Civic Intelligence

Diane Milberg D.D.S.

Plan context: Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan

EIN 33-0516107 • San Diego, CA • 42 filings • 7 plans

306 Walnut Avenue, Suite 33San Diego, CA 92103-4936
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$5,380,693

2024 Contributions

$2,091

Historical Graphs

Total Assets Over Time

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

$5,595,452$2,797,726$0199920142024YearValue
$5,380,693Latest year 2024

Participants Over Time

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

1260199920122024YearValue
1Latest 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
202411$5,380,693$0-
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-1$5,380,693$0-
202312$4,704,003$0-
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-2$4,704,003$0-
202219$4,708,332$2,091$232iApproximate average salary by contribution assumption: employee only about $5,808 at 4% or $3,872 at 6%; with 50% employer match about $3,872 at 4% or $2,581 at 6%; with 100% employer match about $2,904 at 4% or $1,936 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-9$4,708,332$2,091$232iApproximate average salary by contribution assumption: employee only about $5,808 at 4% or $3,872 at 6%; with 50% employer match about $3,872 at 4% or $2,581 at 6%; with 100% employer match about $2,904 at 4% or $1,936 at 6%.
2021110$4,638,542$6,260$626iApproximate average salary by contribution assumption: employee only about $15,650 at 4% or $10,433 at 6%; with 50% employer match about $10,433 at 4% or $6,956 at 6%; with 100% employer match about $7,825 at 4% or $5,217 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-10$4,638,542$6,260$626iApproximate average salary by contribution assumption: employee only about $15,650 at 4% or $10,433 at 6%; with 50% employer match about $10,433 at 4% or $6,956 at 6%; with 100% employer match about $7,825 at 4% or $5,217 at 6%.
202019$4,250,790$6,069$674iApproximate average salary by contribution assumption: employee only about $16,858 at 4% or $11,239 at 6%; with 50% employer match about $11,239 at 4% or $7,493 at 6%; with 100% employer match about $8,429 at 4% or $5,619 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-9$4,250,790$6,069$674iApproximate average salary by contribution assumption: employee only about $16,858 at 4% or $11,239 at 6%; with 50% employer match about $11,239 at 4% or $7,493 at 6%; with 100% employer match about $8,429 at 4% or $5,619 at 6%.
201918$4,000,265$5,928$741iApproximate average salary by contribution assumption: employee only about $18,525 at 4% or $12,350 at 6%; with 50% employer match about $12,350 at 4% or $8,233 at 6%; with 100% employer match about $9,263 at 4% or $6,175 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-8$4,000,265$5,928$741iApproximate average salary by contribution assumption: employee only about $18,525 at 4% or $12,350 at 6%; with 50% employer match about $12,350 at 4% or $8,233 at 6%; with 100% employer match about $9,263 at 4% or $6,175 at 6%.
2018212$3,761,727$97,557$8,130iApproximate average salary by contribution assumption: employee only about $203,244 at 4% or $135,496 at 6%; with 50% employer match about $135,496 at 4% or $90,331 at 6%; with 100% employer match about $101,622 at 4% or $67,748 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-12$3,761,727$97,557$8,130iApproximate average salary by contribution assumption: employee only about $203,244 at 4% or $135,496 at 6%; with 50% employer match about $135,496 at 4% or $90,331 at 6%; with 100% employer match about $101,622 at 4% or $67,748 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-0---
2017211$5,595,452$2,087,351$189,759iApproximate average salary by contribution assumption: employee only about $4,743,980 at 4% or $3,162,653 at 6%; with 50% employer match about $3,162,653 at 4% or $2,108,435 at 6%; with 100% employer match about $2,371,990 at 4% or $1,581,327 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-11$3,448,737$2,087,351$189,759iApproximate average salary by contribution assumption: employee only about $4,743,980 at 4% or $3,162,653 at 6%; with 50% employer match about $3,162,653 at 4% or $2,108,435 at 6%; with 100% employer match about $2,371,990 at 4% or $1,581,327 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-7$2,146,715--
2016211$3,242,123$17,829$1,621iApproximate average salary by contribution assumption: employee only about $40,520 at 4% or $27,014 at 6%; with 50% employer match about $27,014 at 4% or $18,009 at 6%; with 100% employer match about $20,260 at 4% or $13,507 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-8$2,014,518--
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-11$1,227,605$17,829$1,621iApproximate average salary by contribution assumption: employee only about $40,520 at 4% or $27,014 at 6%; with 50% employer match about $27,014 at 4% or $18,009 at 6%; with 100% employer match about $20,260 at 4% or $13,507 at 6%.
201528$2,952,436$92,781$11,598iApproximate average salary by contribution assumption: employee only about $289,941 at 4% or $193,294 at 6%; with 50% employer match about $193,294 at 4% or $128,863 at 6%; with 100% employer match about $144,970 at 4% or $96,647 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-5$1,870,315$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-8$1,082,121$2,781$348iApproximate average salary by contribution assumption: employee only about $8,691 at 4% or $5,794 at 6%; with 50% employer match about $5,794 at 4% or $3,863 at 6%; with 100% employer match about $4,345 at 4% or $2,897 at 6%.
201427$2,727,695$50,335$7,191iApproximate average salary by contribution assumption: employee only about $179,768 at 4% or $119,845 at 6%; with 50% employer match about $119,845 at 4% or $79,897 at 6%; with 100% employer match about $89,884 at 4% or $59,923 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-6$1,663,705$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-7$1,063,990$10,335$1,476iApproximate average salary by contribution assumption: employee only about $36,911 at 4% or $24,607 at 6%; with 50% employer match about $24,607 at 4% or $16,405 at 6%; with 100% employer match about $18,455 at 4% or $12,304 at 6%.
201326$2,541,081$128,700$21,450iApproximate average salary by contribution assumption: employee only about $536,250 at 4% or $357,500 at 6%; with 50% employer match about $357,500 at 4% or $238,333 at 6%; with 100% employer match about $268,125 at 4% or $178,750 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-3$1,530,259$120,000$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%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-6$1,010,822$8,700$1,450iApproximate average salary by contribution assumption: employee only about $36,250 at 4% or $24,167 at 6%; with 50% employer match about $24,167 at 4% or $16,111 at 6%; with 100% employer match about $18,125 at 4% or $12,083 at 6%.
201224$2,206,370$124,960$31,240iApproximate average salary by contribution assumption: employee only about $781,000 at 4% or $520,667 at 6%; with 50% employer match about $520,667 at 4% or $347,111 at 6%; with 100% employer match about $390,500 at 4% or $260,333 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-4$1,342,668$110,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-3$863,702$14,960$4,987iApproximate average salary by contribution assumption: employee only about $124,667 at 4% or $83,111 at 6%; with 50% employer match about $83,111 at 4% or $55,407 at 6%; with 100% employer match about $62,333 at 4% or $41,556 at 6%.
201126$1,914,668$131,252$21,875iApproximate average salary by contribution assumption: employee only about $546,883 at 4% or $364,589 at 6%; with 50% employer match about $364,589 at 4% or $243,059 at 6%; with 100% employer match about $273,442 at 4% or $182,294 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-6$1,077,735$115,630$19,272iApproximate average salary by contribution assumption: employee only about $481,792 at 4% or $321,194 at 6%; with 50% employer match about $321,194 at 4% or $214,130 at 6%; with 100% employer match about $240,896 at 4% or $160,597 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-5$836,933$15,622$3,124iApproximate average salary by contribution assumption: employee only about $78,110 at 4% or $52,073 at 6%; with 50% employer match about $52,073 at 4% or $34,716 at 6%; with 100% employer match about $39,055 at 4% or $26,037 at 6%.
201025$1,762,564$105,525$21,105iApproximate average salary by contribution assumption: employee only about $527,625 at 4% or $351,750 at 6%; with 50% employer match about $351,750 at 4% or $234,500 at 6%; with 100% employer match about $263,813 at 4% or $175,875 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-4$964,000$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-5$798,564$15,525$3,105iApproximate average salary by contribution assumption: employee only about $77,625 at 4% or $51,750 at 6%; with 50% employer match about $51,750 at 4% or $34,500 at 6%; with 100% employer match about $38,813 at 4% or $25,875 at 6%.
200925$1,472,296$157,224$31,445iApproximate average salary by contribution assumption: employee only about $786,120 at 4% or $524,080 at 6%; with 50% employer match about $524,080 at 4% or $349,387 at 6%; with 100% employer match about $393,060 at 4% or $262,040 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-3$777,798$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-5$694,498$17,224$3,445iApproximate average salary by contribution assumption: employee only about $86,120 at 4% or $57,413 at 6%; with 50% employer match about $57,413 at 4% or $38,276 at 6%; with 100% employer match about $43,060 at 4% or $28,707 at 6%.
200826$1,169,952$157,528$26,255iApproximate average salary by contribution assumption: employee only about $656,367 at 4% or $437,578 at 6%; with 50% employer match about $437,578 at 4% or $291,719 at 6%; with 100% employer match about $328,183 at 4% or $218,789 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-3$599,164$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-6$570,788$17,528$2,921iApproximate average salary by contribution assumption: employee only about $73,033 at 4% or $48,689 at 6%; with 50% employer match about $48,689 at 4% or $32,459 at 6%; with 100% employer match about $36,517 at 4% or $24,344 at 6%.
200726$0$0-
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-6---
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-3---
200626$1,303,603$227,030$37,838iApproximate average salary by contribution assumption: employee only about $945,958 at 4% or $630,639 at 6%; with 50% employer match about $630,639 at 4% or $420,426 at 6%; with 100% employer match about $472,979 at 4% or $315,319 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-6$1,000,111$20,375$3,396iApproximate average salary by contribution assumption: employee only about $84,896 at 4% or $56,597 at 6%; with 50% employer match about $56,597 at 4% or $37,731 at 6%; with 100% employer match about $42,448 at 4% or $28,299 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-3$303,492$206,655$68,885iApproximate average salary by contribution assumption: employee only about $1,722,125 at 4% or $1,148,083 at 6%; with 50% employer match about $1,148,083 at 4% or $765,389 at 6%; with 100% employer match about $861,063 at 4% or $574,042 at 6%.
200527$947,060$165,323$23,618iApproximate average salary by contribution assumption: employee only about $590,439 at 4% or $393,626 at 6%; with 50% employer match about $393,626 at 4% or $262,417 at 6%; with 100% employer match about $295,220 at 4% or $196,813 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-7$824,000$18,695$2,671iApproximate average salary by contribution assumption: employee only about $66,768 at 4% or $44,512 at 6%; with 50% employer match about $44,512 at 4% or $29,675 at 6%; with 100% employer match about $33,384 at 4% or $22,256 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-3$123,060$146,628$48,876iApproximate average salary by contribution assumption: employee only about $1,221,900 at 4% or $814,600 at 6%; with 50% employer match about $814,600 at 4% or $543,067 at 6%; with 100% employer match about $610,950 at 4% or $407,300 at 6%.
200427$757,682$134,726$19,247iApproximate average salary by contribution assumption: employee only about $481,164 at 4% or $320,776 at 6%; with 50% employer match about $320,776 at 4% or $213,851 at 6%; with 100% employer match about $240,582 at 4% or $160,388 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-7$757,682$7,897$1,128iApproximate average salary by contribution assumption: employee only about $28,204 at 4% or $18,802 at 6%; with 50% employer match about $18,802 at 4% or $12,535 at 6%; with 100% employer match about $14,102 at 4% or $9,401 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-3-$126,829$42,276iApproximate average salary by contribution assumption: employee only about $1,056,908 at 4% or $704,606 at 6%; with 50% employer match about $704,606 at 4% or $469,737 at 6%; with 100% employer match about $528,454 at 4% or $352,303 at 6%.
200314$0$0-
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-4---
200214$453,978$48,260$12,065iApproximate average salary by contribution assumption: employee only about $301,625 at 4% or $201,083 at 6%; with 50% employer match about $201,083 at 4% or $134,056 at 6%; with 100% employer match about $150,813 at 4% or $100,542 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-4$453,978$48,260$12,065iApproximate average salary by contribution assumption: employee only about $301,625 at 4% or $201,083 at 6%; with 50% employer match about $201,083 at 4% or $134,056 at 6%; with 100% employer match about $150,813 at 4% or $100,542 at 6%.
200114$0$0-
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-4---
200014$0$0-
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-4---
199923$30,725$30,725$10,242iApproximate average salary by contribution assumption: employee only about $256,042 at 4% or $170,694 at 6%; with 50% employer match about $170,694 at 4% or $113,796 at 6%; with 100% employer match about $128,021 at 4% or $85,347 at 6%.
Diane Milberg D.D.S. Cross-Tested Profit Sharing Plan-3$30,725$30,725$10,242iApproximate average salary by contribution assumption: employee only about $256,042 at 4% or $170,694 at 6%; with 50% employer match about $170,694 at 4% or $113,796 at 6%; with 100% employer match about $128,021 at 4% or $85,347 at 6%.
Diane J. Milberg, D.D.S Defined Benefit Pension Plan.-0---