Civic Intelligence

DALE ANN KAISER, ESQ.

Plan context: Kaiser, Dale Ann 401(K) Plan

EIN 10-0000679 • Wellesley Hills, MA • 19 filings • 3 plans

65 William St., Ste 350Wellesley Hills, MA 02481
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$33,080

2022 Contributions

$14,996

Historical Graphs

Total Assets Over Time

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

$577,585$288,793$0200420132021YearValue
$33,080Latest year 2021

Participants Over Time

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

420200420132021YearValue
1Latest year 2021

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
202210$0$0-
Kaiser, Dale Ann 401(K) Plan-0$0$0-
202111$33,080$14,996$14,996iApproximate average salary by contribution assumption: employee only about $374,900 at 4% or $249,933 at 6%; with 50% employer match about $249,933 at 4% or $166,622 at 6%; with 100% employer match about $187,450 at 4% or $124,967 at 6%.
Kaiser, Dale Ann 401(K) Plan-1$33,080$14,996$14,996iApproximate average salary by contribution assumption: employee only about $374,900 at 4% or $249,933 at 6%; with 50% employer match about $249,933 at 4% or $166,622 at 6%; with 100% employer match about $187,450 at 4% or $124,967 at 6%.
202014$376,105$37,789$9,447iApproximate average salary by contribution assumption: employee only about $236,181 at 4% or $157,454 at 6%; with 50% employer match about $157,454 at 4% or $104,969 at 6%; with 100% employer match about $118,091 at 4% or $78,727 at 6%.
Kaiser, Dale Ann 401(K) Plan-4$376,105$37,789$9,447iApproximate average salary by contribution assumption: employee only about $236,181 at 4% or $157,454 at 6%; with 50% employer match about $157,454 at 4% or $104,969 at 6%; with 100% employer match about $118,091 at 4% or $78,727 at 6%.
201914$539,861$50,882$12,721iApproximate average salary by contribution assumption: employee only about $318,013 at 4% or $212,008 at 6%; with 50% employer match about $212,008 at 4% or $141,339 at 6%; with 100% employer match about $159,006 at 4% or $106,004 at 6%.
Kaiser, Dale Ann 401(K) Plan-4$539,861$50,882$12,721iApproximate average salary by contribution assumption: employee only about $318,013 at 4% or $212,008 at 6%; with 50% employer match about $212,008 at 4% or $141,339 at 6%; with 100% employer match about $159,006 at 4% or $106,004 at 6%.
201814$414,431$30,800$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
Kaiser, Dale Ann 401(K) Plan-4$414,431$30,800$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
201714$410,205$61,669$15,417iApproximate average salary by contribution assumption: employee only about $385,431 at 4% or $256,954 at 6%; with 50% employer match about $256,954 at 4% or $171,303 at 6%; with 100% employer match about $192,716 at 4% or $128,477 at 6%.
Kaiser, Dale Ann 401(K) Plan-4$410,205$61,669$15,417iApproximate average salary by contribution assumption: employee only about $385,431 at 4% or $256,954 at 6%; with 50% employer match about $256,954 at 4% or $171,303 at 6%; with 100% employer match about $192,716 at 4% or $128,477 at 6%.
201613$294,081$37,497$12,499iApproximate average salary by contribution assumption: employee only about $312,475 at 4% or $208,317 at 6%; with 50% employer match about $208,317 at 4% or $138,878 at 6%; with 100% employer match about $156,238 at 4% or $104,158 at 6%.
Kaiser, Dale Ann 401(K) Plan-3$294,081$37,497$12,499iApproximate average salary by contribution assumption: employee only about $312,475 at 4% or $208,317 at 6%; with 50% employer match about $208,317 at 4% or $138,878 at 6%; with 100% employer match about $156,238 at 4% or $104,158 at 6%.
201513$229,889$34,885$11,628iApproximate average salary by contribution assumption: employee only about $290,708 at 4% or $193,806 at 6%; with 50% employer match about $193,806 at 4% or $129,204 at 6%; with 100% employer match about $145,354 at 4% or $96,903 at 6%.
Kaiser, Dale Ann 401(K) Plan-3$229,889$34,885$11,628iApproximate average salary by contribution assumption: employee only about $290,708 at 4% or $193,806 at 6%; with 50% employer match about $193,806 at 4% or $129,204 at 6%; with 100% employer match about $145,354 at 4% or $96,903 at 6%.
201413$204,790$88,537$29,512iApproximate average salary by contribution assumption: employee only about $737,808 at 4% or $491,872 at 6%; with 50% employer match about $491,872 at 4% or $327,915 at 6%; with 100% employer match about $368,904 at 4% or $245,936 at 6%.
Kaiser, Dale Ann 401(K) Plan-3$204,790$88,537$29,512iApproximate average salary by contribution assumption: employee only about $737,808 at 4% or $491,872 at 6%; with 50% employer match about $491,872 at 4% or $327,915 at 6%; with 100% employer match about $368,904 at 4% or $245,936 at 6%.
201313$111,717$44,548$14,849iApproximate average salary by contribution assumption: employee only about $371,233 at 4% or $247,489 at 6%; with 50% employer match about $247,489 at 4% or $164,993 at 6%; with 100% employer match about $185,617 at 4% or $123,744 at 6%.
Kaiser, Dale Ann 401(K) Plan-3$111,717$44,548$14,849iApproximate average salary by contribution assumption: employee only about $371,233 at 4% or $247,489 at 6%; with 50% employer match about $247,489 at 4% or $164,993 at 6%; with 100% employer match about $185,617 at 4% or $123,744 at 6%.
201212$577,585$56,048$28,024iApproximate average salary by contribution assumption: employee only about $700,600 at 4% or $467,067 at 6%; with 50% employer match about $467,067 at 4% or $311,378 at 6%; with 100% employer match about $350,300 at 4% or $233,533 at 6%.
Kaiser, Dale Ann 401(K) Plan-2$577,585$56,048$28,024iApproximate average salary by contribution assumption: employee only about $700,600 at 4% or $467,067 at 6%; with 50% employer match about $467,067 at 4% or $311,378 at 6%; with 100% employer match about $350,300 at 4% or $233,533 at 6%.
201112$521,134$62,410$31,205iApproximate average salary by contribution assumption: employee only about $780,125 at 4% or $520,083 at 6%; with 50% employer match about $520,083 at 4% or $346,722 at 6%; with 100% employer match about $390,063 at 4% or $260,042 at 6%.
Kaiser, Dale Ann 401(K) Plan-2$521,134$62,410$31,205iApproximate average salary by contribution assumption: employee only about $780,125 at 4% or $520,083 at 6%; with 50% employer match about $520,083 at 4% or $346,722 at 6%; with 100% employer match about $390,063 at 4% or $260,042 at 6%.
201012$460,723$73,195$36,598iApproximate average salary by contribution assumption: employee only about $914,938 at 4% or $609,958 at 6%; with 50% employer match about $609,958 at 4% or $406,639 at 6%; with 100% employer match about $457,469 at 4% or $304,979 at 6%.
Kaiser, Dale Ann 401(K) Plan-2$460,723$73,195$36,598iApproximate average salary by contribution assumption: employee only about $914,938 at 4% or $609,958 at 6%; with 50% employer match about $609,958 at 4% or $406,639 at 6%; with 100% employer match about $457,469 at 4% or $304,979 at 6%.
200912$323,284$74,092$37,046iApproximate average salary by contribution assumption: employee only about $926,150 at 4% or $617,433 at 6%; with 50% employer match about $617,433 at 4% or $411,622 at 6%; with 100% employer match about $463,075 at 4% or $308,717 at 6%.
Kaiser, Dale Ann 401(K) Plan-2$323,284$74,092$37,046iApproximate average salary by contribution assumption: employee only about $926,150 at 4% or $617,433 at 6%; with 50% employer match about $617,433 at 4% or $411,622 at 6%; with 100% employer match about $463,075 at 4% or $308,717 at 6%.
200812$282,406$67,877$33,939iApproximate average salary by contribution assumption: employee only about $848,463 at 4% or $565,642 at 6%; with 50% employer match about $565,642 at 4% or $377,094 at 6%; with 100% employer match about $424,231 at 4% or $282,821 at 6%.
Kaiser, Dale Ann 401(K) Plan-2$282,406$67,877$33,939iApproximate average salary by contribution assumption: employee only about $848,463 at 4% or $565,642 at 6%; with 50% employer match about $565,642 at 4% or $377,094 at 6%; with 100% employer match about $424,231 at 4% or $282,821 at 6%.
200711$221,939$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Kaiser, Dale Ann 401(K) Plan-1$221,939$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200611$156,857$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Kaiser, Dale Ann 401(K) Plan-1$156,857$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200511$91,916$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Kaiser, Dale Ann 401(K) Plan-1$91,916$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200411$41,080$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Kaiser, Dale Ann 401(K) Plan-1$41,080$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
DALE ANN KAISER, ESQ. | EIN 10-0000679 | 2022 Form 5500 Company Profile