Civic Intelligence

Lori Stetler, M.D., P.A.

Plan context: Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust

EIN 75-2626201 • Dallas, TX • 27 filings • 4 plans

8201 Preston Road, Suite 350Dallas, TX 75225
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$1,491,933

2025 Contributions

$217,087

Historical Graphs

Total Assets Over Time

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

$3,648,696$1,824,348$0199920132025YearValue
$1,491,933Latest year 2025

Participants Over Time

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

27140199920122025YearValue
26Latest year 2025

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
2025126$1,491,933$217,087$8,350iApproximate average salary by contribution assumption: employee only about $208,738 at 4% or $139,158 at 6%; with 50% employer match about $139,158 at 4% or $92,772 at 6%; with 100% employer match about $104,369 at 4% or $69,579 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-26$1,491,933$217,087$8,350iApproximate average salary by contribution assumption: employee only about $208,738 at 4% or $139,158 at 6%; with 50% employer match about $139,158 at 4% or $92,772 at 6%; with 100% employer match about $104,369 at 4% or $69,579 at 6%.
2024122$3,417,182$163,549$7,434iApproximate average salary by contribution assumption: employee only about $185,851 at 4% or $123,901 at 6%; with 50% employer match about $123,901 at 4% or $82,601 at 6%; with 100% employer match about $92,926 at 4% or $61,950 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-22$3,417,182$163,549$7,434iApproximate average salary by contribution assumption: employee only about $185,851 at 4% or $123,901 at 6%; with 50% employer match about $123,901 at 4% or $82,601 at 6%; with 100% employer match about $92,926 at 4% or $61,950 at 6%.
2023127$3,442,174$181,670$6,729iApproximate average salary by contribution assumption: employee only about $168,213 at 4% or $112,142 at 6%; with 50% employer match about $112,142 at 4% or $74,761 at 6%; with 100% employer match about $84,106 at 4% or $56,071 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-27$3,442,174$181,670$6,729iApproximate average salary by contribution assumption: employee only about $168,213 at 4% or $112,142 at 6%; with 50% employer match about $112,142 at 4% or $74,761 at 6%; with 100% employer match about $84,106 at 4% or $56,071 at 6%.
2022120$2,847,070$149,024$7,451iApproximate average salary by contribution assumption: employee only about $186,280 at 4% or $124,187 at 6%; with 50% employer match about $124,187 at 4% or $82,791 at 6%; with 100% employer match about $93,140 at 4% or $62,093 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-20$2,847,070$149,024$7,451iApproximate average salary by contribution assumption: employee only about $186,280 at 4% or $124,187 at 6%; with 50% employer match about $124,187 at 4% or $82,791 at 6%; with 100% employer match about $93,140 at 4% or $62,093 at 6%.
2021120$3,189,319$153,020$7,651iApproximate average salary by contribution assumption: employee only about $191,275 at 4% or $127,517 at 6%; with 50% employer match about $127,517 at 4% or $85,011 at 6%; with 100% employer match about $95,638 at 4% or $63,758 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-20$3,189,319$153,020$7,651iApproximate average salary by contribution assumption: employee only about $191,275 at 4% or $127,517 at 6%; with 50% employer match about $127,517 at 4% or $85,011 at 6%; with 100% employer match about $95,638 at 4% or $63,758 at 6%.
2020116$2,638,994$129,711$8,107iApproximate average salary by contribution assumption: employee only about $202,673 at 4% or $135,116 at 6%; with 50% employer match about $135,116 at 4% or $90,077 at 6%; with 100% employer match about $101,337 at 4% or $67,558 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-16$2,638,994$129,711$8,107iApproximate average salary by contribution assumption: employee only about $202,673 at 4% or $135,116 at 6%; with 50% employer match about $135,116 at 4% or $90,077 at 6%; with 100% employer match about $101,337 at 4% or $67,558 at 6%.
2019119$3,648,696$179,599$9,453iApproximate average salary by contribution assumption: employee only about $236,314 at 4% or $157,543 at 6%; with 50% employer match about $157,543 at 4% or $105,029 at 6%; with 100% employer match about $118,157 at 4% or $78,771 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-19$3,648,696$179,599$9,453iApproximate average salary by contribution assumption: employee only about $236,314 at 4% or $157,543 at 6%; with 50% employer match about $157,543 at 4% or $105,029 at 6%; with 100% employer match about $118,157 at 4% or $78,771 at 6%.
2018116$3,205,334$139,175$8,698iApproximate average salary by contribution assumption: employee only about $217,461 at 4% or $144,974 at 6%; with 50% employer match about $144,974 at 4% or $96,649 at 6%; with 100% employer match about $108,730 at 4% or $72,487 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-16$3,205,334$139,175$8,698iApproximate average salary by contribution assumption: employee only about $217,461 at 4% or $144,974 at 6%; with 50% employer match about $144,974 at 4% or $96,649 at 6%; with 100% employer match about $108,730 at 4% or $72,487 at 6%.
2017114$3,320,261$130,644$9,332iApproximate average salary by contribution assumption: employee only about $233,293 at 4% or $155,529 at 6%; with 50% employer match about $155,529 at 4% or $103,686 at 6%; with 100% employer match about $116,646 at 4% or $77,764 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-14$3,320,261$130,644$9,332iApproximate average salary by contribution assumption: employee only about $233,293 at 4% or $155,529 at 6%; with 50% employer match about $155,529 at 4% or $103,686 at 6%; with 100% employer match about $116,646 at 4% or $77,764 at 6%.
2016117$2,913,214$137,615$8,095iApproximate average salary by contribution assumption: employee only about $202,375 at 4% or $134,917 at 6%; with 50% employer match about $134,917 at 4% or $89,944 at 6%; with 100% employer match about $101,188 at 4% or $67,458 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-17$2,913,214$137,615$8,095iApproximate average salary by contribution assumption: employee only about $202,375 at 4% or $134,917 at 6%; with 50% employer match about $134,917 at 4% or $89,944 at 6%; with 100% employer match about $101,188 at 4% or $67,458 at 6%.
2015115$2,562,057$137,037$9,136iApproximate average salary by contribution assumption: employee only about $228,395 at 4% or $152,263 at 6%; with 50% employer match about $152,263 at 4% or $101,509 at 6%; with 100% employer match about $114,197 at 4% or $76,132 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-15$2,562,057$137,037$9,136iApproximate average salary by contribution assumption: employee only about $228,395 at 4% or $152,263 at 6%; with 50% employer match about $152,263 at 4% or $101,509 at 6%; with 100% employer match about $114,197 at 4% or $76,132 at 6%.
2014115$2,512,089$130,500$8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-15$2,512,089$130,500$8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%.
2013113$2,313,626$124,823$9,602iApproximate average salary by contribution assumption: employee only about $240,044 at 4% or $160,029 at 6%; with 50% employer match about $160,029 at 4% or $106,686 at 6%; with 100% employer match about $120,022 at 4% or $80,015 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-13$2,313,626$124,823$9,602iApproximate average salary by contribution assumption: employee only about $240,044 at 4% or $160,029 at 6%; with 50% employer match about $160,029 at 4% or $106,686 at 6%; with 100% employer match about $120,022 at 4% or $80,015 at 6%.
2012112$1,962,573$807,182$67,265iApproximate average salary by contribution assumption: employee only about $1,681,629 at 4% or $1,121,086 at 6%; with 50% employer match about $1,121,086 at 4% or $747,391 at 6%; with 100% employer match about $840,815 at 4% or $560,543 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-12$1,962,573$807,182$67,265iApproximate average salary by contribution assumption: employee only about $1,681,629 at 4% or $1,121,086 at 6%; with 50% employer match about $1,121,086 at 4% or $747,391 at 6%; with 100% employer match about $840,815 at 4% or $560,543 at 6%.
2011113$1,098,561$109,384$8,414iApproximate average salary by contribution assumption: employee only about $210,354 at 4% or $140,236 at 6%; with 50% employer match about $140,236 at 4% or $93,491 at 6%; with 100% employer match about $105,177 at 4% or $70,118 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-13$1,098,561$109,384$8,414iApproximate average salary by contribution assumption: employee only about $210,354 at 4% or $140,236 at 6%; with 50% employer match about $140,236 at 4% or $93,491 at 6%; with 100% employer match about $105,177 at 4% or $70,118 at 6%.
2010111$1,003,767$97,016$8,820iApproximate average salary by contribution assumption: employee only about $220,491 at 4% or $146,994 at 6%; with 50% employer match about $146,994 at 4% or $97,996 at 6%; with 100% employer match about $110,245 at 4% or $73,497 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-11$1,003,767$97,016$8,820iApproximate average salary by contribution assumption: employee only about $220,491 at 4% or $146,994 at 6%; with 50% employer match about $146,994 at 4% or $97,996 at 6%; with 100% employer match about $110,245 at 4% or $73,497 at 6%.
200919$843,240$74,901$8,322iApproximate average salary by contribution assumption: employee only about $208,058 at 4% or $138,706 at 6%; with 50% employer match about $138,706 at 4% or $92,470 at 6%; with 100% employer match about $104,029 at 4% or $69,353 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-9$843,240$74,901$8,322iApproximate average salary by contribution assumption: employee only about $208,058 at 4% or $138,706 at 6%; with 50% employer match about $138,706 at 4% or $92,470 at 6%; with 100% employer match about $104,029 at 4% or $69,353 at 6%.
2008110$676,504$78,376$7,838iApproximate average salary by contribution assumption: employee only about $195,940 at 4% or $130,627 at 6%; with 50% employer match about $130,627 at 4% or $87,084 at 6%; with 100% employer match about $97,970 at 4% or $65,313 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-10$676,504$78,376$7,838iApproximate average salary by contribution assumption: employee only about $195,940 at 4% or $130,627 at 6%; with 50% employer match about $130,627 at 4% or $87,084 at 6%; with 100% employer match about $97,970 at 4% or $65,313 at 6%.
2007110$1,031,868$76,588$7,659iApproximate average salary by contribution assumption: employee only about $191,470 at 4% or $127,647 at 6%; with 50% employer match about $127,647 at 4% or $85,098 at 6%; with 100% employer match about $95,735 at 4% or $63,823 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-10$1,031,868$76,588$7,659iApproximate average salary by contribution assumption: employee only about $191,470 at 4% or $127,647 at 6%; with 50% employer match about $127,647 at 4% or $85,098 at 6%; with 100% employer match about $95,735 at 4% or $63,823 at 6%.
2006111$917,871$72,890$6,626iApproximate average salary by contribution assumption: employee only about $165,659 at 4% or $110,439 at 6%; with 50% employer match about $110,439 at 4% or $73,626 at 6%; with 100% employer match about $82,830 at 4% or $55,220 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-11$917,871$72,890$6,626iApproximate average salary by contribution assumption: employee only about $165,659 at 4% or $110,439 at 6%; with 50% employer match about $110,439 at 4% or $73,626 at 6%; with 100% employer match about $82,830 at 4% or $55,220 at 6%.
2005110$777,735$60,139$6,014iApproximate average salary by contribution assumption: employee only about $150,348 at 4% or $100,232 at 6%; with 50% employer match about $100,232 at 4% or $66,821 at 6%; with 100% employer match about $75,174 at 4% or $50,116 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-10$777,735$60,139$6,014iApproximate average salary by contribution assumption: employee only about $150,348 at 4% or $100,232 at 6%; with 50% employer match about $100,232 at 4% or $66,821 at 6%; with 100% employer match about $75,174 at 4% or $50,116 at 6%.
200418$682,917$65,851$8,231iApproximate average salary by contribution assumption: employee only about $205,784 at 4% or $137,190 at 6%; with 50% employer match about $137,190 at 4% or $91,460 at 6%; with 100% employer match about $102,892 at 4% or $68,595 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-8$682,917$65,851$8,231iApproximate average salary by contribution assumption: employee only about $205,784 at 4% or $137,190 at 6%; with 50% employer match about $137,190 at 4% or $91,460 at 6%; with 100% employer match about $102,892 at 4% or $68,595 at 6%.
200318$519,787$64,236$8,030iApproximate average salary by contribution assumption: employee only about $200,738 at 4% or $133,825 at 6%; with 50% employer match about $133,825 at 4% or $89,217 at 6%; with 100% employer match about $100,369 at 4% or $66,913 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-8$519,787$64,236$8,030iApproximate average salary by contribution assumption: employee only about $200,738 at 4% or $133,825 at 6%; with 50% employer match about $133,825 at 4% or $89,217 at 6%; with 100% employer match about $100,369 at 4% or $66,913 at 6%.
200218$343,826$59,302$7,413iApproximate average salary by contribution assumption: employee only about $185,319 at 4% or $123,546 at 6%; with 50% employer match about $123,546 at 4% or $82,364 at 6%; with 100% employer match about $92,659 at 4% or $61,773 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-8$343,826$59,302$7,413iApproximate average salary by contribution assumption: employee only about $185,319 at 4% or $123,546 at 6%; with 50% employer match about $123,546 at 4% or $82,364 at 6%; with 100% employer match about $92,659 at 4% or $61,773 at 6%.
200116$0$0-
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-6---
200015$242,113$37,699$7,540iApproximate average salary by contribution assumption: employee only about $188,495 at 4% or $125,663 at 6%; with 50% employer match about $125,663 at 4% or $83,776 at 6%; with 100% employer match about $94,248 at 4% or $62,832 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-5$242,113$37,699$7,540iApproximate average salary by contribution assumption: employee only about $188,495 at 4% or $125,663 at 6%; with 50% employer match about $125,663 at 4% or $83,776 at 6%; with 100% employer match about $94,248 at 4% or $62,832 at 6%.
199915$173,596$38,026$7,605iApproximate average salary by contribution assumption: employee only about $190,130 at 4% or $126,753 at 6%; with 50% employer match about $126,753 at 4% or $84,502 at 6%; with 100% employer match about $95,065 at 4% or $63,377 at 6%.
Lori Stetler, M.D., P.A. Money Purchase Pension Plan & Trust-5$173,596$38,026$7,605iApproximate average salary by contribution assumption: employee only about $190,130 at 4% or $126,753 at 6%; with 50% employer match about $126,753 at 4% or $84,502 at 6%; with 100% employer match about $95,065 at 4% or $63,377 at 6%.