Civic Intelligence

STEPHEN B. MARVIN AGENCY, INC. PROFIT SHARING PLAN

Plan context: Stephen B. Marvin Agency Inc. Profit Sharing Plan

EIN 95-2959354 • Lancaster, CA • 28 filings • 5 plans

43700 N 17th Street WestSuite 101Lancaster, CA 93534
Current Snapshot

Latest Year

2023

2023 Participants

38

2023 Assets

$7,828,244

2023 Contributions

$820,989

Historical Graphs

Total Assets Over Time

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

$7,828,244$3,914,122$0199920142023YearValue
$7,828,244Latest year 2023

Participants Over Time

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

38190199920112023YearValue
38Latest year 2023

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
2023138$7,828,244$820,989$21,605iApproximate average salary by contribution assumption: employee only about $540,124 at 4% or $360,083 at 6%; with 50% employer match about $360,083 at 4% or $240,055 at 6%; with 100% employer match about $270,062 at 4% or $180,041 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-38$7,828,244$820,989$21,605iApproximate average salary by contribution assumption: employee only about $540,124 at 4% or $360,083 at 6%; with 50% employer match about $360,083 at 4% or $240,055 at 6%; with 100% employer match about $270,062 at 4% or $180,041 at 6%.
2022233$6,751,641$622,235$18,856iApproximate average salary by contribution assumption: employee only about $471,390 at 4% or $314,260 at 6%; with 50% employer match about $314,260 at 4% or $209,507 at 6%; with 100% employer match about $235,695 at 4% or $157,130 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-30$6,077,807$263,235$8,775iApproximate average salary by contribution assumption: employee only about $219,363 at 4% or $146,242 at 6%; with 50% employer match about $146,242 at 4% or $97,494 at 6%; with 100% employer match about $109,681 at 4% or $73,121 at 6%.
STEPHEN B. MARVIN AGENCY, INC. CASH BALANCE PLAN-33$673,834$359,000$10,879iApproximate average salary by contribution assumption: employee only about $271,970 at 4% or $181,313 at 6%; with 50% employer match about $181,313 at 4% or $120,875 at 6%; with 100% employer match about $135,985 at 4% or $90,657 at 6%.
2021235$6,804,972$838,699$23,963iApproximate average salary by contribution assumption: employee only about $599,071 at 4% or $399,380 at 6%; with 50% employer match about $399,380 at 4% or $266,254 at 6%; with 100% employer match about $299,535 at 4% or $199,690 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-35$6,483,966$517,693$14,791iApproximate average salary by contribution assumption: employee only about $369,781 at 4% or $246,520 at 6%; with 50% employer match about $246,520 at 4% or $164,347 at 6%; with 100% employer match about $184,890 at 4% or $123,260 at 6%.
STEPHEN B. MARVIN AGENCY, INC. CASH BALANCE PLAN-30$321,006$321,006$10,700iApproximate average salary by contribution assumption: employee only about $267,505 at 4% or $178,337 at 6%; with 50% employer match about $178,337 at 4% or $118,891 at 6%; with 100% employer match about $133,753 at 4% or $89,168 at 6%.
2020130$7,034,092$486,800$16,227iApproximate average salary by contribution assumption: employee only about $405,667 at 4% or $270,444 at 6%; with 50% employer match about $270,444 at 4% or $180,296 at 6%; with 100% employer match about $202,833 at 4% or $135,222 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-30$7,034,092$486,800$16,227iApproximate average salary by contribution assumption: employee only about $405,667 at 4% or $270,444 at 6%; with 50% employer match about $270,444 at 4% or $180,296 at 6%; with 100% employer match about $202,833 at 4% or $135,222 at 6%.
2019127$5,121,971$484,490$17,944iApproximate average salary by contribution assumption: employee only about $448,602 at 4% or $299,068 at 6%; with 50% employer match about $299,068 at 4% or $199,379 at 6%; with 100% employer match about $224,301 at 4% or $149,534 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-27$5,121,971$484,490$17,944iApproximate average salary by contribution assumption: employee only about $448,602 at 4% or $299,068 at 6%; with 50% employer match about $299,068 at 4% or $199,379 at 6%; with 100% employer match about $224,301 at 4% or $149,534 at 6%.
2018127$4,628,071$412,790$15,289iApproximate average salary by contribution assumption: employee only about $382,213 at 4% or $254,809 at 6%; with 50% employer match about $254,809 at 4% or $169,872 at 6%; with 100% employer match about $191,106 at 4% or $127,404 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-27$4,628,071$412,790$15,289iApproximate average salary by contribution assumption: employee only about $382,213 at 4% or $254,809 at 6%; with 50% employer match about $254,809 at 4% or $169,872 at 6%; with 100% employer match about $191,106 at 4% or $127,404 at 6%.
2017128$5,638,257$412,103$14,718iApproximate average salary by contribution assumption: employee only about $367,949 at 4% or $245,299 at 6%; with 50% employer match about $245,299 at 4% or $163,533 at 6%; with 100% employer match about $183,975 at 4% or $122,650 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-28$5,638,257$412,103$14,718iApproximate average salary by contribution assumption: employee only about $367,949 at 4% or $245,299 at 6%; with 50% employer match about $245,299 at 4% or $163,533 at 6%; with 100% employer match about $183,975 at 4% or $122,650 at 6%.
2016128$4,914,479$408,398$14,586iApproximate average salary by contribution assumption: employee only about $364,641 at 4% or $243,094 at 6%; with 50% employer match about $243,094 at 4% or $162,063 at 6%; with 100% employer match about $182,321 at 4% or $121,547 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-28$4,914,479$408,398$14,586iApproximate average salary by contribution assumption: employee only about $364,641 at 4% or $243,094 at 6%; with 50% employer match about $243,094 at 4% or $162,063 at 6%; with 100% employer match about $182,321 at 4% or $121,547 at 6%.
2015125$3,970,971$398,220$15,929iApproximate average salary by contribution assumption: employee only about $398,220 at 4% or $265,480 at 6%; with 50% employer match about $265,480 at 4% or $176,987 at 6%; with 100% employer match about $199,110 at 4% or $132,740 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-25$3,970,971$398,220$15,929iApproximate average salary by contribution assumption: employee only about $398,220 at 4% or $265,480 at 6%; with 50% employer match about $265,480 at 4% or $176,987 at 6%; with 100% employer match about $199,110 at 4% or $132,740 at 6%.
2014127$3,617,390$289,943$10,739iApproximate average salary by contribution assumption: employee only about $268,466 at 4% or $178,977 at 6%; with 50% employer match about $178,977 at 4% or $119,318 at 6%; with 100% employer match about $134,233 at 4% or $89,489 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-27$3,617,390$289,943$10,739iApproximate average salary by contribution assumption: employee only about $268,466 at 4% or $178,977 at 6%; with 50% employer match about $178,977 at 4% or $119,318 at 6%; with 100% employer match about $134,233 at 4% or $89,489 at 6%.
2013124$3,518,078$259,417$10,809iApproximate average salary by contribution assumption: employee only about $270,226 at 4% or $180,151 at 6%; with 50% employer match about $180,151 at 4% or $120,100 at 6%; with 100% employer match about $135,113 at 4% or $90,075 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-24$3,518,078$259,417$10,809iApproximate average salary by contribution assumption: employee only about $270,226 at 4% or $180,151 at 6%; with 50% employer match about $180,151 at 4% or $120,100 at 6%; with 100% employer match about $135,113 at 4% or $90,075 at 6%.
2012127$2,946,735$233,179$8,636iApproximate average salary by contribution assumption: employee only about $215,906 at 4% or $143,938 at 6%; with 50% employer match about $143,938 at 4% or $95,958 at 6%; with 100% employer match about $107,953 at 4% or $71,969 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-27$2,946,735$233,179$8,636iApproximate average salary by contribution assumption: employee only about $215,906 at 4% or $143,938 at 6%; with 50% employer match about $143,938 at 4% or $95,958 at 6%; with 100% employer match about $107,953 at 4% or $71,969 at 6%.
2011124$2,511,854$211,174$8,799iApproximate average salary by contribution assumption: employee only about $219,973 at 4% or $146,649 at 6%; with 50% employer match about $146,649 at 4% or $97,766 at 6%; with 100% employer match about $109,986 at 4% or $73,324 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-24$2,511,854$211,174$8,799iApproximate average salary by contribution assumption: employee only about $219,973 at 4% or $146,649 at 6%; with 50% employer match about $146,649 at 4% or $97,766 at 6%; with 100% employer match about $109,986 at 4% or $73,324 at 6%.
2010122$3,074,745$220,844$10,038iApproximate average salary by contribution assumption: employee only about $250,959 at 4% or $167,306 at 6%; with 50% employer match about $167,306 at 4% or $111,537 at 6%; with 100% employer match about $125,480 at 4% or $83,653 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-22$3,074,745$220,844$10,038iApproximate average salary by contribution assumption: employee only about $250,959 at 4% or $167,306 at 6%; with 50% employer match about $167,306 at 4% or $111,537 at 6%; with 100% employer match about $125,480 at 4% or $83,653 at 6%.
2009122$2,701,466$218,505$9,932iApproximate average salary by contribution assumption: employee only about $248,301 at 4% or $165,534 at 6%; with 50% employer match about $165,534 at 4% or $110,356 at 6%; with 100% employer match about $124,151 at 4% or $82,767 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-22$2,701,466$218,505$9,932iApproximate average salary by contribution assumption: employee only about $248,301 at 4% or $165,534 at 6%; with 50% employer match about $165,534 at 4% or $110,356 at 6%; with 100% employer match about $124,151 at 4% or $82,767 at 6%.
2008122$0$0-
Stephen B. Marvin Agency Inc. Profit Sharing Plan-22---
2007121$0$0-
Stephen B. Marvin Agency Inc. Profit Sharing Plan-21---
2006121$3,708,935$213,818$10,182iApproximate average salary by contribution assumption: employee only about $254,545 at 4% or $169,697 at 6%; with 50% employer match about $169,697 at 4% or $113,131 at 6%; with 100% employer match about $127,273 at 4% or $84,848 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-21$3,708,935$213,818$10,182iApproximate average salary by contribution assumption: employee only about $254,545 at 4% or $169,697 at 6%; with 50% employer match about $169,697 at 4% or $113,131 at 6%; with 100% employer match about $127,273 at 4% or $84,848 at 6%.
2005121$3,023,456$172,893$8,233iApproximate average salary by contribution assumption: employee only about $205,825 at 4% or $137,217 at 6%; with 50% employer match about $137,217 at 4% or $91,478 at 6%; with 100% employer match about $102,913 at 4% or $68,608 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-21$3,023,456$172,893$8,233iApproximate average salary by contribution assumption: employee only about $205,825 at 4% or $137,217 at 6%; with 50% employer match about $137,217 at 4% or $91,478 at 6%; with 100% employer match about $102,913 at 4% or $68,608 at 6%.
2004119$2,784,110$167,947$8,839iApproximate average salary by contribution assumption: employee only about $220,983 at 4% or $147,322 at 6%; with 50% employer match about $147,322 at 4% or $98,215 at 6%; with 100% employer match about $110,491 at 4% or $73,661 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-19$2,784,110$167,947$8,839iApproximate average salary by contribution assumption: employee only about $220,983 at 4% or $147,322 at 6%; with 50% employer match about $147,322 at 4% or $98,215 at 6%; with 100% employer match about $110,491 at 4% or $73,661 at 6%.
2003122$0$0-
Stephen B. Marvin Agency Inc. Profit Sharing Plan-22---
2002217$2,287,962$97,212$5,718iApproximate average salary by contribution assumption: employee only about $142,959 at 4% or $95,306 at 6%; with 50% employer match about $95,306 at 4% or $63,537 at 6%; with 100% employer match about $71,479 at 4% or $47,653 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-17$2,287,962$97,212$5,718iApproximate average salary by contribution assumption: employee only about $142,959 at 4% or $95,306 at 6%; with 50% employer match about $95,306 at 4% or $63,537 at 6%; with 100% employer match about $71,479 at 4% or $47,653 at 6%.
CAFETERIA PLAN-0---
2001114$0$0-
Stephen B. Marvin Agency Inc. Profit Sharing Plan-14---
2000115$0$0-
Stephen B. Marvin Agency Inc. Profit Sharing Plan-15---
1999113$1,768,048$77,703$5,977iApproximate average salary by contribution assumption: employee only about $149,429 at 4% or $99,619 at 6%; with 50% employer match about $99,619 at 4% or $66,413 at 6%; with 100% employer match about $74,714 at 4% or $49,810 at 6%.
Stephen B. Marvin Agency Inc. Profit Sharing Plan-13$1,768,048$77,703$5,977iApproximate average salary by contribution assumption: employee only about $149,429 at 4% or $99,619 at 6%; with 50% employer match about $99,619 at 4% or $66,413 at 6%; with 100% employer match about $74,714 at 4% or $49,810 at 6%.