Civic Intelligence

Stephen Carver, O.D. PC.

Plan context: Stephen Carver, O.D. PC. Retirement Plan

EIN 85-0470455 • Santa Fe, NM • 8 filings • 1 plans

2008 St. Michaels DriveSuite ASanta Fe, NM 87505
Current Snapshot

Latest Year

2010

2010 Participants

8

2010 Assets

$370,138

2010 Contributions

$62,867

Historical Graphs

Total Assets Over Time

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

$370,138$185,069$0200320062009YearValue
$370,138Latest year 2009

Participants Over Time

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

840200320062009YearValue
8Latest year 2009

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
201010$0$62,867-
Stephen Carver, O.D. PC. Retirement Plan-0$0$62,867-
200918$370,138$66,363$8,295iApproximate average salary by contribution assumption: employee only about $207,384 at 4% or $138,256 at 6%; with 50% employer match about $138,256 at 4% or $92,171 at 6%; with 100% employer match about $103,692 at 4% or $69,128 at 6%.
Stephen Carver, O.D. PC. Retirement Plan-8$370,138$66,363$8,295iApproximate average salary by contribution assumption: employee only about $207,384 at 4% or $138,256 at 6%; with 50% employer match about $138,256 at 4% or $92,171 at 6%; with 100% employer match about $103,692 at 4% or $69,128 at 6%.
200816$249,782$63,619$10,603iApproximate average salary by contribution assumption: employee only about $265,079 at 4% or $176,719 at 6%; with 50% employer match about $176,719 at 4% or $117,813 at 6%; with 100% employer match about $132,540 at 4% or $88,360 at 6%.
Stephen Carver, O.D. PC. Retirement Plan-6$249,782$63,619$10,603iApproximate average salary by contribution assumption: employee only about $265,079 at 4% or $176,719 at 6%; with 50% employer match about $176,719 at 4% or $117,813 at 6%; with 100% employer match about $132,540 at 4% or $88,360 at 6%.
200716$0$0-
Stephen Carver, O.D. PC. Retirement Plan-6---
200616$298,404$83,905$13,984iApproximate average salary by contribution assumption: employee only about $349,604 at 4% or $233,069 at 6%; with 50% employer match about $233,069 at 4% or $155,380 at 6%; with 100% employer match about $174,802 at 4% or $116,535 at 6%.
Stephen Carver, O.D. PC. Retirement Plan-6$298,404$83,905$13,984iApproximate average salary by contribution assumption: employee only about $349,604 at 4% or $233,069 at 6%; with 50% employer match about $233,069 at 4% or $155,380 at 6%; with 100% employer match about $174,802 at 4% or $116,535 at 6%.
200517$193,287$80,545$11,506iApproximate average salary by contribution assumption: employee only about $287,661 at 4% or $191,774 at 6%; with 50% employer match about $191,774 at 4% or $127,849 at 6%; with 100% employer match about $143,830 at 4% or $95,887 at 6%.
Stephen Carver, O.D. PC. Retirement Plan-7$193,287$80,545$11,506iApproximate average salary by contribution assumption: employee only about $287,661 at 4% or $191,774 at 6%; with 50% employer match about $191,774 at 4% or $127,849 at 6%; with 100% employer match about $143,830 at 4% or $95,887 at 6%.
200413$97,647$49,703$16,568iApproximate average salary by contribution assumption: employee only about $414,192 at 4% or $276,128 at 6%; with 50% employer match about $276,128 at 4% or $184,085 at 6%; with 100% employer match about $207,096 at 4% or $138,064 at 6%.
Stephen Carver, O.D. PC. Retirement Plan-3$97,647$49,703$16,568iApproximate average salary by contribution assumption: employee only about $414,192 at 4% or $276,128 at 6%; with 50% employer match about $276,128 at 4% or $184,085 at 6%; with 100% employer match about $207,096 at 4% or $138,064 at 6%.
200314$42,652$41,720$10,430iApproximate average salary by contribution assumption: employee only about $260,750 at 4% or $173,833 at 6%; with 50% employer match about $173,833 at 4% or $115,889 at 6%; with 100% employer match about $130,375 at 4% or $86,917 at 6%.
Stephen Carver, O.D. PC. Retirement Plan-4$42,652$41,720$10,430iApproximate average salary by contribution assumption: employee only about $260,750 at 4% or $173,833 at 6%; with 50% employer match about $173,833 at 4% or $115,889 at 6%; with 100% employer match about $130,375 at 4% or $86,917 at 6%.