Civic Intelligence

Richard E. Stephenson, MD, Sc

Plan context: Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust

EIN 36-3743894 • 17 filings • 4 plans

Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$1,960,518

2015 Contributions

$155,772

Historical Graphs

Total Assets Over Time

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

$1,960,518$980,259$0199920122015YearValue
$1,960,518Latest year 2015

Participants Over Time

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

740200020072015YearValue
4Latest year 2015

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
201514$1,960,518$155,772$38,943iApproximate average salary by contribution assumption: employee only about $973,575 at 4% or $649,050 at 6%; with 50% employer match about $649,050 at 4% or $432,700 at 6%; with 100% employer match about $486,788 at 4% or $324,525 at 6%.
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-4$1,960,518$155,772$38,943iApproximate average salary by contribution assumption: employee only about $973,575 at 4% or $649,050 at 6%; with 50% employer match about $649,050 at 4% or $432,700 at 6%; with 100% employer match about $486,788 at 4% or $324,525 at 6%.
201414$1,771,380$131,500$32,875iApproximate average salary by contribution assumption: employee only about $821,875 at 4% or $547,917 at 6%; with 50% employer match about $547,917 at 4% or $365,278 at 6%; with 100% employer match about $410,938 at 4% or $273,958 at 6%.
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-4$1,771,380$131,500$32,875iApproximate average salary by contribution assumption: employee only about $821,875 at 4% or $547,917 at 6%; with 50% employer match about $547,917 at 4% or $365,278 at 6%; with 100% employer match about $410,938 at 4% or $273,958 at 6%.
201314$1,690,668$141,437$35,359iApproximate average salary by contribution assumption: employee only about $883,981 at 4% or $589,321 at 6%; with 50% employer match about $589,321 at 4% or $392,881 at 6%; with 100% employer match about $441,991 at 4% or $294,660 at 6%.
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-4$1,690,668$141,437$35,359iApproximate average salary by contribution assumption: employee only about $883,981 at 4% or $589,321 at 6%; with 50% employer match about $589,321 at 4% or $392,881 at 6%; with 100% employer match about $441,991 at 4% or $294,660 at 6%.
201216$1,446,766$223,000$37,167iApproximate average salary by contribution assumption: employee only about $929,167 at 4% or $619,444 at 6%; with 50% employer match about $619,444 at 4% or $412,963 at 6%; with 100% employer match about $464,583 at 4% or $309,722 at 6%.
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-6$1,446,766$223,000$37,167iApproximate average salary by contribution assumption: employee only about $929,167 at 4% or $619,444 at 6%; with 50% employer match about $619,444 at 4% or $412,963 at 6%; with 100% employer match about $464,583 at 4% or $309,722 at 6%.
201115$1,112,545$147,000$29,400iApproximate average salary by contribution assumption: employee only about $735,000 at 4% or $490,000 at 6%; with 50% employer match about $490,000 at 4% or $326,667 at 6%; with 100% employer match about $367,500 at 4% or $245,000 at 6%.
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-5$1,112,545$147,000$29,400iApproximate average salary by contribution assumption: employee only about $735,000 at 4% or $490,000 at 6%; with 50% employer match about $490,000 at 4% or $326,667 at 6%; with 100% employer match about $367,500 at 4% or $245,000 at 6%.
201015$908,228$147,000$29,400iApproximate average salary by contribution assumption: employee only about $735,000 at 4% or $490,000 at 6%; with 50% employer match about $490,000 at 4% or $326,667 at 6%; with 100% employer match about $367,500 at 4% or $245,000 at 6%.
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-5$908,228$147,000$29,400iApproximate average salary by contribution assumption: employee only about $735,000 at 4% or $490,000 at 6%; with 50% employer match about $490,000 at 4% or $326,667 at 6%; with 100% employer match about $367,500 at 4% or $245,000 at 6%.
200925$794,493$211,000$42,200iApproximate average salary by contribution assumption: employee only about $1,055,000 at 4% or $703,333 at 6%; with 50% employer match about $703,333 at 4% or $468,889 at 6%; with 100% employer match about $527,500 at 4% or $351,667 at 6%.
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-5$794,493$211,000$42,200iApproximate average salary by contribution assumption: employee only about $1,055,000 at 4% or $703,333 at 6%; with 50% employer match about $703,333 at 4% or $468,889 at 6%; with 100% employer match about $527,500 at 4% or $351,667 at 6%.
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-----
200715$0$0-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-5---
200614$0$0-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-4---
200514$0$0-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-4---
200414$0$0-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-4---
200314$0$0-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-4---
200217$0$0-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-7---
200116$0$0-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-6---
200016$0$0-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-6---
199910$564,687$121,500-
Richard E. Stephenson, MD, Sc Profit Sharing Plan Trust-0$564,687$121,500-