Civic Intelligence

David S. Stone, M.D. Inc.

Plan context: David S. Stone, M.D. Inc. Profit Sharing Plan and Trust

EIN 94-3129959 • Pleasanton, CA • 30 filings • 3 plans

5565 W. Las Positas Blvd. 350Pleasanton, CA 94588
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$8,332,918

2024 Contributions

$57,389

Historical Graphs

Total Assets Over Time

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

$8,332,918$4,166,459$0199920122024YearValue
$8,332,918Latest year 2024

Participants Over Time

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

950199920122024YearValue
6Latest year 2024

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
202416$8,332,918$57,389$9,565iApproximate average salary by contribution assumption: employee only about $239,121 at 4% or $159,414 at 6%; with 50% employer match about $159,414 at 4% or $106,276 at 6%; with 100% employer match about $119,560 at 4% or $79,707 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-6$8,332,918$57,389$9,565iApproximate average salary by contribution assumption: employee only about $239,121 at 4% or $159,414 at 6%; with 50% employer match about $159,414 at 4% or $106,276 at 6%; with 100% employer match about $119,560 at 4% or $79,707 at 6%.
202319$7,081,112$44,049$4,894iApproximate average salary by contribution assumption: employee only about $122,358 at 4% or $81,572 at 6%; with 50% employer match about $81,572 at 4% or $54,381 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-9$7,081,112$44,049$4,894iApproximate average salary by contribution assumption: employee only about $122,358 at 4% or $81,572 at 6%; with 50% employer match about $81,572 at 4% or $54,381 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%.
202218$6,128,466$46,146$5,768iApproximate average salary by contribution assumption: employee only about $144,206 at 4% or $96,138 at 6%; with 50% employer match about $96,138 at 4% or $64,092 at 6%; with 100% employer match about $72,103 at 4% or $48,069 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-8$6,128,466$46,146$5,768iApproximate average salary by contribution assumption: employee only about $144,206 at 4% or $96,138 at 6%; with 50% employer match about $96,138 at 4% or $64,092 at 6%; with 100% employer match about $72,103 at 4% or $48,069 at 6%.
202118$6,580,523$55,396$6,925iApproximate average salary by contribution assumption: employee only about $173,113 at 4% or $115,408 at 6%; with 50% employer match about $115,408 at 4% or $76,939 at 6%; with 100% employer match about $86,556 at 4% or $57,704 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-8$6,580,523$55,396$6,925iApproximate average salary by contribution assumption: employee only about $173,113 at 4% or $115,408 at 6%; with 50% employer match about $115,408 at 4% or $76,939 at 6%; with 100% employer match about $86,556 at 4% or $57,704 at 6%.
202014$5,519,070$96,334$24,084iApproximate average salary by contribution assumption: employee only about $602,088 at 4% or $401,392 at 6%; with 50% employer match about $401,392 at 4% or $267,594 at 6%; with 100% employer match about $301,044 at 4% or $200,696 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-4$5,519,070$96,334$24,084iApproximate average salary by contribution assumption: employee only about $602,088 at 4% or $401,392 at 6%; with 50% employer match about $401,392 at 4% or $267,594 at 6%; with 100% employer match about $301,044 at 4% or $200,696 at 6%.
201914$5,152,201$84,967$21,242iApproximate average salary by contribution assumption: employee only about $531,044 at 4% or $354,029 at 6%; with 50% employer match about $354,029 at 4% or $236,019 at 6%; with 100% employer match about $265,522 at 4% or $177,015 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-4$5,152,201$84,967$21,242iApproximate average salary by contribution assumption: employee only about $531,044 at 4% or $354,029 at 6%; with 50% employer match about $354,029 at 4% or $236,019 at 6%; with 100% employer match about $265,522 at 4% or $177,015 at 6%.
201813$4,489,485$86,243$28,748iApproximate average salary by contribution assumption: employee only about $718,692 at 4% or $479,128 at 6%; with 50% employer match about $479,128 at 4% or $319,419 at 6%; with 100% employer match about $359,346 at 4% or $239,564 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-3$4,489,485$86,243$28,748iApproximate average salary by contribution assumption: employee only about $718,692 at 4% or $479,128 at 6%; with 50% employer match about $479,128 at 4% or $319,419 at 6%; with 100% employer match about $359,346 at 4% or $239,564 at 6%.
201716$4,426,432$95,544$15,924iApproximate average salary by contribution assumption: employee only about $398,100 at 4% or $265,400 at 6%; with 50% employer match about $265,400 at 4% or $176,933 at 6%; with 100% employer match about $199,050 at 4% or $132,700 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-6$4,426,432$95,544$15,924iApproximate average salary by contribution assumption: employee only about $398,100 at 4% or $265,400 at 6%; with 50% employer match about $265,400 at 4% or $176,933 at 6%; with 100% employer match about $199,050 at 4% or $132,700 at 6%.
201615$3,628,516$101,024$20,205iApproximate average salary by contribution assumption: employee only about $505,120 at 4% or $336,747 at 6%; with 50% employer match about $336,747 at 4% or $224,498 at 6%; with 100% employer match about $252,560 at 4% or $168,373 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-5$3,628,516$101,024$20,205iApproximate average salary by contribution assumption: employee only about $505,120 at 4% or $336,747 at 6%; with 50% employer match about $336,747 at 4% or $224,498 at 6%; with 100% employer match about $252,560 at 4% or $168,373 at 6%.
201515$3,221,962$106,048$21,210iApproximate average salary by contribution assumption: employee only about $530,240 at 4% or $353,493 at 6%; with 50% employer match about $353,493 at 4% or $235,662 at 6%; with 100% employer match about $265,120 at 4% or $176,747 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-5$3,221,962$106,048$21,210iApproximate average salary by contribution assumption: employee only about $530,240 at 4% or $353,493 at 6%; with 50% employer match about $353,493 at 4% or $235,662 at 6%; with 100% employer match about $265,120 at 4% or $176,747 at 6%.
201415$3,158,252$94,803$18,961iApproximate average salary by contribution assumption: employee only about $474,015 at 4% or $316,010 at 6%; with 50% employer match about $316,010 at 4% or $210,673 at 6%; with 100% employer match about $237,007 at 4% or $158,005 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-5$3,158,252$94,803$18,961iApproximate average salary by contribution assumption: employee only about $474,015 at 4% or $316,010 at 6%; with 50% employer match about $316,010 at 4% or $210,673 at 6%; with 100% employer match about $237,007 at 4% or $158,005 at 6%.
201316$2,593,998$103,056$17,176iApproximate average salary by contribution assumption: employee only about $429,400 at 4% or $286,267 at 6%; with 50% employer match about $286,267 at 4% or $190,844 at 6%; with 100% employer match about $214,700 at 4% or $143,133 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-6$2,593,998$103,056$17,176iApproximate average salary by contribution assumption: employee only about $429,400 at 4% or $286,267 at 6%; with 50% employer match about $286,267 at 4% or $190,844 at 6%; with 100% employer match about $214,700 at 4% or $143,133 at 6%.
201215$2,107,246$97,102$19,420iApproximate average salary by contribution assumption: employee only about $485,510 at 4% or $323,673 at 6%; with 50% employer match about $323,673 at 4% or $215,782 at 6%; with 100% employer match about $242,755 at 4% or $161,837 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-5$2,107,246$97,102$19,420iApproximate average salary by contribution assumption: employee only about $485,510 at 4% or $323,673 at 6%; with 50% employer match about $323,673 at 4% or $215,782 at 6%; with 100% employer match about $242,755 at 4% or $161,837 at 6%.
201116$1,825,346$99,070$16,512iApproximate average salary by contribution assumption: employee only about $412,792 at 4% or $275,194 at 6%; with 50% employer match about $275,194 at 4% or $183,463 at 6%; with 100% employer match about $206,396 at 4% or $137,597 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-6$1,825,346$99,070$16,512iApproximate average salary by contribution assumption: employee only about $412,792 at 4% or $275,194 at 6%; with 50% employer match about $275,194 at 4% or $183,463 at 6%; with 100% employer match about $206,396 at 4% or $137,597 at 6%.
201015$1,779,660$89,546$17,909iApproximate average salary by contribution assumption: employee only about $447,730 at 4% or $298,487 at 6%; with 50% employer match about $298,487 at 4% or $198,991 at 6%; with 100% employer match about $223,865 at 4% or $149,243 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-5$1,779,660$89,546$17,909iApproximate average salary by contribution assumption: employee only about $447,730 at 4% or $298,487 at 6%; with 50% employer match about $298,487 at 4% or $198,991 at 6%; with 100% employer match about $223,865 at 4% or $149,243 at 6%.
200915$1,489,725$84,035$16,807iApproximate average salary by contribution assumption: employee only about $420,175 at 4% or $280,117 at 6%; with 50% employer match about $280,117 at 4% or $186,744 at 6%; with 100% employer match about $210,088 at 4% or $140,058 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-5$1,489,725$84,035$16,807iApproximate average salary by contribution assumption: employee only about $420,175 at 4% or $280,117 at 6%; with 50% employer match about $280,117 at 4% or $186,744 at 6%; with 100% employer match about $210,088 at 4% or $140,058 at 6%.
200814$1,280,934$77,715$19,429iApproximate average salary by contribution assumption: employee only about $485,719 at 4% or $323,813 at 6%; with 50% employer match about $323,813 at 4% or $215,875 at 6%; with 100% employer match about $242,859 at 4% or $161,906 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-4$1,280,934$77,715$19,429iApproximate average salary by contribution assumption: employee only about $485,719 at 4% or $323,813 at 6%; with 50% employer match about $323,813 at 4% or $215,875 at 6%; with 100% employer match about $242,859 at 4% or $161,906 at 6%.
200713$1,864,608$80,123$26,708iApproximate average salary by contribution assumption: employee only about $667,692 at 4% or $445,128 at 6%; with 50% employer match about $445,128 at 4% or $296,752 at 6%; with 100% employer match about $333,846 at 4% or $222,564 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-3$1,864,608$80,123$26,708iApproximate average salary by contribution assumption: employee only about $667,692 at 4% or $445,128 at 6%; with 50% employer match about $445,128 at 4% or $296,752 at 6%; with 100% employer match about $333,846 at 4% or $222,564 at 6%.
200614$1,677,494$78,312$19,578iApproximate average salary by contribution assumption: employee only about $489,450 at 4% or $326,300 at 6%; with 50% employer match about $326,300 at 4% or $217,533 at 6%; with 100% employer match about $244,725 at 4% or $163,150 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-4$1,677,494$78,312$19,578iApproximate average salary by contribution assumption: employee only about $489,450 at 4% or $326,300 at 6%; with 50% employer match about $326,300 at 4% or $217,533 at 6%; with 100% employer match about $244,725 at 4% or $163,150 at 6%.
200514$1,408,559$73,785$18,446iApproximate average salary by contribution assumption: employee only about $461,156 at 4% or $307,438 at 6%; with 50% employer match about $307,438 at 4% or $204,958 at 6%; with 100% employer match about $230,578 at 4% or $153,719 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-4$1,408,559$73,785$18,446iApproximate average salary by contribution assumption: employee only about $461,156 at 4% or $307,438 at 6%; with 50% employer match about $307,438 at 4% or $204,958 at 6%; with 100% employer match about $230,578 at 4% or $153,719 at 6%.
200415$1,264,549$68,089$13,618iApproximate average salary by contribution assumption: employee only about $340,445 at 4% or $226,963 at 6%; with 50% employer match about $226,963 at 4% or $151,309 at 6%; with 100% employer match about $170,223 at 4% or $113,482 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-5$1,264,549$68,089$13,618iApproximate average salary by contribution assumption: employee only about $340,445 at 4% or $226,963 at 6%; with 50% employer match about $226,963 at 4% or $151,309 at 6%; with 100% employer match about $170,223 at 4% or $113,482 at 6%.
200313$1,102,063$45,860$15,287iApproximate average salary by contribution assumption: employee only about $382,167 at 4% or $254,778 at 6%; with 50% employer match about $254,778 at 4% or $169,852 at 6%; with 100% employer match about $191,083 at 4% or $127,389 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-3$1,102,063$45,860$15,287iApproximate average salary by contribution assumption: employee only about $382,167 at 4% or $254,778 at 6%; with 50% employer match about $254,778 at 4% or $169,852 at 6%; with 100% employer match about $191,083 at 4% or $127,389 at 6%.
200224$880,787$48,661$12,165iApproximate average salary by contribution assumption: employee only about $304,131 at 4% or $202,754 at 6%; with 50% employer match about $202,754 at 4% or $135,169 at 6%; with 100% employer match about $152,066 at 4% or $101,377 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-4$880,787$48,661$12,165iApproximate average salary by contribution assumption: employee only about $304,131 at 4% or $202,754 at 6%; with 50% employer match about $202,754 at 4% or $135,169 at 6%; with 100% employer match about $152,066 at 4% or $101,377 at 6%.
David S. Stone, M.D. Inc. Money Purchase Pension Plan and Trust-0---
200124$0$0-
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-4---
David S. Stone, M.D. Inc. Money Purchase Pension Plan and Trust-4---
200024$1,001,610$28,489$7,122iApproximate average salary by contribution assumption: employee only about $178,056 at 4% or $118,704 at 6%; with 50% employer match about $118,704 at 4% or $79,136 at 6%; with 100% employer match about $89,028 at 4% or $59,352 at 6%.
David S. Stone, M.D. Inc. Money Purchase Pension Plan and Trust-4$713,091$8,189$2,047iApproximate average salary by contribution assumption: employee only about $51,181 at 4% or $34,121 at 6%; with 50% employer match about $34,121 at 4% or $22,747 at 6%; with 100% employer match about $25,591 at 4% or $17,060 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-4$288,519$20,300$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
199923$1,167,779$35,902$11,967iApproximate average salary by contribution assumption: employee only about $299,183 at 4% or $199,456 at 6%; with 50% employer match about $199,456 at 4% or $132,970 at 6%; with 100% employer match about $149,592 at 4% or $99,728 at 6%.
David S. Stone, M.D. Inc. Money Purchase Pension Plan and Trust-3$843,143$9,887$3,296iApproximate average salary by contribution assumption: employee only about $82,392 at 4% or $54,928 at 6%; with 50% employer match about $54,928 at 4% or $36,619 at 6%; with 100% employer match about $41,196 at 4% or $27,464 at 6%.
David S. Stone, M.D. Inc. Profit Sharing Plan and Trust-3$324,636$26,015$8,672iApproximate average salary by contribution assumption: employee only about $216,792 at 4% or $144,528 at 6%; with 50% employer match about $144,528 at 4% or $96,352 at 6%; with 100% employer match about $108,396 at 4% or $72,264 at 6%.