H.I. Stone & Son Inc.
Plan context: H. I. Stone & Son Inc. 401(K) Profit Sharing Plan
EIN 06-1153041 • Southbury, CT • 43 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
79
2024 Assets
$10,333,820
2024 Contributions
$867,969
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 | 79 | $10,333,820 | $867,969 | $10,987iApproximate average salary by contribution assumption: employee only about $274,674 at 4% or $183,116 at 6%; with 50% employer match about $183,116 at 4% or $122,077 at 6%; with 100% employer match about $137,337 at 4% or $91,558 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 79 | $10,333,820 | $867,969 | $10,987iApproximate average salary by contribution assumption: employee only about $274,674 at 4% or $183,116 at 6%; with 50% employer match about $183,116 at 4% or $122,077 at 6%; with 100% employer match about $137,337 at 4% or $91,558 at 6%. |
| 2023 | 2 | 81 | $9,711,864 | $881,446 | $10,882iApproximate average salary by contribution assumption: employee only about $272,051 at 4% or $181,367 at 6%; with 50% employer match about $181,367 at 4% or $120,912 at 6%; with 100% employer match about $136,026 at 4% or $90,684 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 81 | $9,711,864 | $881,446 | $10,882iApproximate average salary by contribution assumption: employee only about $272,051 at 4% or $181,367 at 6%; with 50% employer match about $181,367 at 4% or $120,912 at 6%; with 100% employer match about $136,026 at 4% or $90,684 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 0 | $0 | $0 | - |
| 2022 | 2 | 68 | $7,862,261 | $749,062 | $11,016iApproximate average salary by contribution assumption: employee only about $275,390 at 4% or $183,594 at 6%; with 50% employer match about $183,594 at 4% or $122,396 at 6%; with 100% employer match about $137,695 at 4% or $91,797 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 68 | $5,746,465 | $578,855 | $8,513iApproximate average salary by contribution assumption: employee only about $212,814 at 4% or $141,876 at 6%; with 50% employer match about $141,876 at 4% or $94,584 at 6%; with 100% employer match about $106,407 at 4% or $70,938 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 37 | $2,115,796 | $170,207 | $4,600iApproximate average salary by contribution assumption: employee only about $115,005 at 4% or $76,670 at 6%; with 50% employer match about $76,670 at 4% or $51,113 at 6%; with 100% employer match about $57,502 at 4% or $38,335 at 6%. |
| 2021 | 2 | 57 | $9,066,472 | $557,888 | $9,788iApproximate average salary by contribution assumption: employee only about $244,688 at 4% or $163,125 at 6%; with 50% employer match about $163,125 at 4% or $108,750 at 6%; with 100% employer match about $122,344 at 4% or $81,563 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 57 | $6,786,290 | $487,319 | $8,549iApproximate average salary by contribution assumption: employee only about $213,736 at 4% or $142,491 at 6%; with 50% employer match about $142,491 at 4% or $94,994 at 6%; with 100% employer match about $106,868 at 4% or $71,245 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 40 | $2,280,182 | $70,569 | $1,764iApproximate average salary by contribution assumption: employee only about $44,106 at 4% or $29,404 at 6%; with 50% employer match about $29,404 at 4% or $19,603 at 6%; with 100% employer match about $22,053 at 4% or $14,702 at 6%. |
| 2020 | 2 | 51 | $7,839,359 | $752,835 | $14,761iApproximate average salary by contribution assumption: employee only about $369,037 at 4% or $246,025 at 6%; with 50% employer match about $246,025 at 4% or $164,016 at 6%; with 100% employer match about $184,518 at 4% or $123,012 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 51 | $5,521,845 | $491,025 | $9,628iApproximate average salary by contribution assumption: employee only about $240,699 at 4% or $160,466 at 6%; with 50% employer match about $160,466 at 4% or $106,977 at 6%; with 100% employer match about $120,349 at 4% or $80,233 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 42 | $2,317,514 | $261,810 | $6,234iApproximate average salary by contribution assumption: employee only about $155,839 at 4% or $103,893 at 6%; with 50% employer match about $103,893 at 4% or $69,262 at 6%; with 100% employer match about $77,920 at 4% or $51,946 at 6%. |
| 2019 | 2 | 45 | $6,121,805 | $919,261 | $20,428iApproximate average salary by contribution assumption: employee only about $510,701 at 4% or $340,467 at 6%; with 50% employer match about $340,467 at 4% or $226,978 at 6%; with 100% employer match about $255,350 at 4% or $170,234 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 45 | $4,096,507 | $399,367 | $8,875iApproximate average salary by contribution assumption: employee only about $221,871 at 4% or $147,914 at 6%; with 50% employer match about $147,914 at 4% or $98,609 at 6%; with 100% employer match about $110,935 at 4% or $73,957 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 38 | $2,025,298 | $519,894 | $13,681iApproximate average salary by contribution assumption: employee only about $342,036 at 4% or $228,024 at 6%; with 50% employer match about $228,024 at 4% or $152,016 at 6%; with 100% employer match about $171,018 at 4% or $114,012 at 6%. |
| 2018 | 2 | 40 | $4,459,916 | $538,857 | $13,471iApproximate average salary by contribution assumption: employee only about $336,786 at 4% or $224,524 at 6%; with 50% employer match about $224,524 at 4% or $149,683 at 6%; with 100% employer match about $168,393 at 4% or $112,262 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 37 | $3,105,517 | $339,534 | $9,177iApproximate average salary by contribution assumption: employee only about $229,415 at 4% or $152,943 at 6%; with 50% employer match about $152,943 at 4% or $101,962 at 6%; with 100% employer match about $114,707 at 4% or $76,472 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 40 | $1,354,399 | $199,323 | $4,983iApproximate average salary by contribution assumption: employee only about $124,577 at 4% or $83,051 at 6%; with 50% employer match about $83,051 at 4% or $55,368 at 6%; with 100% employer match about $62,288 at 4% or $41,526 at 6%. |
| 2017 | 2 | 38 | $4,460,325 | $570,313 | $15,008iApproximate average salary by contribution assumption: employee only about $375,206 at 4% or $250,137 at 6%; with 50% employer match about $250,137 at 4% or $166,758 at 6%; with 100% employer match about $187,603 at 4% or $125,069 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 30 | $2,977,146 | $265,288 | $8,843iApproximate average salary by contribution assumption: employee only about $221,073 at 4% or $147,382 at 6%; with 50% employer match about $147,382 at 4% or $98,255 at 6%; with 100% employer match about $110,537 at 4% or $73,691 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 38 | $1,483,179 | $305,025 | $8,027iApproximate average salary by contribution assumption: employee only about $200,674 at 4% or $133,783 at 6%; with 50% employer match about $133,783 at 4% or $89,189 at 6%; with 100% employer match about $100,337 at 4% or $66,891 at 6%. |
| 2016 | 2 | 36 | $3,416,271 | $561,155 | $15,588iApproximate average salary by contribution assumption: employee only about $389,691 at 4% or $259,794 at 6%; with 50% employer match about $259,794 at 4% or $173,196 at 6%; with 100% employer match about $194,845 at 4% or $129,897 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 31 | $2,304,608 | $213,131 | $6,875iApproximate average salary by contribution assumption: employee only about $171,880 at 4% or $114,587 at 6%; with 50% employer match about $114,587 at 4% or $76,391 at 6%; with 100% employer match about $85,940 at 4% or $57,293 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 36 | $1,111,663 | $348,024 | $9,667iApproximate average salary by contribution assumption: employee only about $241,683 at 4% or $161,122 at 6%; with 50% employer match about $161,122 at 4% or $107,415 at 6%; with 100% employer match about $120,842 at 4% or $80,561 at 6%. |
| 2015 | 2 | 35 | $2,911,383 | $430,230 | $12,292iApproximate average salary by contribution assumption: employee only about $307,307 at 4% or $204,871 at 6%; with 50% employer match about $204,871 at 4% or $136,581 at 6%; with 100% employer match about $153,654 at 4% or $102,436 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 26 | $2,077,675 | $199,048 | $7,656iApproximate average salary by contribution assumption: employee only about $191,392 at 4% or $127,595 at 6%; with 50% employer match about $127,595 at 4% or $85,063 at 6%; with 100% employer match about $95,696 at 4% or $63,797 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 35 | $833,708 | $231,182 | $6,605iApproximate average salary by contribution assumption: employee only about $165,130 at 4% or $110,087 at 6%; with 50% employer match about $110,087 at 4% or $73,391 at 6%; with 100% employer match about $82,565 at 4% or $55,043 at 6%. |
| 2014 | 2 | 30 | $2,717,731 | $381,093 | $12,703iApproximate average salary by contribution assumption: employee only about $317,578 at 4% or $211,718 at 6%; with 50% employer match about $211,718 at 4% or $141,146 at 6%; with 100% employer match about $158,789 at 4% or $105,859 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 26 | $2,033,705 | $184,311 | $7,089iApproximate average salary by contribution assumption: employee only about $177,222 at 4% or $118,148 at 6%; with 50% employer match about $118,148 at 4% or $78,765 at 6%; with 100% employer match about $88,611 at 4% or $59,074 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 30 | $684,026 | $196,782 | $6,559iApproximate average salary by contribution assumption: employee only about $163,985 at 4% or $109,323 at 6%; with 50% employer match about $109,323 at 4% or $72,882 at 6%; with 100% employer match about $81,993 at 4% or $54,662 at 6%. |
| 2013 | 2 | 31 | $2,350,753 | $449,794 | $14,509iApproximate average salary by contribution assumption: employee only about $362,737 at 4% or $241,825 at 6%; with 50% employer match about $241,825 at 4% or $161,216 at 6%; with 100% employer match about $181,369 at 4% or $120,912 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 26 | $1,812,802 | $204,583 | $7,869iApproximate average salary by contribution assumption: employee only about $196,714 at 4% or $131,143 at 6%; with 50% employer match about $131,143 at 4% or $87,429 at 6%; with 100% employer match about $98,357 at 4% or $65,571 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 31 | $537,951 | $245,211 | $7,910iApproximate average salary by contribution assumption: employee only about $197,751 at 4% or $131,834 at 6%; with 50% employer match about $131,834 at 4% or $87,889 at 6%; with 100% employer match about $98,875 at 4% or $65,917 at 6%. |
| 2012 | 2 | 30 | $1,669,021 | $237,872 | $7,929iApproximate average salary by contribution assumption: employee only about $198,227 at 4% or $132,151 at 6%; with 50% employer match about $132,151 at 4% or $88,101 at 6%; with 100% employer match about $99,113 at 4% or $66,076 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 27 | $1,329,785 | $131,820 | $4,882iApproximate average salary by contribution assumption: employee only about $122,056 at 4% or $81,370 at 6%; with 50% employer match about $81,370 at 4% or $54,247 at 6%; with 100% employer match about $61,028 at 4% or $40,685 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 30 | $339,236 | $106,052 | $3,535iApproximate average salary by contribution assumption: employee only about $88,377 at 4% or $58,918 at 6%; with 50% employer match about $58,918 at 4% or $39,279 at 6%; with 100% employer match about $44,188 at 4% or $29,459 at 6%. |
| 2011 | 2 | 29 | $1,345,565 | $261,687 | $9,024iApproximate average salary by contribution assumption: employee only about $225,592 at 4% or $150,395 at 6%; with 50% employer match about $150,395 at 4% or $100,263 at 6%; with 100% employer match about $112,796 at 4% or $75,197 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 21 | $1,062,285 | $109,381 | $5,209iApproximate average salary by contribution assumption: employee only about $130,215 at 4% or $86,810 at 6%; with 50% employer match about $86,810 at 4% or $57,874 at 6%; with 100% employer match about $65,108 at 4% or $43,405 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 29 | $283,280 | $152,306 | $5,252iApproximate average salary by contribution assumption: employee only about $131,298 at 4% or $87,532 at 6%; with 50% employer match about $87,532 at 4% or $58,355 at 6%; with 100% employer match about $65,649 at 4% or $43,766 at 6%. |
| 2010 | 2 | 20 | $1,162,153 | $186,529 | $9,326iApproximate average salary by contribution assumption: employee only about $233,161 at 4% or $155,441 at 6%; with 50% employer match about $155,441 at 4% or $103,627 at 6%; with 100% employer match about $116,581 at 4% or $77,720 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 20 | $1,004,722 | $123,591 | $6,180iApproximate average salary by contribution assumption: employee only about $154,489 at 4% or $102,993 at 6%; with 50% employer match about $102,993 at 4% or $68,662 at 6%; with 100% employer match about $77,244 at 4% or $51,496 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 18 | $157,431 | $62,938 | $3,497iApproximate average salary by contribution assumption: employee only about $87,414 at 4% or $58,276 at 6%; with 50% employer match about $58,276 at 4% or $38,851 at 6%; with 100% employer match about $43,707 at 4% or $29,138 at 6%. |
| 2009 | 2 | 20 | $901,163 | $146,954 | $7,348iApproximate average salary by contribution assumption: employee only about $183,693 at 4% or $122,462 at 6%; with 50% employer match about $122,462 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 20 | $809,483 | $128,233 | $6,412iApproximate average salary by contribution assumption: employee only about $160,291 at 4% or $106,861 at 6%; with 50% employer match about $106,861 at 4% or $71,241 at 6%; with 100% employer match about $80,146 at 4% or $53,430 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 17 | $91,680 | $18,721 | $1,101iApproximate average salary by contribution assumption: employee only about $27,531 at 4% or $18,354 at 6%; with 50% employer match about $18,354 at 4% or $12,236 at 6%; with 100% employer match about $13,765 at 4% or $9,177 at 6%. |
| 2008 | 2 | 47 | $617,273 | $230,897 | $4,913iApproximate average salary by contribution assumption: employee only about $122,818 at 4% or $81,878 at 6%; with 50% employer match about $81,878 at 4% or $54,586 at 6%; with 100% employer match about $61,409 at 4% or $40,939 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 47 | $537,108 | $139,835 | $2,975iApproximate average salary by contribution assumption: employee only about $74,380 at 4% or $49,587 at 6%; with 50% employer match about $49,587 at 4% or $33,058 at 6%; with 100% employer match about $37,190 at 4% or $24,793 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 12 | $80,165 | $91,062 | $7,589iApproximate average salary by contribution assumption: employee only about $189,713 at 4% or $126,475 at 6%; with 50% employer match about $126,475 at 4% or $84,317 at 6%; with 100% employer match about $94,856 at 4% or $63,238 at 6%. |
| 2007 | 2 | 44 | $0 | $0 | - |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 44 | - | - | - |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 17 | - | - | - |
| 2006 | 2 | 42 | $565,538 | $156,382 | $3,723iApproximate average salary by contribution assumption: employee only about $93,085 at 4% or $62,056 at 6%; with 50% employer match about $62,056 at 4% or $41,371 at 6%; with 100% employer match about $46,542 at 4% or $31,028 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 42 | $538,014 | $128,858 | $3,068iApproximate average salary by contribution assumption: employee only about $76,701 at 4% or $51,134 at 6%; with 50% employer match about $51,134 at 4% or $34,089 at 6%; with 100% employer match about $38,351 at 4% or $25,567 at 6%. |
| H.I. Stone & Son Inc. Defined Contribution Plan | - | 9 | $27,524 | $27,524 | $3,058iApproximate average salary by contribution assumption: employee only about $76,456 at 4% or $50,970 at 6%; with 50% employer match about $50,970 at 4% or $33,980 at 6%; with 100% employer match about $38,228 at 4% or $25,485 at 6%. |
| 2005 | 1 | 35 | $388,501 | $98,835 | $2,824iApproximate average salary by contribution assumption: employee only about $70,596 at 4% or $47,064 at 6%; with 50% employer match about $47,064 at 4% or $31,376 at 6%; with 100% employer match about $35,298 at 4% or $23,532 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 35 | $388,501 | $98,835 | $2,824iApproximate average salary by contribution assumption: employee only about $70,596 at 4% or $47,064 at 6%; with 50% employer match about $47,064 at 4% or $31,376 at 6%; with 100% employer match about $35,298 at 4% or $23,532 at 6%. |
| 2004 | 1 | 27 | $277,307 | $70,051 | $2,594iApproximate average salary by contribution assumption: employee only about $64,862 at 4% or $43,241 at 6%; with 50% employer match about $43,241 at 4% or $28,828 at 6%; with 100% employer match about $32,431 at 4% or $21,621 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 27 | $277,307 | $70,051 | $2,594iApproximate average salary by contribution assumption: employee only about $64,862 at 4% or $43,241 at 6%; with 50% employer match about $43,241 at 4% or $28,828 at 6%; with 100% employer match about $32,431 at 4% or $21,621 at 6%. |
| 2003 | 1 | 28 | $205,208 | $34,074 | $1,217iApproximate average salary by contribution assumption: employee only about $30,423 at 4% or $20,282 at 6%; with 50% employer match about $20,282 at 4% or $13,521 at 6%; with 100% employer match about $15,212 at 4% or $10,141 at 6%. |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 28 | $205,208 | $34,074 | $1,217iApproximate average salary by contribution assumption: employee only about $30,423 at 4% or $20,282 at 6%; with 50% employer match about $20,282 at 4% or $13,521 at 6%; with 100% employer match about $15,212 at 4% or $10,141 at 6%. |
| 2002 | 1 | 23 | $0 | $0 | - |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 23 | - | - | - |
| 2001 | 1 | 15 | $0 | $0 | - |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 15 | - | - | - |
| 2000 | 1 | 13 | $0 | $0 | - |
| H. I. Stone & Son Inc. 401(K) Profit Sharing Plan | - | 13 | - | - | - |