Civic Intelligence

COOPER AND THOMAS ORAL SURGERY, PLLC

Plan context: COOPER AND THOMAS ORAL SURGERY, PLLC CASH BALANCE PLAN

EIN 88-2209236 • Bellaire, TX • 4 filings • 1 plans

5001 BissonetSuite 103Bellaire, TX 77401
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,879,580

2025 Contributions

$90,000

Historical Graphs

Total Assets Over Time

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

$1,879,580$939,790$0202220232024YearValue
$1,879,580Latest year 2024

Participants Over Time

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

1470202220232024YearValue
14Latest 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
202510$0$90,000-
COOPER AND THOMAS ORAL SURGERY, PLLC CASH BALANCE PLAN-0$0$90,000-
2024114$1,879,580$0-
COOPER AND THOMAS ORAL SURGERY, PLLC CASH BALANCE PLAN-14$1,879,580$0-
2023114$1,797,931$187,928$13,423iApproximate average salary by contribution assumption: employee only about $335,586 at 4% or $223,724 at 6%; with 50% employer match about $223,724 at 4% or $149,149 at 6%; with 100% employer match about $167,793 at 4% or $111,862 at 6%.
COOPER AND THOMAS ORAL SURGERY, PLLC CASH BALANCE PLAN-14$1,797,931$187,928$13,423iApproximate average salary by contribution assumption: employee only about $335,586 at 4% or $223,724 at 6%; with 50% employer match about $223,724 at 4% or $149,149 at 6%; with 100% employer match about $167,793 at 4% or $111,862 at 6%.
2022114$1,506,707$181,706$12,979iApproximate average salary by contribution assumption: employee only about $324,475 at 4% or $216,317 at 6%; with 50% employer match about $216,317 at 4% or $144,211 at 6%; with 100% employer match about $162,238 at 4% or $108,158 at 6%.
COOPER AND THOMAS ORAL SURGERY, PLLC CASH BALANCE PLAN-14$1,506,707$181,706$12,979iApproximate average salary by contribution assumption: employee only about $324,475 at 4% or $216,317 at 6%; with 50% employer match about $216,317 at 4% or $144,211 at 6%; with 100% employer match about $162,238 at 4% or $108,158 at 6%.