The Stephens Agency Inc.
Plan context: The Stephens Agency Inc. 401(K) Plan
EIN 01-0626808 • Albany, NY • 7 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
1
2010 Assets
$188,319
2010 Contributions
$60,875
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| The Stephens Agency Inc. 401(K) Plan | - | 0 | $0 | $0 | - |
| 2009 | 1 | 1 | $188,319 | $0 | - |
| The Stephens Agency Inc. 401(K) Plan | - | 1 | $188,319 | $0 | - |
| 2008 | 1 | 4 | $254,877 | $60,875 | $15,219iApproximate average salary by contribution assumption: employee only about $380,469 at 4% or $253,646 at 6%; with 50% employer match about $253,646 at 4% or $169,097 at 6%; with 100% employer match about $190,234 at 4% or $126,823 at 6%. |
| The Stephens Agency Inc. 401(K) Plan | - | 4 | $254,877 | $60,875 | $15,219iApproximate average salary by contribution assumption: employee only about $380,469 at 4% or $253,646 at 6%; with 50% employer match about $253,646 at 4% or $169,097 at 6%; with 100% employer match about $190,234 at 4% or $126,823 at 6%. |
| 2007 | 1 | 4 | $310,371 | $69,650 | $17,413iApproximate average salary by contribution assumption: employee only about $435,313 at 4% or $290,208 at 6%; with 50% employer match about $290,208 at 4% or $193,472 at 6%; with 100% employer match about $217,656 at 4% or $145,104 at 6%. |
| The Stephens Agency Inc. 401(K) Plan | - | 4 | $310,371 | $69,650 | $17,413iApproximate average salary by contribution assumption: employee only about $435,313 at 4% or $290,208 at 6%; with 50% employer match about $290,208 at 4% or $193,472 at 6%; with 100% employer match about $217,656 at 4% or $145,104 at 6%. |
| 2006 | 1 | 5 | $214,151 | $69,539 | $13,908iApproximate average salary by contribution assumption: employee only about $347,695 at 4% or $231,797 at 6%; with 50% employer match about $231,797 at 4% or $154,531 at 6%; with 100% employer match about $173,848 at 4% or $115,898 at 6%. |
| The Stephens Agency Inc. 401(K) Plan | - | 5 | $214,151 | $69,539 | $13,908iApproximate average salary by contribution assumption: employee only about $347,695 at 4% or $231,797 at 6%; with 50% employer match about $231,797 at 4% or $154,531 at 6%; with 100% employer match about $173,848 at 4% or $115,898 at 6%. |
| 2005 | 1 | 5 | $128,462 | $61,890 | $12,378iApproximate average salary by contribution assumption: employee only about $309,450 at 4% or $206,300 at 6%; with 50% employer match about $206,300 at 4% or $137,533 at 6%; with 100% employer match about $154,725 at 4% or $103,150 at 6%. |
| The Stephens Agency Inc. 401(K) Plan | - | 5 | $128,462 | $61,890 | $12,378iApproximate average salary by contribution assumption: employee only about $309,450 at 4% or $206,300 at 6%; with 50% employer match about $206,300 at 4% or $137,533 at 6%; with 100% employer match about $154,725 at 4% or $103,150 at 6%. |
| 2004 | 1 | 5 | $60,459 | $60,459 | $12,092iApproximate average salary by contribution assumption: employee only about $302,295 at 4% or $201,530 at 6%; with 50% employer match about $201,530 at 4% or $134,353 at 6%; with 100% employer match about $151,148 at 4% or $100,765 at 6%. |
| The Stephens Agency Inc. 401(K) Plan | - | 5 | $60,459 | $60,459 | $12,092iApproximate average salary by contribution assumption: employee only about $302,295 at 4% or $201,530 at 6%; with 50% employer match about $201,530 at 4% or $134,353 at 6%; with 100% employer match about $151,148 at 4% or $100,765 at 6%. |