Civic Intelligence

Neal Patel, DMD PLLC DBA Orthodontic Associates

Plan context: Orthodontic Associates 401(K) Plan

EIN 81-1383332 • Shelby, NC • 7 filings • 2 plans

1610 E. Marion Street Suite 200Shelby, NC 28150
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$431,994

2024 Contributions

$63,370

Historical Graphs

Total Assets Over Time

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

$431,994$215,997$0201820212024YearValue
$431,994Latest year 2024

Participants Over Time

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

630201820212024YearValue
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
202416$431,994$63,370$10,562iApproximate average salary by contribution assumption: employee only about $264,042 at 4% or $176,028 at 6%; with 50% employer match about $176,028 at 4% or $117,352 at 6%; with 100% employer match about $132,021 at 4% or $88,014 at 6%.
Orthodontic Associates 401(K) Plan-6$431,994$63,370$10,562iApproximate average salary by contribution assumption: employee only about $264,042 at 4% or $176,028 at 6%; with 50% employer match about $176,028 at 4% or $117,352 at 6%; with 100% employer match about $132,021 at 4% or $88,014 at 6%.
202314$283,595$51,764$12,941iApproximate average salary by contribution assumption: employee only about $323,525 at 4% or $215,683 at 6%; with 50% employer match about $215,683 at 4% or $143,789 at 6%; with 100% employer match about $161,763 at 4% or $107,842 at 6%.
Orthodontic Associates 401(K) Plan-4$283,595$51,764$12,941iApproximate average salary by contribution assumption: employee only about $323,525 at 4% or $215,683 at 6%; with 50% employer match about $215,683 at 4% or $143,789 at 6%; with 100% employer match about $161,763 at 4% or $107,842 at 6%.
202214$176,468$49,192$12,298iApproximate average salary by contribution assumption: employee only about $307,450 at 4% or $204,967 at 6%; with 50% employer match about $204,967 at 4% or $136,644 at 6%; with 100% employer match about $153,725 at 4% or $102,483 at 6%.
Orthodontic Associates 401(K) Plan-4$176,468$49,192$12,298iApproximate average salary by contribution assumption: employee only about $307,450 at 4% or $204,967 at 6%; with 50% employer match about $204,967 at 4% or $136,644 at 6%; with 100% employer match about $153,725 at 4% or $102,483 at 6%.
202114$179,924$47,538$11,885iApproximate average salary by contribution assumption: employee only about $297,113 at 4% or $198,075 at 6%; with 50% employer match about $198,075 at 4% or $132,050 at 6%; with 100% employer match about $148,556 at 4% or $99,038 at 6%.
Orthodontic Associates 401(K) Plan-4$179,924$47,538$11,885iApproximate average salary by contribution assumption: employee only about $297,113 at 4% or $198,075 at 6%; with 50% employer match about $198,075 at 4% or $132,050 at 6%; with 100% employer match about $148,556 at 4% or $99,038 at 6%.
202014$100,199$3,541$885iApproximate average salary by contribution assumption: employee only about $22,131 at 4% or $14,754 at 6%; with 50% employer match about $14,754 at 4% or $9,836 at 6%; with 100% employer match about $11,066 at 4% or $7,377 at 6%.
Orthodontic Associates 401(K) Plan-4$100,199$3,541$885iApproximate average salary by contribution assumption: employee only about $22,131 at 4% or $14,754 at 6%; with 50% employer match about $14,754 at 4% or $9,836 at 6%; with 100% employer match about $11,066 at 4% or $7,377 at 6%.
201914$61,459$31,888$7,972iApproximate average salary by contribution assumption: employee only about $199,300 at 4% or $132,867 at 6%; with 50% employer match about $132,867 at 4% or $88,578 at 6%; with 100% employer match about $99,650 at 4% or $66,433 at 6%.
Orthodontic Associates 401(K) Plan-4$61,459$31,888$7,972iApproximate average salary by contribution assumption: employee only about $199,300 at 4% or $132,867 at 6%; with 50% employer match about $132,867 at 4% or $88,578 at 6%; with 100% employer match about $99,650 at 4% or $66,433 at 6%.
201814$20,989$21,967$5,492iApproximate average salary by contribution assumption: employee only about $137,294 at 4% or $91,529 at 6%; with 50% employer match about $91,529 at 4% or $61,019 at 6%; with 100% employer match about $68,647 at 4% or $45,765 at 6%.
Orthodontic Associates 401(K) Plan-4$20,989$21,967$5,492iApproximate average salary by contribution assumption: employee only about $137,294 at 4% or $91,529 at 6%; with 50% employer match about $91,529 at 4% or $61,019 at 6%; with 100% employer match about $68,647 at 4% or $45,765 at 6%.