Elliott a. Stein, M.D., P.A.
Plan context: ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN
EIN 65-0258504 • Aventura, FL • 44 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$6,833,642
2024 Contributions
$153,057
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 | 6 | $6,833,642 | $153,057 | $25,510iApproximate average salary by contribution assumption: employee only about $637,738 at 4% or $425,158 at 6%; with 50% employer match about $425,158 at 4% or $283,439 at 6%; with 100% employer match about $318,869 at 4% or $212,579 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 6 | $3,727,202 | $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%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 5 | $3,106,440 | $53,057 | $10,611iApproximate average salary by contribution assumption: employee only about $265,285 at 4% or $176,857 at 6%; with 50% employer match about $176,857 at 4% or $117,904 at 6%; with 100% employer match about $132,643 at 4% or $88,428 at 6%. |
| 2023 | 2 | 6 | $6,087,038 | $332,426 | $55,404iApproximate average salary by contribution assumption: employee only about $1,385,108 at 4% or $923,406 at 6%; with 50% employer match about $923,406 at 4% or $615,604 at 6%; with 100% employer match about $692,554 at 4% or $461,703 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $3,293,662 | $300,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 6 | $2,793,376 | $32,426 | $5,404iApproximate average salary by contribution assumption: employee only about $135,108 at 4% or $90,072 at 6%; with 50% employer match about $90,072 at 4% or $60,048 at 6%; with 100% employer match about $67,554 at 4% or $45,036 at 6%. |
| 2022 | 2 | 5 | $5,123,023 | $350,498 | $70,100iApproximate average salary by contribution assumption: employee only about $1,752,490 at 4% or $1,168,327 at 6%; with 50% employer match about $1,168,327 at 4% or $778,884 at 6%; with 100% employer match about $876,245 at 4% or $584,163 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $2,673,043 | $320,000 | $64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 5 | $2,449,980 | $30,498 | $6,100iApproximate average salary by contribution assumption: employee only about $152,490 at 4% or $101,660 at 6%; with 50% employer match about $101,660 at 4% or $67,773 at 6%; with 100% employer match about $76,245 at 4% or $50,830 at 6%. |
| 2021 | 2 | 5 | $5,516,039 | $277,278 | $55,456iApproximate average salary by contribution assumption: employee only about $1,386,390 at 4% or $924,260 at 6%; with 50% employer match about $924,260 at 4% or $616,173 at 6%; with 100% employer match about $693,195 at 4% or $462,130 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 5 | $2,825,113 | $27,278 | $5,456iApproximate average salary by contribution assumption: employee only about $136,390 at 4% or $90,927 at 6%; with 50% employer match about $90,927 at 4% or $60,618 at 6%; with 100% employer match about $68,195 at 4% or $45,463 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $2,690,926 | $250,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2020 | 2 | 7 | $4,722,821 | $238,055 | $34,008iApproximate average salary by contribution assumption: employee only about $850,196 at 4% or $566,798 at 6%; with 50% employer match about $566,798 at 4% or $377,865 at 6%; with 100% employer match about $425,098 at 4% or $283,399 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 7 | $2,509,778 | $26,055 | $3,722iApproximate average salary by contribution assumption: employee only about $93,054 at 4% or $62,036 at 6%; with 50% employer match about $62,036 at 4% or $41,357 at 6%; with 100% employer match about $46,527 at 4% or $31,018 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $2,213,043 | $212,000 | $42,400iApproximate average salary by contribution assumption: employee only about $1,060,000 at 4% or $706,667 at 6%; with 50% employer match about $706,667 at 4% or $471,111 at 6%; with 100% employer match about $530,000 at 4% or $353,333 at 6%. |
| 2019 | 2 | 7 | $4,032,797 | $232,290 | $33,184iApproximate average salary by contribution assumption: employee only about $829,607 at 4% or $553,071 at 6%; with 50% employer match about $553,071 at 4% or $368,714 at 6%; with 100% employer match about $414,804 at 4% or $276,536 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 7 | $2,172,603 | $26,316 | $3,759iApproximate average salary by contribution assumption: employee only about $93,986 at 4% or $62,657 at 6%; with 50% employer match about $62,657 at 4% or $41,771 at 6%; with 100% employer match about $46,993 at 4% or $31,329 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 6 | $1,860,194 | $205,974 | $34,329iApproximate average salary by contribution assumption: employee only about $858,225 at 4% or $572,150 at 6%; with 50% employer match about $572,150 at 4% or $381,433 at 6%; with 100% employer match about $429,113 at 4% or $286,075 at 6%. |
| 2018 | 2 | 6 | $3,256,512 | $183,318 | $30,553iApproximate average salary by contribution assumption: employee only about $763,825 at 4% or $509,217 at 6%; with 50% employer match about $509,217 at 4% or $339,478 at 6%; with 100% employer match about $381,913 at 4% or $254,608 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 6 | $1,824,127 | $23,318 | $3,886iApproximate average salary by contribution assumption: employee only about $97,158 at 4% or $64,772 at 6%; with 50% employer match about $64,772 at 4% or $43,181 at 6%; with 100% employer match about $48,579 at 4% or $32,386 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $1,432,385 | $160,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| 2017 | 2 | 6 | $3,275,656 | $164,872 | $27,479iApproximate average salary by contribution assumption: employee only about $686,967 at 4% or $457,978 at 6%; with 50% employer match about $457,978 at 4% or $305,319 at 6%; with 100% employer match about $343,483 at 4% or $228,989 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 6 | $1,930,147 | $23,295 | $3,883iApproximate average salary by contribution assumption: employee only about $97,063 at 4% or $64,708 at 6%; with 50% employer match about $64,708 at 4% or $43,139 at 6%; with 100% employer match about $48,531 at 4% or $32,354 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $1,345,509 | $141,577 | $28,315iApproximate average salary by contribution assumption: employee only about $707,885 at 4% or $471,923 at 6%; with 50% employer match about $471,923 at 4% or $314,616 at 6%; with 100% employer match about $353,943 at 4% or $235,962 at 6%. |
| 2016 | 2 | 6 | $2,750,413 | $138,233 | $23,039iApproximate average salary by contribution assumption: employee only about $575,971 at 4% or $383,981 at 6%; with 50% employer match about $383,981 at 4% or $255,987 at 6%; with 100% employer match about $287,985 at 4% or $191,990 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 6 | $1,672,197 | $23,233 | $3,872iApproximate average salary by contribution assumption: employee only about $96,804 at 4% or $64,536 at 6%; with 50% employer match about $64,536 at 4% or $43,024 at 6%; with 100% employer match about $48,402 at 4% or $32,268 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $1,078,216 | $115,000 | $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%. |
| 2015 | 2 | 6 | $2,465,267 | $104,871 | $17,479iApproximate average salary by contribution assumption: employee only about $436,963 at 4% or $291,308 at 6%; with 50% employer match about $291,308 at 4% or $194,206 at 6%; with 100% employer match about $218,481 at 4% or $145,654 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 6 | $1,557,452 | $22,764 | $3,794iApproximate average salary by contribution assumption: employee only about $94,850 at 4% or $63,233 at 6%; with 50% employer match about $63,233 at 4% or $42,156 at 6%; with 100% employer match about $47,425 at 4% or $31,617 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $907,815 | $82,107 | $16,421iApproximate average salary by contribution assumption: employee only about $410,535 at 4% or $273,690 at 6%; with 50% employer match about $273,690 at 4% or $182,460 at 6%; with 100% employer match about $205,268 at 4% or $136,845 at 6%. |
| 2014 | 2 | 6 | $2,392,935 | $113,072 | $18,845iApproximate average salary by contribution assumption: employee only about $471,133 at 4% or $314,089 at 6%; with 50% employer match about $314,089 at 4% or $209,393 at 6%; with 100% employer match about $235,567 at 4% or $157,044 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 6 | $1,558,632 | $23,072 | $3,845iApproximate average salary by contribution assumption: employee only about $96,133 at 4% or $64,089 at 6%; with 50% employer match about $64,089 at 4% or $42,726 at 6%; with 100% employer match about $48,067 at 4% or $32,044 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $834,303 | $90,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2013 | 2 | 8 | $2,236,804 | $116,658 | $14,582iApproximate average salary by contribution assumption: employee only about $364,556 at 4% or $243,038 at 6%; with 50% employer match about $243,038 at 4% or $162,025 at 6%; with 100% employer match about $182,278 at 4% or $121,519 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 8 | $1,511,296 | $26,658 | $3,332iApproximate average salary by contribution assumption: employee only about $83,306 at 4% or $55,538 at 6%; with 50% employer match about $55,538 at 4% or $37,025 at 6%; with 100% employer match about $41,653 at 4% or $27,769 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 7 | $725,508 | $90,000 | $12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%. |
| 2012 | 2 | 8 | $1,859,648 | $119,202 | $14,900iApproximate average salary by contribution assumption: employee only about $372,506 at 4% or $248,338 at 6%; with 50% employer match about $248,338 at 4% or $165,558 at 6%; with 100% employer match about $186,253 at 4% or $124,169 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 8 | $1,296,923 | $29,202 | $3,650iApproximate average salary by contribution assumption: employee only about $91,256 at 4% or $60,838 at 6%; with 50% employer match about $60,838 at 4% or $40,558 at 6%; with 100% employer match about $45,628 at 4% or $30,419 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 7 | $562,725 | $90,000 | $12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%. |
| 2011 | 2 | 8 | $1,558,069 | $116,095 | $14,512iApproximate average salary by contribution assumption: employee only about $362,797 at 4% or $241,865 at 6%; with 50% employer match about $241,865 at 4% or $161,243 at 6%; with 100% employer match about $181,398 at 4% or $120,932 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 8 | $1,129,714 | $29,095 | $3,637iApproximate average salary by contribution assumption: employee only about $90,922 at 4% or $60,615 at 6%; with 50% employer match about $60,615 at 4% or $40,410 at 6%; with 100% employer match about $45,461 at 4% or $30,307 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $428,355 | $87,000 | $17,400iApproximate average salary by contribution assumption: employee only about $435,000 at 4% or $290,000 at 6%; with 50% employer match about $290,000 at 4% or $193,333 at 6%; with 100% employer match about $217,500 at 4% or $145,000 at 6%. |
| 2010 | 2 | 7 | $1,482,638 | $141,986 | $20,284iApproximate average salary by contribution assumption: employee only about $507,093 at 4% or $338,062 at 6%; with 50% employer match about $338,062 at 4% or $225,375 at 6%; with 100% employer match about $253,546 at 4% or $169,031 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 7 | $1,129,049 | $46,986 | $6,712iApproximate average salary by contribution assumption: employee only about $167,807 at 4% or $111,871 at 6%; with 50% employer match about $111,871 at 4% or $74,581 at 6%; with 100% employer match about $83,904 at 4% or $55,936 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $353,589 | $95,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2009 | 2 | 6 | $1,205,529 | $137,042 | $22,840iApproximate average salary by contribution assumption: employee only about $571,008 at 4% or $380,672 at 6%; with 50% employer match about $380,672 at 4% or $253,781 at 6%; with 100% employer match about $285,504 at 4% or $190,336 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 6 | $968,030 | $48,042 | $8,007iApproximate average salary by contribution assumption: employee only about $200,175 at 4% or $133,450 at 6%; with 50% employer match about $133,450 at 4% or $88,967 at 6%; with 100% employer match about $100,088 at 4% or $66,725 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 5 | $237,499 | $89,000 | $17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%. |
| 2008 | 2 | 4 | $747,895 | $54,156 | $13,539iApproximate average salary by contribution assumption: employee only about $338,475 at 4% or $225,650 at 6%; with 50% employer match about $225,650 at 4% or $150,433 at 6%; with 100% employer match about $169,238 at 4% or $112,825 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 4 | $747,895 | $54,156 | $13,539iApproximate average salary by contribution assumption: employee only about $338,475 at 4% or $225,650 at 6%; with 50% employer match about $225,650 at 4% or $150,433 at 6%; with 100% employer match about $169,238 at 4% or $112,825 at 6%. |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 4 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | - | 4 | - | - | - |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $822,620 | $72,364 | $18,091iApproximate average salary by contribution assumption: employee only about $452,275 at 4% or $301,517 at 6%; with 50% employer match about $301,517 at 4% or $201,011 at 6%; with 100% employer match about $226,138 at 4% or $150,758 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 4 | $822,620 | $72,364 | $18,091iApproximate average salary by contribution assumption: employee only about $452,275 at 4% or $301,517 at 6%; with 50% employer match about $301,517 at 4% or $201,011 at 6%; with 100% employer match about $226,138 at 4% or $150,758 at 6%. |
| 2005 | 1 | 5 | $675,465 | $64,486 | $12,897iApproximate average salary by contribution assumption: employee only about $322,430 at 4% or $214,953 at 6%; with 50% employer match about $214,953 at 4% or $143,302 at 6%; with 100% employer match about $161,215 at 4% or $107,477 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 5 | $675,465 | $64,486 | $12,897iApproximate average salary by contribution assumption: employee only about $322,430 at 4% or $214,953 at 6%; with 50% employer match about $214,953 at 4% or $143,302 at 6%; with 100% employer match about $161,215 at 4% or $107,477 at 6%. |
| 2004 | 1 | 4 | $586,964 | $61,526 | $15,382iApproximate average salary by contribution assumption: employee only about $384,538 at 4% or $256,358 at 6%; with 50% employer match about $256,358 at 4% or $170,906 at 6%; with 100% employer match about $192,269 at 4% or $128,179 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 4 | $586,964 | $61,526 | $15,382iApproximate average salary by contribution assumption: employee only about $384,538 at 4% or $256,358 at 6%; with 50% employer match about $256,358 at 4% or $170,906 at 6%; with 100% employer match about $192,269 at 4% or $128,179 at 6%. |
| 2003 | 1 | 6 | $480,842 | $69,761 | $11,627iApproximate average salary by contribution assumption: employee only about $290,671 at 4% or $193,781 at 6%; with 50% employer match about $193,781 at 4% or $129,187 at 6%; with 100% employer match about $145,335 at 4% or $96,890 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 6 | $480,842 | $69,761 | $11,627iApproximate average salary by contribution assumption: employee only about $290,671 at 4% or $193,781 at 6%; with 50% employer match about $193,781 at 4% or $129,187 at 6%; with 100% employer match about $145,335 at 4% or $96,890 at 6%. |
| 2002 | 1 | 5 | $339,312 | $60,661 | $12,132iApproximate average salary by contribution assumption: employee only about $303,305 at 4% or $202,203 at 6%; with 50% employer match about $202,203 at 4% or $134,802 at 6%; with 100% employer match about $151,653 at 4% or $101,102 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 5 | $339,312 | $60,661 | $12,132iApproximate average salary by contribution assumption: employee only about $303,305 at 4% or $202,203 at 6%; with 50% employer match about $202,203 at 4% or $134,802 at 6%; with 100% employer match about $151,653 at 4% or $101,102 at 6%. |
| 2001 | 1 | 5 | $313,487 | $44,648 | $8,930iApproximate average salary by contribution assumption: employee only about $223,240 at 4% or $148,827 at 6%; with 50% employer match about $148,827 at 4% or $99,218 at 6%; with 100% employer match about $111,620 at 4% or $74,413 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 5 | $313,487 | $44,648 | $8,930iApproximate average salary by contribution assumption: employee only about $223,240 at 4% or $148,827 at 6%; with 50% employer match about $148,827 at 4% or $99,218 at 6%; with 100% employer match about $111,620 at 4% or $74,413 at 6%. |
| 2000 | 1 | 4 | $279,864 | $33,753 | $8,438iApproximate average salary by contribution assumption: employee only about $210,956 at 4% or $140,638 at 6%; with 50% employer match about $140,638 at 4% or $93,758 at 6%; with 100% employer match about $105,478 at 4% or $70,319 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 4 | $279,864 | $33,753 | $8,438iApproximate average salary by contribution assumption: employee only about $210,956 at 4% or $140,638 at 6%; with 50% employer match about $140,638 at 4% or $93,758 at 6%; with 100% employer match about $105,478 at 4% or $70,319 at 6%. |
| 1999 | 1 | 7 | $248,169 | $39,713 | $5,673iApproximate average salary by contribution assumption: employee only about $141,832 at 4% or $94,555 at 6%; with 50% employer match about $94,555 at 4% or $63,037 at 6%; with 100% employer match about $70,916 at 4% or $47,277 at 6%. |
| Elliott a. Stein, M.D., P.A. Profit Sharing Plan | - | 7 | $248,169 | $39,713 | $5,673iApproximate average salary by contribution assumption: employee only about $141,832 at 4% or $94,555 at 6%; with 50% employer match about $94,555 at 4% or $63,037 at 6%; with 100% employer match about $70,916 at 4% or $47,277 at 6%. |