Civic Intelligence

Steven Hoffenberg Dds Ltd

Plan context: STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST

EIN 36-3164295 • Northbrook, IL • 41 filings • 6 plans

1800 Mission Hills Rd.Unit 516Northbrook, IL 60062
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$598,950

2021 Contributions

$104,900

Historical Graphs

Total Assets Over Time

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

$4,039,856$2,019,928$0199920112020YearValue
$598,950Latest year 2020

Participants Over Time

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

1680199920102020YearValue
5Latest year 2020

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
202110$0$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-0$0$0-
202025$598,950$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-5$598,950$0-
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-0$0$0-
201925$4,039,856$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-5$3,925,878$0-
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-4$113,978$0-
201826$2,708,443$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-6$2,612,135$0-
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-4$96,308$0-
2017212$3,141,128$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-12$3,035,261$0-
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-6$105,867$0-
2016212$2,468,643$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-12$2,372,086$0-
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-6$96,557$0-
2015215$2,294,584$104,900$6,993iApproximate average salary by contribution assumption: employee only about $174,833 at 4% or $116,556 at 6%; with 50% employer match about $116,556 at 4% or $77,704 at 6%; with 100% employer match about $87,417 at 4% or $58,278 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-15$2,193,551$104,900$6,993iApproximate average salary by contribution assumption: employee only about $174,833 at 4% or $116,556 at 6%; with 50% employer match about $116,556 at 4% or $77,704 at 6%; with 100% employer match about $87,417 at 4% or $58,278 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-7$101,033$0-
2014214$2,240,678$104,900$7,493iApproximate average salary by contribution assumption: employee only about $187,321 at 4% or $124,881 at 6%; with 50% employer match about $124,881 at 4% or $83,254 at 6%; with 100% employer match about $93,661 at 4% or $62,440 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-14$2,129,978$104,900$7,493iApproximate average salary by contribution assumption: employee only about $187,321 at 4% or $124,881 at 6%; with 50% employer match about $124,881 at 4% or $83,254 at 6%; with 100% employer match about $93,661 at 4% or $62,440 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-8$110,700$0-
2013210$1,818,400$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-10$1,705,038$0-
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-8$113,362$0-
2012211$1,986,201$104,900$9,536iApproximate average salary by contribution assumption: employee only about $238,409 at 4% or $158,939 at 6%; with 50% employer match about $158,939 at 4% or $105,960 at 6%; with 100% employer match about $119,205 at 4% or $79,470 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-11$1,879,836$104,900$9,536iApproximate average salary by contribution assumption: employee only about $238,409 at 4% or $158,939 at 6%; with 50% employer match about $158,939 at 4% or $105,960 at 6%; with 100% employer match about $119,205 at 4% or $79,470 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-9$106,365$0-
2011213$1,573,714$100,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-13$1,476,067$100,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-5$97,647$0-
2010216$1,181,667$121,325$7,583iApproximate average salary by contribution assumption: employee only about $189,570 at 4% or $126,380 at 6%; with 50% employer match about $126,380 at 4% or $84,253 at 6%; with 100% employer match about $94,785 at 4% or $63,190 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-16$1,061,948$121,325$7,583iApproximate average salary by contribution assumption: employee only about $189,570 at 4% or $126,380 at 6%; with 50% employer match about $126,380 at 4% or $84,253 at 6%; with 100% employer match about $94,785 at 4% or $63,190 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-7$119,719$0-
2009211$951,254$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-11$842,009$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-7$109,245$0-
2008210$0$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-10---
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-10---
200727$0$0-
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-7---
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-7---
200627$1,078,497$145,666$20,809iApproximate average salary by contribution assumption: employee only about $520,236 at 4% or $346,824 at 6%; with 50% employer match about $346,824 at 4% or $231,216 at 6%; with 100% employer match about $260,118 at 4% or $173,412 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-7$1,023,992$124,024$17,718iApproximate average salary by contribution assumption: employee only about $442,943 at 4% or $295,295 at 6%; with 50% employer match about $295,295 at 4% or $196,863 at 6%; with 100% employer match about $221,471 at 4% or $147,648 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-7$54,505$21,642$3,092iApproximate average salary by contribution assumption: employee only about $77,293 at 4% or $51,529 at 6%; with 50% employer match about $51,529 at 4% or $34,352 at 6%; with 100% employer match about $38,646 at 4% or $25,764 at 6%.
200528$838,548$122,685$15,336iApproximate average salary by contribution assumption: employee only about $383,391 at 4% or $255,594 at 6%; with 50% employer match about $255,594 at 4% or $170,396 at 6%; with 100% employer match about $191,695 at 4% or $127,797 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-8$807,590$91,727$11,466iApproximate average salary by contribution assumption: employee only about $286,647 at 4% or $191,098 at 6%; with 50% employer match about $191,098 at 4% or $127,399 at 6%; with 100% employer match about $143,323 at 4% or $95,549 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. PROFIT SHARING PLAN & TRUST-7$30,958$30,958$4,423iApproximate average salary by contribution assumption: employee only about $110,564 at 4% or $73,710 at 6%; with 50% employer match about $73,710 at 4% or $49,140 at 6%; with 100% employer match about $55,282 at 4% or $36,855 at 6%.
200418$636,530$120,956$15,120iApproximate average salary by contribution assumption: employee only about $377,988 at 4% or $251,992 at 6%; with 50% employer match about $251,992 at 4% or $167,994 at 6%; with 100% employer match about $188,994 at 4% or $125,996 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-8$636,530$120,956$15,120iApproximate average salary by contribution assumption: employee only about $377,988 at 4% or $251,992 at 6%; with 50% employer match about $251,992 at 4% or $167,994 at 6%; with 100% employer match about $188,994 at 4% or $125,996 at 6%.
200316$458,982$92,083$15,347iApproximate average salary by contribution assumption: employee only about $383,679 at 4% or $255,786 at 6%; with 50% employer match about $255,786 at 4% or $170,524 at 6%; with 100% employer match about $191,840 at 4% or $127,893 at 6%.
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-6$458,982$92,083$15,347iApproximate average salary by contribution assumption: employee only about $383,679 at 4% or $255,786 at 6%; with 50% employer match about $255,786 at 4% or $170,524 at 6%; with 100% employer match about $191,840 at 4% or $127,893 at 6%.
200225$0$0-
Amended & Restated Steven Hoffenberg Dds Ltd Employees Profit Sharing Trust-0---
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-5---
200124$318,784$66,937$16,734iApproximate average salary by contribution assumption: employee only about $418,356 at 4% or $278,904 at 6%; with 50% employer match about $278,904 at 4% or $185,936 at 6%; with 100% employer match about $209,178 at 4% or $139,452 at 6%.
Amended & Restated Steven Hoffenberg Dds Ltd Employees Profit Sharing Trust-4$251,847--
STEVEN HOFFENBERG, D.D.S., LTD. CASH BALANCE PENSION PLAN & TRUST-4$66,937$66,937$16,734iApproximate average salary by contribution assumption: employee only about $418,356 at 4% or $278,904 at 6%; with 50% employer match about $278,904 at 4% or $185,936 at 6%; with 100% employer match about $209,178 at 4% or $139,452 at 6%.
200015$224,108$32,808$6,562iApproximate average salary by contribution assumption: employee only about $164,040 at 4% or $109,360 at 6%; with 50% employer match about $109,360 at 4% or $72,907 at 6%; with 100% employer match about $82,020 at 4% or $54,680 at 6%.
Amended & Restated Steven Hoffenberg Dds Ltd Employees Profit Sharing Trust-5$224,108$32,808$6,562iApproximate average salary by contribution assumption: employee only about $164,040 at 4% or $109,360 at 6%; with 50% employer match about $109,360 at 4% or $72,907 at 6%; with 100% employer match about $82,020 at 4% or $54,680 at 6%.
199916$186,978$32,718$5,453iApproximate average salary by contribution assumption: employee only about $136,325 at 4% or $90,883 at 6%; with 50% employer match about $90,883 at 4% or $60,589 at 6%; with 100% employer match about $68,163 at 4% or $45,442 at 6%.
Amended & Restated Steven Hoffenberg Dds Ltd Employees Profit Sharing Trust-6$186,978$32,718$5,453iApproximate average salary by contribution assumption: employee only about $136,325 at 4% or $90,883 at 6%; with 50% employer match about $90,883 at 4% or $60,589 at 6%; with 100% employer match about $68,163 at 4% or $45,442 at 6%.