Civic Intelligence

KUBISCH & FERRIS ORTHODONTICS

Plan context: FERRIS ORTHODONTIC GROUP 401(K) PROFIT SHARING PLAN

EIN 46-3899928 • Santa Barbara, CA • 10 filings • 2 plans

3820 State Street, Suite DSanta Barbara, CA 93105
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$1,466,625

2025 Contributions

$171,375

Historical Graphs

Total Assets Over Time

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

$1,466,625$733,313$0201620212025YearValue
$1,466,625Latest year 2025

Participants Over Time

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

28140201620212025YearValue
28Latest 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
2025128$1,466,625$171,375$6,121iApproximate average salary by contribution assumption: employee only about $153,013 at 4% or $102,009 at 6%; with 50% employer match about $102,009 at 4% or $68,006 at 6%; with 100% employer match about $76,507 at 4% or $51,004 at 6%.
FERRIS ORTHODONTIC GROUP 401(K) PROFIT SHARING PLAN-28$1,466,625$171,375$6,121iApproximate average salary by contribution assumption: employee only about $153,013 at 4% or $102,009 at 6%; with 50% employer match about $102,009 at 4% or $68,006 at 6%; with 100% employer match about $76,507 at 4% or $51,004 at 6%.
2024123$1,198,842$161,889$7,039iApproximate average salary by contribution assumption: employee only about $175,966 at 4% or $117,311 at 6%; with 50% employer match about $117,311 at 4% or $78,207 at 6%; with 100% employer match about $87,983 at 4% or $58,655 at 6%.
FERRIS ORTHODONTIC GROUP 401(K) PROFIT SHARING PLAN-23$1,198,842$161,889$7,039iApproximate average salary by contribution assumption: employee only about $175,966 at 4% or $117,311 at 6%; with 50% employer match about $117,311 at 4% or $78,207 at 6%; with 100% employer match about $87,983 at 4% or $58,655 at 6%.
2023121$949,167$145,010$6,905iApproximate average salary by contribution assumption: employee only about $172,631 at 4% or $115,087 at 6%; with 50% employer match about $115,087 at 4% or $76,725 at 6%; with 100% employer match about $86,315 at 4% or $57,544 at 6%.
FERRIS ORTHODONTIC GROUP 401(K) PROFIT SHARING PLAN-21$949,167$145,010$6,905iApproximate average salary by contribution assumption: employee only about $172,631 at 4% or $115,087 at 6%; with 50% employer match about $115,087 at 4% or $76,725 at 6%; with 100% employer match about $86,315 at 4% or $57,544 at 6%.
2022116$681,532$117,442$7,340iApproximate average salary by contribution assumption: employee only about $183,503 at 4% or $122,335 at 6%; with 50% employer match about $122,335 at 4% or $81,557 at 6%; with 100% employer match about $91,752 at 4% or $61,168 at 6%.
FERRIS ORTHODONTIC GROUP 401(K) PROFIT SHARING PLAN-16$681,532$117,442$7,340iApproximate average salary by contribution assumption: employee only about $183,503 at 4% or $122,335 at 6%; with 50% employer match about $122,335 at 4% or $81,557 at 6%; with 100% employer match about $91,752 at 4% or $61,168 at 6%.
2021111$666,025$94,283$8,571iApproximate average salary by contribution assumption: employee only about $214,280 at 4% or $142,853 at 6%; with 50% employer match about $142,853 at 4% or $95,235 at 6%; with 100% employer match about $107,140 at 4% or $71,427 at 6%.
KUBISCH & FERRIS ORTHODONTICS 401(K) PROFIT SHARING PLAN-11$666,025$94,283$8,571iApproximate average salary by contribution assumption: employee only about $214,280 at 4% or $142,853 at 6%; with 50% employer match about $142,853 at 4% or $95,235 at 6%; with 100% employer match about $107,140 at 4% or $71,427 at 6%.
202019$485,147$89,005$9,889iApproximate average salary by contribution assumption: employee only about $247,236 at 4% or $164,824 at 6%; with 50% employer match about $164,824 at 4% or $109,883 at 6%; with 100% employer match about $123,618 at 4% or $82,412 at 6%.
KUBISCH & FERRIS ORTHODONTICS 401(K) PROFIT SHARING PLAN-9$485,147$89,005$9,889iApproximate average salary by contribution assumption: employee only about $247,236 at 4% or $164,824 at 6%; with 50% employer match about $164,824 at 4% or $109,883 at 6%; with 100% employer match about $123,618 at 4% or $82,412 at 6%.
2019111$356,677$92,658$8,423iApproximate average salary by contribution assumption: employee only about $210,586 at 4% or $140,391 at 6%; with 50% employer match about $140,391 at 4% or $93,594 at 6%; with 100% employer match about $105,293 at 4% or $70,195 at 6%.
KUBISCH & FERRIS ORTHODONTICS 401(K) PROFIT SHARING PLAN-11$356,677$92,658$8,423iApproximate average salary by contribution assumption: employee only about $210,586 at 4% or $140,391 at 6%; with 50% employer match about $140,391 at 4% or $93,594 at 6%; with 100% employer match about $105,293 at 4% or $70,195 at 6%.
201819$225,176$83,009$9,223iApproximate average salary by contribution assumption: employee only about $230,581 at 4% or $153,720 at 6%; with 50% employer match about $153,720 at 4% or $102,480 at 6%; with 100% employer match about $115,290 at 4% or $76,860 at 6%.
KUBISCH & FERRIS ORTHODONTICS 401(K) PROFIT SHARING PLAN-9$225,176$83,009$9,223iApproximate average salary by contribution assumption: employee only about $230,581 at 4% or $153,720 at 6%; with 50% employer match about $153,720 at 4% or $102,480 at 6%; with 100% employer match about $115,290 at 4% or $76,860 at 6%.
2017113$170,064$93,823$7,217iApproximate average salary by contribution assumption: employee only about $180,429 at 4% or $120,286 at 6%; with 50% employer match about $120,286 at 4% or $80,191 at 6%; with 100% employer match about $90,214 at 4% or $60,143 at 6%.
KUBISCH & FERRIS ORTHODONTICS 401(K) PROFIT SHARING PLAN-13$170,064$93,823$7,217iApproximate average salary by contribution assumption: employee only about $180,429 at 4% or $120,286 at 6%; with 50% employer match about $120,286 at 4% or $80,191 at 6%; with 100% employer match about $90,214 at 4% or $60,143 at 6%.
2016111$71,169$71,169$6,470iApproximate average salary by contribution assumption: employee only about $161,748 at 4% or $107,832 at 6%; with 50% employer match about $107,832 at 4% or $71,888 at 6%; with 100% employer match about $80,874 at 4% or $53,916 at 6%.
KUBISCH & FERRIS ORTHODONTICS 401(K) PROFIT SHARING PLAN-11$71,169$71,169$6,470iApproximate average salary by contribution assumption: employee only about $161,748 at 4% or $107,832 at 6%; with 50% employer match about $107,832 at 4% or $71,888 at 6%; with 100% employer match about $80,874 at 4% or $53,916 at 6%.