Smiles Orthodontics LLC
Plan context: Smiles Orthodontics Retirement Plan & Trust
EIN 86-3128645 • Wichita, KS • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$1,986,742
2025 Contributions
$101,186
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 | 13 | $1,986,742 | $101,186 | $7,784iApproximate average salary by contribution assumption: employee only about $194,588 at 4% or $129,726 at 6%; with 50% employer match about $129,726 at 4% or $86,484 at 6%; with 100% employer match about $97,294 at 4% or $64,863 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 13 | $1,986,742 | $101,186 | $7,784iApproximate average salary by contribution assumption: employee only about $194,588 at 4% or $129,726 at 6%; with 50% employer match about $129,726 at 4% or $86,484 at 6%; with 100% employer match about $97,294 at 4% or $64,863 at 6%. |
| 2024 | 2 | 16 | $2,827,742 | $224,716 | $14,045iApproximate average salary by contribution assumption: employee only about $351,119 at 4% or $234,079 at 6%; with 50% employer match about $234,079 at 4% or $156,053 at 6%; with 100% employer match about $175,559 at 4% or $117,040 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 16 | $1,742,039 | $114,716 | $7,170iApproximate average salary by contribution assumption: employee only about $179,244 at 4% or $119,496 at 6%; with 50% employer match about $119,496 at 4% or $79,664 at 6%; with 100% employer match about $89,622 at 4% or $59,748 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan | - | 13 | $1,085,703 | $110,000 | $8,462iApproximate average salary by contribution assumption: employee only about $211,538 at 4% or $141,026 at 6%; with 50% employer match about $141,026 at 4% or $94,017 at 6%; with 100% employer match about $105,769 at 4% or $70,513 at 6%. |
| 2023 | 2 | 14 | $2,339,637 | $378,981 | $27,070iApproximate average salary by contribution assumption: employee only about $676,752 at 4% or $451,168 at 6%; with 50% employer match about $451,168 at 4% or $300,779 at 6%; with 100% employer match about $338,376 at 4% or $225,584 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 14 | $1,403,791 | $213,981 | $15,284iApproximate average salary by contribution assumption: employee only about $382,109 at 4% or $254,739 at 6%; with 50% employer match about $254,739 at 4% or $169,826 at 6%; with 100% employer match about $191,054 at 4% or $127,370 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan | - | 11 | $935,846 | $165,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2022 | 2 | 14 | $1,737,168 | $335,985 | $23,999iApproximate average salary by contribution assumption: employee only about $599,973 at 4% or $399,982 at 6%; with 50% employer match about $399,982 at 4% or $266,655 at 6%; with 100% employer match about $299,987 at 4% or $199,991 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 14 | $996,944 | $177,800 | $12,700iApproximate average salary by contribution assumption: employee only about $317,500 at 4% or $211,667 at 6%; with 50% employer match about $211,667 at 4% or $141,111 at 6%; with 100% employer match about $158,750 at 4% or $105,833 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan | - | 12 | $740,224 | $158,185 | $13,182iApproximate average salary by contribution assumption: employee only about $329,552 at 4% or $219,701 at 6%; with 50% employer match about $219,701 at 4% or $146,468 at 6%; with 100% employer match about $164,776 at 4% or $109,851 at 6%. |
| 2021 | 2 | 11 | $1,660,444 | $105,545 | $9,595iApproximate average salary by contribution assumption: employee only about $239,875 at 4% or $159,917 at 6%; with 50% employer match about $159,917 at 4% or $106,611 at 6%; with 100% employer match about $119,938 at 4% or $79,958 at 6%. |
| Smiles Orthodontics Retirement Plan & Trust | - | 11 | $1,013,760 | $105,545 | $9,595iApproximate average salary by contribution assumption: employee only about $239,875 at 4% or $159,917 at 6%; with 50% employer match about $159,917 at 4% or $106,611 at 6%; with 100% employer match about $119,938 at 4% or $79,958 at 6%. |
| Smiles Orthodontics Defined Benefit Cash Balance Plan | - | 8 | $646,684 | $0 | - |