Civic Intelligence

Stephen L. Kates, M.D. PC.

Plan context: Stephen L. Kates, M.D. PC. 401K Plan and Trust

EIN 16-1430272 • 14 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

8

2008 Assets

$696,484

2008 Contributions

$45,579

Historical Graphs

Total Assets Over Time

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

$1,054,195$527,098$0199920032008YearValue
$696,484Latest year 2008

Participants Over Time

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

840199920032007YearValue
8Latest year 2007

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
200810$696,484$45,579-
Stephen L. Kates, M.D. PC. 401K Plan and Trust-0$696,484$45,579-
200718$0$0-
Stephen L. Kates, M.D. PC. 401K Plan and Trust-8---
200618$1,054,195$98,740$12,343iApproximate average salary by contribution assumption: employee only about $308,563 at 4% or $205,708 at 6%; with 50% employer match about $205,708 at 4% or $137,139 at 6%; with 100% employer match about $154,281 at 4% or $102,854 at 6%.
Stephen L. Kates, M.D. PC. 401K Plan and Trust-8$1,054,195$98,740$12,343iApproximate average salary by contribution assumption: employee only about $308,563 at 4% or $205,708 at 6%; with 50% employer match about $205,708 at 4% or $137,139 at 6%; with 100% employer match about $154,281 at 4% or $102,854 at 6%.
200516$859,157$94,881$15,814iApproximate average salary by contribution assumption: employee only about $395,338 at 4% or $263,558 at 6%; with 50% employer match about $263,558 at 4% or $175,706 at 6%; with 100% employer match about $197,669 at 4% or $131,779 at 6%.
Stephen L. Kates, M.D. PC. 401K Plan and Trust-6$859,157$94,881$15,814iApproximate average salary by contribution assumption: employee only about $395,338 at 4% or $263,558 at 6%; with 50% employer match about $263,558 at 4% or $175,706 at 6%; with 100% employer match about $197,669 at 4% or $131,779 at 6%.
200416$718,398$93,850$15,642iApproximate average salary by contribution assumption: employee only about $391,042 at 4% or $260,694 at 6%; with 50% employer match about $260,694 at 4% or $173,796 at 6%; with 100% employer match about $195,521 at 4% or $130,347 at 6%.
Stephen L. Kates, M.D. PC. 401K Plan and Trust-6$718,398$93,850$15,642iApproximate average salary by contribution assumption: employee only about $391,042 at 4% or $260,694 at 6%; with 50% employer match about $260,694 at 4% or $173,796 at 6%; with 100% employer match about $195,521 at 4% or $130,347 at 6%.
200316$631,347$90,973$15,162iApproximate average salary by contribution assumption: employee only about $379,054 at 4% or $252,703 at 6%; with 50% employer match about $252,703 at 4% or $168,469 at 6%; with 100% employer match about $189,527 at 4% or $126,351 at 6%.
Stephen L. Kates, M.D. PC. 401K Plan and Trust-6$631,347$90,973$15,162iApproximate average salary by contribution assumption: employee only about $379,054 at 4% or $252,703 at 6%; with 50% employer match about $252,703 at 4% or $168,469 at 6%; with 100% employer match about $189,527 at 4% or $126,351 at 6%.
200224$479,198$85,235$21,309iApproximate average salary by contribution assumption: employee only about $532,719 at 4% or $355,146 at 6%; with 50% employer match about $355,146 at 4% or $236,764 at 6%; with 100% employer match about $266,359 at 4% or $177,573 at 6%.
Stephen L. Kates, M.D. PC. 401K Plan and Trust-4$479,198$85,235$21,309iApproximate average salary by contribution assumption: employee only about $532,719 at 4% or $355,146 at 6%; with 50% employer match about $355,146 at 4% or $236,764 at 6%; with 100% employer match about $266,359 at 4% or $177,573 at 6%.
Stephen L. Kates, M.D. PC. Pension Plan and Trust-0---
200123$489,834$69,981$23,327iApproximate average salary by contribution assumption: employee only about $583,175 at 4% or $388,783 at 6%; with 50% employer match about $388,783 at 4% or $259,189 at 6%; with 100% employer match about $291,588 at 4% or $194,392 at 6%.
Stephen L. Kates, M.D. PC. 401K Plan and Trust-3$363,015$41,162$13,721iApproximate average salary by contribution assumption: employee only about $343,017 at 4% or $228,678 at 6%; with 50% employer match about $228,678 at 4% or $152,452 at 6%; with 100% employer match about $171,508 at 4% or $114,339 at 6%.
Stephen L. Kates, M.D. PC. Pension Plan and Trust-3$126,819$28,819$9,606iApproximate average salary by contribution assumption: employee only about $240,158 at 4% or $160,106 at 6%; with 50% employer match about $160,106 at 4% or $106,737 at 6%; with 100% employer match about $120,079 at 4% or $80,053 at 6%.
200023$525,085$54,014$18,005iApproximate average salary by contribution assumption: employee only about $450,117 at 4% or $300,078 at 6%; with 50% employer match about $300,078 at 4% or $200,052 at 6%; with 100% employer match about $225,058 at 4% or $150,039 at 6%.
Stephen L. Kates, M.D. PC. 401K Plan and Trust-3$405,483$28,726$9,575iApproximate average salary by contribution assumption: employee only about $239,383 at 4% or $159,589 at 6%; with 50% employer match about $159,589 at 4% or $106,393 at 6%; with 100% employer match about $119,692 at 4% or $79,794 at 6%.
Stephen L. Kates, M.D. PC. Pension Plan and Trust-3$119,602$25,288$8,429iApproximate average salary by contribution assumption: employee only about $210,733 at 4% or $140,489 at 6%; with 50% employer match about $140,489 at 4% or $93,659 at 6%; with 100% employer match about $105,367 at 4% or $70,244 at 6%.
199924$666,488$59,974$14,994iApproximate average salary by contribution assumption: employee only about $374,838 at 4% or $249,892 at 6%; with 50% employer match about $249,892 at 4% or $166,594 at 6%; with 100% employer match about $187,419 at 4% or $124,946 at 6%.
Stephen L. Kates, M.D. PC. 401K Plan and Trust-4$536,737$33,614$8,404iApproximate average salary by contribution assumption: employee only about $210,088 at 4% or $140,058 at 6%; with 50% employer match about $140,058 at 4% or $93,372 at 6%; with 100% employer match about $105,044 at 4% or $70,029 at 6%.
Stephen L. Kates, M.D. PC. Pension Plan and Trust-4$129,751$26,360$6,590iApproximate average salary by contribution assumption: employee only about $164,750 at 4% or $109,833 at 6%; with 50% employer match about $109,833 at 4% or $73,222 at 6%; with 100% employer match about $82,375 at 4% or $54,917 at 6%.