Barry H. Stevens, D.D.S., P.A.
Plan context: Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan
EIN 59-3280332 • Jacksonville, FL • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,561,452
2024 Contributions
$81,355
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 | 1 | 4 | $1,561,452 | $81,355 | $20,339iApproximate average salary by contribution assumption: employee only about $508,469 at 4% or $338,979 at 6%; with 50% employer match about $338,979 at 4% or $225,986 at 6%; with 100% employer match about $254,234 at 4% or $169,490 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $1,561,452 | $81,355 | $20,339iApproximate average salary by contribution assumption: employee only about $508,469 at 4% or $338,979 at 6%; with 50% employer match about $338,979 at 4% or $225,986 at 6%; with 100% employer match about $254,234 at 4% or $169,490 at 6%. |
| 2023 | 1 | 5 | $1,325,833 | $35,978 | $7,196iApproximate average salary by contribution assumption: employee only about $179,890 at 4% or $119,927 at 6%; with 50% employer match about $119,927 at 4% or $79,951 at 6%; with 100% employer match about $89,945 at 4% or $59,963 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $1,325,833 | $35,978 | $7,196iApproximate average salary by contribution assumption: employee only about $179,890 at 4% or $119,927 at 6%; with 50% employer match about $119,927 at 4% or $79,951 at 6%; with 100% employer match about $89,945 at 4% or $59,963 at 6%. |
| 2022 | 1 | 6 | $1,164,268 | $72,630 | $12,105iApproximate average salary by contribution assumption: employee only about $302,625 at 4% or $201,750 at 6%; with 50% employer match about $201,750 at 4% or $134,500 at 6%; with 100% employer match about $151,313 at 4% or $100,875 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 6 | $1,164,268 | $72,630 | $12,105iApproximate average salary by contribution assumption: employee only about $302,625 at 4% or $201,750 at 6%; with 50% employer match about $201,750 at 4% or $134,500 at 6%; with 100% employer match about $151,313 at 4% or $100,875 at 6%. |
| 2021 | 1 | 7 | $1,221,643 | $67,116 | $9,588iApproximate average salary by contribution assumption: employee only about $239,700 at 4% or $159,800 at 6%; with 50% employer match about $159,800 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 7 | $1,221,643 | $67,116 | $9,588iApproximate average salary by contribution assumption: employee only about $239,700 at 4% or $159,800 at 6%; with 50% employer match about $159,800 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%. |
| 2020 | 1 | 6 | $1,028,435 | $65,222 | $10,870iApproximate average salary by contribution assumption: employee only about $271,758 at 4% or $181,172 at 6%; with 50% employer match about $181,172 at 4% or $120,781 at 6%; with 100% employer match about $135,879 at 4% or $90,586 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 6 | $1,028,435 | $65,222 | $10,870iApproximate average salary by contribution assumption: employee only about $271,758 at 4% or $181,172 at 6%; with 50% employer match about $181,172 at 4% or $120,781 at 6%; with 100% employer match about $135,879 at 4% or $90,586 at 6%. |
| 2019 | 1 | 7 | $820,419 | $62,527 | $8,932iApproximate average salary by contribution assumption: employee only about $223,311 at 4% or $148,874 at 6%; with 50% employer match about $148,874 at 4% or $99,249 at 6%; with 100% employer match about $111,655 at 4% or $74,437 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 7 | $820,419 | $62,527 | $8,932iApproximate average salary by contribution assumption: employee only about $223,311 at 4% or $148,874 at 6%; with 50% employer match about $148,874 at 4% or $99,249 at 6%; with 100% employer match about $111,655 at 4% or $74,437 at 6%. |
| 2018 | 1 | 5 | $1,185,204 | $62,260 | $12,452iApproximate average salary by contribution assumption: employee only about $311,300 at 4% or $207,533 at 6%; with 50% employer match about $207,533 at 4% or $138,356 at 6%; with 100% employer match about $155,650 at 4% or $103,767 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $1,185,204 | $62,260 | $12,452iApproximate average salary by contribution assumption: employee only about $311,300 at 4% or $207,533 at 6%; with 50% employer match about $207,533 at 4% or $138,356 at 6%; with 100% employer match about $155,650 at 4% or $103,767 at 6%. |
| 2017 | 1 | 5 | $1,103,479 | $61,068 | $12,214iApproximate average salary by contribution assumption: employee only about $305,340 at 4% or $203,560 at 6%; with 50% employer match about $203,560 at 4% or $135,707 at 6%; with 100% employer match about $152,670 at 4% or $101,780 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $1,103,479 | $61,068 | $12,214iApproximate average salary by contribution assumption: employee only about $305,340 at 4% or $203,560 at 6%; with 50% employer match about $203,560 at 4% or $135,707 at 6%; with 100% employer match about $152,670 at 4% or $101,780 at 6%. |
| 2016 | 1 | 4 | $999,092 | $9,877 | $2,469iApproximate average salary by contribution assumption: employee only about $61,731 at 4% or $41,154 at 6%; with 50% employer match about $41,154 at 4% or $27,436 at 6%; with 100% employer match about $30,866 at 4% or $20,577 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $999,092 | $9,877 | $2,469iApproximate average salary by contribution assumption: employee only about $61,731 at 4% or $41,154 at 6%; with 50% employer match about $41,154 at 4% or $27,436 at 6%; with 100% employer match about $30,866 at 4% or $20,577 at 6%. |
| 2015 | 1 | 4 | $957,911 | $61,397 | $15,349iApproximate average salary by contribution assumption: employee only about $383,731 at 4% or $255,821 at 6%; with 50% employer match about $255,821 at 4% or $170,547 at 6%; with 100% employer match about $191,866 at 4% or $127,910 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $957,911 | $61,397 | $15,349iApproximate average salary by contribution assumption: employee only about $383,731 at 4% or $255,821 at 6%; with 50% employer match about $255,821 at 4% or $170,547 at 6%; with 100% employer match about $191,866 at 4% or $127,910 at 6%. |
| 2014 | 1 | 4 | $878,544 | $79,356 | $19,839iApproximate average salary by contribution assumption: employee only about $495,975 at 4% or $330,650 at 6%; with 50% employer match about $330,650 at 4% or $220,433 at 6%; with 100% employer match about $247,988 at 4% or $165,325 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $878,544 | $79,356 | $19,839iApproximate average salary by contribution assumption: employee only about $495,975 at 4% or $330,650 at 6%; with 50% employer match about $330,650 at 4% or $220,433 at 6%; with 100% employer match about $247,988 at 4% or $165,325 at 6%. |
| 2013 | 1 | 4 | $801,889 | $8,292 | $2,073iApproximate average salary by contribution assumption: employee only about $51,825 at 4% or $34,550 at 6%; with 50% employer match about $34,550 at 4% or $23,033 at 6%; with 100% employer match about $25,913 at 4% or $17,275 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $801,889 | $8,292 | $2,073iApproximate average salary by contribution assumption: employee only about $51,825 at 4% or $34,550 at 6%; with 50% employer match about $34,550 at 4% or $23,033 at 6%; with 100% employer match about $25,913 at 4% or $17,275 at 6%. |
| 2012 | 1 | 5 | $765,155 | $55,433 | $11,087iApproximate average salary by contribution assumption: employee only about $277,165 at 4% or $184,777 at 6%; with 50% employer match about $184,777 at 4% or $123,184 at 6%; with 100% employer match about $138,583 at 4% or $92,388 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $765,155 | $55,433 | $11,087iApproximate average salary by contribution assumption: employee only about $277,165 at 4% or $184,777 at 6%; with 50% employer match about $184,777 at 4% or $123,184 at 6%; with 100% employer match about $138,583 at 4% or $92,388 at 6%. |
| 2011 | 1 | 6 | $682,781 | $55,874 | $9,312iApproximate average salary by contribution assumption: employee only about $232,808 at 4% or $155,206 at 6%; with 50% employer match about $155,206 at 4% or $103,470 at 6%; with 100% employer match about $116,404 at 4% or $77,603 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 6 | $682,781 | $55,874 | $9,312iApproximate average salary by contribution assumption: employee only about $232,808 at 4% or $155,206 at 6%; with 50% employer match about $155,206 at 4% or $103,470 at 6%; with 100% employer match about $116,404 at 4% or $77,603 at 6%. |
| 2010 | 1 | 5 | $643,839 | $57,471 | $11,494iApproximate average salary by contribution assumption: employee only about $287,355 at 4% or $191,570 at 6%; with 50% employer match about $191,570 at 4% or $127,713 at 6%; with 100% employer match about $143,678 at 4% or $95,785 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $643,839 | $57,471 | $11,494iApproximate average salary by contribution assumption: employee only about $287,355 at 4% or $191,570 at 6%; with 50% employer match about $191,570 at 4% or $127,713 at 6%; with 100% employer match about $143,678 at 4% or $95,785 at 6%. |
| 2009 | 1 | 5 | $525,158 | $50,446 | $10,089iApproximate average salary by contribution assumption: employee only about $252,230 at 4% or $168,153 at 6%; with 50% employer match about $168,153 at 4% or $112,102 at 6%; with 100% employer match about $126,115 at 4% or $84,077 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $525,158 | $50,446 | $10,089iApproximate average salary by contribution assumption: employee only about $252,230 at 4% or $168,153 at 6%; with 50% employer match about $168,153 at 4% or $112,102 at 6%; with 100% employer match about $126,115 at 4% or $84,077 at 6%. |
| 2008 | 1 | 4 | $394,684 | $57,107 | $14,277iApproximate average salary by contribution assumption: employee only about $356,919 at 4% or $237,946 at 6%; with 50% employer match about $237,946 at 4% or $158,631 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $394,684 | $57,107 | $14,277iApproximate average salary by contribution assumption: employee only about $356,919 at 4% or $237,946 at 6%; with 50% employer match about $237,946 at 4% or $158,631 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | - | - | - |
| 2006 | 1 | 5 | $514,330 | $38,973 | $7,795iApproximate average salary by contribution assumption: employee only about $194,865 at 4% or $129,910 at 6%; with 50% employer match about $129,910 at 4% or $86,607 at 6%; with 100% employer match about $97,433 at 4% or $64,955 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $514,330 | $38,973 | $7,795iApproximate average salary by contribution assumption: employee only about $194,865 at 4% or $129,910 at 6%; with 50% employer match about $129,910 at 4% or $86,607 at 6%; with 100% employer match about $97,433 at 4% or $64,955 at 6%. |
| 2005 | 1 | 5 | $418,281 | $34,720 | $6,944iApproximate average salary by contribution assumption: employee only about $173,600 at 4% or $115,733 at 6%; with 50% employer match about $115,733 at 4% or $77,156 at 6%; with 100% employer match about $86,800 at 4% or $57,867 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $418,281 | $34,720 | $6,944iApproximate average salary by contribution assumption: employee only about $173,600 at 4% or $115,733 at 6%; with 50% employer match about $115,733 at 4% or $77,156 at 6%; with 100% employer match about $86,800 at 4% or $57,867 at 6%. |
| 2004 | 1 | 4 | $354,400 | $45,503 | $11,376iApproximate average salary by contribution assumption: employee only about $284,394 at 4% or $189,596 at 6%; with 50% employer match about $189,596 at 4% or $126,397 at 6%; with 100% employer match about $142,197 at 4% or $94,798 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $354,400 | $45,503 | $11,376iApproximate average salary by contribution assumption: employee only about $284,394 at 4% or $189,596 at 6%; with 50% employer match about $189,596 at 4% or $126,397 at 6%; with 100% employer match about $142,197 at 4% or $94,798 at 6%. |
| 2003 | 1 | 4 | $274,143 | $44,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $274,143 | $44,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| 2002 | 1 | 4 | $204,550 | $44,850 | $11,213iApproximate average salary by contribution assumption: employee only about $280,313 at 4% or $186,875 at 6%; with 50% employer match about $186,875 at 4% or $124,583 at 6%; with 100% employer match about $140,156 at 4% or $93,438 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $204,550 | $44,850 | $11,213iApproximate average salary by contribution assumption: employee only about $280,313 at 4% or $186,875 at 6%; with 50% employer match about $186,875 at 4% or $124,583 at 6%; with 100% employer match about $140,156 at 4% or $93,438 at 6%. |
| 2001 | 1 | 4 | $196,544 | $38,900 | $9,725iApproximate average salary by contribution assumption: employee only about $243,125 at 4% or $162,083 at 6%; with 50% employer match about $162,083 at 4% or $108,056 at 6%; with 100% employer match about $121,563 at 4% or $81,042 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $196,544 | $38,900 | $9,725iApproximate average salary by contribution assumption: employee only about $243,125 at 4% or $162,083 at 6%; with 50% employer match about $162,083 at 4% or $108,056 at 6%; with 100% employer match about $121,563 at 4% or $81,042 at 6%. |
| 2000 | 1 | 5 | $165,600 | $37,610 | $7,522iApproximate average salary by contribution assumption: employee only about $188,050 at 4% or $125,367 at 6%; with 50% employer match about $125,367 at 4% or $83,578 at 6%; with 100% employer match about $94,025 at 4% or $62,683 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 5 | $165,600 | $37,610 | $7,522iApproximate average salary by contribution assumption: employee only about $188,050 at 4% or $125,367 at 6%; with 50% employer match about $125,367 at 4% or $83,578 at 6%; with 100% employer match about $94,025 at 4% or $62,683 at 6%. |
| 1999 | 1 | 4 | $123,641 | $38,100 | $9,525iApproximate average salary by contribution assumption: employee only about $238,125 at 4% or $158,750 at 6%; with 50% employer match about $158,750 at 4% or $105,833 at 6%; with 100% employer match about $119,063 at 4% or $79,375 at 6%. |
| Barry H. Stevens, D.D.S., P.A. Profit Sharing Retirement Plan | - | 4 | $123,641 | $38,100 | $9,525iApproximate average salary by contribution assumption: employee only about $238,125 at 4% or $158,750 at 6%; with 50% employer match about $158,750 at 4% or $105,833 at 6%; with 100% employer match about $119,063 at 4% or $79,375 at 6%. |