Civic Intelligence

W. Frederick Stephens, Dds Inc.

Plan context: W. Frederick Stephens, Dds Inc. Profit Sharing Plan

EIN 95-4349544 • Sherman Oaks, CA • 32 filings • 5 plans

P.O. Box 5955Sherman Oaks, CA 91413-5955
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$2,565,368

2019 Contributions

$37,500

Historical Graphs

Total Assets Over Time

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

$2,783,439$1,391,720$0200320122019YearValue
$2,565,368Latest year 2019

Participants Over Time

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

1050200020102019YearValue
1Latest year 2019

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
201911$2,565,368$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-1$2,565,368$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201811$2,208,869$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-1$2,208,869$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201711$2,783,439$92,000$92,000iApproximate average salary by contribution assumption: employee only about $2,300,000 at 4% or $1,533,333 at 6%; with 50% employer match about $1,533,333 at 4% or $1,022,222 at 6%; with 100% employer match about $1,150,000 at 4% or $766,667 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-1$2,783,439$92,000$92,000iApproximate average salary by contribution assumption: employee only about $2,300,000 at 4% or $1,533,333 at 6%; with 50% employer match about $1,533,333 at 4% or $1,022,222 at 6%; with 100% employer match about $1,150,000 at 4% or $766,667 at 6%.
201616$2,299,669$73,000$12,167iApproximate average salary by contribution assumption: employee only about $304,167 at 4% or $202,778 at 6%; with 50% employer match about $202,778 at 4% or $135,185 at 6%; with 100% employer match about $152,083 at 4% or $101,389 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-6$2,299,669$73,000$12,167iApproximate average salary by contribution assumption: employee only about $304,167 at 4% or $202,778 at 6%; with 50% employer match about $202,778 at 4% or $135,185 at 6%; with 100% employer match about $152,083 at 4% or $101,389 at 6%.
201517$2,111,120$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-7$2,111,120$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
2014310$2,133,212$81,009$8,101iApproximate average salary by contribution assumption: employee only about $202,523 at 4% or $135,015 at 6%; with 50% employer match about $135,015 at 4% or $90,010 at 6%; with 100% employer match about $101,261 at 4% or $67,508 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-10$2,102,756$81,009$8,101iApproximate average salary by contribution assumption: employee only about $202,523 at 4% or $135,015 at 6%; with 50% employer match about $135,015 at 4% or $90,010 at 6%; with 100% employer match about $101,261 at 4% or $67,508 at 6%.
W. FREDERICK STEPHENS, D.D.S., INC. DEFINED BENEFIT PLAN-4$30,456$0-
W. FREDERICK STEPHENS, DDS, INC. DEFINED BENEFIT PLAN-0$0$0-
201329$2,042,134$80,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
W. FREDERICK STEPHENS, D.D.S., INC. DEFINED BENEFIT PLAN-8$1,132,984$80,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-9$909,150--
201227$1,693,344$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
W. FREDERICK STEPHENS, D.D.S., INC. DEFINED BENEFIT PLAN-7$908,737$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-7$784,607--
201128$1,684,575$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
W. FREDERICK STEPHENS, D.D.S., INC. DEFINED BENEFIT PLAN-8$870,208$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-8$814,367--
201027$1,678,768$126,850$18,121iApproximate average salary by contribution assumption: employee only about $453,036 at 4% or $302,024 at 6%; with 50% employer match about $302,024 at 4% or $201,349 at 6%; with 100% employer match about $226,518 at 4% or $151,012 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-6$871,848--
W. FREDERICK STEPHENS, D.D.S., INC. DEFINED BENEFIT PLAN-7$806,920$126,850$18,121iApproximate average salary by contribution assumption: employee only about $453,036 at 4% or $302,024 at 6%; with 50% employer match about $302,024 at 4% or $201,349 at 6%; with 100% employer match about $226,518 at 4% or $151,012 at 6%.
200927$1,437,952$151,965$21,709iApproximate average salary by contribution assumption: employee only about $542,732 at 4% or $361,821 at 6%; with 50% employer match about $361,821 at 4% or $241,214 at 6%; with 100% employer match about $271,366 at 4% or $180,911 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-7$813,152--
W. FREDERICK STEPHENS, DDS, INC. DEFINED BENEFIT PLAN-6$624,800$151,965$25,328iApproximate average salary by contribution assumption: employee only about $633,188 at 4% or $422,125 at 6%; with 50% employer match about $422,125 at 4% or $281,417 at 6%; with 100% employer match about $316,594 at 4% or $211,063 at 6%.
200828$1,050,689$50,620$6,328iApproximate average salary by contribution assumption: employee only about $158,188 at 4% or $105,458 at 6%; with 50% employer match about $105,458 at 4% or $70,306 at 6%; with 100% employer match about $79,094 at 4% or $52,729 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-6$664,369--
W. FREDERICK STEPHENS, DDS, INC. DEFINED BENEFIT PLAN-8$386,320$50,620$6,328iApproximate average salary by contribution assumption: employee only about $158,188 at 4% or $105,458 at 6%; with 50% employer match about $105,458 at 4% or $70,306 at 6%; with 100% employer match about $79,094 at 4% or $52,729 at 6%.
200729$0$0-
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-9---
W. FREDERICK STEPHENS, DDS, INC. DEFINED BENEFIT PLAN-8---
200629$1,058,839$97,526$10,836iApproximate average salary by contribution assumption: employee only about $270,906 at 4% or $180,604 at 6%; with 50% employer match about $180,604 at 4% or $120,402 at 6%; with 100% employer match about $135,453 at 4% or $90,302 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-9$761,961--
W. FREDERICK STEPHENS, DDS, INC. DEFINED BENEFIT PLAN-8$296,878$97,526$12,191iApproximate average salary by contribution assumption: employee only about $304,769 at 4% or $203,179 at 6%; with 50% employer match about $203,179 at 4% or $135,453 at 6%; with 100% employer match about $152,384 at 4% or $101,590 at 6%.
200528$885,725$87,502$10,938iApproximate average salary by contribution assumption: employee only about $273,444 at 4% or $182,296 at 6%; with 50% employer match about $182,296 at 4% or $121,531 at 6%; with 100% employer match about $136,722 at 4% or $91,148 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-8$703,851--
W. FREDERICK STEPHENS, DDS, INC. DEFINED BENEFIT PLAN-7$181,874$87,502$12,500iApproximate average salary by contribution assumption: employee only about $312,507 at 4% or $208,338 at 6%; with 50% employer match about $208,338 at 4% or $138,892 at 6%; with 100% employer match about $156,254 at 4% or $104,169 at 6%.
200428$772,063$89,130$11,141iApproximate average salary by contribution assumption: employee only about $278,531 at 4% or $185,688 at 6%; with 50% employer match about $185,688 at 4% or $123,792 at 6%; with 100% employer match about $139,266 at 4% or $92,844 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-6$682,933--
W. FREDERICK STEPHENS, DDS, INC. DEFINED BENEFIT PLAN-8$89,130$89,130$11,141iApproximate average salary by contribution assumption: employee only about $278,531 at 4% or $185,688 at 6%; with 50% employer match about $185,688 at 4% or $123,792 at 6%; with 100% employer match about $139,266 at 4% or $92,844 at 6%.
200316$613,815$56,138$9,356iApproximate average salary by contribution assumption: employee only about $233,908 at 4% or $155,939 at 6%; with 50% employer match about $155,939 at 4% or $103,959 at 6%; with 100% employer match about $116,954 at 4% or $77,969 at 6%.
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-6$613,815$56,138$9,356iApproximate average salary by contribution assumption: employee only about $233,908 at 4% or $155,939 at 6%; with 50% employer match about $155,939 at 4% or $103,959 at 6%; with 100% employer match about $116,954 at 4% or $77,969 at 6%.
200213$0$0-
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-3---
200114$0$0-
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-4---
200013$0$0-
W. Frederick Stephens, Dds Inc. Profit Sharing Plan-3---