Civic Intelligence

Jeffrey R. Kennedy D.D.S., P.A.

Plan context: Kennedy & Kennedy, Dds 401K Profit Sharing Plan

EIN 56-2003199 • Chapel Hill, NC • 19 filings • 5 plans

1721 E. Franklin St.Chapel Hill, NC 27514
Current Snapshot

Latest Year

2017

2017 Participants

10

2017 Assets

$1,687,801

2017 Contributions

$129,524

Historical Graphs

Total Assets Over Time

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

$1,687,801$843,901$0199920092017YearValue
$1,687,801Latest year 2017

Participants Over Time

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

1160199920082017YearValue
10Latest 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
2017110$1,687,801$129,524$12,952iApproximate average salary by contribution assumption: employee only about $323,810 at 4% or $215,873 at 6%; with 50% employer match about $215,873 at 4% or $143,916 at 6%; with 100% employer match about $161,905 at 4% or $107,937 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-10$1,687,801$129,524$12,952iApproximate average salary by contribution assumption: employee only about $323,810 at 4% or $215,873 at 6%; with 50% employer match about $215,873 at 4% or $143,916 at 6%; with 100% employer match about $161,905 at 4% or $107,937 at 6%.
201618$1,354,455$110,083$13,760iApproximate average salary by contribution assumption: employee only about $344,009 at 4% or $229,340 at 6%; with 50% employer match about $229,340 at 4% or $152,893 at 6%; with 100% employer match about $172,005 at 4% or $114,670 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-8$1,354,455$110,083$13,760iApproximate average salary by contribution assumption: employee only about $344,009 at 4% or $229,340 at 6%; with 50% employer match about $229,340 at 4% or $152,893 at 6%; with 100% employer match about $172,005 at 4% or $114,670 at 6%.
201519$1,292,135$110,015$12,224iApproximate average salary by contribution assumption: employee only about $305,597 at 4% or $203,731 at 6%; with 50% employer match about $203,731 at 4% or $135,821 at 6%; with 100% employer match about $152,799 at 4% or $101,866 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-9$1,292,135$110,015$12,224iApproximate average salary by contribution assumption: employee only about $305,597 at 4% or $203,731 at 6%; with 50% employer match about $203,731 at 4% or $135,821 at 6%; with 100% employer match about $152,799 at 4% or $101,866 at 6%.
2014110$1,256,016$101,687$10,169iApproximate average salary by contribution assumption: employee only about $254,218 at 4% or $169,478 at 6%; with 50% employer match about $169,478 at 4% or $112,986 at 6%; with 100% employer match about $127,109 at 4% or $84,739 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-10$1,256,016$101,687$10,169iApproximate average salary by contribution assumption: employee only about $254,218 at 4% or $169,478 at 6%; with 50% employer match about $169,478 at 4% or $112,986 at 6%; with 100% employer match about $127,109 at 4% or $84,739 at 6%.
2013111$1,120,354$61,881$5,626iApproximate average salary by contribution assumption: employee only about $140,639 at 4% or $93,759 at 6%; with 50% employer match about $93,759 at 4% or $62,506 at 6%; with 100% employer match about $70,319 at 4% or $46,880 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-11$1,120,354$61,881$5,626iApproximate average salary by contribution assumption: employee only about $140,639 at 4% or $93,759 at 6%; with 50% employer match about $93,759 at 4% or $62,506 at 6%; with 100% employer match about $70,319 at 4% or $46,880 at 6%.
201219$921,028$93,961$10,440iApproximate average salary by contribution assumption: employee only about $261,003 at 4% or $174,002 at 6%; with 50% employer match about $174,002 at 4% or $116,001 at 6%; with 100% employer match about $130,501 at 4% or $87,001 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-9$921,028$93,961$10,440iApproximate average salary by contribution assumption: employee only about $261,003 at 4% or $174,002 at 6%; with 50% employer match about $174,002 at 4% or $116,001 at 6%; with 100% employer match about $130,501 at 4% or $87,001 at 6%.
201119$745,536$97,009$10,779iApproximate average salary by contribution assumption: employee only about $269,469 at 4% or $179,646 at 6%; with 50% employer match about $179,646 at 4% or $119,764 at 6%; with 100% employer match about $134,735 at 4% or $89,823 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-9$745,536$97,009$10,779iApproximate average salary by contribution assumption: employee only about $269,469 at 4% or $179,646 at 6%; with 50% employer match about $179,646 at 4% or $119,764 at 6%; with 100% employer match about $134,735 at 4% or $89,823 at 6%.
201019$675,990$59,706$6,634iApproximate average salary by contribution assumption: employee only about $165,850 at 4% or $110,567 at 6%; with 50% employer match about $110,567 at 4% or $73,711 at 6%; with 100% employer match about $82,925 at 4% or $55,283 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-9$675,990$59,706$6,634iApproximate average salary by contribution assumption: employee only about $165,850 at 4% or $110,567 at 6%; with 50% employer match about $110,567 at 4% or $73,711 at 6%; with 100% employer match about $82,925 at 4% or $55,283 at 6%.
200919$561,589$85,140$9,460iApproximate average salary by contribution assumption: employee only about $236,500 at 4% or $157,667 at 6%; with 50% employer match about $157,667 at 4% or $105,111 at 6%; with 100% employer match about $118,250 at 4% or $78,833 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-9$561,589$85,140$9,460iApproximate average salary by contribution assumption: employee only about $236,500 at 4% or $157,667 at 6%; with 50% employer match about $157,667 at 4% or $105,111 at 6%; with 100% employer match about $118,250 at 4% or $78,833 at 6%.
200818$417,672$75,863$9,483iApproximate average salary by contribution assumption: employee only about $237,072 at 4% or $158,048 at 6%; with 50% employer match about $158,048 at 4% or $105,365 at 6%; with 100% employer match about $118,536 at 4% or $79,024 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-8$417,672$75,863$9,483iApproximate average salary by contribution assumption: employee only about $237,072 at 4% or $158,048 at 6%; with 50% employer match about $158,048 at 4% or $105,365 at 6%; with 100% employer match about $118,536 at 4% or $79,024 at 6%.
200717$0$0-
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-7---
2006110$446,961$42,545$4,255iApproximate average salary by contribution assumption: employee only about $106,363 at 4% or $70,908 at 6%; with 50% employer match about $70,908 at 4% or $47,272 at 6%; with 100% employer match about $53,181 at 4% or $35,454 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-10$446,961$42,545$4,255iApproximate average salary by contribution assumption: employee only about $106,363 at 4% or $70,908 at 6%; with 50% employer match about $70,908 at 4% or $47,272 at 6%; with 100% employer match about $53,181 at 4% or $35,454 at 6%.
200518$432,450$80,996$10,125iApproximate average salary by contribution assumption: employee only about $253,113 at 4% or $168,742 at 6%; with 50% employer match about $168,742 at 4% or $112,494 at 6%; with 100% employer match about $126,556 at 4% or $84,371 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-8$432,450$80,996$10,125iApproximate average salary by contribution assumption: employee only about $253,113 at 4% or $168,742 at 6%; with 50% employer match about $168,742 at 4% or $112,494 at 6%; with 100% employer match about $126,556 at 4% or $84,371 at 6%.
200414$366,721$110,700$27,675iApproximate average salary by contribution assumption: employee only about $691,875 at 4% or $461,250 at 6%; with 50% employer match about $461,250 at 4% or $307,500 at 6%; with 100% employer match about $345,938 at 4% or $230,625 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-4$366,721$110,700$27,675iApproximate average salary by contribution assumption: employee only about $691,875 at 4% or $461,250 at 6%; with 50% employer match about $461,250 at 4% or $307,500 at 6%; with 100% employer match about $345,938 at 4% or $230,625 at 6%.
200317$231,921$56,540$8,077iApproximate average salary by contribution assumption: employee only about $201,929 at 4% or $134,619 at 6%; with 50% employer match about $134,619 at 4% or $89,746 at 6%; with 100% employer match about $100,964 at 4% or $67,310 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-7$231,921$56,540$8,077iApproximate average salary by contribution assumption: employee only about $201,929 at 4% or $134,619 at 6%; with 50% employer match about $134,619 at 4% or $89,746 at 6%; with 100% employer match about $100,964 at 4% or $67,310 at 6%.
200215$204,706$66,750$13,350iApproximate average salary by contribution assumption: employee only about $333,750 at 4% or $222,500 at 6%; with 50% employer match about $222,500 at 4% or $148,333 at 6%; with 100% employer match about $166,875 at 4% or $111,250 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-5$204,706$66,750$13,350iApproximate average salary by contribution assumption: employee only about $333,750 at 4% or $222,500 at 6%; with 50% employer match about $222,500 at 4% or $148,333 at 6%; with 100% employer match about $166,875 at 4% or $111,250 at 6%.
2001111$0$0-
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-11---
2000110$348,149$55,180$5,518iApproximate average salary by contribution assumption: employee only about $137,950 at 4% or $91,967 at 6%; with 50% employer match about $91,967 at 4% or $61,311 at 6%; with 100% employer match about $68,975 at 4% or $45,983 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-10$348,149$55,180$5,518iApproximate average salary by contribution assumption: employee only about $137,950 at 4% or $91,967 at 6%; with 50% employer match about $91,967 at 4% or $61,311 at 6%; with 100% employer match about $68,975 at 4% or $45,983 at 6%.
1999110$357,618$70,348$7,035iApproximate average salary by contribution assumption: employee only about $175,870 at 4% or $117,247 at 6%; with 50% employer match about $117,247 at 4% or $78,164 at 6%; with 100% employer match about $87,935 at 4% or $58,623 at 6%.
Kennedy & Kennedy, Dds 401K Profit Sharing Plan-10$357,618$70,348$7,035iApproximate average salary by contribution assumption: employee only about $175,870 at 4% or $117,247 at 6%; with 50% employer match about $117,247 at 4% or $78,164 at 6%; with 100% employer match about $87,935 at 4% or $58,623 at 6%.