Civic Intelligence

Julieta Jay Carlos, D.M.D. Inc.

Plan context: Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan

EIN 94-3212033 • San Francisco, CA • 11 filings • 1 plans

2572 Noriega St.San Francisco, CA 94122-4127
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$975,105

2024 Contributions

$102,009

Historical Graphs

Total Assets Over Time

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

$975,105$487,553$0201420192024YearValue
$975,105Latest year 2024

Participants Over Time

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

740201420192024YearValue
7Latest 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
202417$975,105$102,009$14,573iApproximate average salary by contribution assumption: employee only about $364,318 at 4% or $242,879 at 6%; with 50% employer match about $242,879 at 4% or $161,919 at 6%; with 100% employer match about $182,159 at 4% or $121,439 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-7$975,105$102,009$14,573iApproximate average salary by contribution assumption: employee only about $364,318 at 4% or $242,879 at 6%; with 50% employer match about $242,879 at 4% or $161,919 at 6%; with 100% employer match about $182,159 at 4% or $121,439 at 6%.
202316$805,524$92,993$15,499iApproximate average salary by contribution assumption: employee only about $387,471 at 4% or $258,314 at 6%; with 50% employer match about $258,314 at 4% or $172,209 at 6%; with 100% employer match about $193,735 at 4% or $129,157 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-6$805,524$92,993$15,499iApproximate average salary by contribution assumption: employee only about $387,471 at 4% or $258,314 at 6%; with 50% employer match about $258,314 at 4% or $172,209 at 6%; with 100% employer match about $193,735 at 4% or $129,157 at 6%.
202216$641,744$82,311$13,719iApproximate average salary by contribution assumption: employee only about $342,963 at 4% or $228,642 at 6%; with 50% employer match about $228,642 at 4% or $152,428 at 6%; with 100% employer match about $171,481 at 4% or $114,321 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-6$641,744$82,311$13,719iApproximate average salary by contribution assumption: employee only about $342,963 at 4% or $228,642 at 6%; with 50% employer match about $228,642 at 4% or $152,428 at 6%; with 100% employer match about $171,481 at 4% or $114,321 at 6%.
202114$647,350$66,512$16,628iApproximate average salary by contribution assumption: employee only about $415,700 at 4% or $277,133 at 6%; with 50% employer match about $277,133 at 4% or $184,756 at 6%; with 100% employer match about $207,850 at 4% or $138,567 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-4$647,350$66,512$16,628iApproximate average salary by contribution assumption: employee only about $415,700 at 4% or $277,133 at 6%; with 50% employer match about $277,133 at 4% or $184,756 at 6%; with 100% employer match about $207,850 at 4% or $138,567 at 6%.
202015$531,888$57,543$11,509iApproximate average salary by contribution assumption: employee only about $287,715 at 4% or $191,810 at 6%; with 50% employer match about $191,810 at 4% or $127,873 at 6%; with 100% employer match about $143,858 at 4% or $95,905 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-5$531,888$57,543$11,509iApproximate average salary by contribution assumption: employee only about $287,715 at 4% or $191,810 at 6%; with 50% employer match about $191,810 at 4% or $127,873 at 6%; with 100% employer match about $143,858 at 4% or $95,905 at 6%.
201915$419,823$76,752$15,350iApproximate average salary by contribution assumption: employee only about $383,760 at 4% or $255,840 at 6%; with 50% employer match about $255,840 at 4% or $170,560 at 6%; with 100% employer match about $191,880 at 4% or $127,920 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-5$419,823$76,752$15,350iApproximate average salary by contribution assumption: employee only about $383,760 at 4% or $255,840 at 6%; with 50% employer match about $255,840 at 4% or $170,560 at 6%; with 100% employer match about $191,880 at 4% or $127,920 at 6%.
201813$346,960$74,646$24,882iApproximate average salary by contribution assumption: employee only about $622,050 at 4% or $414,700 at 6%; with 50% employer match about $414,700 at 4% or $276,467 at 6%; with 100% employer match about $311,025 at 4% or $207,350 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-3$346,960$74,646$24,882iApproximate average salary by contribution assumption: employee only about $622,050 at 4% or $414,700 at 6%; with 50% employer match about $414,700 at 4% or $276,467 at 6%; with 100% employer match about $311,025 at 4% or $207,350 at 6%.
201714$307,766$73,020$18,255iApproximate average salary by contribution assumption: employee only about $456,375 at 4% or $304,250 at 6%; with 50% employer match about $304,250 at 4% or $202,833 at 6%; with 100% employer match about $228,188 at 4% or $152,125 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-4$307,766$73,020$18,255iApproximate average salary by contribution assumption: employee only about $456,375 at 4% or $304,250 at 6%; with 50% employer match about $304,250 at 4% or $202,833 at 6%; with 100% employer match about $228,188 at 4% or $152,125 at 6%.
201615$212,839$74,286$14,857iApproximate average salary by contribution assumption: employee only about $371,430 at 4% or $247,620 at 6%; with 50% employer match about $247,620 at 4% or $165,080 at 6%; with 100% employer match about $185,715 at 4% or $123,810 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-5$212,839$74,286$14,857iApproximate average salary by contribution assumption: employee only about $371,430 at 4% or $247,620 at 6%; with 50% employer match about $247,620 at 4% or $165,080 at 6%; with 100% employer match about $185,715 at 4% or $123,810 at 6%.
201515$136,543$72,815$14,563iApproximate average salary by contribution assumption: employee only about $364,075 at 4% or $242,717 at 6%; with 50% employer match about $242,717 at 4% or $161,811 at 6%; with 100% employer match about $182,038 at 4% or $121,358 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-5$136,543$72,815$14,563iApproximate average salary by contribution assumption: employee only about $364,075 at 4% or $242,717 at 6%; with 50% employer match about $242,717 at 4% or $161,811 at 6%; with 100% employer match about $182,038 at 4% or $121,358 at 6%.
201414$65,581$65,581$16,395iApproximate average salary by contribution assumption: employee only about $409,881 at 4% or $273,254 at 6%; with 50% employer match about $273,254 at 4% or $182,169 at 6%; with 100% employer match about $204,941 at 4% or $136,627 at 6%.
Julieta Jay Carlos, D.M.D. Inc. 401(K) Profit Sharing Plan-4$65,581$65,581$16,395iApproximate average salary by contribution assumption: employee only about $409,881 at 4% or $273,254 at 6%; with 50% employer match about $273,254 at 4% or $182,169 at 6%; with 100% employer match about $204,941 at 4% or $136,627 at 6%.