Civic Intelligence

Mark a. Stephens, CPA, P.A.

Plan context: Mark a. Stephens, CPA. 401(K) Retirement Plan

EIN 27-0454444 • Gastonia, NC • 10 filings • 2 plans

1536-a Union RoadGastonia, NC 28054
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$583,242

2025 Contributions

$64,028

Historical Graphs

Total Assets Over Time

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

$583,242$291,621$0201620212025YearValue
$583,242Latest year 2025

Participants Over Time

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

530201620212025YearValue
5Latest 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
202515$583,242$64,028$12,806iApproximate average salary by contribution assumption: employee only about $320,140 at 4% or $213,427 at 6%; with 50% employer match about $213,427 at 4% or $142,284 at 6%; with 100% employer match about $160,070 at 4% or $106,713 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-5$583,242$64,028$12,806iApproximate average salary by contribution assumption: employee only about $320,140 at 4% or $213,427 at 6%; with 50% employer match about $213,427 at 4% or $142,284 at 6%; with 100% employer match about $160,070 at 4% or $106,713 at 6%.
202415$442,010$60,923$12,185iApproximate average salary by contribution assumption: employee only about $304,615 at 4% or $203,077 at 6%; with 50% employer match about $203,077 at 4% or $135,384 at 6%; with 100% employer match about $152,308 at 4% or $101,538 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-5$442,010$60,923$12,185iApproximate average salary by contribution assumption: employee only about $304,615 at 4% or $203,077 at 6%; with 50% employer match about $203,077 at 4% or $135,384 at 6%; with 100% employer match about $152,308 at 4% or $101,538 at 6%.
202314$342,477$56,981$14,245iApproximate average salary by contribution assumption: employee only about $356,131 at 4% or $237,421 at 6%; with 50% employer match about $237,421 at 4% or $158,281 at 6%; with 100% employer match about $178,066 at 4% or $118,710 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-4$342,477$56,981$14,245iApproximate average salary by contribution assumption: employee only about $356,131 at 4% or $237,421 at 6%; with 50% employer match about $237,421 at 4% or $158,281 at 6%; with 100% employer match about $178,066 at 4% or $118,710 at 6%.
202214$246,842$54,290$13,573iApproximate average salary by contribution assumption: employee only about $339,313 at 4% or $226,208 at 6%; with 50% employer match about $226,208 at 4% or $150,806 at 6%; with 100% employer match about $169,656 at 4% or $113,104 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-4$246,842$54,290$13,573iApproximate average salary by contribution assumption: employee only about $339,313 at 4% or $226,208 at 6%; with 50% employer match about $226,208 at 4% or $150,806 at 6%; with 100% employer match about $169,656 at 4% or $113,104 at 6%.
202113$238,096$33,101$11,034iApproximate average salary by contribution assumption: employee only about $275,842 at 4% or $183,894 at 6%; with 50% employer match about $183,894 at 4% or $122,596 at 6%; with 100% employer match about $137,921 at 4% or $91,947 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-3$238,096$33,101$11,034iApproximate average salary by contribution assumption: employee only about $275,842 at 4% or $183,894 at 6%; with 50% employer match about $183,894 at 4% or $122,596 at 6%; with 100% employer match about $137,921 at 4% or $91,947 at 6%.
202013$177,985$32,319$10,773iApproximate average salary by contribution assumption: employee only about $269,325 at 4% or $179,550 at 6%; with 50% employer match about $179,550 at 4% or $119,700 at 6%; with 100% employer match about $134,663 at 4% or $89,775 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-3$177,985$32,319$10,773iApproximate average salary by contribution assumption: employee only about $269,325 at 4% or $179,550 at 6%; with 50% employer match about $179,550 at 4% or $119,700 at 6%; with 100% employer match about $134,663 at 4% or $89,775 at 6%.
201913$125,544$32,819$10,940iApproximate average salary by contribution assumption: employee only about $273,492 at 4% or $182,328 at 6%; with 50% employer match about $182,328 at 4% or $121,552 at 6%; with 100% employer match about $136,746 at 4% or $91,164 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-3$125,544$32,819$10,940iApproximate average salary by contribution assumption: employee only about $273,492 at 4% or $182,328 at 6%; with 50% employer match about $182,328 at 4% or $121,552 at 6%; with 100% employer match about $136,746 at 4% or $91,164 at 6%.
201814$80,921$33,765$8,441iApproximate average salary by contribution assumption: employee only about $211,031 at 4% or $140,688 at 6%; with 50% employer match about $140,688 at 4% or $93,792 at 6%; with 100% employer match about $105,516 at 4% or $70,344 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-4$80,921$33,765$8,441iApproximate average salary by contribution assumption: employee only about $211,031 at 4% or $140,688 at 6%; with 50% employer match about $140,688 at 4% or $93,792 at 6%; with 100% employer match about $105,516 at 4% or $70,344 at 6%.
201714$55,201$30,900$7,725iApproximate average salary by contribution assumption: employee only about $193,125 at 4% or $128,750 at 6%; with 50% employer match about $128,750 at 4% or $85,833 at 6%; with 100% employer match about $96,563 at 4% or $64,375 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-4$55,201$30,900$7,725iApproximate average salary by contribution assumption: employee only about $193,125 at 4% or $128,750 at 6%; with 50% employer match about $128,750 at 4% or $85,833 at 6%; with 100% employer match about $96,563 at 4% or $64,375 at 6%.
201614$20,000$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Mark a. Stephens, CPA. 401(K) Retirement Plan-4$20,000$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.