Civic Intelligence

Stuart M. Sandfield

Plan context: Dr. Stuart M. Sandfield Self-Employed 401(K) Plan

EIN 04-2677717 • Marblehead, MA • 18 filings • 5 plans

3 Ferry LnMarblehead, MA 01945-3206
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$36,073

2017 Contributions

$54,600

Historical Graphs

Total Assets Over Time

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

$1,420,204$710,102$0200320092013YearValue
$36,073Latest year 2013

Participants Over Time

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

210200320082013YearValue
1Latest year 2013

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$54,600-
Dr. Stuart M. Sandfield Self-Employed 401(K) Plan-0$0$54,600-
201311$36,073$0-
Dr. Stuart M. Sandfield Self-Employed 401(K) Plan-1$36,073--
201221$34,066$0-
Dr. Stuart M. Sandfield Self-Employed 401(K) Plan-1$34,066--
Dr. Stuart M. Sandfield Profit Sharing Plan-0$0--
201121$1,388,305$38,712$38,712iApproximate average salary by contribution assumption: employee only about $967,800 at 4% or $645,200 at 6%; with 50% employer match about $645,200 at 4% or $430,133 at 6%; with 100% employer match about $483,900 at 4% or $322,600 at 6%.
Dr. Stuart M. Sandfield Profit Sharing Plan-1$780,981$38,712$38,712iApproximate average salary by contribution assumption: employee only about $967,800 at 4% or $645,200 at 6%; with 50% employer match about $645,200 at 4% or $430,133 at 6%; with 100% employer match about $483,900 at 4% or $322,600 at 6%.
Dr. Stuart M. Sandfield Self-Employed 401(K) Plan-1$607,324--
201021$1,420,204$79,098$79,098iApproximate average salary by contribution assumption: employee only about $1,977,450 at 4% or $1,318,300 at 6%; with 50% employer match about $1,318,300 at 4% or $878,867 at 6%; with 100% employer match about $988,725 at 4% or $659,150 at 6%.
Dr. Stuart M. Sandfield Profit Sharing Plan-1$760,749$79,098$79,098iApproximate average salary by contribution assumption: employee only about $1,977,450 at 4% or $1,318,300 at 6%; with 50% employer match about $1,318,300 at 4% or $878,867 at 6%; with 100% employer match about $988,725 at 4% or $659,150 at 6%.
Dr. Stuart M. Sandfield Self-Employed 401(K) Plan-1$659,455--
200921$1,172,732$48,405$48,405iApproximate average salary by contribution assumption: employee only about $1,210,125 at 4% or $806,750 at 6%; with 50% employer match about $806,750 at 4% or $537,833 at 6%; with 100% employer match about $605,063 at 4% or $403,375 at 6%.
Dr. Stuart M. Sandfield Profit Sharing Plan-1$597,255$48,405$48,405iApproximate average salary by contribution assumption: employee only about $1,210,125 at 4% or $806,750 at 6%; with 50% employer match about $806,750 at 4% or $537,833 at 6%; with 100% employer match about $605,063 at 4% or $403,375 at 6%.
Dr. Stuart M. Sandfield Self-Employed 401(K) Plan-1$575,477--
200821$932,831$35,354$35,354iApproximate average salary by contribution assumption: employee only about $883,850 at 4% or $589,233 at 6%; with 50% employer match about $589,233 at 4% or $392,822 at 6%; with 100% employer match about $441,925 at 4% or $294,617 at 6%.
Dr. Stuart M. Sandfield Self-Employed 401(K) Plan-1$471,659--
Dr. Stuart M. Sandfield Profit Sharing Plan-1$461,172$35,354$35,354iApproximate average salary by contribution assumption: employee only about $883,850 at 4% or $589,233 at 6%; with 50% employer match about $589,233 at 4% or $392,822 at 6%; with 100% employer match about $441,925 at 4% or $294,617 at 6%.
200711$0$0-
Dr. Stuart M. Sandfield Profit Sharing Plan-1---
200612$1,267,347$30,000$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%.
Dr. Stuart M. Sandfield Profit Sharing Plan-2$1,267,347$30,000$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%.
200512$1,086,026$49,580$24,790iApproximate average salary by contribution assumption: employee only about $619,750 at 4% or $413,167 at 6%; with 50% employer match about $413,167 at 4% or $275,444 at 6%; with 100% employer match about $309,875 at 4% or $206,583 at 6%.
Dr. Stuart M. Sandfield Profit Sharing Plan-2$1,086,026$49,580$24,790iApproximate average salary by contribution assumption: employee only about $619,750 at 4% or $413,167 at 6%; with 50% employer match about $413,167 at 4% or $275,444 at 6%; with 100% employer match about $309,875 at 4% or $206,583 at 6%.
200412$957,492$48,839$24,420iApproximate average salary by contribution assumption: employee only about $610,488 at 4% or $406,992 at 6%; with 50% employer match about $406,992 at 4% or $271,328 at 6%; with 100% employer match about $305,244 at 4% or $203,496 at 6%.
Dr. Stuart M. Sandfield Profit Sharing Plan-2$957,492$48,839$24,420iApproximate average salary by contribution assumption: employee only about $610,488 at 4% or $406,992 at 6%; with 50% employer match about $406,992 at 4% or $271,328 at 6%; with 100% employer match about $305,244 at 4% or $203,496 at 6%.
200322$803,589$48,235$24,118iApproximate average salary by contribution assumption: employee only about $602,938 at 4% or $401,958 at 6%; with 50% employer match about $401,958 at 4% or $267,972 at 6%; with 100% employer match about $301,469 at 4% or $200,979 at 6%.
Dr. Stuart M. Sandfield Profit Sharing Plan-2$803,589$48,235$24,118iApproximate average salary by contribution assumption: employee only about $602,938 at 4% or $401,958 at 6%; with 50% employer match about $401,958 at 4% or $267,972 at 6%; with 100% employer match about $301,469 at 4% or $200,979 at 6%.
Dr. Stuart M. Sandfield Self-Employed 401(K) Plan-0---