Stephen W. Ostwald, D.D.S. Inc.
Plan context: Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan
EIN 75-2976143 • San Francisco, CA • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$5,856,115
2024 Contributions
$148,441
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $5,856,115 | $148,441 | $24,740iApproximate average salary by contribution assumption: employee only about $618,504 at 4% or $412,336 at 6%; with 50% employer match about $412,336 at 4% or $274,891 at 6%; with 100% employer match about $309,252 at 4% or $206,168 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $5,856,115 | $148,441 | $24,740iApproximate average salary by contribution assumption: employee only about $618,504 at 4% or $412,336 at 6%; with 50% employer match about $412,336 at 4% or $274,891 at 6%; with 100% employer match about $309,252 at 4% or $206,168 at 6%. |
| 2023 | 1 | 6 | $5,091,082 | $150,324 | $25,054iApproximate average salary by contribution assumption: employee only about $626,350 at 4% or $417,567 at 6%; with 50% employer match about $417,567 at 4% or $278,378 at 6%; with 100% employer match about $313,175 at 4% or $208,783 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $5,091,082 | $150,324 | $25,054iApproximate average salary by contribution assumption: employee only about $626,350 at 4% or $417,567 at 6%; with 50% employer match about $417,567 at 4% or $278,378 at 6%; with 100% employer match about $313,175 at 4% or $208,783 at 6%. |
| 2022 | 1 | 6 | $4,274,308 | $131,976 | $21,996iApproximate average salary by contribution assumption: employee only about $549,900 at 4% or $366,600 at 6%; with 50% employer match about $366,600 at 4% or $244,400 at 6%; with 100% employer match about $274,950 at 4% or $183,300 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $4,274,308 | $131,976 | $21,996iApproximate average salary by contribution assumption: employee only about $549,900 at 4% or $366,600 at 6%; with 50% employer match about $366,600 at 4% or $244,400 at 6%; with 100% employer match about $274,950 at 4% or $183,300 at 6%. |
| 2021 | 1 | 6 | $4,473,364 | $133,881 | $22,314iApproximate average salary by contribution assumption: employee only about $557,838 at 4% or $371,892 at 6%; with 50% employer match about $371,892 at 4% or $247,928 at 6%; with 100% employer match about $278,919 at 4% or $185,946 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $4,473,364 | $133,881 | $22,314iApproximate average salary by contribution assumption: employee only about $557,838 at 4% or $371,892 at 6%; with 50% employer match about $371,892 at 4% or $247,928 at 6%; with 100% employer match about $278,919 at 4% or $185,946 at 6%. |
| 2020 | 1 | 6 | $3,674,674 | $112,059 | $18,677iApproximate average salary by contribution assumption: employee only about $466,913 at 4% or $311,275 at 6%; with 50% employer match about $311,275 at 4% or $207,517 at 6%; with 100% employer match about $233,456 at 4% or $155,638 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $3,674,674 | $112,059 | $18,677iApproximate average salary by contribution assumption: employee only about $466,913 at 4% or $311,275 at 6%; with 50% employer match about $311,275 at 4% or $207,517 at 6%; with 100% employer match about $233,456 at 4% or $155,638 at 6%. |
| 2019 | 1 | 5 | $3,317,427 | $106,344 | $21,269iApproximate average salary by contribution assumption: employee only about $531,720 at 4% or $354,480 at 6%; with 50% employer match about $354,480 at 4% or $236,320 at 6%; with 100% employer match about $265,860 at 4% or $177,240 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 5 | $3,317,427 | $106,344 | $21,269iApproximate average salary by contribution assumption: employee only about $531,720 at 4% or $354,480 at 6%; with 50% employer match about $354,480 at 4% or $236,320 at 6%; with 100% employer match about $265,860 at 4% or $177,240 at 6%. |
| 2018 | 1 | 5 | $2,834,810 | $107,028 | $21,406iApproximate average salary by contribution assumption: employee only about $535,140 at 4% or $356,760 at 6%; with 50% employer match about $356,760 at 4% or $237,840 at 6%; with 100% employer match about $267,570 at 4% or $178,380 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 5 | $2,834,810 | $107,028 | $21,406iApproximate average salary by contribution assumption: employee only about $535,140 at 4% or $356,760 at 6%; with 50% employer match about $356,760 at 4% or $237,840 at 6%; with 100% employer match about $267,570 at 4% or $178,380 at 6%. |
| 2017 | 1 | 6 | $3,044,255 | $105,427 | $17,571iApproximate average salary by contribution assumption: employee only about $439,279 at 4% or $292,853 at 6%; with 50% employer match about $292,853 at 4% or $195,235 at 6%; with 100% employer match about $219,640 at 4% or $146,426 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $3,044,255 | $105,427 | $17,571iApproximate average salary by contribution assumption: employee only about $439,279 at 4% or $292,853 at 6%; with 50% employer match about $292,853 at 4% or $195,235 at 6%; with 100% employer match about $219,640 at 4% or $146,426 at 6%. |
| 2016 | 1 | 6 | $2,565,600 | $103,445 | $17,241iApproximate average salary by contribution assumption: employee only about $431,021 at 4% or $287,347 at 6%; with 50% employer match about $287,347 at 4% or $191,565 at 6%; with 100% employer match about $215,510 at 4% or $143,674 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $2,565,600 | $103,445 | $17,241iApproximate average salary by contribution assumption: employee only about $431,021 at 4% or $287,347 at 6%; with 50% employer match about $287,347 at 4% or $191,565 at 6%; with 100% employer match about $215,510 at 4% or $143,674 at 6%. |
| 2015 | 1 | 5 | $2,220,851 | $96,321 | $19,264iApproximate average salary by contribution assumption: employee only about $481,605 at 4% or $321,070 at 6%; with 50% employer match about $321,070 at 4% or $214,047 at 6%; with 100% employer match about $240,803 at 4% or $160,535 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 5 | $2,220,851 | $96,321 | $19,264iApproximate average salary by contribution assumption: employee only about $481,605 at 4% or $321,070 at 6%; with 50% employer match about $321,070 at 4% or $214,047 at 6%; with 100% employer match about $240,803 at 4% or $160,535 at 6%. |
| 2014 | 1 | 6 | $2,200,199 | $89,462 | $14,910iApproximate average salary by contribution assumption: employee only about $372,758 at 4% or $248,506 at 6%; with 50% employer match about $248,506 at 4% or $165,670 at 6%; with 100% employer match about $186,379 at 4% or $124,253 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $2,200,199 | $89,462 | $14,910iApproximate average salary by contribution assumption: employee only about $372,758 at 4% or $248,506 at 6%; with 50% employer match about $248,506 at 4% or $165,670 at 6%; with 100% employer match about $186,379 at 4% or $124,253 at 6%. |
| 2013 | 1 | 6 | $2,057,268 | $91,596 | $15,266iApproximate average salary by contribution assumption: employee only about $381,650 at 4% or $254,433 at 6%; with 50% employer match about $254,433 at 4% or $169,622 at 6%; with 100% employer match about $190,825 at 4% or $127,217 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $2,057,268 | $91,596 | $15,266iApproximate average salary by contribution assumption: employee only about $381,650 at 4% or $254,433 at 6%; with 50% employer match about $254,433 at 4% or $169,622 at 6%; with 100% employer match about $190,825 at 4% or $127,217 at 6%. |
| 2012 | 1 | 5 | $1,592,737 | $82,833 | $16,567iApproximate average salary by contribution assumption: employee only about $414,165 at 4% or $276,110 at 6%; with 50% employer match about $276,110 at 4% or $184,073 at 6%; with 100% employer match about $207,082 at 4% or $138,055 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 5 | $1,592,737 | $82,833 | $16,567iApproximate average salary by contribution assumption: employee only about $414,165 at 4% or $276,110 at 6%; with 50% employer match about $276,110 at 4% or $184,073 at 6%; with 100% employer match about $207,082 at 4% or $138,055 at 6%. |
| 2011 | 1 | 6 | $1,338,471 | $85,976 | $14,329iApproximate average salary by contribution assumption: employee only about $358,233 at 4% or $238,822 at 6%; with 50% employer match about $238,822 at 4% or $159,215 at 6%; with 100% employer match about $179,117 at 4% or $119,411 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $1,338,471 | $85,976 | $14,329iApproximate average salary by contribution assumption: employee only about $358,233 at 4% or $238,822 at 6%; with 50% employer match about $238,822 at 4% or $159,215 at 6%; with 100% employer match about $179,117 at 4% or $119,411 at 6%. |
| 2010 | 1 | 6 | $1,332,126 | $88,400 | $14,733iApproximate average salary by contribution assumption: employee only about $368,333 at 4% or $245,556 at 6%; with 50% employer match about $245,556 at 4% or $163,704 at 6%; with 100% employer match about $184,167 at 4% or $122,778 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $1,332,126 | $88,400 | $14,733iApproximate average salary by contribution assumption: employee only about $368,333 at 4% or $245,556 at 6%; with 50% employer match about $245,556 at 4% or $163,704 at 6%; with 100% employer match about $184,167 at 4% or $122,778 at 6%. |
| 2009 | 1 | 6 | $1,077,325 | $85,429 | $14,238iApproximate average salary by contribution assumption: employee only about $355,954 at 4% or $237,303 at 6%; with 50% employer match about $237,303 at 4% or $158,202 at 6%; with 100% employer match about $177,977 at 4% or $118,651 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $1,077,325 | $85,429 | $14,238iApproximate average salary by contribution assumption: employee only about $355,954 at 4% or $237,303 at 6%; with 50% employer match about $237,303 at 4% or $158,202 at 6%; with 100% employer match about $177,977 at 4% or $118,651 at 6%. |
| 2008 | 1 | 5 | $753,361 | $84,539 | $16,908iApproximate average salary by contribution assumption: employee only about $422,695 at 4% or $281,797 at 6%; with 50% employer match about $281,797 at 4% or $187,864 at 6%; with 100% employer match about $211,348 at 4% or $140,898 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 5 | $753,361 | $84,539 | $16,908iApproximate average salary by contribution assumption: employee only about $422,695 at 4% or $281,797 at 6%; with 50% employer match about $281,797 at 4% or $187,864 at 6%; with 100% employer match about $211,348 at 4% or $140,898 at 6%. |
| 2007 | 1 | 4 | $984,639 | $74,319 | $18,580iApproximate average salary by contribution assumption: employee only about $464,494 at 4% or $309,663 at 6%; with 50% employer match about $309,663 at 4% or $206,442 at 6%; with 100% employer match about $232,247 at 4% or $154,831 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 4 | $984,639 | $74,319 | $18,580iApproximate average salary by contribution assumption: employee only about $464,494 at 4% or $309,663 at 6%; with 50% employer match about $309,663 at 4% or $206,442 at 6%; with 100% employer match about $232,247 at 4% or $154,831 at 6%. |
| 2006 | 1 | 2 | $932,541 | $76,997 | $38,499iApproximate average salary by contribution assumption: employee only about $962,463 at 4% or $641,642 at 6%; with 50% employer match about $641,642 at 4% or $427,761 at 6%; with 100% employer match about $481,231 at 4% or $320,821 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 2 | $932,541 | $76,997 | $38,499iApproximate average salary by contribution assumption: employee only about $962,463 at 4% or $641,642 at 6%; with 50% employer match about $641,642 at 4% or $427,761 at 6%; with 100% employer match about $481,231 at 4% or $320,821 at 6%. |
| 2005 | 1 | 5 | $809,739 | $91,437 | $18,287iApproximate average salary by contribution assumption: employee only about $457,185 at 4% or $304,790 at 6%; with 50% employer match about $304,790 at 4% or $203,193 at 6%; with 100% employer match about $228,593 at 4% or $152,395 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 5 | $809,739 | $91,437 | $18,287iApproximate average salary by contribution assumption: employee only about $457,185 at 4% or $304,790 at 6%; with 50% employer match about $304,790 at 4% or $203,193 at 6%; with 100% employer match about $228,593 at 4% or $152,395 at 6%. |
| 2004 | 1 | 6 | $663,412 | $159,433 | $26,572iApproximate average salary by contribution assumption: employee only about $664,304 at 4% or $442,869 at 6%; with 50% employer match about $442,869 at 4% or $295,246 at 6%; with 100% employer match about $332,152 at 4% or $221,435 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $663,412 | $159,433 | $26,572iApproximate average salary by contribution assumption: employee only about $664,304 at 4% or $442,869 at 6%; with 50% employer match about $442,869 at 4% or $295,246 at 6%; with 100% employer match about $332,152 at 4% or $221,435 at 6%. |
| 2003 | 1 | 6 | $481,036 | $65,160 | $10,860iApproximate average salary by contribution assumption: employee only about $271,500 at 4% or $181,000 at 6%; with 50% employer match about $181,000 at 4% or $120,667 at 6%; with 100% employer match about $135,750 at 4% or $90,500 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 6 | $481,036 | $65,160 | $10,860iApproximate average salary by contribution assumption: employee only about $271,500 at 4% or $181,000 at 6%; with 50% employer match about $181,000 at 4% or $120,667 at 6%; with 100% employer match about $135,750 at 4% or $90,500 at 6%. |
| 2002 | 1 | 7 | $384,981 | $76,870 | $10,981iApproximate average salary by contribution assumption: employee only about $274,536 at 4% or $183,024 at 6%; with 50% employer match about $183,024 at 4% or $122,016 at 6%; with 100% employer match about $137,268 at 4% or $91,512 at 6%. |
| Stephen W. Ostwald, D.D.S. Inc. Profit Sharing 401K Plan | - | 7 | $384,981 | $76,870 | $10,981iApproximate average salary by contribution assumption: employee only about $274,536 at 4% or $183,024 at 6%; with 50% employer match about $183,024 at 4% or $122,016 at 6%; with 100% employer match about $137,268 at 4% or $91,512 at 6%. |