Civic Intelligence

Bossolina, Dds PLLC

Plan context: Bossolina Retirement Plan & Trust

EIN 82-3132012 • Charlotte, NC • 15 filings • 2 plans

400 South Tryon St., Suite M3Charlotte, NC 28285
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,436,548

2025 Contributions

$25,596

Historical Graphs

Total Assets Over Time

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

$1,436,548$718,274$0201820212024YearValue
$1,436,548Latest year 2024

Participants Over Time

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

1370201820212024YearValue
9Latest 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
202510$0$25,596-
Bossolina Retirement Plan & Trust-0$0$25,596-
202429$1,436,548$67,592$7,510iApproximate average salary by contribution assumption: employee only about $187,756 at 4% or $125,170 at 6%; with 50% employer match about $125,170 at 4% or $83,447 at 6%; with 100% employer match about $93,878 at 4% or $62,585 at 6%.
Bossolina Retirement Plan & Trust-9$896,018$66,633$7,404iApproximate average salary by contribution assumption: employee only about $185,092 at 4% or $123,394 at 6%; with 50% employer match about $123,394 at 4% or $82,263 at 6%; with 100% employer match about $92,546 at 4% or $61,697 at 6%.
Bossolina Defined Benefit Cash Balance Plan & Trust-6$540,530$959$160iApproximate average salary by contribution assumption: employee only about $3,996 at 4% or $2,664 at 6%; with 50% employer match about $2,664 at 4% or $1,776 at 6%; with 100% employer match about $1,998 at 4% or $1,332 at 6%.
2023211$1,353,620$147,761$13,433iApproximate average salary by contribution assumption: employee only about $335,820 at 4% or $223,880 at 6%; with 50% employer match about $223,880 at 4% or $149,254 at 6%; with 100% employer match about $167,910 at 4% or $111,940 at 6%.
Bossolina Retirement Plan & Trust-11$840,191$101,761$9,251iApproximate average salary by contribution assumption: employee only about $231,275 at 4% or $154,183 at 6%; with 50% employer match about $154,183 at 4% or $102,789 at 6%; with 100% employer match about $115,638 at 4% or $77,092 at 6%.
Bossolina Defined Benefit Cash Balance Plan & Trust-7$513,429$46,000$6,571iApproximate average salary by contribution assumption: employee only about $164,286 at 4% or $109,524 at 6%; with 50% employer match about $109,524 at 4% or $73,016 at 6%; with 100% employer match about $82,143 at 4% or $54,762 at 6%.
2022212$1,052,231$191,813$15,984iApproximate average salary by contribution assumption: employee only about $399,610 at 4% or $266,407 at 6%; with 50% employer match about $266,407 at 4% or $177,605 at 6%; with 100% employer match about $199,805 at 4% or $133,203 at 6%.
Bossolina Retirement Plan & Trust-12$642,372$109,813$9,151iApproximate average salary by contribution assumption: employee only about $228,777 at 4% or $152,518 at 6%; with 50% employer match about $152,518 at 4% or $101,679 at 6%; with 100% employer match about $114,389 at 4% or $76,259 at 6%.
Bossolina Defined Benefit Cash Balance Plan & Trust-9$409,859$82,000$9,111iApproximate average salary by contribution assumption: employee only about $227,778 at 4% or $151,852 at 6%; with 50% employer match about $151,852 at 4% or $101,235 at 6%; with 100% employer match about $113,889 at 4% or $75,926 at 6%.
2021211$1,010,134$187,343$17,031iApproximate average salary by contribution assumption: employee only about $425,780 at 4% or $283,853 at 6%; with 50% employer match about $283,853 at 4% or $189,235 at 6%; with 100% employer match about $212,890 at 4% or $141,927 at 6%.
Bossolina Retirement Plan & Trust-11$626,574$105,343$9,577iApproximate average salary by contribution assumption: employee only about $239,416 at 4% or $159,611 at 6%; with 50% employer match about $159,611 at 4% or $106,407 at 6%; with 100% employer match about $119,708 at 4% or $79,805 at 6%.
Bossolina Defined Benefit Cash Balance Plan & Trust-9$383,560$82,000$9,111iApproximate average salary by contribution assumption: employee only about $227,778 at 4% or $151,852 at 6%; with 50% employer match about $151,852 at 4% or $101,235 at 6%; with 100% employer match about $113,889 at 4% or $75,926 at 6%.
2020212$702,363$165,621$13,802iApproximate average salary by contribution assumption: employee only about $345,044 at 4% or $230,029 at 6%; with 50% employer match about $230,029 at 4% or $153,353 at 6%; with 100% employer match about $172,522 at 4% or $115,015 at 6%.
Bossolina Retirement Plan & Trust-12$442,256$97,080$8,090iApproximate average salary by contribution assumption: employee only about $202,250 at 4% or $134,833 at 6%; with 50% employer match about $134,833 at 4% or $89,889 at 6%; with 100% employer match about $101,125 at 4% or $67,417 at 6%.
Bossolina Defined Benefit Cash Balance Plan & Trust-9$260,107$68,541$7,616iApproximate average salary by contribution assumption: employee only about $190,392 at 4% or $126,928 at 6%; with 50% employer match about $126,928 at 4% or $84,619 at 6%; with 100% employer match about $95,196 at 4% or $63,464 at 6%.
2019213$466,203$278,741$21,442iApproximate average salary by contribution assumption: employee only about $536,040 at 4% or $357,360 at 6%; with 50% employer match about $357,360 at 4% or $238,240 at 6%; with 100% employer match about $268,020 at 4% or $178,680 at 6%.
Bossolina Retirement Plan & Trust-13$301,969$197,741$15,211iApproximate average salary by contribution assumption: employee only about $380,271 at 4% or $253,514 at 6%; with 50% employer match about $253,514 at 4% or $169,009 at 6%; with 100% employer match about $190,136 at 4% or $126,757 at 6%.
Bossolina Defined Benefit Cash Balance Plan & Trust-9$164,234$81,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2018211$157,926$159,116$14,465iApproximate average salary by contribution assumption: employee only about $361,627 at 4% or $241,085 at 6%; with 50% employer match about $241,085 at 4% or $160,723 at 6%; with 100% employer match about $180,814 at 4% or $120,542 at 6%.
Bossolina Retirement Plan & Trust-11$80,926$82,116$7,465iApproximate average salary by contribution assumption: employee only about $186,627 at 4% or $124,418 at 6%; with 50% employer match about $124,418 at 4% or $82,945 at 6%; with 100% employer match about $93,314 at 4% or $62,209 at 6%.
Bossolina Defined Benefit Cash Balance Plan & Trust-9$77,000$77,000$8,556iApproximate average salary by contribution assumption: employee only about $213,889 at 4% or $142,593 at 6%; with 50% employer match about $142,593 at 4% or $95,062 at 6%; with 100% employer match about $106,944 at 4% or $71,296 at 6%.