Mark Stevens & Company Inc.
Plan context: Mark Stevens Retirement Plan
EIN 13-3795115 • 9 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
7
2007 Assets
$1,215,149
2007 Contributions
$1,451
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Mark Stevens Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 7 | $1,215,149 | $0 | - |
| Mark Stevens Retirement Plan | - | 7 | $1,215,149 | - | - |
| 2005 | 1 | 10 | $1,199,566 | $0 | - |
| Mark Stevens Retirement Plan | - | 10 | $1,199,566 | - | - |
| 2004 | 1 | 11 | $1,139,271 | $1,451 | $132iApproximate average salary by contribution assumption: employee only about $3,298 at 4% or $2,198 at 6%; with 50% employer match about $2,198 at 4% or $1,466 at 6%; with 100% employer match about $1,649 at 4% or $1,099 at 6%. |
| Mark Stevens Retirement Plan | - | 11 | $1,139,271 | $1,451 | $132iApproximate average salary by contribution assumption: employee only about $3,298 at 4% or $2,198 at 6%; with 50% employer match about $2,198 at 4% or $1,466 at 6%; with 100% employer match about $1,649 at 4% or $1,099 at 6%. |
| 2003 | 1 | 15 | $1,175,794 | $2,781 | $185iApproximate average salary by contribution assumption: employee only about $4,635 at 4% or $3,090 at 6%; with 50% employer match about $3,090 at 4% or $2,060 at 6%; with 100% employer match about $2,318 at 4% or $1,545 at 6%. |
| Mark Stevens Retirement Plan | - | 15 | $1,175,794 | $2,781 | $185iApproximate average salary by contribution assumption: employee only about $4,635 at 4% or $3,090 at 6%; with 50% employer match about $3,090 at 4% or $2,060 at 6%; with 100% employer match about $2,318 at 4% or $1,545 at 6%. |
| 2002 | 1 | 6 | $953,956 | $8,168 | $1,361iApproximate average salary by contribution assumption: employee only about $34,033 at 4% or $22,689 at 6%; with 50% employer match about $22,689 at 4% or $15,126 at 6%; with 100% employer match about $17,017 at 4% or $11,344 at 6%. |
| Mark Stevens Retirement Plan | - | 6 | $953,956 | $8,168 | $1,361iApproximate average salary by contribution assumption: employee only about $34,033 at 4% or $22,689 at 6%; with 50% employer match about $22,689 at 4% or $15,126 at 6%; with 100% employer match about $17,017 at 4% or $11,344 at 6%. |
| 2001 | 1 | 19 | $0 | $0 | - |
| Mark Stevens Retirement Plan | - | 19 | - | - | - |
| 2000 | 1 | 18 | $1,426,605 | $37,433 | $2,080iApproximate average salary by contribution assumption: employee only about $51,990 at 4% or $34,660 at 6%; with 50% employer match about $34,660 at 4% or $23,107 at 6%; with 100% employer match about $25,995 at 4% or $17,330 at 6%. |
| Mark Stevens Retirement Plan | - | 18 | $1,426,605 | $37,433 | $2,080iApproximate average salary by contribution assumption: employee only about $51,990 at 4% or $34,660 at 6%; with 50% employer match about $34,660 at 4% or $23,107 at 6%; with 100% employer match about $25,995 at 4% or $17,330 at 6%. |
| 1999 | 1 | 18 | $1,399,988 | $22,033 | $1,224iApproximate average salary by contribution assumption: employee only about $30,601 at 4% or $20,401 at 6%; with 50% employer match about $20,401 at 4% or $13,601 at 6%; with 100% employer match about $15,301 at 4% or $10,200 at 6%. |
| Mark Stevens Retirement Plan | - | 18 | $1,399,988 | $22,033 | $1,224iApproximate average salary by contribution assumption: employee only about $30,601 at 4% or $20,401 at 6%; with 50% employer match about $20,401 at 4% or $13,601 at 6%; with 100% employer match about $15,301 at 4% or $10,200 at 6%. |