Civic Intelligence

JAUNA SOUZA-QUATRANO, DMD, PLLC

Plan context: SOUZA FAMILY ORTHODONTICS 401(K) PLAN

EIN 84-4300246 • North Dartmouth, MA • 6 filings • 1 plans

1403 Tucker RoadNorth Dartmouth, MA 02747
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$1,689,582

2025 Contributions

$147,388

Historical Graphs

Total Assets Over Time

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

$1,689,582$844,791$0202020232025YearValue
$1,689,582Latest year 2025

Participants Over Time

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

1790202020232025YearValue
16Latest 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
2025116$1,689,582$147,388$9,212iApproximate average salary by contribution assumption: employee only about $230,294 at 4% or $153,529 at 6%; with 50% employer match about $153,529 at 4% or $102,353 at 6%; with 100% employer match about $115,147 at 4% or $76,765 at 6%.
SOUZA FAMILY ORTHODONTICS 401(K) PLAN-16$1,689,582$147,388$9,212iApproximate average salary by contribution assumption: employee only about $230,294 at 4% or $153,529 at 6%; with 50% employer match about $153,529 at 4% or $102,353 at 6%; with 100% employer match about $115,147 at 4% or $76,765 at 6%.
2024117$1,378,345$151,216$8,895iApproximate average salary by contribution assumption: employee only about $222,376 at 4% or $148,251 at 6%; with 50% employer match about $148,251 at 4% or $98,834 at 6%; with 100% employer match about $111,188 at 4% or $74,125 at 6%.
SOUZA FAMILY ORTHODONTICS 401(K) PLAN-17$1,378,345$151,216$8,895iApproximate average salary by contribution assumption: employee only about $222,376 at 4% or $148,251 at 6%; with 50% employer match about $148,251 at 4% or $98,834 at 6%; with 100% employer match about $111,188 at 4% or $74,125 at 6%.
2023115$1,098,297$123,163$8,211iApproximate average salary by contribution assumption: employee only about $205,272 at 4% or $136,848 at 6%; with 50% employer match about $136,848 at 4% or $91,232 at 6%; with 100% employer match about $102,636 at 4% or $68,424 at 6%.
SOUZA FAMILY ORTHODONTICS 401(K) PLAN-15$1,098,297$123,163$8,211iApproximate average salary by contribution assumption: employee only about $205,272 at 4% or $136,848 at 6%; with 50% employer match about $136,848 at 4% or $91,232 at 6%; with 100% employer match about $102,636 at 4% or $68,424 at 6%.
2022115$834,407$116,046$7,736iApproximate average salary by contribution assumption: employee only about $193,410 at 4% or $128,940 at 6%; with 50% employer match about $128,940 at 4% or $85,960 at 6%; with 100% employer match about $96,705 at 4% or $64,470 at 6%.
SOUZA FAMILY ORTHODONTICS 401(K) PLAN-15$834,407$116,046$7,736iApproximate average salary by contribution assumption: employee only about $193,410 at 4% or $128,940 at 6%; with 50% employer match about $128,940 at 4% or $85,960 at 6%; with 100% employer match about $96,705 at 4% or $64,470 at 6%.
2021115$911,174$108,179$7,212iApproximate average salary by contribution assumption: employee only about $180,298 at 4% or $120,199 at 6%; with 50% employer match about $120,199 at 4% or $80,133 at 6%; with 100% employer match about $90,149 at 4% or $60,099 at 6%.
SOUZA FAMILY ORTHODONTICS 401(K) PLAN-15$911,174$108,179$7,212iApproximate average salary by contribution assumption: employee only about $180,298 at 4% or $120,199 at 6%; with 50% employer match about $120,199 at 4% or $80,133 at 6%; with 100% employer match about $90,149 at 4% or $60,099 at 6%.
2020114$701,762$638,826$45,630iApproximate average salary by contribution assumption: employee only about $1,140,761 at 4% or $760,507 at 6%; with 50% employer match about $760,507 at 4% or $507,005 at 6%; with 100% employer match about $570,380 at 4% or $380,254 at 6%.
SOUZA FAMILY ORTHODONTICS 401(K) PLAN-14$701,762$638,826$45,630iApproximate average salary by contribution assumption: employee only about $1,140,761 at 4% or $760,507 at 6%; with 50% employer match about $760,507 at 4% or $507,005 at 6%; with 100% employer match about $570,380 at 4% or $380,254 at 6%.