Civic Intelligence

Foote Orthodontics

Plan context: Foote Orthodontics Retirement Trust

EIN 80-0176786 • Bryn Mawr, PA • 17 filings • 3 plans

101 S. Bryn Mawr Ave.Suite 320Bryn Mawr, PA 19010
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,730,510

2024 Contributions

$211,445

Historical Graphs

Total Assets Over Time

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

$1,730,510$865,255$0201220182024YearValue
$1,730,510Latest year 2024

Participants Over Time

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

1160201220182024YearValue
11Latest 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
2024211$1,730,510$211,445$19,222iApproximate average salary by contribution assumption: employee only about $480,557 at 4% or $320,371 at 6%; with 50% employer match about $320,371 at 4% or $213,581 at 6%; with 100% employer match about $240,278 at 4% or $160,186 at 6%.
Foote Orthodontics Retirement Trust-11$1,233,757$112,401$10,218iApproximate average salary by contribution assumption: employee only about $255,457 at 4% or $170,305 at 6%; with 50% employer match about $170,305 at 4% or $113,536 at 6%; with 100% employer match about $127,728 at 4% or $85,152 at 6%.
FOOTE ORTHODONTICS CASH BALANCE PLAN-10$496,753$99,044$9,904iApproximate average salary by contribution assumption: employee only about $247,610 at 4% or $165,073 at 6%; with 50% employer match about $165,073 at 4% or $110,049 at 6%; with 100% employer match about $123,805 at 4% or $82,537 at 6%.
2023211$1,338,066$215,807$19,619iApproximate average salary by contribution assumption: employee only about $490,470 at 4% or $326,980 at 6%; with 50% employer match about $326,980 at 4% or $217,987 at 6%; with 100% employer match about $245,235 at 4% or $163,490 at 6%.
Foote Orthodontics Retirement Trust-11$975,102$112,256$10,205iApproximate average salary by contribution assumption: employee only about $255,127 at 4% or $170,085 at 6%; with 50% employer match about $170,085 at 4% or $113,390 at 6%; with 100% employer match about $127,564 at 4% or $85,042 at 6%.
FOOTE ORTHODONTICS CASH BALANCE PLAN-9$362,964$103,551$11,506iApproximate average salary by contribution assumption: employee only about $287,642 at 4% or $191,761 at 6%; with 50% employer match about $191,761 at 4% or $127,841 at 6%; with 100% employer match about $143,821 at 4% or $95,881 at 6%.
2022210$942,804$261,353$26,135iApproximate average salary by contribution assumption: employee only about $653,383 at 4% or $435,588 at 6%; with 50% employer match about $435,588 at 4% or $290,392 at 6%; with 100% employer match about $326,691 at 4% or $217,794 at 6%.
Foote Orthodontics Retirement Trust-10$716,385$141,353$14,135iApproximate average salary by contribution assumption: employee only about $353,383 at 4% or $235,588 at 6%; with 50% employer match about $235,588 at 4% or $157,059 at 6%; with 100% employer match about $176,691 at 4% or $117,794 at 6%.
FOOTE ORTHODONTICS CASH BALANCE PLAN-8$226,419$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2021210$814,040$229,165$22,917iApproximate average salary by contribution assumption: employee only about $572,913 at 4% or $381,942 at 6%; with 50% employer match about $381,942 at 4% or $254,628 at 6%; with 100% employer match about $286,456 at 4% or $190,971 at 6%.
Foote Orthodontics Retirement Trust-10$698,928$114,053$11,405iApproximate average salary by contribution assumption: employee only about $285,133 at 4% or $190,088 at 6%; with 50% employer match about $190,088 at 4% or $126,726 at 6%; with 100% employer match about $142,566 at 4% or $95,044 at 6%.
FOOTE ORTHODONTICS CASH BALANCE PLAN-8$115,112$115,112$14,389iApproximate average salary by contribution assumption: employee only about $359,725 at 4% or $239,817 at 6%; with 50% employer match about $239,817 at 4% or $159,878 at 6%; with 100% employer match about $179,863 at 4% or $119,908 at 6%.
2020110$531,338$54,541$5,454iApproximate average salary by contribution assumption: employee only about $136,353 at 4% or $90,902 at 6%; with 50% employer match about $90,902 at 4% or $60,601 at 6%; with 100% employer match about $68,176 at 4% or $45,451 at 6%.
Foote Orthodontics Retirement Trust-10$531,338$54,541$5,454iApproximate average salary by contribution assumption: employee only about $136,353 at 4% or $90,902 at 6%; with 50% employer match about $90,902 at 4% or $60,601 at 6%; with 100% employer match about $68,176 at 4% or $45,451 at 6%.
2019111$450,620$65,742$5,977iApproximate average salary by contribution assumption: employee only about $149,414 at 4% or $99,609 at 6%; with 50% employer match about $99,609 at 4% or $66,406 at 6%; with 100% employer match about $74,707 at 4% or $49,805 at 6%.
Foote Orthodontics Retirement Trust-11$450,620$65,742$5,977iApproximate average salary by contribution assumption: employee only about $149,414 at 4% or $99,609 at 6%; with 50% employer match about $99,609 at 4% or $66,406 at 6%; with 100% employer match about $74,707 at 4% or $49,805 at 6%.
2018111$320,589$64,787$5,890iApproximate average salary by contribution assumption: employee only about $147,243 at 4% or $98,162 at 6%; with 50% employer match about $98,162 at 4% or $65,441 at 6%; with 100% employer match about $73,622 at 4% or $49,081 at 6%.
Foote Orthodontics Retirement Trust-11$320,589$64,787$5,890iApproximate average salary by contribution assumption: employee only about $147,243 at 4% or $98,162 at 6%; with 50% employer match about $98,162 at 4% or $65,441 at 6%; with 100% employer match about $73,622 at 4% or $49,081 at 6%.
2017111$287,384$60,980$5,544iApproximate average salary by contribution assumption: employee only about $138,591 at 4% or $92,394 at 6%; with 50% employer match about $92,394 at 4% or $61,596 at 6%; with 100% employer match about $69,295 at 4% or $46,197 at 6%.
Foote Orthodontics Retirement Trust-11$287,384$60,980$5,544iApproximate average salary by contribution assumption: employee only about $138,591 at 4% or $92,394 at 6%; with 50% employer match about $92,394 at 4% or $61,596 at 6%; with 100% employer match about $69,295 at 4% or $46,197 at 6%.
201617$190,241$49,101$7,014iApproximate average salary by contribution assumption: employee only about $175,361 at 4% or $116,907 at 6%; with 50% employer match about $116,907 at 4% or $77,938 at 6%; with 100% employer match about $87,680 at 4% or $58,454 at 6%.
Foote Orthodontics Retirement Trust-7$190,241$49,101$7,014iApproximate average salary by contribution assumption: employee only about $175,361 at 4% or $116,907 at 6%; with 50% employer match about $116,907 at 4% or $77,938 at 6%; with 100% employer match about $87,680 at 4% or $58,454 at 6%.
201515$130,076$38,441$7,688iApproximate average salary by contribution assumption: employee only about $192,205 at 4% or $128,137 at 6%; with 50% employer match about $128,137 at 4% or $85,424 at 6%; with 100% employer match about $96,103 at 4% or $64,068 at 6%.
Foote Orthodontics Retirement Trust-5$130,076$38,441$7,688iApproximate average salary by contribution assumption: employee only about $192,205 at 4% or $128,137 at 6%; with 50% employer match about $128,137 at 4% or $85,424 at 6%; with 100% employer match about $96,103 at 4% or $64,068 at 6%.
201415$92,731$28,148$5,630iApproximate average salary by contribution assumption: employee only about $140,740 at 4% or $93,827 at 6%; with 50% employer match about $93,827 at 4% or $62,551 at 6%; with 100% employer match about $70,370 at 4% or $46,913 at 6%.
Foote Orthodontics Retirement Trust-5$92,731$28,148$5,630iApproximate average salary by contribution assumption: employee only about $140,740 at 4% or $93,827 at 6%; with 50% employer match about $93,827 at 4% or $62,551 at 6%; with 100% employer match about $70,370 at 4% or $46,913 at 6%.
201313$55,726$28,176$9,392iApproximate average salary by contribution assumption: employee only about $234,800 at 4% or $156,533 at 6%; with 50% employer match about $156,533 at 4% or $104,356 at 6%; with 100% employer match about $117,400 at 4% or $78,267 at 6%.
Foote Orthodontics Retirement Trust-3$55,726$28,176$9,392iApproximate average salary by contribution assumption: employee only about $234,800 at 4% or $156,533 at 6%; with 50% employer match about $156,533 at 4% or $104,356 at 6%; with 100% employer match about $117,400 at 4% or $78,267 at 6%.
201213$21,873$22,375$7,458iApproximate average salary by contribution assumption: employee only about $186,458 at 4% or $124,306 at 6%; with 50% employer match about $124,306 at 4% or $82,870 at 6%; with 100% employer match about $93,229 at 4% or $62,153 at 6%.
Foote Orthodontics Retirement Trust-3$21,873$22,375$7,458iApproximate average salary by contribution assumption: employee only about $186,458 at 4% or $124,306 at 6%; with 50% employer match about $124,306 at 4% or $82,870 at 6%; with 100% employer match about $93,229 at 4% or $62,153 at 6%.