Civic Intelligence

Balfour Kay

Plan context: B. Jeffrey Kay, Dds Standardized Profit Sharing Plan

EIN 94-3111919 • San Mateo, CA • 25 filings • 9 plans

255 N San Mateo DrSan Mateo, CA 94401-2655
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$488,625

2023 Contributions

$2

Historical Graphs

Total Assets Over Time

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

$595,069$297,535$0199920112022YearValue
$488,625Latest year 2022

Participants Over Time

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

210199920112022YearValue
2Latest 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-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-0$0$0-
202212$488,625$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$488,625$0-
202112$595,069$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$595,069$0-
202012$479,855$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$479,855$0-
201912$418,237$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$418,237$0-
201812$328,250$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$328,250$0-
201712$355,091$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$355,091$0-
201612$301,811$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$301,811$0-
201512$273,353$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$273,353$0-
201412$276,833$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$276,833$0-
201312$252,366$2$1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$252,366$2$1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%.
201212$207,586$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$207,586--
201112$187,836$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$187,836--
201012$188,255$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$188,255--
200912$167,716$0-
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$167,716--
200811$141,302$5,000$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%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-1$141,302$5,000$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%.
200711$186,020$2,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-1$186,020$2,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200612$187,938$7,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$187,938$7,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200511$158,218$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-1$158,218$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
200411$147,662$11,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-1$147,662$11,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
200312$124,138$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$124,138$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
200212$91,907$14,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$91,907$14,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
200112$76,304$14,667$7,334iApproximate average salary by contribution assumption: employee only about $183,338 at 4% or $122,225 at 6%; with 50% employer match about $122,225 at 4% or $81,483 at 6%; with 100% employer match about $91,669 at 4% or $61,113 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$76,304$14,667$7,334iApproximate average salary by contribution assumption: employee only about $183,338 at 4% or $122,225 at 6%; with 50% employer match about $122,225 at 4% or $81,483 at 6%; with 100% employer match about $91,669 at 4% or $61,113 at 6%.
200012$58,320$14,667$7,334iApproximate average salary by contribution assumption: employee only about $183,338 at 4% or $122,225 at 6%; with 50% employer match about $122,225 at 4% or $81,483 at 6%; with 100% employer match about $91,669 at 4% or $61,113 at 6%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$58,320$14,667$7,334iApproximate average salary by contribution assumption: employee only about $183,338 at 4% or $122,225 at 6%; with 50% employer match about $122,225 at 4% or $81,483 at 6%; with 100% employer match about $91,669 at 4% or $61,113 at 6%.
199912$41,473$10,000$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%.
B. Jeffrey Kay, Dds Standardized Profit Sharing Plan-2$41,473$10,000$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%.