Thomas D Schofield DMD & Stephen R Martin DMD PC
Plan context: Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement
EIN 04-3064022 • Westford, MA • 25 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$6,296,176
2024 Contributions
$250,313
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 | 21 | $6,296,176 | $250,313 | $11,920iApproximate average salary by contribution assumption: employee only about $297,992 at 4% or $198,661 at 6%; with 50% employer match about $198,661 at 4% or $132,441 at 6%; with 100% employer match about $148,996 at 4% or $99,331 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 21 | $6,296,176 | $250,313 | $11,920iApproximate average salary by contribution assumption: employee only about $297,992 at 4% or $198,661 at 6%; with 50% employer match about $198,661 at 4% or $132,441 at 6%; with 100% employer match about $148,996 at 4% or $99,331 at 6%. |
| 2023 | 1 | 19 | $5,449,554 | $241,496 | $12,710iApproximate average salary by contribution assumption: employee only about $317,758 at 4% or $211,839 at 6%; with 50% employer match about $211,839 at 4% or $141,226 at 6%; with 100% employer match about $158,879 at 4% or $105,919 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 19 | $5,449,554 | $241,496 | $12,710iApproximate average salary by contribution assumption: employee only about $317,758 at 4% or $211,839 at 6%; with 50% employer match about $211,839 at 4% or $141,226 at 6%; with 100% employer match about $158,879 at 4% or $105,919 at 6%. |
| 2022 | 1 | 20 | $4,632,684 | $224,067 | $11,203iApproximate average salary by contribution assumption: employee only about $280,084 at 4% or $186,723 at 6%; with 50% employer match about $186,723 at 4% or $124,482 at 6%; with 100% employer match about $140,042 at 4% or $93,361 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 20 | $4,632,684 | $224,067 | $11,203iApproximate average salary by contribution assumption: employee only about $280,084 at 4% or $186,723 at 6%; with 50% employer match about $186,723 at 4% or $124,482 at 6%; with 100% employer match about $140,042 at 4% or $93,361 at 6%. |
| 2021 | 1 | 18 | $5,121,120 | $248,968 | $13,832iApproximate average salary by contribution assumption: employee only about $345,789 at 4% or $230,526 at 6%; with 50% employer match about $230,526 at 4% or $153,684 at 6%; with 100% employer match about $172,894 at 4% or $115,263 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 18 | $5,121,120 | $248,968 | $13,832iApproximate average salary by contribution assumption: employee only about $345,789 at 4% or $230,526 at 6%; with 50% employer match about $230,526 at 4% or $153,684 at 6%; with 100% employer match about $172,894 at 4% or $115,263 at 6%. |
| 2020 | 1 | 17 | $4,952,819 | $205,578 | $12,093iApproximate average salary by contribution assumption: employee only about $302,321 at 4% or $201,547 at 6%; with 50% employer match about $201,547 at 4% or $134,365 at 6%; with 100% employer match about $151,160 at 4% or $100,774 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 17 | $4,952,819 | $205,578 | $12,093iApproximate average salary by contribution assumption: employee only about $302,321 at 4% or $201,547 at 6%; with 50% employer match about $201,547 at 4% or $134,365 at 6%; with 100% employer match about $151,160 at 4% or $100,774 at 6%. |
| 2019 | 1 | 17 | $4,478,743 | $235,885 | $13,876iApproximate average salary by contribution assumption: employee only about $346,890 at 4% or $231,260 at 6%; with 50% employer match about $231,260 at 4% or $154,173 at 6%; with 100% employer match about $173,445 at 4% or $115,630 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 17 | $4,478,743 | $235,885 | $13,876iApproximate average salary by contribution assumption: employee only about $346,890 at 4% or $231,260 at 6%; with 50% employer match about $231,260 at 4% or $154,173 at 6%; with 100% employer match about $173,445 at 4% or $115,630 at 6%. |
| 2018 | 1 | 16 | $3,599,274 | $238,816 | $14,926iApproximate average salary by contribution assumption: employee only about $373,150 at 4% or $248,767 at 6%; with 50% employer match about $248,767 at 4% or $165,844 at 6%; with 100% employer match about $186,575 at 4% or $124,383 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 16 | $3,599,274 | $238,816 | $14,926iApproximate average salary by contribution assumption: employee only about $373,150 at 4% or $248,767 at 6%; with 50% employer match about $248,767 at 4% or $165,844 at 6%; with 100% employer match about $186,575 at 4% or $124,383 at 6%. |
| 2017 | 1 | 16 | $3,514,793 | $232,742 | $14,546iApproximate average salary by contribution assumption: employee only about $363,659 at 4% or $242,440 at 6%; with 50% employer match about $242,440 at 4% or $161,626 at 6%; with 100% employer match about $181,830 at 4% or $121,220 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 16 | $3,514,793 | $232,742 | $14,546iApproximate average salary by contribution assumption: employee only about $363,659 at 4% or $242,440 at 6%; with 50% employer match about $242,440 at 4% or $161,626 at 6%; with 100% employer match about $181,830 at 4% or $121,220 at 6%. |
| 2016 | 1 | 16 | $2,931,397 | $226,306 | $14,144iApproximate average salary by contribution assumption: employee only about $353,603 at 4% or $235,735 at 6%; with 50% employer match about $235,735 at 4% or $157,157 at 6%; with 100% employer match about $176,802 at 4% or $117,868 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 16 | $2,931,397 | $226,306 | $14,144iApproximate average salary by contribution assumption: employee only about $353,603 at 4% or $235,735 at 6%; with 50% employer match about $235,735 at 4% or $157,157 at 6%; with 100% employer match about $176,802 at 4% or $117,868 at 6%. |
| 2015 | 1 | 18 | $2,626,756 | $196,913 | $10,940iApproximate average salary by contribution assumption: employee only about $273,490 at 4% or $182,327 at 6%; with 50% employer match about $182,327 at 4% or $121,551 at 6%; with 100% employer match about $136,745 at 4% or $91,163 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 18 | $2,626,756 | $196,913 | $10,940iApproximate average salary by contribution assumption: employee only about $273,490 at 4% or $182,327 at 6%; with 50% employer match about $182,327 at 4% or $121,551 at 6%; with 100% employer match about $136,745 at 4% or $91,163 at 6%. |
| 2014 | 1 | 18 | $2,724,203 | $176,053 | $9,781iApproximate average salary by contribution assumption: employee only about $244,518 at 4% or $163,012 at 6%; with 50% employer match about $163,012 at 4% or $108,675 at 6%; with 100% employer match about $122,259 at 4% or $81,506 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 18 | $2,724,203 | $176,053 | $9,781iApproximate average salary by contribution assumption: employee only about $244,518 at 4% or $163,012 at 6%; with 50% employer match about $163,012 at 4% or $108,675 at 6%; with 100% employer match about $122,259 at 4% or $81,506 at 6%. |
| 2013 | 1 | 19 | $2,388,555 | $158,808 | $8,358iApproximate average salary by contribution assumption: employee only about $208,958 at 4% or $139,305 at 6%; with 50% employer match about $139,305 at 4% or $92,870 at 6%; with 100% employer match about $104,479 at 4% or $69,653 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 19 | $2,388,555 | $158,808 | $8,358iApproximate average salary by contribution assumption: employee only about $208,958 at 4% or $139,305 at 6%; with 50% employer match about $139,305 at 4% or $92,870 at 6%; with 100% employer match about $104,479 at 4% or $69,653 at 6%. |
| 2012 | 1 | 17 | $1,977,282 | $150,946 | $8,879iApproximate average salary by contribution assumption: employee only about $221,979 at 4% or $147,986 at 6%; with 50% employer match about $147,986 at 4% or $98,658 at 6%; with 100% employer match about $110,990 at 4% or $73,993 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 17 | $1,977,282 | $150,946 | $8,879iApproximate average salary by contribution assumption: employee only about $221,979 at 4% or $147,986 at 6%; with 50% employer match about $147,986 at 4% or $98,658 at 6%; with 100% employer match about $110,990 at 4% or $73,993 at 6%. |
| 2011 | 1 | 17 | $1,638,715 | $137,377 | $8,081iApproximate average salary by contribution assumption: employee only about $202,025 at 4% or $134,683 at 6%; with 50% employer match about $134,683 at 4% or $89,789 at 6%; with 100% employer match about $101,013 at 4% or $67,342 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 17 | $1,638,715 | $137,377 | $8,081iApproximate average salary by contribution assumption: employee only about $202,025 at 4% or $134,683 at 6%; with 50% employer match about $134,683 at 4% or $89,789 at 6%; with 100% employer match about $101,013 at 4% or $67,342 at 6%. |
| 2010 | 1 | 17 | $1,485,843 | $126,699 | $7,453iApproximate average salary by contribution assumption: employee only about $186,322 at 4% or $124,215 at 6%; with 50% employer match about $124,215 at 4% or $82,810 at 6%; with 100% employer match about $93,161 at 4% or $62,107 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 17 | $1,485,843 | $126,699 | $7,453iApproximate average salary by contribution assumption: employee only about $186,322 at 4% or $124,215 at 6%; with 50% employer match about $124,215 at 4% or $82,810 at 6%; with 100% employer match about $93,161 at 4% or $62,107 at 6%. |
| 2009 | 1 | 19 | $1,363,264 | $120,567 | $6,346iApproximate average salary by contribution assumption: employee only about $158,641 at 4% or $105,761 at 6%; with 50% employer match about $105,761 at 4% or $70,507 at 6%; with 100% employer match about $79,320 at 4% or $52,880 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 19 | $1,363,264 | $120,567 | $6,346iApproximate average salary by contribution assumption: employee only about $158,641 at 4% or $105,761 at 6%; with 50% employer match about $105,761 at 4% or $70,507 at 6%; with 100% employer match about $79,320 at 4% or $52,880 at 6%. |
| 2008 | 1 | 14 | $1,011,686 | $118,777 | $8,484iApproximate average salary by contribution assumption: employee only about $212,102 at 4% or $141,401 at 6%; with 50% employer match about $141,401 at 4% or $94,267 at 6%; with 100% employer match about $106,051 at 4% or $70,701 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 14 | $1,011,686 | $118,777 | $8,484iApproximate average salary by contribution assumption: employee only about $212,102 at 4% or $141,401 at 6%; with 50% employer match about $141,401 at 4% or $94,267 at 6%; with 100% employer match about $106,051 at 4% or $70,701 at 6%. |
| 2007 | 1 | 15 | $1,241,467 | $111,486 | $7,432iApproximate average salary by contribution assumption: employee only about $185,810 at 4% or $123,873 at 6%; with 50% employer match about $123,873 at 4% or $82,582 at 6%; with 100% employer match about $92,905 at 4% or $61,937 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 15 | $1,241,467 | $111,486 | $7,432iApproximate average salary by contribution assumption: employee only about $185,810 at 4% or $123,873 at 6%; with 50% employer match about $123,873 at 4% or $82,582 at 6%; with 100% employer match about $92,905 at 4% or $61,937 at 6%. |
| 2006 | 1 | 16 | $1,449,778 | $109,066 | $6,817iApproximate average salary by contribution assumption: employee only about $170,416 at 4% or $113,610 at 6%; with 50% employer match about $113,610 at 4% or $75,740 at 6%; with 100% employer match about $85,208 at 4% or $56,805 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 16 | $1,449,778 | $109,066 | $6,817iApproximate average salary by contribution assumption: employee only about $170,416 at 4% or $113,610 at 6%; with 50% employer match about $113,610 at 4% or $75,740 at 6%; with 100% employer match about $85,208 at 4% or $56,805 at 6%. |
| 2005 | 1 | 17 | $1,238,362 | $123,007 | $7,236iApproximate average salary by contribution assumption: employee only about $180,893 at 4% or $120,595 at 6%; with 50% employer match about $120,595 at 4% or $80,397 at 6%; with 100% employer match about $90,446 at 4% or $60,298 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 17 | $1,238,362 | $123,007 | $7,236iApproximate average salary by contribution assumption: employee only about $180,893 at 4% or $120,595 at 6%; with 50% employer match about $120,595 at 4% or $80,397 at 6%; with 100% employer match about $90,446 at 4% or $60,298 at 6%. |
| 2004 | 1 | 15 | $1,073,003 | $104,860 | $6,991iApproximate average salary by contribution assumption: employee only about $174,767 at 4% or $116,511 at 6%; with 50% employer match about $116,511 at 4% or $77,674 at 6%; with 100% employer match about $87,383 at 4% or $58,256 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 15 | $1,073,003 | $104,860 | $6,991iApproximate average salary by contribution assumption: employee only about $174,767 at 4% or $116,511 at 6%; with 50% employer match about $116,511 at 4% or $77,674 at 6%; with 100% employer match about $87,383 at 4% or $58,256 at 6%. |
| 2003 | 1 | 15 | $909,010 | $97,816 | $6,521iApproximate average salary by contribution assumption: employee only about $163,027 at 4% or $108,684 at 6%; with 50% employer match about $108,684 at 4% or $72,456 at 6%; with 100% employer match about $81,513 at 4% or $54,342 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 15 | $909,010 | $97,816 | $6,521iApproximate average salary by contribution assumption: employee only about $163,027 at 4% or $108,684 at 6%; with 50% employer match about $108,684 at 4% or $72,456 at 6%; with 100% employer match about $81,513 at 4% or $54,342 at 6%. |
| 2002 | 1 | 0 | $653,586 | $90,229 | - |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 0 | $653,586 | $90,229 | - |
| 2001 | 1 | 15 | $739,066 | $68,669 | $4,578iApproximate average salary by contribution assumption: employee only about $114,448 at 4% or $76,299 at 6%; with 50% employer match about $76,299 at 4% or $50,866 at 6%; with 100% employer match about $57,224 at 4% or $38,149 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 15 | $739,066 | $68,669 | $4,578iApproximate average salary by contribution assumption: employee only about $114,448 at 4% or $76,299 at 6%; with 50% employer match about $76,299 at 4% or $50,866 at 6%; with 100% employer match about $57,224 at 4% or $38,149 at 6%. |
| 2000 | 1 | 14 | $762,566 | $28,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Thomas D Schofield DMD & Stephen R Martin DMD PC 401(K) Plan and Trust Agreement | - | 14 | $762,566 | $28,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |