Civic Intelligence

Robert G. Stein, D.M.D. PC.

Plan context: Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust

EIN 04-2739227 • Peabody, MA • 31 filings • 8 plans

125 Main StreetPeabody, MA 01960-0000
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,253,838

2019 Contributions

$32,000

Historical Graphs

Total Assets Over Time

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

$3,736,596$1,868,298$0200020122019YearValue
$1,253,838Latest year 2019

Participants Over Time

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

1470200020102019YearValue
1Latest year 2019

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
201911$1,253,838$32,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-1$1,253,838$32,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201811$1,012,925$34,500$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-1$1,012,925$34,500$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
201732$2,367,832$36,500$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
ROBERT G., STEIN, D.M.D., P.C. CASH BALANCE PLAN-2$1,285,065--
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-2$1,082,767$36,500$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-0$0--
2016210$2,690,566$231,348$23,135iApproximate average salary by contribution assumption: employee only about $578,370 at 4% or $385,580 at 6%; with 50% employer match about $385,580 at 4% or $257,053 at 6%; with 100% employer match about $289,185 at 4% or $192,790 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-10$1,457,521$199,413$19,941iApproximate average salary by contribution assumption: employee only about $498,533 at 4% or $332,355 at 6%; with 50% employer match about $332,355 at 4% or $221,570 at 6%; with 100% employer match about $249,266 at 4% or $166,178 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-10$1,233,045$31,935$3,194iApproximate average salary by contribution assumption: employee only about $79,838 at 4% or $53,225 at 6%; with 50% employer match about $53,225 at 4% or $35,483 at 6%; with 100% employer match about $39,919 at 4% or $26,613 at 6%.
2015214$3,736,596$269,731$19,267iApproximate average salary by contribution assumption: employee only about $481,663 at 4% or $321,108 at 6%; with 50% employer match about $321,108 at 4% or $214,072 at 6%; with 100% employer match about $240,831 at 4% or $160,554 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-14$2,332,838$135,748$9,696iApproximate average salary by contribution assumption: employee only about $242,407 at 4% or $161,605 at 6%; with 50% employer match about $161,605 at 4% or $107,737 at 6%; with 100% employer match about $121,204 at 4% or $80,802 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-13$1,403,758$133,983$10,306iApproximate average salary by contribution assumption: employee only about $257,660 at 4% or $171,773 at 6%; with 50% employer match about $171,773 at 4% or $114,515 at 6%; with 100% employer match about $128,830 at 4% or $85,887 at 6%.
2014214$3,716,039$249,165$17,798iApproximate average salary by contribution assumption: employee only about $444,938 at 4% or $296,625 at 6%; with 50% employer match about $296,625 at 4% or $197,750 at 6%; with 100% employer match about $222,469 at 4% or $148,313 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-14$2,276,812$129,767$9,269iApproximate average salary by contribution assumption: employee only about $231,727 at 4% or $154,485 at 6%; with 50% employer match about $154,485 at 4% or $102,990 at 6%; with 100% employer match about $115,863 at 4% or $77,242 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-13$1,439,227$119,398$9,184iApproximate average salary by contribution assumption: employee only about $229,612 at 4% or $153,074 at 6%; with 50% employer match about $153,074 at 4% or $102,050 at 6%; with 100% employer match about $114,806 at 4% or $76,537 at 6%.
2013214$3,438,347$275,694$19,692iApproximate average salary by contribution assumption: employee only about $492,311 at 4% or $328,207 at 6%; with 50% employer match about $328,207 at 4% or $218,805 at 6%; with 100% employer match about $246,155 at 4% or $164,104 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-14$2,059,557$129,107$9,222iApproximate average salary by contribution assumption: employee only about $230,548 at 4% or $153,699 at 6%; with 50% employer match about $153,699 at 4% or $102,466 at 6%; with 100% employer match about $115,274 at 4% or $76,849 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-12$1,378,790$146,587$12,216iApproximate average salary by contribution assumption: employee only about $305,390 at 4% or $203,593 at 6%; with 50% employer match about $203,593 at 4% or $135,729 at 6%; with 100% employer match about $152,695 at 4% or $101,797 at 6%.
2012213$2,740,664$267,038$20,541iApproximate average salary by contribution assumption: employee only about $513,535 at 4% or $342,356 at 6%; with 50% employer match about $342,356 at 4% or $228,238 at 6%; with 100% employer match about $256,767 at 4% or $171,178 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-13$1,638,430$124,600$9,585iApproximate average salary by contribution assumption: employee only about $239,615 at 4% or $159,744 at 6%; with 50% employer match about $159,744 at 4% or $106,496 at 6%; with 100% employer match about $119,808 at 4% or $79,872 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-11$1,102,234$142,438$12,949iApproximate average salary by contribution assumption: employee only about $323,723 at 4% or $215,815 at 6%; with 50% employer match about $215,815 at 4% or $143,877 at 6%; with 100% employer match about $161,861 at 4% or $107,908 at 6%.
2011213$2,201,134$284,415$21,878iApproximate average salary by contribution assumption: employee only about $546,952 at 4% or $364,635 at 6%; with 50% employer match about $364,635 at 4% or $243,090 at 6%; with 100% employer match about $273,476 at 4% or $182,317 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-13$1,338,171$120,647$9,281iApproximate average salary by contribution assumption: employee only about $232,013 at 4% or $154,676 at 6%; with 50% employer match about $154,676 at 4% or $103,117 at 6%; with 100% employer match about $116,007 at 4% or $77,338 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-11$862,963$163,768$14,888iApproximate average salary by contribution assumption: employee only about $372,200 at 4% or $248,133 at 6%; with 50% employer match about $248,133 at 4% or $165,422 at 6%; with 100% employer match about $186,100 at 4% or $124,067 at 6%.
2010214$1,984,502$269,716$19,265iApproximate average salary by contribution assumption: employee only about $481,636 at 4% or $321,090 at 6%; with 50% employer match about $321,090 at 4% or $214,060 at 6%; with 100% employer match about $240,818 at 4% or $160,545 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-14$1,256,648$120,546$8,610iApproximate average salary by contribution assumption: employee only about $215,261 at 4% or $143,507 at 6%; with 50% employer match about $143,507 at 4% or $95,671 at 6%; with 100% employer match about $107,630 at 4% or $71,754 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-11$727,854$149,170$13,561iApproximate average salary by contribution assumption: employee only about $339,023 at 4% or $226,015 at 6%; with 50% employer match about $226,015 at 4% or $150,677 at 6%; with 100% employer match about $169,511 at 4% or $113,008 at 6%.
2009214$1,528,137$282,471$20,177iApproximate average salary by contribution assumption: employee only about $504,413 at 4% or $336,275 at 6%; with 50% employer match about $336,275 at 4% or $224,183 at 6%; with 100% employer match about $252,206 at 4% or $168,138 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-14$1,010,002$138,166$9,869iApproximate average salary by contribution assumption: employee only about $246,725 at 4% or $164,483 at 6%; with 50% employer match about $164,483 at 4% or $109,656 at 6%; with 100% employer match about $123,363 at 4% or $82,242 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN--$518,135$144,305-
2008212$1,054,464$245,604$20,467iApproximate average salary by contribution assumption: employee only about $511,675 at 4% or $341,117 at 6%; with 50% employer match about $341,117 at 4% or $227,411 at 6%; with 100% employer match about $255,838 at 4% or $170,558 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-12$711,740$112,983$9,415iApproximate average salary by contribution assumption: employee only about $235,381 at 4% or $156,921 at 6%; with 50% employer match about $156,921 at 4% or $104,614 at 6%; with 100% employer match about $117,691 at 4% or $78,460 at 6%.
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-11$342,724$132,621$12,056iApproximate average salary by contribution assumption: employee only about $301,411 at 4% or $200,941 at 6%; with 50% employer match about $200,941 at 4% or $133,961 at 6%; with 100% employer match about $150,706 at 4% or $100,470 at 6%.
2007112$0$0-
ROBERT G. STEIN, D.M.D., P.C., CASH BALANCE PLAN-12---
2006212$839,356$226,204$18,850iApproximate average salary by contribution assumption: employee only about $471,258 at 4% or $314,172 at 6%; with 50% employer match about $314,172 at 4% or $209,448 at 6%; with 100% employer match about $235,629 at 4% or $157,086 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-12$711,777$98,625$8,219iApproximate average salary by contribution assumption: employee only about $205,469 at 4% or $136,979 at 6%; with 50% employer match about $136,979 at 4% or $91,319 at 6%; with 100% employer match about $102,734 at 4% or $68,490 at 6%.
ROBERT G. STEIN, DMD, PC CASH BALANCE PLAN-11$127,579$127,579$11,598iApproximate average salary by contribution assumption: employee only about $289,952 at 4% or $193,302 at 6%; with 50% employer match about $193,302 at 4% or $128,868 at 6%; with 100% employer match about $144,976 at 4% or $96,651 at 6%.
2005112$586,803$96,524$8,044iApproximate average salary by contribution assumption: employee only about $201,092 at 4% or $134,061 at 6%; with 50% employer match about $134,061 at 4% or $89,374 at 6%; with 100% employer match about $100,546 at 4% or $67,031 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-12$586,803$96,524$8,044iApproximate average salary by contribution assumption: employee only about $201,092 at 4% or $134,061 at 6%; with 50% employer match about $134,061 at 4% or $89,374 at 6%; with 100% employer match about $100,546 at 4% or $67,031 at 6%.
2004110$468,586$84,705$8,471iApproximate average salary by contribution assumption: employee only about $211,763 at 4% or $141,175 at 6%; with 50% employer match about $141,175 at 4% or $94,117 at 6%; with 100% employer match about $105,881 at 4% or $70,588 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-10$468,586$84,705$8,471iApproximate average salary by contribution assumption: employee only about $211,763 at 4% or $141,175 at 6%; with 50% employer match about $141,175 at 4% or $94,117 at 6%; with 100% employer match about $105,881 at 4% or $70,588 at 6%.
2003113$0$0-
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-13---
2002113$0$0-
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-13---
2000111$201,209$47,525$4,320iApproximate average salary by contribution assumption: employee only about $108,011 at 4% or $72,008 at 6%; with 50% employer match about $72,008 at 4% or $48,005 at 6%; with 100% employer match about $54,006 at 4% or $36,004 at 6%.
Robert G. Stein, D.M.D. PC. 401(K) Profit Sharing Plan Trust-11$201,209$47,525$4,320iApproximate average salary by contribution assumption: employee only about $108,011 at 4% or $72,008 at 6%; with 50% employer match about $72,008 at 4% or $48,005 at 6%; with 100% employer match about $54,006 at 4% or $36,004 at 6%.
Robert G. Stein, D.M.D. PC. | EIN 04-2739227 | 2019 Form 5500 Company Profile