Civic Intelligence

John V Stephens M.D.

Plan context: John V Stephens MD Profit Sharing Plan

EIN 81-0446651 • Kalispell, MT • 25 filings • 4 plans

1250 Burns WayKalispell, MT 59901-3134
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$3,011,682

2019 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$3,411,031$1,705,516$0199920102018YearValue
$3,011,682Latest year 2018

Participants Over Time

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

320199920092018YearValue
3Latest year 2018

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
201910$0$0-
John V Stephens MD Profit Sharing Plan-0$0$0-
201813$3,011,682$0-
John V Stephens MD Profit Sharing Plan-3$3,011,682$0-
201713$3,411,031$0-
John V Stephens MD Profit Sharing Plan-3$3,411,031$0-
201613$3,102,847$0-
John V Stephens MD Profit Sharing Plan-3$3,102,847$0-
201513$2,860,720$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
John V Stephens MD Profit Sharing Plan-3$2,860,720$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201411$2,897,928$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
John V Stephens MD Profit Sharing Plan-1$2,897,928$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201311$2,751,369$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
John V Stephens MD Profit Sharing Plan-1$2,751,369$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201212$2,278,999$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
John V Stephens MD Profit Sharing Plan-2$2,278,999$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201112$2,113,143$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
John V Stephens MD Profit Sharing Plan-2$2,113,143$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201012$2,168,010$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
John V Stephens MD Profit Sharing Plan-2$2,168,010$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200912$1,872,148$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
John V Stephens MD Profit Sharing Plan-2$1,872,148$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200812$1,389,479$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
John V Stephens MD Profit Sharing Plan-2$1,389,479$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200712$0$0-
John V Stephens MD Profit Sharing Plan-2---
200612$1,590,873$48,521$24,261iApproximate average salary by contribution assumption: employee only about $606,513 at 4% or $404,342 at 6%; with 50% employer match about $404,342 at 4% or $269,561 at 6%; with 100% employer match about $303,256 at 4% or $202,171 at 6%.
John V Stephens MD Profit Sharing Plan-2$1,590,873$48,521$24,261iApproximate average salary by contribution assumption: employee only about $606,513 at 4% or $404,342 at 6%; with 50% employer match about $404,342 at 4% or $269,561 at 6%; with 100% employer match about $303,256 at 4% or $202,171 at 6%.
200512$1,425,096$46,327$23,164iApproximate average salary by contribution assumption: employee only about $579,088 at 4% or $386,058 at 6%; with 50% employer match about $386,058 at 4% or $257,372 at 6%; with 100% employer match about $289,544 at 4% or $193,029 at 6%.
John V Stephens MD Profit Sharing Plan-2$1,425,096$46,327$23,164iApproximate average salary by contribution assumption: employee only about $579,088 at 4% or $386,058 at 6%; with 50% employer match about $386,058 at 4% or $257,372 at 6%; with 100% employer match about $289,544 at 4% or $193,029 at 6%.
200412$1,343,881$45,011$22,506iApproximate average salary by contribution assumption: employee only about $562,638 at 4% or $375,092 at 6%; with 50% employer match about $375,092 at 4% or $250,061 at 6%; with 100% employer match about $281,319 at 4% or $187,546 at 6%.
John V Stephens MD Profit Sharing Plan-2$1,343,881$45,011$22,506iApproximate average salary by contribution assumption: employee only about $562,638 at 4% or $375,092 at 6%; with 50% employer match about $375,092 at 4% or $250,061 at 6%; with 100% employer match about $281,319 at 4% or $187,546 at 6%.
200312$1,193,758$44,867$22,434iApproximate average salary by contribution assumption: employee only about $560,838 at 4% or $373,892 at 6%; with 50% employer match about $373,892 at 4% or $249,261 at 6%; with 100% employer match about $280,419 at 4% or $186,946 at 6%.
John V Stephens MD Profit Sharing Plan-2$1,193,758$44,867$22,434iApproximate average salary by contribution assumption: employee only about $560,838 at 4% or $373,892 at 6%; with 50% employer match about $373,892 at 4% or $249,261 at 6%; with 100% employer match about $280,419 at 4% or $186,946 at 6%.
200222$954,466$43,353$21,677iApproximate average salary by contribution assumption: employee only about $541,913 at 4% or $361,275 at 6%; with 50% employer match about $361,275 at 4% or $240,850 at 6%; with 100% employer match about $270,956 at 4% or $180,638 at 6%.
John V Stephens MD Profit Sharing Plan-2$954,466$43,353$21,677iApproximate average salary by contribution assumption: employee only about $541,913 at 4% or $361,275 at 6%; with 50% employer match about $361,275 at 4% or $240,850 at 6%; with 100% employer match about $270,956 at 4% or $180,638 at 6%.
John V Stephens MD Money Purchase Pension Plan-0---
200122$0$0-
John V Stephens MD Money Purchase Pension Plan-2---
John V Stephens MD Profit Sharing Plan-2---
200022$1,030,205$33,571$16,786iApproximate average salary by contribution assumption: employee only about $419,638 at 4% or $279,758 at 6%; with 50% employer match about $279,758 at 4% or $186,506 at 6%; with 100% employer match about $209,819 at 4% or $139,879 at 6%.
John V Stephens MD Profit Sharing Plan-2$569,314$24,351$12,176iApproximate average salary by contribution assumption: employee only about $304,388 at 4% or $202,925 at 6%; with 50% employer match about $202,925 at 4% or $135,283 at 6%; with 100% employer match about $152,194 at 4% or $101,463 at 6%.
John V Stephens MD Money Purchase Pension Plan-2$460,891$9,220$4,610iApproximate average salary by contribution assumption: employee only about $115,250 at 4% or $76,833 at 6%; with 50% employer match about $76,833 at 4% or $51,222 at 6%; with 100% employer match about $57,625 at 4% or $38,417 at 6%.
199922$1,005,387$33,540$16,770iApproximate average salary by contribution assumption: employee only about $419,250 at 4% or $279,500 at 6%; with 50% employer match about $279,500 at 4% or $186,333 at 6%; with 100% employer match about $209,625 at 4% or $139,750 at 6%.
John V Stephens MD Profit Sharing Plan-2$549,303$24,643$12,322iApproximate average salary by contribution assumption: employee only about $308,038 at 4% or $205,358 at 6%; with 50% employer match about $205,358 at 4% or $136,906 at 6%; with 100% employer match about $154,019 at 4% or $102,679 at 6%.
John V Stephens MD Money Purchase Pension Plan-2$456,084$8,897$4,449iApproximate average salary by contribution assumption: employee only about $111,213 at 4% or $74,142 at 6%; with 50% employer match about $74,142 at 4% or $49,428 at 6%; with 100% employer match about $55,606 at 4% or $37,071 at 6%.