Civic Intelligence

Scott O. Schulz, Dds, Ms PC

Plan context: Schulz Orthodontics 401(K) Plan

EIN 75-3102135 • Traverse City, MI • 18 filings • 4 plans

4952 Skyview CourtSuite BTraverse City, MI 49684
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$1,848,946

2023 Contributions

$146,637

Historical Graphs

Total Assets Over Time

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

$2,113,328$1,056,664$0200620142022YearValue
$1,848,946Latest year 2022

Participants Over Time

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

28140200620142022YearValue
13Latest year 2022

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
202310$0$0-
Schulz Orthodontics 401(K) Plan-0$0$0-
2022113$1,848,946$146,637$11,280iApproximate average salary by contribution assumption: employee only about $281,994 at 4% or $187,996 at 6%; with 50% employer match about $187,996 at 4% or $125,331 at 6%; with 100% employer match about $140,997 at 4% or $93,998 at 6%.
Schulz Orthodontics 401(K) Plan-13$1,848,946$146,637$11,280iApproximate average salary by contribution assumption: employee only about $281,994 at 4% or $187,996 at 6%; with 50% employer match about $187,996 at 4% or $125,331 at 6%; with 100% employer match about $140,997 at 4% or $93,998 at 6%.
2021112$2,113,328$116,969$9,747iApproximate average salary by contribution assumption: employee only about $243,685 at 4% or $162,457 at 6%; with 50% employer match about $162,457 at 4% or $108,305 at 6%; with 100% employer match about $121,843 at 4% or $81,228 at 6%.
Schulz Orthodontics 401(K) Plan-12$2,113,328$116,969$9,747iApproximate average salary by contribution assumption: employee only about $243,685 at 4% or $162,457 at 6%; with 50% employer match about $162,457 at 4% or $108,305 at 6%; with 100% employer match about $121,843 at 4% or $81,228 at 6%.
2020113$1,799,691$145,592$11,199iApproximate average salary by contribution assumption: employee only about $279,985 at 4% or $186,656 at 6%; with 50% employer match about $186,656 at 4% or $124,438 at 6%; with 100% employer match about $139,992 at 4% or $93,328 at 6%.
Schulz Orthodontics 401(K) Plan-13$1,799,691$145,592$11,199iApproximate average salary by contribution assumption: employee only about $279,985 at 4% or $186,656 at 6%; with 50% employer match about $186,656 at 4% or $124,438 at 6%; with 100% employer match about $139,992 at 4% or $93,328 at 6%.
2019113$1,377,134$119,328$9,179iApproximate average salary by contribution assumption: employee only about $229,477 at 4% or $152,985 at 6%; with 50% employer match about $152,985 at 4% or $101,990 at 6%; with 100% employer match about $114,738 at 4% or $76,492 at 6%.
Schulz Orthodontics 401(K) Plan-13$1,377,134$119,328$9,179iApproximate average salary by contribution assumption: employee only about $229,477 at 4% or $152,985 at 6%; with 50% employer match about $152,985 at 4% or $101,990 at 6%; with 100% employer match about $114,738 at 4% or $76,492 at 6%.
2018113$1,026,471$111,860$8,605iApproximate average salary by contribution assumption: employee only about $215,115 at 4% or $143,410 at 6%; with 50% employer match about $143,410 at 4% or $95,607 at 6%; with 100% employer match about $107,558 at 4% or $71,705 at 6%.
Schulz Orthodontics 401(K) Plan-13$1,026,471$111,860$8,605iApproximate average salary by contribution assumption: employee only about $215,115 at 4% or $143,410 at 6%; with 50% employer match about $143,410 at 4% or $95,607 at 6%; with 100% employer match about $107,558 at 4% or $71,705 at 6%.
2017128$1,004,592$108,788$3,885iApproximate average salary by contribution assumption: employee only about $97,132 at 4% or $64,755 at 6%; with 50% employer match about $64,755 at 4% or $43,170 at 6%; with 100% employer match about $48,566 at 4% or $32,377 at 6%.
Schulz Orthodontics 401(K) Plan-28$1,004,592$108,788$3,885iApproximate average salary by contribution assumption: employee only about $97,132 at 4% or $64,755 at 6%; with 50% employer match about $64,755 at 4% or $43,170 at 6%; with 100% employer match about $48,566 at 4% or $32,377 at 6%.
2016112$760,089$106,968$8,914iApproximate average salary by contribution assumption: employee only about $222,850 at 4% or $148,567 at 6%; with 50% employer match about $148,567 at 4% or $99,044 at 6%; with 100% employer match about $111,425 at 4% or $74,283 at 6%.
Schulz Orthodontics 401(K) Plan-12$760,089$106,968$8,914iApproximate average salary by contribution assumption: employee only about $222,850 at 4% or $148,567 at 6%; with 50% employer match about $148,567 at 4% or $99,044 at 6%; with 100% employer match about $111,425 at 4% or $74,283 at 6%.
2015112$596,391$123,964$10,330iApproximate average salary by contribution assumption: employee only about $258,258 at 4% or $172,172 at 6%; with 50% employer match about $172,172 at 4% or $114,781 at 6%; with 100% employer match about $129,129 at 4% or $86,086 at 6%.
Schulz Orthodontics 401(K) Plan-12$596,391$123,964$10,330iApproximate average salary by contribution assumption: employee only about $258,258 at 4% or $172,172 at 6%; with 50% employer match about $172,172 at 4% or $114,781 at 6%; with 100% employer match about $129,129 at 4% or $86,086 at 6%.
2014112$496,473$52,823$4,402iApproximate average salary by contribution assumption: employee only about $110,048 at 4% or $73,365 at 6%; with 50% employer match about $73,365 at 4% or $48,910 at 6%; with 100% employer match about $55,024 at 4% or $36,683 at 6%.
Schulz Orthodontics 401(K) Plan-12$496,473$52,823$4,402iApproximate average salary by contribution assumption: employee only about $110,048 at 4% or $73,365 at 6%; with 50% employer match about $73,365 at 4% or $48,910 at 6%; with 100% employer match about $55,024 at 4% or $36,683 at 6%.
201315$432,212$50,860$10,172iApproximate average salary by contribution assumption: employee only about $254,300 at 4% or $169,533 at 6%; with 50% employer match about $169,533 at 4% or $113,022 at 6%; with 100% employer match about $127,150 at 4% or $84,767 at 6%.
Schulz Orthodontics 401(K) Plan-5$432,212$50,860$10,172iApproximate average salary by contribution assumption: employee only about $254,300 at 4% or $169,533 at 6%; with 50% employer match about $169,533 at 4% or $113,022 at 6%; with 100% employer match about $127,150 at 4% or $84,767 at 6%.
201216$315,650$30,364$5,061iApproximate average salary by contribution assumption: employee only about $126,517 at 4% or $84,344 at 6%; with 50% employer match about $84,344 at 4% or $56,230 at 6%; with 100% employer match about $63,258 at 4% or $42,172 at 6%.
Schulz Orthodontics 401(K) Plan-6$315,650$30,364$5,061iApproximate average salary by contribution assumption: employee only about $126,517 at 4% or $84,344 at 6%; with 50% employer match about $84,344 at 4% or $56,230 at 6%; with 100% employer match about $63,258 at 4% or $42,172 at 6%.
201116$251,847$38,346$6,391iApproximate average salary by contribution assumption: employee only about $159,775 at 4% or $106,517 at 6%; with 50% employer match about $106,517 at 4% or $71,011 at 6%; with 100% employer match about $79,888 at 4% or $53,258 at 6%.
Schulz Orthodontics 401(K) Plan-6$251,847$38,346$6,391iApproximate average salary by contribution assumption: employee only about $159,775 at 4% or $106,517 at 6%; with 50% employer match about $106,517 at 4% or $71,011 at 6%; with 100% employer match about $79,888 at 4% or $53,258 at 6%.
201015$228,386$49,919$9,984iApproximate average salary by contribution assumption: employee only about $249,595 at 4% or $166,397 at 6%; with 50% employer match about $166,397 at 4% or $110,931 at 6%; with 100% employer match about $124,797 at 4% or $83,198 at 6%.
Schulz Orthodontics 401(K) Plan-5$228,386$49,919$9,984iApproximate average salary by contribution assumption: employee only about $249,595 at 4% or $166,397 at 6%; with 50% employer match about $166,397 at 4% or $110,931 at 6%; with 100% employer match about $124,797 at 4% or $83,198 at 6%.
200914$159,022$48,051$12,013iApproximate average salary by contribution assumption: employee only about $300,319 at 4% or $200,213 at 6%; with 50% employer match about $200,213 at 4% or $133,475 at 6%; with 100% employer match about $150,159 at 4% or $100,106 at 6%.
Schulz Orthodontics 401(K) Plan-4$159,022$48,051$12,013iApproximate average salary by contribution assumption: employee only about $300,319 at 4% or $200,213 at 6%; with 50% employer match about $200,213 at 4% or $133,475 at 6%; with 100% employer match about $150,159 at 4% or $100,106 at 6%.
200815$76,542$45,900$9,180iApproximate average salary by contribution assumption: employee only about $229,500 at 4% or $153,000 at 6%; with 50% employer match about $153,000 at 4% or $102,000 at 6%; with 100% employer match about $114,750 at 4% or $76,500 at 6%.
Schulz Orthodontics 401(K) Plan-5$76,542$45,900$9,180iApproximate average salary by contribution assumption: employee only about $229,500 at 4% or $153,000 at 6%; with 50% employer match about $153,000 at 4% or $102,000 at 6%; with 100% employer match about $114,750 at 4% or $76,500 at 6%.
200714$65,599$20,100$5,025iApproximate average salary by contribution assumption: employee only about $125,625 at 4% or $83,750 at 6%; with 50% employer match about $83,750 at 4% or $55,833 at 6%; with 100% employer match about $62,813 at 4% or $41,875 at 6%.
Schulz Orthodontics 401(K) Plan-4$65,599$20,100$5,025iApproximate average salary by contribution assumption: employee only about $125,625 at 4% or $83,750 at 6%; with 50% employer match about $83,750 at 4% or $55,833 at 6%; with 100% employer match about $62,813 at 4% or $41,875 at 6%.
200614$43,031$40,362$10,091iApproximate average salary by contribution assumption: employee only about $252,263 at 4% or $168,175 at 6%; with 50% employer match about $168,175 at 4% or $112,117 at 6%; with 100% employer match about $126,131 at 4% or $84,088 at 6%.
Schulz Orthodontics 401(K) Plan-4$43,031$40,362$10,091iApproximate average salary by contribution assumption: employee only about $252,263 at 4% or $168,175 at 6%; with 50% employer match about $168,175 at 4% or $112,117 at 6%; with 100% employer match about $126,131 at 4% or $84,088 at 6%.