Civic Intelligence

Stephenson & Brook Co. Inc.

Plan context: Stephenson & Brook Co. Inc. 401(K) Plan

EIN 04-2980174 • Salem, MA • 28 filings • 5 plans

86 Highland AvenueSalem, MA 01970
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$3,747,978

2024 Contributions

$208,941

Historical Graphs

Total Assets Over Time

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

$4,044,440$2,022,220$0200020122024YearValue
$3,747,978Latest year 2024

Participants Over Time

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

23120200020122024YearValue
20Latest year 2024

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
2024120$3,747,978$208,941$10,447iApproximate average salary by contribution assumption: employee only about $261,176 at 4% or $174,118 at 6%; with 50% employer match about $174,118 at 4% or $116,078 at 6%; with 100% employer match about $130,588 at 4% or $87,059 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-20$3,747,978$208,941$10,447iApproximate average salary by contribution assumption: employee only about $261,176 at 4% or $174,118 at 6%; with 50% employer match about $174,118 at 4% or $116,078 at 6%; with 100% employer match about $130,588 at 4% or $87,059 at 6%.
2023118$3,290,722$202,753$11,264iApproximate average salary by contribution assumption: employee only about $281,601 at 4% or $187,734 at 6%; with 50% employer match about $187,734 at 4% or $125,156 at 6%; with 100% employer match about $140,801 at 4% or $93,867 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-18$3,290,722$202,753$11,264iApproximate average salary by contribution assumption: employee only about $281,601 at 4% or $187,734 at 6%; with 50% employer match about $187,734 at 4% or $125,156 at 6%; with 100% employer match about $140,801 at 4% or $93,867 at 6%.
2022118$2,660,302$199,549$11,086iApproximate average salary by contribution assumption: employee only about $277,151 at 4% or $184,768 at 6%; with 50% employer match about $184,768 at 4% or $123,178 at 6%; with 100% employer match about $138,576 at 4% or $92,384 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-18$2,660,302$199,549$11,086iApproximate average salary by contribution assumption: employee only about $277,151 at 4% or $184,768 at 6%; with 50% employer match about $184,768 at 4% or $123,178 at 6%; with 100% employer match about $138,576 at 4% or $92,384 at 6%.
2021118$3,041,274$256,330$14,241iApproximate average salary by contribution assumption: employee only about $356,014 at 4% or $237,343 at 6%; with 50% employer match about $237,343 at 4% or $158,228 at 6%; with 100% employer match about $178,007 at 4% or $118,671 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-18$3,041,274$256,330$14,241iApproximate average salary by contribution assumption: employee only about $356,014 at 4% or $237,343 at 6%; with 50% employer match about $237,343 at 4% or $158,228 at 6%; with 100% employer match about $178,007 at 4% or $118,671 at 6%.
2020116$3,892,097$159,476$9,967iApproximate average salary by contribution assumption: employee only about $249,181 at 4% or $166,121 at 6%; with 50% employer match about $166,121 at 4% or $110,747 at 6%; with 100% employer match about $124,591 at 4% or $83,060 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-16$3,892,097$159,476$9,967iApproximate average salary by contribution assumption: employee only about $249,181 at 4% or $166,121 at 6%; with 50% employer match about $166,121 at 4% or $110,747 at 6%; with 100% employer match about $124,591 at 4% or $83,060 at 6%.
2019120$4,044,440$163,137$8,157iApproximate average salary by contribution assumption: employee only about $203,921 at 4% or $135,948 at 6%; with 50% employer match about $135,948 at 4% or $90,632 at 6%; with 100% employer match about $101,961 at 4% or $67,974 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-20$4,044,440$163,137$8,157iApproximate average salary by contribution assumption: employee only about $203,921 at 4% or $135,948 at 6%; with 50% employer match about $135,948 at 4% or $90,632 at 6%; with 100% employer match about $101,961 at 4% or $67,974 at 6%.
2018121$3,730,473$186,480$8,880iApproximate average salary by contribution assumption: employee only about $222,000 at 4% or $148,000 at 6%; with 50% employer match about $148,000 at 4% or $98,667 at 6%; with 100% employer match about $111,000 at 4% or $74,000 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-21$3,730,473$186,480$8,880iApproximate average salary by contribution assumption: employee only about $222,000 at 4% or $148,000 at 6%; with 50% employer match about $148,000 at 4% or $98,667 at 6%; with 100% employer match about $111,000 at 4% or $74,000 at 6%.
2017120$3,893,697$180,984$9,049iApproximate average salary by contribution assumption: employee only about $226,230 at 4% or $150,820 at 6%; with 50% employer match about $150,820 at 4% or $100,547 at 6%; with 100% employer match about $113,115 at 4% or $75,410 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-20$3,893,697$180,984$9,049iApproximate average salary by contribution assumption: employee only about $226,230 at 4% or $150,820 at 6%; with 50% employer match about $150,820 at 4% or $100,547 at 6%; with 100% employer match about $113,115 at 4% or $75,410 at 6%.
2016118$3,291,125$150,091$8,338iApproximate average salary by contribution assumption: employee only about $208,460 at 4% or $138,973 at 6%; with 50% employer match about $138,973 at 4% or $92,649 at 6%; with 100% employer match about $104,230 at 4% or $69,487 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-18$3,291,125$150,091$8,338iApproximate average salary by contribution assumption: employee only about $208,460 at 4% or $138,973 at 6%; with 50% employer match about $138,973 at 4% or $92,649 at 6%; with 100% employer match about $104,230 at 4% or $69,487 at 6%.
2015119$2,995,151$160,365$8,440iApproximate average salary by contribution assumption: employee only about $211,007 at 4% or $140,671 at 6%; with 50% employer match about $140,671 at 4% or $93,781 at 6%; with 100% employer match about $105,503 at 4% or $70,336 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-19$2,995,151$160,365$8,440iApproximate average salary by contribution assumption: employee only about $211,007 at 4% or $140,671 at 6%; with 50% employer match about $140,671 at 4% or $93,781 at 6%; with 100% employer match about $105,503 at 4% or $70,336 at 6%.
2014120$3,015,612$175,051$8,753iApproximate average salary by contribution assumption: employee only about $218,814 at 4% or $145,876 at 6%; with 50% employer match about $145,876 at 4% or $97,251 at 6%; with 100% employer match about $109,407 at 4% or $72,938 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-20$3,015,612$175,051$8,753iApproximate average salary by contribution assumption: employee only about $218,814 at 4% or $145,876 at 6%; with 50% employer match about $145,876 at 4% or $97,251 at 6%; with 100% employer match about $109,407 at 4% or $72,938 at 6%.
2013120$2,697,993$171,611$8,581iApproximate average salary by contribution assumption: employee only about $214,514 at 4% or $143,009 at 6%; with 50% employer match about $143,009 at 4% or $95,339 at 6%; with 100% employer match about $107,257 at 4% or $71,505 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-20$2,697,993$171,611$8,581iApproximate average salary by contribution assumption: employee only about $214,514 at 4% or $143,009 at 6%; with 50% employer match about $143,009 at 4% or $95,339 at 6%; with 100% employer match about $107,257 at 4% or $71,505 at 6%.
2012123$2,197,058$74,603$3,244iApproximate average salary by contribution assumption: employee only about $81,090 at 4% or $54,060 at 6%; with 50% employer match about $54,060 at 4% or $36,040 at 6%; with 100% employer match about $40,545 at 4% or $27,030 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-23$2,197,058$74,603$3,244iApproximate average salary by contribution assumption: employee only about $81,090 at 4% or $54,060 at 6%; with 50% employer match about $54,060 at 4% or $36,040 at 6%; with 100% employer match about $40,545 at 4% or $27,030 at 6%.
2011120$2,003,680$162,523$8,126iApproximate average salary by contribution assumption: employee only about $203,154 at 4% or $135,436 at 6%; with 50% employer match about $135,436 at 4% or $90,291 at 6%; with 100% employer match about $101,577 at 4% or $67,718 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-20$2,003,680$162,523$8,126iApproximate average salary by contribution assumption: employee only about $203,154 at 4% or $135,436 at 6%; with 50% employer match about $135,436 at 4% or $90,291 at 6%; with 100% employer match about $101,577 at 4% or $67,718 at 6%.
2010120$1,959,011$165,839$8,292iApproximate average salary by contribution assumption: employee only about $207,299 at 4% or $138,199 at 6%; with 50% employer match about $138,199 at 4% or $92,133 at 6%; with 100% employer match about $103,649 at 4% or $69,100 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-20$1,959,011$165,839$8,292iApproximate average salary by contribution assumption: employee only about $207,299 at 4% or $138,199 at 6%; with 50% employer match about $138,199 at 4% or $92,133 at 6%; with 100% employer match about $103,649 at 4% or $69,100 at 6%.
2009117$1,573,073$162,083$9,534iApproximate average salary by contribution assumption: employee only about $238,357 at 4% or $158,905 at 6%; with 50% employer match about $158,905 at 4% or $105,937 at 6%; with 100% employer match about $119,179 at 4% or $79,452 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-17$1,573,073$162,083$9,534iApproximate average salary by contribution assumption: employee only about $238,357 at 4% or $158,905 at 6%; with 50% employer match about $158,905 at 4% or $105,937 at 6%; with 100% employer match about $119,179 at 4% or $79,452 at 6%.
2008115$1,221,747$175,368$11,691iApproximate average salary by contribution assumption: employee only about $292,280 at 4% or $194,853 at 6%; with 50% employer match about $194,853 at 4% or $129,902 at 6%; with 100% employer match about $146,140 at 4% or $97,427 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-15$1,221,747$175,368$11,691iApproximate average salary by contribution assumption: employee only about $292,280 at 4% or $194,853 at 6%; with 50% employer match about $194,853 at 4% or $129,902 at 6%; with 100% employer match about $146,140 at 4% or $97,427 at 6%.
2007115$1,502,282$171,069$11,405iApproximate average salary by contribution assumption: employee only about $285,115 at 4% or $190,077 at 6%; with 50% employer match about $190,077 at 4% or $126,718 at 6%; with 100% employer match about $142,558 at 4% or $95,038 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-15$1,502,282$171,069$11,405iApproximate average salary by contribution assumption: employee only about $285,115 at 4% or $190,077 at 6%; with 50% employer match about $190,077 at 4% or $126,718 at 6%; with 100% employer match about $142,558 at 4% or $95,038 at 6%.
2006114$1,233,727$156,588$11,185iApproximate average salary by contribution assumption: employee only about $279,621 at 4% or $186,414 at 6%; with 50% employer match about $186,414 at 4% or $124,276 at 6%; with 100% employer match about $139,811 at 4% or $93,207 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-14$1,233,727$156,588$11,185iApproximate average salary by contribution assumption: employee only about $279,621 at 4% or $186,414 at 6%; with 50% employer match about $186,414 at 4% or $124,276 at 6%; with 100% employer match about $139,811 at 4% or $93,207 at 6%.
2005113$1,086,192$159,713$12,286iApproximate average salary by contribution assumption: employee only about $307,140 at 4% or $204,760 at 6%; with 50% employer match about $204,760 at 4% or $136,507 at 6%; with 100% employer match about $153,570 at 4% or $102,380 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-13$1,086,192$159,713$12,286iApproximate average salary by contribution assumption: employee only about $307,140 at 4% or $204,760 at 6%; with 50% employer match about $204,760 at 4% or $136,507 at 6%; with 100% employer match about $153,570 at 4% or $102,380 at 6%.
2004214$868,934$128,657$9,190iApproximate average salary by contribution assumption: employee only about $229,745 at 4% or $153,163 at 6%; with 50% employer match about $153,163 at 4% or $102,109 at 6%; with 100% employer match about $114,872 at 4% or $76,582 at 6%.
Stephenson & Brook Co. Inc. 401K Plan-14$868,934$128,657$9,190iApproximate average salary by contribution assumption: employee only about $229,745 at 4% or $153,163 at 6%; with 50% employer match about $153,163 at 4% or $102,109 at 6%; with 100% employer match about $114,872 at 4% or $76,582 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-0---
2003214$631,783$128,791$9,199iApproximate average salary by contribution assumption: employee only about $229,984 at 4% or $153,323 at 6%; with 50% employer match about $153,323 at 4% or $102,215 at 6%; with 100% employer match about $114,992 at 4% or $76,661 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-14$590,896$105,856$7,561iApproximate average salary by contribution assumption: employee only about $189,029 at 4% or $126,019 at 6%; with 50% employer match about $126,019 at 4% or $84,013 at 6%; with 100% employer match about $94,514 at 4% or $63,010 at 6%.
Stephenson & Brook Co. Inc. 401K Plan-14$40,887$22,935$1,638iApproximate average salary by contribution assumption: employee only about $40,955 at 4% or $27,304 at 6%; with 50% employer match about $27,304 at 4% or $18,202 at 6%; with 100% employer match about $20,478 at 4% or $13,652 at 6%.
2002216$422,043$111,908$6,994iApproximate average salary by contribution assumption: employee only about $174,856 at 4% or $116,571 at 6%; with 50% employer match about $116,571 at 4% or $77,714 at 6%; with 100% employer match about $87,428 at 4% or $58,285 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-12$410,043$99,908$8,326iApproximate average salary by contribution assumption: employee only about $208,142 at 4% or $138,761 at 6%; with 50% employer match about $138,761 at 4% or $92,507 at 6%; with 100% employer match about $104,071 at 4% or $69,381 at 6%.
Stephenson & Brook Co. Inc. 401K Plan-16$12,000$12,000$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
2001112$356,408$68,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-12$356,408$68,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
2000112$323,343$68,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
Stephenson & Brook Co. Inc. 401(K) Plan-12$323,343$68,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.