Civic Intelligence

Innovative Dental & Orthodontics, P.A.

Plan context: Innovative Dental & Orthodontics, P.A. Cash Balance Plan

EIN 47-4640912 • Oviedo, FL • 12 filings • 2 plans

1884 County Rd 419, #1010Oviedo, FL 32765
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,812,613

2025 Contributions

$443,760

Historical Graphs

Total Assets Over Time

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

$2,812,613$1,406,307$0201920222025YearValue
$2,812,613Latest year 2025

Participants Over Time

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

1580201920222025YearValue
14Latest 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
2025214$2,812,613$443,760$31,697iApproximate average salary by contribution assumption: employee only about $792,429 at 4% or $528,286 at 6%; with 50% employer match about $528,286 at 4% or $352,190 at 6%; with 100% employer match about $396,214 at 4% or $264,143 at 6%.
Innovative Dental & Orthodontics, P.A. Cash Balance Plan-13$1,564,749$318,875$24,529iApproximate average salary by contribution assumption: employee only about $613,221 at 4% or $408,814 at 6%; with 50% employer match about $408,814 at 4% or $272,543 at 6%; with 100% employer match about $306,611 at 4% or $204,407 at 6%.
INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN-14$1,247,864$124,885$8,920iApproximate average salary by contribution assumption: employee only about $223,009 at 4% or $148,673 at 6%; with 50% employer match about $148,673 at 4% or $99,115 at 6%; with 100% employer match about $111,504 at 4% or $74,336 at 6%.
2024215$2,168,215$320,308$21,354iApproximate average salary by contribution assumption: employee only about $533,847 at 4% or $355,898 at 6%; with 50% employer match about $355,898 at 4% or $237,265 at 6%; with 100% employer match about $266,923 at 4% or $177,949 at 6%.
Innovative Dental & Orthodontics, P.A. Cash Balance Plan-11$1,141,071$192,273$17,479iApproximate average salary by contribution assumption: employee only about $436,984 at 4% or $291,323 at 6%; with 50% employer match about $291,323 at 4% or $194,215 at 6%; with 100% employer match about $218,492 at 4% or $145,661 at 6%.
INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN-15$1,027,144$128,035$8,536iApproximate average salary by contribution assumption: employee only about $213,392 at 4% or $142,261 at 6%; with 50% employer match about $142,261 at 4% or $94,841 at 6%; with 100% employer match about $106,696 at 4% or $71,131 at 6%.
2023213$1,762,740$477,355$36,720iApproximate average salary by contribution assumption: employee only about $917,990 at 4% or $611,994 at 6%; with 50% employer match about $611,994 at 4% or $407,996 at 6%; with 100% employer match about $458,995 at 4% or $305,997 at 6%.
Innovative Dental & Orthodontics, P.A. Cash Balance Plan-12$914,843$350,930$29,244iApproximate average salary by contribution assumption: employee only about $731,104 at 4% or $487,403 at 6%; with 50% employer match about $487,403 at 4% or $324,935 at 6%; with 100% employer match about $365,552 at 4% or $243,701 at 6%.
INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN-13$847,897$126,425$9,725iApproximate average salary by contribution assumption: employee only about $243,125 at 4% or $162,083 at 6%; with 50% employer match about $162,083 at 4% or $108,056 at 6%; with 100% employer match about $121,563 at 4% or $81,042 at 6%.
2022214$1,228,517$365,840$26,131iApproximate average salary by contribution assumption: employee only about $653,286 at 4% or $435,524 at 6%; with 50% employer match about $435,524 at 4% or $290,349 at 6%; with 100% employer match about $326,643 at 4% or $217,762 at 6%.
INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN-14$694,032$105,840$7,560iApproximate average salary by contribution assumption: employee only about $189,000 at 4% or $126,000 at 6%; with 50% employer match about $126,000 at 4% or $84,000 at 6%; with 100% employer match about $94,500 at 4% or $63,000 at 6%.
Innovative Dental & Orthodontics, P.A. Cash Balance Plan-11$534,485$260,000$23,636iApproximate average salary by contribution assumption: employee only about $590,909 at 4% or $393,939 at 6%; with 50% employer match about $393,939 at 4% or $262,626 at 6%; with 100% employer match about $295,455 at 4% or $196,970 at 6%.
2021211$859,941$367,731$33,430iApproximate average salary by contribution assumption: employee only about $835,752 at 4% or $557,168 at 6%; with 50% employer match about $557,168 at 4% or $371,445 at 6%; with 100% employer match about $417,876 at 4% or $278,584 at 6%.
INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN-11$585,327$93,117$8,465iApproximate average salary by contribution assumption: employee only about $211,630 at 4% or $141,086 at 6%; with 50% employer match about $141,086 at 4% or $94,058 at 6%; with 100% employer match about $105,815 at 4% or $70,543 at 6%.
Innovative Dental & Orthodontics, P.A. Cash Balance Plan-11$274,614$274,614$24,965iApproximate average salary by contribution assumption: employee only about $624,123 at 4% or $416,082 at 6%; with 50% employer match about $416,082 at 4% or $277,388 at 6%; with 100% employer match about $312,061 at 4% or $208,041 at 6%.
202017$397,412$120,697$17,242iApproximate average salary by contribution assumption: employee only about $431,061 at 4% or $287,374 at 6%; with 50% employer match about $287,374 at 4% or $191,583 at 6%; with 100% employer match about $215,530 at 4% or $143,687 at 6%.
INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN-7$397,412$120,697$17,242iApproximate average salary by contribution assumption: employee only about $431,061 at 4% or $287,374 at 6%; with 50% employer match about $287,374 at 4% or $191,583 at 6%; with 100% employer match about $215,530 at 4% or $143,687 at 6%.
201914$185,560$185,549$46,387iApproximate average salary by contribution assumption: employee only about $1,159,681 at 4% or $773,121 at 6%; with 50% employer match about $773,121 at 4% or $515,414 at 6%; with 100% employer match about $579,841 at 4% or $386,560 at 6%.
INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN-4$185,560$185,549$46,387iApproximate average salary by contribution assumption: employee only about $1,159,681 at 4% or $773,121 at 6%; with 50% employer match about $773,121 at 4% or $515,414 at 6%; with 100% employer match about $579,841 at 4% or $386,560 at 6%.