Civic Intelligence

Estelle R. Stein, Dds

Plan context: Estelle R. Stein, Dds Retirement Plan

EIN 23-2413748 • Bath, PA • 26 filings • 3 plans

116 South Walnut StBath, PA 18014
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,076,300

2024 Contributions

$97,025

Historical Graphs

Total Assets Over Time

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

$3,076,300$1,538,150$0199920122023YearValue
$3,076,300Latest year 2023

Participants Over Time

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

1160199920112023YearValue
8Latest year 2023

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
202410$0$97,025-
Estelle R. Stein, Dds Retirement Plan-0$0$97,025-
202318$3,076,300$124,026$15,503iApproximate average salary by contribution assumption: employee only about $387,581 at 4% or $258,388 at 6%; with 50% employer match about $258,388 at 4% or $172,258 at 6%; with 100% employer match about $193,791 at 4% or $129,194 at 6%.
Estelle R. Stein, Dds Retirement Plan-8$3,076,300$124,026$15,503iApproximate average salary by contribution assumption: employee only about $387,581 at 4% or $258,388 at 6%; with 50% employer match about $258,388 at 4% or $172,258 at 6%; with 100% employer match about $193,791 at 4% or $129,194 at 6%.
202218$2,586,734$114,918$14,365iApproximate average salary by contribution assumption: employee only about $359,119 at 4% or $239,413 at 6%; with 50% employer match about $239,413 at 4% or $159,608 at 6%; with 100% employer match about $179,559 at 4% or $119,706 at 6%.
Estelle R. Stein, Dds Retirement Plan-8$2,586,734$114,918$14,365iApproximate average salary by contribution assumption: employee only about $359,119 at 4% or $239,413 at 6%; with 50% employer match about $239,413 at 4% or $159,608 at 6%; with 100% employer match about $179,559 at 4% or $119,706 at 6%.
2021111$3,052,941$114,046$10,368iApproximate average salary by contribution assumption: employee only about $259,195 at 4% or $172,797 at 6%; with 50% employer match about $172,797 at 4% or $115,198 at 6%; with 100% employer match about $129,598 at 4% or $86,398 at 6%.
Estelle R. Stein, Dds Retirement Plan-11$3,052,941$114,046$10,368iApproximate average salary by contribution assumption: employee only about $259,195 at 4% or $172,797 at 6%; with 50% employer match about $172,797 at 4% or $115,198 at 6%; with 100% employer match about $129,598 at 4% or $86,398 at 6%.
2020111$2,673,260$109,426$9,948iApproximate average salary by contribution assumption: employee only about $248,695 at 4% or $165,797 at 6%; with 50% employer match about $165,797 at 4% or $110,531 at 6%; with 100% employer match about $124,348 at 4% or $82,898 at 6%.
Estelle R. Stein, Dds Retirement Plan-11$2,673,260$109,426$9,948iApproximate average salary by contribution assumption: employee only about $248,695 at 4% or $165,797 at 6%; with 50% employer match about $165,797 at 4% or $110,531 at 6%; with 100% employer match about $124,348 at 4% or $82,898 at 6%.
201918$2,265,906$104,626$13,078iApproximate average salary by contribution assumption: employee only about $326,956 at 4% or $217,971 at 6%; with 50% employer match about $217,971 at 4% or $145,314 at 6%; with 100% employer match about $163,478 at 4% or $108,985 at 6%.
Estelle R. Stein, Dds Retirement Plan-8$2,265,906$104,626$13,078iApproximate average salary by contribution assumption: employee only about $326,956 at 4% or $217,971 at 6%; with 50% employer match about $217,971 at 4% or $145,314 at 6%; with 100% employer match about $163,478 at 4% or $108,985 at 6%.
2018110$1,878,620$103,315$10,332iApproximate average salary by contribution assumption: employee only about $258,288 at 4% or $172,192 at 6%; with 50% employer match about $172,192 at 4% or $114,794 at 6%; with 100% employer match about $129,144 at 4% or $86,096 at 6%.
Estelle R. Stein, Dds Retirement Plan-10$1,878,620$103,315$10,332iApproximate average salary by contribution assumption: employee only about $258,288 at 4% or $172,192 at 6%; with 50% employer match about $172,192 at 4% or $114,794 at 6%; with 100% employer match about $129,144 at 4% or $86,096 at 6%.
2017111$2,213,973$91,574$8,325iApproximate average salary by contribution assumption: employee only about $208,123 at 4% or $138,748 at 6%; with 50% employer match about $138,748 at 4% or $92,499 at 6%; with 100% employer match about $104,061 at 4% or $69,374 at 6%.
Estelle R. Stein, Dds Retirement Plan-11$2,213,973$91,574$8,325iApproximate average salary by contribution assumption: employee only about $208,123 at 4% or $138,748 at 6%; with 50% employer match about $138,748 at 4% or $92,499 at 6%; with 100% employer match about $104,061 at 4% or $69,374 at 6%.
2016110$1,829,758$85,262$8,526iApproximate average salary by contribution assumption: employee only about $213,155 at 4% or $142,103 at 6%; with 50% employer match about $142,103 at 4% or $94,736 at 6%; with 100% employer match about $106,578 at 4% or $71,052 at 6%.
Estelle R. Stein, Dds Retirement Plan-10$1,829,758$85,262$8,526iApproximate average salary by contribution assumption: employee only about $213,155 at 4% or $142,103 at 6%; with 50% employer match about $142,103 at 4% or $94,736 at 6%; with 100% employer match about $106,578 at 4% or $71,052 at 6%.
201519$1,623,126$65,261$7,251iApproximate average salary by contribution assumption: employee only about $181,281 at 4% or $120,854 at 6%; with 50% employer match about $120,854 at 4% or $80,569 at 6%; with 100% employer match about $90,640 at 4% or $60,427 at 6%.
Estelle R. Stein, Dds Retirement Plan-9$1,623,126$65,261$7,251iApproximate average salary by contribution assumption: employee only about $181,281 at 4% or $120,854 at 6%; with 50% employer match about $120,854 at 4% or $80,569 at 6%; with 100% employer match about $90,640 at 4% or $60,427 at 6%.
2014110$1,752,026$62,004$6,200iApproximate average salary by contribution assumption: employee only about $155,010 at 4% or $103,340 at 6%; with 50% employer match about $103,340 at 4% or $68,893 at 6%; with 100% employer match about $77,505 at 4% or $51,670 at 6%.
Estelle R. Stein, Dds Retirement Plan-10$1,752,026$62,004$6,200iApproximate average salary by contribution assumption: employee only about $155,010 at 4% or $103,340 at 6%; with 50% employer match about $103,340 at 4% or $68,893 at 6%; with 100% employer match about $77,505 at 4% or $51,670 at 6%.
201318$1,572,699$59,724$7,466iApproximate average salary by contribution assumption: employee only about $186,638 at 4% or $124,425 at 6%; with 50% employer match about $124,425 at 4% or $82,950 at 6%; with 100% employer match about $93,319 at 4% or $62,213 at 6%.
Estelle R. Stein, Dds Retirement Plan-8$1,572,699$59,724$7,466iApproximate average salary by contribution assumption: employee only about $186,638 at 4% or $124,425 at 6%; with 50% employer match about $124,425 at 4% or $82,950 at 6%; with 100% employer match about $93,319 at 4% or $62,213 at 6%.
201219$1,218,426$60,596$6,733iApproximate average salary by contribution assumption: employee only about $168,322 at 4% or $112,215 at 6%; with 50% employer match about $112,215 at 4% or $74,810 at 6%; with 100% employer match about $84,161 at 4% or $56,107 at 6%.
Estelle R. Stein, Dds Retirement Plan-9$1,218,426$60,596$6,733iApproximate average salary by contribution assumption: employee only about $168,322 at 4% or $112,215 at 6%; with 50% employer match about $112,215 at 4% or $74,810 at 6%; with 100% employer match about $84,161 at 4% or $56,107 at 6%.
2011110$995,226$60,674$6,067iApproximate average salary by contribution assumption: employee only about $151,685 at 4% or $101,123 at 6%; with 50% employer match about $101,123 at 4% or $67,416 at 6%; with 100% employer match about $75,843 at 4% or $50,562 at 6%.
Estelle R. Stein, Dds Retirement Plan-10$995,226$60,674$6,067iApproximate average salary by contribution assumption: employee only about $151,685 at 4% or $101,123 at 6%; with 50% employer match about $101,123 at 4% or $67,416 at 6%; with 100% employer match about $75,843 at 4% or $50,562 at 6%.
2010110$946,516$49,396$4,940iApproximate average salary by contribution assumption: employee only about $123,490 at 4% or $82,327 at 6%; with 50% employer match about $82,327 at 4% or $54,884 at 6%; with 100% employer match about $61,745 at 4% or $41,163 at 6%.
Estelle R. Stein, Dds Retirement Plan-10$946,516$49,396$4,940iApproximate average salary by contribution assumption: employee only about $123,490 at 4% or $82,327 at 6%; with 50% employer match about $82,327 at 4% or $54,884 at 6%; with 100% employer match about $61,745 at 4% or $41,163 at 6%.
2009110$780,756$41,041$4,104iApproximate average salary by contribution assumption: employee only about $102,603 at 4% or $68,402 at 6%; with 50% employer match about $68,402 at 4% or $45,601 at 6%; with 100% employer match about $51,301 at 4% or $34,201 at 6%.
Estelle R. Stein, Dds Retirement Plan-10$780,756$41,041$4,104iApproximate average salary by contribution assumption: employee only about $102,603 at 4% or $68,402 at 6%; with 50% employer match about $68,402 at 4% or $45,601 at 6%; with 100% employer match about $51,301 at 4% or $34,201 at 6%.
200818$587,988$34,333$4,292iApproximate average salary by contribution assumption: employee only about $107,291 at 4% or $71,527 at 6%; with 50% employer match about $71,527 at 4% or $47,685 at 6%; with 100% employer match about $53,645 at 4% or $35,764 at 6%.
Estelle R. Stein, Dds Retirement Plan-8$587,988$34,333$4,292iApproximate average salary by contribution assumption: employee only about $107,291 at 4% or $71,527 at 6%; with 50% employer match about $71,527 at 4% or $47,685 at 6%; with 100% employer match about $53,645 at 4% or $35,764 at 6%.
200719$860,701$72,928$8,103iApproximate average salary by contribution assumption: employee only about $202,578 at 4% or $135,052 at 6%; with 50% employer match about $135,052 at 4% or $90,035 at 6%; with 100% employer match about $101,289 at 4% or $67,526 at 6%.
Estelle R. Stein, Dds Retirement Plan-9$860,701$72,928$8,103iApproximate average salary by contribution assumption: employee only about $202,578 at 4% or $135,052 at 6%; with 50% employer match about $135,052 at 4% or $90,035 at 6%; with 100% employer match about $101,289 at 4% or $67,526 at 6%.
200618$800,275$73,218$9,152iApproximate average salary by contribution assumption: employee only about $228,806 at 4% or $152,538 at 6%; with 50% employer match about $152,538 at 4% or $101,692 at 6%; with 100% employer match about $114,403 at 4% or $76,269 at 6%.
Estelle R. Stein, Dds Retirement Plan-8$800,275$73,218$9,152iApproximate average salary by contribution assumption: employee only about $228,806 at 4% or $152,538 at 6%; with 50% employer match about $152,538 at 4% or $101,692 at 6%; with 100% employer match about $114,403 at 4% or $76,269 at 6%.
200519$613,373$75,690$8,410iApproximate average salary by contribution assumption: employee only about $210,250 at 4% or $140,167 at 6%; with 50% employer match about $140,167 at 4% or $93,444 at 6%; with 100% employer match about $105,125 at 4% or $70,083 at 6%.
Estelle R. Stein, Dds Retirement Plan-9$613,373$75,690$8,410iApproximate average salary by contribution assumption: employee only about $210,250 at 4% or $140,167 at 6%; with 50% employer match about $140,167 at 4% or $93,444 at 6%; with 100% employer match about $105,125 at 4% or $70,083 at 6%.
200419$519,900$68,348$7,594iApproximate average salary by contribution assumption: employee only about $189,856 at 4% or $126,570 at 6%; with 50% employer match about $126,570 at 4% or $84,380 at 6%; with 100% employer match about $94,928 at 4% or $63,285 at 6%.
Estelle R. Stein, Dds Retirement Plan-9$519,900$68,348$7,594iApproximate average salary by contribution assumption: employee only about $189,856 at 4% or $126,570 at 6%; with 50% employer match about $126,570 at 4% or $84,380 at 6%; with 100% employer match about $94,928 at 4% or $63,285 at 6%.
200318$392,810$50,790$6,349iApproximate average salary by contribution assumption: employee only about $158,719 at 4% or $105,813 at 6%; with 50% employer match about $105,813 at 4% or $70,542 at 6%; with 100% employer match about $79,359 at 4% or $52,906 at 6%.
Estelle R. Stein, Dds Retirement Plan-8$392,810$50,790$6,349iApproximate average salary by contribution assumption: employee only about $158,719 at 4% or $105,813 at 6%; with 50% employer match about $105,813 at 4% or $70,542 at 6%; with 100% employer match about $79,359 at 4% or $52,906 at 6%.
200219$272,271$47,079$5,231iApproximate average salary by contribution assumption: employee only about $130,775 at 4% or $87,183 at 6%; with 50% employer match about $87,183 at 4% or $58,122 at 6%; with 100% employer match about $65,388 at 4% or $43,592 at 6%.
Estelle R. Stein, Dds Retirement Plan-9$272,271$47,079$5,231iApproximate average salary by contribution assumption: employee only about $130,775 at 4% or $87,183 at 6%; with 50% employer match about $87,183 at 4% or $58,122 at 6%; with 100% employer match about $65,388 at 4% or $43,592 at 6%.
200118$0$0-
Estelle R. Stein, Dds Retirement Plan-8---
200016$217,249$41,020$6,837iApproximate average salary by contribution assumption: employee only about $170,917 at 4% or $113,944 at 6%; with 50% employer match about $113,944 at 4% or $75,963 at 6%; with 100% employer match about $85,458 at 4% or $56,972 at 6%.
Estelle R. Stein, Dds Retirement Plan-6$217,249$41,020$6,837iApproximate average salary by contribution assumption: employee only about $170,917 at 4% or $113,944 at 6%; with 50% employer match about $113,944 at 4% or $75,963 at 6%; with 100% employer match about $85,458 at 4% or $56,972 at 6%.
199915$158,471$26,375$5,275iApproximate average salary by contribution assumption: employee only about $131,875 at 4% or $87,917 at 6%; with 50% employer match about $87,917 at 4% or $58,611 at 6%; with 100% employer match about $65,938 at 4% or $43,958 at 6%.
Estelle R. Stein, Dds Retirement Plan-5$158,471$26,375$5,275iApproximate average salary by contribution assumption: employee only about $131,875 at 4% or $87,917 at 6%; with 50% employer match about $87,917 at 4% or $58,611 at 6%; with 100% employer match about $65,938 at 4% or $43,958 at 6%.