Civic Intelligence

Mary a. Stephens, Pa

Plan context: Mary a. Stephens, Pa 401K Plan

EIN 59-3625240 • Santa Rosa Beach, FL • 8 filings • 2 plans

4045 W. County Hwy 30-a Unit 403Santa Rosa Beach, FL 32549
Current Snapshot

Latest Year

2011

2011 Participants

3

2011 Assets

$377,026

2011 Contributions

$26,085

Historical Graphs

Total Assets Over Time

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

$377,026$188,513$0200420072010YearValue
$377,026Latest year 2010

Participants Over Time

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

320200420072010YearValue
3Latest year 2010

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
201110$0$0-
Mary a. Stephens, Pa 401K Plan-0$0$0-
201013$377,026$26,085$8,695iApproximate average salary by contribution assumption: employee only about $217,375 at 4% or $144,917 at 6%; with 50% employer match about $144,917 at 4% or $96,611 at 6%; with 100% employer match about $108,688 at 4% or $72,458 at 6%.
Mary a. Stephens, Pa 401K Plan-3$377,026$26,085$8,695iApproximate average salary by contribution assumption: employee only about $217,375 at 4% or $144,917 at 6%; with 50% employer match about $144,917 at 4% or $96,611 at 6%; with 100% employer match about $108,688 at 4% or $72,458 at 6%.
200913$319,487$32,114$10,705iApproximate average salary by contribution assumption: employee only about $267,617 at 4% or $178,411 at 6%; with 50% employer match about $178,411 at 4% or $118,941 at 6%; with 100% employer match about $133,808 at 4% or $89,206 at 6%.
Mary a. Stephens, Pa 401K Plan-3$319,487$32,114$10,705iApproximate average salary by contribution assumption: employee only about $267,617 at 4% or $178,411 at 6%; with 50% employer match about $178,411 at 4% or $118,941 at 6%; with 100% employer match about $133,808 at 4% or $89,206 at 6%.
200813$283,697$49,065$16,355iApproximate average salary by contribution assumption: employee only about $408,875 at 4% or $272,583 at 6%; with 50% employer match about $272,583 at 4% or $181,722 at 6%; with 100% employer match about $204,438 at 4% or $136,292 at 6%.
Mary a. Stephens, Pa 401K Plan-3$283,697$49,065$16,355iApproximate average salary by contribution assumption: employee only about $408,875 at 4% or $272,583 at 6%; with 50% employer match about $272,583 at 4% or $181,722 at 6%; with 100% employer match about $204,438 at 4% or $136,292 at 6%.
200713$332,055$38,348$12,783iApproximate average salary by contribution assumption: employee only about $319,567 at 4% or $213,044 at 6%; with 50% employer match about $213,044 at 4% or $142,030 at 6%; with 100% employer match about $159,783 at 4% or $106,522 at 6%.
Mary a. Stephens, Pa 401K Plan-3$332,055$38,348$12,783iApproximate average salary by contribution assumption: employee only about $319,567 at 4% or $213,044 at 6%; with 50% employer match about $213,044 at 4% or $142,030 at 6%; with 100% employer match about $159,783 at 4% or $106,522 at 6%.
200611$273,248$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Mary a. Stephens, Pa 401K Plan-1$273,248$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200511$202,264$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Mary a. Stephens, Pa 401K Plan-1$202,264$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200411$144,953$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Mary a. Stephens, Pa 401K Plan-1$144,953$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.