Civic Intelligence

Kevin R Packham DMD

Plan context: Kevin R Packham DMD 401 K Profit Sharing Plan Trust

EIN 93-1276307 • Milwaukie, OR • 17 filings • 4 plans

2403 SE Monroe StMilwaukie, OR 97222-7646
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$923,484

2024 Contributions

$97,774

Historical Graphs

Total Assets Over Time

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

$923,484$461,742$0200920172024YearValue
$923,484Latest year 2024

Participants Over Time

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

840200820162024YearValue
6Latest 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
202416$923,484$97,774$16,296iApproximate average salary by contribution assumption: employee only about $407,392 at 4% or $271,594 at 6%; with 50% employer match about $271,594 at 4% or $181,063 at 6%; with 100% employer match about $203,696 at 4% or $135,797 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$923,484$97,774$16,296iApproximate average salary by contribution assumption: employee only about $407,392 at 4% or $271,594 at 6%; with 50% employer match about $271,594 at 4% or $181,063 at 6%; with 100% employer match about $203,696 at 4% or $135,797 at 6%.
202315$748,735$76,372$15,274iApproximate average salary by contribution assumption: employee only about $381,860 at 4% or $254,573 at 6%; with 50% employer match about $254,573 at 4% or $169,716 at 6%; with 100% employer match about $190,930 at 4% or $127,287 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-5$748,735$76,372$15,274iApproximate average salary by contribution assumption: employee only about $381,860 at 4% or $254,573 at 6%; with 50% employer match about $254,573 at 4% or $169,716 at 6%; with 100% employer match about $190,930 at 4% or $127,287 at 6%.
202215$586,639$69,546$13,909iApproximate average salary by contribution assumption: employee only about $347,730 at 4% or $231,820 at 6%; with 50% employer match about $231,820 at 4% or $154,547 at 6%; with 100% employer match about $173,865 at 4% or $115,910 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-5$586,639$69,546$13,909iApproximate average salary by contribution assumption: employee only about $347,730 at 4% or $231,820 at 6%; with 50% employer match about $231,820 at 4% or $154,547 at 6%; with 100% employer match about $173,865 at 4% or $115,910 at 6%.
202116$862,561$102,210$17,035iApproximate average salary by contribution assumption: employee only about $425,875 at 4% or $283,917 at 6%; with 50% employer match about $283,917 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,958 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$862,561$102,210$17,035iApproximate average salary by contribution assumption: employee only about $425,875 at 4% or $283,917 at 6%; with 50% employer match about $283,917 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,958 at 6%.
202016$654,165$34,807$5,801iApproximate average salary by contribution assumption: employee only about $145,029 at 4% or $96,686 at 6%; with 50% employer match about $96,686 at 4% or $64,457 at 6%; with 100% employer match about $72,515 at 4% or $48,343 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$654,165$34,807$5,801iApproximate average salary by contribution assumption: employee only about $145,029 at 4% or $96,686 at 6%; with 50% employer match about $96,686 at 4% or $64,457 at 6%; with 100% employer match about $72,515 at 4% or $48,343 at 6%.
201917$582,330$84,447$12,064iApproximate average salary by contribution assumption: employee only about $301,596 at 4% or $201,064 at 6%; with 50% employer match about $201,064 at 4% or $134,043 at 6%; with 100% employer match about $150,798 at 4% or $100,532 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-7$582,330$84,447$12,064iApproximate average salary by contribution assumption: employee only about $301,596 at 4% or $201,064 at 6%; with 50% employer match about $201,064 at 4% or $134,043 at 6%; with 100% employer match about $150,798 at 4% or $100,532 at 6%.
201818$449,382$90,758$11,345iApproximate average salary by contribution assumption: employee only about $283,619 at 4% or $189,079 at 6%; with 50% employer match about $189,079 at 4% or $126,053 at 6%; with 100% employer match about $141,809 at 4% or $94,540 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-8$449,382$90,758$11,345iApproximate average salary by contribution assumption: employee only about $283,619 at 4% or $189,079 at 6%; with 50% employer match about $189,079 at 4% or $126,053 at 6%; with 100% employer match about $141,809 at 4% or $94,540 at 6%.
201718$398,212$111,556$13,945iApproximate average salary by contribution assumption: employee only about $348,613 at 4% or $232,408 at 6%; with 50% employer match about $232,408 at 4% or $154,939 at 6%; with 100% employer match about $174,306 at 4% or $116,204 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-8$398,212$111,556$13,945iApproximate average salary by contribution assumption: employee only about $348,613 at 4% or $232,408 at 6%; with 50% employer match about $232,408 at 4% or $154,939 at 6%; with 100% employer match about $174,306 at 4% or $116,204 at 6%.
201618$245,298$23,670$2,959iApproximate average salary by contribution assumption: employee only about $73,969 at 4% or $49,313 at 6%; with 50% employer match about $49,313 at 4% or $32,875 at 6%; with 100% employer match about $36,984 at 4% or $24,656 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-8$245,298$23,670$2,959iApproximate average salary by contribution assumption: employee only about $73,969 at 4% or $49,313 at 6%; with 50% employer match about $49,313 at 4% or $32,875 at 6%; with 100% employer match about $36,984 at 4% or $24,656 at 6%.
201516$203,395$20,377$3,396iApproximate average salary by contribution assumption: employee only about $84,904 at 4% or $56,603 at 6%; with 50% employer match about $56,603 at 4% or $37,735 at 6%; with 100% employer match about $42,452 at 4% or $28,301 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$203,395$20,377$3,396iApproximate average salary by contribution assumption: employee only about $84,904 at 4% or $56,603 at 6%; with 50% employer match about $56,603 at 4% or $37,735 at 6%; with 100% employer match about $42,452 at 4% or $28,301 at 6%.
201417$189,040$27,859$3,980iApproximate average salary by contribution assumption: employee only about $99,496 at 4% or $66,331 at 6%; with 50% employer match about $66,331 at 4% or $44,221 at 6%; with 100% employer match about $49,748 at 4% or $33,165 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-7$189,040$27,859$3,980iApproximate average salary by contribution assumption: employee only about $99,496 at 4% or $66,331 at 6%; with 50% employer match about $66,331 at 4% or $44,221 at 6%; with 100% employer match about $49,748 at 4% or $33,165 at 6%.
201316$157,057$23,131$3,855iApproximate average salary by contribution assumption: employee only about $96,379 at 4% or $64,253 at 6%; with 50% employer match about $64,253 at 4% or $42,835 at 6%; with 100% employer match about $48,190 at 4% or $32,126 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$157,057$23,131$3,855iApproximate average salary by contribution assumption: employee only about $96,379 at 4% or $64,253 at 6%; with 50% employer match about $64,253 at 4% or $42,835 at 6%; with 100% employer match about $48,190 at 4% or $32,126 at 6%.
201216$110,393$22,246$3,708iApproximate average salary by contribution assumption: employee only about $92,692 at 4% or $61,794 at 6%; with 50% employer match about $61,794 at 4% or $41,196 at 6%; with 100% employer match about $46,346 at 4% or $30,897 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$110,393$22,246$3,708iApproximate average salary by contribution assumption: employee only about $92,692 at 4% or $61,794 at 6%; with 50% employer match about $61,794 at 4% or $41,196 at 6%; with 100% employer match about $46,346 at 4% or $30,897 at 6%.
201116$76,527$21,304$3,551iApproximate average salary by contribution assumption: employee only about $88,767 at 4% or $59,178 at 6%; with 50% employer match about $59,178 at 4% or $39,452 at 6%; with 100% employer match about $44,383 at 4% or $29,589 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$76,527$21,304$3,551iApproximate average salary by contribution assumption: employee only about $88,767 at 4% or $59,178 at 6%; with 50% employer match about $59,178 at 4% or $39,452 at 6%; with 100% employer match about $44,383 at 4% or $29,589 at 6%.
201016$57,949$14,443$2,407iApproximate average salary by contribution assumption: employee only about $60,179 at 4% or $40,119 at 6%; with 50% employer match about $40,119 at 4% or $26,746 at 6%; with 100% employer match about $30,090 at 4% or $20,060 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$57,949$14,443$2,407iApproximate average salary by contribution assumption: employee only about $60,179 at 4% or $40,119 at 6%; with 50% employer match about $40,119 at 4% or $26,746 at 6%; with 100% employer match about $30,090 at 4% or $20,060 at 6%.
200916$39,850$9,713$1,619iApproximate average salary by contribution assumption: employee only about $40,471 at 4% or $26,981 at 6%; with 50% employer match about $26,981 at 4% or $17,987 at 6%; with 100% employer match about $20,235 at 4% or $13,490 at 6%.
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6$39,850$9,713$1,619iApproximate average salary by contribution assumption: employee only about $40,471 at 4% or $26,981 at 6%; with 50% employer match about $26,981 at 4% or $17,987 at 6%; with 100% employer match about $20,235 at 4% or $13,490 at 6%.
200816$0$0-
Kevin R Packham DMD 401 K Profit Sharing Plan Trust-6---