Civic Intelligence

Steven M. Thagard

Plan context: Steven M. Thagard 401(K) Plan

EIN 59-3206994 • Orlando, FL • 25 filings • 3 plans

1000 Legion Place, Suite 1400Orlando, FL 32801
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$9,375,161

2025 Contributions

$566,670

Historical Graphs

Total Assets Over Time

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

$9,375,161$4,687,581$0200620162025YearValue
$9,375,161Latest year 2025

Participants Over Time

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

740200620162025YearValue
7Latest year 2025

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
202527$9,375,161$566,670$80,953iApproximate average salary by contribution assumption: employee only about $2,023,821 at 4% or $1,349,214 at 6%; with 50% employer match about $1,349,214 at 4% or $899,476 at 6%; with 100% employer match about $1,011,911 at 4% or $674,607 at 6%.
Steven M. Thagard 401(K) Plan-7$7,042,869$196,670$28,096iApproximate average salary by contribution assumption: employee only about $702,393 at 4% or $468,262 at 6%; with 50% employer match about $468,262 at 4% or $312,175 at 6%; with 100% employer match about $351,196 at 4% or $234,131 at 6%.
STEVEN M. THAGARD CASH BALANCE PLAN-7$2,332,292$370,000$52,857iApproximate average salary by contribution assumption: employee only about $1,321,429 at 4% or $880,952 at 6%; with 50% employer match about $880,952 at 4% or $587,302 at 6%; with 100% employer match about $660,714 at 4% or $440,476 at 6%.
202426$7,467,414$652,519$108,753iApproximate average salary by contribution assumption: employee only about $2,718,829 at 4% or $1,812,553 at 6%; with 50% employer match about $1,812,553 at 4% or $1,208,369 at 6%; with 100% employer match about $1,359,415 at 4% or $906,276 at 6%.
Steven M. Thagard 401(K) Plan-6$5,770,588$202,519$33,753iApproximate average salary by contribution assumption: employee only about $843,829 at 4% or $562,553 at 6%; with 50% employer match about $562,553 at 4% or $375,035 at 6%; with 100% employer match about $421,915 at 4% or $281,276 at 6%.
STEVEN M. THAGARD CASH BALANCE PLAN-6$1,696,826$450,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202326$5,874,022$661,712$110,285iApproximate average salary by contribution assumption: employee only about $2,757,133 at 4% or $1,838,089 at 6%; with 50% employer match about $1,838,089 at 4% or $1,225,393 at 6%; with 100% employer match about $1,378,567 at 4% or $919,044 at 6%.
Steven M. Thagard 401(K) Plan-6$4,740,917$184,712$30,785iApproximate average salary by contribution assumption: employee only about $769,633 at 4% or $513,089 at 6%; with 50% employer match about $513,089 at 4% or $342,059 at 6%; with 100% employer match about $384,817 at 4% or $256,544 at 6%.
STEVEN M. THAGARD CASH BALANCE PLAN-6$1,133,105$477,000$79,500iApproximate average salary by contribution assumption: employee only about $1,987,500 at 4% or $1,325,000 at 6%; with 50% employer match about $1,325,000 at 4% or $883,333 at 6%; with 100% employer match about $993,750 at 4% or $662,500 at 6%.
202226$4,324,173$647,390$107,898iApproximate average salary by contribution assumption: employee only about $2,697,458 at 4% or $1,798,306 at 6%; with 50% employer match about $1,798,306 at 4% or $1,198,870 at 6%; with 100% employer match about $1,348,729 at 4% or $899,153 at 6%.
Steven M. Thagard 401(K) Plan-6$3,723,351$154,390$25,732iApproximate average salary by contribution assumption: employee only about $643,292 at 4% or $428,861 at 6%; with 50% employer match about $428,861 at 4% or $285,907 at 6%; with 100% employer match about $321,646 at 4% or $214,431 at 6%.
STEVEN M. THAGARD CASH BALANCE PLAN-6$600,822$493,000$82,167iApproximate average salary by contribution assumption: employee only about $2,054,167 at 4% or $1,369,444 at 6%; with 50% employer match about $1,369,444 at 4% or $912,963 at 6%; with 100% employer match about $1,027,083 at 4% or $684,722 at 6%.
202125$4,629,782$306,137$61,227iApproximate average salary by contribution assumption: employee only about $1,530,685 at 4% or $1,020,457 at 6%; with 50% employer match about $1,020,457 at 4% or $680,304 at 6%; with 100% employer match about $765,343 at 4% or $510,228 at 6%.
Steven M. Thagard 401(K) Plan-5$4,509,782$186,137$37,227iApproximate average salary by contribution assumption: employee only about $930,685 at 4% or $620,457 at 6%; with 50% employer match about $620,457 at 4% or $413,638 at 6%; with 100% employer match about $465,343 at 4% or $310,228 at 6%.
STEVEN M. THAGARD CASH BALANCE PLAN-5$120,000$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
202015$3,831,285$174,031$34,806iApproximate average salary by contribution assumption: employee only about $870,155 at 4% or $580,103 at 6%; with 50% employer match about $580,103 at 4% or $386,736 at 6%; with 100% employer match about $435,077 at 4% or $290,052 at 6%.
Steven M. Thagard 401(K) Plan-5$3,831,285$174,031$34,806iApproximate average salary by contribution assumption: employee only about $870,155 at 4% or $580,103 at 6%; with 50% employer match about $580,103 at 4% or $386,736 at 6%; with 100% employer match about $435,077 at 4% or $290,052 at 6%.
201915$2,999,131$162,654$32,531iApproximate average salary by contribution assumption: employee only about $813,270 at 4% or $542,180 at 6%; with 50% employer match about $542,180 at 4% or $361,453 at 6%; with 100% employer match about $406,635 at 4% or $271,090 at 6%.
Steven M. Thagard 401(K) Plan-5$2,999,131$162,654$32,531iApproximate average salary by contribution assumption: employee only about $813,270 at 4% or $542,180 at 6%; with 50% employer match about $542,180 at 4% or $361,453 at 6%; with 100% employer match about $406,635 at 4% or $271,090 at 6%.
201815$2,252,876$154,874$30,975iApproximate average salary by contribution assumption: employee only about $774,370 at 4% or $516,247 at 6%; with 50% employer match about $516,247 at 4% or $344,164 at 6%; with 100% employer match about $387,185 at 4% or $258,123 at 6%.
Steven M. Thagard 401(K) Plan-5$2,252,876$154,874$30,975iApproximate average salary by contribution assumption: employee only about $774,370 at 4% or $516,247 at 6%; with 50% employer match about $516,247 at 4% or $344,164 at 6%; with 100% employer match about $387,185 at 4% or $258,123 at 6%.
201715$2,252,864$142,100$28,420iApproximate average salary by contribution assumption: employee only about $710,500 at 4% or $473,667 at 6%; with 50% employer match about $473,667 at 4% or $315,778 at 6%; with 100% employer match about $355,250 at 4% or $236,833 at 6%.
Steven M. Thagard 401(K) Plan-5$2,252,864$142,100$28,420iApproximate average salary by contribution assumption: employee only about $710,500 at 4% or $473,667 at 6%; with 50% employer match about $473,667 at 4% or $315,778 at 6%; with 100% employer match about $355,250 at 4% or $236,833 at 6%.
201614$1,732,520$110,716$27,679iApproximate average salary by contribution assumption: employee only about $691,975 at 4% or $461,317 at 6%; with 50% employer match about $461,317 at 4% or $307,544 at 6%; with 100% employer match about $345,988 at 4% or $230,658 at 6%.
Steven M. Thagard 401(K) Plan-4$1,732,520$110,716$27,679iApproximate average salary by contribution assumption: employee only about $691,975 at 4% or $461,317 at 6%; with 50% employer match about $461,317 at 4% or $307,544 at 6%; with 100% employer match about $345,988 at 4% or $230,658 at 6%.
201515$1,540,078$121,830$24,366iApproximate average salary by contribution assumption: employee only about $609,150 at 4% or $406,100 at 6%; with 50% employer match about $406,100 at 4% or $270,733 at 6%; with 100% employer match about $304,575 at 4% or $203,050 at 6%.
Steven M. Thagard 401(K) Plan-5$1,540,078$121,830$24,366iApproximate average salary by contribution assumption: employee only about $609,150 at 4% or $406,100 at 6%; with 50% employer match about $406,100 at 4% or $270,733 at 6%; with 100% employer match about $304,575 at 4% or $203,050 at 6%.
201414$1,433,126$92,352$23,088iApproximate average salary by contribution assumption: employee only about $577,200 at 4% or $384,800 at 6%; with 50% employer match about $384,800 at 4% or $256,533 at 6%; with 100% employer match about $288,600 at 4% or $192,400 at 6%.
Steven M. Thagard 401(K) Plan-4$1,433,126$92,352$23,088iApproximate average salary by contribution assumption: employee only about $577,200 at 4% or $384,800 at 6%; with 50% employer match about $384,800 at 4% or $256,533 at 6%; with 100% employer match about $288,600 at 4% or $192,400 at 6%.
201315$1,270,347$93,655$18,731iApproximate average salary by contribution assumption: employee only about $468,275 at 4% or $312,183 at 6%; with 50% employer match about $312,183 at 4% or $208,122 at 6%; with 100% employer match about $234,138 at 4% or $156,092 at 6%.
Steven M. Thagard 401(K) Plan-5$1,270,347$93,655$18,731iApproximate average salary by contribution assumption: employee only about $468,275 at 4% or $312,183 at 6%; with 50% employer match about $312,183 at 4% or $208,122 at 6%; with 100% employer match about $234,138 at 4% or $156,092 at 6%.
201214$953,484$90,349$22,587iApproximate average salary by contribution assumption: employee only about $564,681 at 4% or $376,454 at 6%; with 50% employer match about $376,454 at 4% or $250,969 at 6%; with 100% employer match about $282,341 at 4% or $188,227 at 6%.
Steven M. Thagard 401(K) Plan-4$953,484$90,349$22,587iApproximate average salary by contribution assumption: employee only about $564,681 at 4% or $376,454 at 6%; with 50% employer match about $376,454 at 4% or $250,969 at 6%; with 100% employer match about $282,341 at 4% or $188,227 at 6%.
201114$745,304$90,151$22,538iApproximate average salary by contribution assumption: employee only about $563,444 at 4% or $375,629 at 6%; with 50% employer match about $375,629 at 4% or $250,419 at 6%; with 100% employer match about $281,722 at 4% or $187,815 at 6%.
Steven M. Thagard 401(K) Plan-4$745,304$90,151$22,538iApproximate average salary by contribution assumption: employee only about $563,444 at 4% or $375,629 at 6%; with 50% employer match about $375,629 at 4% or $250,419 at 6%; with 100% employer match about $281,722 at 4% or $187,815 at 6%.
201014$685,447$88,914$22,229iApproximate average salary by contribution assumption: employee only about $555,713 at 4% or $370,475 at 6%; with 50% employer match about $370,475 at 4% or $246,983 at 6%; with 100% employer match about $277,856 at 4% or $185,238 at 6%.
Steven M. Thagard 401(K) Plan-4$685,447$88,914$22,229iApproximate average salary by contribution assumption: employee only about $555,713 at 4% or $370,475 at 6%; with 50% employer match about $370,475 at 4% or $246,983 at 6%; with 100% employer match about $277,856 at 4% or $185,238 at 6%.
200915$561,853$93,448$18,690iApproximate average salary by contribution assumption: employee only about $467,240 at 4% or $311,493 at 6%; with 50% employer match about $311,493 at 4% or $207,662 at 6%; with 100% employer match about $233,620 at 4% or $155,747 at 6%.
Steven M. Thagard 401(K) Plan-5$561,853$93,448$18,690iApproximate average salary by contribution assumption: employee only about $467,240 at 4% or $311,493 at 6%; with 50% employer match about $311,493 at 4% or $207,662 at 6%; with 100% employer match about $233,620 at 4% or $155,747 at 6%.
200814$352,421$87,771$21,943iApproximate average salary by contribution assumption: employee only about $548,569 at 4% or $365,713 at 6%; with 50% employer match about $365,713 at 4% or $243,808 at 6%; with 100% employer match about $274,284 at 4% or $182,856 at 6%.
Steven M. Thagard 401(K) Plan-4$352,421$87,771$21,943iApproximate average salary by contribution assumption: employee only about $548,569 at 4% or $365,713 at 6%; with 50% employer match about $365,713 at 4% or $243,808 at 6%; with 100% employer match about $274,284 at 4% or $182,856 at 6%.
200714$0$0-
Steven M. Thagard 401(K) Plan-4---
200613$77,521$75,658$25,219iApproximate average salary by contribution assumption: employee only about $630,483 at 4% or $420,322 at 6%; with 50% employer match about $420,322 at 4% or $280,215 at 6%; with 100% employer match about $315,242 at 4% or $210,161 at 6%.
Steven M. Thagard 401(K) Plan-3$77,521$75,658$25,219iApproximate average salary by contribution assumption: employee only about $630,483 at 4% or $420,322 at 6%; with 50% employer match about $420,322 at 4% or $280,215 at 6%; with 100% employer match about $315,242 at 4% or $210,161 at 6%.