Stephen M. Joseph, Dds Inc.
Plan context: Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan
EIN 31-0801714 • Dayton, OH • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$6,235,369
2024 Contributions
$97,625
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 | 0 | $0 | $0 | - |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 0 | $0 | - | - |
| 2023 | 1 | 7 | $6,235,369 | $97,625 | $13,946iApproximate average salary by contribution assumption: employee only about $348,661 at 4% or $232,440 at 6%; with 50% employer match about $232,440 at 4% or $154,960 at 6%; with 100% employer match about $174,330 at 4% or $116,220 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 7 | $6,235,369 | $97,625 | $13,946iApproximate average salary by contribution assumption: employee only about $348,661 at 4% or $232,440 at 6%; with 50% employer match about $232,440 at 4% or $154,960 at 6%; with 100% employer match about $174,330 at 4% or $116,220 at 6%. |
| 2022 | 1 | 10 | $6,234,882 | $133,662 | $13,366iApproximate average salary by contribution assumption: employee only about $334,155 at 4% or $222,770 at 6%; with 50% employer match about $222,770 at 4% or $148,513 at 6%; with 100% employer match about $167,078 at 4% or $111,385 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 10 | $6,234,882 | $133,662 | $13,366iApproximate average salary by contribution assumption: employee only about $334,155 at 4% or $222,770 at 6%; with 50% employer match about $222,770 at 4% or $148,513 at 6%; with 100% employer match about $167,078 at 4% or $111,385 at 6%. |
| 2021 | 1 | 10 | $6,608,187 | $144,756 | $14,476iApproximate average salary by contribution assumption: employee only about $361,890 at 4% or $241,260 at 6%; with 50% employer match about $241,260 at 4% or $160,840 at 6%; with 100% employer match about $180,945 at 4% or $120,630 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 10 | $6,608,187 | $144,756 | $14,476iApproximate average salary by contribution assumption: employee only about $361,890 at 4% or $241,260 at 6%; with 50% employer match about $241,260 at 4% or $160,840 at 6%; with 100% employer match about $180,945 at 4% or $120,630 at 6%. |
| 2020 | 1 | 10 | $5,203,947 | $140,095 | $14,010iApproximate average salary by contribution assumption: employee only about $350,238 at 4% or $233,492 at 6%; with 50% employer match about $233,492 at 4% or $155,661 at 6%; with 100% employer match about $175,119 at 4% or $116,746 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 10 | $5,203,947 | $140,095 | $14,010iApproximate average salary by contribution assumption: employee only about $350,238 at 4% or $233,492 at 6%; with 50% employer match about $233,492 at 4% or $155,661 at 6%; with 100% employer match about $175,119 at 4% or $116,746 at 6%. |
| 2019 | 1 | 10 | $4,813,562 | $134,733 | $13,473iApproximate average salary by contribution assumption: employee only about $336,833 at 4% or $224,555 at 6%; with 50% employer match about $224,555 at 4% or $149,703 at 6%; with 100% employer match about $168,416 at 4% or $112,278 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 10 | $4,813,562 | $134,733 | $13,473iApproximate average salary by contribution assumption: employee only about $336,833 at 4% or $224,555 at 6%; with 50% employer match about $224,555 at 4% or $149,703 at 6%; with 100% employer match about $168,416 at 4% or $112,278 at 6%. |
| 2018 | 1 | 11 | $4,008,004 | $131,990 | $11,999iApproximate average salary by contribution assumption: employee only about $299,977 at 4% or $199,985 at 6%; with 50% employer match about $199,985 at 4% or $133,323 at 6%; with 100% employer match about $149,989 at 4% or $99,992 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $4,008,004 | $131,990 | $11,999iApproximate average salary by contribution assumption: employee only about $299,977 at 4% or $199,985 at 6%; with 50% employer match about $199,985 at 4% or $133,323 at 6%; with 100% employer match about $149,989 at 4% or $99,992 at 6%. |
| 2017 | 1 | 10 | $4,239,268 | $130,438 | $13,044iApproximate average salary by contribution assumption: employee only about $326,095 at 4% or $217,397 at 6%; with 50% employer match about $217,397 at 4% or $144,931 at 6%; with 100% employer match about $163,048 at 4% or $108,698 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 10 | $4,239,268 | $130,438 | $13,044iApproximate average salary by contribution assumption: employee only about $326,095 at 4% or $217,397 at 6%; with 50% employer match about $217,397 at 4% or $144,931 at 6%; with 100% employer match about $163,048 at 4% or $108,698 at 6%. |
| 2016 | 1 | 10 | $3,790,883 | $128,986 | $12,899iApproximate average salary by contribution assumption: employee only about $322,465 at 4% or $214,977 at 6%; with 50% employer match about $214,977 at 4% or $143,318 at 6%; with 100% employer match about $161,233 at 4% or $107,488 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 10 | $3,790,883 | $128,986 | $12,899iApproximate average salary by contribution assumption: employee only about $322,465 at 4% or $214,977 at 6%; with 50% employer match about $214,977 at 4% or $143,318 at 6%; with 100% employer match about $161,233 at 4% or $107,488 at 6%. |
| 2015 | 1 | 11 | $3,780,732 | $69,732 | $6,339iApproximate average salary by contribution assumption: employee only about $158,482 at 4% or $105,655 at 6%; with 50% employer match about $105,655 at 4% or $70,436 at 6%; with 100% employer match about $79,241 at 4% or $52,827 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $3,780,732 | $69,732 | $6,339iApproximate average salary by contribution assumption: employee only about $158,482 at 4% or $105,655 at 6%; with 50% employer match about $105,655 at 4% or $70,436 at 6%; with 100% employer match about $79,241 at 4% or $52,827 at 6%. |
| 2014 | 1 | 11 | $3,866,162 | $137,552 | $12,505iApproximate average salary by contribution assumption: employee only about $312,618 at 4% or $208,412 at 6%; with 50% employer match about $208,412 at 4% or $138,941 at 6%; with 100% employer match about $156,309 at 4% or $104,206 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $3,866,162 | $137,552 | $12,505iApproximate average salary by contribution assumption: employee only about $312,618 at 4% or $208,412 at 6%; with 50% employer match about $208,412 at 4% or $138,941 at 6%; with 100% employer match about $156,309 at 4% or $104,206 at 6%. |
| 2013 | 1 | 11 | $3,657,364 | $125,245 | $11,386iApproximate average salary by contribution assumption: employee only about $284,648 at 4% or $189,765 at 6%; with 50% employer match about $189,765 at 4% or $126,510 at 6%; with 100% employer match about $142,324 at 4% or $94,883 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $3,657,364 | $125,245 | $11,386iApproximate average salary by contribution assumption: employee only about $284,648 at 4% or $189,765 at 6%; with 50% employer match about $189,765 at 4% or $126,510 at 6%; with 100% employer match about $142,324 at 4% or $94,883 at 6%. |
| 2012 | 1 | 11 | $2,984,005 | $132,368 | $12,033iApproximate average salary by contribution assumption: employee only about $300,836 at 4% or $200,558 at 6%; with 50% employer match about $200,558 at 4% or $133,705 at 6%; with 100% employer match about $150,418 at 4% or $100,279 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $2,984,005 | $132,368 | $12,033iApproximate average salary by contribution assumption: employee only about $300,836 at 4% or $200,558 at 6%; with 50% employer match about $200,558 at 4% or $133,705 at 6%; with 100% employer match about $150,418 at 4% or $100,279 at 6%. |
| 2011 | 1 | 11 | $2,268,959 | $132,267 | $12,024iApproximate average salary by contribution assumption: employee only about $300,607 at 4% or $200,405 at 6%; with 50% employer match about $200,405 at 4% or $133,603 at 6%; with 100% employer match about $150,303 at 4% or $100,202 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $2,268,959 | $132,267 | $12,024iApproximate average salary by contribution assumption: employee only about $300,607 at 4% or $200,405 at 6%; with 50% employer match about $200,405 at 4% or $133,603 at 6%; with 100% employer match about $150,303 at 4% or $100,202 at 6%. |
| 2010 | 1 | 11 | $2,339,788 | $139,463 | $12,678iApproximate average salary by contribution assumption: employee only about $316,961 at 4% or $211,308 at 6%; with 50% employer match about $211,308 at 4% or $140,872 at 6%; with 100% employer match about $158,481 at 4% or $105,654 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $2,339,788 | $139,463 | $12,678iApproximate average salary by contribution assumption: employee only about $316,961 at 4% or $211,308 at 6%; with 50% employer match about $211,308 at 4% or $140,872 at 6%; with 100% employer match about $158,481 at 4% or $105,654 at 6%. |
| 2009 | 1 | 11 | $1,746,948 | $127,052 | $11,550iApproximate average salary by contribution assumption: employee only about $288,755 at 4% or $192,503 at 6%; with 50% employer match about $192,503 at 4% or $128,335 at 6%; with 100% employer match about $144,377 at 4% or $96,252 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $1,746,948 | $127,052 | $11,550iApproximate average salary by contribution assumption: employee only about $288,755 at 4% or $192,503 at 6%; with 50% employer match about $192,503 at 4% or $128,335 at 6%; with 100% employer match about $144,377 at 4% or $96,252 at 6%. |
| 2008 | 1 | 11 | $1,439,856 | $116,425 | $10,584iApproximate average salary by contribution assumption: employee only about $264,602 at 4% or $176,402 at 6%; with 50% employer match about $176,402 at 4% or $117,601 at 6%; with 100% employer match about $132,301 at 4% or $88,201 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $1,439,856 | $116,425 | $10,584iApproximate average salary by contribution assumption: employee only about $264,602 at 4% or $176,402 at 6%; with 50% employer match about $176,402 at 4% or $117,601 at 6%; with 100% employer match about $132,301 at 4% or $88,201 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | - | - | - |
| 2006 | 1 | 10 | $2,090,458 | $107,603 | $10,760iApproximate average salary by contribution assumption: employee only about $269,008 at 4% or $179,338 at 6%; with 50% employer match about $179,338 at 4% or $119,559 at 6%; with 100% employer match about $134,504 at 4% or $89,669 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 10 | $2,090,458 | $107,603 | $10,760iApproximate average salary by contribution assumption: employee only about $269,008 at 4% or $179,338 at 6%; with 50% employer match about $179,338 at 4% or $119,559 at 6%; with 100% employer match about $134,504 at 4% or $89,669 at 6%. |
| 2005 | 1 | 11 | $2,013,742 | $107,524 | $9,775iApproximate average salary by contribution assumption: employee only about $244,373 at 4% or $162,915 at 6%; with 50% employer match about $162,915 at 4% or $108,610 at 6%; with 100% employer match about $122,186 at 4% or $81,458 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $2,013,742 | $107,524 | $9,775iApproximate average salary by contribution assumption: employee only about $244,373 at 4% or $162,915 at 6%; with 50% employer match about $162,915 at 4% or $108,610 at 6%; with 100% employer match about $122,186 at 4% or $81,458 at 6%. |
| 2004 | 1 | 11 | $1,862,558 | $96,343 | $8,758iApproximate average salary by contribution assumption: employee only about $218,961 at 4% or $145,974 at 6%; with 50% employer match about $145,974 at 4% or $97,316 at 6%; with 100% employer match about $109,481 at 4% or $72,987 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 11 | $1,862,558 | $96,343 | $8,758iApproximate average salary by contribution assumption: employee only about $218,961 at 4% or $145,974 at 6%; with 50% employer match about $145,974 at 4% or $97,316 at 6%; with 100% employer match about $109,481 at 4% or $72,987 at 6%. |
| 2003 | 1 | 9 | $1,584,907 | $89,258 | $9,918iApproximate average salary by contribution assumption: employee only about $247,939 at 4% or $165,293 at 6%; with 50% employer match about $165,293 at 4% or $110,195 at 6%; with 100% employer match about $123,969 at 4% or $82,646 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 9 | $1,584,907 | $89,258 | $9,918iApproximate average salary by contribution assumption: employee only about $247,939 at 4% or $165,293 at 6%; with 50% employer match about $165,293 at 4% or $110,195 at 6%; with 100% employer match about $123,969 at 4% or $82,646 at 6%. |
| 2002 | 1 | 10 | $1,233,679 | $73,914 | $7,391iApproximate average salary by contribution assumption: employee only about $184,785 at 4% or $123,190 at 6%; with 50% employer match about $123,190 at 4% or $82,127 at 6%; with 100% employer match about $92,393 at 4% or $61,595 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 10 | $1,233,679 | $73,914 | $7,391iApproximate average salary by contribution assumption: employee only about $184,785 at 4% or $123,190 at 6%; with 50% employer match about $123,190 at 4% or $82,127 at 6%; with 100% employer match about $92,393 at 4% or $61,595 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 8 | - | - | - |
| 2000 | 1 | 8 | $3,537,444 | $46,446 | $5,806iApproximate average salary by contribution assumption: employee only about $145,144 at 4% or $96,763 at 6%; with 50% employer match about $96,763 at 4% or $64,508 at 6%; with 100% employer match about $72,572 at 4% or $48,381 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 8 | $3,537,444 | $46,446 | $5,806iApproximate average salary by contribution assumption: employee only about $145,144 at 4% or $96,763 at 6%; with 50% employer match about $96,763 at 4% or $64,508 at 6%; with 100% employer match about $72,572 at 4% or $48,381 at 6%. |
| 1999 | 1 | 7 | $3,525,596 | $41,069 | $5,867iApproximate average salary by contribution assumption: employee only about $146,675 at 4% or $97,783 at 6%; with 50% employer match about $97,783 at 4% or $65,189 at 6%; with 100% employer match about $73,338 at 4% or $48,892 at 6%. |
| Stephen M. Joseph, Dds Inc. Profit Sharing and Disability Plan | - | 7 | $3,525,596 | $41,069 | $5,867iApproximate average salary by contribution assumption: employee only about $146,675 at 4% or $97,783 at 6%; with 50% employer match about $97,783 at 4% or $65,189 at 6%; with 100% employer match about $73,338 at 4% or $48,892 at 6%. |