Civic Intelligence

Kaiser & Carolin PC.

Plan context: Kaiser & Carolin PC. 401(K) Profit Sharing Plan

EIN 20-0426688 • Scottsdale, AZ • 7 filings • 1 plans

8767 E. Via DE Ventura #270Scottsdale, AZ 85258
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$301,139

2015 Contributions

$49,014

Historical Graphs

Total Assets Over Time

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

$301,139$150,570$0200920122014YearValue
$301,139Latest year 2014

Participants Over Time

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

420200920122014YearValue
4Latest 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$0-
Kaiser & Carolin PC. 401(K) Profit Sharing Plan-0$0$0-
201414$301,139$49,014$12,254iApproximate average salary by contribution assumption: employee only about $306,338 at 4% or $204,225 at 6%; with 50% employer match about $204,225 at 4% or $136,150 at 6%; with 100% employer match about $153,169 at 4% or $102,113 at 6%.
Kaiser & Carolin PC. 401(K) Profit Sharing Plan-4$301,139$49,014$12,254iApproximate average salary by contribution assumption: employee only about $306,338 at 4% or $204,225 at 6%; with 50% employer match about $204,225 at 4% or $136,150 at 6%; with 100% employer match about $153,169 at 4% or $102,113 at 6%.
201313$245,093$40,450$13,483iApproximate average salary by contribution assumption: employee only about $337,083 at 4% or $224,722 at 6%; with 50% employer match about $224,722 at 4% or $149,815 at 6%; with 100% employer match about $168,542 at 4% or $112,361 at 6%.
Kaiser & Carolin PC. 401(K) Profit Sharing Plan-3$245,093$40,450$13,483iApproximate average salary by contribution assumption: employee only about $337,083 at 4% or $224,722 at 6%; with 50% employer match about $224,722 at 4% or $149,815 at 6%; with 100% employer match about $168,542 at 4% or $112,361 at 6%.
201213$222,511$46,575$15,525iApproximate average salary by contribution assumption: employee only about $388,125 at 4% or $258,750 at 6%; with 50% employer match about $258,750 at 4% or $172,500 at 6%; with 100% employer match about $194,063 at 4% or $129,375 at 6%.
Kaiser & Carolin PC. 401(K) Profit Sharing Plan-3$222,511$46,575$15,525iApproximate average salary by contribution assumption: employee only about $388,125 at 4% or $258,750 at 6%; with 50% employer match about $258,750 at 4% or $172,500 at 6%; with 100% employer match about $194,063 at 4% or $129,375 at 6%.
201113$158,537$42,550$14,183iApproximate average salary by contribution assumption: employee only about $354,583 at 4% or $236,389 at 6%; with 50% employer match about $236,389 at 4% or $157,593 at 6%; with 100% employer match about $177,292 at 4% or $118,194 at 6%.
Kaiser & Carolin PC. 401(K) Profit Sharing Plan-3$158,537$42,550$14,183iApproximate average salary by contribution assumption: employee only about $354,583 at 4% or $236,389 at 6%; with 50% employer match about $236,389 at 4% or $157,593 at 6%; with 100% employer match about $177,292 at 4% or $118,194 at 6%.
201013$120,317$39,200$13,067iApproximate average salary by contribution assumption: employee only about $326,667 at 4% or $217,778 at 6%; with 50% employer match about $217,778 at 4% or $145,185 at 6%; with 100% employer match about $163,333 at 4% or $108,889 at 6%.
Kaiser & Carolin PC. 401(K) Profit Sharing Plan-3$120,317$39,200$13,067iApproximate average salary by contribution assumption: employee only about $326,667 at 4% or $217,778 at 6%; with 50% employer match about $217,778 at 4% or $145,185 at 6%; with 100% employer match about $163,333 at 4% or $108,889 at 6%.
200913$72,743$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
Kaiser & Carolin PC. 401(K) Profit Sharing Plan-3$72,743$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.