Civic Intelligence

Stephen E. Burch, D. D. S. Ltd.

Plan context: Stephen E. Burch, Dds Ltd. Profit Sharing Plan

EIN 54-1924770 • Naples, FL • 20 filings • 4 plans

9283 Menaggio Ct., # 101Naples, FL 34114
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$2,068,893

2015 Contributions

$372,806

Historical Graphs

Total Assets Over Time

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

$2,146,051$1,073,026$0199920082014YearValue
$2,068,893Latest year 2014

Participants Over Time

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

630199920072014YearValue
4Latest year 2014

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
201510$0$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-0$0$0-
201414$2,068,893$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$2,068,893$0-
201314$2,040,430$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$2,040,430$0-
201214$1,876,494$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,876,494$0-
201114$1,728,988$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,728,988$0-
201014$1,815,324$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,815,324$0-
200914$1,730,452$372,806$93,202iApproximate average salary by contribution assumption: employee only about $2,330,038 at 4% or $1,553,358 at 6%; with 50% employer match about $1,553,358 at 4% or $1,035,572 at 6%; with 100% employer match about $1,165,019 at 4% or $776,679 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,730,452$372,806$93,202iApproximate average salary by contribution assumption: employee only about $2,330,038 at 4% or $1,553,358 at 6%; with 50% employer match about $1,553,358 at 4% or $1,035,572 at 6%; with 100% employer match about $1,165,019 at 4% or $776,679 at 6%.
200815$1,205,845$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-5$1,205,845--
200714$0$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4---
200615$1,748,277$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-5$1,748,277--
200516$1,572,127$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-6$1,572,127--
200414$1,439,602$63,452$15,863iApproximate average salary by contribution assumption: employee only about $396,575 at 4% or $264,383 at 6%; with 50% employer match about $264,383 at 4% or $176,256 at 6%; with 100% employer match about $198,288 at 4% or $132,192 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,439,602$63,452$15,863iApproximate average salary by contribution assumption: employee only about $396,575 at 4% or $264,383 at 6%; with 50% employer match about $264,383 at 4% or $176,256 at 6%; with 100% employer match about $198,288 at 4% or $132,192 at 6%.
200313$1,284,862$84,900$28,300iApproximate average salary by contribution assumption: employee only about $707,500 at 4% or $471,667 at 6%; with 50% employer match about $471,667 at 4% or $314,444 at 6%; with 100% employer match about $353,750 at 4% or $235,833 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-3$1,284,862$84,900$28,300iApproximate average salary by contribution assumption: employee only about $707,500 at 4% or $471,667 at 6%; with 50% employer match about $471,667 at 4% or $314,444 at 6%; with 100% employer match about $353,750 at 4% or $235,833 at 6%.
200213$0$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-3---
200123$0$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-3---
Stephen E. Burch, D. D. S. Ltd. Pension Plan-0---
200024$1,443,387$25,413$6,353iApproximate average salary by contribution assumption: employee only about $158,831 at 4% or $105,888 at 6%; with 50% employer match about $105,888 at 4% or $70,592 at 6%; with 100% employer match about $79,416 at 4% or $52,944 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$776,504--
Stephen E. Burch, D. D. S. Ltd. Pension Plan-4$666,883$25,413$6,353iApproximate average salary by contribution assumption: employee only about $158,831 at 4% or $105,888 at 6%; with 50% employer match about $105,888 at 4% or $70,592 at 6%; with 100% employer match about $79,416 at 4% or $52,944 at 6%.
199923$2,146,051$36,764$12,255iApproximate average salary by contribution assumption: employee only about $306,367 at 4% or $204,244 at 6%; with 50% employer match about $204,244 at 4% or $136,163 at 6%; with 100% employer match about $153,183 at 4% or $102,122 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-3$1,175,210$14,926$4,975iApproximate average salary by contribution assumption: employee only about $124,383 at 4% or $82,922 at 6%; with 50% employer match about $82,922 at 4% or $55,281 at 6%; with 100% employer match about $62,192 at 4% or $41,461 at 6%.
Stephen E. Burch, D. D. S. Ltd. Pension Plan-3$970,841$21,838$7,279iApproximate average salary by contribution assumption: employee only about $181,983 at 4% or $121,322 at 6%; with 50% employer match about $121,322 at 4% or $80,881 at 6%; with 100% employer match about $90,992 at 4% or $60,661 at 6%.