Civic Intelligence

Michael a. Stein, Dpm Inc.

Plan context: Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan

EIN 36-4509665 • San Leandro, CA • 18 filings • 2 plans

1300 Bancroft Ave. #103San Leandro, CA 94577
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$279,364

2020 Contributions

$2,207

Historical Graphs

Total Assets Over Time

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

$1,183,086$591,543$0201220162019YearValue
$279,364Latest year 2019

Participants Over Time

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

630201220162019YearValue
5Latest year 2019

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
202020$0$0-
Michael a. Stein, Dpm Inc. Cash Balance Plan-0$0--
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-0$0--
201925$279,364$2,207$441iApproximate average salary by contribution assumption: employee only about $11,035 at 4% or $7,357 at 6%; with 50% employer match about $7,357 at 4% or $4,904 at 6%; with 100% employer match about $5,518 at 4% or $3,678 at 6%.
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-5$278,772$2,207$441iApproximate average salary by contribution assumption: employee only about $11,035 at 4% or $7,357 at 6%; with 50% employer match about $7,357 at 4% or $4,904 at 6%; with 100% employer match about $5,518 at 4% or $3,678 at 6%.
Michael a. Stein, Dpm Inc. Cash Balance Plan-0$592--
201826$1,133,058$2,775$463iApproximate average salary by contribution assumption: employee only about $11,563 at 4% or $7,708 at 6%; with 50% employer match about $7,708 at 4% or $5,139 at 6%; with 100% employer match about $5,781 at 4% or $3,854 at 6%.
Michael a. Stein, Dpm Inc. Cash Balance Plan-5$886,594--
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-6$246,464$2,775$463iApproximate average salary by contribution assumption: employee only about $11,563 at 4% or $7,708 at 6%; with 50% employer match about $7,708 at 4% or $5,139 at 6%; with 100% employer match about $5,781 at 4% or $3,854 at 6%.
201726$1,183,086$168,960$28,160iApproximate average salary by contribution assumption: employee only about $704,000 at 4% or $469,333 at 6%; with 50% employer match about $469,333 at 4% or $312,889 at 6%; with 100% employer match about $352,000 at 4% or $234,667 at 6%.
Michael a. Stein, Dpm Inc. Cash Balance Plan-5$931,415$130,575$26,115iApproximate average salary by contribution assumption: employee only about $652,875 at 4% or $435,250 at 6%; with 50% employer match about $435,250 at 4% or $290,167 at 6%; with 100% employer match about $326,438 at 4% or $217,625 at 6%.
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-6$251,671$38,385$6,398iApproximate average salary by contribution assumption: employee only about $159,938 at 4% or $106,625 at 6%; with 50% employer match about $106,625 at 4% or $71,083 at 6%; with 100% employer match about $79,969 at 4% or $53,313 at 6%.
201626$902,006$113,813$18,969iApproximate average salary by contribution assumption: employee only about $474,221 at 4% or $316,147 at 6%; with 50% employer match about $316,147 at 4% or $210,765 at 6%; with 100% employer match about $237,110 at 4% or $158,074 at 6%.
Michael a. Stein, Dpm Inc. Cash Balance Plan-5$710,763$76,208$15,242iApproximate average salary by contribution assumption: employee only about $381,040 at 4% or $254,027 at 6%; with 50% employer match about $254,027 at 4% or $169,351 at 6%; with 100% employer match about $190,520 at 4% or $127,013 at 6%.
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-6$191,243$37,605$6,268iApproximate average salary by contribution assumption: employee only about $156,688 at 4% or $104,458 at 6%; with 50% employer match about $104,458 at 4% or $69,639 at 6%; with 100% employer match about $78,344 at 4% or $52,229 at 6%.
201525$748,034$109,105$21,821iApproximate average salary by contribution assumption: employee only about $545,525 at 4% or $363,683 at 6%; with 50% employer match about $363,683 at 4% or $242,456 at 6%; with 100% employer match about $272,763 at 4% or $181,842 at 6%.
Michael a. Stein, Dpm Inc. Cash Balance Plan-4$602,939$74,243$18,561iApproximate average salary by contribution assumption: employee only about $464,019 at 4% or $309,346 at 6%; with 50% employer match about $309,346 at 4% or $206,231 at 6%; with 100% employer match about $232,009 at 4% or $154,673 at 6%.
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-5$145,095$34,862$6,972iApproximate average salary by contribution assumption: employee only about $174,310 at 4% or $116,207 at 6%; with 50% employer match about $116,207 at 4% or $77,471 at 6%; with 100% employer match about $87,155 at 4% or $58,103 at 6%.
201425$639,291$209,527$41,905iApproximate average salary by contribution assumption: employee only about $1,047,635 at 4% or $698,423 at 6%; with 50% employer match about $698,423 at 4% or $465,616 at 6%; with 100% employer match about $523,818 at 4% or $349,212 at 6%.
Michael a. Stein, Dpm Inc. Cash Balance Plan-5$530,644$171,098$34,220iApproximate average salary by contribution assumption: employee only about $855,490 at 4% or $570,327 at 6%; with 50% employer match about $570,327 at 4% or $380,218 at 6%; with 100% employer match about $427,745 at 4% or $285,163 at 6%.
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-5$108,647$38,429$7,686iApproximate average salary by contribution assumption: employee only about $192,145 at 4% or $128,097 at 6%; with 50% employer match about $128,097 at 4% or $85,398 at 6%; with 100% employer match about $96,073 at 4% or $64,048 at 6%.
201325$411,956$193,044$38,609iApproximate average salary by contribution assumption: employee only about $965,220 at 4% or $643,480 at 6%; with 50% employer match about $643,480 at 4% or $428,987 at 6%; with 100% employer match about $482,610 at 4% or $321,740 at 6%.
Michael a. Stein, Dpm Inc. Cash Balance Plan-4$339,808$156,246$39,062iApproximate average salary by contribution assumption: employee only about $976,538 at 4% or $651,025 at 6%; with 50% employer match about $651,025 at 4% or $434,017 at 6%; with 100% employer match about $488,269 at 4% or $325,513 at 6%.
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-5$72,148$36,798$7,360iApproximate average salary by contribution assumption: employee only about $183,990 at 4% or $122,660 at 6%; with 50% employer match about $122,660 at 4% or $81,773 at 6%; with 100% employer match about $91,995 at 4% or $61,330 at 6%.
201223$188,794$188,794$62,931iApproximate average salary by contribution assumption: employee only about $1,573,283 at 4% or $1,048,856 at 6%; with 50% employer match about $1,048,856 at 4% or $699,237 at 6%; with 100% employer match about $786,642 at 4% or $524,428 at 6%.
Michael a. Stein, Dpm Inc. Cash Balance Plan-3$154,168$154,168$51,389iApproximate average salary by contribution assumption: employee only about $1,284,733 at 4% or $856,489 at 6%; with 50% employer match about $856,489 at 4% or $570,993 at 6%; with 100% employer match about $642,367 at 4% or $428,244 at 6%.
Michael a. Stein, Dpm Inc. 401(K) Profit Sharing Plan-3$34,626$34,626$11,542iApproximate average salary by contribution assumption: employee only about $288,550 at 4% or $192,367 at 6%; with 50% employer match about $192,367 at 4% or $128,244 at 6%; with 100% employer match about $144,275 at 4% or $96,183 at 6%.