Civic Intelligence

Kelsey & Jo Orthodontics PC

Plan context: Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan

EIN 36-4123726 • 15 filings • 3 plans

Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$839,216

2017 Contributions

$51,656

Historical Graphs

Total Assets Over Time

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

$839,216$419,608$0200320112016YearValue
$839,216Latest year 2016

Participants Over Time

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

420200320092016YearValue
3Latest year 2016

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
201710$0$51,656-
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-0-$51,656-
201613$839,216$59,340$19,780iApproximate average salary by contribution assumption: employee only about $494,500 at 4% or $329,667 at 6%; with 50% employer match about $329,667 at 4% or $219,778 at 6%; with 100% employer match about $247,250 at 4% or $164,833 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-3$839,216$59,340$19,780iApproximate average salary by contribution assumption: employee only about $494,500 at 4% or $329,667 at 6%; with 50% employer match about $329,667 at 4% or $219,778 at 6%; with 100% employer match about $247,250 at 4% or $164,833 at 6%.
201510$737,367$60,838-
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-0$737,367$60,838-
201414$703,450$59,556$14,889iApproximate average salary by contribution assumption: employee only about $372,225 at 4% or $248,150 at 6%; with 50% employer match about $248,150 at 4% or $165,433 at 6%; with 100% employer match about $186,113 at 4% or $124,075 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-4$703,450$59,556$14,889iApproximate average salary by contribution assumption: employee only about $372,225 at 4% or $248,150 at 6%; with 50% employer match about $248,150 at 4% or $165,433 at 6%; with 100% employer match about $186,113 at 4% or $124,075 at 6%.
201314$630,694$58,964$14,741iApproximate average salary by contribution assumption: employee only about $368,525 at 4% or $245,683 at 6%; with 50% employer match about $245,683 at 4% or $163,789 at 6%; with 100% employer match about $184,263 at 4% or $122,842 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-4$630,694$58,964$14,741iApproximate average salary by contribution assumption: employee only about $368,525 at 4% or $245,683 at 6%; with 50% employer match about $245,683 at 4% or $163,789 at 6%; with 100% employer match about $184,263 at 4% or $122,842 at 6%.
201212$484,933$54,600$27,300iApproximate average salary by contribution assumption: employee only about $682,500 at 4% or $455,000 at 6%; with 50% employer match about $455,000 at 4% or $303,333 at 6%; with 100% employer match about $341,250 at 4% or $227,500 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2$484,933$54,600$27,300iApproximate average salary by contribution assumption: employee only about $682,500 at 4% or $455,000 at 6%; with 50% employer match about $455,000 at 4% or $303,333 at 6%; with 100% employer match about $341,250 at 4% or $227,500 at 6%.
201112$378,688$51,782$25,891iApproximate average salary by contribution assumption: employee only about $647,275 at 4% or $431,517 at 6%; with 50% employer match about $431,517 at 4% or $287,678 at 6%; with 100% employer match about $323,638 at 4% or $215,758 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2$378,688$51,782$25,891iApproximate average salary by contribution assumption: employee only about $647,275 at 4% or $431,517 at 6%; with 50% employer match about $431,517 at 4% or $287,678 at 6%; with 100% employer match about $323,638 at 4% or $215,758 at 6%.
201012$344,993$38,620$19,310iApproximate average salary by contribution assumption: employee only about $482,750 at 4% or $321,833 at 6%; with 50% employer match about $321,833 at 4% or $214,556 at 6%; with 100% employer match about $241,375 at 4% or $160,917 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2$344,993$38,620$19,310iApproximate average salary by contribution assumption: employee only about $482,750 at 4% or $321,833 at 6%; with 50% employer match about $321,833 at 4% or $214,556 at 6%; with 100% employer match about $241,375 at 4% or $160,917 at 6%.
200912$274,432$37,420$18,710iApproximate average salary by contribution assumption: employee only about $467,750 at 4% or $311,833 at 6%; with 50% employer match about $311,833 at 4% or $207,889 at 6%; with 100% employer match about $233,875 at 4% or $155,917 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2$274,432$37,420$18,710iApproximate average salary by contribution assumption: employee only about $467,750 at 4% or $311,833 at 6%; with 50% employer match about $311,833 at 4% or $207,889 at 6%; with 100% employer match about $233,875 at 4% or $155,917 at 6%.
200812$0$0-
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2---
200712$0$0-
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2---
200612$175,313$44,502$22,251iApproximate average salary by contribution assumption: employee only about $556,275 at 4% or $370,850 at 6%; with 50% employer match about $370,850 at 4% or $247,233 at 6%; with 100% employer match about $278,138 at 4% or $185,425 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2$175,313$44,502$22,251iApproximate average salary by contribution assumption: employee only about $556,275 at 4% or $370,850 at 6%; with 50% employer match about $370,850 at 4% or $247,233 at 6%; with 100% employer match about $278,138 at 4% or $185,425 at 6%.
200512$108,317$43,542$21,771iApproximate average salary by contribution assumption: employee only about $544,275 at 4% or $362,850 at 6%; with 50% employer match about $362,850 at 4% or $241,900 at 6%; with 100% employer match about $272,138 at 4% or $181,425 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2$108,317$43,542$21,771iApproximate average salary by contribution assumption: employee only about $544,275 at 4% or $362,850 at 6%; with 50% employer match about $362,850 at 4% or $241,900 at 6%; with 100% employer match about $272,138 at 4% or $181,425 at 6%.
200412$59,615$28,712$14,356iApproximate average salary by contribution assumption: employee only about $358,900 at 4% or $239,267 at 6%; with 50% employer match about $239,267 at 4% or $159,511 at 6%; with 100% employer match about $179,450 at 4% or $119,633 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2$59,615$28,712$14,356iApproximate average salary by contribution assumption: employee only about $358,900 at 4% or $239,267 at 6%; with 50% employer match about $239,267 at 4% or $159,511 at 6%; with 100% employer match about $179,450 at 4% or $119,633 at 6%.
200312$26,880$26,880$13,440iApproximate average salary by contribution assumption: employee only about $336,000 at 4% or $224,000 at 6%; with 50% employer match about $224,000 at 4% or $149,333 at 6%; with 100% employer match about $168,000 at 4% or $112,000 at 6%.
Kelsey & Jo Orthodontics PC. 401(K) Profit Sharing Plan-2$26,880$26,880$13,440iApproximate average salary by contribution assumption: employee only about $336,000 at 4% or $224,000 at 6%; with 50% employer match about $224,000 at 4% or $149,333 at 6%; with 100% employer match about $168,000 at 4% or $112,000 at 6%.