Civic Intelligence

Edward R. Stephen Co. Inc.

Plan context: Edward R Stephen Co Inc 401(K) Profit Sharing Plan

EIN 04-2148287 • Billerica, MA • 19 filings • 4 plans

10 Dunham RoadBillerica, MA 01821
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$764,980

2016 Contributions

$2,984

Historical Graphs

Total Assets Over Time

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

$800,627$400,314$0199920092015YearValue
$764,980Latest year 2015

Participants Over Time

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

1050199920072015YearValue
5Latest year 2015

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
201610$0$0-
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-0$0--
201515$764,980$0-
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-5$764,980--
201415$800,627$0-
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-5$800,627--
201315$783,034$0-
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-5$783,034--
201216$732,649$2,984$497iApproximate average salary by contribution assumption: employee only about $12,433 at 4% or $8,289 at 6%; with 50% employer match about $8,289 at 4% or $5,526 at 6%; with 100% employer match about $6,217 at 4% or $4,144 at 6%.
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-6$732,649$2,984$497iApproximate average salary by contribution assumption: employee only about $12,433 at 4% or $8,289 at 6%; with 50% employer match about $8,289 at 4% or $5,526 at 6%; with 100% employer match about $6,217 at 4% or $4,144 at 6%.
201117$680,496$5,557$794iApproximate average salary by contribution assumption: employee only about $19,846 at 4% or $13,231 at 6%; with 50% employer match about $13,231 at 4% or $8,821 at 6%; with 100% employer match about $9,923 at 4% or $6,615 at 6%.
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-7$680,496$5,557$794iApproximate average salary by contribution assumption: employee only about $19,846 at 4% or $13,231 at 6%; with 50% employer match about $13,231 at 4% or $8,821 at 6%; with 100% employer match about $9,923 at 4% or $6,615 at 6%.
201017$725,472$3,511$502iApproximate average salary by contribution assumption: employee only about $12,539 at 4% or $8,360 at 6%; with 50% employer match about $8,360 at 4% or $5,573 at 6%; with 100% employer match about $6,270 at 4% or $4,180 at 6%.
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-7$725,472$3,511$502iApproximate average salary by contribution assumption: employee only about $12,539 at 4% or $8,360 at 6%; with 50% employer match about $8,360 at 4% or $5,573 at 6%; with 100% employer match about $6,270 at 4% or $4,180 at 6%.
200918$661,153$9,091$1,136iApproximate average salary by contribution assumption: employee only about $28,409 at 4% or $18,940 at 6%; with 50% employer match about $18,940 at 4% or $12,626 at 6%; with 100% employer match about $14,205 at 4% or $9,470 at 6%.
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-8$661,153$9,091$1,136iApproximate average salary by contribution assumption: employee only about $28,409 at 4% or $18,940 at 6%; with 50% employer match about $18,940 at 4% or $12,626 at 6%; with 100% employer match about $14,205 at 4% or $9,470 at 6%.
200818$528,542$24,105$3,013iApproximate average salary by contribution assumption: employee only about $75,328 at 4% or $50,219 at 6%; with 50% employer match about $50,219 at 4% or $33,479 at 6%; with 100% employer match about $37,664 at 4% or $25,109 at 6%.
Edward R Stephen Co Inc 401(K) Profit Sharing Plan-8$528,542$24,105$3,013iApproximate average salary by contribution assumption: employee only about $75,328 at 4% or $50,219 at 6%; with 50% employer match about $50,219 at 4% or $33,479 at 6%; with 100% employer match about $37,664 at 4% or $25,109 at 6%.
200727$0$0-
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-0---
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-7---
200618$683,432$7,236$905iApproximate average salary by contribution assumption: employee only about $22,613 at 4% or $15,075 at 6%; with 50% employer match about $15,075 at 4% or $10,050 at 6%; with 100% employer match about $11,306 at 4% or $7,538 at 6%.
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-8$683,432$7,236$905iApproximate average salary by contribution assumption: employee only about $22,613 at 4% or $15,075 at 6%; with 50% employer match about $15,075 at 4% or $10,050 at 6%; with 100% employer match about $11,306 at 4% or $7,538 at 6%.
200519$642,146$0-
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-9$642,146--
200419$573,850$23,249$2,583iApproximate average salary by contribution assumption: employee only about $64,581 at 4% or $43,054 at 6%; with 50% employer match about $43,054 at 4% or $28,702 at 6%; with 100% employer match about $32,290 at 4% or $21,527 at 6%.
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-9$573,850$23,249$2,583iApproximate average salary by contribution assumption: employee only about $64,581 at 4% or $43,054 at 6%; with 50% employer match about $43,054 at 4% or $28,702 at 6%; with 100% employer match about $32,290 at 4% or $21,527 at 6%.
2003110$541,541$27,750$2,775iApproximate average salary by contribution assumption: employee only about $69,375 at 4% or $46,250 at 6%; with 50% employer match about $46,250 at 4% or $30,833 at 6%; with 100% employer match about $34,688 at 4% or $23,125 at 6%.
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-10$541,541$27,750$2,775iApproximate average salary by contribution assumption: employee only about $69,375 at 4% or $46,250 at 6%; with 50% employer match about $46,250 at 4% or $30,833 at 6%; with 100% employer match about $34,688 at 4% or $23,125 at 6%.
2002110$440,872$0-
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-10$440,872--
200118$0$0-
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-8---
200017$0$0-
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-7---
199916$787,335$22,772$3,795iApproximate average salary by contribution assumption: employee only about $94,883 at 4% or $63,256 at 6%; with 50% employer match about $63,256 at 4% or $42,170 at 6%; with 100% employer match about $47,442 at 4% or $31,628 at 6%.
Edward R. Stephen Co. Inc. Profit Sharing Plan and Trust-6$787,335$22,772$3,795iApproximate average salary by contribution assumption: employee only about $94,883 at 4% or $63,256 at 6%; with 50% employer match about $63,256 at 4% or $42,170 at 6%; with 100% employer match about $47,442 at 4% or $31,628 at 6%.