Civic Intelligence

David Stamm, D.P.M. PC.

Plan context: David Stamm, D.P.M. PC. Retirement Trust

EIN 14-1822634 • Millbrook, NY • 23 filings • 3 plans

28 Front StreetMillbrook, NY 12545
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$2,735,915

2020 Contributions

$14,500

Historical Graphs

Total Assets Over Time

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

$2,735,915$1,367,958$0200020112019YearValue
$2,735,915Latest year 2019

Participants Over Time

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

420200020102019YearValue
3Latest year 2019

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
202010$0$0-
David Stamm, D.P.M. PC. Retirement Trust-0$0--
201913$2,735,915$0-
David Stamm, D.P.M. PC. Retirement Trust-3$2,735,915--
201813$1,765,517$0-
David Stamm, D.P.M. PC. Retirement Trust-3$1,765,517$0-
201714$1,629,098$0-
David Stamm, D.P.M. PC. Retirement Trust-4$1,629,098--
201614$1,037,590$0-
David Stamm, D.P.M. PC. Retirement Trust-4$1,037,590--
201513$781,099$0-
David Stamm, D.P.M. PC. Retirement Trust-3$781,099--
201413$903,600$0-
David Stamm, D.P.M. PC. Retirement Trust-3$903,600--
201314$951,906$0-
David Stamm, D.P.M. PC. Retirement Trust-4$951,906--
201214$1,320,416$0-
David Stamm, D.P.M. PC. Retirement Trust-4$1,320,416$0-
201114$1,023,966$0-
David Stamm, D.P.M. PC. Retirement Trust-4$1,023,966$0-
201014$761,994$14,500$3,625iApproximate average salary by contribution assumption: employee only about $90,625 at 4% or $60,417 at 6%; with 50% employer match about $60,417 at 4% or $40,278 at 6%; with 100% employer match about $45,313 at 4% or $30,208 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-4$761,994$14,500$3,625iApproximate average salary by contribution assumption: employee only about $90,625 at 4% or $60,417 at 6%; with 50% employer match about $60,417 at 4% or $40,278 at 6%; with 100% employer match about $45,313 at 4% or $30,208 at 6%.
200914$552,639$14,500$3,625iApproximate average salary by contribution assumption: employee only about $90,625 at 4% or $60,417 at 6%; with 50% employer match about $60,417 at 4% or $40,278 at 6%; with 100% employer match about $45,313 at 4% or $30,208 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-4$552,639$14,500$3,625iApproximate average salary by contribution assumption: employee only about $90,625 at 4% or $60,417 at 6%; with 50% employer match about $60,417 at 4% or $40,278 at 6%; with 100% employer match about $45,313 at 4% or $30,208 at 6%.
200814$437,298$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-4$437,298$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200714$615,759$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-4$615,759$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200614$620,942$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-4$620,942$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200514$803,021$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-4$803,021$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200414$831,054$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-4$831,054$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200224$561,445$16,019$4,005iApproximate average salary by contribution assumption: employee only about $100,119 at 4% or $66,746 at 6%; with 50% employer match about $66,746 at 4% or $44,497 at 6%; with 100% employer match about $50,059 at 4% or $33,373 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-4$561,445$16,019$4,005iApproximate average salary by contribution assumption: employee only about $100,119 at 4% or $66,746 at 6%; with 50% employer match about $66,746 at 4% or $44,497 at 6%; with 100% employer match about $50,059 at 4% or $33,373 at 6%.
MONEY PURCHASE PLAN UNDER DAVID STAMM, D.P.M., P.C. RETIREMENT TRUST-0---
200123$0$0-
MONEY PURCHASE PLAN UNDER DAVID STAMM, D.P.M., P.C. RETIREMENT TRUST-3---
David Stamm, D.P.M. PC. Retirement Trust-3---
200023$1,104,926$1,172,575$390,858iApproximate average salary by contribution assumption: employee only about $9,771,458 at 4% or $6,514,306 at 6%; with 50% employer match about $6,514,306 at 4% or $4,342,870 at 6%; with 100% employer match about $4,885,729 at 4% or $3,257,153 at 6%.
MONEY PURCHASE PLAN UNDER DAVID STAMM, D.P.M., P.C. RETIREMENT TRUST-3$762,411$808,982$269,661iApproximate average salary by contribution assumption: employee only about $6,741,517 at 4% or $4,494,344 at 6%; with 50% employer match about $4,494,344 at 4% or $2,996,230 at 6%; with 100% employer match about $3,370,758 at 4% or $2,247,172 at 6%.
David Stamm, D.P.M. PC. Retirement Trust-3$342,515$363,593$121,198iApproximate average salary by contribution assumption: employee only about $3,029,942 at 4% or $2,019,961 at 6%; with 50% employer match about $2,019,961 at 4% or $1,346,641 at 6%; with 100% employer match about $1,514,971 at 4% or $1,009,981 at 6%.