Mark R. Stevens
Plan context: Mark R. Stevens 401(K) Profit Sharing Plan
EIN 68-0466555 • Sebastopol, CA • 9 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$219,757
2023 Contributions
$37,277
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $219,757 | $0 | - |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 1 | $219,757 | $0 | - |
| 2022 | 1 | 3 | $144,468 | $37,277 | $12,426iApproximate average salary by contribution assumption: employee only about $310,642 at 4% or $207,094 at 6%; with 50% employer match about $207,094 at 4% or $138,063 at 6%; with 100% employer match about $155,321 at 4% or $103,547 at 6%. |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 3 | $144,468 | $37,277 | $12,426iApproximate average salary by contribution assumption: employee only about $310,642 at 4% or $207,094 at 6%; with 50% employer match about $207,094 at 4% or $138,063 at 6%; with 100% employer match about $155,321 at 4% or $103,547 at 6%. |
| 2021 | 1 | 2 | $229,559 | $64,500 | $32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%. |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 2 | $229,559 | $64,500 | $32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%. |
| 2020 | 1 | 2 | $123,313 | $66,954 | $33,477iApproximate average salary by contribution assumption: employee only about $836,925 at 4% or $557,950 at 6%; with 50% employer match about $557,950 at 4% or $371,967 at 6%; with 100% employer match about $418,463 at 4% or $278,975 at 6%. |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 2 | $123,313 | $66,954 | $33,477iApproximate average salary by contribution assumption: employee only about $836,925 at 4% or $557,950 at 6%; with 50% employer match about $557,950 at 4% or $371,967 at 6%; with 100% employer match about $418,463 at 4% or $278,975 at 6%. |
| 2019 | 1 | 3 | $63,452 | $25,975 | $8,658iApproximate average salary by contribution assumption: employee only about $216,458 at 4% or $144,306 at 6%; with 50% employer match about $144,306 at 4% or $96,204 at 6%; with 100% employer match about $108,229 at 4% or $72,153 at 6%. |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 3 | $63,452 | $25,975 | $8,658iApproximate average salary by contribution assumption: employee only about $216,458 at 4% or $144,306 at 6%; with 50% employer match about $144,306 at 4% or $96,204 at 6%; with 100% employer match about $108,229 at 4% or $72,153 at 6%. |
| 2018 | 1 | 3 | $38,287 | $689 | $230iApproximate average salary by contribution assumption: employee only about $5,742 at 4% or $3,828 at 6%; with 50% employer match about $3,828 at 4% or $2,552 at 6%; with 100% employer match about $2,871 at 4% or $1,914 at 6%. |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 3 | $38,287 | $689 | $230iApproximate average salary by contribution assumption: employee only about $5,742 at 4% or $3,828 at 6%; with 50% employer match about $3,828 at 4% or $2,552 at 6%; with 100% employer match about $2,871 at 4% or $1,914 at 6%. |
| 2017 | 1 | 3 | $41,429 | $27,338 | $9,113iApproximate average salary by contribution assumption: employee only about $227,817 at 4% or $151,878 at 6%; with 50% employer match about $151,878 at 4% or $101,252 at 6%; with 100% employer match about $113,908 at 4% or $75,939 at 6%. |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 3 | $41,429 | $27,338 | $9,113iApproximate average salary by contribution assumption: employee only about $227,817 at 4% or $151,878 at 6%; with 50% employer match about $151,878 at 4% or $101,252 at 6%; with 100% employer match about $113,908 at 4% or $75,939 at 6%. |
| 2016 | 1 | 3 | $13,156 | $3,462 | $1,154iApproximate average salary by contribution assumption: employee only about $28,850 at 4% or $19,233 at 6%; with 50% employer match about $19,233 at 4% or $12,822 at 6%; with 100% employer match about $14,425 at 4% or $9,617 at 6%. |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 3 | $13,156 | $3,462 | $1,154iApproximate average salary by contribution assumption: employee only about $28,850 at 4% or $19,233 at 6%; with 50% employer match about $19,233 at 4% or $12,822 at 6%; with 100% employer match about $14,425 at 4% or $9,617 at 6%. |
| 2015 | 1 | 3 | $9,478 | $9,478 | $3,159iApproximate average salary by contribution assumption: employee only about $78,983 at 4% or $52,656 at 6%; with 50% employer match about $52,656 at 4% or $35,104 at 6%; with 100% employer match about $39,492 at 4% or $26,328 at 6%. |
| Mark R. Stevens 401(K) Profit Sharing Plan | - | 3 | $9,478 | $9,478 | $3,159iApproximate average salary by contribution assumption: employee only about $78,983 at 4% or $52,656 at 6%; with 50% employer match about $52,656 at 4% or $35,104 at 6%; with 100% employer match about $39,492 at 4% or $26,328 at 6%. |