Civic Intelligence

Richard a. Stone, D.P.M.

Plan context: Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust

EIN 94-2784697 • Burlingame, CA • 28 filings • 6 plans

1720 Marco Polo Way, Suite ABurlingame, CA 94010
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$5,300,656

2022 Contributions

$48,328

Historical Graphs

Total Assets Over Time

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

$5,300,656$2,650,328$0199920112021YearValue
$5,300,656Latest year 2021

Participants Over Time

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

420199920102021YearValue
3Latest year 2021

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
202210$0$48,328-
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-0$0$48,328-
202113$5,300,656$68,464$22,821iApproximate average salary by contribution assumption: employee only about $570,533 at 4% or $380,356 at 6%; with 50% employer match about $380,356 at 4% or $253,570 at 6%; with 100% employer match about $285,267 at 4% or $190,178 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-3$5,300,656$68,464$22,821iApproximate average salary by contribution assumption: employee only about $570,533 at 4% or $380,356 at 6%; with 50% employer match about $380,356 at 4% or $253,570 at 6%; with 100% employer match about $285,267 at 4% or $190,178 at 6%.
202013$5,100,971$52,070$17,357iApproximate average salary by contribution assumption: employee only about $433,917 at 4% or $289,278 at 6%; with 50% employer match about $289,278 at 4% or $192,852 at 6%; with 100% employer match about $216,958 at 4% or $144,639 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-3$5,100,971$52,070$17,357iApproximate average salary by contribution assumption: employee only about $433,917 at 4% or $289,278 at 6%; with 50% employer match about $289,278 at 4% or $192,852 at 6%; with 100% employer match about $216,958 at 4% or $144,639 at 6%.
201913$4,090,734$81,112$27,037iApproximate average salary by contribution assumption: employee only about $675,933 at 4% or $450,622 at 6%; with 50% employer match about $450,622 at 4% or $300,415 at 6%; with 100% employer match about $337,967 at 4% or $225,311 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-3$4,090,734$81,112$27,037iApproximate average salary by contribution assumption: employee only about $675,933 at 4% or $450,622 at 6%; with 50% employer match about $450,622 at 4% or $300,415 at 6%; with 100% employer match about $337,967 at 4% or $225,311 at 6%.
201814$3,468,648$40,079$10,020iApproximate average salary by contribution assumption: employee only about $250,494 at 4% or $166,996 at 6%; with 50% employer match about $166,996 at 4% or $111,331 at 6%; with 100% employer match about $125,247 at 4% or $83,498 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-4$3,468,648$40,079$10,020iApproximate average salary by contribution assumption: employee only about $250,494 at 4% or $166,996 at 6%; with 50% employer match about $166,996 at 4% or $111,331 at 6%; with 100% employer match about $125,247 at 4% or $83,498 at 6%.
201714$3,600,417$53,964$13,491iApproximate average salary by contribution assumption: employee only about $337,275 at 4% or $224,850 at 6%; with 50% employer match about $224,850 at 4% or $149,900 at 6%; with 100% employer match about $168,638 at 4% or $112,425 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-4$3,600,417$53,964$13,491iApproximate average salary by contribution assumption: employee only about $337,275 at 4% or $224,850 at 6%; with 50% employer match about $224,850 at 4% or $149,900 at 6%; with 100% employer match about $168,638 at 4% or $112,425 at 6%.
201614$3,083,161$79,000$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-4$3,083,161$79,000$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
201512$2,926,890$15,397$7,699iApproximate average salary by contribution assumption: employee only about $192,463 at 4% or $128,308 at 6%; with 50% employer match about $128,308 at 4% or $85,539 at 6%; with 100% employer match about $96,231 at 4% or $64,154 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-2$2,926,890$15,397$7,699iApproximate average salary by contribution assumption: employee only about $192,463 at 4% or $128,308 at 6%; with 50% employer match about $128,308 at 4% or $85,539 at 6%; with 100% employer match about $96,231 at 4% or $64,154 at 6%.
201413$3,034,968$61,154$20,385iApproximate average salary by contribution assumption: employee only about $509,617 at 4% or $339,744 at 6%; with 50% employer match about $339,744 at 4% or $226,496 at 6%; with 100% employer match about $254,808 at 4% or $169,872 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-3$3,034,968$61,154$20,385iApproximate average salary by contribution assumption: employee only about $509,617 at 4% or $339,744 at 6%; with 50% employer match about $339,744 at 4% or $226,496 at 6%; with 100% employer match about $254,808 at 4% or $169,872 at 6%.
201312$2,883,563$58,759$29,380iApproximate average salary by contribution assumption: employee only about $734,488 at 4% or $489,658 at 6%; with 50% employer match about $489,658 at 4% or $326,439 at 6%; with 100% employer match about $367,244 at 4% or $244,829 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-2$2,883,563$58,759$29,380iApproximate average salary by contribution assumption: employee only about $734,488 at 4% or $489,658 at 6%; with 50% employer match about $489,658 at 4% or $326,439 at 6%; with 100% employer match about $367,244 at 4% or $244,829 at 6%.
201214$2,326,417$61,562$15,391iApproximate average salary by contribution assumption: employee only about $384,763 at 4% or $256,508 at 6%; with 50% employer match about $256,508 at 4% or $171,006 at 6%; with 100% employer match about $192,381 at 4% or $128,254 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-4$2,326,417$61,562$15,391iApproximate average salary by contribution assumption: employee only about $384,763 at 4% or $256,508 at 6%; with 50% employer match about $256,508 at 4% or $171,006 at 6%; with 100% employer match about $192,381 at 4% or $128,254 at 6%.
201114$1,955,953$60,653$15,163iApproximate average salary by contribution assumption: employee only about $379,081 at 4% or $252,721 at 6%; with 50% employer match about $252,721 at 4% or $168,481 at 6%; with 100% employer match about $189,541 at 4% or $126,360 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-4$1,955,953$60,653$15,163iApproximate average salary by contribution assumption: employee only about $379,081 at 4% or $252,721 at 6%; with 50% employer match about $252,721 at 4% or $168,481 at 6%; with 100% employer match about $189,541 at 4% or $126,360 at 6%.
201013$2,120,791$58,661$19,554iApproximate average salary by contribution assumption: employee only about $488,842 at 4% or $325,894 at 6%; with 50% employer match about $325,894 at 4% or $217,263 at 6%; with 100% employer match about $244,421 at 4% or $162,947 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-3$2,120,791$58,661$19,554iApproximate average salary by contribution assumption: employee only about $488,842 at 4% or $325,894 at 6%; with 50% employer match about $325,894 at 4% or $217,263 at 6%; with 100% employer match about $244,421 at 4% or $162,947 at 6%.
200913$1,805,896$59,954$19,985iApproximate average salary by contribution assumption: employee only about $499,617 at 4% or $333,078 at 6%; with 50% employer match about $333,078 at 4% or $222,052 at 6%; with 100% employer match about $249,808 at 4% or $166,539 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-3$1,805,896$59,954$19,985iApproximate average salary by contribution assumption: employee only about $499,617 at 4% or $333,078 at 6%; with 50% employer match about $333,078 at 4% or $222,052 at 6%; with 100% employer match about $249,808 at 4% or $166,539 at 6%.
200812$1,262,194$54,075$27,038iApproximate average salary by contribution assumption: employee only about $675,938 at 4% or $450,625 at 6%; with 50% employer match about $450,625 at 4% or $300,417 at 6%; with 100% employer match about $337,969 at 4% or $225,313 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-2$1,262,194$54,075$27,038iApproximate average salary by contribution assumption: employee only about $675,938 at 4% or $450,625 at 6%; with 50% employer match about $450,625 at 4% or $300,417 at 6%; with 100% employer match about $337,969 at 4% or $225,313 at 6%.
200713$2,156,485$53,442$17,814iApproximate average salary by contribution assumption: employee only about $445,350 at 4% or $296,900 at 6%; with 50% employer match about $296,900 at 4% or $197,933 at 6%; with 100% employer match about $222,675 at 4% or $148,450 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-3$2,156,485$53,442$17,814iApproximate average salary by contribution assumption: employee only about $445,350 at 4% or $296,900 at 6%; with 50% employer match about $296,900 at 4% or $197,933 at 6%; with 100% employer match about $222,675 at 4% or $148,450 at 6%.
200612$1,796,961$96,979$48,490iApproximate average salary by contribution assumption: employee only about $1,212,238 at 4% or $808,158 at 6%; with 50% employer match about $808,158 at 4% or $538,772 at 6%; with 100% employer match about $606,119 at 4% or $404,079 at 6%.
Richard a. Stone, D.P.M. Profit Sharing Plan & Trust-2$1,796,961$96,979$48,490iApproximate average salary by contribution assumption: employee only about $1,212,238 at 4% or $808,158 at 6%; with 50% employer match about $808,158 at 4% or $538,772 at 6%; with 100% employer match about $606,119 at 4% or $404,079 at 6%.
200513$1,502,583$53,495$17,832iApproximate average salary by contribution assumption: employee only about $445,792 at 4% or $297,194 at 6%; with 50% employer match about $297,194 at 4% or $198,130 at 6%; with 100% employer match about $222,896 at 4% or $148,597 at 6%.
Richard a. Stone, D.P.M. Profit Sharing Plan & Trust-3$1,502,583$53,495$17,832iApproximate average salary by contribution assumption: employee only about $445,792 at 4% or $297,194 at 6%; with 50% employer match about $297,194 at 4% or $198,130 at 6%; with 100% employer match about $222,896 at 4% or $148,597 at 6%.
200413$1,240,928$45,578$15,193iApproximate average salary by contribution assumption: employee only about $379,817 at 4% or $253,211 at 6%; with 50% employer match about $253,211 at 4% or $168,807 at 6%; with 100% employer match about $189,908 at 4% or $126,606 at 6%.
Richard a. Stone, D.P.M. Profit Sharing Plan & Trust-3$1,240,928$45,578$15,193iApproximate average salary by contribution assumption: employee only about $379,817 at 4% or $253,211 at 6%; with 50% employer match about $253,211 at 4% or $168,807 at 6%; with 100% employer match about $189,908 at 4% or $126,606 at 6%.
200312$1,033,138$0-
Richard a. Stone, D.P.M. Profit Sharing Plan & Trust-2$1,033,138--
200222$0$0-
Richard a. Stone, D.P.M. Profit Sharing Plan & Trust-2---
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-0---
200122$930,256$42,680$21,340iApproximate average salary by contribution assumption: employee only about $533,500 at 4% or $355,667 at 6%; with 50% employer match about $355,667 at 4% or $237,111 at 6%; with 100% employer match about $266,750 at 4% or $177,833 at 6%.
Richard a. Stone, D.P.M. Profit Sharing Plan & Trust-2$512,724$21,950$10,975iApproximate average salary by contribution assumption: employee only about $274,375 at 4% or $182,917 at 6%; with 50% employer match about $182,917 at 4% or $121,944 at 6%; with 100% employer match about $137,188 at 4% or $91,458 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-2$417,532$20,730$10,365iApproximate average salary by contribution assumption: employee only about $259,125 at 4% or $172,750 at 6%; with 50% employer match about $172,750 at 4% or $115,167 at 6%; with 100% employer match about $129,563 at 4% or $86,375 at 6%.
200021$0$0-
Richard a. Stone, D.P.M. Profit Sharing Plan & Trust-1---
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-1---
199921$1,211,860$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Richard a. Stone, D.P.M. Profit Sharing Plan & Trust-1$629,484$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Richard a. Stone, D.P.M. Money Purchase Pension Plan & Trust-1$582,376$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.