Civic Intelligence

James P. Kostas, DMD PC

Plan context: James P. Kostas, DMD PC 401(K) Profit Sharing Plan

EIN 80-0021556 • Burlington, MA • 23 filings • 4 plans

165 Bedford Street, Suite 2Burlington, MA 01803
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,247,822

2024 Contributions

$158,015

Historical Graphs

Total Assets Over Time

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

$4,247,822$2,123,911$0200220132024YearValue
$4,247,822Latest year 2024

Participants Over Time

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

1050200220132024YearValue
9Latest year 2024

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
202419$4,247,822$158,015$17,557iApproximate average salary by contribution assumption: employee only about $438,931 at 4% or $292,620 at 6%; with 50% employer match about $292,620 at 4% or $195,080 at 6%; with 100% employer match about $219,465 at 4% or $146,310 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-9$4,247,822$158,015$17,557iApproximate average salary by contribution assumption: employee only about $438,931 at 4% or $292,620 at 6%; with 50% employer match about $292,620 at 4% or $195,080 at 6%; with 100% employer match about $219,465 at 4% or $146,310 at 6%.
202319$3,664,635$151,097$16,789iApproximate average salary by contribution assumption: employee only about $419,714 at 4% or $279,809 at 6%; with 50% employer match about $279,809 at 4% or $186,540 at 6%; with 100% employer match about $209,857 at 4% or $139,905 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-9$3,664,635$151,097$16,789iApproximate average salary by contribution assumption: employee only about $419,714 at 4% or $279,809 at 6%; with 50% employer match about $279,809 at 4% or $186,540 at 6%; with 100% employer match about $209,857 at 4% or $139,905 at 6%.
2022110$3,116,298$139,001$13,900iApproximate average salary by contribution assumption: employee only about $347,503 at 4% or $231,668 at 6%; with 50% employer match about $231,668 at 4% or $154,446 at 6%; with 100% employer match about $173,751 at 4% or $115,834 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-10$3,116,298$139,001$13,900iApproximate average salary by contribution assumption: employee only about $347,503 at 4% or $231,668 at 6%; with 50% employer match about $231,668 at 4% or $154,446 at 6%; with 100% employer match about $173,751 at 4% or $115,834 at 6%.
202118$3,631,420$126,869$15,859iApproximate average salary by contribution assumption: employee only about $396,466 at 4% or $264,310 at 6%; with 50% employer match about $264,310 at 4% or $176,207 at 6%; with 100% employer match about $198,233 at 4% or $132,155 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-8$3,631,420$126,869$15,859iApproximate average salary by contribution assumption: employee only about $396,466 at 4% or $264,310 at 6%; with 50% employer match about $264,310 at 4% or $176,207 at 6%; with 100% employer match about $198,233 at 4% or $132,155 at 6%.
202018$3,188,580$115,124$14,391iApproximate average salary by contribution assumption: employee only about $359,763 at 4% or $239,842 at 6%; with 50% employer match about $239,842 at 4% or $159,894 at 6%; with 100% employer match about $179,881 at 4% or $119,921 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-8$3,188,580$115,124$14,391iApproximate average salary by contribution assumption: employee only about $359,763 at 4% or $239,842 at 6%; with 50% employer match about $239,842 at 4% or $159,894 at 6%; with 100% employer match about $179,881 at 4% or $119,921 at 6%.
201918$2,586,371$112,515$14,064iApproximate average salary by contribution assumption: employee only about $351,609 at 4% or $234,406 at 6%; with 50% employer match about $234,406 at 4% or $156,271 at 6%; with 100% employer match about $175,805 at 4% or $117,203 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-8$2,586,371$112,515$14,064iApproximate average salary by contribution assumption: employee only about $351,609 at 4% or $234,406 at 6%; with 50% employer match about $234,406 at 4% or $156,271 at 6%; with 100% employer match about $175,805 at 4% or $117,203 at 6%.
201818$2,058,542$107,982$13,498iApproximate average salary by contribution assumption: employee only about $337,444 at 4% or $224,963 at 6%; with 50% employer match about $224,963 at 4% or $149,975 at 6%; with 100% employer match about $168,722 at 4% or $112,481 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-8$2,058,542$107,982$13,498iApproximate average salary by contribution assumption: employee only about $337,444 at 4% or $224,963 at 6%; with 50% employer match about $224,963 at 4% or $149,975 at 6%; with 100% employer match about $168,722 at 4% or $112,481 at 6%.
201719$2,143,370$110,265$12,252iApproximate average salary by contribution assumption: employee only about $306,292 at 4% or $204,194 at 6%; with 50% employer match about $204,194 at 4% or $136,130 at 6%; with 100% employer match about $153,146 at 4% or $102,097 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-9$2,143,370$110,265$12,252iApproximate average salary by contribution assumption: employee only about $306,292 at 4% or $204,194 at 6%; with 50% employer match about $204,194 at 4% or $136,130 at 6%; with 100% employer match about $153,146 at 4% or $102,097 at 6%.
2016110$1,714,793$106,672$10,667iApproximate average salary by contribution assumption: employee only about $266,680 at 4% or $177,787 at 6%; with 50% employer match about $177,787 at 4% or $118,524 at 6%; with 100% employer match about $133,340 at 4% or $88,893 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-10$1,714,793$106,672$10,667iApproximate average salary by contribution assumption: employee only about $266,680 at 4% or $177,787 at 6%; with 50% employer match about $177,787 at 4% or $118,524 at 6%; with 100% employer match about $133,340 at 4% or $88,893 at 6%.
201519$1,500,762$96,566$10,730iApproximate average salary by contribution assumption: employee only about $268,239 at 4% or $178,826 at 6%; with 50% employer match about $178,826 at 4% or $119,217 at 6%; with 100% employer match about $134,119 at 4% or $89,413 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-9$1,500,762$96,566$10,730iApproximate average salary by contribution assumption: employee only about $268,239 at 4% or $178,826 at 6%; with 50% employer match about $178,826 at 4% or $119,217 at 6%; with 100% employer match about $134,119 at 4% or $89,413 at 6%.
201419$1,425,002$98,519$10,947iApproximate average salary by contribution assumption: employee only about $273,664 at 4% or $182,443 at 6%; with 50% employer match about $182,443 at 4% or $121,628 at 6%; with 100% employer match about $136,832 at 4% or $91,221 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-9$1,425,002$98,519$10,947iApproximate average salary by contribution assumption: employee only about $273,664 at 4% or $182,443 at 6%; with 50% employer match about $182,443 at 4% or $121,628 at 6%; with 100% employer match about $136,832 at 4% or $91,221 at 6%.
201319$1,254,006$97,368$10,819iApproximate average salary by contribution assumption: employee only about $270,467 at 4% or $180,311 at 6%; with 50% employer match about $180,311 at 4% or $120,207 at 6%; with 100% employer match about $135,233 at 4% or $90,156 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-9$1,254,006$97,368$10,819iApproximate average salary by contribution assumption: employee only about $270,467 at 4% or $180,311 at 6%; with 50% employer match about $180,311 at 4% or $120,207 at 6%; with 100% employer match about $135,233 at 4% or $90,156 at 6%.
201218$970,528$94,049$11,756iApproximate average salary by contribution assumption: employee only about $293,903 at 4% or $195,935 at 6%; with 50% employer match about $195,935 at 4% or $130,624 at 6%; with 100% employer match about $146,952 at 4% or $97,968 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-8$970,528$94,049$11,756iApproximate average salary by contribution assumption: employee only about $293,903 at 4% or $195,935 at 6%; with 50% employer match about $195,935 at 4% or $130,624 at 6%; with 100% employer match about $146,952 at 4% or $97,968 at 6%.
201118$788,425$88,171$11,021iApproximate average salary by contribution assumption: employee only about $275,534 at 4% or $183,690 at 6%; with 50% employer match about $183,690 at 4% or $122,460 at 6%; with 100% employer match about $137,767 at 4% or $91,845 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-8$788,425$88,171$11,021iApproximate average salary by contribution assumption: employee only about $275,534 at 4% or $183,690 at 6%; with 50% employer match about $183,690 at 4% or $122,460 at 6%; with 100% employer match about $137,767 at 4% or $91,845 at 6%.
201017$736,253$78,655$11,236iApproximate average salary by contribution assumption: employee only about $280,911 at 4% or $187,274 at 6%; with 50% employer match about $187,274 at 4% or $124,849 at 6%; with 100% employer match about $140,455 at 4% or $93,637 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-7$736,253$78,655$11,236iApproximate average salary by contribution assumption: employee only about $280,911 at 4% or $187,274 at 6%; with 50% employer match about $187,274 at 4% or $124,849 at 6%; with 100% employer match about $140,455 at 4% or $93,637 at 6%.
200917$617,007$84,154$12,022iApproximate average salary by contribution assumption: employee only about $300,550 at 4% or $200,367 at 6%; with 50% employer match about $200,367 at 4% or $133,578 at 6%; with 100% employer match about $150,275 at 4% or $100,183 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-7$617,007$84,154$12,022iApproximate average salary by contribution assumption: employee only about $300,550 at 4% or $200,367 at 6%; with 50% employer match about $200,367 at 4% or $133,578 at 6%; with 100% employer match about $150,275 at 4% or $100,183 at 6%.
200816$406,127$45,096$7,516iApproximate average salary by contribution assumption: employee only about $187,900 at 4% or $125,267 at 6%; with 50% employer match about $125,267 at 4% or $83,511 at 6%; with 100% employer match about $93,950 at 4% or $62,633 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-6$406,127$45,096$7,516iApproximate average salary by contribution assumption: employee only about $187,900 at 4% or $125,267 at 6%; with 50% employer match about $125,267 at 4% or $83,511 at 6%; with 100% employer match about $93,950 at 4% or $62,633 at 6%.
200717$515,426$57,065$8,152iApproximate average salary by contribution assumption: employee only about $203,804 at 4% or $135,869 at 6%; with 50% employer match about $135,869 at 4% or $90,579 at 6%; with 100% employer match about $101,902 at 4% or $67,935 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-7$515,426$57,065$8,152iApproximate average salary by contribution assumption: employee only about $203,804 at 4% or $135,869 at 6%; with 50% employer match about $135,869 at 4% or $90,579 at 6%; with 100% employer match about $101,902 at 4% or $67,935 at 6%.
200617$437,072$54,469$7,781iApproximate average salary by contribution assumption: employee only about $194,532 at 4% or $129,688 at 6%; with 50% employer match about $129,688 at 4% or $86,459 at 6%; with 100% employer match about $97,266 at 4% or $64,844 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-7$437,072$54,469$7,781iApproximate average salary by contribution assumption: employee only about $194,532 at 4% or $129,688 at 6%; with 50% employer match about $129,688 at 4% or $86,459 at 6%; with 100% employer match about $97,266 at 4% or $64,844 at 6%.
200514$338,477$48,290$12,073iApproximate average salary by contribution assumption: employee only about $301,813 at 4% or $201,208 at 6%; with 50% employer match about $201,208 at 4% or $134,139 at 6%; with 100% employer match about $150,906 at 4% or $100,604 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-4$338,477$48,290$12,073iApproximate average salary by contribution assumption: employee only about $301,813 at 4% or $201,208 at 6%; with 50% employer match about $201,208 at 4% or $134,139 at 6%; with 100% employer match about $150,906 at 4% or $100,604 at 6%.
200413$263,175$48,718$16,239iApproximate average salary by contribution assumption: employee only about $405,983 at 4% or $270,656 at 6%; with 50% employer match about $270,656 at 4% or $180,437 at 6%; with 100% employer match about $202,992 at 4% or $135,328 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-3$263,175$48,718$16,239iApproximate average salary by contribution assumption: employee only about $405,983 at 4% or $270,656 at 6%; with 50% employer match about $270,656 at 4% or $180,437 at 6%; with 100% employer match about $202,992 at 4% or $135,328 at 6%.
200312$192,276$37,893$18,947iApproximate average salary by contribution assumption: employee only about $473,663 at 4% or $315,775 at 6%; with 50% employer match about $315,775 at 4% or $210,517 at 6%; with 100% employer match about $236,831 at 4% or $157,888 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-2$192,276$37,893$18,947iApproximate average salary by contribution assumption: employee only about $473,663 at 4% or $315,775 at 6%; with 50% employer match about $315,775 at 4% or $210,517 at 6%; with 100% employer match about $236,831 at 4% or $157,888 at 6%.
200212$130,558$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
James P. Kostas, DMD PC 401(K) Profit Sharing Plan-2$130,558$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.