Civic Intelligence

Stephen a. Locke, DMD

Plan context: Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust

EIN 04-2996389 • 8 filings • 4 plans

Current Snapshot

Latest Year

2006

2006 Participants

9

2006 Assets

$258,101

2006 Contributions

$55,170

Historical Graphs

Total Assets Over Time

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

$258,101$129,051$0199920032006YearValue
$258,101Latest year 2006

Participants Over Time

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

1260199920032006YearValue
9Latest year 2006

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
200619$258,101$55,170$6,130iApproximate average salary by contribution assumption: employee only about $153,250 at 4% or $102,167 at 6%; with 50% employer match about $102,167 at 4% or $68,111 at 6%; with 100% employer match about $76,625 at 4% or $51,083 at 6%.
Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust-9$258,101$55,170$6,130iApproximate average salary by contribution assumption: employee only about $153,250 at 4% or $102,167 at 6%; with 50% employer match about $102,167 at 4% or $68,111 at 6%; with 100% employer match about $76,625 at 4% or $51,083 at 6%.
2005112$178,485$53,284$4,440iApproximate average salary by contribution assumption: employee only about $111,008 at 4% or $74,006 at 6%; with 50% employer match about $74,006 at 4% or $49,337 at 6%; with 100% employer match about $55,504 at 4% or $37,003 at 6%.
Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust-12$178,485$53,284$4,440iApproximate average salary by contribution assumption: employee only about $111,008 at 4% or $74,006 at 6%; with 50% employer match about $74,006 at 4% or $49,337 at 6%; with 100% employer match about $55,504 at 4% or $37,003 at 6%.
2004112$117,467$8,470$706iApproximate average salary by contribution assumption: employee only about $17,646 at 4% or $11,764 at 6%; with 50% employer match about $11,764 at 4% or $7,843 at 6%; with 100% employer match about $8,823 at 4% or $5,882 at 6%.
Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust-12$117,467$8,470$706iApproximate average salary by contribution assumption: employee only about $17,646 at 4% or $11,764 at 6%; with 50% employer match about $11,764 at 4% or $7,843 at 6%; with 100% employer match about $8,823 at 4% or $5,882 at 6%.
2003110$107,515$21,165$2,117iApproximate average salary by contribution assumption: employee only about $52,913 at 4% or $35,275 at 6%; with 50% employer match about $35,275 at 4% or $23,517 at 6%; with 100% employer match about $26,456 at 4% or $17,638 at 6%.
Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust-10$107,515$21,165$2,117iApproximate average salary by contribution assumption: employee only about $52,913 at 4% or $35,275 at 6%; with 50% employer match about $35,275 at 4% or $23,517 at 6%; with 100% employer match about $26,456 at 4% or $17,638 at 6%.
200218$0$0-
Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust-8---
200115$58,486$26,780$5,356iApproximate average salary by contribution assumption: employee only about $133,900 at 4% or $89,267 at 6%; with 50% employer match about $89,267 at 4% or $59,511 at 6%; with 100% employer match about $66,950 at 4% or $44,633 at 6%.
Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust-5$58,486$26,780$5,356iApproximate average salary by contribution assumption: employee only about $133,900 at 4% or $89,267 at 6%; with 50% employer match about $89,267 at 4% or $59,511 at 6%; with 100% employer match about $66,950 at 4% or $44,633 at 6%.
200015$42,756$14,685$2,937iApproximate average salary by contribution assumption: employee only about $73,425 at 4% or $48,950 at 6%; with 50% employer match about $48,950 at 4% or $32,633 at 6%; with 100% employer match about $36,713 at 4% or $24,475 at 6%.
Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust-5$42,756$14,685$2,937iApproximate average salary by contribution assumption: employee only about $73,425 at 4% or $48,950 at 6%; with 50% employer match about $48,950 at 4% or $32,633 at 6%; with 100% employer match about $36,713 at 4% or $24,475 at 6%.
199916$45,837$6,600$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
Stephen a. Locke, DMD 401K/Profit Sharing Plan and Trust-6$45,837$6,600$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.