Civic Intelligence

William J. Mallon, M.D., P.A.

Plan context: Center for Advanced Eye Care Incentive Savings Trust

EIN 11-3658625 • Vero Beach, FL • 22 filings • 2 plans

3500 U.s. Highway 1Vero Beach, FL 32960
Current Snapshot

Latest Year

2025

2025 Participants

72

2025 Assets

$5,592,061

2025 Contributions

$434,290

Historical Graphs

Total Assets Over Time

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

$5,592,061$2,796,031$0200520152025YearValue
$5,592,061Latest year 2025

Participants Over Time

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

72360200520152025YearValue
72Latest 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
2025172$5,592,061$434,290$6,032iApproximate average salary by contribution assumption: employee only about $150,795 at 4% or $100,530 at 6%; with 50% employer match about $100,530 at 4% or $67,020 at 6%; with 100% employer match about $75,398 at 4% or $50,265 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-72$5,592,061$434,290$6,032iApproximate average salary by contribution assumption: employee only about $150,795 at 4% or $100,530 at 6%; with 50% employer match about $100,530 at 4% or $67,020 at 6%; with 100% employer match about $75,398 at 4% or $50,265 at 6%.
2024166$4,574,391$519,235$7,867iApproximate average salary by contribution assumption: employee only about $196,680 at 4% or $131,120 at 6%; with 50% employer match about $131,120 at 4% or $87,413 at 6%; with 100% employer match about $98,340 at 4% or $65,560 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-66$4,574,391$519,235$7,867iApproximate average salary by contribution assumption: employee only about $196,680 at 4% or $131,120 at 6%; with 50% employer match about $131,120 at 4% or $87,413 at 6%; with 100% employer match about $98,340 at 4% or $65,560 at 6%.
2023161$3,806,753$368,706$6,044iApproximate average salary by contribution assumption: employee only about $151,109 at 4% or $100,739 at 6%; with 50% employer match about $100,739 at 4% or $67,160 at 6%; with 100% employer match about $75,555 at 4% or $50,370 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-61$3,806,753$368,706$6,044iApproximate average salary by contribution assumption: employee only about $151,109 at 4% or $100,739 at 6%; with 50% employer match about $100,739 at 4% or $67,160 at 6%; with 100% employer match about $75,555 at 4% or $50,370 at 6%.
2022162$3,126,731$321,894$5,192iApproximate average salary by contribution assumption: employee only about $129,796 at 4% or $86,531 at 6%; with 50% employer match about $86,531 at 4% or $57,687 at 6%; with 100% employer match about $64,898 at 4% or $43,265 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-62$3,126,731$321,894$5,192iApproximate average salary by contribution assumption: employee only about $129,796 at 4% or $86,531 at 6%; with 50% employer match about $86,531 at 4% or $57,687 at 6%; with 100% employer match about $64,898 at 4% or $43,265 at 6%.
2021159$3,732,280$301,575$5,111iApproximate average salary by contribution assumption: employee only about $127,786 at 4% or $85,191 at 6%; with 50% employer match about $85,191 at 4% or $56,794 at 6%; with 100% employer match about $63,893 at 4% or $42,595 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-59$3,732,280$301,575$5,111iApproximate average salary by contribution assumption: employee only about $127,786 at 4% or $85,191 at 6%; with 50% employer match about $85,191 at 4% or $56,794 at 6%; with 100% employer match about $63,893 at 4% or $42,595 at 6%.
2020160$3,249,724$264,312$4,405iApproximate average salary by contribution assumption: employee only about $110,130 at 4% or $73,420 at 6%; with 50% employer match about $73,420 at 4% or $48,947 at 6%; with 100% employer match about $55,065 at 4% or $36,710 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-60$3,249,724$264,312$4,405iApproximate average salary by contribution assumption: employee only about $110,130 at 4% or $73,420 at 6%; with 50% employer match about $73,420 at 4% or $48,947 at 6%; with 100% employer match about $55,065 at 4% or $36,710 at 6%.
2019156$2,754,214$274,041$4,894iApproximate average salary by contribution assumption: employee only about $122,340 at 4% or $81,560 at 6%; with 50% employer match about $81,560 at 4% or $54,373 at 6%; with 100% employer match about $61,170 at 4% or $40,780 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-56$2,754,214$274,041$4,894iApproximate average salary by contribution assumption: employee only about $122,340 at 4% or $81,560 at 6%; with 50% employer match about $81,560 at 4% or $54,373 at 6%; with 100% employer match about $61,170 at 4% or $40,780 at 6%.
2018251$4,240,883$544,755$10,681iApproximate average salary by contribution assumption: employee only about $267,037 at 4% or $178,025 at 6%; with 50% employer match about $178,025 at 4% or $118,683 at 6%; with 100% employer match about $133,518 at 4% or $89,012 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-51$2,174,283$326,219$6,396iApproximate average salary by contribution assumption: employee only about $159,911 at 4% or $106,608 at 6%; with 50% employer match about $106,608 at 4% or $71,072 at 6%; with 100% employer match about $79,956 at 4% or $53,304 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-51$2,066,600$218,536$4,285iApproximate average salary by contribution assumption: employee only about $107,125 at 4% or $71,417 at 6%; with 50% employer match about $71,417 at 4% or $47,611 at 6%; with 100% employer match about $53,563 at 4% or $35,708 at 6%.
2017149$2,023,737$300,371$6,130iApproximate average salary by contribution assumption: employee only about $153,251 at 4% or $102,167 at 6%; with 50% employer match about $102,167 at 4% or $68,111 at 6%; with 100% employer match about $76,625 at 4% or $51,084 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-49$2,023,737$300,371$6,130iApproximate average salary by contribution assumption: employee only about $153,251 at 4% or $102,167 at 6%; with 50% employer match about $102,167 at 4% or $68,111 at 6%; with 100% employer match about $76,625 at 4% or $51,084 at 6%.
2016146$1,671,815$266,555$5,795iApproximate average salary by contribution assumption: employee only about $144,867 at 4% or $96,578 at 6%; with 50% employer match about $96,578 at 4% or $64,385 at 6%; with 100% employer match about $72,433 at 4% or $48,289 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-46$1,671,815$266,555$5,795iApproximate average salary by contribution assumption: employee only about $144,867 at 4% or $96,578 at 6%; with 50% employer match about $96,578 at 4% or $64,385 at 6%; with 100% employer match about $72,433 at 4% or $48,289 at 6%.
2015136$1,454,845$217,812$6,050iApproximate average salary by contribution assumption: employee only about $151,258 at 4% or $100,839 at 6%; with 50% employer match about $100,839 at 4% or $67,226 at 6%; with 100% employer match about $75,629 at 4% or $50,419 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-36$1,454,845$217,812$6,050iApproximate average salary by contribution assumption: employee only about $151,258 at 4% or $100,839 at 6%; with 50% employer match about $100,839 at 4% or $67,226 at 6%; with 100% employer match about $75,629 at 4% or $50,419 at 6%.
2014131$1,283,260$195,647$6,311iApproximate average salary by contribution assumption: employee only about $157,780 at 4% or $105,187 at 6%; with 50% employer match about $105,187 at 4% or $70,124 at 6%; with 100% employer match about $78,890 at 4% or $52,593 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-31$1,283,260$195,647$6,311iApproximate average salary by contribution assumption: employee only about $157,780 at 4% or $105,187 at 6%; with 50% employer match about $105,187 at 4% or $70,124 at 6%; with 100% employer match about $78,890 at 4% or $52,593 at 6%.
2013126$1,013,728$276,117$10,620iApproximate average salary by contribution assumption: employee only about $265,497 at 4% or $176,998 at 6%; with 50% employer match about $176,998 at 4% or $117,999 at 6%; with 100% employer match about $132,749 at 4% or $88,499 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-26$1,013,728$276,117$10,620iApproximate average salary by contribution assumption: employee only about $265,497 at 4% or $176,998 at 6%; with 50% employer match about $176,998 at 4% or $117,999 at 6%; with 100% employer match about $132,749 at 4% or $88,499 at 6%.
2012125$698,002$167,315$6,693iApproximate average salary by contribution assumption: employee only about $167,315 at 4% or $111,543 at 6%; with 50% employer match about $111,543 at 4% or $74,362 at 6%; with 100% employer match about $83,658 at 4% or $55,772 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-25$698,002$167,315$6,693iApproximate average salary by contribution assumption: employee only about $167,315 at 4% or $111,543 at 6%; with 50% employer match about $111,543 at 4% or $74,362 at 6%; with 100% employer match about $83,658 at 4% or $55,772 at 6%.
2011125$461,605$114,929$4,597iApproximate average salary by contribution assumption: employee only about $114,929 at 4% or $76,619 at 6%; with 50% employer match about $76,619 at 4% or $51,080 at 6%; with 100% employer match about $57,465 at 4% or $38,310 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-25$461,605$114,929$4,597iApproximate average salary by contribution assumption: employee only about $114,929 at 4% or $76,619 at 6%; with 50% employer match about $76,619 at 4% or $51,080 at 6%; with 100% employer match about $57,465 at 4% or $38,310 at 6%.
2010120$370,246$101,788$5,089iApproximate average salary by contribution assumption: employee only about $127,235 at 4% or $84,823 at 6%; with 50% employer match about $84,823 at 4% or $56,549 at 6%; with 100% employer match about $63,617 at 4% or $42,412 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-20$370,246$101,788$5,089iApproximate average salary by contribution assumption: employee only about $127,235 at 4% or $84,823 at 6%; with 50% employer match about $84,823 at 4% or $56,549 at 6%; with 100% employer match about $63,617 at 4% or $42,412 at 6%.
2009116$231,360$82,972$5,186iApproximate average salary by contribution assumption: employee only about $129,644 at 4% or $86,429 at 6%; with 50% employer match about $86,429 at 4% or $57,619 at 6%; with 100% employer match about $64,822 at 4% or $43,215 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-16$231,360$82,972$5,186iApproximate average salary by contribution assumption: employee only about $129,644 at 4% or $86,429 at 6%; with 50% employer match about $86,429 at 4% or $57,619 at 6%; with 100% employer match about $64,822 at 4% or $43,215 at 6%.
2008115$95,395$49,205$3,280iApproximate average salary by contribution assumption: employee only about $82,008 at 4% or $54,672 at 6%; with 50% employer match about $54,672 at 4% or $36,448 at 6%; with 100% employer match about $41,004 at 4% or $27,336 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-15$95,395$49,205$3,280iApproximate average salary by contribution assumption: employee only about $82,008 at 4% or $54,672 at 6%; with 50% employer match about $54,672 at 4% or $36,448 at 6%; with 100% employer match about $41,004 at 4% or $27,336 at 6%.
2007111$98,563$61,141$5,558iApproximate average salary by contribution assumption: employee only about $138,957 at 4% or $92,638 at 6%; with 50% employer match about $92,638 at 4% or $61,759 at 6%; with 100% employer match about $69,478 at 4% or $46,319 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-11$98,563$61,141$5,558iApproximate average salary by contribution assumption: employee only about $138,957 at 4% or $92,638 at 6%; with 50% employer match about $92,638 at 4% or $61,759 at 6%; with 100% employer match about $69,478 at 4% or $46,319 at 6%.
2006110$33,936$14,984$1,498iApproximate average salary by contribution assumption: employee only about $37,460 at 4% or $24,973 at 6%; with 50% employer match about $24,973 at 4% or $16,649 at 6%; with 100% employer match about $18,730 at 4% or $12,487 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-10$33,936$14,984$1,498iApproximate average salary by contribution assumption: employee only about $37,460 at 4% or $24,973 at 6%; with 50% employer match about $24,973 at 4% or $16,649 at 6%; with 100% employer match about $18,730 at 4% or $12,487 at 6%.
200518$17,285$17,282$2,160iApproximate average salary by contribution assumption: employee only about $54,006 at 4% or $36,004 at 6%; with 50% employer match about $36,004 at 4% or $24,003 at 6%; with 100% employer match about $27,003 at 4% or $18,002 at 6%.
Center for Advanced Eye Care Incentive Savings Trust-8$17,285$17,282$2,160iApproximate average salary by contribution assumption: employee only about $54,006 at 4% or $36,004 at 6%; with 50% employer match about $36,004 at 4% or $24,003 at 6%; with 100% employer match about $27,003 at 4% or $18,002 at 6%.