Civic Intelligence

Mark F. Harper, MD, Pl

Plan context: MARK F. HARPER, MD PL CASH BALANCE PLAN

EIN 26-3519223 • Sarasota, FL • 16 filings • 2 plans

1300 Thicker LaneSarasota, FL 34240
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$545,767

2025 Contributions

$185,219

Historical Graphs

Total Assets Over Time

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

$1,838,423$919,212$0201420202025YearValue
$545,767Latest year 2025

Participants Over Time

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

320201420202025YearValue
2Latest 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
202512$545,767$0-
MARK F. HARPER, MD PL CASH BALANCE PLAN-2$545,767--
202422$1,838,423$185,219$92,610iApproximate average salary by contribution assumption: employee only about $2,315,238 at 4% or $1,543,492 at 6%; with 50% employer match about $1,543,492 at 4% or $1,028,994 at 6%; with 100% employer match about $1,157,619 at 4% or $771,746 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-2$1,308,558$51,200$25,600iApproximate average salary by contribution assumption: employee only about $640,000 at 4% or $426,667 at 6%; with 50% employer match about $426,667 at 4% or $284,444 at 6%; with 100% employer match about $320,000 at 4% or $213,333 at 6%.
MARK F. HARPER, MD PL CASH BALANCE PLAN-2$529,865$134,019$67,010iApproximate average salary by contribution assumption: employee only about $1,675,238 at 4% or $1,116,825 at 6%; with 50% employer match about $1,116,825 at 4% or $744,550 at 6%; with 100% employer match about $837,619 at 4% or $558,413 at 6%.
202322$1,431,425$171,895$85,948iApproximate average salary by contribution assumption: employee only about $2,148,688 at 4% or $1,432,458 at 6%; with 50% employer match about $1,432,458 at 4% or $954,972 at 6%; with 100% employer match about $1,074,344 at 4% or $716,229 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-2$1,049,808$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
MARK F. HARPER, MD PL CASH BALANCE PLAN-2$381,617$123,895$61,948iApproximate average salary by contribution assumption: employee only about $1,548,688 at 4% or $1,032,458 at 6%; with 50% employer match about $1,032,458 at 4% or $688,306 at 6%; with 100% employer match about $774,344 at 4% or $516,229 at 6%.
202223$1,105,215$187,000$62,333iApproximate average salary by contribution assumption: employee only about $1,558,333 at 4% or $1,038,889 at 6%; with 50% employer match about $1,038,889 at 4% or $692,593 at 6%; with 100% employer match about $779,167 at 4% or $519,444 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$855,140$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
MARK F. HARPER, MD PL CASH BALANCE PLAN-2$250,075$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
202123$1,148,250$126,797$42,266iApproximate average salary by contribution assumption: employee only about $1,056,642 at 4% or $704,428 at 6%; with 50% employer match about $704,428 at 4% or $469,619 at 6%; with 100% employer match about $528,321 at 4% or $352,214 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$1,059,014$37,561$12,520iApproximate average salary by contribution assumption: employee only about $313,008 at 4% or $208,672 at 6%; with 50% employer match about $208,672 at 4% or $139,115 at 6%; with 100% employer match about $156,504 at 4% or $104,336 at 6%.
MARK F. HARPER, MD PL CASH BALANCE PLAN-2$89,236$89,236$44,618iApproximate average salary by contribution assumption: employee only about $1,115,450 at 4% or $743,633 at 6%; with 50% employer match about $743,633 at 4% or $495,756 at 6%; with 100% employer match about $557,725 at 4% or $371,817 at 6%.
202013$908,788$67,417$22,472iApproximate average salary by contribution assumption: employee only about $561,808 at 4% or $374,539 at 6%; with 50% employer match about $374,539 at 4% or $249,693 at 6%; with 100% employer match about $280,904 at 4% or $187,269 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$908,788$67,417$22,472iApproximate average salary by contribution assumption: employee only about $561,808 at 4% or $374,539 at 6%; with 50% employer match about $374,539 at 4% or $249,693 at 6%; with 100% employer match about $280,904 at 4% or $187,269 at 6%.
201913$696,790$66,225$22,075iApproximate average salary by contribution assumption: employee only about $551,875 at 4% or $367,917 at 6%; with 50% employer match about $367,917 at 4% or $245,278 at 6%; with 100% employer match about $275,938 at 4% or $183,958 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$696,790$66,225$22,075iApproximate average salary by contribution assumption: employee only about $551,875 at 4% or $367,917 at 6%; with 50% employer match about $367,917 at 4% or $245,278 at 6%; with 100% employer match about $275,938 at 4% or $183,958 at 6%.
201813$513,386$64,936$21,645iApproximate average salary by contribution assumption: employee only about $541,133 at 4% or $360,756 at 6%; with 50% employer match about $360,756 at 4% or $240,504 at 6%; with 100% employer match about $270,567 at 4% or $180,378 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$513,386$64,936$21,645iApproximate average salary by contribution assumption: employee only about $541,133 at 4% or $360,756 at 6%; with 50% employer match about $360,756 at 4% or $240,504 at 6%; with 100% employer match about $270,567 at 4% or $180,378 at 6%.
201713$470,177$63,795$21,265iApproximate average salary by contribution assumption: employee only about $531,625 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,208 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$470,177$63,795$21,265iApproximate average salary by contribution assumption: employee only about $531,625 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,208 at 6%.
201613$361,207$62,864$20,955iApproximate average salary by contribution assumption: employee only about $523,867 at 4% or $349,244 at 6%; with 50% employer match about $349,244 at 4% or $232,830 at 6%; with 100% employer match about $261,933 at 4% or $174,622 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$361,207$62,864$20,955iApproximate average salary by contribution assumption: employee only about $523,867 at 4% or $349,244 at 6%; with 50% employer match about $349,244 at 4% or $232,830 at 6%; with 100% employer match about $261,933 at 4% or $174,622 at 6%.
201513$291,788$62,485$20,828iApproximate average salary by contribution assumption: employee only about $520,708 at 4% or $347,139 at 6%; with 50% employer match about $347,139 at 4% or $231,426 at 6%; with 100% employer match about $260,354 at 4% or $173,569 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$291,788$62,485$20,828iApproximate average salary by contribution assumption: employee only about $520,708 at 4% or $347,139 at 6%; with 50% employer match about $347,139 at 4% or $231,426 at 6%; with 100% employer match about $260,354 at 4% or $173,569 at 6%.
201413$228,215$58,850$19,617iApproximate average salary by contribution assumption: employee only about $490,417 at 4% or $326,944 at 6%; with 50% employer match about $326,944 at 4% or $217,963 at 6%; with 100% employer match about $245,208 at 4% or $163,472 at 6%.
Mark F. Harper, MD, Pl 401(K) Plan-3$228,215$58,850$19,617iApproximate average salary by contribution assumption: employee only about $490,417 at 4% or $326,944 at 6%; with 50% employer match about $326,944 at 4% or $217,963 at 6%; with 100% employer match about $245,208 at 4% or $163,472 at 6%.