Civic Intelligence

Kalish & Ward, P.A.

Plan context: Kalish & Ward 401K Profit Sharing Plan

EIN 59-3024711 • 19 filings • 7 plans

Current Snapshot

Latest Year

2007

2007 Participants

17

2007 Assets

$5,296,310

2007 Contributions

$76,115

Historical Graphs

Total Assets Over Time

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

$5,296,310$2,648,155$0199920032006YearValue
$5,296,310Latest year 2006

Participants Over Time

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

27140199920022005YearValue
17Latest year 2005

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
200720$0$0-
Ward Rovell Pension Plan-0---
Kalish & Ward 401K Profit Sharing Plan-0---
200620$5,296,310$76,115-
Kalish & Ward 401K Profit Sharing Plan-0$4,723,644$76,115-
Ward Rovell Pension Plan-0$572,666--
2005217$4,712,300$365,208$21,483iApproximate average salary by contribution assumption: employee only about $537,071 at 4% or $358,047 at 6%; with 50% employer match about $358,047 at 4% or $238,698 at 6%; with 100% employer match about $268,535 at 4% or $179,024 at 6%.
Kalish & Ward 401K Profit Sharing Plan-17$4,176,882$267,918$15,760iApproximate average salary by contribution assumption: employee only about $393,997 at 4% or $262,665 at 6%; with 50% employer match about $262,665 at 4% or $175,110 at 6%; with 100% employer match about $196,999 at 4% or $131,332 at 6%.
Ward Rovell Pension Plan-10$535,418$97,290$9,729iApproximate average salary by contribution assumption: employee only about $243,225 at 4% or $162,150 at 6%; with 50% employer match about $162,150 at 4% or $108,100 at 6%; with 100% employer match about $121,613 at 4% or $81,075 at 6%.
2004221$4,337,746$385,520$18,358iApproximate average salary by contribution assumption: employee only about $458,952 at 4% or $305,968 at 6%; with 50% employer match about $305,968 at 4% or $203,979 at 6%; with 100% employer match about $229,476 at 4% or $152,984 at 6%.
Kalish & Ward 401K Profit Sharing Plan-21$3,888,856$302,378$14,399iApproximate average salary by contribution assumption: employee only about $359,974 at 4% or $239,983 at 6%; with 50% employer match about $239,983 at 4% or $159,988 at 6%; with 100% employer match about $179,987 at 4% or $119,991 at 6%.
Ward Rovell Pension Plan-11$448,890$83,142$7,558iApproximate average salary by contribution assumption: employee only about $188,959 at 4% or $125,973 at 6%; with 50% employer match about $125,973 at 4% or $83,982 at 6%; with 100% employer match about $94,480 at 4% or $62,986 at 6%.
2003227$3,564,358$551,167$20,414iApproximate average salary by contribution assumption: employee only about $510,340 at 4% or $340,227 at 6%; with 50% employer match about $340,227 at 4% or $226,818 at 6%; with 100% employer match about $255,170 at 4% or $170,113 at 6%.
Kalish & Ward 401K Profit Sharing Plan-27$3,219,437$380,033$14,075iApproximate average salary by contribution assumption: employee only about $351,882 at 4% or $234,588 at 6%; with 50% employer match about $234,588 at 4% or $156,392 at 6%; with 100% employer match about $175,941 at 4% or $117,294 at 6%.
Ward Rovell Pension Plan-12$344,921$171,134$14,261iApproximate average salary by contribution assumption: employee only about $356,529 at 4% or $237,686 at 6%; with 50% employer match about $237,686 at 4% or $158,457 at 6%; with 100% employer match about $178,265 at 4% or $118,843 at 6%.
2002227$2,447,312$575,305$21,308iApproximate average salary by contribution assumption: employee only about $532,690 at 4% or $355,127 at 6%; with 50% employer match about $355,127 at 4% or $236,751 at 6%; with 100% employer match about $266,345 at 4% or $177,563 at 6%.
Kalish & Ward 401K Profit Sharing Plan-27$2,279,221$407,214$15,082iApproximate average salary by contribution assumption: employee only about $377,050 at 4% or $251,367 at 6%; with 50% employer match about $251,367 at 4% or $167,578 at 6%; with 100% employer match about $188,525 at 4% or $125,683 at 6%.
Ward Rovell Pension Plan-12$168,091$168,091$14,008iApproximate average salary by contribution assumption: employee only about $350,190 at 4% or $233,460 at 6%; with 50% employer match about $233,460 at 4% or $155,640 at 6%; with 100% employer match about $175,095 at 4% or $116,730 at 6%.
2001327$2,396,032$347,389$12,866iApproximate average salary by contribution assumption: employee only about $321,656 at 4% or $214,438 at 6%; with 50% employer match about $214,438 at 4% or $142,958 at 6%; with 100% employer match about $160,828 at 4% or $107,219 at 6%.
Kalish & Ward 401K Profit Sharing Plan-27$2,396,032$347,389$12,866iApproximate average salary by contribution assumption: employee only about $321,656 at 4% or $214,438 at 6%; with 50% employer match about $214,438 at 4% or $142,958 at 6%; with 100% employer match about $160,828 at 4% or $107,219 at 6%.
KALISH & WARD FLEXIBLE BENEFIT PLAN-23---
KALISH & WARD MEDICAL REIMBURSEMENT PLAN-23---
2000321$2,240,426$260,667$12,413iApproximate average salary by contribution assumption: employee only about $310,318 at 4% or $206,879 at 6%; with 50% employer match about $206,879 at 4% or $137,919 at 6%; with 100% employer match about $155,159 at 4% or $103,439 at 6%.
Kalish & Ward 401K Profit Sharing Plan-21$2,240,426$260,667$12,413iApproximate average salary by contribution assumption: employee only about $310,318 at 4% or $206,879 at 6%; with 50% employer match about $206,879 at 4% or $137,919 at 6%; with 100% employer match about $155,159 at 4% or $103,439 at 6%.
KALISH & WARD MEDICAL REIMBURSEMENT PLAN-19---
KALISH & WARD FLEXIBLE BENEFIT PLAN-19---
1999117$1,936,685$242,630$14,272iApproximate average salary by contribution assumption: employee only about $356,809 at 4% or $237,873 at 6%; with 50% employer match about $237,873 at 4% or $158,582 at 6%; with 100% employer match about $178,404 at 4% or $118,936 at 6%.
Kalish & Ward 401K Profit Sharing Plan-17$1,936,685$242,630$14,272iApproximate average salary by contribution assumption: employee only about $356,809 at 4% or $237,873 at 6%; with 50% employer match about $237,873 at 4% or $158,582 at 6%; with 100% employer match about $178,404 at 4% or $118,936 at 6%.