Civic Intelligence

Karen Boland PLLC

Plan context: KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN

EIN 20-8447541 • Sand Springs, OK • 19 filings • 4 plans

13110 West 60th Street SouthSand Springs, OK 74063
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$2,045,394

2019 Contributions

$250,000

Historical Graphs

Total Assets Over Time

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

$2,045,394$1,022,697$0201020152019YearValue
$2,045,394Latest year 2019

Participants Over Time

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

210201020152019YearValue
2Latest year 2019

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
201922$2,045,394$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$1,608,378$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Karen Boland PLLC 401 K Profit Sharing Plan Trust-2$437,016$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201822$1,613,828$249,000$124,500iApproximate average salary by contribution assumption: employee only about $3,112,500 at 4% or $2,075,000 at 6%; with 50% employer match about $2,075,000 at 4% or $1,383,333 at 6%; with 100% employer match about $1,556,250 at 4% or $1,037,500 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$1,269,813$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Karen Boland PLLC 401 K Profit Sharing Plan Trust-2$344,015$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201722$1,448,835$258,000$129,000iApproximate average salary by contribution assumption: employee only about $3,225,000 at 4% or $2,150,000 at 6%; with 50% employer match about $2,150,000 at 4% or $1,433,333 at 6%; with 100% employer match about $1,612,500 at 4% or $1,075,000 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$1,127,553$210,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
Karen Boland PLLC 401 K Profit Sharing Plan Trust-2$321,282$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201622$1,138,797$276,167$138,084iApproximate average salary by contribution assumption: employee only about $3,452,088 at 4% or $2,301,392 at 6%; with 50% employer match about $2,301,392 at 4% or $1,534,261 at 6%; with 100% employer match about $1,726,044 at 4% or $1,150,696 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$877,571$230,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
Karen Boland PLLC 401 K Profit Sharing Plan Trust-2$261,226$46,167$23,084iApproximate average salary by contribution assumption: employee only about $577,088 at 4% or $384,725 at 6%; with 50% employer match about $384,725 at 4% or $256,483 at 6%; with 100% employer match about $288,544 at 4% or $192,363 at 6%.
201522$789,689$196,167$98,084iApproximate average salary by contribution assumption: employee only about $2,452,088 at 4% or $1,634,725 at 6%; with 50% employer match about $1,634,725 at 4% or $1,089,817 at 6%; with 100% employer match about $1,226,044 at 4% or $817,363 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$632,150$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Karen Boland PLLC 401 K Profit Sharing Plan Trust-2$157,539$46,167$23,084iApproximate average salary by contribution assumption: employee only about $577,088 at 4% or $384,725 at 6%; with 50% employer match about $384,725 at 4% or $256,483 at 6%; with 100% employer match about $288,544 at 4% or $192,363 at 6%.
201422$707,469$245,167$122,584iApproximate average salary by contribution assumption: employee only about $3,064,588 at 4% or $2,043,058 at 6%; with 50% employer match about $2,043,058 at 4% or $1,362,039 at 6%; with 100% employer match about $1,532,294 at 4% or $1,021,529 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$543,037$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Karen Boland PLLC 401 K Profit Sharing Plan Trust-2$164,432$45,167$22,584iApproximate average salary by contribution assumption: employee only about $564,588 at 4% or $376,392 at 6%; with 50% employer match about $376,392 at 4% or $250,928 at 6%; with 100% employer match about $282,294 at 4% or $188,196 at 6%.
201322$501,956$194,500$97,250iApproximate average salary by contribution assumption: employee only about $2,431,250 at 4% or $1,620,833 at 6%; with 50% employer match about $1,620,833 at 4% or $1,080,556 at 6%; with 100% employer match about $1,215,625 at 4% or $810,417 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$369,228$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Karen Boland PLLC 401 K Profit Sharing Plan Trust-2$132,728$44,500$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
201222$376,172$134,000$67,000iApproximate average salary by contribution assumption: employee only about $1,675,000 at 4% or $1,116,667 at 6%; with 50% employer match about $1,116,667 at 4% or $744,444 at 6%; with 100% employer match about $837,500 at 4% or $558,333 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$301,893$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
KAREN BOLAND PLLC 401 K PROFIT SHARING PLAN TRUST-2$74,279$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201122$235,574$157,792$78,896iApproximate average salary by contribution assumption: employee only about $1,972,400 at 4% or $1,314,933 at 6%; with 50% employer match about $1,314,933 at 4% or $876,622 at 6%; with 100% employer match about $986,200 at 4% or $657,467 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$200,324$119,000$59,500iApproximate average salary by contribution assumption: employee only about $1,487,500 at 4% or $991,667 at 6%; with 50% employer match about $991,667 at 4% or $661,111 at 6%; with 100% employer match about $743,750 at 4% or $495,833 at 6%.
KAREN BOLAND PLLC 401 K PROFIT SHARING PLAN TRUST-2$35,250$38,792$19,396iApproximate average salary by contribution assumption: employee only about $484,900 at 4% or $323,267 at 6%; with 50% employer match about $323,267 at 4% or $215,511 at 6%; with 100% employer match about $242,450 at 4% or $161,633 at 6%.
201012$88,794$88,794$44,397iApproximate average salary by contribution assumption: employee only about $1,109,925 at 4% or $739,950 at 6%; with 50% employer match about $739,950 at 4% or $493,300 at 6%; with 100% employer match about $554,963 at 4% or $369,975 at 6%.
KAREN BOLAND, M.D., PLLC DEFINED BENEFIT PENSION PLAN-2$88,794$88,794$44,397iApproximate average salary by contribution assumption: employee only about $1,109,925 at 4% or $739,950 at 6%; with 50% employer match about $739,950 at 4% or $493,300 at 6%; with 100% employer match about $554,963 at 4% or $369,975 at 6%.