Civic Intelligence

Mortenson, Stevens Co., P.C.

Plan context: Mortenson, Stevens Co. PC. 401K Retirement Plan

EIN 83-0291462 • 15 filings • 7 plans

Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$725,459

2013 Contributions

$8,597

Historical Graphs

Total Assets Over Time

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

$725,459$362,730$0199920062012YearValue
$725,459Latest year 2012

Participants Over Time

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

740199920062012YearValue
7Latest year 2012

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
201310$0$8,597-
Mortenson, Stevens Co. PC. 401K Retirement Plan-0-$8,597-
201217$725,459$58,227$8,318iApproximate average salary by contribution assumption: employee only about $207,954 at 4% or $138,636 at 6%; with 50% employer match about $138,636 at 4% or $92,424 at 6%; with 100% employer match about $103,977 at 4% or $69,318 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-7$725,459$58,227$8,318iApproximate average salary by contribution assumption: employee only about $207,954 at 4% or $138,636 at 6%; with 50% employer match about $138,636 at 4% or $92,424 at 6%; with 100% employer match about $103,977 at 4% or $69,318 at 6%.
201116$602,260$60,319$10,053iApproximate average salary by contribution assumption: employee only about $251,329 at 4% or $167,553 at 6%; with 50% employer match about $167,553 at 4% or $111,702 at 6%; with 100% employer match about $125,665 at 4% or $83,776 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-6$602,260$60,319$10,053iApproximate average salary by contribution assumption: employee only about $251,329 at 4% or $167,553 at 6%; with 50% employer match about $167,553 at 4% or $111,702 at 6%; with 100% employer match about $125,665 at 4% or $83,776 at 6%.
201014$565,802$52,317$13,079iApproximate average salary by contribution assumption: employee only about $326,981 at 4% or $217,988 at 6%; with 50% employer match about $217,988 at 4% or $145,325 at 6%; with 100% employer match about $163,491 at 4% or $108,994 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-4$565,802$52,317$13,079iApproximate average salary by contribution assumption: employee only about $326,981 at 4% or $217,988 at 6%; with 50% employer match about $217,988 at 4% or $145,325 at 6%; with 100% employer match about $163,491 at 4% or $108,994 at 6%.
200916$450,601$57,529$9,588iApproximate average salary by contribution assumption: employee only about $239,704 at 4% or $159,803 at 6%; with 50% employer match about $159,803 at 4% or $106,535 at 6%; with 100% employer match about $119,852 at 4% or $79,901 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-6$450,601$57,529$9,588iApproximate average salary by contribution assumption: employee only about $239,704 at 4% or $159,803 at 6%; with 50% employer match about $159,803 at 4% or $106,535 at 6%; with 100% employer match about $119,852 at 4% or $79,901 at 6%.
200814$315,206$57,134$14,284iApproximate average salary by contribution assumption: employee only about $357,088 at 4% or $238,058 at 6%; with 50% employer match about $238,058 at 4% or $158,706 at 6%; with 100% employer match about $178,544 at 4% or $119,029 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-4$315,206$57,134$14,284iApproximate average salary by contribution assumption: employee only about $357,088 at 4% or $238,058 at 6%; with 50% employer match about $238,058 at 4% or $158,706 at 6%; with 100% employer match about $178,544 at 4% or $119,029 at 6%.
200714$429,465$49,624$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-4$429,465$49,624$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
200616$338,910$44,821$7,470iApproximate average salary by contribution assumption: employee only about $186,754 at 4% or $124,503 at 6%; with 50% employer match about $124,503 at 4% or $83,002 at 6%; with 100% employer match about $93,377 at 4% or $62,251 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-6$338,910$44,821$7,470iApproximate average salary by contribution assumption: employee only about $186,754 at 4% or $124,503 at 6%; with 50% employer match about $124,503 at 4% or $83,002 at 6%; with 100% employer match about $93,377 at 4% or $62,251 at 6%.
200516$275,881$40,503$6,751iApproximate average salary by contribution assumption: employee only about $168,763 at 4% or $112,508 at 6%; with 50% employer match about $112,508 at 4% or $75,006 at 6%; with 100% employer match about $84,381 at 4% or $56,254 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-6$275,881$40,503$6,751iApproximate average salary by contribution assumption: employee only about $168,763 at 4% or $112,508 at 6%; with 50% employer match about $112,508 at 4% or $75,006 at 6%; with 100% employer match about $84,381 at 4% or $56,254 at 6%.
200417$220,865$40,869$5,838iApproximate average salary by contribution assumption: employee only about $145,961 at 4% or $97,307 at 6%; with 50% employer match about $97,307 at 4% or $64,871 at 6%; with 100% employer match about $72,980 at 4% or $48,654 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-7$220,865$40,869$5,838iApproximate average salary by contribution assumption: employee only about $145,961 at 4% or $97,307 at 6%; with 50% employer match about $97,307 at 4% or $64,871 at 6%; with 100% employer match about $72,980 at 4% or $48,654 at 6%.
200315$253,768$46,513$9,303iApproximate average salary by contribution assumption: employee only about $232,565 at 4% or $155,043 at 6%; with 50% employer match about $155,043 at 4% or $103,362 at 6%; with 100% employer match about $116,283 at 4% or $77,522 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-5$253,768$46,513$9,303iApproximate average salary by contribution assumption: employee only about $232,565 at 4% or $155,043 at 6%; with 50% employer match about $155,043 at 4% or $103,362 at 6%; with 100% employer match about $116,283 at 4% or $77,522 at 6%.
200215$157,257$37,193$7,439iApproximate average salary by contribution assumption: employee only about $185,965 at 4% or $123,977 at 6%; with 50% employer match about $123,977 at 4% or $82,651 at 6%; with 100% employer match about $92,983 at 4% or $61,988 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-5$157,257$37,193$7,439iApproximate average salary by contribution assumption: employee only about $185,965 at 4% or $123,977 at 6%; with 50% employer match about $123,977 at 4% or $82,651 at 6%; with 100% employer match about $92,983 at 4% or $61,988 at 6%.
200114$0$0-
Mortenson, Stevens Co. PC. 401K Retirement Plan-4---
200014$182,981$36,268$9,067iApproximate average salary by contribution assumption: employee only about $226,675 at 4% or $151,117 at 6%; with 50% employer match about $151,117 at 4% or $100,744 at 6%; with 100% employer match about $113,338 at 4% or $75,558 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-4$182,981$36,268$9,067iApproximate average salary by contribution assumption: employee only about $226,675 at 4% or $151,117 at 6%; with 50% employer match about $151,117 at 4% or $100,744 at 6%; with 100% employer match about $113,338 at 4% or $75,558 at 6%.
199915$240,562$36,954$7,391iApproximate average salary by contribution assumption: employee only about $184,770 at 4% or $123,180 at 6%; with 50% employer match about $123,180 at 4% or $82,120 at 6%; with 100% employer match about $92,385 at 4% or $61,590 at 6%.
Mortenson, Stevens Co. PC. 401K Retirement Plan-5$240,562$36,954$7,391iApproximate average salary by contribution assumption: employee only about $184,770 at 4% or $123,180 at 6%; with 50% employer match about $123,180 at 4% or $82,120 at 6%; with 100% employer match about $92,385 at 4% or $61,590 at 6%.