Stephen a. Markey, III PC.
Plan context: Stephen a. Markey, III PC. 401K Plan and Trust
EIN 52-2143175 • Towson, MD • 29 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,757,376
2024 Contributions
$129,002
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,757,376 | $129,002 | $16,125iApproximate average salary by contribution assumption: employee only about $403,131 at 4% or $268,754 at 6%; with 50% employer match about $268,754 at 4% or $179,169 at 6%; with 100% employer match about $201,566 at 4% or $134,377 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 8 | $1,757,376 | $129,002 | $16,125iApproximate average salary by contribution assumption: employee only about $403,131 at 4% or $268,754 at 6%; with 50% employer match about $268,754 at 4% or $179,169 at 6%; with 100% employer match about $201,566 at 4% or $134,377 at 6%. |
| 2023 | 1 | 8 | $1,415,908 | $117,636 | $14,705iApproximate average salary by contribution assumption: employee only about $367,613 at 4% or $245,075 at 6%; with 50% employer match about $245,075 at 4% or $163,383 at 6%; with 100% employer match about $183,806 at 4% or $122,538 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 8 | $1,415,908 | $117,636 | $14,705iApproximate average salary by contribution assumption: employee only about $367,613 at 4% or $245,075 at 6%; with 50% employer match about $245,075 at 4% or $163,383 at 6%; with 100% employer match about $183,806 at 4% or $122,538 at 6%. |
| 2022 | 1 | 10 | $1,105,428 | $156,947 | $15,695iApproximate average salary by contribution assumption: employee only about $392,368 at 4% or $261,578 at 6%; with 50% employer match about $261,578 at 4% or $174,386 at 6%; with 100% employer match about $196,184 at 4% or $130,789 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 10 | $1,105,428 | $156,947 | $15,695iApproximate average salary by contribution assumption: employee only about $392,368 at 4% or $261,578 at 6%; with 50% employer match about $261,578 at 4% or $174,386 at 6%; with 100% employer match about $196,184 at 4% or $130,789 at 6%. |
| 2021 | 1 | 6 | $1,184,383 | $90,468 | $15,078iApproximate average salary by contribution assumption: employee only about $376,950 at 4% or $251,300 at 6%; with 50% employer match about $251,300 at 4% or $167,533 at 6%; with 100% employer match about $188,475 at 4% or $125,650 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 6 | $1,184,383 | $90,468 | $15,078iApproximate average salary by contribution assumption: employee only about $376,950 at 4% or $251,300 at 6%; with 50% employer match about $251,300 at 4% or $167,533 at 6%; with 100% employer match about $188,475 at 4% or $125,650 at 6%. |
| 2020 | 1 | 5 | $991,415 | $96,318 | $19,264iApproximate average salary by contribution assumption: employee only about $481,590 at 4% or $321,060 at 6%; with 50% employer match about $321,060 at 4% or $214,040 at 6%; with 100% employer match about $240,795 at 4% or $160,530 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $991,415 | $96,318 | $19,264iApproximate average salary by contribution assumption: employee only about $481,590 at 4% or $321,060 at 6%; with 50% employer match about $321,060 at 4% or $214,040 at 6%; with 100% employer match about $240,795 at 4% or $160,530 at 6%. |
| 2019 | 1 | 5 | $892,715 | $84,442 | $16,888iApproximate average salary by contribution assumption: employee only about $422,210 at 4% or $281,473 at 6%; with 50% employer match about $281,473 at 4% or $187,649 at 6%; with 100% employer match about $211,105 at 4% or $140,737 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $892,715 | $84,442 | $16,888iApproximate average salary by contribution assumption: employee only about $422,210 at 4% or $281,473 at 6%; with 50% employer match about $281,473 at 4% or $187,649 at 6%; with 100% employer match about $211,105 at 4% or $140,737 at 6%. |
| 2018 | 1 | 5 | $665,744 | $83,201 | $16,640iApproximate average salary by contribution assumption: employee only about $416,005 at 4% or $277,337 at 6%; with 50% employer match about $277,337 at 4% or $184,891 at 6%; with 100% employer match about $208,003 at 4% or $138,668 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $665,744 | $83,201 | $16,640iApproximate average salary by contribution assumption: employee only about $416,005 at 4% or $277,337 at 6%; with 50% employer match about $277,337 at 4% or $184,891 at 6%; with 100% employer match about $208,003 at 4% or $138,668 at 6%. |
| 2017 | 1 | 4 | $630,257 | $71,346 | $17,837iApproximate average salary by contribution assumption: employee only about $445,913 at 4% or $297,275 at 6%; with 50% employer match about $297,275 at 4% or $198,183 at 6%; with 100% employer match about $222,956 at 4% or $148,638 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 4 | $630,257 | $71,346 | $17,837iApproximate average salary by contribution assumption: employee only about $445,913 at 4% or $297,275 at 6%; with 50% employer match about $297,275 at 4% or $198,183 at 6%; with 100% employer match about $222,956 at 4% or $148,638 at 6%. |
| 2016 | 1 | 4 | $476,265 | $64,325 | $16,081iApproximate average salary by contribution assumption: employee only about $402,031 at 4% or $268,021 at 6%; with 50% employer match about $268,021 at 4% or $178,681 at 6%; with 100% employer match about $201,016 at 4% or $134,010 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 4 | $476,265 | $64,325 | $16,081iApproximate average salary by contribution assumption: employee only about $402,031 at 4% or $268,021 at 6%; with 50% employer match about $268,021 at 4% or $178,681 at 6%; with 100% employer match about $201,016 at 4% or $134,010 at 6%. |
| 2015 | 1 | 4 | $380,068 | $55,636 | $13,909iApproximate average salary by contribution assumption: employee only about $347,725 at 4% or $231,817 at 6%; with 50% employer match about $231,817 at 4% or $154,544 at 6%; with 100% employer match about $173,863 at 4% or $115,908 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 4 | $380,068 | $55,636 | $13,909iApproximate average salary by contribution assumption: employee only about $347,725 at 4% or $231,817 at 6%; with 50% employer match about $231,817 at 4% or $154,544 at 6%; with 100% employer match about $173,863 at 4% or $115,908 at 6%. |
| 2014 | 1 | 3 | $334,588 | $28,342 | $9,447iApproximate average salary by contribution assumption: employee only about $236,183 at 4% or $157,456 at 6%; with 50% employer match about $157,456 at 4% or $104,970 at 6%; with 100% employer match about $118,092 at 4% or $78,728 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 3 | $334,588 | $28,342 | $9,447iApproximate average salary by contribution assumption: employee only about $236,183 at 4% or $157,456 at 6%; with 50% employer match about $157,456 at 4% or $104,970 at 6%; with 100% employer match about $118,092 at 4% or $78,728 at 6%. |
| 2013 | 1 | 5 | $499,870 | $36,666 | $7,333iApproximate average salary by contribution assumption: employee only about $183,330 at 4% or $122,220 at 6%; with 50% employer match about $122,220 at 4% or $81,480 at 6%; with 100% employer match about $91,665 at 4% or $61,110 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $499,870 | $36,666 | $7,333iApproximate average salary by contribution assumption: employee only about $183,330 at 4% or $122,220 at 6%; with 50% employer match about $122,220 at 4% or $81,480 at 6%; with 100% employer match about $91,665 at 4% or $61,110 at 6%. |
| 2012 | 1 | 5 | $419,079 | $45,365 | $9,073iApproximate average salary by contribution assumption: employee only about $226,825 at 4% or $151,217 at 6%; with 50% employer match about $151,217 at 4% or $100,811 at 6%; with 100% employer match about $113,413 at 4% or $75,608 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $419,079 | $45,365 | $9,073iApproximate average salary by contribution assumption: employee only about $226,825 at 4% or $151,217 at 6%; with 50% employer match about $151,217 at 4% or $100,811 at 6%; with 100% employer match about $113,413 at 4% or $75,608 at 6%. |
| 2011 | 1 | 5 | $329,586 | $50,937 | $10,187iApproximate average salary by contribution assumption: employee only about $254,685 at 4% or $169,790 at 6%; with 50% employer match about $169,790 at 4% or $113,193 at 6%; with 100% employer match about $127,343 at 4% or $84,895 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $329,586 | $50,937 | $10,187iApproximate average salary by contribution assumption: employee only about $254,685 at 4% or $169,790 at 6%; with 50% employer match about $169,790 at 4% or $113,193 at 6%; with 100% employer match about $127,343 at 4% or $84,895 at 6%. |
| 2010 | 2 | 7 | $463,050 | $60,467 | $8,638iApproximate average salary by contribution assumption: employee only about $215,954 at 4% or $143,969 at 6%; with 50% employer match about $143,969 at 4% or $95,979 at 6%; with 100% employer match about $107,977 at 4% or $71,985 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $291,507 | $32,220 | $6,444iApproximate average salary by contribution assumption: employee only about $161,100 at 4% or $107,400 at 6%; with 50% employer match about $107,400 at 4% or $71,600 at 6%; with 100% employer match about $80,550 at 4% or $53,700 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 7 | $171,543 | $28,247 | $4,035iApproximate average salary by contribution assumption: employee only about $100,882 at 4% or $67,255 at 6%; with 50% employer match about $67,255 at 4% or $44,837 at 6%; with 100% employer match about $50,441 at 4% or $33,627 at 6%. |
| 2009 | 1 | 5 | $235,779 | $35,303 | $7,061iApproximate average salary by contribution assumption: employee only about $176,515 at 4% or $117,677 at 6%; with 50% employer match about $117,677 at 4% or $78,451 at 6%; with 100% employer match about $88,258 at 4% or $58,838 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $235,779 | $35,303 | $7,061iApproximate average salary by contribution assumption: employee only about $176,515 at 4% or $117,677 at 6%; with 50% employer match about $117,677 at 4% or $78,451 at 6%; with 100% employer match about $88,258 at 4% or $58,838 at 6%. |
| 2008 | 1 | 8 | $163,696 | $35,336 | $4,417iApproximate average salary by contribution assumption: employee only about $110,425 at 4% or $73,617 at 6%; with 50% employer match about $73,617 at 4% or $49,078 at 6%; with 100% employer match about $55,213 at 4% or $36,808 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 8 | $163,696 | $35,336 | $4,417iApproximate average salary by contribution assumption: employee only about $110,425 at 4% or $73,617 at 6%; with 50% employer match about $73,617 at 4% or $49,078 at 6%; with 100% employer match about $55,213 at 4% or $36,808 at 6%. |
| 2006 | 1 | 7 | $0 | $0 | - |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 7 | - | - | - |
| 2005 | 1 | 3 | $145,449 | $21,515 | $7,172iApproximate average salary by contribution assumption: employee only about $179,292 at 4% or $119,528 at 6%; with 50% employer match about $119,528 at 4% or $79,685 at 6%; with 100% employer match about $89,646 at 4% or $59,764 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 3 | $145,449 | $21,515 | $7,172iApproximate average salary by contribution assumption: employee only about $179,292 at 4% or $119,528 at 6%; with 50% employer match about $119,528 at 4% or $79,685 at 6%; with 100% employer match about $89,646 at 4% or $59,764 at 6%. |
| 2004 | 1 | 3 | $113,029 | $11,759 | $3,920iApproximate average salary by contribution assumption: employee only about $97,992 at 4% or $65,328 at 6%; with 50% employer match about $65,328 at 4% or $43,552 at 6%; with 100% employer match about $48,996 at 4% or $32,664 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 3 | $113,029 | $11,759 | $3,920iApproximate average salary by contribution assumption: employee only about $97,992 at 4% or $65,328 at 6%; with 50% employer match about $65,328 at 4% or $43,552 at 6%; with 100% employer match about $48,996 at 4% or $32,664 at 6%. |
| 2003 | 1 | 5 | $139,655 | $11,780 | $2,356iApproximate average salary by contribution assumption: employee only about $58,900 at 4% or $39,267 at 6%; with 50% employer match about $39,267 at 4% or $26,178 at 6%; with 100% employer match about $29,450 at 4% or $19,633 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $139,655 | $11,780 | $2,356iApproximate average salary by contribution assumption: employee only about $58,900 at 4% or $39,267 at 6%; with 50% employer match about $39,267 at 4% or $26,178 at 6%; with 100% employer match about $29,450 at 4% or $19,633 at 6%. |
| 2002 | 1 | 3 | $116,762 | $31,681 | $10,560iApproximate average salary by contribution assumption: employee only about $264,008 at 4% or $176,006 at 6%; with 50% employer match about $176,006 at 4% or $117,337 at 6%; with 100% employer match about $132,004 at 4% or $88,003 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 3 | $116,762 | $31,681 | $10,560iApproximate average salary by contribution assumption: employee only about $264,008 at 4% or $176,006 at 6%; with 50% employer match about $176,006 at 4% or $117,337 at 6%; with 100% employer match about $132,004 at 4% or $88,003 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 4 | - | - | - |
| LAW OFFICES OF STEPHEN A. MARKEY, III P.C. DEFINED BENEFIT PLAN AND TRUST | - | 4 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 3 | - | - | - |
| Stephen a. Markey, III PC. Retirement Plan and Trust | - | 3 | - | - | - |
| 1999 | 2 | 5 | $12,309 | $12,309 | $2,462iApproximate average salary by contribution assumption: employee only about $61,545 at 4% or $41,030 at 6%; with 50% employer match about $41,030 at 4% or $27,353 at 6%; with 100% employer match about $30,773 at 4% or $20,515 at 6%. |
| Stephen a. Markey, III PC. 401K Plan and Trust | - | 5 | $12,309 | $12,309 | $2,462iApproximate average salary by contribution assumption: employee only about $61,545 at 4% or $41,030 at 6%; with 50% employer match about $41,030 at 4% or $27,353 at 6%; with 100% employer match about $30,773 at 4% or $20,515 at 6%. |
| Stephen a. Markey, III PC. Retirement Plan and Trust | - | 3 | - | - | - |