Civic Intelligence

Kenneth M. Stein, M.D. Inc.

Plan context: Kenneth M. Stein, M.D. Inc. Profit Sharing Plan

EIN 94-2364355 • Santa Rosa, CA • 17 filings • 1 plans

4749 Stonehedge DriveSanta Rosa, CA 95405
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$1,042,423

2015 Contributions

$19,250

Historical Graphs

Total Assets Over Time

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

$1,514,428$757,214$0199920082015YearValue
$1,042,423Latest year 2015

Participants Over Time

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

630199920072015YearValue
1Latest year 2015

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
201511$1,042,423$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-1$1,042,423--
201415$1,125,260$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,125,260--
201315$1,157,628$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,157,628--
201215$1,201,580$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,201,580$0-
201115$1,294,962$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,294,962--
201015$1,365,124$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,365,124--
200915$1,469,820$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,469,820--
200815$1,500,417$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,500,417--
200714$0$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-4---
200614$1,514,428$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-4$1,514,428--
200513$1,449,504$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-3$1,449,504--
200414$1,412,341$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-4$1,412,341--
200315$1,435,967$19,250$3,850iApproximate average salary by contribution assumption: employee only about $96,250 at 4% or $64,167 at 6%; with 50% employer match about $64,167 at 4% or $42,778 at 6%; with 100% employer match about $48,125 at 4% or $32,083 at 6%.
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,435,967$19,250$3,850iApproximate average salary by contribution assumption: employee only about $96,250 at 4% or $64,167 at 6%; with 50% employer match about $64,167 at 4% or $42,778 at 6%; with 100% employer match about $48,125 at 4% or $32,083 at 6%.
200215$1,371,023$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-5$1,371,023$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200114$1,313,620$30,184$7,546iApproximate average salary by contribution assumption: employee only about $188,650 at 4% or $125,767 at 6%; with 50% employer match about $125,767 at 4% or $83,844 at 6%; with 100% employer match about $94,325 at 4% or $62,883 at 6%.
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-4$1,313,620$30,184$7,546iApproximate average salary by contribution assumption: employee only about $188,650 at 4% or $125,767 at 6%; with 50% employer match about $125,767 at 4% or $83,844 at 6%; with 100% employer match about $94,325 at 4% or $62,883 at 6%.
200014$1,219,835$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-4$1,219,835$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
199916$1,160,394$0-
Kenneth M. Stein, M.D. Inc. Profit Sharing Plan-6$1,160,394--
Kenneth M. Stein, M.D. Inc. | EIN 94-2364355 | 2015 Form 5500 Company Profile