Civic Intelligence

Stephen P. Henry, DMD

Plan context: Stephen P. Henry, DMD 401K Plan

EIN 33-0752046 • Poway, CA • 13 filings • 2 plans

15525 Pomerado Rd., Suite C-4Poway, CA 92064
Current Snapshot

Latest Year

2020

2020 Participants

9

2020 Assets

$2,917,236

2020 Contributions

$107,744

Historical Graphs

Total Assets Over Time

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

$2,917,236$1,458,618$0200820142019YearValue
$2,917,236Latest year 2019

Participants Over Time

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

1050200820142019YearValue
9Latest year 2019

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
202010$0$0-
Stephen P. Henry, DMD 401K Plan-0$0--
201919$2,917,236$107,744$11,972iApproximate average salary by contribution assumption: employee only about $299,289 at 4% or $199,526 at 6%; with 50% employer match about $199,526 at 4% or $133,017 at 6%; with 100% employer match about $149,644 at 4% or $99,763 at 6%.
Stephen P. Henry, DMD 401K Plan-9$2,917,236$107,744$11,972iApproximate average salary by contribution assumption: employee only about $299,289 at 4% or $199,526 at 6%; with 50% employer match about $199,526 at 4% or $133,017 at 6%; with 100% employer match about $149,644 at 4% or $99,763 at 6%.
2018110$2,362,680$106,465$10,647iApproximate average salary by contribution assumption: employee only about $266,163 at 4% or $177,442 at 6%; with 50% employer match about $177,442 at 4% or $118,294 at 6%; with 100% employer match about $133,081 at 4% or $88,721 at 6%.
Stephen P. Henry, DMD 401K Plan-10$2,362,680$106,465$10,647iApproximate average salary by contribution assumption: employee only about $266,163 at 4% or $177,442 at 6%; with 50% employer match about $177,442 at 4% or $118,294 at 6%; with 100% employer match about $133,081 at 4% or $88,721 at 6%.
201719$2,389,317$110,022$12,225iApproximate average salary by contribution assumption: employee only about $305,617 at 4% or $203,744 at 6%; with 50% employer match about $203,744 at 4% or $135,830 at 6%; with 100% employer match about $152,808 at 4% or $101,872 at 6%.
Stephen P. Henry, DMD 401K Plan-9$2,389,317$110,022$12,225iApproximate average salary by contribution assumption: employee only about $305,617 at 4% or $203,744 at 6%; with 50% employer match about $203,744 at 4% or $135,830 at 6%; with 100% employer match about $152,808 at 4% or $101,872 at 6%.
201619$1,993,135$108,636$12,071iApproximate average salary by contribution assumption: employee only about $301,767 at 4% or $201,178 at 6%; with 50% employer match about $201,178 at 4% or $134,119 at 6%; with 100% employer match about $150,883 at 4% or $100,589 at 6%.
Stephen P. Henry, DMD 401K Plan-9$1,993,135$108,636$12,071iApproximate average salary by contribution assumption: employee only about $301,767 at 4% or $201,178 at 6%; with 50% employer match about $201,178 at 4% or $134,119 at 6%; with 100% employer match about $150,883 at 4% or $100,589 at 6%.
201519$1,759,024$104,006$11,556iApproximate average salary by contribution assumption: employee only about $288,906 at 4% or $192,604 at 6%; with 50% employer match about $192,604 at 4% or $128,402 at 6%; with 100% employer match about $144,453 at 4% or $96,302 at 6%.
Stephen P. Henry, DMD 401K Plan-9$1,759,024$104,006$11,556iApproximate average salary by contribution assumption: employee only about $288,906 at 4% or $192,604 at 6%; with 50% employer match about $192,604 at 4% or $128,402 at 6%; with 100% employer match about $144,453 at 4% or $96,302 at 6%.
201417$1,678,563$96,091$13,727iApproximate average salary by contribution assumption: employee only about $343,182 at 4% or $228,788 at 6%; with 50% employer match about $228,788 at 4% or $152,525 at 6%; with 100% employer match about $171,591 at 4% or $114,394 at 6%.
Stephen P. Henry, DMD 401K Plan-7$1,678,563$96,091$13,727iApproximate average salary by contribution assumption: employee only about $343,182 at 4% or $228,788 at 6%; with 50% employer match about $228,788 at 4% or $152,525 at 6%; with 100% employer match about $171,591 at 4% or $114,394 at 6%.
201316$1,488,196$86,720$14,453iApproximate average salary by contribution assumption: employee only about $361,333 at 4% or $240,889 at 6%; with 50% employer match about $240,889 at 4% or $160,593 at 6%; with 100% employer match about $180,667 at 4% or $120,444 at 6%.
Stephen P. Henry, DMD 401K Plan-6$1,488,196$86,720$14,453iApproximate average salary by contribution assumption: employee only about $361,333 at 4% or $240,889 at 6%; with 50% employer match about $240,889 at 4% or $160,593 at 6%; with 100% employer match about $180,667 at 4% or $120,444 at 6%.
201216$1,220,572$346,666$57,778iApproximate average salary by contribution assumption: employee only about $1,444,442 at 4% or $962,961 at 6%; with 50% employer match about $962,961 at 4% or $641,974 at 6%; with 100% employer match about $722,221 at 4% or $481,481 at 6%.
Stephen P. Henry, DMD 401K Plan-6$1,220,572$346,666$57,778iApproximate average salary by contribution assumption: employee only about $1,444,442 at 4% or $962,961 at 6%; with 50% employer match about $962,961 at 4% or $641,974 at 6%; with 100% employer match about $722,221 at 4% or $481,481 at 6%.
201115$785,357$84,027$16,805iApproximate average salary by contribution assumption: employee only about $420,135 at 4% or $280,090 at 6%; with 50% employer match about $280,090 at 4% or $186,727 at 6%; with 100% employer match about $210,068 at 4% or $140,045 at 6%.
Stephen P. Henry, DMD 401K Plan-5$785,357$84,027$16,805iApproximate average salary by contribution assumption: employee only about $420,135 at 4% or $280,090 at 6%; with 50% employer match about $280,090 at 4% or $186,727 at 6%; with 100% employer match about $210,068 at 4% or $140,045 at 6%.
201017$726,900$392,710$56,101iApproximate average salary by contribution assumption: employee only about $1,402,536 at 4% or $935,024 at 6%; with 50% employer match about $935,024 at 4% or $623,349 at 6%; with 100% employer match about $701,268 at 4% or $467,512 at 6%.
Stephen P. Henry, DMD 401K Plan-7$726,900$392,710$56,101iApproximate average salary by contribution assumption: employee only about $1,402,536 at 4% or $935,024 at 6%; with 50% employer match about $935,024 at 4% or $623,349 at 6%; with 100% employer match about $701,268 at 4% or $467,512 at 6%.
200916$266,529$64,142$10,690iApproximate average salary by contribution assumption: employee only about $267,258 at 4% or $178,172 at 6%; with 50% employer match about $178,172 at 4% or $118,781 at 6%; with 100% employer match about $133,629 at 4% or $89,086 at 6%.
Stephen P. Henry, DMD 401K Plan-6$266,529$64,142$10,690iApproximate average salary by contribution assumption: employee only about $267,258 at 4% or $178,172 at 6%; with 50% employer match about $178,172 at 4% or $118,781 at 6%; with 100% employer match about $133,629 at 4% or $89,086 at 6%.
200817$167,436$202,247$28,892iApproximate average salary by contribution assumption: employee only about $722,311 at 4% or $481,540 at 6%; with 50% employer match about $481,540 at 4% or $321,027 at 6%; with 100% employer match about $361,155 at 4% or $240,770 at 6%.
Stephen P. Henry, DMD 401K Plan-7$167,436$202,247$28,892iApproximate average salary by contribution assumption: employee only about $722,311 at 4% or $481,540 at 6%; with 50% employer match about $481,540 at 4% or $321,027 at 6%; with 100% employer match about $361,155 at 4% or $240,770 at 6%.