Civic Intelligence

Patrick H. Stephens, DMD PC

Plan context: Patrick H. Stephens, DMD PC 401K Plan

EIN 57-1140258 • Auburn, GA • 17 filings • 2 plans

7 Carl Midway Church Rd.Auburn, GA 30011
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$742,066

2019 Contributions

$66,277

Historical Graphs

Total Assets Over Time

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

$1,585,956$792,978$0200320112018YearValue
$742,066Latest year 2018

Participants Over Time

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

840200320112018YearValue
7Latest year 2018

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
201910$0$0-
Patrick H. Stephens, DMD PC 401K Plan-0$0--
201817$742,066$66,277$9,468iApproximate average salary by contribution assumption: employee only about $236,704 at 4% or $157,802 at 6%; with 50% employer match about $157,802 at 4% or $105,202 at 6%; with 100% employer match about $118,352 at 4% or $78,901 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-7$742,066$66,277$9,468iApproximate average salary by contribution assumption: employee only about $236,704 at 4% or $157,802 at 6%; with 50% employer match about $157,802 at 4% or $105,202 at 6%; with 100% employer match about $118,352 at 4% or $78,901 at 6%.
201716$710,292$54,136$9,023iApproximate average salary by contribution assumption: employee only about $225,567 at 4% or $150,378 at 6%; with 50% employer match about $150,378 at 4% or $100,252 at 6%; with 100% employer match about $112,783 at 4% or $75,189 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-6$710,292$54,136$9,023iApproximate average salary by contribution assumption: employee only about $225,567 at 4% or $150,378 at 6%; with 50% employer match about $150,378 at 4% or $100,252 at 6%; with 100% employer match about $112,783 at 4% or $75,189 at 6%.
201615$641,970$36,613$7,323iApproximate average salary by contribution assumption: employee only about $183,065 at 4% or $122,043 at 6%; with 50% employer match about $122,043 at 4% or $81,362 at 6%; with 100% employer match about $91,533 at 4% or $61,022 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-5$641,970$36,613$7,323iApproximate average salary by contribution assumption: employee only about $183,065 at 4% or $122,043 at 6%; with 50% employer match about $122,043 at 4% or $81,362 at 6%; with 100% employer match about $91,533 at 4% or $61,022 at 6%.
201516$1,585,956$31,338$5,223iApproximate average salary by contribution assumption: employee only about $130,575 at 4% or $87,050 at 6%; with 50% employer match about $87,050 at 4% or $58,033 at 6%; with 100% employer match about $65,288 at 4% or $43,525 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-6$1,585,956$31,338$5,223iApproximate average salary by contribution assumption: employee only about $130,575 at 4% or $87,050 at 6%; with 50% employer match about $87,050 at 4% or $58,033 at 6%; with 100% employer match about $65,288 at 4% or $43,525 at 6%.
201416$1,560,961$56,009$9,335iApproximate average salary by contribution assumption: employee only about $233,371 at 4% or $155,581 at 6%; with 50% employer match about $155,581 at 4% or $103,720 at 6%; with 100% employer match about $116,685 at 4% or $77,790 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-6$1,560,961$56,009$9,335iApproximate average salary by contribution assumption: employee only about $233,371 at 4% or $155,581 at 6%; with 50% employer match about $155,581 at 4% or $103,720 at 6%; with 100% employer match about $116,685 at 4% or $77,790 at 6%.
201316$1,423,035$86,330$14,388iApproximate average salary by contribution assumption: employee only about $359,708 at 4% or $239,806 at 6%; with 50% employer match about $239,806 at 4% or $159,870 at 6%; with 100% employer match about $179,854 at 4% or $119,903 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-6$1,423,035$86,330$14,388iApproximate average salary by contribution assumption: employee only about $359,708 at 4% or $239,806 at 6%; with 50% employer match about $239,806 at 4% or $159,870 at 6%; with 100% employer match about $179,854 at 4% or $119,903 at 6%.
201216$1,275,463$84,448$14,075iApproximate average salary by contribution assumption: employee only about $351,867 at 4% or $234,578 at 6%; with 50% employer match about $234,578 at 4% or $156,385 at 6%; with 100% employer match about $175,933 at 4% or $117,289 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-6$1,275,463$84,448$14,075iApproximate average salary by contribution assumption: employee only about $351,867 at 4% or $234,578 at 6%; with 50% employer match about $234,578 at 4% or $156,385 at 6%; with 100% employer match about $175,933 at 4% or $117,289 at 6%.
201116$1,089,938$83,558$13,926iApproximate average salary by contribution assumption: employee only about $348,158 at 4% or $232,106 at 6%; with 50% employer match about $232,106 at 4% or $154,737 at 6%; with 100% employer match about $174,079 at 4% or $116,053 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-6$1,089,938$83,558$13,926iApproximate average salary by contribution assumption: employee only about $348,158 at 4% or $232,106 at 6%; with 50% employer match about $232,106 at 4% or $154,737 at 6%; with 100% employer match about $174,079 at 4% or $116,053 at 6%.
201017$993,654$455,479$65,068iApproximate average salary by contribution assumption: employee only about $1,626,711 at 4% or $1,084,474 at 6%; with 50% employer match about $1,084,474 at 4% or $722,983 at 6%; with 100% employer match about $813,355 at 4% or $542,237 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-7$993,654$455,479$65,068iApproximate average salary by contribution assumption: employee only about $1,626,711 at 4% or $1,084,474 at 6%; with 50% employer match about $1,084,474 at 4% or $722,983 at 6%; with 100% employer match about $813,355 at 4% or $542,237 at 6%.
200916$488,682$72,938$12,156iApproximate average salary by contribution assumption: employee only about $303,908 at 4% or $202,606 at 6%; with 50% employer match about $202,606 at 4% or $135,070 at 6%; with 100% employer match about $151,954 at 4% or $101,303 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-6$488,682$72,938$12,156iApproximate average salary by contribution assumption: employee only about $303,908 at 4% or $202,606 at 6%; with 50% employer match about $202,606 at 4% or $135,070 at 6%; with 100% employer match about $151,954 at 4% or $101,303 at 6%.
200815$359,764$71,023$14,205iApproximate average salary by contribution assumption: employee only about $355,115 at 4% or $236,743 at 6%; with 50% employer match about $236,743 at 4% or $157,829 at 6%; with 100% employer match about $177,558 at 4% or $118,372 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-5$359,764$71,023$14,205iApproximate average salary by contribution assumption: employee only about $355,115 at 4% or $236,743 at 6%; with 50% employer match about $236,743 at 4% or $157,829 at 6%; with 100% employer match about $177,558 at 4% or $118,372 at 6%.
200715$361,483$60,449$12,090iApproximate average salary by contribution assumption: employee only about $302,245 at 4% or $201,497 at 6%; with 50% employer match about $201,497 at 4% or $134,331 at 6%; with 100% employer match about $151,123 at 4% or $100,748 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-5$361,483$60,449$12,090iApproximate average salary by contribution assumption: employee only about $302,245 at 4% or $201,497 at 6%; with 50% employer match about $201,497 at 4% or $134,331 at 6%; with 100% employer match about $151,123 at 4% or $100,748 at 6%.
200614$289,024$64,815$16,204iApproximate average salary by contribution assumption: employee only about $405,094 at 4% or $270,063 at 6%; with 50% employer match about $270,063 at 4% or $180,042 at 6%; with 100% employer match about $202,547 at 4% or $135,031 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-4$289,024$64,815$16,204iApproximate average salary by contribution assumption: employee only about $405,094 at 4% or $270,063 at 6%; with 50% employer match about $270,063 at 4% or $180,042 at 6%; with 100% employer match about $202,547 at 4% or $135,031 at 6%.
200515$215,003$70,906$14,181iApproximate average salary by contribution assumption: employee only about $354,530 at 4% or $236,353 at 6%; with 50% employer match about $236,353 at 4% or $157,569 at 6%; with 100% employer match about $177,265 at 4% or $118,177 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-5$215,003$70,906$14,181iApproximate average salary by contribution assumption: employee only about $354,530 at 4% or $236,353 at 6%; with 50% employer match about $236,353 at 4% or $157,569 at 6%; with 100% employer match about $177,265 at 4% or $118,177 at 6%.
200418$148,638$73,734$9,217iApproximate average salary by contribution assumption: employee only about $230,419 at 4% or $153,613 at 6%; with 50% employer match about $153,613 at 4% or $102,408 at 6%; with 100% employer match about $115,209 at 4% or $76,806 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-8$148,638$73,734$9,217iApproximate average salary by contribution assumption: employee only about $230,419 at 4% or $153,613 at 6%; with 50% employer match about $153,613 at 4% or $102,408 at 6%; with 100% employer match about $115,209 at 4% or $76,806 at 6%.
200317$66,378$63,423$9,060iApproximate average salary by contribution assumption: employee only about $226,511 at 4% or $151,007 at 6%; with 50% employer match about $151,007 at 4% or $100,671 at 6%; with 100% employer match about $113,255 at 4% or $75,504 at 6%.
Patrick H. Stephens, DMD PC 401K Plan-7$66,378$63,423$9,060iApproximate average salary by contribution assumption: employee only about $226,511 at 4% or $151,007 at 6%; with 50% employer match about $151,007 at 4% or $100,671 at 6%; with 100% employer match about $113,255 at 4% or $75,504 at 6%.