Civic Intelligence

Kevin M. Sims, D.M.D., M.S. PC.

Plan context: Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust

EIN 63-1220189 • Birmingham, AL • 19 filings • 6 plans

2074 Valleydale RoadBirmingham, AL 35244
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$1,525,202

2021 Contributions

$103,629

Historical Graphs

Total Assets Over Time

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

$1,525,202$762,601$0200820142020YearValue
$1,525,202Latest year 2020

Participants Over Time

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

1050200820142020YearValue
10Latest 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
202120$0$103,629-
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-0$0$58,960-
KEVIN M. SIMS, D.M.D., M.S., P.C. CASH BALANCE PLAN-0$0$44,669-
2020210$1,525,202$255,447$25,545iApproximate average salary by contribution assumption: employee only about $638,618 at 4% or $425,745 at 6%; with 50% employer match about $425,745 at 4% or $283,830 at 6%; with 100% employer match about $319,309 at 4% or $212,873 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-10$1,036,044$55,447$5,545iApproximate average salary by contribution assumption: employee only about $138,618 at 4% or $92,412 at 6%; with 50% employer match about $92,412 at 4% or $61,608 at 6%; with 100% employer match about $69,309 at 4% or $46,206 at 6%.
KEVIN M. SIMS, D.M.D., M.S., P.C. CASH BALANCE PLAN-6$489,158$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2019210$1,156,528$216,176$21,618iApproximate average salary by contribution assumption: employee only about $540,440 at 4% or $360,293 at 6%; with 50% employer match about $360,293 at 4% or $240,196 at 6%; with 100% employer match about $270,220 at 4% or $180,147 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-10$878,555$66,176$6,618iApproximate average salary by contribution assumption: employee only about $165,440 at 4% or $110,293 at 6%; with 50% employer match about $110,293 at 4% or $73,529 at 6%; with 100% employer match about $82,720 at 4% or $55,147 at 6%.
KEVIN M. SIMS, D.M.D., M.S., P.C. CASH BALANCE PLAN-4$277,973$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201825$817,157$45,976$9,195iApproximate average salary by contribution assumption: employee only about $229,880 at 4% or $153,253 at 6%; with 50% employer match about $153,253 at 4% or $102,169 at 6%; with 100% employer match about $114,940 at 4% or $76,627 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-5$697,129$45,976$9,195iApproximate average salary by contribution assumption: employee only about $229,880 at 4% or $153,253 at 6%; with 50% employer match about $153,253 at 4% or $102,169 at 6%; with 100% employer match about $114,940 at 4% or $76,627 at 6%.
KEVIN M. SIMS, D.M.D., M.S., P.C. CASH BALANCE PLAN-4$120,028--
201728$869,913$168,350$21,044iApproximate average salary by contribution assumption: employee only about $526,094 at 4% or $350,729 at 6%; with 50% employer match about $350,729 at 4% or $233,819 at 6%; with 100% employer match about $263,047 at 4% or $175,365 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-8$749,263$47,700$5,963iApproximate average salary by contribution assumption: employee only about $149,063 at 4% or $99,375 at 6%; with 50% employer match about $99,375 at 4% or $66,250 at 6%; with 100% employer match about $74,531 at 4% or $49,688 at 6%.
KEVIN M. SIMS, D.M.D., M.S., P.C. CASH BALANCE PLAN-3$120,650$120,650$40,217iApproximate average salary by contribution assumption: employee only about $1,005,417 at 4% or $670,278 at 6%; with 50% employer match about $670,278 at 4% or $446,852 at 6%; with 100% employer match about $502,708 at 4% or $335,139 at 6%.
201617$623,328$62,025$8,861iApproximate average salary by contribution assumption: employee only about $221,518 at 4% or $147,679 at 6%; with 50% employer match about $147,679 at 4% or $98,452 at 6%; with 100% employer match about $110,759 at 4% or $73,839 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-7$623,328$62,025$8,861iApproximate average salary by contribution assumption: employee only about $221,518 at 4% or $147,679 at 6%; with 50% employer match about $147,679 at 4% or $98,452 at 6%; with 100% employer match about $110,759 at 4% or $73,839 at 6%.
201518$533,858$63,700$7,963iApproximate average salary by contribution assumption: employee only about $199,063 at 4% or $132,708 at 6%; with 50% employer match about $132,708 at 4% or $88,472 at 6%; with 100% employer match about $99,531 at 4% or $66,354 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-8$533,858$63,700$7,963iApproximate average salary by contribution assumption: employee only about $199,063 at 4% or $132,708 at 6%; with 50% employer match about $132,708 at 4% or $88,472 at 6%; with 100% employer match about $99,531 at 4% or $66,354 at 6%.
201418$483,482$70,848$8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-8$483,482$70,848$8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
201318$395,364$65,006$8,126iApproximate average salary by contribution assumption: employee only about $203,144 at 4% or $135,429 at 6%; with 50% employer match about $135,429 at 4% or $90,286 at 6%; with 100% employer match about $101,572 at 4% or $67,715 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-8$395,364$65,006$8,126iApproximate average salary by contribution assumption: employee only about $203,144 at 4% or $135,429 at 6%; with 50% employer match about $135,429 at 4% or $90,286 at 6%; with 100% employer match about $101,572 at 4% or $67,715 at 6%.
201216$290,578$61,980$10,330iApproximate average salary by contribution assumption: employee only about $258,250 at 4% or $172,167 at 6%; with 50% employer match about $172,167 at 4% or $114,778 at 6%; with 100% employer match about $129,125 at 4% or $86,083 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-6$290,578$61,980$10,330iApproximate average salary by contribution assumption: employee only about $258,250 at 4% or $172,167 at 6%; with 50% employer match about $172,167 at 4% or $114,778 at 6%; with 100% employer match about $129,125 at 4% or $86,083 at 6%.
201115$202,472$27,889$5,578iApproximate average salary by contribution assumption: employee only about $139,445 at 4% or $92,963 at 6%; with 50% employer match about $92,963 at 4% or $61,976 at 6%; with 100% employer match about $69,723 at 4% or $46,482 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-5$202,472$27,889$5,578iApproximate average salary by contribution assumption: employee only about $139,445 at 4% or $92,963 at 6%; with 50% employer match about $92,963 at 4% or $61,976 at 6%; with 100% employer match about $69,723 at 4% or $46,482 at 6%.
201014$190,032$24,100$6,025iApproximate average salary by contribution assumption: employee only about $150,625 at 4% or $100,417 at 6%; with 50% employer match about $100,417 at 4% or $66,944 at 6%; with 100% employer match about $75,313 at 4% or $50,208 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-4$190,032$24,100$6,025iApproximate average salary by contribution assumption: employee only about $150,625 at 4% or $100,417 at 6%; with 50% employer match about $100,417 at 4% or $66,944 at 6%; with 100% employer match about $75,313 at 4% or $50,208 at 6%.
200914$146,822$42,662$10,666iApproximate average salary by contribution assumption: employee only about $266,638 at 4% or $177,758 at 6%; with 50% employer match about $177,758 at 4% or $118,506 at 6%; with 100% employer match about $133,319 at 4% or $88,879 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-4$146,822$42,662$10,666iApproximate average salary by contribution assumption: employee only about $266,638 at 4% or $177,758 at 6%; with 50% employer match about $177,758 at 4% or $118,506 at 6%; with 100% employer match about $133,319 at 4% or $88,879 at 6%.
200813$104,160$21,740$7,247iApproximate average salary by contribution assumption: employee only about $181,167 at 4% or $120,778 at 6%; with 50% employer match about $120,778 at 4% or $80,519 at 6%; with 100% employer match about $90,583 at 4% or $60,389 at 6%.
Kevin M. Sims D.M.D., M.S. PC. 401K Profit Sharing Plan and Trust-3$104,160$21,740$7,247iApproximate average salary by contribution assumption: employee only about $181,167 at 4% or $120,778 at 6%; with 50% employer match about $120,778 at 4% or $80,519 at 6%; with 100% employer match about $90,583 at 4% or $60,389 at 6%.