Civic Intelligence

Paul J. Kalis, D.M.D. PC.

Plan context: LEONARD H. STRAUSS, D.M.D., P.C. 401(K) RETIREMENT PLAN

EIN 04-2701314 • Newton, MA • 4 filings • 2 plans

18 Station AvenueNewton, MA 02461
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$753,774

2024 Contributions

$39,329

Historical Graphs

Total Assets Over Time

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

$776,281$388,141$0202220232024YearValue
$753,774Latest year 2024

Participants Over Time

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

320202220232024YearValue
2Latest 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
202412$753,774$39,329$19,665iApproximate average salary by contribution assumption: employee only about $491,613 at 4% or $327,742 at 6%; with 50% employer match about $327,742 at 4% or $218,494 at 6%; with 100% employer match about $245,806 at 4% or $163,871 at 6%.
LEONARD H. STRAUSS, D.M.D., P.C. 401(K) RETIREMENT PLAN-2$753,774$39,329$19,665iApproximate average salary by contribution assumption: employee only about $491,613 at 4% or $327,742 at 6%; with 50% employer match about $327,742 at 4% or $218,494 at 6%; with 100% employer match about $245,806 at 4% or $163,871 at 6%.
202313$776,281$89,245$29,748iApproximate average salary by contribution assumption: employee only about $743,708 at 4% or $495,806 at 6%; with 50% employer match about $495,806 at 4% or $330,537 at 6%; with 100% employer match about $371,854 at 4% or $247,903 at 6%.
LEONARD H. STRAUSS, D.M.D., P.C. 401(K) RETIREMENT PLAN-3$776,281$89,245$29,748iApproximate average salary by contribution assumption: employee only about $743,708 at 4% or $495,806 at 6%; with 50% employer match about $495,806 at 4% or $330,537 at 6%; with 100% employer match about $371,854 at 4% or $247,903 at 6%.
202213$574,482$586,923$195,641iApproximate average salary by contribution assumption: employee only about $4,891,025 at 4% or $3,260,683 at 6%; with 50% employer match about $3,260,683 at 4% or $2,173,789 at 6%; with 100% employer match about $2,445,513 at 4% or $1,630,342 at 6%.
LEONARD H. STRAUSS, D.M.D., P.C. 401(K) RETIREMENT PLAN-3$574,482$586,923$195,641iApproximate average salary by contribution assumption: employee only about $4,891,025 at 4% or $3,260,683 at 6%; with 50% employer match about $3,260,683 at 4% or $2,173,789 at 6%; with 100% employer match about $2,445,513 at 4% or $1,630,342 at 6%.
199910$0$0-
Paul J. Kalis, D.M.D. PC. Target Benefit Pension Plan & Trust-0---