Civic Intelligence

James W. Koglin, Dds LLC

Plan context: James W. Koglin, Dds LLC, 401K Plan

EIN 54-2178018 • Newburyport, MA • 30 filings • 4 plans

76 Curzon Mill RdNewburyport, MA 01950
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,524,508

2024 Contributions

$312,039

Historical Graphs

Total Assets Over Time

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

$5,524,508$2,762,254$0200620162024YearValue
$5,524,508Latest year 2024

Participants Over Time

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

1050200620152024YearValue
10Latest year 2024

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
2024210$5,524,508$312,039$31,204iApproximate average salary by contribution assumption: employee only about $780,098 at 4% or $520,065 at 6%; with 50% employer match about $520,065 at 4% or $346,710 at 6%; with 100% employer match about $390,049 at 4% or $260,033 at 6%.
James W. Koglin, Dds LLC, 401K Plan-6$3,036,947$90,737$15,123iApproximate average salary by contribution assumption: employee only about $378,071 at 4% or $252,047 at 6%; with 50% employer match about $252,047 at 4% or $168,031 at 6%; with 100% employer match about $189,035 at 4% or $126,024 at 6%.
James W. Koglin, Dds LLC Retirement Plan-10$2,487,561$221,302$22,130iApproximate average salary by contribution assumption: employee only about $553,255 at 4% or $368,837 at 6%; with 50% employer match about $368,837 at 4% or $245,891 at 6%; with 100% employer match about $276,628 at 4% or $184,418 at 6%.
2023210$4,908,649$303,431$30,343iApproximate average salary by contribution assumption: employee only about $758,578 at 4% or $505,718 at 6%; with 50% employer match about $505,718 at 4% or $337,146 at 6%; with 100% employer match about $379,289 at 4% or $252,859 at 6%.
James W. Koglin, Dds LLC, 401K Plan-9$2,794,579$91,289$10,143iApproximate average salary by contribution assumption: employee only about $253,581 at 4% or $169,054 at 6%; with 50% employer match about $169,054 at 4% or $112,702 at 6%; with 100% employer match about $126,790 at 4% or $84,527 at 6%.
James W. Koglin, Dds LLC Retirement Plan-10$2,114,070$212,142$21,214iApproximate average salary by contribution assumption: employee only about $530,355 at 4% or $353,570 at 6%; with 50% employer match about $353,570 at 4% or $235,713 at 6%; with 100% employer match about $265,178 at 4% or $176,785 at 6%.
202228$4,125,063$290,338$36,292iApproximate average salary by contribution assumption: employee only about $907,306 at 4% or $604,871 at 6%; with 50% employer match about $604,871 at 4% or $403,247 at 6%; with 100% employer match about $453,653 at 4% or $302,435 at 6%.
James W. Koglin, Dds LLC, 401K Plan-8$2,391,583$80,338$10,042iApproximate average salary by contribution assumption: employee only about $251,056 at 4% or $167,371 at 6%; with 50% employer match about $167,371 at 4% or $111,581 at 6%; with 100% employer match about $125,528 at 4% or $83,685 at 6%.
James W. Koglin, Dds LLC Retirement Plan-5$1,733,480$210,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
202128$4,538,469$246,256$30,782iApproximate average salary by contribution assumption: employee only about $769,550 at 4% or $513,033 at 6%; with 50% employer match about $513,033 at 4% or $342,022 at 6%; with 100% employer match about $384,775 at 4% or $256,517 at 6%.
James W. Koglin, Dds LLC, 401K Plan-7$2,789,921$96,256$13,751iApproximate average salary by contribution assumption: employee only about $343,771 at 4% or $229,181 at 6%; with 50% employer match about $229,181 at 4% or $152,787 at 6%; with 100% employer match about $171,886 at 4% or $114,590 at 6%.
James W. Koglin, Dds LLC Retirement Plan-8$1,748,548$150,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
202028$3,786,956$540,717$67,590iApproximate average salary by contribution assumption: employee only about $1,689,741 at 4% or $1,126,494 at 6%; with 50% employer match about $1,126,494 at 4% or $750,996 at 6%; with 100% employer match about $844,870 at 4% or $563,247 at 6%.
James W. Koglin, Dds LLC, 401K Plan-8$2,446,101$540,717$67,590iApproximate average salary by contribution assumption: employee only about $1,689,741 at 4% or $1,126,494 at 6%; with 50% employer match about $1,126,494 at 4% or $750,996 at 6%; with 100% employer match about $844,870 at 4% or $563,247 at 6%.
James W. Koglin, Dds LLC Retirement Plan-8$1,340,855--
201928$3,057,917$272,531$34,066iApproximate average salary by contribution assumption: employee only about $851,659 at 4% or $567,773 at 6%; with 50% employer match about $567,773 at 4% or $378,515 at 6%; with 100% employer match about $425,830 at 4% or $283,886 at 6%.
James W. Koglin, Dds LLC, 401K Plan-8$1,823,431$82,940$10,368iApproximate average salary by contribution assumption: employee only about $259,188 at 4% or $172,792 at 6%; with 50% employer match about $172,792 at 4% or $115,194 at 6%; with 100% employer match about $129,594 at 4% or $86,396 at 6%.
James W. Koglin, Dds LLC Retirement Plan-8$1,234,486$189,591$23,699iApproximate average salary by contribution assumption: employee only about $592,472 at 4% or $394,981 at 6%; with 50% employer match about $394,981 at 4% or $263,321 at 6%; with 100% employer match about $296,236 at 4% or $197,491 at 6%.
201828$2,274,668$254,503$31,813iApproximate average salary by contribution assumption: employee only about $795,322 at 4% or $530,215 at 6%; with 50% employer match about $530,215 at 4% or $353,476 at 6%; with 100% employer match about $397,661 at 4% or $265,107 at 6%.
James W. Koglin, Dds LLC, 401K Plan-8$1,445,852$73,395$9,174iApproximate average salary by contribution assumption: employee only about $229,359 at 4% or $152,906 at 6%; with 50% employer match about $152,906 at 4% or $101,938 at 6%; with 100% employer match about $114,680 at 4% or $76,453 at 6%.
James W. Koglin, Dds LLC Retirement Plan-8$828,816$181,108$22,639iApproximate average salary by contribution assumption: employee only about $565,963 at 4% or $377,308 at 6%; with 50% employer match about $377,308 at 4% or $251,539 at 6%; with 100% employer match about $282,981 at 4% or $188,654 at 6%.
201728$2,158,207$327,640$40,955iApproximate average salary by contribution assumption: employee only about $1,023,875 at 4% or $682,583 at 6%; with 50% employer match about $682,583 at 4% or $455,056 at 6%; with 100% employer match about $511,938 at 4% or $341,292 at 6%.
James W. Koglin, Dds LLC, 401K Plan-8$1,458,245$77,640$9,705iApproximate average salary by contribution assumption: employee only about $242,625 at 4% or $161,750 at 6%; with 50% employer match about $161,750 at 4% or $107,833 at 6%; with 100% employer match about $121,313 at 4% or $80,875 at 6%.
James W. Koglin, Dds LLC Retirement Plan-8$699,962$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
201627$1,532,375$310,374$44,339iApproximate average salary by contribution assumption: employee only about $1,108,479 at 4% or $738,986 at 6%; with 50% employer match about $738,986 at 4% or $492,657 at 6%; with 100% employer match about $554,239 at 4% or $369,493 at 6%.
James W. Koglin, Dds LLC, 401K Plan-7$1,126,561$85,374$12,196iApproximate average salary by contribution assumption: employee only about $304,907 at 4% or $203,271 at 6%; with 50% employer match about $203,271 at 4% or $135,514 at 6%; with 100% employer match about $152,454 at 4% or $101,636 at 6%.
James W. Koglin, Dds LLC Retirement Plan-7$405,814$225,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
201537$1,311,452$430,086$61,441iApproximate average salary by contribution assumption: employee only about $1,536,021 at 4% or $1,024,014 at 6%; with 50% employer match about $1,024,014 at 4% or $682,676 at 6%; with 100% employer match about $768,011 at 4% or $512,007 at 6%.
James W. Koglin, Dds LLC, 401K Plan-5$961,810$80,444$16,089iApproximate average salary by contribution assumption: employee only about $402,220 at 4% or $268,147 at 6%; with 50% employer match about $268,147 at 4% or $178,764 at 6%; with 100% employer match about $201,110 at 4% or $134,073 at 6%.
James W. Koglin, Dds LLC Retirement Plan-7$174,821$174,821$24,974iApproximate average salary by contribution assumption: employee only about $624,361 at 4% or $416,240 at 6%; with 50% employer match about $416,240 at 4% or $277,494 at 6%; with 100% employer match about $312,180 at 4% or $208,120 at 6%.
James W. Koglin, Dds LLC Retirement Plan-7$174,821$174,821$24,974iApproximate average salary by contribution assumption: employee only about $624,361 at 4% or $416,240 at 6%; with 50% employer match about $416,240 at 4% or $277,494 at 6%; with 100% employer match about $312,180 at 4% or $208,120 at 6%.
201417$869,785$93,516$13,359iApproximate average salary by contribution assumption: employee only about $333,986 at 4% or $222,657 at 6%; with 50% employer match about $222,657 at 4% or $148,438 at 6%; with 100% employer match about $166,993 at 4% or $111,329 at 6%.
James W. Koglin, Dds LLC, 401K Plan-7$869,785$93,516$13,359iApproximate average salary by contribution assumption: employee only about $333,986 at 4% or $222,657 at 6%; with 50% employer match about $222,657 at 4% or $148,438 at 6%; with 100% employer match about $166,993 at 4% or $111,329 at 6%.
201316$723,292$87,614$14,602iApproximate average salary by contribution assumption: employee only about $365,058 at 4% or $243,372 at 6%; with 50% employer match about $243,372 at 4% or $162,248 at 6%; with 100% employer match about $182,529 at 4% or $121,686 at 6%.
James W. Koglin, Dds LLC, 401K Plan-6$723,292$87,614$14,602iApproximate average salary by contribution assumption: employee only about $365,058 at 4% or $243,372 at 6%; with 50% employer match about $243,372 at 4% or $162,248 at 6%; with 100% employer match about $182,529 at 4% or $121,686 at 6%.
201217$501,410$89,295$12,756iApproximate average salary by contribution assumption: employee only about $318,911 at 4% or $212,607 at 6%; with 50% employer match about $212,607 at 4% or $141,738 at 6%; with 100% employer match about $159,455 at 4% or $106,304 at 6%.
James W. Koglin, Dds LLC, 401K Plan-7$501,410$89,295$12,756iApproximate average salary by contribution assumption: employee only about $318,911 at 4% or $212,607 at 6%; with 50% employer match about $212,607 at 4% or $141,738 at 6%; with 100% employer match about $159,455 at 4% or $106,304 at 6%.
201114$361,915$79,004$19,751iApproximate average salary by contribution assumption: employee only about $493,775 at 4% or $329,183 at 6%; with 50% employer match about $329,183 at 4% or $219,456 at 6%; with 100% employer match about $246,888 at 4% or $164,592 at 6%.
James W. Koglin, Dds LLC, 401K Plan-4$361,915$79,004$19,751iApproximate average salary by contribution assumption: employee only about $493,775 at 4% or $329,183 at 6%; with 50% employer match about $329,183 at 4% or $219,456 at 6%; with 100% employer match about $246,888 at 4% or $164,592 at 6%.
201015$294,375$84,938$16,988iApproximate average salary by contribution assumption: employee only about $424,690 at 4% or $283,127 at 6%; with 50% employer match about $283,127 at 4% or $188,751 at 6%; with 100% employer match about $212,345 at 4% or $141,563 at 6%.
James W. Koglin, Dds LLC, 401K Plan-5$294,375$84,938$16,988iApproximate average salary by contribution assumption: employee only about $424,690 at 4% or $283,127 at 6%; with 50% employer match about $283,127 at 4% or $188,751 at 6%; with 100% employer match about $212,345 at 4% or $141,563 at 6%.
200914$204,589$58,750$14,688iApproximate average salary by contribution assumption: employee only about $367,188 at 4% or $244,792 at 6%; with 50% employer match about $244,792 at 4% or $163,194 at 6%; with 100% employer match about $183,594 at 4% or $122,396 at 6%.
James W. Koglin, Dds LLC, 401K Plan-4$204,589$58,750$14,688iApproximate average salary by contribution assumption: employee only about $367,188 at 4% or $244,792 at 6%; with 50% employer match about $244,792 at 4% or $163,194 at 6%; with 100% employer match about $183,594 at 4% or $122,396 at 6%.
200815$102,139$46,388$9,278iApproximate average salary by contribution assumption: employee only about $231,940 at 4% or $154,627 at 6%; with 50% employer match about $154,627 at 4% or $103,084 at 6%; with 100% employer match about $115,970 at 4% or $77,313 at 6%.
James W. Koglin, Dds LLC, 401K Plan-5$102,139$46,388$9,278iApproximate average salary by contribution assumption: employee only about $231,940 at 4% or $154,627 at 6%; with 50% employer match about $154,627 at 4% or $103,084 at 6%; with 100% employer match about $115,970 at 4% or $77,313 at 6%.
200715$0$0-
James W. Koglin, Dds LLC, 401K Plan-5---
200616$46,450$45,081$7,514iApproximate average salary by contribution assumption: employee only about $187,838 at 4% or $125,225 at 6%; with 50% employer match about $125,225 at 4% or $83,483 at 6%; with 100% employer match about $93,919 at 4% or $62,613 at 6%.
James W. Koglin, Dds LLC, 401K Plan-6$46,450$45,081$7,514iApproximate average salary by contribution assumption: employee only about $187,838 at 4% or $125,225 at 6%; with 50% employer match about $125,225 at 4% or $83,483 at 6%; with 100% employer match about $93,919 at 4% or $62,613 at 6%.