Civic Intelligence

JONATHAN M DREW DDS INC

Plan context: LAKE ORTHODONTICS 401K RETIREMENT PLAN

EIN 88-0572658 • Lakeport, CA • 3 filings • 1 plans

120 9th StreetLakeport, CA 95453
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$221,544

2025 Contributions

$65,151

Historical Graphs

Total Assets Over Time

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

$221,544$110,772$0202320242025YearValue
$221,544Latest year 2025

Participants Over Time

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

320202320242025YearValue
3Latest 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
202513$221,544$65,151$21,717iApproximate average salary by contribution assumption: employee only about $542,925 at 4% or $361,950 at 6%; with 50% employer match about $361,950 at 4% or $241,300 at 6%; with 100% employer match about $271,463 at 4% or $180,975 at 6%.
LAKE ORTHODONTICS 401K RETIREMENT PLAN-3$221,544$65,151$21,717iApproximate average salary by contribution assumption: employee only about $542,925 at 4% or $361,950 at 6%; with 50% employer match about $361,950 at 4% or $241,300 at 6%; with 100% employer match about $271,463 at 4% or $180,975 at 6%.
202413$126,871$63,701$21,234iApproximate average salary by contribution assumption: employee only about $530,842 at 4% or $353,894 at 6%; with 50% employer match about $353,894 at 4% or $235,930 at 6%; with 100% employer match about $265,421 at 4% or $176,947 at 6%.
LAKE ORTHODONTICS 401K RETIREMENT PLAN-3$126,871$63,701$21,234iApproximate average salary by contribution assumption: employee only about $530,842 at 4% or $353,894 at 6%; with 50% employer match about $353,894 at 4% or $235,930 at 6%; with 100% employer match about $265,421 at 4% or $176,947 at 6%.
202313$54,294$50,377$16,792iApproximate average salary by contribution assumption: employee only about $419,808 at 4% or $279,872 at 6%; with 50% employer match about $279,872 at 4% or $186,581 at 6%; with 100% employer match about $209,904 at 4% or $139,936 at 6%.
LAKE ORTHODONTICS 401K RETIREMENT PLAN-3$54,294$50,377$16,792iApproximate average salary by contribution assumption: employee only about $419,808 at 4% or $279,872 at 6%; with 50% employer match about $279,872 at 4% or $186,581 at 6%; with 100% employer match about $209,904 at 4% or $139,936 at 6%.