Civic Intelligence

Derrick B. Wong, DMD

Plan context: Derrick B. Wong, DMD 401(K) Profit Sharing Plan

EIN 46-3127820 • Lompoc, CA • 16 filings • 2 plans

1111 East Ocean Avenue, Suite 5Lompoc, CA 93436
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$4,472,748

2025 Contributions

$202,386

Historical Graphs

Total Assets Over Time

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

$4,472,748$2,236,374$0201320192025YearValue
$4,472,748Latest year 2025

Participants Over Time

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

950201320192025YearValue
9Latest 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
202519$4,472,748$202,386$22,487iApproximate average salary by contribution assumption: employee only about $562,183 at 4% or $374,789 at 6%; with 50% employer match about $374,789 at 4% or $249,859 at 6%; with 100% employer match about $281,092 at 4% or $187,394 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-9$4,472,748$202,386$22,487iApproximate average salary by contribution assumption: employee only about $562,183 at 4% or $374,789 at 6%; with 50% employer match about $374,789 at 4% or $249,859 at 6%; with 100% employer match about $281,092 at 4% or $187,394 at 6%.
202419$3,334,359$101,972$11,330iApproximate average salary by contribution assumption: employee only about $283,256 at 4% or $188,837 at 6%; with 50% employer match about $188,837 at 4% or $125,891 at 6%; with 100% employer match about $141,628 at 4% or $94,419 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-9$3,334,359$101,972$11,330iApproximate average salary by contribution assumption: employee only about $283,256 at 4% or $188,837 at 6%; with 50% employer match about $188,837 at 4% or $125,891 at 6%; with 100% employer match about $141,628 at 4% or $94,419 at 6%.
202319$2,729,641$105,400$11,711iApproximate average salary by contribution assumption: employee only about $292,778 at 4% or $195,185 at 6%; with 50% employer match about $195,185 at 4% or $130,123 at 6%; with 100% employer match about $146,389 at 4% or $97,593 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-9$2,729,641$105,400$11,711iApproximate average salary by contribution assumption: employee only about $292,778 at 4% or $195,185 at 6%; with 50% employer match about $195,185 at 4% or $130,123 at 6%; with 100% employer match about $146,389 at 4% or $97,593 at 6%.
202218$2,200,104$130,114$16,264iApproximate average salary by contribution assumption: employee only about $406,606 at 4% or $271,071 at 6%; with 50% employer match about $271,071 at 4% or $180,714 at 6%; with 100% employer match about $203,303 at 4% or $135,535 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-8$2,200,104$130,114$16,264iApproximate average salary by contribution assumption: employee only about $406,606 at 4% or $271,071 at 6%; with 50% employer match about $271,071 at 4% or $180,714 at 6%; with 100% employer match about $203,303 at 4% or $135,535 at 6%.
202119$2,496,903$122,312$13,590iApproximate average salary by contribution assumption: employee only about $339,756 at 4% or $226,504 at 6%; with 50% employer match about $226,504 at 4% or $151,002 at 6%; with 100% employer match about $169,878 at 4% or $113,252 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-9$2,496,903$122,312$13,590iApproximate average salary by contribution assumption: employee only about $339,756 at 4% or $226,504 at 6%; with 50% employer match about $226,504 at 4% or $151,002 at 6%; with 100% employer match about $169,878 at 4% or $113,252 at 6%.
202019$1,912,106$111,828$12,425iApproximate average salary by contribution assumption: employee only about $310,633 at 4% or $207,089 at 6%; with 50% employer match about $207,089 at 4% or $138,059 at 6%; with 100% employer match about $155,317 at 4% or $103,544 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-9$1,912,106$111,828$12,425iApproximate average salary by contribution assumption: employee only about $310,633 at 4% or $207,089 at 6%; with 50% employer match about $207,089 at 4% or $138,059 at 6%; with 100% employer match about $155,317 at 4% or $103,544 at 6%.
201918$1,674,219$291,202$36,400iApproximate average salary by contribution assumption: employee only about $910,006 at 4% or $606,671 at 6%; with 50% employer match about $606,671 at 4% or $404,447 at 6%; with 100% employer match about $455,003 at 4% or $303,335 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-8$1,674,219$291,202$36,400iApproximate average salary by contribution assumption: employee only about $910,006 at 4% or $606,671 at 6%; with 50% employer match about $606,671 at 4% or $404,447 at 6%; with 100% employer match about $455,003 at 4% or $303,335 at 6%.
201818$1,120,394$77,100$9,638iApproximate average salary by contribution assumption: employee only about $240,938 at 4% or $160,625 at 6%; with 50% employer match about $160,625 at 4% or $107,083 at 6%; with 100% employer match about $120,469 at 4% or $80,313 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-8$1,120,394$77,100$9,638iApproximate average salary by contribution assumption: employee only about $240,938 at 4% or $160,625 at 6%; with 50% employer match about $160,625 at 4% or $107,083 at 6%; with 100% employer match about $120,469 at 4% or $80,313 at 6%.
201715$1,195,085$46,968$9,394iApproximate average salary by contribution assumption: employee only about $234,840 at 4% or $156,560 at 6%; with 50% employer match about $156,560 at 4% or $104,373 at 6%; with 100% employer match about $117,420 at 4% or $78,280 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-5$1,195,085$46,968$9,394iApproximate average salary by contribution assumption: employee only about $234,840 at 4% or $156,560 at 6%; with 50% employer match about $156,560 at 4% or $104,373 at 6%; with 100% employer match about $117,420 at 4% or $78,280 at 6%.
201614$974,291$372,717$93,179iApproximate average salary by contribution assumption: employee only about $2,329,481 at 4% or $1,552,988 at 6%; with 50% employer match about $1,552,988 at 4% or $1,035,325 at 6%; with 100% employer match about $1,164,741 at 4% or $776,494 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-4$974,291$372,717$93,179iApproximate average salary by contribution assumption: employee only about $2,329,481 at 4% or $1,552,988 at 6%; with 50% employer match about $1,552,988 at 4% or $1,035,325 at 6%; with 100% employer match about $1,164,741 at 4% or $776,494 at 6%.
201525$531,079$40,621$8,124iApproximate average salary by contribution assumption: employee only about $203,105 at 4% or $135,403 at 6%; with 50% employer match about $135,403 at 4% or $90,269 at 6%; with 100% employer match about $101,553 at 4% or $67,702 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-5$531,079$40,621$8,124iApproximate average salary by contribution assumption: employee only about $203,105 at 4% or $135,403 at 6%; with 50% employer match about $135,403 at 4% or $90,269 at 6%; with 100% employer match about $101,553 at 4% or $67,702 at 6%.
DERRICK B. WONG, DMD CASH BALANCE PLAN-0$0--
201425$800,725$36,813$7,363iApproximate average salary by contribution assumption: employee only about $184,065 at 4% or $122,710 at 6%; with 50% employer match about $122,710 at 4% or $81,807 at 6%; with 100% employer match about $92,033 at 4% or $61,355 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-4$514,345$36,813$9,203iApproximate average salary by contribution assumption: employee only about $230,081 at 4% or $153,388 at 6%; with 50% employer match about $153,388 at 4% or $102,258 at 6%; with 100% employer match about $115,041 at 4% or $76,694 at 6%.
DERRICK B. WONG, DMD CASH BALANCE PLAN-5$286,380--
201325$747,540$193,299$38,660iApproximate average salary by contribution assumption: employee only about $966,495 at 4% or $644,330 at 6%; with 50% employer match about $644,330 at 4% or $429,553 at 6%; with 100% employer match about $483,248 at 4% or $322,165 at 6%.
Derrick B. Wong, DMD 401(K) Profit Sharing Plan-4$463,996$193,299$48,325iApproximate average salary by contribution assumption: employee only about $1,208,119 at 4% or $805,413 at 6%; with 50% employer match about $805,413 at 4% or $536,942 at 6%; with 100% employer match about $604,059 at 4% or $402,706 at 6%.
DERRICK B. WONG, DMD CASH BALANCE PLAN-5$283,544--