Civic Intelligence

Joseph L Keefer DMD

Plan context: Joseph L Keefer 401 K Profit Sharing Plan Trust

EIN 23-2387642 • Stanley, NC • 15 filings • 5 plans

400 Highway 27 SouthStanley, NC 28164
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$1,838,666

2022 Contributions

$58,147

Historical Graphs

Total Assets Over Time

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

$1,838,666$919,333$0200820152021YearValue
$1,838,666Latest year 2021

Participants Over Time

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

840200820152021YearValue
5Latest year 2021

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
202210$0$0-
Joseph L Keefer 401 K Profit Sharing Plan Trust-0-$0-
202115$1,838,666$58,147$11,629iApproximate average salary by contribution assumption: employee only about $290,735 at 4% or $193,823 at 6%; with 50% employer match about $193,823 at 4% or $129,216 at 6%; with 100% employer match about $145,368 at 4% or $96,912 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-5$1,838,666$58,147$11,629iApproximate average salary by contribution assumption: employee only about $290,735 at 4% or $193,823 at 6%; with 50% employer match about $193,823 at 4% or $129,216 at 6%; with 100% employer match about $145,368 at 4% or $96,912 at 6%.
202015$1,620,991$54,499$10,900iApproximate average salary by contribution assumption: employee only about $272,495 at 4% or $181,663 at 6%; with 50% employer match about $181,663 at 4% or $121,109 at 6%; with 100% employer match about $136,248 at 4% or $90,832 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-5$1,620,991$54,499$10,900iApproximate average salary by contribution assumption: employee only about $272,495 at 4% or $181,663 at 6%; with 50% employer match about $181,663 at 4% or $121,109 at 6%; with 100% employer match about $136,248 at 4% or $90,832 at 6%.
201917$1,267,919$57,243$8,178iApproximate average salary by contribution assumption: employee only about $204,439 at 4% or $136,293 at 6%; with 50% employer match about $136,293 at 4% or $90,862 at 6%; with 100% employer match about $102,220 at 4% or $68,146 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-7$1,267,919$57,243$8,178iApproximate average salary by contribution assumption: employee only about $204,439 at 4% or $136,293 at 6%; with 50% employer match about $136,293 at 4% or $90,862 at 6%; with 100% employer match about $102,220 at 4% or $68,146 at 6%.
201817$959,522$60,220$8,603iApproximate average salary by contribution assumption: employee only about $215,071 at 4% or $143,381 at 6%; with 50% employer match about $143,381 at 4% or $95,587 at 6%; with 100% employer match about $107,536 at 4% or $71,690 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-7$959,522$60,220$8,603iApproximate average salary by contribution assumption: employee only about $215,071 at 4% or $143,381 at 6%; with 50% employer match about $143,381 at 4% or $95,587 at 6%; with 100% employer match about $107,536 at 4% or $71,690 at 6%.
201717$982,979$64,190$9,170iApproximate average salary by contribution assumption: employee only about $229,250 at 4% or $152,833 at 6%; with 50% employer match about $152,833 at 4% or $101,889 at 6%; with 100% employer match about $114,625 at 4% or $76,417 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-7$982,979$64,190$9,170iApproximate average salary by contribution assumption: employee only about $229,250 at 4% or $152,833 at 6%; with 50% employer match about $152,833 at 4% or $101,889 at 6%; with 100% employer match about $114,625 at 4% or $76,417 at 6%.
201618$798,458$58,471$7,309iApproximate average salary by contribution assumption: employee only about $182,722 at 4% or $121,815 at 6%; with 50% employer match about $121,815 at 4% or $81,210 at 6%; with 100% employer match about $91,361 at 4% or $60,907 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-8$798,458$58,471$7,309iApproximate average salary by contribution assumption: employee only about $182,722 at 4% or $121,815 at 6%; with 50% employer match about $121,815 at 4% or $81,210 at 6%; with 100% employer match about $91,361 at 4% or $60,907 at 6%.
201517$694,220$57,998$8,285iApproximate average salary by contribution assumption: employee only about $207,136 at 4% or $138,090 at 6%; with 50% employer match about $138,090 at 4% or $92,060 at 6%; with 100% employer match about $103,568 at 4% or $69,045 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-7$694,220$57,998$8,285iApproximate average salary by contribution assumption: employee only about $207,136 at 4% or $138,090 at 6%; with 50% employer match about $138,090 at 4% or $92,060 at 6%; with 100% employer match about $103,568 at 4% or $69,045 at 6%.
201417$592,618$60,027$8,575iApproximate average salary by contribution assumption: employee only about $214,382 at 4% or $142,921 at 6%; with 50% employer match about $142,921 at 4% or $95,281 at 6%; with 100% employer match about $107,191 at 4% or $71,461 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-7$592,618$60,027$8,575iApproximate average salary by contribution assumption: employee only about $214,382 at 4% or $142,921 at 6%; with 50% employer match about $142,921 at 4% or $95,281 at 6%; with 100% employer match about $107,191 at 4% or $71,461 at 6%.
201317$488,216$58,935$8,419iApproximate average salary by contribution assumption: employee only about $210,482 at 4% or $140,321 at 6%; with 50% employer match about $140,321 at 4% or $93,548 at 6%; with 100% employer match about $105,241 at 4% or $70,161 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-7$488,216$58,935$8,419iApproximate average salary by contribution assumption: employee only about $210,482 at 4% or $140,321 at 6%; with 50% employer match about $140,321 at 4% or $93,548 at 6%; with 100% employer match about $105,241 at 4% or $70,161 at 6%.
201216$328,747$58,809$9,802iApproximate average salary by contribution assumption: employee only about $245,038 at 4% or $163,358 at 6%; with 50% employer match about $163,358 at 4% or $108,906 at 6%; with 100% employer match about $122,519 at 4% or $81,679 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-6$328,747$58,809$9,802iApproximate average salary by contribution assumption: employee only about $245,038 at 4% or $163,358 at 6%; with 50% employer match about $163,358 at 4% or $108,906 at 6%; with 100% employer match about $122,519 at 4% or $81,679 at 6%.
201115$223,600$56,102$11,220iApproximate average salary by contribution assumption: employee only about $280,510 at 4% or $187,007 at 6%; with 50% employer match about $187,007 at 4% or $124,671 at 6%; with 100% employer match about $140,255 at 4% or $93,503 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-5$223,600$56,102$11,220iApproximate average salary by contribution assumption: employee only about $280,510 at 4% or $187,007 at 6%; with 50% employer match about $187,007 at 4% or $124,671 at 6%; with 100% employer match about $140,255 at 4% or $93,503 at 6%.
201015$179,836$69,347$13,869iApproximate average salary by contribution assumption: employee only about $346,735 at 4% or $231,157 at 6%; with 50% employer match about $231,157 at 4% or $154,104 at 6%; with 100% employer match about $173,368 at 4% or $115,578 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-5$179,836$69,347$13,869iApproximate average salary by contribution assumption: employee only about $346,735 at 4% or $231,157 at 6%; with 50% employer match about $231,157 at 4% or $154,104 at 6%; with 100% employer match about $173,368 at 4% or $115,578 at 6%.
200915$92,794$79,562$15,912iApproximate average salary by contribution assumption: employee only about $397,810 at 4% or $265,207 at 6%; with 50% employer match about $265,207 at 4% or $176,804 at 6%; with 100% employer match about $198,905 at 4% or $132,603 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-5$92,794$79,562$15,912iApproximate average salary by contribution assumption: employee only about $397,810 at 4% or $265,207 at 6%; with 50% employer match about $265,207 at 4% or $176,804 at 6%; with 100% employer match about $198,905 at 4% or $132,603 at 6%.
200815$95$94$19iApproximate average salary by contribution assumption: employee only about $470 at 4% or $313 at 6%; with 50% employer match about $313 at 4% or $209 at 6%; with 100% employer match about $235 at 4% or $157 at 6%.
Joseph L Keefer 401 K Profit Sharing Plan Trust-5$95$94$19iApproximate average salary by contribution assumption: employee only about $470 at 4% or $313 at 6%; with 50% employer match about $313 at 4% or $209 at 6%; with 100% employer match about $235 at 4% or $157 at 6%.