Civic Intelligence

Greg Jorgensen DMD Ms PC

Plan context: Jorgensen Orthodontics 401(K) Retirement Plan

EIN 85-0394604 • Rio Rancho, NM • 10 filings • 1 plans

1401 Barbara Loop, SERio Rancho, NM 87124
Current Snapshot

Latest Year

2021

2021 Participants

16

2021 Assets

$1,382,721

2021 Contributions

$115,647

Historical Graphs

Total Assets Over Time

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

$1,382,721$691,361$0201220172021YearValue
$1,382,721Latest year 2021

Participants Over Time

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

1790201220162021YearValue
16Latest year 2021

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
2021116$1,382,721$115,647$7,228iApproximate average salary by contribution assumption: employee only about $180,698 at 4% or $120,466 at 6%; with 50% employer match about $120,466 at 4% or $80,310 at 6%; with 100% employer match about $90,349 at 4% or $60,233 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-16$1,382,721$115,647$7,228iApproximate average salary by contribution assumption: employee only about $180,698 at 4% or $120,466 at 6%; with 50% employer match about $120,466 at 4% or $80,310 at 6%; with 100% employer match about $90,349 at 4% or $60,233 at 6%.
2020116$1,124,978$118,180$7,386iApproximate average salary by contribution assumption: employee only about $184,656 at 4% or $123,104 at 6%; with 50% employer match about $123,104 at 4% or $82,069 at 6%; with 100% employer match about $92,328 at 4% or $61,552 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-16$1,124,978$118,180$7,386iApproximate average salary by contribution assumption: employee only about $184,656 at 4% or $123,104 at 6%; with 50% employer match about $123,104 at 4% or $82,069 at 6%; with 100% employer match about $92,328 at 4% or $61,552 at 6%.
2019115$905,206$100,580$6,705iApproximate average salary by contribution assumption: employee only about $167,633 at 4% or $111,756 at 6%; with 50% employer match about $111,756 at 4% or $74,504 at 6%; with 100% employer match about $83,817 at 4% or $55,878 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-15$905,206$100,580$6,705iApproximate average salary by contribution assumption: employee only about $167,633 at 4% or $111,756 at 6%; with 50% employer match about $111,756 at 4% or $74,504 at 6%; with 100% employer match about $83,817 at 4% or $55,878 at 6%.
201810$705,004$101,476-
Jorgensen Orthodontics 401(K) Retirement Plan-0$705,004$101,476-
2017116$646,622$103,286$6,455iApproximate average salary by contribution assumption: employee only about $161,384 at 4% or $107,590 at 6%; with 50% employer match about $107,590 at 4% or $71,726 at 6%; with 100% employer match about $80,692 at 4% or $53,795 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-16$646,622$103,286$6,455iApproximate average salary by contribution assumption: employee only about $161,384 at 4% or $107,590 at 6%; with 50% employer match about $107,590 at 4% or $71,726 at 6%; with 100% employer match about $80,692 at 4% or $53,795 at 6%.
2016116$499,089$97,873$6,117iApproximate average salary by contribution assumption: employee only about $152,927 at 4% or $101,951 at 6%; with 50% employer match about $101,951 at 4% or $67,967 at 6%; with 100% employer match about $76,463 at 4% or $50,976 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-16$499,089$97,873$6,117iApproximate average salary by contribution assumption: employee only about $152,927 at 4% or $101,951 at 6%; with 50% employer match about $101,951 at 4% or $67,967 at 6%; with 100% employer match about $76,463 at 4% or $50,976 at 6%.
2015117$379,366$93,335$5,490iApproximate average salary by contribution assumption: employee only about $137,257 at 4% or $91,505 at 6%; with 50% employer match about $91,505 at 4% or $61,003 at 6%; with 100% employer match about $68,629 at 4% or $45,752 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-17$379,366$93,335$5,490iApproximate average salary by contribution assumption: employee only about $137,257 at 4% or $91,505 at 6%; with 50% employer match about $91,505 at 4% or $61,003 at 6%; with 100% employer match about $68,629 at 4% or $45,752 at 6%.
2014117$316,235$94,548$5,562iApproximate average salary by contribution assumption: employee only about $139,041 at 4% or $92,694 at 6%; with 50% employer match about $92,694 at 4% or $61,796 at 6%; with 100% employer match about $69,521 at 4% or $46,347 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-17$316,235$94,548$5,562iApproximate average salary by contribution assumption: employee only about $139,041 at 4% or $92,694 at 6%; with 50% employer match about $92,694 at 4% or $61,796 at 6%; with 100% employer match about $69,521 at 4% or $46,347 at 6%.
2013117$214,448$98,305$5,783iApproximate average salary by contribution assumption: employee only about $144,566 at 4% or $96,377 at 6%; with 50% employer match about $96,377 at 4% or $64,252 at 6%; with 100% employer match about $72,283 at 4% or $48,189 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-17$214,448$98,305$5,783iApproximate average salary by contribution assumption: employee only about $144,566 at 4% or $96,377 at 6%; with 50% employer match about $96,377 at 4% or $64,252 at 6%; with 100% employer match about $72,283 at 4% or $48,189 at 6%.
2012113$98,465$96,313$7,409iApproximate average salary by contribution assumption: employee only about $185,217 at 4% or $123,478 at 6%; with 50% employer match about $123,478 at 4% or $82,319 at 6%; with 100% employer match about $92,609 at 4% or $61,739 at 6%.
Jorgensen Orthodontics 401(K) Retirement Plan-13$98,465$96,313$7,409iApproximate average salary by contribution assumption: employee only about $185,217 at 4% or $123,478 at 6%; with 50% employer match about $123,478 at 4% or $82,319 at 6%; with 100% employer match about $92,609 at 4% or $61,739 at 6%.