Civic Intelligence

DANA SCHMIDL DDS PC

Plan context: SCHMIDL ORTHODONTICS 401(K) PLAN

EIN 81-1703641 • Medford, OR • 7 filings • 1 plans

2937 Siskiyou BlvdMedford, OR 97504
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,826,984

2025 Contributions

$112,115

Historical Graphs

Total Assets Over Time

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

$1,826,984$913,492$0201920222025YearValue
$1,826,984Latest year 2025

Participants Over Time

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

1260201920222025YearValue
12Latest 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
2025112$1,826,984$112,115$9,343iApproximate average salary by contribution assumption: employee only about $233,573 at 4% or $155,715 at 6%; with 50% employer match about $155,715 at 4% or $103,810 at 6%; with 100% employer match about $116,786 at 4% or $77,858 at 6%.
SCHMIDL ORTHODONTICS 401(K) PLAN-12$1,826,984$112,115$9,343iApproximate average salary by contribution assumption: employee only about $233,573 at 4% or $155,715 at 6%; with 50% employer match about $155,715 at 4% or $103,810 at 6%; with 100% employer match about $116,786 at 4% or $77,858 at 6%.
2024110$1,518,357$109,043$10,904iApproximate average salary by contribution assumption: employee only about $272,608 at 4% or $181,738 at 6%; with 50% employer match about $181,738 at 4% or $121,159 at 6%; with 100% employer match about $136,304 at 4% or $90,869 at 6%.
SCHMIDL ORTHODONTICS 401(K) PLAN-10$1,518,357$109,043$10,904iApproximate average salary by contribution assumption: employee only about $272,608 at 4% or $181,738 at 6%; with 50% employer match about $181,738 at 4% or $121,159 at 6%; with 100% employer match about $136,304 at 4% or $90,869 at 6%.
2023110$1,264,807$109,104$10,910iApproximate average salary by contribution assumption: employee only about $272,760 at 4% or $181,840 at 6%; with 50% employer match about $181,840 at 4% or $121,227 at 6%; with 100% employer match about $136,380 at 4% or $90,920 at 6%.
SCHMIDL ORTHODONTICS 401(K) PLAN-10$1,264,807$109,104$10,910iApproximate average salary by contribution assumption: employee only about $272,760 at 4% or $181,840 at 6%; with 50% employer match about $181,840 at 4% or $121,227 at 6%; with 100% employer match about $136,380 at 4% or $90,920 at 6%.
2022110$977,033$849,304$84,930iApproximate average salary by contribution assumption: employee only about $2,123,260 at 4% or $1,415,507 at 6%; with 50% employer match about $1,415,507 at 4% or $943,671 at 6%; with 100% employer match about $1,061,630 at 4% or $707,753 at 6%.
SCHMIDL ORTHODONTICS 401(K) PLAN-10$977,033$849,304$84,930iApproximate average salary by contribution assumption: employee only about $2,123,260 at 4% or $1,415,507 at 6%; with 50% employer match about $1,415,507 at 4% or $943,671 at 6%; with 100% employer match about $1,061,630 at 4% or $707,753 at 6%.
202119$255,666$102,673$11,408iApproximate average salary by contribution assumption: employee only about $285,203 at 4% or $190,135 at 6%; with 50% employer match about $190,135 at 4% or $126,757 at 6%; with 100% employer match about $142,601 at 4% or $95,068 at 6%.
SCHMIDL ORTHODONTICS 401(K) PLAN-9$255,666$102,673$11,408iApproximate average salary by contribution assumption: employee only about $285,203 at 4% or $190,135 at 6%; with 50% employer match about $190,135 at 4% or $126,757 at 6%; with 100% employer match about $142,601 at 4% or $95,068 at 6%.
202017$136,945$100,279$14,326iApproximate average salary by contribution assumption: employee only about $358,139 at 4% or $238,760 at 6%; with 50% employer match about $238,760 at 4% or $159,173 at 6%; with 100% employer match about $179,070 at 4% or $119,380 at 6%.
SCHMIDL ORTHODONTICS 401(K) PLAN-7$136,945$100,279$14,326iApproximate average salary by contribution assumption: employee only about $358,139 at 4% or $238,760 at 6%; with 50% employer match about $238,760 at 4% or $159,173 at 6%; with 100% employer match about $179,070 at 4% or $119,380 at 6%.
201914$27,191$26,058$6,515iApproximate average salary by contribution assumption: employee only about $162,863 at 4% or $108,575 at 6%; with 50% employer match about $108,575 at 4% or $72,383 at 6%; with 100% employer match about $81,431 at 4% or $54,288 at 6%.
SCHMIDL ORTHODONTICS 401(K) PLAN-4$27,191$26,058$6,515iApproximate average salary by contribution assumption: employee only about $162,863 at 4% or $108,575 at 6%; with 50% employer match about $108,575 at 4% or $72,383 at 6%; with 100% employer match about $81,431 at 4% or $54,288 at 6%.