Civic Intelligence

Stephen D. Taylor, D.M.D. Inc.

Plan context: Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan

EIN 33-0062335 • Chino, CA • 28 filings • 2 plans

12860 10th, Street, Ste. AChino, CA 91710
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,900,544

2025 Contributions

$64,779

Historical Graphs

Total Assets Over Time

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

$3,900,544$1,950,272$0199920142025YearValue
$3,900,544Latest year 2025

Participants Over Time

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

950199920122025YearValue
8Latest year 2025

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
202518$3,900,544$64,779$8,097iApproximate average salary by contribution assumption: employee only about $202,434 at 4% or $134,956 at 6%; with 50% employer match about $134,956 at 4% or $89,971 at 6%; with 100% employer match about $101,217 at 4% or $67,478 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-8$3,900,544$64,779$8,097iApproximate average salary by contribution assumption: employee only about $202,434 at 4% or $134,956 at 6%; with 50% employer match about $134,956 at 4% or $89,971 at 6%; with 100% employer match about $101,217 at 4% or $67,478 at 6%.
202418$3,227,494$112,847$14,106iApproximate average salary by contribution assumption: employee only about $352,647 at 4% or $235,098 at 6%; with 50% employer match about $235,098 at 4% or $156,732 at 6%; with 100% employer match about $176,323 at 4% or $117,549 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-8$3,227,494$112,847$14,106iApproximate average salary by contribution assumption: employee only about $352,647 at 4% or $235,098 at 6%; with 50% employer match about $235,098 at 4% or $156,732 at 6%; with 100% employer match about $176,323 at 4% or $117,549 at 6%.
202318$2,606,537$54,429$6,804iApproximate average salary by contribution assumption: employee only about $170,091 at 4% or $113,394 at 6%; with 50% employer match about $113,394 at 4% or $75,596 at 6%; with 100% employer match about $85,045 at 4% or $56,697 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-8$2,606,537$54,429$6,804iApproximate average salary by contribution assumption: employee only about $170,091 at 4% or $113,394 at 6%; with 50% employer match about $113,394 at 4% or $75,596 at 6%; with 100% employer match about $85,045 at 4% or $56,697 at 6%.
202216$2,113,867$47,977$7,996iApproximate average salary by contribution assumption: employee only about $199,904 at 4% or $133,269 at 6%; with 50% employer match about $133,269 at 4% or $88,846 at 6%; with 100% employer match about $99,952 at 4% or $66,635 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6$2,113,867$47,977$7,996iApproximate average salary by contribution assumption: employee only about $199,904 at 4% or $133,269 at 6%; with 50% employer match about $133,269 at 4% or $88,846 at 6%; with 100% employer match about $99,952 at 4% or $66,635 at 6%.
202116$2,427,645$49,047$8,175iApproximate average salary by contribution assumption: employee only about $204,363 at 4% or $136,242 at 6%; with 50% employer match about $136,242 at 4% or $90,828 at 6%; with 100% employer match about $102,181 at 4% or $68,121 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6$2,427,645$49,047$8,175iApproximate average salary by contribution assumption: employee only about $204,363 at 4% or $136,242 at 6%; with 50% employer match about $136,242 at 4% or $90,828 at 6%; with 100% employer match about $102,181 at 4% or $68,121 at 6%.
202016$1,938,712$48,939$8,157iApproximate average salary by contribution assumption: employee only about $203,913 at 4% or $135,942 at 6%; with 50% employer match about $135,942 at 4% or $90,628 at 6%; with 100% employer match about $101,956 at 4% or $67,971 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6$1,938,712$48,939$8,157iApproximate average salary by contribution assumption: employee only about $203,913 at 4% or $135,942 at 6%; with 50% employer match about $135,942 at 4% or $90,628 at 6%; with 100% employer match about $101,956 at 4% or $67,971 at 6%.
201916$1,651,452$60,325$10,054iApproximate average salary by contribution assumption: employee only about $251,354 at 4% or $167,569 at 6%; with 50% employer match about $167,569 at 4% or $111,713 at 6%; with 100% employer match about $125,677 at 4% or $83,785 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6$1,651,452$60,325$10,054iApproximate average salary by contribution assumption: employee only about $251,354 at 4% or $167,569 at 6%; with 50% employer match about $167,569 at 4% or $111,713 at 6%; with 100% employer match about $125,677 at 4% or $83,785 at 6%.
201816$1,264,234$60,951$10,159iApproximate average salary by contribution assumption: employee only about $253,963 at 4% or $169,308 at 6%; with 50% employer match about $169,308 at 4% or $112,872 at 6%; with 100% employer match about $126,981 at 4% or $84,654 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6$1,264,234$60,951$10,159iApproximate average salary by contribution assumption: employee only about $253,963 at 4% or $169,308 at 6%; with 50% employer match about $169,308 at 4% or $112,872 at 6%; with 100% employer match about $126,981 at 4% or $84,654 at 6%.
201716$1,256,723$62,042$10,340iApproximate average salary by contribution assumption: employee only about $258,508 at 4% or $172,339 at 6%; with 50% employer match about $172,339 at 4% or $114,893 at 6%; with 100% employer match about $129,254 at 4% or $86,169 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6$1,256,723$62,042$10,340iApproximate average salary by contribution assumption: employee only about $258,508 at 4% or $172,339 at 6%; with 50% employer match about $172,339 at 4% or $114,893 at 6%; with 100% employer match about $129,254 at 4% or $86,169 at 6%.
201616$1,042,189$55,527$9,255iApproximate average salary by contribution assumption: employee only about $231,363 at 4% or $154,242 at 6%; with 50% employer match about $154,242 at 4% or $102,828 at 6%; with 100% employer match about $115,681 at 4% or $77,121 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6$1,042,189$55,527$9,255iApproximate average salary by contribution assumption: employee only about $231,363 at 4% or $154,242 at 6%; with 50% employer match about $154,242 at 4% or $102,828 at 6%; with 100% employer match about $115,681 at 4% or $77,121 at 6%.
201516$887,098$53,034$8,839iApproximate average salary by contribution assumption: employee only about $220,975 at 4% or $147,317 at 6%; with 50% employer match about $147,317 at 4% or $98,211 at 6%; with 100% employer match about $110,488 at 4% or $73,658 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6$887,098$53,034$8,839iApproximate average salary by contribution assumption: employee only about $220,975 at 4% or $147,317 at 6%; with 50% employer match about $147,317 at 4% or $98,211 at 6%; with 100% employer match about $110,488 at 4% or $73,658 at 6%.
201417$880,948$57,891$8,270iApproximate average salary by contribution assumption: employee only about $206,754 at 4% or $137,836 at 6%; with 50% employer match about $137,836 at 4% or $91,890 at 6%; with 100% employer match about $103,377 at 4% or $68,918 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-7$880,948$57,891$8,270iApproximate average salary by contribution assumption: employee only about $206,754 at 4% or $137,836 at 6%; with 50% employer match about $137,836 at 4% or $91,890 at 6%; with 100% employer match about $103,377 at 4% or $68,918 at 6%.
201317$781,446$58,783$8,398iApproximate average salary by contribution assumption: employee only about $209,939 at 4% or $139,960 at 6%; with 50% employer match about $139,960 at 4% or $93,306 at 6%; with 100% employer match about $104,970 at 4% or $69,980 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-7$781,446$58,783$8,398iApproximate average salary by contribution assumption: employee only about $209,939 at 4% or $139,960 at 6%; with 50% employer match about $139,960 at 4% or $93,306 at 6%; with 100% employer match about $104,970 at 4% or $69,980 at 6%.
201219$631,627$64,902$7,211iApproximate average salary by contribution assumption: employee only about $180,283 at 4% or $120,189 at 6%; with 50% employer match about $120,189 at 4% or $80,126 at 6%; with 100% employer match about $90,142 at 4% or $60,094 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-9$631,627$64,902$7,211iApproximate average salary by contribution assumption: employee only about $180,283 at 4% or $120,189 at 6%; with 50% employer match about $120,189 at 4% or $80,126 at 6%; with 100% employer match about $90,142 at 4% or $60,094 at 6%.
201119$517,188$64,268$7,141iApproximate average salary by contribution assumption: employee only about $178,522 at 4% or $119,015 at 6%; with 50% employer match about $119,015 at 4% or $79,343 at 6%; with 100% employer match about $89,261 at 4% or $59,507 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-9$517,188$64,268$7,141iApproximate average salary by contribution assumption: employee only about $178,522 at 4% or $119,015 at 6%; with 50% employer match about $119,015 at 4% or $79,343 at 6%; with 100% employer match about $89,261 at 4% or $59,507 at 6%.
201019$697,006$62,703$6,967iApproximate average salary by contribution assumption: employee only about $174,175 at 4% or $116,117 at 6%; with 50% employer match about $116,117 at 4% or $77,411 at 6%; with 100% employer match about $87,088 at 4% or $58,058 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-9$697,006$62,703$6,967iApproximate average salary by contribution assumption: employee only about $174,175 at 4% or $116,117 at 6%; with 50% employer match about $116,117 at 4% or $77,411 at 6%; with 100% employer match about $87,088 at 4% or $58,058 at 6%.
200915$565,302$66,707$13,341iApproximate average salary by contribution assumption: employee only about $333,535 at 4% or $222,357 at 6%; with 50% employer match about $222,357 at 4% or $148,238 at 6%; with 100% employer match about $166,768 at 4% or $111,178 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-5$565,302$66,707$13,341iApproximate average salary by contribution assumption: employee only about $333,535 at 4% or $222,357 at 6%; with 50% employer match about $222,357 at 4% or $148,238 at 6%; with 100% employer match about $166,768 at 4% or $111,178 at 6%.
200817$361,014$263,654$37,665iApproximate average salary by contribution assumption: employee only about $941,621 at 4% or $627,748 at 6%; with 50% employer match about $627,748 at 4% or $418,498 at 6%; with 100% employer match about $470,811 at 4% or $313,874 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-7$361,014$263,654$37,665iApproximate average salary by contribution assumption: employee only about $941,621 at 4% or $627,748 at 6%; with 50% employer match about $627,748 at 4% or $418,498 at 6%; with 100% employer match about $470,811 at 4% or $313,874 at 6%.
200716$0$0-
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-6---
200629$114,811$114,811$12,757iApproximate average salary by contribution assumption: employee only about $318,919 at 4% or $212,613 at 6%; with 50% employer match about $212,613 at 4% or $141,742 at 6%; with 100% employer match about $159,460 at 4% or $106,306 at 6%.
Stephen Taylor, DMD, Robert Hou, MD., & Andrew Lee, M.D. Inc. 401K Profit Sharing Plan-9$114,811$114,811$12,757iApproximate average salary by contribution assumption: employee only about $318,919 at 4% or $212,613 at 6%; with 50% employer match about $212,613 at 4% or $141,742 at 6%; with 100% employer match about $159,460 at 4% or $106,306 at 6%.
Stephen D. Taylor, D.M.D. Inc. Profit Sharing Plan-0---
200514$1,208,177$30,018$7,505iApproximate average salary by contribution assumption: employee only about $187,613 at 4% or $125,075 at 6%; with 50% employer match about $125,075 at 4% or $83,383 at 6%; with 100% employer match about $93,806 at 4% or $62,538 at 6%.
Stephen D. Taylor, D.M.D. Inc. Profit Sharing Plan-4$1,208,177$30,018$7,505iApproximate average salary by contribution assumption: employee only about $187,613 at 4% or $125,075 at 6%; with 50% employer match about $125,075 at 4% or $83,383 at 6%; with 100% employer match about $93,806 at 4% or $62,538 at 6%.
200416$1,100,175$42,441$7,074iApproximate average salary by contribution assumption: employee only about $176,838 at 4% or $117,892 at 6%; with 50% employer match about $117,892 at 4% or $78,594 at 6%; with 100% employer match about $88,419 at 4% or $58,946 at 6%.
Stephen D. Taylor, D.M.D. Inc. Profit Sharing Plan-6$1,100,175$42,441$7,074iApproximate average salary by contribution assumption: employee only about $176,838 at 4% or $117,892 at 6%; with 50% employer match about $117,892 at 4% or $78,594 at 6%; with 100% employer match about $88,419 at 4% or $58,946 at 6%.
200315$826,908$35,823$7,165iApproximate average salary by contribution assumption: employee only about $179,115 at 4% or $119,410 at 6%; with 50% employer match about $119,410 at 4% or $79,607 at 6%; with 100% employer match about $89,558 at 4% or $59,705 at 6%.
Stephen D. Taylor, D.M.D. Inc. Profit Sharing Plan-5$826,908$35,823$7,165iApproximate average salary by contribution assumption: employee only about $179,115 at 4% or $119,410 at 6%; with 50% employer match about $119,410 at 4% or $79,607 at 6%; with 100% employer match about $89,558 at 4% or $59,705 at 6%.
200213$688,252$26,333$8,778iApproximate average salary by contribution assumption: employee only about $219,442 at 4% or $146,294 at 6%; with 50% employer match about $146,294 at 4% or $97,530 at 6%; with 100% employer match about $109,721 at 4% or $73,147 at 6%.
Stephen D. Taylor, D.M.D. Inc. Profit Sharing Plan-3$688,252$26,333$8,778iApproximate average salary by contribution assumption: employee only about $219,442 at 4% or $146,294 at 6%; with 50% employer match about $146,294 at 4% or $97,530 at 6%; with 100% employer match about $109,721 at 4% or $73,147 at 6%.
200114$0$0-
Stephen D. Taylor, D.M.D. Inc. Profit Sharing Plan-4---
200013$0$0-
Stephen D. Taylor, D.M.D. Inc. Profit Sharing Plan-3---
199914$621,759$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Stephen D. Taylor, D.M.D. Inc. Profit Sharing Plan-4$621,759$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.