Civic Intelligence

Michael a. Kepley, M.D., P.A.

Plan context: Michael a. Kepley, M.D. Profit Sharing Plan & Trust

EIN 56-1643504 • Statesville, NC • 25 filings • 2 plans

427 North Greenbriar RoadStatesville, NC 28625
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$6,662,486

2024 Contributions

$475,310

Historical Graphs

Total Assets Over Time

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

$6,662,486$3,331,243$0199920142024YearValue
$6,662,486Latest year 2024

Participants Over Time

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

1050199920122024YearValue
2Latest 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
202412$6,662,486$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-2$6,662,486--
202312$4,616,934$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-2$4,616,934--
202212$3,861,969$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-2$3,861,969--
202112$5,198,623$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-2$5,198,623--
202012$4,409,010$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-2$4,409,010--
201918$3,376,695$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$3,376,695--
201818$2,651,390$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$2,651,390$0-
201718$2,748,175$475,310$59,414iApproximate average salary by contribution assumption: employee only about $1,485,344 at 4% or $990,229 at 6%; with 50% employer match about $990,229 at 4% or $660,153 at 6%; with 100% employer match about $742,672 at 4% or $495,115 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$2,748,175$475,310$59,414iApproximate average salary by contribution assumption: employee only about $1,485,344 at 4% or $990,229 at 6%; with 50% employer match about $990,229 at 4% or $660,153 at 6%; with 100% employer match about $742,672 at 4% or $495,115 at 6%.
201618$2,272,865$37,037$4,630iApproximate average salary by contribution assumption: employee only about $115,741 at 4% or $77,160 at 6%; with 50% employer match about $77,160 at 4% or $51,440 at 6%; with 100% employer match about $57,870 at 4% or $38,580 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$2,272,865$37,037$4,630iApproximate average salary by contribution assumption: employee only about $115,741 at 4% or $77,160 at 6%; with 50% employer match about $77,160 at 4% or $51,440 at 6%; with 100% employer match about $57,870 at 4% or $38,580 at 6%.
2015110$2,137,012$30,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-10$2,137,012$30,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201418$2,051,283$27,355$3,419iApproximate average salary by contribution assumption: employee only about $85,484 at 4% or $56,990 at 6%; with 50% employer match about $56,990 at 4% or $37,993 at 6%; with 100% employer match about $42,742 at 4% or $28,495 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$2,051,283$27,355$3,419iApproximate average salary by contribution assumption: employee only about $85,484 at 4% or $56,990 at 6%; with 50% employer match about $56,990 at 4% or $37,993 at 6%; with 100% employer match about $42,742 at 4% or $28,495 at 6%.
201318$1,887,443$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$1,887,443$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
201216$1,454,195$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-6$1,454,195--
201118$1,359,660$5,169$646iApproximate average salary by contribution assumption: employee only about $16,153 at 4% or $10,769 at 6%; with 50% employer match about $10,769 at 4% or $7,179 at 6%; with 100% employer match about $8,077 at 4% or $5,384 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$1,359,660$5,169$646iApproximate average salary by contribution assumption: employee only about $16,153 at 4% or $10,769 at 6%; with 50% employer match about $10,769 at 4% or $7,179 at 6%; with 100% employer match about $8,077 at 4% or $5,384 at 6%.
201018$1,364,303$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$1,364,303--
200918$1,188,051$43,517$5,440iApproximate average salary by contribution assumption: employee only about $135,991 at 4% or $90,660 at 6%; with 50% employer match about $90,660 at 4% or $60,440 at 6%; with 100% employer match about $67,995 at 4% or $45,330 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-8$1,188,051$43,517$5,440iApproximate average salary by contribution assumption: employee only about $135,991 at 4% or $90,660 at 6%; with 50% employer match about $90,660 at 4% or $60,440 at 6%; with 100% employer match about $67,995 at 4% or $45,330 at 6%.
200817$0$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-7---
200715$0$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-5---
200614$1,074,864$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-4$1,074,864$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
200515$963,851$33,292$6,658iApproximate average salary by contribution assumption: employee only about $166,460 at 4% or $110,973 at 6%; with 50% employer match about $110,973 at 4% or $73,982 at 6%; with 100% employer match about $83,230 at 4% or $55,487 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-5$963,851$33,292$6,658iApproximate average salary by contribution assumption: employee only about $166,460 at 4% or $110,973 at 6%; with 50% employer match about $110,973 at 4% or $73,982 at 6%; with 100% employer match about $83,230 at 4% or $55,487 at 6%.
200417$867,687$33,000$4,714iApproximate average salary by contribution assumption: employee only about $117,857 at 4% or $78,571 at 6%; with 50% employer match about $78,571 at 4% or $52,381 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-7$867,687$33,000$4,714iApproximate average salary by contribution assumption: employee only about $117,857 at 4% or $78,571 at 6%; with 50% employer match about $78,571 at 4% or $52,381 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%.
200315$756,655$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-5$756,655$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200116$0$0-
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-6---
200015$814,650$40,811$8,162iApproximate average salary by contribution assumption: employee only about $204,055 at 4% or $136,037 at 6%; with 50% employer match about $136,037 at 4% or $90,691 at 6%; with 100% employer match about $102,028 at 4% or $68,018 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-5$814,650$40,811$8,162iApproximate average salary by contribution assumption: employee only about $204,055 at 4% or $136,037 at 6%; with 50% employer match about $136,037 at 4% or $90,691 at 6%; with 100% employer match about $102,028 at 4% or $68,018 at 6%.
199915$912,008$39,309$7,862iApproximate average salary by contribution assumption: employee only about $196,545 at 4% or $131,030 at 6%; with 50% employer match about $131,030 at 4% or $87,353 at 6%; with 100% employer match about $98,273 at 4% or $65,515 at 6%.
Michael a. Kepley, M.D. Profit Sharing Plan & Trust-5$912,008$39,309$7,862iApproximate average salary by contribution assumption: employee only about $196,545 at 4% or $131,030 at 6%; with 50% employer match about $131,030 at 4% or $87,353 at 6%; with 100% employer match about $98,273 at 4% or $65,515 at 6%.