Civic Intelligence

Upper Valley Endodontics PC.

Plan context: Upper Valley Endodontics PC. 401(K) Profit Sharing Plan

EIN 45-2628444 • White River Junction, VT • 14 filings • 2 plans

205 Billings Farm Road Suite 6AWhite River Junction, VT 05001
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,523,476

2025 Contributions

$215,070

Historical Graphs

Total Assets Over Time

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

$3,523,476$1,761,738$0201220192025YearValue
$3,523,476Latest year 2025

Participants Over Time

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

1260201220192025YearValue
12Latest 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
2025112$3,523,476$215,070$17,923iApproximate average salary by contribution assumption: employee only about $448,063 at 4% or $298,708 at 6%; with 50% employer match about $298,708 at 4% or $199,139 at 6%; with 100% employer match about $224,031 at 4% or $149,354 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-12$3,523,476$215,070$17,923iApproximate average salary by contribution assumption: employee only about $448,063 at 4% or $298,708 at 6%; with 50% employer match about $298,708 at 4% or $199,139 at 6%; with 100% employer match about $224,031 at 4% or $149,354 at 6%.
2024111$2,828,331$124,968$11,361iApproximate average salary by contribution assumption: employee only about $284,018 at 4% or $189,345 at 6%; with 50% employer match about $189,345 at 4% or $126,230 at 6%; with 100% employer match about $142,009 at 4% or $94,673 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-11$2,828,331$124,968$11,361iApproximate average salary by contribution assumption: employee only about $284,018 at 4% or $189,345 at 6%; with 50% employer match about $189,345 at 4% or $126,230 at 6%; with 100% employer match about $142,009 at 4% or $94,673 at 6%.
2023110$2,370,339$201,460$20,146iApproximate average salary by contribution assumption: employee only about $503,650 at 4% or $335,767 at 6%; with 50% employer match about $335,767 at 4% or $223,844 at 6%; with 100% employer match about $251,825 at 4% or $167,883 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-10$2,370,339$201,460$20,146iApproximate average salary by contribution assumption: employee only about $503,650 at 4% or $335,767 at 6%; with 50% employer match about $335,767 at 4% or $223,844 at 6%; with 100% employer match about $251,825 at 4% or $167,883 at 6%.
202218$1,942,831$180,526$22,566iApproximate average salary by contribution assumption: employee only about $564,144 at 4% or $376,096 at 6%; with 50% employer match about $376,096 at 4% or $250,731 at 6%; with 100% employer match about $282,072 at 4% or $188,048 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-8$1,942,831$180,526$22,566iApproximate average salary by contribution assumption: employee only about $564,144 at 4% or $376,096 at 6%; with 50% employer match about $376,096 at 4% or $250,731 at 6%; with 100% employer match about $282,072 at 4% or $188,048 at 6%.
202119$1,961,715$239,575$26,619iApproximate average salary by contribution assumption: employee only about $665,486 at 4% or $443,657 at 6%; with 50% employer match about $443,657 at 4% or $295,772 at 6%; with 100% employer match about $332,743 at 4% or $221,829 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-9$1,961,715$239,575$26,619iApproximate average salary by contribution assumption: employee only about $665,486 at 4% or $443,657 at 6%; with 50% employer match about $443,657 at 4% or $295,772 at 6%; with 100% employer match about $332,743 at 4% or $221,829 at 6%.
202019$1,497,482$192,692$21,410iApproximate average salary by contribution assumption: employee only about $535,256 at 4% or $356,837 at 6%; with 50% employer match about $356,837 at 4% or $237,891 at 6%; with 100% employer match about $267,628 at 4% or $178,419 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-9$1,497,482$192,692$21,410iApproximate average salary by contribution assumption: employee only about $535,256 at 4% or $356,837 at 6%; with 50% employer match about $356,837 at 4% or $237,891 at 6%; with 100% employer match about $267,628 at 4% or $178,419 at 6%.
201918$1,199,583$170,925$21,366iApproximate average salary by contribution assumption: employee only about $534,141 at 4% or $356,094 at 6%; with 50% employer match about $356,094 at 4% or $237,396 at 6%; with 100% employer match about $267,070 at 4% or $178,047 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-8$1,199,583$170,925$21,366iApproximate average salary by contribution assumption: employee only about $534,141 at 4% or $356,094 at 6%; with 50% employer match about $356,094 at 4% or $237,396 at 6%; with 100% employer match about $267,070 at 4% or $178,047 at 6%.
201817$905,727$220,669$31,524iApproximate average salary by contribution assumption: employee only about $788,104 at 4% or $525,402 at 6%; with 50% employer match about $525,402 at 4% or $350,268 at 6%; with 100% employer match about $394,052 at 4% or $262,701 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-7$905,727$220,669$31,524iApproximate average salary by contribution assumption: employee only about $788,104 at 4% or $525,402 at 6%; with 50% employer match about $525,402 at 4% or $350,268 at 6%; with 100% employer match about $394,052 at 4% or $262,701 at 6%.
201718$775,784$163,578$20,447iApproximate average salary by contribution assumption: employee only about $511,181 at 4% or $340,788 at 6%; with 50% employer match about $340,788 at 4% or $227,192 at 6%; with 100% employer match about $255,591 at 4% or $170,394 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-8$775,784$163,578$20,447iApproximate average salary by contribution assumption: employee only about $511,181 at 4% or $340,788 at 6%; with 50% employer match about $340,788 at 4% or $227,192 at 6%; with 100% employer match about $255,591 at 4% or $170,394 at 6%.
201617$549,870$121,399$17,343iApproximate average salary by contribution assumption: employee only about $433,568 at 4% or $289,045 at 6%; with 50% employer match about $289,045 at 4% or $192,697 at 6%; with 100% employer match about $216,784 at 4% or $144,523 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-7$549,870$121,399$17,343iApproximate average salary by contribution assumption: employee only about $433,568 at 4% or $289,045 at 6%; with 50% employer match about $289,045 at 4% or $192,697 at 6%; with 100% employer match about $216,784 at 4% or $144,523 at 6%.
201516$386,676$124,180$20,697iApproximate average salary by contribution assumption: employee only about $517,417 at 4% or $344,944 at 6%; with 50% employer match about $344,944 at 4% or $229,963 at 6%; with 100% employer match about $258,708 at 4% or $172,472 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-6$386,676$124,180$20,697iApproximate average salary by contribution assumption: employee only about $517,417 at 4% or $344,944 at 6%; with 50% employer match about $344,944 at 4% or $229,963 at 6%; with 100% employer match about $258,708 at 4% or $172,472 at 6%.
201415$275,985$100,261$20,052iApproximate average salary by contribution assumption: employee only about $501,305 at 4% or $334,203 at 6%; with 50% employer match about $334,203 at 4% or $222,802 at 6%; with 100% employer match about $250,653 at 4% or $167,102 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-5$275,985$100,261$20,052iApproximate average salary by contribution assumption: employee only about $501,305 at 4% or $334,203 at 6%; with 50% employer match about $334,203 at 4% or $222,802 at 6%; with 100% employer match about $250,653 at 4% or $167,102 at 6%.
201314$169,805$79,347$19,837iApproximate average salary by contribution assumption: employee only about $495,919 at 4% or $330,613 at 6%; with 50% employer match about $330,613 at 4% or $220,408 at 6%; with 100% employer match about $247,959 at 4% or $165,306 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-4$169,805$79,347$19,837iApproximate average salary by contribution assumption: employee only about $495,919 at 4% or $330,613 at 6%; with 50% employer match about $330,613 at 4% or $220,408 at 6%; with 100% employer match about $247,959 at 4% or $165,306 at 6%.
201215$81,825$78,856$15,771iApproximate average salary by contribution assumption: employee only about $394,280 at 4% or $262,853 at 6%; with 50% employer match about $262,853 at 4% or $175,236 at 6%; with 100% employer match about $197,140 at 4% or $131,427 at 6%.
Upper Valley Endodontics PC. 401(K) Profit Sharing Plan-5$81,825$78,856$15,771iApproximate average salary by contribution assumption: employee only about $394,280 at 4% or $262,853 at 6%; with 50% employer match about $262,853 at 4% or $175,236 at 6%; with 100% employer match about $197,140 at 4% or $131,427 at 6%.