Stephen D. Taylor, D.M.D.
Plan context: Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan
EIN 33-0940386 • Tustin, CA • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$6,896,519
2024 Contributions
$49,835
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 | 2 | $6,896,519 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $6,896,519 | - | - |
| 2023 | 1 | 2 | $6,783,809 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $6,783,809 | - | - |
| 2022 | 1 | 2 | $6,603,570 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $6,603,570 | - | - |
| 2021 | 1 | 2 | $7,253,742 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $7,253,742 | - | - |
| 2020 | 1 | 2 | $6,720,211 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $6,720,211 | - | - |
| 2019 | 1 | 2 | $5,532,053 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $5,532,053 | - | - |
| 2018 | 1 | 2 | $5,221,527 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $5,221,527 | - | - |
| 2017 | 1 | 2 | $5,847,889 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $5,847,889 | - | - |
| 2016 | 1 | 2 | $5,030,412 | $49,835 | $24,918iApproximate average salary by contribution assumption: employee only about $622,938 at 4% or $415,292 at 6%; with 50% employer match about $415,292 at 4% or $276,861 at 6%; with 100% employer match about $311,469 at 4% or $207,646 at 6%. |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $5,030,412 | $49,835 | $24,918iApproximate average salary by contribution assumption: employee only about $622,938 at 4% or $415,292 at 6%; with 50% employer match about $415,292 at 4% or $276,861 at 6%; with 100% employer match about $311,469 at 4% or $207,646 at 6%. |
| 2015 | 1 | 2 | $4,925,943 | $49,834 | $24,917iApproximate average salary by contribution assumption: employee only about $622,925 at 4% or $415,283 at 6%; with 50% employer match about $415,283 at 4% or $276,856 at 6%; with 100% employer match about $311,463 at 4% or $207,642 at 6%. |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $4,925,943 | $49,834 | $24,917iApproximate average salary by contribution assumption: employee only about $622,925 at 4% or $415,283 at 6%; with 50% employer match about $415,283 at 4% or $276,856 at 6%; with 100% employer match about $311,463 at 4% or $207,642 at 6%. |
| 2014 | 1 | 2 | $4,734,381 | $1,249,853 | $624,927iApproximate average salary by contribution assumption: employee only about $15,623,163 at 4% or $10,415,442 at 6%; with 50% employer match about $10,415,442 at 4% or $6,943,628 at 6%; with 100% employer match about $7,811,581 at 4% or $5,207,721 at 6%. |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $4,734,381 | $1,249,853 | $624,927iApproximate average salary by contribution assumption: employee only about $15,623,163 at 4% or $10,415,442 at 6%; with 50% employer match about $10,415,442 at 4% or $6,943,628 at 6%; with 100% employer match about $7,811,581 at 4% or $5,207,721 at 6%. |
| 2013 | 1 | 2 | $3,270,203 | $69,700 | $34,850iApproximate average salary by contribution assumption: employee only about $871,250 at 4% or $580,833 at 6%; with 50% employer match about $580,833 at 4% or $387,222 at 6%; with 100% employer match about $435,625 at 4% or $290,417 at 6%. |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $3,270,203 | $69,700 | $34,850iApproximate average salary by contribution assumption: employee only about $871,250 at 4% or $580,833 at 6%; with 50% employer match about $580,833 at 4% or $387,222 at 6%; with 100% employer match about $435,625 at 4% or $290,417 at 6%. |
| 2012 | 1 | 2 | $2,848,652 | $0 | - |
| Stephen D. Taylor, D.M.D. 401(K) Profit Sharing Plan | - | 2 | $2,848,652 | $0 | - |