Civic Intelligence

Stephen E. Stein, D.D.S., P.A.

Plan context: Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan

EIN 59-1742902 • Port Richey, FL • 11 filings • 3 plans

10806 U.s. Highway 19Suite 101Port Richey, FL 34668
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$1,110,960

2015 Contributions

$53,578

Historical Graphs

Total Assets Over Time

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

$1,110,960$555,480$0200520102014YearValue
$1,110,960Latest year 2014

Participants Over Time

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

840200520102014YearValue
8Latest 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. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-0$0--
201418$1,110,960$53,578$6,697iApproximate average salary by contribution assumption: employee only about $167,431 at 4% or $111,621 at 6%; with 50% employer match about $111,621 at 4% or $74,414 at 6%; with 100% employer match about $83,716 at 4% or $55,810 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-8$1,110,960$53,578$6,697iApproximate average salary by contribution assumption: employee only about $167,431 at 4% or $111,621 at 6%; with 50% employer match about $111,621 at 4% or $74,414 at 6%; with 100% employer match about $83,716 at 4% or $55,810 at 6%.
201318$939,005$92,443$11,555iApproximate average salary by contribution assumption: employee only about $288,884 at 4% or $192,590 at 6%; with 50% employer match about $192,590 at 4% or $128,393 at 6%; with 100% employer match about $144,442 at 4% or $96,295 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-8$939,005$92,443$11,555iApproximate average salary by contribution assumption: employee only about $288,884 at 4% or $192,590 at 6%; with 50% employer match about $192,590 at 4% or $128,393 at 6%; with 100% employer match about $144,442 at 4% or $96,295 at 6%.
201218$884,310$89,484$11,186iApproximate average salary by contribution assumption: employee only about $279,638 at 4% or $186,425 at 6%; with 50% employer match about $186,425 at 4% or $124,283 at 6%; with 100% employer match about $139,819 at 4% or $93,213 at 6%.
STEPHEN E. STEIN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-8$884,310$89,484$11,186iApproximate average salary by contribution assumption: employee only about $279,638 at 4% or $186,425 at 6%; with 50% employer match about $186,425 at 4% or $124,283 at 6%; with 100% employer match about $139,819 at 4% or $93,213 at 6%.
201118$733,042$87,004$10,876iApproximate average salary by contribution assumption: employee only about $271,888 at 4% or $181,258 at 6%; with 50% employer match about $181,258 at 4% or $120,839 at 6%; with 100% employer match about $135,944 at 4% or $90,629 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-8$733,042$87,004$10,876iApproximate average salary by contribution assumption: employee only about $271,888 at 4% or $181,258 at 6%; with 50% employer match about $181,258 at 4% or $120,839 at 6%; with 100% employer match about $135,944 at 4% or $90,629 at 6%.
201018$663,475$88,067$11,008iApproximate average salary by contribution assumption: employee only about $275,209 at 4% or $183,473 at 6%; with 50% employer match about $183,473 at 4% or $122,315 at 6%; with 100% employer match about $137,605 at 4% or $91,736 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-8$663,475$88,067$11,008iApproximate average salary by contribution assumption: employee only about $275,209 at 4% or $183,473 at 6%; with 50% employer match about $183,473 at 4% or $122,315 at 6%; with 100% employer match about $137,605 at 4% or $91,736 at 6%.
200918$528,861$56,632$7,079iApproximate average salary by contribution assumption: employee only about $176,975 at 4% or $117,983 at 6%; with 50% employer match about $117,983 at 4% or $78,656 at 6%; with 100% employer match about $88,488 at 4% or $58,992 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-8$528,861$56,632$7,079iApproximate average salary by contribution assumption: employee only about $176,975 at 4% or $117,983 at 6%; with 50% employer match about $117,983 at 4% or $78,656 at 6%; with 100% employer match about $88,488 at 4% or $58,992 at 6%.
200817$382,633$83,625$11,946iApproximate average salary by contribution assumption: employee only about $298,661 at 4% or $199,107 at 6%; with 50% employer match about $199,107 at 4% or $132,738 at 6%; with 100% employer match about $149,330 at 4% or $99,554 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-7$382,633$83,625$11,946iApproximate average salary by contribution assumption: employee only about $298,661 at 4% or $199,107 at 6%; with 50% employer match about $199,107 at 4% or $132,738 at 6%; with 100% employer match about $149,330 at 4% or $99,554 at 6%.
200715$459,387$74,060$14,812iApproximate average salary by contribution assumption: employee only about $370,300 at 4% or $246,867 at 6%; with 50% employer match about $246,867 at 4% or $164,578 at 6%; with 100% employer match about $185,150 at 4% or $123,433 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-5$459,387$74,060$14,812iApproximate average salary by contribution assumption: employee only about $370,300 at 4% or $246,867 at 6%; with 50% employer match about $246,867 at 4% or $164,578 at 6%; with 100% employer match about $185,150 at 4% or $123,433 at 6%.
200616$344,707$69,465$11,578iApproximate average salary by contribution assumption: employee only about $289,438 at 4% or $192,958 at 6%; with 50% employer match about $192,958 at 4% or $128,639 at 6%; with 100% employer match about $144,719 at 4% or $96,479 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-6$344,707$69,465$11,578iApproximate average salary by contribution assumption: employee only about $289,438 at 4% or $192,958 at 6%; with 50% employer match about $192,958 at 4% or $128,639 at 6%; with 100% employer match about $144,719 at 4% or $96,479 at 6%.
200514$266,757$267,661$66,915iApproximate average salary by contribution assumption: employee only about $1,672,881 at 4% or $1,115,254 at 6%; with 50% employer match about $1,115,254 at 4% or $743,503 at 6%; with 100% employer match about $836,441 at 4% or $557,627 at 6%.
Stephen E. Stein, D.D.S., P.A. 401(K) Profit Sharing Plan-4$266,757$267,661$66,915iApproximate average salary by contribution assumption: employee only about $1,672,881 at 4% or $1,115,254 at 6%; with 50% employer match about $1,115,254 at 4% or $743,503 at 6%; with 100% employer match about $836,441 at 4% or $557,627 at 6%.