Kelly Walker, D.D.S., P.A.
Plan context: Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan
EIN 27-4267415 • Bear, DE • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,279,300
2024 Contributions
$235,089
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 8 | $2,279,300 | $235,089 | $29,386iApproximate average salary by contribution assumption: employee only about $734,653 at 4% or $489,769 at 6%; with 50% employer match about $489,769 at 4% or $326,513 at 6%; with 100% employer match about $367,327 at 4% or $244,884 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 8 | $2,087,433 | $167,383 | $20,923iApproximate average salary by contribution assumption: employee only about $523,072 at 4% or $348,715 at 6%; with 50% employer match about $348,715 at 4% or $232,476 at 6%; with 100% employer match about $261,536 at 4% or $174,357 at 6%. |
| KELLY WALKER, D.D.S., P.A. CASH BALANCE PLAN | - | 7 | $191,867 | $67,706 | $9,672iApproximate average salary by contribution assumption: employee only about $241,807 at 4% or $161,205 at 6%; with 50% employer match about $161,205 at 4% or $107,470 at 6%; with 100% employer match about $120,904 at 4% or $80,602 at 6%. |
| 2023 | 2 | 8 | $1,884,084 | $214,651 | $26,831iApproximate average salary by contribution assumption: employee only about $670,784 at 4% or $447,190 at 6%; with 50% employer match about $447,190 at 4% or $298,126 at 6%; with 100% employer match about $335,392 at 4% or $223,595 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 8 | $1,763,709 | $151,848 | $18,981iApproximate average salary by contribution assumption: employee only about $474,525 at 4% or $316,350 at 6%; with 50% employer match about $316,350 at 4% or $210,900 at 6%; with 100% employer match about $237,263 at 4% or $158,175 at 6%. |
| KELLY WALKER, D.D.S., P.A. CASH BALANCE PLAN | - | 8 | $120,375 | $62,803 | $7,850iApproximate average salary by contribution assumption: employee only about $196,259 at 4% or $130,840 at 6%; with 50% employer match about $130,840 at 4% or $87,226 at 6%; with 100% employer match about $98,130 at 4% or $65,420 at 6%. |
| 2022 | 2 | 7 | $1,418,957 | $169,316 | $24,188iApproximate average salary by contribution assumption: employee only about $604,700 at 4% or $403,133 at 6%; with 50% employer match about $403,133 at 4% or $268,756 at 6%; with 100% employer match about $302,350 at 4% or $201,567 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 7 | $1,361,457 | $111,816 | $15,974iApproximate average salary by contribution assumption: employee only about $399,343 at 4% or $266,229 at 6%; with 50% employer match about $266,229 at 4% or $177,486 at 6%; with 100% employer match about $199,671 at 4% or $133,114 at 6%. |
| KELLY WALKER, D.D.S., P.A. CASH BALANCE PLAN | - | 7 | $57,500 | $57,500 | $8,214iApproximate average salary by contribution assumption: employee only about $205,357 at 4% or $136,905 at 6%; with 50% employer match about $136,905 at 4% or $91,270 at 6%; with 100% employer match about $102,679 at 4% or $68,452 at 6%. |
| 2021 | 1 | 7 | $1,524,214 | $104,397 | $14,914iApproximate average salary by contribution assumption: employee only about $372,846 at 4% or $248,564 at 6%; with 50% employer match about $248,564 at 4% or $165,710 at 6%; with 100% employer match about $186,423 at 4% or $124,282 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 7 | $1,524,214 | $104,397 | $14,914iApproximate average salary by contribution assumption: employee only about $372,846 at 4% or $248,564 at 6%; with 50% employer match about $248,564 at 4% or $165,710 at 6%; with 100% employer match about $186,423 at 4% or $124,282 at 6%. |
| 2020 | 1 | 7 | $1,236,544 | $94,046 | $13,435iApproximate average salary by contribution assumption: employee only about $335,879 at 4% or $223,919 at 6%; with 50% employer match about $223,919 at 4% or $149,279 at 6%; with 100% employer match about $167,939 at 4% or $111,960 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 7 | $1,236,544 | $94,046 | $13,435iApproximate average salary by contribution assumption: employee only about $335,879 at 4% or $223,919 at 6%; with 50% employer match about $223,919 at 4% or $149,279 at 6%; with 100% employer match about $167,939 at 4% or $111,960 at 6%. |
| 2019 | 1 | 7 | $982,015 | $89,701 | $12,814iApproximate average salary by contribution assumption: employee only about $320,361 at 4% or $213,574 at 6%; with 50% employer match about $213,574 at 4% or $142,383 at 6%; with 100% employer match about $160,180 at 4% or $106,787 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 7 | $982,015 | $89,701 | $12,814iApproximate average salary by contribution assumption: employee only about $320,361 at 4% or $213,574 at 6%; with 50% employer match about $213,574 at 4% or $142,383 at 6%; with 100% employer match about $160,180 at 4% or $106,787 at 6%. |
| 2018 | 1 | 6 | $736,428 | $84,207 | $14,035iApproximate average salary by contribution assumption: employee only about $350,863 at 4% or $233,908 at 6%; with 50% employer match about $233,908 at 4% or $155,939 at 6%; with 100% employer match about $175,431 at 4% or $116,954 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $736,428 | $84,207 | $14,035iApproximate average salary by contribution assumption: employee only about $350,863 at 4% or $233,908 at 6%; with 50% employer match about $233,908 at 4% or $155,939 at 6%; with 100% employer match about $175,431 at 4% or $116,954 at 6%. |
| 2017 | 1 | 6 | $699,751 | $75,372 | $12,562iApproximate average salary by contribution assumption: employee only about $314,050 at 4% or $209,367 at 6%; with 50% employer match about $209,367 at 4% or $139,578 at 6%; with 100% employer match about $157,025 at 4% or $104,683 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $699,751 | $75,372 | $12,562iApproximate average salary by contribution assumption: employee only about $314,050 at 4% or $209,367 at 6%; with 50% employer match about $209,367 at 4% or $139,578 at 6%; with 100% employer match about $157,025 at 4% or $104,683 at 6%. |
| 2016 | 1 | 6 | $522,965 | $72,968 | $12,161iApproximate average salary by contribution assumption: employee only about $304,033 at 4% or $202,689 at 6%; with 50% employer match about $202,689 at 4% or $135,126 at 6%; with 100% employer match about $152,017 at 4% or $101,344 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $522,965 | $72,968 | $12,161iApproximate average salary by contribution assumption: employee only about $304,033 at 4% or $202,689 at 6%; with 50% employer match about $202,689 at 4% or $135,126 at 6%; with 100% employer match about $152,017 at 4% or $101,344 at 6%. |
| 2015 | 1 | 6 | $423,010 | $70,387 | $11,731iApproximate average salary by contribution assumption: employee only about $293,279 at 4% or $195,519 at 6%; with 50% employer match about $195,519 at 4% or $130,346 at 6%; with 100% employer match about $146,640 at 4% or $97,760 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $423,010 | $70,387 | $11,731iApproximate average salary by contribution assumption: employee only about $293,279 at 4% or $195,519 at 6%; with 50% employer match about $195,519 at 4% or $130,346 at 6%; with 100% employer match about $146,640 at 4% or $97,760 at 6%. |
| 2014 | 1 | 6 | $353,553 | $70,996 | $11,833iApproximate average salary by contribution assumption: employee only about $295,817 at 4% or $197,211 at 6%; with 50% employer match about $197,211 at 4% or $131,474 at 6%; with 100% employer match about $147,908 at 4% or $98,606 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 6 | $353,553 | $70,996 | $11,833iApproximate average salary by contribution assumption: employee only about $295,817 at 4% or $197,211 at 6%; with 50% employer match about $197,211 at 4% or $131,474 at 6%; with 100% employer match about $147,908 at 4% or $98,606 at 6%. |
| 2013 | 1 | 7 | $275,499 | $70,397 | $10,057iApproximate average salary by contribution assumption: employee only about $251,418 at 4% or $167,612 at 6%; with 50% employer match about $167,612 at 4% or $111,741 at 6%; with 100% employer match about $125,709 at 4% or $83,806 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 7 | $275,499 | $70,397 | $10,057iApproximate average salary by contribution assumption: employee only about $251,418 at 4% or $167,612 at 6%; with 50% employer match about $167,612 at 4% or $111,741 at 6%; with 100% employer match about $125,709 at 4% or $83,806 at 6%. |
| 2012 | 1 | 5 | $166,130 | $62,577 | $12,515iApproximate average salary by contribution assumption: employee only about $312,885 at 4% or $208,590 at 6%; with 50% employer match about $208,590 at 4% or $139,060 at 6%; with 100% employer match about $156,443 at 4% or $104,295 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | $166,130 | $62,577 | $12,515iApproximate average salary by contribution assumption: employee only about $312,885 at 4% or $208,590 at 6%; with 50% employer match about $208,590 at 4% or $139,060 at 6%; with 100% employer match about $156,443 at 4% or $104,295 at 6%. |
| 2011 | 1 | 5 | $90,878 | $89,609 | $17,922iApproximate average salary by contribution assumption: employee only about $448,045 at 4% or $298,697 at 6%; with 50% employer match about $298,697 at 4% or $199,131 at 6%; with 100% employer match about $224,023 at 4% or $149,348 at 6%. |
| Kelly Walker, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | $90,878 | $89,609 | $17,922iApproximate average salary by contribution assumption: employee only about $448,045 at 4% or $298,697 at 6%; with 50% employer match about $298,697 at 4% or $199,131 at 6%; with 100% employer match about $224,023 at 4% or $149,348 at 6%. |