Civic Intelligence

Michael Steadman

Plan context: Ms 401K Plan

EIN 27-3097850 • Encinitas, CA • 8 filings • 1 plans

245 Chapalita DrEncinitas, CA 92024-4827
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,015,073

2023 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,015,073$507,537$0201520192021YearValue
$1,015,073Latest year 2021

Participants Over Time

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

210201520192023YearValue
2Latest year 2023

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
202312$0$0-
Ms 401K Plan-2---
202112$1,015,073$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Ms 401K Plan-2$1,015,073$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202012$800,815$36,500$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
Ms 401K Plan-2$800,815$36,500$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
201912$472,564$23,500$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
Ms 401K Plan-2$472,564$23,500$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
201812$0$0-
Ms 401K Plan-2---
201712$372,561$74,192$37,096iApproximate average salary by contribution assumption: employee only about $927,400 at 4% or $618,267 at 6%; with 50% employer match about $618,267 at 4% or $412,178 at 6%; with 100% employer match about $463,700 at 4% or $309,133 at 6%.
Ms 401K Plan-2$372,561$74,192$37,096iApproximate average salary by contribution assumption: employee only about $927,400 at 4% or $618,267 at 6%; with 50% employer match about $618,267 at 4% or $412,178 at 6%; with 100% employer match about $463,700 at 4% or $309,133 at 6%.
201612$291,468$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
Ms 401K Plan-2$291,468$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
201512$203,488$49,688$24,844iApproximate average salary by contribution assumption: employee only about $621,100 at 4% or $414,067 at 6%; with 50% employer match about $414,067 at 4% or $276,044 at 6%; with 100% employer match about $310,550 at 4% or $207,033 at 6%.
Ms 401K Plan-2$203,488$49,688$24,844iApproximate average salary by contribution assumption: employee only about $621,100 at 4% or $414,067 at 6%; with 50% employer match about $414,067 at 4% or $276,044 at 6%; with 100% employer match about $310,550 at 4% or $207,033 at 6%.