Stephen J. Dennis, Esq. PLC
Plan context: The Stephen J. Dennis 401(K) Plan
EIN 05-0488375 • Providence, RI • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$3,346,344
2024 Contributions
$283,339
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 | 2 | 21 | $3,346,344 | $283,339 | $13,492iApproximate average salary by contribution assumption: employee only about $337,308 at 4% or $224,872 at 6%; with 50% employer match about $224,872 at 4% or $149,915 at 6%; with 100% employer match about $168,654 at 4% or $112,436 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 21 | $2,001,689 | $126,339 | $6,016iApproximate average salary by contribution assumption: employee only about $150,404 at 4% or $100,269 at 6%; with 50% employer match about $100,269 at 4% or $66,846 at 6%; with 100% employer match about $75,202 at 4% or $50,135 at 6%. |
| THE STEPHEN J. DENNIS CASH BALANCE PLAN | - | 8 | $1,344,655 | $157,000 | $19,625iApproximate average salary by contribution assumption: employee only about $490,625 at 4% or $327,083 at 6%; with 50% employer match about $327,083 at 4% or $218,056 at 6%; with 100% employer match about $245,313 at 4% or $163,542 at 6%. |
| 2023 | 2 | 17 | $2,908,985 | $312,849 | $18,403iApproximate average salary by contribution assumption: employee only about $460,072 at 4% or $306,715 at 6%; with 50% employer match about $306,715 at 4% or $204,476 at 6%; with 100% employer match about $230,036 at 4% or $153,357 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 17 | $1,755,663 | $95,849 | $5,638iApproximate average salary by contribution assumption: employee only about $140,954 at 4% or $93,970 at 6%; with 50% employer match about $93,970 at 4% or $62,646 at 6%; with 100% employer match about $70,477 at 4% or $46,985 at 6%. |
| THE STEPHEN J. DENNIS CASH BALANCE PLAN | - | 12 | $1,153,322 | $217,000 | $18,083iApproximate average salary by contribution assumption: employee only about $452,083 at 4% or $301,389 at 6%; with 50% employer match about $301,389 at 4% or $200,926 at 6%; with 100% employer match about $226,042 at 4% or $150,694 at 6%. |
| 2022 | 2 | 8 | $2,451,776 | $274,972 | $34,372iApproximate average salary by contribution assumption: employee only about $859,288 at 4% or $572,858 at 6%; with 50% employer match about $572,858 at 4% or $381,906 at 6%; with 100% employer match about $429,644 at 4% or $286,429 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 6 | $1,574,816 | $81,840 | $13,640iApproximate average salary by contribution assumption: employee only about $341,000 at 4% or $227,333 at 6%; with 50% employer match about $227,333 at 4% or $151,556 at 6%; with 100% employer match about $170,500 at 4% or $113,667 at 6%. |
| THE STEPHEN J. DENNIS CASH BALANCE PLAN | - | 8 | $876,960 | $193,132 | $24,142iApproximate average salary by contribution assumption: employee only about $603,538 at 4% or $402,358 at 6%; with 50% employer match about $402,358 at 4% or $268,239 at 6%; with 100% employer match about $301,769 at 4% or $201,179 at 6%. |
| 2021 | 2 | 15 | $2,397,238 | $282,127 | $18,808iApproximate average salary by contribution assumption: employee only about $470,212 at 4% or $313,474 at 6%; with 50% employer match about $313,474 at 4% or $208,983 at 6%; with 100% employer match about $235,106 at 4% or $156,737 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 15 | $1,664,046 | $92,127 | $6,142iApproximate average salary by contribution assumption: employee only about $153,545 at 4% or $102,363 at 6%; with 50% employer match about $102,363 at 4% or $68,242 at 6%; with 100% employer match about $76,773 at 4% or $51,182 at 6%. |
| THE STEPHEN J. DENNIS CASH BALANCE PLAN | - | 8 | $733,192 | $190,000 | $23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%. |
| 2020 | 2 | 9 | $2,061,860 | $235,655 | $26,184iApproximate average salary by contribution assumption: employee only about $654,597 at 4% or $436,398 at 6%; with 50% employer match about $436,398 at 4% or $290,932 at 6%; with 100% employer match about $327,299 at 4% or $218,199 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 7 | $1,514,775 | $85,655 | $12,236iApproximate average salary by contribution assumption: employee only about $305,911 at 4% or $203,940 at 6%; with 50% employer match about $203,940 at 4% or $135,960 at 6%; with 100% employer match about $152,955 at 4% or $101,970 at 6%. |
| THE STEPHEN J. DENNIS CASH BALANCE PLAN | - | 9 | $547,085 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2019 | 2 | 7 | $1,722,921 | $339,054 | $48,436iApproximate average salary by contribution assumption: employee only about $1,210,907 at 4% or $807,271 at 6%; with 50% employer match about $807,271 at 4% or $538,181 at 6%; with 100% employer match about $605,454 at 4% or $403,636 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 6 | $1,332,453 | $67,054 | $11,176iApproximate average salary by contribution assumption: employee only about $279,392 at 4% or $186,261 at 6%; with 50% employer match about $186,261 at 4% or $124,174 at 6%; with 100% employer match about $139,696 at 4% or $93,131 at 6%. |
| THE STEPHEN J. DENNIS CASH BALANCE PLAN | - | 7 | $390,468 | $272,000 | $38,857iApproximate average salary by contribution assumption: employee only about $971,429 at 4% or $647,619 at 6%; with 50% employer match about $647,619 at 4% or $431,746 at 6%; with 100% employer match about $485,714 at 4% or $323,810 at 6%. |
| 2018 | 2 | 7 | $1,219,879 | $214,209 | $30,601iApproximate average salary by contribution assumption: employee only about $765,032 at 4% or $510,021 at 6%; with 50% employer match about $510,021 at 4% or $340,014 at 6%; with 100% employer match about $382,516 at 4% or $255,011 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 7 | $1,104,573 | $98,903 | $14,129iApproximate average salary by contribution assumption: employee only about $353,225 at 4% or $235,483 at 6%; with 50% employer match about $235,483 at 4% or $156,989 at 6%; with 100% employer match about $176,613 at 4% or $117,742 at 6%. |
| THE STEPHEN J. DENNIS CASH BALANCE PLAN | - | 7 | $115,306 | $115,306 | $16,472iApproximate average salary by contribution assumption: employee only about $411,807 at 4% or $274,538 at 6%; with 50% employer match about $274,538 at 4% or $183,025 at 6%; with 100% employer match about $205,904 at 4% or $137,269 at 6%. |
| 2017 | 1 | 8 | $1,126,642 | $86,950 | $10,869iApproximate average salary by contribution assumption: employee only about $271,719 at 4% or $181,146 at 6%; with 50% employer match about $181,146 at 4% or $120,764 at 6%; with 100% employer match about $135,859 at 4% or $90,573 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 8 | $1,126,642 | $86,950 | $10,869iApproximate average salary by contribution assumption: employee only about $271,719 at 4% or $181,146 at 6%; with 50% employer match about $181,146 at 4% or $120,764 at 6%; with 100% employer match about $135,859 at 4% or $90,573 at 6%. |
| 2016 | 1 | 11 | $882,715 | $89,909 | $8,174iApproximate average salary by contribution assumption: employee only about $204,339 at 4% or $136,226 at 6%; with 50% employer match about $136,226 at 4% or $90,817 at 6%; with 100% employer match about $102,169 at 4% or $68,113 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 11 | $882,715 | $89,909 | $8,174iApproximate average salary by contribution assumption: employee only about $204,339 at 4% or $136,226 at 6%; with 50% employer match about $136,226 at 4% or $90,817 at 6%; with 100% employer match about $102,169 at 4% or $68,113 at 6%. |
| 2015 | 1 | 9 | $738,469 | $95,042 | $10,560iApproximate average salary by contribution assumption: employee only about $264,006 at 4% or $176,004 at 6%; with 50% employer match about $176,004 at 4% or $117,336 at 6%; with 100% employer match about $132,003 at 4% or $88,002 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 9 | $738,469 | $95,042 | $10,560iApproximate average salary by contribution assumption: employee only about $264,006 at 4% or $176,004 at 6%; with 50% employer match about $176,004 at 4% or $117,336 at 6%; with 100% employer match about $132,003 at 4% or $88,002 at 6%. |
| 2014 | 1 | 8 | $682,169 | $84,650 | $10,581iApproximate average salary by contribution assumption: employee only about $264,531 at 4% or $176,354 at 6%; with 50% employer match about $176,354 at 4% or $117,569 at 6%; with 100% employer match about $132,266 at 4% or $88,177 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 8 | $682,169 | $84,650 | $10,581iApproximate average salary by contribution assumption: employee only about $264,531 at 4% or $176,354 at 6%; with 50% employer match about $176,354 at 4% or $117,569 at 6%; with 100% employer match about $132,266 at 4% or $88,177 at 6%. |
| 2013 | 1 | 9 | $565,068 | $67,907 | $7,545iApproximate average salary by contribution assumption: employee only about $188,631 at 4% or $125,754 at 6%; with 50% employer match about $125,754 at 4% or $83,836 at 6%; with 100% employer match about $94,315 at 4% or $62,877 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 9 | $565,068 | $67,907 | $7,545iApproximate average salary by contribution assumption: employee only about $188,631 at 4% or $125,754 at 6%; with 50% employer match about $125,754 at 4% or $83,836 at 6%; with 100% employer match about $94,315 at 4% or $62,877 at 6%. |
| 2012 | 1 | 10 | $487,512 | $46,389 | $4,639iApproximate average salary by contribution assumption: employee only about $115,972 at 4% or $77,315 at 6%; with 50% employer match about $77,315 at 4% or $51,543 at 6%; with 100% employer match about $57,986 at 4% or $38,658 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 10 | $487,512 | $46,389 | $4,639iApproximate average salary by contribution assumption: employee only about $115,972 at 4% or $77,315 at 6%; with 50% employer match about $77,315 at 4% or $51,543 at 6%; with 100% employer match about $57,986 at 4% or $38,658 at 6%. |
| 2011 | 1 | 9 | $414,825 | $61,235 | $6,804iApproximate average salary by contribution assumption: employee only about $170,097 at 4% or $113,398 at 6%; with 50% employer match about $113,398 at 4% or $75,599 at 6%; with 100% employer match about $85,049 at 4% or $56,699 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 9 | $414,825 | $61,235 | $6,804iApproximate average salary by contribution assumption: employee only about $170,097 at 4% or $113,398 at 6%; with 50% employer match about $113,398 at 4% or $75,599 at 6%; with 100% employer match about $85,049 at 4% or $56,699 at 6%. |
| 2010 | 1 | 10 | $369,285 | $59,338 | $5,934iApproximate average salary by contribution assumption: employee only about $148,345 at 4% or $98,897 at 6%; with 50% employer match about $98,897 at 4% or $65,931 at 6%; with 100% employer match about $74,173 at 4% or $49,448 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 10 | $369,285 | $59,338 | $5,934iApproximate average salary by contribution assumption: employee only about $148,345 at 4% or $98,897 at 6%; with 50% employer match about $98,897 at 4% or $65,931 at 6%; with 100% employer match about $74,173 at 4% or $49,448 at 6%. |
| 2009 | 1 | 11 | $291,130 | $53,254 | $4,841iApproximate average salary by contribution assumption: employee only about $121,032 at 4% or $80,688 at 6%; with 50% employer match about $80,688 at 4% or $53,792 at 6%; with 100% employer match about $60,516 at 4% or $40,344 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 11 | $291,130 | $53,254 | $4,841iApproximate average salary by contribution assumption: employee only about $121,032 at 4% or $80,688 at 6%; with 50% employer match about $80,688 at 4% or $53,792 at 6%; with 100% employer match about $60,516 at 4% or $40,344 at 6%. |
| 2008 | 1 | 8 | $182,348 | $46,158 | $5,770iApproximate average salary by contribution assumption: employee only about $144,244 at 4% or $96,163 at 6%; with 50% employer match about $96,163 at 4% or $64,108 at 6%; with 100% employer match about $72,122 at 4% or $48,081 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 8 | $182,348 | $46,158 | $5,770iApproximate average salary by contribution assumption: employee only about $144,244 at 4% or $96,163 at 6%; with 50% employer match about $96,163 at 4% or $64,108 at 6%; with 100% employer match about $72,122 at 4% or $48,081 at 6%. |
| 2007 | 1 | 7 | $218,053 | $35,924 | $5,132iApproximate average salary by contribution assumption: employee only about $128,300 at 4% or $85,533 at 6%; with 50% employer match about $85,533 at 4% or $57,022 at 6%; with 100% employer match about $64,150 at 4% or $42,767 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 7 | $218,053 | $35,924 | $5,132iApproximate average salary by contribution assumption: employee only about $128,300 at 4% or $85,533 at 6%; with 50% employer match about $85,533 at 4% or $57,022 at 6%; with 100% employer match about $64,150 at 4% or $42,767 at 6%. |
| 2006 | 1 | 7 | $164,852 | $149,934 | $21,419iApproximate average salary by contribution assumption: employee only about $535,479 at 4% or $356,986 at 6%; with 50% employer match about $356,986 at 4% or $237,990 at 6%; with 100% employer match about $267,739 at 4% or $178,493 at 6%. |
| The Stephen J. Dennis 401(K) Plan | - | 7 | $164,852 | $149,934 | $21,419iApproximate average salary by contribution assumption: employee only about $535,479 at 4% or $356,986 at 6%; with 50% employer match about $356,986 at 4% or $237,990 at 6%; with 100% employer match about $267,739 at 4% or $178,493 at 6%. |