Civic Intelligence

Michael J. Fanning, D.D.S., M.S.D. PC.

Plan context: Fanning Orthodontics Retirement Plan & Trust

EIN 85-0262886 • Albuquerque, NM • 27 filings • 3 plans

8130 Ventura St. NEAlbuquerque, NM 87122
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,286,492

2024 Contributions

$113,593

Historical Graphs

Total Assets Over Time

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

$4,171,717$2,085,859$0199920162024YearValue
$1,286,492Latest year 2024

Participants Over Time

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

950199920152024YearValue
9Latest 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
202419$1,286,492$113,593$12,621iApproximate average salary by contribution assumption: employee only about $315,536 at 4% or $210,357 at 6%; with 50% employer match about $210,357 at 4% or $140,238 at 6%; with 100% employer match about $157,768 at 4% or $105,179 at 6%.
Fanning Orthodontics Retirement Plan & Trust-9$1,286,492$113,593$12,621iApproximate average salary by contribution assumption: employee only about $315,536 at 4% or $210,357 at 6%; with 50% employer match about $210,357 at 4% or $140,238 at 6%; with 100% employer match about $157,768 at 4% or $105,179 at 6%.
202317$1,070,956$106,308$15,187iApproximate average salary by contribution assumption: employee only about $379,671 at 4% or $253,114 at 6%; with 50% employer match about $253,114 at 4% or $168,743 at 6%; with 100% employer match about $189,836 at 4% or $126,557 at 6%.
Fanning Orthodontics Retirement Plan & Trust-7$1,070,956$106,308$15,187iApproximate average salary by contribution assumption: employee only about $379,671 at 4% or $253,114 at 6%; with 50% employer match about $253,114 at 4% or $168,743 at 6%; with 100% employer match about $189,836 at 4% or $126,557 at 6%.
202218$817,750$98,494$12,312iApproximate average salary by contribution assumption: employee only about $307,794 at 4% or $205,196 at 6%; with 50% employer match about $205,196 at 4% or $136,797 at 6%; with 100% employer match about $153,897 at 4% or $102,598 at 6%.
Fanning Orthodontics Retirement Plan & Trust-8$817,750$98,494$12,312iApproximate average salary by contribution assumption: employee only about $307,794 at 4% or $205,196 at 6%; with 50% employer match about $205,196 at 4% or $136,797 at 6%; with 100% employer match about $153,897 at 4% or $102,598 at 6%.
202116$846,255$91,155$15,193iApproximate average salary by contribution assumption: employee only about $379,813 at 4% or $253,208 at 6%; with 50% employer match about $253,208 at 4% or $168,806 at 6%; with 100% employer match about $189,906 at 4% or $126,604 at 6%.
Fanning Orthodontics Retirement Plan & Trust-6$846,255$91,155$15,193iApproximate average salary by contribution assumption: employee only about $379,813 at 4% or $253,208 at 6%; with 50% employer match about $253,208 at 4% or $168,806 at 6%; with 100% employer match about $189,906 at 4% or $126,604 at 6%.
202015$640,832$84,650$16,930iApproximate average salary by contribution assumption: employee only about $423,250 at 4% or $282,167 at 6%; with 50% employer match about $282,167 at 4% or $188,111 at 6%; with 100% employer match about $211,625 at 4% or $141,083 at 6%.
Fanning Orthodontics Retirement Plan & Trust-5$640,832$84,650$16,930iApproximate average salary by contribution assumption: employee only about $423,250 at 4% or $282,167 at 6%; with 50% employer match about $282,167 at 4% or $188,111 at 6%; with 100% employer match about $211,625 at 4% or $141,083 at 6%.
201917$503,668$85,587$12,227iApproximate average salary by contribution assumption: employee only about $305,668 at 4% or $203,779 at 6%; with 50% employer match about $203,779 at 4% or $135,852 at 6%; with 100% employer match about $152,834 at 4% or $101,889 at 6%.
Fanning Orthodontics Retirement Plan & Trust-7$503,668$85,587$12,227iApproximate average salary by contribution assumption: employee only about $305,668 at 4% or $203,779 at 6%; with 50% employer match about $203,779 at 4% or $135,852 at 6%; with 100% employer match about $152,834 at 4% or $101,889 at 6%.
201815$361,207$82,684$16,537iApproximate average salary by contribution assumption: employee only about $413,420 at 4% or $275,613 at 6%; with 50% employer match about $275,613 at 4% or $183,742 at 6%; with 100% employer match about $206,710 at 4% or $137,807 at 6%.
Fanning Orthodontics Retirement Plan & Trust-5$361,207$82,684$16,537iApproximate average salary by contribution assumption: employee only about $413,420 at 4% or $275,613 at 6%; with 50% employer match about $275,613 at 4% or $183,742 at 6%; with 100% employer match about $206,710 at 4% or $137,807 at 6%.
201717$310,763$92,323$13,189iApproximate average salary by contribution assumption: employee only about $329,725 at 4% or $219,817 at 6%; with 50% employer match about $219,817 at 4% or $146,544 at 6%; with 100% employer match about $164,863 at 4% or $109,908 at 6%.
Fanning Orthodontics Retirement Plan & Trust-7$310,763$92,323$13,189iApproximate average salary by contribution assumption: employee only about $329,725 at 4% or $219,817 at 6%; with 50% employer match about $219,817 at 4% or $146,544 at 6%; with 100% employer match about $164,863 at 4% or $109,908 at 6%.
201618$196,354$104,677$13,085iApproximate average salary by contribution assumption: employee only about $327,116 at 4% or $218,077 at 6%; with 50% employer match about $218,077 at 4% or $145,385 at 6%; with 100% employer match about $163,558 at 4% or $109,039 at 6%.
Fanning Orthodontics Retirement Plan & Trust-8$196,354$104,677$13,085iApproximate average salary by contribution assumption: employee only about $327,116 at 4% or $218,077 at 6%; with 50% employer match about $218,077 at 4% or $145,385 at 6%; with 100% employer match about $163,558 at 4% or $109,039 at 6%.
201518$83,926$84,005$10,501iApproximate average salary by contribution assumption: employee only about $262,516 at 4% or $175,010 at 6%; with 50% employer match about $175,010 at 4% or $116,674 at 6%; with 100% employer match about $131,258 at 4% or $87,505 at 6%.
Fanning Orthodontics Retirement Plan & Trust-8$83,926$84,005$10,501iApproximate average salary by contribution assumption: employee only about $262,516 at 4% or $175,010 at 6%; with 50% employer match about $175,010 at 4% or $116,674 at 6%; with 100% employer match about $131,258 at 4% or $87,505 at 6%.
200810$0$0-
James W Fanning, Dds, Pa Defined Benefit Pension Plan-0---
200721$0$0-
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-0---
James W Fanning, Dds, Pa Defined Benefit Pension Plan-1---
200621$1,109,832$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
James W Fanning, Dds, Pa Defined Benefit Pension Plan-1$1,106,845$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-0$2,987--
200528$4,171,717$214,000$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-8$3,259,679$53,454$6,682iApproximate average salary by contribution assumption: employee only about $167,044 at 4% or $111,363 at 6%; with 50% employer match about $111,363 at 4% or $74,242 at 6%; with 100% employer match about $83,522 at 4% or $55,681 at 6%.
James W Fanning, Dds, Pa Defined Benefit Pension Plan-8$912,038$160,546$20,068iApproximate average salary by contribution assumption: employee only about $501,706 at 4% or $334,471 at 6%; with 50% employer match about $334,471 at 4% or $222,981 at 6%; with 100% employer match about $250,853 at 4% or $167,235 at 6%.
200428$3,849,735$271,961$33,995iApproximate average salary by contribution assumption: employee only about $849,878 at 4% or $566,585 at 6%; with 50% employer match about $566,585 at 4% or $377,724 at 6%; with 100% employer match about $424,939 at 4% or $283,293 at 6%.
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-8$3,112,651$51,961$6,495iApproximate average salary by contribution assumption: employee only about $162,378 at 4% or $108,252 at 6%; with 50% employer match about $108,252 at 4% or $72,168 at 6%; with 100% employer match about $81,189 at 4% or $54,126 at 6%.
James W Fanning, Dds, Pa Defined Benefit Pension Plan-8$737,084$220,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200327$3,440,001$233,596$33,371iApproximate average salary by contribution assumption: employee only about $834,271 at 4% or $556,181 at 6%; with 50% employer match about $556,181 at 4% or $370,787 at 6%; with 100% employer match about $417,136 at 4% or $278,090 at 6%.
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-7$2,925,054$50,211$7,173iApproximate average salary by contribution assumption: employee only about $179,325 at 4% or $119,550 at 6%; with 50% employer match about $119,550 at 4% or $79,700 at 6%; with 100% employer match about $89,663 at 4% or $59,775 at 6%.
James W Fanning, Dds, Pa Defined Benefit Pension Plan-7$514,947$183,385$26,198iApproximate average salary by contribution assumption: employee only about $654,946 at 4% or $436,631 at 6%; with 50% employer match about $436,631 at 4% or $291,087 at 6%; with 100% employer match about $327,473 at 4% or $218,315 at 6%.
200227$2,664,468$48,392$6,913iApproximate average salary by contribution assumption: employee only about $172,829 at 4% or $115,219 at 6%; with 50% employer match about $115,219 at 4% or $76,813 at 6%; with 100% employer match about $86,414 at 4% or $57,610 at 6%.
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-7$2,664,468$48,392$6,913iApproximate average salary by contribution assumption: employee only about $172,829 at 4% or $115,219 at 6%; with 50% employer match about $115,219 at 4% or $76,813 at 6%; with 100% employer match about $86,414 at 4% or $57,610 at 6%.
James W Fanning, Dds, Pa Defined Benefit Pension Plan-7---
200126$2,643,626$39,894$6,649iApproximate average salary by contribution assumption: employee only about $166,225 at 4% or $110,817 at 6%; with 50% employer match about $110,817 at 4% or $73,878 at 6%; with 100% employer match about $83,113 at 4% or $55,408 at 6%.
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-6$2,643,626$39,894$6,649iApproximate average salary by contribution assumption: employee only about $166,225 at 4% or $110,817 at 6%; with 50% employer match about $110,817 at 4% or $73,878 at 6%; with 100% employer match about $83,113 at 4% or $55,408 at 6%.
James W Fanning, Dds, Pa Defined Benefit Pension Plan-6---
200016$2,591,136$37,604$6,267iApproximate average salary by contribution assumption: employee only about $156,683 at 4% or $104,456 at 6%; with 50% employer match about $104,456 at 4% or $69,637 at 6%; with 100% employer match about $78,342 at 4% or $52,228 at 6%.
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-6$2,591,136$37,604$6,267iApproximate average salary by contribution assumption: employee only about $156,683 at 4% or $104,456 at 6%; with 50% employer match about $104,456 at 4% or $69,637 at 6%; with 100% employer match about $78,342 at 4% or $52,228 at 6%.
199916$2,461,487$36,703$6,117iApproximate average salary by contribution assumption: employee only about $152,929 at 4% or $101,953 at 6%; with 50% employer match about $101,953 at 4% or $67,969 at 6%; with 100% employer match about $76,465 at 4% or $50,976 at 6%.
James W. Fanning, D.D.S., P.A. Target Benefit Pension Plan-6$2,461,487$36,703$6,117iApproximate average salary by contribution assumption: employee only about $152,929 at 4% or $101,953 at 6%; with 50% employer match about $101,953 at 4% or $67,969 at 6%; with 100% employer match about $76,465 at 4% or $50,976 at 6%.