Civic Intelligence

David Alan Stein, D.D.S.

Plan context: David a. Stein, D.D.S. Profit Sharing Plan and Trust

EIN 14-1649681 • Ballston Lake, NY • 13 filings • 4 plans

5 Callaway Ct.Ballston Lake, NY 12019-2233
Current Snapshot

Latest Year

2011

2011 Participants

9

2011 Assets

$1,954,834

2011 Contributions

$58,187

Historical Graphs

Total Assets Over Time

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

$1,954,834$977,417$0199920042010YearValue
$1,954,834Latest year 2010

Participants Over Time

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

1050199920052010YearValue
9Latest year 2010

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
201110$0$0-
David a. Stein, D.D.S. Profit Sharing Plan and Trust-0$0$0-
201019$1,954,834$58,187$6,465iApproximate average salary by contribution assumption: employee only about $161,631 at 4% or $107,754 at 6%; with 50% employer match about $107,754 at 4% or $71,836 at 6%; with 100% employer match about $80,815 at 4% or $53,877 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-9$1,954,834$58,187$6,465iApproximate average salary by contribution assumption: employee only about $161,631 at 4% or $107,754 at 6%; with 50% employer match about $107,754 at 4% or $71,836 at 6%; with 100% employer match about $80,815 at 4% or $53,877 at 6%.
200918$1,841,150$58,927$7,366iApproximate average salary by contribution assumption: employee only about $184,147 at 4% or $122,765 at 6%; with 50% employer match about $122,765 at 4% or $81,843 at 6%; with 100% employer match about $92,073 at 4% or $61,382 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-8$1,841,150$58,927$7,366iApproximate average salary by contribution assumption: employee only about $184,147 at 4% or $122,765 at 6%; with 50% employer match about $122,765 at 4% or $81,843 at 6%; with 100% employer match about $92,073 at 4% or $61,382 at 6%.
200818$1,598,396$57,392$7,174iApproximate average salary by contribution assumption: employee only about $179,350 at 4% or $119,567 at 6%; with 50% employer match about $119,567 at 4% or $79,711 at 6%; with 100% employer match about $89,675 at 4% or $59,783 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-8$1,598,396$57,392$7,174iApproximate average salary by contribution assumption: employee only about $179,350 at 4% or $119,567 at 6%; with 50% employer match about $119,567 at 4% or $79,711 at 6%; with 100% employer match about $89,675 at 4% or $59,783 at 6%.
200718$0$0-
David a. Stein, D.D.S. Profit Sharing Plan and Trust-8---
2006110$1,371,475$52,347$5,235iApproximate average salary by contribution assumption: employee only about $130,868 at 4% or $87,245 at 6%; with 50% employer match about $87,245 at 4% or $58,163 at 6%; with 100% employer match about $65,434 at 4% or $43,623 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-10$1,371,475$52,347$5,235iApproximate average salary by contribution assumption: employee only about $130,868 at 4% or $87,245 at 6%; with 50% employer match about $87,245 at 4% or $58,163 at 6%; with 100% employer match about $65,434 at 4% or $43,623 at 6%.
2005110$1,242,023$51,998$5,200iApproximate average salary by contribution assumption: employee only about $129,995 at 4% or $86,663 at 6%; with 50% employer match about $86,663 at 4% or $57,776 at 6%; with 100% employer match about $64,998 at 4% or $43,332 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-10$1,242,023$51,998$5,200iApproximate average salary by contribution assumption: employee only about $129,995 at 4% or $86,663 at 6%; with 50% employer match about $86,663 at 4% or $57,776 at 6%; with 100% employer match about $64,998 at 4% or $43,332 at 6%.
2004110$1,119,907$48,795$4,880iApproximate average salary by contribution assumption: employee only about $121,988 at 4% or $81,325 at 6%; with 50% employer match about $81,325 at 4% or $54,217 at 6%; with 100% employer match about $60,994 at 4% or $40,663 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-10$1,119,907$48,795$4,880iApproximate average salary by contribution assumption: employee only about $121,988 at 4% or $81,325 at 6%; with 50% employer match about $81,325 at 4% or $54,217 at 6%; with 100% employer match about $60,994 at 4% or $40,663 at 6%.
200319$1,023,458$46,976$5,220iApproximate average salary by contribution assumption: employee only about $130,489 at 4% or $86,993 at 6%; with 50% employer match about $86,993 at 4% or $57,995 at 6%; with 100% employer match about $65,244 at 4% or $43,496 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-9$1,023,458$46,976$5,220iApproximate average salary by contribution assumption: employee only about $130,489 at 4% or $86,993 at 6%; with 50% employer match about $86,993 at 4% or $57,995 at 6%; with 100% employer match about $65,244 at 4% or $43,496 at 6%.
200219$767,532$46,597$5,177iApproximate average salary by contribution assumption: employee only about $129,436 at 4% or $86,291 at 6%; with 50% employer match about $86,291 at 4% or $57,527 at 6%; with 100% employer match about $64,718 at 4% or $43,145 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-9$767,532$46,597$5,177iApproximate average salary by contribution assumption: employee only about $129,436 at 4% or $86,291 at 6%; with 50% employer match about $86,291 at 4% or $57,527 at 6%; with 100% employer match about $64,718 at 4% or $43,145 at 6%.
200118$911,798$27,261$3,408iApproximate average salary by contribution assumption: employee only about $85,191 at 4% or $56,794 at 6%; with 50% employer match about $56,794 at 4% or $37,863 at 6%; with 100% employer match about $42,595 at 4% or $28,397 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-8$911,798$27,261$3,408iApproximate average salary by contribution assumption: employee only about $85,191 at 4% or $56,794 at 6%; with 50% employer match about $56,794 at 4% or $37,863 at 6%; with 100% employer match about $42,595 at 4% or $28,397 at 6%.
200016$1,083,339$34,319$5,720iApproximate average salary by contribution assumption: employee only about $142,996 at 4% or $95,331 at 6%; with 50% employer match about $95,331 at 4% or $63,554 at 6%; with 100% employer match about $71,498 at 4% or $47,665 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-6$1,083,339$34,319$5,720iApproximate average salary by contribution assumption: employee only about $142,996 at 4% or $95,331 at 6%; with 50% employer match about $95,331 at 4% or $63,554 at 6%; with 100% employer match about $71,498 at 4% or $47,665 at 6%.
199913$1,053,867$26,530$8,843iApproximate average salary by contribution assumption: employee only about $221,083 at 4% or $147,389 at 6%; with 50% employer match about $147,389 at 4% or $98,259 at 6%; with 100% employer match about $110,542 at 4% or $73,694 at 6%.
David a. Stein, D.D.S. Profit Sharing Plan and Trust-3$1,053,867$26,530$8,843iApproximate average salary by contribution assumption: employee only about $221,083 at 4% or $147,389 at 6%; with 50% employer match about $147,389 at 4% or $98,259 at 6%; with 100% employer match about $110,542 at 4% or $73,694 at 6%.