Civic Intelligence

Kevin K. Schultz, D.D.S. PC.

Plan context: Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust

EIN 37-1316500 • Bloomington, IL • 14 filings • 2 plans

8973 Tam-o-shanter DriveBloomington, IL 61705
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$1,607,983

2021 Contributions

$72,663

Historical Graphs

Total Assets Over Time

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

$1,607,983$803,992$0200820142020YearValue
$1,607,983Latest year 2020

Participants Over Time

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

950200820142020YearValue
9Latest year 2020

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
202110$0$72,663-
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-0$0$72,663-
202019$1,607,983$77,014$8,557iApproximate average salary by contribution assumption: employee only about $213,928 at 4% or $142,619 at 6%; with 50% employer match about $142,619 at 4% or $95,079 at 6%; with 100% employer match about $106,964 at 4% or $71,309 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-9$1,607,983$77,014$8,557iApproximate average salary by contribution assumption: employee only about $213,928 at 4% or $142,619 at 6%; with 50% employer match about $142,619 at 4% or $95,079 at 6%; with 100% employer match about $106,964 at 4% or $71,309 at 6%.
201918$1,347,652$55,549$6,944iApproximate average salary by contribution assumption: employee only about $173,591 at 4% or $115,727 at 6%; with 50% employer match about $115,727 at 4% or $77,151 at 6%; with 100% employer match about $86,795 at 4% or $57,864 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-8$1,347,652$55,549$6,944iApproximate average salary by contribution assumption: employee only about $173,591 at 4% or $115,727 at 6%; with 50% employer match about $115,727 at 4% or $77,151 at 6%; with 100% employer match about $86,795 at 4% or $57,864 at 6%.
201817$1,073,391$48,270$6,896iApproximate average salary by contribution assumption: employee only about $172,393 at 4% or $114,929 at 6%; with 50% employer match about $114,929 at 4% or $76,619 at 6%; with 100% employer match about $86,196 at 4% or $57,464 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-7$1,073,391$48,270$6,896iApproximate average salary by contribution assumption: employee only about $172,393 at 4% or $114,929 at 6%; with 50% employer match about $114,929 at 4% or $76,619 at 6%; with 100% employer match about $86,196 at 4% or $57,464 at 6%.
201717$1,076,836$75,960$10,851iApproximate average salary by contribution assumption: employee only about $271,286 at 4% or $180,857 at 6%; with 50% employer match about $180,857 at 4% or $120,571 at 6%; with 100% employer match about $135,643 at 4% or $90,429 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-7$1,076,836$75,960$10,851iApproximate average salary by contribution assumption: employee only about $271,286 at 4% or $180,857 at 6%; with 50% employer match about $180,857 at 4% or $120,571 at 6%; with 100% employer match about $135,643 at 4% or $90,429 at 6%.
201617$851,657$73,977$10,568iApproximate average salary by contribution assumption: employee only about $264,204 at 4% or $176,136 at 6%; with 50% employer match about $176,136 at 4% or $117,424 at 6%; with 100% employer match about $132,102 at 4% or $88,068 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-7$851,657$73,977$10,568iApproximate average salary by contribution assumption: employee only about $264,204 at 4% or $176,136 at 6%; with 50% employer match about $176,136 at 4% or $117,424 at 6%; with 100% employer match about $132,102 at 4% or $88,068 at 6%.
201518$726,729$71,742$8,968iApproximate average salary by contribution assumption: employee only about $224,194 at 4% or $149,463 at 6%; with 50% employer match about $149,463 at 4% or $99,642 at 6%; with 100% employer match about $112,097 at 4% or $74,731 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-8$726,729$71,742$8,968iApproximate average salary by contribution assumption: employee only about $224,194 at 4% or $149,463 at 6%; with 50% employer match about $149,463 at 4% or $99,642 at 6%; with 100% employer match about $112,097 at 4% or $74,731 at 6%.
201417$637,610$68,975$9,854iApproximate average salary by contribution assumption: employee only about $246,339 at 4% or $164,226 at 6%; with 50% employer match about $164,226 at 4% or $109,484 at 6%; with 100% employer match about $123,170 at 4% or $82,113 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-7$637,610$68,975$9,854iApproximate average salary by contribution assumption: employee only about $246,339 at 4% or $164,226 at 6%; with 50% employer match about $164,226 at 4% or $109,484 at 6%; with 100% employer match about $123,170 at 4% or $82,113 at 6%.
201317$542,784$67,913$9,702iApproximate average salary by contribution assumption: employee only about $242,546 at 4% or $161,698 at 6%; with 50% employer match about $161,698 at 4% or $107,798 at 6%; with 100% employer match about $121,273 at 4% or $80,849 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-7$542,784$67,913$9,702iApproximate average salary by contribution assumption: employee only about $242,546 at 4% or $161,698 at 6%; with 50% employer match about $161,698 at 4% or $107,798 at 6%; with 100% employer match about $121,273 at 4% or $80,849 at 6%.
201216$381,878$65,013$10,836iApproximate average salary by contribution assumption: employee only about $270,888 at 4% or $180,592 at 6%; with 50% employer match about $180,592 at 4% or $120,394 at 6%; with 100% employer match about $135,444 at 4% or $90,296 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-6$381,878$65,013$10,836iApproximate average salary by contribution assumption: employee only about $270,888 at 4% or $180,592 at 6%; with 50% employer match about $180,592 at 4% or $120,394 at 6%; with 100% employer match about $135,444 at 4% or $90,296 at 6%.
201117$276,137$63,245$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,583 at 6%; with 50% employer match about $150,583 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-7$276,137$63,245$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,583 at 6%; with 50% employer match about $150,583 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
201018$230,376$63,490$7,936iApproximate average salary by contribution assumption: employee only about $198,406 at 4% or $132,271 at 6%; with 50% employer match about $132,271 at 4% or $88,181 at 6%; with 100% employer match about $99,203 at 4% or $66,135 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-8$230,376$63,490$7,936iApproximate average salary by contribution assumption: employee only about $198,406 at 4% or $132,271 at 6%; with 50% employer match about $132,271 at 4% or $88,181 at 6%; with 100% employer match about $99,203 at 4% or $66,135 at 6%.
200918$163,481$67,667$8,458iApproximate average salary by contribution assumption: employee only about $211,459 at 4% or $140,973 at 6%; with 50% employer match about $140,973 at 4% or $93,982 at 6%; with 100% employer match about $105,730 at 4% or $70,486 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-8$163,481$67,667$8,458iApproximate average salary by contribution assumption: employee only about $211,459 at 4% or $140,973 at 6%; with 50% employer match about $140,973 at 4% or $93,982 at 6%; with 100% employer match about $105,730 at 4% or $70,486 at 6%.
200819$75,033$92,727$10,303iApproximate average salary by contribution assumption: employee only about $257,575 at 4% or $171,717 at 6%; with 50% employer match about $171,717 at 4% or $114,478 at 6%; with 100% employer match about $128,788 at 4% or $85,858 at 6%.
Kevin K. Schultz, D.D.S. PC. 401(K) Profit-Sharing Plan & Trust-9$75,033$92,727$10,303iApproximate average salary by contribution assumption: employee only about $257,575 at 4% or $171,717 at 6%; with 50% employer match about $171,717 at 4% or $114,478 at 6%; with 100% employer match about $128,788 at 4% or $85,858 at 6%.