Civic Intelligence

JERRY WANG, DDS, MD, INC

Plan context: JERRY WANG DDS, MD 401(K) PLAN

EIN 35-2184069 • Pleasanton, CA • 23 filings • 2 plans

1475 Cedarwood Lane#APleasanton, CA 95466
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,037,865

2025 Contributions

$77,895

Historical Graphs

Total Assets Over Time

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

$2,011,664$1,005,832$0201020182025YearValue
$1,037,865Latest year 2025

Participants Over Time

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

630201020182025YearValue
6Latest 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
202516$1,037,865$77,895$12,983iApproximate average salary by contribution assumption: employee only about $324,563 at 4% or $216,375 at 6%; with 50% employer match about $216,375 at 4% or $144,250 at 6%; with 100% employer match about $162,281 at 4% or $108,188 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-6$1,037,865$77,895$12,983iApproximate average salary by contribution assumption: employee only about $324,563 at 4% or $216,375 at 6%; with 50% employer match about $216,375 at 4% or $144,250 at 6%; with 100% employer match about $162,281 at 4% or $108,188 at 6%.
202426$2,011,664$161,290$26,882iApproximate average salary by contribution assumption: employee only about $672,042 at 4% or $448,028 at 6%; with 50% employer match about $448,028 at 4% or $298,685 at 6%; with 100% employer match about $336,021 at 4% or $224,014 at 6%.
JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN-6$1,059,100$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-6$952,564$36,290$6,048iApproximate average salary by contribution assumption: employee only about $151,208 at 4% or $100,806 at 6%; with 50% employer match about $100,806 at 4% or $67,204 at 6%; with 100% employer match about $75,604 at 4% or $50,403 at 6%.
202325$1,687,959$350,142$70,028iApproximate average salary by contribution assumption: employee only about $1,750,710 at 4% or $1,167,140 at 6%; with 50% employer match about $1,167,140 at 4% or $778,093 at 6%; with 100% employer match about $875,355 at 4% or $583,570 at 6%.
JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN-5$846,839$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-4$841,120$150,142$37,536iApproximate average salary by contribution assumption: employee only about $938,388 at 4% or $625,592 at 6%; with 50% employer match about $625,592 at 4% or $417,061 at 6%; with 100% employer match about $469,194 at 4% or $312,796 at 6%.
202225$1,240,179$106,085$21,217iApproximate average salary by contribution assumption: employee only about $530,425 at 4% or $353,617 at 6%; with 50% employer match about $353,617 at 4% or $235,744 at 6%; with 100% employer match about $265,213 at 4% or $176,808 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-5$634,601$86,085$17,217iApproximate average salary by contribution assumption: employee only about $430,425 at 4% or $286,950 at 6%; with 50% employer match about $286,950 at 4% or $191,300 at 6%; with 100% employer match about $215,213 at 4% or $143,475 at 6%.
JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN-5$605,578$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
202125$1,272,894$193,012$38,602iApproximate average salary by contribution assumption: employee only about $965,060 at 4% or $643,373 at 6%; with 50% employer match about $643,373 at 4% or $428,916 at 6%; with 100% employer match about $482,530 at 4% or $321,687 at 6%.
JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN-5$674,588$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-5$598,306$43,012$8,602iApproximate average salary by contribution assumption: employee only about $215,060 at 4% or $143,373 at 6%; with 50% employer match about $143,373 at 4% or $95,582 at 6%; with 100% employer match about $107,530 at 4% or $71,687 at 6%.
202026$1,037,073$200,080$33,347iApproximate average salary by contribution assumption: employee only about $833,667 at 4% or $555,778 at 6%; with 50% employer match about $555,778 at 4% or $370,519 at 6%; with 100% employer match about $416,833 at 4% or $277,889 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-6$548,652$41,080$6,847iApproximate average salary by contribution assumption: employee only about $171,167 at 4% or $114,111 at 6%; with 50% employer match about $114,111 at 4% or $76,074 at 6%; with 100% employer match about $85,583 at 4% or $57,056 at 6%.
JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN-5$488,421$159,000$31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%.
201926$840,054$225,752$37,625iApproximate average salary by contribution assumption: employee only about $940,633 at 4% or $627,089 at 6%; with 50% employer match about $627,089 at 4% or $418,059 at 6%; with 100% employer match about $470,317 at 4% or $313,544 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-6$525,728$70,979$11,830iApproximate average salary by contribution assumption: employee only about $295,746 at 4% or $197,164 at 6%; with 50% employer match about $197,164 at 4% or $131,443 at 6%; with 100% employer match about $147,873 at 4% or $98,582 at 6%.
JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN-5$314,326$154,773$30,955iApproximate average salary by contribution assumption: employee only about $773,865 at 4% or $515,910 at 6%; with 50% employer match about $515,910 at 4% or $343,940 at 6%; with 100% employer match about $386,933 at 4% or $257,955 at 6%.
201823$563,940$217,336$72,445iApproximate average salary by contribution assumption: employee only about $1,811,133 at 4% or $1,207,422 at 6%; with 50% employer match about $1,207,422 at 4% or $804,948 at 6%; with 100% employer match about $905,567 at 4% or $603,711 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-3$410,940$64,336$21,445iApproximate average salary by contribution assumption: employee only about $536,133 at 4% or $357,422 at 6%; with 50% employer match about $357,422 at 4% or $238,281 at 6%; with 100% employer match about $268,067 at 4% or $178,711 at 6%.
JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN-3$153,000$153,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201712$357,361$70,097$35,049iApproximate average salary by contribution assumption: employee only about $876,213 at 4% or $584,142 at 6%; with 50% employer match about $584,142 at 4% or $389,428 at 6%; with 100% employer match about $438,106 at 4% or $292,071 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-2$357,361$70,097$35,049iApproximate average salary by contribution assumption: employee only about $876,213 at 4% or $584,142 at 6%; with 50% employer match about $584,142 at 4% or $389,428 at 6%; with 100% employer match about $438,106 at 4% or $292,071 at 6%.
201614$289,427$67,345$16,836iApproximate average salary by contribution assumption: employee only about $420,906 at 4% or $280,604 at 6%; with 50% employer match about $280,604 at 4% or $187,069 at 6%; with 100% employer match about $210,453 at 4% or $140,302 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-4$289,427$67,345$16,836iApproximate average salary by contribution assumption: employee only about $420,906 at 4% or $280,604 at 6%; with 50% employer match about $280,604 at 4% or $187,069 at 6%; with 100% employer match about $210,453 at 4% or $140,302 at 6%.
201514$192,968$76,521$19,130iApproximate average salary by contribution assumption: employee only about $478,256 at 4% or $318,838 at 6%; with 50% employer match about $318,838 at 4% or $212,558 at 6%; with 100% employer match about $239,128 at 4% or $159,419 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-4$192,968$76,521$19,130iApproximate average salary by contribution assumption: employee only about $478,256 at 4% or $318,838 at 6%; with 50% employer match about $318,838 at 4% or $212,558 at 6%; with 100% employer match about $239,128 at 4% or $159,419 at 6%.
201414$122,973$56,528$14,132iApproximate average salary by contribution assumption: employee only about $353,300 at 4% or $235,533 at 6%; with 50% employer match about $235,533 at 4% or $157,022 at 6%; with 100% employer match about $176,650 at 4% or $117,767 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-4$122,973$56,528$14,132iApproximate average salary by contribution assumption: employee only about $353,300 at 4% or $235,533 at 6%; with 50% employer match about $235,533 at 4% or $157,022 at 6%; with 100% employer match about $176,650 at 4% or $117,767 at 6%.
201313$66,711$65,281$21,760iApproximate average salary by contribution assumption: employee only about $544,008 at 4% or $362,672 at 6%; with 50% employer match about $362,672 at 4% or $241,781 at 6%; with 100% employer match about $272,004 at 4% or $181,336 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-3$66,711$65,281$21,760iApproximate average salary by contribution assumption: employee only about $544,008 at 4% or $362,672 at 6%; with 50% employer match about $362,672 at 4% or $241,781 at 6%; with 100% employer match about $272,004 at 4% or $181,336 at 6%.
201210$0$0-
JERRY WANG DDS, MD 401(K) PLAN-0$0--
201111$391,320$0-
JERRY WANG DDS, MD 401(K) PLAN-1$391,320--
201011$411,277$411,245$411,245iApproximate average salary by contribution assumption: employee only about $10,281,125 at 4% or $6,854,083 at 6%; with 50% employer match about $6,854,083 at 4% or $4,569,389 at 6%; with 100% employer match about $5,140,563 at 4% or $3,427,042 at 6%.
JERRY WANG DDS, MD 401(K) PLAN-1$411,277$411,245$411,245iApproximate average salary by contribution assumption: employee only about $10,281,125 at 4% or $6,854,083 at 6%; with 50% employer match about $6,854,083 at 4% or $4,569,389 at 6%; with 100% employer match about $5,140,563 at 4% or $3,427,042 at 6%.
JERRY WANG, DDS, MD, INC | EIN 35-2184069 | 2025 Form 5500 Company Profile