How big is Mark R. Stevens' plan?

Mark R. Stevens' plan reported $220K in assets and 1 participants for 2023.

Original filing (PDF)20240927103838NAL0000984371001

Mark R. Stevens

Name: Mark R. Stevens — Mark R. Stevens 401(k) Profit, Form 5500 (2023)
Creator: Mark R. Stevens
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark R. Stevens 401(k) Profit Sharing Plan

401(k) retirement plan · Mark R. Stevens' Mark R. Stevens 401(k) Profit Sharing Plan held $220K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

Plan identifiers

Mark R. Stevens' EIN is 68-0466555.

EIN 68-0466555

Plan number 001

Plan year 2023

ACK ID 20240927103838NAL0000984371001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mark R. Stevens from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mark R. Stevens' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score