Civic Intelligence

Kellie a Sanzone Dds PLLC

Plan context: Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan

EIN 47-3641543 • Watertown, NY • 8 filings • 1 plans

19674 Hillside DriveWatertown, NY 13601-0000
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$3,123,537

2022 Contributions

$64,500

Historical Graphs

Total Assets Over Time

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

$3,679,835$1,839,918$0201520182021YearValue
$3,123,537Latest year 2021

Participants Over Time

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

1050201520182021YearValue
1Latest year 2021

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
202210$0$0-
Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan-0$0--
202111$3,123,537$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan-1$3,123,537$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
202014$2,708,556$63,500$15,875iApproximate average salary by contribution assumption: employee only about $396,875 at 4% or $264,583 at 6%; with 50% employer match about $264,583 at 4% or $176,389 at 6%; with 100% employer match about $198,438 at 4% or $132,292 at 6%.
Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan-4$2,708,556$63,500$15,875iApproximate average salary by contribution assumption: employee only about $396,875 at 4% or $264,583 at 6%; with 50% employer match about $264,583 at 4% or $176,389 at 6%; with 100% employer match about $198,438 at 4% or $132,292 at 6%.
201919$3,679,835$737,975$81,997iApproximate average salary by contribution assumption: employee only about $2,049,931 at 4% or $1,366,620 at 6%; with 50% employer match about $1,366,620 at 4% or $911,080 at 6%; with 100% employer match about $1,024,965 at 4% or $683,310 at 6%.
Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan-9$3,679,835$737,975$81,997iApproximate average salary by contribution assumption: employee only about $2,049,931 at 4% or $1,366,620 at 6%; with 50% employer match about $1,366,620 at 4% or $911,080 at 6%; with 100% employer match about $1,024,965 at 4% or $683,310 at 6%.
201819$3,076,487$93,422$10,380iApproximate average salary by contribution assumption: employee only about $259,506 at 4% or $173,004 at 6%; with 50% employer match about $173,004 at 4% or $115,336 at 6%; with 100% employer match about $129,753 at 4% or $86,502 at 6%.
Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan-9$3,076,487$93,422$10,380iApproximate average salary by contribution assumption: employee only about $259,506 at 4% or $173,004 at 6%; with 50% employer match about $173,004 at 4% or $115,336 at 6%; with 100% employer match about $129,753 at 4% or $86,502 at 6%.
201719$3,138,605$119,736$13,304iApproximate average salary by contribution assumption: employee only about $332,600 at 4% or $221,733 at 6%; with 50% employer match about $221,733 at 4% or $147,822 at 6%; with 100% employer match about $166,300 at 4% or $110,867 at 6%.
Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan-9$3,138,605$119,736$13,304iApproximate average salary by contribution assumption: employee only about $332,600 at 4% or $221,733 at 6%; with 50% employer match about $221,733 at 4% or $147,822 at 6%; with 100% employer match about $166,300 at 4% or $110,867 at 6%.
2016110$2,703,695$101,241$10,124iApproximate average salary by contribution assumption: employee only about $253,103 at 4% or $168,735 at 6%; with 50% employer match about $168,735 at 4% or $112,490 at 6%; with 100% employer match about $126,551 at 4% or $84,368 at 6%.
Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan-10$2,703,695$101,241$10,124iApproximate average salary by contribution assumption: employee only about $253,103 at 4% or $168,735 at 6%; with 50% employer match about $168,735 at 4% or $112,490 at 6%; with 100% employer match about $126,551 at 4% or $84,368 at 6%.
201519$2,379,810$111,109$12,345iApproximate average salary by contribution assumption: employee only about $308,636 at 4% or $205,757 at 6%; with 50% employer match about $205,757 at 4% or $137,172 at 6%; with 100% employer match about $154,318 at 4% or $102,879 at 6%.
Kellie a Sanzone Dds PLLC 401(K) Profit Sharing Plan-9$2,379,810$111,109$12,345iApproximate average salary by contribution assumption: employee only about $308,636 at 4% or $205,757 at 6%; with 50% employer match about $205,757 at 4% or $137,172 at 6%; with 100% employer match about $154,318 at 4% or $102,879 at 6%.