Civic Intelligence

Mark Sheptoff Financial Planning LLC

Plan context: Mark Sheptoff Financial Planning LLC Retirement Plan

EIN 06-1493649 • Glastonbury, CT • 25 filings • 4 plans

703 Hebron Avenue, 3rd FloorGlastonbury, CT 06033
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,025,723

2025 Contributions

$117,689

Historical Graphs

Total Assets Over Time

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

$2,025,723$1,012,862$0200420152025YearValue
$2,025,723Latest year 2025

Participants Over Time

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

320200420152025YearValue
3Latest year 2025

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
202513$2,025,723$117,689$39,230iApproximate average salary by contribution assumption: employee only about $980,742 at 4% or $653,828 at 6%; with 50% employer match about $653,828 at 4% or $435,885 at 6%; with 100% employer match about $490,371 at 4% or $326,914 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$2,025,723$117,689$39,230iApproximate average salary by contribution assumption: employee only about $980,742 at 4% or $653,828 at 6%; with 50% employer match about $653,828 at 4% or $435,885 at 6%; with 100% employer match about $490,371 at 4% or $326,914 at 6%.
202413$1,437,244$117,908$39,303iApproximate average salary by contribution assumption: employee only about $982,567 at 4% or $655,044 at 6%; with 50% employer match about $655,044 at 4% or $436,696 at 6%; with 100% employer match about $491,283 at 4% or $327,522 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$1,437,244$117,908$39,303iApproximate average salary by contribution assumption: employee only about $982,567 at 4% or $655,044 at 6%; with 50% employer match about $655,044 at 4% or $436,696 at 6%; with 100% employer match about $491,283 at 4% or $327,522 at 6%.
202313$1,185,635$112,329$37,443iApproximate average salary by contribution assumption: employee only about $936,075 at 4% or $624,050 at 6%; with 50% employer match about $624,050 at 4% or $416,033 at 6%; with 100% employer match about $468,038 at 4% or $312,025 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$1,185,635$112,329$37,443iApproximate average salary by contribution assumption: employee only about $936,075 at 4% or $624,050 at 6%; with 50% employer match about $624,050 at 4% or $416,033 at 6%; with 100% employer match about $468,038 at 4% or $312,025 at 6%.
202213$1,020,672$98,466$32,822iApproximate average salary by contribution assumption: employee only about $820,550 at 4% or $547,033 at 6%; with 50% employer match about $547,033 at 4% or $364,689 at 6%; with 100% employer match about $410,275 at 4% or $273,517 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$1,020,672$98,466$32,822iApproximate average salary by contribution assumption: employee only about $820,550 at 4% or $547,033 at 6%; with 50% employer match about $547,033 at 4% or $364,689 at 6%; with 100% employer match about $410,275 at 4% or $273,517 at 6%.
202113$1,154,885$94,313$31,438iApproximate average salary by contribution assumption: employee only about $785,942 at 4% or $523,961 at 6%; with 50% employer match about $523,961 at 4% or $349,307 at 6%; with 100% employer match about $392,971 at 4% or $261,981 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$1,154,885$94,313$31,438iApproximate average salary by contribution assumption: employee only about $785,942 at 4% or $523,961 at 6%; with 50% employer match about $523,961 at 4% or $349,307 at 6%; with 100% employer match about $392,971 at 4% or $261,981 at 6%.
202013$913,542$93,357$31,119iApproximate average salary by contribution assumption: employee only about $777,975 at 4% or $518,650 at 6%; with 50% employer match about $518,650 at 4% or $345,767 at 6%; with 100% employer match about $388,988 at 4% or $259,325 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$913,542$93,357$31,119iApproximate average salary by contribution assumption: employee only about $777,975 at 4% or $518,650 at 6%; with 50% employer match about $518,650 at 4% or $345,767 at 6%; with 100% employer match about $388,988 at 4% or $259,325 at 6%.
201913$763,668$89,244$29,748iApproximate average salary by contribution assumption: employee only about $743,700 at 4% or $495,800 at 6%; with 50% employer match about $495,800 at 4% or $330,533 at 6%; with 100% employer match about $371,850 at 4% or $247,900 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$763,668$89,244$29,748iApproximate average salary by contribution assumption: employee only about $743,700 at 4% or $495,800 at 6%; with 50% employer match about $495,800 at 4% or $330,533 at 6%; with 100% employer match about $371,850 at 4% or $247,900 at 6%.
201813$627,465$87,387$29,129iApproximate average salary by contribution assumption: employee only about $728,225 at 4% or $485,483 at 6%; with 50% employer match about $485,483 at 4% or $323,656 at 6%; with 100% employer match about $364,113 at 4% or $242,742 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$627,465$87,387$29,129iApproximate average salary by contribution assumption: employee only about $728,225 at 4% or $485,483 at 6%; with 50% employer match about $485,483 at 4% or $323,656 at 6%; with 100% employer match about $364,113 at 4% or $242,742 at 6%.
201713$626,121$85,966$28,655iApproximate average salary by contribution assumption: employee only about $716,383 at 4% or $477,589 at 6%; with 50% employer match about $477,589 at 4% or $318,393 at 6%; with 100% employer match about $358,192 at 4% or $238,794 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$626,121$85,966$28,655iApproximate average salary by contribution assumption: employee only about $716,383 at 4% or $477,589 at 6%; with 50% employer match about $477,589 at 4% or $318,393 at 6%; with 100% employer match about $358,192 at 4% or $238,794 at 6%.
201613$514,616$68,326$22,775iApproximate average salary by contribution assumption: employee only about $569,383 at 4% or $379,589 at 6%; with 50% employer match about $379,589 at 4% or $253,059 at 6%; with 100% employer match about $284,692 at 4% or $189,794 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$514,616$68,326$22,775iApproximate average salary by contribution assumption: employee only about $569,383 at 4% or $379,589 at 6%; with 50% employer match about $379,589 at 4% or $253,059 at 6%; with 100% employer match about $284,692 at 4% or $189,794 at 6%.
201513$435,804$67,695$22,565iApproximate average salary by contribution assumption: employee only about $564,125 at 4% or $376,083 at 6%; with 50% employer match about $376,083 at 4% or $250,722 at 6%; with 100% employer match about $282,063 at 4% or $188,042 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-3$435,804$67,695$22,565iApproximate average salary by contribution assumption: employee only about $564,125 at 4% or $376,083 at 6%; with 50% employer match about $376,083 at 4% or $250,722 at 6%; with 100% employer match about $282,063 at 4% or $188,042 at 6%.
201412$486,092$59,331$29,666iApproximate average salary by contribution assumption: employee only about $741,638 at 4% or $494,425 at 6%; with 50% employer match about $494,425 at 4% or $329,617 at 6%; with 100% employer match about $370,819 at 4% or $247,213 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-2$486,092$59,331$29,666iApproximate average salary by contribution assumption: employee only about $741,638 at 4% or $494,425 at 6%; with 50% employer match about $494,425 at 4% or $329,617 at 6%; with 100% employer match about $370,819 at 4% or $247,213 at 6%.
201311$417,347$53,776$53,776iApproximate average salary by contribution assumption: employee only about $1,344,400 at 4% or $896,267 at 6%; with 50% employer match about $896,267 at 4% or $597,511 at 6%; with 100% employer match about $672,200 at 4% or $448,133 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-1$417,347$53,776$53,776iApproximate average salary by contribution assumption: employee only about $1,344,400 at 4% or $896,267 at 6%; with 50% employer match about $896,267 at 4% or $597,511 at 6%; with 100% employer match about $672,200 at 4% or $448,133 at 6%.
201212$308,887$63,944$31,972iApproximate average salary by contribution assumption: employee only about $799,300 at 4% or $532,867 at 6%; with 50% employer match about $532,867 at 4% or $355,244 at 6%; with 100% employer match about $399,650 at 4% or $266,433 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-2$308,887$63,944$31,972iApproximate average salary by contribution assumption: employee only about $799,300 at 4% or $532,867 at 6%; with 50% employer match about $532,867 at 4% or $355,244 at 6%; with 100% employer match about $399,650 at 4% or $266,433 at 6%.
201112$241,910$66,625$33,313iApproximate average salary by contribution assumption: employee only about $832,813 at 4% or $555,208 at 6%; with 50% employer match about $555,208 at 4% or $370,139 at 6%; with 100% employer match about $416,406 at 4% or $277,604 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-2$241,910$66,625$33,313iApproximate average salary by contribution assumption: employee only about $832,813 at 4% or $555,208 at 6%; with 50% employer match about $555,208 at 4% or $370,139 at 6%; with 100% employer match about $416,406 at 4% or $277,604 at 6%.
201012$179,925$62,057$31,029iApproximate average salary by contribution assumption: employee only about $775,713 at 4% or $517,142 at 6%; with 50% employer match about $517,142 at 4% or $344,761 at 6%; with 100% employer match about $387,856 at 4% or $258,571 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-2$179,925$62,057$31,029iApproximate average salary by contribution assumption: employee only about $775,713 at 4% or $517,142 at 6%; with 50% employer match about $517,142 at 4% or $344,761 at 6%; with 100% employer match about $387,856 at 4% or $258,571 at 6%.
200912$117,999$60,104$30,052iApproximate average salary by contribution assumption: employee only about $751,300 at 4% or $500,867 at 6%; with 50% employer match about $500,867 at 4% or $333,911 at 6%; with 100% employer match about $375,650 at 4% or $250,433 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-2$117,999$60,104$30,052iApproximate average salary by contribution assumption: employee only about $751,300 at 4% or $500,867 at 6%; with 50% employer match about $500,867 at 4% or $333,911 at 6%; with 100% employer match about $375,650 at 4% or $250,433 at 6%.
200812$43,971$43,957$21,979iApproximate average salary by contribution assumption: employee only about $549,463 at 4% or $366,308 at 6%; with 50% employer match about $366,308 at 4% or $244,206 at 6%; with 100% employer match about $274,731 at 4% or $183,154 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-2$43,971$43,957$21,979iApproximate average salary by contribution assumption: employee only about $549,463 at 4% or $366,308 at 6%; with 50% employer match about $366,308 at 4% or $244,206 at 6%; with 100% employer match about $274,731 at 4% or $183,154 at 6%.
200721$291,495$0-
Mark Sheptoff Financial Planning LLC Retirement Plan-1$291,495--
MONEY PURCHASE PENSION PLAN FBO MARK SHEPTOFF-0---
200621$313,804$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-1$264,594$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
MONEY PURCHASE PENSION PLAN FBO MARK SHEPTOFF-1$49,210--
200521$215,473$41,800$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-1$172,317$41,800$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
MONEY PURCHASE PENSION PLAN FBO MARK SHEPTOFF-1$43,156--
200411$125,185$32,524$32,524iApproximate average salary by contribution assumption: employee only about $813,100 at 4% or $542,067 at 6%; with 50% employer match about $542,067 at 4% or $361,378 at 6%; with 100% employer match about $406,550 at 4% or $271,033 at 6%.
Mark Sheptoff Financial Planning LLC Retirement Plan-1$125,185$32,524$32,524iApproximate average salary by contribution assumption: employee only about $813,100 at 4% or $542,067 at 6%; with 50% employer match about $542,067 at 4% or $361,378 at 6%; with 100% employer match about $406,550 at 4% or $271,033 at 6%.