Civic Intelligence

David P. Kay, O.D.

Plan context: David P. Kay, O.D. 401(K) Profit Sharing Plan

EIN 04-2723810 • Great Barrington, MA • 16 filings • 2 plans

789 Main StreetGreat Barrington, MA 01230-2216
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$265,582

2021 Contributions

$12,918

Historical Graphs

Total Assets Over Time

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

$1,426,218$713,109$0200620132020YearValue
$265,582Latest year 2020

Participants Over Time

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

530200620132020YearValue
3Latest year 2020

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
202110$0$0-
David P. Kay, O.D. 401(K) Profit Sharing Plan-0$0--
202013$265,582$12,918$4,306iApproximate average salary by contribution assumption: employee only about $107,650 at 4% or $71,767 at 6%; with 50% employer match about $71,767 at 4% or $47,844 at 6%; with 100% employer match about $53,825 at 4% or $35,883 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-3$265,582$12,918$4,306iApproximate average salary by contribution assumption: employee only about $107,650 at 4% or $71,767 at 6%; with 50% employer match about $71,767 at 4% or $47,844 at 6%; with 100% employer match about $53,825 at 4% or $35,883 at 6%.
201915$1,426,218$17,168$3,434iApproximate average salary by contribution assumption: employee only about $85,840 at 4% or $57,227 at 6%; with 50% employer match about $57,227 at 4% or $38,151 at 6%; with 100% employer match about $42,920 at 4% or $28,613 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$1,426,218$17,168$3,434iApproximate average salary by contribution assumption: employee only about $85,840 at 4% or $57,227 at 6%; with 50% employer match about $57,227 at 4% or $38,151 at 6%; with 100% employer match about $42,920 at 4% or $28,613 at 6%.
201815$1,199,843$15,094$3,019iApproximate average salary by contribution assumption: employee only about $75,470 at 4% or $50,313 at 6%; with 50% employer match about $50,313 at 4% or $33,542 at 6%; with 100% employer match about $37,735 at 4% or $25,157 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$1,199,843$15,094$3,019iApproximate average salary by contribution assumption: employee only about $75,470 at 4% or $50,313 at 6%; with 50% employer match about $50,313 at 4% or $33,542 at 6%; with 100% employer match about $37,735 at 4% or $25,157 at 6%.
201715$1,238,647$57,765$11,553iApproximate average salary by contribution assumption: employee only about $288,825 at 4% or $192,550 at 6%; with 50% employer match about $192,550 at 4% or $128,367 at 6%; with 100% employer match about $144,413 at 4% or $96,275 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$1,238,647$57,765$11,553iApproximate average salary by contribution assumption: employee only about $288,825 at 4% or $192,550 at 6%; with 50% employer match about $192,550 at 4% or $128,367 at 6%; with 100% employer match about $144,413 at 4% or $96,275 at 6%.
201615$1,038,745$58,348$11,670iApproximate average salary by contribution assumption: employee only about $291,740 at 4% or $194,493 at 6%; with 50% employer match about $194,493 at 4% or $129,662 at 6%; with 100% employer match about $145,870 at 4% or $97,247 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$1,038,745$58,348$11,670iApproximate average salary by contribution assumption: employee only about $291,740 at 4% or $194,493 at 6%; with 50% employer match about $194,493 at 4% or $129,662 at 6%; with 100% employer match about $145,870 at 4% or $97,247 at 6%.
201515$927,790$57,887$11,577iApproximate average salary by contribution assumption: employee only about $289,435 at 4% or $192,957 at 6%; with 50% employer match about $192,957 at 4% or $128,638 at 6%; with 100% employer match about $144,718 at 4% or $96,478 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$927,790$57,887$11,577iApproximate average salary by contribution assumption: employee only about $289,435 at 4% or $192,957 at 6%; with 50% employer match about $192,957 at 4% or $128,638 at 6%; with 100% employer match about $144,718 at 4% or $96,478 at 6%.
201415$871,744$56,232$11,246iApproximate average salary by contribution assumption: employee only about $281,160 at 4% or $187,440 at 6%; with 50% employer match about $187,440 at 4% or $124,960 at 6%; with 100% employer match about $140,580 at 4% or $93,720 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$871,744$56,232$11,246iApproximate average salary by contribution assumption: employee only about $281,160 at 4% or $187,440 at 6%; with 50% employer match about $187,440 at 4% or $124,960 at 6%; with 100% employer match about $140,580 at 4% or $93,720 at 6%.
201315$751,888$64,726$12,945iApproximate average salary by contribution assumption: employee only about $323,630 at 4% or $215,753 at 6%; with 50% employer match about $215,753 at 4% or $143,836 at 6%; with 100% employer match about $161,815 at 4% or $107,877 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$751,888$64,726$12,945iApproximate average salary by contribution assumption: employee only about $323,630 at 4% or $215,753 at 6%; with 50% employer match about $215,753 at 4% or $143,836 at 6%; with 100% employer match about $161,815 at 4% or $107,877 at 6%.
201215$538,770$62,971$12,594iApproximate average salary by contribution assumption: employee only about $314,855 at 4% or $209,903 at 6%; with 50% employer match about $209,903 at 4% or $139,936 at 6%; with 100% employer match about $157,428 at 4% or $104,952 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$538,770$62,971$12,594iApproximate average salary by contribution assumption: employee only about $314,855 at 4% or $209,903 at 6%; with 50% employer match about $209,903 at 4% or $139,936 at 6%; with 100% employer match about $157,428 at 4% or $104,952 at 6%.
201115$422,066$92,034$18,407iApproximate average salary by contribution assumption: employee only about $460,170 at 4% or $306,780 at 6%; with 50% employer match about $306,780 at 4% or $204,520 at 6%; with 100% employer match about $230,085 at 4% or $153,390 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$422,066$92,034$18,407iApproximate average salary by contribution assumption: employee only about $460,170 at 4% or $306,780 at 6%; with 50% employer match about $306,780 at 4% or $204,520 at 6%; with 100% employer match about $230,085 at 4% or $153,390 at 6%.
201015$321,883$63,576$12,715iApproximate average salary by contribution assumption: employee only about $317,880 at 4% or $211,920 at 6%; with 50% employer match about $211,920 at 4% or $141,280 at 6%; with 100% employer match about $158,940 at 4% or $105,960 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$321,883$63,576$12,715iApproximate average salary by contribution assumption: employee only about $317,880 at 4% or $211,920 at 6%; with 50% employer match about $211,920 at 4% or $141,280 at 6%; with 100% employer match about $158,940 at 4% or $105,960 at 6%.
200915$224,730$62,854$12,571iApproximate average salary by contribution assumption: employee only about $314,270 at 4% or $209,513 at 6%; with 50% employer match about $209,513 at 4% or $139,676 at 6%; with 100% employer match about $157,135 at 4% or $104,757 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$224,730$62,854$12,571iApproximate average salary by contribution assumption: employee only about $314,270 at 4% or $209,513 at 6%; with 50% employer match about $209,513 at 4% or $139,676 at 6%; with 100% employer match about $157,135 at 4% or $104,757 at 6%.
200815$117,852$53,909$10,782iApproximate average salary by contribution assumption: employee only about $269,545 at 4% or $179,697 at 6%; with 50% employer match about $179,697 at 4% or $119,798 at 6%; with 100% employer match about $134,773 at 4% or $89,848 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-5$117,852$53,909$10,782iApproximate average salary by contribution assumption: employee only about $269,545 at 4% or $179,697 at 6%; with 50% employer match about $179,697 at 4% or $119,798 at 6%; with 100% employer match about $134,773 at 4% or $89,848 at 6%.
200713$93,543$47,846$15,949iApproximate average salary by contribution assumption: employee only about $398,717 at 4% or $265,811 at 6%; with 50% employer match about $265,811 at 4% or $177,207 at 6%; with 100% employer match about $199,358 at 4% or $132,906 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-3$93,543$47,846$15,949iApproximate average salary by contribution assumption: employee only about $398,717 at 4% or $265,811 at 6%; with 50% employer match about $265,811 at 4% or $177,207 at 6%; with 100% employer match about $199,358 at 4% or $132,906 at 6%.
200613$48,515$48,515$16,172iApproximate average salary by contribution assumption: employee only about $404,292 at 4% or $269,528 at 6%; with 50% employer match about $269,528 at 4% or $179,685 at 6%; with 100% employer match about $202,146 at 4% or $134,764 at 6%.
David P. Kay, O.D. 401(K) Profit Sharing Plan-3$48,515$48,515$16,172iApproximate average salary by contribution assumption: employee only about $404,292 at 4% or $269,528 at 6%; with 50% employer match about $269,528 at 4% or $179,685 at 6%; with 100% employer match about $202,146 at 4% or $134,764 at 6%.