Civic Intelligence

Willian Stephens, D.D.S.

Plan context: William Stephens, D.D.S. Profit Sharing Plan

EIN 95-4260366 • Westlake Village, CA • 21 filings • 3 plans

2801 Townsgate Road, Suite 205Westlake Village, CA 91361
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$2,563,020

2019 Contributions

$111,787

Historical Graphs

Total Assets Over Time

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

$2,809,628$1,404,814$0199920102018YearValue
$2,563,020Latest year 2018

Participants Over Time

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

19100199920092018YearValue
12Latest year 2018

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
201910$0$0-
William Stephens, D.D.S. Profit Sharing Plan-0---
2018112$2,563,020$111,787$9,316iApproximate average salary by contribution assumption: employee only about $232,890 at 4% or $155,260 at 6%; with 50% employer match about $155,260 at 4% or $103,506 at 6%; with 100% employer match about $116,445 at 4% or $77,630 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-12$2,563,020$111,787$9,316iApproximate average salary by contribution assumption: employee only about $232,890 at 4% or $155,260 at 6%; with 50% employer match about $155,260 at 4% or $103,506 at 6%; with 100% employer match about $116,445 at 4% or $77,630 at 6%.
2017111$2,809,628$163,843$14,895iApproximate average salary by contribution assumption: employee only about $372,370 at 4% or $248,247 at 6%; with 50% employer match about $248,247 at 4% or $165,498 at 6%; with 100% employer match about $186,185 at 4% or $124,123 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-11$2,809,628$163,843$14,895iApproximate average salary by contribution assumption: employee only about $372,370 at 4% or $248,247 at 6%; with 50% employer match about $248,247 at 4% or $165,498 at 6%; with 100% employer match about $186,185 at 4% or $124,123 at 6%.
2016117$2,303,178$206,414$12,142iApproximate average salary by contribution assumption: employee only about $303,550 at 4% or $202,367 at 6%; with 50% employer match about $202,367 at 4% or $134,911 at 6%; with 100% employer match about $151,775 at 4% or $101,183 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-17$2,303,178$206,414$12,142iApproximate average salary by contribution assumption: employee only about $303,550 at 4% or $202,367 at 6%; with 50% employer match about $202,367 at 4% or $134,911 at 6%; with 100% employer match about $151,775 at 4% or $101,183 at 6%.
2015119$2,053,110$173,103$9,111iApproximate average salary by contribution assumption: employee only about $227,767 at 4% or $151,845 at 6%; with 50% employer match about $151,845 at 4% or $101,230 at 6%; with 100% employer match about $113,884 at 4% or $75,922 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-19$2,053,110$173,103$9,111iApproximate average salary by contribution assumption: employee only about $227,767 at 4% or $151,845 at 6%; with 50% employer match about $151,845 at 4% or $101,230 at 6%; with 100% employer match about $113,884 at 4% or $75,922 at 6%.
2014117$1,816,316$90,272$5,310iApproximate average salary by contribution assumption: employee only about $132,753 at 4% or $88,502 at 6%; with 50% employer match about $88,502 at 4% or $59,001 at 6%; with 100% employer match about $66,376 at 4% or $44,251 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-17$1,816,316$90,272$5,310iApproximate average salary by contribution assumption: employee only about $132,753 at 4% or $88,502 at 6%; with 50% employer match about $88,502 at 4% or $59,001 at 6%; with 100% employer match about $66,376 at 4% or $44,251 at 6%.
2013113$1,512,458$117,163$9,013iApproximate average salary by contribution assumption: employee only about $225,313 at 4% or $150,209 at 6%; with 50% employer match about $150,209 at 4% or $100,139 at 6%; with 100% employer match about $112,657 at 4% or $75,104 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-13$1,512,458$117,163$9,013iApproximate average salary by contribution assumption: employee only about $225,313 at 4% or $150,209 at 6%; with 50% employer match about $150,209 at 4% or $100,139 at 6%; with 100% employer match about $112,657 at 4% or $75,104 at 6%.
2012113$1,299,788$111,171$8,552iApproximate average salary by contribution assumption: employee only about $213,790 at 4% or $142,527 at 6%; with 50% employer match about $142,527 at 4% or $95,018 at 6%; with 100% employer match about $106,895 at 4% or $71,263 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-13$1,299,788$111,171$8,552iApproximate average salary by contribution assumption: employee only about $213,790 at 4% or $142,527 at 6%; with 50% employer match about $142,527 at 4% or $95,018 at 6%; with 100% employer match about $106,895 at 4% or $71,263 at 6%.
2011110$1,098,337$102,291$10,229iApproximate average salary by contribution assumption: employee only about $255,728 at 4% or $170,485 at 6%; with 50% employer match about $170,485 at 4% or $113,657 at 6%; with 100% employer match about $127,864 at 4% or $85,243 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-10$1,098,337$102,291$10,229iApproximate average salary by contribution assumption: employee only about $255,728 at 4% or $170,485 at 6%; with 50% employer match about $170,485 at 4% or $113,657 at 6%; with 100% employer match about $127,864 at 4% or $85,243 at 6%.
2010110$1,039,347$96,559$9,656iApproximate average salary by contribution assumption: employee only about $241,398 at 4% or $160,932 at 6%; with 50% employer match about $160,932 at 4% or $107,288 at 6%; with 100% employer match about $120,699 at 4% or $80,466 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-10$1,039,347$96,559$9,656iApproximate average salary by contribution assumption: employee only about $241,398 at 4% or $160,932 at 6%; with 50% employer match about $160,932 at 4% or $107,288 at 6%; with 100% employer match about $120,699 at 4% or $80,466 at 6%.
2009110$1,008,764$74,248$7,425iApproximate average salary by contribution assumption: employee only about $185,620 at 4% or $123,747 at 6%; with 50% employer match about $123,747 at 4% or $82,498 at 6%; with 100% employer match about $92,810 at 4% or $61,873 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-10$1,008,764$74,248$7,425iApproximate average salary by contribution assumption: employee only about $185,620 at 4% or $123,747 at 6%; with 50% employer match about $123,747 at 4% or $82,498 at 6%; with 100% employer match about $92,810 at 4% or $61,873 at 6%.
200819$0$0-
William Stephens, D.D.S. Profit Sharing Plan-9---
200719$0$0-
William Stephens, D.D.S. Profit Sharing Plan-9---
200616$617,816$24,389$4,065iApproximate average salary by contribution assumption: employee only about $101,621 at 4% or $67,747 at 6%; with 50% employer match about $67,747 at 4% or $45,165 at 6%; with 100% employer match about $50,810 at 4% or $33,874 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-6$617,816$24,389$4,065iApproximate average salary by contribution assumption: employee only about $101,621 at 4% or $67,747 at 6%; with 50% employer match about $67,747 at 4% or $45,165 at 6%; with 100% employer match about $50,810 at 4% or $33,874 at 6%.
200514$554,466$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-4$554,466$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200415$422,283$25,003$5,001iApproximate average salary by contribution assumption: employee only about $125,015 at 4% or $83,343 at 6%; with 50% employer match about $83,343 at 4% or $55,562 at 6%; with 100% employer match about $62,508 at 4% or $41,672 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-5$422,283$25,003$5,001iApproximate average salary by contribution assumption: employee only about $125,015 at 4% or $83,343 at 6%; with 50% employer match about $83,343 at 4% or $55,562 at 6%; with 100% employer match about $62,508 at 4% or $41,672 at 6%.
200314$352,999$0-
William Stephens, D.D.S. Profit Sharing Plan-4$352,999--
200212$416,321$19,310$9,655iApproximate average salary by contribution assumption: employee only about $241,375 at 4% or $160,917 at 6%; with 50% employer match about $160,917 at 4% or $107,278 at 6%; with 100% employer match about $120,688 at 4% or $80,458 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-2$416,321$19,310$9,655iApproximate average salary by contribution assumption: employee only about $241,375 at 4% or $160,917 at 6%; with 50% employer match about $160,917 at 4% or $107,278 at 6%; with 100% employer match about $120,688 at 4% or $80,458 at 6%.
200118$372,481$47,368$5,921iApproximate average salary by contribution assumption: employee only about $148,025 at 4% or $98,683 at 6%; with 50% employer match about $98,683 at 4% or $65,789 at 6%; with 100% employer match about $74,013 at 4% or $49,342 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-8$372,481$47,368$5,921iApproximate average salary by contribution assumption: employee only about $148,025 at 4% or $98,683 at 6%; with 50% employer match about $98,683 at 4% or $65,789 at 6%; with 100% employer match about $74,013 at 4% or $49,342 at 6%.
200017$0$0-
William Stephens, D.D.S. Profit Sharing Plan-7---
199916$307,863$37,457$6,243iApproximate average salary by contribution assumption: employee only about $156,071 at 4% or $104,047 at 6%; with 50% employer match about $104,047 at 4% or $69,365 at 6%; with 100% employer match about $78,035 at 4% or $52,024 at 6%.
William Stephens, D.D.S. Profit Sharing Plan-6$307,863$37,457$6,243iApproximate average salary by contribution assumption: employee only about $156,071 at 4% or $104,047 at 6%; with 50% employer match about $104,047 at 4% or $69,365 at 6%; with 100% employer match about $78,035 at 4% or $52,024 at 6%.