Civic Intelligence

Wood Orthodontics PC

Plan context: Wood Orthodontics 401(K) Plan

EIN 68-0606608 • Anthem, AZ • 25 filings • 3 plans

40314 N Capra WayAnthem, AZ 85086
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$2,238,829

2023 Contributions

$9,321

Historical Graphs

Total Assets Over Time

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

$2,348,916$1,174,458$0200820152022YearValue
$2,238,829Latest year 2022

Participants Over Time

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

1260200820152022YearValue
10Latest year 2022

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
202320$0$9,321-
Wood Orthodontics 401(K) Plan-0$0$9,321-
Wood Orthodontics Cash Balance Plan-0$0$0-
2022210$2,238,829$167,352$16,735iApproximate average salary by contribution assumption: employee only about $418,380 at 4% or $278,920 at 6%; with 50% employer match about $278,920 at 4% or $185,947 at 6%; with 100% employer match about $209,190 at 4% or $139,460 at 6%.
Wood Orthodontics Cash Balance Plan-10$1,170,430$105,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Wood Orthodontics 401(K) Plan-9$1,068,399$62,352$6,928iApproximate average salary by contribution assumption: employee only about $173,200 at 4% or $115,467 at 6%; with 50% employer match about $115,467 at 4% or $76,978 at 6%; with 100% employer match about $86,600 at 4% or $57,733 at 6%.
2021211$2,348,916$171,259$15,569iApproximate average salary by contribution assumption: employee only about $389,225 at 4% or $259,483 at 6%; with 50% employer match about $259,483 at 4% or $172,989 at 6%; with 100% employer match about $194,613 at 4% or $129,742 at 6%.
Wood Orthodontics Cash Balance Plan-10$1,190,265$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Wood Orthodontics 401(K) Plan-11$1,158,651$71,259$6,478iApproximate average salary by contribution assumption: employee only about $161,952 at 4% or $107,968 at 6%; with 50% employer match about $107,968 at 4% or $71,979 at 6%; with 100% employer match about $80,976 at 4% or $53,984 at 6%.
2020212$2,056,207$322,362$26,864iApproximate average salary by contribution assumption: employee only about $671,588 at 4% or $447,725 at 6%; with 50% employer match about $447,725 at 4% or $298,483 at 6%; with 100% employer match about $335,794 at 4% or $223,863 at 6%.
Wood Orthodontics Cash Balance Plan-11$1,049,795$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%.
Wood Orthodontics 401(K) Plan-12$1,006,412$62,362$5,197iApproximate average salary by contribution assumption: employee only about $129,921 at 4% or $86,614 at 6%; with 50% employer match about $86,614 at 4% or $57,743 at 6%; with 100% employer match about $64,960 at 4% or $43,307 at 6%.
2019211$1,633,266$306,272$27,843iApproximate average salary by contribution assumption: employee only about $696,073 at 4% or $464,048 at 6%; with 50% employer match about $464,048 at 4% or $309,366 at 6%; with 100% employer match about $348,036 at 4% or $232,024 at 6%.
Wood Orthodontics 401(K) Plan-10$858,642$46,272$4,627iApproximate average salary by contribution assumption: employee only about $115,680 at 4% or $77,120 at 6%; with 50% employer match about $77,120 at 4% or $51,413 at 6%; with 100% employer match about $57,840 at 4% or $38,560 at 6%.
Wood Orthodontics Cash Balance Plan-11$774,624$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%.
2018211$1,319,114$199,826$18,166iApproximate average salary by contribution assumption: employee only about $454,150 at 4% or $302,767 at 6%; with 50% employer match about $302,767 at 4% or $201,844 at 6%; with 100% employer match about $227,075 at 4% or $151,383 at 6%.
Wood Orthodontics 401(K) Plan-10$817,644$66,598$6,660iApproximate average salary by contribution assumption: employee only about $166,495 at 4% or $110,997 at 6%; with 50% employer match about $110,997 at 4% or $73,998 at 6%; with 100% employer match about $83,248 at 4% or $55,498 at 6%.
Wood Orthodontics Cash Balance Plan-11$501,470$133,228$12,112iApproximate average salary by contribution assumption: employee only about $302,791 at 4% or $201,861 at 6%; with 50% employer match about $201,861 at 4% or $134,574 at 6%; with 100% employer match about $151,395 at 4% or $100,930 at 6%.
201728$1,091,005$256,611$32,076iApproximate average salary by contribution assumption: employee only about $801,909 at 4% or $534,606 at 6%; with 50% employer match about $534,606 at 4% or $356,404 at 6%; with 100% employer match about $400,955 at 4% or $267,303 at 6%.
Wood Orthodontics 401(K) Plan-8$724,098$81,176$10,147iApproximate average salary by contribution assumption: employee only about $253,675 at 4% or $169,117 at 6%; with 50% employer match about $169,117 at 4% or $112,744 at 6%; with 100% employer match about $126,838 at 4% or $84,558 at 6%.
Wood Orthodontics Cash Balance Plan-8$366,907$175,435$21,929iApproximate average salary by contribution assumption: employee only about $548,234 at 4% or $365,490 at 6%; with 50% employer match about $365,490 at 4% or $243,660 at 6%; with 100% employer match about $274,117 at 4% or $182,745 at 6%.
2016211$799,275$173,296$15,754iApproximate average salary by contribution assumption: employee only about $393,855 at 4% or $262,570 at 6%; with 50% employer match about $262,570 at 4% or $175,046 at 6%; with 100% employer match about $196,927 at 4% or $131,285 at 6%.
Wood Orthodontics 401(K) Plan-11$611,542$74,318$6,756iApproximate average salary by contribution assumption: employee only about $168,905 at 4% or $112,603 at 6%; with 50% employer match about $112,603 at 4% or $75,069 at 6%; with 100% employer match about $84,452 at 4% or $56,302 at 6%.
Wood Orthodontics Cash Balance Plan-7$187,733$98,978$14,140iApproximate average salary by contribution assumption: employee only about $353,493 at 4% or $235,662 at 6%; with 50% employer match about $235,662 at 4% or $157,108 at 6%; with 100% employer match about $176,746 at 4% or $117,831 at 6%.
201528$609,913$219,234$27,404iApproximate average salary by contribution assumption: employee only about $685,106 at 4% or $456,738 at 6%; with 50% employer match about $456,738 at 4% or $304,492 at 6%; with 100% employer match about $342,553 at 4% or $228,369 at 6%.
Wood Orthodontics 401(K) Plan-8$521,173$130,494$16,312iApproximate average salary by contribution assumption: employee only about $407,794 at 4% or $271,863 at 6%; with 50% employer match about $271,863 at 4% or $181,242 at 6%; with 100% employer match about $203,897 at 4% or $135,931 at 6%.
Wood Orthodontics Cash Balance Plan-7$88,740$88,740$12,677iApproximate average salary by contribution assumption: employee only about $316,929 at 4% or $211,286 at 6%; with 50% employer match about $211,286 at 4% or $140,857 at 6%; with 100% employer match about $158,464 at 4% or $105,643 at 6%.
201418$393,424$124,944$15,618iApproximate average salary by contribution assumption: employee only about $390,450 at 4% or $260,300 at 6%; with 50% employer match about $260,300 at 4% or $173,533 at 6%; with 100% employer match about $195,225 at 4% or $130,150 at 6%.
Wood Orthodontics 401(K) Plan-8$393,424$124,944$15,618iApproximate average salary by contribution assumption: employee only about $390,450 at 4% or $260,300 at 6%; with 50% employer match about $260,300 at 4% or $173,533 at 6%; with 100% employer match about $195,225 at 4% or $130,150 at 6%.
201317$219,084$43,162$6,166iApproximate average salary by contribution assumption: employee only about $154,150 at 4% or $102,767 at 6%; with 50% employer match about $102,767 at 4% or $68,511 at 6%; with 100% employer match about $77,075 at 4% or $51,383 at 6%.
Wood Orthodontics 401(K) Plan-7$219,084$43,162$6,166iApproximate average salary by contribution assumption: employee only about $154,150 at 4% or $102,767 at 6%; with 50% employer match about $102,767 at 4% or $68,511 at 6%; with 100% employer match about $77,075 at 4% or $51,383 at 6%.
201219$164,312$17,000$1,889iApproximate average salary by contribution assumption: employee only about $47,222 at 4% or $31,481 at 6%; with 50% employer match about $31,481 at 4% or $20,988 at 6%; with 100% employer match about $23,611 at 4% or $15,741 at 6%.
Wood Orthodontics 401(K) Plan-9$164,312$17,000$1,889iApproximate average salary by contribution assumption: employee only about $47,222 at 4% or $31,481 at 6%; with 50% employer match about $31,481 at 4% or $20,988 at 6%; with 100% employer match about $23,611 at 4% or $15,741 at 6%.
201117$158,952$41,215$5,888iApproximate average salary by contribution assumption: employee only about $147,196 at 4% or $98,131 at 6%; with 50% employer match about $98,131 at 4% or $65,421 at 6%; with 100% employer match about $73,598 at 4% or $49,065 at 6%.
Wood Orthodontics 401(K) Plan-7$158,952$41,215$5,888iApproximate average salary by contribution assumption: employee only about $147,196 at 4% or $98,131 at 6%; with 50% employer match about $98,131 at 4% or $65,421 at 6%; with 100% employer match about $73,598 at 4% or $49,065 at 6%.
201016$93,187$40,185$6,698iApproximate average salary by contribution assumption: employee only about $167,438 at 4% or $111,625 at 6%; with 50% employer match about $111,625 at 4% or $74,417 at 6%; with 100% employer match about $83,719 at 4% or $55,813 at 6%.
Wood Orthodontics 401(K) Plan-6$93,187$40,185$6,698iApproximate average salary by contribution assumption: employee only about $167,438 at 4% or $111,625 at 6%; with 50% employer match about $111,625 at 4% or $74,417 at 6%; with 100% employer match about $83,719 at 4% or $55,813 at 6%.
200915$56,255$37,385$7,477iApproximate average salary by contribution assumption: employee only about $186,925 at 4% or $124,617 at 6%; with 50% employer match about $124,617 at 4% or $83,078 at 6%; with 100% employer match about $93,463 at 4% or $62,308 at 6%.
Wood Orthodontics 401(K) Plan-5$56,255$37,385$7,477iApproximate average salary by contribution assumption: employee only about $186,925 at 4% or $124,617 at 6%; with 50% employer match about $124,617 at 4% or $83,078 at 6%; with 100% employer match about $93,463 at 4% or $62,308 at 6%.
200814$20,156$21,804$5,451iApproximate average salary by contribution assumption: employee only about $136,275 at 4% or $90,850 at 6%; with 50% employer match about $90,850 at 4% or $60,567 at 6%; with 100% employer match about $68,138 at 4% or $45,425 at 6%.
Wood Orthodontics 401(K) Plan-4$20,156$21,804$5,451iApproximate average salary by contribution assumption: employee only about $136,275 at 4% or $90,850 at 6%; with 50% employer match about $90,850 at 4% or $60,567 at 6%; with 100% employer match about $68,138 at 4% or $45,425 at 6%.