Thomas D Stevens
Plan context: Thomas D Stevens Prototype Retirement Plan & Custodial Account
EIN 84-0706322 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
3
2003 Assets
$573,909
2003 Contributions
$14,806
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $14,806 | - |
| Thomas D Stevens Prototype Retirement Plan & Custodial Account | - | 0 | - | $14,806 | - |
| 2002 | 1 | 3 | $573,909 | $14,192 | $4,731iApproximate average salary by contribution assumption: employee only about $118,267 at 4% or $78,844 at 6%; with 50% employer match about $78,844 at 4% or $52,563 at 6%; with 100% employer match about $59,133 at 4% or $39,422 at 6%. |
| Thomas D Stevens Prototype Retirement Plan & Custodial Account | - | 3 | $573,909 | $14,192 | $4,731iApproximate average salary by contribution assumption: employee only about $118,267 at 4% or $78,844 at 6%; with 50% employer match about $78,844 at 4% or $52,563 at 6%; with 100% employer match about $59,133 at 4% or $39,422 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Thomas D Stevens Prototype Retirement Plan & Custodial Account | - | 3 | - | - | - |
| 2000 | 1 | 3 | $729,787 | $15,786 | $5,262iApproximate average salary by contribution assumption: employee only about $131,550 at 4% or $87,700 at 6%; with 50% employer match about $87,700 at 4% or $58,467 at 6%; with 100% employer match about $65,775 at 4% or $43,850 at 6%. |
| Thomas D Stevens Prototype Retirement Plan & Custodial Account | - | 3 | $729,787 | $15,786 | $5,262iApproximate average salary by contribution assumption: employee only about $131,550 at 4% or $87,700 at 6%; with 50% employer match about $87,700 at 4% or $58,467 at 6%; with 100% employer match about $65,775 at 4% or $43,850 at 6%. |
| 1999 | 1 | 4 | $776,696 | $15,466 | $3,867iApproximate average salary by contribution assumption: employee only about $96,663 at 4% or $64,442 at 6%; with 50% employer match about $64,442 at 4% or $42,961 at 6%; with 100% employer match about $48,331 at 4% or $32,221 at 6%. |
| Thomas D Stevens Prototype Retirement Plan & Custodial Account | - | 4 | $776,696 | $15,466 | $3,867iApproximate average salary by contribution assumption: employee only about $96,663 at 4% or $64,442 at 6%; with 50% employer match about $64,442 at 4% or $42,961 at 6%; with 100% employer match about $48,331 at 4% or $32,221 at 6%. |