Civic Intelligence

Lisa M. Stokes, D.D.S., M.S., P.A.

Plan context: Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan

EIN 75-2851867 • Sherman, TX • 32 filings • 4 plans

2921 N Heritage Parkway, Suite 200Sherman, TX 75092
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$798,670

2023 Contributions

$6,305

Historical Graphs

Total Assets Over Time

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

$2,594,251$1,297,126$0200020112021YearValue
$798,670Latest year 2021

Participants Over Time

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

1470200020112021YearValue
12Latest year 2021

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
202310$0$0-
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-0$0$0-
202210$0$0-
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-0$0$0-
2021112$798,670$6,305$525iApproximate average salary by contribution assumption: employee only about $13,135 at 4% or $8,757 at 6%; with 50% employer match about $8,757 at 4% or $5,838 at 6%; with 100% employer match about $6,568 at 4% or $4,378 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-12$798,670$6,305$525iApproximate average salary by contribution assumption: employee only about $13,135 at 4% or $8,757 at 6%; with 50% employer match about $8,757 at 4% or $5,838 at 6%; with 100% employer match about $6,568 at 4% or $4,378 at 6%.
2020113$727,647$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-13$727,647$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
2019214$2,594,251$167,571$11,969iApproximate average salary by contribution assumption: employee only about $299,234 at 4% or $199,489 at 6%; with 50% employer match about $199,489 at 4% or $132,993 at 6%; with 100% employer match about $149,617 at 4% or $99,745 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-14$1,979,208$115,063$8,219iApproximate average salary by contribution assumption: employee only about $205,470 at 4% or $136,980 at 6%; with 50% employer match about $136,980 at 4% or $91,320 at 6%; with 100% employer match about $102,735 at 4% or $68,490 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-14$615,043$52,508$3,751iApproximate average salary by contribution assumption: employee only about $93,764 at 4% or $62,510 at 6%; with 50% employer match about $62,510 at 4% or $41,673 at 6%; with 100% employer match about $46,882 at 4% or $31,255 at 6%.
2018214$2,195,794$201,909$14,422iApproximate average salary by contribution assumption: employee only about $360,552 at 4% or $240,368 at 6%; with 50% employer match about $240,368 at 4% or $160,245 at 6%; with 100% employer match about $180,276 at 4% or $120,184 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-14$1,688,940$101,909$7,279iApproximate average salary by contribution assumption: employee only about $181,980 at 4% or $121,320 at 6%; with 50% employer match about $121,320 at 4% or $80,880 at 6%; with 100% employer match about $90,990 at 4% or $60,660 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-14$506,854$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2017211$2,135,647$215,388$19,581iApproximate average salary by contribution assumption: employee only about $489,518 at 4% or $326,345 at 6%; with 50% employer match about $326,345 at 4% or $217,564 at 6%; with 100% employer match about $244,759 at 4% or $163,173 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-11$1,706,519$95,888$8,717iApproximate average salary by contribution assumption: employee only about $217,927 at 4% or $145,285 at 6%; with 50% employer match about $145,285 at 4% or $96,857 at 6%; with 100% employer match about $108,964 at 4% or $72,642 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-11$429,128$119,500$10,864iApproximate average salary by contribution assumption: employee only about $271,591 at 4% or $181,061 at 6%; with 50% employer match about $181,061 at 4% or $120,707 at 6%; with 100% employer match about $135,795 at 4% or $90,530 at 6%.
2016211$1,764,772$147,429$13,403iApproximate average salary by contribution assumption: employee only about $335,066 at 4% or $223,377 at 6%; with 50% employer match about $223,377 at 4% or $148,918 at 6%; with 100% employer match about $167,533 at 4% or $111,689 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-11$1,467,897$93,429$8,494iApproximate average salary by contribution assumption: employee only about $212,339 at 4% or $141,559 at 6%; with 50% employer match about $141,559 at 4% or $94,373 at 6%; with 100% employer match about $106,169 at 4% or $70,780 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-9$296,875$54,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
2015210$1,508,421$150,863$15,086iApproximate average salary by contribution assumption: employee only about $377,158 at 4% or $251,438 at 6%; with 50% employer match about $251,438 at 4% or $167,626 at 6%; with 100% employer match about $188,579 at 4% or $125,719 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-10$1,284,197$92,363$9,236iApproximate average salary by contribution assumption: employee only about $230,907 at 4% or $153,938 at 6%; with 50% employer match about $153,938 at 4% or $102,626 at 6%; with 100% employer match about $115,454 at 4% or $76,969 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-9$224,224$58,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201429$1,464,824$142,939$15,882iApproximate average salary by contribution assumption: employee only about $397,053 at 4% or $264,702 at 6%; with 50% employer match about $264,702 at 4% or $176,468 at 6%; with 100% employer match about $198,526 at 4% or $132,351 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-8$1,291,033$88,939$11,117iApproximate average salary by contribution assumption: employee only about $277,934 at 4% or $185,290 at 6%; with 50% employer match about $185,290 at 4% or $123,526 at 6%; with 100% employer match about $138,967 at 4% or $92,645 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-9$173,791$54,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201329$1,317,537$145,198$16,133iApproximate average salary by contribution assumption: employee only about $403,328 at 4% or $268,885 at 6%; with 50% employer match about $268,885 at 4% or $179,257 at 6%; with 100% employer match about $201,664 at 4% or $134,443 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-9$1,200,282$91,198$10,133iApproximate average salary by contribution assumption: employee only about $253,328 at 4% or $168,885 at 6%; with 50% employer match about $168,885 at 4% or $112,590 at 6%; with 100% employer match about $126,664 at 4% or $84,443 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-9$117,255$54,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
2012212$1,060,876$148,255$12,355iApproximate average salary by contribution assumption: employee only about $308,865 at 4% or $205,910 at 6%; with 50% employer match about $205,910 at 4% or $137,273 at 6%; with 100% employer match about $154,432 at 4% or $102,955 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-12$999,716$87,095$7,258iApproximate average salary by contribution assumption: employee only about $181,448 at 4% or $120,965 at 6%; with 50% employer match about $120,965 at 4% or $80,644 at 6%; with 100% employer match about $90,724 at 4% or $60,483 at 6%.
Lisa M. Stokes, D.D.S. M.S., P.A., Defined Benefit Cash Balance Plan-12$61,160$61,160$5,097iApproximate average salary by contribution assumption: employee only about $127,417 at 4% or $84,944 at 6%; with 50% employer match about $84,944 at 4% or $56,630 at 6%; with 100% employer match about $63,708 at 4% or $42,472 at 6%.
2011111$843,515$91,038$8,276iApproximate average salary by contribution assumption: employee only about $206,905 at 4% or $137,936 at 6%; with 50% employer match about $137,936 at 4% or $91,958 at 6%; with 100% employer match about $103,452 at 4% or $68,968 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-11$843,515$91,038$8,276iApproximate average salary by contribution assumption: employee only about $206,905 at 4% or $137,936 at 6%; with 50% employer match about $137,936 at 4% or $91,958 at 6%; with 100% employer match about $103,452 at 4% or $68,968 at 6%.
201018$766,376$94,807$11,851iApproximate average salary by contribution assumption: employee only about $296,272 at 4% or $197,515 at 6%; with 50% employer match about $197,515 at 4% or $131,676 at 6%; with 100% employer match about $148,136 at 4% or $98,757 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-8$766,376$94,807$11,851iApproximate average salary by contribution assumption: employee only about $296,272 at 4% or $197,515 at 6%; with 50% employer match about $197,515 at 4% or $131,676 at 6%; with 100% employer match about $148,136 at 4% or $98,757 at 6%.
2009111$674,511$101,816$9,256iApproximate average salary by contribution assumption: employee only about $231,400 at 4% or $154,267 at 6%; with 50% employer match about $154,267 at 4% or $102,844 at 6%; with 100% employer match about $115,700 at 4% or $77,133 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-11$674,511$101,816$9,256iApproximate average salary by contribution assumption: employee only about $231,400 at 4% or $154,267 at 6%; with 50% employer match about $154,267 at 4% or $102,844 at 6%; with 100% employer match about $115,700 at 4% or $77,133 at 6%.
2008111$497,590$82,566$7,506iApproximate average salary by contribution assumption: employee only about $187,650 at 4% or $125,100 at 6%; with 50% employer match about $125,100 at 4% or $83,400 at 6%; with 100% employer match about $93,825 at 4% or $62,550 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-11$497,590$82,566$7,506iApproximate average salary by contribution assumption: employee only about $187,650 at 4% or $125,100 at 6%; with 50% employer match about $125,100 at 4% or $83,400 at 6%; with 100% employer match about $93,825 at 4% or $62,550 at 6%.
200719$758,597$89,909$9,990iApproximate average salary by contribution assumption: employee only about $249,747 at 4% or $166,498 at 6%; with 50% employer match about $166,498 at 4% or $110,999 at 6%; with 100% employer match about $124,874 at 4% or $83,249 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-9$758,597$89,909$9,990iApproximate average salary by contribution assumption: employee only about $249,747 at 4% or $166,498 at 6%; with 50% employer match about $166,498 at 4% or $110,999 at 6%; with 100% employer match about $124,874 at 4% or $83,249 at 6%.
200619$728,646$99,591$11,066iApproximate average salary by contribution assumption: employee only about $276,642 at 4% or $184,428 at 6%; with 50% employer match about $184,428 at 4% or $122,952 at 6%; with 100% employer match about $138,321 at 4% or $92,214 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-9$728,646$99,591$11,066iApproximate average salary by contribution assumption: employee only about $276,642 at 4% or $184,428 at 6%; with 50% employer match about $184,428 at 4% or $122,952 at 6%; with 100% employer match about $138,321 at 4% or $92,214 at 6%.
2005114$614,271$100,846$7,203iApproximate average salary by contribution assumption: employee only about $180,082 at 4% or $120,055 at 6%; with 50% employer match about $120,055 at 4% or $80,037 at 6%; with 100% employer match about $90,041 at 4% or $60,027 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-14$614,271$100,846$7,203iApproximate average salary by contribution assumption: employee only about $180,082 at 4% or $120,055 at 6%; with 50% employer match about $120,055 at 4% or $80,037 at 6%; with 100% employer match about $90,041 at 4% or $60,027 at 6%.
2004112$477,654$95,577$7,965iApproximate average salary by contribution assumption: employee only about $199,119 at 4% or $132,746 at 6%; with 50% employer match about $132,746 at 4% or $88,497 at 6%; with 100% employer match about $99,559 at 4% or $66,373 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-12$477,654$95,577$7,965iApproximate average salary by contribution assumption: employee only about $199,119 at 4% or $132,746 at 6%; with 50% employer match about $132,746 at 4% or $88,497 at 6%; with 100% employer match about $99,559 at 4% or $66,373 at 6%.
2003110$329,863$86,195$8,620iApproximate average salary by contribution assumption: employee only about $215,488 at 4% or $143,658 at 6%; with 50% employer match about $143,658 at 4% or $95,772 at 6%; with 100% employer match about $107,744 at 4% or $71,829 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-10$329,863$86,195$8,620iApproximate average salary by contribution assumption: employee only about $215,488 at 4% or $143,658 at 6%; with 50% employer match about $143,658 at 4% or $95,772 at 6%; with 100% employer match about $107,744 at 4% or $71,829 at 6%.
2002111$174,412$84,726$7,702iApproximate average salary by contribution assumption: employee only about $192,559 at 4% or $128,373 at 6%; with 50% employer match about $128,373 at 4% or $85,582 at 6%; with 100% employer match about $96,280 at 4% or $64,186 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-11$174,412$84,726$7,702iApproximate average salary by contribution assumption: employee only about $192,559 at 4% or $128,373 at 6%; with 50% employer match about $128,373 at 4% or $85,582 at 6%; with 100% employer match about $96,280 at 4% or $64,186 at 6%.
2001110$110,556$60,552$6,055iApproximate average salary by contribution assumption: employee only about $151,380 at 4% or $100,920 at 6%; with 50% employer match about $100,920 at 4% or $67,280 at 6%; with 100% employer match about $75,690 at 4% or $50,460 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-10$110,556$60,552$6,055iApproximate average salary by contribution assumption: employee only about $151,380 at 4% or $100,920 at 6%; with 50% employer match about $100,920 at 4% or $67,280 at 6%; with 100% employer match about $75,690 at 4% or $50,460 at 6%.
200018$46,175$46,251$5,781iApproximate average salary by contribution assumption: employee only about $144,534 at 4% or $96,356 at 6%; with 50% employer match about $96,356 at 4% or $64,238 at 6%; with 100% employer match about $72,267 at 4% or $48,178 at 6%.
Lisa M. Stokes, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan & Trust-8$46,175$46,251$5,781iApproximate average salary by contribution assumption: employee only about $144,534 at 4% or $96,356 at 6%; with 50% employer match about $96,356 at 4% or $64,238 at 6%; with 100% employer match about $72,267 at 4% or $48,178 at 6%.