Jeffrey J. Stone, D.M.D.
Plan context: Jeffrey J. Stone, D.M.D. Money Purchase Retirement Plan & Trust
EIN 04-3010928 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
1
2002 Assets
$351,715
2002 Contributions
$21,555
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 1 | $351,715 | $21,555 | $21,555iApproximate average salary by contribution assumption: employee only about $538,875 at 4% or $359,250 at 6%; with 50% employer match about $359,250 at 4% or $239,500 at 6%; with 100% employer match about $269,438 at 4% or $179,625 at 6%. |
| Jeffrey J. Stone, D.M.D. Money Purchase Retirement Plan & Trust | - | 1 | $351,715 | $21,555 | $21,555iApproximate average salary by contribution assumption: employee only about $538,875 at 4% or $359,250 at 6%; with 50% employer match about $359,250 at 4% or $239,500 at 6%; with 100% employer match about $269,438 at 4% or $179,625 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Jeffrey J. Stone, D.M.D. Money Purchase Retirement Plan & Trust | - | 1 | - | - | - |
| 2000 | 1 | 1 | $429,547 | $16,566 | $16,566iApproximate average salary by contribution assumption: employee only about $414,150 at 4% or $276,100 at 6%; with 50% employer match about $276,100 at 4% or $184,067 at 6%; with 100% employer match about $207,075 at 4% or $138,050 at 6%. |
| Jeffrey J. Stone, D.M.D. Money Purchase Retirement Plan & Trust | - | 1 | $429,547 | $16,566 | $16,566iApproximate average salary by contribution assumption: employee only about $414,150 at 4% or $276,100 at 6%; with 50% employer match about $276,100 at 4% or $184,067 at 6%; with 100% employer match about $207,075 at 4% or $138,050 at 6%. |
| 1999 | 1 | 1 | $497,745 | $17,041 | $17,041iApproximate average salary by contribution assumption: employee only about $426,025 at 4% or $284,017 at 6%; with 50% employer match about $284,017 at 4% or $189,344 at 6%; with 100% employer match about $213,013 at 4% or $142,008 at 6%. |
| Jeffrey J. Stone, D.M.D. Money Purchase Retirement Plan & Trust | - | 1 | $497,745 | $17,041 | $17,041iApproximate average salary by contribution assumption: employee only about $426,025 at 4% or $284,017 at 6%; with 50% employer match about $284,017 at 4% or $189,344 at 6%; with 100% employer match about $213,013 at 4% or $142,008 at 6%. |