Civic Intelligence

Charles Stewart, Dds, Pa

Plan context: CHARLES STEWART DDS PA 401(K) PROFIT SHARING PLAN

EIN 74-2022931 • Angleton, TX • 17 filings • 4 plans

2228 N Downing RdAngleton, TX 77515
Current Snapshot

Latest Year

2020

2020 Participants

19

2020 Assets

$364,322

2020 Contributions

$174

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,536,770$768,385$0200420132020YearValue
$364,322Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

24120200420132020YearValue
19Latest year 2020

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2020119$364,322$174$9iApproximate average salary by contribution assumption: employee only about $229 at 4% or $153 at 6%; with 50% employer match about $153 at 4% or $102 at 6%; with 100% employer match about $114 at 4% or $76 at 6%.
CHARLES STEWART DDS PA 401(K) PROFIT SHARING PLAN-19$364,322$174$9iApproximate average salary by contribution assumption: employee only about $229 at 4% or $153 at 6%; with 50% employer match about $153 at 4% or $102 at 6%; with 100% employer match about $114 at 4% or $76 at 6%.
2019124$1,536,770$110,830$4,618iApproximate average salary by contribution assumption: employee only about $115,448 at 4% or $76,965 at 6%; with 50% employer match about $76,965 at 4% or $51,310 at 6%; with 100% employer match about $57,724 at 4% or $38,483 at 6%.
CHARLES STEWART DDS PA 401(K) PROFIT SHARING PLAN-24$1,536,770$110,830$4,618iApproximate average salary by contribution assumption: employee only about $115,448 at 4% or $76,965 at 6%; with 50% employer match about $76,965 at 4% or $51,310 at 6%; with 100% employer match about $57,724 at 4% or $38,483 at 6%.
2018124$1,174,444$125,228$5,218iApproximate average salary by contribution assumption: employee only about $130,446 at 4% or $86,964 at 6%; with 50% employer match about $86,964 at 4% or $57,976 at 6%; with 100% employer match about $65,223 at 4% or $43,482 at 6%.
CHARLES STEWART DDS PA 401(K) PROFIT SHARING PLAN-24$1,174,444$125,228$5,218iApproximate average salary by contribution assumption: employee only about $130,446 at 4% or $86,964 at 6%; with 50% employer match about $86,964 at 4% or $57,976 at 6%; with 100% employer match about $65,223 at 4% or $43,482 at 6%.
2017123$1,130,838$182,461$7,933iApproximate average salary by contribution assumption: employee only about $198,327 at 4% or $132,218 at 6%; with 50% employer match about $132,218 at 4% or $88,145 at 6%; with 100% employer match about $99,164 at 4% or $66,109 at 6%.
CHARLES STEWART DDS PA 401(K) PROFIT SHARING PLAN-23$1,130,838$182,461$7,933iApproximate average salary by contribution assumption: employee only about $198,327 at 4% or $132,218 at 6%; with 50% employer match about $132,218 at 4% or $88,145 at 6%; with 100% employer match about $99,164 at 4% or $66,109 at 6%.
2016121$856,369$144,807$6,896iApproximate average salary by contribution assumption: employee only about $172,389 at 4% or $114,926 at 6%; with 50% employer match about $114,926 at 4% or $76,617 at 6%; with 100% employer match about $86,195 at 4% or $57,463 at 6%.
CHARLES STEWART DDS PA 401(K) PROFIT SHARING PLAN-21$856,369$144,807$6,896iApproximate average salary by contribution assumption: employee only about $172,389 at 4% or $114,926 at 6%; with 50% employer match about $114,926 at 4% or $76,617 at 6%; with 100% employer match about $86,195 at 4% or $57,463 at 6%.
2015122$669,090$162,812$7,401iApproximate average salary by contribution assumption: employee only about $185,014 at 4% or $123,342 at 6%; with 50% employer match about $123,342 at 4% or $82,228 at 6%; with 100% employer match about $92,507 at 4% or $61,671 at 6%.
CHARLES STEWART, DDS PA 401(K) PROFIT SHARING PLAN-22$669,090$162,812$7,401iApproximate average salary by contribution assumption: employee only about $185,014 at 4% or $123,342 at 6%; with 50% employer match about $123,342 at 4% or $82,228 at 6%; with 100% employer match about $92,507 at 4% or $61,671 at 6%.
2014122$536,186$0-
CHARLES STEWART, DDS PA 401(K) PROFIT SHARING PLAN-22$536,186$0-
2013113$520,364$106,827$8,217iApproximate average salary by contribution assumption: employee only about $205,437 at 4% or $136,958 at 6%; with 50% employer match about $136,958 at 4% or $91,305 at 6%; with 100% employer match about $102,718 at 4% or $68,479 at 6%.
Charles Stewart, Dds, Pa 401(K) Profit Sharing Plan-13$520,364$106,827$8,217iApproximate average salary by contribution assumption: employee only about $205,437 at 4% or $136,958 at 6%; with 50% employer match about $136,958 at 4% or $91,305 at 6%; with 100% employer match about $102,718 at 4% or $68,479 at 6%.
2012110$416,329$101,213$10,121iApproximate average salary by contribution assumption: employee only about $253,032 at 4% or $168,688 at 6%; with 50% employer match about $168,688 at 4% or $112,459 at 6%; with 100% employer match about $126,516 at 4% or $84,344 at 6%.
Charles Stewart, Dds, Pa 401(K) Profit Sharing Plan-10$416,329$101,213$10,121iApproximate average salary by contribution assumption: employee only about $253,032 at 4% or $168,688 at 6%; with 50% employer match about $168,688 at 4% or $112,459 at 6%; with 100% employer match about $126,516 at 4% or $84,344 at 6%.
2011110$307,295$110,897$11,090iApproximate average salary by contribution assumption: employee only about $277,243 at 4% or $184,828 at 6%; with 50% employer match about $184,828 at 4% or $123,219 at 6%; with 100% employer match about $138,621 at 4% or $92,414 at 6%.
Charles Stewart, Dds, Pa 401(K) Profit Sharing Plan-10$307,295$110,897$11,090iApproximate average salary by contribution assumption: employee only about $277,243 at 4% or $184,828 at 6%; with 50% employer match about $184,828 at 4% or $123,219 at 6%; with 100% employer match about $138,621 at 4% or $92,414 at 6%.
201019$198,939$95,220$10,580iApproximate average salary by contribution assumption: employee only about $264,500 at 4% or $176,333 at 6%; with 50% employer match about $176,333 at 4% or $117,556 at 6%; with 100% employer match about $132,250 at 4% or $88,167 at 6%.
Charles Stewart, Dds, Pa 401(K) Profit Sharing Plan-9$198,939$95,220$10,580iApproximate average salary by contribution assumption: employee only about $264,500 at 4% or $176,333 at 6%; with 50% employer match about $176,333 at 4% or $117,556 at 6%; with 100% employer match about $132,250 at 4% or $88,167 at 6%.
2009112$100,394$100,394$8,366iApproximate average salary by contribution assumption: employee only about $209,154 at 4% or $139,436 at 6%; with 50% employer match about $139,436 at 4% or $92,957 at 6%; with 100% employer match about $104,577 at 4% or $69,718 at 6%.
Charles Stewart, Dds, Pa 401(K) Profit Sharing Plan-12$100,394$100,394$8,366iApproximate average salary by contribution assumption: employee only about $209,154 at 4% or $139,436 at 6%; with 50% employer match about $139,436 at 4% or $92,957 at 6%; with 100% employer match about $104,577 at 4% or $69,718 at 6%.
200810$0$0-
CHARLES E STEWART, DDS, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-0---
200712$0$0-
CHARLES E STEWART, DDS, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-2---
200612$66,065$33,693$16,847iApproximate average salary by contribution assumption: employee only about $421,163 at 4% or $280,775 at 6%; with 50% employer match about $280,775 at 4% or $187,183 at 6%; with 100% employer match about $210,581 at 4% or $140,388 at 6%.
CHARLES E STEWART, DDS, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-2$66,065$33,693$16,847iApproximate average salary by contribution assumption: employee only about $421,163 at 4% or $280,775 at 6%; with 50% employer match about $280,775 at 4% or $187,183 at 6%; with 100% employer match about $210,581 at 4% or $140,388 at 6%.
200512$106,030$128,516$64,258iApproximate average salary by contribution assumption: employee only about $1,606,450 at 4% or $1,070,967 at 6%; with 50% employer match about $1,070,967 at 4% or $713,978 at 6%; with 100% employer match about $803,225 at 4% or $535,483 at 6%.
CHARLES E STEWART, DDS, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-2$106,030$128,516$64,258iApproximate average salary by contribution assumption: employee only about $1,606,450 at 4% or $1,070,967 at 6%; with 50% employer match about $1,070,967 at 4% or $713,978 at 6%; with 100% employer match about $803,225 at 4% or $535,483 at 6%.
200413$100,000$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
CHARLES E STEWART, DDS, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-3$100,000$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.