Civic Intelligence

Kelly C. Halverson, Dds PLLC

Plan context: Kelly C. Halverson, Dds 401K Profit Sharing Plan

EIN 46-1739438 • Richardson, TX • 11 filings • 2 plans

1001 E Buckingham Rd Ste 104Richardson, TX 75081
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$11,490

2024 Contributions

$68,928

Historical Graphs

Total Assets Over Time

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

$628,163$314,082$0201420192024YearValue
$11,490Latest year 2024

Participants Over Time

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

320201420192023YearValue
2Latest year 2023

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
202410$11,490$68,928-
Kelly C. Halverson, Dds 401K Profit Sharing Plan-0$11,490$68,928-
202312$628,163$42,989$21,495iApproximate average salary by contribution assumption: employee only about $537,363 at 4% or $358,242 at 6%; with 50% employer match about $358,242 at 4% or $238,828 at 6%; with 100% employer match about $268,681 at 4% or $179,121 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-2$628,163$42,989$21,495iApproximate average salary by contribution assumption: employee only about $537,363 at 4% or $358,242 at 6%; with 50% employer match about $358,242 at 4% or $238,828 at 6%; with 100% employer match about $268,681 at 4% or $179,121 at 6%.
202212$507,311$46,528$23,264iApproximate average salary by contribution assumption: employee only about $581,600 at 4% or $387,733 at 6%; with 50% employer match about $387,733 at 4% or $258,489 at 6%; with 100% employer match about $290,800 at 4% or $193,867 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-2$507,311$46,528$23,264iApproximate average salary by contribution assumption: employee only about $581,600 at 4% or $387,733 at 6%; with 50% employer match about $387,733 at 4% or $258,489 at 6%; with 100% employer match about $290,800 at 4% or $193,867 at 6%.
202112$574,264$18,611$9,306iApproximate average salary by contribution assumption: employee only about $232,638 at 4% or $155,092 at 6%; with 50% employer match about $155,092 at 4% or $103,394 at 6%; with 100% employer match about $116,319 at 4% or $77,546 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-2$574,264$18,611$9,306iApproximate average salary by contribution assumption: employee only about $232,638 at 4% or $155,092 at 6%; with 50% employer match about $155,092 at 4% or $103,394 at 6%; with 100% employer match about $116,319 at 4% or $77,546 at 6%.
202013$460,542$51,167$17,056iApproximate average salary by contribution assumption: employee only about $426,392 at 4% or $284,261 at 6%; with 50% employer match about $284,261 at 4% or $189,507 at 6%; with 100% employer match about $213,196 at 4% or $142,131 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-3$460,542$51,167$17,056iApproximate average salary by contribution assumption: employee only about $426,392 at 4% or $284,261 at 6%; with 50% employer match about $284,261 at 4% or $189,507 at 6%; with 100% employer match about $213,196 at 4% or $142,131 at 6%.
201913$357,843$61,882$20,627iApproximate average salary by contribution assumption: employee only about $515,683 at 4% or $343,789 at 6%; with 50% employer match about $343,789 at 4% or $229,193 at 6%; with 100% employer match about $257,842 at 4% or $171,894 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-3$357,843$61,882$20,627iApproximate average salary by contribution assumption: employee only about $515,683 at 4% or $343,789 at 6%; with 50% employer match about $343,789 at 4% or $229,193 at 6%; with 100% employer match about $257,842 at 4% or $171,894 at 6%.
201812$237,014$23,125$11,563iApproximate average salary by contribution assumption: employee only about $289,063 at 4% or $192,708 at 6%; with 50% employer match about $192,708 at 4% or $128,472 at 6%; with 100% employer match about $144,531 at 4% or $96,354 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-2$237,014$23,125$11,563iApproximate average salary by contribution assumption: employee only about $289,063 at 4% or $192,708 at 6%; with 50% employer match about $192,708 at 4% or $128,472 at 6%; with 100% employer match about $144,531 at 4% or $96,354 at 6%.
201712$243,407$57,107$28,554iApproximate average salary by contribution assumption: employee only about $713,838 at 4% or $475,892 at 6%; with 50% employer match about $475,892 at 4% or $317,261 at 6%; with 100% employer match about $356,919 at 4% or $237,946 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-2$243,407$57,107$28,554iApproximate average salary by contribution assumption: employee only about $713,838 at 4% or $475,892 at 6%; with 50% employer match about $475,892 at 4% or $317,261 at 6%; with 100% employer match about $356,919 at 4% or $237,946 at 6%.
201612$158,691$32,530$16,265iApproximate average salary by contribution assumption: employee only about $406,625 at 4% or $271,083 at 6%; with 50% employer match about $271,083 at 4% or $180,722 at 6%; with 100% employer match about $203,313 at 4% or $135,542 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-2$158,691$32,530$16,265iApproximate average salary by contribution assumption: employee only about $406,625 at 4% or $271,083 at 6%; with 50% employer match about $271,083 at 4% or $180,722 at 6%; with 100% employer match about $203,313 at 4% or $135,542 at 6%.
201511$120,153$30,453$30,453iApproximate average salary by contribution assumption: employee only about $761,325 at 4% or $507,550 at 6%; with 50% employer match about $507,550 at 4% or $338,367 at 6%; with 100% employer match about $380,663 at 4% or $253,775 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-1$120,153$30,453$30,453iApproximate average salary by contribution assumption: employee only about $761,325 at 4% or $507,550 at 6%; with 50% employer match about $507,550 at 4% or $338,367 at 6%; with 100% employer match about $380,663 at 4% or $253,775 at 6%.
201412$94,225$54,632$27,316iApproximate average salary by contribution assumption: employee only about $682,900 at 4% or $455,267 at 6%; with 50% employer match about $455,267 at 4% or $303,511 at 6%; with 100% employer match about $341,450 at 4% or $227,633 at 6%.
Kelly C. Halverson, Dds 401K Profit Sharing Plan-2$94,225$54,632$27,316iApproximate average salary by contribution assumption: employee only about $682,900 at 4% or $455,267 at 6%; with 50% employer match about $455,267 at 4% or $303,511 at 6%; with 100% employer match about $341,450 at 4% or $227,633 at 6%.