Civic Intelligence

TREVOR S. BECK, DDS INC.

Plan context: BECK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN

EIN 26-3936956 • Arroyo Grande, CA • 5 filings • 2 plans

383 Village Glen DriveArroyo Grande, CA 93420
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,489,965

2025 Contributions

$133,395

Historical Graphs

Total Assets Over Time

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

$1,489,965$744,983$0202120232025YearValue
$1,489,965Latest year 2025

Participants Over Time

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

1160202120232025YearValue
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
202518$1,489,965$133,395$16,674iApproximate average salary by contribution assumption: employee only about $416,859 at 4% or $277,906 at 6%; with 50% employer match about $277,906 at 4% or $185,271 at 6%; with 100% employer match about $208,430 at 4% or $138,953 at 6%.
BECK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN-8$1,489,965$133,395$16,674iApproximate average salary by contribution assumption: employee only about $416,859 at 4% or $277,906 at 6%; with 50% employer match about $277,906 at 4% or $185,271 at 6%; with 100% employer match about $208,430 at 4% or $138,953 at 6%.
202418$1,315,422$210,676$26,335iApproximate average salary by contribution assumption: employee only about $658,363 at 4% or $438,908 at 6%; with 50% employer match about $438,908 at 4% or $292,606 at 6%; with 100% employer match about $329,181 at 4% or $219,454 at 6%.
BECK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN-8$1,315,422$210,676$26,335iApproximate average salary by contribution assumption: employee only about $658,363 at 4% or $438,908 at 6%; with 50% employer match about $438,908 at 4% or $292,606 at 6%; with 100% employer match about $329,181 at 4% or $219,454 at 6%.
202319$1,069,006$117,780$13,087iApproximate average salary by contribution assumption: employee only about $327,167 at 4% or $218,111 at 6%; with 50% employer match about $218,111 at 4% or $145,407 at 6%; with 100% employer match about $163,583 at 4% or $109,056 at 6%.
BECK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN-9$1,069,006$117,780$13,087iApproximate average salary by contribution assumption: employee only about $327,167 at 4% or $218,111 at 6%; with 50% employer match about $218,111 at 4% or $145,407 at 6%; with 100% employer match about $163,583 at 4% or $109,056 at 6%.
2022111$824,035$128,605$11,691iApproximate average salary by contribution assumption: employee only about $292,284 at 4% or $194,856 at 6%; with 50% employer match about $194,856 at 4% or $129,904 at 6%; with 100% employer match about $146,142 at 4% or $97,428 at 6%.
BECK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN-11$824,035$128,605$11,691iApproximate average salary by contribution assumption: employee only about $292,284 at 4% or $194,856 at 6%; with 50% employer match about $194,856 at 4% or $129,904 at 6%; with 100% employer match about $146,142 at 4% or $97,428 at 6%.
2021110$860,881$48,142$4,814iApproximate average salary by contribution assumption: employee only about $120,355 at 4% or $80,237 at 6%; with 50% employer match about $80,237 at 4% or $53,491 at 6%; with 100% employer match about $60,178 at 4% or $40,118 at 6%.
VOSS & BECK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN-10$860,881$48,142$4,814iApproximate average salary by contribution assumption: employee only about $120,355 at 4% or $80,237 at 6%; with 50% employer match about $80,237 at 4% or $53,491 at 6%; with 100% employer match about $60,178 at 4% or $40,118 at 6%.