Civic Intelligence

Cedar Valley Orthodontics Inc.

Plan context: Cedar Valley Orthodontics Inc. 401(K) Plan

EIN 26-0488507 • Charles City, IA • 16 filings • 1 plans

703 North MainSuite 2Charles City, IA 50616
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,680,827

2024 Contributions

$74,770

Historical Graphs

Total Assets Over Time

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

$1,680,827$840,414$0200920172024YearValue
$1,680,827Latest year 2024

Participants Over Time

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

950200920172024YearValue
8Latest 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
202418$1,680,827$74,770$9,346iApproximate average salary by contribution assumption: employee only about $233,656 at 4% or $155,771 at 6%; with 50% employer match about $155,771 at 4% or $103,847 at 6%; with 100% employer match about $116,828 at 4% or $77,885 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-8$1,680,827$74,770$9,346iApproximate average salary by contribution assumption: employee only about $233,656 at 4% or $155,771 at 6%; with 50% employer match about $155,771 at 4% or $103,847 at 6%; with 100% employer match about $116,828 at 4% or $77,885 at 6%.
202319$1,476,966$64,192$7,132iApproximate average salary by contribution assumption: employee only about $178,311 at 4% or $118,874 at 6%; with 50% employer match about $118,874 at 4% or $79,249 at 6%; with 100% employer match about $89,156 at 4% or $59,437 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$1,476,966$64,192$7,132iApproximate average salary by contribution assumption: employee only about $178,311 at 4% or $118,874 at 6%; with 50% employer match about $118,874 at 4% or $79,249 at 6%; with 100% employer match about $89,156 at 4% or $59,437 at 6%.
202219$1,232,912$44,558$4,951iApproximate average salary by contribution assumption: employee only about $123,772 at 4% or $82,515 at 6%; with 50% employer match about $82,515 at 4% or $55,010 at 6%; with 100% employer match about $61,886 at 4% or $41,257 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$1,232,912$44,558$4,951iApproximate average salary by contribution assumption: employee only about $123,772 at 4% or $82,515 at 6%; with 50% employer match about $82,515 at 4% or $55,010 at 6%; with 100% employer match about $61,886 at 4% or $41,257 at 6%.
202119$1,458,920$60,227$6,692iApproximate average salary by contribution assumption: employee only about $167,297 at 4% or $111,531 at 6%; with 50% employer match about $111,531 at 4% or $74,354 at 6%; with 100% employer match about $83,649 at 4% or $55,766 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$1,458,920$60,227$6,692iApproximate average salary by contribution assumption: employee only about $167,297 at 4% or $111,531 at 6%; with 50% employer match about $111,531 at 4% or $74,354 at 6%; with 100% employer match about $83,649 at 4% or $55,766 at 6%.
202019$1,245,152$55,179$6,131iApproximate average salary by contribution assumption: employee only about $153,275 at 4% or $102,183 at 6%; with 50% employer match about $102,183 at 4% or $68,122 at 6%; with 100% employer match about $76,638 at 4% or $51,092 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$1,245,152$55,179$6,131iApproximate average salary by contribution assumption: employee only about $153,275 at 4% or $102,183 at 6%; with 50% employer match about $102,183 at 4% or $68,122 at 6%; with 100% employer match about $76,638 at 4% or $51,092 at 6%.
201919$1,023,983$59,140$6,571iApproximate average salary by contribution assumption: employee only about $164,278 at 4% or $109,519 at 6%; with 50% employer match about $109,519 at 4% or $73,012 at 6%; with 100% employer match about $82,139 at 4% or $54,759 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$1,023,983$59,140$6,571iApproximate average salary by contribution assumption: employee only about $164,278 at 4% or $109,519 at 6%; with 50% employer match about $109,519 at 4% or $73,012 at 6%; with 100% employer match about $82,139 at 4% or $54,759 at 6%.
201819$802,071$52,769$5,863iApproximate average salary by contribution assumption: employee only about $146,581 at 4% or $97,720 at 6%; with 50% employer match about $97,720 at 4% or $65,147 at 6%; with 100% employer match about $73,290 at 4% or $48,860 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$802,071$52,769$5,863iApproximate average salary by contribution assumption: employee only about $146,581 at 4% or $97,720 at 6%; with 50% employer match about $97,720 at 4% or $65,147 at 6%; with 100% employer match about $73,290 at 4% or $48,860 at 6%.
201719$831,942$55,150$6,128iApproximate average salary by contribution assumption: employee only about $153,194 at 4% or $102,130 at 6%; with 50% employer match about $102,130 at 4% or $68,086 at 6%; with 100% employer match about $76,597 at 4% or $51,065 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$831,942$55,150$6,128iApproximate average salary by contribution assumption: employee only about $153,194 at 4% or $102,130 at 6%; with 50% employer match about $102,130 at 4% or $68,086 at 6%; with 100% employer match about $76,597 at 4% or $51,065 at 6%.
201619$662,524$53,696$5,966iApproximate average salary by contribution assumption: employee only about $149,156 at 4% or $99,437 at 6%; with 50% employer match about $99,437 at 4% or $66,291 at 6%; with 100% employer match about $74,578 at 4% or $49,719 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$662,524$53,696$5,966iApproximate average salary by contribution assumption: employee only about $149,156 at 4% or $99,437 at 6%; with 50% employer match about $99,437 at 4% or $66,291 at 6%; with 100% employer match about $74,578 at 4% or $49,719 at 6%.
201519$575,118$52,780$5,864iApproximate average salary by contribution assumption: employee only about $146,611 at 4% or $97,741 at 6%; with 50% employer match about $97,741 at 4% or $65,160 at 6%; with 100% employer match about $73,306 at 4% or $48,870 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$575,118$52,780$5,864iApproximate average salary by contribution assumption: employee only about $146,611 at 4% or $97,741 at 6%; with 50% employer match about $97,741 at 4% or $65,160 at 6%; with 100% employer match about $73,306 at 4% or $48,870 at 6%.
201419$537,646$52,602$5,845iApproximate average salary by contribution assumption: employee only about $146,117 at 4% or $97,411 at 6%; with 50% employer match about $97,411 at 4% or $64,941 at 6%; with 100% employer match about $73,058 at 4% or $48,706 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$537,646$52,602$5,845iApproximate average salary by contribution assumption: employee only about $146,117 at 4% or $97,411 at 6%; with 50% employer match about $97,411 at 4% or $64,941 at 6%; with 100% employer match about $73,058 at 4% or $48,706 at 6%.
201319$470,252$52,305$5,812iApproximate average salary by contribution assumption: employee only about $145,292 at 4% or $96,861 at 6%; with 50% employer match about $96,861 at 4% or $64,574 at 6%; with 100% employer match about $72,646 at 4% or $48,431 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$470,252$52,305$5,812iApproximate average salary by contribution assumption: employee only about $145,292 at 4% or $96,861 at 6%; with 50% employer match about $96,861 at 4% or $64,574 at 6%; with 100% employer match about $72,646 at 4% or $48,431 at 6%.
201219$347,725$50,046$5,561iApproximate average salary by contribution assumption: employee only about $139,017 at 4% or $92,678 at 6%; with 50% employer match about $92,678 at 4% or $61,785 at 6%; with 100% employer match about $69,508 at 4% or $46,339 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$347,725$50,046$5,561iApproximate average salary by contribution assumption: employee only about $139,017 at 4% or $92,678 at 6%; with 50% employer match about $92,678 at 4% or $61,785 at 6%; with 100% employer match about $69,508 at 4% or $46,339 at 6%.
201118$261,610$49,236$6,155iApproximate average salary by contribution assumption: employee only about $153,863 at 4% or $102,575 at 6%; with 50% employer match about $102,575 at 4% or $68,383 at 6%; with 100% employer match about $76,931 at 4% or $51,288 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-8$261,610$49,236$6,155iApproximate average salary by contribution assumption: employee only about $153,863 at 4% or $102,575 at 6%; with 50% employer match about $102,575 at 4% or $68,383 at 6%; with 100% employer match about $76,931 at 4% or $51,288 at 6%.
201018$228,280$50,900$6,363iApproximate average salary by contribution assumption: employee only about $159,063 at 4% or $106,042 at 6%; with 50% employer match about $106,042 at 4% or $70,694 at 6%; with 100% employer match about $79,531 at 4% or $53,021 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-8$228,280$50,900$6,363iApproximate average salary by contribution assumption: employee only about $159,063 at 4% or $106,042 at 6%; with 50% employer match about $106,042 at 4% or $70,694 at 6%; with 100% employer match about $79,531 at 4% or $53,021 at 6%.
200919$154,289$103,410$11,490iApproximate average salary by contribution assumption: employee only about $287,250 at 4% or $191,500 at 6%; with 50% employer match about $191,500 at 4% or $127,667 at 6%; with 100% employer match about $143,625 at 4% or $95,750 at 6%.
Cedar Valley Orthodontics Inc. 401(K) Plan-9$154,289$103,410$11,490iApproximate average salary by contribution assumption: employee only about $287,250 at 4% or $191,500 at 6%; with 50% employer match about $191,500 at 4% or $127,667 at 6%; with 100% employer match about $143,625 at 4% or $95,750 at 6%.