Civic Intelligence

Roy N. Kaldestad, D.D.S., P.S.

Plan context: Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust

EIN 91-1916941 • Tacoma, WA • 22 filings • 7 plans

1550 South Union, Suite 110Tacoma, WA 98405
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$2,269,619

2014 Contributions

$171,032

Historical Graphs

Total Assets Over Time

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

$2,269,619$1,134,810$0199920072014YearValue
$2,269,619Latest year 2014

Participants Over Time

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

840199920072014YearValue
7Latest year 2014

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
201427$2,269,619$171,032$24,433iApproximate average salary by contribution assumption: employee only about $610,829 at 4% or $407,219 at 6%; with 50% employer match about $407,219 at 4% or $271,479 at 6%; with 100% employer match about $305,414 at 4% or $203,610 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-7$2,269,619$101,552$14,507iApproximate average salary by contribution assumption: employee only about $362,686 at 4% or $241,790 at 6%; with 50% employer match about $241,790 at 4% or $161,194 at 6%; with 100% employer match about $181,343 at 4% or $120,895 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-0$0$69,480-
201318$2,092,552$401,664$50,208iApproximate average salary by contribution assumption: employee only about $1,255,200 at 4% or $836,800 at 6%; with 50% employer match about $836,800 at 4% or $557,867 at 6%; with 100% employer match about $627,600 at 4% or $418,400 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$2,092,552$401,664$50,208iApproximate average salary by contribution assumption: employee only about $1,255,200 at 4% or $836,800 at 6%; with 50% employer match about $836,800 at 4% or $557,867 at 6%; with 100% employer match about $627,600 at 4% or $418,400 at 6%.
201228$1,399,019$107,832$13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$1,399,019$67,832$8,479iApproximate average salary by contribution assumption: employee only about $211,975 at 4% or $141,317 at 6%; with 50% employer match about $141,317 at 4% or $94,211 at 6%; with 100% employer match about $105,988 at 4% or $70,658 at 6%.
Roy N. Kaldestad, D.D.S., P.S. Money Purchase Pension Plan and Trust-0$0$40,000-
201128$1,412,492$153,801$19,225iApproximate average salary by contribution assumption: employee only about $480,628 at 4% or $320,419 at 6%; with 50% employer match about $320,419 at 4% or $213,613 at 6%; with 100% employer match about $240,314 at 4% or $160,209 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-7$1,179,133$93,956$13,422iApproximate average salary by contribution assumption: employee only about $335,557 at 4% or $223,705 at 6%; with 50% employer match about $223,705 at 4% or $149,137 at 6%; with 100% employer match about $167,779 at 4% or $111,852 at 6%.
Roy N. Kaldestad, D.D.S., P.S. Money Purchase Pension Plan and Trust-8$233,359$59,845$7,481iApproximate average salary by contribution assumption: employee only about $187,016 at 4% or $124,677 at 6%; with 50% employer match about $124,677 at 4% or $83,118 at 6%; with 100% employer match about $93,508 at 4% or $62,339 at 6%.
201028$1,301,777$228,962$28,620iApproximate average salary by contribution assumption: employee only about $715,506 at 4% or $477,004 at 6%; with 50% employer match about $477,004 at 4% or $318,003 at 6%; with 100% employer match about $357,753 at 4% or $238,502 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$1,123,737$188,962$23,620iApproximate average salary by contribution assumption: employee only about $590,506 at 4% or $393,671 at 6%; with 50% employer match about $393,671 at 4% or $262,447 at 6%; with 100% employer match about $295,253 at 4% or $196,835 at 6%.
Roy N. Kaldestad, D.D.S., P.S. Money Purchase Pension Plan and Trust-8$178,040$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200928$888,320$142,822$17,853iApproximate average salary by contribution assumption: employee only about $446,319 at 4% or $297,546 at 6%; with 50% employer match about $297,546 at 4% or $198,364 at 6%; with 100% employer match about $223,159 at 4% or $148,773 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$770,601$90,418$11,302iApproximate average salary by contribution assumption: employee only about $282,556 at 4% or $188,371 at 6%; with 50% employer match about $188,371 at 4% or $125,581 at 6%; with 100% employer match about $141,278 at 4% or $94,185 at 6%.
Roy N. Kaldestad, D.D.S., P.S. Money Purchase Pension Plan and Trust-8$117,719$52,404$6,551iApproximate average salary by contribution assumption: employee only about $163,763 at 4% or $109,175 at 6%; with 50% employer match about $109,175 at 4% or $72,783 at 6%; with 100% employer match about $81,881 at 4% or $54,588 at 6%.
200827$559,008$152,022$21,717iApproximate average salary by contribution assumption: employee only about $542,936 at 4% or $361,957 at 6%; with 50% employer match about $361,957 at 4% or $241,305 at 6%; with 100% employer match about $271,468 at 4% or $180,979 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-7$507,989$100,960$14,423iApproximate average salary by contribution assumption: employee only about $360,571 at 4% or $240,381 at 6%; with 50% employer match about $240,381 at 4% or $160,254 at 6%; with 100% employer match about $180,286 at 4% or $120,190 at 6%.
Roy N. Kaldestad, D.D.S., P.S. Money Purchase Pension Plan and Trust-7$51,019$51,062$7,295iApproximate average salary by contribution assumption: employee only about $182,364 at 4% or $121,576 at 6%; with 50% employer match about $121,576 at 4% or $81,051 at 6%; with 100% employer match about $91,182 at 4% or $60,788 at 6%.
200717$621,465$79,636$11,377iApproximate average salary by contribution assumption: employee only about $284,414 at 4% or $189,610 at 6%; with 50% employer match about $189,610 at 4% or $126,406 at 6%; with 100% employer match about $142,207 at 4% or $94,805 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-7$621,465$79,636$11,377iApproximate average salary by contribution assumption: employee only about $284,414 at 4% or $189,610 at 6%; with 50% employer match about $189,610 at 4% or $126,406 at 6%; with 100% employer match about $142,207 at 4% or $94,805 at 6%.
200616$531,456$77,772$12,962iApproximate average salary by contribution assumption: employee only about $324,050 at 4% or $216,033 at 6%; with 50% employer match about $216,033 at 4% or $144,022 at 6%; with 100% employer match about $162,025 at 4% or $108,017 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-6$531,456$77,772$12,962iApproximate average salary by contribution assumption: employee only about $324,050 at 4% or $216,033 at 6%; with 50% employer match about $216,033 at 4% or $144,022 at 6%; with 100% employer match about $162,025 at 4% or $108,017 at 6%.
200516$487,183$82,074$13,679iApproximate average salary by contribution assumption: employee only about $341,975 at 4% or $227,983 at 6%; with 50% employer match about $227,983 at 4% or $151,989 at 6%; with 100% employer match about $170,988 at 4% or $113,992 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-6$487,183$82,074$13,679iApproximate average salary by contribution assumption: employee only about $341,975 at 4% or $227,983 at 6%; with 50% employer match about $227,983 at 4% or $151,989 at 6%; with 100% employer match about $170,988 at 4% or $113,992 at 6%.
200414$387,267$84,762$21,191iApproximate average salary by contribution assumption: employee only about $529,763 at 4% or $353,175 at 6%; with 50% employer match about $353,175 at 4% or $235,450 at 6%; with 100% employer match about $264,881 at 4% or $176,588 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-4$387,267$84,762$21,191iApproximate average salary by contribution assumption: employee only about $529,763 at 4% or $353,175 at 6%; with 50% employer match about $353,175 at 4% or $235,450 at 6%; with 100% employer match about $264,881 at 4% or $176,588 at 6%.
200316$306,489$81,927$13,655iApproximate average salary by contribution assumption: employee only about $341,363 at 4% or $227,575 at 6%; with 50% employer match about $227,575 at 4% or $151,717 at 6%; with 100% employer match about $170,681 at 4% or $113,788 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-6$306,489$81,927$13,655iApproximate average salary by contribution assumption: employee only about $341,363 at 4% or $227,575 at 6%; with 50% employer match about $227,575 at 4% or $151,717 at 6%; with 100% employer match about $170,681 at 4% or $113,788 at 6%.
200215$183,349$77,827$15,565iApproximate average salary by contribution assumption: employee only about $389,135 at 4% or $259,423 at 6%; with 50% employer match about $259,423 at 4% or $172,949 at 6%; with 100% employer match about $194,568 at 4% or $129,712 at 6%.
Roy N. Kaldestad, D.D.S., P.S. 401K Profit Sharing Plan and Trust-5$183,349$77,827$15,565iApproximate average salary by contribution assumption: employee only about $389,135 at 4% or $259,423 at 6%; with 50% employer match about $259,423 at 4% or $172,949 at 6%; with 100% employer match about $194,568 at 4% or $129,712 at 6%.
200110$0$20,798-
Roy N. Kaldestad, D.D.S., P.S. Money Purchase Pension Plan and Trust-0-$20,798-
200016$44,546$23,371$3,895iApproximate average salary by contribution assumption: employee only about $97,379 at 4% or $64,919 at 6%; with 50% employer match about $64,919 at 4% or $43,280 at 6%; with 100% employer match about $48,690 at 4% or $32,460 at 6%.
Roy N. Kaldestad, D.D.S., P.S. Money Purchase Pension Plan and Trust-6$44,546$23,371$3,895iApproximate average salary by contribution assumption: employee only about $97,379 at 4% or $64,919 at 6%; with 50% employer match about $64,919 at 4% or $43,280 at 6%; with 100% employer match about $48,690 at 4% or $32,460 at 6%.
199916$24,748$22,485$3,748iApproximate average salary by contribution assumption: employee only about $93,688 at 4% or $62,458 at 6%; with 50% employer match about $62,458 at 4% or $41,639 at 6%; with 100% employer match about $46,844 at 4% or $31,229 at 6%.
Roy N. Kaldestad, D.D.S., P.S. Money Purchase Pension Plan and Trust-6$24,748$22,485$3,748iApproximate average salary by contribution assumption: employee only about $93,688 at 4% or $62,458 at 6%; with 50% employer match about $62,458 at 4% or $41,639 at 6%; with 100% employer match about $46,844 at 4% or $31,229 at 6%.