Civic Intelligence

Kathleen Carson, Dds Inc.

Plan context: Westlake Dental Arts 401(K) Plan

EIN 84-1618489 • Agoura Hills, CA • 11 filings • 2 plans

30200 Agoura RoadSuite 270Agoura Hills, CA 91301
Current Snapshot

Latest Year

2017

2017 Participants

9

2017 Assets

$709,046

2017 Contributions

$65,352

Historical Graphs

Total Assets Over Time

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

$709,046$354,523$0200720122016YearValue
$709,046Latest year 2016

Participants Over Time

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

1050200720122016YearValue
9Latest year 2016

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
201710$0$0-
Westlake Dental Arts 401(K) Plan-0$0$0-
201619$709,046$65,352$7,261iApproximate average salary by contribution assumption: employee only about $181,533 at 4% or $121,022 at 6%; with 50% employer match about $121,022 at 4% or $80,681 at 6%; with 100% employer match about $90,767 at 4% or $60,511 at 6%.
Westlake Dental Arts 401(K) Plan-9$709,046$65,352$7,261iApproximate average salary by contribution assumption: employee only about $181,533 at 4% or $121,022 at 6%; with 50% employer match about $121,022 at 4% or $80,681 at 6%; with 100% employer match about $90,767 at 4% or $60,511 at 6%.
201518$594,349$72,894$9,112iApproximate average salary by contribution assumption: employee only about $227,794 at 4% or $151,863 at 6%; with 50% employer match about $151,863 at 4% or $101,242 at 6%; with 100% employer match about $113,897 at 4% or $75,931 at 6%.
Westlake Dental Arts 401(K) Plan-8$594,349$72,894$9,112iApproximate average salary by contribution assumption: employee only about $227,794 at 4% or $151,863 at 6%; with 50% employer match about $151,863 at 4% or $101,242 at 6%; with 100% employer match about $113,897 at 4% or $75,931 at 6%.
201419$552,045$92,941$10,327iApproximate average salary by contribution assumption: employee only about $258,169 at 4% or $172,113 at 6%; with 50% employer match about $172,113 at 4% or $114,742 at 6%; with 100% employer match about $129,085 at 4% or $86,056 at 6%.
Westlake Dental Arts 401(K) Plan-9$552,045$92,941$10,327iApproximate average salary by contribution assumption: employee only about $258,169 at 4% or $172,113 at 6%; with 50% employer match about $172,113 at 4% or $114,742 at 6%; with 100% employer match about $129,085 at 4% or $86,056 at 6%.
201317$442,566$90,080$12,869iApproximate average salary by contribution assumption: employee only about $321,714 at 4% or $214,476 at 6%; with 50% employer match about $214,476 at 4% or $142,984 at 6%; with 100% employer match about $160,857 at 4% or $107,238 at 6%.
Westlake Dental Arts 401(K) Plan-7$442,566$90,080$12,869iApproximate average salary by contribution assumption: employee only about $321,714 at 4% or $214,476 at 6%; with 50% employer match about $214,476 at 4% or $142,984 at 6%; with 100% employer match about $160,857 at 4% or $107,238 at 6%.
201217$471,198$98,113$14,016iApproximate average salary by contribution assumption: employee only about $350,404 at 4% or $233,602 at 6%; with 50% employer match about $233,602 at 4% or $155,735 at 6%; with 100% employer match about $175,202 at 4% or $116,801 at 6%.
Westlake Dental Arts 401(K) Plan-7$471,198$98,113$14,016iApproximate average salary by contribution assumption: employee only about $350,404 at 4% or $233,602 at 6%; with 50% employer match about $233,602 at 4% or $155,735 at 6%; with 100% employer match about $175,202 at 4% or $116,801 at 6%.
201118$365,788$84,937$10,617iApproximate average salary by contribution assumption: employee only about $265,428 at 4% or $176,952 at 6%; with 50% employer match about $176,952 at 4% or $117,968 at 6%; with 100% employer match about $132,714 at 4% or $88,476 at 6%.
Westlake Dental Arts 401(K) Plan-8$365,788$84,937$10,617iApproximate average salary by contribution assumption: employee only about $265,428 at 4% or $176,952 at 6%; with 50% employer match about $176,952 at 4% or $117,968 at 6%; with 100% employer match about $132,714 at 4% or $88,476 at 6%.
2010110$334,875$97,760$9,776iApproximate average salary by contribution assumption: employee only about $244,400 at 4% or $162,933 at 6%; with 50% employer match about $162,933 at 4% or $108,622 at 6%; with 100% employer match about $122,200 at 4% or $81,467 at 6%.
Westlake Dental Arts 401(K) Plan-10$334,875$97,760$9,776iApproximate average salary by contribution assumption: employee only about $244,400 at 4% or $162,933 at 6%; with 50% employer match about $162,933 at 4% or $108,622 at 6%; with 100% employer match about $122,200 at 4% or $81,467 at 6%.
200918$213,039$91,973$11,497iApproximate average salary by contribution assumption: employee only about $287,416 at 4% or $191,610 at 6%; with 50% employer match about $191,610 at 4% or $127,740 at 6%; with 100% employer match about $143,708 at 4% or $95,805 at 6%.
Westlake Dental Arts 401(K) Plan-8$213,039$91,973$11,497iApproximate average salary by contribution assumption: employee only about $287,416 at 4% or $191,610 at 6%; with 50% employer match about $191,610 at 4% or $127,740 at 6%; with 100% employer match about $143,708 at 4% or $95,805 at 6%.
200818$103,735$75,006$9,376iApproximate average salary by contribution assumption: employee only about $234,394 at 4% or $156,263 at 6%; with 50% employer match about $156,263 at 4% or $104,175 at 6%; with 100% employer match about $117,197 at 4% or $78,131 at 6%.
Westlake Dental Arts 401(K) Plan-8$103,735$75,006$9,376iApproximate average salary by contribution assumption: employee only about $234,394 at 4% or $156,263 at 6%; with 50% employer match about $156,263 at 4% or $104,175 at 6%; with 100% employer match about $117,197 at 4% or $78,131 at 6%.
200717$66,583$66,571$9,510iApproximate average salary by contribution assumption: employee only about $237,754 at 4% or $158,502 at 6%; with 50% employer match about $158,502 at 4% or $105,668 at 6%; with 100% employer match about $118,877 at 4% or $79,251 at 6%.
Westlake Dental Arts 401(K) Plan-7$66,583$66,571$9,510iApproximate average salary by contribution assumption: employee only about $237,754 at 4% or $158,502 at 6%; with 50% employer match about $158,502 at 4% or $105,668 at 6%; with 100% employer match about $118,877 at 4% or $79,251 at 6%.