Civic Intelligence

Steven C. Southern, MD

Plan context: Steven C. Southern, MD Money Purchase Pension Plan

EIN 55-0741261 • Charleston, WV • 22 filings • 3 plans

12 Courtney DriveCharleston, WV 25304
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$6,167,074

2022 Contributions

$71,293

Historical Graphs

Total Assets Over Time

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

$6,967,098$3,483,549$0200020142022YearValue
$6,167,074Latest year 2022

Participants Over Time

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

530200020122022YearValue
4Latest year 2022

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
202214$6,167,074$71,293$17,823iApproximate average salary by contribution assumption: employee only about $445,581 at 4% or $297,054 at 6%; with 50% employer match about $297,054 at 4% or $198,036 at 6%; with 100% employer match about $222,791 at 4% or $148,527 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$6,167,074$71,293$17,823iApproximate average salary by contribution assumption: employee only about $445,581 at 4% or $297,054 at 6%; with 50% employer match about $297,054 at 4% or $198,036 at 6%; with 100% employer match about $222,791 at 4% or $148,527 at 6%.
202114$6,967,098$87,321$21,830iApproximate average salary by contribution assumption: employee only about $545,756 at 4% or $363,838 at 6%; with 50% employer match about $363,838 at 4% or $242,558 at 6%; with 100% employer match about $272,878 at 4% or $181,919 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$6,967,098$87,321$21,830iApproximate average salary by contribution assumption: employee only about $545,756 at 4% or $363,838 at 6%; with 50% employer match about $363,838 at 4% or $242,558 at 6%; with 100% employer match about $272,878 at 4% or $181,919 at 6%.
202014$5,705,137$80,635$20,159iApproximate average salary by contribution assumption: employee only about $503,969 at 4% or $335,979 at 6%; with 50% employer match about $335,979 at 4% or $223,986 at 6%; with 100% employer match about $251,984 at 4% or $167,990 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$5,705,137$80,635$20,159iApproximate average salary by contribution assumption: employee only about $503,969 at 4% or $335,979 at 6%; with 50% employer match about $335,979 at 4% or $223,986 at 6%; with 100% employer match about $251,984 at 4% or $167,990 at 6%.
201914$4,224,694$89,769$22,442iApproximate average salary by contribution assumption: employee only about $561,056 at 4% or $374,038 at 6%; with 50% employer match about $374,038 at 4% or $249,358 at 6%; with 100% employer match about $280,528 at 4% or $187,019 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$4,224,694$89,769$22,442iApproximate average salary by contribution assumption: employee only about $561,056 at 4% or $374,038 at 6%; with 50% employer match about $374,038 at 4% or $249,358 at 6%; with 100% employer match about $280,528 at 4% or $187,019 at 6%.
201814$3,228,511$88,792$22,198iApproximate average salary by contribution assumption: employee only about $554,950 at 4% or $369,967 at 6%; with 50% employer match about $369,967 at 4% or $246,644 at 6%; with 100% employer match about $277,475 at 4% or $184,983 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$3,228,511$88,792$22,198iApproximate average salary by contribution assumption: employee only about $554,950 at 4% or $369,967 at 6%; with 50% employer match about $369,967 at 4% or $246,644 at 6%; with 100% employer match about $277,475 at 4% or $184,983 at 6%.
201714$3,383,508$87,748$21,937iApproximate average salary by contribution assumption: employee only about $548,425 at 4% or $365,617 at 6%; with 50% employer match about $365,617 at 4% or $243,744 at 6%; with 100% employer match about $274,213 at 4% or $182,808 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$3,383,508$87,748$21,937iApproximate average salary by contribution assumption: employee only about $548,425 at 4% or $365,617 at 6%; with 50% employer match about $365,617 at 4% or $243,744 at 6%; with 100% employer match about $274,213 at 4% or $182,808 at 6%.
201614$2,676,816$87,744$21,936iApproximate average salary by contribution assumption: employee only about $548,400 at 4% or $365,600 at 6%; with 50% employer match about $365,600 at 4% or $243,733 at 6%; with 100% employer match about $274,200 at 4% or $182,800 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$2,676,816$87,744$21,936iApproximate average salary by contribution assumption: employee only about $548,400 at 4% or $365,600 at 6%; with 50% employer match about $365,600 at 4% or $243,733 at 6%; with 100% employer match about $274,200 at 4% or $182,800 at 6%.
201514$2,304,554$85,173$21,293iApproximate average salary by contribution assumption: employee only about $532,331 at 4% or $354,888 at 6%; with 50% employer match about $354,888 at 4% or $236,592 at 6%; with 100% employer match about $266,166 at 4% or $177,444 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$2,304,554$85,173$21,293iApproximate average salary by contribution assumption: employee only about $532,331 at 4% or $354,888 at 6%; with 50% employer match about $354,888 at 4% or $236,592 at 6%; with 100% employer match about $266,166 at 4% or $177,444 at 6%.
201414$2,223,978$83,584$20,896iApproximate average salary by contribution assumption: employee only about $522,400 at 4% or $348,267 at 6%; with 50% employer match about $348,267 at 4% or $232,178 at 6%; with 100% employer match about $261,200 at 4% or $174,133 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$2,223,978$83,584$20,896iApproximate average salary by contribution assumption: employee only about $522,400 at 4% or $348,267 at 6%; with 50% employer match about $348,267 at 4% or $232,178 at 6%; with 100% employer match about $261,200 at 4% or $174,133 at 6%.
201314$1,946,440$82,389$20,597iApproximate average salary by contribution assumption: employee only about $514,931 at 4% or $343,288 at 6%; with 50% employer match about $343,288 at 4% or $228,858 at 6%; with 100% employer match about $257,466 at 4% or $171,644 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$1,946,440$82,389$20,597iApproximate average salary by contribution assumption: employee only about $514,931 at 4% or $343,288 at 6%; with 50% employer match about $343,288 at 4% or $228,858 at 6%; with 100% employer match about $257,466 at 4% or $171,644 at 6%.
201214$1,401,426$80,581$20,145iApproximate average salary by contribution assumption: employee only about $503,631 at 4% or $335,754 at 6%; with 50% employer match about $335,754 at 4% or $223,836 at 6%; with 100% employer match about $251,816 at 4% or $167,877 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$1,401,426$80,581$20,145iApproximate average salary by contribution assumption: employee only about $503,631 at 4% or $335,754 at 6%; with 50% employer match about $335,754 at 4% or $223,836 at 6%; with 100% employer match about $251,816 at 4% or $167,877 at 6%.
201114$1,124,591$82,283$20,571iApproximate average salary by contribution assumption: employee only about $514,269 at 4% or $342,846 at 6%; with 50% employer match about $342,846 at 4% or $228,564 at 6%; with 100% employer match about $257,134 at 4% or $171,423 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$1,124,591$82,283$20,571iApproximate average salary by contribution assumption: employee only about $514,269 at 4% or $342,846 at 6%; with 50% employer match about $342,846 at 4% or $228,564 at 6%; with 100% employer match about $257,134 at 4% or $171,423 at 6%.
201014$1,144,704$78,477$19,619iApproximate average salary by contribution assumption: employee only about $490,481 at 4% or $326,988 at 6%; with 50% employer match about $326,988 at 4% or $217,992 at 6%; with 100% employer match about $245,241 at 4% or $163,494 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$1,144,704$78,477$19,619iApproximate average salary by contribution assumption: employee only about $490,481 at 4% or $326,988 at 6%; with 50% employer match about $326,988 at 4% or $217,992 at 6%; with 100% employer match about $245,241 at 4% or $163,494 at 6%.
200914$875,245$57,092$14,273iApproximate average salary by contribution assumption: employee only about $356,825 at 4% or $237,883 at 6%; with 50% employer match about $237,883 at 4% or $158,589 at 6%; with 100% employer match about $178,413 at 4% or $118,942 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$875,245$57,092$14,273iApproximate average salary by contribution assumption: employee only about $356,825 at 4% or $237,883 at 6%; with 50% employer match about $237,883 at 4% or $158,589 at 6%; with 100% employer match about $178,413 at 4% or $118,942 at 6%.
200814$0$0-
Steven C. Southern, MD Money Purchase Pension Plan-4---
200714$0$0-
Steven C. Southern, MD Money Purchase Pension Plan-4---
200615$787,263$15,126$3,025iApproximate average salary by contribution assumption: employee only about $75,630 at 4% or $50,420 at 6%; with 50% employer match about $50,420 at 4% or $33,613 at 6%; with 100% employer match about $37,815 at 4% or $25,210 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-5$787,263$15,126$3,025iApproximate average salary by contribution assumption: employee only about $75,630 at 4% or $50,420 at 6%; with 50% employer match about $50,420 at 4% or $33,613 at 6%; with 100% employer match about $37,815 at 4% or $25,210 at 6%.
200515$686,051$68,119$13,624iApproximate average salary by contribution assumption: employee only about $340,595 at 4% or $227,063 at 6%; with 50% employer match about $227,063 at 4% or $151,376 at 6%; with 100% employer match about $170,298 at 4% or $113,532 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-5$686,051$68,119$13,624iApproximate average salary by contribution assumption: employee only about $340,595 at 4% or $227,063 at 6%; with 50% employer match about $227,063 at 4% or $151,376 at 6%; with 100% employer match about $170,298 at 4% or $113,532 at 6%.
200414$562,872$64,225$16,056iApproximate average salary by contribution assumption: employee only about $401,406 at 4% or $267,604 at 6%; with 50% employer match about $267,604 at 4% or $178,403 at 6%; with 100% employer match about $200,703 at 4% or $133,802 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$562,872$64,225$16,056iApproximate average salary by contribution assumption: employee only about $401,406 at 4% or $267,604 at 6%; with 50% employer match about $267,604 at 4% or $178,403 at 6%; with 100% employer match about $200,703 at 4% or $133,802 at 6%.
200215$0$0-
Steven C. Southern, MD Money Purchase Pension Plan-5---
200115$0$0-
Steven C. Southern, MD Money Purchase Pension Plan-5---
200014$242,489$34,368$8,592iApproximate average salary by contribution assumption: employee only about $214,800 at 4% or $143,200 at 6%; with 50% employer match about $143,200 at 4% or $95,467 at 6%; with 100% employer match about $107,400 at 4% or $71,600 at 6%.
Steven C. Southern, MD Money Purchase Pension Plan-4$242,489$34,368$8,592iApproximate average salary by contribution assumption: employee only about $214,800 at 4% or $143,200 at 6%; with 50% employer match about $143,200 at 4% or $95,467 at 6%; with 100% employer match about $107,400 at 4% or $71,600 at 6%.