Jon Eric Steffensen Dds Inc
Plan context: Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan
EIN 71-0908487 • Napa, CA • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,303,245
2024 Contributions
$76,245
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 | 6 | $2,303,245 | $76,245 | $12,708iApproximate average salary by contribution assumption: employee only about $317,688 at 4% or $211,792 at 6%; with 50% employer match about $211,792 at 4% or $141,194 at 6%; with 100% employer match about $158,844 at 4% or $105,896 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 6 | $2,303,245 | $76,245 | $12,708iApproximate average salary by contribution assumption: employee only about $317,688 at 4% or $211,792 at 6%; with 50% employer match about $211,792 at 4% or $141,194 at 6%; with 100% employer match about $158,844 at 4% or $105,896 at 6%. |
| 2023 | 1 | 6 | $2,064,034 | $77,923 | $12,987iApproximate average salary by contribution assumption: employee only about $324,679 at 4% or $216,453 at 6%; with 50% employer match about $216,453 at 4% or $144,302 at 6%; with 100% employer match about $162,340 at 4% or $108,226 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 6 | $2,064,034 | $77,923 | $12,987iApproximate average salary by contribution assumption: employee only about $324,679 at 4% or $216,453 at 6%; with 50% employer match about $216,453 at 4% or $144,302 at 6%; with 100% employer match about $162,340 at 4% or $108,226 at 6%. |
| 2022 | 1 | 6 | $1,780,352 | $86,773 | $14,462iApproximate average salary by contribution assumption: employee only about $361,554 at 4% or $241,036 at 6%; with 50% employer match about $241,036 at 4% or $160,691 at 6%; with 100% employer match about $180,777 at 4% or $120,518 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 6 | $1,780,352 | $86,773 | $14,462iApproximate average salary by contribution assumption: employee only about $361,554 at 4% or $241,036 at 6%; with 50% employer match about $241,036 at 4% or $160,691 at 6%; with 100% employer match about $180,777 at 4% or $120,518 at 6%. |
| 2021 | 1 | 6 | $2,011,115 | $75,514 | $12,586iApproximate average salary by contribution assumption: employee only about $314,642 at 4% or $209,761 at 6%; with 50% employer match about $209,761 at 4% or $139,841 at 6%; with 100% employer match about $157,321 at 4% or $104,881 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 6 | $2,011,115 | $75,514 | $12,586iApproximate average salary by contribution assumption: employee only about $314,642 at 4% or $209,761 at 6%; with 50% employer match about $209,761 at 4% or $139,841 at 6%; with 100% employer match about $157,321 at 4% or $104,881 at 6%. |
| 2020 | 1 | 7 | $1,687,741 | $122,651 | $17,522iApproximate average salary by contribution assumption: employee only about $438,039 at 4% or $292,026 at 6%; with 50% employer match about $292,026 at 4% or $194,684 at 6%; with 100% employer match about $219,020 at 4% or $146,013 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $1,687,741 | $122,651 | $17,522iApproximate average salary by contribution assumption: employee only about $438,039 at 4% or $292,026 at 6%; with 50% employer match about $292,026 at 4% or $194,684 at 6%; with 100% employer match about $219,020 at 4% or $146,013 at 6%. |
| 2019 | 1 | 7 | $1,532,694 | $74,641 | $10,663iApproximate average salary by contribution assumption: employee only about $266,575 at 4% or $177,717 at 6%; with 50% employer match about $177,717 at 4% or $118,478 at 6%; with 100% employer match about $133,288 at 4% or $88,858 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $1,532,694 | $74,641 | $10,663iApproximate average salary by contribution assumption: employee only about $266,575 at 4% or $177,717 at 6%; with 50% employer match about $177,717 at 4% or $118,478 at 6%; with 100% employer match about $133,288 at 4% or $88,858 at 6%. |
| 2018 | 1 | 7 | $1,288,890 | $71,874 | $10,268iApproximate average salary by contribution assumption: employee only about $256,693 at 4% or $171,129 at 6%; with 50% employer match about $171,129 at 4% or $114,086 at 6%; with 100% employer match about $128,346 at 4% or $85,564 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $1,288,890 | $71,874 | $10,268iApproximate average salary by contribution assumption: employee only about $256,693 at 4% or $171,129 at 6%; with 50% employer match about $171,129 at 4% or $114,086 at 6%; with 100% employer match about $128,346 at 4% or $85,564 at 6%. |
| 2017 | 1 | 7 | $1,346,391 | $61,685 | $8,812iApproximate average salary by contribution assumption: employee only about $220,304 at 4% or $146,869 at 6%; with 50% employer match about $146,869 at 4% or $97,913 at 6%; with 100% employer match about $110,152 at 4% or $73,435 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $1,346,391 | $61,685 | $8,812iApproximate average salary by contribution assumption: employee only about $220,304 at 4% or $146,869 at 6%; with 50% employer match about $146,869 at 4% or $97,913 at 6%; with 100% employer match about $110,152 at 4% or $73,435 at 6%. |
| 2016 | 1 | 7 | $1,149,388 | $63,761 | $9,109iApproximate average salary by contribution assumption: employee only about $227,718 at 4% or $151,812 at 6%; with 50% employer match about $151,812 at 4% or $101,208 at 6%; with 100% employer match about $113,859 at 4% or $75,906 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $1,149,388 | $63,761 | $9,109iApproximate average salary by contribution assumption: employee only about $227,718 at 4% or $151,812 at 6%; with 50% employer match about $151,812 at 4% or $101,208 at 6%; with 100% employer match about $113,859 at 4% or $75,906 at 6%. |
| 2015 | 1 | 7 | $993,614 | $59,438 | $8,491iApproximate average salary by contribution assumption: employee only about $212,279 at 4% or $141,519 at 6%; with 50% employer match about $141,519 at 4% or $94,346 at 6%; with 100% employer match about $106,139 at 4% or $70,760 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $993,614 | $59,438 | $8,491iApproximate average salary by contribution assumption: employee only about $212,279 at 4% or $141,519 at 6%; with 50% employer match about $141,519 at 4% or $94,346 at 6%; with 100% employer match about $106,139 at 4% or $70,760 at 6%. |
| 2014 | 1 | 7 | $958,895 | $61,325 | $8,761iApproximate average salary by contribution assumption: employee only about $219,018 at 4% or $146,012 at 6%; with 50% employer match about $146,012 at 4% or $97,341 at 6%; with 100% employer match about $109,509 at 4% or $73,006 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $958,895 | $61,325 | $8,761iApproximate average salary by contribution assumption: employee only about $219,018 at 4% or $146,012 at 6%; with 50% employer match about $146,012 at 4% or $97,341 at 6%; with 100% employer match about $109,509 at 4% or $73,006 at 6%. |
| 2013 | 1 | 8 | $883,229 | $56,038 | $7,005iApproximate average salary by contribution assumption: employee only about $175,119 at 4% or $116,746 at 6%; with 50% employer match about $116,746 at 4% or $77,831 at 6%; with 100% employer match about $87,559 at 4% or $58,373 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 8 | $883,229 | $56,038 | $7,005iApproximate average salary by contribution assumption: employee only about $175,119 at 4% or $116,746 at 6%; with 50% employer match about $116,746 at 4% or $77,831 at 6%; with 100% employer match about $87,559 at 4% or $58,373 at 6%. |
| 2012 | 1 | 9 | $755,575 | $54,636 | $6,071iApproximate average salary by contribution assumption: employee only about $151,767 at 4% or $101,178 at 6%; with 50% employer match about $101,178 at 4% or $67,452 at 6%; with 100% employer match about $75,883 at 4% or $50,589 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 9 | $755,575 | $54,636 | $6,071iApproximate average salary by contribution assumption: employee only about $151,767 at 4% or $101,178 at 6%; with 50% employer match about $101,178 at 4% or $67,452 at 6%; with 100% employer match about $75,883 at 4% or $50,589 at 6%. |
| 2011 | 1 | 8 | $628,503 | $52,714 | $6,589iApproximate average salary by contribution assumption: employee only about $164,731 at 4% or $109,821 at 6%; with 50% employer match about $109,821 at 4% or $73,214 at 6%; with 100% employer match about $82,366 at 4% or $54,910 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 8 | $628,503 | $52,714 | $6,589iApproximate average salary by contribution assumption: employee only about $164,731 at 4% or $109,821 at 6%; with 50% employer match about $109,821 at 4% or $73,214 at 6%; with 100% employer match about $82,366 at 4% or $54,910 at 6%. |
| 2010 | 1 | 8 | $611,457 | $67,318 | $8,415iApproximate average salary by contribution assumption: employee only about $210,369 at 4% or $140,246 at 6%; with 50% employer match about $140,246 at 4% or $93,497 at 6%; with 100% employer match about $105,184 at 4% or $70,123 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 8 | $611,457 | $67,318 | $8,415iApproximate average salary by contribution assumption: employee only about $210,369 at 4% or $140,246 at 6%; with 50% employer match about $140,246 at 4% or $93,497 at 6%; with 100% employer match about $105,184 at 4% or $70,123 at 6%. |
| 2009 | 1 | 8 | $474,921 | $68,261 | $8,533iApproximate average salary by contribution assumption: employee only about $213,316 at 4% or $142,210 at 6%; with 50% employer match about $142,210 at 4% or $94,807 at 6%; with 100% employer match about $106,658 at 4% or $71,105 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 8 | $474,921 | $68,261 | $8,533iApproximate average salary by contribution assumption: employee only about $213,316 at 4% or $142,210 at 6%; with 50% employer match about $142,210 at 4% or $94,807 at 6%; with 100% employer match about $106,658 at 4% or $71,105 at 6%. |
| 2008 | 1 | 5 | $299,982 | $88,768 | $17,754iApproximate average salary by contribution assumption: employee only about $443,840 at 4% or $295,893 at 6%; with 50% employer match about $295,893 at 4% or $197,262 at 6%; with 100% employer match about $221,920 at 4% or $147,947 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 5 | $299,982 | $88,768 | $17,754iApproximate average salary by contribution assumption: employee only about $443,840 at 4% or $295,893 at 6%; with 50% employer match about $295,893 at 4% or $197,262 at 6%; with 100% employer match about $221,920 at 4% or $147,947 at 6%. |
| 2007 | 1 | 7 | $358,226 | $89,428 | $12,775iApproximate average salary by contribution assumption: employee only about $319,386 at 4% or $212,924 at 6%; with 50% employer match about $212,924 at 4% or $141,949 at 6%; with 100% employer match about $159,693 at 4% or $106,462 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $358,226 | $89,428 | $12,775iApproximate average salary by contribution assumption: employee only about $319,386 at 4% or $212,924 at 6%; with 50% employer match about $212,924 at 4% or $141,949 at 6%; with 100% employer match about $159,693 at 4% or $106,462 at 6%. |
| 2006 | 1 | 6 | $299,070 | $79,423 | $13,237iApproximate average salary by contribution assumption: employee only about $330,929 at 4% or $220,619 at 6%; with 50% employer match about $220,619 at 4% or $147,080 at 6%; with 100% employer match about $165,465 at 4% or $110,310 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 6 | $299,070 | $79,423 | $13,237iApproximate average salary by contribution assumption: employee only about $330,929 at 4% or $220,619 at 6%; with 50% employer match about $220,619 at 4% or $147,080 at 6%; with 100% employer match about $165,465 at 4% or $110,310 at 6%. |
| 2005 | 1 | 8 | $209,173 | $68,347 | $8,543iApproximate average salary by contribution assumption: employee only about $213,584 at 4% or $142,390 at 6%; with 50% employer match about $142,390 at 4% or $94,926 at 6%; with 100% employer match about $106,792 at 4% or $71,195 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 8 | $209,173 | $68,347 | $8,543iApproximate average salary by contribution assumption: employee only about $213,584 at 4% or $142,390 at 6%; with 50% employer match about $142,390 at 4% or $94,926 at 6%; with 100% employer match about $106,792 at 4% or $71,195 at 6%. |
| 2004 | 1 | 7 | $132,404 | $72,306 | $10,329iApproximate average salary by contribution assumption: employee only about $258,236 at 4% or $172,157 at 6%; with 50% employer match about $172,157 at 4% or $114,771 at 6%; with 100% employer match about $129,118 at 4% or $86,079 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $132,404 | $72,306 | $10,329iApproximate average salary by contribution assumption: employee only about $258,236 at 4% or $172,157 at 6%; with 50% employer match about $172,157 at 4% or $114,771 at 6%; with 100% employer match about $129,118 at 4% or $86,079 at 6%. |
| 2003 | 1 | 7 | $55,661 | $55,692 | $7,956iApproximate average salary by contribution assumption: employee only about $198,900 at 4% or $132,600 at 6%; with 50% employer match about $132,600 at 4% or $88,400 at 6%; with 100% employer match about $99,450 at 4% or $66,300 at 6%. |
| Jon Eric Steffensen Dds Inc 401K Profit Sharing Plan | - | 7 | $55,661 | $55,692 | $7,956iApproximate average salary by contribution assumption: employee only about $198,900 at 4% or $132,600 at 6%; with 50% employer match about $132,600 at 4% or $88,400 at 6%; with 100% employer match about $99,450 at 4% or $66,300 at 6%. |