Truman Orthodontics PC.
Plan context: TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN
EIN 86-0891858 • Las Vegas, NV • 20 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
28
2022 Assets
$2,628,892
2022 Contributions
$219,870
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 2 | 28 | $2,628,892 | $219,870 | $7,853iApproximate average salary by contribution assumption: employee only about $196,313 at 4% or $130,875 at 6%; with 50% employer match about $130,875 at 4% or $87,250 at 6%; with 100% employer match about $98,156 at 4% or $65,438 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 19 | $1,663,087 | $53,000 | $2,789iApproximate average salary by contribution assumption: employee only about $69,737 at 4% or $46,491 at 6%; with 50% employer match about $46,491 at 4% or $30,994 at 6%; with 100% employer match about $34,868 at 4% or $23,246 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 28 | $965,805 | $166,870 | $5,960iApproximate average salary by contribution assumption: employee only about $148,991 at 4% or $99,327 at 6%; with 50% employer match about $99,327 at 4% or $66,218 at 6%; with 100% employer match about $74,496 at 4% or $49,664 at 6%. |
| 2021 | 2 | 25 | $2,992,033 | $112,155 | $4,486iApproximate average salary by contribution assumption: employee only about $112,155 at 4% or $74,770 at 6%; with 50% employer match about $74,770 at 4% or $49,847 at 6%; with 100% employer match about $56,078 at 4% or $37,385 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 20 | $1,986,999 | $0 | - |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 25 | $1,005,034 | $112,155 | $4,486iApproximate average salary by contribution assumption: employee only about $112,155 at 4% or $74,770 at 6%; with 50% employer match about $74,770 at 4% or $49,847 at 6%; with 100% employer match about $56,078 at 4% or $37,385 at 6%. |
| 2020 | 2 | 25 | $2,620,147 | $347,781 | $13,911iApproximate average salary by contribution assumption: employee only about $347,781 at 4% or $231,854 at 6%; with 50% employer match about $231,854 at 4% or $154,569 at 6%; with 100% employer match about $173,891 at 4% or $115,927 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 20 | $1,825,928 | $240,350 | $12,018iApproximate average salary by contribution assumption: employee only about $300,438 at 4% or $200,292 at 6%; with 50% employer match about $200,292 at 4% or $133,528 at 6%; with 100% employer match about $150,219 at 4% or $100,146 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 25 | $794,219 | $107,431 | $4,297iApproximate average salary by contribution assumption: employee only about $107,431 at 4% or $71,621 at 6%; with 50% employer match about $71,621 at 4% or $47,747 at 6%; with 100% employer match about $53,715 at 4% or $35,810 at 6%. |
| 2019 | 2 | 22 | $2,061,836 | $481,974 | $21,908iApproximate average salary by contribution assumption: employee only about $547,698 at 4% or $365,132 at 6%; with 50% employer match about $365,132 at 4% or $243,421 at 6%; with 100% employer match about $273,849 at 4% or $182,566 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 20 | $1,451,661 | $376,083 | $18,804iApproximate average salary by contribution assumption: employee only about $470,104 at 4% or $313,403 at 6%; with 50% employer match about $313,403 at 4% or $208,935 at 6%; with 100% employer match about $235,052 at 4% or $156,701 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 22 | $610,175 | $105,891 | $4,813iApproximate average salary by contribution assumption: employee only about $120,331 at 4% or $80,220 at 6%; with 50% employer match about $80,220 at 4% or $53,480 at 6%; with 100% employer match about $60,165 at 4% or $40,110 at 6%. |
| 2018 | 2 | 20 | $1,343,888 | $238,254 | $11,913iApproximate average salary by contribution assumption: employee only about $297,818 at 4% or $198,545 at 6%; with 50% employer match about $198,545 at 4% or $132,363 at 6%; with 100% employer match about $148,909 at 4% or $99,273 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 15 | $918,573 | $149,000 | $9,933iApproximate average salary by contribution assumption: employee only about $248,333 at 4% or $165,556 at 6%; with 50% employer match about $165,556 at 4% or $110,370 at 6%; with 100% employer match about $124,167 at 4% or $82,778 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 20 | $425,315 | $89,254 | $4,463iApproximate average salary by contribution assumption: employee only about $111,568 at 4% or $74,378 at 6%; with 50% employer match about $74,378 at 4% or $49,586 at 6%; with 100% employer match about $55,784 at 4% or $37,189 at 6%. |
| 2017 | 2 | 19 | $1,206,405 | $224,500 | $11,816iApproximate average salary by contribution assumption: employee only about $295,395 at 4% or $196,930 at 6%; with 50% employer match about $196,930 at 4% or $131,287 at 6%; with 100% employer match about $147,697 at 4% or $98,465 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 12 | $821,320 | $134,368 | $11,197iApproximate average salary by contribution assumption: employee only about $279,933 at 4% or $186,622 at 6%; with 50% employer match about $186,622 at 4% or $124,415 at 6%; with 100% employer match about $139,967 at 4% or $93,311 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 19 | $385,085 | $90,132 | $4,744iApproximate average salary by contribution assumption: employee only about $118,595 at 4% or $79,063 at 6%; with 50% employer match about $79,063 at 4% or $52,709 at 6%; with 100% employer match about $59,297 at 4% or $39,532 at 6%. |
| 2016 | 2 | 15 | $914,393 | $341,789 | $22,786iApproximate average salary by contribution assumption: employee only about $569,648 at 4% or $379,766 at 6%; with 50% employer match about $379,766 at 4% or $253,177 at 6%; with 100% employer match about $284,824 at 4% or $189,883 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 14 | $591,459 | $263,292 | $18,807iApproximate average salary by contribution assumption: employee only about $470,164 at 4% or $313,443 at 6%; with 50% employer match about $313,443 at 4% or $208,962 at 6%; with 100% employer match about $235,082 at 4% or $156,721 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 15 | $322,934 | $78,497 | $5,233iApproximate average salary by contribution assumption: employee only about $130,828 at 4% or $87,219 at 6%; with 50% employer match about $87,219 at 4% or $58,146 at 6%; with 100% employer match about $65,414 at 4% or $43,609 at 6%. |
| 2015 | 2 | 13 | $588,179 | $294,835 | $22,680iApproximate average salary by contribution assumption: employee only about $566,990 at 4% or $377,994 at 6%; with 50% employer match about $377,994 at 4% or $251,996 at 6%; with 100% employer match about $283,495 at 4% or $188,997 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 11 | $338,029 | $217,912 | $19,810iApproximate average salary by contribution assumption: employee only about $495,255 at 4% or $330,170 at 6%; with 50% employer match about $330,170 at 4% or $220,113 at 6%; with 100% employer match about $247,627 at 4% or $165,085 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 13 | $250,150 | $76,923 | $5,917iApproximate average salary by contribution assumption: employee only about $147,929 at 4% or $98,619 at 6%; with 50% employer match about $98,619 at 4% or $65,746 at 6%; with 100% employer match about $73,964 at 4% or $49,310 at 6%. |
| 2014 | 2 | 9 | $336,033 | $243,218 | $27,024iApproximate average salary by contribution assumption: employee only about $675,606 at 4% or $450,404 at 6%; with 50% employer match about $450,404 at 4% or $300,269 at 6%; with 100% employer match about $337,803 at 4% or $225,202 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 9 | $191,259 | $134,028 | $14,892iApproximate average salary by contribution assumption: employee only about $372,300 at 4% or $248,200 at 6%; with 50% employer match about $248,200 at 4% or $165,467 at 6%; with 100% employer match about $186,150 at 4% or $124,100 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 8 | $144,774 | $109,190 | $13,649iApproximate average salary by contribution assumption: employee only about $341,219 at 4% or $227,479 at 6%; with 50% employer match about $227,479 at 4% or $151,653 at 6%; with 100% employer match about $170,609 at 4% or $113,740 at 6%. |
| 2013 | 2 | 11 | $157,743 | $163,137 | $14,831iApproximate average salary by contribution assumption: employee only about $370,766 at 4% or $247,177 at 6%; with 50% employer match about $247,177 at 4% or $164,785 at 6%; with 100% employer match about $185,383 at 4% or $123,589 at 6%. |
| TRUMAN ORTHODONTICS, P.C. CASH BALANCE PLAN | - | 11 | $85,046 | $85,046 | $7,731iApproximate average salary by contribution assumption: employee only about $193,286 at 4% or $128,858 at 6%; with 50% employer match about $128,858 at 4% or $85,905 at 6%; with 100% employer match about $96,643 at 4% or $64,429 at 6%. |
| Truman Orthodontics PC. 401(K) Profit Sharing Plan | - | 8 | $72,697 | $78,091 | $9,761iApproximate average salary by contribution assumption: employee only about $244,034 at 4% or $162,690 at 6%; with 50% employer match about $162,690 at 4% or $108,460 at 6%; with 100% employer match about $122,017 at 4% or $81,345 at 6%. |