Civic Intelligence

Charles P. Milani, D.D.S. Inc.

Plan context: Charles P. Milani, D.D.S. Inc. Profit Sharing Plan

EIN 77-0085156 • San Jose, CA • 20 filings • 4 plans

5150 Graves Avenue, Suite 9ASan Jose, CA 95129-5013
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$2,258,848

2014 Contributions

$56,356

Historical Graphs

Total Assets Over Time

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

$2,258,848$1,129,424$0199920092013YearValue
$2,258,848Latest year 2013

Participants Over Time

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

420199920062013YearValue
3Latest year 2013

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
201410$0$0-
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-0$0$0-
201313$2,258,848$0-
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3$2,258,848$0-
201214$2,058,159$0-
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-4$2,058,159$0-
201114$1,824,747$0-
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-4$1,824,747$0-
201014$1,893,612$0-
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-4$1,893,612$0-
200913$1,624,810$56,356$18,785iApproximate average salary by contribution assumption: employee only about $469,633 at 4% or $313,089 at 6%; with 50% employer match about $313,089 at 4% or $208,726 at 6%; with 100% employer match about $234,817 at 4% or $156,544 at 6%.
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3$1,624,810$56,356$18,785iApproximate average salary by contribution assumption: employee only about $469,633 at 4% or $313,089 at 6%; with 50% employer match about $313,089 at 4% or $208,726 at 6%; with 100% employer match about $234,817 at 4% or $156,544 at 6%.
200813$0$0-
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3---
200713$0$0-
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3---
200613$1,798,636$51,649$17,216iApproximate average salary by contribution assumption: employee only about $430,408 at 4% or $286,939 at 6%; with 50% employer match about $286,939 at 4% or $191,293 at 6%; with 100% employer match about $215,204 at 4% or $143,469 at 6%.
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3$1,798,636$51,649$17,216iApproximate average salary by contribution assumption: employee only about $430,408 at 4% or $286,939 at 6%; with 50% employer match about $286,939 at 4% or $191,293 at 6%; with 100% employer match about $215,204 at 4% or $143,469 at 6%.
200513$1,435,052$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3$1,435,052$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200413$1,350,610$47,273$15,758iApproximate average salary by contribution assumption: employee only about $393,942 at 4% or $262,628 at 6%; with 50% employer match about $262,628 at 4% or $175,085 at 6%; with 100% employer match about $196,971 at 4% or $131,314 at 6%.
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3$1,350,610$47,273$15,758iApproximate average salary by contribution assumption: employee only about $393,942 at 4% or $262,628 at 6%; with 50% employer match about $262,628 at 4% or $175,085 at 6%; with 100% employer match about $196,971 at 4% or $131,314 at 6%.
200312$1,213,134$40,913$20,457iApproximate average salary by contribution assumption: employee only about $511,413 at 4% or $340,942 at 6%; with 50% employer match about $340,942 at 4% or $227,294 at 6%; with 100% employer match about $255,706 at 4% or $170,471 at 6%.
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-2$1,213,134$40,913$20,457iApproximate average salary by contribution assumption: employee only about $511,413 at 4% or $340,942 at 6%; with 50% employer match about $340,942 at 4% or $227,294 at 6%; with 100% employer match about $255,706 at 4% or $170,471 at 6%.
200223$0$0-
Charles P. Milani, D.D.S. Inc. Money Purchase Pension Plan-0---
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3---
200123$0$0-
Charles P. Milani, D.D.S. Inc. Money Purchase Pension Plan-3---
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3---
200022$0$0-
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-2---
Charles P. Milani, D.D.S. Inc. Money Purchase Pension Plan-2---
199923$1,262,937$46,835$15,612iApproximate average salary by contribution assumption: employee only about $390,292 at 4% or $260,194 at 6%; with 50% employer match about $260,194 at 4% or $173,463 at 6%; with 100% employer match about $195,146 at 4% or $130,097 at 6%.
Charles P. Milani, D.D.S. Inc. Profit Sharing Plan-3$709,411$20,127$6,709iApproximate average salary by contribution assumption: employee only about $167,725 at 4% or $111,817 at 6%; with 50% employer match about $111,817 at 4% or $74,544 at 6%; with 100% employer match about $83,863 at 4% or $55,908 at 6%.
Charles P. Milani, D.D.S. Inc. Money Purchase Pension Plan-2$553,526$26,708$13,354iApproximate average salary by contribution assumption: employee only about $333,850 at 4% or $222,567 at 6%; with 50% employer match about $222,567 at 4% or $148,378 at 6%; with 100% employer match about $166,925 at 4% or $111,283 at 6%.