Civic Intelligence

Bernard D. Stein, M.D., P.A.

Plan context: Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan

EIN 59-1951122 • Orlando, FL • 16 filings • 6 plans

2101 Park Center Drive, Suite 170Orlando, FL 32835
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$1,514,659

2016 Contributions

$16,000

Historical Graphs

Total Assets Over Time

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

$1,987,854$993,927$0200520112015YearValue
$1,514,659Latest year 2015

Participants Over Time

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

26130200520102015YearValue
2Latest 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
201620$0$16,000-
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-0$0$16,000-
SOUTH TAMPA IMAGING ASSOCIATES, P.A. DEFINED BENEFIT PLAN-0$0$0-
201522$1,514,659$180,762$90,381iApproximate average salary by contribution assumption: employee only about $2,259,525 at 4% or $1,506,350 at 6%; with 50% employer match about $1,506,350 at 4% or $1,004,233 at 6%; with 100% employer match about $1,129,763 at 4% or $753,175 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-2$1,272,334$112,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
SOUTH TAMPA IMAGING ASSOCIATES, P.A. DEFINED BENEFIT PLAN-2$242,325$68,762$34,381iApproximate average salary by contribution assumption: employee only about $859,525 at 4% or $573,017 at 6%; with 50% employer match about $573,017 at 4% or $382,011 at 6%; with 100% employer match about $429,763 at 4% or $286,508 at 6%.
201422$1,736,344$201,700$100,850iApproximate average salary by contribution assumption: employee only about $2,521,250 at 4% or $1,680,833 at 6%; with 50% employer match about $1,680,833 at 4% or $1,120,556 at 6%; with 100% employer match about $1,260,625 at 4% or $840,417 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-2$1,551,378$109,500$54,750iApproximate average salary by contribution assumption: employee only about $1,368,750 at 4% or $912,500 at 6%; with 50% employer match about $912,500 at 4% or $608,333 at 6%; with 100% employer match about $684,375 at 4% or $456,250 at 6%.
SOUTH TAMPA IMAGING ASSOCIATES, P.A. DEFINED BENEFIT PLAN-2$184,966$92,200$46,100iApproximate average salary by contribution assumption: employee only about $1,152,500 at 4% or $768,333 at 6%; with 50% employer match about $768,333 at 4% or $512,222 at 6%; with 100% employer match about $576,250 at 4% or $384,167 at 6%.
201322$1,359,488$198,600$99,300iApproximate average salary by contribution assumption: employee only about $2,482,500 at 4% or $1,655,000 at 6%; with 50% employer match about $1,655,000 at 4% or $1,103,333 at 6%; with 100% employer match about $1,241,250 at 4% or $827,500 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-2$1,268,388$107,500$53,750iApproximate average salary by contribution assumption: employee only about $1,343,750 at 4% or $895,833 at 6%; with 50% employer match about $895,833 at 4% or $597,222 at 6%; with 100% employer match about $671,875 at 4% or $447,917 at 6%.
SOUTH TAMPA IMAGING ASSOCIATES, P.A. DEFINED BENEFIT PLAN-2$91,100$91,100$45,550iApproximate average salary by contribution assumption: employee only about $1,138,750 at 4% or $759,167 at 6%; with 50% employer match about $759,167 at 4% or $506,111 at 6%; with 100% employer match about $569,375 at 4% or $379,583 at 6%.
201212$928,824$98,501$49,251iApproximate average salary by contribution assumption: employee only about $1,231,263 at 4% or $820,842 at 6%; with 50% employer match about $820,842 at 4% or $547,228 at 6%; with 100% employer match about $615,631 at 4% or $410,421 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-2$928,824$98,501$49,251iApproximate average salary by contribution assumption: employee only about $1,231,263 at 4% or $820,842 at 6%; with 50% employer match about $820,842 at 4% or $547,228 at 6%; with 100% employer match about $615,631 at 4% or $410,421 at 6%.
2011118$1,273,218$143,030$7,946iApproximate average salary by contribution assumption: employee only about $198,653 at 4% or $132,435 at 6%; with 50% employer match about $132,435 at 4% or $88,290 at 6%; with 100% employer match about $99,326 at 4% or $66,218 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-18$1,273,218$143,030$7,946iApproximate average salary by contribution assumption: employee only about $198,653 at 4% or $132,435 at 6%; with 50% employer match about $132,435 at 4% or $88,290 at 6%; with 100% employer match about $99,326 at 4% or $66,218 at 6%.
2010123$1,987,854$180,477$7,847iApproximate average salary by contribution assumption: employee only about $196,171 at 4% or $130,780 at 6%; with 50% employer match about $130,780 at 4% or $87,187 at 6%; with 100% employer match about $98,085 at 4% or $65,390 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-23$1,987,854$180,477$7,847iApproximate average salary by contribution assumption: employee only about $196,171 at 4% or $130,780 at 6%; with 50% employer match about $130,780 at 4% or $87,187 at 6%; with 100% employer match about $98,085 at 4% or $65,390 at 6%.
2009126$1,759,544$402,379$15,476iApproximate average salary by contribution assumption: employee only about $386,903 at 4% or $257,935 at 6%; with 50% employer match about $257,935 at 4% or $171,957 at 6%; with 100% employer match about $193,451 at 4% or $128,968 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-26$1,759,544$402,379$15,476iApproximate average salary by contribution assumption: employee only about $386,903 at 4% or $257,935 at 6%; with 50% employer match about $257,935 at 4% or $171,957 at 6%; with 100% employer match about $193,451 at 4% or $128,968 at 6%.
2008123$1,315,075$435,349$18,928iApproximate average salary by contribution assumption: employee only about $473,205 at 4% or $315,470 at 6%; with 50% employer match about $315,470 at 4% or $210,314 at 6%; with 100% employer match about $236,603 at 4% or $157,735 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-23$1,315,075$435,349$18,928iApproximate average salary by contribution assumption: employee only about $473,205 at 4% or $315,470 at 6%; with 50% employer match about $315,470 at 4% or $210,314 at 6%; with 100% employer match about $236,603 at 4% or $157,735 at 6%.
2007117$0$0-
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-17---
2006115$866,086$273,285$18,219iApproximate average salary by contribution assumption: employee only about $455,475 at 4% or $303,650 at 6%; with 50% employer match about $303,650 at 4% or $202,433 at 6%; with 100% employer match about $227,738 at 4% or $151,825 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-15$866,086$273,285$18,219iApproximate average salary by contribution assumption: employee only about $455,475 at 4% or $303,650 at 6%; with 50% employer match about $303,650 at 4% or $202,433 at 6%; with 100% employer match about $227,738 at 4% or $151,825 at 6%.
2005117$537,304$336,527$19,796iApproximate average salary by contribution assumption: employee only about $494,893 at 4% or $329,928 at 6%; with 50% employer match about $329,928 at 4% or $219,952 at 6%; with 100% employer match about $247,446 at 4% or $164,964 at 6%.
Bernard D. Stein, M.D., P.A. 401K Profit Sharing Plan-17$537,304$336,527$19,796iApproximate average salary by contribution assumption: employee only about $494,893 at 4% or $329,928 at 6%; with 50% employer match about $329,928 at 4% or $219,952 at 6%; with 100% employer match about $247,446 at 4% or $164,964 at 6%.
Bernard D. Stein, M.D., P.A. | EIN 59-1951122 | 2016 Form 5500 Company Profile