Civic Intelligence

Kerwin L Steffen Dds PC

Plan context: Kerwin L. Steffen, D.D.S. PC. 401K Profit Sharing Plan and Trust

EIN 91-1358238 • 9 filings • 5 plans

Current Snapshot

Latest Year

2004

2004 Participants

5

2004 Assets

$690,986

2004 Contributions

$59,467

Historical Graphs

Total Assets Over Time

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

$690,986$345,493$0199920022004YearValue
$690,986Latest year 2004

Participants Over Time

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

630199920022004YearValue
5Latest year 2004

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
200415$690,986$59,467$11,893iApproximate average salary by contribution assumption: employee only about $297,335 at 4% or $198,223 at 6%; with 50% employer match about $198,223 at 4% or $132,149 at 6%; with 100% employer match about $148,668 at 4% or $99,112 at 6%.
Kerwin L. Steffen, D.D.S. PC. 401K Profit Sharing Plan and Trust-5$690,986$59,467$11,893iApproximate average salary by contribution assumption: employee only about $297,335 at 4% or $198,223 at 6%; with 50% employer match about $198,223 at 4% or $132,149 at 6%; with 100% employer match about $148,668 at 4% or $99,112 at 6%.
200316$584,102$62,124$10,354iApproximate average salary by contribution assumption: employee only about $258,850 at 4% or $172,567 at 6%; with 50% employer match about $172,567 at 4% or $115,044 at 6%; with 100% employer match about $129,425 at 4% or $86,283 at 6%.
Kerwin L. Steffen, D.D.S. PC. 401K Profit Sharing Plan and Trust-6$584,102$62,124$10,354iApproximate average salary by contribution assumption: employee only about $258,850 at 4% or $172,567 at 6%; with 50% employer match about $172,567 at 4% or $115,044 at 6%; with 100% employer match about $129,425 at 4% or $86,283 at 6%.
200216$443,939$59,186$9,864iApproximate average salary by contribution assumption: employee only about $246,608 at 4% or $164,406 at 6%; with 50% employer match about $164,406 at 4% or $109,604 at 6%; with 100% employer match about $123,304 at 4% or $82,203 at 6%.
Kerwin L. Steffen, D.D.S. PC. 401K Profit Sharing Plan and Trust-6$443,939$59,186$9,864iApproximate average salary by contribution assumption: employee only about $246,608 at 4% or $164,406 at 6%; with 50% employer match about $164,406 at 4% or $109,604 at 6%; with 100% employer match about $123,304 at 4% or $82,203 at 6%.
200120$462,856$50,826-
Kerwin L. Steffen, D.D.S. PC. 401K Profit Sharing Plan and Trust-0$462,856$50,826-
Kerwin L Steffen Dds PC Money Purchase Pension Plan and Trust-0---
200026$486,202$52,269$8,712iApproximate average salary by contribution assumption: employee only about $217,788 at 4% or $145,192 at 6%; with 50% employer match about $145,192 at 4% or $96,794 at 6%; with 100% employer match about $108,894 at 4% or $72,596 at 6%.
Kerwin L Steffen Dds PC Money Purchase Pension Plan and Trust-6$347,948$28,798$4,800iApproximate average salary by contribution assumption: employee only about $119,992 at 4% or $79,994 at 6%; with 50% employer match about $79,994 at 4% or $53,330 at 6%; with 100% employer match about $59,996 at 4% or $39,997 at 6%.
Kerwin L. Steffen, D.D.S. PC. 401K Profit Sharing Plan and Trust-6$138,254$23,471$3,912iApproximate average salary by contribution assumption: employee only about $97,796 at 4% or $65,197 at 6%; with 50% employer match about $65,197 at 4% or $43,465 at 6%; with 100% employer match about $48,898 at 4% or $32,599 at 6%.
199926$686,864$46,698$7,783iApproximate average salary by contribution assumption: employee only about $194,575 at 4% or $129,717 at 6%; with 50% employer match about $129,717 at 4% or $86,478 at 6%; with 100% employer match about $97,288 at 4% or $64,858 at 6%.
Kerwin L Steffen Dds PC Money Purchase Pension Plan and Trust-6$481,228$24,925$4,154iApproximate average salary by contribution assumption: employee only about $103,854 at 4% or $69,236 at 6%; with 50% employer match about $69,236 at 4% or $46,157 at 6%; with 100% employer match about $51,927 at 4% or $34,618 at 6%.
Kerwin L. Steffen, D.D.S. PC. 401K Profit Sharing Plan and Trust-6$205,636$21,773$3,629iApproximate average salary by contribution assumption: employee only about $90,721 at 4% or $60,481 at 6%; with 50% employer match about $60,481 at 4% or $40,320 at 6%; with 100% employer match about $45,360 at 4% or $30,240 at 6%.