KAREN SPERRY, DDS
Plan context: KAREN SPERRY, DDS 401(K) PLAN
EIN 77-0673122 • South Burlington, VT • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$543,187
2025 Contributions
$21,430
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $543,187 | $21,430 | $7,143iApproximate average salary by contribution assumption: employee only about $178,583 at 4% or $119,056 at 6%; with 50% employer match about $119,056 at 4% or $79,370 at 6%; with 100% employer match about $89,292 at 4% or $59,528 at 6%. |
| KAREN SPERRY, DDS 401(K) PLAN | - | 3 | $543,187 | $21,430 | $7,143iApproximate average salary by contribution assumption: employee only about $178,583 at 4% or $119,056 at 6%; with 50% employer match about $119,056 at 4% or $79,370 at 6%; with 100% employer match about $89,292 at 4% or $59,528 at 6%. |
| 2024 | 1 | 3 | $468,189 | $31,583 | $10,528iApproximate average salary by contribution assumption: employee only about $263,192 at 4% or $175,461 at 6%; with 50% employer match about $175,461 at 4% or $116,974 at 6%; with 100% employer match about $131,596 at 4% or $87,731 at 6%. |
| KAREN SPERRY, DDS 401(K) PLAN | - | 3 | $468,189 | $31,583 | $10,528iApproximate average salary by contribution assumption: employee only about $263,192 at 4% or $175,461 at 6%; with 50% employer match about $175,461 at 4% or $116,974 at 6%; with 100% employer match about $131,596 at 4% or $87,731 at 6%. |