Michael S. Szarek, D.M.D.
Plan context: Michael Szarek, D.M.D. 401(K) Plan
EIN 04-3538824 • Dracut, MA • 21 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$3,356,308
2024 Contributions
$203,298
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 | 13 | $3,356,308 | $203,298 | $15,638iApproximate average salary by contribution assumption: employee only about $390,958 at 4% or $260,638 at 6%; with 50% employer match about $260,638 at 4% or $173,759 at 6%; with 100% employer match about $195,479 at 4% or $130,319 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 13 | $3,356,308 | $203,298 | $15,638iApproximate average salary by contribution assumption: employee only about $390,958 at 4% or $260,638 at 6%; with 50% employer match about $260,638 at 4% or $173,759 at 6%; with 100% employer match about $195,479 at 4% or $130,319 at 6%. |
| 2023 | 1 | 11 | $2,858,021 | $176,301 | $16,027iApproximate average salary by contribution assumption: employee only about $400,684 at 4% or $267,123 at 6%; with 50% employer match about $267,123 at 4% or $178,082 at 6%; with 100% employer match about $200,342 at 4% or $133,561 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 11 | $2,858,021 | $176,301 | $16,027iApproximate average salary by contribution assumption: employee only about $400,684 at 4% or $267,123 at 6%; with 50% employer match about $267,123 at 4% or $178,082 at 6%; with 100% employer match about $200,342 at 4% or $133,561 at 6%. |
| 2022 | 1 | 9 | $2,286,662 | $141,295 | $15,699iApproximate average salary by contribution assumption: employee only about $392,486 at 4% or $261,657 at 6%; with 50% employer match about $261,657 at 4% or $174,438 at 6%; with 100% employer match about $196,243 at 4% or $130,829 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 9 | $2,286,662 | $141,295 | $15,699iApproximate average salary by contribution assumption: employee only about $392,486 at 4% or $261,657 at 6%; with 50% employer match about $261,657 at 4% or $174,438 at 6%; with 100% employer match about $196,243 at 4% or $130,829 at 6%. |
| 2021 | 1 | 7 | $2,585,988 | $87,132 | $12,447iApproximate average salary by contribution assumption: employee only about $311,186 at 4% or $207,457 at 6%; with 50% employer match about $207,457 at 4% or $138,305 at 6%; with 100% employer match about $155,593 at 4% or $103,729 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 7 | $2,585,988 | $87,132 | $12,447iApproximate average salary by contribution assumption: employee only about $311,186 at 4% or $207,457 at 6%; with 50% employer match about $207,457 at 4% or $138,305 at 6%; with 100% employer match about $155,593 at 4% or $103,729 at 6%. |
| 2020 | 1 | 6 | $2,190,198 | $62,606 | $10,434iApproximate average salary by contribution assumption: employee only about $260,858 at 4% or $173,906 at 6%; with 50% employer match about $173,906 at 4% or $115,937 at 6%; with 100% employer match about $130,429 at 4% or $86,953 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 6 | $2,190,198 | $62,606 | $10,434iApproximate average salary by contribution assumption: employee only about $260,858 at 4% or $173,906 at 6%; with 50% employer match about $173,906 at 4% or $115,937 at 6%; with 100% employer match about $130,429 at 4% or $86,953 at 6%. |
| 2019 | 1 | 6 | $1,850,246 | $112,146 | $18,691iApproximate average salary by contribution assumption: employee only about $467,275 at 4% or $311,517 at 6%; with 50% employer match about $311,517 at 4% or $207,678 at 6%; with 100% employer match about $233,638 at 4% or $155,758 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 6 | $1,850,246 | $112,146 | $18,691iApproximate average salary by contribution assumption: employee only about $467,275 at 4% or $311,517 at 6%; with 50% employer match about $311,517 at 4% or $207,678 at 6%; with 100% employer match about $233,638 at 4% or $155,758 at 6%. |
| 2018 | 1 | 7 | $1,672,800 | $118,910 | $16,987iApproximate average salary by contribution assumption: employee only about $424,679 at 4% or $283,119 at 6%; with 50% employer match about $283,119 at 4% or $188,746 at 6%; with 100% employer match about $212,339 at 4% or $141,560 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 7 | $1,672,800 | $118,910 | $16,987iApproximate average salary by contribution assumption: employee only about $424,679 at 4% or $283,119 at 6%; with 50% employer match about $283,119 at 4% or $188,746 at 6%; with 100% employer match about $212,339 at 4% or $141,560 at 6%. |
| 2017 | 1 | 7 | $1,633,663 | $116,662 | $16,666iApproximate average salary by contribution assumption: employee only about $416,650 at 4% or $277,767 at 6%; with 50% employer match about $277,767 at 4% or $185,178 at 6%; with 100% employer match about $208,325 at 4% or $138,883 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 7 | $1,633,663 | $116,662 | $16,666iApproximate average salary by contribution assumption: employee only about $416,650 at 4% or $277,767 at 6%; with 50% employer match about $277,767 at 4% or $185,178 at 6%; with 100% employer match about $208,325 at 4% or $138,883 at 6%. |
| 2016 | 1 | 6 | $1,289,652 | $101,691 | $16,949iApproximate average salary by contribution assumption: employee only about $423,713 at 4% or $282,475 at 6%; with 50% employer match about $282,475 at 4% or $188,317 at 6%; with 100% employer match about $211,856 at 4% or $141,238 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 6 | $1,289,652 | $101,691 | $16,949iApproximate average salary by contribution assumption: employee only about $423,713 at 4% or $282,475 at 6%; with 50% employer match about $282,475 at 4% or $188,317 at 6%; with 100% employer match about $211,856 at 4% or $141,238 at 6%. |
| 2015 | 1 | 7 | $1,199,469 | $102,689 | $14,670iApproximate average salary by contribution assumption: employee only about $366,746 at 4% or $244,498 at 6%; with 50% employer match about $244,498 at 4% or $162,998 at 6%; with 100% employer match about $183,373 at 4% or $122,249 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 7 | $1,199,469 | $102,689 | $14,670iApproximate average salary by contribution assumption: employee only about $366,746 at 4% or $244,498 at 6%; with 50% employer match about $244,498 at 4% or $162,998 at 6%; with 100% employer match about $183,373 at 4% or $122,249 at 6%. |
| 2014 | 1 | 7 | $1,101,796 | $109,506 | $15,644iApproximate average salary by contribution assumption: employee only about $391,093 at 4% or $260,729 at 6%; with 50% employer match about $260,729 at 4% or $173,819 at 6%; with 100% employer match about $195,546 at 4% or $130,364 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 7 | $1,101,796 | $109,506 | $15,644iApproximate average salary by contribution assumption: employee only about $391,093 at 4% or $260,729 at 6%; with 50% employer match about $260,729 at 4% or $173,819 at 6%; with 100% employer match about $195,546 at 4% or $130,364 at 6%. |
| 2013 | 1 | 6 | $930,105 | $100,548 | $16,758iApproximate average salary by contribution assumption: employee only about $418,950 at 4% or $279,300 at 6%; with 50% employer match about $279,300 at 4% or $186,200 at 6%; with 100% employer match about $209,475 at 4% or $139,650 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 6 | $930,105 | $100,548 | $16,758iApproximate average salary by contribution assumption: employee only about $418,950 at 4% or $279,300 at 6%; with 50% employer match about $279,300 at 4% or $186,200 at 6%; with 100% employer match about $209,475 at 4% or $139,650 at 6%. |
| 2012 | 1 | 5 | $674,231 | $104,223 | $20,845iApproximate average salary by contribution assumption: employee only about $521,115 at 4% or $347,410 at 6%; with 50% employer match about $347,410 at 4% or $231,607 at 6%; with 100% employer match about $260,557 at 4% or $173,705 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 5 | $674,231 | $104,223 | $20,845iApproximate average salary by contribution assumption: employee only about $521,115 at 4% or $347,410 at 6%; with 50% employer match about $347,410 at 4% or $231,607 at 6%; with 100% employer match about $260,557 at 4% or $173,705 at 6%. |
| 2011 | 1 | 6 | $542,757 | $74,917 | $12,486iApproximate average salary by contribution assumption: employee only about $312,154 at 4% or $208,103 at 6%; with 50% employer match about $208,103 at 4% or $138,735 at 6%; with 100% employer match about $156,077 at 4% or $104,051 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 6 | $542,757 | $74,917 | $12,486iApproximate average salary by contribution assumption: employee only about $312,154 at 4% or $208,103 at 6%; with 50% employer match about $208,103 at 4% or $138,735 at 6%; with 100% employer match about $156,077 at 4% or $104,051 at 6%. |
| 2010 | 1 | 7 | $488,317 | $66,042 | $9,435iApproximate average salary by contribution assumption: employee only about $235,864 at 4% or $157,243 at 6%; with 50% employer match about $157,243 at 4% or $104,829 at 6%; with 100% employer match about $117,932 at 4% or $78,621 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 7 | $488,317 | $66,042 | $9,435iApproximate average salary by contribution assumption: employee only about $235,864 at 4% or $157,243 at 6%; with 50% employer match about $157,243 at 4% or $104,829 at 6%; with 100% employer match about $117,932 at 4% or $78,621 at 6%. |
| 2009 | 1 | 9 | $413,020 | $76,151 | $8,461iApproximate average salary by contribution assumption: employee only about $211,531 at 4% or $141,020 at 6%; with 50% employer match about $141,020 at 4% or $94,014 at 6%; with 100% employer match about $105,765 at 4% or $70,510 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 9 | $413,020 | $76,151 | $8,461iApproximate average salary by contribution assumption: employee only about $211,531 at 4% or $141,020 at 6%; with 50% employer match about $141,020 at 4% or $94,014 at 6%; with 100% employer match about $105,765 at 4% or $70,510 at 6%. |
| 2008 | 1 | 3 | $267,073 | $73,616 | $24,539iApproximate average salary by contribution assumption: employee only about $613,467 at 4% or $408,978 at 6%; with 50% employer match about $408,978 at 4% or $272,652 at 6%; with 100% employer match about $306,733 at 4% or $204,489 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 3 | $267,073 | $73,616 | $24,539iApproximate average salary by contribution assumption: employee only about $613,467 at 4% or $408,978 at 6%; with 50% employer match about $408,978 at 4% or $272,652 at 6%; with 100% employer match about $306,733 at 4% or $204,489 at 6%. |
| 2007 | 1 | 4 | $292,925 | $71,216 | $17,804iApproximate average salary by contribution assumption: employee only about $445,100 at 4% or $296,733 at 6%; with 50% employer match about $296,733 at 4% or $197,822 at 6%; with 100% employer match about $222,550 at 4% or $148,367 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 4 | $292,925 | $71,216 | $17,804iApproximate average salary by contribution assumption: employee only about $445,100 at 4% or $296,733 at 6%; with 50% employer match about $296,733 at 4% or $197,822 at 6%; with 100% employer match about $222,550 at 4% or $148,367 at 6%. |
| 2006 | 1 | 3 | $211,866 | $62,494 | $20,831iApproximate average salary by contribution assumption: employee only about $520,783 at 4% or $347,189 at 6%; with 50% employer match about $347,189 at 4% or $231,459 at 6%; with 100% employer match about $260,392 at 4% or $173,594 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 3 | $211,866 | $62,494 | $20,831iApproximate average salary by contribution assumption: employee only about $520,783 at 4% or $347,189 at 6%; with 50% employer match about $347,189 at 4% or $231,459 at 6%; with 100% employer match about $260,392 at 4% or $173,594 at 6%. |
| 2005 | 1 | 5 | $136,757 | $74,663 | $14,933iApproximate average salary by contribution assumption: employee only about $373,315 at 4% or $248,877 at 6%; with 50% employer match about $248,877 at 4% or $165,918 at 6%; with 100% employer match about $186,658 at 4% or $124,438 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 5 | $136,757 | $74,663 | $14,933iApproximate average salary by contribution assumption: employee only about $373,315 at 4% or $248,877 at 6%; with 50% employer match about $248,877 at 4% or $165,918 at 6%; with 100% employer match about $186,658 at 4% or $124,438 at 6%. |
| 2004 | 1 | 7 | $54,620 | $53,102 | $7,586iApproximate average salary by contribution assumption: employee only about $189,650 at 4% or $126,433 at 6%; with 50% employer match about $126,433 at 4% or $84,289 at 6%; with 100% employer match about $94,825 at 4% or $63,217 at 6%. |
| Michael Szarek, D.M.D. 401(K) Plan | - | 7 | $54,620 | $53,102 | $7,586iApproximate average salary by contribution assumption: employee only about $189,650 at 4% or $126,433 at 6%; with 50% employer match about $126,433 at 4% or $84,289 at 6%; with 100% employer match about $94,825 at 4% or $63,217 at 6%. |