Civic Intelligence

Bruce a. Stewart, D.D.S. PC.

Plan context: BRUCE A. STEWART, D.D.S., P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST

EIN 38-2305345 • Comstock Park, MI • 16 filings • 5 plans

769 York Creek NWComstock Park, MI 49321
Current Snapshot

Latest Year

2015

2015 Participants

10

2015 Assets

$402,733

2015 Contributions

$204,146

Historical Graphs

Total Assets Over Time

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

$1,275,281$637,641$0200420102015YearValue
$402,733Latest year 2015

Participants Over Time

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

1580200420102015YearValue
10Latest 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
2015210$402,733$0-
BRUCE A. STEWART, D.D.S., P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-10$402,733$0-
BRUCE A. STEWART, D. D. S. , P. C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-0$0$0-
2014310$535,156$204,146$20,415iApproximate average salary by contribution assumption: employee only about $510,365 at 4% or $340,243 at 6%; with 50% employer match about $340,243 at 4% or $226,829 at 6%; with 100% employer match about $255,182 at 4% or $170,122 at 6%.
BRUCE A. STEWART, D.D.S., P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-10$416,460$204,146$20,415iApproximate average salary by contribution assumption: employee only about $510,365 at 4% or $340,243 at 6%; with 50% employer match about $340,243 at 4% or $226,829 at 6%; with 100% employer match about $255,182 at 4% or $170,122 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-6$118,696--
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-0$0--
2013213$849,224$308,786$23,753iApproximate average salary by contribution assumption: employee only about $593,819 at 4% or $395,879 at 6%; with 50% employer match about $395,879 at 4% or $263,920 at 6%; with 100% employer match about $296,910 at 4% or $197,940 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-13$638,373$97,935$7,533iApproximate average salary by contribution assumption: employee only about $188,337 at 4% or $125,558 at 6%; with 50% employer match about $125,558 at 4% or $83,705 at 6%; with 100% employer match about $94,168 at 4% or $62,779 at 6%.
BRUCE A. STEWART, D.D.S., P.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-12$210,851$210,851$17,571iApproximate average salary by contribution assumption: employee only about $439,273 at 4% or $292,849 at 6%; with 50% employer match about $292,849 at 4% or $195,232 at 6%; with 100% employer match about $219,636 at 4% or $146,424 at 6%.
2012112$1,275,281$113,651$9,471iApproximate average salary by contribution assumption: employee only about $236,773 at 4% or $157,849 at 6%; with 50% employer match about $157,849 at 4% or $105,232 at 6%; with 100% employer match about $118,386 at 4% or $78,924 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-12$1,275,281$113,651$9,471iApproximate average salary by contribution assumption: employee only about $236,773 at 4% or $157,849 at 6%; with 50% employer match about $157,849 at 4% or $105,232 at 6%; with 100% employer match about $118,386 at 4% or $78,924 at 6%.
2011112$1,053,412$111,206$9,267iApproximate average salary by contribution assumption: employee only about $231,679 at 4% or $154,453 at 6%; with 50% employer match about $154,453 at 4% or $102,969 at 6%; with 100% employer match about $115,840 at 4% or $77,226 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-12$1,053,412$111,206$9,267iApproximate average salary by contribution assumption: employee only about $231,679 at 4% or $154,453 at 6%; with 50% employer match about $154,453 at 4% or $102,969 at 6%; with 100% employer match about $115,840 at 4% or $77,226 at 6%.
2010113$967,125$114,265$8,790iApproximate average salary by contribution assumption: employee only about $219,740 at 4% or $146,494 at 6%; with 50% employer match about $146,494 at 4% or $97,662 at 6%; with 100% employer match about $109,870 at 4% or $73,247 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-13$967,125$114,265$8,790iApproximate average salary by contribution assumption: employee only about $219,740 at 4% or $146,494 at 6%; with 50% employer match about $146,494 at 4% or $97,662 at 6%; with 100% employer match about $109,870 at 4% or $73,247 at 6%.
2009113$756,326$113,455$8,727iApproximate average salary by contribution assumption: employee only about $218,183 at 4% or $145,455 at 6%; with 50% employer match about $145,455 at 4% or $96,970 at 6%; with 100% employer match about $109,091 at 4% or $72,728 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-13$756,326$113,455$8,727iApproximate average salary by contribution assumption: employee only about $218,183 at 4% or $145,455 at 6%; with 50% employer match about $145,455 at 4% or $96,970 at 6%; with 100% employer match about $109,091 at 4% or $72,728 at 6%.
2008111$503,513$122,860$11,169iApproximate average salary by contribution assumption: employee only about $279,227 at 4% or $186,152 at 6%; with 50% employer match about $186,152 at 4% or $124,101 at 6%; with 100% employer match about $139,614 at 4% or $93,076 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-11$503,513$122,860$11,169iApproximate average salary by contribution assumption: employee only about $279,227 at 4% or $186,152 at 6%; with 50% employer match about $186,152 at 4% or $124,101 at 6%; with 100% employer match about $139,614 at 4% or $93,076 at 6%.
2007113$595,387$136,022$10,463iApproximate average salary by contribution assumption: employee only about $261,581 at 4% or $174,387 at 6%; with 50% employer match about $174,387 at 4% or $116,258 at 6%; with 100% employer match about $130,790 at 4% or $87,194 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-13$595,387$136,022$10,463iApproximate average salary by contribution assumption: employee only about $261,581 at 4% or $174,387 at 6%; with 50% employer match about $174,387 at 4% or $116,258 at 6%; with 100% employer match about $130,790 at 4% or $87,194 at 6%.
2006112$438,137$135,117$11,260iApproximate average salary by contribution assumption: employee only about $281,494 at 4% or $187,663 at 6%; with 50% employer match about $187,663 at 4% or $125,108 at 6%; with 100% employer match about $140,747 at 4% or $93,831 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-12$438,137$135,117$11,260iApproximate average salary by contribution assumption: employee only about $281,494 at 4% or $187,663 at 6%; with 50% employer match about $187,663 at 4% or $125,108 at 6%; with 100% employer match about $140,747 at 4% or $93,831 at 6%.
2005113$280,174$144,805$11,139iApproximate average salary by contribution assumption: employee only about $278,471 at 4% or $185,647 at 6%; with 50% employer match about $185,647 at 4% or $123,765 at 6%; with 100% employer match about $139,236 at 4% or $92,824 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-13$280,174$144,805$11,139iApproximate average salary by contribution assumption: employee only about $278,471 at 4% or $185,647 at 6%; with 50% employer match about $185,647 at 4% or $123,765 at 6%; with 100% employer match about $139,236 at 4% or $92,824 at 6%.
2004115$122,234$114,827$7,655iApproximate average salary by contribution assumption: employee only about $191,378 at 4% or $127,586 at 6%; with 50% employer match about $127,586 at 4% or $85,057 at 6%; with 100% employer match about $95,689 at 4% or $63,793 at 6%.
Bruce a. Stewart, D.D.S. PC. 401(K) Profit Sharing Plan-15$122,234$114,827$7,655iApproximate average salary by contribution assumption: employee only about $191,378 at 4% or $127,586 at 6%; with 50% employer match about $127,586 at 4% or $85,057 at 6%; with 100% employer match about $95,689 at 4% or $63,793 at 6%.