $187,995 at 4% or $125,330 at 6%.
201014$660,011$68,538$17,135iApproximate average salary by contribution assumption: employee only about $428,363 at 4% or $285,575 at 6%; with 50% employer match about $285,575 at 4% or $190,383 at 6%; with 100% employer match about $214,181 at 4% or $142,788 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-4$660,011$68,538$17,135iApproximate average salary by contribution assumption: employee only about $428,363 at 4% or $285,575 at 6%; with 50% employer match about $285,575 at 4% or $190,383 at 6%; with 100% employer match about $214,181 at 4% or $142,788 at 6%.
200916$544,187$93,644$15,607iApproximate average salary by contribution assumption: employee only about $390,183 at 4% or $260,122 at 6%; with 50% employer match about $260,122 at 4% or $173,415 at 6%; with 100% employer match about $195,092 at 4% or $130,061 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$544,187$93,644$15,607iApproximate average salary by contribution assumption: employee only about $390,183 at 4% or $260,122 at 6%; with 50% employer match about $260,122 at 4% or $173,415 at 6%; with 100% employer match about $195,092 at 4% or $130,061 at 6%.
200816$406,383$90,738$15,123iApproximate average salary by contribution assumption: employee only about $378,075 at 4% or $252,050 at 6%; with 50% employer match about $252,050 at 4% or $168,033 at 6%; with 100% employer match about $189,038 at 4% or $126,025 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$406,383$90,738$15,123iApproximate average salary by contribution assumption: employee only about $378,075 at 4% or $252,050 at 6%; with 50% employer match about $252,050 at 4% or $168,033 at 6%; with 100% employer match about $189,038 at 4% or $126,025 at 6%.
200717$537,268$95,269$13,610iApproximate average salary by contribution assumption: employee only about $340,246 at 4% or $226,831 at 6%; with 50% employer match about $226,831 at 4% or $151,221 at 6%; with 100% employer match about $170,123 at 4% or $113,415 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-7$537,268$95,269$13,610iApproximate average salary by contribution assumption: employee only about $340,246 at 4% or $226,831 at 6%; with 50% employer match about $226,831 at 4% or $151,221 at 6%; with 100% employer match about $170,123 at 4% or $113,415 at 6%.
200616$443,089$90,670$15,112iApproximate average salary by contribution assumption: employee only about $377,792 at 4% or $251,861 at 6%; with 50% employer match about $251,861 at 4% or $167,907 at 6%; with 100% employer match about $188,896 at 4% or $125,931 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$443,089$90,670$15,112iApproximate average salary by contribution assumption: employee only about $377,792 at 4% or $251,861 at 6%; with 50% employer match about $251,861 at 4% or $167,907 at 6%; with 100% employer match about $188,896 at 4% or $125,931 at 6%.
200515$324,337$70,281$14,056iApproximate average salary by contribution assumption: employee only about $351,405 at 4% or $234,270 at 6%; with 50% employer match about $234,270 at 4% or $156,180 at 6%; with 100% employer match about $175,703 at 4% or $117,135 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-5$324,337$70,281$14,056iApproximate average salary by contribution assumption: employee only about $351,405 at 4% or $234,270 at 6%; with 50% employer match about $234,270 at 4% or $156,180 at 6%; with 100% employer match about $175,703 at 4% or $117,135 at 6%.
200413$238,308$67,039$22,346iApproximate average salary by contribution assumption: employee only about $558,658 at 4% or $372,439 at 6%; with 50% employer match about $372,439 at 4% or $248,293 at 6%; with 100% employer match about $279,329 at 4% or $186,219 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-3$238,308$67,039$22,346iApproximate average salary by contribution assumption: employee only about $558,658 at 4% or $372,439 at 6%; with 50% employer match about $372,439 at 4% or $248,293 at 6%; with 100% employer match about $279,329 at 4% or $186,219 at 6%.
200315$144,583$86,024$17,205iApproximate average salary by contribution assumption: employee only about $430,120 at 4% or $286,747 at 6%; with 50% employer match about $286,747 at 4% or $191,164 at 6%; with 100% employer match about $215,060 at 4% or $143,373 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-5$144,583$86,024$17,205iApproximate average salary by contribution assumption: employee only about $430,120 at 4% or $286,747 at 6%; with 50% employer match about $286,747 at 4% or $191,164 at 6%; with 100% employer match about $215,060 at 4% or $143,373 at 6%.
200216$35,872$36,555$6,093iApproximate average salary by contribution assumption: employee only about $152,313 at 4% or $101,542 at 6%; with 50% employer match about $101,542 at 4% or $67,694 at 6%; with 100% employer match about $76,156 at 4% or $50,771 at 6%.
Rick Herrmann Orthodontics, P.A. Retirement Plan & Trust-6$35,872$36,555$6,093iApproximate average salary by contribution assumption: employee only about $152,313 at 4% or $101,542 at 6%; with 50% employer match about $101,542 at 4% or $67,694 at 6%; with 100% employer match about $76,156 at 4% or $50,771 at 6%.