Stackpole and Partners Ltd
Plan context: Stackpole and Partners Ltd 401(K) Plan
EIN 04-3270247 • Newburyport, MA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,100,180
2024 Contributions
$34,210
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $34,210 | - |
| Stackpole and Partners Ltd 401(K) Plan | - | 0 | $0 | $34,210 | - |
| 2023 | 1 | 14 | $1,100,180 | $49,565 | $3,540iApproximate average salary by contribution assumption: employee only about $88,509 at 4% or $59,006 at 6%; with 50% employer match about $59,006 at 4% or $39,337 at 6%; with 100% employer match about $44,254 at 4% or $29,503 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 14 | $1,100,180 | $49,565 | $3,540iApproximate average salary by contribution assumption: employee only about $88,509 at 4% or $59,006 at 6%; with 50% employer match about $59,006 at 4% or $39,337 at 6%; with 100% employer match about $44,254 at 4% or $29,503 at 6%. |
| 2022 | 1 | 14 | $926,153 | $55,124 | $3,937iApproximate average salary by contribution assumption: employee only about $98,436 at 4% or $65,624 at 6%; with 50% employer match about $65,624 at 4% or $43,749 at 6%; with 100% employer match about $49,218 at 4% or $32,812 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 14 | $926,153 | $55,124 | $3,937iApproximate average salary by contribution assumption: employee only about $98,436 at 4% or $65,624 at 6%; with 50% employer match about $65,624 at 4% or $43,749 at 6%; with 100% employer match about $49,218 at 4% or $32,812 at 6%. |
| 2021 | 1 | 13 | $1,135,191 | $51,023 | $3,925iApproximate average salary by contribution assumption: employee only about $98,121 at 4% or $65,414 at 6%; with 50% employer match about $65,414 at 4% or $43,609 at 6%; with 100% employer match about $49,061 at 4% or $32,707 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 13 | $1,135,191 | $51,023 | $3,925iApproximate average salary by contribution assumption: employee only about $98,121 at 4% or $65,414 at 6%; with 50% employer match about $65,414 at 4% or $43,609 at 6%; with 100% employer match about $49,061 at 4% or $32,707 at 6%. |
| 2020 | 1 | 11 | $962,855 | $38,611 | $3,510iApproximate average salary by contribution assumption: employee only about $87,752 at 4% or $58,502 at 6%; with 50% employer match about $58,502 at 4% or $39,001 at 6%; with 100% employer match about $43,876 at 4% or $29,251 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 11 | $962,855 | $38,611 | $3,510iApproximate average salary by contribution assumption: employee only about $87,752 at 4% or $58,502 at 6%; with 50% employer match about $58,502 at 4% or $39,001 at 6%; with 100% employer match about $43,876 at 4% or $29,251 at 6%. |
| 2019 | 1 | 12 | $779,567 | $39,471 | $3,289iApproximate average salary by contribution assumption: employee only about $82,231 at 4% or $54,821 at 6%; with 50% employer match about $54,821 at 4% or $36,547 at 6%; with 100% employer match about $41,116 at 4% or $27,410 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 12 | $779,567 | $39,471 | $3,289iApproximate average salary by contribution assumption: employee only about $82,231 at 4% or $54,821 at 6%; with 50% employer match about $54,821 at 4% or $36,547 at 6%; with 100% employer match about $41,116 at 4% or $27,410 at 6%. |
| 2018 | 1 | 11 | $616,419 | $32,390 | $2,945iApproximate average salary by contribution assumption: employee only about $73,614 at 4% or $49,076 at 6%; with 50% employer match about $49,076 at 4% or $32,717 at 6%; with 100% employer match about $36,807 at 4% or $24,538 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 11 | $616,419 | $32,390 | $2,945iApproximate average salary by contribution assumption: employee only about $73,614 at 4% or $49,076 at 6%; with 50% employer match about $49,076 at 4% or $32,717 at 6%; with 100% employer match about $36,807 at 4% or $24,538 at 6%. |
| 2017 | 1 | 7 | $640,682 | $16,926 | $2,418iApproximate average salary by contribution assumption: employee only about $60,450 at 4% or $40,300 at 6%; with 50% employer match about $40,300 at 4% or $26,867 at 6%; with 100% employer match about $30,225 at 4% or $20,150 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 7 | $640,682 | $16,926 | $2,418iApproximate average salary by contribution assumption: employee only about $60,450 at 4% or $40,300 at 6%; with 50% employer match about $40,300 at 4% or $26,867 at 6%; with 100% employer match about $30,225 at 4% or $20,150 at 6%. |
| 2016 | 1 | 11 | $532,590 | $21,830 | $1,985iApproximate average salary by contribution assumption: employee only about $49,614 at 4% or $33,076 at 6%; with 50% employer match about $33,076 at 4% or $22,051 at 6%; with 100% employer match about $24,807 at 4% or $16,538 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 11 | $532,590 | $21,830 | $1,985iApproximate average salary by contribution assumption: employee only about $49,614 at 4% or $33,076 at 6%; with 50% employer match about $33,076 at 4% or $22,051 at 6%; with 100% employer match about $24,807 at 4% or $16,538 at 6%. |
| 2015 | 1 | 12 | $509,008 | $23,061 | $1,922iApproximate average salary by contribution assumption: employee only about $48,044 at 4% or $32,029 at 6%; with 50% employer match about $32,029 at 4% or $21,353 at 6%; with 100% employer match about $24,022 at 4% or $16,015 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 12 | $509,008 | $23,061 | $1,922iApproximate average salary by contribution assumption: employee only about $48,044 at 4% or $32,029 at 6%; with 50% employer match about $32,029 at 4% or $21,353 at 6%; with 100% employer match about $24,022 at 4% or $16,015 at 6%. |
| 2014 | 1 | 11 | $499,925 | $28,308 | $2,573iApproximate average salary by contribution assumption: employee only about $64,336 at 4% or $42,891 at 6%; with 50% employer match about $42,891 at 4% or $28,594 at 6%; with 100% employer match about $32,168 at 4% or $21,445 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 11 | $499,925 | $28,308 | $2,573iApproximate average salary by contribution assumption: employee only about $64,336 at 4% or $42,891 at 6%; with 50% employer match about $42,891 at 4% or $28,594 at 6%; with 100% employer match about $32,168 at 4% or $21,445 at 6%. |
| 2013 | 1 | 16 | $474,235 | $34,666 | $2,167iApproximate average salary by contribution assumption: employee only about $54,166 at 4% or $36,110 at 6%; with 50% employer match about $36,110 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,055 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 16 | $474,235 | $34,666 | $2,167iApproximate average salary by contribution assumption: employee only about $54,166 at 4% or $36,110 at 6%; with 50% employer match about $36,110 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,055 at 6%. |
| 2012 | 1 | 15 | $442,143 | $31,839 | $2,123iApproximate average salary by contribution assumption: employee only about $53,065 at 4% or $35,377 at 6%; with 50% employer match about $35,377 at 4% or $23,584 at 6%; with 100% employer match about $26,533 at 4% or $17,688 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 15 | $442,143 | $31,839 | $2,123iApproximate average salary by contribution assumption: employee only about $53,065 at 4% or $35,377 at 6%; with 50% employer match about $35,377 at 4% or $23,584 at 6%; with 100% employer match about $26,533 at 4% or $17,688 at 6%. |
| 2011 | 1 | 13 | $381,016 | $32,243 | $2,480iApproximate average salary by contribution assumption: employee only about $62,006 at 4% or $41,337 at 6%; with 50% employer match about $41,337 at 4% or $27,558 at 6%; with 100% employer match about $31,003 at 4% or $20,669 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 13 | $381,016 | $32,243 | $2,480iApproximate average salary by contribution assumption: employee only about $62,006 at 4% or $41,337 at 6%; with 50% employer match about $41,337 at 4% or $27,558 at 6%; with 100% employer match about $31,003 at 4% or $20,669 at 6%. |
| 2010 | 1 | 12 | $379,096 | $15,066 | $1,256iApproximate average salary by contribution assumption: employee only about $31,388 at 4% or $20,925 at 6%; with 50% employer match about $20,925 at 4% or $13,950 at 6%; with 100% employer match about $15,694 at 4% or $10,463 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 12 | $379,096 | $15,066 | $1,256iApproximate average salary by contribution assumption: employee only about $31,388 at 4% or $20,925 at 6%; with 50% employer match about $20,925 at 4% or $13,950 at 6%; with 100% employer match about $15,694 at 4% or $10,463 at 6%. |
| 2009 | 1 | 15 | $330,131 | $17,654 | $1,177iApproximate average salary by contribution assumption: employee only about $29,423 at 4% or $19,616 at 6%; with 50% employer match about $19,616 at 4% or $13,077 at 6%; with 100% employer match about $14,712 at 4% or $9,808 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 15 | $330,131 | $17,654 | $1,177iApproximate average salary by contribution assumption: employee only about $29,423 at 4% or $19,616 at 6%; with 50% employer match about $19,616 at 4% or $13,077 at 6%; with 100% employer match about $14,712 at 4% or $9,808 at 6%. |
| 2008 | 1 | 10 | $254,985 | $47,229 | $4,723iApproximate average salary by contribution assumption: employee only about $118,072 at 4% or $78,715 at 6%; with 50% employer match about $78,715 at 4% or $52,477 at 6%; with 100% employer match about $59,036 at 4% or $39,358 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 10 | $254,985 | $47,229 | $4,723iApproximate average salary by contribution assumption: employee only about $118,072 at 4% or $78,715 at 6%; with 50% employer match about $78,715 at 4% or $52,477 at 6%; with 100% employer match about $59,036 at 4% or $39,358 at 6%. |
| 2007 | 1 | 8 | $341,999 | $36,962 | $4,620iApproximate average salary by contribution assumption: employee only about $115,506 at 4% or $77,004 at 6%; with 50% employer match about $77,004 at 4% or $51,336 at 6%; with 100% employer match about $57,753 at 4% or $38,502 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 8 | $341,999 | $36,962 | $4,620iApproximate average salary by contribution assumption: employee only about $115,506 at 4% or $77,004 at 6%; with 50% employer match about $77,004 at 4% or $51,336 at 6%; with 100% employer match about $57,753 at 4% or $38,502 at 6%. |
| 2006 | 1 | 9 | $283,060 | $35,560 | $3,951iApproximate average salary by contribution assumption: employee only about $98,778 at 4% or $65,852 at 6%; with 50% employer match about $65,852 at 4% or $43,901 at 6%; with 100% employer match about $49,389 at 4% or $32,926 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 9 | $283,060 | $35,560 | $3,951iApproximate average salary by contribution assumption: employee only about $98,778 at 4% or $65,852 at 6%; with 50% employer match about $65,852 at 4% or $43,901 at 6%; with 100% employer match about $49,389 at 4% or $32,926 at 6%. |
| 2005 | 1 | 6 | $221,933 | $27,384 | $4,564iApproximate average salary by contribution assumption: employee only about $114,100 at 4% or $76,067 at 6%; with 50% employer match about $76,067 at 4% or $50,711 at 6%; with 100% employer match about $57,050 at 4% or $38,033 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 6 | $221,933 | $27,384 | $4,564iApproximate average salary by contribution assumption: employee only about $114,100 at 4% or $76,067 at 6%; with 50% employer match about $76,067 at 4% or $50,711 at 6%; with 100% employer match about $57,050 at 4% or $38,033 at 6%. |
| 2004 | 1 | 5 | $186,385 | $21,577 | $4,315iApproximate average salary by contribution assumption: employee only about $107,885 at 4% or $71,923 at 6%; with 50% employer match about $71,923 at 4% or $47,949 at 6%; with 100% employer match about $53,942 at 4% or $35,962 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 5 | $186,385 | $21,577 | $4,315iApproximate average salary by contribution assumption: employee only about $107,885 at 4% or $71,923 at 6%; with 50% employer match about $71,923 at 4% or $47,949 at 6%; with 100% employer match about $53,942 at 4% or $35,962 at 6%. |
| 2003 | 1 | 5 | $147,741 | $17,050 | $3,410iApproximate average salary by contribution assumption: employee only about $85,250 at 4% or $56,833 at 6%; with 50% employer match about $56,833 at 4% or $37,889 at 6%; with 100% employer match about $42,625 at 4% or $28,417 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 5 | $147,741 | $17,050 | $3,410iApproximate average salary by contribution assumption: employee only about $85,250 at 4% or $56,833 at 6%; with 50% employer match about $56,833 at 4% or $37,889 at 6%; with 100% employer match about $42,625 at 4% or $28,417 at 6%. |
| 2002 | 1 | 5 | $113,373 | $24,169 | $4,834iApproximate average salary by contribution assumption: employee only about $120,845 at 4% or $80,563 at 6%; with 50% employer match about $80,563 at 4% or $53,709 at 6%; with 100% employer match about $60,423 at 4% or $40,282 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 5 | $113,373 | $24,169 | $4,834iApproximate average salary by contribution assumption: employee only about $120,845 at 4% or $80,563 at 6%; with 50% employer match about $80,563 at 4% or $53,709 at 6%; with 100% employer match about $60,423 at 4% or $40,282 at 6%. |
| 2001 | 1 | 12 | $117,952 | $31,346 | $2,612iApproximate average salary by contribution assumption: employee only about $65,304 at 4% or $43,536 at 6%; with 50% employer match about $43,536 at 4% or $29,024 at 6%; with 100% employer match about $32,652 at 4% or $21,768 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 12 | $117,952 | $31,346 | $2,612iApproximate average salary by contribution assumption: employee only about $65,304 at 4% or $43,536 at 6%; with 50% employer match about $43,536 at 4% or $29,024 at 6%; with 100% employer match about $32,652 at 4% or $21,768 at 6%. |
| 2000 | 1 | 7 | $102,797 | $49,049 | $7,007iApproximate average salary by contribution assumption: employee only about $175,175 at 4% or $116,783 at 6%; with 50% employer match about $116,783 at 4% or $77,856 at 6%; with 100% employer match about $87,588 at 4% or $58,392 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 7 | $102,797 | $49,049 | $7,007iApproximate average salary by contribution assumption: employee only about $175,175 at 4% or $116,783 at 6%; with 50% employer match about $116,783 at 4% or $77,856 at 6%; with 100% employer match about $87,588 at 4% or $58,392 at 6%. |
| 1999 | 1 | 4 | $96,374 | $48,113 | $12,028iApproximate average salary by contribution assumption: employee only about $300,706 at 4% or $200,471 at 6%; with 50% employer match about $200,471 at 4% or $133,647 at 6%; with 100% employer match about $150,353 at 4% or $100,235 at 6%. |
| Stackpole and Partners Ltd 401(K) Plan | - | 4 | $96,374 | $48,113 | $12,028iApproximate average salary by contribution assumption: employee only about $300,706 at 4% or $200,471 at 6%; with 50% employer match about $200,471 at 4% or $133,647 at 6%; with 100% employer match about $150,353 at 4% or $100,235 at 6%. |