Civic Intelligence

Stephen C. Hale, D.D.S. Inc.

Plan context: Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust

EIN 76-0453144 • Texas City, TX • 20 filings • 1 plans

2515 Palmer Hwy., Suite BTexas City, TX 77590-7001
Current Snapshot

Latest Year

2022

2022 Participants

16

2022 Assets

$3,929,658

2022 Contributions

$149,455

Historical Graphs

Total Assets Over Time

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

$3,929,658$1,964,829$0200320122021YearValue
$3,929,658Latest year 2021

Participants Over Time

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

22110200320122021YearValue
16Latest 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
202210$0$0-
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-0$0--
2021116$3,929,658$149,455$9,341iApproximate average salary by contribution assumption: employee only about $233,523 at 4% or $155,682 at 6%; with 50% employer match about $155,682 at 4% or $103,788 at 6%; with 100% employer match about $116,762 at 4% or $77,841 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-16$3,929,658$149,455$9,341iApproximate average salary by contribution assumption: employee only about $233,523 at 4% or $155,682 at 6%; with 50% employer match about $155,682 at 4% or $103,788 at 6%; with 100% employer match about $116,762 at 4% or $77,841 at 6%.
2020120$3,287,691$141,465$7,073iApproximate average salary by contribution assumption: employee only about $176,831 at 4% or $117,888 at 6%; with 50% employer match about $117,888 at 4% or $78,592 at 6%; with 100% employer match about $88,416 at 4% or $58,944 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-20$3,287,691$141,465$7,073iApproximate average salary by contribution assumption: employee only about $176,831 at 4% or $117,888 at 6%; with 50% employer match about $117,888 at 4% or $78,592 at 6%; with 100% employer match about $88,416 at 4% or $58,944 at 6%.
2019121$2,927,705$152,973$7,284iApproximate average salary by contribution assumption: employee only about $182,111 at 4% or $121,407 at 6%; with 50% employer match about $121,407 at 4% or $80,938 at 6%; with 100% employer match about $91,055 at 4% or $60,704 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-21$2,927,705$152,973$7,284iApproximate average salary by contribution assumption: employee only about $182,111 at 4% or $121,407 at 6%; with 50% employer match about $121,407 at 4% or $80,938 at 6%; with 100% employer match about $91,055 at 4% or $60,704 at 6%.
2018122$2,473,385$153,116$6,960iApproximate average salary by contribution assumption: employee only about $173,995 at 4% or $115,997 at 6%; with 50% employer match about $115,997 at 4% or $77,331 at 6%; with 100% employer match about $86,998 at 4% or $57,998 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-22$2,473,385$153,116$6,960iApproximate average salary by contribution assumption: employee only about $173,995 at 4% or $115,997 at 6%; with 50% employer match about $115,997 at 4% or $77,331 at 6%; with 100% employer match about $86,998 at 4% or $57,998 at 6%.
2017120$2,519,488$150,886$7,544iApproximate average salary by contribution assumption: employee only about $188,608 at 4% or $125,738 at 6%; with 50% employer match about $125,738 at 4% or $83,826 at 6%; with 100% employer match about $94,304 at 4% or $62,869 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-20$2,519,488$150,886$7,544iApproximate average salary by contribution assumption: employee only about $188,608 at 4% or $125,738 at 6%; with 50% employer match about $125,738 at 4% or $83,826 at 6%; with 100% employer match about $94,304 at 4% or $62,869 at 6%.
2016120$2,140,424$158,643$7,932iApproximate average salary by contribution assumption: employee only about $198,304 at 4% or $132,203 at 6%; with 50% employer match about $132,203 at 4% or $88,135 at 6%; with 100% employer match about $99,152 at 4% or $66,101 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-20$2,140,424$158,643$7,932iApproximate average salary by contribution assumption: employee only about $198,304 at 4% or $132,203 at 6%; with 50% employer match about $132,203 at 4% or $88,135 at 6%; with 100% employer match about $99,152 at 4% or $66,101 at 6%.
2015118$1,833,513$164,828$9,157iApproximate average salary by contribution assumption: employee only about $228,928 at 4% or $152,619 at 6%; with 50% employer match about $152,619 at 4% or $101,746 at 6%; with 100% employer match about $114,464 at 4% or $76,309 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-18$1,833,513$164,828$9,157iApproximate average salary by contribution assumption: employee only about $228,928 at 4% or $152,619 at 6%; with 50% employer match about $152,619 at 4% or $101,746 at 6%; with 100% employer match about $114,464 at 4% or $76,309 at 6%.
2014117$1,775,027$151,355$8,903iApproximate average salary by contribution assumption: employee only about $222,581 at 4% or $148,387 at 6%; with 50% employer match about $148,387 at 4% or $98,925 at 6%; with 100% employer match about $111,290 at 4% or $74,194 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-17$1,775,027$151,355$8,903iApproximate average salary by contribution assumption: employee only about $222,581 at 4% or $148,387 at 6%; with 50% employer match about $148,387 at 4% or $98,925 at 6%; with 100% employer match about $111,290 at 4% or $74,194 at 6%.
2013116$1,591,656$143,279$8,955iApproximate average salary by contribution assumption: employee only about $223,873 at 4% or $149,249 at 6%; with 50% employer match about $149,249 at 4% or $99,499 at 6%; with 100% employer match about $111,937 at 4% or $74,624 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-16$1,591,656$143,279$8,955iApproximate average salary by contribution assumption: employee only about $223,873 at 4% or $149,249 at 6%; with 50% employer match about $149,249 at 4% or $99,499 at 6%; with 100% employer match about $111,937 at 4% or $74,624 at 6%.
2012115$1,274,667$133,013$8,868iApproximate average salary by contribution assumption: employee only about $221,688 at 4% or $147,792 at 6%; with 50% employer match about $147,792 at 4% or $98,528 at 6%; with 100% employer match about $110,844 at 4% or $73,896 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-15$1,274,667$133,013$8,868iApproximate average salary by contribution assumption: employee only about $221,688 at 4% or $147,792 at 6%; with 50% employer match about $147,792 at 4% or $98,528 at 6%; with 100% employer match about $110,844 at 4% or $73,896 at 6%.
2011114$1,039,728$128,633$9,188iApproximate average salary by contribution assumption: employee only about $229,702 at 4% or $153,135 at 6%; with 50% employer match about $153,135 at 4% or $102,090 at 6%; with 100% employer match about $114,851 at 4% or $76,567 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-14$1,039,728$128,633$9,188iApproximate average salary by contribution assumption: employee only about $229,702 at 4% or $153,135 at 6%; with 50% employer match about $153,135 at 4% or $102,090 at 6%; with 100% employer match about $114,851 at 4% or $76,567 at 6%.
2010112$918,591$120,470$10,039iApproximate average salary by contribution assumption: employee only about $250,979 at 4% or $167,319 at 6%; with 50% employer match about $167,319 at 4% or $111,546 at 6%; with 100% employer match about $125,490 at 4% or $83,660 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-12$918,591$120,470$10,039iApproximate average salary by contribution assumption: employee only about $250,979 at 4% or $167,319 at 6%; with 50% employer match about $167,319 at 4% or $111,546 at 6%; with 100% employer match about $125,490 at 4% or $83,660 at 6%.
200919$773,473$116,326$12,925iApproximate average salary by contribution assumption: employee only about $323,128 at 4% or $215,419 at 6%; with 50% employer match about $215,419 at 4% or $143,612 at 6%; with 100% employer match about $161,564 at 4% or $107,709 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-9$773,473$116,326$12,925iApproximate average salary by contribution assumption: employee only about $323,128 at 4% or $215,419 at 6%; with 50% employer match about $215,419 at 4% or $143,612 at 6%; with 100% employer match about $161,564 at 4% or $107,709 at 6%.
200819$548,237$104,505$11,612iApproximate average salary by contribution assumption: employee only about $290,292 at 4% or $193,528 at 6%; with 50% employer match about $193,528 at 4% or $129,019 at 6%; with 100% employer match about $145,146 at 4% or $96,764 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-9$548,237$104,505$11,612iApproximate average salary by contribution assumption: employee only about $290,292 at 4% or $193,528 at 6%; with 50% employer match about $193,528 at 4% or $129,019 at 6%; with 100% employer match about $145,146 at 4% or $96,764 at 6%.
200718$720,365$326,427$40,803iApproximate average salary by contribution assumption: employee only about $1,020,084 at 4% or $680,056 at 6%; with 50% employer match about $680,056 at 4% or $453,371 at 6%; with 100% employer match about $510,042 at 4% or $340,028 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-8$720,365$326,427$40,803iApproximate average salary by contribution assumption: employee only about $1,020,084 at 4% or $680,056 at 6%; with 50% employer match about $680,056 at 4% or $453,371 at 6%; with 100% employer match about $510,042 at 4% or $340,028 at 6%.
200617$393,355$95,378$13,625iApproximate average salary by contribution assumption: employee only about $340,636 at 4% or $227,090 at 6%; with 50% employer match about $227,090 at 4% or $151,394 at 6%; with 100% employer match about $170,318 at 4% or $113,545 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-7$393,355$95,378$13,625iApproximate average salary by contribution assumption: employee only about $340,636 at 4% or $227,090 at 6%; with 50% employer match about $227,090 at 4% or $151,394 at 6%; with 100% employer match about $170,318 at 4% or $113,545 at 6%.
200518$298,272$82,208$10,276iApproximate average salary by contribution assumption: employee only about $256,900 at 4% or $171,267 at 6%; with 50% employer match about $171,267 at 4% or $114,178 at 6%; with 100% employer match about $128,450 at 4% or $85,633 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-8$298,272$82,208$10,276iApproximate average salary by contribution assumption: employee only about $256,900 at 4% or $171,267 at 6%; with 50% employer match about $171,267 at 4% or $114,178 at 6%; with 100% employer match about $128,450 at 4% or $85,633 at 6%.
200419$205,797$88,883$9,876iApproximate average salary by contribution assumption: employee only about $246,897 at 4% or $164,598 at 6%; with 50% employer match about $164,598 at 4% or $109,732 at 6%; with 100% employer match about $123,449 at 4% or $82,299 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-9$205,797$88,883$9,876iApproximate average salary by contribution assumption: employee only about $246,897 at 4% or $164,598 at 6%; with 50% employer match about $164,598 at 4% or $109,732 at 6%; with 100% employer match about $123,449 at 4% or $82,299 at 6%.
200318$91,695$82,983$10,373iApproximate average salary by contribution assumption: employee only about $259,322 at 4% or $172,881 at 6%; with 50% employer match about $172,881 at 4% or $115,254 at 6%; with 100% employer match about $129,661 at 4% or $86,441 at 6%.
Stephen C. Hale, D.D.S. Inc. Retirement Plan & Trust-8$91,695$82,983$10,373iApproximate average salary by contribution assumption: employee only about $259,322 at 4% or $172,881 at 6%; with 50% employer match about $172,881 at 4% or $115,254 at 6%; with 100% employer match about $129,661 at 4% or $86,441 at 6%.