Stephen H. Dunn, D.D.S., P.A.
Plan context: Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan
EIN 59-2931812 • Ocala, FL • 40 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$10,755,909
2024 Contributions
$560,433
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 27 | $10,755,909 | $560,433 | $20,757iApproximate average salary by contribution assumption: employee only about $518,919 at 4% or $345,946 at 6%; with 50% employer match about $345,946 at 4% or $230,631 at 6%; with 100% employer match about $259,460 at 4% or $172,973 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 27 | $5,577,645 | $310,433 | $11,498iApproximate average salary by contribution assumption: employee only about $287,438 at 4% or $191,625 at 6%; with 50% employer match about $191,625 at 4% or $127,750 at 6%; with 100% employer match about $143,719 at 4% or $95,813 at 6%. |
| STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | - | 22 | $5,178,264 | $250,000 | $11,364iApproximate average salary by contribution assumption: employee only about $284,091 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,045 at 4% or $94,697 at 6%. |
| 2023 | 2 | 28 | $9,703,066 | $652,077 | $23,288iApproximate average salary by contribution assumption: employee only about $582,212 at 4% or $388,141 at 6%; with 50% employer match about $388,141 at 4% or $258,761 at 6%; with 100% employer match about $291,106 at 4% or $194,071 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 28 | $5,136,471 | $320,077 | $11,431iApproximate average salary by contribution assumption: employee only about $285,783 at 4% or $190,522 at 6%; with 50% employer match about $190,522 at 4% or $127,015 at 6%; with 100% employer match about $142,892 at 4% or $95,261 at 6%. |
| STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | - | 18 | $4,566,595 | $332,000 | $18,444iApproximate average salary by contribution assumption: employee only about $461,111 at 4% or $307,407 at 6%; with 50% employer match about $307,407 at 4% or $204,938 at 6%; with 100% employer match about $230,556 at 4% or $153,704 at 6%. |
| 2022 | 2 | 30 | $8,431,862 | $632,691 | $21,090iApproximate average salary by contribution assumption: employee only about $527,243 at 4% or $351,495 at 6%; with 50% employer match about $351,495 at 4% or $234,330 at 6%; with 100% employer match about $263,621 at 4% or $175,748 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 30 | $4,348,281 | $302,691 | $10,090iApproximate average salary by contribution assumption: employee only about $252,243 at 4% or $168,162 at 6%; with 50% employer match about $168,162 at 4% or $112,108 at 6%; with 100% employer match about $126,121 at 4% or $84,081 at 6%. |
| STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | - | 22 | $4,083,581 | $330,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2021 | 2 | 35 | $8,200,591 | $636,711 | $18,192iApproximate average salary by contribution assumption: employee only about $454,794 at 4% or $303,196 at 6%; with 50% employer match about $303,196 at 4% or $202,130 at 6%; with 100% employer match about $227,397 at 4% or $151,598 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 35 | $4,400,525 | $306,711 | $8,763iApproximate average salary by contribution assumption: employee only about $219,079 at 4% or $146,053 at 6%; with 50% employer match about $146,053 at 4% or $97,369 at 6%; with 100% employer match about $109,540 at 4% or $73,026 at 6%. |
| STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | - | 25 | $3,800,066 | $330,000 | $13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%. |
| 2020 | 2 | 36 | $6,854,083 | $584,689 | $16,241iApproximate average salary by contribution assumption: employee only about $406,034 at 4% or $270,689 at 6%; with 50% employer match about $270,689 at 4% or $180,460 at 6%; with 100% employer match about $203,017 at 4% or $135,345 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 36 | $3,717,946 | $254,689 | $7,075iApproximate average salary by contribution assumption: employee only about $176,867 at 4% or $117,912 at 6%; with 50% employer match about $117,912 at 4% or $78,608 at 6%; with 100% employer match about $88,434 at 4% or $58,956 at 6%. |
| STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | - | 21 | $3,136,137 | $330,000 | $15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%. |
| 2019 | 2 | 33 | $5,938,235 | $615,574 | $18,654iApproximate average salary by contribution assumption: employee only about $466,344 at 4% or $310,896 at 6%; with 50% employer match about $310,896 at 4% or $207,264 at 6%; with 100% employer match about $233,172 at 4% or $155,448 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 33 | $3,307,126 | $285,574 | $8,654iApproximate average salary by contribution assumption: employee only about $216,344 at 4% or $144,229 at 6%; with 50% employer match about $144,229 at 4% or $96,153 at 6%; with 100% employer match about $108,172 at 4% or $72,115 at 6%. |
| STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | - | 24 | $2,631,109 | $330,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2018 | 2 | 35 | $4,804,844 | $586,409 | $16,755iApproximate average salary by contribution assumption: employee only about $418,864 at 4% or $279,242 at 6%; with 50% employer match about $279,242 at 4% or $186,162 at 6%; with 100% employer match about $209,432 at 4% or $139,621 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 35 | $2,693,400 | $256,409 | $7,326iApproximate average salary by contribution assumption: employee only about $183,149 at 4% or $122,100 at 6%; with 50% employer match about $122,100 at 4% or $81,400 at 6%; with 100% employer match about $91,575 at 4% or $61,050 at 6%. |
| STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | - | 28 | $2,111,444 | $330,000 | $11,786iApproximate average salary by contribution assumption: employee only about $294,643 at 4% or $196,429 at 6%; with 50% employer match about $196,429 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%. |
| 2017 | 2 | 29 | $4,600,814 | $461,513 | $15,914iApproximate average salary by contribution assumption: employee only about $397,856 at 4% or $265,237 at 6%; with 50% employer match about $265,237 at 4% or $176,825 at 6%; with 100% employer match about $198,928 at 4% or $132,619 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 29 | $2,686,499 | $131,513 | $4,535iApproximate average salary by contribution assumption: employee only about $113,373 at 4% or $75,582 at 6%; with 50% employer match about $75,582 at 4% or $50,388 at 6%; with 100% employer match about $56,687 at 4% or $37,791 at 6%. |
| STEPHEN H. DUNN, D.D.S., P.A. CASH BALANCE PLAN | - | 25 | $1,914,315 | $330,000 | $13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%. |
| 2016 | 2 | 27 | $3,809,728 | $495,070 | $18,336iApproximate average salary by contribution assumption: employee only about $458,398 at 4% or $305,599 at 6%; with 50% employer match about $305,599 at 4% or $203,733 at 6%; with 100% employer match about $229,199 at 4% or $152,799 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 27 | $2,321,566 | $198,070 | $7,336iApproximate average salary by contribution assumption: employee only about $183,398 at 4% or $122,265 at 6%; with 50% employer match about $122,265 at 4% or $81,510 at 6%; with 100% employer match about $91,699 at 4% or $61,133 at 6%. |
| STEPHEN H. DUNN, D.D.S, P.A. CASH BALANCE PLAN | - | 23 | $1,488,162 | $297,000 | $12,913iApproximate average salary by contribution assumption: employee only about $322,826 at 4% or $215,217 at 6%; with 50% employer match about $215,217 at 4% or $143,478 at 6%; with 100% employer match about $161,413 at 4% or $107,609 at 6%. |
| 2015 | 2 | 24 | $3,052,037 | $388,915 | $16,205iApproximate average salary by contribution assumption: employee only about $405,120 at 4% or $270,080 at 6%; with 50% employer match about $270,080 at 4% or $180,053 at 6%; with 100% employer match about $202,560 at 4% or $135,040 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 24 | $1,922,797 | $103,915 | $4,330iApproximate average salary by contribution assumption: employee only about $108,245 at 4% or $72,163 at 6%; with 50% employer match about $72,163 at 4% or $48,109 at 6%; with 100% employer match about $54,122 at 4% or $36,082 at 6%. |
| STEPHEN H. DUNN, D.D.S, P.A. CASH BALANCE PLAN | - | 22 | $1,129,240 | $285,000 | $12,955iApproximate average salary by contribution assumption: employee only about $323,864 at 4% or $215,909 at 6%; with 50% employer match about $215,909 at 4% or $143,939 at 6%; with 100% employer match about $161,932 at 4% or $107,955 at 6%. |
| 2014 | 2 | 20 | $2,756,932 | $371,310 | $18,566iApproximate average salary by contribution assumption: employee only about $464,138 at 4% or $309,425 at 6%; with 50% employer match about $309,425 at 4% or $206,283 at 6%; with 100% employer match about $232,069 at 4% or $154,713 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 20 | $1,898,353 | $103,280 | $5,164iApproximate average salary by contribution assumption: employee only about $129,100 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,033 at 6%. |
| STEPHEN H. DUNN, D.D.S, P.A. CASH BALANCE PLAN | - | 18 | $858,579 | $268,030 | $14,891iApproximate average salary by contribution assumption: employee only about $372,264 at 4% or $248,176 at 6%; with 50% employer match about $248,176 at 4% or $165,451 at 6%; with 100% employer match about $186,132 at 4% or $124,088 at 6%. |
| 2013 | 2 | 20 | $2,347,477 | $14,201 | $710iApproximate average salary by contribution assumption: employee only about $17,751 at 4% or $11,834 at 6%; with 50% employer match about $11,834 at 4% or $7,889 at 6%; with 100% employer match about $8,876 at 4% or $5,917 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 20 | $1,769,257 | $14,201 | $710iApproximate average salary by contribution assumption: employee only about $17,751 at 4% or $11,834 at 6%; with 50% employer match about $11,834 at 4% or $7,889 at 6%; with 100% employer match about $8,876 at 4% or $5,917 at 6%. |
| STEPHEN H. DUNN, D.D.S, P.A. CASH BALANCE PLAN | - | 18 | $578,220 | $0 | - |
| 2012 | 2 | 22 | $2,343,298 | $408,564 | $18,571iApproximate average salary by contribution assumption: employee only about $464,277 at 4% or $309,518 at 6%; with 50% employer match about $309,518 at 4% or $206,345 at 6%; with 100% employer match about $232,139 at 4% or $154,759 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 22 | $1,772,669 | $120,224 | $5,465iApproximate average salary by contribution assumption: employee only about $136,618 at 4% or $91,079 at 6%; with 50% employer match about $91,079 at 4% or $60,719 at 6%; with 100% employer match about $68,309 at 4% or $45,539 at 6%. |
| STEPHEN H. DUNN, D.D.S, P.A. CASH BALANCE PLAN | - | 18 | $570,629 | $288,340 | $16,019iApproximate average salary by contribution assumption: employee only about $400,472 at 4% or $266,981 at 6%; with 50% employer match about $266,981 at 4% or $177,988 at 6%; with 100% employer match about $200,236 at 4% or $133,491 at 6%. |
| 2011 | 3 | 22 | $1,834,528 | $357,446 | $16,248iApproximate average salary by contribution assumption: employee only about $406,189 at 4% or $270,792 at 6%; with 50% employer match about $270,792 at 4% or $180,528 at 6%; with 100% employer match about $203,094 at 4% or $135,396 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 22 | $1,550,265 | $73,183 | $3,327iApproximate average salary by contribution assumption: employee only about $83,163 at 4% or $55,442 at 6%; with 50% employer match about $55,442 at 4% or $36,961 at 6%; with 100% employer match about $41,581 at 4% or $27,721 at 6%. |
| STEPHEN H. DUNN, D.D.S, P.A. CASH BALANCE PLAN | - | 20 | $284,263 | $284,263 | $14,213iApproximate average salary by contribution assumption: employee only about $355,329 at 4% or $236,886 at 6%; with 50% employer match about $236,886 at 4% or $157,924 at 6%; with 100% employer match about $177,664 at 4% or $118,443 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | - | $0 | - | - |
| 2010 | 1 | 14 | $1,427,220 | $122,556 | $8,754iApproximate average salary by contribution assumption: employee only about $218,850 at 4% or $145,900 at 6%; with 50% employer match about $145,900 at 4% or $97,267 at 6%; with 100% employer match about $109,425 at 4% or $72,950 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 14 | $1,427,220 | $122,556 | $8,754iApproximate average salary by contribution assumption: employee only about $218,850 at 4% or $145,900 at 6%; with 50% employer match about $145,900 at 4% or $97,267 at 6%; with 100% employer match about $109,425 at 4% or $72,950 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | - | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 12 | $1,181,175 | $137,991 | $11,499iApproximate average salary by contribution assumption: employee only about $287,481 at 4% or $191,654 at 6%; with 50% employer match about $191,654 at 4% or $127,769 at 6%; with 100% employer match about $143,741 at 4% or $95,827 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 12 | $1,181,175 | $137,991 | $11,499iApproximate average salary by contribution assumption: employee only about $287,481 at 4% or $191,654 at 6%; with 50% employer match about $191,654 at 4% or $127,769 at 6%; with 100% employer match about $143,741 at 4% or $95,827 at 6%. |
| 2005 | 1 | 8 | $924,821 | $135,039 | $16,880iApproximate average salary by contribution assumption: employee only about $421,997 at 4% or $281,331 at 6%; with 50% employer match about $281,331 at 4% or $187,554 at 6%; with 100% employer match about $210,998 at 4% or $140,666 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 8 | $924,821 | $135,039 | $16,880iApproximate average salary by contribution assumption: employee only about $421,997 at 4% or $281,331 at 6%; with 50% employer match about $281,331 at 4% or $187,554 at 6%; with 100% employer match about $210,998 at 4% or $140,666 at 6%. |
| 2004 | 1 | 7 | $741,631 | $100,114 | $14,302iApproximate average salary by contribution assumption: employee only about $357,550 at 4% or $238,367 at 6%; with 50% employer match about $238,367 at 4% or $158,911 at 6%; with 100% employer match about $178,775 at 4% or $119,183 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 7 | $741,631 | $100,114 | $14,302iApproximate average salary by contribution assumption: employee only about $357,550 at 4% or $238,367 at 6%; with 50% employer match about $238,367 at 4% or $158,911 at 6%; with 100% employer match about $178,775 at 4% or $119,183 at 6%. |
| 2003 | 1 | 9 | $0 | $0 | - |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 1999 | 1 | 9 | $297,834 | $52,882 | $5,876iApproximate average salary by contribution assumption: employee only about $146,894 at 4% or $97,930 at 6%; with 50% employer match about $97,930 at 4% or $65,286 at 6%; with 100% employer match about $73,447 at 4% or $48,965 at 6%. |
| Stephen H. Dunn, D.D.S., P.A. 401(K) Profit Sharing Plan | - | 9 | $297,834 | $52,882 | $5,876iApproximate average salary by contribution assumption: employee only about $146,894 at 4% or $97,930 at 6%; with 50% employer match about $97,930 at 4% or $65,286 at 6%; with 100% employer match about $73,447 at 4% or $48,965 at 6%. |