Civic Intelligence

Belmont Orthodontics PC.

Plan context: Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust

EIN 95-4894121 • Belmont, MA • 36 filings • 3 plans

11 Alexander Ave.Belmont, MA 02478-4802
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,818,161

2024 Contributions

$190,184

Historical Graphs

Total Assets Over Time

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

$6,818,161$3,409,081$0200220142024YearValue
$6,818,161Latest year 2024

Participants Over Time

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

22110200220142024YearValue
15Latest 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
2024215$6,818,161$190,184$12,679iApproximate average salary by contribution assumption: employee only about $316,973 at 4% or $211,316 at 6%; with 50% employer match about $211,316 at 4% or $140,877 at 6%; with 100% employer match about $158,487 at 4% or $105,658 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-15$3,605,590$99,184$6,612iApproximate average salary by contribution assumption: employee only about $165,307 at 4% or $110,204 at 6%; with 50% employer match about $110,204 at 4% or $73,470 at 6%; with 100% employer match about $82,653 at 4% or $55,102 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-9$3,212,571$91,000$10,111iApproximate average salary by contribution assumption: employee only about $252,778 at 4% or $168,519 at 6%; with 50% employer match about $168,519 at 4% or $112,346 at 6%; with 100% employer match about $126,389 at 4% or $84,259 at 6%.
2023214$6,087,726$252,181$18,013iApproximate average salary by contribution assumption: employee only about $450,323 at 4% or $300,215 at 6%; with 50% employer match about $300,215 at 4% or $200,144 at 6%; with 100% employer match about $225,162 at 4% or $150,108 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-14$3,159,154$122,968$8,783iApproximate average salary by contribution assumption: employee only about $219,586 at 4% or $146,390 at 6%; with 50% employer match about $146,390 at 4% or $97,594 at 6%; with 100% employer match about $109,793 at 4% or $73,195 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-9$2,928,572$129,213$14,357iApproximate average salary by contribution assumption: employee only about $358,925 at 4% or $239,283 at 6%; with 50% employer match about $239,283 at 4% or $159,522 at 6%; with 100% employer match about $179,463 at 4% or $119,642 at 6%.
2022217$5,146,705$343,116$20,183iApproximate average salary by contribution assumption: employee only about $504,582 at 4% or $336,388 at 6%; with 50% employer match about $336,388 at 4% or $224,259 at 6%; with 100% employer match about $252,291 at 4% or $168,194 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-17$2,614,657$103,116$6,066iApproximate average salary by contribution assumption: employee only about $151,641 at 4% or $101,094 at 6%; with 50% employer match about $101,094 at 4% or $67,396 at 6%; with 100% employer match about $75,821 at 4% or $50,547 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-8$2,532,048$240,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
2021219$5,710,025$251,416$13,232iApproximate average salary by contribution assumption: employee only about $330,811 at 4% or $220,540 at 6%; with 50% employer match about $220,540 at 4% or $147,027 at 6%; with 100% employer match about $165,405 at 4% or $110,270 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-19$2,987,431$131,416$6,917iApproximate average salary by contribution assumption: employee only about $172,916 at 4% or $115,277 at 6%; with 50% employer match about $115,277 at 4% or $76,851 at 6%; with 100% employer match about $86,458 at 4% or $57,639 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-8$2,722,594$120,000$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%.
2020216$5,036,204$254,589$15,912iApproximate average salary by contribution assumption: employee only about $397,795 at 4% or $265,197 at 6%; with 50% employer match about $265,197 at 4% or $176,798 at 6%; with 100% employer match about $198,898 at 4% or $132,598 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-16$2,546,586$123,348$7,709iApproximate average salary by contribution assumption: employee only about $192,731 at 4% or $128,488 at 6%; with 50% employer match about $128,488 at 4% or $85,658 at 6%; with 100% employer match about $96,366 at 4% or $64,244 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-6$2,489,618$131,241$21,874iApproximate average salary by contribution assumption: employee only about $546,838 at 4% or $364,558 at 6%; with 50% employer match about $364,558 at 4% or $243,039 at 6%; with 100% employer match about $273,419 at 4% or $182,279 at 6%.
2019218$4,284,315$243,281$13,516iApproximate average salary by contribution assumption: employee only about $337,890 at 4% or $225,260 at 6%; with 50% employer match about $225,260 at 4% or $150,173 at 6%; with 100% employer match about $168,945 at 4% or $112,630 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-18$2,196,423$123,281$6,849iApproximate average salary by contribution assumption: employee only about $171,224 at 4% or $114,149 at 6%; with 50% employer match about $114,149 at 4% or $76,099 at 6%; with 100% employer match about $85,612 at 4% or $57,075 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-5$2,087,892$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
2018222$3,427,505$226,212$10,282iApproximate average salary by contribution assumption: employee only about $257,059 at 4% or $171,373 at 6%; with 50% employer match about $171,373 at 4% or $114,248 at 6%; with 100% employer match about $128,530 at 4% or $85,686 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-22$1,721,051$91,212$4,146iApproximate average salary by contribution assumption: employee only about $103,650 at 4% or $69,100 at 6%; with 50% employer match about $69,100 at 4% or $46,067 at 6%; with 100% employer match about $51,825 at 4% or $34,550 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-6$1,706,454$135,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
2017220$3,357,882$264,977$13,249iApproximate average salary by contribution assumption: employee only about $331,221 at 4% or $220,814 at 6%; with 50% employer match about $220,814 at 4% or $147,209 at 6%; with 100% employer match about $165,611 at 4% or $110,407 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-20$1,722,955$84,977$4,249iApproximate average salary by contribution assumption: employee only about $106,221 at 4% or $70,814 at 6%; with 50% employer match about $70,814 at 4% or $47,209 at 6%; with 100% employer match about $53,111 at 4% or $35,407 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-5$1,634,927$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
2016216$2,745,739$345,587$21,599iApproximate average salary by contribution assumption: employee only about $539,980 at 4% or $359,986 at 6%; with 50% employer match about $359,986 at 4% or $239,991 at 6%; with 100% employer match about $269,990 at 4% or $179,993 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-16$1,427,371$90,587$5,662iApproximate average salary by contribution assumption: employee only about $141,542 at 4% or $94,361 at 6%; with 50% employer match about $94,361 at 4% or $62,908 at 6%; with 100% employer match about $70,771 at 4% or $47,181 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-5$1,318,368$255,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
2015217$2,271,672$406,530$23,914iApproximate average salary by contribution assumption: employee only about $597,838 at 4% or $398,559 at 6%; with 50% employer match about $398,559 at 4% or $265,706 at 6%; with 100% employer match about $298,919 at 4% or $199,279 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-17$1,273,853$56,530$3,325iApproximate average salary by contribution assumption: employee only about $83,132 at 4% or $55,422 at 6%; with 50% employer match about $55,422 at 4% or $36,948 at 6%; with 100% employer match about $41,566 at 4% or $27,711 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-5$997,819$350,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
2014213$1,908,963$212,693$16,361iApproximate average salary by contribution assumption: employee only about $409,025 at 4% or $272,683 at 6%; with 50% employer match about $272,683 at 4% or $181,789 at 6%; with 100% employer match about $204,513 at 4% or $136,342 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-13$1,249,602$54,518$4,194iApproximate average salary by contribution assumption: employee only about $104,842 at 4% or $69,895 at 6%; with 50% employer match about $69,895 at 4% or $46,597 at 6%; with 100% employer match about $52,421 at 4% or $34,947 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-5$659,361$158,175$31,635iApproximate average salary by contribution assumption: employee only about $790,875 at 4% or $527,250 at 6%; with 50% employer match about $527,250 at 4% or $351,500 at 6%; with 100% employer match about $395,438 at 4% or $263,625 at 6%.
2013214$1,612,075$237,911$16,994iApproximate average salary by contribution assumption: employee only about $424,841 at 4% or $283,227 at 6%; with 50% employer match about $283,227 at 4% or $188,818 at 6%; with 100% employer match about $212,421 at 4% or $141,614 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-14$1,134,226$56,134$4,010iApproximate average salary by contribution assumption: employee only about $100,239 at 4% or $66,826 at 6%; with 50% employer match about $66,826 at 4% or $44,551 at 6%; with 100% employer match about $50,120 at 4% or $33,413 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-5$477,849$181,777$36,355iApproximate average salary by contribution assumption: employee only about $908,885 at 4% or $605,923 at 6%; with 50% employer match about $605,923 at 4% or $403,949 at 6%; with 100% employer match about $454,443 at 4% or $302,962 at 6%.
2012215$1,215,112$347,548$23,170iApproximate average salary by contribution assumption: employee only about $579,247 at 4% or $386,164 at 6%; with 50% employer match about $386,164 at 4% or $257,443 at 6%; with 100% employer match about $289,623 at 4% or $193,082 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-15$934,636$223,054$14,870iApproximate average salary by contribution assumption: employee only about $371,757 at 4% or $247,838 at 6%; with 50% employer match about $247,838 at 4% or $165,225 at 6%; with 100% employer match about $185,878 at 4% or $123,919 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-5$280,476$124,494$24,899iApproximate average salary by contribution assumption: employee only about $622,470 at 4% or $414,980 at 6%; with 50% employer match about $414,980 at 4% or $276,653 at 6%; with 100% employer match about $311,235 at 4% or $207,490 at 6%.
2011212$765,371$194,910$16,243iApproximate average salary by contribution assumption: employee only about $406,063 at 4% or $270,708 at 6%; with 50% employer match about $270,708 at 4% or $180,472 at 6%; with 100% employer match about $203,031 at 4% or $135,354 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-12$623,186$52,725$4,394iApproximate average salary by contribution assumption: employee only about $109,844 at 4% or $73,229 at 6%; with 50% employer match about $73,229 at 4% or $48,819 at 6%; with 100% employer match about $54,922 at 4% or $36,615 at 6%.
Belmont Orthodontics PC. Cash Balance Plan and Trust-4$142,185$142,185$35,546iApproximate average salary by contribution assumption: employee only about $888,656 at 4% or $592,438 at 6%; with 50% employer match about $592,438 at 4% or $394,958 at 6%; with 100% employer match about $444,328 at 4% or $296,219 at 6%.
2010110$561,168$59,977$5,998iApproximate average salary by contribution assumption: employee only about $149,943 at 4% or $99,962 at 6%; with 50% employer match about $99,962 at 4% or $66,641 at 6%; with 100% employer match about $74,971 at 4% or $49,981 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-10$561,168$59,977$5,998iApproximate average salary by contribution assumption: employee only about $149,943 at 4% or $99,962 at 6%; with 50% employer match about $99,962 at 4% or $66,641 at 6%; with 100% employer match about $74,971 at 4% or $49,981 at 6%.
200919$439,673$58,533$6,504iApproximate average salary by contribution assumption: employee only about $162,592 at 4% or $108,394 at 6%; with 50% employer match about $108,394 at 4% or $72,263 at 6%; with 100% employer match about $81,296 at 4% or $54,197 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-9$439,673$58,533$6,504iApproximate average salary by contribution assumption: employee only about $162,592 at 4% or $108,394 at 6%; with 50% employer match about $108,394 at 4% or $72,263 at 6%; with 100% employer match about $81,296 at 4% or $54,197 at 6%.
200818$299,766$55,991$6,999iApproximate average salary by contribution assumption: employee only about $174,972 at 4% or $116,648 at 6%; with 50% employer match about $116,648 at 4% or $77,765 at 6%; with 100% employer match about $87,486 at 4% or $58,324 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-8$299,766$55,991$6,999iApproximate average salary by contribution assumption: employee only about $174,972 at 4% or $116,648 at 6%; with 50% employer match about $116,648 at 4% or $77,765 at 6%; with 100% employer match about $87,486 at 4% or $58,324 at 6%.
200718$378,470$53,710$6,714iApproximate average salary by contribution assumption: employee only about $167,844 at 4% or $111,896 at 6%; with 50% employer match about $111,896 at 4% or $74,597 at 6%; with 100% employer match about $83,922 at 4% or $55,948 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-8$378,470$53,710$6,714iApproximate average salary by contribution assumption: employee only about $167,844 at 4% or $111,896 at 6%; with 50% employer match about $111,896 at 4% or $74,597 at 6%; with 100% employer match about $83,922 at 4% or $55,948 at 6%.
200617$311,305$51,830$7,404iApproximate average salary by contribution assumption: employee only about $185,107 at 4% or $123,405 at 6%; with 50% employer match about $123,405 at 4% or $82,270 at 6%; with 100% employer match about $92,554 at 4% or $61,702 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-7$311,305$51,830$7,404iApproximate average salary by contribution assumption: employee only about $185,107 at 4% or $123,405 at 6%; with 50% employer match about $123,405 at 4% or $82,270 at 6%; with 100% employer match about $92,554 at 4% or $61,702 at 6%.
200518$231,521$48,289$6,036iApproximate average salary by contribution assumption: employee only about $150,903 at 4% or $100,602 at 6%; with 50% employer match about $100,602 at 4% or $67,068 at 6%; with 100% employer match about $75,452 at 4% or $50,301 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-8$231,521$48,289$6,036iApproximate average salary by contribution assumption: employee only about $150,903 at 4% or $100,602 at 6%; with 50% employer match about $100,602 at 4% or $67,068 at 6%; with 100% employer match about $75,452 at 4% or $50,301 at 6%.
200418$169,193$48,955$6,119iApproximate average salary by contribution assumption: employee only about $152,984 at 4% or $101,990 at 6%; with 50% employer match about $101,990 at 4% or $67,993 at 6%; with 100% employer match about $76,492 at 4% or $50,995 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-8$169,193$48,955$6,119iApproximate average salary by contribution assumption: employee only about $152,984 at 4% or $101,990 at 6%; with 50% employer match about $101,990 at 4% or $67,993 at 6%; with 100% employer match about $76,492 at 4% or $50,995 at 6%.
200215$45,376$48,137$9,627iApproximate average salary by contribution assumption: employee only about $240,685 at 4% or $160,457 at 6%; with 50% employer match about $160,457 at 4% or $106,971 at 6%; with 100% employer match about $120,343 at 4% or $80,228 at 6%.
Belmont Orthodontics PC. Employees' Profit Sharing Plan and Trust-5$45,376$48,137$9,627iApproximate average salary by contribution assumption: employee only about $240,685 at 4% or $160,457 at 6%; with 50% employer match about $160,457 at 4% or $106,971 at 6%; with 100% employer match about $120,343 at 4% or $80,228 at 6%.