James D. Stewart, D.D.S.
Plan context: James D. Stewart Keogh Profit Sharing Plan
EIN 85-0319052 • Bosque Farms, NM • 15 filings • 3 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$686,922
2011 Contributions
$35,486
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| James D. Stewart Keogh Profit Sharing Plan | - | 0 | $0 | - | - |
| 2010 | 1 | 2 | $686,922 | $35,486 | $17,743iApproximate average salary by contribution assumption: employee only about $443,575 at 4% or $295,717 at 6%; with 50% employer match about $295,717 at 4% or $197,144 at 6%; with 100% employer match about $221,788 at 4% or $147,858 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 2 | $686,922 | $35,486 | $17,743iApproximate average salary by contribution assumption: employee only about $443,575 at 4% or $295,717 at 6%; with 50% employer match about $295,717 at 4% or $197,144 at 6%; with 100% employer match about $221,788 at 4% or $147,858 at 6%. |
| 2009 | 1 | 2 | $651,014 | $36,324 | $18,162iApproximate average salary by contribution assumption: employee only about $454,050 at 4% or $302,700 at 6%; with 50% employer match about $302,700 at 4% or $201,800 at 6%; with 100% employer match about $227,025 at 4% or $151,350 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 2 | $651,014 | $36,324 | $18,162iApproximate average salary by contribution assumption: employee only about $454,050 at 4% or $302,700 at 6%; with 50% employer match about $302,700 at 4% or $201,800 at 6%; with 100% employer match about $227,025 at 4% or $151,350 at 6%. |
| 2008 | 1 | 3 | $613,713 | $40,792 | $13,597iApproximate average salary by contribution assumption: employee only about $339,933 at 4% or $226,622 at 6%; with 50% employer match about $226,622 at 4% or $151,081 at 6%; with 100% employer match about $169,967 at 4% or $113,311 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 3 | $613,713 | $40,792 | $13,597iApproximate average salary by contribution assumption: employee only about $339,933 at 4% or $226,622 at 6%; with 50% employer match about $226,622 at 4% or $151,081 at 6%; with 100% employer match about $169,967 at 4% or $113,311 at 6%. |
| 2007 | 1 | 2 | $674,032 | $49,463 | $24,732iApproximate average salary by contribution assumption: employee only about $618,288 at 4% or $412,192 at 6%; with 50% employer match about $412,192 at 4% or $274,794 at 6%; with 100% employer match about $309,144 at 4% or $206,096 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 2 | $674,032 | $49,463 | $24,732iApproximate average salary by contribution assumption: employee only about $618,288 at 4% or $412,192 at 6%; with 50% employer match about $412,192 at 4% or $274,794 at 6%; with 100% employer match about $309,144 at 4% or $206,096 at 6%. |
| 2006 | 1 | 3 | $643,689 | $39,787 | $13,262iApproximate average salary by contribution assumption: employee only about $331,558 at 4% or $221,039 at 6%; with 50% employer match about $221,039 at 4% or $147,359 at 6%; with 100% employer match about $165,779 at 4% or $110,519 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 3 | $643,689 | $39,787 | $13,262iApproximate average salary by contribution assumption: employee only about $331,558 at 4% or $221,039 at 6%; with 50% employer match about $221,039 at 4% or $147,359 at 6%; with 100% employer match about $165,779 at 4% or $110,519 at 6%. |
| 2005 | 1 | 3 | $516,065 | $45,741 | $15,247iApproximate average salary by contribution assumption: employee only about $381,175 at 4% or $254,117 at 6%; with 50% employer match about $254,117 at 4% or $169,411 at 6%; with 100% employer match about $190,588 at 4% or $127,058 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 3 | $516,065 | $45,741 | $15,247iApproximate average salary by contribution assumption: employee only about $381,175 at 4% or $254,117 at 6%; with 50% employer match about $254,117 at 4% or $169,411 at 6%; with 100% employer match about $190,588 at 4% or $127,058 at 6%. |
| 2004 | 1 | 3 | $459,955 | $27,810 | $9,270iApproximate average salary by contribution assumption: employee only about $231,750 at 4% or $154,500 at 6%; with 50% employer match about $154,500 at 4% or $103,000 at 6%; with 100% employer match about $115,875 at 4% or $77,250 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 3 | $459,955 | $27,810 | $9,270iApproximate average salary by contribution assumption: employee only about $231,750 at 4% or $154,500 at 6%; with 50% employer match about $154,500 at 4% or $103,000 at 6%; with 100% employer match about $115,875 at 4% or $77,250 at 6%. |
| 2003 | 1 | 3 | $448,747 | $38,707 | $12,902iApproximate average salary by contribution assumption: employee only about $322,558 at 4% or $215,039 at 6%; with 50% employer match about $215,039 at 4% or $143,359 at 6%; with 100% employer match about $161,279 at 4% or $107,519 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 3 | $448,747 | $38,707 | $12,902iApproximate average salary by contribution assumption: employee only about $322,558 at 4% or $215,039 at 6%; with 50% employer match about $215,039 at 4% or $143,359 at 6%; with 100% employer match about $161,279 at 4% or $107,519 at 6%. |
| 2002 | 2 | 3 | $314,450 | $36,277 | $12,092iApproximate average salary by contribution assumption: employee only about $302,308 at 4% or $201,539 at 6%; with 50% employer match about $201,539 at 4% or $134,359 at 6%; with 100% employer match about $151,154 at 4% or $100,769 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 3 | $314,450 | $27,109 | $9,036iApproximate average salary by contribution assumption: employee only about $225,908 at 4% or $150,606 at 6%; with 50% employer match about $150,606 at 4% or $100,404 at 6%; with 100% employer match about $112,954 at 4% or $75,303 at 6%. |
| JAMES D. STEWART KEOGH MONEY PURCHASE PLAN | - | 0 | - | $9,168 | - |
| 2001 | 2 | 2 | $365,836 | $35,127 | $17,564iApproximate average salary by contribution assumption: employee only about $439,088 at 4% or $292,725 at 6%; with 50% employer match about $292,725 at 4% or $195,150 at 6%; with 100% employer match about $219,544 at 4% or $146,363 at 6%. |
| James D. Stewart Keogh Profit Sharing Plan | - | 2 | $193,717 | $19,777 | $9,889iApproximate average salary by contribution assumption: employee only about $247,213 at 4% or $164,808 at 6%; with 50% employer match about $164,808 at 4% or $109,872 at 6%; with 100% employer match about $123,606 at 4% or $82,404 at 6%. |
| JAMES D. STEWART KEOGH PLAN MONEY PURCHASE PLAN | - | 2 | $172,119 | $15,350 | $7,675iApproximate average salary by contribution assumption: employee only about $191,875 at 4% or $127,917 at 6%; with 50% employer match about $127,917 at 4% or $85,278 at 6%; with 100% employer match about $95,938 at 4% or $63,958 at 6%. |
| 2000 | 2 | 2 | $0 | $0 | - |
| JAMES D. STEWART KEOGH PLAN MONEY PURCHASE PLAN | - | 2 | - | - | - |
| James D. Stewart Keogh Profit Sharing Plan | - | 2 | - | - | - |