Civic Intelligence

Stephen R. Fitzer, D.D.S. Inc..

Plan context: Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust

EIN 31-1014002 • Portsmouth, OH • 17 filings • 5 plans

620 Washington St.Portsmouth, OH 45662
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$2,988,792

2014 Contributions

$66,753

Historical Graphs

Total Assets Over Time

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

$2,988,792$1,494,396$0200220082013YearValue
$2,988,792Latest year 2013

Participants Over Time

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

630200020072013YearValue
6Latest year 2013

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
201410$0$66,753-
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-0$0$66,753-
201316$2,988,792$90,000$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%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-6$2,988,792$90,000$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%.
201216$2,620,345$80,192$13,365iApproximate average salary by contribution assumption: employee only about $334,133 at 4% or $222,756 at 6%; with 50% employer match about $222,756 at 4% or $148,504 at 6%; with 100% employer match about $167,067 at 4% or $111,378 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-6$2,620,345$80,192$13,365iApproximate average salary by contribution assumption: employee only about $334,133 at 4% or $222,756 at 6%; with 50% employer match about $222,756 at 4% or $148,504 at 6%; with 100% employer match about $167,067 at 4% or $111,378 at 6%.
201116$2,265,984$68,250$11,375iApproximate average salary by contribution assumption: employee only about $284,375 at 4% or $189,583 at 6%; with 50% employer match about $189,583 at 4% or $126,389 at 6%; with 100% employer match about $142,188 at 4% or $94,792 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-6$2,265,984$68,250$11,375iApproximate average salary by contribution assumption: employee only about $284,375 at 4% or $189,583 at 6%; with 50% employer match about $189,583 at 4% or $126,389 at 6%; with 100% employer match about $142,188 at 4% or $94,792 at 6%.
201016$2,178,301$79,044$13,174iApproximate average salary by contribution assumption: employee only about $329,350 at 4% or $219,567 at 6%; with 50% employer match about $219,567 at 4% or $146,378 at 6%; with 100% employer match about $164,675 at 4% or $109,783 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-6$2,178,301$79,044$13,174iApproximate average salary by contribution assumption: employee only about $329,350 at 4% or $219,567 at 6%; with 50% employer match about $219,567 at 4% or $146,378 at 6%; with 100% employer match about $164,675 at 4% or $109,783 at 6%.
200916$1,890,483$77,573$12,929iApproximate average salary by contribution assumption: employee only about $323,221 at 4% or $215,481 at 6%; with 50% employer match about $215,481 at 4% or $143,654 at 6%; with 100% employer match about $161,610 at 4% or $107,740 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-6$1,890,483$77,573$12,929iApproximate average salary by contribution assumption: employee only about $323,221 at 4% or $215,481 at 6%; with 50% employer match about $215,481 at 4% or $143,654 at 6%; with 100% employer match about $161,610 at 4% or $107,740 at 6%.
200815$1,550,430$74,737$14,947iApproximate average salary by contribution assumption: employee only about $373,685 at 4% or $249,123 at 6%; with 50% employer match about $249,123 at 4% or $166,082 at 6%; with 100% employer match about $186,843 at 4% or $124,562 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-5$1,550,430$74,737$14,947iApproximate average salary by contribution assumption: employee only about $373,685 at 4% or $249,123 at 6%; with 50% employer match about $249,123 at 4% or $166,082 at 6%; with 100% employer match about $186,843 at 4% or $124,562 at 6%.
200714$2,141,990$78,136$19,534iApproximate average salary by contribution assumption: employee only about $488,350 at 4% or $325,567 at 6%; with 50% employer match about $325,567 at 4% or $217,044 at 6%; with 100% employer match about $244,175 at 4% or $162,783 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-4$2,141,990$78,136$19,534iApproximate average salary by contribution assumption: employee only about $488,350 at 4% or $325,567 at 6%; with 50% employer match about $325,567 at 4% or $217,044 at 6%; with 100% employer match about $244,175 at 4% or $162,783 at 6%.
200616$1,890,809$79,227$13,205iApproximate average salary by contribution assumption: employee only about $330,113 at 4% or $220,075 at 6%; with 50% employer match about $220,075 at 4% or $146,717 at 6%; with 100% employer match about $165,056 at 4% or $110,038 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-6$1,890,809$79,227$13,205iApproximate average salary by contribution assumption: employee only about $330,113 at 4% or $220,075 at 6%; with 50% employer match about $220,075 at 4% or $146,717 at 6%; with 100% employer match about $165,056 at 4% or $110,038 at 6%.
200516$1,578,421$74,229$12,372iApproximate average salary by contribution assumption: employee only about $309,288 at 4% or $206,192 at 6%; with 50% employer match about $206,192 at 4% or $137,461 at 6%; with 100% employer match about $154,644 at 4% or $103,096 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-6$1,578,421$74,229$12,372iApproximate average salary by contribution assumption: employee only about $309,288 at 4% or $206,192 at 6%; with 50% employer match about $206,192 at 4% or $137,461 at 6%; with 100% employer match about $154,644 at 4% or $103,096 at 6%.
200415$1,421,138$51,566$10,313iApproximate average salary by contribution assumption: employee only about $257,830 at 4% or $171,887 at 6%; with 50% employer match about $171,887 at 4% or $114,591 at 6%; with 100% employer match about $128,915 at 4% or $85,943 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-5$1,421,138$51,566$10,313iApproximate average salary by contribution assumption: employee only about $257,830 at 4% or $171,887 at 6%; with 50% employer match about $171,887 at 4% or $114,591 at 6%; with 100% employer match about $128,915 at 4% or $85,943 at 6%.
200314$1,238,651$57,624$14,406iApproximate average salary by contribution assumption: employee only about $360,150 at 4% or $240,100 at 6%; with 50% employer match about $240,100 at 4% or $160,067 at 6%; with 100% employer match about $180,075 at 4% or $120,050 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-4$1,238,651$57,624$14,406iApproximate average salary by contribution assumption: employee only about $360,150 at 4% or $240,100 at 6%; with 50% employer match about $240,100 at 4% or $160,067 at 6%; with 100% employer match about $180,075 at 4% or $120,050 at 6%.
200214$1,009,425$1,197,199$299,300iApproximate average salary by contribution assumption: employee only about $7,482,494 at 4% or $4,988,329 at 6%; with 50% employer match about $4,988,329 at 4% or $3,325,553 at 6%; with 100% employer match about $3,741,247 at 4% or $2,494,165 at 6%.
Stephen R. Fitzer, D.D.S. Inc. Profit Sharing Plan and Trust-4$1,009,425$1,197,199$299,300iApproximate average salary by contribution assumption: employee only about $7,482,494 at 4% or $4,988,329 at 6%; with 50% employer match about $4,988,329 at 4% or $3,325,553 at 6%; with 100% employer match about $3,741,247 at 4% or $2,494,165 at 6%.
200124$0$0-
STEPHEN R. FITZER, D.D.S., INC. PENSION PLAN-4---
STEPHEN R. FITZER, D.D.S., INC. PROFIT SHARING PLAN-0---
200024$0$0-
STEPHEN R. FITZER, DDS, INC. PROFIT SHARING PLAN-4---
STEPHEN R FITZER DDS INC PENSION PLAN-4---