P. Dee G Stephenson MD Pa
Plan context: P. Dee G Stephenson M.D. P.A. 401(K) Psp
EIN 65-0058943 • Venice, FL • 38 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,044,820
2024 Contributions
$193,560
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 | 8 | $3,044,820 | $193,560 | $24,195iApproximate average salary by contribution assumption: employee only about $604,875 at 4% or $403,250 at 6%; with 50% employer match about $403,250 at 4% or $268,833 at 6%; with 100% employer match about $302,438 at 4% or $201,625 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 8 | $2,232,933 | $89,560 | $11,195iApproximate average salary by contribution assumption: employee only about $279,875 at 4% or $186,583 at 6%; with 50% employer match about $186,583 at 4% or $124,389 at 6%; with 100% employer match about $139,938 at 4% or $93,292 at 6%. |
| P. DEE G STEPHENSON MD PA CASH BALANCE PLAN | - | 7 | $811,887 | $104,000 | $14,857iApproximate average salary by contribution assumption: employee only about $371,429 at 4% or $247,619 at 6%; with 50% employer match about $247,619 at 4% or $165,079 at 6%; with 100% employer match about $185,714 at 4% or $123,810 at 6%. |
| 2023 | 2 | 7 | $2,574,988 | $192,970 | $27,567iApproximate average salary by contribution assumption: employee only about $689,179 at 4% or $459,452 at 6%; with 50% employer match about $459,452 at 4% or $306,302 at 6%; with 100% employer match about $344,589 at 4% or $229,726 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 7 | $1,936,845 | $79,970 | $11,424iApproximate average salary by contribution assumption: employee only about $285,607 at 4% or $190,405 at 6%; with 50% employer match about $190,405 at 4% or $126,937 at 6%; with 100% employer match about $142,804 at 4% or $95,202 at 6%. |
| P. DEE G STEPHENSON MD PA CASH BALANCE PLAN | - | 7 | $638,143 | $113,000 | $16,143iApproximate average salary by contribution assumption: employee only about $403,571 at 4% or $269,048 at 6%; with 50% employer match about $269,048 at 4% or $179,365 at 6%; with 100% employer match about $201,786 at 4% or $134,524 at 6%. |
| 2022 | 2 | 7 | $2,101,235 | $214,414 | $30,631iApproximate average salary by contribution assumption: employee only about $765,764 at 4% or $510,510 at 6%; with 50% employer match about $510,510 at 4% or $340,340 at 6%; with 100% employer match about $382,882 at 4% or $255,255 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 7 | $1,634,711 | $86,172 | $12,310iApproximate average salary by contribution assumption: employee only about $307,757 at 4% or $205,171 at 6%; with 50% employer match about $205,171 at 4% or $136,781 at 6%; with 100% employer match about $153,879 at 4% or $102,586 at 6%. |
| P. DEE G STEPHENSON MD PA CASH BALANCE PLAN | - | 7 | $466,524 | $128,242 | $18,320iApproximate average salary by contribution assumption: employee only about $458,007 at 4% or $305,338 at 6%; with 50% employer match about $305,338 at 4% or $203,559 at 6%; with 100% employer match about $229,004 at 4% or $152,669 at 6%. |
| 2021 | 2 | 8 | $2,229,456 | $187,912 | $23,489iApproximate average salary by contribution assumption: employee only about $587,225 at 4% or $391,483 at 6%; with 50% employer match about $391,483 at 4% or $260,989 at 6%; with 100% employer match about $293,613 at 4% or $195,742 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 8 | $1,818,831 | $87,912 | $10,989iApproximate average salary by contribution assumption: employee only about $274,725 at 4% or $183,150 at 6%; with 50% employer match about $183,150 at 4% or $122,100 at 6%; with 100% employer match about $137,363 at 4% or $91,575 at 6%. |
| P. DEE G STEPHENSON MD PA CASH BALANCE PLAN | - | 7 | $410,625 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2020 | 2 | 8 | $1,835,403 | $176,556 | $22,070iApproximate average salary by contribution assumption: employee only about $551,738 at 4% or $367,825 at 6%; with 50% employer match about $367,825 at 4% or $245,217 at 6%; with 100% employer match about $275,869 at 4% or $183,913 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 8 | $1,568,308 | $76,556 | $9,570iApproximate average salary by contribution assumption: employee only about $239,238 at 4% or $159,492 at 6%; with 50% employer match about $159,492 at 4% or $106,328 at 6%; with 100% employer match about $119,619 at 4% or $79,746 at 6%. |
| P. DEE G STEPHENSON MD PA CASH BALANCE PLAN | - | 6 | $267,095 | $100,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2019 | 2 | 8 | $1,468,819 | $156,325 | $19,541iApproximate average salary by contribution assumption: employee only about $488,516 at 4% or $325,677 at 6%; with 50% employer match about $325,677 at 4% or $217,118 at 6%; with 100% employer match about $244,258 at 4% or $162,839 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 8 | $1,311,595 | $76,325 | $9,541iApproximate average salary by contribution assumption: employee only about $238,516 at 4% or $159,010 at 6%; with 50% employer match about $159,010 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,505 at 6%. |
| P. DEE G STEPHENSON MD PA CASH BALANCE PLAN | - | 7 | $157,224 | $80,000 | $11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%. |
| 2018 | 2 | 7 | $1,121,101 | $148,342 | $21,192iApproximate average salary by contribution assumption: employee only about $529,793 at 4% or $353,195 at 6%; with 50% employer match about $353,195 at 4% or $235,463 at 6%; with 100% employer match about $264,896 at 4% or $176,598 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 7 | $1,049,077 | $73,342 | $10,477iApproximate average salary by contribution assumption: employee only about $261,936 at 4% or $174,624 at 6%; with 50% employer match about $174,624 at 4% or $116,416 at 6%; with 100% employer match about $130,968 at 4% or $87,312 at 6%. |
| P. DEE G STEPHENSON MD PA CASH BALANCE PLAN | - | 6 | $72,024 | $75,000 | $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%. |
| 2017 | 1 | 8 | $1,010,490 | $47,122 | $5,890iApproximate average salary by contribution assumption: employee only about $147,256 at 4% or $98,171 at 6%; with 50% employer match about $98,171 at 4% or $65,447 at 6%; with 100% employer match about $73,628 at 4% or $49,085 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 8 | $1,010,490 | $47,122 | $5,890iApproximate average salary by contribution assumption: employee only about $147,256 at 4% or $98,171 at 6%; with 50% employer match about $98,171 at 4% or $65,447 at 6%; with 100% employer match about $73,628 at 4% or $49,085 at 6%. |
| 2016 | 1 | 6 | $844,293 | $37,984 | $6,331iApproximate average salary by contribution assumption: employee only about $158,267 at 4% or $105,511 at 6%; with 50% employer match about $105,511 at 4% or $70,341 at 6%; with 100% employer match about $79,133 at 4% or $52,756 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | $844,293 | $37,984 | $6,331iApproximate average salary by contribution assumption: employee only about $158,267 at 4% or $105,511 at 6%; with 50% employer match about $105,511 at 4% or $70,341 at 6%; with 100% employer match about $79,133 at 4% or $52,756 at 6%. |
| 2015 | 1 | 6 | $821,781 | $41,581 | $6,930iApproximate average salary by contribution assumption: employee only about $173,254 at 4% or $115,503 at 6%; with 50% employer match about $115,503 at 4% or $77,002 at 6%; with 100% employer match about $86,627 at 4% or $57,751 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | $821,781 | $41,581 | $6,930iApproximate average salary by contribution assumption: employee only about $173,254 at 4% or $115,503 at 6%; with 50% employer match about $115,503 at 4% or $77,002 at 6%; with 100% employer match about $86,627 at 4% or $57,751 at 6%. |
| 2014 | 1 | 6 | $799,198 | $50,556 | $8,426iApproximate average salary by contribution assumption: employee only about $210,650 at 4% or $140,433 at 6%; with 50% employer match about $140,433 at 4% or $93,622 at 6%; with 100% employer match about $105,325 at 4% or $70,217 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | $799,198 | $50,556 | $8,426iApproximate average salary by contribution assumption: employee only about $210,650 at 4% or $140,433 at 6%; with 50% employer match about $140,433 at 4% or $93,622 at 6%; with 100% employer match about $105,325 at 4% or $70,217 at 6%. |
| 2013 | 1 | 5 | $784,865 | $42,297 | $8,459iApproximate average salary by contribution assumption: employee only about $211,485 at 4% or $140,990 at 6%; with 50% employer match about $140,990 at 4% or $93,993 at 6%; with 100% employer match about $105,743 at 4% or $70,495 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 5 | $784,865 | $42,297 | $8,459iApproximate average salary by contribution assumption: employee only about $211,485 at 4% or $140,990 at 6%; with 50% employer match about $140,990 at 4% or $93,993 at 6%; with 100% employer match about $105,743 at 4% or $70,495 at 6%. |
| 2012 | 1 | 4 | $685,293 | $37,330 | $9,333iApproximate average salary by contribution assumption: employee only about $233,313 at 4% or $155,542 at 6%; with 50% employer match about $155,542 at 4% or $103,694 at 6%; with 100% employer match about $116,656 at 4% or $77,771 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 4 | $685,293 | $37,330 | $9,333iApproximate average salary by contribution assumption: employee only about $233,313 at 4% or $155,542 at 6%; with 50% employer match about $155,542 at 4% or $103,694 at 6%; with 100% employer match about $116,656 at 4% or $77,771 at 6%. |
| 2011 | 1 | 5 | $611,026 | $37,395 | $7,479iApproximate average salary by contribution assumption: employee only about $186,975 at 4% or $124,650 at 6%; with 50% employer match about $124,650 at 4% or $83,100 at 6%; with 100% employer match about $93,488 at 4% or $62,325 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 5 | $611,026 | $37,395 | $7,479iApproximate average salary by contribution assumption: employee only about $186,975 at 4% or $124,650 at 6%; with 50% employer match about $124,650 at 4% or $83,100 at 6%; with 100% employer match about $93,488 at 4% or $62,325 at 6%. |
| 2010 | 1 | 5 | $604,202 | $39,169 | $7,834iApproximate average salary by contribution assumption: employee only about $195,845 at 4% or $130,563 at 6%; with 50% employer match about $130,563 at 4% or $87,042 at 6%; with 100% employer match about $97,923 at 4% or $65,282 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 5 | $604,202 | $39,169 | $7,834iApproximate average salary by contribution assumption: employee only about $195,845 at 4% or $130,563 at 6%; with 50% employer match about $130,563 at 4% or $87,042 at 6%; with 100% employer match about $97,923 at 4% or $65,282 at 6%. |
| 2009 | 1 | 6 | $504,889 | $36,012 | $6,002iApproximate average salary by contribution assumption: employee only about $150,050 at 4% or $100,033 at 6%; with 50% employer match about $100,033 at 4% or $66,689 at 6%; with 100% employer match about $75,025 at 4% or $50,017 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | $504,889 | $36,012 | $6,002iApproximate average salary by contribution assumption: employee only about $150,050 at 4% or $100,033 at 6%; with 50% employer match about $100,033 at 4% or $66,689 at 6%; with 100% employer match about $75,025 at 4% or $50,017 at 6%. |
| 2008 | 1 | 5 | $381,664 | $30,682 | $6,136iApproximate average salary by contribution assumption: employee only about $153,410 at 4% or $102,273 at 6%; with 50% employer match about $102,273 at 4% or $68,182 at 6%; with 100% employer match about $76,705 at 4% or $51,137 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 5 | $381,664 | $30,682 | $6,136iApproximate average salary by contribution assumption: employee only about $153,410 at 4% or $102,273 at 6%; with 50% employer match about $102,273 at 4% or $68,182 at 6%; with 100% employer match about $76,705 at 4% or $51,137 at 6%. |
| 2007 | 1 | 5 | $431,358 | $0 | - |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 5 | $431,358 | - | - |
| 2006 | 1 | 6 | $423,192 | $0 | - |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | $423,192 | - | - |
| 2005 | 1 | 5 | $424,226 | $0 | - |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 5 | $424,226 | - | - |
| 2004 | 1 | 6 | $431,444 | $3,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | $431,444 | $3,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2003 | 2 | 6 | $385,251 | $6,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | $385,251 | $6,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| P. Dee G. Stephenson MD, Pa Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 6 | $313,179 | $52,000 | $8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%. |
| P. Dee G. Stephenson MD, Pa Money Purchase Pension Plan | - | 6 | $172,637 | $29,295 | $4,883iApproximate average salary by contribution assumption: employee only about $122,063 at 4% or $81,375 at 6%; with 50% employer match about $81,375 at 4% or $54,250 at 6%; with 100% employer match about $61,031 at 4% or $40,688 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | $140,542 | $22,705 | $3,784iApproximate average salary by contribution assumption: employee only about $94,604 at 4% or $63,069 at 6%; with 50% employer match about $63,069 at 4% or $42,046 at 6%; with 100% employer match about $47,302 at 4% or $31,535 at 6%. |
| 2001 | 2 | 6 | $0 | $0 | - |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 6 | - | - | - |
| P. Dee G. Stephenson MD, Pa Money Purchase Pension Plan | - | 6 | - | - | - |
| 2000 | 2 | 7 | $358,045 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| P. Dee G. Stephenson MD, Pa Money Purchase Pension Plan | - | 7 | $200,125 | $32,020 | $4,574iApproximate average salary by contribution assumption: employee only about $114,357 at 4% or $76,238 at 6%; with 50% employer match about $76,238 at 4% or $50,825 at 6%; with 100% employer match about $57,179 at 4% or $38,119 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 7 | $157,920 | $17,980 | $2,569iApproximate average salary by contribution assumption: employee only about $64,214 at 4% or $42,810 at 6%; with 50% employer match about $42,810 at 4% or $28,540 at 6%; with 100% employer match about $32,107 at 4% or $21,405 at 6%. |
| 1999 | 2 | 5 | $238,640 | $21,000 | $4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%. |
| P. Dee G. Stephenson MD, Pa Money Purchase Pension Plan | - | 5 | $238,640 | $21,000 | $4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%. |
| P. Dee G Stephenson M.D. P.A. 401(K) Psp | - | 5 | - | - | - |