Civic Intelligence

Gary M. Stevens, D.M.D.

Plan context: Gary M. Stevens, D.M.D. Profit Sharing Plan

EIN 61-0958599 • Bonita Springs, FL • 43 filings • 7 plans

26 8th StreetBonita Springs, FL 34134
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$4,045,462

2022 Contributions

$60,095

Historical Graphs

Total Assets Over Time

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

$4,045,462$2,022,731$0199920112021YearValue
$4,045,462Latest year 2021

Participants Over Time

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

1470199920102021YearValue
9Latest year 2021

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
202220$0$60,095-
Gary M. Stevens, D.M.D. Profit Sharing Plan-0$0$60,095-
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-0$0$0-
202129$4,045,462$159,930$17,770iApproximate average salary by contribution assumption: employee only about $444,250 at 4% or $296,167 at 6%; with 50% employer match about $296,167 at 4% or $197,444 at 6%; with 100% employer match about $222,125 at 4% or $148,083 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-9$2,300,350$108,444$12,049iApproximate average salary by contribution assumption: employee only about $301,233 at 4% or $200,822 at 6%; with 50% employer match about $200,822 at 4% or $133,881 at 6%; with 100% employer match about $150,617 at 4% or $100,411 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-7$1,745,112$51,486$7,355iApproximate average salary by contribution assumption: employee only about $183,879 at 4% or $122,586 at 6%; with 50% employer match about $122,586 at 4% or $81,724 at 6%; with 100% employer match about $91,939 at 4% or $61,293 at 6%.
2020211$3,766,980$239,522$21,775iApproximate average salary by contribution assumption: employee only about $544,368 at 4% or $362,912 at 6%; with 50% employer match about $362,912 at 4% or $241,941 at 6%; with 100% employer match about $272,184 at 4% or $181,456 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-11$2,102,385$156,154$14,196iApproximate average salary by contribution assumption: employee only about $354,895 at 4% or $236,597 at 6%; with 50% employer match about $236,597 at 4% or $157,731 at 6%; with 100% employer match about $177,448 at 4% or $118,298 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-11$1,664,595$83,368$7,579iApproximate average salary by contribution assumption: employee only about $189,473 at 4% or $126,315 at 6%; with 50% employer match about $126,315 at 4% or $84,210 at 6%; with 100% employer match about $94,736 at 4% or $63,158 at 6%.
2019211$3,431,628$187,890$17,081iApproximate average salary by contribution assumption: employee only about $427,023 at 4% or $284,682 at 6%; with 50% employer match about $284,682 at 4% or $189,788 at 6%; with 100% employer match about $213,511 at 4% or $142,341 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-11$1,881,818$128,543$11,686iApproximate average salary by contribution assumption: employee only about $292,143 at 4% or $194,762 at 6%; with 50% employer match about $194,762 at 4% or $129,841 at 6%; with 100% employer match about $146,072 at 4% or $97,381 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-10$1,549,810$59,347$5,935iApproximate average salary by contribution assumption: employee only about $148,368 at 4% or $98,912 at 6%; with 50% employer match about $98,912 at 4% or $65,941 at 6%; with 100% employer match about $74,184 at 4% or $49,456 at 6%.
2018213$3,095,820$161,433$12,418iApproximate average salary by contribution assumption: employee only about $310,448 at 4% or $206,965 at 6%; with 50% employer match about $206,965 at 4% or $137,977 at 6%; with 100% employer match about $155,224 at 4% or $103,483 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-13$1,652,072$70,706$5,439iApproximate average salary by contribution assumption: employee only about $135,973 at 4% or $90,649 at 6%; with 50% employer match about $90,649 at 4% or $60,432 at 6%; with 100% employer match about $67,987 at 4% or $45,324 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-9$1,443,748$90,727$10,081iApproximate average salary by contribution assumption: employee only about $252,019 at 4% or $168,013 at 6%; with 50% employer match about $168,013 at 4% or $112,009 at 6%; with 100% employer match about $126,010 at 4% or $84,006 at 6%.
2017214$3,248,979$243,066$17,362iApproximate average salary by contribution assumption: employee only about $434,046 at 4% or $289,364 at 6%; with 50% employer match about $289,364 at 4% or $192,910 at 6%; with 100% employer match about $217,023 at 4% or $144,682 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-14$1,830,190$146,550$10,468iApproximate average salary by contribution assumption: employee only about $261,696 at 4% or $174,464 at 6%; with 50% employer match about $174,464 at 4% or $116,310 at 6%; with 100% employer match about $130,848 at 4% or $87,232 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-12$1,418,789$96,516$8,043iApproximate average salary by contribution assumption: employee only about $201,075 at 4% or $134,050 at 6%; with 50% employer match about $134,050 at 4% or $89,367 at 6%; with 100% employer match about $100,538 at 4% or $67,025 at 6%.
2016212$2,890,027$367,994$30,666iApproximate average salary by contribution assumption: employee only about $766,654 at 4% or $511,103 at 6%; with 50% employer match about $511,103 at 4% or $340,735 at 6%; with 100% employer match about $383,327 at 4% or $255,551 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-12$1,611,858$137,994$11,500iApproximate average salary by contribution assumption: employee only about $287,488 at 4% or $191,658 at 6%; with 50% employer match about $191,658 at 4% or $127,772 at 6%; with 100% employer match about $143,744 at 4% or $95,829 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-10$1,278,169$230,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
2015211$2,517,396$283,531$25,776iApproximate average salary by contribution assumption: employee only about $644,389 at 4% or $429,592 at 6%; with 50% employer match about $429,592 at 4% or $286,395 at 6%; with 100% employer match about $322,194 at 4% or $214,796 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-11$1,455,756$129,007$11,728iApproximate average salary by contribution assumption: employee only about $293,198 at 4% or $195,465 at 6%; with 50% employer match about $195,465 at 4% or $130,310 at 6%; with 100% employer match about $146,599 at 4% or $97,733 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-11$1,061,640$154,524$14,048iApproximate average salary by contribution assumption: employee only about $351,191 at 4% or $234,127 at 6%; with 50% employer match about $234,127 at 4% or $156,085 at 6%; with 100% employer match about $175,595 at 4% or $117,064 at 6%.
2014210$2,238,236$202,563$20,256iApproximate average salary by contribution assumption: employee only about $506,408 at 4% or $337,605 at 6%; with 50% employer match about $337,605 at 4% or $225,070 at 6%; with 100% employer match about $253,204 at 4% or $168,803 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-10$1,332,025$111,028$11,103iApproximate average salary by contribution assumption: employee only about $277,570 at 4% or $185,047 at 6%; with 50% employer match about $185,047 at 4% or $123,364 at 6%; with 100% employer match about $138,785 at 4% or $92,523 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-10$906,211$91,535$9,154iApproximate average salary by contribution assumption: employee only about $228,838 at 4% or $152,558 at 6%; with 50% employer match about $152,558 at 4% or $101,706 at 6%; with 100% employer match about $114,419 at 4% or $76,279 at 6%.
2013210$2,002,131$193,894$19,389iApproximate average salary by contribution assumption: employee only about $484,735 at 4% or $323,157 at 6%; with 50% employer match about $323,157 at 4% or $215,438 at 6%; with 100% employer match about $242,368 at 4% or $161,578 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-10$1,196,857$105,474$10,547iApproximate average salary by contribution assumption: employee only about $263,685 at 4% or $175,790 at 6%; with 50% employer match about $175,790 at 4% or $117,193 at 6%; with 100% employer match about $131,843 at 4% or $87,895 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-10$805,274$88,420$8,842iApproximate average salary by contribution assumption: employee only about $221,050 at 4% or $147,367 at 6%; with 50% employer match about $147,367 at 4% or $98,244 at 6%; with 100% employer match about $110,525 at 4% or $73,683 at 6%.
2012210$1,748,017$175,611$17,561iApproximate average salary by contribution assumption: employee only about $439,027 at 4% or $292,685 at 6%; with 50% employer match about $292,685 at 4% or $195,123 at 6%; with 100% employer match about $219,514 at 4% or $146,343 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-10$1,050,051$93,787$9,379iApproximate average salary by contribution assumption: employee only about $234,468 at 4% or $156,312 at 6%; with 50% employer match about $156,312 at 4% or $104,208 at 6%; with 100% employer match about $117,234 at 4% or $78,156 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-8$697,966$81,824$10,228iApproximate average salary by contribution assumption: employee only about $255,700 at 4% or $170,467 at 6%; with 50% employer match about $170,467 at 4% or $113,644 at 6%; with 100% employer match about $127,850 at 4% or $85,233 at 6%.
201128$1,537,396$165,487$20,686iApproximate average salary by contribution assumption: employee only about $517,147 at 4% or $344,765 at 6%; with 50% employer match about $344,765 at 4% or $229,843 at 6%; with 100% employer match about $258,573 at 4% or $172,382 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-8$930,715$88,701$11,088iApproximate average salary by contribution assumption: employee only about $277,191 at 4% or $184,794 at 6%; with 50% employer match about $184,794 at 4% or $123,196 at 6%; with 100% employer match about $138,595 at 4% or $92,397 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-7$606,681$76,786$10,969iApproximate average salary by contribution assumption: employee only about $274,236 at 4% or $182,824 at 6%; with 50% employer match about $182,824 at 4% or $121,883 at 6%; with 100% employer match about $137,118 at 4% or $91,412 at 6%.
201029$1,383,791$173,168$19,241iApproximate average salary by contribution assumption: employee only about $481,022 at 4% or $320,681 at 6%; with 50% employer match about $320,681 at 4% or $213,788 at 6%; with 100% employer match about $240,511 at 4% or $160,341 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-9$849,096$95,211$10,579iApproximate average salary by contribution assumption: employee only about $264,475 at 4% or $176,317 at 6%; with 50% employer match about $176,317 at 4% or $117,544 at 6%; with 100% employer match about $132,238 at 4% or $88,158 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-9$534,695$77,957$8,662iApproximate average salary by contribution assumption: employee only about $216,547 at 4% or $144,365 at 6%; with 50% employer match about $144,365 at 4% or $96,243 at 6%; with 100% employer match about $108,274 at 4% or $72,182 at 6%.
2009210$1,187,335$163,316$16,332iApproximate average salary by contribution assumption: employee only about $408,290 at 4% or $272,193 at 6%; with 50% employer match about $272,193 at 4% or $181,462 at 6%; with 100% employer match about $204,145 at 4% or $136,097 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-10$737,368$83,612$8,361iApproximate average salary by contribution assumption: employee only about $209,030 at 4% or $139,353 at 6%; with 50% employer match about $139,353 at 4% or $92,902 at 6%; with 100% employer match about $104,515 at 4% or $69,677 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-9$449,967$79,704$8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
200829$986,595$144,601$16,067iApproximate average salary by contribution assumption: employee only about $401,669 at 4% or $267,780 at 6%; with 50% employer match about $267,780 at 4% or $178,520 at 6%; with 100% employer match about $200,835 at 4% or $133,890 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-9$628,105$71,167$7,907iApproximate average salary by contribution assumption: employee only about $197,686 at 4% or $131,791 at 6%; with 50% employer match about $131,791 at 4% or $87,860 at 6%; with 100% employer match about $98,843 at 4% or $65,895 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-9$358,490$73,434$8,159iApproximate average salary by contribution assumption: employee only about $203,983 at 4% or $135,989 at 6%; with 50% employer match about $135,989 at 4% or $90,659 at 6%; with 100% employer match about $101,992 at 4% or $67,994 at 6%.
200727$875,503$158,576$22,654iApproximate average salary by contribution assumption: employee only about $566,343 at 4% or $377,562 at 6%; with 50% employer match about $377,562 at 4% or $251,708 at 6%; with 100% employer match about $283,171 at 4% or $188,781 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-7$596,791$88,383$12,626iApproximate average salary by contribution assumption: employee only about $315,654 at 4% or $210,436 at 6%; with 50% employer match about $210,436 at 4% or $140,290 at 6%; with 100% employer match about $157,827 at 4% or $105,218 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-7$278,712$70,193$10,028iApproximate average salary by contribution assumption: employee only about $250,689 at 4% or $167,126 at 6%; with 50% employer match about $167,126 at 4% or $111,417 at 6%; with 100% employer match about $125,345 at 4% or $83,563 at 6%.
200626$693,572$146,210$24,368iApproximate average salary by contribution assumption: employee only about $609,208 at 4% or $406,139 at 6%; with 50% employer match about $406,139 at 4% or $270,759 at 6%; with 100% employer match about $304,604 at 4% or $203,069 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-6$493,326$79,786$13,298iApproximate average salary by contribution assumption: employee only about $332,442 at 4% or $221,628 at 6%; with 50% employer match about $221,628 at 4% or $147,752 at 6%; with 100% employer match about $166,221 at 4% or $110,814 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-6$200,246$66,424$11,071iApproximate average salary by contribution assumption: employee only about $276,767 at 4% or $184,511 at 6%; with 50% employer match about $184,511 at 4% or $123,007 at 6%; with 100% employer match about $138,383 at 4% or $92,256 at 6%.
200528$517,479$141,237$17,655iApproximate average salary by contribution assumption: employee only about $441,366 at 4% or $294,244 at 6%; with 50% employer match about $294,244 at 4% or $196,163 at 6%; with 100% employer match about $220,683 at 4% or $147,122 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-8$388,754$76,630$9,579iApproximate average salary by contribution assumption: employee only about $239,469 at 4% or $159,646 at 6%; with 50% employer match about $159,646 at 4% or $106,431 at 6%; with 100% employer match about $119,734 at 4% or $79,823 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-8$128,725$64,607$8,076iApproximate average salary by contribution assumption: employee only about $201,897 at 4% or $134,598 at 6%; with 50% employer match about $134,598 at 4% or $89,732 at 6%; with 100% employer match about $100,948 at 4% or $67,299 at 6%.
200427$363,841$113,585$16,226iApproximate average salary by contribution assumption: employee only about $405,661 at 4% or $270,440 at 6%; with 50% employer match about $270,440 at 4% or $180,294 at 6%; with 100% employer match about $202,830 at 4% or $135,220 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-7$301,009$50,753$7,250iApproximate average salary by contribution assumption: employee only about $181,261 at 4% or $120,840 at 6%; with 50% employer match about $120,840 at 4% or $80,560 at 6%; with 100% employer match about $90,630 at 4% or $60,420 at 6%.
Gary M. Stevens, D.M.D. Cash Balance Pension Plan-6$62,832$62,832$10,472iApproximate average salary by contribution assumption: employee only about $261,800 at 4% or $174,533 at 6%; with 50% employer match about $174,533 at 4% or $116,356 at 6%; with 100% employer match about $130,900 at 4% or $87,267 at 6%.
200315$242,531$47,366$9,473iApproximate average salary by contribution assumption: employee only about $236,830 at 4% or $157,887 at 6%; with 50% employer match about $157,887 at 4% or $105,258 at 6%; with 100% employer match about $118,415 at 4% or $78,943 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-5$242,531$47,366$9,473iApproximate average salary by contribution assumption: employee only about $236,830 at 4% or $157,887 at 6%; with 50% employer match about $157,887 at 4% or $105,258 at 6%; with 100% employer match about $118,415 at 4% or $78,943 at 6%.
200216$183,274$44,942$7,490iApproximate average salary by contribution assumption: employee only about $187,258 at 4% or $124,839 at 6%; with 50% employer match about $124,839 at 4% or $83,226 at 6%; with 100% employer match about $93,629 at 4% or $62,419 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-6$183,274$44,942$7,490iApproximate average salary by contribution assumption: employee only about $187,258 at 4% or $124,839 at 6%; with 50% employer match about $124,839 at 4% or $83,226 at 6%; with 100% employer match about $93,629 at 4% or $62,419 at 6%.
200116$148,936$39,979$6,663iApproximate average salary by contribution assumption: employee only about $166,579 at 4% or $111,053 at 6%; with 50% employer match about $111,053 at 4% or $74,035 at 6%; with 100% employer match about $83,290 at 4% or $55,526 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-6$148,936$39,979$6,663iApproximate average salary by contribution assumption: employee only about $166,579 at 4% or $111,053 at 6%; with 50% employer match about $111,053 at 4% or $74,035 at 6%; with 100% employer match about $83,290 at 4% or $55,526 at 6%.
200015$0$0-
Gary M. Stevens, D.M.D. Profit Sharing Plan-5---
199916$83,462$37,360$6,227iApproximate average salary by contribution assumption: employee only about $155,667 at 4% or $103,778 at 6%; with 50% employer match about $103,778 at 4% or $69,185 at 6%; with 100% employer match about $77,833 at 4% or $51,889 at 6%.
Gary M. Stevens, D.M.D. Profit Sharing Plan-6$83,462$37,360$6,227iApproximate average salary by contribution assumption: employee only about $155,667 at 4% or $103,778 at 6%; with 50% employer match about $103,778 at 4% or $69,185 at 6%; with 100% employer match about $77,833 at 4% or $51,889 at 6%.