Civic Intelligence

Jon K. Stern, MD, Pa

Plan context: JON STERN, MD PA 401K PLAN

EIN 74-2179930 • Houston, TX • 8 filings • 2 plans

7500 Beechnut StSuite 350Houston, TX 77074
Current Snapshot

Latest Year

2012

2012 Participants

7

2012 Assets

$288,758

2012 Contributions

$42,267

Historical Graphs

Total Assets Over Time

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

$1,617,018$808,509$0200020032011YearValue
$288,758Latest year 2011

Participants Over Time

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

840200020032011YearValue
7Latest year 2011

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
201210$0$42,267-
JON STERN, MD PA 401K PLAN-0$0$42,267-
201117$288,758$48,581$6,940iApproximate average salary by contribution assumption: employee only about $173,504 at 4% or $115,669 at 6%; with 50% employer match about $115,669 at 4% or $77,113 at 6%; with 100% employer match about $86,752 at 4% or $57,835 at 6%.
JON STERN, MD PA 401K PLAN-7$288,758$48,581$6,940iApproximate average salary by contribution assumption: employee only about $173,504 at 4% or $115,669 at 6%; with 50% employer match about $115,669 at 4% or $77,113 at 6%; with 100% employer match about $86,752 at 4% or $57,835 at 6%.
201018$247,788$221,529$27,691iApproximate average salary by contribution assumption: employee only about $692,278 at 4% or $461,519 at 6%; with 50% employer match about $461,519 at 4% or $307,679 at 6%; with 100% employer match about $346,139 at 4% or $230,759 at 6%.
JON STERN, MD PA 401K PLAN-8$247,788$221,529$27,691iApproximate average salary by contribution assumption: employee only about $692,278 at 4% or $461,519 at 6%; with 50% employer match about $461,519 at 4% or $307,679 at 6%; with 100% employer match about $346,139 at 4% or $230,759 at 6%.
200410$0$0-
Jon K. Stern, M.D., P.A. Integrated Profit Sharing Plan-0---
200315$1,617,018$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Jon K. Stern, M.D., P.A. Integrated Profit Sharing Plan-5$1,617,018$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200215$1,341,373$61,354$12,271iApproximate average salary by contribution assumption: employee only about $306,770 at 4% or $204,513 at 6%; with 50% employer match about $204,513 at 4% or $136,342 at 6%; with 100% employer match about $153,385 at 4% or $102,257 at 6%.
Jon K. Stern, M.D., P.A. Integrated Profit Sharing Plan-5$1,341,373$61,354$12,271iApproximate average salary by contribution assumption: employee only about $306,770 at 4% or $204,513 at 6%; with 50% employer match about $204,513 at 4% or $136,342 at 6%; with 100% employer match about $153,385 at 4% or $102,257 at 6%.
200118$1,435,358$48,121$6,015iApproximate average salary by contribution assumption: employee only about $150,378 at 4% or $100,252 at 6%; with 50% employer match about $100,252 at 4% or $66,835 at 6%; with 100% employer match about $75,189 at 4% or $50,126 at 6%.
Jon K. Stern, M.D., P.A. Integrated Profit Sharing Plan-8$1,435,358$48,121$6,015iApproximate average salary by contribution assumption: employee only about $150,378 at 4% or $100,252 at 6%; with 50% employer match about $100,252 at 4% or $66,835 at 6%; with 100% employer match about $75,189 at 4% or $50,126 at 6%.
200018$1,508,938$44,762$5,595iApproximate average salary by contribution assumption: employee only about $139,881 at 4% or $93,254 at 6%; with 50% employer match about $93,254 at 4% or $62,169 at 6%; with 100% employer match about $69,941 at 4% or $46,627 at 6%.
Jon K. Stern, M.D., P.A. Integrated Profit Sharing Plan-8$1,508,938$44,762$5,595iApproximate average salary by contribution assumption: employee only about $139,881 at 4% or $93,254 at 6%; with 50% employer match about $93,254 at 4% or $62,169 at 6%; with 100% employer match about $69,941 at 4% or $46,627 at 6%.