Marion Senior Services Inc.
Plan context: Marion Senior Services 403(B) Retirement Plan
EIN 23-7362750 • Ocala, FL • 35 filings • 13 plans
Current Snapshot
Latest Year
2025
2025 Participants
86
2025 Assets
$1,482,703
2025 Contributions
$221,441
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 86 | $1,482,703 | $221,441 | $2,575iApproximate average salary by contribution assumption: employee only about $64,372 at 4% or $42,915 at 6%; with 50% employer match about $42,915 at 4% or $28,610 at 6%; with 100% employer match about $32,186 at 4% or $21,457 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 86 | $1,482,703 | $221,441 | $2,575iApproximate average salary by contribution assumption: employee only about $64,372 at 4% or $42,915 at 6%; with 50% employer match about $42,915 at 4% or $28,610 at 6%; with 100% employer match about $32,186 at 4% or $21,457 at 6%. |
| 2024 | 1 | 81 | $1,268,302 | $176,565 | $2,180iApproximate average salary by contribution assumption: employee only about $54,495 at 4% or $36,330 at 6%; with 50% employer match about $36,330 at 4% or $24,220 at 6%; with 100% employer match about $27,248 at 4% or $18,165 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 81 | $1,268,302 | $176,565 | $2,180iApproximate average salary by contribution assumption: employee only about $54,495 at 4% or $36,330 at 6%; with 50% employer match about $36,330 at 4% or $24,220 at 6%; with 100% employer match about $27,248 at 4% or $18,165 at 6%. |
| 2023 | 1 | 87 | $1,219,603 | $173,059 | $1,989iApproximate average salary by contribution assumption: employee only about $49,730 at 4% or $33,153 at 6%; with 50% employer match about $33,153 at 4% or $22,102 at 6%; with 100% employer match about $24,865 at 4% or $16,577 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 87 | $1,219,603 | $173,059 | $1,989iApproximate average salary by contribution assumption: employee only about $49,730 at 4% or $33,153 at 6%; with 50% employer match about $33,153 at 4% or $22,102 at 6%; with 100% employer match about $24,865 at 4% or $16,577 at 6%. |
| 2022 | 1 | 88 | $1,108,477 | $174,319 | $1,981iApproximate average salary by contribution assumption: employee only about $49,522 at 4% or $33,015 at 6%; with 50% employer match about $33,015 at 4% or $22,010 at 6%; with 100% employer match about $24,761 at 4% or $16,507 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 88 | $1,108,477 | $174,319 | $1,981iApproximate average salary by contribution assumption: employee only about $49,522 at 4% or $33,015 at 6%; with 50% employer match about $33,015 at 4% or $22,010 at 6%; with 100% employer match about $24,761 at 4% or $16,507 at 6%. |
| 2021 | 1 | 86 | $1,265,859 | $198,809 | $2,312iApproximate average salary by contribution assumption: employee only about $57,793 at 4% or $38,529 at 6%; with 50% employer match about $38,529 at 4% or $25,686 at 6%; with 100% employer match about $28,897 at 4% or $19,264 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 86 | $1,265,859 | $198,809 | $2,312iApproximate average salary by contribution assumption: employee only about $57,793 at 4% or $38,529 at 6%; with 50% employer match about $38,529 at 4% or $25,686 at 6%; with 100% employer match about $28,897 at 4% or $19,264 at 6%. |
| 2020 | 1 | 93 | $1,094,789 | $177,612 | $1,910iApproximate average salary by contribution assumption: employee only about $47,745 at 4% or $31,830 at 6%; with 50% employer match about $31,830 at 4% or $21,220 at 6%; with 100% employer match about $23,873 at 4% or $15,915 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 93 | $1,094,789 | $177,612 | $1,910iApproximate average salary by contribution assumption: employee only about $47,745 at 4% or $31,830 at 6%; with 50% employer match about $31,830 at 4% or $21,220 at 6%; with 100% employer match about $23,873 at 4% or $15,915 at 6%. |
| 2019 | 1 | 88 | $1,018,439 | $175,963 | $2,000iApproximate average salary by contribution assumption: employee only about $49,989 at 4% or $33,326 at 6%; with 50% employer match about $33,326 at 4% or $22,218 at 6%; with 100% employer match about $24,995 at 4% or $16,663 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 88 | $1,018,439 | $175,963 | $2,000iApproximate average salary by contribution assumption: employee only about $49,989 at 4% or $33,326 at 6%; with 50% employer match about $33,326 at 4% or $22,218 at 6%; with 100% employer match about $24,995 at 4% or $16,663 at 6%. |
| 2018 | 1 | 96 | $872,005 | $154,893 | $1,613iApproximate average salary by contribution assumption: employee only about $40,337 at 4% or $26,891 at 6%; with 50% employer match about $26,891 at 4% or $17,927 at 6%; with 100% employer match about $20,168 at 4% or $13,446 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 96 | $872,005 | $154,893 | $1,613iApproximate average salary by contribution assumption: employee only about $40,337 at 4% or $26,891 at 6%; with 50% employer match about $26,891 at 4% or $17,927 at 6%; with 100% employer match about $20,168 at 4% or $13,446 at 6%. |
| 2017 | 1 | 93 | $1,011,693 | $143,515 | $1,543iApproximate average salary by contribution assumption: employee only about $38,579 at 4% or $25,720 at 6%; with 50% employer match about $25,720 at 4% or $17,146 at 6%; with 100% employer match about $19,290 at 4% or $12,860 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 93 | $1,011,693 | $143,515 | $1,543iApproximate average salary by contribution assumption: employee only about $38,579 at 4% or $25,720 at 6%; with 50% employer match about $25,720 at 4% or $17,146 at 6%; with 100% employer match about $19,290 at 4% or $12,860 at 6%. |
| 2016 | 1 | 88 | $919,410 | $143,064 | $1,626iApproximate average salary by contribution assumption: employee only about $40,643 at 4% or $27,095 at 6%; with 50% employer match about $27,095 at 4% or $18,064 at 6%; with 100% employer match about $20,322 at 4% or $13,548 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 88 | $919,410 | $143,064 | $1,626iApproximate average salary by contribution assumption: employee only about $40,643 at 4% or $27,095 at 6%; with 50% employer match about $27,095 at 4% or $18,064 at 6%; with 100% employer match about $20,322 at 4% or $13,548 at 6%. |
| 2015 | 1 | 74 | $996,754 | $161,754 | $2,186iApproximate average salary by contribution assumption: employee only about $54,647 at 4% or $36,431 at 6%; with 50% employer match about $36,431 at 4% or $24,287 at 6%; with 100% employer match about $27,323 at 4% or $18,216 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 74 | $996,754 | $161,754 | $2,186iApproximate average salary by contribution assumption: employee only about $54,647 at 4% or $36,431 at 6%; with 50% employer match about $36,431 at 4% or $24,287 at 6%; with 100% employer match about $27,323 at 4% or $18,216 at 6%. |
| 2014 | 1 | 79 | $1,089,188 | $195,260 | $2,472iApproximate average salary by contribution assumption: employee only about $61,791 at 4% or $41,194 at 6%; with 50% employer match about $41,194 at 4% or $27,463 at 6%; with 100% employer match about $30,896 at 4% or $20,597 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 79 | $1,089,188 | $195,260 | $2,472iApproximate average salary by contribution assumption: employee only about $61,791 at 4% or $41,194 at 6%; with 50% employer match about $41,194 at 4% or $27,463 at 6%; with 100% employer match about $30,896 at 4% or $20,597 at 6%. |
| 2013 | 1 | 91 | $1,202,766 | $179,863 | $1,977iApproximate average salary by contribution assumption: employee only about $49,413 at 4% or $32,942 at 6%; with 50% employer match about $32,942 at 4% or $21,961 at 6%; with 100% employer match about $24,706 at 4% or $16,471 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 91 | $1,202,766 | $179,863 | $1,977iApproximate average salary by contribution assumption: employee only about $49,413 at 4% or $32,942 at 6%; with 50% employer match about $32,942 at 4% or $21,961 at 6%; with 100% employer match about $24,706 at 4% or $16,471 at 6%. |
| 2012 | 1 | 99 | $1,096,126 | $156,243 | $1,578iApproximate average salary by contribution assumption: employee only about $39,455 at 4% or $26,304 at 6%; with 50% employer match about $26,304 at 4% or $17,536 at 6%; with 100% employer match about $19,728 at 4% or $13,152 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 99 | $1,096,126 | $156,243 | $1,578iApproximate average salary by contribution assumption: employee only about $39,455 at 4% or $26,304 at 6%; with 50% employer match about $26,304 at 4% or $17,536 at 6%; with 100% employer match about $19,728 at 4% or $13,152 at 6%. |
| 2011 | 1 | 104 | $994,367 | $157,824 | $1,518iApproximate average salary by contribution assumption: employee only about $37,938 at 4% or $25,292 at 6%; with 50% employer match about $25,292 at 4% or $16,862 at 6%; with 100% employer match about $18,969 at 4% or $12,646 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 104 | $994,367 | $157,824 | $1,518iApproximate average salary by contribution assumption: employee only about $37,938 at 4% or $25,292 at 6%; with 50% employer match about $25,292 at 4% or $16,862 at 6%; with 100% employer match about $18,969 at 4% or $12,646 at 6%. |
| 2010 | 1 | 98 | $898,210 | $235,870 | $2,407iApproximate average salary by contribution assumption: employee only about $60,171 at 4% or $40,114 at 6%; with 50% employer match about $40,114 at 4% or $26,743 at 6%; with 100% employer match about $30,085 at 4% or $20,057 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 98 | $898,210 | $235,870 | $2,407iApproximate average salary by contribution assumption: employee only about $60,171 at 4% or $40,114 at 6%; with 50% employer match about $40,114 at 4% or $26,743 at 6%; with 100% employer match about $30,085 at 4% or $20,057 at 6%. |
| 2009 | 1 | 94 | $675,408 | $129,460 | $1,377iApproximate average salary by contribution assumption: employee only about $34,431 at 4% or $22,954 at 6%; with 50% employer match about $22,954 at 4% or $15,303 at 6%; with 100% employer match about $17,215 at 4% or $11,477 at 6%. |
| Marion Senior Services 403(B) Retirement Plan | - | 94 | $675,408 | $129,460 | $1,377iApproximate average salary by contribution assumption: employee only about $34,431 at 4% or $22,954 at 6%; with 50% employer match about $22,954 at 4% or $15,303 at 6%; with 100% employer match about $17,215 at 4% or $11,477 at 6%. |
| 2008 | 2 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| MARION COUNTY SENIOR SERVICES 403B TSA RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| MARION COUNTY SENIOR SERVICES 403 B TSA RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 2 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| MARION COUNTY SENIOR SERVICES 403B TSA RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 2 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| MARION COUNTY SENIOR SERUICES 403B TSA RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| 2003 | 2 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| MARION COUNTY SENIOR SERVICES 403B TSA RETIREMENT PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| MARION COUNTY SENIOR SERVICES 403B TSA RETIREMENT PLAN | - | 0 | - | - | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| 403B THRIFT PLAN OF MARION COUNTY SENIOR SERVICES, INC. | - | 0 | - | - | - |
| 1999 | 2 | 0 | $0 | $0 | - |
| Marion Senior Services 403(B) Retirement Plan | - | 0 | - | - | - |
| Tax Deferred Annuity Plan of Marion County Senior Services Inc. | - | 0 | - | - | - |