Civic Intelligence

Stephen Bader & Company Inc.

Plan context: Stephen Bader & Company Inc.Defined Benefit Plan

EIN 14-1471350 • Valley Falls, NY • 26 filings • 3 plans

10 Charles StreetValley Falls, NY 12185
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$973,791

2024 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,655,097$827,549$0199920132024YearValue
$973,791Latest year 2024

Participants Over Time

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

1050199920122024YearValue
7Latest 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
202417$973,791$0-
Stephen Bader & Company Inc.Defined Benefit Plan-7$973,791$0-
202317$787,668$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-7$787,668$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
202217$550,763$0-
Stephen Bader & Company Inc.Defined Benefit Plan-7$550,763--
202117$733,268$0-
Stephen Bader & Company Inc.Defined Benefit Plan-7$733,268$0-
202017$647,619$0-
Stephen Bader & Company Inc.Defined Benefit Plan-7$647,619$0-
201916$546,251$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-6$546,251$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201816$394,102$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-6$394,102$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201715$385,319$68,000$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-5$385,319$68,000$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
201618$646,020$80,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-8$646,020$80,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201517$560,075$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-7$560,075$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
201417$535,075$0-
Stephen Bader & Company Inc.Defined Benefit Plan-7$535,075$0-
201317$487,287$125,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-7$487,287$125,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
201217$529,640$63,612$9,087iApproximate average salary by contribution assumption: employee only about $227,186 at 4% or $151,457 at 6%; with 50% employer match about $151,457 at 4% or $100,971 at 6%; with 100% employer match about $113,593 at 4% or $75,729 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-7$529,640$63,612$9,087iApproximate average salary by contribution assumption: employee only about $227,186 at 4% or $151,457 at 6%; with 50% employer match about $151,457 at 4% or $100,971 at 6%; with 100% employer match about $113,593 at 4% or $75,729 at 6%.
201117$419,256$0-
Stephen Bader & Company Inc.Defined Benefit Plan-7$419,256$0-
201017$432,283$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-7$432,283$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
200919$338,701$0-
Stephen Bader & Company Inc.Defined Benefit Plan-9$338,701$0-
200818$614,255$0-
Stephen Bader & Company Inc.Defined Benefit Plan-8$614,255--
2007110$0$0-
Stephen Bader & Company Inc.Defined Benefit Plan-10---
2006110$1,230,605$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-10$1,230,605$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200518$1,191,180$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-8$1,191,180$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
200418$905,806$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-8$905,806$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
2003110$893,788$155,667$15,567iApproximate average salary by contribution assumption: employee only about $389,168 at 4% or $259,445 at 6%; with 50% employer match about $259,445 at 4% or $172,963 at 6%; with 100% employer match about $194,584 at 4% or $129,723 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-10$893,788$155,667$15,567iApproximate average salary by contribution assumption: employee only about $389,168 at 4% or $259,445 at 6%; with 50% employer match about $259,445 at 4% or $172,963 at 6%; with 100% employer match about $194,584 at 4% or $129,723 at 6%.
2002110$1,655,097$157,271$15,727iApproximate average salary by contribution assumption: employee only about $393,178 at 4% or $262,118 at 6%; with 50% employer match about $262,118 at 4% or $174,746 at 6%; with 100% employer match about $196,589 at 4% or $131,059 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-10$1,655,097$157,271$15,727iApproximate average salary by contribution assumption: employee only about $393,178 at 4% or $262,118 at 6%; with 50% employer match about $262,118 at 4% or $174,746 at 6%; with 100% employer match about $196,589 at 4% or $131,059 at 6%.
2001110$0$0-
Stephen Bader & Company Inc.Defined Benefit Plan-10---
2000110$1,375,742$91,829$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,048 at 6%; with 50% employer match about $153,048 at 4% or $102,032 at 6%; with 100% employer match about $114,786 at 4% or $76,524 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-10$1,375,742$91,829$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,048 at 6%; with 50% employer match about $153,048 at 4% or $102,032 at 6%; with 100% employer match about $114,786 at 4% or $76,524 at 6%.
1999110$1,439,665$91,829$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,048 at 6%; with 50% employer match about $153,048 at 4% or $102,032 at 6%; with 100% employer match about $114,786 at 4% or $76,524 at 6%.
Stephen Bader & Company Inc.Defined Benefit Plan-10$1,439,665$91,829$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,048 at 6%; with 50% employer match about $153,048 at 4% or $102,032 at 6%; with 100% employer match about $114,786 at 4% or $76,524 at 6%.