James M Stein DMD
Plan context: JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST
EIN 04-2869631 • Boston, MA • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$3,229,201
2024 Contributions
$54,594
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 | 6 | $3,229,201 | $54,594 | $9,099iApproximate average salary by contribution assumption: employee only about $227,475 at 4% or $151,650 at 6%; with 50% employer match about $151,650 at 4% or $101,100 at 6%; with 100% employer match about $113,738 at 4% or $75,825 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 6 | $3,229,201 | $54,594 | $9,099iApproximate average salary by contribution assumption: employee only about $227,475 at 4% or $151,650 at 6%; with 50% employer match about $151,650 at 4% or $101,100 at 6%; with 100% employer match about $113,738 at 4% or $75,825 at 6%. |
| 2023 | 1 | 6 | $2,690,937 | $49,499 | $8,250iApproximate average salary by contribution assumption: employee only about $206,246 at 4% or $137,497 at 6%; with 50% employer match about $137,497 at 4% or $91,665 at 6%; with 100% employer match about $103,123 at 4% or $68,749 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 6 | $2,690,937 | $49,499 | $8,250iApproximate average salary by contribution assumption: employee only about $206,246 at 4% or $137,497 at 6%; with 50% employer match about $137,497 at 4% or $91,665 at 6%; with 100% employer match about $103,123 at 4% or $68,749 at 6%. |
| 2022 | 1 | 6 | $2,181,544 | $19,789 | $3,298iApproximate average salary by contribution assumption: employee only about $82,454 at 4% or $54,969 at 6%; with 50% employer match about $54,969 at 4% or $36,646 at 6%; with 100% employer match about $41,227 at 4% or $27,485 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 6 | $2,181,544 | $19,789 | $3,298iApproximate average salary by contribution assumption: employee only about $82,454 at 4% or $54,969 at 6%; with 50% employer match about $54,969 at 4% or $36,646 at 6%; with 100% employer match about $41,227 at 4% or $27,485 at 6%. |
| 2021 | 1 | 5 | $2,822,499 | $83,123 | $16,625iApproximate average salary by contribution assumption: employee only about $415,615 at 4% or $277,077 at 6%; with 50% employer match about $277,077 at 4% or $184,718 at 6%; with 100% employer match about $207,807 at 4% or $138,538 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 5 | $2,822,499 | $83,123 | $16,625iApproximate average salary by contribution assumption: employee only about $415,615 at 4% or $277,077 at 6%; with 50% employer match about $277,077 at 4% or $184,718 at 6%; with 100% employer match about $207,807 at 4% or $138,538 at 6%. |
| 2020 | 1 | 5 | $2,390,817 | $1,759 | $352iApproximate average salary by contribution assumption: employee only about $8,795 at 4% or $5,863 at 6%; with 50% employer match about $5,863 at 4% or $3,909 at 6%; with 100% employer match about $4,398 at 4% or $2,932 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 5 | $2,390,817 | $1,759 | $352iApproximate average salary by contribution assumption: employee only about $8,795 at 4% or $5,863 at 6%; with 50% employer match about $5,863 at 4% or $3,909 at 6%; with 100% employer match about $4,398 at 4% or $2,932 at 6%. |
| 2019 | 1 | 5 | $2,029,945 | $40,787 | $8,157iApproximate average salary by contribution assumption: employee only about $203,935 at 4% or $135,957 at 6%; with 50% employer match about $135,957 at 4% or $90,638 at 6%; with 100% employer match about $101,968 at 4% or $67,978 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 5 | $2,029,945 | $40,787 | $8,157iApproximate average salary by contribution assumption: employee only about $203,935 at 4% or $135,957 at 6%; with 50% employer match about $135,957 at 4% or $90,638 at 6%; with 100% employer match about $101,968 at 4% or $67,978 at 6%. |
| 2018 | 1 | 5 | $1,629,516 | $40,506 | $8,101iApproximate average salary by contribution assumption: employee only about $202,530 at 4% or $135,020 at 6%; with 50% employer match about $135,020 at 4% or $90,013 at 6%; with 100% employer match about $101,265 at 4% or $67,510 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 5 | $1,629,516 | $40,506 | $8,101iApproximate average salary by contribution assumption: employee only about $202,530 at 4% or $135,020 at 6%; with 50% employer match about $135,020 at 4% or $90,013 at 6%; with 100% employer match about $101,265 at 4% or $67,510 at 6%. |
| 2017 | 1 | 4 | $1,783,208 | $40,576 | $10,144iApproximate average salary by contribution assumption: employee only about $253,600 at 4% or $169,067 at 6%; with 50% employer match about $169,067 at 4% or $112,711 at 6%; with 100% employer match about $126,800 at 4% or $84,533 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $1,783,208 | $40,576 | $10,144iApproximate average salary by contribution assumption: employee only about $253,600 at 4% or $169,067 at 6%; with 50% employer match about $169,067 at 4% or $112,711 at 6%; with 100% employer match about $126,800 at 4% or $84,533 at 6%. |
| 2016 | 1 | 4 | $1,495,868 | $14,431 | $3,608iApproximate average salary by contribution assumption: employee only about $90,194 at 4% or $60,129 at 6%; with 50% employer match about $60,129 at 4% or $40,086 at 6%; with 100% employer match about $45,097 at 4% or $30,065 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $1,495,868 | $14,431 | $3,608iApproximate average salary by contribution assumption: employee only about $90,194 at 4% or $60,129 at 6%; with 50% employer match about $60,129 at 4% or $40,086 at 6%; with 100% employer match about $45,097 at 4% or $30,065 at 6%. |
| 2015 | 1 | 2 | $1,353,863 | $14,374 | $7,187iApproximate average salary by contribution assumption: employee only about $179,675 at 4% or $119,783 at 6%; with 50% employer match about $119,783 at 4% or $79,856 at 6%; with 100% employer match about $89,838 at 4% or $59,892 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 2 | $1,353,863 | $14,374 | $7,187iApproximate average salary by contribution assumption: employee only about $179,675 at 4% or $119,783 at 6%; with 50% employer match about $119,783 at 4% or $79,856 at 6%; with 100% employer match about $89,838 at 4% or $59,892 at 6%. |
| 2014 | 1 | 3 | $1,386,482 | $34,240 | $11,413iApproximate average salary by contribution assumption: employee only about $285,333 at 4% or $190,222 at 6%; with 50% employer match about $190,222 at 4% or $126,815 at 6%; with 100% employer match about $142,667 at 4% or $95,111 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 3 | $1,386,482 | $34,240 | $11,413iApproximate average salary by contribution assumption: employee only about $285,333 at 4% or $190,222 at 6%; with 50% employer match about $190,222 at 4% or $126,815 at 6%; with 100% employer match about $142,667 at 4% or $95,111 at 6%. |
| 2013 | 1 | 4 | $1,402,659 | $38,805 | $9,701iApproximate average salary by contribution assumption: employee only about $242,531 at 4% or $161,688 at 6%; with 50% employer match about $161,688 at 4% or $107,792 at 6%; with 100% employer match about $121,266 at 4% or $80,844 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $1,402,659 | $38,805 | $9,701iApproximate average salary by contribution assumption: employee only about $242,531 at 4% or $161,688 at 6%; with 50% employer match about $161,688 at 4% or $107,792 at 6%; with 100% employer match about $121,266 at 4% or $80,844 at 6%. |
| 2012 | 1 | 4 | $1,099,139 | $38,784 | $9,696iApproximate average salary by contribution assumption: employee only about $242,400 at 4% or $161,600 at 6%; with 50% employer match about $161,600 at 4% or $107,733 at 6%; with 100% employer match about $121,200 at 4% or $80,800 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $1,099,139 | $38,784 | $9,696iApproximate average salary by contribution assumption: employee only about $242,400 at 4% or $161,600 at 6%; with 50% employer match about $161,600 at 4% or $107,733 at 6%; with 100% employer match about $121,200 at 4% or $80,800 at 6%. |
| 2011 | 1 | 4 | $926,791 | $38,402 | $9,601iApproximate average salary by contribution assumption: employee only about $240,013 at 4% or $160,008 at 6%; with 50% employer match about $160,008 at 4% or $106,672 at 6%; with 100% employer match about $120,006 at 4% or $80,004 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $926,791 | $38,402 | $9,601iApproximate average salary by contribution assumption: employee only about $240,013 at 4% or $160,008 at 6%; with 50% employer match about $160,008 at 4% or $106,672 at 6%; with 100% employer match about $120,006 at 4% or $80,004 at 6%. |
| 2010 | 1 | 4 | $936,386 | $50,194 | $12,549iApproximate average salary by contribution assumption: employee only about $313,713 at 4% or $209,142 at 6%; with 50% employer match about $209,142 at 4% or $139,428 at 6%; with 100% employer match about $156,856 at 4% or $104,571 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $936,386 | $50,194 | $12,549iApproximate average salary by contribution assumption: employee only about $313,713 at 4% or $209,142 at 6%; with 50% employer match about $209,142 at 4% or $139,428 at 6%; with 100% employer match about $156,856 at 4% or $104,571 at 6%. |
| 2009 | 2 | 4 | $767,219 | $48,656 | $12,164iApproximate average salary by contribution assumption: employee only about $304,100 at 4% or $202,733 at 6%; with 50% employer match about $202,733 at 4% or $135,156 at 6%; with 100% employer match about $152,050 at 4% or $101,367 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $767,219 | $48,656 | $12,164iApproximate average salary by contribution assumption: employee only about $304,100 at 4% or $202,733 at 6%; with 50% employer match about $202,733 at 4% or $135,156 at 6%; with 100% employer match about $152,050 at 4% or $101,367 at 6%. |
| James M Stein Profit Sharing Plan | - | 0 | - | - | - |
| 2008 | 1 | 4 | $0 | $0 | - |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |
| 2006 | 2 | 4 | $727,655 | $386,027 | $96,507iApproximate average salary by contribution assumption: employee only about $2,412,669 at 4% or $1,608,446 at 6%; with 50% employer match about $1,608,446 at 4% or $1,072,297 at 6%; with 100% employer match about $1,206,334 at 4% or $804,223 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $649,007 | $386,027 | $96,507iApproximate average salary by contribution assumption: employee only about $2,412,669 at 4% or $1,608,446 at 6%; with 50% employer match about $1,608,446 at 4% or $1,072,297 at 6%; with 100% employer match about $1,206,334 at 4% or $804,223 at 6%. |
| James M Stein Profit Sharing Plan | - | 1 | $78,648 | - | - |
| 2005 | 2 | 4 | $683,154 | $136,427 | $34,107iApproximate average salary by contribution assumption: employee only about $852,669 at 4% or $568,446 at 6%; with 50% employer match about $568,446 at 4% or $378,964 at 6%; with 100% employer match about $426,334 at 4% or $284,223 at 6%. |
| James M Stein Profit Sharing Plan | - | 4 | $459,989 | $73,735 | $18,434iApproximate average salary by contribution assumption: employee only about $460,844 at 4% or $307,229 at 6%; with 50% employer match about $307,229 at 4% or $204,819 at 6%; with 100% employer match about $230,422 at 4% or $153,615 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $223,165 | $62,692 | $15,673iApproximate average salary by contribution assumption: employee only about $391,825 at 4% or $261,217 at 6%; with 50% employer match about $261,217 at 4% or $174,144 at 6%; with 100% employer match about $195,913 at 4% or $130,608 at 6%. |
| 2004 | 2 | 4 | $541,478 | $73,735 | $18,434iApproximate average salary by contribution assumption: employee only about $460,844 at 4% or $307,229 at 6%; with 50% employer match about $307,229 at 4% or $204,819 at 6%; with 100% employer match about $230,422 at 4% or $153,615 at 6%. |
| James M Stein Profit Sharing Plan | - | 4 | $390,813 | - | - |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | $150,665 | $73,735 | $18,434iApproximate average salary by contribution assumption: employee only about $460,844 at 4% or $307,229 at 6%; with 50% employer match about $307,229 at 4% or $204,819 at 6%; with 100% employer match about $230,422 at 4% or $153,615 at 6%. |
| 2003 | 2 | 4 | $398,528 | $70,506 | $17,627iApproximate average salary by contribution assumption: employee only about $440,663 at 4% or $293,775 at 6%; with 50% employer match about $293,775 at 4% or $195,850 at 6%; with 100% employer match about $220,331 at 4% or $146,888 at 6%. |
| James M Stein Profit Sharing Plan | - | 4 | $398,528 | $70,506 | $17,627iApproximate average salary by contribution assumption: employee only about $440,663 at 4% or $293,775 at 6%; with 50% employer match about $293,775 at 4% or $195,850 at 6%; with 100% employer match about $220,331 at 4% or $146,888 at 6%. |
| JAMES STEIN DMD PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| James M Stein Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| James M Stein Profit Sharing Plan | - | 0 | - | - | - |