Civic Intelligence

SMITH & DAVIS ORTHODONTICS, PLLC

Plan context: SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST

EIN 83-2657625 • Rogers, AR • 7 filings • 1 plans

604 S 52nd St.Rogers, AR 72758
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$2,885,513

2025 Contributions

$125,281

Historical Graphs

Total Assets Over Time

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

$2,885,513$1,442,757$0201920222025YearValue
$2,885,513Latest year 2025

Participants Over Time

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

22110201920222025YearValue
22Latest year 2025

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
2025122$2,885,513$125,281$5,695iApproximate average salary by contribution assumption: employee only about $142,365 at 4% or $94,910 at 6%; with 50% employer match about $94,910 at 4% or $63,273 at 6%; with 100% employer match about $71,182 at 4% or $47,455 at 6%.
SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST-22$2,885,513$125,281$5,695iApproximate average salary by contribution assumption: employee only about $142,365 at 4% or $94,910 at 6%; with 50% employer match about $94,910 at 4% or $63,273 at 6%; with 100% employer match about $71,182 at 4% or $47,455 at 6%.
2024122$2,523,917$117,969$5,362iApproximate average salary by contribution assumption: employee only about $134,056 at 4% or $89,370 at 6%; with 50% employer match about $89,370 at 4% or $59,580 at 6%; with 100% employer match about $67,028 at 4% or $44,685 at 6%.
SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST-22$2,523,917$117,969$5,362iApproximate average salary by contribution assumption: employee only about $134,056 at 4% or $89,370 at 6%; with 50% employer match about $89,370 at 4% or $59,580 at 6%; with 100% employer match about $67,028 at 4% or $44,685 at 6%.
2023120$2,233,418$114,520$5,726iApproximate average salary by contribution assumption: employee only about $143,150 at 4% or $95,433 at 6%; with 50% employer match about $95,433 at 4% or $63,622 at 6%; with 100% employer match about $71,575 at 4% or $47,717 at 6%.
SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST-20$2,233,418$114,520$5,726iApproximate average salary by contribution assumption: employee only about $143,150 at 4% or $95,433 at 6%; with 50% employer match about $95,433 at 4% or $63,622 at 6%; with 100% employer match about $71,575 at 4% or $47,717 at 6%.
2022117$1,834,729$180,062$10,592iApproximate average salary by contribution assumption: employee only about $264,797 at 4% or $176,531 at 6%; with 50% employer match about $176,531 at 4% or $117,688 at 6%; with 100% employer match about $132,399 at 4% or $88,266 at 6%.
SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST-17$1,834,729$180,062$10,592iApproximate average salary by contribution assumption: employee only about $264,797 at 4% or $176,531 at 6%; with 50% employer match about $176,531 at 4% or $117,688 at 6%; with 100% employer match about $132,399 at 4% or $88,266 at 6%.
2021116$1,976,217$165,530$10,346iApproximate average salary by contribution assumption: employee only about $258,641 at 4% or $172,427 at 6%; with 50% employer match about $172,427 at 4% or $114,951 at 6%; with 100% employer match about $129,320 at 4% or $86,214 at 6%.
SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST-16$1,976,217$165,530$10,346iApproximate average salary by contribution assumption: employee only about $258,641 at 4% or $172,427 at 6%; with 50% employer match about $172,427 at 4% or $114,951 at 6%; with 100% employer match about $129,320 at 4% or $86,214 at 6%.
2020113$1,616,999$156,711$12,055iApproximate average salary by contribution assumption: employee only about $301,367 at 4% or $200,912 at 6%; with 50% employer match about $200,912 at 4% or $133,941 at 6%; with 100% employer match about $150,684 at 4% or $100,456 at 6%.
SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST-13$1,616,999$156,711$12,055iApproximate average salary by contribution assumption: employee only about $301,367 at 4% or $200,912 at 6%; with 50% employer match about $200,912 at 4% or $133,941 at 6%; with 100% employer match about $150,684 at 4% or $100,456 at 6%.
2019115$1,300,991$165,707$11,047iApproximate average salary by contribution assumption: employee only about $276,178 at 4% or $184,119 at 6%; with 50% employer match about $184,119 at 4% or $122,746 at 6%; with 100% employer match about $138,089 at 4% or $92,059 at 6%.
SMITH & DAVIS ORTHODONTICS RETIREMENT PLAN & TRUST-15$1,300,991$165,707$11,047iApproximate average salary by contribution assumption: employee only about $276,178 at 4% or $184,119 at 6%; with 50% employer match about $184,119 at 4% or $122,746 at 6%; with 100% employer match about $138,089 at 4% or $92,059 at 6%.