Civic Intelligence

Shirley Santos, DMD Inc.

Plan context: Shirley Santos, DMD Inc. Retirement Plan

EIN 20-8655125 • Tustin, CA • 9 filings • 1 plans

17482 Irvine Blvd., Suite BTustin, CA 92780
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$714,848

2024 Contributions

$63,808

Historical Graphs

Total Assets Over Time

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

$714,848$357,424$0201620202024YearValue
$714,848Latest year 2024

Participants Over Time

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

530201620202024YearValue
5Latest 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
202415$714,848$63,808$12,762iApproximate average salary by contribution assumption: employee only about $319,040 at 4% or $212,693 at 6%; with 50% employer match about $212,693 at 4% or $141,796 at 6%; with 100% employer match about $159,520 at 4% or $106,347 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-5$714,848$63,808$12,762iApproximate average salary by contribution assumption: employee only about $319,040 at 4% or $212,693 at 6%; with 50% employer match about $212,693 at 4% or $141,796 at 6%; with 100% employer match about $159,520 at 4% or $106,347 at 6%.
202315$571,908$50,210$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-5$571,908$50,210$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
202215$445,202$14,678$2,936iApproximate average salary by contribution assumption: employee only about $73,390 at 4% or $48,927 at 6%; with 50% employer match about $48,927 at 4% or $32,618 at 6%; with 100% employer match about $36,695 at 4% or $24,463 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-5$445,202$14,678$2,936iApproximate average salary by contribution assumption: employee only about $73,390 at 4% or $48,927 at 6%; with 50% employer match about $48,927 at 4% or $32,618 at 6%; with 100% employer match about $36,695 at 4% or $24,463 at 6%.
202114$523,891$76,556$19,139iApproximate average salary by contribution assumption: employee only about $478,475 at 4% or $318,983 at 6%; with 50% employer match about $318,983 at 4% or $212,656 at 6%; with 100% employer match about $239,238 at 4% or $159,492 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-4$523,891$76,556$19,139iApproximate average salary by contribution assumption: employee only about $478,475 at 4% or $318,983 at 6%; with 50% employer match about $318,983 at 4% or $212,656 at 6%; with 100% employer match about $239,238 at 4% or $159,492 at 6%.
202014$389,562$72,708$18,177iApproximate average salary by contribution assumption: employee only about $454,425 at 4% or $302,950 at 6%; with 50% employer match about $302,950 at 4% or $201,967 at 6%; with 100% employer match about $227,213 at 4% or $151,475 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-4$389,562$72,708$18,177iApproximate average salary by contribution assumption: employee only about $454,425 at 4% or $302,950 at 6%; with 50% employer match about $302,950 at 4% or $201,967 at 6%; with 100% employer match about $227,213 at 4% or $151,475 at 6%.
201914$275,384$72,992$18,248iApproximate average salary by contribution assumption: employee only about $456,200 at 4% or $304,133 at 6%; with 50% employer match about $304,133 at 4% or $202,756 at 6%; with 100% employer match about $228,100 at 4% or $152,067 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-4$275,384$72,992$18,248iApproximate average salary by contribution assumption: employee only about $456,200 at 4% or $304,133 at 6%; with 50% employer match about $304,133 at 4% or $202,756 at 6%; with 100% employer match about $228,100 at 4% or $152,067 at 6%.
201813$171,600$65,010$21,670iApproximate average salary by contribution assumption: employee only about $541,750 at 4% or $361,167 at 6%; with 50% employer match about $361,167 at 4% or $240,778 at 6%; with 100% employer match about $270,875 at 4% or $180,583 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-3$171,600$65,010$21,670iApproximate average salary by contribution assumption: employee only about $541,750 at 4% or $361,167 at 6%; with 50% employer match about $361,167 at 4% or $240,778 at 6%; with 100% employer match about $270,875 at 4% or $180,583 at 6%.
201713$118,532$60,466$20,155iApproximate average salary by contribution assumption: employee only about $503,883 at 4% or $335,922 at 6%; with 50% employer match about $335,922 at 4% or $223,948 at 6%; with 100% employer match about $251,942 at 4% or $167,961 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-3$118,532$60,466$20,155iApproximate average salary by contribution assumption: employee only about $503,883 at 4% or $335,922 at 6%; with 50% employer match about $335,922 at 4% or $223,948 at 6%; with 100% employer match about $251,942 at 4% or $167,961 at 6%.
201613$50,695$50,695$16,898iApproximate average salary by contribution assumption: employee only about $422,458 at 4% or $281,639 at 6%; with 50% employer match about $281,639 at 4% or $187,759 at 6%; with 100% employer match about $211,229 at 4% or $140,819 at 6%.
Shirley Santos, DMD Inc. Retirement Plan-3$50,695$50,695$16,898iApproximate average salary by contribution assumption: employee only about $422,458 at 4% or $281,639 at 6%; with 50% employer match about $281,639 at 4% or $187,759 at 6%; with 100% employer match about $211,229 at 4% or $140,819 at 6%.