Civic Intelligence

Gerald T. Carlo, Dds

Plan context: Gerald T. Carlo, Dds 401(K) Profit Sharing Plan

EIN 16-1182858 • Williamsville, NY • 27 filings • 3 plans

33 Maple Rd.Williamsville, NY 14221
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,656,726

2025 Contributions

$12,184

Historical Graphs

Total Assets Over Time

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

$2,656,726$1,328,363$0199920132024YearValue
$2,656,726Latest year 2024

Participants Over Time

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

420199920122024YearValue
2Latest 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
202510$0$0-
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-0$0$0-
202412$2,656,726$12,184$6,092iApproximate average salary by contribution assumption: employee only about $152,300 at 4% or $101,533 at 6%; with 50% employer match about $101,533 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-2$2,656,726$12,184$6,092iApproximate average salary by contribution assumption: employee only about $152,300 at 4% or $101,533 at 6%; with 50% employer match about $101,533 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%.
202313$2,514,474$32,468$10,823iApproximate average salary by contribution assumption: employee only about $270,567 at 4% or $180,378 at 6%; with 50% employer match about $180,378 at 4% or $120,252 at 6%; with 100% employer match about $135,283 at 4% or $90,189 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$2,514,474$32,468$10,823iApproximate average salary by contribution assumption: employee only about $270,567 at 4% or $180,378 at 6%; with 50% employer match about $180,378 at 4% or $120,252 at 6%; with 100% employer match about $135,283 at 4% or $90,189 at 6%.
202213$2,147,704$12,539$4,180iApproximate average salary by contribution assumption: employee only about $104,492 at 4% or $69,661 at 6%; with 50% employer match about $69,661 at 4% or $46,441 at 6%; with 100% employer match about $52,246 at 4% or $34,831 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$2,147,704$12,539$4,180iApproximate average salary by contribution assumption: employee only about $104,492 at 4% or $69,661 at 6%; with 50% employer match about $69,661 at 4% or $46,441 at 6%; with 100% employer match about $52,246 at 4% or $34,831 at 6%.
202113$2,591,210$38,510$12,837iApproximate average salary by contribution assumption: employee only about $320,917 at 4% or $213,944 at 6%; with 50% employer match about $213,944 at 4% or $142,630 at 6%; with 100% employer match about $160,458 at 4% or $106,972 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$2,591,210$38,510$12,837iApproximate average salary by contribution assumption: employee only about $320,917 at 4% or $213,944 at 6%; with 50% employer match about $213,944 at 4% or $142,630 at 6%; with 100% employer match about $160,458 at 4% or $106,972 at 6%.
202013$2,282,216$33,756$11,252iApproximate average salary by contribution assumption: employee only about $281,300 at 4% or $187,533 at 6%; with 50% employer match about $187,533 at 4% or $125,022 at 6%; with 100% employer match about $140,650 at 4% or $93,767 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$2,282,216$33,756$11,252iApproximate average salary by contribution assumption: employee only about $281,300 at 4% or $187,533 at 6%; with 50% employer match about $187,533 at 4% or $125,022 at 6%; with 100% employer match about $140,650 at 4% or $93,767 at 6%.
201913$2,019,369$35,364$11,788iApproximate average salary by contribution assumption: employee only about $294,700 at 4% or $196,467 at 6%; with 50% employer match about $196,467 at 4% or $130,978 at 6%; with 100% employer match about $147,350 at 4% or $98,233 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$2,019,369$35,364$11,788iApproximate average salary by contribution assumption: employee only about $294,700 at 4% or $196,467 at 6%; with 50% employer match about $196,467 at 4% or $130,978 at 6%; with 100% employer match about $147,350 at 4% or $98,233 at 6%.
201813$1,673,699$37,271$12,424iApproximate average salary by contribution assumption: employee only about $310,592 at 4% or $207,061 at 6%; with 50% employer match about $207,061 at 4% or $138,041 at 6%; with 100% employer match about $155,296 at 4% or $103,531 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$1,673,699$37,271$12,424iApproximate average salary by contribution assumption: employee only about $310,592 at 4% or $207,061 at 6%; with 50% employer match about $207,061 at 4% or $138,041 at 6%; with 100% employer match about $155,296 at 4% or $103,531 at 6%.
201713$1,759,243$40,086$13,362iApproximate average salary by contribution assumption: employee only about $334,050 at 4% or $222,700 at 6%; with 50% employer match about $222,700 at 4% or $148,467 at 6%; with 100% employer match about $167,025 at 4% or $111,350 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$1,759,243$40,086$13,362iApproximate average salary by contribution assumption: employee only about $334,050 at 4% or $222,700 at 6%; with 50% employer match about $222,700 at 4% or $148,467 at 6%; with 100% employer match about $167,025 at 4% or $111,350 at 6%.
201613$1,532,048$37,927$12,642iApproximate average salary by contribution assumption: employee only about $316,058 at 4% or $210,706 at 6%; with 50% employer match about $210,706 at 4% or $140,470 at 6%; with 100% employer match about $158,029 at 4% or $105,353 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$1,532,048$37,927$12,642iApproximate average salary by contribution assumption: employee only about $316,058 at 4% or $210,706 at 6%; with 50% employer match about $210,706 at 4% or $140,470 at 6%; with 100% employer match about $158,029 at 4% or $105,353 at 6%.
201513$1,436,581$37,663$12,554iApproximate average salary by contribution assumption: employee only about $313,858 at 4% or $209,239 at 6%; with 50% employer match about $209,239 at 4% or $139,493 at 6%; with 100% employer match about $156,929 at 4% or $104,619 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$1,436,581$37,663$12,554iApproximate average salary by contribution assumption: employee only about $313,858 at 4% or $209,239 at 6%; with 50% employer match about $209,239 at 4% or $139,493 at 6%; with 100% employer match about $156,929 at 4% or $104,619 at 6%.
201413$1,424,315$35,744$11,915iApproximate average salary by contribution assumption: employee only about $297,867 at 4% or $198,578 at 6%; with 50% employer match about $198,578 at 4% or $132,385 at 6%; with 100% employer match about $148,933 at 4% or $99,289 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$1,424,315$35,744$11,915iApproximate average salary by contribution assumption: employee only about $297,867 at 4% or $198,578 at 6%; with 50% employer match about $198,578 at 4% or $132,385 at 6%; with 100% employer match about $148,933 at 4% or $99,289 at 6%.
201313$1,307,298$38,942$12,981iApproximate average salary by contribution assumption: employee only about $324,517 at 4% or $216,344 at 6%; with 50% employer match about $216,344 at 4% or $144,230 at 6%; with 100% employer match about $162,258 at 4% or $108,172 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$1,307,298$38,942$12,981iApproximate average salary by contribution assumption: employee only about $324,517 at 4% or $216,344 at 6%; with 50% employer match about $216,344 at 4% or $144,230 at 6%; with 100% employer match about $162,258 at 4% or $108,172 at 6%.
201213$1,105,517$33,153$11,051iApproximate average salary by contribution assumption: employee only about $276,275 at 4% or $184,183 at 6%; with 50% employer match about $184,183 at 4% or $122,789 at 6%; with 100% employer match about $138,138 at 4% or $92,092 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$1,105,517$33,153$11,051iApproximate average salary by contribution assumption: employee only about $276,275 at 4% or $184,183 at 6%; with 50% employer match about $184,183 at 4% or $122,789 at 6%; with 100% employer match about $138,138 at 4% or $92,092 at 6%.
201113$969,273$32,900$10,967iApproximate average salary by contribution assumption: employee only about $274,167 at 4% or $182,778 at 6%; with 50% employer match about $182,778 at 4% or $121,852 at 6%; with 100% employer match about $137,083 at 4% or $91,389 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$969,273$32,900$10,967iApproximate average salary by contribution assumption: employee only about $274,167 at 4% or $182,778 at 6%; with 50% employer match about $182,778 at 4% or $121,852 at 6%; with 100% employer match about $137,083 at 4% or $91,389 at 6%.
201012$15,956$36,452$18,226iApproximate average salary by contribution assumption: employee only about $455,650 at 4% or $303,767 at 6%; with 50% employer match about $303,767 at 4% or $202,511 at 6%; with 100% employer match about $227,825 at 4% or $151,883 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-2$15,956$36,452$18,226iApproximate average salary by contribution assumption: employee only about $455,650 at 4% or $303,767 at 6%; with 50% employer match about $303,767 at 4% or $202,511 at 6%; with 100% employer match about $227,825 at 4% or $151,883 at 6%.
200912$795,880$39,116$19,558iApproximate average salary by contribution assumption: employee only about $488,950 at 4% or $325,967 at 6%; with 50% employer match about $325,967 at 4% or $217,311 at 6%; with 100% employer match about $244,475 at 4% or $162,983 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-2$795,880$39,116$19,558iApproximate average salary by contribution assumption: employee only about $488,950 at 4% or $325,967 at 6%; with 50% employer match about $325,967 at 4% or $217,311 at 6%; with 100% employer match about $244,475 at 4% or $162,983 at 6%.
200812$622,935$0-
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-2$622,935--
200713$0$0-
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3---
200613$689,255$37,428$12,476iApproximate average salary by contribution assumption: employee only about $311,900 at 4% or $207,933 at 6%; with 50% employer match about $207,933 at 4% or $138,622 at 6%; with 100% employer match about $155,950 at 4% or $103,967 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$689,255$37,428$12,476iApproximate average salary by contribution assumption: employee only about $311,900 at 4% or $207,933 at 6%; with 50% employer match about $207,933 at 4% or $138,622 at 6%; with 100% employer match about $155,950 at 4% or $103,967 at 6%.
200513$561,835$37,902$12,634iApproximate average salary by contribution assumption: employee only about $315,850 at 4% or $210,567 at 6%; with 50% employer match about $210,567 at 4% or $140,378 at 6%; with 100% employer match about $157,925 at 4% or $105,283 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$561,835$37,902$12,634iApproximate average salary by contribution assumption: employee only about $315,850 at 4% or $210,567 at 6%; with 50% employer match about $210,567 at 4% or $140,378 at 6%; with 100% employer match about $157,925 at 4% or $105,283 at 6%.
200413$516,002$35,572$11,857iApproximate average salary by contribution assumption: employee only about $296,433 at 4% or $197,622 at 6%; with 50% employer match about $197,622 at 4% or $131,748 at 6%; with 100% employer match about $148,217 at 4% or $98,811 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3$516,002$35,572$11,857iApproximate average salary by contribution assumption: employee only about $296,433 at 4% or $197,622 at 6%; with 50% employer match about $197,622 at 4% or $131,748 at 6%; with 100% employer match about $148,217 at 4% or $98,811 at 6%.
200312$425,516$49,611$24,806iApproximate average salary by contribution assumption: employee only about $620,138 at 4% or $413,425 at 6%; with 50% employer match about $413,425 at 4% or $275,617 at 6%; with 100% employer match about $310,069 at 4% or $206,713 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-2$425,516$49,611$24,806iApproximate average salary by contribution assumption: employee only about $620,138 at 4% or $413,425 at 6%; with 50% employer match about $413,425 at 4% or $275,617 at 6%; with 100% employer match about $310,069 at 4% or $206,713 at 6%.
200212$328,476$23,961$11,981iApproximate average salary by contribution assumption: employee only about $299,513 at 4% or $199,675 at 6%; with 50% employer match about $199,675 at 4% or $133,117 at 6%; with 100% employer match about $149,756 at 4% or $99,838 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-2$328,476$23,961$11,981iApproximate average salary by contribution assumption: employee only about $299,513 at 4% or $199,675 at 6%; with 50% employer match about $199,675 at 4% or $133,117 at 6%; with 100% employer match about $149,756 at 4% or $99,838 at 6%.
200113$0$0-
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-3---
200014$388,445$22,710$5,678iApproximate average salary by contribution assumption: employee only about $141,938 at 4% or $94,625 at 6%; with 50% employer match about $94,625 at 4% or $63,083 at 6%; with 100% employer match about $70,969 at 4% or $47,313 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-4$388,445$22,710$5,678iApproximate average salary by contribution assumption: employee only about $141,938 at 4% or $94,625 at 6%; with 50% employer match about $94,625 at 4% or $63,083 at 6%; with 100% employer match about $70,969 at 4% or $47,313 at 6%.
199914$383,299$18,750$4,688iApproximate average salary by contribution assumption: employee only about $117,188 at 4% or $78,125 at 6%; with 50% employer match about $78,125 at 4% or $52,083 at 6%; with 100% employer match about $58,594 at 4% or $39,063 at 6%.
Gerald T. Carlo, Dds 401(K) Profit Sharing Plan-4$383,299$18,750$4,688iApproximate average salary by contribution assumption: employee only about $117,188 at 4% or $78,125 at 6%; with 50% employer match about $78,125 at 4% or $52,083 at 6%; with 100% employer match about $58,594 at 4% or $39,063 at 6%.