Civic Intelligence

David E. T. Stein, M.D. Inc.

Plan context: David E. T. Stein, M.D. Inc. 401(K) Plan

EIN 77-0525834 • San Jose, CA • 12 filings • 7 plans

2440 Samaritan Drive, Ste. 1San Jose, CA 95124
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$1,193,035

2015 Contributions

$7,978

Historical Graphs

Total Assets Over Time

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

$1,193,035$596,518$0200120112014YearValue
$1,193,035Latest year 2014

Participants Over Time

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

740200020112014YearValue
6Latest year 2014

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
201510$0$7,978-
David E. T. Stein, M.D. Inc. 401(K) Plan-0$0$7,978-
201416$1,193,035$63,125$10,521iApproximate average salary by contribution assumption: employee only about $263,021 at 4% or $175,347 at 6%; with 50% employer match about $175,347 at 4% or $116,898 at 6%; with 100% employer match about $131,510 at 4% or $87,674 at 6%.
David E. T. Stein, M.D. Inc. 401(K) Plan-6$1,193,035$63,125$10,521iApproximate average salary by contribution assumption: employee only about $263,021 at 4% or $175,347 at 6%; with 50% employer match about $175,347 at 4% or $116,898 at 6%; with 100% employer match about $131,510 at 4% or $87,674 at 6%.
201315$1,049,654$60,046$12,009iApproximate average salary by contribution assumption: employee only about $300,230 at 4% or $200,153 at 6%; with 50% employer match about $200,153 at 4% or $133,436 at 6%; with 100% employer match about $150,115 at 4% or $100,077 at 6%.
David E. T. Stein, M.D. Inc. 401(K) Plan-5$1,049,654$60,046$12,009iApproximate average salary by contribution assumption: employee only about $300,230 at 4% or $200,153 at 6%; with 50% employer match about $200,153 at 4% or $133,436 at 6%; with 100% employer match about $150,115 at 4% or $100,077 at 6%.
201215$922,572$62,642$12,528iApproximate average salary by contribution assumption: employee only about $313,210 at 4% or $208,807 at 6%; with 50% employer match about $208,807 at 4% or $139,204 at 6%; with 100% employer match about $156,605 at 4% or $104,403 at 6%.
David E. T. Stein, M.D. Inc. 401(K) Plan-5$922,572$62,642$12,528iApproximate average salary by contribution assumption: employee only about $313,210 at 4% or $208,807 at 6%; with 50% employer match about $208,807 at 4% or $139,204 at 6%; with 100% employer match about $156,605 at 4% or $104,403 at 6%.
201117$776,212$60,371$8,624iApproximate average salary by contribution assumption: employee only about $215,611 at 4% or $143,740 at 6%; with 50% employer match about $143,740 at 4% or $95,827 at 6%; with 100% employer match about $107,805 at 4% or $71,870 at 6%.
David E. T. Stein, M.D. Inc. 401(K) Plan-7$776,212$60,371$8,624iApproximate average salary by contribution assumption: employee only about $215,611 at 4% or $143,740 at 6%; with 50% employer match about $143,740 at 4% or $95,827 at 6%; with 100% employer match about $107,805 at 4% or $71,870 at 6%.
201014$702,813$60,442$15,111iApproximate average salary by contribution assumption: employee only about $377,763 at 4% or $251,842 at 6%; with 50% employer match about $251,842 at 4% or $167,894 at 6%; with 100% employer match about $188,881 at 4% or $125,921 at 6%.
David E. T. Stein, M.D. Inc. 401(K) Plan-4$702,813$60,442$15,111iApproximate average salary by contribution assumption: employee only about $377,763 at 4% or $251,842 at 6%; with 50% employer match about $251,842 at 4% or $167,894 at 6%; with 100% employer match about $188,881 at 4% or $125,921 at 6%.
200224$117,371$50,247$12,562iApproximate average salary by contribution assumption: employee only about $314,044 at 4% or $209,363 at 6%; with 50% employer match about $209,363 at 4% or $139,575 at 6%; with 100% employer match about $157,022 at 4% or $104,681 at 6%.
DAVID E.T. STEIN, M.D., INC. PROFIT SHARING 401K PLAN-4$117,371$50,247$12,562iApproximate average salary by contribution assumption: employee only about $314,044 at 4% or $209,363 at 6%; with 50% employer match about $209,363 at 4% or $139,575 at 6%; with 100% employer match about $157,022 at 4% or $104,681 at 6%.
DAVID E.T. STEIN, M.D., INC. MONEY PURCHASE PENSION PLAN-0---
200123$77,678$45,109$15,036iApproximate average salary by contribution assumption: employee only about $375,908 at 4% or $250,606 at 6%; with 50% employer match about $250,606 at 4% or $167,070 at 6%; with 100% employer match about $187,954 at 4% or $125,303 at 6%.
DAVID E. T. STEIN, M.D., INC. MONEY PURCHASE PENSION PLAN-3$72,423$40,659$13,553iApproximate average salary by contribution assumption: employee only about $338,825 at 4% or $225,883 at 6%; with 50% employer match about $225,883 at 4% or $150,589 at 6%; with 100% employer match about $169,413 at 4% or $112,942 at 6%.
DAVID E.T. STEIN, M.D., INC. PROFIT SHARING 401 KPLAN-3$5,255$4,450$1,483iApproximate average salary by contribution assumption: employee only about $37,083 at 4% or $24,722 at 6%; with 50% employer match about $24,722 at 4% or $16,481 at 6%; with 100% employer match about $18,542 at 4% or $12,361 at 6%.
200023$0$0-
DAVID E.T. STEIN PROFIT SHARING PLAN-3---
DAVID E.T. STEIN, M.D. INC. MONEY PURCHASE PENSION PLAN-3---