Civic Intelligence

CHARLOTTE ETESSE DDS INC.

Plan context: CHARLOTTE ETESSE DDS INC. 401(K) PROFIT SHARING PLAN & TRUST

EIN 92-2730897 • Solana Beach, CA • 2 filings • 1 plans

530 Lomas Santa Fe DriveSolana Beach, CA 92075
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$505,330

2025 Contributions

$107,425

Historical Graphs

Total Assets Over Time

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

$505,330$252,665$020242025YearValue
$505,330Latest year 2025

Participants Over Time

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

84020242025YearValue
8Latest 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
202518$505,330$107,425$13,428iApproximate average salary by contribution assumption: employee only about $335,703 at 4% or $223,802 at 6%; with 50% employer match about $223,802 at 4% or $149,201 at 6%; with 100% employer match about $167,852 at 4% or $111,901 at 6%.
CHARLOTTE ETESSE DDS INC. 401(K) PROFIT SHARING PLAN & TRUST-8$505,330$107,425$13,428iApproximate average salary by contribution assumption: employee only about $335,703 at 4% or $223,802 at 6%; with 50% employer match about $223,802 at 4% or $149,201 at 6%; with 100% employer match about $167,852 at 4% or $111,901 at 6%.
202414$338,611$150,910$37,728iApproximate average salary by contribution assumption: employee only about $943,188 at 4% or $628,792 at 6%; with 50% employer match about $628,792 at 4% or $419,194 at 6%; with 100% employer match about $471,594 at 4% or $314,396 at 6%.
CHARLOTTE ETESSE DDS INC. 401(K) PROFIT SHARING PLAN & TRUST-4$338,611$150,910$37,728iApproximate average salary by contribution assumption: employee only about $943,188 at 4% or $628,792 at 6%; with 50% employer match about $628,792 at 4% or $419,194 at 6%; with 100% employer match about $471,594 at 4% or $314,396 at 6%.