Civic Intelligence

Kellie a. Sanzone, D.D.S.

Plan context: Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan

EIN 16-1407201 • Watertown, NY • 20 filings • 7 plans

1114 Washington StreetWatertown, NY 13601-0000
Current Snapshot

Latest Year

2014

2014 Participants

9

2014 Assets

$2,387,096

2014 Contributions

$114,013

Historical Graphs

Total Assets Over Time

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

$2,387,096$1,193,548$0199920072014YearValue
$2,387,096Latest year 2014

Participants Over Time

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

1160199920072014YearValue
9Latest 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
201419$2,387,096$114,013$12,668iApproximate average salary by contribution assumption: employee only about $316,703 at 4% or $211,135 at 6%; with 50% employer match about $211,135 at 4% or $140,757 at 6%; with 100% employer match about $158,351 at 4% or $105,568 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-9$2,387,096$114,013$12,668iApproximate average salary by contribution assumption: employee only about $316,703 at 4% or $211,135 at 6%; with 50% employer match about $211,135 at 4% or $140,757 at 6%; with 100% employer match about $158,351 at 4% or $105,568 at 6%.
201319$2,201,403$115,000$12,778iApproximate average salary by contribution assumption: employee only about $319,444 at 4% or $212,963 at 6%; with 50% employer match about $212,963 at 4% or $141,975 at 6%; with 100% employer match about $159,722 at 4% or $106,481 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-9$2,201,403$115,000$12,778iApproximate average salary by contribution assumption: employee only about $319,444 at 4% or $212,963 at 6%; with 50% employer match about $212,963 at 4% or $141,975 at 6%; with 100% employer match about $159,722 at 4% or $106,481 at 6%.
2012111$1,868,593$111,014$10,092iApproximate average salary by contribution assumption: employee only about $252,305 at 4% or $168,203 at 6%; with 50% employer match about $168,203 at 4% or $112,135 at 6%; with 100% employer match about $126,152 at 4% or $84,102 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-11$1,868,593$111,014$10,092iApproximate average salary by contribution assumption: employee only about $252,305 at 4% or $168,203 at 6%; with 50% employer match about $168,203 at 4% or $112,135 at 6%; with 100% employer match about $126,152 at 4% or $84,102 at 6%.
2011111$1,601,251$105,041$9,549iApproximate average salary by contribution assumption: employee only about $238,730 at 4% or $159,153 at 6%; with 50% employer match about $159,153 at 4% or $106,102 at 6%; with 100% employer match about $119,365 at 4% or $79,577 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-11$1,601,251$105,041$9,549iApproximate average salary by contribution assumption: employee only about $238,730 at 4% or $159,153 at 6%; with 50% employer match about $159,153 at 4% or $106,102 at 6%; with 100% employer match about $119,365 at 4% or $79,577 at 6%.
2010111$1,587,275$104,861$9,533iApproximate average salary by contribution assumption: employee only about $238,320 at 4% or $158,880 at 6%; with 50% employer match about $158,880 at 4% or $105,920 at 6%; with 100% employer match about $119,160 at 4% or $79,440 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-11$1,587,275$104,861$9,533iApproximate average salary by contribution assumption: employee only about $238,320 at 4% or $158,880 at 6%; with 50% employer match about $158,880 at 4% or $105,920 at 6%; with 100% employer match about $119,160 at 4% or $79,440 at 6%.
2009110$1,350,228$101,030$10,103iApproximate average salary by contribution assumption: employee only about $252,575 at 4% or $168,383 at 6%; with 50% employer match about $168,383 at 4% or $112,256 at 6%; with 100% employer match about $126,288 at 4% or $84,192 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-10$1,350,228$101,030$10,103iApproximate average salary by contribution assumption: employee only about $252,575 at 4% or $168,383 at 6%; with 50% employer match about $168,383 at 4% or $112,256 at 6%; with 100% employer match about $126,288 at 4% or $84,192 at 6%.
200818$1,058,606$150,238$18,780iApproximate average salary by contribution assumption: employee only about $469,494 at 4% or $312,996 at 6%; with 50% employer match about $312,996 at 4% or $208,664 at 6%; with 100% employer match about $234,747 at 4% or $156,498 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-8$1,058,606$150,238$18,780iApproximate average salary by contribution assumption: employee only about $469,494 at 4% or $312,996 at 6%; with 50% employer match about $312,996 at 4% or $208,664 at 6%; with 100% employer match about $234,747 at 4% or $156,498 at 6%.
200718$1,216,779$91,306$11,413iApproximate average salary by contribution assumption: employee only about $285,331 at 4% or $190,221 at 6%; with 50% employer match about $190,221 at 4% or $126,814 at 6%; with 100% employer match about $142,666 at 4% or $95,110 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-8$1,216,779$91,306$11,413iApproximate average salary by contribution assumption: employee only about $285,331 at 4% or $190,221 at 6%; with 50% employer match about $190,221 at 4% or $126,814 at 6%; with 100% employer match about $142,666 at 4% or $95,110 at 6%.
200618$1,085,614$91,151$11,394iApproximate average salary by contribution assumption: employee only about $284,847 at 4% or $189,898 at 6%; with 50% employer match about $189,898 at 4% or $126,599 at 6%; with 100% employer match about $142,423 at 4% or $94,949 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-8$1,085,614$91,151$11,394iApproximate average salary by contribution assumption: employee only about $284,847 at 4% or $189,898 at 6%; with 50% employer match about $189,898 at 4% or $126,599 at 6%; with 100% employer match about $142,423 at 4% or $94,949 at 6%.
200518$907,090$163,113$20,389iApproximate average salary by contribution assumption: employee only about $509,728 at 4% or $339,819 at 6%; with 50% employer match about $339,819 at 4% or $226,546 at 6%; with 100% employer match about $254,864 at 4% or $169,909 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-8$907,090$163,113$20,389iApproximate average salary by contribution assumption: employee only about $509,728 at 4% or $339,819 at 6%; with 50% employer match about $339,819 at 4% or $226,546 at 6%; with 100% employer match about $254,864 at 4% or $169,909 at 6%.
200418$696,814$73,808$9,226iApproximate average salary by contribution assumption: employee only about $230,650 at 4% or $153,767 at 6%; with 50% employer match about $153,767 at 4% or $102,511 at 6%; with 100% employer match about $115,325 at 4% or $76,883 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-8$696,814$73,808$9,226iApproximate average salary by contribution assumption: employee only about $230,650 at 4% or $153,767 at 6%; with 50% employer match about $153,767 at 4% or $102,511 at 6%; with 100% employer match about $115,325 at 4% or $76,883 at 6%.
200319$598,903$59,336$6,593iApproximate average salary by contribution assumption: employee only about $164,822 at 4% or $109,881 at 6%; with 50% employer match about $109,881 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-9$598,903$59,336$6,593iApproximate average salary by contribution assumption: employee only about $164,822 at 4% or $109,881 at 6%; with 50% employer match about $109,881 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%.
200229$415,426$311,383$34,598iApproximate average salary by contribution assumption: employee only about $864,953 at 4% or $576,635 at 6%; with 50% employer match about $576,635 at 4% or $384,423 at 6%; with 100% employer match about $432,476 at 4% or $288,318 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-9$415,426$311,383$34,598iApproximate average salary by contribution assumption: employee only about $864,953 at 4% or $576,635 at 6%; with 50% employer match about $576,635 at 4% or $384,423 at 6%; with 100% employer match about $432,476 at 4% or $288,318 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Money Purchase Pension Plan-0---
200129$446,885$59,753$6,639iApproximate average salary by contribution assumption: employee only about $165,981 at 4% or $110,654 at 6%; with 50% employer match about $110,654 at 4% or $73,769 at 6%; with 100% employer match about $82,990 at 4% or $55,327 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Money Purchase Pension Plan-9$255,043$35,773$3,975iApproximate average salary by contribution assumption: employee only about $99,369 at 4% or $66,246 at 6%; with 50% employer match about $66,246 at 4% or $44,164 at 6%; with 100% employer match about $49,685 at 4% or $33,123 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-9$191,842$23,980$2,664iApproximate average salary by contribution assumption: employee only about $66,611 at 4% or $44,407 at 6%; with 50% employer match about $44,407 at 4% or $29,605 at 6%; with 100% employer match about $33,306 at 4% or $22,204 at 6%.
200028$446,439$56,541$7,068iApproximate average salary by contribution assumption: employee only about $176,691 at 4% or $117,794 at 6%; with 50% employer match about $117,794 at 4% or $78,529 at 6%; with 100% employer match about $88,345 at 4% or $58,897 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Money Purchase Pension Plan-8$252,853$36,250$4,531iApproximate average salary by contribution assumption: employee only about $113,281 at 4% or $75,521 at 6%; with 50% employer match about $75,521 at 4% or $50,347 at 6%; with 100% employer match about $56,641 at 4% or $37,760 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-8$193,586$20,291$2,536iApproximate average salary by contribution assumption: employee only about $63,409 at 4% or $42,273 at 6%; with 50% employer match about $42,273 at 4% or $28,182 at 6%; with 100% employer match about $31,705 at 4% or $21,136 at 6%.
199925$417,309$44,604$8,921iApproximate average salary by contribution assumption: employee only about $223,020 at 4% or $148,680 at 6%; with 50% employer match about $148,680 at 4% or $99,120 at 6%; with 100% employer match about $111,510 at 4% or $74,340 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Money Purchase Pension Plan-5$231,831$27,264$5,453iApproximate average salary by contribution assumption: employee only about $136,320 at 4% or $90,880 at 6%; with 50% employer match about $90,880 at 4% or $60,587 at 6%; with 100% employer match about $68,160 at 4% or $45,440 at 6%.
Kellie a. Sanzone, D.D.S. Self-Employed Profit Sharing Plan-5$185,478$17,340$3,468iApproximate average salary by contribution assumption: employee only about $86,700 at 4% or $57,800 at 6%; with 50% employer match about $57,800 at 4% or $38,533 at 6%; with 100% employer match about $43,350 at 4% or $28,900 at 6%.