Civic Intelligence

Marilou V. Stephan, O.D.

Plan context: Marilou V. Stephan, O.D. 401K Plan and Trust

EIN 41-1677317 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$519,721

2007 Contributions

$27,253

Historical Graphs

Total Assets Over Time

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

$519,721$259,861$0199920032006YearValue
$519,721Latest year 2006

Participants Over Time

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

420199920032006YearValue
3Latest year 2006

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
200710$0$27,253-
Marilou V. Stephan, O.D. 401K Plan and Trust-0-$27,253-
200613$519,721$36,061$12,020iApproximate average salary by contribution assumption: employee only about $300,508 at 4% or $200,339 at 6%; with 50% employer match about $200,339 at 4% or $133,559 at 6%; with 100% employer match about $150,254 at 4% or $100,169 at 6%.
Marilou V. Stephan, O.D. 401K Plan and Trust-3$519,721$36,061$12,020iApproximate average salary by contribution assumption: employee only about $300,508 at 4% or $200,339 at 6%; with 50% employer match about $200,339 at 4% or $133,559 at 6%; with 100% employer match about $150,254 at 4% or $100,169 at 6%.
200514$416,201$26,007$6,502iApproximate average salary by contribution assumption: employee only about $162,544 at 4% or $108,363 at 6%; with 50% employer match about $108,363 at 4% or $72,242 at 6%; with 100% employer match about $81,272 at 4% or $54,181 at 6%.
Marilou V. Stephan, O.D. 401K Plan and Trust-4$416,201$26,007$6,502iApproximate average salary by contribution assumption: employee only about $162,544 at 4% or $108,363 at 6%; with 50% employer match about $108,363 at 4% or $72,242 at 6%; with 100% employer match about $81,272 at 4% or $54,181 at 6%.
200413$363,795$23,406$7,802iApproximate average salary by contribution assumption: employee only about $195,050 at 4% or $130,033 at 6%; with 50% employer match about $130,033 at 4% or $86,689 at 6%; with 100% employer match about $97,525 at 4% or $65,017 at 6%.
Marilou V. Stephan, O.D. 401K Plan and Trust-3$363,795$23,406$7,802iApproximate average salary by contribution assumption: employee only about $195,050 at 4% or $130,033 at 6%; with 50% employer match about $130,033 at 4% or $86,689 at 6%; with 100% employer match about $97,525 at 4% or $65,017 at 6%.
200313$324,123$25,724$8,575iApproximate average salary by contribution assumption: employee only about $214,367 at 4% or $142,911 at 6%; with 50% employer match about $142,911 at 4% or $95,274 at 6%; with 100% employer match about $107,183 at 4% or $71,456 at 6%.
Marilou V. Stephan, O.D. 401K Plan and Trust-3$324,123$25,724$8,575iApproximate average salary by contribution assumption: employee only about $214,367 at 4% or $142,911 at 6%; with 50% employer match about $142,911 at 4% or $95,274 at 6%; with 100% employer match about $107,183 at 4% or $71,456 at 6%.
200214$239,467$20,576$5,144iApproximate average salary by contribution assumption: employee only about $128,600 at 4% or $85,733 at 6%; with 50% employer match about $85,733 at 4% or $57,156 at 6%; with 100% employer match about $64,300 at 4% or $42,867 at 6%.
Marilou V. Stephan, O.D. 401K Plan and Trust-4$239,467$20,576$5,144iApproximate average salary by contribution assumption: employee only about $128,600 at 4% or $85,733 at 6%; with 50% employer match about $85,733 at 4% or $57,156 at 6%; with 100% employer match about $64,300 at 4% or $42,867 at 6%.
200114$312,296$21,546$5,387iApproximate average salary by contribution assumption: employee only about $134,663 at 4% or $89,775 at 6%; with 50% employer match about $89,775 at 4% or $59,850 at 6%; with 100% employer match about $67,331 at 4% or $44,888 at 6%.
Marilou V. Stephan, O.D. 401K Plan and Trust-4$312,296$21,546$5,387iApproximate average salary by contribution assumption: employee only about $134,663 at 4% or $89,775 at 6%; with 50% employer match about $89,775 at 4% or $59,850 at 6%; with 100% employer match about $67,331 at 4% or $44,888 at 6%.
200014$308,526$22,492$5,623iApproximate average salary by contribution assumption: employee only about $140,575 at 4% or $93,717 at 6%; with 50% employer match about $93,717 at 4% or $62,478 at 6%; with 100% employer match about $70,288 at 4% or $46,858 at 6%.
Marilou V. Stephan, O.D. 401K Plan and Trust-4$308,526$22,492$5,623iApproximate average salary by contribution assumption: employee only about $140,575 at 4% or $93,717 at 6%; with 50% employer match about $93,717 at 4% or $62,478 at 6%; with 100% employer match about $70,288 at 4% or $46,858 at 6%.
199914$392,364$23,503$5,876iApproximate average salary by contribution assumption: employee only about $146,894 at 4% or $97,929 at 6%; with 50% employer match about $97,929 at 4% or $65,286 at 6%; with 100% employer match about $73,447 at 4% or $48,965 at 6%.
Marilou V. Stephan, O.D. 401K Plan and Trust-4$392,364$23,503$5,876iApproximate average salary by contribution assumption: employee only about $146,894 at 4% or $97,929 at 6%; with 50% employer match about $97,929 at 4% or $65,286 at 6%; with 100% employer match about $73,447 at 4% or $48,965 at 6%.