Civic Intelligence

STEPHEN A AHLGRIM DMD PC

Plan context: STEPHEN A AHLGRIM DMD PC 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-3958584 • Watertown, NY • 17 filings • 4 plans

125 Mullin StWatertown, NY 13601-3615
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$887,316

2024 Contributions

$50,480

Historical Graphs

Total Assets Over Time

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

$887,316$443,658$0200820162024YearValue
$887,316Latest year 2024

Participants Over Time

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

950200720152024YearValue
8Latest year 2024

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
202418$887,316$50,480$6,310iApproximate average salary by contribution assumption: employee only about $157,750 at 4% or $105,167 at 6%; with 50% employer match about $105,167 at 4% or $70,111 at 6%; with 100% employer match about $78,875 at 4% or $52,583 at 6%.
STEPHEN A AHLGRIM DMD PC 401(K) PROFIT SHARING PLAN & TRUST-8$887,316$50,480$6,310iApproximate average salary by contribution assumption: employee only about $157,750 at 4% or $105,167 at 6%; with 50% employer match about $105,167 at 4% or $70,111 at 6%; with 100% employer match about $78,875 at 4% or $52,583 at 6%.
202318$755,708$48,801$6,100iApproximate average salary by contribution assumption: employee only about $152,503 at 4% or $101,669 at 6%; with 50% employer match about $101,669 at 4% or $67,779 at 6%; with 100% employer match about $76,252 at 4% or $50,834 at 6%.
STEPHEN A AHLGRIM DMD PC 401(K) PROFIT SHARING PLAN & TRUST-8$755,708$48,801$6,100iApproximate average salary by contribution assumption: employee only about $152,503 at 4% or $101,669 at 6%; with 50% employer match about $101,669 at 4% or $67,779 at 6%; with 100% employer match about $76,252 at 4% or $50,834 at 6%.
202118$644,396$40,188$5,024iApproximate average salary by contribution assumption: employee only about $125,588 at 4% or $83,725 at 6%; with 50% employer match about $83,725 at 4% or $55,817 at 6%; with 100% employer match about $62,794 at 4% or $41,863 at 6%.
STEPHEN A AHLGRIM DMD PC 401(K) PROFIT SHARING PLAN & TRUST-8$644,396$40,188$5,024iApproximate average salary by contribution assumption: employee only about $125,588 at 4% or $83,725 at 6%; with 50% employer match about $83,725 at 4% or $55,817 at 6%; with 100% employer match about $62,794 at 4% or $41,863 at 6%.
202018$512,355$37,098$4,637iApproximate average salary by contribution assumption: employee only about $115,931 at 4% or $77,288 at 6%; with 50% employer match about $77,288 at 4% or $51,525 at 6%; with 100% employer match about $57,966 at 4% or $38,644 at 6%.
STEPHEN A AHLGRIM DMD PC 401(K) PROFIT SHARING PLAN & TRUST-8$512,355$37,098$4,637iApproximate average salary by contribution assumption: employee only about $115,931 at 4% or $77,288 at 6%; with 50% employer match about $77,288 at 4% or $51,525 at 6%; with 100% employer match about $57,966 at 4% or $38,644 at 6%.
201918$433,032$36,543$4,568iApproximate average salary by contribution assumption: employee only about $114,197 at 4% or $76,131 at 6%; with 50% employer match about $76,131 at 4% or $50,754 at 6%; with 100% employer match about $57,098 at 4% or $38,066 at 6%.
STEPHEN A AHLGRIM DMD PC 401(K) PROFIT SHARING PLAN & TRUST-8$433,032$36,543$4,568iApproximate average salary by contribution assumption: employee only about $114,197 at 4% or $76,131 at 6%; with 50% employer match about $76,131 at 4% or $50,754 at 6%; with 100% employer match about $57,098 at 4% or $38,066 at 6%.
201818$310,668$36,854$4,607iApproximate average salary by contribution assumption: employee only about $115,169 at 4% or $76,779 at 6%; with 50% employer match about $76,779 at 4% or $51,186 at 6%; with 100% employer match about $57,584 at 4% or $38,390 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-8$310,668$36,854$4,607iApproximate average salary by contribution assumption: employee only about $115,169 at 4% or $76,779 at 6%; with 50% employer match about $76,779 at 4% or $51,186 at 6%; with 100% employer match about $57,584 at 4% or $38,390 at 6%.
201718$292,177$35,947$4,493iApproximate average salary by contribution assumption: employee only about $112,334 at 4% or $74,890 at 6%; with 50% employer match about $74,890 at 4% or $49,926 at 6%; with 100% employer match about $56,167 at 4% or $37,445 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-8$292,177$35,947$4,493iApproximate average salary by contribution assumption: employee only about $112,334 at 4% or $74,890 at 6%; with 50% employer match about $74,890 at 4% or $49,926 at 6%; with 100% employer match about $56,167 at 4% or $37,445 at 6%.
201618$203,518$35,784$4,473iApproximate average salary by contribution assumption: employee only about $111,825 at 4% or $74,550 at 6%; with 50% employer match about $74,550 at 4% or $49,700 at 6%; with 100% employer match about $55,913 at 4% or $37,275 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-8$203,518$35,784$4,473iApproximate average salary by contribution assumption: employee only about $111,825 at 4% or $74,550 at 6%; with 50% employer match about $74,550 at 4% or $49,700 at 6%; with 100% employer match about $55,913 at 4% or $37,275 at 6%.
201519$236,060$35,609$3,957iApproximate average salary by contribution assumption: employee only about $98,914 at 4% or $65,943 at 6%; with 50% employer match about $65,943 at 4% or $43,962 at 6%; with 100% employer match about $49,457 at 4% or $32,971 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-9$236,060$35,609$3,957iApproximate average salary by contribution assumption: employee only about $98,914 at 4% or $65,943 at 6%; with 50% employer match about $65,943 at 4% or $43,962 at 6%; with 100% employer match about $49,457 at 4% or $32,971 at 6%.
201419$188,262$35,043$3,894iApproximate average salary by contribution assumption: employee only about $97,342 at 4% or $64,894 at 6%; with 50% employer match about $64,894 at 4% or $43,263 at 6%; with 100% employer match about $48,671 at 4% or $32,447 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-9$188,262$35,043$3,894iApproximate average salary by contribution assumption: employee only about $97,342 at 4% or $64,894 at 6%; with 50% employer match about $64,894 at 4% or $43,263 at 6%; with 100% employer match about $48,671 at 4% or $32,447 at 6%.
201319$265,136$34,952$3,884iApproximate average salary by contribution assumption: employee only about $97,089 at 4% or $64,726 at 6%; with 50% employer match about $64,726 at 4% or $43,151 at 6%; with 100% employer match about $48,544 at 4% or $32,363 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-9$265,136$34,952$3,884iApproximate average salary by contribution assumption: employee only about $97,089 at 4% or $64,726 at 6%; with 50% employer match about $64,726 at 4% or $43,151 at 6%; with 100% employer match about $48,544 at 4% or $32,363 at 6%.
201219$180,985$33,913$3,768iApproximate average salary by contribution assumption: employee only about $94,203 at 4% or $62,802 at 6%; with 50% employer match about $62,802 at 4% or $41,868 at 6%; with 100% employer match about $47,101 at 4% or $31,401 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-9$180,985$33,913$3,768iApproximate average salary by contribution assumption: employee only about $94,203 at 4% or $62,802 at 6%; with 50% employer match about $62,802 at 4% or $41,868 at 6%; with 100% employer match about $47,101 at 4% or $31,401 at 6%.
201119$127,874$33,989$3,777iApproximate average salary by contribution assumption: employee only about $94,414 at 4% or $62,943 at 6%; with 50% employer match about $62,943 at 4% or $41,962 at 6%; with 100% employer match about $47,207 at 4% or $31,471 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-9$127,874$33,989$3,777iApproximate average salary by contribution assumption: employee only about $94,414 at 4% or $62,943 at 6%; with 50% employer match about $62,943 at 4% or $41,962 at 6%; with 100% employer match about $47,207 at 4% or $31,471 at 6%.
201019$109,416$32,506$3,612iApproximate average salary by contribution assumption: employee only about $90,294 at 4% or $60,196 at 6%; with 50% employer match about $60,196 at 4% or $40,131 at 6%; with 100% employer match about $45,147 at 4% or $30,098 at 6%.
STEPHEN A AHLGRIM DMD PC 401 K PROFIT SHARING PLAN TRUST-9$109,416$32,506$3,612iApproximate average salary by contribution assumption: employee only about $90,294 at 4% or $60,196 at 6%; with 50% employer match about $60,196 at 4% or $40,131 at 6%; with 100% employer match about $45,147 at 4% or $30,098 at 6%.
200918$65,039$33,702$4,213iApproximate average salary by contribution assumption: employee only about $105,319 at 4% or $70,213 at 6%; with 50% employer match about $70,213 at 4% or $46,808 at 6%; with 100% employer match about $52,659 at 4% or $35,106 at 6%.
AHLGRIM WARD DENTAL 401 K PROFIT SHARING PLAN TRUST-8$65,039$33,702$4,213iApproximate average salary by contribution assumption: employee only about $105,319 at 4% or $70,213 at 6%; with 50% employer match about $70,213 at 4% or $46,808 at 6%; with 100% employer match about $52,659 at 4% or $35,106 at 6%.
200818$36,179$33,856$4,232iApproximate average salary by contribution assumption: employee only about $105,800 at 4% or $70,533 at 6%; with 50% employer match about $70,533 at 4% or $47,022 at 6%; with 100% employer match about $52,900 at 4% or $35,267 at 6%.
AHLGRIM & WARD DENTAL 401K PROFIT SHARING PLAN & TRUST-8$36,179$33,856$4,232iApproximate average salary by contribution assumption: employee only about $105,800 at 4% or $70,533 at 6%; with 50% employer match about $70,533 at 4% or $47,022 at 6%; with 100% employer match about $52,900 at 4% or $35,267 at 6%.
200719$0$0-
AHLGRIM & WARD DENTAL 401K PROFIT SHARING PLAN & TRUST-9---