Kathryn G. Stuart, Dds, Msd PC
Plan context: Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan
EIN 35-1908884 • Fishers, IN • 39 filings • 9 plans
Current Snapshot
Latest Year
2021
2021 Participants
16
2021 Assets
$4,459,418
2021 Contributions
$102,012
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 0 | $0 | $0 | - |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 0 | $0 | - | - |
| 2020 | 2 | 16 | $4,459,418 | $102,012 | $6,376iApproximate average salary by contribution assumption: employee only about $159,394 at 4% or $106,263 at 6%; with 50% employer match about $106,263 at 4% or $70,842 at 6%; with 100% employer match about $79,697 at 4% or $53,131 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 16 | $3,238,106 | $102,012 | $6,376iApproximate average salary by contribution assumption: employee only about $159,394 at 4% or $106,263 at 6%; with 50% employer match about $106,263 at 4% or $70,842 at 6%; with 100% employer match about $79,697 at 4% or $53,131 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 9 | $1,221,312 | - | - |
| 2019 | 2 | 16 | $4,065,817 | $165,553 | $10,347iApproximate average salary by contribution assumption: employee only about $258,677 at 4% or $172,451 at 6%; with 50% employer match about $172,451 at 4% or $114,967 at 6%; with 100% employer match about $129,338 at 4% or $86,226 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 16 | $2,948,773 | $65,553 | $4,097iApproximate average salary by contribution assumption: employee only about $102,427 at 4% or $68,284 at 6%; with 50% employer match about $68,284 at 4% or $45,523 at 6%; with 100% employer match about $51,213 at 4% or $34,142 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 9 | $1,117,044 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2018 | 2 | 12 | $3,470,553 | $108,173 | $9,014iApproximate average salary by contribution assumption: employee only about $225,360 at 4% or $150,240 at 6%; with 50% employer match about $150,240 at 4% or $100,160 at 6%; with 100% employer match about $112,680 at 4% or $75,120 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 12 | $2,581,448 | $71,435 | $5,953iApproximate average salary by contribution assumption: employee only about $148,823 at 4% or $99,215 at 6%; with 50% employer match about $99,215 at 4% or $66,144 at 6%; with 100% employer match about $74,411 at 4% or $49,608 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 10 | $889,105 | $36,738 | $3,674iApproximate average salary by contribution assumption: employee only about $91,845 at 4% or $61,230 at 6%; with 50% employer match about $61,230 at 4% or $40,820 at 6%; with 100% employer match about $45,923 at 4% or $30,615 at 6%. |
| 2017 | 2 | 13 | $3,594,900 | $181,770 | $13,982iApproximate average salary by contribution assumption: employee only about $349,558 at 4% or $233,038 at 6%; with 50% employer match about $233,038 at 4% or $155,359 at 6%; with 100% employer match about $174,779 at 4% or $116,519 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 13 | $2,698,907 | $101,770 | $7,828iApproximate average salary by contribution assumption: employee only about $195,712 at 4% or $130,474 at 6%; with 50% employer match about $130,474 at 4% or $86,983 at 6%; with 100% employer match about $97,856 at 4% or $65,237 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 10 | $895,993 | $80,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2016 | 2 | 11 | $3,116,621 | $219,179 | $19,925iApproximate average salary by contribution assumption: employee only about $498,134 at 4% or $332,089 at 6%; with 50% employer match about $332,089 at 4% or $221,393 at 6%; with 100% employer match about $249,067 at 4% or $166,045 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 11 | $2,353,665 | $102,018 | $9,274iApproximate average salary by contribution assumption: employee only about $231,859 at 4% or $154,573 at 6%; with 50% employer match about $154,573 at 4% or $103,048 at 6%; with 100% employer match about $115,930 at 4% or $77,286 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 10 | $762,956 | $117,161 | $11,716iApproximate average salary by contribution assumption: employee only about $292,903 at 4% or $195,268 at 6%; with 50% employer match about $195,268 at 4% or $130,179 at 6%; with 100% employer match about $146,451 at 4% or $97,634 at 6%. |
| 2015 | 2 | 11 | $2,799,169 | $254,383 | $23,126iApproximate average salary by contribution assumption: employee only about $578,143 at 4% or $385,429 at 6%; with 50% employer match about $385,429 at 4% or $256,953 at 6%; with 100% employer match about $289,072 at 4% or $192,714 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 11 | $2,181,810 | $139,383 | $12,671iApproximate average salary by contribution assumption: employee only about $316,780 at 4% or $211,186 at 6%; with 50% employer match about $211,186 at 4% or $140,791 at 6%; with 100% employer match about $158,390 at 4% or $105,593 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 10 | $617,359 | $115,000 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| 2014 | 2 | 18 | $2,708,589 | $284,400 | $15,800iApproximate average salary by contribution assumption: employee only about $395,000 at 4% or $263,333 at 6%; with 50% employer match about $263,333 at 4% or $175,556 at 6%; with 100% employer match about $197,500 at 4% or $131,667 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 18 | $2,198,370 | $169,829 | $9,435iApproximate average salary by contribution assumption: employee only about $235,874 at 4% or $157,249 at 6%; with 50% employer match about $157,249 at 4% or $104,833 at 6%; with 100% employer match about $117,937 at 4% or $78,625 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 11 | $510,219 | $114,571 | $10,416iApproximate average salary by contribution assumption: employee only about $260,389 at 4% or $173,592 at 6%; with 50% employer match about $173,592 at 4% or $115,728 at 6%; with 100% employer match about $130,194 at 4% or $86,796 at 6%. |
| 2013 | 2 | 13 | $2,462,988 | $146,415 | $11,263iApproximate average salary by contribution assumption: employee only about $281,567 at 4% or $187,712 at 6%; with 50% employer match about $187,712 at 4% or $125,141 at 6%; with 100% employer match about $140,784 at 4% or $93,856 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 13 | $2,086,014 | $118,252 | $9,096iApproximate average salary by contribution assumption: employee only about $227,408 at 4% or $151,605 at 6%; with 50% employer match about $151,605 at 4% or $101,070 at 6%; with 100% employer match about $113,704 at 4% or $75,803 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 11 | $376,974 | $28,163 | $2,560iApproximate average salary by contribution assumption: employee only about $64,007 at 4% or $42,671 at 6%; with 50% employer match about $42,671 at 4% or $28,447 at 6%; with 100% employer match about $32,003 at 4% or $21,336 at 6%. |
| 2012 | 2 | 17 | $2,171,079 | $205,389 | $12,082iApproximate average salary by contribution assumption: employee only about $302,043 at 4% or $201,362 at 6%; with 50% employer match about $201,362 at 4% or $134,241 at 6%; with 100% employer match about $151,021 at 4% or $100,681 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 17 | $1,835,867 | $95,332 | $5,608iApproximate average salary by contribution assumption: employee only about $140,194 at 4% or $93,463 at 6%; with 50% employer match about $93,463 at 4% or $62,308 at 6%; with 100% employer match about $70,097 at 4% or $46,731 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 9 | $335,212 | $110,057 | $12,229iApproximate average salary by contribution assumption: employee only about $305,714 at 4% or $203,809 at 6%; with 50% employer match about $203,809 at 4% or $135,873 at 6%; with 100% employer match about $152,857 at 4% or $101,905 at 6%. |
| 2011 | 2 | 13 | $1,839,725 | $171,711 | $13,209iApproximate average salary by contribution assumption: employee only about $330,213 at 4% or $220,142 at 6%; with 50% employer match about $220,142 at 4% or $146,762 at 6%; with 100% employer match about $165,107 at 4% or $110,071 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 13 | $1,630,275 | $68,096 | $5,238iApproximate average salary by contribution assumption: employee only about $130,954 at 4% or $87,303 at 6%; with 50% employer match about $87,303 at 4% or $58,202 at 6%; with 100% employer match about $65,477 at 4% or $43,651 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 6 | $209,450 | $103,615 | $17,269iApproximate average salary by contribution assumption: employee only about $431,729 at 4% or $287,819 at 6%; with 50% employer match about $287,819 at 4% or $191,880 at 6%; with 100% employer match about $215,865 at 4% or $143,910 at 6%. |
| 2010 | 2 | 19 | $1,787,164 | $199,751 | $10,513iApproximate average salary by contribution assumption: employee only about $262,830 at 4% or $175,220 at 6%; with 50% employer match about $175,220 at 4% or $116,813 at 6%; with 100% employer match about $131,415 at 4% or $87,610 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 19 | $1,680,311 | $92,898 | $4,889iApproximate average salary by contribution assumption: employee only about $122,234 at 4% or $81,489 at 6%; with 50% employer match about $81,489 at 4% or $54,326 at 6%; with 100% employer match about $61,117 at 4% or $40,745 at 6%. |
| ADVANCED ENDOCARE, P.C. CASH BALANCE PLAN | - | 5 | $106,853 | $106,853 | $21,371iApproximate average salary by contribution assumption: employee only about $534,265 at 4% or $356,177 at 6%; with 50% employer match about $356,177 at 4% or $237,451 at 6%; with 100% employer match about $267,133 at 4% or $178,088 at 6%. |
| 2009 | 1 | 18 | $1,487,426 | $101,102 | $5,617iApproximate average salary by contribution assumption: employee only about $140,419 at 4% or $93,613 at 6%; with 50% employer match about $93,613 at 4% or $62,409 at 6%; with 100% employer match about $70,210 at 4% or $46,806 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 18 | $1,487,426 | $101,102 | $5,617iApproximate average salary by contribution assumption: employee only about $140,419 at 4% or $93,613 at 6%; with 50% employer match about $93,613 at 4% or $62,409 at 6%; with 100% employer match about $70,210 at 4% or $46,806 at 6%. |
| 2008 | 1 | 11 | $1,177,277 | $122,791 | $11,163iApproximate average salary by contribution assumption: employee only about $279,070 at 4% or $186,047 at 6%; with 50% employer match about $186,047 at 4% or $124,031 at 6%; with 100% employer match about $139,535 at 4% or $93,023 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 11 | $1,177,277 | $122,791 | $11,163iApproximate average salary by contribution assumption: employee only about $279,070 at 4% or $186,047 at 6%; with 50% employer match about $186,047 at 4% or $124,031 at 6%; with 100% employer match about $139,535 at 4% or $93,023 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 11 | - | - | - |
| 2006 | 1 | 13 | $1,779,687 | $129,474 | $9,960iApproximate average salary by contribution assumption: employee only about $248,988 at 4% or $165,992 at 6%; with 50% employer match about $165,992 at 4% or $110,662 at 6%; with 100% employer match about $124,494 at 4% or $82,996 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 13 | $1,779,687 | $129,474 | $9,960iApproximate average salary by contribution assumption: employee only about $248,988 at 4% or $165,992 at 6%; with 50% employer match about $165,992 at 4% or $110,662 at 6%; with 100% employer match about $124,494 at 4% or $82,996 at 6%. |
| 2005 | 1 | 11 | $0 | $0 | - |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 11 | - | - | - |
| 2004 | 1 | 6 | $1,354,415 | $108,064 | $18,011iApproximate average salary by contribution assumption: employee only about $450,267 at 4% or $300,178 at 6%; with 50% employer match about $300,178 at 4% or $200,119 at 6%; with 100% employer match about $225,133 at 4% or $150,089 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 6 | $1,354,415 | $108,064 | $18,011iApproximate average salary by contribution assumption: employee only about $450,267 at 4% or $300,178 at 6%; with 50% employer match about $300,178 at 4% or $200,119 at 6%; with 100% employer match about $225,133 at 4% or $150,089 at 6%. |
| 2003 | 2 | 5 | $1,209,447 | $110,515 | $22,103iApproximate average salary by contribution assumption: employee only about $552,575 at 4% or $368,383 at 6%; with 50% employer match about $368,383 at 4% or $245,589 at 6%; with 100% employer match about $276,288 at 4% or $184,192 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 5 | $1,209,447 | $110,515 | $22,103iApproximate average salary by contribution assumption: employee only about $552,575 at 4% or $368,383 at 6%; with 50% employer match about $368,383 at 4% or $245,589 at 6%; with 100% employer match about $276,288 at 4% or $184,192 at 6%. |
| Advanced Endocare PC. Money Purchase Plan | - | 0 | - | - | - |
| 2002 | 2 | 7 | $962,632 | $20,539 | $2,934iApproximate average salary by contribution assumption: employee only about $73,354 at 4% or $48,902 at 6%; with 50% employer match about $48,902 at 4% or $32,602 at 6%; with 100% employer match about $36,677 at 4% or $24,451 at 6%. |
| Advanced Endocare PC. Money Purchase Plan | - | 6 | $535,524 | - | - |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 7 | $427,108 | $20,539 | $2,934iApproximate average salary by contribution assumption: employee only about $73,354 at 4% or $48,902 at 6%; with 50% employer match about $48,902 at 4% or $32,602 at 6%; with 100% employer match about $36,677 at 4% or $24,451 at 6%. |
| 2001 | 2 | 6 | $0 | $0 | - |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 6 | - | - | - |
| Advanced Endocare PC. Money Purchase Plan | - | 6 | - | - | - |
| 2000 | 2 | 6 | $362,368 | $32,105 | $5,351iApproximate average salary by contribution assumption: employee only about $133,771 at 4% or $89,181 at 6%; with 50% employer match about $89,181 at 4% or $59,454 at 6%; with 100% employer match about $66,885 at 4% or $44,590 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 6 | $362,368 | $32,105 | $5,351iApproximate average salary by contribution assumption: employee only about $133,771 at 4% or $89,181 at 6%; with 50% employer match about $89,181 at 4% or $59,454 at 6%; with 100% employer match about $66,885 at 4% or $44,590 at 6%. |
| Advanced Endocare PC. Money Purchase Plan | - | 5 | - | - | - |
| 1999 | 1 | 7 | $341,779 | $25,129 | $3,590iApproximate average salary by contribution assumption: employee only about $89,746 at 4% or $59,831 at 6%; with 50% employer match about $59,831 at 4% or $39,887 at 6%; with 100% employer match about $44,873 at 4% or $29,915 at 6%. |
| Kathryn G. Stuart, Dds, Msd PC Profit Sharing Plan | - | 7 | $341,779 | $25,129 | $3,590iApproximate average salary by contribution assumption: employee only about $89,746 at 4% or $59,831 at 6%; with 50% employer match about $59,831 at 4% or $39,887 at 6%; with 100% employer match about $44,873 at 4% or $29,915 at 6%. |