Civic Intelligence

Stephen R. Ottosen, D.D.S., M.S.D.,

Plan context: STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN

EIN 91-1729935 • Wenatchee, WA • 41 filings • 6 plans

1010 5th StreetWenatchee, WA 98801
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,947,220

2024 Contributions

$900,000

Historical Graphs

Total Assets Over Time

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

$4,337,023$2,168,512$0199920132023YearValue
$3,947,220Latest year 2023

Participants Over Time

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

1790199920112023YearValue
3Latest year 2023

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
202410$0$0-
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-0$0$0-
202323$3,947,220$900,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-1$2,646,939$900,000$900,000iApproximate average salary by contribution assumption: employee only about $22,500,000 at 4% or $15,000,000 at 6%; with 50% employer match about $15,000,000 at 4% or $10,000,000 at 6%; with 100% employer match about $11,250,000 at 4% or $7,500,000 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-3$1,300,281$0-
2022217$4,040,431$97,194$5,717iApproximate average salary by contribution assumption: employee only about $142,932 at 4% or $95,288 at 6%; with 50% employer match about $95,288 at 4% or $63,525 at 6%; with 100% employer match about $71,466 at 4% or $47,644 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-16$2,489,245$56,136$3,509iApproximate average salary by contribution assumption: employee only about $87,713 at 4% or $58,475 at 6%; with 50% employer match about $58,475 at 4% or $38,983 at 6%; with 100% employer match about $43,856 at 4% or $29,238 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-17$1,551,186$41,058$2,415iApproximate average salary by contribution assumption: employee only about $60,379 at 4% or $40,253 at 6%; with 50% employer match about $40,253 at 4% or $26,835 at 6%; with 100% employer match about $30,190 at 4% or $20,126 at 6%.
2021216$4,337,023$665,285$41,580iApproximate average salary by contribution assumption: employee only about $1,039,508 at 4% or $693,005 at 6%; with 50% employer match about $693,005 at 4% or $462,003 at 6%; with 100% employer match about $519,754 at 4% or $346,503 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-15$2,456,613$582,000$38,800iApproximate average salary by contribution assumption: employee only about $970,000 at 4% or $646,667 at 6%; with 50% employer match about $646,667 at 4% or $431,111 at 6%; with 100% employer match about $485,000 at 4% or $323,333 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-16$1,880,410$83,285$5,205iApproximate average salary by contribution assumption: employee only about $130,133 at 4% or $86,755 at 6%; with 50% employer match about $86,755 at 4% or $57,837 at 6%; with 100% employer match about $65,066 at 4% or $43,378 at 6%.
2020216$3,288,642$133,428$8,339iApproximate average salary by contribution assumption: employee only about $208,481 at 4% or $138,988 at 6%; with 50% employer match about $138,988 at 4% or $92,658 at 6%; with 100% employer match about $104,241 at 4% or $69,494 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-11$1,735,832$69,000$6,273iApproximate average salary by contribution assumption: employee only about $156,818 at 4% or $104,545 at 6%; with 50% employer match about $104,545 at 4% or $69,697 at 6%; with 100% employer match about $78,409 at 4% or $52,273 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-16$1,552,810$64,428$4,027iApproximate average salary by contribution assumption: employee only about $100,669 at 4% or $67,113 at 6%; with 50% employer match about $67,113 at 4% or $44,742 at 6%; with 100% employer match about $50,334 at 4% or $33,556 at 6%.
2019212$2,843,954$110,699$9,225iApproximate average salary by contribution assumption: employee only about $230,623 at 4% or $153,749 at 6%; with 50% employer match about $153,749 at 4% or $102,499 at 6%; with 100% employer match about $115,311 at 4% or $76,874 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-7$1,550,254$76,000$10,857iApproximate average salary by contribution assumption: employee only about $271,429 at 4% or $180,952 at 6%; with 50% employer match about $180,952 at 4% or $120,635 at 6%; with 100% employer match about $135,714 at 4% or $90,476 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-12$1,293,700$34,699$2,892iApproximate average salary by contribution assumption: employee only about $72,290 at 4% or $48,193 at 6%; with 50% employer match about $48,193 at 4% or $32,129 at 6%; with 100% employer match about $36,145 at 4% or $24,097 at 6%.
2018210$2,346,583$91,022$9,102iApproximate average salary by contribution assumption: employee only about $227,555 at 4% or $151,703 at 6%; with 50% employer match about $151,703 at 4% or $101,136 at 6%; with 100% employer match about $113,778 at 4% or $75,852 at 6%.
STEPHEN R. OTTOSEN, D. D. S. , M. S. D. , P. S. CASH BALANCE PLAN-7$1,307,626$76,000$10,857iApproximate average salary by contribution assumption: employee only about $271,429 at 4% or $180,952 at 6%; with 50% employer match about $180,952 at 4% or $120,635 at 6%; with 100% employer match about $135,714 at 4% or $90,476 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-10$1,038,957$15,022$1,502iApproximate average salary by contribution assumption: employee only about $37,555 at 4% or $25,037 at 6%; with 50% employer match about $25,037 at 4% or $16,691 at 6%; with 100% employer match about $18,778 at 4% or $12,518 at 6%.
2017211$2,478,899$122,331$11,121iApproximate average salary by contribution assumption: employee only about $278,025 at 4% or $185,350 at 6%; with 50% employer match about $185,350 at 4% or $123,567 at 6%; with 100% employer match about $139,013 at 4% or $92,675 at 6%.
STEPHEN R. OTTOSEN, D. D. S. , M. S. D. , P. S. CASH BALANCE PLAN-9$1,282,260$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-11$1,196,639$72,331$6,576iApproximate average salary by contribution assumption: employee only about $164,389 at 4% or $109,592 at 6%; with 50% employer match about $109,592 at 4% or $73,062 at 6%; with 100% employer match about $82,194 at 4% or $54,796 at 6%.
2016211$2,166,438$460,067$41,824iApproximate average salary by contribution assumption: employee only about $1,045,607 at 4% or $697,071 at 6%; with 50% employer match about $697,071 at 4% or $464,714 at 6%; with 100% employer match about $522,803 at 4% or $348,536 at 6%.
STEPHEN R. OTTOSEN, D. D. S. , M. S. D. , P. S. CASH BALANCE PLAN-11$1,173,737$400,000$36,364iApproximate average salary by contribution assumption: employee only about $909,091 at 4% or $606,061 at 6%; with 50% employer match about $606,061 at 4% or $404,040 at 6%; with 100% employer match about $454,545 at 4% or $303,030 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-11$992,701$60,067$5,461iApproximate average salary by contribution assumption: employee only about $136,516 at 4% or $91,011 at 6%; with 50% employer match about $91,011 at 4% or $60,674 at 6%; with 100% employer match about $68,258 at 4% or $45,505 at 6%.
201527$1,627,769$105,190$15,027iApproximate average salary by contribution assumption: employee only about $375,679 at 4% or $250,452 at 6%; with 50% employer match about $250,452 at 4% or $166,968 at 6%; with 100% employer match about $187,839 at 4% or $125,226 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-7$874,194$16,190$2,313iApproximate average salary by contribution assumption: employee only about $57,821 at 4% or $38,548 at 6%; with 50% employer match about $38,548 at 4% or $25,698 at 6%; with 100% employer match about $28,911 at 4% or $19,274 at 6%.
STEPHEN R. OTTOSEN, D. D. S. , M. S. D. , P. S. CASH BALANCE PLAN-6$753,575$89,000$14,833iApproximate average salary by contribution assumption: employee only about $370,833 at 4% or $247,222 at 6%; with 50% employer match about $247,222 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,611 at 6%.
201427$1,578,009$108,847$15,550iApproximate average salary by contribution assumption: employee only about $388,739 at 4% or $259,160 at 6%; with 50% employer match about $259,160 at 4% or $172,773 at 6%; with 100% employer match about $194,370 at 4% or $129,580 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-7$898,367$19,847$2,835iApproximate average salary by contribution assumption: employee only about $70,882 at 4% or $47,255 at 6%; with 50% employer match about $47,255 at 4% or $31,503 at 6%; with 100% employer match about $35,441 at 4% or $23,627 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-6$679,642$89,000$14,833iApproximate average salary by contribution assumption: employee only about $370,833 at 4% or $247,222 at 6%; with 50% employer match about $247,222 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,611 at 6%.
201327$1,451,260$108,709$15,530iApproximate average salary by contribution assumption: employee only about $388,246 at 4% or $258,831 at 6%; with 50% employer match about $258,831 at 4% or $172,554 at 6%; with 100% employer match about $194,123 at 4% or $129,415 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-7$879,832$19,709$2,816iApproximate average salary by contribution assumption: employee only about $70,389 at 4% or $46,926 at 6%; with 50% employer match about $46,926 at 4% or $31,284 at 6%; with 100% employer match about $35,195 at 4% or $23,463 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-6$571,428$89,000$14,833iApproximate average salary by contribution assumption: employee only about $370,833 at 4% or $247,222 at 6%; with 50% employer match about $247,222 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,611 at 6%.
201227$1,288,138$186,226$26,604iApproximate average salary by contribution assumption: employee only about $665,093 at 4% or $443,395 at 6%; with 50% employer match about $443,395 at 4% or $295,597 at 6%; with 100% employer match about $332,546 at 4% or $221,698 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-7$799,461$51,226$7,318iApproximate average salary by contribution assumption: employee only about $182,950 at 4% or $121,967 at 6%; with 50% employer match about $121,967 at 4% or $81,311 at 6%; with 100% employer match about $91,475 at 4% or $60,983 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-6$488,677$135,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201127$1,021,916$164,651$23,522iApproximate average salary by contribution assumption: employee only about $588,039 at 4% or $392,026 at 6%; with 50% employer match about $392,026 at 4% or $261,351 at 6%; with 100% employer match about $294,020 at 4% or $196,013 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-7$687,761$75,651$10,807iApproximate average salary by contribution assumption: employee only about $270,182 at 4% or $180,121 at 6%; with 50% employer match about $180,121 at 4% or $120,081 at 6%; with 100% employer match about $135,091 at 4% or $90,061 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-7$334,155$89,000$12,714iApproximate average salary by contribution assumption: employee only about $317,857 at 4% or $211,905 at 6%; with 50% employer match about $211,905 at 4% or $141,270 at 6%; with 100% employer match about $158,929 at 4% or $105,952 at 6%.
201028$868,299$138,199$17,275iApproximate average salary by contribution assumption: employee only about $431,872 at 4% or $287,915 at 6%; with 50% employer match about $287,915 at 4% or $191,943 at 6%; with 100% employer match about $215,936 at 4% or $143,957 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-8$640,938$59,736$7,467iApproximate average salary by contribution assumption: employee only about $186,675 at 4% or $124,450 at 6%; with 50% employer match about $124,450 at 4% or $82,967 at 6%; with 100% employer match about $93,338 at 4% or $62,225 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-6$227,361$78,463$13,077iApproximate average salary by contribution assumption: employee only about $326,929 at 4% or $217,953 at 6%; with 50% employer match about $217,953 at 4% or $145,302 at 6%; with 100% employer match about $163,465 at 4% or $108,976 at 6%.
200929$520,022$69,169$7,685iApproximate average salary by contribution assumption: employee only about $192,136 at 4% or $128,091 at 6%; with 50% employer match about $128,091 at 4% or $85,394 at 6%; with 100% employer match about $96,068 at 4% or $64,045 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-9$520,022$69,169$7,685iApproximate average salary by contribution assumption: employee only about $192,136 at 4% or $128,091 at 6%; with 50% employer match about $128,091 at 4% or $85,394 at 6%; with 100% employer match about $96,068 at 4% or $64,045 at 6%.
STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S. CASH BALANCE PLAN-----
200817$460,087$73,139$10,448iApproximate average salary by contribution assumption: employee only about $261,211 at 4% or $174,140 at 6%; with 50% employer match about $174,140 at 4% or $116,094 at 6%; with 100% employer match about $130,605 at 4% or $87,070 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-7$460,087$73,139$10,448iApproximate average salary by contribution assumption: employee only about $261,211 at 4% or $174,140 at 6%; with 50% employer match about $174,140 at 4% or $116,094 at 6%; with 100% employer match about $130,605 at 4% or $87,070 at 6%.
200715$0$0-
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-5---
200618$483,995$71,490$8,936iApproximate average salary by contribution assumption: employee only about $223,406 at 4% or $148,938 at 6%; with 50% employer match about $148,938 at 4% or $99,292 at 6%; with 100% employer match about $111,703 at 4% or $74,469 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-8$483,995$71,490$8,936iApproximate average salary by contribution assumption: employee only about $223,406 at 4% or $148,938 at 6%; with 50% employer match about $148,938 at 4% or $99,292 at 6%; with 100% employer match about $111,703 at 4% or $74,469 at 6%.
200515$363,654$63,214$12,643iApproximate average salary by contribution assumption: employee only about $316,070 at 4% or $210,713 at 6%; with 50% employer match about $210,713 at 4% or $140,476 at 6%; with 100% employer match about $158,035 at 4% or $105,357 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-5$363,654$63,214$12,643iApproximate average salary by contribution assumption: employee only about $316,070 at 4% or $210,713 at 6%; with 50% employer match about $210,713 at 4% or $140,476 at 6%; with 100% employer match about $158,035 at 4% or $105,357 at 6%.
200414$285,911$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-4$285,911$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200315$240,883$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-5$240,883$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
200216$163,243$32,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-6$163,243$32,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
200115$0$0-
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-5---
200015$0$0-
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-5---
199914$93,502$37,139$9,285iApproximate average salary by contribution assumption: employee only about $232,119 at 4% or $154,746 at 6%; with 50% employer match about $154,746 at 4% or $103,164 at 6%; with 100% employer match about $116,059 at 4% or $77,373 at 6%.
Stephen R. Ottosen, D.D.S., M.S.D., P.S. Profit Sharing Plan-4$93,502$37,139$9,285iApproximate average salary by contribution assumption: employee only about $232,119 at 4% or $154,746 at 6%; with 50% employer match about $154,746 at 4% or $103,164 at 6%; with 100% employer match about $116,059 at 4% or $77,373 at 6%.