Civic Intelligence

Scott Orthodontics PLLC

Plan context: Scott Orthodontics PLLC 401(K) Profit Sharing Plan & Trust

EIN 85-4393618 • Lakeland, FL • 4 filings • 1 plans

5030 S Lakeland DriveLakeland, FL 33813
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,600,838

2024 Contributions

$244,470

Historical Graphs

Total Assets Over Time

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

$1,600,838$800,419$0202120232024YearValue
$1,600,838Latest year 2024

Participants Over Time

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

20100202120232024YearValue
20Latest 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
2024120$1,600,838$244,470$12,224iApproximate average salary by contribution assumption: employee only about $305,588 at 4% or $203,725 at 6%; with 50% employer match about $203,725 at 4% or $135,817 at 6%; with 100% employer match about $152,794 at 4% or $101,863 at 6%.
Scott Orthodontics PLLC 401(K) Profit Sharing Plan & Trust-20$1,600,838$244,470$12,224iApproximate average salary by contribution assumption: employee only about $305,588 at 4% or $203,725 at 6%; with 50% employer match about $203,725 at 4% or $135,817 at 6%; with 100% employer match about $152,794 at 4% or $101,863 at 6%.
2023118$1,274,418$233,472$12,971iApproximate average salary by contribution assumption: employee only about $324,267 at 4% or $216,178 at 6%; with 50% employer match about $216,178 at 4% or $144,119 at 6%; with 100% employer match about $162,133 at 4% or $108,089 at 6%.
Scott Orthodontics PLLC 401(K) Profit Sharing Plan & Trust-18$1,274,418$233,472$12,971iApproximate average salary by contribution assumption: employee only about $324,267 at 4% or $216,178 at 6%; with 50% employer match about $216,178 at 4% or $144,119 at 6%; with 100% employer match about $162,133 at 4% or $108,089 at 6%.
2022117$1,150,315$247,565$14,563iApproximate average salary by contribution assumption: employee only about $364,066 at 4% or $242,711 at 6%; with 50% employer match about $242,711 at 4% or $161,807 at 6%; with 100% employer match about $182,033 at 4% or $121,355 at 6%.
Scott Orthodontics PLLC 401(K) Profit Sharing Plan & Trust-17$1,150,315$247,565$14,563iApproximate average salary by contribution assumption: employee only about $364,066 at 4% or $242,711 at 6%; with 50% employer match about $242,711 at 4% or $161,807 at 6%; with 100% employer match about $182,033 at 4% or $121,355 at 6%.
2021114$1,182,778$89,614$6,401iApproximate average salary by contribution assumption: employee only about $160,025 at 4% or $106,683 at 6%; with 50% employer match about $106,683 at 4% or $71,122 at 6%; with 100% employer match about $80,013 at 4% or $53,342 at 6%.
Scott Orthodontics PLLC 401(K) Profit Sharing Plan & Trust-14$1,182,778$89,614$6,401iApproximate average salary by contribution assumption: employee only about $160,025 at 4% or $106,683 at 6%; with 50% employer match about $106,683 at 4% or $71,122 at 6%; with 100% employer match about $80,013 at 4% or $53,342 at 6%.