Civic Intelligence

Terry M. Kelly, DMD, Pa

Plan context: Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan

EIN 14-1894211 • Tampa, FL • 9 filings • 2 plans

114 East Davis Blvd, Unit 7Tampa, FL 33606
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$689,960

2015 Contributions

$30,976

Historical Graphs

Total Assets Over Time

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

$689,960$344,980$0200520112014YearValue
$689,960Latest year 2014

Participants Over Time

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

210200520112014YearValue
2Latest year 2014

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
201510$0$30,976-
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-0$0$30,976-
201412$689,960$31,812$15,906iApproximate average salary by contribution assumption: employee only about $397,650 at 4% or $265,100 at 6%; with 50% employer match about $265,100 at 4% or $176,733 at 6%; with 100% employer match about $198,825 at 4% or $132,550 at 6%.
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-2$689,960$31,812$15,906iApproximate average salary by contribution assumption: employee only about $397,650 at 4% or $265,100 at 6%; with 50% employer match about $265,100 at 4% or $176,733 at 6%; with 100% employer match about $198,825 at 4% or $132,550 at 6%.
201312$634,880$0-
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-2$634,880--
201212$490,155$29,204$14,602iApproximate average salary by contribution assumption: employee only about $365,050 at 4% or $243,367 at 6%; with 50% employer match about $243,367 at 4% or $162,244 at 6%; with 100% employer match about $182,525 at 4% or $121,683 at 6%.
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-2$490,155$29,204$14,602iApproximate average salary by contribution assumption: employee only about $365,050 at 4% or $243,367 at 6%; with 50% employer match about $243,367 at 4% or $162,244 at 6%; with 100% employer match about $182,525 at 4% or $121,683 at 6%.
201112$444,909$0-
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-2$444,909--
201012$430,347$6,185$3,093iApproximate average salary by contribution assumption: employee only about $77,313 at 4% or $51,542 at 6%; with 50% employer match about $51,542 at 4% or $34,361 at 6%; with 100% employer match about $38,656 at 4% or $25,771 at 6%.
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-2$430,347$6,185$3,093iApproximate average salary by contribution assumption: employee only about $77,313 at 4% or $51,542 at 6%; with 50% employer match about $51,542 at 4% or $34,361 at 6%; with 100% employer match about $38,656 at 4% or $25,771 at 6%.
200912$329,537$58,947$29,474iApproximate average salary by contribution assumption: employee only about $736,838 at 4% or $491,225 at 6%; with 50% employer match about $491,225 at 4% or $327,483 at 6%; with 100% employer match about $368,419 at 4% or $245,613 at 6%.
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-2$329,537$58,947$29,474iApproximate average salary by contribution assumption: employee only about $736,838 at 4% or $491,225 at 6%; with 50% employer match about $491,225 at 4% or $327,483 at 6%; with 100% employer match about $368,419 at 4% or $245,613 at 6%.
200612$98,513$51,218$25,609iApproximate average salary by contribution assumption: employee only about $640,225 at 4% or $426,817 at 6%; with 50% employer match about $426,817 at 4% or $284,544 at 6%; with 100% employer match about $320,113 at 4% or $213,408 at 6%.
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-2$98,513$51,218$25,609iApproximate average salary by contribution assumption: employee only about $640,225 at 4% or $426,817 at 6%; with 50% employer match about $426,817 at 4% or $284,544 at 6%; with 100% employer match about $320,113 at 4% or $213,408 at 6%.
200512$45,950$45,950$22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%.
Terry M. Kelly, DMD, Pa 401(K) Profit Sharing Plan-2$45,950$45,950$22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%.