Kimberly S. Caswell
Plan context: Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan
EIN 99-0321157 • Honolulu, HI • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$2,666,732
2024 Contributions
$210,799
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 28 | $2,666,732 | $210,799 | $7,529iApproximate average salary by contribution assumption: employee only about $188,213 at 4% or $125,476 at 6%; with 50% employer match about $125,476 at 4% or $83,650 at 6%; with 100% employer match about $94,107 at 4% or $62,738 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 28 | $2,666,732 | $210,799 | $7,529iApproximate average salary by contribution assumption: employee only about $188,213 at 4% or $125,476 at 6%; with 50% employer match about $125,476 at 4% or $83,650 at 6%; with 100% employer match about $94,107 at 4% or $62,738 at 6%. |
| 2023 | 1 | 27 | $2,324,055 | $201,921 | $7,479iApproximate average salary by contribution assumption: employee only about $186,964 at 4% or $124,643 at 6%; with 50% employer match about $124,643 at 4% or $83,095 at 6%; with 100% employer match about $93,482 at 4% or $62,321 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 27 | $2,324,055 | $201,921 | $7,479iApproximate average salary by contribution assumption: employee only about $186,964 at 4% or $124,643 at 6%; with 50% employer match about $124,643 at 4% or $83,095 at 6%; with 100% employer match about $93,482 at 4% or $62,321 at 6%. |
| 2022 | 1 | 21 | $2,050,720 | $184,840 | $8,802iApproximate average salary by contribution assumption: employee only about $220,048 at 4% or $146,698 at 6%; with 50% employer match about $146,698 at 4% or $97,799 at 6%; with 100% employer match about $110,024 at 4% or $73,349 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 21 | $2,050,720 | $184,840 | $8,802iApproximate average salary by contribution assumption: employee only about $220,048 at 4% or $146,698 at 6%; with 50% employer match about $146,698 at 4% or $97,799 at 6%; with 100% employer match about $110,024 at 4% or $73,349 at 6%. |
| 2021 | 1 | 19 | $1,977,768 | $166,831 | $8,781iApproximate average salary by contribution assumption: employee only about $219,514 at 4% or $146,343 at 6%; with 50% employer match about $146,343 at 4% or $97,562 at 6%; with 100% employer match about $109,757 at 4% or $73,171 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 19 | $1,977,768 | $166,831 | $8,781iApproximate average salary by contribution assumption: employee only about $219,514 at 4% or $146,343 at 6%; with 50% employer match about $146,343 at 4% or $97,562 at 6%; with 100% employer match about $109,757 at 4% or $73,171 at 6%. |
| 2020 | 1 | 18 | $1,690,368 | $151,566 | $8,420iApproximate average salary by contribution assumption: employee only about $210,508 at 4% or $140,339 at 6%; with 50% employer match about $140,339 at 4% or $93,559 at 6%; with 100% employer match about $105,254 at 4% or $70,169 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 18 | $1,690,368 | $151,566 | $8,420iApproximate average salary by contribution assumption: employee only about $210,508 at 4% or $140,339 at 6%; with 50% employer match about $140,339 at 4% or $93,559 at 6%; with 100% employer match about $105,254 at 4% or $70,169 at 6%. |
| 2019 | 1 | 18 | $1,397,719 | $123,400 | $6,856iApproximate average salary by contribution assumption: employee only about $171,389 at 4% or $114,259 at 6%; with 50% employer match about $114,259 at 4% or $76,173 at 6%; with 100% employer match about $85,694 at 4% or $57,130 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 18 | $1,397,719 | $123,400 | $6,856iApproximate average salary by contribution assumption: employee only about $171,389 at 4% or $114,259 at 6%; with 50% employer match about $114,259 at 4% or $76,173 at 6%; with 100% employer match about $85,694 at 4% or $57,130 at 6%. |
| 2018 | 1 | 18 | $1,182,873 | $79,800 | $4,433iApproximate average salary by contribution assumption: employee only about $110,833 at 4% or $73,889 at 6%; with 50% employer match about $73,889 at 4% or $49,259 at 6%; with 100% employer match about $55,417 at 4% or $36,944 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 18 | $1,182,873 | $79,800 | $4,433iApproximate average salary by contribution assumption: employee only about $110,833 at 4% or $73,889 at 6%; with 50% employer match about $73,889 at 4% or $49,259 at 6%; with 100% employer match about $55,417 at 4% or $36,944 at 6%. |
| 2017 | 1 | 19 | $1,170,386 | $76,600 | $4,032iApproximate average salary by contribution assumption: employee only about $100,789 at 4% or $67,193 at 6%; with 50% employer match about $67,193 at 4% or $44,795 at 6%; with 100% employer match about $50,395 at 4% or $33,596 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 19 | $1,170,386 | $76,600 | $4,032iApproximate average salary by contribution assumption: employee only about $100,789 at 4% or $67,193 at 6%; with 50% employer match about $67,193 at 4% or $44,795 at 6%; with 100% employer match about $50,395 at 4% or $33,596 at 6%. |
| 2016 | 1 | 18 | $991,436 | $70,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 18 | $991,436 | $70,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |
| 2015 | 1 | 14 | $863,349 | $70,000 | $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%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 14 | $863,349 | $70,000 | $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%. |
| 2014 | 1 | 10 | $825,206 | $0 | - |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 10 | $825,206 | $0 | - |
| 2013 | 1 | 17 | $945,713 | $6,000 | $353iApproximate average salary by contribution assumption: employee only about $8,824 at 4% or $5,882 at 6%; with 50% employer match about $5,882 at 4% or $3,922 at 6%; with 100% employer match about $4,412 at 4% or $2,941 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 17 | $945,713 | $6,000 | $353iApproximate average salary by contribution assumption: employee only about $8,824 at 4% or $5,882 at 6%; with 50% employer match about $5,882 at 4% or $3,922 at 6%; with 100% employer match about $4,412 at 4% or $2,941 at 6%. |
| 2012 | 1 | 16 | $957,120 | $79,056 | $4,941iApproximate average salary by contribution assumption: employee only about $123,525 at 4% or $82,350 at 6%; with 50% employer match about $82,350 at 4% or $54,900 at 6%; with 100% employer match about $61,763 at 4% or $41,175 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 16 | $957,120 | $79,056 | $4,941iApproximate average salary by contribution assumption: employee only about $123,525 at 4% or $82,350 at 6%; with 50% employer match about $82,350 at 4% or $54,900 at 6%; with 100% employer match about $61,763 at 4% or $41,175 at 6%. |
| 2011 | 1 | 16 | $975,352 | $12,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 16 | $975,352 | $12,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| 2010 | 1 | 16 | $1,075,104 | $82,012 | $5,126iApproximate average salary by contribution assumption: employee only about $128,144 at 4% or $85,429 at 6%; with 50% employer match about $85,429 at 4% or $56,953 at 6%; with 100% employer match about $64,072 at 4% or $42,715 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 16 | $1,075,104 | $82,012 | $5,126iApproximate average salary by contribution assumption: employee only about $128,144 at 4% or $85,429 at 6%; with 50% employer match about $85,429 at 4% or $56,953 at 6%; with 100% employer match about $64,072 at 4% or $42,715 at 6%. |
| 2009 | 1 | 15 | $973,008 | $79,790 | $5,319iApproximate average salary by contribution assumption: employee only about $132,983 at 4% or $88,656 at 6%; with 50% employer match about $88,656 at 4% or $59,104 at 6%; with 100% employer match about $66,492 at 4% or $44,328 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 15 | $973,008 | $79,790 | $5,319iApproximate average salary by contribution assumption: employee only about $132,983 at 4% or $88,656 at 6%; with 50% employer match about $88,656 at 4% or $59,104 at 6%; with 100% employer match about $66,492 at 4% or $44,328 at 6%. |
| 2008 | 1 | 8 | $734,035 | $71,942 | $8,993iApproximate average salary by contribution assumption: employee only about $224,819 at 4% or $149,879 at 6%; with 50% employer match about $149,879 at 4% or $99,919 at 6%; with 100% employer match about $112,409 at 4% or $74,940 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 8 | $734,035 | $71,942 | $8,993iApproximate average salary by contribution assumption: employee only about $224,819 at 4% or $149,879 at 6%; with 50% employer match about $149,879 at 4% or $99,919 at 6%; with 100% employer match about $112,409 at 4% or $74,940 at 6%. |
| 2007 | 1 | 8 | $868,065 | $91,360 | $11,420iApproximate average salary by contribution assumption: employee only about $285,500 at 4% or $190,333 at 6%; with 50% employer match about $190,333 at 4% or $126,889 at 6%; with 100% employer match about $142,750 at 4% or $95,167 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 8 | $868,065 | $91,360 | $11,420iApproximate average salary by contribution assumption: employee only about $285,500 at 4% or $190,333 at 6%; with 50% employer match about $190,333 at 4% or $126,889 at 6%; with 100% employer match about $142,750 at 4% or $95,167 at 6%. |
| 2006 | 1 | 9 | $672,095 | $68,832 | $7,648iApproximate average salary by contribution assumption: employee only about $191,200 at 4% or $127,467 at 6%; with 50% employer match about $127,467 at 4% or $84,978 at 6%; with 100% employer match about $95,600 at 4% or $63,733 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 9 | $672,095 | $68,832 | $7,648iApproximate average salary by contribution assumption: employee only about $191,200 at 4% or $127,467 at 6%; with 50% employer match about $127,467 at 4% or $84,978 at 6%; with 100% employer match about $95,600 at 4% or $63,733 at 6%. |
| 2005 | 1 | 7 | $521,227 | $67,073 | $9,582iApproximate average salary by contribution assumption: employee only about $239,546 at 4% or $159,698 at 6%; with 50% employer match about $159,698 at 4% or $106,465 at 6%; with 100% employer match about $119,773 at 4% or $79,849 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 7 | $521,227 | $67,073 | $9,582iApproximate average salary by contribution assumption: employee only about $239,546 at 4% or $159,698 at 6%; with 50% employer match about $159,698 at 4% or $106,465 at 6%; with 100% employer match about $119,773 at 4% or $79,849 at 6%. |
| 2004 | 1 | 6 | $419,403 | $59,695 | $9,949iApproximate average salary by contribution assumption: employee only about $248,729 at 4% or $165,819 at 6%; with 50% employer match about $165,819 at 4% or $110,546 at 6%; with 100% employer match about $124,365 at 4% or $82,910 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 6 | $419,403 | $59,695 | $9,949iApproximate average salary by contribution assumption: employee only about $248,729 at 4% or $165,819 at 6%; with 50% employer match about $165,819 at 4% or $110,546 at 6%; with 100% employer match about $124,365 at 4% or $82,910 at 6%. |
| 2003 | 1 | 5 | $357,109 | $127,821 | $25,564iApproximate average salary by contribution assumption: employee only about $639,105 at 4% or $426,070 at 6%; with 50% employer match about $426,070 at 4% or $284,047 at 6%; with 100% employer match about $319,553 at 4% or $213,035 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 5 | $357,109 | $127,821 | $25,564iApproximate average salary by contribution assumption: employee only about $639,105 at 4% or $426,070 at 6%; with 50% employer match about $426,070 at 4% or $284,047 at 6%; with 100% employer match about $319,553 at 4% or $213,035 at 6%. |
| 2002 | 1 | 6 | $206,665 | $62,570 | $10,428iApproximate average salary by contribution assumption: employee only about $260,708 at 4% or $173,806 at 6%; with 50% employer match about $173,806 at 4% or $115,870 at 6%; with 100% employer match about $130,354 at 4% or $86,903 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 6 | $206,665 | $62,570 | $10,428iApproximate average salary by contribution assumption: employee only about $260,708 at 4% or $173,806 at 6%; with 50% employer match about $173,806 at 4% or $115,870 at 6%; with 100% employer match about $130,354 at 4% or $86,903 at 6%. |
| 2001 | 1 | 7 | $148,920 | $51,186 | $7,312iApproximate average salary by contribution assumption: employee only about $182,807 at 4% or $121,871 at 6%; with 50% employer match about $121,871 at 4% or $81,248 at 6%; with 100% employer match about $91,404 at 4% or $60,936 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 7 | $148,920 | $51,186 | $7,312iApproximate average salary by contribution assumption: employee only about $182,807 at 4% or $121,871 at 6%; with 50% employer match about $121,871 at 4% or $81,248 at 6%; with 100% employer match about $91,404 at 4% or $60,936 at 6%. |
| 2000 | 1 | 5 | $103,317 | $41,778 | $8,356iApproximate average salary by contribution assumption: employee only about $208,890 at 4% or $139,260 at 6%; with 50% employer match about $139,260 at 4% or $92,840 at 6%; with 100% employer match about $104,445 at 4% or $69,630 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 5 | $103,317 | $41,778 | $8,356iApproximate average salary by contribution assumption: employee only about $208,890 at 4% or $139,260 at 6%; with 50% employer match about $139,260 at 4% or $92,840 at 6%; with 100% employer match about $104,445 at 4% or $69,630 at 6%. |
| 1999 | 1 | 3 | $73,994 | $30,791 | $10,264iApproximate average salary by contribution assumption: employee only about $256,592 at 4% or $171,061 at 6%; with 50% employer match about $171,061 at 4% or $114,041 at 6%; with 100% employer match about $128,296 at 4% or $85,531 at 6%. |
| Kimberly S. Caswell, D.D.S., M.S. Profit Sharing Plan | - | 3 | $73,994 | $30,791 | $10,264iApproximate average salary by contribution assumption: employee only about $256,592 at 4% or $171,061 at 6%; with 50% employer match about $171,061 at 4% or $114,041 at 6%; with 100% employer match about $128,296 at 4% or $85,531 at 6%. |