Sima Stein, M.D., Sole Proprietor
Plan context: Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan
EIN 20-2956549 • Atherton, CA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,366,603
2024 Contributions
$130,000
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 | 0 | $0 | $0 | - |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 5 | $1,366,603 | $0 | - |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 5 | $1,366,603 | - | - |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 0 | $0 | - | - |
| 2022 | 2 | 7 | $2,189,070 | $0 | - |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 5 | $1,373,731 | - | - |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 7 | $815,339 | - | - |
| 2021 | 1 | 5 | $1,627,467 | $0 | - |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 5 | $1,627,467 | - | - |
| 2020 | 1 | 5 | $1,570,867 | $0 | - |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 5 | $1,570,867 | - | - |
| 2018 | 2 | 5 | $3,880,781 | $130,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 3 | $3,358,259 | - | - |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 5 | $522,522 | $130,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2017 | 2 | 6 | $4,338,651 | $126,260 | $21,043iApproximate average salary by contribution assumption: employee only about $526,083 at 4% or $350,722 at 6%; with 50% employer match about $350,722 at 4% or $233,815 at 6%; with 100% employer match about $263,042 at 4% or $175,361 at 6%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 4 | $3,876,744 | - | - |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 6 | $461,907 | $126,260 | $21,043iApproximate average salary by contribution assumption: employee only about $526,083 at 4% or $350,722 at 6%; with 50% employer match about $350,722 at 4% or $233,815 at 6%; with 100% employer match about $263,042 at 4% or $175,361 at 6%. |
| 2016 | 2 | 6 | $3,728,806 | $106,786 | $17,798iApproximate average salary by contribution assumption: employee only about $444,942 at 4% or $296,628 at 6%; with 50% employer match about $296,628 at 4% or $197,752 at 6%; with 100% employer match about $222,471 at 4% or $148,314 at 6%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 4 | $3,428,674 | - | - |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 6 | $300,132 | $106,786 | $17,798iApproximate average salary by contribution assumption: employee only about $444,942 at 4% or $296,628 at 6%; with 50% employer match about $296,628 at 4% or $197,752 at 6%; with 100% employer match about $222,471 at 4% or $148,314 at 6%. |
| 2015 | 2 | 6 | $3,558,469 | $111,575 | $18,596iApproximate average salary by contribution assumption: employee only about $464,896 at 4% or $309,931 at 6%; with 50% employer match about $309,931 at 4% or $206,620 at 6%; with 100% employer match about $232,448 at 4% or $154,965 at 6%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 4 | $3,368,515 | - | - |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 6 | $189,954 | $111,575 | $18,596iApproximate average salary by contribution assumption: employee only about $464,896 at 4% or $309,931 at 6%; with 50% employer match about $309,931 at 4% or $206,620 at 6%; with 100% employer match about $232,448 at 4% or $154,965 at 6%. |
| 2014 | 2 | 4 | $3,651,102 | $250,000 | $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%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 4 | $3,568,080 | $250,000 | $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%. |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 3 | $83,022 | - | - |
| 2013 | 2 | 3 | $3,306,867 | $55,149 | $18,383iApproximate average salary by contribution assumption: employee only about $459,575 at 4% or $306,383 at 6%; with 50% employer match about $306,383 at 4% or $204,256 at 6%; with 100% employer match about $229,788 at 4% or $153,192 at 6%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 3 | $3,226,145 | - | - |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 3 | $80,722 | $55,149 | $18,383iApproximate average salary by contribution assumption: employee only about $459,575 at 4% or $306,383 at 6%; with 50% employer match about $306,383 at 4% or $204,256 at 6%; with 100% employer match about $229,788 at 4% or $153,192 at 6%. |
| 2012 | 2 | 3 | $2,491,707 | $104,000 | $34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 3 | $2,472,111 | $104,000 | $34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%. |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 2 | $19,596 | - | - |
| 2011 | 2 | 2 | $2,861,147 | $425,000 | $212,500iApproximate average salary by contribution assumption: employee only about $5,312,500 at 4% or $3,541,667 at 6%; with 50% employer match about $3,541,667 at 4% or $2,361,111 at 6%; with 100% employer match about $2,656,250 at 4% or $1,770,833 at 6%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 2 | $2,836,440 | $425,000 | $212,500iApproximate average salary by contribution assumption: employee only about $5,312,500 at 4% or $3,541,667 at 6%; with 50% employer match about $3,541,667 at 4% or $2,361,111 at 6%; with 100% employer match about $2,656,250 at 4% or $1,770,833 at 6%. |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 2 | $24,707 | - | - |
| 2010 | 2 | 2 | $1,723,724 | $440,235 | $220,118iApproximate average salary by contribution assumption: employee only about $5,502,938 at 4% or $3,668,625 at 6%; with 50% employer match about $3,668,625 at 4% or $2,445,750 at 6%; with 100% employer match about $2,751,469 at 4% or $1,834,313 at 6%. |
| Sima Stein, M.D., Sole Proprietor Defined Benefit Pension Plan | - | 2 | $1,706,242 | $440,235 | $220,118iApproximate average salary by contribution assumption: employee only about $5,502,938 at 4% or $3,668,625 at 6%; with 50% employer match about $3,668,625 at 4% or $2,445,750 at 6%; with 100% employer match about $2,751,469 at 4% or $1,834,313 at 6%. |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 1 | $17,482 | - | - |
| 2008 | 1 | 2 | $12,762 | $0 | - |
| Sima Stein, M.D., Sole Proprietor 401(K) Plan | - | 2 | $12,762 | - | - |