Excel Orthodontics Inc
Plan context: Excel Orthodontics Inc. 401(K) Plan
EIN 93-1017521 • Portland, OR • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
47
2024 Assets
$1,599,694
2024 Contributions
$103,774
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 47 | $1,599,694 | $103,774 | $2,208iApproximate average salary by contribution assumption: employee only about $55,199 at 4% or $36,799 at 6%; with 50% employer match about $36,799 at 4% or $24,533 at 6%; with 100% employer match about $27,599 at 4% or $18,400 at 6%. |
| Excel Orthodontics Inc. 401(K) Plan | - | 47 | $1,599,694 | $103,774 | $2,208iApproximate average salary by contribution assumption: employee only about $55,199 at 4% or $36,799 at 6%; with 50% employer match about $36,799 at 4% or $24,533 at 6%; with 100% employer match about $27,599 at 4% or $18,400 at 6%. |
| 2023 | 1 | 37 | $1,352,689 | $100,601 | $2,719iApproximate average salary by contribution assumption: employee only about $67,974 at 4% or $45,316 at 6%; with 50% employer match about $45,316 at 4% or $30,211 at 6%; with 100% employer match about $33,987 at 4% or $22,658 at 6%. |
| Excel Orthodontics Inc. 401(K) Plan | - | 37 | $1,352,689 | $100,601 | $2,719iApproximate average salary by contribution assumption: employee only about $67,974 at 4% or $45,316 at 6%; with 50% employer match about $45,316 at 4% or $30,211 at 6%; with 100% employer match about $33,987 at 4% or $22,658 at 6%. |
| 2022 | 1 | 38 | $1,044,958 | $141,974 | $3,736iApproximate average salary by contribution assumption: employee only about $93,404 at 4% or $62,269 at 6%; with 50% employer match about $62,269 at 4% or $41,513 at 6%; with 100% employer match about $46,702 at 4% or $31,135 at 6%. |
| Excel Orthodontics Inc. 401(K) Plan | - | 38 | $1,044,958 | $141,974 | $3,736iApproximate average salary by contribution assumption: employee only about $93,404 at 4% or $62,269 at 6%; with 50% employer match about $62,269 at 4% or $41,513 at 6%; with 100% employer match about $46,702 at 4% or $31,135 at 6%. |
| 2021 | 1 | 29 | $1,085,490 | $67,929 | $2,342iApproximate average salary by contribution assumption: employee only about $58,559 at 4% or $39,040 at 6%; with 50% employer match about $39,040 at 4% or $26,026 at 6%; with 100% employer match about $29,280 at 4% or $19,520 at 6%. |
| Excel Orthodontics Inc. 401(K) Plan | - | 29 | $1,085,490 | $67,929 | $2,342iApproximate average salary by contribution assumption: employee only about $58,559 at 4% or $39,040 at 6%; with 50% employer match about $39,040 at 4% or $26,026 at 6%; with 100% employer match about $29,280 at 4% or $19,520 at 6%. |