Jeffrey L. Stein, M.D., P.A.
Plan context: Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan
EIN 65-0338028 • Boca Raton, FL • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$656,163
2024 Contributions
$44,086
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 | 1 | 11 | $656,163 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 11 | $656,163 | $0 | - |
| 2023 | 1 | 11 | $606,103 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 11 | $606,103 | $0 | - |
| 2022 | 1 | 13 | $540,901 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 13 | $540,901 | $0 | - |
| 2021 | 1 | 13 | $648,335 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 13 | $648,335 | $0 | - |
| 2020 | 1 | 12 | $597,055 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 12 | $597,055 | $0 | - |
| 2019 | 1 | 12 | $538,690 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 12 | $538,690 | $0 | - |
| 2018 | 1 | 11 | $464,940 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 11 | $464,940 | $0 | - |
| 2017 | 1 | 10 | $498,889 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 10 | $498,889 | $0 | - |
| 2016 | 1 | 16 | $439,233 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 16 | $439,233 | $0 | - |
| 2015 | 1 | 14 | $413,683 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 14 | $413,683 | $0 | - |
| 2014 | 1 | 15 | $420,089 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 15 | $420,089 | $0 | - |
| 2013 | 1 | 14 | $401,074 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 14 | $401,074 | $0 | - |
| 2012 | 1 | 14 | $365,610 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 14 | $365,610 | $0 | - |
| 2011 | 1 | 14 | $333,039 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 14 | $333,039 | $0 | - |
| 2010 | 1 | 15 | $332,069 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 15 | $332,069 | $0 | - |
| 2009 | 1 | 15 | $301,053 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 15 | $301,053 | $0 | - |
| 2008 | 1 | 8 | $266,841 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 8 | $266,841 | - | - |
| 2007 | 2 | 8 | $0 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 8 | - | - | - |
| JEFFREY L. STEIN, MD, PA WELFARE BENEFIT PLAN | - | 3 | - | - | - |
| 2006 | 1 | 6 | $350,790 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 6 | $350,790 | - | - |
| 2005 | 1 | 6 | $323,157 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 6 | $323,157 | - | - |
| 2004 | 1 | 10 | $308,567 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 10 | $308,567 | - | - |
| 2003 | 1 | 12 | $284,907 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 12 | $284,907 | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 7 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 7 | $197,961 | $44,086 | $6,298iApproximate average salary by contribution assumption: employee only about $157,450 at 4% or $104,967 at 6%; with 50% employer match about $104,967 at 4% or $69,978 at 6%; with 100% employer match about $78,725 at 4% or $52,483 at 6%. |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 7 | $197,961 | $44,086 | $6,298iApproximate average salary by contribution assumption: employee only about $157,450 at 4% or $104,967 at 6%; with 50% employer match about $104,967 at 4% or $69,978 at 6%; with 100% employer match about $78,725 at 4% or $52,483 at 6%. |
| 1999 | 1 | 7 | $162,360 | $40,766 | $5,824iApproximate average salary by contribution assumption: employee only about $145,593 at 4% or $97,062 at 6%; with 50% employer match about $97,062 at 4% or $64,708 at 6%; with 100% employer match about $72,796 at 4% or $48,531 at 6%. |
| Jeffrey L. Stein, M.D., P.A. 401K/Profit Sharing Plan | - | 7 | $162,360 | $40,766 | $5,824iApproximate average salary by contribution assumption: employee only about $145,593 at 4% or $97,062 at 6%; with 50% employer match about $97,062 at 4% or $64,708 at 6%; with 100% employer match about $72,796 at 4% or $48,531 at 6%. |