Civic Intelligence

Karen E. Kennedy, MD, Pa

Plan context: Karen E. Kennedy, MD, Pa Profit Sharing 401(K) Plan & Trust

EIN 59-3710953 • Gulf Breeze, FL • 6 filings • 1 plans

1118 Gulf Breeze ParkwaySuite 201Gulf Breeze, FL 32561
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$218,921

2015 Contributions

$26,650

Historical Graphs

Total Assets Over Time

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

$218,921$109,461$0201020122014YearValue
$218,921Latest year 2014

Participants Over Time

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

630201020122014YearValue
5Latest year 2014

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
201510$0$0-
Karen E. Kennedy, MD, Pa Profit Sharing 401(K) Plan & Trust-0$0$0-
201415$218,921$26,650$5,330iApproximate average salary by contribution assumption: employee only about $133,250 at 4% or $88,833 at 6%; with 50% employer match about $88,833 at 4% or $59,222 at 6%; with 100% employer match about $66,625 at 4% or $44,417 at 6%.
Karen E. Kennedy, MD, Pa Profit Sharing 401(K) Plan & Trust-5$218,921$26,650$5,330iApproximate average salary by contribution assumption: employee only about $133,250 at 4% or $88,833 at 6%; with 50% employer match about $88,833 at 4% or $59,222 at 6%; with 100% employer match about $66,625 at 4% or $44,417 at 6%.
201315$185,979$38,743$7,749iApproximate average salary by contribution assumption: employee only about $193,715 at 4% or $129,143 at 6%; with 50% employer match about $129,143 at 4% or $86,096 at 6%; with 100% employer match about $96,858 at 4% or $64,572 at 6%.
Karen E. Kennedy, MD, Pa Profit Sharing 401(K) Plan & Trust-5$185,979$38,743$7,749iApproximate average salary by contribution assumption: employee only about $193,715 at 4% or $129,143 at 6%; with 50% employer match about $129,143 at 4% or $86,096 at 6%; with 100% employer match about $96,858 at 4% or $64,572 at 6%.
201215$121,859$39,812$7,962iApproximate average salary by contribution assumption: employee only about $199,060 at 4% or $132,707 at 6%; with 50% employer match about $132,707 at 4% or $88,471 at 6%; with 100% employer match about $99,530 at 4% or $66,353 at 6%.
Karen E. Kennedy, MD, Pa Profit Sharing 401(K) Plan & Trust-5$121,859$39,812$7,962iApproximate average salary by contribution assumption: employee only about $199,060 at 4% or $132,707 at 6%; with 50% employer match about $132,707 at 4% or $88,471 at 6%; with 100% employer match about $99,530 at 4% or $66,353 at 6%.
201116$77,952$40,713$6,786iApproximate average salary by contribution assumption: employee only about $169,638 at 4% or $113,092 at 6%; with 50% employer match about $113,092 at 4% or $75,394 at 6%; with 100% employer match about $84,819 at 4% or $56,546 at 6%.
Karen E. Kennedy, MD, Pa Profit Sharing 401(K) Plan & Trust-6$77,952$40,713$6,786iApproximate average salary by contribution assumption: employee only about $169,638 at 4% or $113,092 at 6%; with 50% employer match about $113,092 at 4% or $75,394 at 6%; with 100% employer match about $84,819 at 4% or $56,546 at 6%.
201016$41,839$39,077$6,513iApproximate average salary by contribution assumption: employee only about $162,821 at 4% or $108,547 at 6%; with 50% employer match about $108,547 at 4% or $72,365 at 6%; with 100% employer match about $81,410 at 4% or $54,274 at 6%.
Karen E. Kennedy, MD, Pa Profit Sharing 401(K) Plan & Trust-6$41,839$39,077$6,513iApproximate average salary by contribution assumption: employee only about $162,821 at 4% or $108,547 at 6%; with 50% employer match about $108,547 at 4% or $72,365 at 6%; with 100% employer match about $81,410 at 4% or $54,274 at 6%.