Civic Intelligence

Karyn M Halpern DMD PC

Plan context: Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust

EIN 20-0096210 • Port Jefferson Station, NY • 13 filings • 1 plans

12 Roosevelt AvePort Jefferson Station, NY 11776
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,693,319

2024 Contributions

$59,624

Historical Graphs

Total Assets Over Time

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

$1,693,319$846,660$0201220182024YearValue
$1,693,319Latest year 2024

Participants Over Time

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

630201220182024YearValue
5Latest year 2024

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
202415$1,693,319$59,624$11,925iApproximate average salary by contribution assumption: employee only about $298,120 at 4% or $198,747 at 6%; with 50% employer match about $198,747 at 4% or $132,498 at 6%; with 100% employer match about $149,060 at 4% or $99,373 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-5$1,693,319$59,624$11,925iApproximate average salary by contribution assumption: employee only about $298,120 at 4% or $198,747 at 6%; with 50% employer match about $198,747 at 4% or $132,498 at 6%; with 100% employer match about $149,060 at 4% or $99,373 at 6%.
202315$1,444,643$62,711$12,542iApproximate average salary by contribution assumption: employee only about $313,555 at 4% or $209,037 at 6%; with 50% employer match about $209,037 at 4% or $139,358 at 6%; with 100% employer match about $156,778 at 4% or $104,518 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-5$1,444,643$62,711$12,542iApproximate average salary by contribution assumption: employee only about $313,555 at 4% or $209,037 at 6%; with 50% employer match about $209,037 at 4% or $139,358 at 6%; with 100% employer match about $156,778 at 4% or $104,518 at 6%.
202216$1,222,523$61,240$10,207iApproximate average salary by contribution assumption: employee only about $255,167 at 4% or $170,111 at 6%; with 50% employer match about $170,111 at 4% or $113,407 at 6%; with 100% employer match about $127,583 at 4% or $85,056 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-6$1,222,523$61,240$10,207iApproximate average salary by contribution assumption: employee only about $255,167 at 4% or $170,111 at 6%; with 50% employer match about $170,111 at 4% or $113,407 at 6%; with 100% employer match about $127,583 at 4% or $85,056 at 6%.
202116$1,413,726$616,105$102,684iApproximate average salary by contribution assumption: employee only about $2,567,104 at 4% or $1,711,403 at 6%; with 50% employer match about $1,711,403 at 4% or $1,140,935 at 6%; with 100% employer match about $1,283,552 at 4% or $855,701 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-6$1,413,726$616,105$102,684iApproximate average salary by contribution assumption: employee only about $2,567,104 at 4% or $1,711,403 at 6%; with 50% employer match about $1,711,403 at 4% or $1,140,935 at 6%; with 100% employer match about $1,283,552 at 4% or $855,701 at 6%.
202015$682,049$38,052$7,610iApproximate average salary by contribution assumption: employee only about $190,260 at 4% or $126,840 at 6%; with 50% employer match about $126,840 at 4% or $84,560 at 6%; with 100% employer match about $95,130 at 4% or $63,420 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-5$682,049$38,052$7,610iApproximate average salary by contribution assumption: employee only about $190,260 at 4% or $126,840 at 6%; with 50% employer match about $126,840 at 4% or $84,560 at 6%; with 100% employer match about $95,130 at 4% or $63,420 at 6%.
201915$555,392$41,359$8,272iApproximate average salary by contribution assumption: employee only about $206,795 at 4% or $137,863 at 6%; with 50% employer match about $137,863 at 4% or $91,909 at 6%; with 100% employer match about $103,397 at 4% or $68,932 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-5$555,392$41,359$8,272iApproximate average salary by contribution assumption: employee only about $206,795 at 4% or $137,863 at 6%; with 50% employer match about $137,863 at 4% or $91,909 at 6%; with 100% employer match about $103,397 at 4% or $68,932 at 6%.
201815$412,011$40,901$8,180iApproximate average salary by contribution assumption: employee only about $204,505 at 4% or $136,337 at 6%; with 50% employer match about $136,337 at 4% or $90,891 at 6%; with 100% employer match about $102,253 at 4% or $68,168 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-5$412,011$40,901$8,180iApproximate average salary by contribution assumption: employee only about $204,505 at 4% or $136,337 at 6%; with 50% employer match about $136,337 at 4% or $90,891 at 6%; with 100% employer match about $102,253 at 4% or $68,168 at 6%.
201714$420,240$40,453$10,113iApproximate average salary by contribution assumption: employee only about $252,831 at 4% or $168,554 at 6%; with 50% employer match about $168,554 at 4% or $112,369 at 6%; with 100% employer match about $126,416 at 4% or $84,277 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-4$420,240$40,453$10,113iApproximate average salary by contribution assumption: employee only about $252,831 at 4% or $168,554 at 6%; with 50% employer match about $168,554 at 4% or $112,369 at 6%; with 100% employer match about $126,416 at 4% or $84,277 at 6%.
201613$319,307$37,060$12,353iApproximate average salary by contribution assumption: employee only about $308,833 at 4% or $205,889 at 6%; with 50% employer match about $205,889 at 4% or $137,259 at 6%; with 100% employer match about $154,417 at 4% or $102,944 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-3$319,307$37,060$12,353iApproximate average salary by contribution assumption: employee only about $308,833 at 4% or $205,889 at 6%; with 50% employer match about $205,889 at 4% or $137,259 at 6%; with 100% employer match about $154,417 at 4% or $102,944 at 6%.
201512$262,480$29,813$14,907iApproximate average salary by contribution assumption: employee only about $372,663 at 4% or $248,442 at 6%; with 50% employer match about $248,442 at 4% or $165,628 at 6%; with 100% employer match about $186,331 at 4% or $124,221 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-2$262,480$29,813$14,907iApproximate average salary by contribution assumption: employee only about $372,663 at 4% or $248,442 at 6%; with 50% employer match about $248,442 at 4% or $165,628 at 6%; with 100% employer match about $186,331 at 4% or $124,221 at 6%.
201413$240,830$29,612$9,871iApproximate average salary by contribution assumption: employee only about $246,767 at 4% or $164,511 at 6%; with 50% employer match about $164,511 at 4% or $109,674 at 6%; with 100% employer match about $123,383 at 4% or $82,256 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-3$240,830$29,612$9,871iApproximate average salary by contribution assumption: employee only about $246,767 at 4% or $164,511 at 6%; with 50% employer match about $164,511 at 4% or $109,674 at 6%; with 100% employer match about $123,383 at 4% or $82,256 at 6%.
201311$199,303$30,841$30,841iApproximate average salary by contribution assumption: employee only about $771,025 at 4% or $514,017 at 6%; with 50% employer match about $514,017 at 4% or $342,678 at 6%; with 100% employer match about $385,513 at 4% or $257,008 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-1$199,303$30,841$30,841iApproximate average salary by contribution assumption: employee only about $771,025 at 4% or $514,017 at 6%; with 50% employer match about $514,017 at 4% or $342,678 at 6%; with 100% employer match about $385,513 at 4% or $257,008 at 6%.
201213$154,176$142,726$47,575iApproximate average salary by contribution assumption: employee only about $1,189,383 at 4% or $792,922 at 6%; with 50% employer match about $792,922 at 4% or $528,615 at 6%; with 100% employer match about $594,692 at 4% or $396,461 at 6%.
Karyn M Halpern DMD PC 401 K Profit Sharing Plan Trust-3$154,176$142,726$47,575iApproximate average salary by contribution assumption: employee only about $1,189,383 at 4% or $792,922 at 6%; with 50% employer match about $792,922 at 4% or $528,615 at 6%; with 100% employer match about $594,692 at 4% or $396,461 at 6%.