Civic Intelligence

Kevin J. Ison, D.M.D., P.S.C.

Plan context: Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust

EIN 61-1053526 • West Chester, OH • 34 filings • 3 plans

4845 Rialto Road, Suite AWest Chester, OH 45069
Current Snapshot

Latest Year

2021

2021 Participants

25

2021 Assets

$4,125,311

2021 Contributions

$290,587

Historical Graphs

Total Assets Over Time

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

$13,168,410$6,584,205$0199920112020YearValue
$4,125,311Latest year 2020

Participants Over Time

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

25130199920102020YearValue
25Latest year 2020

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
202110$0$0-
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-0$0$0-
2020125$4,125,311$0-
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-25$4,125,311$0-
2019225$6,955,959$290,587$11,623iApproximate average salary by contribution assumption: employee only about $290,587 at 4% or $193,725 at 6%; with 50% employer match about $193,725 at 4% or $129,150 at 6%; with 100% employer match about $145,294 at 4% or $96,862 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-25$3,597,743$161,997$6,480iApproximate average salary by contribution assumption: employee only about $161,997 at 4% or $107,998 at 6%; with 50% employer match about $107,998 at 4% or $71,999 at 6%; with 100% employer match about $80,999 at 4% or $53,999 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-2$3,358,216$128,590$64,295iApproximate average salary by contribution assumption: employee only about $1,607,375 at 4% or $1,071,583 at 6%; with 50% employer match about $1,071,583 at 4% or $714,389 at 6%; with 100% employer match about $803,688 at 4% or $535,792 at 6%.
2018122$1,808,150$614,000$27,909iApproximate average salary by contribution assumption: employee only about $697,727 at 4% or $465,152 at 6%; with 50% employer match about $465,152 at 4% or $310,101 at 6%; with 100% employer match about $348,864 at 4% or $232,576 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-22$1,808,150$614,000$27,909iApproximate average salary by contribution assumption: employee only about $697,727 at 4% or $465,152 at 6%; with 50% employer match about $465,152 at 4% or $310,101 at 6%; with 100% employer match about $348,864 at 4% or $232,576 at 6%.
2017224$6,923,556$486,460$20,269iApproximate average salary by contribution assumption: employee only about $506,729 at 4% or $337,819 at 6%; with 50% employer match about $337,819 at 4% or $225,213 at 6%; with 100% employer match about $253,365 at 4% or $168,910 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-24$4,896,280$183,062$7,628iApproximate average salary by contribution assumption: employee only about $190,690 at 4% or $127,126 at 6%; with 50% employer match about $127,126 at 4% or $84,751 at 6%; with 100% employer match about $95,345 at 4% or $63,563 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-22$2,027,276$303,398$13,791iApproximate average salary by contribution assumption: employee only about $344,770 at 4% or $229,847 at 6%; with 50% employer match about $229,847 at 4% or $153,231 at 6%; with 100% employer match about $172,385 at 4% or $114,923 at 6%.
2016219$13,168,410$360,310$18,964iApproximate average salary by contribution assumption: employee only about $474,092 at 4% or $316,061 at 6%; with 50% employer match about $316,061 at 4% or $210,708 at 6%; with 100% employer match about $237,046 at 4% or $158,031 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-19$11,530,408$165,948$8,734iApproximate average salary by contribution assumption: employee only about $218,353 at 4% or $145,568 at 6%; with 50% employer match about $145,568 at 4% or $97,046 at 6%; with 100% employer match about $109,176 at 4% or $72,784 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-18$1,638,002$194,362$10,798iApproximate average salary by contribution assumption: employee only about $269,947 at 4% or $179,965 at 6%; with 50% employer match about $179,965 at 4% or $119,977 at 6%; with 100% employer match about $134,974 at 4% or $89,982 at 6%.
2015219$5,544,862$343,999$18,105iApproximate average salary by contribution assumption: employee only about $452,630 at 4% or $301,754 at 6%; with 50% employer match about $301,754 at 4% or $201,169 at 6%; with 100% employer match about $226,315 at 4% or $150,877 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-19$4,510,607$165,620$8,717iApproximate average salary by contribution assumption: employee only about $217,921 at 4% or $145,281 at 6%; with 50% employer match about $145,281 at 4% or $96,854 at 6%; with 100% employer match about $108,961 at 4% or $72,640 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-18$1,034,255$178,379$9,910iApproximate average salary by contribution assumption: employee only about $247,749 at 4% or $165,166 at 6%; with 50% employer match about $165,166 at 4% or $110,110 at 6%; with 100% employer match about $123,874 at 4% or $82,583 at 6%.
2014222$5,866,351$370,401$16,836iApproximate average salary by contribution assumption: employee only about $420,910 at 4% or $280,607 at 6%; with 50% employer match about $280,607 at 4% or $187,071 at 6%; with 100% employer match about $210,455 at 4% or $140,303 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-22$5,160,250$165,569$7,526iApproximate average salary by contribution assumption: employee only about $188,147 at 4% or $125,431 at 6%; with 50% employer match about $125,431 at 4% or $83,621 at 6%; with 100% employer match about $94,073 at 4% or $62,716 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-21$706,101$204,832$9,754iApproximate average salary by contribution assumption: employee only about $243,848 at 4% or $162,565 at 6%; with 50% employer match about $162,565 at 4% or $108,377 at 6%; with 100% employer match about $121,924 at 4% or $81,283 at 6%.
2013219$3,944,884$246,937$12,997iApproximate average salary by contribution assumption: employee only about $324,917 at 4% or $216,611 at 6%; with 50% employer match about $216,611 at 4% or $144,408 at 6%; with 100% employer match about $162,459 at 4% or $108,306 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-19$3,274,717$171,937$9,049iApproximate average salary by contribution assumption: employee only about $226,233 at 4% or $150,822 at 6%; with 50% employer match about $150,822 at 4% or $100,548 at 6%; with 100% employer match about $113,116 at 4% or $75,411 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-18$670,167$75,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
2012220$11,193,956$244,826$12,241iApproximate average salary by contribution assumption: employee only about $306,033 at 4% or $204,022 at 6%; with 50% employer match about $204,022 at 4% or $136,014 at 6%; with 100% employer match about $153,016 at 4% or $102,011 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-20$10,643,458$169,826$8,491iApproximate average salary by contribution assumption: employee only about $212,282 at 4% or $141,522 at 6%; with 50% employer match about $141,522 at 4% or $94,348 at 6%; with 100% employer match about $106,141 at 4% or $70,761 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-17$550,498$75,000$4,412iApproximate average salary by contribution assumption: employee only about $110,294 at 4% or $73,529 at 6%; with 50% employer match about $73,529 at 4% or $49,020 at 6%; with 100% employer match about $55,147 at 4% or $36,765 at 6%.
2011221$4,786,997$246,961$11,760iApproximate average salary by contribution assumption: employee only about $294,001 at 4% or $196,001 at 6%; with 50% employer match about $196,001 at 4% or $130,667 at 6%; with 100% employer match about $147,001 at 4% or $98,000 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-21$4,392,665$158,102$7,529iApproximate average salary by contribution assumption: employee only about $188,217 at 4% or $125,478 at 6%; with 50% employer match about $125,478 at 4% or $83,652 at 6%; with 100% employer match about $94,108 at 4% or $62,739 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-19$394,332$88,859$4,677iApproximate average salary by contribution assumption: employee only about $116,920 at 4% or $77,946 at 6%; with 50% employer match about $77,946 at 4% or $51,964 at 6%; with 100% employer match about $58,460 at 4% or $38,973 at 6%.
2010216$3,333,206$228,977$14,311iApproximate average salary by contribution assumption: employee only about $357,777 at 4% or $238,518 at 6%; with 50% employer match about $238,518 at 4% or $159,012 at 6%; with 100% employer match about $178,888 at 4% or $119,259 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-16$3,057,047$144,899$9,056iApproximate average salary by contribution assumption: employee only about $226,405 at 4% or $150,936 at 6%; with 50% employer match about $150,936 at 4% or $100,624 at 6%; with 100% employer match about $113,202 at 4% or $75,468 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-16$276,159$84,078$5,255iApproximate average salary by contribution assumption: employee only about $131,372 at 4% or $87,581 at 6%; with 50% employer match about $87,581 at 4% or $58,388 at 6%; with 100% employer match about $65,686 at 4% or $43,791 at 6%.
2009216$3,057,427$226,419$14,151iApproximate average salary by contribution assumption: employee only about $353,780 at 4% or $235,853 at 6%; with 50% employer match about $235,853 at 4% or $157,235 at 6%; with 100% employer match about $176,890 at 4% or $117,927 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-16$2,875,956$139,064$8,692iApproximate average salary by contribution assumption: employee only about $217,288 at 4% or $144,858 at 6%; with 50% employer match about $144,858 at 4% or $96,572 at 6%; with 100% employer match about $108,644 at 4% or $72,429 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-16$181,471$87,355$5,460iApproximate average salary by contribution assumption: employee only about $136,492 at 4% or $90,995 at 6%; with 50% employer match about $90,995 at 4% or $60,663 at 6%; with 100% employer match about $68,246 at 4% or $45,497 at 6%.
2008216$2,150,092$243,544$15,222iApproximate average salary by contribution assumption: employee only about $380,538 at 4% or $253,692 at 6%; with 50% employer match about $253,692 at 4% or $169,128 at 6%; with 100% employer match about $190,269 at 4% or $126,846 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-16$2,056,641$150,093$9,381iApproximate average salary by contribution assumption: employee only about $234,520 at 4% or $156,347 at 6%; with 50% employer match about $156,347 at 4% or $104,231 at 6%; with 100% employer match about $117,260 at 4% or $78,173 at 6%.
Kevin J. Ison, P.S.C. Defined Benefit Cash Balance Plan & Trust-16$93,451$93,451$5,841iApproximate average salary by contribution assumption: employee only about $146,017 at 4% or $97,345 at 6%; with 50% employer match about $97,345 at 4% or $64,897 at 6%; with 100% employer match about $73,009 at 4% or $48,672 at 6%.
2007115$2,821,143$112,825$7,522iApproximate average salary by contribution assumption: employee only about $188,042 at 4% or $125,361 at 6%; with 50% employer match about $125,361 at 4% or $83,574 at 6%; with 100% employer match about $94,021 at 4% or $62,681 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-15$2,821,143$112,825$7,522iApproximate average salary by contribution assumption: employee only about $188,042 at 4% or $125,361 at 6%; with 50% employer match about $125,361 at 4% or $83,574 at 6%; with 100% employer match about $94,021 at 4% or $62,681 at 6%.
2006112$2,492,600$103,790$8,649iApproximate average salary by contribution assumption: employee only about $216,229 at 4% or $144,153 at 6%; with 50% employer match about $144,153 at 4% or $96,102 at 6%; with 100% employer match about $108,115 at 4% or $72,076 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-12$2,492,600$103,790$8,649iApproximate average salary by contribution assumption: employee only about $216,229 at 4% or $144,153 at 6%; with 50% employer match about $144,153 at 4% or $96,102 at 6%; with 100% employer match about $108,115 at 4% or $72,076 at 6%.
2005111$2,113,965$95,929$8,721iApproximate average salary by contribution assumption: employee only about $218,020 at 4% or $145,347 at 6%; with 50% employer match about $145,347 at 4% or $96,898 at 6%; with 100% employer match about $109,010 at 4% or $72,673 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-11$2,113,965$95,929$8,721iApproximate average salary by contribution assumption: employee only about $218,020 at 4% or $145,347 at 6%; with 50% employer match about $145,347 at 4% or $96,898 at 6%; with 100% employer match about $109,010 at 4% or $72,673 at 6%.
2004115$1,871,030$100,360$6,691iApproximate average salary by contribution assumption: employee only about $167,267 at 4% or $111,511 at 6%; with 50% employer match about $111,511 at 4% or $74,341 at 6%; with 100% employer match about $83,633 at 4% or $55,756 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-15$1,871,030$100,360$6,691iApproximate average salary by contribution assumption: employee only about $167,267 at 4% or $111,511 at 6%; with 50% employer match about $111,511 at 4% or $74,341 at 6%; with 100% employer match about $83,633 at 4% or $55,756 at 6%.
2003111$1,498,730$95,211$8,656iApproximate average salary by contribution assumption: employee only about $216,389 at 4% or $144,259 at 6%; with 50% employer match about $144,259 at 4% or $96,173 at 6%; with 100% employer match about $108,194 at 4% or $72,130 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-11$1,498,730$95,211$8,656iApproximate average salary by contribution assumption: employee only about $216,389 at 4% or $144,259 at 6%; with 50% employer match about $144,259 at 4% or $96,173 at 6%; with 100% employer match about $108,194 at 4% or $72,130 at 6%.
2002112$1,017,863$50,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-12$1,017,863$50,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
2001112$0$0-
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-12---
2000111$0$0-
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-11---
199919$813,772$39,198$4,355iApproximate average salary by contribution assumption: employee only about $108,883 at 4% or $72,589 at 6%; with 50% employer match about $72,589 at 4% or $48,393 at 6%; with 100% employer match about $54,442 at 4% or $36,294 at 6%.
Kevin J. Ison, P.S.C. Money Purchase Pension Plan & Trust-9$813,772$39,198$4,355iApproximate average salary by contribution assumption: employee only about $108,883 at 4% or $72,589 at 6%; with 50% employer match about $72,589 at 4% or $48,393 at 6%; with 100% employer match about $54,442 at 4% or $36,294 at 6%.