Civic Intelligence

Kathleen a. Evans, Dds

Plan context: Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust

EIN 20-0203449 • Cooperstown, NY • 18 filings • 3 plans

143 Kraham RoadCooperstown, NY 13326
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$1,449,544

2021 Contributions

$80,116

Historical Graphs

Total Assets Over Time

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

$1,449,544$724,772$0200420122020YearValue
$1,449,544Latest year 2020

Participants Over Time

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

740200420122020YearValue
7Latest year 2020

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
202110$0$0-
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-0$0$0-
202017$1,449,544$80,116$11,445iApproximate average salary by contribution assumption: employee only about $286,129 at 4% or $190,752 at 6%; with 50% employer match about $190,752 at 4% or $127,168 at 6%; with 100% employer match about $143,064 at 4% or $95,376 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-7$1,449,544$80,116$11,445iApproximate average salary by contribution assumption: employee only about $286,129 at 4% or $190,752 at 6%; with 50% employer match about $190,752 at 4% or $127,168 at 6%; with 100% employer match about $143,064 at 4% or $95,376 at 6%.
201916$1,232,860$79,161$13,194iApproximate average salary by contribution assumption: employee only about $329,838 at 4% or $219,892 at 6%; with 50% employer match about $219,892 at 4% or $146,594 at 6%; with 100% employer match about $164,919 at 4% or $109,946 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-6$1,232,860$79,161$13,194iApproximate average salary by contribution assumption: employee only about $329,838 at 4% or $219,892 at 6%; with 50% employer match about $219,892 at 4% or $146,594 at 6%; with 100% employer match about $164,919 at 4% or $109,946 at 6%.
201816$977,667$77,451$12,909iApproximate average salary by contribution assumption: employee only about $322,713 at 4% or $215,142 at 6%; with 50% employer match about $215,142 at 4% or $143,428 at 6%; with 100% employer match about $161,356 at 4% or $107,571 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-6$977,667$77,451$12,909iApproximate average salary by contribution assumption: employee only about $322,713 at 4% or $215,142 at 6%; with 50% employer match about $215,142 at 4% or $143,428 at 6%; with 100% employer match about $161,356 at 4% or $107,571 at 6%.
201717$990,196$79,039$11,291iApproximate average salary by contribution assumption: employee only about $282,282 at 4% or $188,188 at 6%; with 50% employer match about $188,188 at 4% or $125,459 at 6%; with 100% employer match about $141,141 at 4% or $94,094 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-7$990,196$79,039$11,291iApproximate average salary by contribution assumption: employee only about $282,282 at 4% or $188,188 at 6%; with 50% employer match about $188,188 at 4% or $125,459 at 6%; with 100% employer match about $141,141 at 4% or $94,094 at 6%.
201615$799,399$68,665$13,733iApproximate average salary by contribution assumption: employee only about $343,325 at 4% or $228,883 at 6%; with 50% employer match about $228,883 at 4% or $152,589 at 6%; with 100% employer match about $171,663 at 4% or $114,442 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-5$799,399$68,665$13,733iApproximate average salary by contribution assumption: employee only about $343,325 at 4% or $228,883 at 6%; with 50% employer match about $228,883 at 4% or $152,589 at 6%; with 100% employer match about $171,663 at 4% or $114,442 at 6%.
201516$726,707$83,723$13,954iApproximate average salary by contribution assumption: employee only about $348,846 at 4% or $232,564 at 6%; with 50% employer match about $232,564 at 4% or $155,043 at 6%; with 100% employer match about $174,423 at 4% or $116,282 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-6$726,707$83,723$13,954iApproximate average salary by contribution assumption: employee only about $348,846 at 4% or $232,564 at 6%; with 50% employer match about $232,564 at 4% or $155,043 at 6%; with 100% employer match about $174,423 at 4% or $116,282 at 6%.
201417$686,092$77,283$11,040iApproximate average salary by contribution assumption: employee only about $276,011 at 4% or $184,007 at 6%; with 50% employer match about $184,007 at 4% or $122,671 at 6%; with 100% employer match about $138,005 at 4% or $92,004 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-7$686,092$77,283$11,040iApproximate average salary by contribution assumption: employee only about $276,011 at 4% or $184,007 at 6%; with 50% employer match about $184,007 at 4% or $122,671 at 6%; with 100% employer match about $138,005 at 4% or $92,004 at 6%.
201315$608,095$67,756$13,551iApproximate average salary by contribution assumption: employee only about $338,780 at 4% or $225,853 at 6%; with 50% employer match about $225,853 at 4% or $150,569 at 6%; with 100% employer match about $169,390 at 4% or $112,927 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-5$608,095$67,756$13,551iApproximate average salary by contribution assumption: employee only about $338,780 at 4% or $225,853 at 6%; with 50% employer match about $225,853 at 4% or $150,569 at 6%; with 100% employer match about $169,390 at 4% or $112,927 at 6%.
201215$475,589$65,849$13,170iApproximate average salary by contribution assumption: employee only about $329,245 at 4% or $219,497 at 6%; with 50% employer match about $219,497 at 4% or $146,331 at 6%; with 100% employer match about $164,623 at 4% or $109,748 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-5$475,589$65,849$13,170iApproximate average salary by contribution assumption: employee only about $329,245 at 4% or $219,497 at 6%; with 50% employer match about $219,497 at 4% or $146,331 at 6%; with 100% employer match about $164,623 at 4% or $109,748 at 6%.
201116$390,865$70,745$11,791iApproximate average salary by contribution assumption: employee only about $294,771 at 4% or $196,514 at 6%; with 50% employer match about $196,514 at 4% or $131,009 at 6%; with 100% employer match about $147,385 at 4% or $98,257 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-6$390,865$70,745$11,791iApproximate average salary by contribution assumption: employee only about $294,771 at 4% or $196,514 at 6%; with 50% employer match about $196,514 at 4% or $131,009 at 6%; with 100% employer match about $147,385 at 4% or $98,257 at 6%.
201014$333,173$64,663$16,166iApproximate average salary by contribution assumption: employee only about $404,144 at 4% or $269,429 at 6%; with 50% employer match about $269,429 at 4% or $179,619 at 6%; with 100% employer match about $202,072 at 4% or $134,715 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-4$333,173$64,663$16,166iApproximate average salary by contribution assumption: employee only about $404,144 at 4% or $269,429 at 6%; with 50% employer match about $269,429 at 4% or $179,619 at 6%; with 100% employer match about $202,072 at 4% or $134,715 at 6%.
200915$245,044$64,874$12,975iApproximate average salary by contribution assumption: employee only about $324,370 at 4% or $216,247 at 6%; with 50% employer match about $216,247 at 4% or $144,164 at 6%; with 100% employer match about $162,185 at 4% or $108,123 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-5$245,044$64,874$12,975iApproximate average salary by contribution assumption: employee only about $324,370 at 4% or $216,247 at 6%; with 50% employer match about $216,247 at 4% or $144,164 at 6%; with 100% employer match about $162,185 at 4% or $108,123 at 6%.
200814$151,883$52,060$13,015iApproximate average salary by contribution assumption: employee only about $325,375 at 4% or $216,917 at 6%; with 50% employer match about $216,917 at 4% or $144,611 at 6%; with 100% employer match about $162,688 at 4% or $108,458 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-4$151,883$52,060$13,015iApproximate average salary by contribution assumption: employee only about $325,375 at 4% or $216,917 at 6%; with 50% employer match about $216,917 at 4% or $144,611 at 6%; with 100% employer match about $162,688 at 4% or $108,458 at 6%.
200714$160,323$59,264$14,816iApproximate average salary by contribution assumption: employee only about $370,400 at 4% or $246,933 at 6%; with 50% employer match about $246,933 at 4% or $164,622 at 6%; with 100% employer match about $185,200 at 4% or $123,467 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-4$160,323$59,264$14,816iApproximate average salary by contribution assumption: employee only about $370,400 at 4% or $246,933 at 6%; with 50% employer match about $246,933 at 4% or $164,622 at 6%; with 100% employer match about $185,200 at 4% or $123,467 at 6%.
200613$98,975$53,208$17,736iApproximate average salary by contribution assumption: employee only about $443,400 at 4% or $295,600 at 6%; with 50% employer match about $295,600 at 4% or $197,067 at 6%; with 100% employer match about $221,700 at 4% or $147,800 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-3$98,975$53,208$17,736iApproximate average salary by contribution assumption: employee only about $443,400 at 4% or $295,600 at 6%; with 50% employer match about $295,600 at 4% or $197,067 at 6%; with 100% employer match about $221,700 at 4% or $147,800 at 6%.
200513$42,997$27,532$9,177iApproximate average salary by contribution assumption: employee only about $229,433 at 4% or $152,956 at 6%; with 50% employer match about $152,956 at 4% or $101,970 at 6%; with 100% employer match about $114,717 at 4% or $76,478 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-3$42,997$27,532$9,177iApproximate average salary by contribution assumption: employee only about $229,433 at 4% or $152,956 at 6%; with 50% employer match about $152,956 at 4% or $101,970 at 6%; with 100% employer match about $114,717 at 4% or $76,478 at 6%.
200412$14,645$14,645$7,323iApproximate average salary by contribution assumption: employee only about $183,063 at 4% or $122,042 at 6%; with 50% employer match about $122,042 at 4% or $81,361 at 6%; with 100% employer match about $91,531 at 4% or $61,021 at 6%.
Kathleen a. Evans, Dds 401(K) Profit Sharing Plan & Trust-2$14,645$14,645$7,323iApproximate average salary by contribution assumption: employee only about $183,063 at 4% or $122,042 at 6%; with 50% employer match about $122,042 at 4% or $81,361 at 6%; with 100% employer match about $91,531 at 4% or $61,021 at 6%.