Stephen P Beals MD PC
Plan context: Stephen P Beals MD PC Profit Sharing Plan and Trust
EIN 86-0536952 • Phoenix, AZ • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$4,681,377
2025 Contributions
$109,906
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 15 | $4,681,377 | $109,906 | $7,327iApproximate average salary by contribution assumption: employee only about $183,177 at 4% or $122,118 at 6%; with 50% employer match about $122,118 at 4% or $81,412 at 6%; with 100% employer match about $91,588 at 4% or $61,059 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 15 | $4,681,377 | $109,906 | $7,327iApproximate average salary by contribution assumption: employee only about $183,177 at 4% or $122,118 at 6%; with 50% employer match about $122,118 at 4% or $81,412 at 6%; with 100% employer match about $91,588 at 4% or $61,059 at 6%. |
| 2024 | 1 | 14 | $4,355,589 | $101,352 | $7,239iApproximate average salary by contribution assumption: employee only about $180,986 at 4% or $120,657 at 6%; with 50% employer match about $120,657 at 4% or $80,438 at 6%; with 100% employer match about $90,493 at 4% or $60,329 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 14 | $4,355,589 | $101,352 | $7,239iApproximate average salary by contribution assumption: employee only about $180,986 at 4% or $120,657 at 6%; with 50% employer match about $120,657 at 4% or $80,438 at 6%; with 100% employer match about $90,493 at 4% or $60,329 at 6%. |
| 2023 | 1 | 15 | $3,851,107 | $94,350 | $6,290iApproximate average salary by contribution assumption: employee only about $157,250 at 4% or $104,833 at 6%; with 50% employer match about $104,833 at 4% or $69,889 at 6%; with 100% employer match about $78,625 at 4% or $52,417 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 15 | $3,851,107 | $94,350 | $6,290iApproximate average salary by contribution assumption: employee only about $157,250 at 4% or $104,833 at 6%; with 50% employer match about $104,833 at 4% or $69,889 at 6%; with 100% employer match about $78,625 at 4% or $52,417 at 6%. |
| 2022 | 1 | 13 | $3,342,237 | $88,940 | $6,842iApproximate average salary by contribution assumption: employee only about $171,038 at 4% or $114,026 at 6%; with 50% employer match about $114,026 at 4% or $76,017 at 6%; with 100% employer match about $85,519 at 4% or $57,013 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 13 | $3,342,237 | $88,940 | $6,842iApproximate average salary by contribution assumption: employee only about $171,038 at 4% or $114,026 at 6%; with 50% employer match about $114,026 at 4% or $76,017 at 6%; with 100% employer match about $85,519 at 4% or $57,013 at 6%. |
| 2021 | 1 | 13 | $3,455,381 | $88,415 | $6,801iApproximate average salary by contribution assumption: employee only about $170,029 at 4% or $113,353 at 6%; with 50% employer match about $113,353 at 4% or $75,568 at 6%; with 100% employer match about $85,014 at 4% or $56,676 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 13 | $3,455,381 | $88,415 | $6,801iApproximate average salary by contribution assumption: employee only about $170,029 at 4% or $113,353 at 6%; with 50% employer match about $113,353 at 4% or $75,568 at 6%; with 100% employer match about $85,014 at 4% or $56,676 at 6%. |
| 2020 | 1 | 13 | $2,968,602 | $85,061 | $6,543iApproximate average salary by contribution assumption: employee only about $163,579 at 4% or $109,053 at 6%; with 50% employer match about $109,053 at 4% or $72,702 at 6%; with 100% employer match about $81,789 at 4% or $54,526 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 13 | $2,968,602 | $85,061 | $6,543iApproximate average salary by contribution assumption: employee only about $163,579 at 4% or $109,053 at 6%; with 50% employer match about $109,053 at 4% or $72,702 at 6%; with 100% employer match about $81,789 at 4% or $54,526 at 6%. |
| 2019 | 1 | 13 | $2,689,371 | $84,790 | $6,522iApproximate average salary by contribution assumption: employee only about $163,058 at 4% or $108,705 at 6%; with 50% employer match about $108,705 at 4% or $72,470 at 6%; with 100% employer match about $81,529 at 4% or $54,353 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 13 | $2,689,371 | $84,790 | $6,522iApproximate average salary by contribution assumption: employee only about $163,058 at 4% or $108,705 at 6%; with 50% employer match about $108,705 at 4% or $72,470 at 6%; with 100% employer match about $81,529 at 4% or $54,353 at 6%. |
| 2018 | 1 | 11 | $2,243,449 | $78,056 | $7,096iApproximate average salary by contribution assumption: employee only about $177,400 at 4% or $118,267 at 6%; with 50% employer match about $118,267 at 4% or $78,844 at 6%; with 100% employer match about $88,700 at 4% or $59,133 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 11 | $2,243,449 | $78,056 | $7,096iApproximate average salary by contribution assumption: employee only about $177,400 at 4% or $118,267 at 6%; with 50% employer match about $118,267 at 4% or $78,844 at 6%; with 100% employer match about $88,700 at 4% or $59,133 at 6%. |
| 2017 | 1 | 16 | $2,556,156 | $77,837 | $4,865iApproximate average salary by contribution assumption: employee only about $121,620 at 4% or $81,080 at 6%; with 50% employer match about $81,080 at 4% or $54,053 at 6%; with 100% employer match about $60,810 at 4% or $40,540 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 16 | $2,556,156 | $77,837 | $4,865iApproximate average salary by contribution assumption: employee only about $121,620 at 4% or $81,080 at 6%; with 50% employer match about $81,080 at 4% or $54,053 at 6%; with 100% employer match about $60,810 at 4% or $40,540 at 6%. |
| 2016 | 1 | 15 | $2,105,405 | $76,166 | $5,078iApproximate average salary by contribution assumption: employee only about $126,943 at 4% or $84,629 at 6%; with 50% employer match about $84,629 at 4% or $56,419 at 6%; with 100% employer match about $63,472 at 4% or $42,314 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 15 | $2,105,405 | $76,166 | $5,078iApproximate average salary by contribution assumption: employee only about $126,943 at 4% or $84,629 at 6%; with 50% employer match about $84,629 at 4% or $56,419 at 6%; with 100% employer match about $63,472 at 4% or $42,314 at 6%. |
| 2015 | 1 | 14 | $1,875,581 | $76,543 | $5,467iApproximate average salary by contribution assumption: employee only about $136,684 at 4% or $91,123 at 6%; with 50% employer match about $91,123 at 4% or $60,748 at 6%; with 100% employer match about $68,342 at 4% or $45,561 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 14 | $1,875,581 | $76,543 | $5,467iApproximate average salary by contribution assumption: employee only about $136,684 at 4% or $91,123 at 6%; with 50% employer match about $91,123 at 4% or $60,748 at 6%; with 100% employer match about $68,342 at 4% or $45,561 at 6%. |
| 2014 | 1 | 13 | $1,924,412 | $73,389 | $5,645iApproximate average salary by contribution assumption: employee only about $141,133 at 4% or $94,088 at 6%; with 50% employer match about $94,088 at 4% or $62,726 at 6%; with 100% employer match about $70,566 at 4% or $47,044 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 13 | $1,924,412 | $73,389 | $5,645iApproximate average salary by contribution assumption: employee only about $141,133 at 4% or $94,088 at 6%; with 50% employer match about $94,088 at 4% or $62,726 at 6%; with 100% employer match about $70,566 at 4% or $47,044 at 6%. |
| 2013 | 1 | 13 | $1,837,380 | $70,216 | $5,401iApproximate average salary by contribution assumption: employee only about $135,031 at 4% or $90,021 at 6%; with 50% employer match about $90,021 at 4% or $60,014 at 6%; with 100% employer match about $67,515 at 4% or $45,010 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 13 | $1,837,380 | $70,216 | $5,401iApproximate average salary by contribution assumption: employee only about $135,031 at 4% or $90,021 at 6%; with 50% employer match about $90,021 at 4% or $60,014 at 6%; with 100% employer match about $67,515 at 4% or $45,010 at 6%. |
| 2012 | 1 | 13 | $1,646,393 | $66,780 | $5,137iApproximate average salary by contribution assumption: employee only about $128,423 at 4% or $85,615 at 6%; with 50% employer match about $85,615 at 4% or $57,077 at 6%; with 100% employer match about $64,212 at 4% or $42,808 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 13 | $1,646,393 | $66,780 | $5,137iApproximate average salary by contribution assumption: employee only about $128,423 at 4% or $85,615 at 6%; with 50% employer match about $85,615 at 4% or $57,077 at 6%; with 100% employer match about $64,212 at 4% or $42,808 at 6%. |
| 2011 | 1 | 13 | $1,410,141 | $89,757 | $6,904iApproximate average salary by contribution assumption: employee only about $172,610 at 4% or $115,073 at 6%; with 50% employer match about $115,073 at 4% or $76,715 at 6%; with 100% employer match about $86,305 at 4% or $57,537 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 13 | $1,410,141 | $89,757 | $6,904iApproximate average salary by contribution assumption: employee only about $172,610 at 4% or $115,073 at 6%; with 50% employer match about $115,073 at 4% or $76,715 at 6%; with 100% employer match about $86,305 at 4% or $57,537 at 6%. |
| 2010 | 1 | 12 | $1,389,818 | $62,555 | $5,213iApproximate average salary by contribution assumption: employee only about $130,323 at 4% or $86,882 at 6%; with 50% employer match about $86,882 at 4% or $57,921 at 6%; with 100% employer match about $65,161 at 4% or $43,441 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 12 | $1,389,818 | $62,555 | $5,213iApproximate average salary by contribution assumption: employee only about $130,323 at 4% or $86,882 at 6%; with 50% employer match about $86,882 at 4% or $57,921 at 6%; with 100% employer match about $65,161 at 4% or $43,441 at 6%. |
| 2009 | 1 | 11 | $1,176,439 | $61,605 | $5,600iApproximate average salary by contribution assumption: employee only about $140,011 at 4% or $93,341 at 6%; with 50% employer match about $93,341 at 4% or $62,227 at 6%; with 100% employer match about $70,006 at 4% or $46,670 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 11 | $1,176,439 | $61,605 | $5,600iApproximate average salary by contribution assumption: employee only about $140,011 at 4% or $93,341 at 6%; with 50% employer match about $93,341 at 4% or $62,227 at 6%; with 100% employer match about $70,006 at 4% or $46,670 at 6%. |
| 2008 | 1 | 10 | $899,994 | $57,227 | $5,723iApproximate average salary by contribution assumption: employee only about $143,068 at 4% or $95,378 at 6%; with 50% employer match about $95,378 at 4% or $63,586 at 6%; with 100% employer match about $71,534 at 4% or $47,689 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 10 | $899,994 | $57,227 | $5,723iApproximate average salary by contribution assumption: employee only about $143,068 at 4% or $95,378 at 6%; with 50% employer match about $95,378 at 4% or $63,586 at 6%; with 100% employer match about $71,534 at 4% or $47,689 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2006 | 1 | 7 | $1,089,572 | $53,734 | $7,676iApproximate average salary by contribution assumption: employee only about $191,907 at 4% or $127,938 at 6%; with 50% employer match about $127,938 at 4% or $85,292 at 6%; with 100% employer match about $95,954 at 4% or $63,969 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 7 | $1,089,572 | $53,734 | $7,676iApproximate average salary by contribution assumption: employee only about $191,907 at 4% or $127,938 at 6%; with 50% employer match about $127,938 at 4% or $85,292 at 6%; with 100% employer match about $95,954 at 4% or $63,969 at 6%. |
| 2005 | 1 | 7 | $916,433 | $50,161 | $7,166iApproximate average salary by contribution assumption: employee only about $179,146 at 4% or $119,431 at 6%; with 50% employer match about $119,431 at 4% or $79,621 at 6%; with 100% employer match about $89,573 at 4% or $59,715 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 7 | $916,433 | $50,161 | $7,166iApproximate average salary by contribution assumption: employee only about $179,146 at 4% or $119,431 at 6%; with 50% employer match about $119,431 at 4% or $79,621 at 6%; with 100% employer match about $89,573 at 4% or $59,715 at 6%. |
| 2004 | 1 | 7 | $805,504 | $44,895 | $6,414iApproximate average salary by contribution assumption: employee only about $160,339 at 4% or $106,893 at 6%; with 50% employer match about $106,893 at 4% or $71,262 at 6%; with 100% employer match about $80,170 at 4% or $53,446 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 7 | $805,504 | $44,895 | $6,414iApproximate average salary by contribution assumption: employee only about $160,339 at 4% or $106,893 at 6%; with 50% employer match about $106,893 at 4% or $71,262 at 6%; with 100% employer match about $80,170 at 4% or $53,446 at 6%. |
| 2003 | 1 | 5 | $680,927 | $39,553 | $7,911iApproximate average salary by contribution assumption: employee only about $197,765 at 4% or $131,843 at 6%; with 50% employer match about $131,843 at 4% or $87,896 at 6%; with 100% employer match about $98,883 at 4% or $65,922 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 5 | $680,927 | $39,553 | $7,911iApproximate average salary by contribution assumption: employee only about $197,765 at 4% or $131,843 at 6%; with 50% employer match about $131,843 at 4% or $87,896 at 6%; with 100% employer match about $98,883 at 4% or $65,922 at 6%. |
| 2002 | 1 | 6 | $518,512 | $45,682 | $7,614iApproximate average salary by contribution assumption: employee only about $190,342 at 4% or $126,894 at 6%; with 50% employer match about $126,894 at 4% or $84,596 at 6%; with 100% employer match about $95,171 at 4% or $63,447 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 6 | $518,512 | $45,682 | $7,614iApproximate average salary by contribution assumption: employee only about $190,342 at 4% or $126,894 at 6%; with 50% employer match about $126,894 at 4% or $84,596 at 6%; with 100% employer match about $95,171 at 4% or $63,447 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 1999 | 1 | 5 | $522,166 | $35,277 | $7,055iApproximate average salary by contribution assumption: employee only about $176,385 at 4% or $117,590 at 6%; with 50% employer match about $117,590 at 4% or $78,393 at 6%; with 100% employer match about $88,193 at 4% or $58,795 at 6%. |
| Stephen P Beals MD PC Profit Sharing Plan and Trust | - | 5 | $522,166 | $35,277 | $7,055iApproximate average salary by contribution assumption: employee only about $176,385 at 4% or $117,590 at 6%; with 50% employer match about $117,590 at 4% or $78,393 at 6%; with 100% employer match about $88,193 at 4% or $58,795 at 6%. |