Civic Intelligence

R. Scott Schalo Orthodontics

Plan context: R. Scott Schalo Orthodontics Retirement Plan

EIN 68-0365958 • Redding, CA • 23 filings • 5 plans

2315 N. Bechelli Lane, Suite ERedding, CA 96002
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$380,079

2024 Contributions

$55,244

Historical Graphs

Total Assets Over Time

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

$562,396$281,198$0199920112024YearValue
$380,079Latest year 2024

Participants Over Time

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

1260199920102024YearValue
3Latest 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
202413$380,079$55,244$18,415iApproximate average salary by contribution assumption: employee only about $460,367 at 4% or $306,911 at 6%; with 50% employer match about $306,911 at 4% or $204,607 at 6%; with 100% employer match about $230,183 at 4% or $153,456 at 6%.
R. Scott Schalo Orthodontics Retirement Plan-3$380,079$55,244$18,415iApproximate average salary by contribution assumption: employee only about $460,367 at 4% or $306,911 at 6%; with 50% employer match about $306,911 at 4% or $204,607 at 6%; with 100% employer match about $230,183 at 4% or $153,456 at 6%.
202313$262,430$53,047$17,682iApproximate average salary by contribution assumption: employee only about $442,058 at 4% or $294,706 at 6%; with 50% employer match about $294,706 at 4% or $196,470 at 6%; with 100% employer match about $221,029 at 4% or $147,353 at 6%.
R. Scott Schalo Orthodontics Retirement Plan-3$262,430$53,047$17,682iApproximate average salary by contribution assumption: employee only about $442,058 at 4% or $294,706 at 6%; with 50% employer match about $294,706 at 4% or $196,470 at 6%; with 100% employer match about $221,029 at 4% or $147,353 at 6%.
202214$171,991$48,274$12,069iApproximate average salary by contribution assumption: employee only about $301,713 at 4% or $201,142 at 6%; with 50% employer match about $201,142 at 4% or $134,094 at 6%; with 100% employer match about $150,856 at 4% or $100,571 at 6%.
R. Scott Schalo Orthodontics Retirement Plan-4$171,991$48,274$12,069iApproximate average salary by contribution assumption: employee only about $301,713 at 4% or $201,142 at 6%; with 50% employer match about $201,142 at 4% or $134,094 at 6%; with 100% employer match about $150,856 at 4% or $100,571 at 6%.
202114$147,376$46,716$11,679iApproximate average salary by contribution assumption: employee only about $291,975 at 4% or $194,650 at 6%; with 50% employer match about $194,650 at 4% or $129,767 at 6%; with 100% employer match about $145,988 at 4% or $97,325 at 6%.
R. Scott Schalo Orthodontics Retirement Plan-4$147,376$46,716$11,679iApproximate average salary by contribution assumption: employee only about $291,975 at 4% or $194,650 at 6%; with 50% employer match about $194,650 at 4% or $129,767 at 6%; with 100% employer match about $145,988 at 4% or $97,325 at 6%.
202014$91,479$47,063$11,766iApproximate average salary by contribution assumption: employee only about $294,144 at 4% or $196,096 at 6%; with 50% employer match about $196,096 at 4% or $130,731 at 6%; with 100% employer match about $147,072 at 4% or $98,048 at 6%.
R. Scott Schalo Orthodontics Retirement Plan-4$91,479$47,063$11,766iApproximate average salary by contribution assumption: employee only about $294,144 at 4% or $196,096 at 6%; with 50% employer match about $196,096 at 4% or $130,731 at 6%; with 100% employer match about $147,072 at 4% or $98,048 at 6%.
201914$38,353$38,348$9,587iApproximate average salary by contribution assumption: employee only about $239,675 at 4% or $159,783 at 6%; with 50% employer match about $159,783 at 4% or $106,522 at 6%; with 100% employer match about $119,838 at 4% or $79,892 at 6%.
R. Scott Schalo Orthodontics Retirement Plan-4$38,353$38,348$9,587iApproximate average salary by contribution assumption: employee only about $239,675 at 4% or $159,783 at 6%; with 50% employer match about $159,783 at 4% or $106,522 at 6%; with 100% employer match about $119,838 at 4% or $79,892 at 6%.
201429$562,396$846$94iApproximate average salary by contribution assumption: employee only about $2,350 at 4% or $1,567 at 6%; with 50% employer match about $1,567 at 4% or $1,044 at 6%; with 100% employer match about $1,175 at 4% or $783 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-9$562,396$846$94iApproximate average salary by contribution assumption: employee only about $2,350 at 4% or $1,567 at 6%; with 50% employer match about $1,567 at 4% or $1,044 at 6%; with 100% employer match about $1,175 at 4% or $783 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-0$0--
201319$531,791$919$102iApproximate average salary by contribution assumption: employee only about $2,553 at 4% or $1,702 at 6%; with 50% employer match about $1,702 at 4% or $1,135 at 6%; with 100% employer match about $1,276 at 4% or $851 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-9$531,791$919$102iApproximate average salary by contribution assumption: employee only about $2,553 at 4% or $1,702 at 6%; with 50% employer match about $1,702 at 4% or $1,135 at 6%; with 100% employer match about $1,276 at 4% or $851 at 6%.
2012110$460,487$5,260$526iApproximate average salary by contribution assumption: employee only about $13,150 at 4% or $8,767 at 6%; with 50% employer match about $8,767 at 4% or $5,844 at 6%; with 100% employer match about $6,575 at 4% or $4,383 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-10$460,487$5,260$526iApproximate average salary by contribution assumption: employee only about $13,150 at 4% or $8,767 at 6%; with 50% employer match about $8,767 at 4% or $5,844 at 6%; with 100% employer match about $6,575 at 4% or $4,383 at 6%.
2011110$414,694$19,502$1,950iApproximate average salary by contribution assumption: employee only about $48,755 at 4% or $32,503 at 6%; with 50% employer match about $32,503 at 4% or $21,669 at 6%; with 100% employer match about $24,378 at 4% or $16,252 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-10$414,694$19,502$1,950iApproximate average salary by contribution assumption: employee only about $48,755 at 4% or $32,503 at 6%; with 50% employer match about $32,503 at 4% or $21,669 at 6%; with 100% employer match about $24,378 at 4% or $16,252 at 6%.
2010110$416,944$20,926$2,093iApproximate average salary by contribution assumption: employee only about $52,315 at 4% or $34,877 at 6%; with 50% employer match about $34,877 at 4% or $23,251 at 6%; with 100% employer match about $26,158 at 4% or $17,438 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-10$416,944$20,926$2,093iApproximate average salary by contribution assumption: employee only about $52,315 at 4% or $34,877 at 6%; with 50% employer match about $34,877 at 4% or $23,251 at 6%; with 100% employer match about $26,158 at 4% or $17,438 at 6%.
200919$370,490$19,743$2,194iApproximate average salary by contribution assumption: employee only about $54,842 at 4% or $36,561 at 6%; with 50% employer match about $36,561 at 4% or $24,374 at 6%; with 100% employer match about $27,421 at 4% or $18,281 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-9$370,490$19,743$2,194iApproximate average salary by contribution assumption: employee only about $54,842 at 4% or $36,561 at 6%; with 50% employer match about $36,561 at 4% or $24,374 at 6%; with 100% employer match about $27,421 at 4% or $18,281 at 6%.
200818$459,702$17,930$2,241iApproximate average salary by contribution assumption: employee only about $56,031 at 4% or $37,354 at 6%; with 50% employer match about $37,354 at 4% or $24,903 at 6%; with 100% employer match about $28,016 at 4% or $18,677 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-8$459,702$17,930$2,241iApproximate average salary by contribution assumption: employee only about $56,031 at 4% or $37,354 at 6%; with 50% employer match about $37,354 at 4% or $24,903 at 6%; with 100% employer match about $28,016 at 4% or $18,677 at 6%.
200718$0$0-
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-8---
200618$494,158$68,832$8,604iApproximate average salary by contribution assumption: employee only about $215,100 at 4% or $143,400 at 6%; with 50% employer match about $143,400 at 4% or $95,600 at 6%; with 100% employer match about $107,550 at 4% or $71,700 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-8$494,158$68,832$8,604iApproximate average salary by contribution assumption: employee only about $215,100 at 4% or $143,400 at 6%; with 50% employer match about $143,400 at 4% or $95,600 at 6%; with 100% employer match about $107,550 at 4% or $71,700 at 6%.
200519$405,568$69,589$7,732iApproximate average salary by contribution assumption: employee only about $193,303 at 4% or $128,869 at 6%; with 50% employer match about $128,869 at 4% or $85,912 at 6%; with 100% employer match about $96,651 at 4% or $64,434 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-9$405,568$69,589$7,732iApproximate average salary by contribution assumption: employee only about $193,303 at 4% or $128,869 at 6%; with 50% employer match about $128,869 at 4% or $85,912 at 6%; with 100% employer match about $96,651 at 4% or $64,434 at 6%.
200418$333,192$67,738$8,467iApproximate average salary by contribution assumption: employee only about $211,681 at 4% or $141,121 at 6%; with 50% employer match about $141,121 at 4% or $94,081 at 6%; with 100% employer match about $105,841 at 4% or $70,560 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-8$333,192$67,738$8,467iApproximate average salary by contribution assumption: employee only about $211,681 at 4% or $141,121 at 6%; with 50% employer match about $141,121 at 4% or $94,081 at 6%; with 100% employer match about $105,841 at 4% or $70,560 at 6%.
200319$249,827$70,964$7,885iApproximate average salary by contribution assumption: employee only about $197,122 at 4% or $131,415 at 6%; with 50% employer match about $131,415 at 4% or $87,610 at 6%; with 100% employer match about $98,561 at 4% or $65,707 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-9$249,827$70,964$7,885iApproximate average salary by contribution assumption: employee only about $197,122 at 4% or $131,415 at 6%; with 50% employer match about $131,415 at 4% or $87,610 at 6%; with 100% employer match about $98,561 at 4% or $65,707 at 6%.
200219$149,021$65,576$7,286iApproximate average salary by contribution assumption: employee only about $182,156 at 4% or $121,437 at 6%; with 50% employer match about $121,437 at 4% or $80,958 at 6%; with 100% employer match about $91,078 at 4% or $60,719 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-9$149,021$65,576$7,286iApproximate average salary by contribution assumption: employee only about $182,156 at 4% or $121,437 at 6%; with 50% employer match about $121,437 at 4% or $80,958 at 6%; with 100% employer match about $91,078 at 4% or $60,719 at 6%.
200119$0$0-
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-9---
2000111$122,243$59,383$5,398iApproximate average salary by contribution assumption: employee only about $134,961 at 4% or $89,974 at 6%; with 50% employer match about $89,974 at 4% or $59,983 at 6%; with 100% employer match about $67,481 at 4% or $44,987 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-11$122,243$59,383$5,398iApproximate average salary by contribution assumption: employee only about $134,961 at 4% or $89,974 at 6%; with 50% employer match about $89,974 at 4% or $59,983 at 6%; with 100% employer match about $67,481 at 4% or $44,987 at 6%.
1999112$89,766$31,246$2,604iApproximate average salary by contribution assumption: employee only about $65,096 at 4% or $43,397 at 6%; with 50% employer match about $43,397 at 4% or $28,931 at 6%; with 100% employer match about $32,548 at 4% or $21,699 at 6%.
Richard S. Schalo, D.D.S., M.S. 401K Profit Sharing Plan-12$89,766$31,246$2,604iApproximate average salary by contribution assumption: employee only about $65,096 at 4% or $43,397 at 6%; with 50% employer match about $43,397 at 4% or $28,931 at 6%; with 100% employer match about $32,548 at 4% or $21,699 at 6%.