William Kalman
Plan context: Kalman Tax Services
EIN 11-3831103 • Lake Worth, FL • 6 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$1,404,787
2016 Contributions
$65,755
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 2 | $1,404,787 | $0 | - |
| Kalman Tax Services | - | 2 | $1,404,787 | - | - |
| 2015 | 1 | 2 | $1,430,885 | $0 | - |
| Kalman Tax Services | - | 2 | $1,430,885 | - | - |
| 2014 | 1 | 2 | $1,516,848 | $0 | - |
| Kalman Tax Services | - | 2 | $1,516,848 | - | - |
| 2013 | 1 | 2 | $1,504,572 | $65,755 | $32,878iApproximate average salary by contribution assumption: employee only about $821,938 at 4% or $547,958 at 6%; with 50% employer match about $547,958 at 4% or $365,306 at 6%; with 100% employer match about $410,969 at 4% or $273,979 at 6%. |
| Kalman Tax Services | - | 2 | $1,504,572 | $65,755 | $32,878iApproximate average salary by contribution assumption: employee only about $821,938 at 4% or $547,958 at 6%; with 50% employer match about $547,958 at 4% or $365,306 at 6%; with 100% employer match about $410,969 at 4% or $273,979 at 6%. |
| 2012 | 1 | 2 | $1,438,817 | $0 | - |
| Kalman Tax Services | - | 2 | $1,438,817 | $0 | - |
| 2011 | 1 | 2 | $1,397,010 | $0 | - |
| Kalman Tax Services | - | 2 | $1,397,010 | $0 | - |