Civic Intelligence

Brian J. Schabel, Dds, Ms & Vivian H. Chan, Dds, Ms Inc.

Plan context: North Coast Orthodontics 401(K) Plan

EIN 26-1464574 • Capitola, CA • 18 filings • 2 plans

1830 41st AvenueCapitola, CA 95010
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,851,614

2025 Contributions

$66,339

Historical Graphs

Total Assets Over Time

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

$3,851,614$1,925,807$0201420202025YearValue
$3,851,614Latest year 2025

Participants Over Time

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

950201420202025YearValue
8Latest year 2025

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
202528$3,851,614$66,339$8,292iApproximate average salary by contribution assumption: employee only about $207,309 at 4% or $138,206 at 6%; with 50% employer match about $138,206 at 4% or $92,138 at 6%; with 100% employer match about $103,655 at 4% or $69,103 at 6%.
North Coast Orthodontics 401(K) Plan-8$2,499,110$66,339$8,292iApproximate average salary by contribution assumption: employee only about $207,309 at 4% or $138,206 at 6%; with 50% employer match about $138,206 at 4% or $92,138 at 6%; with 100% employer match about $103,655 at 4% or $69,103 at 6%.
NORTH COAST ORTHODONTICS CASH BALANCE PLAN-8$1,352,504$0-
202427$3,264,380$74,044$10,578iApproximate average salary by contribution assumption: employee only about $264,443 at 4% or $176,295 at 6%; with 50% employer match about $176,295 at 4% or $117,530 at 6%; with 100% employer match about $132,221 at 4% or $88,148 at 6%.
North Coast Orthodontics 401(K) Plan-7$2,065,885$74,044$10,578iApproximate average salary by contribution assumption: employee only about $264,443 at 4% or $176,295 at 6%; with 50% employer match about $176,295 at 4% or $117,530 at 6%; with 100% employer match about $132,221 at 4% or $88,148 at 6%.
NORTH COAST ORTHODONTICS CASH BALANCE PLAN-7$1,198,495$0-
202328$2,722,757$362,629$45,329iApproximate average salary by contribution assumption: employee only about $1,133,216 at 4% or $755,477 at 6%; with 50% employer match about $755,477 at 4% or $503,651 at 6%; with 100% employer match about $566,608 at 4% or $377,739 at 6%.
North Coast Orthodontics 401(K) Plan-8$1,608,437$91,171$11,396iApproximate average salary by contribution assumption: employee only about $284,909 at 4% or $189,940 at 6%; with 50% employer match about $189,940 at 4% or $126,626 at 6%; with 100% employer match about $142,455 at 4% or $94,970 at 6%.
NORTH COAST ORTHODONTICS CASH BALANCE PLAN-7$1,114,320$271,458$38,780iApproximate average salary by contribution assumption: employee only about $969,493 at 4% or $646,329 at 6%; with 50% employer match about $646,329 at 4% or $430,886 at 6%; with 100% employer match about $484,746 at 4% or $323,164 at 6%.
202228$1,954,131$371,137$46,392iApproximate average salary by contribution assumption: employee only about $1,159,803 at 4% or $773,202 at 6%; with 50% employer match about $773,202 at 4% or $515,468 at 6%; with 100% employer match about $579,902 at 4% or $386,601 at 6%.
North Coast Orthodontics 401(K) Plan-8$1,208,302$76,723$9,590iApproximate average salary by contribution assumption: employee only about $239,759 at 4% or $159,840 at 6%; with 50% employer match about $159,840 at 4% or $106,560 at 6%; with 100% employer match about $119,880 at 4% or $79,920 at 6%.
NORTH COAST ORTHODONTICS CASH BALANCE PLAN-5$745,829$294,414$58,883iApproximate average salary by contribution assumption: employee only about $1,472,070 at 4% or $981,380 at 6%; with 50% employer match about $981,380 at 4% or $654,253 at 6%; with 100% employer match about $736,035 at 4% or $490,690 at 6%.
202127$1,933,642$345,374$49,339iApproximate average salary by contribution assumption: employee only about $1,233,479 at 4% or $822,319 at 6%; with 50% employer match about $822,319 at 4% or $548,213 at 6%; with 100% employer match about $616,739 at 4% or $411,160 at 6%.
North Coast Orthodontics 401(K) Plan-7$1,382,326$69,788$9,970iApproximate average salary by contribution assumption: employee only about $249,243 at 4% or $166,162 at 6%; with 50% employer match about $166,162 at 4% or $110,775 at 6%; with 100% employer match about $124,621 at 4% or $83,081 at 6%.
NORTH COAST ORTHODONTICS CASH BALANCE PLAN-5$551,316$275,586$55,117iApproximate average salary by contribution assumption: employee only about $1,377,930 at 4% or $918,620 at 6%; with 50% employer match about $918,620 at 4% or $612,413 at 6%; with 100% employer match about $688,965 at 4% or $459,310 at 6%.
202027$1,290,307$346,095$49,442iApproximate average salary by contribution assumption: employee only about $1,236,054 at 4% or $824,036 at 6%; with 50% employer match about $824,036 at 4% or $549,357 at 6%; with 100% employer match about $618,027 at 4% or $412,018 at 6%.
North Coast Orthodontics 401(K) Plan-7$1,020,036$75,824$10,832iApproximate average salary by contribution assumption: employee only about $270,800 at 4% or $180,533 at 6%; with 50% employer match about $180,533 at 4% or $120,356 at 6%; with 100% employer match about $135,400 at 4% or $90,267 at 6%.
NORTH COAST ORTHODONTICS CASH BALANCE PLAN-6$270,271$270,271$45,045iApproximate average salary by contribution assumption: employee only about $1,126,129 at 4% or $750,753 at 6%; with 50% employer match about $750,753 at 4% or $500,502 at 6%; with 100% employer match about $563,065 at 4% or $375,376 at 6%.
201918$970,607$121,006$15,126iApproximate average salary by contribution assumption: employee only about $378,144 at 4% or $252,096 at 6%; with 50% employer match about $252,096 at 4% or $168,064 at 6%; with 100% employer match about $189,072 at 4% or $126,048 at 6%.
North Coast Orthodontics 401(K) Plan-8$970,607$121,006$15,126iApproximate average salary by contribution assumption: employee only about $378,144 at 4% or $252,096 at 6%; with 50% employer match about $252,096 at 4% or $168,064 at 6%; with 100% employer match about $189,072 at 4% or $126,048 at 6%.
201819$668,034$130,510$14,501iApproximate average salary by contribution assumption: employee only about $362,528 at 4% or $241,685 at 6%; with 50% employer match about $241,685 at 4% or $161,123 at 6%; with 100% employer match about $181,264 at 4% or $120,843 at 6%.
North Coast Orthodontics 401(K) Plan-9$668,034$130,510$14,501iApproximate average salary by contribution assumption: employee only about $362,528 at 4% or $241,685 at 6%; with 50% employer match about $241,685 at 4% or $161,123 at 6%; with 100% employer match about $181,264 at 4% or $120,843 at 6%.
201717$579,930$127,649$18,236iApproximate average salary by contribution assumption: employee only about $455,889 at 4% or $303,926 at 6%; with 50% employer match about $303,926 at 4% or $202,617 at 6%; with 100% employer match about $227,945 at 4% or $151,963 at 6%.
North Coast Orthodontics 401(K) Plan-7$579,930$127,649$18,236iApproximate average salary by contribution assumption: employee only about $455,889 at 4% or $303,926 at 6%; with 50% employer match about $303,926 at 4% or $202,617 at 6%; with 100% employer match about $227,945 at 4% or $151,963 at 6%.
201616$387,563$118,057$19,676iApproximate average salary by contribution assumption: employee only about $491,904 at 4% or $327,936 at 6%; with 50% employer match about $327,936 at 4% or $218,624 at 6%; with 100% employer match about $245,952 at 4% or $163,968 at 6%.
North Coast Orthodontics 401(K) Plan-6$387,563$118,057$19,676iApproximate average salary by contribution assumption: employee only about $491,904 at 4% or $327,936 at 6%; with 50% employer match about $327,936 at 4% or $218,624 at 6%; with 100% employer match about $245,952 at 4% or $163,968 at 6%.
201516$241,723$126,966$21,161iApproximate average salary by contribution assumption: employee only about $529,025 at 4% or $352,683 at 6%; with 50% employer match about $352,683 at 4% or $235,122 at 6%; with 100% employer match about $264,513 at 4% or $176,342 at 6%.
North Coast Orthodontics 401(K) Plan-6$241,723$126,966$21,161iApproximate average salary by contribution assumption: employee only about $529,025 at 4% or $352,683 at 6%; with 50% employer match about $352,683 at 4% or $235,122 at 6%; with 100% employer match about $264,513 at 4% or $176,342 at 6%.
201413$113,331$110,341$36,780iApproximate average salary by contribution assumption: employee only about $919,508 at 4% or $613,006 at 6%; with 50% employer match about $613,006 at 4% or $408,670 at 6%; with 100% employer match about $459,754 at 4% or $306,503 at 6%.
North Coast Orthodontics 401(K) Plan-3$113,331$110,341$36,780iApproximate average salary by contribution assumption: employee only about $919,508 at 4% or $613,006 at 6%; with 50% employer match about $613,006 at 4% or $408,670 at 6%; with 100% employer match about $459,754 at 4% or $306,503 at 6%.