Robert H. Stephenson, D.D.S. PC.
Plan context: Robert H. Stephenson, Dds PC Defined Benefit Pla
EIN 93-1083818 • Eugene, OR • 33 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$4,091,099
2024 Contributions
$313,073
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 1 | $4,091,099 | $0 | - |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 1 | $2,435,469 | $0 | - |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 1 | $1,655,630 | $0 | - |
| 2023 | 2 | 7 | $4,237,988 | $313,073 | $44,725iApproximate average salary by contribution assumption: employee only about $1,118,118 at 4% or $745,412 at 6%; with 50% employer match about $745,412 at 4% or $496,941 at 6%; with 100% employer match about $559,059 at 4% or $372,706 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 7 | $2,439,224 | $269,556 | $38,508iApproximate average salary by contribution assumption: employee only about $962,700 at 4% or $641,800 at 6%; with 50% employer match about $641,800 at 4% or $427,867 at 6%; with 100% employer match about $481,350 at 4% or $320,900 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 7 | $1,798,764 | $43,517 | $6,217iApproximate average salary by contribution assumption: employee only about $155,418 at 4% or $103,612 at 6%; with 50% employer match about $103,612 at 4% or $69,075 at 6%; with 100% employer match about $77,709 at 4% or $51,806 at 6%. |
| 2022 | 2 | 7 | $3,576,620 | $210,389 | $30,056iApproximate average salary by contribution assumption: employee only about $751,389 at 4% or $500,926 at 6%; with 50% employer match about $500,926 at 4% or $333,951 at 6%; with 100% employer match about $375,695 at 4% or $250,463 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 5 | $2,106,367 | $122,947 | $24,589iApproximate average salary by contribution assumption: employee only about $614,735 at 4% or $409,823 at 6%; with 50% employer match about $409,823 at 4% or $273,216 at 6%; with 100% employer match about $307,368 at 4% or $204,912 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 7 | $1,470,253 | $87,442 | $12,492iApproximate average salary by contribution assumption: employee only about $312,293 at 4% or $208,195 at 6%; with 50% employer match about $208,195 at 4% or $138,797 at 6%; with 100% employer match about $156,146 at 4% or $104,098 at 6%. |
| 2021 | 2 | 5 | $3,959,316 | $171,175 | $34,235iApproximate average salary by contribution assumption: employee only about $855,875 at 4% or $570,583 at 6%; with 50% employer match about $570,583 at 4% or $380,389 at 6%; with 100% employer match about $427,938 at 4% or $285,292 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 5 | $2,293,260 | $95,220 | $19,044iApproximate average salary by contribution assumption: employee only about $476,100 at 4% or $317,400 at 6%; with 50% employer match about $317,400 at 4% or $211,600 at 6%; with 100% employer match about $238,050 at 4% or $158,700 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 5 | $1,666,056 | $75,955 | $15,191iApproximate average salary by contribution assumption: employee only about $379,775 at 4% or $253,183 at 6%; with 50% employer match about $253,183 at 4% or $168,789 at 6%; with 100% employer match about $189,888 at 4% or $126,592 at 6%. |
| 2020 | 2 | 8 | $3,863,800 | $83,312 | $10,414iApproximate average salary by contribution assumption: employee only about $260,350 at 4% or $173,567 at 6%; with 50% employer match about $173,567 at 4% or $115,711 at 6%; with 100% employer match about $130,175 at 4% or $86,783 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 5 | $2,171,388 | $0 | - |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 8 | $1,692,412 | $83,312 | $10,414iApproximate average salary by contribution assumption: employee only about $260,350 at 4% or $173,567 at 6%; with 50% employer match about $173,567 at 4% or $115,711 at 6%; with 100% employer match about $130,175 at 4% or $86,783 at 6%. |
| 2019 | 2 | 8 | $3,327,194 | $84,428 | $10,554iApproximate average salary by contribution assumption: employee only about $263,838 at 4% or $175,892 at 6%; with 50% employer match about $175,892 at 4% or $117,261 at 6%; with 100% employer match about $131,919 at 4% or $87,946 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 5 | $1,923,203 | $0 | - |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 8 | $1,403,991 | $84,428 | $10,554iApproximate average salary by contribution assumption: employee only about $263,838 at 4% or $175,892 at 6%; with 50% employer match about $175,892 at 4% or $117,261 at 6%; with 100% employer match about $131,919 at 4% or $87,946 at 6%. |
| 2018 | 2 | 8 | $2,830,017 | $247,354 | $30,919iApproximate average salary by contribution assumption: employee only about $772,981 at 4% or $515,321 at 6%; with 50% employer match about $515,321 at 4% or $343,547 at 6%; with 100% employer match about $386,491 at 4% or $257,660 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 5 | $1,706,033 | $202,518 | $40,504iApproximate average salary by contribution assumption: employee only about $1,012,590 at 4% or $675,060 at 6%; with 50% employer match about $675,060 at 4% or $450,040 at 6%; with 100% employer match about $506,295 at 4% or $337,530 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 8 | $1,123,984 | $44,836 | $5,605iApproximate average salary by contribution assumption: employee only about $140,113 at 4% or $93,408 at 6%; with 50% employer match about $93,408 at 4% or $62,272 at 6%; with 100% employer match about $70,056 at 4% or $46,704 at 6%. |
| 2017 | 2 | 10 | $2,736,975 | $381,008 | $38,101iApproximate average salary by contribution assumption: employee only about $952,520 at 4% or $635,013 at 6%; with 50% employer match about $635,013 at 4% or $423,342 at 6%; with 100% employer match about $476,260 at 4% or $317,507 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 5 | $1,571,699 | $301,524 | $60,305iApproximate average salary by contribution assumption: employee only about $1,507,620 at 4% or $1,005,080 at 6%; with 50% employer match about $1,005,080 at 4% or $670,053 at 6%; with 100% employer match about $753,810 at 4% or $502,540 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 10 | $1,165,276 | $79,484 | $7,948iApproximate average salary by contribution assumption: employee only about $198,710 at 4% or $132,473 at 6%; with 50% employer match about $132,473 at 4% or $88,316 at 6%; with 100% employer match about $99,355 at 4% or $66,237 at 6%. |
| 2016 | 2 | 9 | $2,229,194 | $607,738 | $67,526iApproximate average salary by contribution assumption: employee only about $1,688,161 at 4% or $1,125,441 at 6%; with 50% employer match about $1,125,441 at 4% or $750,294 at 6%; with 100% employer match about $844,081 at 4% or $562,720 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 4 | $1,179,418 | $557,000 | $139,250iApproximate average salary by contribution assumption: employee only about $3,481,250 at 4% or $2,320,833 at 6%; with 50% employer match about $2,320,833 at 4% or $1,547,222 at 6%; with 100% employer match about $1,740,625 at 4% or $1,160,417 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 9 | $1,049,776 | $50,738 | $5,638iApproximate average salary by contribution assumption: employee only about $140,939 at 4% or $93,959 at 6%; with 50% employer match about $93,959 at 4% or $62,640 at 6%; with 100% employer match about $70,469 at 4% or $46,980 at 6%. |
| 2015 | 2 | 9 | $1,460,398 | $129,665 | $14,407iApproximate average salary by contribution assumption: employee only about $360,181 at 4% or $240,120 at 6%; with 50% employer match about $240,120 at 4% or $160,080 at 6%; with 100% employer match about $180,090 at 4% or $120,060 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 9 | $856,471 | $54,665 | $6,074iApproximate average salary by contribution assumption: employee only about $151,847 at 4% or $101,231 at 6%; with 50% employer match about $101,231 at 4% or $67,488 at 6%; with 100% employer match about $75,924 at 4% or $50,616 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 4 | $603,927 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2014 | 2 | 9 | $1,370,179 | $239,702 | $26,634iApproximate average salary by contribution assumption: employee only about $665,839 at 4% or $443,893 at 6%; with 50% employer match about $443,893 at 4% or $295,928 at 6%; with 100% employer match about $332,919 at 4% or $221,946 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 9 | $833,158 | $59,702 | $6,634iApproximate average salary by contribution assumption: employee only about $165,839 at 4% or $110,559 at 6%; with 50% employer match about $110,559 at 4% or $73,706 at 6%; with 100% employer match about $82,919 at 4% or $55,280 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 4 | $537,021 | $180,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2013 | 2 | 9 | $1,101,659 | $260,397 | $28,933iApproximate average salary by contribution assumption: employee only about $723,325 at 4% or $482,217 at 6%; with 50% employer match about $482,217 at 4% or $321,478 at 6%; with 100% employer match about $361,663 at 4% or $241,108 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 9 | $753,135 | $65,213 | $7,246iApproximate average salary by contribution assumption: employee only about $181,147 at 4% or $120,765 at 6%; with 50% employer match about $120,765 at 4% or $80,510 at 6%; with 100% employer match about $90,574 at 4% or $60,382 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 3 | $348,524 | $195,184 | $65,061iApproximate average salary by contribution assumption: employee only about $1,626,533 at 4% or $1,084,356 at 6%; with 50% employer match about $1,084,356 at 4% or $722,904 at 6%; with 100% employer match about $813,267 at 4% or $542,178 at 6%. |
| 2012 | 2 | 9 | $780,043 | $214,663 | $23,851iApproximate average salary by contribution assumption: employee only about $596,286 at 4% or $397,524 at 6%; with 50% employer match about $397,524 at 4% or $265,016 at 6%; with 100% employer match about $298,143 at 4% or $198,762 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 9 | $625,493 | $60,113 | $6,679iApproximate average salary by contribution assumption: employee only about $166,981 at 4% or $111,320 at 6%; with 50% employer match about $111,320 at 4% or $74,214 at 6%; with 100% employer match about $83,490 at 4% or $55,660 at 6%. |
| Robert H. Stephenson, Dds PC Defined Benefit Pla | - | 4 | $154,550 | $154,550 | $38,638iApproximate average salary by contribution assumption: employee only about $965,938 at 4% or $643,958 at 6%; with 50% employer match about $643,958 at 4% or $429,306 at 6%; with 100% employer match about $482,969 at 4% or $321,979 at 6%. |
| 2011 | 1 | 8 | $511,267 | $75,179 | $9,397iApproximate average salary by contribution assumption: employee only about $234,934 at 4% or $156,623 at 6%; with 50% employer match about $156,623 at 4% or $104,415 at 6%; with 100% employer match about $117,467 at 4% or $78,311 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 8 | $511,267 | $75,179 | $9,397iApproximate average salary by contribution assumption: employee only about $234,934 at 4% or $156,623 at 6%; with 50% employer match about $156,623 at 4% or $104,415 at 6%; with 100% employer match about $117,467 at 4% or $78,311 at 6%. |
| 2010 | 1 | 8 | $448,182 | $71,025 | $8,878iApproximate average salary by contribution assumption: employee only about $221,953 at 4% or $147,969 at 6%; with 50% employer match about $147,969 at 4% or $98,646 at 6%; with 100% employer match about $110,977 at 4% or $73,984 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 8 | $448,182 | $71,025 | $8,878iApproximate average salary by contribution assumption: employee only about $221,953 at 4% or $147,969 at 6%; with 50% employer match about $147,969 at 4% or $98,646 at 6%; with 100% employer match about $110,977 at 4% or $73,984 at 6%. |
| 2009 | 1 | 6 | $347,113 | $71,010 | $11,835iApproximate average salary by contribution assumption: employee only about $295,875 at 4% or $197,250 at 6%; with 50% employer match about $197,250 at 4% or $131,500 at 6%; with 100% employer match about $147,938 at 4% or $98,625 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 6 | $347,113 | $71,010 | $11,835iApproximate average salary by contribution assumption: employee only about $295,875 at 4% or $197,250 at 6%; with 50% employer match about $197,250 at 4% or $131,500 at 6%; with 100% employer match about $147,938 at 4% or $98,625 at 6%. |
| 2008 | 1 | 3 | $250,393 | $51,561 | $17,187iApproximate average salary by contribution assumption: employee only about $429,675 at 4% or $286,450 at 6%; with 50% employer match about $286,450 at 4% or $190,967 at 6%; with 100% employer match about $214,838 at 4% or $143,225 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 3 | $250,393 | $51,561 | $17,187iApproximate average salary by contribution assumption: employee only about $429,675 at 4% or $286,450 at 6%; with 50% employer match about $286,450 at 4% or $190,967 at 6%; with 100% employer match about $214,838 at 4% or $143,225 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $196,076 | $145,223 | $36,306iApproximate average salary by contribution assumption: employee only about $907,644 at 4% or $605,096 at 6%; with 50% employer match about $605,096 at 4% or $403,397 at 6%; with 100% employer match about $453,822 at 4% or $302,548 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 4 | $196,076 | $145,223 | $36,306iApproximate average salary by contribution assumption: employee only about $907,644 at 4% or $605,096 at 6%; with 50% employer match about $605,096 at 4% or $403,397 at 6%; with 100% employer match about $453,822 at 4% or $302,548 at 6%. |
| 2005 | 1 | 4 | $53,639 | $53,639 | $13,410iApproximate average salary by contribution assumption: employee only about $335,244 at 4% or $223,496 at 6%; with 50% employer match about $223,496 at 4% or $148,997 at 6%; with 100% employer match about $167,622 at 4% or $111,748 at 6%. |
| Robert H. Stephenson, D.D.S. PC. 401(K) Retirement Savings Plan | - | 4 | $53,639 | $53,639 | $13,410iApproximate average salary by contribution assumption: employee only about $335,244 at 4% or $223,496 at 6%; with 50% employer match about $223,496 at 4% or $148,997 at 6%; with 100% employer match about $167,622 at 4% or $111,748 at 6%. |