Civic Intelligence

Kevin Schapley, DMD, P.A.

Plan context: Kevin Schapley, DMD 401(K) Plan

EIN 20-3377240 • North Port, FL • 19 filings • 2 plans

14236 Tamiami Trail, Suite ANorth Port, FL 34287-2228
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$717,124

2024 Contributions

$90,735

Historical Graphs

Total Assets Over Time

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

$1,489,899$744,950$0200620152024YearValue
$717,124Latest year 2024

Participants Over Time

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

1260200620152024YearValue
10Latest 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
2024110$717,124$90,735$9,074iApproximate average salary by contribution assumption: employee only about $226,838 at 4% or $151,225 at 6%; with 50% employer match about $151,225 at 4% or $100,817 at 6%; with 100% employer match about $113,419 at 4% or $75,613 at 6%.
Kevin Schapley, DMD 401(K) Plan-10$717,124$90,735$9,074iApproximate average salary by contribution assumption: employee only about $226,838 at 4% or $151,225 at 6%; with 50% employer match about $151,225 at 4% or $100,817 at 6%; with 100% employer match about $113,419 at 4% or $75,613 at 6%.
2023111$571,949$91,144$8,286iApproximate average salary by contribution assumption: employee only about $207,145 at 4% or $138,097 at 6%; with 50% employer match about $138,097 at 4% or $92,065 at 6%; with 100% employer match about $103,573 at 4% or $69,048 at 6%.
Kevin Schapley, DMD 401(K) Plan-11$571,949$91,144$8,286iApproximate average salary by contribution assumption: employee only about $207,145 at 4% or $138,097 at 6%; with 50% employer match about $138,097 at 4% or $92,065 at 6%; with 100% employer match about $103,573 at 4% or $69,048 at 6%.
2022110$443,172$222,073$22,207iApproximate average salary by contribution assumption: employee only about $555,183 at 4% or $370,122 at 6%; with 50% employer match about $370,122 at 4% or $246,748 at 6%; with 100% employer match about $277,591 at 4% or $185,061 at 6%.
Kevin Schapley, DMD 401(K) Plan-10$443,172$222,073$22,207iApproximate average salary by contribution assumption: employee only about $555,183 at 4% or $370,122 at 6%; with 50% employer match about $370,122 at 4% or $246,748 at 6%; with 100% employer match about $277,591 at 4% or $185,061 at 6%.
2021112$1,166,775$50,603$4,217iApproximate average salary by contribution assumption: employee only about $105,423 at 4% or $70,282 at 6%; with 50% employer match about $70,282 at 4% or $46,855 at 6%; with 100% employer match about $52,711 at 4% or $35,141 at 6%.
Kevin Schapley, DMD 401(K) Plan-12$1,166,775$50,603$4,217iApproximate average salary by contribution assumption: employee only about $105,423 at 4% or $70,282 at 6%; with 50% employer match about $70,282 at 4% or $46,855 at 6%; with 100% employer match about $52,711 at 4% or $35,141 at 6%.
202018$1,489,899$57,672$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,113 at 4% or $60,075 at 6%.
Kevin Schapley, DMD 401(K) Plan-8$1,489,899$57,672$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,113 at 4% or $60,075 at 6%.
201918$1,270,553$95,213$11,902iApproximate average salary by contribution assumption: employee only about $297,541 at 4% or $198,360 at 6%; with 50% employer match about $198,360 at 4% or $132,240 at 6%; with 100% employer match about $148,770 at 4% or $99,180 at 6%.
Kevin Schapley, DMD 401(K) Plan-8$1,270,553$95,213$11,902iApproximate average salary by contribution assumption: employee only about $297,541 at 4% or $198,360 at 6%; with 50% employer match about $198,360 at 4% or $132,240 at 6%; with 100% employer match about $148,770 at 4% or $99,180 at 6%.
201816$998,102$114,948$19,158iApproximate average salary by contribution assumption: employee only about $478,950 at 4% or $319,300 at 6%; with 50% employer match about $319,300 at 4% or $212,867 at 6%; with 100% employer match about $239,475 at 4% or $159,650 at 6%.
Kevin Schapley, DMD 401(K) Plan-6$998,102$114,948$19,158iApproximate average salary by contribution assumption: employee only about $478,950 at 4% or $319,300 at 6%; with 50% employer match about $319,300 at 4% or $212,867 at 6%; with 100% employer match about $239,475 at 4% or $159,650 at 6%.
201717$929,842$62,047$8,864iApproximate average salary by contribution assumption: employee only about $221,596 at 4% or $147,731 at 6%; with 50% employer match about $147,731 at 4% or $98,487 at 6%; with 100% employer match about $110,798 at 4% or $73,865 at 6%.
Kevin Schapley, DMD 401(K) Plan-7$929,842$62,047$8,864iApproximate average salary by contribution assumption: employee only about $221,596 at 4% or $147,731 at 6%; with 50% employer match about $147,731 at 4% or $98,487 at 6%; with 100% employer match about $110,798 at 4% or $73,865 at 6%.
201617$761,921$65,267$9,324iApproximate average salary by contribution assumption: employee only about $233,096 at 4% or $155,398 at 6%; with 50% employer match about $155,398 at 4% or $103,598 at 6%; with 100% employer match about $116,548 at 4% or $77,699 at 6%.
Kevin Schapley, DMD 401(K) Plan-7$761,921$65,267$9,324iApproximate average salary by contribution assumption: employee only about $233,096 at 4% or $155,398 at 6%; with 50% employer match about $155,398 at 4% or $103,598 at 6%; with 100% employer match about $116,548 at 4% or $77,699 at 6%.
201517$694,786$59,727$8,532iApproximate average salary by contribution assumption: employee only about $213,311 at 4% or $142,207 at 6%; with 50% employer match about $142,207 at 4% or $94,805 at 6%; with 100% employer match about $106,655 at 4% or $71,104 at 6%.
Kevin Schapley, DMD 401(K) Plan-7$694,786$59,727$8,532iApproximate average salary by contribution assumption: employee only about $213,311 at 4% or $142,207 at 6%; with 50% employer match about $142,207 at 4% or $94,805 at 6%; with 100% employer match about $106,655 at 4% or $71,104 at 6%.
201417$641,536$60,076$8,582iApproximate average salary by contribution assumption: employee only about $214,557 at 4% or $143,038 at 6%; with 50% employer match about $143,038 at 4% or $95,359 at 6%; with 100% employer match about $107,279 at 4% or $71,519 at 6%.
Kevin Schapley, DMD 401(K) Plan-7$641,536$60,076$8,582iApproximate average salary by contribution assumption: employee only about $214,557 at 4% or $143,038 at 6%; with 50% employer match about $143,038 at 4% or $95,359 at 6%; with 100% employer match about $107,279 at 4% or $71,519 at 6%.
201317$560,923$60,101$8,586iApproximate average salary by contribution assumption: employee only about $214,646 at 4% or $143,098 at 6%; with 50% employer match about $143,098 at 4% or $95,398 at 6%; with 100% employer match about $107,323 at 4% or $71,549 at 6%.
Kevin Schapley, DMD 401(K) Plan-7$560,923$60,101$8,586iApproximate average salary by contribution assumption: employee only about $214,646 at 4% or $143,098 at 6%; with 50% employer match about $143,098 at 4% or $95,398 at 6%; with 100% employer match about $107,323 at 4% or $71,549 at 6%.
201216$409,247$42,278$7,046iApproximate average salary by contribution assumption: employee only about $176,158 at 4% or $117,439 at 6%; with 50% employer match about $117,439 at 4% or $78,293 at 6%; with 100% employer match about $88,079 at 4% or $58,719 at 6%.
Kevin Schapley, DMD 401(K) Plan-6$409,247$42,278$7,046iApproximate average salary by contribution assumption: employee only about $176,158 at 4% or $117,439 at 6%; with 50% employer match about $117,439 at 4% or $78,293 at 6%; with 100% employer match about $88,079 at 4% or $58,719 at 6%.
201116$342,610$54,983$9,164iApproximate average salary by contribution assumption: employee only about $229,096 at 4% or $152,731 at 6%; with 50% employer match about $152,731 at 4% or $101,820 at 6%; with 100% employer match about $114,548 at 4% or $76,365 at 6%.
Kevin Schapley, DMD 401(K) Plan-6$342,610$54,983$9,164iApproximate average salary by contribution assumption: employee only about $229,096 at 4% or $152,731 at 6%; with 50% employer match about $152,731 at 4% or $101,820 at 6%; with 100% employer match about $114,548 at 4% or $76,365 at 6%.
201016$521,906$50,683$8,447iApproximate average salary by contribution assumption: employee only about $211,179 at 4% or $140,786 at 6%; with 50% employer match about $140,786 at 4% or $93,857 at 6%; with 100% employer match about $105,590 at 4% or $70,393 at 6%.
Kevin Schapley, DMD 401(K) Plan-6$521,906$50,683$8,447iApproximate average salary by contribution assumption: employee only about $211,179 at 4% or $140,786 at 6%; with 50% employer match about $140,786 at 4% or $93,857 at 6%; with 100% employer match about $105,590 at 4% or $70,393 at 6%.
200917$425,749$51,465$7,352iApproximate average salary by contribution assumption: employee only about $183,804 at 4% or $122,536 at 6%; with 50% employer match about $122,536 at 4% or $81,690 at 6%; with 100% employer match about $91,902 at 4% or $61,268 at 6%.
Kevin Schapley, DMD 401(K) Plan-7$425,749$51,465$7,352iApproximate average salary by contribution assumption: employee only about $183,804 at 4% or $122,536 at 6%; with 50% employer match about $122,536 at 4% or $81,690 at 6%; with 100% employer match about $91,902 at 4% or $61,268 at 6%.
200816$305,364$90,031$15,005iApproximate average salary by contribution assumption: employee only about $375,129 at 4% or $250,086 at 6%; with 50% employer match about $250,086 at 4% or $166,724 at 6%; with 100% employer match about $187,565 at 4% or $125,043 at 6%.
Kevin Schapley, DMD 401(K) Plan-6$305,364$90,031$15,005iApproximate average salary by contribution assumption: employee only about $375,129 at 4% or $250,086 at 6%; with 50% employer match about $250,086 at 4% or $166,724 at 6%; with 100% employer match about $187,565 at 4% or $125,043 at 6%.
200715$321,911$48,436$9,687iApproximate average salary by contribution assumption: employee only about $242,180 at 4% or $161,453 at 6%; with 50% employer match about $161,453 at 4% or $107,636 at 6%; with 100% employer match about $121,090 at 4% or $80,727 at 6%.
Kevin Schapley, DMD 401(K) Plan-5$321,911$48,436$9,687iApproximate average salary by contribution assumption: employee only about $242,180 at 4% or $161,453 at 6%; with 50% employer match about $161,453 at 4% or $107,636 at 6%; with 100% employer match about $121,090 at 4% or $80,727 at 6%.
200615$260,253$234,109$46,822iApproximate average salary by contribution assumption: employee only about $1,170,545 at 4% or $780,363 at 6%; with 50% employer match about $780,363 at 4% or $520,242 at 6%; with 100% employer match about $585,273 at 4% or $390,182 at 6%.
Kevin Schapley, DMD 401(K) Plan-5$260,253$234,109$46,822iApproximate average salary by contribution assumption: employee only about $1,170,545 at 4% or $780,363 at 6%; with 50% employer match about $780,363 at 4% or $520,242 at 6%; with 100% employer match about $585,273 at 4% or $390,182 at 6%.