Civic Intelligence

Maltese & Associates PC

Plan context: Maltese & Associates PC Cash Balance Plan

EIN 82-1138353 • Smithtown, NY • 11 filings • 2 plans

1050 W Jericho TpkeSmithtown, NY 11787
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,626,054

2025 Contributions

$660,000

Historical Graphs

Total Assets Over Time

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

$3,054,879$1,527,440$0201720212025YearValue
$1,626,054Latest year 2025

Participants Over Time

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

530201720212025YearValue
3Latest year 2025

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
202513$1,626,054$660,000$220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%.
Maltese & Associates PC Cash Balance Plan-3$1,626,054$660,000$220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%.
202425$3,054,879$563,286$112,657iApproximate average salary by contribution assumption: employee only about $2,816,430 at 4% or $1,877,620 at 6%; with 50% employer match about $1,877,620 at 4% or $1,251,747 at 6%; with 100% employer match about $1,408,215 at 4% or $938,810 at 6%.
Law Office of Carl Maltese Retirement Plan-5$2,125,208$89,454$17,891iApproximate average salary by contribution assumption: employee only about $447,270 at 4% or $298,180 at 6%; with 50% employer match about $298,180 at 4% or $198,787 at 6%; with 100% employer match about $223,635 at 4% or $149,090 at 6%.
Maltese & Associates PC Cash Balance Plan-3$929,671$473,832$157,944iApproximate average salary by contribution assumption: employee only about $3,948,600 at 4% or $2,632,400 at 6%; with 50% employer match about $2,632,400 at 4% or $1,754,933 at 6%; with 100% employer match about $1,974,300 at 4% or $1,316,200 at 6%.
202325$2,262,343$512,390$102,478iApproximate average salary by contribution assumption: employee only about $2,561,950 at 4% or $1,707,967 at 6%; with 50% employer match about $1,707,967 at 4% or $1,138,644 at 6%; with 100% employer match about $1,280,975 at 4% or $853,983 at 6%.
Law Office of Carl Maltese Retirement Plan-5$1,826,516$76,563$15,313iApproximate average salary by contribution assumption: employee only about $382,815 at 4% or $255,210 at 6%; with 50% employer match about $255,210 at 4% or $170,140 at 6%; with 100% employer match about $191,408 at 4% or $127,605 at 6%.
Maltese & Associates PC Cash Balance Plan-3$435,827$435,827$145,276iApproximate average salary by contribution assumption: employee only about $3,631,892 at 4% or $2,421,261 at 6%; with 50% employer match about $2,421,261 at 4% or $1,614,174 at 6%; with 100% employer match about $1,815,946 at 4% or $1,210,631 at 6%.
202214$1,458,202$57,973$14,493iApproximate average salary by contribution assumption: employee only about $362,331 at 4% or $241,554 at 6%; with 50% employer match about $241,554 at 4% or $161,036 at 6%; with 100% employer match about $181,166 at 4% or $120,777 at 6%.
Law Office of Carl Maltese Retirement Plan-4$1,458,202$57,973$14,493iApproximate average salary by contribution assumption: employee only about $362,331 at 4% or $241,554 at 6%; with 50% employer match about $241,554 at 4% or $161,036 at 6%; with 100% employer match about $181,166 at 4% or $120,777 at 6%.
202114$1,700,723$54,813$13,703iApproximate average salary by contribution assumption: employee only about $342,581 at 4% or $228,388 at 6%; with 50% employer match about $228,388 at 4% or $152,258 at 6%; with 100% employer match about $171,291 at 4% or $114,194 at 6%.
Law Office of Carl Maltese Retirement Plan-4$1,700,723$54,813$13,703iApproximate average salary by contribution assumption: employee only about $342,581 at 4% or $228,388 at 6%; with 50% employer match about $228,388 at 4% or $152,258 at 6%; with 100% employer match about $171,291 at 4% or $114,194 at 6%.
202014$1,363,049$55,155$13,789iApproximate average salary by contribution assumption: employee only about $344,719 at 4% or $229,813 at 6%; with 50% employer match about $229,813 at 4% or $153,208 at 6%; with 100% employer match about $172,359 at 4% or $114,906 at 6%.
Law Office of Carl Maltese Retirement Plan-4$1,363,049$55,155$13,789iApproximate average salary by contribution assumption: employee only about $344,719 at 4% or $229,813 at 6%; with 50% employer match about $229,813 at 4% or $153,208 at 6%; with 100% employer match about $172,359 at 4% or $114,906 at 6%.
201914$1,141,612$53,407$13,352iApproximate average salary by contribution assumption: employee only about $333,794 at 4% or $222,529 at 6%; with 50% employer match about $222,529 at 4% or $148,353 at 6%; with 100% employer match about $166,897 at 4% or $111,265 at 6%.
Law Office of Carl Maltese Retirement Plan-4$1,141,612$53,407$13,352iApproximate average salary by contribution assumption: employee only about $333,794 at 4% or $222,529 at 6%; with 50% employer match about $222,529 at 4% or $148,353 at 6%; with 100% employer match about $166,897 at 4% or $111,265 at 6%.
201814$870,514$492,423$123,106iApproximate average salary by contribution assumption: employee only about $3,077,644 at 4% or $2,051,763 at 6%; with 50% employer match about $2,051,763 at 4% or $1,367,842 at 6%; with 100% employer match about $1,538,822 at 4% or $1,025,881 at 6%.
Law Office of Carl Maltese Retirement Plan-4$870,514$492,423$123,106iApproximate average salary by contribution assumption: employee only about $3,077,644 at 4% or $2,051,763 at 6%; with 50% employer match about $2,051,763 at 4% or $1,367,842 at 6%; with 100% employer match about $1,538,822 at 4% or $1,025,881 at 6%.
201714$442,823$26,631$6,658iApproximate average salary by contribution assumption: employee only about $166,444 at 4% or $110,963 at 6%; with 50% employer match about $110,963 at 4% or $73,975 at 6%; with 100% employer match about $83,222 at 4% or $55,481 at 6%.
Law Office of Carl Maltese Retirement Plan-4$442,823$26,631$6,658iApproximate average salary by contribution assumption: employee only about $166,444 at 4% or $110,963 at 6%; with 50% employer match about $110,963 at 4% or $73,975 at 6%; with 100% employer match about $83,222 at 4% or $55,481 at 6%.