Current Snapshot
Latest Year
2005
2005 Participants
1
2005 Assets
$2,942,152
2005 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| David Stevens Serp | - | 0 | - | - | - |
| 2004 | 1 | 1 | $2,942,152 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| David Stevens Serp | - | 1 | $2,942,152 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2003 | 1 | 1 | $2,762,570 | $0 | - |
| David Stevens Serp | - | 1 | $2,762,570 | - | - |
| 2002 | 1 | 1 | $2,071,023 | $43,935 | $43,935iApproximate average salary by contribution assumption: employee only about $1,098,375 at 4% or $732,250 at 6%; with 50% employer match about $732,250 at 4% or $488,167 at 6%; with 100% employer match about $549,188 at 4% or $366,125 at 6%. |
| David Stevens Serp | - | 1 | $2,071,023 | $43,935 | $43,935iApproximate average salary by contribution assumption: employee only about $1,098,375 at 4% or $732,250 at 6%; with 50% employer match about $732,250 at 4% or $488,167 at 6%; with 100% employer match about $549,188 at 4% or $366,125 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| David Stevens Serp | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| David Stevens Serp | - | 2 | - | - | - |
| 1999 | 1 | 2 | $2,127,284 | $11,237 | $5,619iApproximate average salary by contribution assumption: employee only about $140,463 at 4% or $93,642 at 6%; with 50% employer match about $93,642 at 4% or $62,428 at 6%; with 100% employer match about $70,231 at 4% or $46,821 at 6%. |
| David Stevens Serp | - | 2 | $2,127,284 | $11,237 | $5,619iApproximate average salary by contribution assumption: employee only about $140,463 at 4% or $93,642 at 6%; with 50% employer match about $93,642 at 4% or $62,428 at 6%; with 100% employer match about $70,231 at 4% or $46,821 at 6%. |