Civic Intelligence

Southern Orthodontic Partners

Plan context: Southern Orthodontic Partners 401(K) Plan

EIN 84-1833465 • Nashville, TN • 9 filings • 2 plans

2525 West End Avenue, Suite 925Nashville, TN 37203
Current Snapshot

Latest Year

2024

2024 Participants

925

2024 Assets

$30,104,715

2024 Contributions

$7,197,977

Historical Graphs

Total Assets Over Time

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

$30,104,715$15,052,358$0202020222024YearValue
$30,104,715Latest year 2024

Participants Over Time

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

9254630202020222024YearValue
925Latest 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
20242925$30,104,715$7,197,977$7,782iApproximate average salary by contribution assumption: employee only about $194,540 at 4% or $129,693 at 6%; with 50% employer match about $129,693 at 4% or $86,462 at 6%; with 100% employer match about $97,270 at 4% or $64,847 at 6%.
Southern Orthodontic Partners 401(K) Plan-925$30,104,715$7,197,977$7,782iApproximate average salary by contribution assumption: employee only about $194,540 at 4% or $129,693 at 6%; with 50% employer match about $129,693 at 4% or $86,462 at 6%; with 100% employer match about $97,270 at 4% or $64,847 at 6%.
Southern Orthodontic Partners Erisa Healthcare Plan-795---
20232795$20,672,710$6,538,582$8,225iApproximate average salary by contribution assumption: employee only about $205,616 at 4% or $137,077 at 6%; with 50% employer match about $137,077 at 4% or $91,385 at 6%; with 100% employer match about $102,808 at 4% or $68,539 at 6%.
Southern Orthodontic Partners 401(K) Plan-756$20,672,710$6,538,582$8,649iApproximate average salary by contribution assumption: employee only about $216,223 at 4% or $144,149 at 6%; with 50% employer match about $144,149 at 4% or $96,099 at 6%; with 100% employer match about $108,111 at 4% or $72,074 at 6%.
Southern Orthodontic Partners Erisa Healthcare Plan-795---
20222646$11,962,712$8,267,652$12,798iApproximate average salary by contribution assumption: employee only about $319,956 at 4% or $213,304 at 6%; with 50% employer match about $213,304 at 4% or $142,202 at 6%; with 100% employer match about $159,978 at 4% or $106,652 at 6%.
Southern Orthodontic Partners 401(K) Plan-573$11,962,712$8,267,652$14,429iApproximate average salary by contribution assumption: employee only about $360,718 at 4% or $240,479 at 6%; with 50% employer match about $240,479 at 4% or $160,319 at 6%; with 100% employer match about $180,359 at 4% or $120,239 at 6%.
Southern Orthodontic Partners Erisa Healthcare Plan-646---
20212284$5,033,695$1,622,885$5,714iApproximate average salary by contribution assumption: employee only about $142,860 at 4% or $95,240 at 6%; with 50% employer match about $95,240 at 4% or $63,493 at 6%; with 100% employer match about $71,430 at 4% or $47,620 at 6%.
Southern Orthodontic Partners 401(K) Plan-179$5,033,695$1,622,885$9,066iApproximate average salary by contribution assumption: employee only about $226,660 at 4% or $151,107 at 6%; with 50% employer match about $151,107 at 4% or $100,738 at 6%; with 100% employer match about $113,330 at 4% or $75,553 at 6%.
Southern Orthodontic Partners Erisa Healthcare Plan-284---
2020145$3,061,051$2,676,168$59,470iApproximate average salary by contribution assumption: employee only about $1,486,760 at 4% or $991,173 at 6%; with 50% employer match about $991,173 at 4% or $660,782 at 6%; with 100% employer match about $743,380 at 4% or $495,587 at 6%.
Southern Orthodontic Partners 401(K) Plan-45$3,061,051$2,676,168$59,470iApproximate average salary by contribution assumption: employee only about $1,486,760 at 4% or $991,173 at 6%; with 50% employer match about $991,173 at 4% or $660,782 at 6%; with 100% employer match about $743,380 at 4% or $495,587 at 6%.