Civic Intelligence

Ned B. Stein, M.D., P.A.

Plan context: Ned B. Stein, M.D., P.A. Defined Benefit Plan

EIN 74-2060932 • Houston, TX • 21 filings • 2 plans

7777 Southwest Freeway, Suite 514Houston, TX 77074
Current Snapshot

Latest Year

2019

2019 Participants

14

2019 Assets

$2,199,185

2019 Contributions

$475,000

Historical Graphs

Total Assets Over Time

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

$2,539,134$1,269,567$0199920102018YearValue
$2,199,185Latest year 2018

Participants Over Time

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

1890199920092018YearValue
14Latest year 2018

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
201910$0$0-
Ned B. Stein, M.D., P.A. Defined Benefit Plan-0$0$0-
2018114$2,199,185$0-
Ned B. Stein, M.D., P.A. Defined Benefit Plan-14$2,199,185$0-
2017112$2,539,134$0-
Ned B. Stein, M.D., P.A. Defined Benefit Plan-12$2,539,134$0-
2016114$2,153,162$0-
Ned B. Stein, M.D., P.A. Defined Benefit Plan-14$2,153,162$0-
2015116$1,989,157$0-
Ned B. Stein, M.D., P.A. Defined Benefit Plan-16$1,989,157$0-
2014115$1,974,806$0-
Ned B. Stein, M.D., P.A. Defined Benefit Plan-15$1,974,806$0-
2013115$2,006,182$0-
Ned B. Stein, M.D., P.A. Defined Benefit Plan-15$2,006,182$0-
2012118$1,986,229$475,000$26,389iApproximate average salary by contribution assumption: employee only about $659,722 at 4% or $439,815 at 6%; with 50% employer match about $439,815 at 4% or $293,210 at 6%; with 100% employer match about $329,861 at 4% or $219,907 at 6%.
Ned B. Stein, M.D., P.A. Defined Benefit Plan-18$1,986,229$475,000$26,389iApproximate average salary by contribution assumption: employee only about $659,722 at 4% or $439,815 at 6%; with 50% employer match about $439,815 at 4% or $293,210 at 6%; with 100% employer match about $329,861 at 4% or $219,907 at 6%.
2011112$1,289,847$200,000$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%.
Ned B. Stein, M.D., P.A. Defined Benefit Plan-12$1,289,847$200,000$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%.
2010112$1,154,142$200,000$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%.
Ned B. Stein, M.D., P.A. Defined Benefit Plan-12$1,154,142$200,000$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%.
200912$729,316$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Ned B. Stein, M.D., P.A. Defined Benefit Plan-2$729,316$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200712$0$0-
Ned B. Stein, M.D., P.A. Defined Benefit Plan-2---
200613$716,802$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Ned B. Stein, M.D., P.A. Defined Benefit Plan-3$716,802$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
200517$500,865$144,358$20,623iApproximate average salary by contribution assumption: employee only about $515,564 at 4% or $343,710 at 6%; with 50% employer match about $343,710 at 4% or $229,140 at 6%; with 100% employer match about $257,782 at 4% or $171,855 at 6%.
Ned B. Stein, M.D., P.A. Defined Benefit Plan-7$500,865$144,358$20,623iApproximate average salary by contribution assumption: employee only about $515,564 at 4% or $343,710 at 6%; with 50% employer match about $343,710 at 4% or $229,140 at 6%; with 100% employer match about $257,782 at 4% or $171,855 at 6%.
200415$348,564$162,462$32,492iApproximate average salary by contribution assumption: employee only about $812,310 at 4% or $541,540 at 6%; with 50% employer match about $541,540 at 4% or $361,027 at 6%; with 100% employer match about $406,155 at 4% or $270,770 at 6%.
Ned B. Stein, M.D., P.A. Defined Benefit Plan-5$348,564$162,462$32,492iApproximate average salary by contribution assumption: employee only about $812,310 at 4% or $541,540 at 6%; with 50% employer match about $541,540 at 4% or $361,027 at 6%; with 100% employer match about $406,155 at 4% or $270,770 at 6%.
200314$185,267$91,485$22,871iApproximate average salary by contribution assumption: employee only about $571,781 at 4% or $381,188 at 6%; with 50% employer match about $381,188 at 4% or $254,125 at 6%; with 100% employer match about $285,891 at 4% or $190,594 at 6%.
Ned B. Stein, M.D., P.A. Defined Benefit Plan-4$185,267$91,485$22,871iApproximate average salary by contribution assumption: employee only about $571,781 at 4% or $381,188 at 6%; with 50% employer match about $381,188 at 4% or $254,125 at 6%; with 100% employer match about $285,891 at 4% or $190,594 at 6%.
200224$520,310$89,407$22,352iApproximate average salary by contribution assumption: employee only about $558,794 at 4% or $372,529 at 6%; with 50% employer match about $372,529 at 4% or $248,353 at 6%; with 100% employer match about $279,397 at 4% or $186,265 at 6%.
Ned B. Stein, M.D., P.A. Profit Sharing Plan-4$430,903--
Ned B. Stein, M.D., P.A. Defined Benefit Plan-3$89,407$89,407$29,802iApproximate average salary by contribution assumption: employee only about $745,058 at 4% or $496,706 at 6%; with 50% employer match about $496,706 at 4% or $331,137 at 6%; with 100% employer match about $372,529 at 4% or $248,353 at 6%.
200119$527,618$36,429$4,048iApproximate average salary by contribution assumption: employee only about $101,192 at 4% or $67,461 at 6%; with 50% employer match about $67,461 at 4% or $44,974 at 6%; with 100% employer match about $50,596 at 4% or $33,731 at 6%.
Ned B. Stein, M.D., P.A. Profit Sharing Plan-9$527,618$36,429$4,048iApproximate average salary by contribution assumption: employee only about $101,192 at 4% or $67,461 at 6%; with 50% employer match about $67,461 at 4% or $44,974 at 6%; with 100% employer match about $50,596 at 4% or $33,731 at 6%.
200017$0$0-
Ned B. Stein, M.D., P.A. Profit Sharing Plan-7---
199913$501,816$27,105$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,583 at 6%; with 50% employer match about $150,583 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
Ned B. Stein, M.D., P.A. Profit Sharing Plan-3$501,816$27,105$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,583 at 6%; with 50% employer match about $150,583 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
Ned B. Stein, M.D., P.A. | EIN 74-2060932 | 2019 Form 5500 Company Profile