Civic Intelligence

Gary B. Stein

Plan context: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN

EIN 11-2863105 • Levittown, NY • 34 filings • 4 plans

2870 Hempstead Turnpike, Suite 105Eisenhower Medical BuildingLevittown, NY 11756-1341
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$2,602,297

2022 Contributions

$125,000

Historical Graphs

Total Assets Over Time

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

$2,696,819$1,348,410$0200020122022YearValue
$2,602,297Latest year 2022

Participants Over Time

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

740200020112022YearValue
2Latest year 2022

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
202212$2,602,297$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-2$2,602,297$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
202113$2,696,819$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-3$2,696,819$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
202014$2,549,123$0-
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-4$2,549,123--
201924$2,596,061$210,800$52,700iApproximate average salary by contribution assumption: employee only about $1,317,500 at 4% or $878,333 at 6%; with 50% employer match about $878,333 at 4% or $585,556 at 6%; with 100% employer match about $658,750 at 4% or $439,167 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-4$2,429,790$149,800$37,450iApproximate average salary by contribution assumption: employee only about $936,250 at 4% or $624,167 at 6%; with 50% employer match about $624,167 at 4% or $416,111 at 6%; with 100% employer match about $468,125 at 4% or $312,083 at 6%.
GARY B. STEIN, D.C. 401(K) PLAN-1$166,271$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201824$2,248,235$84,750$21,188iApproximate average salary by contribution assumption: employee only about $529,688 at 4% or $353,125 at 6%; with 50% employer match about $353,125 at 4% or $235,417 at 6%; with 100% employer match about $264,844 at 4% or $176,563 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-4$2,152,045$48,750$12,188iApproximate average salary by contribution assumption: employee only about $304,688 at 4% or $203,125 at 6%; with 50% employer match about $203,125 at 4% or $135,417 at 6%; with 100% employer match about $152,344 at 4% or $101,563 at 6%.
GARY B. STEIN, D.C. 401(K) PLAN-2$96,190$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201725$2,219,850$63,733$12,747iApproximate average salary by contribution assumption: employee only about $318,665 at 4% or $212,443 at 6%; with 50% employer match about $212,443 at 4% or $141,629 at 6%; with 100% employer match about $159,333 at 4% or $106,222 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-5$2,158,758$63,733$12,747iApproximate average salary by contribution assumption: employee only about $318,665 at 4% or $212,443 at 6%; with 50% employer match about $212,443 at 4% or $141,629 at 6%; with 100% employer match about $159,333 at 4% or $106,222 at 6%.
GARY B. STEIN, D.C. 401(K) PLAN-3$61,092--
201626$2,112,216$110,364$18,394iApproximate average salary by contribution assumption: employee only about $459,850 at 4% or $306,567 at 6%; with 50% employer match about $306,567 at 4% or $204,378 at 6%; with 100% employer match about $229,925 at 4% or $153,283 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-6$2,051,852$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
GARY B. STEIN, D.C. 401(K) PLAN-3$60,364$60,364$20,121iApproximate average salary by contribution assumption: employee only about $503,033 at 4% or $335,356 at 6%; with 50% employer match about $335,356 at 4% or $223,570 at 6%; with 100% employer match about $251,517 at 4% or $167,678 at 6%.
201516$1,898,309$100,000$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%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-6$1,898,309$100,000$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%.
201416$1,768,295$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-6$1,768,295$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201316$1,564,675$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-6$1,564,675$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201216$1,358,709$100,000$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%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-6$1,358,709$100,000$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%.
201117$1,192,516$135,000$19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-7$1,192,516$135,000$19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%.
201015$1,009,621$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-5$1,009,621$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200915$822,193$175,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-5$822,193$175,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200816$0$0-
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-6---
200714$0$0-
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-4---
200615$395,972$99,483$19,897iApproximate average salary by contribution assumption: employee only about $497,415 at 4% or $331,610 at 6%; with 50% employer match about $331,610 at 4% or $221,073 at 6%; with 100% employer match about $248,707 at 4% or $165,805 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-5$395,972$99,483$19,897iApproximate average salary by contribution assumption: employee only about $497,415 at 4% or $331,610 at 6%; with 50% employer match about $331,610 at 4% or $221,073 at 6%; with 100% employer match about $248,707 at 4% or $165,805 at 6%.
200515$283,889$98,412$19,682iApproximate average salary by contribution assumption: employee only about $492,060 at 4% or $328,040 at 6%; with 50% employer match about $328,040 at 4% or $218,693 at 6%; with 100% employer match about $246,030 at 4% or $164,020 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-5$283,889$98,412$19,682iApproximate average salary by contribution assumption: employee only about $492,060 at 4% or $328,040 at 6%; with 50% employer match about $328,040 at 4% or $218,693 at 6%; with 100% employer match about $246,030 at 4% or $164,020 at 6%.
200436$182,332$93,265$15,544iApproximate average salary by contribution assumption: employee only about $388,604 at 4% or $259,069 at 6%; with 50% employer match about $259,069 at 4% or $172,713 at 6%; with 100% employer match about $194,302 at 4% or $129,535 at 6%.
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-6$182,332$93,265$15,544iApproximate average salary by contribution assumption: employee only about $388,604 at 4% or $259,069 at 6%; with 50% employer match about $259,069 at 4% or $172,713 at 6%; with 100% employer match about $194,302 at 4% or $129,535 at 6%.
Gary B. Stein DC Profit Sharing Keogh-0---
GARY B STEIN MP BASIC FBO GARY B STEIN-0---
200335$455,830$89,467$17,893iApproximate average salary by contribution assumption: employee only about $447,335 at 4% or $298,223 at 6%; with 50% employer match about $298,223 at 4% or $198,816 at 6%; with 100% employer match about $223,668 at 4% or $149,112 at 6%.
Gary B. Stein DC Profit Sharing Keogh-3$214,162--
GARY B STEIN MP BASIC FBO GARY B STEIN-3$152,201--
GARY B. STEIN, D.C. DEFINED BENEFIT PLAN-5$89,467$89,467$17,893iApproximate average salary by contribution assumption: employee only about $447,335 at 4% or $298,223 at 6%; with 50% employer match about $298,223 at 4% or $198,816 at 6%; with 100% employer match about $223,668 at 4% or $149,112 at 6%.
200223$318,399$46,714$15,571iApproximate average salary by contribution assumption: employee only about $389,283 at 4% or $259,522 at 6%; with 50% employer match about $259,522 at 4% or $173,015 at 6%; with 100% employer match about $194,642 at 4% or $129,761 at 6%.
Gary B. Stein DC Profit Sharing Keogh-3$180,798$22,760$7,587iApproximate average salary by contribution assumption: employee only about $189,667 at 4% or $126,444 at 6%; with 50% employer match about $126,444 at 4% or $84,296 at 6%; with 100% employer match about $94,833 at 4% or $63,222 at 6%.
GARY B STEIN MP BASIC FBO GARY B STEIN-3$137,601$23,954$7,985iApproximate average salary by contribution assumption: employee only about $199,617 at 4% or $133,078 at 6%; with 50% employer match about $133,078 at 4% or $88,719 at 6%; with 100% employer match about $99,808 at 4% or $66,539 at 6%.
200123$331,281$41,824$13,941iApproximate average salary by contribution assumption: employee only about $348,533 at 4% or $232,356 at 6%; with 50% employer match about $232,356 at 4% or $154,904 at 6%; with 100% employer match about $174,267 at 4% or $116,178 at 6%.
Gary B. Stein DC Profit Sharing Keogh-3$200,257$20,943$6,981iApproximate average salary by contribution assumption: employee only about $174,525 at 4% or $116,350 at 6%; with 50% employer match about $116,350 at 4% or $77,567 at 6%; with 100% employer match about $87,263 at 4% or $58,175 at 6%.
GARY B STEIN MP BASIC FBO GARY B STEIN-3$131,024$20,881$6,960iApproximate average salary by contribution assumption: employee only about $174,008 at 4% or $116,006 at 6%; with 50% employer match about $116,006 at 4% or $77,337 at 6%; with 100% employer match about $87,004 at 4% or $58,003 at 6%.
200021$352,125$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Gary B. Stein DC Profit Sharing Keogh-1$226,853$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
GARY B STEIN MP BASIC FBO GARY B STEIN-1$125,272$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.