Civic Intelligence

Charles H. Margiotta, D.D.S.

Plan context: Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan

EIN 77-0118156 • Milpitas, CA • 22 filings • 2 plans

824 N Hillview DriveMilpitas, CA 95035-4544
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,069,589

2024 Contributions

$61,113

Historical Graphs

Total Assets Over Time

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

$2,069,589$1,034,795$0200320142024YearValue
$2,069,589Latest year 2024

Participants Over Time

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

530200320142024YearValue
3Latest 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
202413$2,069,589$61,113$20,371iApproximate average salary by contribution assumption: employee only about $509,275 at 4% or $339,517 at 6%; with 50% employer match about $339,517 at 4% or $226,344 at 6%; with 100% employer match about $254,638 at 4% or $169,758 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-3$2,069,589$61,113$20,371iApproximate average salary by contribution assumption: employee only about $509,275 at 4% or $339,517 at 6%; with 50% employer match about $339,517 at 4% or $226,344 at 6%; with 100% employer match about $254,638 at 4% or $169,758 at 6%.
202313$1,845,846$47,000$15,667iApproximate average salary by contribution assumption: employee only about $391,667 at 4% or $261,111 at 6%; with 50% employer match about $261,111 at 4% or $174,074 at 6%; with 100% employer match about $195,833 at 4% or $130,556 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-3$1,845,846$47,000$15,667iApproximate average salary by contribution assumption: employee only about $391,667 at 4% or $261,111 at 6%; with 50% employer match about $261,111 at 4% or $174,074 at 6%; with 100% employer match about $195,833 at 4% or $130,556 at 6%.
202215$1,592,565$44,000$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$1,592,565$44,000$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
202114$1,650,920$57,400$14,350iApproximate average salary by contribution assumption: employee only about $358,750 at 4% or $239,167 at 6%; with 50% employer match about $239,167 at 4% or $159,444 at 6%; with 100% employer match about $179,375 at 4% or $119,583 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-4$1,650,920$57,400$14,350iApproximate average salary by contribution assumption: employee only about $358,750 at 4% or $239,167 at 6%; with 50% employer match about $239,167 at 4% or $159,444 at 6%; with 100% employer match about $179,375 at 4% or $119,583 at 6%.
202014$1,364,649$65,330$16,333iApproximate average salary by contribution assumption: employee only about $408,313 at 4% or $272,208 at 6%; with 50% employer match about $272,208 at 4% or $181,472 at 6%; with 100% employer match about $204,156 at 4% or $136,104 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-4$1,364,649$65,330$16,333iApproximate average salary by contribution assumption: employee only about $408,313 at 4% or $272,208 at 6%; with 50% employer match about $272,208 at 4% or $181,472 at 6%; with 100% employer match about $204,156 at 4% or $136,104 at 6%.
201914$1,264,283$55,173$13,793iApproximate average salary by contribution assumption: employee only about $344,831 at 4% or $229,888 at 6%; with 50% employer match about $229,888 at 4% or $153,258 at 6%; with 100% employer match about $172,416 at 4% or $114,944 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-4$1,264,283$55,173$13,793iApproximate average salary by contribution assumption: employee only about $344,831 at 4% or $229,888 at 6%; with 50% employer match about $229,888 at 4% or $153,258 at 6%; with 100% employer match about $172,416 at 4% or $114,944 at 6%.
201813$1,095,524$62,412$20,804iApproximate average salary by contribution assumption: employee only about $520,100 at 4% or $346,733 at 6%; with 50% employer match about $346,733 at 4% or $231,156 at 6%; with 100% employer match about $260,050 at 4% or $173,367 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-3$1,095,524$62,412$20,804iApproximate average salary by contribution assumption: employee only about $520,100 at 4% or $346,733 at 6%; with 50% employer match about $346,733 at 4% or $231,156 at 6%; with 100% employer match about $260,050 at 4% or $173,367 at 6%.
201715$1,181,964$103,536$20,707iApproximate average salary by contribution assumption: employee only about $517,680 at 4% or $345,120 at 6%; with 50% employer match about $345,120 at 4% or $230,080 at 6%; with 100% employer match about $258,840 at 4% or $172,560 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$1,181,964$103,536$20,707iApproximate average salary by contribution assumption: employee only about $517,680 at 4% or $345,120 at 6%; with 50% employer match about $345,120 at 4% or $230,080 at 6%; with 100% employer match about $258,840 at 4% or $172,560 at 6%.
201615$1,023,037$92,061$18,412iApproximate average salary by contribution assumption: employee only about $460,305 at 4% or $306,870 at 6%; with 50% employer match about $306,870 at 4% or $204,580 at 6%; with 100% employer match about $230,153 at 4% or $153,435 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$1,023,037$92,061$18,412iApproximate average salary by contribution assumption: employee only about $460,305 at 4% or $306,870 at 6%; with 50% employer match about $306,870 at 4% or $204,580 at 6%; with 100% employer match about $230,153 at 4% or $153,435 at 6%.
201515$844,437$91,775$18,355iApproximate average salary by contribution assumption: employee only about $458,875 at 4% or $305,917 at 6%; with 50% employer match about $305,917 at 4% or $203,944 at 6%; with 100% employer match about $229,438 at 4% or $152,958 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$844,437$91,775$18,355iApproximate average salary by contribution assumption: employee only about $458,875 at 4% or $305,917 at 6%; with 50% employer match about $305,917 at 4% or $203,944 at 6%; with 100% employer match about $229,438 at 4% or $152,958 at 6%.
201415$775,430$87,582$17,516iApproximate average salary by contribution assumption: employee only about $437,910 at 4% or $291,940 at 6%; with 50% employer match about $291,940 at 4% or $194,627 at 6%; with 100% employer match about $218,955 at 4% or $145,970 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$775,430$87,582$17,516iApproximate average salary by contribution assumption: employee only about $437,910 at 4% or $291,940 at 6%; with 50% employer match about $291,940 at 4% or $194,627 at 6%; with 100% employer match about $218,955 at 4% or $145,970 at 6%.
201315$678,093$58,862$11,772iApproximate average salary by contribution assumption: employee only about $294,310 at 4% or $196,207 at 6%; with 50% employer match about $196,207 at 4% or $130,804 at 6%; with 100% employer match about $147,155 at 4% or $98,103 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$678,093$58,862$11,772iApproximate average salary by contribution assumption: employee only about $294,310 at 4% or $196,207 at 6%; with 50% employer match about $196,207 at 4% or $130,804 at 6%; with 100% employer match about $147,155 at 4% or $98,103 at 6%.
201215$514,169$52,319$10,464iApproximate average salary by contribution assumption: employee only about $261,595 at 4% or $174,397 at 6%; with 50% employer match about $174,397 at 4% or $116,264 at 6%; with 100% employer match about $130,797 at 4% or $87,198 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$514,169$52,319$10,464iApproximate average salary by contribution assumption: employee only about $261,595 at 4% or $174,397 at 6%; with 50% employer match about $174,397 at 4% or $116,264 at 6%; with 100% employer match about $130,797 at 4% or $87,198 at 6%.
201115$409,801$42,033$8,407iApproximate average salary by contribution assumption: employee only about $210,165 at 4% or $140,110 at 6%; with 50% employer match about $140,110 at 4% or $93,407 at 6%; with 100% employer match about $105,083 at 4% or $70,055 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$409,801$42,033$8,407iApproximate average salary by contribution assumption: employee only about $210,165 at 4% or $140,110 at 6%; with 50% employer match about $140,110 at 4% or $93,407 at 6%; with 100% employer match about $105,083 at 4% or $70,055 at 6%.
201015$391,154$45,087$9,017iApproximate average salary by contribution assumption: employee only about $225,435 at 4% or $150,290 at 6%; with 50% employer match about $150,290 at 4% or $100,193 at 6%; with 100% employer match about $112,718 at 4% or $75,145 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-5$391,154$45,087$9,017iApproximate average salary by contribution assumption: employee only about $225,435 at 4% or $150,290 at 6%; with 50% employer match about $150,290 at 4% or $100,193 at 6%; with 100% employer match about $112,718 at 4% or $75,145 at 6%.
200914$304,231$31,859$7,965iApproximate average salary by contribution assumption: employee only about $199,119 at 4% or $132,746 at 6%; with 50% employer match about $132,746 at 4% or $88,497 at 6%; with 100% employer match about $99,559 at 4% or $66,373 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-4$304,231$31,859$7,965iApproximate average salary by contribution assumption: employee only about $199,119 at 4% or $132,746 at 6%; with 50% employer match about $132,746 at 4% or $88,497 at 6%; with 100% employer match about $99,559 at 4% or $66,373 at 6%.
200814$237,094$29,326$7,332iApproximate average salary by contribution assumption: employee only about $183,288 at 4% or $122,192 at 6%; with 50% employer match about $122,192 at 4% or $81,461 at 6%; with 100% employer match about $91,644 at 4% or $61,096 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-4$237,094$29,326$7,332iApproximate average salary by contribution assumption: employee only about $183,288 at 4% or $122,192 at 6%; with 50% employer match about $122,192 at 4% or $81,461 at 6%; with 100% employer match about $91,644 at 4% or $61,096 at 6%.
200714$285,242$29,003$7,251iApproximate average salary by contribution assumption: employee only about $181,269 at 4% or $120,846 at 6%; with 50% employer match about $120,846 at 4% or $80,564 at 6%; with 100% employer match about $90,634 at 4% or $60,423 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-4$285,242$29,003$7,251iApproximate average salary by contribution assumption: employee only about $181,269 at 4% or $120,846 at 6%; with 50% employer match about $120,846 at 4% or $80,564 at 6%; with 100% employer match about $90,634 at 4% or $60,423 at 6%.
200613$252,849$22,464$7,488iApproximate average salary by contribution assumption: employee only about $187,200 at 4% or $124,800 at 6%; with 50% employer match about $124,800 at 4% or $83,200 at 6%; with 100% employer match about $93,600 at 4% or $62,400 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-3$252,849$22,464$7,488iApproximate average salary by contribution assumption: employee only about $187,200 at 4% or $124,800 at 6%; with 50% employer match about $124,800 at 4% or $83,200 at 6%; with 100% employer match about $93,600 at 4% or $62,400 at 6%.
200511$200,450$19,519$19,519iApproximate average salary by contribution assumption: employee only about $487,975 at 4% or $325,317 at 6%; with 50% employer match about $325,317 at 4% or $216,878 at 6%; with 100% employer match about $243,988 at 4% or $162,658 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-1$200,450$19,519$19,519iApproximate average salary by contribution assumption: employee only about $487,975 at 4% or $325,317 at 6%; with 50% employer match about $325,317 at 4% or $216,878 at 6%; with 100% employer match about $243,988 at 4% or $162,658 at 6%.
200412$172,744$32,525$16,263iApproximate average salary by contribution assumption: employee only about $406,563 at 4% or $271,042 at 6%; with 50% employer match about $271,042 at 4% or $180,694 at 6%; with 100% employer match about $203,281 at 4% or $135,521 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-2$172,744$32,525$16,263iApproximate average salary by contribution assumption: employee only about $406,563 at 4% or $271,042 at 6%; with 50% employer match about $271,042 at 4% or $180,694 at 6%; with 100% employer match about $203,281 at 4% or $135,521 at 6%.
200314$122,545$122,013$30,503iApproximate average salary by contribution assumption: employee only about $762,581 at 4% or $508,388 at 6%; with 50% employer match about $508,388 at 4% or $338,925 at 6%; with 100% employer match about $381,291 at 4% or $254,194 at 6%.
Charles H. Margiotta, D.D.S. Profit Sharing 401(K) Plan-4$122,545$122,013$30,503iApproximate average salary by contribution assumption: employee only about $762,581 at 4% or $508,388 at 6%; with 50% employer match about $508,388 at 4% or $338,925 at 6%; with 100% employer match about $381,291 at 4% or $254,194 at 6%.