R.M. Stephens & Company Inc.
Plan context: R.M. Stephens & Company Inc. Pension Plan
EIN 13-1345400 • White Plains, NY • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,977,314
2024 Contributions
$67,925
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 | 4 | $1,977,314 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,977,314 | $0 | - |
| 2023 | 1 | 4 | $1,819,319 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,819,319 | $0 | - |
| 2022 | 1 | 4 | $1,683,888 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,683,888 | $0 | - |
| 2021 | 1 | 4 | $1,834,671 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,834,671 | $0 | - |
| 2020 | 1 | 4 | $1,582,697 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,582,697 | $0 | - |
| 2019 | 1 | 4 | $1,518,945 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,518,945 | $0 | - |
| 2018 | 1 | 4 | $1,241,281 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,241,281 | $0 | - |
| 2017 | 1 | 4 | $1,272,856 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,272,856 | $0 | - |
| 2016 | 1 | 4 | $1,133,171 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,133,171 | $0 | - |
| 2015 | 1 | 4 | $1,020,480 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,020,480 | $0 | - |
| 2014 | 1 | 4 | $1,028,508 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $1,028,508 | $0 | - |
| 2013 | 1 | 4 | $976,799 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $976,799 | $0 | - |
| 2012 | 1 | 4 | $851,017 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $851,017 | $0 | - |
| 2011 | 1 | 4 | $813,692 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 4 | $813,692 | $0 | - |
| 2010 | 1 | 5 | $1,228,661 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 5 | $1,228,661 | $0 | - |
| 2009 | 1 | 5 | $2,337,144 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 5 | $2,337,144 | $0 | - |
| 2008 | 1 | 5 | $2,307,552 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 5 | $2,307,552 | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 5 | - | - | - |
| 2006 | 1 | 6 | $2,486,926 | $67,925 | $11,321iApproximate average salary by contribution assumption: employee only about $283,021 at 4% or $188,681 at 6%; with 50% employer match about $188,681 at 4% or $125,787 at 6%; with 100% employer match about $141,510 at 4% or $94,340 at 6%. |
| R.M. Stephens & Company Inc. Pension Plan | - | 6 | $2,486,926 | $67,925 | $11,321iApproximate average salary by contribution assumption: employee only about $283,021 at 4% or $188,681 at 6%; with 50% employer match about $188,681 at 4% or $125,787 at 6%; with 100% employer match about $141,510 at 4% or $94,340 at 6%. |
| 2005 | 1 | 6 | $2,334,756 | $97,991 | $16,332iApproximate average salary by contribution assumption: employee only about $408,296 at 4% or $272,197 at 6%; with 50% employer match about $272,197 at 4% or $181,465 at 6%; with 100% employer match about $204,148 at 4% or $136,099 at 6%. |
| R.M. Stephens & Company Inc. Pension Plan | - | 6 | $2,334,756 | $97,991 | $16,332iApproximate average salary by contribution assumption: employee only about $408,296 at 4% or $272,197 at 6%; with 50% employer match about $272,197 at 4% or $181,465 at 6%; with 100% employer match about $204,148 at 4% or $136,099 at 6%. |
| 2004 | 1 | 6 | $2,166,349 | $135,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| R.M. Stephens & Company Inc. Pension Plan | - | 6 | $2,166,349 | $135,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| 2003 | 1 | 6 | $1,995,679 | $102,191 | $17,032iApproximate average salary by contribution assumption: employee only about $425,796 at 4% or $283,864 at 6%; with 50% employer match about $283,864 at 4% or $189,243 at 6%; with 100% employer match about $212,898 at 4% or $141,932 at 6%. |
| R.M. Stephens & Company Inc. Pension Plan | - | 6 | $1,995,679 | $102,191 | $17,032iApproximate average salary by contribution assumption: employee only about $425,796 at 4% or $283,864 at 6%; with 50% employer match about $283,864 at 4% or $189,243 at 6%; with 100% employer match about $212,898 at 4% or $141,932 at 6%. |
| 2002 | 1 | 5 | $1,861,351 | $112,834 | $22,567iApproximate average salary by contribution assumption: employee only about $564,170 at 4% or $376,113 at 6%; with 50% employer match about $376,113 at 4% or $250,742 at 6%; with 100% employer match about $282,085 at 4% or $188,057 at 6%. |
| R.M. Stephens & Company Inc. Pension Plan | - | 5 | $1,861,351 | $112,834 | $22,567iApproximate average salary by contribution assumption: employee only about $564,170 at 4% or $376,113 at 6%; with 50% employer match about $376,113 at 4% or $250,742 at 6%; with 100% employer match about $282,085 at 4% or $188,057 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| R.M. Stephens & Company Inc. Pension Plan | - | 6 | - | - | - |
| 2000 | 1 | 5 | $2,406,439 | $110,553 | $22,111iApproximate average salary by contribution assumption: employee only about $552,765 at 4% or $368,510 at 6%; with 50% employer match about $368,510 at 4% or $245,673 at 6%; with 100% employer match about $276,383 at 4% or $184,255 at 6%. |
| R.M. Stephens & Company Inc. Pension Plan | - | 5 | $2,406,439 | $110,553 | $22,111iApproximate average salary by contribution assumption: employee only about $552,765 at 4% or $368,510 at 6%; with 50% employer match about $368,510 at 4% or $245,673 at 6%; with 100% employer match about $276,383 at 4% or $184,255 at 6%. |
| 1999 | 1 | 5 | $2,993,058 | $109,032 | $21,806iApproximate average salary by contribution assumption: employee only about $545,160 at 4% or $363,440 at 6%; with 50% employer match about $363,440 at 4% or $242,293 at 6%; with 100% employer match about $272,580 at 4% or $181,720 at 6%. |
| R.M. Stephens & Company Inc. Pension Plan | - | 5 | $2,993,058 | $109,032 | $21,806iApproximate average salary by contribution assumption: employee only about $545,160 at 4% or $363,440 at 6%; with 50% employer match about $363,440 at 4% or $242,293 at 6%; with 100% employer match about $272,580 at 4% or $181,720 at 6%. |