SR ORTHODONTIC SERVICES, PLLC
Plan context: SR ORTHODONTIC SERVICES 401(K) PLAN
EIN 83-1727345 • Sugar Land, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$532,394
2025 Contributions
$68,357
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $532,394 | $68,357 | $6,214iApproximate average salary by contribution assumption: employee only about $155,357 at 4% or $103,571 at 6%; with 50% employer match about $103,571 at 4% or $69,047 at 6%; with 100% employer match about $77,678 at 4% or $51,786 at 6%. |
| SR ORTHODONTIC SERVICES 401(K) PLAN | - | 11 | $532,394 | $68,357 | $6,214iApproximate average salary by contribution assumption: employee only about $155,357 at 4% or $103,571 at 6%; with 50% employer match about $103,571 at 4% or $69,047 at 6%; with 100% employer match about $77,678 at 4% or $51,786 at 6%. |
| 2024 | 1 | 11 | $389,312 | $68,312 | $6,210iApproximate average salary by contribution assumption: employee only about $155,255 at 4% or $103,503 at 6%; with 50% employer match about $103,503 at 4% or $69,002 at 6%; with 100% employer match about $77,627 at 4% or $51,752 at 6%. |
| SR ORTHODONTIC SERVICES 401(K) PLAN | - | 11 | $389,312 | $68,312 | $6,210iApproximate average salary by contribution assumption: employee only about $155,255 at 4% or $103,503 at 6%; with 50% employer match about $103,503 at 4% or $69,002 at 6%; with 100% employer match about $77,627 at 4% or $51,752 at 6%. |
| 2023 | 1 | 10 | $288,915 | $73,176 | $7,318iApproximate average salary by contribution assumption: employee only about $182,940 at 4% or $121,960 at 6%; with 50% employer match about $121,960 at 4% or $81,307 at 6%; with 100% employer match about $91,470 at 4% or $60,980 at 6%. |
| SR ORTHODONTIC SERVICES 401(K) PLAN | - | 10 | $288,915 | $73,176 | $7,318iApproximate average salary by contribution assumption: employee only about $182,940 at 4% or $121,960 at 6%; with 50% employer match about $121,960 at 4% or $81,307 at 6%; with 100% employer match about $91,470 at 4% or $60,980 at 6%. |
| 2022 | 1 | 7 | $186,688 | $193,120 | $27,589iApproximate average salary by contribution assumption: employee only about $689,714 at 4% or $459,810 at 6%; with 50% employer match about $459,810 at 4% or $306,540 at 6%; with 100% employer match about $344,857 at 4% or $229,905 at 6%. |
| SR ORTHODONTIC SERVICES 401(K) PLAN | - | 7 | $186,688 | $193,120 | $27,589iApproximate average salary by contribution assumption: employee only about $689,714 at 4% or $459,810 at 6%; with 50% employer match about $459,810 at 4% or $306,540 at 6%; with 100% employer match about $344,857 at 4% or $229,905 at 6%. |