Civic Intelligence

Dr. Stephen S. Phelan, DMD, P.A.

Plan context: Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement

EIN 63-0739572 • 15 filings • 3 plans

Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$3,923,294

2014 Contributions

$28,469

Historical Graphs

Total Assets Over Time

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

$3,923,294$1,961,647$0200320092013YearValue
$3,923,294Latest year 2013

Participants Over Time

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

1260200020072013YearValue
7Latest year 2013

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
201410$0$28,469-
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-0-$28,469-
201317$3,923,294$14,984$2,141iApproximate average salary by contribution assumption: employee only about $53,514 at 4% or $35,676 at 6%; with 50% employer match about $35,676 at 4% or $23,784 at 6%; with 100% employer match about $26,757 at 4% or $17,838 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-7$3,923,294$14,984$2,141iApproximate average salary by contribution assumption: employee only about $53,514 at 4% or $35,676 at 6%; with 50% employer match about $35,676 at 4% or $23,784 at 6%; with 100% employer match about $26,757 at 4% or $17,838 at 6%.
201218$3,760,866$32,697$4,087iApproximate average salary by contribution assumption: employee only about $102,178 at 4% or $68,119 at 6%; with 50% employer match about $68,119 at 4% or $45,413 at 6%; with 100% employer match about $51,089 at 4% or $34,059 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-8$3,760,866$32,697$4,087iApproximate average salary by contribution assumption: employee only about $102,178 at 4% or $68,119 at 6%; with 50% employer match about $68,119 at 4% or $45,413 at 6%; with 100% employer match about $51,089 at 4% or $34,059 at 6%.
201118$3,362,644$57,397$7,175iApproximate average salary by contribution assumption: employee only about $179,366 at 4% or $119,577 at 6%; with 50% employer match about $119,577 at 4% or $79,718 at 6%; with 100% employer match about $89,683 at 4% or $59,789 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-8$3,362,644$57,397$7,175iApproximate average salary by contribution assumption: employee only about $179,366 at 4% or $119,577 at 6%; with 50% employer match about $119,577 at 4% or $79,718 at 6%; with 100% employer match about $89,683 at 4% or $59,789 at 6%.
201019$3,318,157$49,878$5,542iApproximate average salary by contribution assumption: employee only about $138,550 at 4% or $92,367 at 6%; with 50% employer match about $92,367 at 4% or $61,578 at 6%; with 100% employer match about $69,275 at 4% or $46,183 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-9$3,318,157$49,878$5,542iApproximate average salary by contribution assumption: employee only about $138,550 at 4% or $92,367 at 6%; with 50% employer match about $92,367 at 4% or $61,578 at 6%; with 100% employer match about $69,275 at 4% or $46,183 at 6%.
200918$2,957,191$56,485$7,061iApproximate average salary by contribution assumption: employee only about $176,516 at 4% or $117,677 at 6%; with 50% employer match about $117,677 at 4% or $78,451 at 6%; with 100% employer match about $88,258 at 4% or $58,839 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-8$2,957,191$56,485$7,061iApproximate average salary by contribution assumption: employee only about $176,516 at 4% or $117,677 at 6%; with 50% employer match about $117,677 at 4% or $78,451 at 6%; with 100% employer match about $88,258 at 4% or $58,839 at 6%.
200819$0$0-
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-9---
200719$0$0-
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-9---
200619$2,864,869$71,981$7,998iApproximate average salary by contribution assumption: employee only about $199,947 at 4% or $133,298 at 6%; with 50% employer match about $133,298 at 4% or $88,865 at 6%; with 100% employer match about $99,974 at 4% or $66,649 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-9$2,864,869$71,981$7,998iApproximate average salary by contribution assumption: employee only about $199,947 at 4% or $133,298 at 6%; with 50% employer match about $133,298 at 4% or $88,865 at 6%; with 100% employer match about $99,974 at 4% or $66,649 at 6%.
200519$2,460,874$69,943$7,771iApproximate average salary by contribution assumption: employee only about $194,286 at 4% or $129,524 at 6%; with 50% employer match about $129,524 at 4% or $86,349 at 6%; with 100% employer match about $97,143 at 4% or $64,762 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-9$2,460,874$69,943$7,771iApproximate average salary by contribution assumption: employee only about $194,286 at 4% or $129,524 at 6%; with 50% employer match about $129,524 at 4% or $86,349 at 6%; with 100% employer match about $97,143 at 4% or $64,762 at 6%.
200418$2,207,234$65,644$8,206iApproximate average salary by contribution assumption: employee only about $205,138 at 4% or $136,758 at 6%; with 50% employer match about $136,758 at 4% or $91,172 at 6%; with 100% employer match about $102,569 at 4% or $68,379 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-8$2,207,234$65,644$8,206iApproximate average salary by contribution assumption: employee only about $205,138 at 4% or $136,758 at 6%; with 50% employer match about $136,758 at 4% or $91,172 at 6%; with 100% employer match about $102,569 at 4% or $68,379 at 6%.
2003110$1,896,812$57,571$5,757iApproximate average salary by contribution assumption: employee only about $143,928 at 4% or $95,952 at 6%; with 50% employer match about $95,952 at 4% or $63,968 at 6%; with 100% employer match about $71,964 at 4% or $47,976 at 6%.
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-10$1,896,812$57,571$5,757iApproximate average salary by contribution assumption: employee only about $143,928 at 4% or $95,952 at 6%; with 50% employer match about $95,952 at 4% or $63,968 at 6%; with 100% employer match about $71,964 at 4% or $47,976 at 6%.
200219$0$0-
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-9---
2001111$0$0-
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-11---
2000112$0$0-
Dr. Stephen Phelan, DMD, Pa 401K Profit Sharing & Trust Agreement-12---