Civic Intelligence

Marion Endodontics LLC, Kerry R. Stein, Dds, Ms

Plan context: Marion Endodontics LLC 401K & Profit Sharing Plan

EIN 27-3621051 • Marion, OH • 9 filings • 1 plans

1515 Harding Hwy EMarion, OH 43302-4589
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$983,405

2024 Contributions

$144,759

Historical Graphs

Total Assets Over Time

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

$983,405$491,703$0201620202024YearValue
$983,405Latest year 2024

Participants Over Time

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

630201620202024YearValue
5Latest 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
202415$983,405$144,759$28,952iApproximate average salary by contribution assumption: employee only about $723,795 at 4% or $482,530 at 6%; with 50% employer match about $482,530 at 4% or $321,687 at 6%; with 100% employer match about $361,898 at 4% or $241,265 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-5$983,405$144,759$28,952iApproximate average salary by contribution assumption: employee only about $723,795 at 4% or $482,530 at 6%; with 50% employer match about $482,530 at 4% or $321,687 at 6%; with 100% employer match about $361,898 at 4% or $241,265 at 6%.
202316$772,841$47,411$7,902iApproximate average salary by contribution assumption: employee only about $197,546 at 4% or $131,697 at 6%; with 50% employer match about $131,697 at 4% or $87,798 at 6%; with 100% employer match about $98,773 at 4% or $65,849 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-6$772,841$47,411$7,902iApproximate average salary by contribution assumption: employee only about $197,546 at 4% or $131,697 at 6%; with 50% employer match about $131,697 at 4% or $87,798 at 6%; with 100% employer match about $98,773 at 4% or $65,849 at 6%.
202216$586,578$70,667$11,778iApproximate average salary by contribution assumption: employee only about $294,446 at 4% or $196,297 at 6%; with 50% employer match about $196,297 at 4% or $130,865 at 6%; with 100% employer match about $147,223 at 4% or $98,149 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-6$586,578$70,667$11,778iApproximate average salary by contribution assumption: employee only about $294,446 at 4% or $196,297 at 6%; with 50% employer match about $196,297 at 4% or $130,865 at 6%; with 100% employer match about $147,223 at 4% or $98,149 at 6%.
202115$739,249$241,732$48,346iApproximate average salary by contribution assumption: employee only about $1,208,660 at 4% or $805,773 at 6%; with 50% employer match about $805,773 at 4% or $537,182 at 6%; with 100% employer match about $604,330 at 4% or $402,887 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-5$739,249$241,732$48,346iApproximate average salary by contribution assumption: employee only about $1,208,660 at 4% or $805,773 at 6%; with 50% employer match about $805,773 at 4% or $537,182 at 6%; with 100% employer match about $604,330 at 4% or $402,887 at 6%.
202015$417,613$71,947$14,389iApproximate average salary by contribution assumption: employee only about $359,735 at 4% or $239,823 at 6%; with 50% employer match about $239,823 at 4% or $159,882 at 6%; with 100% employer match about $179,868 at 4% or $119,912 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-5$417,613$71,947$14,389iApproximate average salary by contribution assumption: employee only about $359,735 at 4% or $239,823 at 6%; with 50% employer match about $239,823 at 4% or $159,882 at 6%; with 100% employer match about $179,868 at 4% or $119,912 at 6%.
201915$260,090$69,597$13,919iApproximate average salary by contribution assumption: employee only about $347,985 at 4% or $231,990 at 6%; with 50% employer match about $231,990 at 4% or $154,660 at 6%; with 100% employer match about $173,993 at 4% or $115,995 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-5$260,090$69,597$13,919iApproximate average salary by contribution assumption: employee only about $347,985 at 4% or $231,990 at 6%; with 50% employer match about $231,990 at 4% or $154,660 at 6%; with 100% employer match about $173,993 at 4% or $115,995 at 6%.
201815$145,224$62,929$12,586iApproximate average salary by contribution assumption: employee only about $314,645 at 4% or $209,763 at 6%; with 50% employer match about $209,763 at 4% or $139,842 at 6%; with 100% employer match about $157,323 at 4% or $104,882 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-5$145,224$62,929$12,586iApproximate average salary by contribution assumption: employee only about $314,645 at 4% or $209,763 at 6%; with 50% employer match about $209,763 at 4% or $139,842 at 6%; with 100% employer match about $157,323 at 4% or $104,882 at 6%.
201714$98,123$57,263$14,316iApproximate average salary by contribution assumption: employee only about $357,894 at 4% or $238,596 at 6%; with 50% employer match about $238,596 at 4% or $159,064 at 6%; with 100% employer match about $178,947 at 4% or $119,298 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-4$98,123$57,263$14,316iApproximate average salary by contribution assumption: employee only about $357,894 at 4% or $238,596 at 6%; with 50% employer match about $238,596 at 4% or $159,064 at 6%; with 100% employer match about $178,947 at 4% or $119,298 at 6%.
201615$40,527$39,197$7,839iApproximate average salary by contribution assumption: employee only about $195,985 at 4% or $130,657 at 6%; with 50% employer match about $130,657 at 4% or $87,104 at 6%; with 100% employer match about $97,993 at 4% or $65,328 at 6%.
Marion Endodontics LLC 401K & Profit Sharing Plan-5$40,527$39,197$7,839iApproximate average salary by contribution assumption: employee only about $195,985 at 4% or $130,657 at 6%; with 50% employer match about $130,657 at 4% or $87,104 at 6%; with 100% employer match about $97,993 at 4% or $65,328 at 6%.