Civic Intelligence

Steven Baratz, D.M.D.

Plan context: STEVEN BARATZ, DMD PENSION PLAN

EIN 04-2603253 • Marblehead, MA • 30 filings • 5 plans

26 Coolidge RoadMarblehead, MA 01945-1710
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$2,037,686

2017 Contributions

$120,000

Historical Graphs

Total Assets Over Time

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

$4,255,508$2,127,754$0199920092016YearValue
$2,037,686Latest year 2016

Participants Over Time

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

1160199920082016YearValue
7Latest year 2016

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
201710$0$120,000-
STEVEN BARATZ, DMD PENSION PLAN-0$0$120,000-
201627$2,037,686$2,593$370iApproximate average salary by contribution assumption: employee only about $9,261 at 4% or $6,174 at 6%; with 50% employer match about $6,174 at 4% or $4,116 at 6%; with 100% employer match about $4,630 at 4% or $3,087 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-7$2,037,686--
Steven Baratz, D.M.D. Profit Sharing Plan-0$0$2,593-
201529$4,255,508$274,779$30,531iApproximate average salary by contribution assumption: employee only about $763,275 at 4% or $508,850 at 6%; with 50% employer match about $508,850 at 4% or $339,233 at 6%; with 100% employer match about $381,638 at 4% or $254,425 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-9$2,241,658$38,779$4,309iApproximate average salary by contribution assumption: employee only about $107,719 at 4% or $71,813 at 6%; with 50% employer match about $71,813 at 4% or $47,875 at 6%; with 100% employer match about $53,860 at 4% or $35,906 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-7$2,013,850$236,000$33,714iApproximate average salary by contribution assumption: employee only about $842,857 at 4% or $561,905 at 6%; with 50% employer match about $561,905 at 4% or $374,603 at 6%; with 100% employer match about $421,429 at 4% or $280,952 at 6%.
201428$4,037,111$301,225$37,653iApproximate average salary by contribution assumption: employee only about $941,328 at 4% or $627,552 at 6%; with 50% employer match about $627,552 at 4% or $418,368 at 6%; with 100% employer match about $470,664 at 4% or $313,776 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-8$2,224,119$36,355$4,544iApproximate average salary by contribution assumption: employee only about $113,609 at 4% or $75,740 at 6%; with 50% employer match about $75,740 at 4% or $50,493 at 6%; with 100% employer match about $56,805 at 4% or $37,870 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-5$1,812,992$264,870$52,974iApproximate average salary by contribution assumption: employee only about $1,324,350 at 4% or $882,900 at 6%; with 50% employer match about $882,900 at 4% or $588,600 at 6%; with 100% employer match about $662,175 at 4% or $441,450 at 6%.
201328$3,655,131$293,898$36,737iApproximate average salary by contribution assumption: employee only about $918,431 at 4% or $612,288 at 6%; with 50% employer match about $612,288 at 4% or $408,192 at 6%; with 100% employer match about $459,216 at 4% or $306,144 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-8$2,137,457$37,091$4,636iApproximate average salary by contribution assumption: employee only about $115,909 at 4% or $77,273 at 6%; with 50% employer match about $77,273 at 4% or $51,515 at 6%; with 100% employer match about $57,955 at 4% or $38,636 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-6$1,517,674$256,807$42,801iApproximate average salary by contribution assumption: employee only about $1,070,029 at 4% or $713,353 at 6%; with 50% employer match about $713,353 at 4% or $475,569 at 6%; with 100% employer match about $535,015 at 4% or $356,676 at 6%.
201227$3,351,942$252,777$36,111iApproximate average salary by contribution assumption: employee only about $902,775 at 4% or $601,850 at 6%; with 50% employer match about $601,850 at 4% or $401,233 at 6%; with 100% employer match about $451,388 at 4% or $300,925 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-7$2,079,160$34,777$4,968iApproximate average salary by contribution assumption: employee only about $124,204 at 4% or $82,802 at 6%; with 50% employer match about $82,802 at 4% or $55,202 at 6%; with 100% employer match about $62,102 at 4% or $41,401 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-5$1,272,782$218,000$43,600iApproximate average salary by contribution assumption: employee only about $1,090,000 at 4% or $726,667 at 6%; with 50% employer match about $726,667 at 4% or $484,444 at 6%; with 100% employer match about $545,000 at 4% or $363,333 at 6%.
201127$3,020,792$272,312$38,902iApproximate average salary by contribution assumption: employee only about $972,543 at 4% or $648,362 at 6%; with 50% employer match about $648,362 at 4% or $432,241 at 6%; with 100% employer match about $486,271 at 4% or $324,181 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-7$1,985,047$42,312$6,045iApproximate average salary by contribution assumption: employee only about $151,114 at 4% or $100,743 at 6%; with 50% employer match about $100,743 at 4% or $67,162 at 6%; with 100% employer match about $75,557 at 4% or $50,371 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-5$1,035,745$230,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
2010210$2,934,766$260,703$26,070iApproximate average salary by contribution assumption: employee only about $651,758 at 4% or $434,505 at 6%; with 50% employer match about $434,505 at 4% or $289,670 at 6%; with 100% employer match about $325,879 at 4% or $217,253 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-10$2,140,223$45,703$4,570iApproximate average salary by contribution assumption: employee only about $114,258 at 4% or $76,172 at 6%; with 50% employer match about $76,172 at 4% or $50,781 at 6%; with 100% employer match about $57,129 at 4% or $38,086 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-4$794,543$215,000$53,750iApproximate average salary by contribution assumption: employee only about $1,343,750 at 4% or $895,833 at 6%; with 50% employer match about $895,833 at 4% or $597,222 at 6%; with 100% employer match about $671,875 at 4% or $447,917 at 6%.
2009211$2,636,825$261,887$23,808iApproximate average salary by contribution assumption: employee only about $595,198 at 4% or $396,798 at 6%; with 50% employer match about $396,798 at 4% or $264,532 at 6%; with 100% employer match about $297,599 at 4% or $198,399 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-11$2,062,397$47,869$4,352iApproximate average salary by contribution assumption: employee only about $108,793 at 4% or $72,529 at 6%; with 50% employer match about $72,529 at 4% or $48,353 at 6%; with 100% employer match about $54,397 at 4% or $36,264 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-5$574,428$214,018$42,804iApproximate average salary by contribution assumption: employee only about $1,070,090 at 4% or $713,393 at 6%; with 50% employer match about $713,393 at 4% or $475,596 at 6%; with 100% employer match about $535,045 at 4% or $356,697 at 6%.
200823$2,349,575$234,826$78,275iApproximate average salary by contribution assumption: employee only about $1,956,883 at 4% or $1,304,589 at 6%; with 50% employer match about $1,304,589 at 4% or $869,726 at 6%; with 100% employer match about $978,442 at 4% or $652,294 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-3$1,989,440$41,826$13,942iApproximate average salary by contribution assumption: employee only about $348,550 at 4% or $232,367 at 6%; with 50% employer match about $232,367 at 4% or $154,911 at 6%; with 100% employer match about $174,275 at 4% or $116,183 at 6%.
STEVEN BARATZ, DMD PENSION PLAN-3$360,135$193,000$64,333iApproximate average salary by contribution assumption: employee only about $1,608,333 at 4% or $1,072,222 at 6%; with 50% employer match about $1,072,222 at 4% or $714,815 at 6%; with 100% employer match about $804,167 at 4% or $536,111 at 6%.
200724$0$0-
Steven Baratz, D.M.D. Profit Sharing Plan-4---
STEVEN BARATZ, DMD PENSION PLAN-4---
200615$1,855,879$52,222$10,444iApproximate average salary by contribution assumption: employee only about $261,110 at 4% or $174,073 at 6%; with 50% employer match about $174,073 at 4% or $116,049 at 6%; with 100% employer match about $130,555 at 4% or $87,037 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-5$1,855,879$52,222$10,444iApproximate average salary by contribution assumption: employee only about $261,110 at 4% or $174,073 at 6%; with 50% employer match about $174,073 at 4% or $116,049 at 6%; with 100% employer match about $130,555 at 4% or $87,037 at 6%.
200514$1,631,116$47,462$11,866iApproximate average salary by contribution assumption: employee only about $296,638 at 4% or $197,758 at 6%; with 50% employer match about $197,758 at 4% or $131,839 at 6%; with 100% employer match about $148,319 at 4% or $98,879 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-4$1,631,116$47,462$11,866iApproximate average salary by contribution assumption: employee only about $296,638 at 4% or $197,758 at 6%; with 50% employer match about $197,758 at 4% or $131,839 at 6%; with 100% employer match about $148,319 at 4% or $98,879 at 6%.
200412$1,458,867$44,558$22,279iApproximate average salary by contribution assumption: employee only about $556,975 at 4% or $371,317 at 6%; with 50% employer match about $371,317 at 4% or $247,544 at 6%; with 100% employer match about $278,488 at 4% or $185,658 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-2$1,458,867$44,558$22,279iApproximate average salary by contribution assumption: employee only about $556,975 at 4% or $371,317 at 6%; with 50% employer match about $371,317 at 4% or $247,544 at 6%; with 100% employer match about $278,488 at 4% or $185,658 at 6%.
200314$1,324,849$43,382$10,846iApproximate average salary by contribution assumption: employee only about $271,138 at 4% or $180,758 at 6%; with 50% employer match about $180,758 at 4% or $120,506 at 6%; with 100% employer match about $135,569 at 4% or $90,379 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-4$1,324,849$43,382$10,846iApproximate average salary by contribution assumption: employee only about $271,138 at 4% or $180,758 at 6%; with 50% employer match about $180,758 at 4% or $120,506 at 6%; with 100% employer match about $135,569 at 4% or $90,379 at 6%.
200213$1,078,859$47,933$15,978iApproximate average salary by contribution assumption: employee only about $399,442 at 4% or $266,294 at 6%; with 50% employer match about $266,294 at 4% or $177,530 at 6%; with 100% employer match about $199,721 at 4% or $133,147 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-3$1,078,859$47,933$15,978iApproximate average salary by contribution assumption: employee only about $399,442 at 4% or $266,294 at 6%; with 50% employer match about $266,294 at 4% or $177,530 at 6%; with 100% employer match about $199,721 at 4% or $133,147 at 6%.
200123$0$0-
Steven Baratz, D.M.D. Profit Sharing Plan-3---
Steven Baratz, D.M.D. Profit Sharing Plan-3---
200015$2,224,101$37,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-5$2,224,101$37,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
199915$2,375,195$39,000$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
Steven Baratz, D.M.D. Profit Sharing Plan-5$2,375,195$39,000$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.