Civic Intelligence

Lisa Kalfas, Dds PC.

Plan context: Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan

EIN 82-0572173 • Boulder, CO • 12 filings • 2 plans

2003 Sunshine Canyon DriveBoulder, CO 80302-8738
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$5,604

2017 Contributions

$56,675

Historical Graphs

Total Assets Over Time

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

$940,493$470,247$0200420122017YearValue
$5,604Latest year 2017

Participants Over Time

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

530200420122017YearValue
3Latest year 2017

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
201713$5,604$56,675$18,892iApproximate average salary by contribution assumption: employee only about $472,292 at 4% or $314,861 at 6%; with 50% employer match about $314,861 at 4% or $209,907 at 6%; with 100% employer match about $236,146 at 4% or $157,431 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-3$5,604$56,675$18,892iApproximate average salary by contribution assumption: employee only about $472,292 at 4% or $314,861 at 6%; with 50% employer match about $314,861 at 4% or $209,907 at 6%; with 100% employer match about $236,146 at 4% or $157,431 at 6%.
201613$940,493$89,054$29,685iApproximate average salary by contribution assumption: employee only about $742,117 at 4% or $494,744 at 6%; with 50% employer match about $494,744 at 4% or $329,830 at 6%; with 100% employer match about $371,058 at 4% or $247,372 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-3$940,493$89,054$29,685iApproximate average salary by contribution assumption: employee only about $742,117 at 4% or $494,744 at 6%; with 50% employer match about $494,744 at 4% or $329,830 at 6%; with 100% employer match about $371,058 at 4% or $247,372 at 6%.
201514$802,881$42,774$10,694iApproximate average salary by contribution assumption: employee only about $267,338 at 4% or $178,225 at 6%; with 50% employer match about $178,225 at 4% or $118,817 at 6%; with 100% employer match about $133,669 at 4% or $89,113 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-4$802,881$42,774$10,694iApproximate average salary by contribution assumption: employee only about $267,338 at 4% or $178,225 at 6%; with 50% employer match about $178,225 at 4% or $118,817 at 6%; with 100% employer match about $133,669 at 4% or $89,113 at 6%.
201414$797,888$86,048$21,512iApproximate average salary by contribution assumption: employee only about $537,800 at 4% or $358,533 at 6%; with 50% employer match about $358,533 at 4% or $239,022 at 6%; with 100% employer match about $268,900 at 4% or $179,267 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-4$797,888$86,048$21,512iApproximate average salary by contribution assumption: employee only about $537,800 at 4% or $358,533 at 6%; with 50% employer match about $358,533 at 4% or $239,022 at 6%; with 100% employer match about $268,900 at 4% or $179,267 at 6%.
201311$693,050$48,383$48,383iApproximate average salary by contribution assumption: employee only about $1,209,575 at 4% or $806,383 at 6%; with 50% employer match about $806,383 at 4% or $537,589 at 6%; with 100% employer match about $604,788 at 4% or $403,192 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-1$693,050$48,383$48,383iApproximate average salary by contribution assumption: employee only about $1,209,575 at 4% or $806,383 at 6%; with 50% employer match about $806,383 at 4% or $537,589 at 6%; with 100% employer match about $604,788 at 4% or $403,192 at 6%.
201214$588,427$32,275$8,069iApproximate average salary by contribution assumption: employee only about $201,719 at 4% or $134,479 at 6%; with 50% employer match about $134,479 at 4% or $89,653 at 6%; with 100% employer match about $100,859 at 4% or $67,240 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-4$588,427$32,275$8,069iApproximate average salary by contribution assumption: employee only about $201,719 at 4% or $134,479 at 6%; with 50% employer match about $134,479 at 4% or $89,653 at 6%; with 100% employer match about $100,859 at 4% or $67,240 at 6%.
201115$486,970$49,825$9,965iApproximate average salary by contribution assumption: employee only about $249,125 at 4% or $166,083 at 6%; with 50% employer match about $166,083 at 4% or $110,722 at 6%; with 100% employer match about $124,563 at 4% or $83,042 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-5$486,970$49,825$9,965iApproximate average salary by contribution assumption: employee only about $249,125 at 4% or $166,083 at 6%; with 50% employer match about $166,083 at 4% or $110,722 at 6%; with 100% employer match about $124,563 at 4% or $83,042 at 6%.
201014$461,176$57,104$14,276iApproximate average salary by contribution assumption: employee only about $356,900 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,967 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-4$461,176$57,104$14,276iApproximate average salary by contribution assumption: employee only about $356,900 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,967 at 6%.
200915$354,056$48,351$9,670iApproximate average salary by contribution assumption: employee only about $241,755 at 4% or $161,170 at 6%; with 50% employer match about $161,170 at 4% or $107,447 at 6%; with 100% employer match about $120,878 at 4% or $80,585 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-5$354,056$48,351$9,670iApproximate average salary by contribution assumption: employee only about $241,755 at 4% or $161,170 at 6%; with 50% employer match about $161,170 at 4% or $107,447 at 6%; with 100% employer match about $120,878 at 4% or $80,585 at 6%.
200812$235,666$52,969$26,485iApproximate average salary by contribution assumption: employee only about $662,113 at 4% or $441,408 at 6%; with 50% employer match about $441,408 at 4% or $294,272 at 6%; with 100% employer match about $331,056 at 4% or $220,704 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-2$235,666$52,969$26,485iApproximate average salary by contribution assumption: employee only about $662,113 at 4% or $441,408 at 6%; with 50% employer match about $441,408 at 4% or $294,272 at 6%; with 100% employer match about $331,056 at 4% or $220,704 at 6%.
200713$274,552$58,750$19,583iApproximate average salary by contribution assumption: employee only about $489,583 at 4% or $326,389 at 6%; with 50% employer match about $326,389 at 4% or $217,593 at 6%; with 100% employer match about $244,792 at 4% or $163,194 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-3$274,552$58,750$19,583iApproximate average salary by contribution assumption: employee only about $489,583 at 4% or $326,389 at 6%; with 50% employer match about $326,389 at 4% or $217,593 at 6%; with 100% employer match about $244,792 at 4% or $163,194 at 6%.
200413$93,910$41,805$13,935iApproximate average salary by contribution assumption: employee only about $348,375 at 4% or $232,250 at 6%; with 50% employer match about $232,250 at 4% or $154,833 at 6%; with 100% employer match about $174,188 at 4% or $116,125 at 6%.
Lisa Kalfas, Dds PC. 401(K) Profit Sharing Plan-3$93,910$41,805$13,935iApproximate average salary by contribution assumption: employee only about $348,375 at 4% or $232,250 at 6%; with 50% employer match about $232,250 at 4% or $154,833 at 6%; with 100% employer match about $174,188 at 4% or $116,125 at 6%.