Civic Intelligence

Caplanis Madi Dental Partnership

Plan context: Caplanis Madi Dental Partnership 401(K) Plan

EIN 87-3889560 • Mission Viejo, CA • 4 filings • 1 plans

26302 LA Paz Rd. Suite 207Mission Viejo, CA 92691
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,765,501

2025 Contributions

$111,823

Historical Graphs

Total Assets Over Time

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

$2,765,501$1,382,751$0202220242025YearValue
$2,765,501Latest year 2025

Participants Over Time

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

1790202220242025YearValue
14Latest 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
2025114$2,765,501$111,823$7,987iApproximate average salary by contribution assumption: employee only about $199,684 at 4% or $133,123 at 6%; with 50% employer match about $133,123 at 4% or $88,748 at 6%; with 100% employer match about $99,842 at 4% or $66,561 at 6%.
Caplanis Madi Dental Partnership 401(K) Plan-14$2,765,501$111,823$7,987iApproximate average salary by contribution assumption: employee only about $199,684 at 4% or $133,123 at 6%; with 50% employer match about $133,123 at 4% or $88,748 at 6%; with 100% employer match about $99,842 at 4% or $66,561 at 6%.
2024117$2,513,959$139,199$8,188iApproximate average salary by contribution assumption: employee only about $204,704 at 4% or $136,470 at 6%; with 50% employer match about $136,470 at 4% or $90,980 at 6%; with 100% employer match about $102,352 at 4% or $68,235 at 6%.
Caplanis Madi Dental Partnership 401(K) Plan-17$2,513,959$139,199$8,188iApproximate average salary by contribution assumption: employee only about $204,704 at 4% or $136,470 at 6%; with 50% employer match about $136,470 at 4% or $90,980 at 6%; with 100% employer match about $102,352 at 4% or $68,235 at 6%.
2023115$2,011,710$132,675$8,845iApproximate average salary by contribution assumption: employee only about $221,125 at 4% or $147,417 at 6%; with 50% employer match about $147,417 at 4% or $98,278 at 6%; with 100% employer match about $110,563 at 4% or $73,708 at 6%.
Caplanis Madi Dental Partnership 401(K) Plan-15$2,011,710$132,675$8,845iApproximate average salary by contribution assumption: employee only about $221,125 at 4% or $147,417 at 6%; with 50% employer match about $147,417 at 4% or $98,278 at 6%; with 100% employer match about $110,563 at 4% or $73,708 at 6%.
2022115$1,535,244$104,470$6,965iApproximate average salary by contribution assumption: employee only about $174,117 at 4% or $116,078 at 6%; with 50% employer match about $116,078 at 4% or $77,385 at 6%; with 100% employer match about $87,058 at 4% or $58,039 at 6%.
Caplanis Madi Dental Partnership 401(K) Plan-15$1,535,244$104,470$6,965iApproximate average salary by contribution assumption: employee only about $174,117 at 4% or $116,078 at 6%; with 50% employer match about $116,078 at 4% or $77,385 at 6%; with 100% employer match about $87,058 at 4% or $58,039 at 6%.