Civic Intelligence

Sophia Updike, Dds Inc.

Plan context: Updike Orthodontics 401(K) Plan

EIN 30-0760278 • Cerritos, CA • 19 filings • 2 plans

13528 Charlwood CircleCerritos, CA 90703
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,138,984

2024 Contributions

$206,720

Historical Graphs

Total Assets Over Time

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

$4,138,984$2,069,492$0201320192024YearValue
$4,138,984Latest year 2024

Participants Over Time

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

1580201320192024YearValue
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$4,138,984$206,720$13,781iApproximate average salary by contribution assumption: employee only about $344,533 at 4% or $229,689 at 6%; with 50% employer match about $229,689 at 4% or $153,126 at 6%; with 100% employer match about $172,267 at 4% or $114,844 at 6%.
Updike Orthodontics 401(K) Plan-15$2,571,846$106,720$7,115iApproximate average salary by contribution assumption: employee only about $177,867 at 4% or $118,578 at 6%; with 50% employer match about $118,578 at 4% or $79,052 at 6%; with 100% employer match about $88,933 at 4% or $59,289 at 6%.
Sophia Updike, Dds Inc. Defined Benefit Pension Plan-12$1,567,138$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2023215$3,384,331$163,567$10,904iApproximate average salary by contribution assumption: employee only about $272,612 at 4% or $181,741 at 6%; with 50% employer match about $181,741 at 4% or $121,161 at 6%; with 100% employer match about $136,306 at 4% or $90,871 at 6%.
Updike Orthodontics 401(K) Plan-10$2,163,420$86,567$8,657iApproximate average salary by contribution assumption: employee only about $216,418 at 4% or $144,278 at 6%; with 50% employer match about $144,278 at 4% or $96,186 at 6%; with 100% employer match about $108,209 at 4% or $72,139 at 6%.
Sophia Updike, Dds Inc. Defined Benefit Pension Plan-15$1,220,911$77,000$5,133iApproximate average salary by contribution assumption: employee only about $128,333 at 4% or $85,556 at 6%; with 50% employer match about $85,556 at 4% or $57,037 at 6%; with 100% employer match about $64,167 at 4% or $42,778 at 6%.
2022211$2,701,044$409,728$37,248iApproximate average salary by contribution assumption: employee only about $931,200 at 4% or $620,800 at 6%; with 50% employer match about $620,800 at 4% or $413,867 at 6%; with 100% employer match about $465,600 at 4% or $310,400 at 6%.
Updike Orthodontics 401(K) Plan-10$1,772,841$83,728$8,373iApproximate average salary by contribution assumption: employee only about $209,320 at 4% or $139,547 at 6%; with 50% employer match about $139,547 at 4% or $93,031 at 6%; with 100% employer match about $104,660 at 4% or $69,773 at 6%.
Sophia Updike, Dds Inc. Defined Benefit Pension Plan-11$928,203$326,000$29,636iApproximate average salary by contribution assumption: employee only about $740,909 at 4% or $493,939 at 6%; with 50% employer match about $493,939 at 4% or $329,293 at 6%; with 100% employer match about $370,455 at 4% or $246,970 at 6%.
2021211$2,766,844$250,599$22,782iApproximate average salary by contribution assumption: employee only about $569,543 at 4% or $379,695 at 6%; with 50% employer match about $379,695 at 4% or $253,130 at 6%; with 100% employer match about $284,772 at 4% or $189,848 at 6%.
Updike Orthodontics 401(K) Plan-11$2,043,755$50,599$4,600iApproximate average salary by contribution assumption: employee only about $114,998 at 4% or $76,665 at 6%; with 50% employer match about $76,665 at 4% or $51,110 at 6%; with 100% employer match about $57,499 at 4% or $38,333 at 6%.
Sophia Updike, Dds Inc. Defined Benefit Pension Plan-8$723,089$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2020211$2,153,097$210,151$19,105iApproximate average salary by contribution assumption: employee only about $477,616 at 4% or $318,411 at 6%; with 50% employer match about $318,411 at 4% or $212,274 at 6%; with 100% employer match about $238,808 at 4% or $159,205 at 6%.
Updike Orthodontics 401(K) Plan-11$1,719,473$47,794$4,345iApproximate average salary by contribution assumption: employee only about $108,623 at 4% or $72,415 at 6%; with 50% employer match about $72,415 at 4% or $48,277 at 6%; with 100% employer match about $54,311 at 4% or $36,208 at 6%.
Sophia Updike, Dds Inc. Defined Benefit Pension Plan-8$433,624$162,357$20,295iApproximate average salary by contribution assumption: employee only about $507,366 at 4% or $338,244 at 6%; with 50% employer match about $338,244 at 4% or $225,496 at 6%; with 100% employer match about $253,683 at 4% or $169,122 at 6%.
201929$1,658,886$161,779$17,975iApproximate average salary by contribution assumption: employee only about $449,386 at 4% or $299,591 at 6%; with 50% employer match about $299,591 at 4% or $199,727 at 6%; with 100% employer match about $224,693 at 4% or $149,795 at 6%.
Updike Orthodontics 401(K) Plan-9$1,437,240$56,026$6,225iApproximate average salary by contribution assumption: employee only about $155,628 at 4% or $103,752 at 6%; with 50% employer match about $103,752 at 4% or $69,168 at 6%; with 100% employer match about $77,814 at 4% or $51,876 at 6%.
Sophia Updike, Dds Inc. Defined Benefit Pension Plan-6$221,646$105,753$17,626iApproximate average salary by contribution assumption: employee only about $440,638 at 4% or $293,758 at 6%; with 50% employer match about $293,758 at 4% or $195,839 at 6%; with 100% employer match about $220,319 at 4% or $146,879 at 6%.
2018210$1,211,240$709,396$70,940iApproximate average salary by contribution assumption: employee only about $1,773,490 at 4% or $1,182,327 at 6%; with 50% employer match about $1,182,327 at 4% or $788,218 at 6%; with 100% employer match about $886,745 at 4% or $591,163 at 6%.
Updike Orthodontics 401(K) Plan-10$1,110,235$608,391$60,839iApproximate average salary by contribution assumption: employee only about $1,520,978 at 4% or $1,013,985 at 6%; with 50% employer match about $1,013,985 at 4% or $675,990 at 6%; with 100% employer match about $760,489 at 4% or $506,993 at 6%.
Sophia Updike, Dds Inc. Defined Benefit Pension Plan-7$101,005$101,005$14,429iApproximate average salary by contribution assumption: employee only about $360,732 at 4% or $240,488 at 6%; with 50% employer match about $240,488 at 4% or $160,325 at 6%; with 100% employer match about $180,366 at 4% or $120,244 at 6%.
201718$579,806$75,265$9,408iApproximate average salary by contribution assumption: employee only about $235,203 at 4% or $156,802 at 6%; with 50% employer match about $156,802 at 4% or $104,535 at 6%; with 100% employer match about $117,602 at 4% or $78,401 at 6%.
Updike Orthodontics 401(K) Plan-8$579,806$75,265$9,408iApproximate average salary by contribution assumption: employee only about $235,203 at 4% or $156,802 at 6%; with 50% employer match about $156,802 at 4% or $104,535 at 6%; with 100% employer match about $117,602 at 4% or $78,401 at 6%.
201616$415,058$68,409$11,402iApproximate average salary by contribution assumption: employee only about $285,038 at 4% or $190,025 at 6%; with 50% employer match about $190,025 at 4% or $126,683 at 6%; with 100% employer match about $142,519 at 4% or $95,013 at 6%.
Updike Orthodontics 401(K) Plan-6$415,058$68,409$11,402iApproximate average salary by contribution assumption: employee only about $285,038 at 4% or $190,025 at 6%; with 50% employer match about $190,025 at 4% or $126,683 at 6%; with 100% employer match about $142,519 at 4% or $95,013 at 6%.
201517$319,684$73,147$10,450iApproximate average salary by contribution assumption: employee only about $261,239 at 4% or $174,160 at 6%; with 50% employer match about $174,160 at 4% or $116,106 at 6%; with 100% employer match about $130,620 at 4% or $87,080 at 6%.
Updike Orthodontics 401(K) Plan-7$319,684$73,147$10,450iApproximate average salary by contribution assumption: employee only about $261,239 at 4% or $174,160 at 6%; with 50% employer match about $174,160 at 4% or $116,106 at 6%; with 100% employer match about $130,620 at 4% or $87,080 at 6%.
201415$253,430$75,649$15,130iApproximate average salary by contribution assumption: employee only about $378,245 at 4% or $252,163 at 6%; with 50% employer match about $252,163 at 4% or $168,109 at 6%; with 100% employer match about $189,123 at 4% or $126,082 at 6%.
Updike Orthodontics 401(K) Plan-5$253,430$75,649$15,130iApproximate average salary by contribution assumption: employee only about $378,245 at 4% or $252,163 at 6%; with 50% employer match about $252,163 at 4% or $168,109 at 6%; with 100% employer match about $189,123 at 4% or $126,082 at 6%.
201315$163,508$76,496$15,299iApproximate average salary by contribution assumption: employee only about $382,480 at 4% or $254,987 at 6%; with 50% employer match about $254,987 at 4% or $169,991 at 6%; with 100% employer match about $191,240 at 4% or $127,493 at 6%.
Updike Orthodontics 401(K) Plan-5$163,508$76,496$15,299iApproximate average salary by contribution assumption: employee only about $382,480 at 4% or $254,987 at 6%; with 50% employer match about $254,987 at 4% or $169,991 at 6%; with 100% employer match about $191,240 at 4% or $127,493 at 6%.