Civic Intelligence

TRI-VALLEY ORTHODONTICS

Plan context: TRI VALLEY ORTHODONTICS RETIREMENT PLAN

EIN 46-1901994 • San Ramon, CA • 14 filings • 3 plans

111 Deerwood Rd., Ste. 185San Ramon, CA 94583
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,556,457

2025 Contributions

$169,319

Historical Graphs

Total Assets Over Time

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

$1,556,457$778,229$0201620212025YearValue
$1,556,457Latest year 2025

Participants Over Time

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

950201620212025YearValue
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
202528$1,556,457$169,319$21,165iApproximate average salary by contribution assumption: employee only about $529,122 at 4% or $352,748 at 6%; with 50% employer match about $352,748 at 4% or $235,165 at 6%; with 100% employer match about $264,561 at 4% or $176,374 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-8$931,268$69,319$8,665iApproximate average salary by contribution assumption: employee only about $216,622 at 4% or $144,415 at 6%; with 50% employer match about $144,415 at 4% or $96,276 at 6%; with 100% employer match about $108,311 at 4% or $72,207 at 6%.
TRI VALLEY ORTHODONTICS DEFINED BENEFIT PLAN-5$625,189$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202429$1,257,255$254,400$28,267iApproximate average salary by contribution assumption: employee only about $706,667 at 4% or $471,111 at 6%; with 50% employer match about $471,111 at 4% or $314,074 at 6%; with 100% employer match about $353,333 at 4% or $235,556 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-9$777,117$79,400$8,822iApproximate average salary by contribution assumption: employee only about $220,556 at 4% or $147,037 at 6%; with 50% employer match about $147,037 at 4% or $98,025 at 6%; with 100% employer match about $110,278 at 4% or $73,519 at 6%.
TRI VALLEY ORTHODONTICS DEFINED BENEFIT PLAN-6$480,138$175,000$29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%.
202327$897,043$193,288$27,613iApproximate average salary by contribution assumption: employee only about $690,314 at 4% or $460,210 at 6%; with 50% employer match about $460,210 at 4% or $306,806 at 6%; with 100% employer match about $345,157 at 4% or $230,105 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-7$617,033$63,288$9,041iApproximate average salary by contribution assumption: employee only about $226,029 at 4% or $150,686 at 6%; with 50% employer match about $150,686 at 4% or $100,457 at 6%; with 100% employer match about $113,014 at 4% or $75,343 at 6%.
TRI VALLEY ORTHODONTICS DEFINED BENEFIT PLAN-5$280,010$130,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
202227$642,230$197,400$28,200iApproximate average salary by contribution assumption: employee only about $705,000 at 4% or $470,000 at 6%; with 50% employer match about $470,000 at 4% or $313,333 at 6%; with 100% employer match about $352,500 at 4% or $235,000 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-7$502,230$57,400$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.
TRI VALLEY ORTHODONTICS DEFINED BENEFIT PLAN-4$140,000$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
202116$571,966$90,180$15,030iApproximate average salary by contribution assumption: employee only about $375,750 at 4% or $250,500 at 6%; with 50% employer match about $250,500 at 4% or $167,000 at 6%; with 100% employer match about $187,875 at 4% or $125,250 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-6$571,966$90,180$15,030iApproximate average salary by contribution assumption: employee only about $375,750 at 4% or $250,500 at 6%; with 50% employer match about $250,500 at 4% or $167,000 at 6%; with 100% employer match about $187,875 at 4% or $125,250 at 6%.
202016$465,232$108,720$18,120iApproximate average salary by contribution assumption: employee only about $453,000 at 4% or $302,000 at 6%; with 50% employer match about $302,000 at 4% or $201,333 at 6%; with 100% employer match about $226,500 at 4% or $151,000 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-6$465,232$108,720$18,120iApproximate average salary by contribution assumption: employee only about $453,000 at 4% or $302,000 at 6%; with 50% employer match about $302,000 at 4% or $201,333 at 6%; with 100% employer match about $226,500 at 4% or $151,000 at 6%.
201915$302,392$51,157$10,231iApproximate average salary by contribution assumption: employee only about $255,785 at 4% or $170,523 at 6%; with 50% employer match about $170,523 at 4% or $113,682 at 6%; with 100% employer match about $127,893 at 4% or $85,262 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-5$302,392$51,157$10,231iApproximate average salary by contribution assumption: employee only about $255,785 at 4% or $170,523 at 6%; with 50% employer match about $170,523 at 4% or $113,682 at 6%; with 100% employer match about $127,893 at 4% or $85,262 at 6%.
201815$206,511$106,842$21,368iApproximate average salary by contribution assumption: employee only about $534,210 at 4% or $356,140 at 6%; with 50% employer match about $356,140 at 4% or $237,427 at 6%; with 100% employer match about $267,105 at 4% or $178,070 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-5$206,511$106,842$21,368iApproximate average salary by contribution assumption: employee only about $534,210 at 4% or $356,140 at 6%; with 50% employer match about $356,140 at 4% or $237,427 at 6%; with 100% employer match about $267,105 at 4% or $178,070 at 6%.
201713$71,382$71,382$23,794iApproximate average salary by contribution assumption: employee only about $594,850 at 4% or $396,567 at 6%; with 50% employer match about $396,567 at 4% or $264,378 at 6%; with 100% employer match about $297,425 at 4% or $198,283 at 6%.
TRI VALLEY ORTHODONTICS RETIREMENT PLAN-3$71,382$71,382$23,794iApproximate average salary by contribution assumption: employee only about $594,850 at 4% or $396,567 at 6%; with 50% employer match about $396,567 at 4% or $264,378 at 6%; with 100% employer match about $297,425 at 4% or $198,283 at 6%.
201613$15,525$15,246$5,082iApproximate average salary by contribution assumption: employee only about $127,050 at 4% or $84,700 at 6%; with 50% employer match about $84,700 at 4% or $56,467 at 6%; with 100% employer match about $63,525 at 4% or $42,350 at 6%.
TRI-VALLEY ORTHODONTICS 401(K) PLAN-3$15,525$15,246$5,082iApproximate average salary by contribution assumption: employee only about $127,050 at 4% or $84,700 at 6%; with 50% employer match about $84,700 at 4% or $56,467 at 6%; with 100% employer match about $63,525 at 4% or $42,350 at 6%.