Civic Intelligence

David O Steffensen MD

Plan context: David O Steffensen Selfemployment Retirement Plan

EIN 25-1499873 • 14 filings • 5 plans

Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$1,321,836

2010 Contributions

$49,000

Historical Graphs

Total Assets Over Time

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

$1,708,305$854,153$0200020052009YearValue
$1,321,836Latest year 2009

Participants Over Time

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

110200020052009YearValue
1Latest year 2009

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
201010$0$0-
David O Steffensen Selfemployment Retirement Plan-0---
200911$1,321,836$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$1,321,836$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200811$1,084,488$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$1,084,488$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200711$1,708,305$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$1,708,305$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200611$1,479,034$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%.
David O Steffensen Selfemployment Retirement Plan-1$1,479,034$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%.
200511$1,361,878$40,214$40,214iApproximate average salary by contribution assumption: employee only about $1,005,350 at 4% or $670,233 at 6%; with 50% employer match about $670,233 at 4% or $446,822 at 6%; with 100% employer match about $502,675 at 4% or $335,117 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$1,361,878$40,214$40,214iApproximate average salary by contribution assumption: employee only about $1,005,350 at 4% or $670,233 at 6%; with 50% employer match about $670,233 at 4% or $446,822 at 6%; with 100% employer match about $502,675 at 4% or $335,117 at 6%.
200411$1,193,450$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$1,193,450$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200311$973,702$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$973,702$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200221$661,256$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$661,256$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
DAVID O. STEFFENSEN MONEY PURCHASE PLAN-0---
200121$796,811$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$527,053$19,091$19,091iApproximate average salary by contribution assumption: employee only about $477,275 at 4% or $318,183 at 6%; with 50% employer match about $318,183 at 4% or $212,122 at 6%; with 100% employer match about $238,638 at 4% or $159,092 at 6%.
DAVID O. STEFFENSEN MONEY PURCHASE PLAN-1$269,758$15,909$15,909iApproximate average salary by contribution assumption: employee only about $397,725 at 4% or $265,150 at 6%; with 50% employer match about $265,150 at 4% or $176,767 at 6%; with 100% employer match about $198,863 at 4% or $132,575 at 6%.
200021$873,654$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
David O Steffensen Selfemployment Retirement Plan-1$564,661$14,545$14,545iApproximate average salary by contribution assumption: employee only about $363,625 at 4% or $242,417 at 6%; with 50% employer match about $242,417 at 4% or $161,611 at 6%; with 100% employer match about $181,813 at 4% or $121,208 at 6%.
DAVID O. STEFFENSEN MONEY PURCHASE PLAN-1$308,993$15,455$15,455iApproximate average salary by contribution assumption: employee only about $386,375 at 4% or $257,583 at 6%; with 50% employer match about $257,583 at 4% or $171,722 at 6%; with 100% employer match about $193,188 at 4% or $128,792 at 6%.