Civic Intelligence

Stone & Berg Company

Plan context: STONE AND BERG COMPANY, INC. 401(K) PLAN

EIN 04-1874070 • Worcester, MA • 25 filings • 3 plans

239 Mill StreetWorcester, MA 01602
Current Snapshot

Latest Year

2023

2023 Participants

15

2023 Assets

$2,098,561

2023 Contributions

$65,166

Historical Graphs

Total Assets Over Time

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

$2,670,315$1,335,158$0199920142023YearValue
$2,098,561Latest year 2023

Participants Over Time

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

19100199920112023YearValue
15Latest 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
2023115$2,098,561$65,166$4,344iApproximate average salary by contribution assumption: employee only about $108,610 at 4% or $72,407 at 6%; with 50% employer match about $72,407 at 4% or $48,271 at 6%; with 100% employer match about $54,305 at 4% or $36,203 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-15$2,098,561$65,166$4,344iApproximate average salary by contribution assumption: employee only about $108,610 at 4% or $72,407 at 6%; with 50% employer match about $72,407 at 4% or $48,271 at 6%; with 100% employer match about $54,305 at 4% or $36,203 at 6%.
2022114$2,083,483$127,911$9,137iApproximate average salary by contribution assumption: employee only about $228,413 at 4% or $152,275 at 6%; with 50% employer match about $152,275 at 4% or $101,517 at 6%; with 100% employer match about $114,206 at 4% or $76,138 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-14$2,083,483$127,911$9,137iApproximate average salary by contribution assumption: employee only about $228,413 at 4% or $152,275 at 6%; with 50% employer match about $152,275 at 4% or $101,517 at 6%; with 100% employer match about $114,206 at 4% or $76,138 at 6%.
2021118$1,698,297$94,800$5,267iApproximate average salary by contribution assumption: employee only about $131,667 at 4% or $87,778 at 6%; with 50% employer match about $87,778 at 4% or $58,519 at 6%; with 100% employer match about $65,833 at 4% or $43,889 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-18$1,698,297$94,800$5,267iApproximate average salary by contribution assumption: employee only about $131,667 at 4% or $87,778 at 6%; with 50% employer match about $87,778 at 4% or $58,519 at 6%; with 100% employer match about $65,833 at 4% or $43,889 at 6%.
2020117$2,670,315$74,324$4,372iApproximate average salary by contribution assumption: employee only about $109,300 at 4% or $72,867 at 6%; with 50% employer match about $72,867 at 4% or $48,578 at 6%; with 100% employer match about $54,650 at 4% or $36,433 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-17$2,670,315$74,324$4,372iApproximate average salary by contribution assumption: employee only about $109,300 at 4% or $72,867 at 6%; with 50% employer match about $72,867 at 4% or $48,578 at 6%; with 100% employer match about $54,650 at 4% or $36,433 at 6%.
2019115$2,083,342$17,132$1,142iApproximate average salary by contribution assumption: employee only about $28,553 at 4% or $19,036 at 6%; with 50% employer match about $19,036 at 4% or $12,690 at 6%; with 100% employer match about $14,277 at 4% or $9,518 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-15$2,083,342$17,132$1,142iApproximate average salary by contribution assumption: employee only about $28,553 at 4% or $19,036 at 6%; with 50% employer match about $19,036 at 4% or $12,690 at 6%; with 100% employer match about $14,277 at 4% or $9,518 at 6%.
2018116$1,717,381$89,540$5,596iApproximate average salary by contribution assumption: employee only about $139,906 at 4% or $93,271 at 6%; with 50% employer match about $93,271 at 4% or $62,181 at 6%; with 100% employer match about $69,953 at 4% or $46,635 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-16$1,717,381$89,540$5,596iApproximate average salary by contribution assumption: employee only about $139,906 at 4% or $93,271 at 6%; with 50% employer match about $93,271 at 4% or $62,181 at 6%; with 100% employer match about $69,953 at 4% or $46,635 at 6%.
2017117$1,619,677$82,740$4,867iApproximate average salary by contribution assumption: employee only about $121,676 at 4% or $81,118 at 6%; with 50% employer match about $81,118 at 4% or $54,078 at 6%; with 100% employer match about $60,838 at 4% or $40,559 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-17$1,619,677$82,740$4,867iApproximate average salary by contribution assumption: employee only about $121,676 at 4% or $81,118 at 6%; with 50% employer match about $81,118 at 4% or $54,078 at 6%; with 100% employer match about $60,838 at 4% or $40,559 at 6%.
2016116$1,387,587$90,712$5,670iApproximate average salary by contribution assumption: employee only about $141,738 at 4% or $94,492 at 6%; with 50% employer match about $94,492 at 4% or $62,994 at 6%; with 100% employer match about $70,869 at 4% or $47,246 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-16$1,387,587$90,712$5,670iApproximate average salary by contribution assumption: employee only about $141,738 at 4% or $94,492 at 6%; with 50% employer match about $94,492 at 4% or $62,994 at 6%; with 100% employer match about $70,869 at 4% or $47,246 at 6%.
2015116$1,477,305$106,484$6,655iApproximate average salary by contribution assumption: employee only about $166,381 at 4% or $110,921 at 6%; with 50% employer match about $110,921 at 4% or $73,947 at 6%; with 100% employer match about $83,191 at 4% or $55,460 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-16$1,477,305$106,484$6,655iApproximate average salary by contribution assumption: employee only about $166,381 at 4% or $110,921 at 6%; with 50% employer match about $110,921 at 4% or $73,947 at 6%; with 100% employer match about $83,191 at 4% or $55,460 at 6%.
2014117$1,269,537$89,968$5,292iApproximate average salary by contribution assumption: employee only about $132,306 at 4% or $88,204 at 6%; with 50% employer match about $88,204 at 4% or $58,803 at 6%; with 100% employer match about $66,153 at 4% or $44,102 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-17$1,269,537$89,968$5,292iApproximate average salary by contribution assumption: employee only about $132,306 at 4% or $88,204 at 6%; with 50% employer match about $88,204 at 4% or $58,803 at 6%; with 100% employer match about $66,153 at 4% or $44,102 at 6%.
2013117$1,221,882$104,808$6,165iApproximate average salary by contribution assumption: employee only about $154,129 at 4% or $102,753 at 6%; with 50% employer match about $102,753 at 4% or $68,502 at 6%; with 100% employer match about $77,065 at 4% or $51,376 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-17$1,221,882$104,808$6,165iApproximate average salary by contribution assumption: employee only about $154,129 at 4% or $102,753 at 6%; with 50% employer match about $102,753 at 4% or $68,502 at 6%; with 100% employer match about $77,065 at 4% or $51,376 at 6%.
2012119$1,454,842$101,033$5,318iApproximate average salary by contribution assumption: employee only about $132,938 at 4% or $88,625 at 6%; with 50% employer match about $88,625 at 4% or $59,084 at 6%; with 100% employer match about $66,469 at 4% or $44,313 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-19$1,454,842$101,033$5,318iApproximate average salary by contribution assumption: employee only about $132,938 at 4% or $88,625 at 6%; with 50% employer match about $88,625 at 4% or $59,084 at 6%; with 100% employer match about $66,469 at 4% or $44,313 at 6%.
2011118$1,181,775$71,624$3,979iApproximate average salary by contribution assumption: employee only about $99,478 at 4% or $66,319 at 6%; with 50% employer match about $66,319 at 4% or $44,212 at 6%; with 100% employer match about $49,739 at 4% or $33,159 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-18$1,181,775$71,624$3,979iApproximate average salary by contribution assumption: employee only about $99,478 at 4% or $66,319 at 6%; with 50% employer match about $66,319 at 4% or $44,212 at 6%; with 100% employer match about $49,739 at 4% or $33,159 at 6%.
2010118$1,092,770$68,621$3,812iApproximate average salary by contribution assumption: employee only about $95,307 at 4% or $63,538 at 6%; with 50% employer match about $63,538 at 4% or $42,359 at 6%; with 100% employer match about $47,653 at 4% or $31,769 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-18$1,092,770$68,621$3,812iApproximate average salary by contribution assumption: employee only about $95,307 at 4% or $63,538 at 6%; with 50% employer match about $63,538 at 4% or $42,359 at 6%; with 100% employer match about $47,653 at 4% or $31,769 at 6%.
2009118$1,088,617$25,561$1,420iApproximate average salary by contribution assumption: employee only about $35,501 at 4% or $23,668 at 6%; with 50% employer match about $23,668 at 4% or $15,778 at 6%; with 100% employer match about $17,751 at 4% or $11,834 at 6%.
STONE AND BERG COMPANY, INC. 401(K) PLAN-18$1,088,617$25,561$1,420iApproximate average salary by contribution assumption: employee only about $35,501 at 4% or $23,668 at 6%; with 50% employer match about $23,668 at 4% or $15,778 at 6%; with 100% employer match about $17,751 at 4% or $11,834 at 6%.
2008116$0$0-
STONE & BERG COMPANY, INC. 401K PLAN-16---
2007116$0$0-
STONE & BERG COMPANY, INC. 401K PLAN-16---
2006116$0$0-
STONE & BERG COMPANY, INC. 401K PLAN-16---
2005115$1,030,144$88,687$5,912iApproximate average salary by contribution assumption: employee only about $147,812 at 4% or $98,541 at 6%; with 50% employer match about $98,541 at 4% or $65,694 at 6%; with 100% employer match about $73,906 at 4% or $49,271 at 6%.
STONE & BERG COMPANY, INC. 401K PLAN-15$1,030,144$88,687$5,912iApproximate average salary by contribution assumption: employee only about $147,812 at 4% or $98,541 at 6%; with 50% employer match about $98,541 at 4% or $65,694 at 6%; with 100% employer match about $73,906 at 4% or $49,271 at 6%.
2004114$936,745$89,001$6,357iApproximate average salary by contribution assumption: employee only about $158,930 at 4% or $105,954 at 6%; with 50% employer match about $105,954 at 4% or $70,636 at 6%; with 100% employer match about $79,465 at 4% or $52,977 at 6%.
STONE & BERG COMPANY, INC. 401K PLAN-14$936,745$89,001$6,357iApproximate average salary by contribution assumption: employee only about $158,930 at 4% or $105,954 at 6%; with 50% employer match about $105,954 at 4% or $70,636 at 6%; with 100% employer match about $79,465 at 4% or $52,977 at 6%.
2003116$0$0-
STONE & BERG COMPANY, INC. 401K PLAN-16---
2002117$519,401$17,857$1,050iApproximate average salary by contribution assumption: employee only about $26,260 at 4% or $17,507 at 6%; with 50% employer match about $17,507 at 4% or $11,671 at 6%; with 100% employer match about $13,130 at 4% or $8,753 at 6%.
STONE & BERG COMPANY, INC. 401K PLAN-17$519,401$17,857$1,050iApproximate average salary by contribution assumption: employee only about $26,260 at 4% or $17,507 at 6%; with 50% employer match about $17,507 at 4% or $11,671 at 6%; with 100% employer match about $13,130 at 4% or $8,753 at 6%.
2001119$0$0-
Stone & Berg Company 401K Plan-19---
2000119$522,363$97,931$5,154iApproximate average salary by contribution assumption: employee only about $128,857 at 4% or $85,904 at 6%; with 50% employer match about $85,904 at 4% or $57,270 at 6%; with 100% employer match about $64,428 at 4% or $42,952 at 6%.
Stone & Berg Company 401K Plan-19$522,363$97,931$5,154iApproximate average salary by contribution assumption: employee only about $128,857 at 4% or $85,904 at 6%; with 50% employer match about $85,904 at 4% or $57,270 at 6%; with 100% employer match about $64,428 at 4% or $42,952 at 6%.
1999118$572,309$91,068$5,059iApproximate average salary by contribution assumption: employee only about $126,483 at 4% or $84,322 at 6%; with 50% employer match about $84,322 at 4% or $56,215 at 6%; with 100% employer match about $63,242 at 4% or $42,161 at 6%.
Stone & Berg Company 401K Plan-18$572,309$91,068$5,059iApproximate average salary by contribution assumption: employee only about $126,483 at 4% or $84,322 at 6%; with 50% employer match about $84,322 at 4% or $56,215 at 6%; with 100% employer match about $63,242 at 4% or $42,161 at 6%.