Civic Intelligence

Erik R. Curtis, D.D.S., M.S. PC.

Plan context: Curtis Orthodontics Retirement Plan & Trust

EIN 82-0537721 • Coeur D Alene, ID • 20 filings • 2 plans

215 W. Canfield AvenueCoeur D Alene, ID 83815
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$4,142,347

2024 Contributions

$417

Historical Graphs

Total Assets Over Time

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

$4,142,347$2,071,174$0201220182023YearValue
$4,142,347Latest year 2023

Participants Over Time

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

37190201220182023YearValue
35Latest year 2023

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
202420$0$417-
Curtis Orthodontics Retirement Plan & Trust-0$0$417-
CURTIS ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-0$0$0-
2023235$4,142,347$24,589$703iApproximate average salary by contribution assumption: employee only about $17,564 at 4% or $11,709 at 6%; with 50% employer match about $11,709 at 4% or $7,806 at 6%; with 100% employer match about $8,782 at 4% or $5,855 at 6%.
Curtis Orthodontics Retirement Plan & Trust-35$3,092,123$24,589$703iApproximate average salary by contribution assumption: employee only about $17,564 at 4% or $11,709 at 6%; with 50% employer match about $11,709 at 4% or $7,806 at 6%; with 100% employer match about $8,782 at 4% or $5,855 at 6%.
CURTIS ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-29$1,050,224$0-
2022237$3,620,579$541,257$14,629iApproximate average salary by contribution assumption: employee only about $365,714 at 4% or $243,809 at 6%; with 50% employer match about $243,809 at 4% or $162,540 at 6%; with 100% employer match about $182,857 at 4% or $121,905 at 6%.
Curtis Orthodontics Retirement Plan & Trust-37$2,674,077$151,257$4,088iApproximate average salary by contribution assumption: employee only about $102,201 at 4% or $68,134 at 6%; with 50% employer match about $68,134 at 4% or $45,423 at 6%; with 100% employer match about $51,100 at 4% or $34,067 at 6%.
CURTIS ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-29$946,502$390,000$13,448iApproximate average salary by contribution assumption: employee only about $336,207 at 4% or $224,138 at 6%; with 50% employer match about $224,138 at 4% or $149,425 at 6%; with 100% employer match about $168,103 at 4% or $112,069 at 6%.
2021226$3,728,411$233,958$8,998iApproximate average salary by contribution assumption: employee only about $224,960 at 4% or $149,973 at 6%; with 50% employer match about $149,973 at 4% or $99,982 at 6%; with 100% employer match about $112,480 at 4% or $74,987 at 6%.
Curtis Orthodontics Retirement Plan & Trust-26$3,086,729$133,958$5,152iApproximate average salary by contribution assumption: employee only about $128,806 at 4% or $85,871 at 6%; with 50% employer match about $85,871 at 4% or $57,247 at 6%; with 100% employer match about $64,403 at 4% or $42,935 at 6%.
CURTIS ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-18$641,682$100,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
2020226$3,082,512$271,922$10,459iApproximate average salary by contribution assumption: employee only about $261,463 at 4% or $174,309 at 6%; with 50% employer match about $174,309 at 4% or $116,206 at 6%; with 100% employer match about $130,732 at 4% or $87,154 at 6%.
Curtis Orthodontics Retirement Plan & Trust-26$2,586,260$121,922$4,689iApproximate average salary by contribution assumption: employee only about $117,233 at 4% or $78,155 at 6%; with 50% employer match about $78,155 at 4% or $52,103 at 6%; with 100% employer match about $58,616 at 4% or $39,078 at 6%.
CURTIS ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-18$496,252$150,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2019225$2,422,188$260,687$10,427iApproximate average salary by contribution assumption: employee only about $260,687 at 4% or $173,791 at 6%; with 50% employer match about $173,791 at 4% or $115,861 at 6%; with 100% employer match about $130,343 at 4% or $86,896 at 6%.
Curtis Orthodontics Retirement Plan & Trust-25$2,123,077$110,349$4,414iApproximate average salary by contribution assumption: employee only about $110,349 at 4% or $73,566 at 6%; with 50% employer match about $73,566 at 4% or $49,044 at 6%; with 100% employer match about $55,175 at 4% or $36,783 at 6%.
CURTIS ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-16$299,111$150,338$9,396iApproximate average salary by contribution assumption: employee only about $234,903 at 4% or $156,602 at 6%; with 50% employer match about $156,602 at 4% or $104,401 at 6%; with 100% employer match about $117,452 at 4% or $78,301 at 6%.
2018221$1,836,704$254,452$12,117iApproximate average salary by contribution assumption: employee only about $302,919 at 4% or $201,946 at 6%; with 50% employer match about $201,946 at 4% or $134,631 at 6%; with 100% employer match about $151,460 at 4% or $100,973 at 6%.
Curtis Orthodontics Retirement Plan & Trust-21$1,696,679$114,427$5,449iApproximate average salary by contribution assumption: employee only about $136,223 at 4% or $90,815 at 6%; with 50% employer match about $90,815 at 4% or $60,543 at 6%; with 100% employer match about $68,111 at 4% or $45,408 at 6%.
CURTIS ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-16$140,025$140,025$8,752iApproximate average salary by contribution assumption: employee only about $218,789 at 4% or $145,859 at 6%; with 50% employer match about $145,859 at 4% or $97,240 at 6%; with 100% employer match about $109,395 at 4% or $72,930 at 6%.
2017118$1,713,059$99,004$5,500iApproximate average salary by contribution assumption: employee only about $137,506 at 4% or $91,670 at 6%; with 50% employer match about $91,670 at 4% or $61,114 at 6%; with 100% employer match about $68,753 at 4% or $45,835 at 6%.
Curtis Orthodontics Retirement Plan & Trust-18$1,713,059$99,004$5,500iApproximate average salary by contribution assumption: employee only about $137,506 at 4% or $91,670 at 6%; with 50% employer match about $91,670 at 4% or $61,114 at 6%; with 100% employer match about $68,753 at 4% or $45,835 at 6%.
2016115$1,416,954$187,279$12,485iApproximate average salary by contribution assumption: employee only about $312,132 at 4% or $208,088 at 6%; with 50% employer match about $208,088 at 4% or $138,725 at 6%; with 100% employer match about $156,066 at 4% or $104,044 at 6%.
Curtis Orthodontics Retirement Plan & Trust-15$1,416,954$187,279$12,485iApproximate average salary by contribution assumption: employee only about $312,132 at 4% or $208,088 at 6%; with 50% employer match about $208,088 at 4% or $138,725 at 6%; with 100% employer match about $156,066 at 4% or $104,044 at 6%.
2015115$1,153,148$92,789$6,186iApproximate average salary by contribution assumption: employee only about $154,648 at 4% or $103,099 at 6%; with 50% employer match about $103,099 at 4% or $68,733 at 6%; with 100% employer match about $77,324 at 4% or $51,549 at 6%.
Curtis Orthodontics Retirement Plan & Trust-15$1,153,148$92,789$6,186iApproximate average salary by contribution assumption: employee only about $154,648 at 4% or $103,099 at 6%; with 50% employer match about $103,099 at 4% or $68,733 at 6%; with 100% employer match about $77,324 at 4% or $51,549 at 6%.
2014113$1,102,396$89,264$6,866iApproximate average salary by contribution assumption: employee only about $171,662 at 4% or $114,441 at 6%; with 50% employer match about $114,441 at 4% or $76,294 at 6%; with 100% employer match about $85,831 at 4% or $57,221 at 6%.
Curtis Orthodontics Retirement Plan & Trust-13$1,102,396$89,264$6,866iApproximate average salary by contribution assumption: employee only about $171,662 at 4% or $114,441 at 6%; with 50% employer match about $114,441 at 4% or $76,294 at 6%; with 100% employer match about $85,831 at 4% or $57,221 at 6%.
2013112$1,007,991$782,026$65,169iApproximate average salary by contribution assumption: employee only about $1,629,221 at 4% or $1,086,147 at 6%; with 50% employer match about $1,086,147 at 4% or $724,098 at 6%; with 100% employer match about $814,610 at 4% or $543,074 at 6%.
Curtis Orthodontics Retirement Plan & Trust-12$1,007,991$782,026$65,169iApproximate average salary by contribution assumption: employee only about $1,629,221 at 4% or $1,086,147 at 6%; with 50% employer match about $1,086,147 at 4% or $724,098 at 6%; with 100% employer match about $814,610 at 4% or $543,074 at 6%.
201217$97,820$85,582$12,226iApproximate average salary by contribution assumption: employee only about $305,650 at 4% or $203,767 at 6%; with 50% employer match about $203,767 at 4% or $135,844 at 6%; with 100% employer match about $152,825 at 4% or $101,883 at 6%.
Curtis Orthodontics Retirement Plan & Trust-7$97,820$85,582$12,226iApproximate average salary by contribution assumption: employee only about $305,650 at 4% or $203,767 at 6%; with 50% employer match about $203,767 at 4% or $135,844 at 6%; with 100% employer match about $152,825 at 4% or $101,883 at 6%.