Civic Intelligence

Jeffrey J. Kates, Dds, Pa

Plan context: Jeffrey J. Kates, Dds, Pa 401(K) Plan

EIN 59-3433182 • Pensacola, FL • 20 filings • 6 plans

2136 West Fairfield DrivePensacola, FL 32505
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$531,761

2016 Contributions

$950

Historical Graphs

Total Assets Over Time

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

$635,549$317,775$0200020082015YearValue
$531,761Latest year 2015

Participants Over Time

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

1470200020082015YearValue
7Latest year 2015

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
201610$0$950-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-0$0$950-
201517$531,761$180$26iApproximate average salary by contribution assumption: employee only about $643 at 4% or $429 at 6%; with 50% employer match about $429 at 4% or $286 at 6%; with 100% employer match about $321 at 4% or $214 at 6%.
Jeffrey J. Kates, Dds, Pa 401(K) Plan-7$531,761$180$26iApproximate average salary by contribution assumption: employee only about $643 at 4% or $429 at 6%; with 50% employer match about $429 at 4% or $286 at 6%; with 100% employer match about $321 at 4% or $214 at 6%.
2014112$632,816$200$17iApproximate average salary by contribution assumption: employee only about $417 at 4% or $278 at 6%; with 50% employer match about $278 at 4% or $185 at 6%; with 100% employer match about $208 at 4% or $139 at 6%.
Jeffrey J. Kates, Dds, Pa 401(K) Plan-12$632,816$200$17iApproximate average salary by contribution assumption: employee only about $417 at 4% or $278 at 6%; with 50% employer match about $278 at 4% or $185 at 6%; with 100% employer match about $208 at 4% or $139 at 6%.
201316$584,917$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-6$584,917--
201216$449,779$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-6$449,779--
201116$397,171$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-6$397,171--
201016$422,022$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-6$422,022--
200916$0$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-6---
2008114$282,910$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-14$282,910--
2007114$0$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-14---
2006113$422,876$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-13$422,876--
2005113$635,549$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-13$635,549--
2004113$629,665$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-13$629,665--
200319$553,477$0-
Jeffrey J. Kates, Dds, Pa 401(K) Plan-9$553,477--
2002212$434,938$20,887$1,741iApproximate average salary by contribution assumption: employee only about $43,515 at 4% or $29,010 at 6%; with 50% employer match about $29,010 at 4% or $19,340 at 6%; with 100% employer match about $21,757 at 4% or $14,505 at 6%.
Jeffrey J. Kates, Dds, Pa 401(K) Plan-12$434,938$693$58iApproximate average salary by contribution assumption: employee only about $1,444 at 4% or $963 at 6%; with 50% employer match about $963 at 4% or $642 at 6%; with 100% employer match about $722 at 4% or $481 at 6%.
JEFFREY J KATES DDS PA MONEY PURCHASE PLAN-0-$20,194-
2001210$0$0-
JEFFREY J KATES DDS PA MONEY PURCHASE PLAN-10---
Jeffrey J. Kates, Dds, Pa 401(K) Plan-10---
200027$566,877$64,753$9,250iApproximate average salary by contribution assumption: employee only about $231,261 at 4% or $154,174 at 6%; with 50% employer match about $154,174 at 4% or $102,783 at 6%; with 100% employer match about $115,630 at 4% or $77,087 at 6%.
Jeffrey J. Kates, Dds, Pa 401(K) Plan-7$380,505$46,200$6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%.
JEFFREY KATES DDS PA MONEY PURCHASE PLAN-7$186,372$18,553$2,650iApproximate average salary by contribution assumption: employee only about $66,261 at 4% or $44,174 at 6%; with 50% employer match about $44,174 at 4% or $29,449 at 6%; with 100% employer match about $33,130 at 4% or $22,087 at 6%.