Joseph Stevens & Co. Inc
Plan context: JOSEPH STEVEN & COMPANY, INC 401K PLAN
EIN 11-3179487 • 13 filings • 5 plans
Current Snapshot
Latest Year
2007
2007 Participants
94
2007 Assets
$1,493,639
2007 Contributions
$133,896
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 94 | $1,493,639 | $133,896 | $1,424iApproximate average salary by contribution assumption: employee only about $35,611 at 4% or $23,740 at 6%; with 50% employer match about $23,740 at 4% or $15,827 at 6%; with 100% employer match about $17,805 at 4% or $11,870 at 6%. |
| JOSEPH STEVEN & COMPANY, INC 401K PLAN | - | 94 | $1,493,639 | $133,896 | $1,424iApproximate average salary by contribution assumption: employee only about $35,611 at 4% or $23,740 at 6%; with 50% employer match about $23,740 at 4% or $15,827 at 6%; with 100% employer match about $17,805 at 4% or $11,870 at 6%. |
| 2006 | 1 | 167 | $1,481,531 | $99,085 | $593iApproximate average salary by contribution assumption: employee only about $14,833 at 4% or $9,889 at 6%; with 50% employer match about $9,889 at 4% or $6,592 at 6%; with 100% employer match about $7,417 at 4% or $4,944 at 6%. |
| JOSEPH STEVEN & COMPANY, INC. 401K PLAN | - | 167 | $1,481,531 | $99,085 | $593iApproximate average salary by contribution assumption: employee only about $14,833 at 4% or $9,889 at 6%; with 50% employer match about $9,889 at 4% or $6,592 at 6%; with 100% employer match about $7,417 at 4% or $4,944 at 6%. |
| 2005 | 2 | 207 | $1,454,469 | $181,077 | $875iApproximate average salary by contribution assumption: employee only about $21,869 at 4% or $14,579 at 6%; with 50% employer match about $14,579 at 4% or $9,720 at 6%; with 100% employer match about $10,935 at 4% or $7,290 at 6%. |
| JOSEPH STEVEN & COMPANY, INC. 401K PLAN | - | 130 | $1,454,469 | $181,077 | $1,393iApproximate average salary by contribution assumption: employee only about $34,823 at 4% or $23,215 at 6%; with 50% employer match about $23,215 at 4% or $15,477 at 6%; with 100% employer match about $17,411 at 4% or $11,608 at 6%. |
| Joseph Stevens & Co. Inc. | - | 207 | - | - | - |
| 2004 | 2 | 176 | $1,535,911 | $197,320 | $1,121iApproximate average salary by contribution assumption: employee only about $28,028 at 4% or $18,686 at 6%; with 50% employer match about $18,686 at 4% or $12,457 at 6%; with 100% employer match about $14,014 at 4% or $9,343 at 6%. |
| JOSEPH STEVEN & COMPANY, INC. 401K PLAN | - | 144 | $1,535,911 | $197,320 | $1,370iApproximate average salary by contribution assumption: employee only about $34,257 at 4% or $22,838 at 6%; with 50% employer match about $22,838 at 4% or $15,225 at 6%; with 100% employer match about $17,128 at 4% or $11,419 at 6%. |
| Joseph Stevens & Co. Inc. | - | 176 | - | - | - |
| 2003 | 2 | 172 | $1,381,247 | $204,349 | $1,188iApproximate average salary by contribution assumption: employee only about $29,702 at 4% or $19,801 at 6%; with 50% employer match about $19,801 at 4% or $13,201 at 6%; with 100% employer match about $14,851 at 4% or $9,901 at 6%. |
| JOSEPH STEVEN & COMPANY, INC. 401K PLAN | - | 127 | $1,381,247 | $204,349 | $1,609iApproximate average salary by contribution assumption: employee only about $40,226 at 4% or $26,817 at 6%; with 50% employer match about $26,817 at 4% or $17,878 at 6%; with 100% employer match about $20,113 at 4% or $13,409 at 6%. |
| Joseph Stevens & Co. Inc. | - | 172 | - | - | - |
| 2002 | 2 | 153 | $1,144,196 | $142,826 | $934iApproximate average salary by contribution assumption: employee only about $23,338 at 4% or $15,558 at 6%; with 50% employer match about $15,558 at 4% or $10,372 at 6%; with 100% employer match about $11,669 at 4% or $7,779 at 6%. |
| JOSEPH STEVEN & COMPANY, INC. 401K PLAN | - | 91 | $1,144,196 | $142,826 | $1,570iApproximate average salary by contribution assumption: employee only about $39,238 at 4% or $26,159 at 6%; with 50% employer match about $26,159 at 4% or $17,439 at 6%; with 100% employer match about $19,619 at 4% or $13,079 at 6%. |
| Joseph Stevens & Co. Inc. | - | 153 | - | - | - |
| 2001 | 1 | 136 | $0 | $0 | - |
| Joseph Stevens & Co. Inc. | - | 136 | - | - | - |
| 1999 | 2 | 147 | $0 | $0 | - |
| Joseph Stevens & Co. Inc. | - | 128 | - | - | - |
| Joseph Stevens & Co. Inc. | - | 147 | - | - | - |