Civic Intelligence

WOOD ORTHODONTICS

Plan context: CENTRAL VALLEY ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST

EIN 81-4672718 • Visalia, CA • 5 filings • 1 plans

1549 W. Main StreetVisalia, CA 93291
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$751,451

2025 Contributions

$136,459

Historical Graphs

Total Assets Over Time

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

$751,451$375,726$0202120232025YearValue
$751,451Latest year 2025

Participants Over Time

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

1790202120232025YearValue
15Latest 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
2025115$751,451$136,459$9,097iApproximate average salary by contribution assumption: employee only about $227,432 at 4% or $151,621 at 6%; with 50% employer match about $151,621 at 4% or $101,081 at 6%; with 100% employer match about $113,716 at 4% or $75,811 at 6%.
CENTRAL VALLEY ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST-15$751,451$136,459$9,097iApproximate average salary by contribution assumption: employee only about $227,432 at 4% or $151,621 at 6%; with 50% employer match about $151,621 at 4% or $101,081 at 6%; with 100% employer match about $113,716 at 4% or $75,811 at 6%.
2024116$573,064$140,746$8,797iApproximate average salary by contribution assumption: employee only about $219,916 at 4% or $146,610 at 6%; with 50% employer match about $146,610 at 4% or $97,740 at 6%; with 100% employer match about $109,958 at 4% or $73,305 at 6%.
CENTRAL VALLEY ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST-16$573,064$140,746$8,797iApproximate average salary by contribution assumption: employee only about $219,916 at 4% or $146,610 at 6%; with 50% employer match about $146,610 at 4% or $97,740 at 6%; with 100% employer match about $109,958 at 4% or $73,305 at 6%.
2023117$398,110$140,213$8,248iApproximate average salary by contribution assumption: employee only about $206,196 at 4% or $137,464 at 6%; with 50% employer match about $137,464 at 4% or $91,642 at 6%; with 100% employer match about $103,098 at 4% or $68,732 at 6%.
CENTRAL VALLEY ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST-17$398,110$140,213$8,248iApproximate average salary by contribution assumption: employee only about $206,196 at 4% or $137,464 at 6%; with 50% employer match about $137,464 at 4% or $91,642 at 6%; with 100% employer match about $103,098 at 4% or $68,732 at 6%.
2022115$212,337$117,127$7,808iApproximate average salary by contribution assumption: employee only about $195,212 at 4% or $130,141 at 6%; with 50% employer match about $130,141 at 4% or $86,761 at 6%; with 100% employer match about $97,606 at 4% or $65,071 at 6%.
CENTRAL VALLEY ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST-15$212,337$117,127$7,808iApproximate average salary by contribution assumption: employee only about $195,212 at 4% or $130,141 at 6%; with 50% employer match about $130,141 at 4% or $86,761 at 6%; with 100% employer match about $97,606 at 4% or $65,071 at 6%.
2021114$105,123$104,348$7,453iApproximate average salary by contribution assumption: employee only about $186,336 at 4% or $124,224 at 6%; with 50% employer match about $124,224 at 4% or $82,816 at 6%; with 100% employer match about $93,168 at 4% or $62,112 at 6%.
CENTRAL VALLEY ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST-14$105,123$104,348$7,453iApproximate average salary by contribution assumption: employee only about $186,336 at 4% or $124,224 at 6%; with 50% employer match about $124,224 at 4% or $82,816 at 6%; with 100% employer match about $93,168 at 4% or $62,112 at 6%.