Civic Intelligence

Kalkstein & Johnson PC.

Plan context: Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust

EIN 81-0538743 • Missoula, MT • 21 filings • 2 plans

P.O. Box 8568Missoula, MT 59807-8568
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$3,940,556

2023 Contributions

$71,654

Historical Graphs

Total Assets Over Time

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

$4,640,689$2,320,345$0200320142022YearValue
$3,940,556Latest year 2022

Participants Over Time

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

840200320132022YearValue
7Latest year 2022

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
202310$0$0-
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-0$0--
202217$3,940,556$71,654$10,236iApproximate average salary by contribution assumption: employee only about $255,907 at 4% or $170,605 at 6%; with 50% employer match about $170,605 at 4% or $113,737 at 6%; with 100% employer match about $127,954 at 4% or $85,302 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$3,940,556$71,654$10,236iApproximate average salary by contribution assumption: employee only about $255,907 at 4% or $170,605 at 6%; with 50% employer match about $170,605 at 4% or $113,737 at 6%; with 100% employer match about $127,954 at 4% or $85,302 at 6%.
202117$4,640,689$130,611$18,659iApproximate average salary by contribution assumption: employee only about $466,468 at 4% or $310,979 at 6%; with 50% employer match about $310,979 at 4% or $207,319 at 6%; with 100% employer match about $233,234 at 4% or $155,489 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$4,640,689$130,611$18,659iApproximate average salary by contribution assumption: employee only about $466,468 at 4% or $310,979 at 6%; with 50% employer match about $310,979 at 4% or $207,319 at 6%; with 100% employer match about $233,234 at 4% or $155,489 at 6%.
202017$3,811,915$91,601$13,086iApproximate average salary by contribution assumption: employee only about $327,146 at 4% or $218,098 at 6%; with 50% employer match about $218,098 at 4% or $145,398 at 6%; with 100% employer match about $163,573 at 4% or $109,049 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$3,811,915$91,601$13,086iApproximate average salary by contribution assumption: employee only about $327,146 at 4% or $218,098 at 6%; with 50% employer match about $218,098 at 4% or $145,398 at 6%; with 100% employer match about $163,573 at 4% or $109,049 at 6%.
201917$3,393,679$165,199$23,600iApproximate average salary by contribution assumption: employee only about $589,996 at 4% or $393,331 at 6%; with 50% employer match about $393,331 at 4% or $262,221 at 6%; with 100% employer match about $294,998 at 4% or $196,665 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$3,393,679$165,199$23,600iApproximate average salary by contribution assumption: employee only about $589,996 at 4% or $393,331 at 6%; with 50% employer match about $393,331 at 4% or $262,221 at 6%; with 100% employer match about $294,998 at 4% or $196,665 at 6%.
201817$2,618,900$200,730$28,676iApproximate average salary by contribution assumption: employee only about $716,893 at 4% or $477,929 at 6%; with 50% employer match about $477,929 at 4% or $318,619 at 6%; with 100% employer match about $358,446 at 4% or $238,964 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$2,618,900$200,730$28,676iApproximate average salary by contribution assumption: employee only about $716,893 at 4% or $477,929 at 6%; with 50% employer match about $477,929 at 4% or $318,619 at 6%; with 100% employer match about $358,446 at 4% or $238,964 at 6%.
201717$3,273,431$198,127$28,304iApproximate average salary by contribution assumption: employee only about $707,596 at 4% or $471,731 at 6%; with 50% employer match about $471,731 at 4% or $314,487 at 6%; with 100% employer match about $353,798 at 4% or $235,865 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$3,273,431$198,127$28,304iApproximate average salary by contribution assumption: employee only about $707,596 at 4% or $471,731 at 6%; with 50% employer match about $471,731 at 4% or $314,487 at 6%; with 100% employer match about $353,798 at 4% or $235,865 at 6%.
201617$2,860,446$244,552$34,936iApproximate average salary by contribution assumption: employee only about $873,400 at 4% or $582,267 at 6%; with 50% employer match about $582,267 at 4% or $388,178 at 6%; with 100% employer match about $436,700 at 4% or $291,133 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$2,860,446$244,552$34,936iApproximate average salary by contribution assumption: employee only about $873,400 at 4% or $582,267 at 6%; with 50% employer match about $582,267 at 4% or $388,178 at 6%; with 100% employer match about $436,700 at 4% or $291,133 at 6%.
201517$2,371,124$235,604$33,658iApproximate average salary by contribution assumption: employee only about $841,443 at 4% or $560,962 at 6%; with 50% employer match about $560,962 at 4% or $373,975 at 6%; with 100% employer match about $420,721 at 4% or $280,481 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$2,371,124$235,604$33,658iApproximate average salary by contribution assumption: employee only about $841,443 at 4% or $560,962 at 6%; with 50% employer match about $560,962 at 4% or $373,975 at 6%; with 100% employer match about $420,721 at 4% or $280,481 at 6%.
201417$2,158,458$206,442$29,492iApproximate average salary by contribution assumption: employee only about $737,293 at 4% or $491,529 at 6%; with 50% employer match about $491,529 at 4% or $327,686 at 6%; with 100% employer match about $368,646 at 4% or $245,764 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$2,158,458$206,442$29,492iApproximate average salary by contribution assumption: employee only about $737,293 at 4% or $491,529 at 6%; with 50% employer match about $491,529 at 4% or $327,686 at 6%; with 100% employer match about $368,646 at 4% or $245,764 at 6%.
201317$1,831,956$160,182$22,883iApproximate average salary by contribution assumption: employee only about $572,079 at 4% or $381,386 at 6%; with 50% employer match about $381,386 at 4% or $254,257 at 6%; with 100% employer match about $286,039 at 4% or $190,693 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$1,831,956$160,182$22,883iApproximate average salary by contribution assumption: employee only about $572,079 at 4% or $381,386 at 6%; with 50% employer match about $381,386 at 4% or $254,257 at 6%; with 100% employer match about $286,039 at 4% or $190,693 at 6%.
201217$1,566,404$141,007$20,144iApproximate average salary by contribution assumption: employee only about $503,596 at 4% or $335,731 at 6%; with 50% employer match about $335,731 at 4% or $223,821 at 6%; with 100% employer match about $251,798 at 4% or $167,865 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$1,566,404$141,007$20,144iApproximate average salary by contribution assumption: employee only about $503,596 at 4% or $335,731 at 6%; with 50% employer match about $335,731 at 4% or $223,821 at 6%; with 100% employer match about $251,798 at 4% or $167,865 at 6%.
201118$1,305,127$154,298$19,287iApproximate average salary by contribution assumption: employee only about $482,181 at 4% or $321,454 at 6%; with 50% employer match about $321,454 at 4% or $214,303 at 6%; with 100% employer match about $241,091 at 4% or $160,727 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-8$1,305,127$154,298$19,287iApproximate average salary by contribution assumption: employee only about $482,181 at 4% or $321,454 at 6%; with 50% employer match about $321,454 at 4% or $214,303 at 6%; with 100% employer match about $241,091 at 4% or $160,727 at 6%.
201018$1,174,655$124,086$15,511iApproximate average salary by contribution assumption: employee only about $387,769 at 4% or $258,513 at 6%; with 50% employer match about $258,513 at 4% or $172,342 at 6%; with 100% employer match about $193,884 at 4% or $129,256 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-8$1,174,655$124,086$15,511iApproximate average salary by contribution assumption: employee only about $387,769 at 4% or $258,513 at 6%; with 50% employer match about $258,513 at 4% or $172,342 at 6%; with 100% employer match about $193,884 at 4% or $129,256 at 6%.
200917$898,412$131,187$18,741iApproximate average salary by contribution assumption: employee only about $468,525 at 4% or $312,350 at 6%; with 50% employer match about $312,350 at 4% or $208,233 at 6%; with 100% employer match about $234,263 at 4% or $156,175 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-7$898,412$131,187$18,741iApproximate average salary by contribution assumption: employee only about $468,525 at 4% or $312,350 at 6%; with 50% employer match about $312,350 at 4% or $208,233 at 6%; with 100% employer match about $234,263 at 4% or $156,175 at 6%.
200816$0$0-
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-6---
200715$0$0-
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-5---
200616$627,305$91,879$15,313iApproximate average salary by contribution assumption: employee only about $382,829 at 4% or $255,219 at 6%; with 50% employer match about $255,219 at 4% or $170,146 at 6%; with 100% employer match about $191,415 at 4% or $127,610 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-6$627,305$91,879$15,313iApproximate average salary by contribution assumption: employee only about $382,829 at 4% or $255,219 at 6%; with 50% employer match about $255,219 at 4% or $170,146 at 6%; with 100% employer match about $191,415 at 4% or $127,610 at 6%.
200516$479,416$80,093$13,349iApproximate average salary by contribution assumption: employee only about $333,721 at 4% or $222,481 at 6%; with 50% employer match about $222,481 at 4% or $148,320 at 6%; with 100% employer match about $166,860 at 4% or $111,240 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-6$479,416$80,093$13,349iApproximate average salary by contribution assumption: employee only about $333,721 at 4% or $222,481 at 6%; with 50% employer match about $222,481 at 4% or $148,320 at 6%; with 100% employer match about $166,860 at 4% or $111,240 at 6%.
200414$387,975$73,013$18,253iApproximate average salary by contribution assumption: employee only about $456,331 at 4% or $304,221 at 6%; with 50% employer match about $304,221 at 4% or $202,814 at 6%; with 100% employer match about $228,166 at 4% or $152,110 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-4$387,975$73,013$18,253iApproximate average salary by contribution assumption: employee only about $456,331 at 4% or $304,221 at 6%; with 50% employer match about $304,221 at 4% or $202,814 at 6%; with 100% employer match about $228,166 at 4% or $152,110 at 6%.
200314$285,193$191,539$47,885iApproximate average salary by contribution assumption: employee only about $1,197,119 at 4% or $798,079 at 6%; with 50% employer match about $798,079 at 4% or $532,053 at 6%; with 100% employer match about $598,559 at 4% or $399,040 at 6%.
Kalkstein Law Firm PC. 401(K) Profit Sharing Plan & Trust-4$285,193$191,539$47,885iApproximate average salary by contribution assumption: employee only about $1,197,119 at 4% or $798,079 at 6%; with 50% employer match about $798,079 at 4% or $532,053 at 6%; with 100% employer match about $598,559 at 4% or $399,040 at 6%.