Civic Intelligence

George A. Soriano, DMD, Inc.

Plan context: GEORGE A. SORIANO, DMD, INC. CASH BALANCE PLAN

EIN 94-3358233 • Newark, CA • 25 filings • 7 plans

5853 Jarvis AvenueNewark, CA 94560
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$372,200

2024 Contributions

$438,383

Historical Graphs

Total Assets Over Time

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

$2,265,681$1,132,841$0200220132023YearValue
$372,200Latest year 2023

Participants Over Time

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

630200120122023YearValue
4Latest year 2023

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
202410$0$0-
GEORGE A. SORIANO, DMD, INC. CASH BALANCE PLAN-0$0--
202324$372,200$438,383$109,596iApproximate average salary by contribution assumption: employee only about $2,739,894 at 4% or $1,826,596 at 6%; with 50% employer match about $1,826,596 at 4% or $1,217,731 at 6%; with 100% employer match about $1,369,947 at 4% or $913,298 at 6%.
GEORGE A. SORIANO, DMD, INC. CASH BALANCE PLAN-4$372,200$372,200$93,050iApproximate average salary by contribution assumption: employee only about $2,326,250 at 4% or $1,550,833 at 6%; with 50% employer match about $1,550,833 at 4% or $1,033,889 at 6%; with 100% employer match about $1,163,125 at 4% or $775,417 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-0$0$66,183-
202214$1,855,531$0-
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$1,855,531$0-
202114$2,265,681$100,712$25,178iApproximate average salary by contribution assumption: employee only about $629,450 at 4% or $419,633 at 6%; with 50% employer match about $419,633 at 4% or $279,756 at 6%; with 100% employer match about $314,725 at 4% or $209,817 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$2,265,681$100,712$25,178iApproximate average salary by contribution assumption: employee only about $629,450 at 4% or $419,633 at 6%; with 50% employer match about $419,633 at 4% or $279,756 at 6%; with 100% employer match about $314,725 at 4% or $209,817 at 6%.
202014$1,888,520$130,702$32,676iApproximate average salary by contribution assumption: employee only about $816,888 at 4% or $544,592 at 6%; with 50% employer match about $544,592 at 4% or $363,061 at 6%; with 100% employer match about $408,444 at 4% or $272,296 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$1,888,520$130,702$32,676iApproximate average salary by contribution assumption: employee only about $816,888 at 4% or $544,592 at 6%; with 50% employer match about $544,592 at 4% or $363,061 at 6%; with 100% employer match about $408,444 at 4% or $272,296 at 6%.
201914$1,496,120$60,400$15,100iApproximate average salary by contribution assumption: employee only about $377,500 at 4% or $251,667 at 6%; with 50% employer match about $251,667 at 4% or $167,778 at 6%; with 100% employer match about $188,750 at 4% or $125,833 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$1,496,120$60,400$15,100iApproximate average salary by contribution assumption: employee only about $377,500 at 4% or $251,667 at 6%; with 50% employer match about $251,667 at 4% or $167,778 at 6%; with 100% employer match about $188,750 at 4% or $125,833 at 6%.
201814$1,155,914$0-
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$1,155,914--
201714$1,251,935$117,130$29,283iApproximate average salary by contribution assumption: employee only about $732,063 at 4% or $488,042 at 6%; with 50% employer match about $488,042 at 4% or $325,361 at 6%; with 100% employer match about $366,031 at 4% or $244,021 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$1,251,935$117,130$29,283iApproximate average salary by contribution assumption: employee only about $732,063 at 4% or $488,042 at 6%; with 50% employer match about $488,042 at 4% or $325,361 at 6%; with 100% employer match about $366,031 at 4% or $244,021 at 6%.
201614$937,256$0-
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$937,256$0-
201514$879,547$120,218$30,055iApproximate average salary by contribution assumption: employee only about $751,363 at 4% or $500,908 at 6%; with 50% employer match about $500,908 at 4% or $333,939 at 6%; with 100% employer match about $375,681 at 4% or $250,454 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$879,547$120,218$30,055iApproximate average salary by contribution assumption: employee only about $751,363 at 4% or $500,908 at 6%; with 50% employer match about $500,908 at 4% or $333,939 at 6%; with 100% employer match about $375,681 at 4% or $250,454 at 6%.
201415$765,134$55,110$11,022iApproximate average salary by contribution assumption: employee only about $275,550 at 4% or $183,700 at 6%; with 50% employer match about $183,700 at 4% or $122,467 at 6%; with 100% employer match about $137,775 at 4% or $91,850 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-5$765,134$55,110$11,022iApproximate average salary by contribution assumption: employee only about $275,550 at 4% or $183,700 at 6%; with 50% employer match about $183,700 at 4% or $122,467 at 6%; with 100% employer match about $137,775 at 4% or $91,850 at 6%.
201315$674,315$0-
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-5$674,315--
201216$621,756$16,134$2,689iApproximate average salary by contribution assumption: employee only about $67,225 at 4% or $44,817 at 6%; with 50% employer match about $44,817 at 4% or $29,878 at 6%; with 100% employer match about $33,613 at 4% or $22,408 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-6$621,756$16,134$2,689iApproximate average salary by contribution assumption: employee only about $67,225 at 4% or $44,817 at 6%; with 50% employer match about $44,817 at 4% or $29,878 at 6%; with 100% employer match about $33,613 at 4% or $22,408 at 6%.
201113$577,747$52,397$17,466iApproximate average salary by contribution assumption: employee only about $436,642 at 4% or $291,094 at 6%; with 50% employer match about $291,094 at 4% or $194,063 at 6%; with 100% employer match about $218,321 at 4% or $145,547 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-3$577,747$52,397$17,466iApproximate average salary by contribution assumption: employee only about $436,642 at 4% or $291,094 at 6%; with 50% employer match about $291,094 at 4% or $194,063 at 6%; with 100% employer match about $218,321 at 4% or $145,547 at 6%.
201013$568,556$52,093$17,364iApproximate average salary by contribution assumption: employee only about $434,108 at 4% or $289,406 at 6%; with 50% employer match about $289,406 at 4% or $192,937 at 6%; with 100% employer match about $217,054 at 4% or $144,703 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-3$568,556$52,093$17,364iApproximate average salary by contribution assumption: employee only about $434,108 at 4% or $289,406 at 6%; with 50% employer match about $289,406 at 4% or $192,937 at 6%; with 100% employer match about $217,054 at 4% or $144,703 at 6%.
200913$513,036$51,610$17,203iApproximate average salary by contribution assumption: employee only about $430,083 at 4% or $286,722 at 6%; with 50% employer match about $286,722 at 4% or $191,148 at 6%; with 100% employer match about $215,042 at 4% or $143,361 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-3$513,036$51,610$17,203iApproximate average salary by contribution assumption: employee only about $430,083 at 4% or $286,722 at 6%; with 50% employer match about $286,722 at 4% or $191,148 at 6%; with 100% employer match about $215,042 at 4% or $143,361 at 6%.
200812$450,041$50,150$25,075iApproximate average salary by contribution assumption: employee only about $626,875 at 4% or $417,917 at 6%; with 50% employer match about $417,917 at 4% or $278,611 at 6%; with 100% employer match about $313,438 at 4% or $208,958 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-2$450,041$50,150$25,075iApproximate average salary by contribution assumption: employee only about $626,875 at 4% or $417,917 at 6%; with 50% employer match about $417,917 at 4% or $278,611 at 6%; with 100% employer match about $313,438 at 4% or $208,958 at 6%.
200713$393,518$48,242$16,081iApproximate average salary by contribution assumption: employee only about $402,017 at 4% or $268,011 at 6%; with 50% employer match about $268,011 at 4% or $178,674 at 6%; with 100% employer match about $201,008 at 4% or $134,006 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-3$393,518$48,242$16,081iApproximate average salary by contribution assumption: employee only about $402,017 at 4% or $268,011 at 6%; with 50% employer match about $268,011 at 4% or $178,674 at 6%; with 100% employer match about $201,008 at 4% or $134,006 at 6%.
200613$334,553$49,751$16,584iApproximate average salary by contribution assumption: employee only about $414,592 at 4% or $276,394 at 6%; with 50% employer match about $276,394 at 4% or $184,263 at 6%; with 100% employer match about $207,296 at 4% or $138,197 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-3$334,553$49,751$16,584iApproximate average salary by contribution assumption: employee only about $414,592 at 4% or $276,394 at 6%; with 50% employer match about $276,394 at 4% or $184,263 at 6%; with 100% employer match about $207,296 at 4% or $138,197 at 6%.
200514$279,357$60,373$15,093iApproximate average salary by contribution assumption: employee only about $377,331 at 4% or $251,554 at 6%; with 50% employer match about $251,554 at 4% or $167,703 at 6%; with 100% employer match about $188,666 at 4% or $125,777 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$279,357$60,373$15,093iApproximate average salary by contribution assumption: employee only about $377,331 at 4% or $251,554 at 6%; with 50% employer match about $251,554 at 4% or $167,703 at 6%; with 100% employer match about $188,666 at 4% or $125,777 at 6%.
200414$216,709$70,693$17,673iApproximate average salary by contribution assumption: employee only about $441,831 at 4% or $294,554 at 6%; with 50% employer match about $294,554 at 4% or $196,369 at 6%; with 100% employer match about $220,916 at 4% or $147,277 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4$216,709$70,693$17,673iApproximate average salary by contribution assumption: employee only about $441,831 at 4% or $294,554 at 6%; with 50% employer match about $294,554 at 4% or $196,369 at 6%; with 100% employer match about $220,916 at 4% or $147,277 at 6%.
200313$144,013$51,407$17,136iApproximate average salary by contribution assumption: employee only about $428,392 at 4% or $285,594 at 6%; with 50% employer match about $285,594 at 4% or $190,396 at 6%; with 100% employer match about $214,196 at 4% or $142,797 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-3$144,013$51,407$17,136iApproximate average salary by contribution assumption: employee only about $428,392 at 4% or $285,594 at 6%; with 50% employer match about $285,594 at 4% or $190,396 at 6%; with 100% employer match about $214,196 at 4% or $142,797 at 6%.
200212$90,873$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-2$90,873$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
200114$0$0-
George a. Soriano, DMD Inc. 401(K) Profit Sharing Plan-4---