Civic Intelligence

WILLIAM H. HEATH, D.D.S., INC.

Plan context: WILLIAM H. HEATH, D.D.S., INC. 401(K) PLAN

EIN 85-4105255 • Lompoc, CA • 4 filings • 1 plans

3759 Constellation RoadLompoc, CA 93436
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,069,414

2025 Contributions

$96,618

Historical Graphs

Total Assets Over Time

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

$2,069,414$1,034,707$0202220242025YearValue
$2,069,414Latest year 2025

Participants Over Time

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

740202220242025YearValue
7Latest 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
202517$2,069,414$96,618$13,803iApproximate average salary by contribution assumption: employee only about $345,064 at 4% or $230,043 at 6%; with 50% employer match about $230,043 at 4% or $153,362 at 6%; with 100% employer match about $172,532 at 4% or $115,021 at 6%.
WILLIAM H. HEATH, D.D.S., INC. 401(K) PLAN-7$2,069,414$96,618$13,803iApproximate average salary by contribution assumption: employee only about $345,064 at 4% or $230,043 at 6%; with 50% employer match about $230,043 at 4% or $153,362 at 6%; with 100% employer match about $172,532 at 4% or $115,021 at 6%.
202417$1,732,966$1,648,534$235,505iApproximate average salary by contribution assumption: employee only about $5,887,621 at 4% or $3,925,081 at 6%; with 50% employer match about $3,925,081 at 4% or $2,616,721 at 6%; with 100% employer match about $2,943,811 at 4% or $1,962,540 at 6%.
WILLIAM H. HEATH, D.D.S., INC. 401(K) PLAN-7$1,732,966$1,648,534$235,505iApproximate average salary by contribution assumption: employee only about $5,887,621 at 4% or $3,925,081 at 6%; with 50% employer match about $3,925,081 at 4% or $2,616,721 at 6%; with 100% employer match about $2,943,811 at 4% or $1,962,540 at 6%.
202315$106,106$64,799$12,960iApproximate average salary by contribution assumption: employee only about $323,995 at 4% or $215,997 at 6%; with 50% employer match about $215,997 at 4% or $143,998 at 6%; with 100% employer match about $161,998 at 4% or $107,998 at 6%.
WILLIAM H. HEATH, D.D.S., INC. 401(K) PLAN-5$106,106$64,799$12,960iApproximate average salary by contribution assumption: employee only about $323,995 at 4% or $215,997 at 6%; with 50% employer match about $215,997 at 4% or $143,998 at 6%; with 100% employer match about $161,998 at 4% or $107,998 at 6%.
202214$39,265$43,695$10,924iApproximate average salary by contribution assumption: employee only about $273,094 at 4% or $182,063 at 6%; with 50% employer match about $182,063 at 4% or $121,375 at 6%; with 100% employer match about $136,547 at 4% or $91,031 at 6%.
WILLIAM H. HEATH, D.D.S., INC. 401(K) PLAN-4$39,265$43,695$10,924iApproximate average salary by contribution assumption: employee only about $273,094 at 4% or $182,063 at 6%; with 50% employer match about $182,063 at 4% or $121,375 at 6%; with 100% employer match about $136,547 at 4% or $91,031 at 6%.