Stephens, Baroni, Reilly & Lewis
Plan context: Stephens, Baroni, Reilly & Lewis Profit Sharing Plan
EIN 13-2722280 • White Plains, NY • 23 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$262,764
2021 Contributions
$81,540
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $262,764 | $0 | - |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 1 | $262,764 | $0 | - |
| 2020 | 1 | 5 | $4,691,284 | $81,540 | $16,308iApproximate average salary by contribution assumption: employee only about $407,700 at 4% or $271,800 at 6%; with 50% employer match about $271,800 at 4% or $181,200 at 6%; with 100% employer match about $203,850 at 4% or $135,900 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 5 | $4,691,284 | $81,540 | $16,308iApproximate average salary by contribution assumption: employee only about $407,700 at 4% or $271,800 at 6%; with 50% employer match about $271,800 at 4% or $181,200 at 6%; with 100% employer match about $203,850 at 4% or $135,900 at 6%. |
| 2019 | 1 | 5 | $7,184,818 | $80,178 | $16,036iApproximate average salary by contribution assumption: employee only about $400,890 at 4% or $267,260 at 6%; with 50% employer match about $267,260 at 4% or $178,173 at 6%; with 100% employer match about $200,445 at 4% or $133,630 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 5 | $7,184,818 | $80,178 | $16,036iApproximate average salary by contribution assumption: employee only about $400,890 at 4% or $267,260 at 6%; with 50% employer match about $267,260 at 4% or $178,173 at 6%; with 100% employer match about $200,445 at 4% or $133,630 at 6%. |
| 2018 | 1 | 6 | $5,630,151 | $98,573 | $16,429iApproximate average salary by contribution assumption: employee only about $410,721 at 4% or $273,814 at 6%; with 50% employer match about $273,814 at 4% or $182,543 at 6%; with 100% employer match about $205,360 at 4% or $136,907 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 6 | $5,630,151 | $98,573 | $16,429iApproximate average salary by contribution assumption: employee only about $410,721 at 4% or $273,814 at 6%; with 50% employer match about $273,814 at 4% or $182,543 at 6%; with 100% employer match about $205,360 at 4% or $136,907 at 6%. |
| 2017 | 1 | 8 | $5,950,772 | $96,687 | $12,086iApproximate average salary by contribution assumption: employee only about $302,147 at 4% or $201,431 at 6%; with 50% employer match about $201,431 at 4% or $134,288 at 6%; with 100% employer match about $151,073 at 4% or $100,716 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 8 | $5,950,772 | $96,687 | $12,086iApproximate average salary by contribution assumption: employee only about $302,147 at 4% or $201,431 at 6%; with 50% employer match about $201,431 at 4% or $134,288 at 6%; with 100% employer match about $151,073 at 4% or $100,716 at 6%. |
| 2016 | 1 | 7 | $4,915,594 | $112,363 | $16,052iApproximate average salary by contribution assumption: employee only about $401,296 at 4% or $267,531 at 6%; with 50% employer match about $267,531 at 4% or $178,354 at 6%; with 100% employer match about $200,648 at 4% or $133,765 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 7 | $4,915,594 | $112,363 | $16,052iApproximate average salary by contribution assumption: employee only about $401,296 at 4% or $267,531 at 6%; with 50% employer match about $267,531 at 4% or $178,354 at 6%; with 100% employer match about $200,648 at 4% or $133,765 at 6%. |
| 2015 | 1 | 6 | $4,482,039 | $117,024 | $19,504iApproximate average salary by contribution assumption: employee only about $487,600 at 4% or $325,067 at 6%; with 50% employer match about $325,067 at 4% or $216,711 at 6%; with 100% employer match about $243,800 at 4% or $162,533 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 6 | $4,482,039 | $117,024 | $19,504iApproximate average salary by contribution assumption: employee only about $487,600 at 4% or $325,067 at 6%; with 50% employer match about $325,067 at 4% or $216,711 at 6%; with 100% employer match about $243,800 at 4% or $162,533 at 6%. |
| 2014 | 1 | 6 | $4,329,839 | $113,037 | $18,840iApproximate average salary by contribution assumption: employee only about $470,988 at 4% or $313,992 at 6%; with 50% employer match about $313,992 at 4% or $209,328 at 6%; with 100% employer match about $235,494 at 4% or $156,996 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 6 | $4,329,839 | $113,037 | $18,840iApproximate average salary by contribution assumption: employee only about $470,988 at 4% or $313,992 at 6%; with 50% employer match about $313,992 at 4% or $209,328 at 6%; with 100% employer match about $235,494 at 4% or $156,996 at 6%. |
| 2013 | 1 | 6 | $3,887,384 | $118,177 | $19,696iApproximate average salary by contribution assumption: employee only about $492,404 at 4% or $328,269 at 6%; with 50% employer match about $328,269 at 4% or $218,846 at 6%; with 100% employer match about $246,202 at 4% or $164,135 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 6 | $3,887,384 | $118,177 | $19,696iApproximate average salary by contribution assumption: employee only about $492,404 at 4% or $328,269 at 6%; with 50% employer match about $328,269 at 4% or $218,846 at 6%; with 100% employer match about $246,202 at 4% or $164,135 at 6%. |
| 2012 | 1 | 6 | $2,972,271 | $114,181 | $19,030iApproximate average salary by contribution assumption: employee only about $475,754 at 4% or $317,169 at 6%; with 50% employer match about $317,169 at 4% or $211,446 at 6%; with 100% employer match about $237,877 at 4% or $158,585 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 6 | $2,972,271 | $114,181 | $19,030iApproximate average salary by contribution assumption: employee only about $475,754 at 4% or $317,169 at 6%; with 50% employer match about $317,169 at 4% or $211,446 at 6%; with 100% employer match about $237,877 at 4% or $158,585 at 6%. |
| 2011 | 1 | 6 | $2,630,791 | $112,265 | $18,711iApproximate average salary by contribution assumption: employee only about $467,771 at 4% or $311,847 at 6%; with 50% employer match about $311,847 at 4% or $207,898 at 6%; with 100% employer match about $233,885 at 4% or $155,924 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 6 | $2,630,791 | $112,265 | $18,711iApproximate average salary by contribution assumption: employee only about $467,771 at 4% or $311,847 at 6%; with 50% employer match about $311,847 at 4% or $207,898 at 6%; with 100% employer match about $233,885 at 4% or $155,924 at 6%. |
| 2010 | 1 | 6 | $2,512,405 | $108,429 | $18,072iApproximate average salary by contribution assumption: employee only about $451,788 at 4% or $301,192 at 6%; with 50% employer match about $301,192 at 4% or $200,794 at 6%; with 100% employer match about $225,894 at 4% or $150,596 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 6 | $2,512,405 | $108,429 | $18,072iApproximate average salary by contribution assumption: employee only about $451,788 at 4% or $301,192 at 6%; with 50% employer match about $301,192 at 4% or $200,794 at 6%; with 100% employer match about $225,894 at 4% or $150,596 at 6%. |
| 2009 | 1 | 7 | $2,243,523 | $123,626 | $17,661iApproximate average salary by contribution assumption: employee only about $441,521 at 4% or $294,348 at 6%; with 50% employer match about $294,348 at 4% or $196,232 at 6%; with 100% employer match about $220,761 at 4% or $147,174 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 7 | $2,243,523 | $123,626 | $17,661iApproximate average salary by contribution assumption: employee only about $441,521 at 4% or $294,348 at 6%; with 50% employer match about $294,348 at 4% or $196,232 at 6%; with 100% employer match about $220,761 at 4% or $147,174 at 6%. |
| 2008 | 1 | 7 | $1,659,881 | $117,787 | $16,827iApproximate average salary by contribution assumption: employee only about $420,668 at 4% or $280,445 at 6%; with 50% employer match about $280,445 at 4% or $186,963 at 6%; with 100% employer match about $210,334 at 4% or $140,223 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 7 | $1,659,881 | $117,787 | $16,827iApproximate average salary by contribution assumption: employee only about $420,668 at 4% or $280,445 at 6%; with 50% employer match about $280,445 at 4% or $186,963 at 6%; with 100% employer match about $210,334 at 4% or $140,223 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 8 | $2,085,981 | $111,338 | $13,917iApproximate average salary by contribution assumption: employee only about $347,931 at 4% or $231,954 at 6%; with 50% employer match about $231,954 at 4% or $154,636 at 6%; with 100% employer match about $173,966 at 4% or $115,977 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 8 | $2,085,981 | $111,338 | $13,917iApproximate average salary by contribution assumption: employee only about $347,931 at 4% or $231,954 at 6%; with 50% employer match about $231,954 at 4% or $154,636 at 6%; with 100% employer match about $173,966 at 4% or $115,977 at 6%. |
| 2005 | 1 | 7 | $1,862,221 | $110,056 | $15,722iApproximate average salary by contribution assumption: employee only about $393,057 at 4% or $262,038 at 6%; with 50% employer match about $262,038 at 4% or $174,692 at 6%; with 100% employer match about $196,529 at 4% or $131,019 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 7 | $1,862,221 | $110,056 | $15,722iApproximate average salary by contribution assumption: employee only about $393,057 at 4% or $262,038 at 6%; with 50% employer match about $262,038 at 4% or $174,692 at 6%; with 100% employer match about $196,529 at 4% or $131,019 at 6%. |
| 2004 | 1 | 8 | $1,724,195 | $103,553 | $12,944iApproximate average salary by contribution assumption: employee only about $323,603 at 4% or $215,735 at 6%; with 50% employer match about $215,735 at 4% or $143,824 at 6%; with 100% employer match about $161,802 at 4% or $107,868 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 8 | $1,724,195 | $103,553 | $12,944iApproximate average salary by contribution assumption: employee only about $323,603 at 4% or $215,735 at 6%; with 50% employer match about $215,735 at 4% or $143,824 at 6%; with 100% employer match about $161,802 at 4% or $107,868 at 6%. |
| 2003 | 1 | 8 | $0 | $0 | - |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 8 | - | - | - |
| 2002 | 1 | 9 | $1,260,149 | $117,484 | $13,054iApproximate average salary by contribution assumption: employee only about $326,344 at 4% or $217,563 at 6%; with 50% employer match about $217,563 at 4% or $145,042 at 6%; with 100% employer match about $163,172 at 4% or $108,781 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 9 | $1,260,149 | $117,484 | $13,054iApproximate average salary by contribution assumption: employee only about $326,344 at 4% or $217,563 at 6%; with 50% employer match about $217,563 at 4% or $145,042 at 6%; with 100% employer match about $163,172 at 4% or $108,781 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 9 | - | - | - |
| 2000 | 1 | 10 | $1,626,647 | $98,137 | $9,814iApproximate average salary by contribution assumption: employee only about $245,343 at 4% or $163,562 at 6%; with 50% employer match about $163,562 at 4% or $109,041 at 6%; with 100% employer match about $122,671 at 4% or $81,781 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 10 | $1,626,647 | $98,137 | $9,814iApproximate average salary by contribution assumption: employee only about $245,343 at 4% or $163,562 at 6%; with 50% employer match about $163,562 at 4% or $109,041 at 6%; with 100% employer match about $122,671 at 4% or $81,781 at 6%. |
| 1999 | 1 | 10 | $1,768,331 | $93,835 | $9,384iApproximate average salary by contribution assumption: employee only about $234,588 at 4% or $156,392 at 6%; with 50% employer match about $156,392 at 4% or $104,261 at 6%; with 100% employer match about $117,294 at 4% or $78,196 at 6%. |
| Stephens, Baroni, Reilly & Lewis Profit Sharing Plan | - | 10 | $1,768,331 | $93,835 | $9,384iApproximate average salary by contribution assumption: employee only about $234,588 at 4% or $156,392 at 6%; with 50% employer match about $156,392 at 4% or $104,261 at 6%; with 100% employer match about $117,294 at 4% or $78,196 at 6%. |