Stephen P. Holifield, D.D.S.
Plan context: Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan
EIN 68-0032174 • Sonoma, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$5,720,506
2025 Contributions
$138,783
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $5,720,506 | $138,783 | $34,696iApproximate average salary by contribution assumption: employee only about $867,394 at 4% or $578,263 at 6%; with 50% employer match about $578,263 at 4% or $385,508 at 6%; with 100% employer match about $433,697 at 4% or $289,131 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $5,720,506 | $138,783 | $34,696iApproximate average salary by contribution assumption: employee only about $867,394 at 4% or $578,263 at 6%; with 50% employer match about $578,263 at 4% or $385,508 at 6%; with 100% employer match about $433,697 at 4% or $289,131 at 6%. |
| 2024 | 1 | 4 | $4,873,202 | $91,635 | $22,909iApproximate average salary by contribution assumption: employee only about $572,719 at 4% or $381,813 at 6%; with 50% employer match about $381,813 at 4% or $254,542 at 6%; with 100% employer match about $286,359 at 4% or $190,906 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $4,873,202 | $91,635 | $22,909iApproximate average salary by contribution assumption: employee only about $572,719 at 4% or $381,813 at 6%; with 50% employer match about $381,813 at 4% or $254,542 at 6%; with 100% employer match about $286,359 at 4% or $190,906 at 6%. |
| 2023 | 1 | 4 | $4,344,415 | $87,523 | $21,881iApproximate average salary by contribution assumption: employee only about $547,019 at 4% or $364,679 at 6%; with 50% employer match about $364,679 at 4% or $243,119 at 6%; with 100% employer match about $273,509 at 4% or $182,340 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $4,344,415 | $87,523 | $21,881iApproximate average salary by contribution assumption: employee only about $547,019 at 4% or $364,679 at 6%; with 50% employer match about $364,679 at 4% or $243,119 at 6%; with 100% employer match about $273,509 at 4% or $182,340 at 6%. |
| 2022 | 1 | 5 | $3,642,092 | $112,662 | $22,532iApproximate average salary by contribution assumption: employee only about $563,310 at 4% or $375,540 at 6%; with 50% employer match about $375,540 at 4% or $250,360 at 6%; with 100% employer match about $281,655 at 4% or $187,770 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 5 | $3,642,092 | $112,662 | $22,532iApproximate average salary by contribution assumption: employee only about $563,310 at 4% or $375,540 at 6%; with 50% employer match about $375,540 at 4% or $250,360 at 6%; with 100% employer match about $281,655 at 4% or $187,770 at 6%. |
| 2021 | 1 | 6 | $4,536,789 | $112,864 | $18,811iApproximate average salary by contribution assumption: employee only about $470,267 at 4% or $313,511 at 6%; with 50% employer match about $313,511 at 4% or $209,007 at 6%; with 100% employer match about $235,133 at 4% or $156,756 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 6 | $4,536,789 | $112,864 | $18,811iApproximate average salary by contribution assumption: employee only about $470,267 at 4% or $313,511 at 6%; with 50% employer match about $313,511 at 4% or $209,007 at 6%; with 100% employer match about $235,133 at 4% or $156,756 at 6%. |
| 2020 | 1 | 5 | $3,897,893 | $105,824 | $21,165iApproximate average salary by contribution assumption: employee only about $529,120 at 4% or $352,747 at 6%; with 50% employer match about $352,747 at 4% or $235,164 at 6%; with 100% employer match about $264,560 at 4% or $176,373 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 5 | $3,897,893 | $105,824 | $21,165iApproximate average salary by contribution assumption: employee only about $529,120 at 4% or $352,747 at 6%; with 50% employer match about $352,747 at 4% or $235,164 at 6%; with 100% employer match about $264,560 at 4% or $176,373 at 6%. |
| 2019 | 1 | 6 | $3,213,894 | $95,166 | $15,861iApproximate average salary by contribution assumption: employee only about $396,525 at 4% or $264,350 at 6%; with 50% employer match about $264,350 at 4% or $176,233 at 6%; with 100% employer match about $198,263 at 4% or $132,175 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 6 | $3,213,894 | $95,166 | $15,861iApproximate average salary by contribution assumption: employee only about $396,525 at 4% or $264,350 at 6%; with 50% employer match about $264,350 at 4% or $176,233 at 6%; with 100% employer match about $198,263 at 4% or $132,175 at 6%. |
| 2018 | 1 | 5 | $2,652,477 | $92,028 | $18,406iApproximate average salary by contribution assumption: employee only about $460,140 at 4% or $306,760 at 6%; with 50% employer match about $306,760 at 4% or $204,507 at 6%; with 100% employer match about $230,070 at 4% or $153,380 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 5 | $2,652,477 | $92,028 | $18,406iApproximate average salary by contribution assumption: employee only about $460,140 at 4% or $306,760 at 6%; with 50% employer match about $306,760 at 4% or $204,507 at 6%; with 100% employer match about $230,070 at 4% or $153,380 at 6%. |
| 2017 | 1 | 5 | $2,799,460 | $93,880 | $18,776iApproximate average salary by contribution assumption: employee only about $469,400 at 4% or $312,933 at 6%; with 50% employer match about $312,933 at 4% or $208,622 at 6%; with 100% employer match about $234,700 at 4% or $156,467 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 5 | $2,799,460 | $93,880 | $18,776iApproximate average salary by contribution assumption: employee only about $469,400 at 4% or $312,933 at 6%; with 50% employer match about $312,933 at 4% or $208,622 at 6%; with 100% employer match about $234,700 at 4% or $156,467 at 6%. |
| 2016 | 1 | 5 | $2,318,808 | $91,440 | $18,288iApproximate average salary by contribution assumption: employee only about $457,200 at 4% or $304,800 at 6%; with 50% employer match about $304,800 at 4% or $203,200 at 6%; with 100% employer match about $228,600 at 4% or $152,400 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 5 | $2,318,808 | $91,440 | $18,288iApproximate average salary by contribution assumption: employee only about $457,200 at 4% or $304,800 at 6%; with 50% employer match about $304,800 at 4% or $203,200 at 6%; with 100% employer match about $228,600 at 4% or $152,400 at 6%. |
| 2015 | 1 | 5 | $2,113,319 | $95,099 | $19,020iApproximate average salary by contribution assumption: employee only about $475,495 at 4% or $316,997 at 6%; with 50% employer match about $316,997 at 4% or $211,331 at 6%; with 100% employer match about $237,748 at 4% or $158,498 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 5 | $2,113,319 | $95,099 | $19,020iApproximate average salary by contribution assumption: employee only about $475,495 at 4% or $316,997 at 6%; with 50% employer match about $316,997 at 4% or $211,331 at 6%; with 100% employer match about $237,748 at 4% or $158,498 at 6%. |
| 2014 | 1 | 5 | $2,035,662 | $93,028 | $18,606iApproximate average salary by contribution assumption: employee only about $465,140 at 4% or $310,093 at 6%; with 50% employer match about $310,093 at 4% or $206,729 at 6%; with 100% employer match about $232,570 at 4% or $155,047 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 5 | $2,035,662 | $93,028 | $18,606iApproximate average salary by contribution assumption: employee only about $465,140 at 4% or $310,093 at 6%; with 50% employer match about $310,093 at 4% or $206,729 at 6%; with 100% employer match about $232,570 at 4% or $155,047 at 6%. |
| 2013 | 1 | 5 | $1,856,844 | $99,907 | $19,981iApproximate average salary by contribution assumption: employee only about $499,535 at 4% or $333,023 at 6%; with 50% employer match about $333,023 at 4% or $222,016 at 6%; with 100% employer match about $249,768 at 4% or $166,512 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 5 | $1,856,844 | $99,907 | $19,981iApproximate average salary by contribution assumption: employee only about $499,535 at 4% or $333,023 at 6%; with 50% employer match about $333,023 at 4% or $222,016 at 6%; with 100% employer match about $249,768 at 4% or $166,512 at 6%. |
| 2012 | 1 | 4 | $1,490,789 | $97,387 | $24,347iApproximate average salary by contribution assumption: employee only about $608,669 at 4% or $405,779 at 6%; with 50% employer match about $405,779 at 4% or $270,519 at 6%; with 100% employer match about $304,334 at 4% or $202,890 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $1,490,789 | $97,387 | $24,347iApproximate average salary by contribution assumption: employee only about $608,669 at 4% or $405,779 at 6%; with 50% employer match about $405,779 at 4% or $270,519 at 6%; with 100% employer match about $304,334 at 4% or $202,890 at 6%. |
| 2011 | 1 | 4 | $1,231,123 | $88,610 | $22,153iApproximate average salary by contribution assumption: employee only about $553,813 at 4% or $369,208 at 6%; with 50% employer match about $369,208 at 4% or $246,139 at 6%; with 100% employer match about $276,906 at 4% or $184,604 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $1,231,123 | $88,610 | $22,153iApproximate average salary by contribution assumption: employee only about $553,813 at 4% or $369,208 at 6%; with 50% employer match about $369,208 at 4% or $246,139 at 6%; with 100% employer match about $276,906 at 4% or $184,604 at 6%. |
| 2010 | 1 | 4 | $1,146,210 | $88,769 | $22,192iApproximate average salary by contribution assumption: employee only about $554,806 at 4% or $369,871 at 6%; with 50% employer match about $369,871 at 4% or $246,581 at 6%; with 100% employer match about $277,403 at 4% or $184,935 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $1,146,210 | $88,769 | $22,192iApproximate average salary by contribution assumption: employee only about $554,806 at 4% or $369,871 at 6%; with 50% employer match about $369,871 at 4% or $246,581 at 6%; with 100% employer match about $277,403 at 4% or $184,935 at 6%. |
| 2009 | 1 | 4 | $979,409 | $89,155 | $22,289iApproximate average salary by contribution assumption: employee only about $557,219 at 4% or $371,479 at 6%; with 50% employer match about $371,479 at 4% or $247,653 at 6%; with 100% employer match about $278,609 at 4% or $185,740 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $979,409 | $89,155 | $22,289iApproximate average salary by contribution assumption: employee only about $557,219 at 4% or $371,479 at 6%; with 50% employer match about $371,479 at 4% or $247,653 at 6%; with 100% employer match about $278,609 at 4% or $185,740 at 6%. |
| 2008 | 1 | 4 | $713,495 | $80,812 | $20,203iApproximate average salary by contribution assumption: employee only about $505,075 at 4% or $336,717 at 6%; with 50% employer match about $336,717 at 4% or $224,478 at 6%; with 100% employer match about $252,538 at 4% or $168,358 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $713,495 | $80,812 | $20,203iApproximate average salary by contribution assumption: employee only about $505,075 at 4% or $336,717 at 6%; with 50% employer match about $336,717 at 4% or $224,478 at 6%; with 100% employer match about $252,538 at 4% or $168,358 at 6%. |
| 2007 | 1 | 4 | $940,189 | $79,240 | $19,810iApproximate average salary by contribution assumption: employee only about $495,250 at 4% or $330,167 at 6%; with 50% employer match about $330,167 at 4% or $220,111 at 6%; with 100% employer match about $247,625 at 4% or $165,083 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $940,189 | $79,240 | $19,810iApproximate average salary by contribution assumption: employee only about $495,250 at 4% or $330,167 at 6%; with 50% employer match about $330,167 at 4% or $220,111 at 6%; with 100% employer match about $247,625 at 4% or $165,083 at 6%. |
| 2006 | 1 | 4 | $773,409 | $77,452 | $19,363iApproximate average salary by contribution assumption: employee only about $484,075 at 4% or $322,717 at 6%; with 50% employer match about $322,717 at 4% or $215,144 at 6%; with 100% employer match about $242,038 at 4% or $161,358 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $773,409 | $77,452 | $19,363iApproximate average salary by contribution assumption: employee only about $484,075 at 4% or $322,717 at 6%; with 50% employer match about $322,717 at 4% or $215,144 at 6%; with 100% employer match about $242,038 at 4% or $161,358 at 6%. |
| 2005 | 1 | 4 | $629,007 | $73,374 | $18,344iApproximate average salary by contribution assumption: employee only about $458,588 at 4% or $305,725 at 6%; with 50% employer match about $305,725 at 4% or $203,817 at 6%; with 100% employer match about $229,294 at 4% or $152,863 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $629,007 | $73,374 | $18,344iApproximate average salary by contribution assumption: employee only about $458,588 at 4% or $305,725 at 6%; with 50% employer match about $305,725 at 4% or $203,817 at 6%; with 100% employer match about $229,294 at 4% or $152,863 at 6%. |
| 2004 | 1 | 4 | $516,858 | $69,065 | $17,266iApproximate average salary by contribution assumption: employee only about $431,656 at 4% or $287,771 at 6%; with 50% employer match about $287,771 at 4% or $191,847 at 6%; with 100% employer match about $215,828 at 4% or $143,885 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $516,858 | $69,065 | $17,266iApproximate average salary by contribution assumption: employee only about $431,656 at 4% or $287,771 at 6%; with 50% employer match about $287,771 at 4% or $191,847 at 6%; with 100% employer match about $215,828 at 4% or $143,885 at 6%. |
| 2003 | 1 | 4 | $411,298 | $68,390 | $17,098iApproximate average salary by contribution assumption: employee only about $427,438 at 4% or $284,958 at 6%; with 50% employer match about $284,958 at 4% or $189,972 at 6%; with 100% employer match about $213,719 at 4% or $142,479 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $411,298 | $68,390 | $17,098iApproximate average salary by contribution assumption: employee only about $427,438 at 4% or $284,958 at 6%; with 50% employer match about $284,958 at 4% or $189,972 at 6%; with 100% employer match about $213,719 at 4% or $142,479 at 6%. |
| 2002 | 1 | 4 | $283,606 | $48,503 | $12,126iApproximate average salary by contribution assumption: employee only about $303,144 at 4% or $202,096 at 6%; with 50% employer match about $202,096 at 4% or $134,731 at 6%; with 100% employer match about $151,572 at 4% or $101,048 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 4 | $283,606 | $48,503 | $12,126iApproximate average salary by contribution assumption: employee only about $303,144 at 4% or $202,096 at 6%; with 50% employer match about $202,096 at 4% or $134,731 at 6%; with 100% employer match about $151,572 at 4% or $101,048 at 6%. |
| 2001 | 1 | 2 | $305,921 | $43,656 | $21,828iApproximate average salary by contribution assumption: employee only about $545,700 at 4% or $363,800 at 6%; with 50% employer match about $363,800 at 4% or $242,533 at 6%; with 100% employer match about $272,850 at 4% or $181,900 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 2 | $305,921 | $43,656 | $21,828iApproximate average salary by contribution assumption: employee only about $545,700 at 4% or $363,800 at 6%; with 50% employer match about $363,800 at 4% or $242,533 at 6%; with 100% employer match about $272,850 at 4% or $181,900 at 6%. |
| 2000 | 1 | 3 | $271,649 | $40,367 | $13,456iApproximate average salary by contribution assumption: employee only about $336,392 at 4% or $224,261 at 6%; with 50% employer match about $224,261 at 4% or $149,507 at 6%; with 100% employer match about $168,196 at 4% or $112,131 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 3 | $271,649 | $40,367 | $13,456iApproximate average salary by contribution assumption: employee only about $336,392 at 4% or $224,261 at 6%; with 50% employer match about $224,261 at 4% or $149,507 at 6%; with 100% employer match about $168,196 at 4% or $112,131 at 6%. |
| 1999 | 1 | 3 | $352,584 | $34,412 | $11,471iApproximate average salary by contribution assumption: employee only about $286,767 at 4% or $191,178 at 6%; with 50% employer match about $191,178 at 4% or $127,452 at 6%; with 100% employer match about $143,383 at 4% or $95,589 at 6%. |
| Stephen P. Holifield, D.D.S. Profit Sharing 401K Plan | - | 3 | $352,584 | $34,412 | $11,471iApproximate average salary by contribution assumption: employee only about $286,767 at 4% or $191,178 at 6%; with 50% employer match about $191,178 at 4% or $127,452 at 6%; with 100% employer match about $143,383 at 4% or $95,589 at 6%. |