Joel Stevens, MD
Plan context: Joel Stevens, MD 401K Plan and Trust
EIN 52-1412510 • 4 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
8
2003 Assets
$164,868
2003 Contributions
$30,864
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 8 | $164,868 | $30,864 | $3,858iApproximate average salary by contribution assumption: employee only about $96,450 at 4% or $64,300 at 6%; with 50% employer match about $64,300 at 4% or $42,867 at 6%; with 100% employer match about $48,225 at 4% or $32,150 at 6%. |
| Joel Stevens, MD 401K Plan and Trust | - | 8 | $164,868 | $30,864 | $3,858iApproximate average salary by contribution assumption: employee only about $96,450 at 4% or $64,300 at 6%; with 50% employer match about $64,300 at 4% or $42,867 at 6%; with 100% employer match about $48,225 at 4% or $32,150 at 6%. |
| 2001 | 1 | 12 | $127,086 | $45,890 | $3,824iApproximate average salary by contribution assumption: employee only about $95,604 at 4% or $63,736 at 6%; with 50% employer match about $63,736 at 4% or $42,491 at 6%; with 100% employer match about $47,802 at 4% or $31,868 at 6%. |
| Joel Stevens, MD 401K Plan and Trust | - | 12 | $127,086 | $45,890 | $3,824iApproximate average salary by contribution assumption: employee only about $95,604 at 4% or $63,736 at 6%; with 50% employer match about $63,736 at 4% or $42,491 at 6%; with 100% employer match about $47,802 at 4% or $31,868 at 6%. |
| 2000 | 1 | 11 | $0 | $0 | - |
| Joel Stevens, MD 401K Plan and Trust | - | 11 | - | - | - |
| 1999 | 1 | 9 | $74,840 | $49,813 | $5,535iApproximate average salary by contribution assumption: employee only about $138,369 at 4% or $92,246 at 6%; with 50% employer match about $92,246 at 4% or $61,498 at 6%; with 100% employer match about $69,185 at 4% or $46,123 at 6%. |
| Joel Stevens, MD 401K Plan and Trust | - | 9 | $74,840 | $49,813 | $5,535iApproximate average salary by contribution assumption: employee only about $138,369 at 4% or $92,246 at 6%; with 50% employer match about $92,246 at 4% or $61,498 at 6%; with 100% employer match about $69,185 at 4% or $46,123 at 6%. |