Civic Intelligence

Stephen W. Halpern, M.D. Inc.

Plan context: Stephen W. Halpern, M.D. Inc. Profit Sharing Plan

EIN 94-2831311 • Santa Rosa, CA • 23 filings • 5 plans

4740 Hoen AvenueSanta Rosa, CA 95405
Current Snapshot

Latest Year

2021

2021 Participants

18

2021 Assets

$2,300,242

2021 Contributions

$35,466

Historical Graphs

Total Assets Over Time

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

$2,300,242$1,150,121$0199920102020YearValue
$2,300,242Latest year 2020

Participants Over Time

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

19100199920102020YearValue
18Latest year 2020

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
202110$0$0-
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-0$0$0-
2020118$2,300,242$35,466$1,970iApproximate average salary by contribution assumption: employee only about $49,258 at 4% or $32,839 at 6%; with 50% employer match about $32,839 at 4% or $21,893 at 6%; with 100% employer match about $24,629 at 4% or $16,419 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-18$2,300,242$35,466$1,970iApproximate average salary by contribution assumption: employee only about $49,258 at 4% or $32,839 at 6%; with 50% employer match about $32,839 at 4% or $21,893 at 6%; with 100% employer match about $24,629 at 4% or $16,419 at 6%.
2019119$2,168,913$38,694$2,037iApproximate average salary by contribution assumption: employee only about $50,913 at 4% or $33,942 at 6%; with 50% employer match about $33,942 at 4% or $22,628 at 6%; with 100% employer match about $25,457 at 4% or $16,971 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-19$2,168,913$38,694$2,037iApproximate average salary by contribution assumption: employee only about $50,913 at 4% or $33,942 at 6%; with 50% employer match about $33,942 at 4% or $22,628 at 6%; with 100% employer match about $25,457 at 4% or $16,971 at 6%.
2018118$1,862,140$69,535$3,863iApproximate average salary by contribution assumption: employee only about $96,576 at 4% or $64,384 at 6%; with 50% employer match about $64,384 at 4% or $42,923 at 6%; with 100% employer match about $48,288 at 4% or $32,192 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-18$1,862,140$69,535$3,863iApproximate average salary by contribution assumption: employee only about $96,576 at 4% or $64,384 at 6%; with 50% employer match about $64,384 at 4% or $42,923 at 6%; with 100% employer match about $48,288 at 4% or $32,192 at 6%.
2017118$1,921,065$68,772$3,821iApproximate average salary by contribution assumption: employee only about $95,517 at 4% or $63,678 at 6%; with 50% employer match about $63,678 at 4% or $42,452 at 6%; with 100% employer match about $47,758 at 4% or $31,839 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-18$1,921,065$68,772$3,821iApproximate average salary by contribution assumption: employee only about $95,517 at 4% or $63,678 at 6%; with 50% employer match about $63,678 at 4% or $42,452 at 6%; with 100% employer match about $47,758 at 4% or $31,839 at 6%.
2016115$1,664,875$62,430$4,162iApproximate average salary by contribution assumption: employee only about $104,050 at 4% or $69,367 at 6%; with 50% employer match about $69,367 at 4% or $46,244 at 6%; with 100% employer match about $52,025 at 4% or $34,683 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-15$1,664,875$62,430$4,162iApproximate average salary by contribution assumption: employee only about $104,050 at 4% or $69,367 at 6%; with 50% employer match about $69,367 at 4% or $46,244 at 6%; with 100% employer match about $52,025 at 4% or $34,683 at 6%.
2015115$1,482,230$71,202$4,747iApproximate average salary by contribution assumption: employee only about $118,670 at 4% or $79,113 at 6%; with 50% employer match about $79,113 at 4% or $52,742 at 6%; with 100% employer match about $59,335 at 4% or $39,557 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-15$1,482,230$71,202$4,747iApproximate average salary by contribution assumption: employee only about $118,670 at 4% or $79,113 at 6%; with 50% employer match about $79,113 at 4% or $52,742 at 6%; with 100% employer match about $59,335 at 4% or $39,557 at 6%.
2014115$1,472,806$46,049$3,070iApproximate average salary by contribution assumption: employee only about $76,748 at 4% or $51,166 at 6%; with 50% employer match about $51,166 at 4% or $34,110 at 6%; with 100% employer match about $38,374 at 4% or $25,583 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-15$1,472,806$46,049$3,070iApproximate average salary by contribution assumption: employee only about $76,748 at 4% or $51,166 at 6%; with 50% employer match about $51,166 at 4% or $34,110 at 6%; with 100% employer match about $38,374 at 4% or $25,583 at 6%.
2013115$1,415,639$45,198$3,013iApproximate average salary by contribution assumption: employee only about $75,330 at 4% or $50,220 at 6%; with 50% employer match about $50,220 at 4% or $33,480 at 6%; with 100% employer match about $37,665 at 4% or $25,110 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-15$1,415,639$45,198$3,013iApproximate average salary by contribution assumption: employee only about $75,330 at 4% or $50,220 at 6%; with 50% employer match about $50,220 at 4% or $33,480 at 6%; with 100% employer match about $37,665 at 4% or $25,110 at 6%.
2012114$1,220,553$33,810$2,415iApproximate average salary by contribution assumption: employee only about $60,375 at 4% or $40,250 at 6%; with 50% employer match about $40,250 at 4% or $26,833 at 6%; with 100% employer match about $30,188 at 4% or $20,125 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-14$1,220,553$33,810$2,415iApproximate average salary by contribution assumption: employee only about $60,375 at 4% or $40,250 at 6%; with 50% employer match about $40,250 at 4% or $26,833 at 6%; with 100% employer match about $30,188 at 4% or $20,125 at 6%.
2011114$1,062,673$35,052$2,504iApproximate average salary by contribution assumption: employee only about $62,593 at 4% or $41,729 at 6%; with 50% employer match about $41,729 at 4% or $27,819 at 6%; with 100% employer match about $31,296 at 4% or $20,864 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-14$1,062,673$35,052$2,504iApproximate average salary by contribution assumption: employee only about $62,593 at 4% or $41,729 at 6%; with 50% employer match about $41,729 at 4% or $27,819 at 6%; with 100% employer match about $31,296 at 4% or $20,864 at 6%.
2010114$1,037,532$32,880$2,349iApproximate average salary by contribution assumption: employee only about $58,714 at 4% or $39,143 at 6%; with 50% employer match about $39,143 at 4% or $26,095 at 6%; with 100% employer match about $29,357 at 4% or $19,571 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-14$1,037,532$32,880$2,349iApproximate average salary by contribution assumption: employee only about $58,714 at 4% or $39,143 at 6%; with 50% employer match about $39,143 at 4% or $26,095 at 6%; with 100% employer match about $29,357 at 4% or $19,571 at 6%.
2009114$888,475$48,326$3,452iApproximate average salary by contribution assumption: employee only about $86,296 at 4% or $57,531 at 6%; with 50% employer match about $57,531 at 4% or $38,354 at 6%; with 100% employer match about $43,148 at 4% or $28,765 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-14$888,475$48,326$3,452iApproximate average salary by contribution assumption: employee only about $86,296 at 4% or $57,531 at 6%; with 50% employer match about $57,531 at 4% or $38,354 at 6%; with 100% employer match about $43,148 at 4% or $28,765 at 6%.
2008113$764,840$91,523$7,040iApproximate average salary by contribution assumption: employee only about $176,006 at 4% or $117,337 at 6%; with 50% employer match about $117,337 at 4% or $78,225 at 6%; with 100% employer match about $88,003 at 4% or $58,669 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-13$764,840$91,523$7,040iApproximate average salary by contribution assumption: employee only about $176,006 at 4% or $117,337 at 6%; with 50% employer match about $117,337 at 4% or $78,225 at 6%; with 100% employer match about $88,003 at 4% or $58,669 at 6%.
2007112$0$0-
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-12---
2006112$930,370$70,227$5,852iApproximate average salary by contribution assumption: employee only about $146,306 at 4% or $97,538 at 6%; with 50% employer match about $97,538 at 4% or $65,025 at 6%; with 100% employer match about $73,153 at 4% or $48,769 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-12$930,370$70,227$5,852iApproximate average salary by contribution assumption: employee only about $146,306 at 4% or $97,538 at 6%; with 50% employer match about $97,538 at 4% or $65,025 at 6%; with 100% employer match about $73,153 at 4% or $48,769 at 6%.
2005112$796,425$207,519$17,293iApproximate average salary by contribution assumption: employee only about $432,331 at 4% or $288,221 at 6%; with 50% employer match about $288,221 at 4% or $192,147 at 6%; with 100% employer match about $216,166 at 4% or $144,110 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-12$796,425$207,519$17,293iApproximate average salary by contribution assumption: employee only about $432,331 at 4% or $288,221 at 6%; with 50% employer match about $288,221 at 4% or $192,147 at 6%; with 100% employer match about $216,166 at 4% or $144,110 at 6%.
200419$574,119$140,367$15,596iApproximate average salary by contribution assumption: employee only about $389,908 at 4% or $259,939 at 6%; with 50% employer match about $259,939 at 4% or $173,293 at 6%; with 100% employer match about $194,954 at 4% or $129,969 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-9$574,119$140,367$15,596iApproximate average salary by contribution assumption: employee only about $389,908 at 4% or $259,939 at 6%; with 50% employer match about $259,939 at 4% or $173,293 at 6%; with 100% employer match about $194,954 at 4% or $129,969 at 6%.
200317$420,739$115,995$16,571iApproximate average salary by contribution assumption: employee only about $414,268 at 4% or $276,179 at 6%; with 50% employer match about $276,179 at 4% or $184,119 at 6%; with 100% employer match about $207,134 at 4% or $138,089 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-7$420,739$115,995$16,571iApproximate average salary by contribution assumption: employee only about $414,268 at 4% or $276,179 at 6%; with 50% employer match about $276,179 at 4% or $184,119 at 6%; with 100% employer match about $207,134 at 4% or $138,089 at 6%.
200215$264,215$101,566$20,313iApproximate average salary by contribution assumption: employee only about $507,830 at 4% or $338,553 at 6%; with 50% employer match about $338,553 at 4% or $225,702 at 6%; with 100% employer match about $253,915 at 4% or $169,277 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-5$264,215$101,566$20,313iApproximate average salary by contribution assumption: employee only about $507,830 at 4% or $338,553 at 6%; with 50% employer match about $338,553 at 4% or $225,702 at 6%; with 100% employer match about $253,915 at 4% or $169,277 at 6%.
200115$173,816$65,458$13,092iApproximate average salary by contribution assumption: employee only about $327,290 at 4% or $218,193 at 6%; with 50% employer match about $218,193 at 4% or $145,462 at 6%; with 100% employer match about $163,645 at 4% or $109,097 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-5$173,816$65,458$13,092iApproximate average salary by contribution assumption: employee only about $327,290 at 4% or $218,193 at 6%; with 50% employer match about $218,193 at 4% or $145,462 at 6%; with 100% employer match about $163,645 at 4% or $109,097 at 6%.
200014$128,585$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-4$128,585$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
199912$118,194$0-
Stephen W. Halpern, M.D. Inc. Profit Sharing Plan-2$118,194--