Civic Intelligence

Valeri Orthodontics Sc

Plan context: Valeri Orthodontics Sc 401K Plan & Trust

EIN 46-3434275 • 8 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$463,906

2024 Contributions

$47,566

Historical Graphs

Total Assets Over Time

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

$463,906$231,953$0201720212024YearValue
$463,906Latest year 2024

Participants Over Time

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

1260201720212024YearValue
12Latest 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
2024112$463,906$47,566$3,964iApproximate average salary by contribution assumption: employee only about $99,096 at 4% or $66,064 at 6%; with 50% employer match about $66,064 at 4% or $44,043 at 6%; with 100% employer match about $49,548 at 4% or $33,032 at 6%.
Valeri Orthodontics Sc 401K Plan & Trust-12$463,906$47,566$3,964iApproximate average salary by contribution assumption: employee only about $99,096 at 4% or $66,064 at 6%; with 50% employer match about $66,064 at 4% or $44,043 at 6%; with 100% employer match about $49,548 at 4% or $33,032 at 6%.
202318$334,706$38,676$4,835iApproximate average salary by contribution assumption: employee only about $120,863 at 4% or $80,575 at 6%; with 50% employer match about $80,575 at 4% or $53,717 at 6%; with 100% employer match about $60,431 at 4% or $40,288 at 6%.
Valeri Orthodontics Sc 401K Plan & Trust-8$334,706$38,676$4,835iApproximate average salary by contribution assumption: employee only about $120,863 at 4% or $80,575 at 6%; with 50% employer match about $80,575 at 4% or $53,717 at 6%; with 100% employer match about $60,431 at 4% or $40,288 at 6%.
202216$232,041$56,621$9,437iApproximate average salary by contribution assumption: employee only about $235,921 at 4% or $157,281 at 6%; with 50% employer match about $157,281 at 4% or $104,854 at 6%; with 100% employer match about $117,960 at 4% or $78,640 at 6%.
Valeri Orthodontics Sc 401K Plan & Trust-6$232,041$56,621$9,437iApproximate average salary by contribution assumption: employee only about $235,921 at 4% or $157,281 at 6%; with 50% employer match about $157,281 at 4% or $104,854 at 6%; with 100% employer match about $117,960 at 4% or $78,640 at 6%.
202115$218,402$50,570$10,114iApproximate average salary by contribution assumption: employee only about $252,850 at 4% or $168,567 at 6%; with 50% employer match about $168,567 at 4% or $112,378 at 6%; with 100% employer match about $126,425 at 4% or $84,283 at 6%.
Valeri Orthodontics Sc 401K Plan & Trust-5$218,402$50,570$10,114iApproximate average salary by contribution assumption: employee only about $252,850 at 4% or $168,567 at 6%; with 50% employer match about $168,567 at 4% or $112,378 at 6%; with 100% employer match about $126,425 at 4% or $84,283 at 6%.
202014$132,035$28,152$7,038iApproximate average salary by contribution assumption: employee only about $175,950 at 4% or $117,300 at 6%; with 50% employer match about $117,300 at 4% or $78,200 at 6%; with 100% employer match about $87,975 at 4% or $58,650 at 6%.
Valeri Orthodontics Sc 401K Plan & Trust-4$132,035$28,152$7,038iApproximate average salary by contribution assumption: employee only about $175,950 at 4% or $117,300 at 6%; with 50% employer match about $117,300 at 4% or $78,200 at 6%; with 100% employer match about $87,975 at 4% or $58,650 at 6%.
201913$80,795$25,524$8,508iApproximate average salary by contribution assumption: employee only about $212,700 at 4% or $141,800 at 6%; with 50% employer match about $141,800 at 4% or $94,533 at 6%; with 100% employer match about $106,350 at 4% or $70,900 at 6%.
Valeri Orthodontics Sc 401K Plan & Trust-3$80,795$25,524$8,508iApproximate average salary by contribution assumption: employee only about $212,700 at 4% or $141,800 at 6%; with 50% employer match about $141,800 at 4% or $94,533 at 6%; with 100% employer match about $106,350 at 4% or $70,900 at 6%.
201812$41,424$21,981$10,991iApproximate average salary by contribution assumption: employee only about $274,763 at 4% or $183,175 at 6%; with 50% employer match about $183,175 at 4% or $122,117 at 6%; with 100% employer match about $137,381 at 4% or $91,588 at 6%.
Valeri Orthodontics Sc 401K Plan & Trust-2$41,424$21,981$10,991iApproximate average salary by contribution assumption: employee only about $274,763 at 4% or $183,175 at 6%; with 50% employer match about $183,175 at 4% or $122,117 at 6%; with 100% employer match about $137,381 at 4% or $91,588 at 6%.
201712$21,917$21,347$10,674iApproximate average salary by contribution assumption: employee only about $266,838 at 4% or $177,892 at 6%; with 50% employer match about $177,892 at 4% or $118,594 at 6%; with 100% employer match about $133,419 at 4% or $88,946 at 6%.
Valeri Orthodontics Sc 401K Plan & Trust-2$21,917$21,347$10,674iApproximate average salary by contribution assumption: employee only about $266,838 at 4% or $177,892 at 6%; with 50% employer match about $177,892 at 4% or $118,594 at 6%; with 100% employer match about $133,419 at 4% or $88,946 at 6%.