Civic Intelligence

Benjamin S. Stein, Dds, Sole Proprietor

Plan context: Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan

EIN 77-0314732 • Morgan Hill, CA • 18 filings • 2 plans

18181 Butterfield Blvd., Suite 165Morgan Hill, CA 95037
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,504,879

2025 Contributions

$146,514

Historical Graphs

Total Assets Over Time

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

$3,504,879$1,752,440$0200820172025YearValue
$3,504,879Latest year 2025

Participants Over Time

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

840200820172025YearValue
8Latest 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
202518$3,504,879$146,514$18,314iApproximate average salary by contribution assumption: employee only about $457,856 at 4% or $305,238 at 6%; with 50% employer match about $305,238 at 4% or $203,492 at 6%; with 100% employer match about $228,928 at 4% or $152,619 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-8$3,504,879$146,514$18,314iApproximate average salary by contribution assumption: employee only about $457,856 at 4% or $305,238 at 6%; with 50% employer match about $305,238 at 4% or $203,492 at 6%; with 100% employer match about $228,928 at 4% or $152,619 at 6%.
202418$2,851,199$130,451$16,306iApproximate average salary by contribution assumption: employee only about $407,659 at 4% or $271,773 at 6%; with 50% employer match about $271,773 at 4% or $181,182 at 6%; with 100% employer match about $203,830 at 4% or $135,886 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-8$2,851,199$130,451$16,306iApproximate average salary by contribution assumption: employee only about $407,659 at 4% or $271,773 at 6%; with 50% employer match about $271,773 at 4% or $181,182 at 6%; with 100% employer match about $203,830 at 4% or $135,886 at 6%.
202317$2,323,691$120,916$17,274iApproximate average salary by contribution assumption: employee only about $431,843 at 4% or $287,895 at 6%; with 50% employer match about $287,895 at 4% or $191,930 at 6%; with 100% employer match about $215,921 at 4% or $143,948 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-7$2,323,691$120,916$17,274iApproximate average salary by contribution assumption: employee only about $431,843 at 4% or $287,895 at 6%; with 50% employer match about $287,895 at 4% or $191,930 at 6%; with 100% employer match about $215,921 at 4% or $143,948 at 6%.
202216$1,777,558$110,261$18,377iApproximate average salary by contribution assumption: employee only about $459,421 at 4% or $306,281 at 6%; with 50% employer match about $306,281 at 4% or $204,187 at 6%; with 100% employer match about $229,710 at 4% or $153,140 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-6$1,777,558$110,261$18,377iApproximate average salary by contribution assumption: employee only about $459,421 at 4% or $306,281 at 6%; with 50% employer match about $306,281 at 4% or $204,187 at 6%; with 100% employer match about $229,710 at 4% or $153,140 at 6%.
202116$2,244,502$108,060$18,010iApproximate average salary by contribution assumption: employee only about $450,250 at 4% or $300,167 at 6%; with 50% employer match about $300,167 at 4% or $200,111 at 6%; with 100% employer match about $225,125 at 4% or $150,083 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-6$2,244,502$108,060$18,010iApproximate average salary by contribution assumption: employee only about $450,250 at 4% or $300,167 at 6%; with 50% employer match about $300,167 at 4% or $200,111 at 6%; with 100% employer match about $225,125 at 4% or $150,083 at 6%.
202015$1,957,670$92,842$18,568iApproximate average salary by contribution assumption: employee only about $464,210 at 4% or $309,473 at 6%; with 50% employer match about $309,473 at 4% or $206,316 at 6%; with 100% employer match about $232,105 at 4% or $154,737 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-5$1,957,670$92,842$18,568iApproximate average salary by contribution assumption: employee only about $464,210 at 4% or $309,473 at 6%; with 50% employer match about $309,473 at 4% or $206,316 at 6%; with 100% employer match about $232,105 at 4% or $154,737 at 6%.
201916$1,657,054$112,439$18,740iApproximate average salary by contribution assumption: employee only about $468,496 at 4% or $312,331 at 6%; with 50% employer match about $312,331 at 4% or $208,220 at 6%; with 100% employer match about $234,248 at 4% or $156,165 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-6$1,657,054$112,439$18,740iApproximate average salary by contribution assumption: employee only about $468,496 at 4% or $312,331 at 6%; with 50% employer match about $312,331 at 4% or $208,220 at 6%; with 100% employer match about $234,248 at 4% or $156,165 at 6%.
201815$1,233,940$85,773$17,155iApproximate average salary by contribution assumption: employee only about $428,865 at 4% or $285,910 at 6%; with 50% employer match about $285,910 at 4% or $190,607 at 6%; with 100% employer match about $214,432 at 4% or $142,955 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-5$1,233,940$85,773$17,155iApproximate average salary by contribution assumption: employee only about $428,865 at 4% or $285,910 at 6%; with 50% employer match about $285,910 at 4% or $190,607 at 6%; with 100% employer match about $214,432 at 4% or $142,955 at 6%.
201715$1,255,285$80,162$16,032iApproximate average salary by contribution assumption: employee only about $400,810 at 4% or $267,207 at 6%; with 50% employer match about $267,207 at 4% or $178,138 at 6%; with 100% employer match about $200,405 at 4% or $133,603 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-5$1,255,285$80,162$16,032iApproximate average salary by contribution assumption: employee only about $400,810 at 4% or $267,207 at 6%; with 50% employer match about $267,207 at 4% or $178,138 at 6%; with 100% employer match about $200,405 at 4% or $133,603 at 6%.
201614$966,306$77,583$19,396iApproximate average salary by contribution assumption: employee only about $484,894 at 4% or $323,263 at 6%; with 50% employer match about $323,263 at 4% or $215,508 at 6%; with 100% employer match about $242,447 at 4% or $161,631 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-4$966,306$77,583$19,396iApproximate average salary by contribution assumption: employee only about $484,894 at 4% or $323,263 at 6%; with 50% employer match about $323,263 at 4% or $215,508 at 6%; with 100% employer match about $242,447 at 4% or $161,631 at 6%.
201515$912,899$74,035$14,807iApproximate average salary by contribution assumption: employee only about $370,175 at 4% or $246,783 at 6%; with 50% employer match about $246,783 at 4% or $164,522 at 6%; with 100% employer match about $185,088 at 4% or $123,392 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-5$912,899$74,035$14,807iApproximate average salary by contribution assumption: employee only about $370,175 at 4% or $246,783 at 6%; with 50% employer match about $246,783 at 4% or $164,522 at 6%; with 100% employer match about $185,088 at 4% or $123,392 at 6%.
201415$832,577$74,767$14,953iApproximate average salary by contribution assumption: employee only about $373,835 at 4% or $249,223 at 6%; with 50% employer match about $249,223 at 4% or $166,149 at 6%; with 100% employer match about $186,918 at 4% or $124,612 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-5$832,577$74,767$14,953iApproximate average salary by contribution assumption: employee only about $373,835 at 4% or $249,223 at 6%; with 50% employer match about $249,223 at 4% or $166,149 at 6%; with 100% employer match about $186,918 at 4% or $124,612 at 6%.
201315$730,677$67,896$13,579iApproximate average salary by contribution assumption: employee only about $339,480 at 4% or $226,320 at 6%; with 50% employer match about $226,320 at 4% or $150,880 at 6%; with 100% employer match about $169,740 at 4% or $113,160 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-5$730,677$67,896$13,579iApproximate average salary by contribution assumption: employee only about $339,480 at 4% or $226,320 at 6%; with 50% employer match about $226,320 at 4% or $150,880 at 6%; with 100% employer match about $169,740 at 4% or $113,160 at 6%.
201216$573,121$62,613$10,436iApproximate average salary by contribution assumption: employee only about $260,888 at 4% or $173,925 at 6%; with 50% employer match about $173,925 at 4% or $115,950 at 6%; with 100% employer match about $130,444 at 4% or $86,963 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-6$573,121$62,613$10,436iApproximate average salary by contribution assumption: employee only about $260,888 at 4% or $173,925 at 6%; with 50% employer match about $173,925 at 4% or $115,950 at 6%; with 100% employer match about $130,444 at 4% or $86,963 at 6%.
201116$443,068$59,739$9,957iApproximate average salary by contribution assumption: employee only about $248,913 at 4% or $165,942 at 6%; with 50% employer match about $165,942 at 4% or $110,628 at 6%; with 100% employer match about $124,456 at 4% or $82,971 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-6$443,068$59,739$9,957iApproximate average salary by contribution assumption: employee only about $248,913 at 4% or $165,942 at 6%; with 50% employer match about $165,942 at 4% or $110,628 at 6%; with 100% employer match about $124,456 at 4% or $82,971 at 6%.
201016$403,388$59,981$9,997iApproximate average salary by contribution assumption: employee only about $249,921 at 4% or $166,614 at 6%; with 50% employer match about $166,614 at 4% or $111,076 at 6%; with 100% employer match about $124,960 at 4% or $83,307 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-6$403,388$59,981$9,997iApproximate average salary by contribution assumption: employee only about $249,921 at 4% or $166,614 at 6%; with 50% employer match about $166,614 at 4% or $111,076 at 6%; with 100% employer match about $124,960 at 4% or $83,307 at 6%.
200916$324,078$72,146$12,024iApproximate average salary by contribution assumption: employee only about $300,608 at 4% or $200,406 at 6%; with 50% employer match about $200,406 at 4% or $133,604 at 6%; with 100% employer match about $150,304 at 4% or $100,203 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-6$324,078$72,146$12,024iApproximate average salary by contribution assumption: employee only about $300,608 at 4% or $200,406 at 6%; with 50% employer match about $200,406 at 4% or $133,604 at 6%; with 100% employer match about $150,304 at 4% or $100,203 at 6%.
200818$188,021$262,636$32,830iApproximate average salary by contribution assumption: employee only about $820,738 at 4% or $547,158 at 6%; with 50% employer match about $547,158 at 4% or $364,772 at 6%; with 100% employer match about $410,369 at 4% or $273,579 at 6%.
Benjamin S. Stein, Dds, Sole Proprietor 401(K) Profit Sharing Plan-8$188,021$262,636$32,830iApproximate average salary by contribution assumption: employee only about $820,738 at 4% or $547,158 at 6%; with 50% employer match about $547,158 at 4% or $364,772 at 6%; with 100% employer match about $410,369 at 4% or $273,579 at 6%.