Civic Intelligence

Lisa M. Wentz, D.D.S., P.A.

Plan context: WENTZ ORTHODONTICS/PERIODONTICS DEFINED BENEFIT PENSION PLAN & TRUST

EIN 75-2546834 • Lubbock, TX • 14 filings • 5 plans

4013 84th StreetLubbock, TX 79423-1913
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$9,053,978

2025 Contributions

$4,146

Historical Graphs

Total Assets Over Time

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

$9,053,978$4,526,989$0199920042024YearValue
$9,053,978Latest year 2024

Participants Over Time

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

1680199920032024YearValue
11Latest 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
202520$0$0-
WENTZ ORTHODONTICS/PERIODONTICS DEFINED BENEFIT PENSION PLAN & TRUST-0$0$0-
Wentz Orthodontics/Periodontics Retirement Plan-0$0--
2024211$9,053,978$4,146$377iApproximate average salary by contribution assumption: employee only about $9,423 at 4% or $6,282 at 6%; with 50% employer match about $6,282 at 4% or $4,188 at 6%; with 100% employer match about $4,711 at 4% or $3,141 at 6%.
WENTZ ORTHODONTICS/PERIODONTICS DEFINED BENEFIT PENSION PLAN & TRUST-11$4,956,862$0-
Wentz Orthodontics/Periodontics Retirement Plan-11$4,097,116$4,146$377iApproximate average salary by contribution assumption: employee only about $9,423 at 4% or $6,282 at 6%; with 50% employer match about $6,282 at 4% or $4,188 at 6%; with 100% employer match about $4,711 at 4% or $3,141 at 6%.
2023212$8,187,906$61,568$5,131iApproximate average salary by contribution assumption: employee only about $128,267 at 4% or $85,511 at 6%; with 50% employer match about $85,511 at 4% or $57,007 at 6%; with 100% employer match about $64,133 at 4% or $42,756 at 6%.
WENTZ ORTHODONTICS/PERIODONTICS DEFINED BENEFIT PENSION PLAN & TRUST-12$4,592,952$0-
Wentz Orthodontics/Periodontics Retirement Plan-11$3,594,954$61,568$5,597iApproximate average salary by contribution assumption: employee only about $139,927 at 4% or $93,285 at 6%; with 50% employer match about $93,285 at 4% or $62,190 at 6%; with 100% employer match about $69,964 at 4% or $46,642 at 6%.
2021116$4,022,043$164,426$10,277iApproximate average salary by contribution assumption: employee only about $256,916 at 4% or $171,277 at 6%; with 50% employer match about $171,277 at 4% or $114,185 at 6%; with 100% employer match about $128,458 at 4% or $85,639 at 6%.
Wentz Orthodontics/Periodontics Retirement Plan-16$4,022,043$164,426$10,277iApproximate average salary by contribution assumption: employee only about $256,916 at 4% or $171,277 at 6%; with 50% employer match about $171,277 at 4% or $114,185 at 6%; with 100% employer match about $128,458 at 4% or $85,639 at 6%.
200510$0$0-
Wentz Orthodontics/Periodontics Retirement Plan-0---
2004111$1,054,460$48,581$4,416iApproximate average salary by contribution assumption: employee only about $110,411 at 4% or $73,608 at 6%; with 50% employer match about $73,608 at 4% or $49,072 at 6%; with 100% employer match about $55,206 at 4% or $36,804 at 6%.
Wentz Orthodontics/Periodontics Retirement Plan-11$1,054,460$48,581$4,416iApproximate average salary by contribution assumption: employee only about $110,411 at 4% or $73,608 at 6%; with 50% employer match about $73,608 at 4% or $49,072 at 6%; with 100% employer match about $55,206 at 4% or $36,804 at 6%.
200318$948,761$65,691$8,211iApproximate average salary by contribution assumption: employee only about $205,284 at 4% or $136,856 at 6%; with 50% employer match about $136,856 at 4% or $91,238 at 6%; with 100% employer match about $102,642 at 4% or $68,428 at 6%.
Wentz Orthodontics/Periodontics Retirement Plan-8$948,761$65,691$8,211iApproximate average salary by contribution assumption: employee only about $205,284 at 4% or $136,856 at 6%; with 50% employer match about $136,856 at 4% or $91,238 at 6%; with 100% employer match about $102,642 at 4% or $68,428 at 6%.
200217$749,924$63,044$9,006iApproximate average salary by contribution assumption: employee only about $225,157 at 4% or $150,105 at 6%; with 50% employer match about $150,105 at 4% or $100,070 at 6%; with 100% employer match about $112,579 at 4% or $75,052 at 6%.
Wentz Orthodontics/Periodontics Retirement Plan-7$749,924$63,044$9,006iApproximate average salary by contribution assumption: employee only about $225,157 at 4% or $150,105 at 6%; with 50% employer match about $150,105 at 4% or $100,070 at 6%; with 100% employer match about $112,579 at 4% or $75,052 at 6%.
200117$0$0-
Wentz Orthodontics/Periodontics Retirement Plan-7---
200017$796,756$49,752$7,107iApproximate average salary by contribution assumption: employee only about $177,686 at 4% or $118,457 at 6%; with 50% employer match about $118,457 at 4% or $78,971 at 6%; with 100% employer match about $88,843 at 4% or $59,229 at 6%.
Wentz Orthodontics/Periodontics Retirement Plan-7$796,756$49,752$7,107iApproximate average salary by contribution assumption: employee only about $177,686 at 4% or $118,457 at 6%; with 50% employer match about $118,457 at 4% or $78,971 at 6%; with 100% employer match about $88,843 at 4% or $59,229 at 6%.
199916$699,611$44,120$7,353iApproximate average salary by contribution assumption: employee only about $183,833 at 4% or $122,556 at 6%; with 50% employer match about $122,556 at 4% or $81,704 at 6%; with 100% employer match about $91,917 at 4% or $61,278 at 6%.
Wentz Orthodontics/Periodontics Retirement Plan-6$699,611$44,120$7,353iApproximate average salary by contribution assumption: employee only about $183,833 at 4% or $122,556 at 6%; with 50% employer match about $122,556 at 4% or $81,704 at 6%; with 100% employer match about $91,917 at 4% or $61,278 at 6%.