Civic Intelligence

Kathleen Kennedy, O.D.

Plan context: Kathleen Kennedy, O.D. Profit Sharing Plan

EIN 94-3137278 • 9 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$399,925

2005 Contributions

$58,088

Historical Graphs

Total Assets Over Time

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

$531,573$265,787$0199920032004YearValue
$399,925Latest year 2004

Participants Over Time

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

530199920012004YearValue
2Latest year 2004

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
200510$0$0-
Kathleen Kennedy, O.D. Profit Sharing Plan-0---
200412$399,925$0-
Kathleen Kennedy, O.D. Profit Sharing Plan-2$399,925--
200314$451,265$0-
Kathleen Kennedy, O.D. Profit Sharing Plan-4$451,265--
200125$0$0-
Kathleen Kennedy, O.D. Money Purchase Pension Plan-5---
Kathleen Kennedy, O.D. Profit Sharing Plan-5---
200025$531,573$58,088$11,618iApproximate average salary by contribution assumption: employee only about $290,440 at 4% or $193,627 at 6%; with 50% employer match about $193,627 at 4% or $129,084 at 6%; with 100% employer match about $145,220 at 4% or $96,813 at 6%.
Kathleen Kennedy, O.D. Profit Sharing Plan-5$305,840$33,345$6,669iApproximate average salary by contribution assumption: employee only about $166,725 at 4% or $111,150 at 6%; with 50% employer match about $111,150 at 4% or $74,100 at 6%; with 100% employer match about $83,363 at 4% or $55,575 at 6%.
Kathleen Kennedy, O.D. Money Purchase Pension Plan-5$225,733$24,743$4,949iApproximate average salary by contribution assumption: employee only about $123,715 at 4% or $82,477 at 6%; with 50% employer match about $82,477 at 4% or $54,984 at 6%; with 100% employer match about $61,858 at 4% or $41,238 at 6%.
199924$528,362$49,258$12,315iApproximate average salary by contribution assumption: employee only about $307,863 at 4% or $205,242 at 6%; with 50% employer match about $205,242 at 4% or $136,828 at 6%; with 100% employer match about $153,931 at 4% or $102,621 at 6%.
Kathleen Kennedy, O.D. Profit Sharing Plan-4$293,733$24,860$6,215iApproximate average salary by contribution assumption: employee only about $155,375 at 4% or $103,583 at 6%; with 50% employer match about $103,583 at 4% or $69,056 at 6%; with 100% employer match about $77,688 at 4% or $51,792 at 6%.
Kathleen Kennedy, O.D. Money Purchase Pension Plan-4$234,629$24,398$6,100iApproximate average salary by contribution assumption: employee only about $152,488 at 4% or $101,658 at 6%; with 50% employer match about $101,658 at 4% or $67,772 at 6%; with 100% employer match about $76,244 at 4% or $50,829 at 6%.