Steven a. Appel, D.D.S. PC.
Plan context: Steven a. Appel, D.D.S. PC. 401K Retirement Plan
EIN 23-2184032 • Philadelphia, PA • 35 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$3,562,134
2024 Contributions
$214,330
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 | 39 | $3,562,134 | $214,330 | $5,496iApproximate average salary by contribution assumption: employee only about $137,391 at 4% or $91,594 at 6%; with 50% employer match about $91,594 at 4% or $61,063 at 6%; with 100% employer match about $68,696 at 4% or $45,797 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 39 | $3,562,134 | $214,330 | $5,496iApproximate average salary by contribution assumption: employee only about $137,391 at 4% or $91,594 at 6%; with 50% employer match about $91,594 at 4% or $61,063 at 6%; with 100% employer match about $68,696 at 4% or $45,797 at 6%. |
| 2023 | 1 | 37 | $3,268,989 | $234,034 | $6,325iApproximate average salary by contribution assumption: employee only about $158,131 at 4% or $105,421 at 6%; with 50% employer match about $105,421 at 4% or $70,280 at 6%; with 100% employer match about $79,066 at 4% or $52,710 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 37 | $3,268,989 | $234,034 | $6,325iApproximate average salary by contribution assumption: employee only about $158,131 at 4% or $105,421 at 6%; with 50% employer match about $105,421 at 4% or $70,280 at 6%; with 100% employer match about $79,066 at 4% or $52,710 at 6%. |
| 2022 | 1 | 36 | $2,662,625 | $221,861 | $6,163iApproximate average salary by contribution assumption: employee only about $154,070 at 4% or $102,713 at 6%; with 50% employer match about $102,713 at 4% or $68,476 at 6%; with 100% employer match about $77,035 at 4% or $51,357 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 36 | $2,662,625 | $221,861 | $6,163iApproximate average salary by contribution assumption: employee only about $154,070 at 4% or $102,713 at 6%; with 50% employer match about $102,713 at 4% or $68,476 at 6%; with 100% employer match about $77,035 at 4% or $51,357 at 6%. |
| 2021 | 1 | 36 | $8,070,203 | $196,746 | $5,465iApproximate average salary by contribution assumption: employee only about $136,629 at 4% or $91,086 at 6%; with 50% employer match about $91,086 at 4% or $60,724 at 6%; with 100% employer match about $68,315 at 4% or $45,543 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 36 | $8,070,203 | $196,746 | $5,465iApproximate average salary by contribution assumption: employee only about $136,629 at 4% or $91,086 at 6%; with 50% employer match about $91,086 at 4% or $60,724 at 6%; with 100% employer match about $68,315 at 4% or $45,543 at 6%. |
| 2020 | 1 | 35 | $8,558,581 | $2,045,725 | $58,449iApproximate average salary by contribution assumption: employee only about $1,461,232 at 4% or $974,155 at 6%; with 50% employer match about $974,155 at 4% or $649,437 at 6%; with 100% employer match about $730,616 at 4% or $487,077 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 35 | $8,558,581 | $2,045,725 | $58,449iApproximate average salary by contribution assumption: employee only about $1,461,232 at 4% or $974,155 at 6%; with 50% employer match about $974,155 at 4% or $649,437 at 6%; with 100% employer match about $730,616 at 4% or $487,077 at 6%. |
| 2019 | 2 | 35 | $8,205,597 | $202,656 | $5,790iApproximate average salary by contribution assumption: employee only about $144,754 at 4% or $96,503 at 6%; with 50% employer match about $96,503 at 4% or $64,335 at 6%; with 100% employer match about $72,377 at 4% or $48,251 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 35 | $6,448,743 | $202,656 | $5,790iApproximate average salary by contribution assumption: employee only about $144,754 at 4% or $96,503 at 6%; with 50% employer match about $96,503 at 4% or $64,335 at 6%; with 100% employer match about $72,377 at 4% or $48,251 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 33 | $1,756,854 | $0 | - |
| 2018 | 2 | 34 | $6,600,685 | $327,299 | $9,626iApproximate average salary by contribution assumption: employee only about $240,661 at 4% or $160,441 at 6%; with 50% employer match about $160,441 at 4% or $106,960 at 6%; with 100% employer match about $120,331 at 4% or $80,220 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 34 | $5,046,082 | $157,004 | $4,618iApproximate average salary by contribution assumption: employee only about $115,444 at 4% or $76,963 at 6%; with 50% employer match about $76,963 at 4% or $51,308 at 6%; with 100% employer match about $57,722 at 4% or $38,481 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 33 | $1,554,603 | $170,295 | $5,160iApproximate average salary by contribution assumption: employee only about $129,011 at 4% or $86,008 at 6%; with 50% employer match about $86,008 at 4% or $57,338 at 6%; with 100% employer match about $64,506 at 4% or $43,004 at 6%. |
| 2017 | 2 | 28 | $6,306,480 | $306,938 | $10,962iApproximate average salary by contribution assumption: employee only about $274,052 at 4% or $182,701 at 6%; with 50% employer match about $182,701 at 4% or $121,801 at 6%; with 100% employer match about $137,026 at 4% or $91,351 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 27 | $4,874,200 | $162,938 | $6,035iApproximate average salary by contribution assumption: employee only about $150,869 at 4% or $100,579 at 6%; with 50% employer match about $100,579 at 4% or $67,053 at 6%; with 100% employer match about $75,434 at 4% or $50,290 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 28 | $1,432,280 | $144,000 | $5,143iApproximate average salary by contribution assumption: employee only about $128,571 at 4% or $85,714 at 6%; with 50% employer match about $85,714 at 4% or $57,143 at 6%; with 100% employer match about $64,286 at 4% or $42,857 at 6%. |
| 2016 | 2 | 28 | $5,172,872 | $325,490 | $11,625iApproximate average salary by contribution assumption: employee only about $290,616 at 4% or $193,744 at 6%; with 50% employer match about $193,744 at 4% or $129,163 at 6%; with 100% employer match about $145,308 at 4% or $96,872 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 28 | $4,004,224 | $163,521 | $5,840iApproximate average salary by contribution assumption: employee only about $146,001 at 4% or $97,334 at 6%; with 50% employer match about $97,334 at 4% or $64,889 at 6%; with 100% employer match about $73,000 at 4% or $48,667 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 28 | $1,168,648 | $161,969 | $5,785iApproximate average salary by contribution assumption: employee only about $144,615 at 4% or $96,410 at 6%; with 50% employer match about $96,410 at 4% or $64,273 at 6%; with 100% employer match about $72,308 at 4% or $48,205 at 6%. |
| 2015 | 2 | 27 | $4,830,353 | $313,535 | $11,612iApproximate average salary by contribution assumption: employee only about $290,310 at 4% or $193,540 at 6%; with 50% employer match about $193,540 at 4% or $129,027 at 6%; with 100% employer match about $145,155 at 4% or $96,770 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 27 | $3,900,709 | $150,227 | $5,564iApproximate average salary by contribution assumption: employee only about $139,099 at 4% or $92,733 at 6%; with 50% employer match about $92,733 at 4% or $61,822 at 6%; with 100% employer match about $69,550 at 4% or $46,366 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 27 | $929,644 | $163,308 | $6,048iApproximate average salary by contribution assumption: employee only about $151,211 at 4% or $100,807 at 6%; with 50% employer match about $100,807 at 4% or $67,205 at 6%; with 100% employer match about $75,606 at 4% or $50,404 at 6%. |
| 2014 | 2 | 24 | $4,651,612 | $324,138 | $13,506iApproximate average salary by contribution assumption: employee only about $337,644 at 4% or $225,096 at 6%; with 50% employer match about $225,096 at 4% or $150,064 at 6%; with 100% employer match about $168,822 at 4% or $112,548 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 24 | $3,859,251 | $136,894 | $5,704iApproximate average salary by contribution assumption: employee only about $142,598 at 4% or $95,065 at 6%; with 50% employer match about $95,065 at 4% or $63,377 at 6%; with 100% employer match about $71,299 at 4% or $47,533 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 21 | $792,361 | $187,244 | $8,916iApproximate average salary by contribution assumption: employee only about $222,910 at 4% or $148,606 at 6%; with 50% employer match about $148,606 at 4% or $99,071 at 6%; with 100% employer match about $111,455 at 4% or $74,303 at 6%. |
| 2013 | 2 | 26 | $4,118,296 | $305,216 | $11,739iApproximate average salary by contribution assumption: employee only about $293,477 at 4% or $195,651 at 6%; with 50% employer match about $195,651 at 4% or $130,434 at 6%; with 100% employer match about $146,738 at 4% or $97,826 at 6%. |
| STEVEN A. APPEL, D.D.S., P.C. 401(K) PLAN | - | 26 | $3,535,441 | $119,642 | $4,602iApproximate average salary by contribution assumption: employee only about $115,040 at 4% or $76,694 at 6%; with 50% employer match about $76,694 at 4% or $51,129 at 6%; with 100% employer match about $57,520 at 4% or $38,347 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 20 | $582,855 | $185,574 | $9,279iApproximate average salary by contribution assumption: employee only about $231,968 at 4% or $154,645 at 6%; with 50% employer match about $154,645 at 4% or $103,097 at 6%; with 100% employer match about $115,984 at 4% or $77,323 at 6%. |
| 2012 | 2 | 29 | $3,283,763 | $289,633 | $9,987iApproximate average salary by contribution assumption: employee only about $249,684 at 4% or $166,456 at 6%; with 50% employer match about $166,456 at 4% or $110,970 at 6%; with 100% employer match about $124,842 at 4% or $83,228 at 6%. |
| STEVEN A. APPEL, D.D.S., P.C. 401(K) RETIREMENT PLAN | - | 29 | $2,923,377 | $115,633 | $3,987iApproximate average salary by contribution assumption: employee only about $99,684 at 4% or $66,456 at 6%; with 50% employer match about $66,456 at 4% or $44,304 at 6%; with 100% employer match about $49,842 at 4% or $33,228 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 22 | $360,386 | $174,000 | $7,909iApproximate average salary by contribution assumption: employee only about $197,727 at 4% or $131,818 at 6%; with 50% employer match about $131,818 at 4% or $87,879 at 6%; with 100% employer match about $98,864 at 4% or $65,909 at 6%. |
| 2011 | 2 | 26 | $2,592,357 | $276,430 | $10,632iApproximate average salary by contribution assumption: employee only about $265,798 at 4% or $177,199 at 6%; with 50% employer match about $177,199 at 4% or $118,132 at 6%; with 100% employer match about $132,899 at 4% or $88,599 at 6%. |
| STEVEN A. APPEL, D.D.S., P.C. 401(K) RETIREMENT PLAN | - | 26 | $2,426,120 | $110,193 | $4,238iApproximate average salary by contribution assumption: employee only about $105,955 at 4% or $70,637 at 6%; with 50% employer match about $70,637 at 4% or $47,091 at 6%; with 100% employer match about $52,977 at 4% or $35,318 at 6%. |
| Steven a. Appel, D.D.S. PC. Cash Balance Pension Plan | - | 22 | $166,237 | $166,237 | $7,556iApproximate average salary by contribution assumption: employee only about $188,906 at 4% or $125,937 at 6%; with 50% employer match about $125,937 at 4% or $83,958 at 6%; with 100% employer match about $94,453 at 4% or $62,969 at 6%. |
| 2010 | 1 | 26 | $2,394,664 | $143,341 | $5,513iApproximate average salary by contribution assumption: employee only about $137,828 at 4% or $91,885 at 6%; with 50% employer match about $91,885 at 4% or $61,257 at 6%; with 100% employer match about $68,914 at 4% or $45,943 at 6%. |
| STEVEN A. APPEL, D.D.S., P.C. 401(K) RETIREMENT PLAN | - | 26 | $2,394,664 | $143,341 | $5,513iApproximate average salary by contribution assumption: employee only about $137,828 at 4% or $91,885 at 6%; with 50% employer match about $91,885 at 4% or $61,257 at 6%; with 100% employer match about $68,914 at 4% or $45,943 at 6%. |
| 2009 | 1 | 26 | $2,356,075 | $142,473 | $5,480iApproximate average salary by contribution assumption: employee only about $136,993 at 4% or $91,329 at 6%; with 50% employer match about $91,329 at 4% or $60,886 at 6%; with 100% employer match about $68,497 at 4% or $45,664 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 26 | $2,356,075 | $142,473 | $5,480iApproximate average salary by contribution assumption: employee only about $136,993 at 4% or $91,329 at 6%; with 50% employer match about $91,329 at 4% or $60,886 at 6%; with 100% employer match about $68,497 at 4% or $45,664 at 6%. |
| 2008 | 1 | 21 | $1,961,813 | $145,733 | $6,940iApproximate average salary by contribution assumption: employee only about $173,492 at 4% or $115,661 at 6%; with 50% employer match about $115,661 at 4% or $77,107 at 6%; with 100% employer match about $86,746 at 4% or $57,831 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 21 | $1,961,813 | $145,733 | $6,940iApproximate average salary by contribution assumption: employee only about $173,492 at 4% or $115,661 at 6%; with 50% employer match about $115,661 at 4% or $77,107 at 6%; with 100% employer match about $86,746 at 4% or $57,831 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 20 | - | - | - |
| 2006 | 1 | 17 | $2,158,211 | $135,478 | $7,969iApproximate average salary by contribution assumption: employee only about $199,232 at 4% or $132,822 at 6%; with 50% employer match about $132,822 at 4% or $88,548 at 6%; with 100% employer match about $99,616 at 4% or $66,411 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 17 | $2,158,211 | $135,478 | $7,969iApproximate average salary by contribution assumption: employee only about $199,232 at 4% or $132,822 at 6%; with 50% employer match about $132,822 at 4% or $88,548 at 6%; with 100% employer match about $99,616 at 4% or $66,411 at 6%. |
| 2005 | 1 | 16 | $1,768,825 | $113,253 | $7,078iApproximate average salary by contribution assumption: employee only about $176,958 at 4% or $117,972 at 6%; with 50% employer match about $117,972 at 4% or $78,648 at 6%; with 100% employer match about $88,479 at 4% or $58,986 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 16 | $1,768,825 | $113,253 | $7,078iApproximate average salary by contribution assumption: employee only about $176,958 at 4% or $117,972 at 6%; with 50% employer match about $117,972 at 4% or $78,648 at 6%; with 100% employer match about $88,479 at 4% or $58,986 at 6%. |
| 2004 | 1 | 10 | $1,590,524 | $98,034 | $9,803iApproximate average salary by contribution assumption: employee only about $245,085 at 4% or $163,390 at 6%; with 50% employer match about $163,390 at 4% or $108,927 at 6%; with 100% employer match about $122,543 at 4% or $81,695 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 10 | $1,590,524 | $98,034 | $9,803iApproximate average salary by contribution assumption: employee only about $245,085 at 4% or $163,390 at 6%; with 50% employer match about $163,390 at 4% or $108,927 at 6%; with 100% employer match about $122,543 at 4% or $81,695 at 6%. |
| 2003 | 1 | 10 | $1,364,677 | $97,454 | $9,745iApproximate average salary by contribution assumption: employee only about $243,635 at 4% or $162,423 at 6%; with 50% employer match about $162,423 at 4% or $108,282 at 6%; with 100% employer match about $121,818 at 4% or $81,212 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 10 | $1,364,677 | $97,454 | $9,745iApproximate average salary by contribution assumption: employee only about $243,635 at 4% or $162,423 at 6%; with 50% employer match about $162,423 at 4% or $108,282 at 6%; with 100% employer match about $121,818 at 4% or $81,212 at 6%. |
| 2002 | 1 | 12 | $1,053,429 | $97,498 | $8,125iApproximate average salary by contribution assumption: employee only about $203,121 at 4% or $135,414 at 6%; with 50% employer match about $135,414 at 4% or $90,276 at 6%; with 100% employer match about $101,560 at 4% or $67,707 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 12 | $1,053,429 | $97,498 | $8,125iApproximate average salary by contribution assumption: employee only about $203,121 at 4% or $135,414 at 6%; with 50% employer match about $135,414 at 4% or $90,276 at 6%; with 100% employer match about $101,560 at 4% or $67,707 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 11 | - | - | - |
| 2000 | 1 | 12 | $1,408,163 | $89,610 | $7,468iApproximate average salary by contribution assumption: employee only about $186,688 at 4% or $124,458 at 6%; with 50% employer match about $124,458 at 4% or $82,972 at 6%; with 100% employer match about $93,344 at 4% or $62,229 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 12 | $1,408,163 | $89,610 | $7,468iApproximate average salary by contribution assumption: employee only about $186,688 at 4% or $124,458 at 6%; with 50% employer match about $124,458 at 4% or $82,972 at 6%; with 100% employer match about $93,344 at 4% or $62,229 at 6%. |
| 1999 | 1 | 12 | $1,621,357 | $83,083 | $6,924iApproximate average salary by contribution assumption: employee only about $173,090 at 4% or $115,393 at 6%; with 50% employer match about $115,393 at 4% or $76,929 at 6%; with 100% employer match about $86,545 at 4% or $57,697 at 6%. |
| Steven a. Appel, D.D.S. PC. 401K Retirement Plan | - | 12 | $1,621,357 | $83,083 | $6,924iApproximate average salary by contribution assumption: employee only about $173,090 at 4% or $115,393 at 6%; with 50% employer match about $115,393 at 4% or $76,929 at 6%; with 100% employer match about $86,545 at 4% or $57,697 at 6%. |