Civic Intelligence

Steve Wong Orthodontics PC.

Plan context: Steve Wong Orthodontics, P. C. 401(K) Retirement Plan

EIN 34-2027093 • South Bend, IN • 12 filings • 2 plans

60770 Rue Dulac East DriveSouth Bend, IN 46614
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$4,080,860

2025 Contributions

$83,823

Historical Graphs

Total Assets Over Time

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

$4,080,860$2,040,430$0201420202025YearValue
$4,080,860Latest year 2025

Participants Over Time

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

1160201420202025YearValue
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$4,080,860$83,823$10,478iApproximate average salary by contribution assumption: employee only about $261,947 at 4% or $174,631 at 6%; with 50% employer match about $174,631 at 4% or $116,421 at 6%; with 100% employer match about $130,973 at 4% or $87,316 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-8$4,080,860$83,823$10,478iApproximate average salary by contribution assumption: employee only about $261,947 at 4% or $174,631 at 6%; with 50% employer match about $174,631 at 4% or $116,421 at 6%; with 100% employer match about $130,973 at 4% or $87,316 at 6%.
202418$3,331,601$80,335$10,042iApproximate average salary by contribution assumption: employee only about $251,047 at 4% or $167,365 at 6%; with 50% employer match about $167,365 at 4% or $111,576 at 6%; with 100% employer match about $125,523 at 4% or $83,682 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-8$3,331,601$80,335$10,042iApproximate average salary by contribution assumption: employee only about $251,047 at 4% or $167,365 at 6%; with 50% employer match about $167,365 at 4% or $111,576 at 6%; with 100% employer match about $125,523 at 4% or $83,682 at 6%.
202319$2,924,111$77,014$8,557iApproximate average salary by contribution assumption: employee only about $213,928 at 4% or $142,619 at 6%; with 50% employer match about $142,619 at 4% or $95,079 at 6%; with 100% employer match about $106,964 at 4% or $71,309 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-9$2,924,111$77,014$8,557iApproximate average salary by contribution assumption: employee only about $213,928 at 4% or $142,619 at 6%; with 50% employer match about $142,619 at 4% or $95,079 at 6%; with 100% employer match about $106,964 at 4% or $71,309 at 6%.
2022111$2,460,529$71,482$6,498iApproximate average salary by contribution assumption: employee only about $162,459 at 4% or $108,306 at 6%; with 50% employer match about $108,306 at 4% or $72,204 at 6%; with 100% employer match about $81,230 at 4% or $54,153 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-11$2,460,529$71,482$6,498iApproximate average salary by contribution assumption: employee only about $162,459 at 4% or $108,306 at 6%; with 50% employer match about $108,306 at 4% or $72,204 at 6%; with 100% employer match about $81,230 at 4% or $54,153 at 6%.
202119$2,788,790$71,260$7,918iApproximate average salary by contribution assumption: employee only about $197,944 at 4% or $131,963 at 6%; with 50% employer match about $131,963 at 4% or $87,975 at 6%; with 100% employer match about $98,972 at 4% or $65,981 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-9$2,788,790$71,260$7,918iApproximate average salary by contribution assumption: employee only about $197,944 at 4% or $131,963 at 6%; with 50% employer match about $131,963 at 4% or $87,975 at 6%; with 100% employer match about $98,972 at 4% or $65,981 at 6%.
202019$2,359,250$67,461$7,496iApproximate average salary by contribution assumption: employee only about $187,392 at 4% or $124,928 at 6%; with 50% employer match about $124,928 at 4% or $83,285 at 6%; with 100% employer match about $93,696 at 4% or $62,464 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-9$2,359,250$67,461$7,496iApproximate average salary by contribution assumption: employee only about $187,392 at 4% or $124,928 at 6%; with 50% employer match about $124,928 at 4% or $83,285 at 6%; with 100% employer match about $93,696 at 4% or $62,464 at 6%.
201919$2,033,944$68,922$7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-9$2,033,944$68,922$7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%.
201819$1,591,079$67,161$7,462iApproximate average salary by contribution assumption: employee only about $186,558 at 4% or $124,372 at 6%; with 50% employer match about $124,372 at 4% or $82,915 at 6%; with 100% employer match about $93,279 at 4% or $62,186 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-9$1,591,079$67,161$7,462iApproximate average salary by contribution assumption: employee only about $186,558 at 4% or $124,372 at 6%; with 50% employer match about $124,372 at 4% or $82,915 at 6%; with 100% employer match about $93,279 at 4% or $62,186 at 6%.
2017110$1,695,230$67,881$6,788iApproximate average salary by contribution assumption: employee only about $169,703 at 4% or $113,135 at 6%; with 50% employer match about $113,135 at 4% or $75,423 at 6%; with 100% employer match about $84,851 at 4% or $56,568 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-10$1,695,230$67,881$6,788iApproximate average salary by contribution assumption: employee only about $169,703 at 4% or $113,135 at 6%; with 50% employer match about $113,135 at 4% or $75,423 at 6%; with 100% employer match about $84,851 at 4% or $56,568 at 6%.
201619$1,377,406$3,994$444iApproximate average salary by contribution assumption: employee only about $11,094 at 4% or $7,396 at 6%; with 50% employer match about $7,396 at 4% or $4,931 at 6%; with 100% employer match about $5,547 at 4% or $3,698 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-9$1,377,406$3,994$444iApproximate average salary by contribution assumption: employee only about $11,094 at 4% or $7,396 at 6%; with 50% employer match about $7,396 at 4% or $4,931 at 6%; with 100% employer match about $5,547 at 4% or $3,698 at 6%.
201517$1,273,424$69,029$9,861iApproximate average salary by contribution assumption: employee only about $246,532 at 4% or $164,355 at 6%; with 50% employer match about $164,355 at 4% or $109,570 at 6%; with 100% employer match about $123,266 at 4% or $82,177 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-7$1,273,424$69,029$9,861iApproximate average salary by contribution assumption: employee only about $246,532 at 4% or $164,355 at 6%; with 50% employer match about $164,355 at 4% or $109,570 at 6%; with 100% employer match about $123,266 at 4% or $82,177 at 6%.
201419$1,264,952$69,420$7,713iApproximate average salary by contribution assumption: employee only about $192,833 at 4% or $128,556 at 6%; with 50% employer match about $128,556 at 4% or $85,704 at 6%; with 100% employer match about $96,417 at 4% or $64,278 at 6%.
Steve Wong Orthodontics, P. C. 401(K) Retirement Plan-9$1,264,952$69,420$7,713iApproximate average salary by contribution assumption: employee only about $192,833 at 4% or $128,556 at 6%; with 50% employer match about $128,556 at 4% or $85,704 at 6%; with 100% employer match about $96,417 at 4% or $64,278 at 6%.