Civic Intelligence

Stone Coast Fund Services LLC

Plan context: Stone Coast Fund Services LLC 401(K) Plan

EIN 06-1781234 • Portland, ME • 25 filings • 5 plans

Two Portland Square6th FloorPortland, ME 04101
Current Snapshot

Latest Year

2024

2024 Participants

209

2024 Assets

$32,581,202

2024 Contributions

$2,963,420

Historical Graphs

Total Assets Over Time

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

$32,581,202$16,290,601$0200920172024YearValue
$32,581,202Latest year 2024

Participants Over Time

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

2221110200920172024YearValue
209Latest 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
20242209$32,581,202$2,963,420$14,179iApproximate average salary by contribution assumption: employee only about $354,476 at 4% or $236,317 at 6%; with 50% employer match about $236,317 at 4% or $157,545 at 6%; with 100% employer match about $177,238 at 4% or $118,159 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-209$32,581,202$2,963,420$14,179iApproximate average salary by contribution assumption: employee only about $354,476 at 4% or $236,317 at 6%; with 50% employer match about $236,317 at 4% or $157,545 at 6%; with 100% employer match about $177,238 at 4% or $118,159 at 6%.
Stone Coast Fund Services LLC Consolidated Welfare Benefits Plan-167---
20232222$27,027,186$3,159,329$14,231iApproximate average salary by contribution assumption: employee only about $355,780 at 4% or $237,187 at 6%; with 50% employer match about $237,187 at 4% or $158,125 at 6%; with 100% employer match about $177,890 at 4% or $118,593 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-222$27,027,186$3,159,329$14,231iApproximate average salary by contribution assumption: employee only about $355,780 at 4% or $237,187 at 6%; with 50% employer match about $237,187 at 4% or $158,125 at 6%; with 100% employer match about $177,890 at 4% or $118,593 at 6%.
Stone Coast Fund Services LLC Consolidated Welfare Benefits Plan-172---
20222220$20,459,410$2,606,346$11,847iApproximate average salary by contribution assumption: employee only about $296,176 at 4% or $197,450 at 6%; with 50% employer match about $197,450 at 4% or $131,634 at 6%; with 100% employer match about $148,088 at 4% or $98,725 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-220$20,459,410$2,606,346$11,847iApproximate average salary by contribution assumption: employee only about $296,176 at 4% or $197,450 at 6%; with 50% employer match about $197,450 at 4% or $131,634 at 6%; with 100% employer match about $148,088 at 4% or $98,725 at 6%.
Stone Coast Fund Services LLC Consolidated Welfare Benefits Plan-175---
20212213$23,243,339$2,741,152$12,869iApproximate average salary by contribution assumption: employee only about $321,731 at 4% or $214,488 at 6%; with 50% employer match about $214,488 at 4% or $142,992 at 6%; with 100% employer match about $160,866 at 4% or $107,244 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-213$23,243,339$2,741,152$12,869iApproximate average salary by contribution assumption: employee only about $321,731 at 4% or $214,488 at 6%; with 50% employer match about $214,488 at 4% or $142,992 at 6%; with 100% employer match about $160,866 at 4% or $107,244 at 6%.
Stone Coast Fund Services LLC Consolidated Welfare Benefits Plan-168---
20202181$17,767,905$2,471,355$13,654iApproximate average salary by contribution assumption: employee only about $341,347 at 4% or $227,565 at 6%; with 50% employer match about $227,565 at 4% or $151,710 at 6%; with 100% employer match about $170,674 at 4% or $113,782 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-181$17,767,905$2,471,355$13,654iApproximate average salary by contribution assumption: employee only about $341,347 at 4% or $227,565 at 6%; with 50% employer match about $227,565 at 4% or $151,710 at 6%; with 100% employer match about $170,674 at 4% or $113,782 at 6%.
Stone Coast Fund Services LLC Consolidated Welfare Benefits Plan-143---
20192192$13,554,011$1,865,111$9,714iApproximate average salary by contribution assumption: employee only about $242,853 at 4% or $161,902 at 6%; with 50% employer match about $161,902 at 4% or $107,935 at 6%; with 100% employer match about $121,426 at 4% or $80,951 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-192$13,554,011$1,865,111$9,714iApproximate average salary by contribution assumption: employee only about $242,853 at 4% or $161,902 at 6%; with 50% employer match about $161,902 at 4% or $107,935 at 6%; with 100% employer match about $121,426 at 4% or $80,951 at 6%.
Stone Coast Fund Services LLC Consolidated Welfare Benefits Plan-156---
20182184$9,394,373$1,753,226$9,528iApproximate average salary by contribution assumption: employee only about $238,210 at 4% or $158,807 at 6%; with 50% employer match about $158,807 at 4% or $105,871 at 6%; with 100% employer match about $119,105 at 4% or $79,403 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-184$9,394,373$1,753,226$9,528iApproximate average salary by contribution assumption: employee only about $238,210 at 4% or $158,807 at 6%; with 50% employer match about $158,807 at 4% or $105,871 at 6%; with 100% employer match about $119,105 at 4% or $79,403 at 6%.
Stone Coast Fund Services LLC Consolidated Welfare Benefits Plan-152---
20173176$8,992,113$1,817,381$10,326iApproximate average salary by contribution assumption: employee only about $258,151 at 4% or $172,100 at 6%; with 50% employer match about $172,100 at 4% or $114,734 at 6%; with 100% employer match about $129,075 at 4% or $86,050 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-176$8,992,113$1,817,381$10,326iApproximate average salary by contribution assumption: employee only about $258,151 at 4% or $172,100 at 6%; with 50% employer match about $172,100 at 4% or $114,734 at 6%; with 100% employer match about $129,075 at 4% or $86,050 at 6%.
STONE COAST FUND SERVICES LLC LIFE AND DISABILITY PLAN-149---
STONE COAST FUND SERVICES LLC HEALTH PLAN-128---
20161172$6,477,739$1,465,255$8,519iApproximate average salary by contribution assumption: employee only about $212,973 at 4% or $141,982 at 6%; with 50% employer match about $141,982 at 4% or $94,655 at 6%; with 100% employer match about $106,487 at 4% or $70,991 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-172$6,477,739$1,465,255$8,519iApproximate average salary by contribution assumption: employee only about $212,973 at 4% or $141,982 at 6%; with 50% employer match about $141,982 at 4% or $94,655 at 6%; with 100% employer match about $106,487 at 4% or $70,991 at 6%.
20151146$4,754,807$1,258,944$8,623iApproximate average salary by contribution assumption: employee only about $215,573 at 4% or $143,715 at 6%; with 50% employer match about $143,715 at 4% or $95,810 at 6%; with 100% employer match about $107,786 at 4% or $71,858 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-146$4,754,807$1,258,944$8,623iApproximate average salary by contribution assumption: employee only about $215,573 at 4% or $143,715 at 6%; with 50% employer match about $143,715 at 4% or $95,810 at 6%; with 100% employer match about $107,786 at 4% or $71,858 at 6%.
20141115$4,171,666$822,139$7,149iApproximate average salary by contribution assumption: employee only about $178,726 at 4% or $119,151 at 6%; with 50% employer match about $119,151 at 4% or $79,434 at 6%; with 100% employer match about $89,363 at 4% or $59,575 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-115$4,171,666$822,139$7,149iApproximate average salary by contribution assumption: employee only about $178,726 at 4% or $119,151 at 6%; with 50% employer match about $119,151 at 4% or $79,434 at 6%; with 100% employer match about $89,363 at 4% or $59,575 at 6%.
2013190$3,268,932$667,871$7,421iApproximate average salary by contribution assumption: employee only about $185,520 at 4% or $123,680 at 6%; with 50% employer match about $123,680 at 4% or $82,453 at 6%; with 100% employer match about $92,760 at 4% or $61,840 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-90$3,268,932$667,871$7,421iApproximate average salary by contribution assumption: employee only about $185,520 at 4% or $123,680 at 6%; with 50% employer match about $123,680 at 4% or $82,453 at 6%; with 100% employer match about $92,760 at 4% or $61,840 at 6%.
2012166$2,085,961$809,300$12,262iApproximate average salary by contribution assumption: employee only about $306,553 at 4% or $204,369 at 6%; with 50% employer match about $204,369 at 4% or $136,246 at 6%; with 100% employer match about $153,277 at 4% or $102,184 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-66$2,085,961$809,300$12,262iApproximate average salary by contribution assumption: employee only about $306,553 at 4% or $204,369 at 6%; with 50% employer match about $204,369 at 4% or $136,246 at 6%; with 100% employer match about $153,277 at 4% or $102,184 at 6%.
2011151$1,150,972$420,407$8,243iApproximate average salary by contribution assumption: employee only about $206,082 at 4% or $137,388 at 6%; with 50% employer match about $137,388 at 4% or $91,592 at 6%; with 100% employer match about $103,041 at 4% or $68,694 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-51$1,150,972$420,407$8,243iApproximate average salary by contribution assumption: employee only about $206,082 at 4% or $137,388 at 6%; with 50% employer match about $137,388 at 4% or $91,592 at 6%; with 100% employer match about $103,041 at 4% or $68,694 at 6%.
2010139$791,926$243,339$6,239iApproximate average salary by contribution assumption: employee only about $155,987 at 4% or $103,991 at 6%; with 50% employer match about $103,991 at 4% or $69,327 at 6%; with 100% employer match about $77,993 at 4% or $51,996 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-39$791,926$243,339$6,239iApproximate average salary by contribution assumption: employee only about $155,987 at 4% or $103,991 at 6%; with 50% employer match about $103,991 at 4% or $69,327 at 6%; with 100% employer match about $77,993 at 4% or $51,996 at 6%.
2009131$447,016$125,422$4,046iApproximate average salary by contribution assumption: employee only about $101,147 at 4% or $67,431 at 6%; with 50% employer match about $67,431 at 4% or $44,954 at 6%; with 100% employer match about $50,573 at 4% or $33,716 at 6%.
Stone Coast Fund Services LLC 401(K) Plan-31$447,016$125,422$4,046iApproximate average salary by contribution assumption: employee only about $101,147 at 4% or $67,431 at 6%; with 50% employer match about $67,431 at 4% or $44,954 at 6%; with 100% employer match about $50,573 at 4% or $33,716 at 6%.