Civic Intelligence

Drew Stein, MD PLLC

Plan context: Drew Stein, MD PLLC Retirement Trust

EIN 20-4975700 • New York, NY • 21 filings • 2 plans

36 West 44th Street, Suite 401New York, NY 10036
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$1,577,950

2018 Contributions

$171,647

Historical Graphs

Total Assets Over Time

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

$1,577,950$788,975$0200920132017YearValue
$1,577,950Latest year 2017

Participants Over Time

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

530200720132017YearValue
5Latest year 2017

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
201820$0$0-
Drew Stein, MD PLLC Employees' Retirement Plan-0$0--
Drew Stein, MD PLLC Retirement Trust-0$0--
201725$1,577,950$171,647$34,329iApproximate average salary by contribution assumption: employee only about $858,235 at 4% or $572,157 at 6%; with 50% employer match about $572,157 at 4% or $381,438 at 6%; with 100% employer match about $429,118 at 4% or $286,078 at 6%.
Drew Stein, MD PLLC Retirement Trust-5$1,385,751$150,000$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%.
Drew Stein, MD PLLC Employees' Retirement Plan-5$192,199$21,647$4,329iApproximate average salary by contribution assumption: employee only about $108,235 at 4% or $72,157 at 6%; with 50% employer match about $72,157 at 4% or $48,104 at 6%; with 100% employer match about $54,117 at 4% or $36,078 at 6%.
201625$1,240,207$139,600$27,920iApproximate average salary by contribution assumption: employee only about $698,000 at 4% or $465,333 at 6%; with 50% employer match about $465,333 at 4% or $310,222 at 6%; with 100% employer match about $349,000 at 4% or $232,667 at 6%.
Drew Stein, MD PLLC Retirement Trust-5$1,090,997$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Drew Stein, MD PLLC Employees' Retirement Plan-5$149,210$19,600$3,920iApproximate average salary by contribution assumption: employee only about $98,000 at 4% or $65,333 at 6%; with 50% employer match about $65,333 at 4% or $43,556 at 6%; with 100% employer match about $49,000 at 4% or $32,667 at 6%.
201525$1,054,889$159,869$31,974iApproximate average salary by contribution assumption: employee only about $799,345 at 4% or $532,897 at 6%; with 50% employer match about $532,897 at 4% or $355,264 at 6%; with 100% employer match about $399,673 at 4% or $266,448 at 6%.
Drew Stein, MD PLLC Retirement Trust-5$929,311$131,237$26,247iApproximate average salary by contribution assumption: employee only about $656,185 at 4% or $437,457 at 6%; with 50% employer match about $437,457 at 4% or $291,638 at 6%; with 100% employer match about $328,093 at 4% or $218,728 at 6%.
Drew Stein, MD PLLC Employees' Retirement Plan-5$125,578$28,632$5,726iApproximate average salary by contribution assumption: employee only about $143,160 at 4% or $95,440 at 6%; with 50% employer match about $95,440 at 4% or $63,627 at 6%; with 100% employer match about $71,580 at 4% or $47,720 at 6%.
201425$911,926$134,281$26,856iApproximate average salary by contribution assumption: employee only about $671,405 at 4% or $447,603 at 6%; with 50% employer match about $447,603 at 4% or $298,402 at 6%; with 100% employer match about $335,703 at 4% or $223,802 at 6%.
Drew Stein, MD PLLC Retirement Trust-5$815,822$109,683$21,937iApproximate average salary by contribution assumption: employee only about $548,415 at 4% or $365,610 at 6%; with 50% employer match about $365,610 at 4% or $243,740 at 6%; with 100% employer match about $274,208 at 4% or $182,805 at 6%.
Drew Stein, MD PLLC Employees' Retirement Plan-5$96,104$24,598$4,920iApproximate average salary by contribution assumption: employee only about $122,990 at 4% or $81,993 at 6%; with 50% employer match about $81,993 at 4% or $54,662 at 6%; with 100% employer match about $61,495 at 4% or $40,997 at 6%.
201325$749,377$90,155$18,031iApproximate average salary by contribution assumption: employee only about $450,775 at 4% or $300,517 at 6%; with 50% employer match about $300,517 at 4% or $200,344 at 6%; with 100% employer match about $225,388 at 4% or $150,258 at 6%.
Drew Stein, MD PLLC Retirement Trust-5$679,889$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Drew Stein, MD PLLC Employees' Retirement Plan-4$69,488$15,155$3,789iApproximate average salary by contribution assumption: employee only about $94,719 at 4% or $63,146 at 6%; with 50% employer match about $63,146 at 4% or $42,097 at 6%; with 100% employer match about $47,359 at 4% or $31,573 at 6%.
201224$569,027$90,281$22,570iApproximate average salary by contribution assumption: employee only about $564,256 at 4% or $376,171 at 6%; with 50% employer match about $376,171 at 4% or $250,781 at 6%; with 100% employer match about $282,128 at 4% or $188,085 at 6%.
Drew Stein, MD PLLC Retirement Trust-4$520,478$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Drew Stein, MD PLLC Employees' Retirement Plan-4$48,549$20,281$5,070iApproximate average salary by contribution assumption: employee only about $126,756 at 4% or $84,504 at 6%; with 50% employer match about $84,504 at 4% or $56,336 at 6%; with 100% employer match about $63,378 at 4% or $42,252 at 6%.
201124$437,196$92,074$23,019iApproximate average salary by contribution assumption: employee only about $575,463 at 4% or $383,642 at 6%; with 50% employer match about $383,642 at 4% or $255,761 at 6%; with 100% employer match about $287,731 at 4% or $191,821 at 6%.
Drew Stein, MD PLLC Retirement Trust-4$409,254$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Drew Stein, MD PLLC Employees' Retirement Plan-4$27,942$17,074$4,269iApproximate average salary by contribution assumption: employee only about $106,713 at 4% or $71,142 at 6%; with 50% employer match about $71,142 at 4% or $47,428 at 6%; with 100% employer match about $53,356 at 4% or $35,571 at 6%.
201022$159,151$84,329$42,165iApproximate average salary by contribution assumption: employee only about $1,054,113 at 4% or $702,742 at 6%; with 50% employer match about $702,742 at 4% or $468,494 at 6%; with 100% employer match about $527,056 at 4% or $351,371 at 6%.
Drew Stein, MD PLLC Retirement Trust-2$156,117$81,061$40,531iApproximate average salary by contribution assumption: employee only about $1,013,263 at 4% or $675,508 at 6%; with 50% employer match about $675,508 at 4% or $450,339 at 6%; with 100% employer match about $506,631 at 4% or $337,754 at 6%.
Drew Stein, MD PLLC Employees' Retirement Plan-2$3,034$3,268$1,634iApproximate average salary by contribution assumption: employee only about $40,850 at 4% or $27,233 at 6%; with 50% employer match about $27,233 at 4% or $18,156 at 6%; with 100% employer match about $20,425 at 4% or $13,617 at 6%.
200923$268,910$109,553$36,518iApproximate average salary by contribution assumption: employee only about $912,942 at 4% or $608,628 at 6%; with 50% employer match about $608,628 at 4% or $405,752 at 6%; with 100% employer match about $456,471 at 4% or $304,314 at 6%.
Drew Stein, MD PLLC Retirement Trust-3$260,863$104,896$34,965iApproximate average salary by contribution assumption: employee only about $874,133 at 4% or $582,756 at 6%; with 50% employer match about $582,756 at 4% or $388,504 at 6%; with 100% employer match about $437,067 at 4% or $291,378 at 6%.
Drew Stein, MD PLLC Employees' Retirement Plan-1$8,047$4,657$4,657iApproximate average salary by contribution assumption: employee only about $116,425 at 4% or $77,617 at 6%; with 50% employer match about $77,617 at 4% or $51,744 at 6%; with 100% employer match about $58,213 at 4% or $38,808 at 6%.
200712$0$0-
Drew Stein, MD PLLC Retirement Trust-2---