Civic Intelligence

Tommy Joe Koen DMD

Plan context: Koen 401K Profit-Sharing Plan

EIN 62-1188615 • Cookeville, TN • 24 filings • 3 plans

PO Box 999Cookeville, TN 38503-0999
Current Snapshot

Latest Year

2019

2019 Participants

27

2019 Assets

$7,702,523

2019 Contributions

$119,595

Historical Graphs

Total Assets Over Time

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

$7,702,523$3,851,262$0199920102019YearValue
$7,702,523Latest year 2019

Participants Over Time

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

39200199920092019YearValue
27Latest year 2019

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
2019127$7,702,523$119,595$4,429iApproximate average salary by contribution assumption: employee only about $110,736 at 4% or $73,824 at 6%; with 50% employer match about $73,824 at 4% or $49,216 at 6%; with 100% employer match about $55,368 at 4% or $36,912 at 6%.
Koen 401K Profit-Sharing Plan-27$7,702,523$119,595$4,429iApproximate average salary by contribution assumption: employee only about $110,736 at 4% or $73,824 at 6%; with 50% employer match about $73,824 at 4% or $49,216 at 6%; with 100% employer match about $55,368 at 4% or $36,912 at 6%.
2018125$6,590,338$115,399$4,616iApproximate average salary by contribution assumption: employee only about $115,399 at 4% or $76,933 at 6%; with 50% employer match about $76,933 at 4% or $51,288 at 6%; with 100% employer match about $57,700 at 4% or $38,466 at 6%.
Koen 401K Profit-Sharing Plan-25$6,590,338$115,399$4,616iApproximate average salary by contribution assumption: employee only about $115,399 at 4% or $76,933 at 6%; with 50% employer match about $76,933 at 4% or $51,288 at 6%; with 100% employer match about $57,700 at 4% or $38,466 at 6%.
2017133$7,045,354$106,108$3,215iApproximate average salary by contribution assumption: employee only about $80,385 at 4% or $53,590 at 6%; with 50% employer match about $53,590 at 4% or $35,727 at 6%; with 100% employer match about $40,192 at 4% or $26,795 at 6%.
Koen 401K Profit-Sharing Plan-33$7,045,354$106,108$3,215iApproximate average salary by contribution assumption: employee only about $80,385 at 4% or $53,590 at 6%; with 50% employer match about $53,590 at 4% or $35,727 at 6%; with 100% employer match about $40,192 at 4% or $26,795 at 6%.
2016133$6,142,992$118,922$3,604iApproximate average salary by contribution assumption: employee only about $90,092 at 4% or $60,062 at 6%; with 50% employer match about $60,062 at 4% or $40,041 at 6%; with 100% employer match about $45,046 at 4% or $30,031 at 6%.
Koen 401K Profit-Sharing Plan-33$6,142,992$118,922$3,604iApproximate average salary by contribution assumption: employee only about $90,092 at 4% or $60,062 at 6%; with 50% employer match about $60,062 at 4% or $40,041 at 6%; with 100% employer match about $45,046 at 4% or $30,031 at 6%.
2015137$5,735,199$117,102$3,165iApproximate average salary by contribution assumption: employee only about $79,123 at 4% or $52,749 at 6%; with 50% employer match about $52,749 at 4% or $35,166 at 6%; with 100% employer match about $39,561 at 4% or $26,374 at 6%.
Koen 401K Profit-Sharing Plan-37$5,735,199$117,102$3,165iApproximate average salary by contribution assumption: employee only about $79,123 at 4% or $52,749 at 6%; with 50% employer match about $52,749 at 4% or $35,166 at 6%; with 100% employer match about $39,561 at 4% or $26,374 at 6%.
2014136$5,763,395$1,531,587$42,544iApproximate average salary by contribution assumption: employee only about $1,063,602 at 4% or $709,068 at 6%; with 50% employer match about $709,068 at 4% or $472,712 at 6%; with 100% employer match about $531,801 at 4% or $354,534 at 6%.
Koen 401K Profit-Sharing Plan-36$5,763,395$1,531,587$42,544iApproximate average salary by contribution assumption: employee only about $1,063,602 at 4% or $709,068 at 6%; with 50% employer match about $709,068 at 4% or $472,712 at 6%; with 100% employer match about $531,801 at 4% or $354,534 at 6%.
2013133$4,143,436$118,726$3,598iApproximate average salary by contribution assumption: employee only about $89,944 at 4% or $59,963 at 6%; with 50% employer match about $59,963 at 4% or $39,975 at 6%; with 100% employer match about $44,972 at 4% or $29,981 at 6%.
Koen 401K Profit-Sharing Plan-33$4,143,436$118,726$3,598iApproximate average salary by contribution assumption: employee only about $89,944 at 4% or $59,963 at 6%; with 50% employer match about $59,963 at 4% or $39,975 at 6%; with 100% employer match about $44,972 at 4% or $29,981 at 6%.
2012134$3,608,088$116,090$3,414iApproximate average salary by contribution assumption: employee only about $85,360 at 4% or $56,907 at 6%; with 50% employer match about $56,907 at 4% or $37,938 at 6%; with 100% employer match about $42,680 at 4% or $28,453 at 6%.
Koen 401K Profit-Sharing Plan-34$3,608,088$116,090$3,414iApproximate average salary by contribution assumption: employee only about $85,360 at 4% or $56,907 at 6%; with 50% employer match about $56,907 at 4% or $37,938 at 6%; with 100% employer match about $42,680 at 4% or $28,453 at 6%.
2011134$3,157,263$112,507$3,309iApproximate average salary by contribution assumption: employee only about $82,726 at 4% or $55,150 at 6%; with 50% employer match about $55,150 at 4% or $36,767 at 6%; with 100% employer match about $41,363 at 4% or $27,575 at 6%.
Koen 401K Profit-Sharing Plan-34$3,157,263$112,507$3,309iApproximate average salary by contribution assumption: employee only about $82,726 at 4% or $55,150 at 6%; with 50% employer match about $55,150 at 4% or $36,767 at 6%; with 100% employer match about $41,363 at 4% or $27,575 at 6%.
2010138$3,117,747$113,622$2,990iApproximate average salary by contribution assumption: employee only about $74,751 at 4% or $49,834 at 6%; with 50% employer match about $49,834 at 4% or $33,223 at 6%; with 100% employer match about $37,376 at 4% or $24,917 at 6%.
Koen 401K Profit-Sharing Plan-38$3,117,747$113,622$2,990iApproximate average salary by contribution assumption: employee only about $74,751 at 4% or $49,834 at 6%; with 50% employer match about $49,834 at 4% or $33,223 at 6%; with 100% employer match about $37,376 at 4% or $24,917 at 6%.
2009139$2,754,731$113,990$2,923iApproximate average salary by contribution assumption: employee only about $73,071 at 4% or $48,714 at 6%; with 50% employer match about $48,714 at 4% or $32,476 at 6%; with 100% employer match about $36,535 at 4% or $24,357 at 6%.
Koen 401K Profit-Sharing Plan-39$2,754,731$113,990$2,923iApproximate average salary by contribution assumption: employee only about $73,071 at 4% or $48,714 at 6%; with 50% employer match about $48,714 at 4% or $32,476 at 6%; with 100% employer match about $36,535 at 4% or $24,357 at 6%.
2008137$2,291,011$178,063$4,813iApproximate average salary by contribution assumption: employee only about $120,313 at 4% or $80,209 at 6%; with 50% employer match about $80,209 at 4% or $53,472 at 6%; with 100% employer match about $60,156 at 4% or $40,104 at 6%.
Koen 401K Profit-Sharing Plan-37$2,291,011$178,063$4,813iApproximate average salary by contribution assumption: employee only about $120,313 at 4% or $80,209 at 6%; with 50% employer match about $80,209 at 4% or $53,472 at 6%; with 100% employer match about $60,156 at 4% or $40,104 at 6%.
2007138$0$0-
Koen 401K Profit-Sharing Plan-38---
2006233$3,429,547$333,773$10,114iApproximate average salary by contribution assumption: employee only about $252,858 at 4% or $168,572 at 6%; with 50% employer match about $168,572 at 4% or $112,381 at 6%; with 100% employer match about $126,429 at 4% or $84,286 at 6%.
Koen 401K Profit-Sharing Plan-33$2,689,727$203,800$6,176iApproximate average salary by contribution assumption: employee only about $154,394 at 4% or $102,929 at 6%; with 50% employer match about $102,929 at 4% or $68,620 at 6%; with 100% employer match about $77,197 at 4% or $51,465 at 6%.
KOEN CASH BALANCE PLAN-32$739,820$129,973$4,062iApproximate average salary by contribution assumption: employee only about $101,541 at 4% or $67,694 at 6%; with 50% employer match about $67,694 at 4% or $45,130 at 6%; with 100% employer match about $50,771 at 4% or $33,847 at 6%.
2005231$2,683,759$375,783$12,122iApproximate average salary by contribution assumption: employee only about $303,051 at 4% or $202,034 at 6%; with 50% employer match about $202,034 at 4% or $134,689 at 6%; with 100% employer match about $151,525 at 4% or $101,017 at 6%.
Koen 401K Profit-Sharing Plan-31$2,152,456$195,090$6,293iApproximate average salary by contribution assumption: employee only about $157,331 at 4% or $104,887 at 6%; with 50% employer match about $104,887 at 4% or $69,925 at 6%; with 100% employer match about $78,665 at 4% or $52,444 at 6%.
KOEN CASH BALANCE PLAN-30$531,303$180,693$6,023iApproximate average salary by contribution assumption: employee only about $150,578 at 4% or $100,385 at 6%; with 50% employer match about $100,385 at 4% or $66,923 at 6%; with 100% employer match about $75,289 at 4% or $50,193 at 6%.
2004126$340,285$158,393$6,092iApproximate average salary by contribution assumption: employee only about $152,301 at 4% or $101,534 at 6%; with 50% employer match about $101,534 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%.
KOEN CASH BALANCE PLAN-26$340,285$158,393$6,092iApproximate average salary by contribution assumption: employee only about $152,301 at 4% or $101,534 at 6%; with 50% employer match about $101,534 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%.
2003223$1,600,226$313,142$13,615iApproximate average salary by contribution assumption: employee only about $340,372 at 4% or $226,914 at 6%; with 50% employer match about $226,914 at 4% or $151,276 at 6%; with 100% employer match about $170,186 at 4% or $113,457 at 6%.
Koen 401K Profit-Sharing Plan-23$1,436,181$149,097$6,482iApproximate average salary by contribution assumption: employee only about $162,062 at 4% or $108,041 at 6%; with 50% employer match about $108,041 at 4% or $72,028 at 6%; with 100% employer match about $81,031 at 4% or $54,021 at 6%.
KOEN CASH BALANCE PLAN-21$164,045$164,045$7,812iApproximate average salary by contribution assumption: employee only about $195,292 at 4% or $130,194 at 6%; with 50% employer match about $130,194 at 4% or $86,796 at 6%; with 100% employer match about $97,646 at 4% or $65,097 at 6%.
2002125$1,224,610$92,679$3,707iApproximate average salary by contribution assumption: employee only about $92,679 at 4% or $61,786 at 6%; with 50% employer match about $61,786 at 4% or $41,191 at 6%; with 100% employer match about $46,340 at 4% or $30,893 at 6%.
Koen 401K Profit-Sharing Plan-25$1,224,610$92,679$3,707iApproximate average salary by contribution assumption: employee only about $92,679 at 4% or $61,786 at 6%; with 50% employer match about $61,786 at 4% or $41,191 at 6%; with 100% employer match about $46,340 at 4% or $30,893 at 6%.
2001124$1,216,408$39,409$1,642iApproximate average salary by contribution assumption: employee only about $41,051 at 4% or $27,367 at 6%; with 50% employer match about $27,367 at 4% or $18,245 at 6%; with 100% employer match about $20,526 at 4% or $13,684 at 6%.
Koen 401K Profit-Sharing Plan-24$1,216,408$39,409$1,642iApproximate average salary by contribution assumption: employee only about $41,051 at 4% or $27,367 at 6%; with 50% employer match about $27,367 at 4% or $18,245 at 6%; with 100% employer match about $20,526 at 4% or $13,684 at 6%.
200018$906,288$35,153$4,394iApproximate average salary by contribution assumption: employee only about $109,853 at 4% or $73,235 at 6%; with 50% employer match about $73,235 at 4% or $48,824 at 6%; with 100% employer match about $54,927 at 4% or $36,618 at 6%.
Koen 401K Profit-Sharing Plan-8$906,288$35,153$4,394iApproximate average salary by contribution assumption: employee only about $109,853 at 4% or $73,235 at 6%; with 50% employer match about $73,235 at 4% or $48,824 at 6%; with 100% employer match about $54,927 at 4% or $36,618 at 6%.
199918$942,386$37,457$4,682iApproximate average salary by contribution assumption: employee only about $117,053 at 4% or $78,035 at 6%; with 50% employer match about $78,035 at 4% or $52,024 at 6%; with 100% employer match about $58,527 at 4% or $39,018 at 6%.
Koen 401K Profit-Sharing Plan-8$942,386$37,457$4,682iApproximate average salary by contribution assumption: employee only about $117,053 at 4% or $78,035 at 6%; with 50% employer match about $78,035 at 4% or $52,024 at 6%; with 100% employer match about $58,527 at 4% or $39,018 at 6%.