Barkate - Nehi Orthodontics
Plan context: Barkate - Nehi Orthodontics 401(K) Profit Sharing Plan
EIN 86-1204708 • Newport Beach, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$3,197,595
2025 Contributions
$188,441
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 21 | $3,197,595 | $188,441 | $8,973iApproximate average salary by contribution assumption: employee only about $224,335 at 4% or $149,556 at 6%; with 50% employer match about $149,556 at 4% or $99,704 at 6%; with 100% employer match about $112,167 at 4% or $74,778 at 6%. |
| Barkate - Nehi Orthodontics 401(K) Profit Sharing Plan | - | 21 | $3,197,595 | $188,441 | $8,973iApproximate average salary by contribution assumption: employee only about $224,335 at 4% or $149,556 at 6%; with 50% employer match about $149,556 at 4% or $99,704 at 6%; with 100% employer match about $112,167 at 4% or $74,778 at 6%. |
| 2024 | 1 | 17 | $2,714,200 | $136,975 | $8,057iApproximate average salary by contribution assumption: employee only about $201,434 at 4% or $134,289 at 6%; with 50% employer match about $134,289 at 4% or $89,526 at 6%; with 100% employer match about $100,717 at 4% or $67,145 at 6%. |
| Barkate - Nehi Orthodontics 401(K) Profit Sharing Plan | - | 17 | $2,714,200 | $136,975 | $8,057iApproximate average salary by contribution assumption: employee only about $201,434 at 4% or $134,289 at 6%; with 50% employer match about $134,289 at 4% or $89,526 at 6%; with 100% employer match about $100,717 at 4% or $67,145 at 6%. |
| 2023 | 1 | 16 | $2,333,668 | $127,479 | $7,967iApproximate average salary by contribution assumption: employee only about $199,186 at 4% or $132,791 at 6%; with 50% employer match about $132,791 at 4% or $88,527 at 6%; with 100% employer match about $99,593 at 4% or $66,395 at 6%. |
| Barkate - Nehi Orthodontics 401(K) Profit Sharing Plan | - | 16 | $2,333,668 | $127,479 | $7,967iApproximate average salary by contribution assumption: employee only about $199,186 at 4% or $132,791 at 6%; with 50% employer match about $132,791 at 4% or $88,527 at 6%; with 100% employer match about $99,593 at 4% or $66,395 at 6%. |
| 2022 | 1 | 16 | $1,889,187 | $118,796 | $7,425iApproximate average salary by contribution assumption: employee only about $185,619 at 4% or $123,746 at 6%; with 50% employer match about $123,746 at 4% or $82,497 at 6%; with 100% employer match about $92,809 at 4% or $61,873 at 6%. |
| Barkate - Nehi Orthodontics 401(K) Profit Sharing Plan | - | 16 | $1,889,187 | $118,796 | $7,425iApproximate average salary by contribution assumption: employee only about $185,619 at 4% or $123,746 at 6%; with 50% employer match about $123,746 at 4% or $82,497 at 6%; with 100% employer match about $92,809 at 4% or $61,873 at 6%. |