Vertex Endodontics PLLC
Plan context: Vertex Endodontics 401(K) Profit Sharing Plan & Trust
EIN 88-3174835 • Chicago, IL • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$3,370,018
2025 Contributions
$441,666
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 | 2 | 21 | $3,370,018 | $441,666 | $21,032iApproximate average salary by contribution assumption: employee only about $525,793 at 4% or $350,529 at 6%; with 50% employer match about $350,529 at 4% or $233,686 at 6%; with 100% employer match about $262,896 at 4% or $175,264 at 6%. |
| Vertex Endodontics 401(K) Profit Sharing Plan & Trust | - | 21 | $2,864,616 | $199,115 | $9,482iApproximate average salary by contribution assumption: employee only about $237,042 at 4% or $158,028 at 6%; with 50% employer match about $158,028 at 4% or $105,352 at 6%; with 100% employer match about $118,521 at 4% or $79,014 at 6%. |
| VERTEX ENDODONTICS CASH BALANCE PLAN & TRUST | - | 18 | $505,402 | $242,551 | $13,475iApproximate average salary by contribution assumption: employee only about $336,876 at 4% or $224,584 at 6%; with 50% employer match about $224,584 at 4% or $149,723 at 6%; with 100% employer match about $168,438 at 4% or $112,292 at 6%. |
| 2024 | 2 | 17 | $2,446,343 | $1,343,767 | $79,045iApproximate average salary by contribution assumption: employee only about $1,976,128 at 4% or $1,317,419 at 6%; with 50% employer match about $1,317,419 at 4% or $878,279 at 6%; with 100% employer match about $988,064 at 4% or $658,709 at 6%. |
| Vertex Endodontics 401(K) Profit Sharing Plan & Trust | - | 17 | $2,196,143 | $1,093,567 | $64,327iApproximate average salary by contribution assumption: employee only about $1,608,187 at 4% or $1,072,125 at 6%; with 50% employer match about $1,072,125 at 4% or $714,750 at 6%; with 100% employer match about $804,093 at 4% or $536,062 at 6%. |
| VERTEX ENDODONTICS CASH BALANCE PLAN & TRUST | - | 14 | $250,200 | $250,200 | $17,871iApproximate average salary by contribution assumption: employee only about $446,786 at 4% or $297,857 at 6%; with 50% employer match about $297,857 at 4% or $198,571 at 6%; with 100% employer match about $223,393 at 4% or $148,929 at 6%. |
| 2023 | 2 | 14 | $970,204 | $918,964 | $65,640iApproximate average salary by contribution assumption: employee only about $1,641,007 at 4% or $1,094,005 at 6%; with 50% employer match about $1,094,005 at 4% or $729,337 at 6%; with 100% employer match about $820,504 at 4% or $547,002 at 6%. |
| Vertex Endodontics 401(K) Profit Sharing Plan & Trust | - | 14 | $970,204 | $918,964 | $65,640iApproximate average salary by contribution assumption: employee only about $1,641,007 at 4% or $1,094,005 at 6%; with 50% employer match about $1,094,005 at 4% or $729,337 at 6%; with 100% employer match about $820,504 at 4% or $547,002 at 6%. |
| VERTEX ENDODONTICS CASH BALANCE PLAN & TRUST | - | 0 | $0 | $0 | - |