Civic Intelligence

Collins Stewart LLC

Plan context: COLLINS STEWART, INC. 401(K) RETIREMENT PLAN

EIN 13-4007004 • 22 filings • 6 plans

Current Snapshot

Latest Year

2011

2011 Participants

168

2011 Assets

$6,517,716

2011 Contributions

$1,503,466

Historical Graphs

Total Assets Over Time

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

$6,517,716$3,258,858$0200020062011YearValue
$6,517,716Latest year 2011

Participants Over Time

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

168840200020062011YearValue
168Latest year 2011

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
20112168$6,517,716$1,503,466$8,949iApproximate average salary by contribution assumption: employee only about $223,730 at 4% or $149,153 at 6%; with 50% employer match about $149,153 at 4% or $99,436 at 6%; with 100% employer match about $111,865 at 4% or $74,577 at 6%.
COLLINS STEWART, INC. 401(K) RETIREMENT PLAN-114$6,517,716$1,503,466$13,188iApproximate average salary by contribution assumption: employee only about $329,707 at 4% or $219,805 at 6%; with 50% employer match about $219,805 at 4% or $146,537 at 6%; with 100% employer match about $164,854 at 4% or $109,902 at 6%.
Collins Stewart LLC Health & Welfare Plan-168---
20102155$6,082,660$1,145,025$7,387iApproximate average salary by contribution assumption: employee only about $184,681 at 4% or $123,121 at 6%; with 50% employer match about $123,121 at 4% or $82,081 at 6%; with 100% employer match about $92,341 at 4% or $61,560 at 6%.
COLLINS STEWART, INC. 401(K) RETIREMENT PLAN-101$6,082,660$1,145,025$11,337iApproximate average salary by contribution assumption: employee only about $283,422 at 4% or $188,948 at 6%; with 50% employer match about $188,948 at 4% or $125,965 at 6%; with 100% employer match about $141,711 at 4% or $94,474 at 6%.
Collins Stewart LLC Health & Welfare Plan-155---
20092138$5,466,976$1,052,692$7,628iApproximate average salary by contribution assumption: employee only about $190,705 at 4% or $127,137 at 6%; with 50% employer match about $127,137 at 4% or $84,758 at 6%; with 100% employer match about $95,353 at 4% or $63,568 at 6%.
COLLINS STEWART, INC. 401(K) RETIREMENT PLAN-105$5,466,976$1,052,692$10,026iApproximate average salary by contribution assumption: employee only about $250,641 at 4% or $167,094 at 6%; with 50% employer match about $167,094 at 4% or $111,396 at 6%; with 100% employer match about $125,320 at 4% or $83,547 at 6%.
Collins Stewart LLC Health & Welfare Plan-138---
20082140$4,754,364$3,838,850$27,420iApproximate average salary by contribution assumption: employee only about $685,509 at 4% or $457,006 at 6%; with 50% employer match about $457,006 at 4% or $304,671 at 6%; with 100% employer match about $342,754 at 4% or $228,503 at 6%.
COLLINS STEWART, INC. 401K RETIREMENT PLAN-107$4,754,364$3,838,850$35,877iApproximate average salary by contribution assumption: employee only about $896,928 at 4% or $597,952 at 6%; with 50% employer match about $597,952 at 4% or $398,634 at 6%; with 100% employer match about $448,464 at 4% or $298,976 at 6%.
Collins Stewart LLC Health & Welfare Plan-140---
2007160$0$0-
COLLINS STEWART, INC. 401K RETIREMENT PLAN-60---
2006211$1,696,777$544,356$49,487iApproximate average salary by contribution assumption: employee only about $1,237,173 at 4% or $824,782 at 6%; with 50% employer match about $824,782 at 4% or $549,855 at 6%; with 100% employer match about $618,586 at 4% or $412,391 at 6%.
COLLINS STEWART, INC. 401K RETIREMENT PLAN-11$1,696,777$544,356$49,487iApproximate average salary by contribution assumption: employee only about $1,237,173 at 4% or $824,782 at 6%; with 50% employer match about $824,782 at 4% or $549,855 at 6%; with 100% employer match about $618,586 at 4% or $412,391 at 6%.
COLLINS STEWART, INC. PROFIT SHARING PLAN-0---
200516$509,068$0-
COLLINS STEWART, INC. PROFIT SHARING PLAN-6$509,068--
2004213$1,656,102$245,306$18,870iApproximate average salary by contribution assumption: employee only about $471,742 at 4% or $314,495 at 6%; with 50% employer match about $314,495 at 4% or $209,663 at 6%; with 100% employer match about $235,871 at 4% or $157,247 at 6%.
COLLINS STEWART, INC. 401K RETIREMENT PLAN-13$1,035,780$245,306$18,870iApproximate average salary by contribution assumption: employee only about $471,742 at 4% or $314,495 at 6%; with 50% employer match about $314,495 at 4% or $209,663 at 6%; with 100% employer match about $235,871 at 4% or $157,247 at 6%.
COLLINS STEWART, INC. PROFIT SHARING PLAN-11$620,322--
2003212$0$0-
COLLINS STEWART, INC. PROFIT SHARING PLAN-10---
COLLINS STEWART, INC. 401K RETIREMENT PLAN-12---
2002210$701,838$341,634$34,163iApproximate average salary by contribution assumption: employee only about $854,085 at 4% or $569,390 at 6%; with 50% employer match about $569,390 at 4% or $379,593 at 6%; with 100% employer match about $427,043 at 4% or $284,695 at 6%.
COLLINS STEWART, INC. 401K RETIREMENT PLAN-10$384,528$189,951$18,995iApproximate average salary by contribution assumption: employee only about $474,877 at 4% or $316,585 at 6%; with 50% employer match about $316,585 at 4% or $211,057 at 6%; with 100% employer match about $237,439 at 4% or $158,293 at 6%.
COLLINS STEWART, INC. MONEY PURCHASE PLAN-8$317,310$151,683$18,960iApproximate average salary by contribution assumption: employee only about $474,009 at 4% or $316,006 at 6%; with 50% employer match about $316,006 at 4% or $210,671 at 6%; with 100% employer match about $237,005 at 4% or $158,003 at 6%.
200128$210,589$133,247$16,656iApproximate average salary by contribution assumption: employee only about $416,397 at 4% or $277,598 at 6%; with 50% employer match about $277,598 at 4% or $185,065 at 6%; with 100% employer match about $208,198 at 4% or $138,799 at 6%.
COLLINS STEWART, INC. MONEY PURCHASE PLAN-8$210,589$133,247$16,656iApproximate average salary by contribution assumption: employee only about $416,397 at 4% or $277,598 at 6%; with 50% employer match about $277,598 at 4% or $185,065 at 6%; with 100% employer match about $208,198 at 4% or $138,799 at 6%.
COLLINS STEWART, INC. 401K RETIREMENT PLAN-8---
200029$168,805$193,823$21,536iApproximate average salary by contribution assumption: employee only about $538,397 at 4% or $358,931 at 6%; with 50% employer match about $358,931 at 4% or $239,288 at 6%; with 100% employer match about $269,199 at 4% or $179,466 at 6%.
COLLINS STEWART, INC. 401K RETIREMENT PLAN-9$86,349$111,367$12,374iApproximate average salary by contribution assumption: employee only about $309,353 at 4% or $206,235 at 6%; with 50% employer match about $206,235 at 4% or $137,490 at 6%; with 100% employer match about $154,676 at 4% or $103,118 at 6%.
COLLINS STEWART, INC. MONEY PURCHASE PLAN-8$82,456$82,456$10,307iApproximate average salary by contribution assumption: employee only about $257,675 at 4% or $171,783 at 6%; with 50% employer match about $171,783 at 4% or $114,522 at 6%; with 100% employer match about $128,838 at 4% or $85,892 at 6%.
Collins Stewart LLC | EIN 13-4007004 | 2011 Form 5500 Company Profile