Civic Intelligence

Mark Degner DBA Ameriprise Financial

Plan context: Mark Degner 401(K) Plan

EIN 20-3698219 • Medford, OR • 13 filings • 2 plans

3369 Crater Lake Hwy, Suite 101Medford, OR 97504
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,546,252

2024 Contributions

$94,996

Historical Graphs

Total Assets Over Time

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

$1,546,252$773,126$0201220182024YearValue
$1,546,252Latest year 2024

Participants Over Time

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

210201220182024YearValue
2Latest 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
202412$1,546,252$94,996$47,498iApproximate average salary by contribution assumption: employee only about $1,187,450 at 4% or $791,633 at 6%; with 50% employer match about $791,633 at 4% or $527,756 at 6%; with 100% employer match about $593,725 at 4% or $395,817 at 6%.
Mark Degner 401(K) Plan-2$1,546,252$94,996$47,498iApproximate average salary by contribution assumption: employee only about $1,187,450 at 4% or $791,633 at 6%; with 50% employer match about $791,633 at 4% or $527,756 at 6%; with 100% employer match about $593,725 at 4% or $395,817 at 6%.
202312$1,173,004$80,780$40,390iApproximate average salary by contribution assumption: employee only about $1,009,750 at 4% or $673,167 at 6%; with 50% employer match about $673,167 at 4% or $448,778 at 6%; with 100% employer match about $504,875 at 4% or $336,583 at 6%.
Mark Degner 401(K) Plan-2$1,173,004$80,780$40,390iApproximate average salary by contribution assumption: employee only about $1,009,750 at 4% or $673,167 at 6%; with 50% employer match about $673,167 at 4% or $448,778 at 6%; with 100% employer match about $504,875 at 4% or $336,583 at 6%.
202212$840,161$74,807$37,404iApproximate average salary by contribution assumption: employee only about $935,088 at 4% or $623,392 at 6%; with 50% employer match about $623,392 at 4% or $415,594 at 6%; with 100% employer match about $467,544 at 4% or $311,696 at 6%.
Mark Degner 401(K) Plan-2$840,161$74,807$37,404iApproximate average salary by contribution assumption: employee only about $935,088 at 4% or $623,392 at 6%; with 50% employer match about $623,392 at 4% or $415,594 at 6%; with 100% employer match about $467,544 at 4% or $311,696 at 6%.
202112$1,004,845$71,521$35,761iApproximate average salary by contribution assumption: employee only about $894,013 at 4% or $596,008 at 6%; with 50% employer match about $596,008 at 4% or $397,339 at 6%; with 100% employer match about $447,006 at 4% or $298,004 at 6%.
Mark Degner 401(K) Plan-2$1,004,845$71,521$35,761iApproximate average salary by contribution assumption: employee only about $894,013 at 4% or $596,008 at 6%; with 50% employer match about $596,008 at 4% or $397,339 at 6%; with 100% employer match about $447,006 at 4% or $298,004 at 6%.
202012$822,867$72,250$36,125iApproximate average salary by contribution assumption: employee only about $903,125 at 4% or $602,083 at 6%; with 50% employer match about $602,083 at 4% or $401,389 at 6%; with 100% employer match about $451,563 at 4% or $301,042 at 6%.
Mark Degner 401(K) Plan-2$822,867$72,250$36,125iApproximate average salary by contribution assumption: employee only about $903,125 at 4% or $602,083 at 6%; with 50% employer match about $602,083 at 4% or $401,389 at 6%; with 100% employer match about $451,563 at 4% or $301,042 at 6%.
201912$671,693$70,788$35,394iApproximate average salary by contribution assumption: employee only about $884,850 at 4% or $589,900 at 6%; with 50% employer match about $589,900 at 4% or $393,267 at 6%; with 100% employer match about $442,425 at 4% or $294,950 at 6%.
Mark Degner 401(K) Plan-2$671,693$70,788$35,394iApproximate average salary by contribution assumption: employee only about $884,850 at 4% or $589,900 at 6%; with 50% employer match about $589,900 at 4% or $393,267 at 6%; with 100% employer match about $442,425 at 4% or $294,950 at 6%.
201812$501,148$70,251$35,126iApproximate average salary by contribution assumption: employee only about $878,138 at 4% or $585,425 at 6%; with 50% employer match about $585,425 at 4% or $390,283 at 6%; with 100% employer match about $439,069 at 4% or $292,713 at 6%.
Mark Degner 401(K) Plan-2$501,148$70,251$35,126iApproximate average salary by contribution assumption: employee only about $878,138 at 4% or $585,425 at 6%; with 50% employer match about $585,425 at 4% or $390,283 at 6%; with 100% employer match about $439,069 at 4% or $292,713 at 6%.
201712$456,650$67,249$33,625iApproximate average salary by contribution assumption: employee only about $840,613 at 4% or $560,408 at 6%; with 50% employer match about $560,408 at 4% or $373,606 at 6%; with 100% employer match about $420,306 at 4% or $280,204 at 6%.
Mark Degner 401(K) Plan-2$456,650$67,249$33,625iApproximate average salary by contribution assumption: employee only about $840,613 at 4% or $560,408 at 6%; with 50% employer match about $560,408 at 4% or $373,606 at 6%; with 100% employer match about $420,306 at 4% or $280,204 at 6%.
201612$365,510$67,670$33,835iApproximate average salary by contribution assumption: employee only about $845,875 at 4% or $563,917 at 6%; with 50% employer match about $563,917 at 4% or $375,944 at 6%; with 100% employer match about $422,938 at 4% or $281,958 at 6%.
Mark Degner 401(K) Plan-2$365,510$67,670$33,835iApproximate average salary by contribution assumption: employee only about $845,875 at 4% or $563,917 at 6%; with 50% employer match about $563,917 at 4% or $375,944 at 6%; with 100% employer match about $422,938 at 4% or $281,958 at 6%.
201512$252,785$67,554$33,777iApproximate average salary by contribution assumption: employee only about $844,425 at 4% or $562,950 at 6%; with 50% employer match about $562,950 at 4% or $375,300 at 6%; with 100% employer match about $422,213 at 4% or $281,475 at 6%.
Mark Degner 401(K) Plan-2$252,785$67,554$33,777iApproximate average salary by contribution assumption: employee only about $844,425 at 4% or $562,950 at 6%; with 50% employer match about $562,950 at 4% or $375,300 at 6%; with 100% employer match about $422,213 at 4% or $281,475 at 6%.
201412$195,366$64,877$32,439iApproximate average salary by contribution assumption: employee only about $810,963 at 4% or $540,642 at 6%; with 50% employer match about $540,642 at 4% or $360,428 at 6%; with 100% employer match about $405,481 at 4% or $270,321 at 6%.
Mark Degner 401(K) Plan-2$195,366$64,877$32,439iApproximate average salary by contribution assumption: employee only about $810,963 at 4% or $540,642 at 6%; with 50% employer match about $540,642 at 4% or $360,428 at 6%; with 100% employer match about $405,481 at 4% or $270,321 at 6%.
201312$127,024$63,277$31,639iApproximate average salary by contribution assumption: employee only about $790,963 at 4% or $527,308 at 6%; with 50% employer match about $527,308 at 4% or $351,539 at 6%; with 100% employer match about $395,481 at 4% or $263,654 at 6%.
Mark Degner 401(K) Plan-2$127,024$63,277$31,639iApproximate average salary by contribution assumption: employee only about $790,963 at 4% or $527,308 at 6%; with 50% employer match about $527,308 at 4% or $351,539 at 6%; with 100% employer match about $395,481 at 4% or $263,654 at 6%.
201212$62,633$62,633$31,317iApproximate average salary by contribution assumption: employee only about $782,913 at 4% or $521,942 at 6%; with 50% employer match about $521,942 at 4% or $347,961 at 6%; with 100% employer match about $391,456 at 4% or $260,971 at 6%.
Mark Degner 401(K) Plan-2$62,633$62,633$31,317iApproximate average salary by contribution assumption: employee only about $782,913 at 4% or $521,942 at 6%; with 50% employer match about $521,942 at 4% or $347,961 at 6%; with 100% employer match about $391,456 at 4% or $260,971 at 6%.