Civic Intelligence

James R. Stephens, Dds

Plan context: James R. Stephens, Dds 401K Profit Sharing Plan

EIN 91-1336659 • Seattle, WA • 19 filings • 3 plans

411 Strander Blvd., Suite 306Seattle, WA 98188-2924
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$2,210,574

2014 Contributions

$4,400

Historical Graphs

Total Assets Over Time

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

$2,210,574$1,105,287$0199920062013YearValue
$2,210,574Latest year 2013

Participants Over Time

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

530199920062013YearValue
4Latest year 2013

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
201410$0$0-
James R. Stephens, Dds 401K Profit Sharing Plan-0$0$0-
201314$2,210,574$4,400$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$2,210,574$4,400$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
201214$1,798,981$45,432$11,358iApproximate average salary by contribution assumption: employee only about $283,950 at 4% or $189,300 at 6%; with 50% employer match about $189,300 at 4% or $126,200 at 6%; with 100% employer match about $141,975 at 4% or $94,650 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$1,798,981$45,432$11,358iApproximate average salary by contribution assumption: employee only about $283,950 at 4% or $189,300 at 6%; with 50% employer match about $189,300 at 4% or $126,200 at 6%; with 100% employer match about $141,975 at 4% or $94,650 at 6%.
201114$1,614,098$43,874$10,969iApproximate average salary by contribution assumption: employee only about $274,213 at 4% or $182,808 at 6%; with 50% employer match about $182,808 at 4% or $121,872 at 6%; with 100% employer match about $137,106 at 4% or $91,404 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$1,614,098$43,874$10,969iApproximate average salary by contribution assumption: employee only about $274,213 at 4% or $182,808 at 6%; with 50% employer match about $182,808 at 4% or $121,872 at 6%; with 100% employer match about $137,106 at 4% or $91,404 at 6%.
201014$1,601,164$40,397$10,099iApproximate average salary by contribution assumption: employee only about $252,481 at 4% or $168,321 at 6%; with 50% employer match about $168,321 at 4% or $112,214 at 6%; with 100% employer match about $126,241 at 4% or $84,160 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$1,601,164$40,397$10,099iApproximate average salary by contribution assumption: employee only about $252,481 at 4% or $168,321 at 6%; with 50% employer match about $168,321 at 4% or $112,214 at 6%; with 100% employer match about $126,241 at 4% or $84,160 at 6%.
200914$1,424,430$66,741$16,685iApproximate average salary by contribution assumption: employee only about $417,131 at 4% or $278,088 at 6%; with 50% employer match about $278,088 at 4% or $185,392 at 6%; with 100% employer match about $208,566 at 4% or $139,044 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$1,424,430$66,741$16,685iApproximate average salary by contribution assumption: employee only about $417,131 at 4% or $278,088 at 6%; with 50% employer match about $278,088 at 4% or $185,392 at 6%; with 100% employer match about $208,566 at 4% or $139,044 at 6%.
200814$1,133,200$70,750$17,688iApproximate average salary by contribution assumption: employee only about $442,188 at 4% or $294,792 at 6%; with 50% employer match about $294,792 at 4% or $196,528 at 6%; with 100% employer match about $221,094 at 4% or $147,396 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$1,133,200$70,750$17,688iApproximate average salary by contribution assumption: employee only about $442,188 at 4% or $294,792 at 6%; with 50% employer match about $294,792 at 4% or $196,528 at 6%; with 100% employer match about $221,094 at 4% or $147,396 at 6%.
200714$1,477,599$68,895$17,224iApproximate average salary by contribution assumption: employee only about $430,594 at 4% or $287,063 at 6%; with 50% employer match about $287,063 at 4% or $191,375 at 6%; with 100% employer match about $215,297 at 4% or $143,531 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$1,477,599$68,895$17,224iApproximate average salary by contribution assumption: employee only about $430,594 at 4% or $287,063 at 6%; with 50% employer match about $287,063 at 4% or $191,375 at 6%; with 100% employer match about $215,297 at 4% or $143,531 at 6%.
200614$1,374,773$62,006$15,502iApproximate average salary by contribution assumption: employee only about $387,538 at 4% or $258,358 at 6%; with 50% employer match about $258,358 at 4% or $172,239 at 6%; with 100% employer match about $193,769 at 4% or $129,179 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$1,374,773$62,006$15,502iApproximate average salary by contribution assumption: employee only about $387,538 at 4% or $258,358 at 6%; with 50% employer match about $258,358 at 4% or $172,239 at 6%; with 100% employer match about $193,769 at 4% or $129,179 at 6%.
200514$1,216,014$60,221$15,055iApproximate average salary by contribution assumption: employee only about $376,381 at 4% or $250,921 at 6%; with 50% employer match about $250,921 at 4% or $167,281 at 6%; with 100% employer match about $188,191 at 4% or $125,460 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-4$1,216,014$60,221$15,055iApproximate average salary by contribution assumption: employee only about $376,381 at 4% or $250,921 at 6%; with 50% employer match about $250,921 at 4% or $167,281 at 6%; with 100% employer match about $188,191 at 4% or $125,460 at 6%.
200415$1,114,711$44,093$8,819iApproximate average salary by contribution assumption: employee only about $220,465 at 4% or $146,977 at 6%; with 50% employer match about $146,977 at 4% or $97,984 at 6%; with 100% employer match about $110,233 at 4% or $73,488 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-5$1,114,711$44,093$8,819iApproximate average salary by contribution assumption: employee only about $220,465 at 4% or $146,977 at 6%; with 50% employer match about $146,977 at 4% or $97,984 at 6%; with 100% employer match about $110,233 at 4% or $73,488 at 6%.
200315$1,014,471$58,510$11,702iApproximate average salary by contribution assumption: employee only about $292,550 at 4% or $195,033 at 6%; with 50% employer match about $195,033 at 4% or $130,022 at 6%; with 100% employer match about $146,275 at 4% or $97,517 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-5$1,014,471$58,510$11,702iApproximate average salary by contribution assumption: employee only about $292,550 at 4% or $195,033 at 6%; with 50% employer match about $195,033 at 4% or $130,022 at 6%; with 100% employer match about $146,275 at 4% or $97,517 at 6%.
200215$793,916$56,890$11,378iApproximate average salary by contribution assumption: employee only about $284,450 at 4% or $189,633 at 6%; with 50% employer match about $189,633 at 4% or $126,422 at 6%; with 100% employer match about $142,225 at 4% or $94,817 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-5$793,916$56,890$11,378iApproximate average salary by contribution assumption: employee only about $284,450 at 4% or $189,633 at 6%; with 50% employer match about $189,633 at 4% or $126,422 at 6%; with 100% employer match about $142,225 at 4% or $94,817 at 6%.
200125$852,635$46,849$9,370iApproximate average salary by contribution assumption: employee only about $234,245 at 4% or $156,163 at 6%; with 50% employer match about $156,163 at 4% or $104,109 at 6%; with 100% employer match about $117,122 at 4% or $78,082 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-5$852,635$46,849$9,370iApproximate average salary by contribution assumption: employee only about $234,245 at 4% or $156,163 at 6%; with 50% employer match about $156,163 at 4% or $104,109 at 6%; with 100% employer match about $117,122 at 4% or $78,082 at 6%.
James R. Stephens, Dds Money Purchase Pension Plan-0---
200025$810,068$45,442$9,088iApproximate average salary by contribution assumption: employee only about $227,210 at 4% or $151,473 at 6%; with 50% employer match about $151,473 at 4% or $100,982 at 6%; with 100% employer match about $113,605 at 4% or $75,737 at 6%.
James R. Stephens, Dds Money Purchase Pension Plan-5$417,442$25,310$5,062iApproximate average salary by contribution assumption: employee only about $126,550 at 4% or $84,367 at 6%; with 50% employer match about $84,367 at 4% or $56,244 at 6%; with 100% employer match about $63,275 at 4% or $42,183 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-5$392,626$20,132$4,026iApproximate average salary by contribution assumption: employee only about $100,660 at 4% or $67,107 at 6%; with 50% employer match about $67,107 at 4% or $44,738 at 6%; with 100% employer match about $50,330 at 4% or $33,553 at 6%.
199923$823,411$39,518$13,173iApproximate average salary by contribution assumption: employee only about $329,317 at 4% or $219,544 at 6%; with 50% employer match about $219,544 at 4% or $146,363 at 6%; with 100% employer match about $164,658 at 4% or $109,772 at 6%.
James R. Stephens, Dds Money Purchase Pension Plan-3$421,548$21,618$7,206iApproximate average salary by contribution assumption: employee only about $180,150 at 4% or $120,100 at 6%; with 50% employer match about $120,100 at 4% or $80,067 at 6%; with 100% employer match about $90,075 at 4% or $60,050 at 6%.
James R. Stephens, Dds 401K Profit Sharing Plan-3$401,863$17,900$5,967iApproximate average salary by contribution assumption: employee only about $149,167 at 4% or $99,444 at 6%; with 50% employer match about $99,444 at 4% or $66,296 at 6%; with 100% employer match about $74,583 at 4% or $49,722 at 6%.