Civic Intelligence

Stephen M. Warner, DMD PC.

Plan context: STEPHEN M WARNER DMD PC PENSION PLAN AND TRUST

EIN 04-2660843 • Brimfield, MA • 19 filings • 6 plans

111 Paige Hill RoadBrimfield, MA 01010
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$1,144,665

2013 Contributions

$100,620

Historical Graphs

Total Assets Over Time

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

$1,144,665$572,333$0199920062012YearValue
$1,144,665Latest year 2012

Participants Over Time

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

630199920052012YearValue
5Latest year 2012

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
201310$0$0-
STEPHEN M WARNER DMD PC PENSION PLAN AND TRUST-0$0$0-
201215$1,144,665$100,620$20,124iApproximate average salary by contribution assumption: employee only about $503,100 at 4% or $335,400 at 6%; with 50% employer match about $335,400 at 4% or $223,600 at 6%; with 100% employer match about $251,550 at 4% or $167,700 at 6%.
STEPHEN M WARNER DMD PC PENSION PLAN AND TRUST-5$1,144,665$100,620$20,124iApproximate average salary by contribution assumption: employee only about $503,100 at 4% or $335,400 at 6%; with 50% employer match about $335,400 at 4% or $223,600 at 6%; with 100% employer match about $251,550 at 4% or $167,700 at 6%.
201115$1,079,230$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
STEPHEN M WARNER DMD PC PENSION PLAN AND TRUST-5$1,079,230$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201014$1,000,158$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
STEPHEN M WARNER DMD PC PENSION PLAN AND TRUST-4$1,000,158$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200816$647,689$70,898$11,816iApproximate average salary by contribution assumption: employee only about $295,408 at 4% or $196,939 at 6%; with 50% employer match about $196,939 at 4% or $131,293 at 6%; with 100% employer match about $147,704 at 4% or $98,469 at 6%.
STEPHEN M WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-6$647,689$70,898$11,816iApproximate average salary by contribution assumption: employee only about $295,408 at 4% or $196,939 at 6%; with 50% employer match about $196,939 at 4% or $131,293 at 6%; with 100% employer match about $147,704 at 4% or $98,469 at 6%.
200714$0$0-
STEPHEN M WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-4---
200616$863,522$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
STEPHEN M WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-6$863,522$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200526$0$0-
Stephen M. Warner, DMD PC Profit Sharing Plan-0---
STEPHEN M WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-6---
200424$579,789$140,592$35,148iApproximate average salary by contribution assumption: employee only about $878,700 at 4% or $585,800 at 6%; with 50% employer match about $585,800 at 4% or $390,533 at 6%; with 100% employer match about $439,350 at 4% or $292,900 at 6%.
STEPHEN M. WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-4$526,533$140,284$35,071iApproximate average salary by contribution assumption: employee only about $876,775 at 4% or $584,517 at 6%; with 50% employer match about $584,517 at 4% or $389,678 at 6%; with 100% employer match about $438,388 at 4% or $292,258 at 6%.
Stephen M. Warner, DMD PC Profit Sharing Plan-4$53,256$308$77iApproximate average salary by contribution assumption: employee only about $1,925 at 4% or $1,283 at 6%; with 50% employer match about $1,283 at 4% or $856 at 6%; with 100% employer match about $963 at 4% or $642 at 6%.
200323$36,629$0-
Stephen M. Warner, DMD PC Profit Sharing Plan-3$36,629--
STEPHEN M. WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-3---
200223$341,948$114,944$38,315iApproximate average salary by contribution assumption: employee only about $957,867 at 4% or $638,578 at 6%; with 50% employer match about $638,578 at 4% or $425,719 at 6%; with 100% employer match about $478,933 at 4% or $319,289 at 6%.
STEPHEN M. WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-3$306,006$114,944$38,315iApproximate average salary by contribution assumption: employee only about $957,867 at 4% or $638,578 at 6%; with 50% employer match about $638,578 at 4% or $425,719 at 6%; with 100% employer match about $478,933 at 4% or $319,289 at 6%.
Stephen M. Warner, DMD PC Profit Sharing Plan-3$35,942--
200113$0$0-
STEPHEN M. WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-3---
200024$0$0-
STEPHEN M. WARNER DMD PC DEFINED BENEFIT PLAN AND TRUST-4---
Stephen M. Warner, DMD PC Profit Sharing Plan-0---
199914$82,397$33,259$8,315iApproximate average salary by contribution assumption: employee only about $207,869 at 4% or $138,579 at 6%; with 50% employer match about $138,579 at 4% or $92,386 at 6%; with 100% employer match about $103,934 at 4% or $69,290 at 6%.
Stephen M. Warner, DMD PC Profit Sharing Plan-4$82,397$33,259$8,315iApproximate average salary by contribution assumption: employee only about $207,869 at 4% or $138,579 at 6%; with 50% employer match about $138,579 at 4% or $92,386 at 6%; with 100% employer match about $103,934 at 4% or $69,290 at 6%.