Civic Intelligence

Shawn Kelly Dds Inc

Plan context: Shawn Kelly Dds Inc 401K Plan

EIN 20-8020898 • Roseville, CA • 13 filings • 4 plans

700 Sunrise Avenue, Suite ERoseville, CA 95661-4561
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$750,250

2019 Contributions

$47,591

Historical Graphs

Total Assets Over Time

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

$805,264$402,632$0200720132018YearValue
$750,250Latest year 2018

Participants Over Time

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

630200720132018YearValue
2Latest year 2018

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
201910$0$0-
Shawn Kelly Dds Inc 401K Plan-0$0--
201812$750,250$47,591$23,796iApproximate average salary by contribution assumption: employee only about $594,888 at 4% or $396,592 at 6%; with 50% employer match about $396,592 at 4% or $264,394 at 6%; with 100% employer match about $297,444 at 4% or $198,296 at 6%.
Shawn Kelly Dds Inc 401K Plan-2$750,250$47,591$23,796iApproximate average salary by contribution assumption: employee only about $594,888 at 4% or $396,592 at 6%; with 50% employer match about $396,592 at 4% or $264,394 at 6%; with 100% employer match about $297,444 at 4% or $198,296 at 6%.
201715$805,264$64,247$12,849iApproximate average salary by contribution assumption: employee only about $321,235 at 4% or $214,157 at 6%; with 50% employer match about $214,157 at 4% or $142,771 at 6%; with 100% employer match about $160,618 at 4% or $107,078 at 6%.
Shawn Kelly Dds Inc 401K Plan-5$805,264$64,247$12,849iApproximate average salary by contribution assumption: employee only about $321,235 at 4% or $214,157 at 6%; with 50% employer match about $214,157 at 4% or $142,771 at 6%; with 100% employer match about $160,618 at 4% or $107,078 at 6%.
201613$622,671$51,312$17,104iApproximate average salary by contribution assumption: employee only about $427,600 at 4% or $285,067 at 6%; with 50% employer match about $285,067 at 4% or $190,044 at 6%; with 100% employer match about $213,800 at 4% or $142,533 at 6%.
Shawn Kelly Dds Inc 401K Plan-3$622,671$51,312$17,104iApproximate average salary by contribution assumption: employee only about $427,600 at 4% or $285,067 at 6%; with 50% employer match about $285,067 at 4% or $190,044 at 6%; with 100% employer match about $213,800 at 4% or $142,533 at 6%.
201516$607,355$38,363$6,394iApproximate average salary by contribution assumption: employee only about $159,846 at 4% or $106,564 at 6%; with 50% employer match about $106,564 at 4% or $71,043 at 6%; with 100% employer match about $79,923 at 4% or $53,282 at 6%.
Shawn Kelly Dds Inc 401K Plan-6$607,355$38,363$6,394iApproximate average salary by contribution assumption: employee only about $159,846 at 4% or $106,564 at 6%; with 50% employer match about $106,564 at 4% or $71,043 at 6%; with 100% employer match about $79,923 at 4% or $53,282 at 6%.
201414$562,840$46,024$11,506iApproximate average salary by contribution assumption: employee only about $287,650 at 4% or $191,767 at 6%; with 50% employer match about $191,767 at 4% or $127,844 at 6%; with 100% employer match about $143,825 at 4% or $95,883 at 6%.
Shawn Kelly Dds Inc 401K Plan-4$562,840$46,024$11,506iApproximate average salary by contribution assumption: employee only about $287,650 at 4% or $191,767 at 6%; with 50% employer match about $191,767 at 4% or $127,844 at 6%; with 100% employer match about $143,825 at 4% or $95,883 at 6%.
201314$521,948$4,144$1,036iApproximate average salary by contribution assumption: employee only about $25,900 at 4% or $17,267 at 6%; with 50% employer match about $17,267 at 4% or $11,511 at 6%; with 100% employer match about $12,950 at 4% or $8,633 at 6%.
Shawn Kelly Dds Inc 401K Plan-4$521,948$4,144$1,036iApproximate average salary by contribution assumption: employee only about $25,900 at 4% or $17,267 at 6%; with 50% employer match about $17,267 at 4% or $11,511 at 6%; with 100% employer match about $12,950 at 4% or $8,633 at 6%.
201214$423,433$7,961$1,990iApproximate average salary by contribution assumption: employee only about $49,756 at 4% or $33,171 at 6%; with 50% employer match about $33,171 at 4% or $22,114 at 6%; with 100% employer match about $24,878 at 4% or $16,585 at 6%.
Shawn Kelly Dds Inc 401K Plan-4$423,433$7,961$1,990iApproximate average salary by contribution assumption: employee only about $49,756 at 4% or $33,171 at 6%; with 50% employer match about $33,171 at 4% or $22,114 at 6%; with 100% employer match about $24,878 at 4% or $16,585 at 6%.
201113$387,007$39,742$13,247iApproximate average salary by contribution assumption: employee only about $331,183 at 4% or $220,789 at 6%; with 50% employer match about $220,789 at 4% or $147,193 at 6%; with 100% employer match about $165,592 at 4% or $110,394 at 6%.
Shawn Kelly Dds Inc 401K Plan-3$387,007$39,742$13,247iApproximate average salary by contribution assumption: employee only about $331,183 at 4% or $220,789 at 6%; with 50% employer match about $220,789 at 4% or $147,193 at 6%; with 100% employer match about $165,592 at 4% or $110,394 at 6%.
201014$382,857$60,262$15,066iApproximate average salary by contribution assumption: employee only about $376,638 at 4% or $251,092 at 6%; with 50% employer match about $251,092 at 4% or $167,394 at 6%; with 100% employer match about $188,319 at 4% or $125,546 at 6%.
Shawn Kelly Dds Inc 401K Plan-4$382,857$60,262$15,066iApproximate average salary by contribution assumption: employee only about $376,638 at 4% or $251,092 at 6%; with 50% employer match about $251,092 at 4% or $167,394 at 6%; with 100% employer match about $188,319 at 4% or $125,546 at 6%.
200913$286,074$61,241$20,414iApproximate average salary by contribution assumption: employee only about $510,342 at 4% or $340,228 at 6%; with 50% employer match about $340,228 at 4% or $226,819 at 6%; with 100% employer match about $255,171 at 4% or $170,114 at 6%.
Shawn Kelly Dds Inc 401K Plan-3$286,074$61,241$20,414iApproximate average salary by contribution assumption: employee only about $510,342 at 4% or $340,228 at 6%; with 50% employer match about $340,228 at 4% or $226,819 at 6%; with 100% employer match about $255,171 at 4% or $170,114 at 6%.
200813$179,549$54,580$18,193iApproximate average salary by contribution assumption: employee only about $454,833 at 4% or $303,222 at 6%; with 50% employer match about $303,222 at 4% or $202,148 at 6%; with 100% employer match about $227,417 at 4% or $151,611 at 6%.
Shawn Kelly Dds Inc 401K Plan-3$179,549$54,580$18,193iApproximate average salary by contribution assumption: employee only about $454,833 at 4% or $303,222 at 6%; with 50% employer match about $303,222 at 4% or $202,148 at 6%; with 100% employer match about $227,417 at 4% or $151,611 at 6%.
200713$197,991$56,335$18,778iApproximate average salary by contribution assumption: employee only about $469,458 at 4% or $312,972 at 6%; with 50% employer match about $312,972 at 4% or $208,648 at 6%; with 100% employer match about $234,729 at 4% or $156,486 at 6%.
Shawn Kelly Dds Inc 401K Plan-3$197,991$56,335$18,778iApproximate average salary by contribution assumption: employee only about $469,458 at 4% or $312,972 at 6%; with 50% employer match about $312,972 at 4% or $208,648 at 6%; with 100% employer match about $234,729 at 4% or $156,486 at 6%.