Steve Carstensen, D.D.S.
Plan context: Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust
EIN 75-1904587 • Bellevue, WA • 16 filings • 2 plans
Current Snapshot
Latest Year
2014
2014 Participants
12
2014 Assets
$1,440,887
2014 Contributions
$109,946
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 12 | $1,440,887 | $109,946 | $9,162iApproximate average salary by contribution assumption: employee only about $229,054 at 4% or $152,703 at 6%; with 50% employer match about $152,703 at 4% or $101,802 at 6%; with 100% employer match about $114,527 at 4% or $76,351 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 12 | $1,440,887 | $109,946 | $9,162iApproximate average salary by contribution assumption: employee only about $229,054 at 4% or $152,703 at 6%; with 50% employer match about $152,703 at 4% or $101,802 at 6%; with 100% employer match about $114,527 at 4% or $76,351 at 6%. |
| 2013 | 1 | 9 | $1,291,777 | $106,889 | $11,877iApproximate average salary by contribution assumption: employee only about $296,914 at 4% or $197,943 at 6%; with 50% employer match about $197,943 at 4% or $131,962 at 6%; with 100% employer match about $148,457 at 4% or $98,971 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 9 | $1,291,777 | $106,889 | $11,877iApproximate average salary by contribution assumption: employee only about $296,914 at 4% or $197,943 at 6%; with 50% employer match about $197,943 at 4% or $131,962 at 6%; with 100% employer match about $148,457 at 4% or $98,971 at 6%. |
| 2012 | 1 | 7 | $1,061,278 | $188,402 | $26,915iApproximate average salary by contribution assumption: employee only about $672,864 at 4% or $448,576 at 6%; with 50% employer match about $448,576 at 4% or $299,051 at 6%; with 100% employer match about $336,432 at 4% or $224,288 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 7 | $1,061,278 | $188,402 | $26,915iApproximate average salary by contribution assumption: employee only about $672,864 at 4% or $448,576 at 6%; with 50% employer match about $448,576 at 4% or $299,051 at 6%; with 100% employer match about $336,432 at 4% or $224,288 at 6%. |
| 2011 | 1 | 10 | $794,099 | $88,740 | $8,874iApproximate average salary by contribution assumption: employee only about $221,850 at 4% or $147,900 at 6%; with 50% employer match about $147,900 at 4% or $98,600 at 6%; with 100% employer match about $110,925 at 4% or $73,950 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 10 | $794,099 | $88,740 | $8,874iApproximate average salary by contribution assumption: employee only about $221,850 at 4% or $147,900 at 6%; with 50% employer match about $147,900 at 4% or $98,600 at 6%; with 100% employer match about $110,925 at 4% or $73,950 at 6%. |
| 2010 | 1 | 6 | $708,880 | $64,702 | $10,784iApproximate average salary by contribution assumption: employee only about $269,592 at 4% or $179,728 at 6%; with 50% employer match about $179,728 at 4% or $119,819 at 6%; with 100% employer match about $134,796 at 4% or $89,864 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 6 | $708,880 | $64,702 | $10,784iApproximate average salary by contribution assumption: employee only about $269,592 at 4% or $179,728 at 6%; with 50% employer match about $179,728 at 4% or $119,819 at 6%; with 100% employer match about $134,796 at 4% or $89,864 at 6%. |
| 2009 | 1 | 7 | $602,360 | $59,934 | $8,562iApproximate average salary by contribution assumption: employee only about $214,050 at 4% or $142,700 at 6%; with 50% employer match about $142,700 at 4% or $95,133 at 6%; with 100% employer match about $107,025 at 4% or $71,350 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 7 | $602,360 | $59,934 | $8,562iApproximate average salary by contribution assumption: employee only about $214,050 at 4% or $142,700 at 6%; with 50% employer match about $142,700 at 4% or $95,133 at 6%; with 100% employer match about $107,025 at 4% or $71,350 at 6%. |
| 2008 | 1 | 6 | $0 | $0 | - |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 6 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 5 | - | - | - |
| 2006 | 1 | 6 | $565,680 | $58,960 | $9,827iApproximate average salary by contribution assumption: employee only about $245,667 at 4% or $163,778 at 6%; with 50% employer match about $163,778 at 4% or $109,185 at 6%; with 100% employer match about $122,833 at 4% or $81,889 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 6 | $565,680 | $58,960 | $9,827iApproximate average salary by contribution assumption: employee only about $245,667 at 4% or $163,778 at 6%; with 50% employer match about $163,778 at 4% or $109,185 at 6%; with 100% employer match about $122,833 at 4% or $81,889 at 6%. |
| 2005 | 1 | 4 | $464,022 | $60,436 | $15,109iApproximate average salary by contribution assumption: employee only about $377,725 at 4% or $251,817 at 6%; with 50% employer match about $251,817 at 4% or $167,878 at 6%; with 100% employer match about $188,863 at 4% or $125,908 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 4 | $464,022 | $60,436 | $15,109iApproximate average salary by contribution assumption: employee only about $377,725 at 4% or $251,817 at 6%; with 50% employer match about $251,817 at 4% or $167,878 at 6%; with 100% employer match about $188,863 at 4% or $125,908 at 6%. |
| 2004 | 1 | 7 | $373,767 | $49,243 | $7,035iApproximate average salary by contribution assumption: employee only about $175,868 at 4% or $117,245 at 6%; with 50% employer match about $117,245 at 4% or $78,163 at 6%; with 100% employer match about $87,934 at 4% or $58,623 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 7 | $373,767 | $49,243 | $7,035iApproximate average salary by contribution assumption: employee only about $175,868 at 4% or $117,245 at 6%; with 50% employer match about $117,245 at 4% or $78,163 at 6%; with 100% employer match about $87,934 at 4% or $58,623 at 6%. |
| 2003 | 1 | 3 | $288,930 | $114,044 | $38,015iApproximate average salary by contribution assumption: employee only about $950,367 at 4% or $633,578 at 6%; with 50% employer match about $633,578 at 4% or $422,385 at 6%; with 100% employer match about $475,183 at 4% or $316,789 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 3 | $288,930 | $114,044 | $38,015iApproximate average salary by contribution assumption: employee only about $950,367 at 4% or $633,578 at 6%; with 50% employer match about $633,578 at 4% or $422,385 at 6%; with 100% employer match about $475,183 at 4% or $316,789 at 6%. |
| 2002 | 1 | 6 | $132,959 | $41,504 | $6,917iApproximate average salary by contribution assumption: employee only about $172,933 at 4% or $115,289 at 6%; with 50% employer match about $115,289 at 4% or $76,859 at 6%; with 100% employer match about $86,467 at 4% or $57,644 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 6 | $132,959 | $41,504 | $6,917iApproximate average salary by contribution assumption: employee only about $172,933 at 4% or $115,289 at 6%; with 50% employer match about $115,289 at 4% or $76,859 at 6%; with 100% employer match about $86,467 at 4% or $57,644 at 6%. |
| 2001 | 1 | 5 | $120,808 | $31,390 | $6,278iApproximate average salary by contribution assumption: employee only about $156,950 at 4% or $104,633 at 6%; with 50% employer match about $104,633 at 4% or $69,756 at 6%; with 100% employer match about $78,475 at 4% or $52,317 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 5 | $120,808 | $31,390 | $6,278iApproximate average salary by contribution assumption: employee only about $156,950 at 4% or $104,633 at 6%; with 50% employer match about $104,633 at 4% or $69,756 at 6%; with 100% employer match about $78,475 at 4% or $52,317 at 6%. |
| 2000 | 1 | 4 | $82,574 | $32,169 | $8,042iApproximate average salary by contribution assumption: employee only about $201,056 at 4% or $134,038 at 6%; with 50% employer match about $134,038 at 4% or $89,358 at 6%; with 100% employer match about $100,528 at 4% or $67,019 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 4 | $82,574 | $32,169 | $8,042iApproximate average salary by contribution assumption: employee only about $201,056 at 4% or $134,038 at 6%; with 50% employer match about $134,038 at 4% or $89,358 at 6%; with 100% employer match about $100,528 at 4% or $67,019 at 6%. |
| 1999 | 1 | 4 | $45,823 | $8,868 | $2,217iApproximate average salary by contribution assumption: employee only about $55,425 at 4% or $36,950 at 6%; with 50% employer match about $36,950 at 4% or $24,633 at 6%; with 100% employer match about $27,713 at 4% or $18,475 at 6%. |
| Steve Carstensen, D.D.S. Money Purchase Pension Plan & Trust | - | 4 | $45,823 | $8,868 | $2,217iApproximate average salary by contribution assumption: employee only about $55,425 at 4% or $36,950 at 6%; with 50% employer match about $36,950 at 4% or $24,633 at 6%; with 100% employer match about $27,713 at 4% or $18,475 at 6%. |