Civic Intelligence

Dr. Jeri L. Stull

Plan context: Dr. Jeri L. Stull Profit Sharing Plan

EIN 61-1336685 • Fort Thomas, KY • 37 filings • 6 plans

637 Highland AveFort Thomas, KY 41075
Current Snapshot

Latest Year

2021

2021 Participants

16

2021 Assets

$4,363,389

2021 Contributions

$181,740

Historical Graphs

Total Assets Over Time

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

$4,363,389$2,181,695$0199920112020YearValue
$4,363,389Latest year 2020

Participants Over Time

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

1680199920112020YearValue
16Latest year 2020

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
202120$0$0-
Stull Orthodontics Cash Balance Pension Plan-0$0$0-
Dr. Jeri L. Stull Profit Sharing Plan-0$0$0-
2020216$4,363,389$181,740$11,359iApproximate average salary by contribution assumption: employee only about $283,969 at 4% or $189,313 at 6%; with 50% employer match about $189,313 at 4% or $126,208 at 6%; with 100% employer match about $141,984 at 4% or $94,656 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-16$3,112,639$122,740$7,671iApproximate average salary by contribution assumption: employee only about $191,781 at 4% or $127,854 at 6%; with 50% employer match about $127,854 at 4% or $85,236 at 6%; with 100% employer match about $95,891 at 4% or $63,927 at 6%.
Stull Orthodontics Cash Balance Pension Plan-16$1,250,750$59,000$3,688iApproximate average salary by contribution assumption: employee only about $92,188 at 4% or $61,458 at 6%; with 50% employer match about $61,458 at 4% or $40,972 at 6%; with 100% employer match about $46,094 at 4% or $30,729 at 6%.
2019214$3,753,945$270,273$19,305iApproximate average salary by contribution assumption: employee only about $482,630 at 4% or $321,754 at 6%; with 50% employer match about $321,754 at 4% or $214,502 at 6%; with 100% employer match about $241,315 at 4% or $160,877 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-14$2,696,390$120,273$8,591iApproximate average salary by contribution assumption: employee only about $214,773 at 4% or $143,182 at 6%; with 50% employer match about $143,182 at 4% or $95,455 at 6%; with 100% employer match about $107,387 at 4% or $71,591 at 6%.
Stull Orthodontics Cash Balance Pension Plan-12$1,057,555$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2018213$2,844,029$245,754$18,904iApproximate average salary by contribution assumption: employee only about $472,604 at 4% or $315,069 at 6%; with 50% employer match about $315,069 at 4% or $210,046 at 6%; with 100% employer match about $236,302 at 4% or $157,535 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-13$2,072,116$113,754$8,750iApproximate average salary by contribution assumption: employee only about $218,758 at 4% or $145,838 at 6%; with 50% employer match about $145,838 at 4% or $97,226 at 6%; with 100% employer match about $109,379 at 4% or $72,919 at 6%.
Stull Orthodontics Cash Balance Pension Plan-13$771,913$132,000$10,154iApproximate average salary by contribution assumption: employee only about $253,846 at 4% or $169,231 at 6%; with 50% employer match about $169,231 at 4% or $112,821 at 6%; with 100% employer match about $126,923 at 4% or $84,615 at 6%.
2017215$3,049,223$329,144$21,943iApproximate average salary by contribution assumption: employee only about $548,573 at 4% or $365,716 at 6%; with 50% employer match about $365,716 at 4% or $243,810 at 6%; with 100% employer match about $274,287 at 4% or $182,858 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-15$2,372,262$208,144$13,876iApproximate average salary by contribution assumption: employee only about $346,907 at 4% or $231,271 at 6%; with 50% employer match about $231,271 at 4% or $154,181 at 6%; with 100% employer match about $173,453 at 4% or $115,636 at 6%.
Stull Orthodontics Cash Balance Pension Plan-13$676,961$121,000$9,308iApproximate average salary by contribution assumption: employee only about $232,692 at 4% or $155,128 at 6%; with 50% employer match about $155,128 at 4% or $103,419 at 6%; with 100% employer match about $116,346 at 4% or $77,564 at 6%.
2016215$2,845,179$198,928$13,262iApproximate average salary by contribution assumption: employee only about $331,547 at 4% or $221,031 at 6%; with 50% employer match about $221,031 at 4% or $147,354 at 6%; with 100% employer match about $165,773 at 4% or $110,516 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-15$1,892,542$88,926$5,928iApproximate average salary by contribution assumption: employee only about $148,210 at 4% or $98,807 at 6%; with 50% employer match about $98,807 at 4% or $65,871 at 6%; with 100% employer match about $74,105 at 4% or $49,403 at 6%.
Stull Orthodontics Cash Balance Pension Plan-13$952,637$110,002$8,462iApproximate average salary by contribution assumption: employee only about $211,542 at 4% or $141,028 at 6%; with 50% employer match about $141,028 at 4% or $94,019 at 6%; with 100% employer match about $105,771 at 4% or $70,514 at 6%.
2015215$2,477,543$239,223$15,948iApproximate average salary by contribution assumption: employee only about $398,705 at 4% or $265,803 at 6%; with 50% employer match about $265,803 at 4% or $177,202 at 6%; with 100% employer match about $199,353 at 4% or $132,902 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-15$1,695,140$109,223$7,282iApproximate average salary by contribution assumption: employee only about $182,038 at 4% or $121,359 at 6%; with 50% employer match about $121,359 at 4% or $80,906 at 6%; with 100% employer match about $91,019 at 4% or $60,679 at 6%.
Stull Orthodontics Cash Balance Pension Plan-13$782,403$130,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2014216$2,370,008$244,354$15,272iApproximate average salary by contribution assumption: employee only about $381,803 at 4% or $254,535 at 6%; with 50% employer match about $254,535 at 4% or $169,690 at 6%; with 100% employer match about $190,902 at 4% or $127,268 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-16$1,722,735$108,359$6,772iApproximate average salary by contribution assumption: employee only about $169,311 at 4% or $112,874 at 6%; with 50% employer match about $112,874 at 4% or $75,249 at 6%; with 100% employer match about $84,655 at 4% or $56,437 at 6%.
Stull Orthodontics Cash Balance Pension Plan-13$647,273$135,995$10,461iApproximate average salary by contribution assumption: employee only about $261,529 at 4% or $174,353 at 6%; with 50% employer match about $174,353 at 4% or $116,235 at 6%; with 100% employer match about $130,764 at 4% or $87,176 at 6%.
2013213$2,029,445$249,287$19,176iApproximate average salary by contribution assumption: employee only about $479,398 at 4% or $319,599 at 6%; with 50% employer match about $319,599 at 4% or $213,066 at 6%; with 100% employer match about $239,699 at 4% or $159,799 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-12$1,551,273$102,287$8,524iApproximate average salary by contribution assumption: employee only about $213,098 at 4% or $142,065 at 6%; with 50% employer match about $142,065 at 4% or $94,710 at 6%; with 100% employer match about $106,549 at 4% or $71,033 at 6%.
Stull Orthodontics Cash Balance Pension Plan-13$478,172$147,000$11,308iApproximate average salary by contribution assumption: employee only about $282,692 at 4% or $188,462 at 6%; with 50% employer match about $188,462 at 4% or $125,641 at 6%; with 100% employer match about $141,346 at 4% or $94,231 at 6%.
2012213$1,493,754$255,694$19,669iApproximate average salary by contribution assumption: employee only about $491,719 at 4% or $327,813 at 6%; with 50% employer match about $327,813 at 4% or $218,542 at 6%; with 100% employer match about $245,860 at 4% or $163,906 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-13$1,205,926$112,794$8,676iApproximate average salary by contribution assumption: employee only about $216,912 at 4% or $144,608 at 6%; with 50% employer match about $144,608 at 4% or $96,405 at 6%; with 100% employer match about $108,456 at 4% or $72,304 at 6%.
Stull Orthodontics Cash Balance Pension Plan-13$287,828$142,900$10,992iApproximate average salary by contribution assumption: employee only about $274,808 at 4% or $183,205 at 6%; with 50% employer match about $183,205 at 4% or $122,137 at 6%; with 100% employer match about $137,404 at 4% or $91,603 at 6%.
2011214$1,099,550$249,773$17,841iApproximate average salary by contribution assumption: employee only about $446,023 at 4% or $297,349 at 6%; with 50% employer match about $297,349 at 4% or $198,233 at 6%; with 100% employer match about $223,012 at 4% or $148,674 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-14$967,100$117,323$8,380iApproximate average salary by contribution assumption: employee only about $209,505 at 4% or $139,670 at 6%; with 50% employer match about $139,670 at 4% or $93,113 at 6%; with 100% employer match about $104,753 at 4% or $69,835 at 6%.
Stull Orthodontics Cash Balance Pension Plan-14$132,450$132,450$9,461iApproximate average salary by contribution assumption: employee only about $236,518 at 4% or $157,679 at 6%; with 50% employer match about $157,679 at 4% or $105,119 at 6%; with 100% employer match about $118,259 at 4% or $78,839 at 6%.
2010114$902,239$75,943$5,425iApproximate average salary by contribution assumption: employee only about $135,613 at 4% or $90,408 at 6%; with 50% employer match about $90,408 at 4% or $60,272 at 6%; with 100% employer match about $67,806 at 4% or $45,204 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-14$902,239$75,943$5,425iApproximate average salary by contribution assumption: employee only about $135,613 at 4% or $90,408 at 6%; with 50% employer match about $90,408 at 4% or $60,272 at 6%; with 100% employer match about $67,806 at 4% or $45,204 at 6%.
2009113$733,279$151,638$11,664iApproximate average salary by contribution assumption: employee only about $291,612 at 4% or $194,408 at 6%; with 50% employer match about $194,408 at 4% or $129,605 at 6%; with 100% employer match about $145,806 at 4% or $97,204 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-13$733,279$151,638$11,664iApproximate average salary by contribution assumption: employee only about $291,612 at 4% or $194,408 at 6%; with 50% employer match about $194,408 at 4% or $129,605 at 6%; with 100% employer match about $145,806 at 4% or $97,204 at 6%.
2008111$0$0-
Dr. Jeri L. Stull Profit Sharing Plan-11---
200710$0$9,785-
Dr. Jeri L. Stull Profit Sharing Plan-0-$9,785-
200610$388,029$62,136-
Dr. Jeri L. Stull Profit Sharing Plan-0$388,029$62,136-
200519$295,439$62,606$6,956iApproximate average salary by contribution assumption: employee only about $173,906 at 4% or $115,937 at 6%; with 50% employer match about $115,937 at 4% or $77,291 at 6%; with 100% employer match about $86,953 at 4% or $57,969 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-9$295,439$62,606$6,956iApproximate average salary by contribution assumption: employee only about $173,906 at 4% or $115,937 at 6%; with 50% employer match about $115,937 at 4% or $77,291 at 6%; with 100% employer match about $86,953 at 4% or $57,969 at 6%.
200416$223,151$52,537$8,756iApproximate average salary by contribution assumption: employee only about $218,904 at 4% or $145,936 at 6%; with 50% employer match about $145,936 at 4% or $97,291 at 6%; with 100% employer match about $109,452 at 4% or $72,968 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-6$223,151$52,537$8,756iApproximate average salary by contribution assumption: employee only about $218,904 at 4% or $145,936 at 6%; with 50% employer match about $145,936 at 4% or $97,291 at 6%; with 100% employer match about $109,452 at 4% or $72,968 at 6%.
200317$158,534$47,072$6,725iApproximate average salary by contribution assumption: employee only about $168,114 at 4% or $112,076 at 6%; with 50% employer match about $112,076 at 4% or $74,717 at 6%; with 100% employer match about $84,057 at 4% or $56,038 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-7$158,534$47,072$6,725iApproximate average salary by contribution assumption: employee only about $168,114 at 4% or $112,076 at 6%; with 50% employer match about $112,076 at 4% or $74,717 at 6%; with 100% employer match about $84,057 at 4% or $56,038 at 6%.
200225$0$0-
Dr. Jeri L. Stull Profit Sharing Plan-5---
Dr. Jeri L. Stull Pension Plan-0---
200115$50,240$21,873$4,375iApproximate average salary by contribution assumption: employee only about $109,365 at 4% or $72,910 at 6%; with 50% employer match about $72,910 at 4% or $48,607 at 6%; with 100% employer match about $54,683 at 4% or $36,455 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-5$50,240$21,873$4,375iApproximate average salary by contribution assumption: employee only about $109,365 at 4% or $72,910 at 6%; with 50% employer match about $72,910 at 4% or $48,607 at 6%; with 100% employer match about $54,683 at 4% or $36,455 at 6%.
200025$56,216$32,963$6,593iApproximate average salary by contribution assumption: employee only about $164,815 at 4% or $109,877 at 6%; with 50% employer match about $109,877 at 4% or $73,251 at 6%; with 100% employer match about $82,408 at 4% or $54,938 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-5$36,562$21,773$4,355iApproximate average salary by contribution assumption: employee only about $108,865 at 4% or $72,577 at 6%; with 50% employer match about $72,577 at 4% or $48,384 at 6%; with 100% employer match about $54,433 at 4% or $36,288 at 6%.
Dr. Jeri L. Stull Pension Plan-5$19,654$11,190$2,238iApproximate average salary by contribution assumption: employee only about $55,950 at 4% or $37,300 at 6%; with 50% employer match about $37,300 at 4% or $24,867 at 6%; with 100% employer match about $27,975 at 4% or $18,650 at 6%.
199925$34,460$31,029$6,206iApproximate average salary by contribution assumption: employee only about $155,145 at 4% or $103,430 at 6%; with 50% employer match about $103,430 at 4% or $68,953 at 6%; with 100% employer match about $77,573 at 4% or $51,715 at 6%.
Dr. Jeri L. Stull Profit Sharing Plan-5$22,068$19,752$3,950iApproximate average salary by contribution assumption: employee only about $98,760 at 4% or $65,840 at 6%; with 50% employer match about $65,840 at 4% or $43,893 at 6%; with 100% employer match about $49,380 at 4% or $32,920 at 6%.
Dr. Jeri L. Stull Pension Plan-5$12,392$11,277$2,255iApproximate average salary by contribution assumption: employee only about $56,385 at 4% or $37,590 at 6%; with 50% employer match about $37,590 at 4% or $25,060 at 6%; with 100% employer match about $28,193 at 4% or $18,795 at 6%.