Civic Intelligence

Valley Periodontics S.C.

Plan context: Valley Periodontics S.C. Employees Profit Sharing Plan & Trust

EIN 39-1211323 • Appleton, WI • 26 filings • 3 plans

2535 Northern RoadAppleton, WI 54914-8753
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,957,228

2024 Contributions

$144,329

Historical Graphs

Total Assets Over Time

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

$3,957,228$1,978,614$0199920132024YearValue
$3,957,228Latest year 2024

Participants Over Time

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

20100199920122024YearValue
9Latest 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
202419$3,957,228$144,329$16,037iApproximate average salary by contribution assumption: employee only about $400,914 at 4% or $267,276 at 6%; with 50% employer match about $267,276 at 4% or $178,184 at 6%; with 100% employer match about $200,457 at 4% or $133,638 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-9$3,957,228$144,329$16,037iApproximate average salary by contribution assumption: employee only about $400,914 at 4% or $267,276 at 6%; with 50% employer match about $267,276 at 4% or $178,184 at 6%; with 100% employer match about $200,457 at 4% or $133,638 at 6%.
2023111$3,435,073$1,034,425$94,039iApproximate average salary by contribution assumption: employee only about $2,350,966 at 4% or $1,567,311 at 6%; with 50% employer match about $1,567,311 at 4% or $1,044,874 at 6%; with 100% employer match about $1,175,483 at 4% or $783,655 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-11$3,435,073$1,034,425$94,039iApproximate average salary by contribution assumption: employee only about $2,350,966 at 4% or $1,567,311 at 6%; with 50% employer match about $1,567,311 at 4% or $1,044,874 at 6%; with 100% employer match about $1,175,483 at 4% or $783,655 at 6%.
2022112$2,354,430$134,577$11,215iApproximate average salary by contribution assumption: employee only about $280,369 at 4% or $186,913 at 6%; with 50% employer match about $186,913 at 4% or $124,608 at 6%; with 100% employer match about $140,184 at 4% or $93,456 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-12$2,354,430$134,577$11,215iApproximate average salary by contribution assumption: employee only about $280,369 at 4% or $186,913 at 6%; with 50% employer match about $186,913 at 4% or $124,608 at 6%; with 100% employer match about $140,184 at 4% or $93,456 at 6%.
202119$2,734,214$116,843$12,983iApproximate average salary by contribution assumption: employee only about $324,564 at 4% or $216,376 at 6%; with 50% employer match about $216,376 at 4% or $144,251 at 6%; with 100% employer match about $162,282 at 4% or $108,188 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-9$2,734,214$116,843$12,983iApproximate average salary by contribution assumption: employee only about $324,564 at 4% or $216,376 at 6%; with 50% employer match about $216,376 at 4% or $144,251 at 6%; with 100% employer match about $162,282 at 4% or $108,188 at 6%.
2020111$2,254,072$253,794$23,072iApproximate average salary by contribution assumption: employee only about $576,805 at 4% or $384,536 at 6%; with 50% employer match about $384,536 at 4% or $256,358 at 6%; with 100% employer match about $288,402 at 4% or $192,268 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-11$2,254,072$253,794$23,072iApproximate average salary by contribution assumption: employee only about $576,805 at 4% or $384,536 at 6%; with 50% employer match about $384,536 at 4% or $256,358 at 6%; with 100% employer match about $288,402 at 4% or $192,268 at 6%.
2019114$1,881,462$131,600$9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-14$1,881,462$131,600$9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%.
2018112$1,509,988$128,759$10,730iApproximate average salary by contribution assumption: employee only about $268,248 at 4% or $178,832 at 6%; with 50% employer match about $178,832 at 4% or $119,221 at 6%; with 100% employer match about $134,124 at 4% or $89,416 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-12$1,509,988$128,759$10,730iApproximate average salary by contribution assumption: employee only about $268,248 at 4% or $178,832 at 6%; with 50% employer match about $178,832 at 4% or $119,221 at 6%; with 100% employer match about $134,124 at 4% or $89,416 at 6%.
201719$1,506,220$112,943$12,549iApproximate average salary by contribution assumption: employee only about $313,731 at 4% or $209,154 at 6%; with 50% employer match about $209,154 at 4% or $139,436 at 6%; with 100% employer match about $156,865 at 4% or $104,577 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-9$1,506,220$112,943$12,549iApproximate average salary by contribution assumption: employee only about $313,731 at 4% or $209,154 at 6%; with 50% employer match about $209,154 at 4% or $139,436 at 6%; with 100% employer match about $156,865 at 4% or $104,577 at 6%.
2016112$1,281,863$75,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-12$1,281,863$75,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
2015110$2,758,936$76,500$7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-10$2,758,936$76,500$7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%.
2014110$2,727,998$134,000$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-10$2,727,998$134,000$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
2013112$2,552,070$60,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-12$2,552,070$60,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2012113$2,096,039$40,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-13$2,096,039$40,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
2011113$2,120,864$30,050$2,312iApproximate average salary by contribution assumption: employee only about $57,788 at 4% or $38,526 at 6%; with 50% employer match about $38,526 at 4% or $25,684 at 6%; with 100% employer match about $28,894 at 4% or $19,263 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-13$2,120,864$30,050$2,312iApproximate average salary by contribution assumption: employee only about $57,788 at 4% or $38,526 at 6%; with 50% employer match about $38,526 at 4% or $25,684 at 6%; with 100% employer match about $28,894 at 4% or $19,263 at 6%.
2010115$2,496,454$48,327$3,222iApproximate average salary by contribution assumption: employee only about $80,545 at 4% or $53,697 at 6%; with 50% employer match about $53,697 at 4% or $35,798 at 6%; with 100% employer match about $40,273 at 4% or $26,848 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-15$2,496,454$48,327$3,222iApproximate average salary by contribution assumption: employee only about $80,545 at 4% or $53,697 at 6%; with 50% employer match about $53,697 at 4% or $35,798 at 6%; with 100% employer match about $40,273 at 4% or $26,848 at 6%.
2009113$3,075,195$10,000$769iApproximate average salary by contribution assumption: employee only about $19,231 at 4% or $12,821 at 6%; with 50% employer match about $12,821 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-13$3,075,195$10,000$769iApproximate average salary by contribution assumption: employee only about $19,231 at 4% or $12,821 at 6%; with 50% employer match about $12,821 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%.
2008115$2,576,701$48,327$3,222iApproximate average salary by contribution assumption: employee only about $80,545 at 4% or $53,697 at 6%; with 50% employer match about $53,697 at 4% or $35,798 at 6%; with 100% employer match about $40,273 at 4% or $26,848 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-15$2,576,701$48,327$3,222iApproximate average salary by contribution assumption: employee only about $80,545 at 4% or $53,697 at 6%; with 50% employer match about $53,697 at 4% or $35,798 at 6%; with 100% employer match about $40,273 at 4% or $26,848 at 6%.
2007115$0$0-
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-15---
2006116$3,376,076$45,956$2,872iApproximate average salary by contribution assumption: employee only about $71,806 at 4% or $47,871 at 6%; with 50% employer match about $47,871 at 4% or $31,914 at 6%; with 100% employer match about $35,903 at 4% or $23,935 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-16$3,376,076$45,956$2,872iApproximate average salary by contribution assumption: employee only about $71,806 at 4% or $47,871 at 6%; with 50% employer match about $47,871 at 4% or $31,914 at 6%; with 100% employer match about $35,903 at 4% or $23,935 at 6%.
2005118$3,030,610$48,648$2,703iApproximate average salary by contribution assumption: employee only about $67,567 at 4% or $45,044 at 6%; with 50% employer match about $45,044 at 4% or $30,030 at 6%; with 100% employer match about $33,783 at 4% or $22,522 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-18$3,030,610$48,648$2,703iApproximate average salary by contribution assumption: employee only about $67,567 at 4% or $45,044 at 6%; with 50% employer match about $45,044 at 4% or $30,030 at 6%; with 100% employer match about $33,783 at 4% or $22,522 at 6%.
2004120$2,741,971$53,484$2,674iApproximate average salary by contribution assumption: employee only about $66,855 at 4% or $44,570 at 6%; with 50% employer match about $44,570 at 4% or $29,713 at 6%; with 100% employer match about $33,428 at 4% or $22,285 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-20$2,741,971$53,484$2,674iApproximate average salary by contribution assumption: employee only about $66,855 at 4% or $44,570 at 6%; with 50% employer match about $44,570 at 4% or $29,713 at 6%; with 100% employer match about $33,428 at 4% or $22,285 at 6%.
2003120$2,439,063$47,289$2,364iApproximate average salary by contribution assumption: employee only about $59,111 at 4% or $39,408 at 6%; with 50% employer match about $39,408 at 4% or $26,272 at 6%; with 100% employer match about $29,556 at 4% or $19,704 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-20$2,439,063$47,289$2,364iApproximate average salary by contribution assumption: employee only about $59,111 at 4% or $39,408 at 6%; with 50% employer match about $39,408 at 4% or $26,272 at 6%; with 100% employer match about $29,556 at 4% or $19,704 at 6%.
2002119$1,970,083$56,969$2,998iApproximate average salary by contribution assumption: employee only about $74,959 at 4% or $49,973 at 6%; with 50% employer match about $49,973 at 4% or $33,315 at 6%; with 100% employer match about $37,480 at 4% or $24,986 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-19$1,970,083$56,969$2,998iApproximate average salary by contribution assumption: employee only about $74,959 at 4% or $49,973 at 6%; with 50% employer match about $49,973 at 4% or $33,315 at 6%; with 100% employer match about $37,480 at 4% or $24,986 at 6%.
2001119$0$0-
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-19---
2000118$2,483,286$218,752$12,153iApproximate average salary by contribution assumption: employee only about $303,822 at 4% or $202,548 at 6%; with 50% employer match about $202,548 at 4% or $135,032 at 6%; with 100% employer match about $151,911 at 4% or $101,274 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-18$2,483,286$218,752$12,153iApproximate average salary by contribution assumption: employee only about $303,822 at 4% or $202,548 at 6%; with 50% employer match about $202,548 at 4% or $135,032 at 6%; with 100% employer match about $151,911 at 4% or $101,274 at 6%.
1999115$2,224,935$46,825$3,122iApproximate average salary by contribution assumption: employee only about $78,042 at 4% or $52,028 at 6%; with 50% employer match about $52,028 at 4% or $34,685 at 6%; with 100% employer match about $39,021 at 4% or $26,014 at 6%.
Valley Periodontics S.C. Employees Profit Sharing Plan & Trust-15$2,224,935$46,825$3,122iApproximate average salary by contribution assumption: employee only about $78,042 at 4% or $52,028 at 6%; with 50% employer match about $52,028 at 4% or $34,685 at 6%; with 100% employer match about $39,021 at 4% or $26,014 at 6%.