Civic Intelligence

Michael R. Stein, M.D.

Plan context: Michael R. Stein, M.D. Profit Sharing Plan

EIN 94-2415155 • Walnut Creek, CA • 18 filings • 3 plans

1844 San Miguel Dr Ste 316Walnut Creek, CA 94596
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$2,031,150

2010 Contributions

$137,733

Historical Graphs

Total Assets Over Time

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

$2,031,150$1,015,575$0199920042009YearValue
$2,031,150Latest year 2009

Participants Over Time

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

320199920042009YearValue
3Latest year 2009

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
201010$0$137,733-
Michael R. Stein, M.D. Profit Sharing Plan-0$0$137,733-
200913$2,031,150$51,581$17,194iApproximate average salary by contribution assumption: employee only about $429,842 at 4% or $286,561 at 6%; with 50% employer match about $286,561 at 4% or $191,041 at 6%; with 100% employer match about $214,921 at 4% or $143,281 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-3$2,031,150$51,581$17,194iApproximate average salary by contribution assumption: employee only about $429,842 at 4% or $286,561 at 6%; with 50% employer match about $286,561 at 4% or $191,041 at 6%; with 100% employer match about $214,921 at 4% or $143,281 at 6%.
200811$1,652,619$57,370$57,370iApproximate average salary by contribution assumption: employee only about $1,434,250 at 4% or $956,167 at 6%; with 50% employer match about $956,167 at 4% or $637,444 at 6%; with 100% employer match about $717,125 at 4% or $478,083 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-1$1,652,619$57,370$57,370iApproximate average salary by contribution assumption: employee only about $1,434,250 at 4% or $956,167 at 6%; with 50% employer match about $956,167 at 4% or $637,444 at 6%; with 100% employer match about $717,125 at 4% or $478,083 at 6%.
200713$2,004,178$50,677$16,892iApproximate average salary by contribution assumption: employee only about $422,308 at 4% or $281,539 at 6%; with 50% employer match about $281,539 at 4% or $187,693 at 6%; with 100% employer match about $211,154 at 4% or $140,769 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-3$2,004,178$50,677$16,892iApproximate average salary by contribution assumption: employee only about $422,308 at 4% or $281,539 at 6%; with 50% employer match about $281,539 at 4% or $187,693 at 6%; with 100% employer match about $211,154 at 4% or $140,769 at 6%.
200611$1,859,522$45,144$45,144iApproximate average salary by contribution assumption: employee only about $1,128,600 at 4% or $752,400 at 6%; with 50% employer match about $752,400 at 4% or $501,600 at 6%; with 100% employer match about $564,300 at 4% or $376,200 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-1$1,859,522$45,144$45,144iApproximate average salary by contribution assumption: employee only about $1,128,600 at 4% or $752,400 at 6%; with 50% employer match about $752,400 at 4% or $501,600 at 6%; with 100% employer match about $564,300 at 4% or $376,200 at 6%.
200512$1,529,997$40,028$20,014iApproximate average salary by contribution assumption: employee only about $500,350 at 4% or $333,567 at 6%; with 50% employer match about $333,567 at 4% or $222,378 at 6%; with 100% employer match about $250,175 at 4% or $166,783 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-2$1,529,997$40,028$20,014iApproximate average salary by contribution assumption: employee only about $500,350 at 4% or $333,567 at 6%; with 50% employer match about $333,567 at 4% or $222,378 at 6%; with 100% employer match about $250,175 at 4% or $166,783 at 6%.
200422$1,481,538$45,366$22,683iApproximate average salary by contribution assumption: employee only about $567,075 at 4% or $378,050 at 6%; with 50% employer match about $378,050 at 4% or $252,033 at 6%; with 100% employer match about $283,538 at 4% or $189,025 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-2$1,481,538$45,366$22,683iApproximate average salary by contribution assumption: employee only about $567,075 at 4% or $378,050 at 6%; with 50% employer match about $378,050 at 4% or $252,033 at 6%; with 100% employer match about $283,538 at 4% or $189,025 at 6%.
Michael R. Stein, M.D. Money Purchase Pension Plan-0---
200322$1,199,671$26,906$13,453iApproximate average salary by contribution assumption: employee only about $336,325 at 4% or $224,217 at 6%; with 50% employer match about $224,217 at 4% or $149,478 at 6%; with 100% employer match about $168,163 at 4% or $112,108 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-2$771,171$18,000$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%.
Michael R. Stein, M.D. Money Purchase Pension Plan-2$428,500$8,906$4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%.
200222$1,004,402$26,926$13,463iApproximate average salary by contribution assumption: employee only about $336,575 at 4% or $224,383 at 6%; with 50% employer match about $224,383 at 4% or $149,589 at 6%; with 100% employer match about $168,288 at 4% or $112,192 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-2$644,962$16,638$8,319iApproximate average salary by contribution assumption: employee only about $207,975 at 4% or $138,650 at 6%; with 50% employer match about $138,650 at 4% or $92,433 at 6%; with 100% employer match about $103,988 at 4% or $69,325 at 6%.
Michael R. Stein, M.D. Money Purchase Pension Plan-2$359,440$10,288$5,144iApproximate average salary by contribution assumption: employee only about $128,600 at 4% or $85,733 at 6%; with 50% employer match about $85,733 at 4% or $57,156 at 6%; with 100% employer match about $64,300 at 4% or $42,867 at 6%.
200123$1,084,827$33,067$11,022iApproximate average salary by contribution assumption: employee only about $275,558 at 4% or $183,706 at 6%; with 50% employer match about $183,706 at 4% or $122,470 at 6%; with 100% employer match about $137,779 at 4% or $91,853 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-3$697,328$20,549$6,850iApproximate average salary by contribution assumption: employee only about $171,242 at 4% or $114,161 at 6%; with 50% employer match about $114,161 at 4% or $76,107 at 6%; with 100% employer match about $85,621 at 4% or $57,081 at 6%.
Michael R. Stein, M.D. Money Purchase Pension Plan-3$387,499$12,518$4,173iApproximate average salary by contribution assumption: employee only about $104,317 at 4% or $69,544 at 6%; with 50% employer match about $69,544 at 4% or $46,363 at 6%; with 100% employer match about $52,158 at 4% or $34,772 at 6%.
200022$948,247$23,420$11,710iApproximate average salary by contribution assumption: employee only about $292,750 at 4% or $195,167 at 6%; with 50% employer match about $195,167 at 4% or $130,111 at 6%; with 100% employer match about $146,375 at 4% or $97,583 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-2$610,193$14,373$7,187iApproximate average salary by contribution assumption: employee only about $179,663 at 4% or $119,775 at 6%; with 50% employer match about $119,775 at 4% or $79,850 at 6%; with 100% employer match about $89,831 at 4% or $59,888 at 6%.
Michael R. Stein, M.D. Money Purchase Pension Plan-2$338,054$9,047$4,524iApproximate average salary by contribution assumption: employee only about $113,088 at 4% or $75,392 at 6%; with 50% employer match about $75,392 at 4% or $50,261 at 6%; with 100% employer match about $56,544 at 4% or $37,696 at 6%.
199923$856,546$18,398$6,133iApproximate average salary by contribution assumption: employee only about $153,317 at 4% or $102,211 at 6%; with 50% employer match about $102,211 at 4% or $68,141 at 6%; with 100% employer match about $76,658 at 4% or $51,106 at 6%.
Michael R. Stein, M.D. Profit Sharing Plan-3$551,058$14,892$4,964iApproximate average salary by contribution assumption: employee only about $124,100 at 4% or $82,733 at 6%; with 50% employer match about $82,733 at 4% or $55,156 at 6%; with 100% employer match about $62,050 at 4% or $41,367 at 6%.
Michael R. Stein, M.D. Money Purchase Pension Plan-3$305,488$3,506$1,169iApproximate average salary by contribution assumption: employee only about $29,217 at 4% or $19,478 at 6%; with 50% employer match about $19,478 at 4% or $12,985 at 6%; with 100% employer match about $14,608 at 4% or $9,739 at 6%.