Civic Intelligence

R. Stephen Lehman, D.D.S.

Plan context: R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN

EIN 35-1433730 • Carmel, IN • 18 filings • 5 plans

370 Medical Drive, Suite BCarmel, IN 46032
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$2,737,077

2014 Contributions

$84,500

Historical Graphs

Total Assets Over Time

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

$2,737,077$1,368,539$0199920062013YearValue
$2,737,077Latest year 2013

Participants Over Time

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

740199920062013YearValue
7Latest 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$0-
R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN-0$0$0-
201317$2,737,077$84,500$12,071iApproximate average salary by contribution assumption: employee only about $301,786 at 4% or $201,190 at 6%; with 50% employer match about $201,190 at 4% or $134,127 at 6%; with 100% employer match about $150,893 at 4% or $100,595 at 6%.
R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN-7$2,737,077$84,500$12,071iApproximate average salary by contribution assumption: employee only about $301,786 at 4% or $201,190 at 6%; with 50% employer match about $201,190 at 4% or $134,127 at 6%; with 100% employer match about $150,893 at 4% or $100,595 at 6%.
201217$2,407,457$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN-7$2,407,457$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
201117$2,056,002$271,886$38,841iApproximate average salary by contribution assumption: employee only about $971,021 at 4% or $647,348 at 6%; with 50% employer match about $647,348 at 4% or $431,565 at 6%; with 100% employer match about $485,511 at 4% or $323,674 at 6%.
R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN-7$2,056,002$271,886$38,841iApproximate average salary by contribution assumption: employee only about $971,021 at 4% or $647,348 at 6%; with 50% employer match about $647,348 at 4% or $431,565 at 6%; with 100% employer match about $485,511 at 4% or $323,674 at 6%.
201017$1,795,716$209,807$29,972iApproximate average salary by contribution assumption: employee only about $749,311 at 4% or $499,540 at 6%; with 50% employer match about $499,540 at 4% or $333,027 at 6%; with 100% employer match about $374,655 at 4% or $249,770 at 6%.
R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN-7$1,795,716$209,807$29,972iApproximate average salary by contribution assumption: employee only about $749,311 at 4% or $499,540 at 6%; with 50% employer match about $499,540 at 4% or $333,027 at 6%; with 100% employer match about $374,655 at 4% or $249,770 at 6%.
200916$1,401,551$241,325$40,221iApproximate average salary by contribution assumption: employee only about $1,005,521 at 4% or $670,347 at 6%; with 50% employer match about $670,347 at 4% or $446,898 at 6%; with 100% employer match about $502,760 at 4% or $335,174 at 6%.
R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN-6$1,401,551$241,325$40,221iApproximate average salary by contribution assumption: employee only about $1,005,521 at 4% or $670,347 at 6%; with 50% employer match about $670,347 at 4% or $446,898 at 6%; with 100% employer match about $502,760 at 4% or $335,174 at 6%.
200814$0$0-
R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN-4---
200713$0$0-
R. STEPHEN LEHMAN, D.D.S. DEFINED BENEFIT PLAN-3---
200615$790,037$221,561$44,312iApproximate average salary by contribution assumption: employee only about $1,107,805 at 4% or $738,537 at 6%; with 50% employer match about $738,537 at 4% or $492,358 at 6%; with 100% employer match about $553,903 at 4% or $369,268 at 6%.
R. STEPHEN LEHMAN, DDS DEFINED BENEFIT PLAN-5$790,037$221,561$44,312iApproximate average salary by contribution assumption: employee only about $1,107,805 at 4% or $738,537 at 6%; with 50% employer match about $738,537 at 4% or $492,358 at 6%; with 100% employer match about $553,903 at 4% or $369,268 at 6%.
200515$499,717$217,240$43,448iApproximate average salary by contribution assumption: employee only about $1,086,200 at 4% or $724,133 at 6%; with 50% employer match about $724,133 at 4% or $482,756 at 6%; with 100% employer match about $543,100 at 4% or $362,067 at 6%.
R. STEPHEN LEHMAN, DDS DEFINED BENEFIT PLAN-5$499,717$217,240$43,448iApproximate average salary by contribution assumption: employee only about $1,086,200 at 4% or $724,133 at 6%; with 50% employer match about $724,133 at 4% or $482,756 at 6%; with 100% employer match about $543,100 at 4% or $362,067 at 6%.
200427$269,770$150,353$21,479iApproximate average salary by contribution assumption: employee only about $536,975 at 4% or $357,983 at 6%; with 50% employer match about $357,983 at 4% or $238,656 at 6%; with 100% employer match about $268,488 at 4% or $178,992 at 6%.
R. STEPHEN LEHMAN, DDS DEFINED BENEFIT PLAN-7$269,555$150,353$21,479iApproximate average salary by contribution assumption: employee only about $536,975 at 4% or $357,983 at 6%; with 50% employer match about $357,983 at 4% or $238,656 at 6%; with 100% employer match about $268,488 at 4% or $178,992 at 6%.
R. Stephen Lehman, D.D.S. Amended and Restated Profit-Sharing Plan-0$215--
200325$794,412$106,732$21,346iApproximate average salary by contribution assumption: employee only about $533,660 at 4% or $355,773 at 6%; with 50% employer match about $355,773 at 4% or $237,182 at 6%; with 100% employer match about $266,830 at 4% or $177,887 at 6%.
R. Stephen Lehman, D.D.S. Amended and Restated Profit-Sharing Plan-5$687,680--
R. STEPHEN LEHMAN, DDS DEFINED BENEFIT PLAN-5$106,732$106,732$21,346iApproximate average salary by contribution assumption: employee only about $533,660 at 4% or $355,773 at 6%; with 50% employer match about $355,773 at 4% or $237,182 at 6%; with 100% employer match about $266,830 at 4% or $177,887 at 6%.
200216$0$0-
R. Stephen Lehman, D.D.S. Amended and Restated Profit-Sharing Plan-6---
200114$733,627$40,704$10,176iApproximate average salary by contribution assumption: employee only about $254,400 at 4% or $169,600 at 6%; with 50% employer match about $169,600 at 4% or $113,067 at 6%; with 100% employer match about $127,200 at 4% or $84,800 at 6%.
R. Stephen Lehman, D.D.S. Amended and Restated Profit-Sharing Plan-4$733,627$40,704$10,176iApproximate average salary by contribution assumption: employee only about $254,400 at 4% or $169,600 at 6%; with 50% employer match about $169,600 at 4% or $113,067 at 6%; with 100% employer match about $127,200 at 4% or $84,800 at 6%.
200014$835,424$108,308$27,077iApproximate average salary by contribution assumption: employee only about $676,925 at 4% or $451,283 at 6%; with 50% employer match about $451,283 at 4% or $300,856 at 6%; with 100% employer match about $338,463 at 4% or $225,642 at 6%.
R. Stephen Lehman, D.D.S. Amended and Restated Profit-Sharing Plan-4$835,424$108,308$27,077iApproximate average salary by contribution assumption: employee only about $676,925 at 4% or $451,283 at 6%; with 50% employer match about $451,283 at 4% or $300,856 at 6%; with 100% employer match about $338,463 at 4% or $225,642 at 6%.
199914$778,412$33,818$8,455iApproximate average salary by contribution assumption: employee only about $211,363 at 4% or $140,908 at 6%; with 50% employer match about $140,908 at 4% or $93,939 at 6%; with 100% employer match about $105,681 at 4% or $70,454 at 6%.
R. Stephen Lehman, D.D.S. Amended and Restated Profit-Sharing Plan-4$778,412$33,818$8,455iApproximate average salary by contribution assumption: employee only about $211,363 at 4% or $140,908 at 6%; with 50% employer match about $140,908 at 4% or $93,939 at 6%; with 100% employer match about $105,681 at 4% or $70,454 at 6%.