Civic Intelligence

Steven E Hallgren, Dds, Ms PC

Plan context: Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust

EIN 38-2449748 • Kalamazoo, MI • 20 filings • 3 plans

8289 Glenwynd DrKalamazoo, MI 49009-9680
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$3,024,957

2018 Contributions

$32,996

Historical Graphs

Total Assets Over Time

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

$3,024,957$1,512,479$0199920092017YearValue
$3,024,957Latest year 2017

Participants Over Time

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

950199920082017YearValue
7Latest year 2017

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
201810$0$32,996-
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-0$0$32,996-
201717$3,024,957$75,355$10,765iApproximate average salary by contribution assumption: employee only about $269,125 at 4% or $179,417 at 6%; with 50% employer match about $179,417 at 4% or $119,611 at 6%; with 100% employer match about $134,563 at 4% or $89,708 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7$3,024,957$75,355$10,765iApproximate average salary by contribution assumption: employee only about $269,125 at 4% or $179,417 at 6%; with 50% employer match about $179,417 at 4% or $119,611 at 6%; with 100% employer match about $134,563 at 4% or $89,708 at 6%.
201617$2,947,639$51,257$7,322iApproximate average salary by contribution assumption: employee only about $183,061 at 4% or $122,040 at 6%; with 50% employer match about $122,040 at 4% or $81,360 at 6%; with 100% employer match about $91,530 at 4% or $61,020 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7$2,947,639$51,257$7,322iApproximate average salary by contribution assumption: employee only about $183,061 at 4% or $122,040 at 6%; with 50% employer match about $122,040 at 4% or $81,360 at 6%; with 100% employer match about $91,530 at 4% or $61,020 at 6%.
201517$2,619,866$52,008$7,430iApproximate average salary by contribution assumption: employee only about $185,743 at 4% or $123,829 at 6%; with 50% employer match about $123,829 at 4% or $82,552 at 6%; with 100% employer match about $92,871 at 4% or $61,914 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7$2,619,866$52,008$7,430iApproximate average salary by contribution assumption: employee only about $185,743 at 4% or $123,829 at 6%; with 50% employer match about $123,829 at 4% or $82,552 at 6%; with 100% employer match about $92,871 at 4% or $61,914 at 6%.
201417$2,602,507$51,232$7,319iApproximate average salary by contribution assumption: employee only about $182,971 at 4% or $121,981 at 6%; with 50% employer match about $121,981 at 4% or $81,321 at 6%; with 100% employer match about $91,486 at 4% or $60,990 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7$2,602,507$51,232$7,319iApproximate average salary by contribution assumption: employee only about $182,971 at 4% or $121,981 at 6%; with 50% employer match about $121,981 at 4% or $81,321 at 6%; with 100% employer match about $91,486 at 4% or $60,990 at 6%.
201318$2,475,106$50,477$6,310iApproximate average salary by contribution assumption: employee only about $157,741 at 4% or $105,160 at 6%; with 50% employer match about $105,160 at 4% or $70,107 at 6%; with 100% employer match about $78,870 at 4% or $52,580 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-8$2,475,106$50,477$6,310iApproximate average salary by contribution assumption: employee only about $157,741 at 4% or $105,160 at 6%; with 50% employer match about $105,160 at 4% or $70,107 at 6%; with 100% employer match about $78,870 at 4% or $52,580 at 6%.
201218$1,933,697$50,497$6,312iApproximate average salary by contribution assumption: employee only about $157,803 at 4% or $105,202 at 6%; with 50% employer match about $105,202 at 4% or $70,135 at 6%; with 100% employer match about $78,902 at 4% or $52,601 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-8$1,933,697$50,497$6,312iApproximate average salary by contribution assumption: employee only about $157,803 at 4% or $105,202 at 6%; with 50% employer match about $105,202 at 4% or $70,135 at 6%; with 100% employer match about $78,902 at 4% or $52,601 at 6%.
201119$1,731,357$52,812$5,868iApproximate average salary by contribution assumption: employee only about $146,700 at 4% or $97,800 at 6%; with 50% employer match about $97,800 at 4% or $65,200 at 6%; with 100% employer match about $73,350 at 4% or $48,900 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-9$1,731,357$52,812$5,868iApproximate average salary by contribution assumption: employee only about $146,700 at 4% or $97,800 at 6%; with 50% employer match about $97,800 at 4% or $65,200 at 6%; with 100% employer match about $73,350 at 4% or $48,900 at 6%.
201019$1,773,319$52,555$5,839iApproximate average salary by contribution assumption: employee only about $145,986 at 4% or $97,324 at 6%; with 50% employer match about $97,324 at 4% or $64,883 at 6%; with 100% employer match about $72,993 at 4% or $48,662 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-9$1,773,319$52,555$5,839iApproximate average salary by contribution assumption: employee only about $145,986 at 4% or $97,324 at 6%; with 50% employer match about $97,324 at 4% or $64,883 at 6%; with 100% employer match about $72,993 at 4% or $48,662 at 6%.
200919$1,472,260$55,234$6,137iApproximate average salary by contribution assumption: employee only about $153,428 at 4% or $102,285 at 6%; with 50% employer match about $102,285 at 4% or $68,190 at 6%; with 100% employer match about $76,714 at 4% or $51,143 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-9$1,472,260$55,234$6,137iApproximate average salary by contribution assumption: employee only about $153,428 at 4% or $102,285 at 6%; with 50% employer match about $102,285 at 4% or $68,190 at 6%; with 100% employer match about $76,714 at 4% or $51,143 at 6%.
200819$1,130,004$47,865$5,318iApproximate average salary by contribution assumption: employee only about $132,958 at 4% or $88,639 at 6%; with 50% employer match about $88,639 at 4% or $59,093 at 6%; with 100% employer match about $66,479 at 4% or $44,319 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-9$1,130,004$47,865$5,318iApproximate average salary by contribution assumption: employee only about $132,958 at 4% or $88,639 at 6%; with 50% employer match about $88,639 at 4% or $59,093 at 6%; with 100% employer match about $66,479 at 4% or $44,319 at 6%.
200719$0$0-
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-9---
200618$1,463,858$45,792$5,724iApproximate average salary by contribution assumption: employee only about $143,100 at 4% or $95,400 at 6%; with 50% employer match about $95,400 at 4% or $63,600 at 6%; with 100% employer match about $71,550 at 4% or $47,700 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-8$1,463,858$45,792$5,724iApproximate average salary by contribution assumption: employee only about $143,100 at 4% or $95,400 at 6%; with 50% employer match about $95,400 at 4% or $63,600 at 6%; with 100% employer match about $71,550 at 4% or $47,700 at 6%.
200517$1,225,566$41,920$5,989iApproximate average salary by contribution assumption: employee only about $149,714 at 4% or $99,810 at 6%; with 50% employer match about $99,810 at 4% or $66,540 at 6%; with 100% employer match about $74,857 at 4% or $49,905 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7$1,225,566$41,920$5,989iApproximate average salary by contribution assumption: employee only about $149,714 at 4% or $99,810 at 6%; with 50% employer match about $99,810 at 4% or $66,540 at 6%; with 100% employer match about $74,857 at 4% or $49,905 at 6%.
200418$1,071,297$42,407$5,301iApproximate average salary by contribution assumption: employee only about $132,522 at 4% or $88,348 at 6%; with 50% employer match about $88,348 at 4% or $58,899 at 6%; with 100% employer match about $66,261 at 4% or $44,174 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-8$1,071,297$42,407$5,301iApproximate average salary by contribution assumption: employee only about $132,522 at 4% or $88,348 at 6%; with 50% employer match about $88,348 at 4% or $58,899 at 6%; with 100% employer match about $66,261 at 4% or $44,174 at 6%.
200317$887,930$39,320$5,617iApproximate average salary by contribution assumption: employee only about $140,429 at 4% or $93,619 at 6%; with 50% employer match about $93,619 at 4% or $62,413 at 6%; with 100% employer match about $70,214 at 4% or $46,810 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7$887,930$39,320$5,617iApproximate average salary by contribution assumption: employee only about $140,429 at 4% or $93,619 at 6%; with 50% employer match about $93,619 at 4% or $62,413 at 6%; with 100% employer match about $70,214 at 4% or $46,810 at 6%.
200218$708,017$40,796$5,100iApproximate average salary by contribution assumption: employee only about $127,488 at 4% or $84,992 at 6%; with 50% employer match about $84,992 at 4% or $56,661 at 6%; with 100% employer match about $63,744 at 4% or $42,496 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-8$708,017$40,796$5,100iApproximate average salary by contribution assumption: employee only about $127,488 at 4% or $84,992 at 6%; with 50% employer match about $84,992 at 4% or $56,661 at 6%; with 100% employer match about $63,744 at 4% or $42,496 at 6%.
200117$0$0-
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7---
200017$766,493$34,643$4,949iApproximate average salary by contribution assumption: employee only about $123,725 at 4% or $82,483 at 6%; with 50% employer match about $82,483 at 4% or $54,989 at 6%; with 100% employer match about $61,863 at 4% or $41,242 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7$766,493$34,643$4,949iApproximate average salary by contribution assumption: employee only about $123,725 at 4% or $82,483 at 6%; with 50% employer match about $82,483 at 4% or $54,989 at 6%; with 100% employer match about $61,863 at 4% or $41,242 at 6%.
199917$712,482$32,711$4,673iApproximate average salary by contribution assumption: employee only about $116,825 at 4% or $77,883 at 6%; with 50% employer match about $77,883 at 4% or $51,922 at 6%; with 100% employer match about $58,413 at 4% or $38,942 at 6%.
Steven E Hallgren, Dds, Ms PC Profit Sharing Plan & Trust-7$712,482$32,711$4,673iApproximate average salary by contribution assumption: employee only about $116,825 at 4% or $77,883 at 6%; with 50% employer match about $77,883 at 4% or $51,922 at 6%; with 100% employer match about $58,413 at 4% or $38,942 at 6%.