Civic Intelligence

Trevor T. Veltkamp, D.D.S., P.S.

Plan context: Veltkamp Orthodontics 401(K) Profit Sharing Plan

EIN 91-2130132 • Bellingham, WA • 30 filings • 4 plans

3400 Squalicum Parkway Suite 105Bellingham, WA 98225
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,524,522

2024 Contributions

$617,358

Historical Graphs

Total Assets Over Time

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

$3,524,522$1,762,261$0200220142024YearValue
$3,524,522Latest year 2024

Participants Over Time

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

1260200220132024YearValue
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
2024211$3,524,522$617,358$56,123iApproximate average salary by contribution assumption: employee only about $1,403,086 at 4% or $935,391 at 6%; with 50% employer match about $935,391 at 4% or $623,594 at 6%; with 100% employer match about $701,543 at 4% or $467,695 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-11$2,071,819$217,358$19,760iApproximate average salary by contribution assumption: employee only about $493,995 at 4% or $329,330 at 6%; with 50% employer match about $329,330 at 4% or $219,554 at 6%; with 100% employer match about $246,998 at 4% or $164,665 at 6%.
Veltkamp Orthodontics Cash Balance Plan-10$1,452,703$400,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
2023210$2,488,074$317,629$31,763iApproximate average salary by contribution assumption: employee only about $794,073 at 4% or $529,382 at 6%; with 50% employer match about $529,382 at 4% or $352,921 at 6%; with 100% employer match about $397,036 at 4% or $264,691 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-9$1,541,756$117,629$13,070iApproximate average salary by contribution assumption: employee only about $326,747 at 4% or $217,831 at 6%; with 50% employer match about $217,831 at 4% or $145,221 at 6%; with 100% employer match about $163,374 at 4% or $108,916 at 6%.
Veltkamp Orthodontics Cash Balance Plan-10$946,318$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202229$2,157,477$305,751$33,972iApproximate average salary by contribution assumption: employee only about $849,308 at 4% or $566,206 at 6%; with 50% employer match about $566,206 at 4% or $377,470 at 6%; with 100% employer match about $424,654 at 4% or $283,103 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-9$1,394,284$80,751$8,972iApproximate average salary by contribution assumption: employee only about $224,308 at 4% or $149,539 at 6%; with 50% employer match about $149,539 at 4% or $99,693 at 6%; with 100% employer match about $112,154 at 4% or $74,769 at 6%.
Veltkamp Orthodontics Cash Balance Plan-9$763,193$225,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2021212$2,128,559$263,535$21,961iApproximate average salary by contribution assumption: employee only about $549,031 at 4% or $366,021 at 6%; with 50% employer match about $366,021 at 4% or $244,014 at 6%; with 100% employer match about $274,516 at 4% or $183,010 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-11$1,527,496$75,601$6,873iApproximate average salary by contribution assumption: employee only about $171,820 at 4% or $114,547 at 6%; with 50% employer match about $114,547 at 4% or $76,365 at 6%; with 100% employer match about $85,910 at 4% or $57,273 at 6%.
Veltkamp Orthodontics Cash Balance Plan-12$601,063$187,934$15,661iApproximate average salary by contribution assumption: employee only about $391,529 at 4% or $261,019 at 6%; with 50% employer match about $261,019 at 4% or $174,013 at 6%; with 100% employer match about $195,765 at 4% or $130,510 at 6%.
2020210$1,738,998$190,790$19,079iApproximate average salary by contribution assumption: employee only about $476,975 at 4% or $317,983 at 6%; with 50% employer match about $317,983 at 4% or $211,989 at 6%; with 100% employer match about $238,488 at 4% or $158,992 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-10$1,329,284$65,790$6,579iApproximate average salary by contribution assumption: employee only about $164,475 at 4% or $109,650 at 6%; with 50% employer match about $109,650 at 4% or $73,100 at 6%; with 100% employer match about $82,238 at 4% or $54,825 at 6%.
Veltkamp Orthodontics Cash Balance Plan-10$409,714$125,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201929$1,480,017$392,858$43,651iApproximate average salary by contribution assumption: employee only about $1,091,272 at 4% or $727,515 at 6%; with 50% employer match about $727,515 at 4% or $485,010 at 6%; with 100% employer match about $545,636 at 4% or $363,757 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-9$1,208,688$237,858$26,429iApproximate average salary by contribution assumption: employee only about $660,717 at 4% or $440,478 at 6%; with 50% employer match about $440,478 at 4% or $293,652 at 6%; with 100% employer match about $330,358 at 4% or $220,239 at 6%.
Veltkamp Orthodontics Cash Balance Plan-9$271,329$155,000$17,222iApproximate average salary by contribution assumption: employee only about $430,556 at 4% or $287,037 at 6%; with 50% employer match about $287,037 at 4% or $191,358 at 6%; with 100% employer match about $215,278 at 4% or $143,519 at 6%.
201828$1,137,106$180,668$22,584iApproximate average salary by contribution assumption: employee only about $564,588 at 4% or $376,392 at 6%; with 50% employer match about $376,392 at 4% or $250,928 at 6%; with 100% employer match about $282,294 at 4% or $188,196 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-8$1,028,489$72,051$9,006iApproximate average salary by contribution assumption: employee only about $225,159 at 4% or $150,106 at 6%; with 50% employer match about $150,106 at 4% or $100,071 at 6%; with 100% employer match about $112,580 at 4% or $75,053 at 6%.
Veltkamp Orthodontics Cash Balance Plan-8$108,617$108,617$13,577iApproximate average salary by contribution assumption: employee only about $339,428 at 4% or $226,285 at 6%; with 50% employer match about $226,285 at 4% or $150,857 at 6%; with 100% employer match about $169,714 at 4% or $113,143 at 6%.
201718$1,074,089$92,062$11,508iApproximate average salary by contribution assumption: employee only about $287,694 at 4% or $191,796 at 6%; with 50% employer match about $191,796 at 4% or $127,864 at 6%; with 100% employer match about $143,847 at 4% or $95,898 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-8$1,074,089$92,062$11,508iApproximate average salary by contribution assumption: employee only about $287,694 at 4% or $191,796 at 6%; with 50% employer match about $191,796 at 4% or $127,864 at 6%; with 100% employer match about $143,847 at 4% or $95,898 at 6%.
201618$864,263$92,681$11,585iApproximate average salary by contribution assumption: employee only about $289,628 at 4% or $193,085 at 6%; with 50% employer match about $193,085 at 4% or $128,724 at 6%; with 100% employer match about $144,814 at 4% or $96,543 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-8$864,263$92,681$11,585iApproximate average salary by contribution assumption: employee only about $289,628 at 4% or $193,085 at 6%; with 50% employer match about $193,085 at 4% or $128,724 at 6%; with 100% employer match about $144,814 at 4% or $96,543 at 6%.
201519$709,089$130,393$14,488iApproximate average salary by contribution assumption: employee only about $362,203 at 4% or $241,469 at 6%; with 50% employer match about $241,469 at 4% or $160,979 at 6%; with 100% employer match about $181,101 at 4% or $120,734 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-9$709,089$130,393$14,488iApproximate average salary by contribution assumption: employee only about $362,203 at 4% or $241,469 at 6%; with 50% employer match about $241,469 at 4% or $160,979 at 6%; with 100% employer match about $181,101 at 4% or $120,734 at 6%.
201418$600,478$53,324$6,666iApproximate average salary by contribution assumption: employee only about $166,638 at 4% or $111,092 at 6%; with 50% employer match about $111,092 at 4% or $74,061 at 6%; with 100% employer match about $83,319 at 4% or $55,546 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-8$600,478$53,324$6,666iApproximate average salary by contribution assumption: employee only about $166,638 at 4% or $111,092 at 6%; with 50% employer match about $111,092 at 4% or $74,061 at 6%; with 100% employer match about $83,319 at 4% or $55,546 at 6%.
201317$548,240$45,665$6,524iApproximate average salary by contribution assumption: employee only about $163,089 at 4% or $108,726 at 6%; with 50% employer match about $108,726 at 4% or $72,484 at 6%; with 100% employer match about $81,545 at 4% or $54,363 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-7$548,240$45,665$6,524iApproximate average salary by contribution assumption: employee only about $163,089 at 4% or $108,726 at 6%; with 50% employer match about $108,726 at 4% or $72,484 at 6%; with 100% employer match about $81,545 at 4% or $54,363 at 6%.
201218$479,868$46,814$5,852iApproximate average salary by contribution assumption: employee only about $146,294 at 4% or $97,529 at 6%; with 50% employer match about $97,529 at 4% or $65,019 at 6%; with 100% employer match about $73,147 at 4% or $48,765 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-8$479,868$46,814$5,852iApproximate average salary by contribution assumption: employee only about $146,294 at 4% or $97,529 at 6%; with 50% employer match about $97,529 at 4% or $65,019 at 6%; with 100% employer match about $73,147 at 4% or $48,765 at 6%.
201117$413,295$48,788$6,970iApproximate average salary by contribution assumption: employee only about $174,243 at 4% or $116,162 at 6%; with 50% employer match about $116,162 at 4% or $77,441 at 6%; with 100% employer match about $87,121 at 4% or $58,081 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-7$413,295$48,788$6,970iApproximate average salary by contribution assumption: employee only about $174,243 at 4% or $116,162 at 6%; with 50% employer match about $116,162 at 4% or $77,441 at 6%; with 100% employer match about $87,121 at 4% or $58,081 at 6%.
2010110$376,037$49,820$4,982iApproximate average salary by contribution assumption: employee only about $124,550 at 4% or $83,033 at 6%; with 50% employer match about $83,033 at 4% or $55,356 at 6%; with 100% employer match about $62,275 at 4% or $41,517 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-10$376,037$49,820$4,982iApproximate average salary by contribution assumption: employee only about $124,550 at 4% or $83,033 at 6%; with 50% employer match about $83,033 at 4% or $55,356 at 6%; with 100% employer match about $62,275 at 4% or $41,517 at 6%.
2009110$308,091$49,869$4,987iApproximate average salary by contribution assumption: employee only about $124,672 at 4% or $83,115 at 6%; with 50% employer match about $83,115 at 4% or $55,410 at 6%; with 100% employer match about $62,336 at 4% or $41,558 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-10$308,091$49,869$4,987iApproximate average salary by contribution assumption: employee only about $124,672 at 4% or $83,115 at 6%; with 50% employer match about $83,115 at 4% or $55,410 at 6%; with 100% employer match about $62,336 at 4% or $41,558 at 6%.
200816$197,955$45,068$7,511iApproximate average salary by contribution assumption: employee only about $187,783 at 4% or $125,189 at 6%; with 50% employer match about $125,189 at 4% or $83,459 at 6%; with 100% employer match about $93,892 at 4% or $62,594 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-6$197,955$45,068$7,511iApproximate average salary by contribution assumption: employee only about $187,783 at 4% or $125,189 at 6%; with 50% employer match about $125,189 at 4% or $83,459 at 6%; with 100% employer match about $93,892 at 4% or $62,594 at 6%.
200717$0$0-
Veltkamp Orthodontics 401(K) Profit Sharing Plan-7---
200616$285,514$53,145$8,858iApproximate average salary by contribution assumption: employee only about $221,438 at 4% or $147,625 at 6%; with 50% employer match about $147,625 at 4% or $98,417 at 6%; with 100% employer match about $110,719 at 4% or $73,813 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-6$285,514$53,145$8,858iApproximate average salary by contribution assumption: employee only about $221,438 at 4% or $147,625 at 6%; with 50% employer match about $147,625 at 4% or $98,417 at 6%; with 100% employer match about $110,719 at 4% or $73,813 at 6%.
200516$204,474$50,917$8,486iApproximate average salary by contribution assumption: employee only about $212,154 at 4% or $141,436 at 6%; with 50% employer match about $141,436 at 4% or $94,291 at 6%; with 100% employer match about $106,077 at 4% or $70,718 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-6$204,474$50,917$8,486iApproximate average salary by contribution assumption: employee only about $212,154 at 4% or $141,436 at 6%; with 50% employer match about $141,436 at 4% or $94,291 at 6%; with 100% employer match about $106,077 at 4% or $70,718 at 6%.
200416$139,265$46,219$7,703iApproximate average salary by contribution assumption: employee only about $192,579 at 4% or $128,386 at 6%; with 50% employer match about $128,386 at 4% or $85,591 at 6%; with 100% employer match about $96,290 at 4% or $64,193 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-6$139,265$46,219$7,703iApproximate average salary by contribution assumption: employee only about $192,579 at 4% or $128,386 at 6%; with 50% employer match about $128,386 at 4% or $85,591 at 6%; with 100% employer match about $96,290 at 4% or $64,193 at 6%.
200315$81,751$34,768$6,954iApproximate average salary by contribution assumption: employee only about $173,840 at 4% or $115,893 at 6%; with 50% employer match about $115,893 at 4% or $77,262 at 6%; with 100% employer match about $86,920 at 4% or $57,947 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-5$81,751$34,768$6,954iApproximate average salary by contribution assumption: employee only about $173,840 at 4% or $115,893 at 6%; with 50% employer match about $115,893 at 4% or $77,262 at 6%; with 100% employer match about $86,920 at 4% or $57,947 at 6%.
200216$32,298$33,765$5,628iApproximate average salary by contribution assumption: employee only about $140,688 at 4% or $93,792 at 6%; with 50% employer match about $93,792 at 4% or $62,528 at 6%; with 100% employer match about $70,344 at 4% or $46,896 at 6%.
Veltkamp Orthodontics 401(K) Profit Sharing Plan-6$32,298$33,765$5,628iApproximate average salary by contribution assumption: employee only about $140,688 at 4% or $93,792 at 6%; with 50% employer match about $93,792 at 4% or $62,528 at 6%; with 100% employer match about $70,344 at 4% or $46,896 at 6%.