Steven Hale & Associates
Plan context: Stevens Hale & Associates 401(K) Plan
EIN 14-1859983 • Savannah, GA • 6 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
15
2015 Assets
$1,571,124
2015 Contributions
$94,285
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $94,285 | - |
| Stevens Hale & Associates 401(K) Plan | - | 0 | $0 | $94,285 | - |
| 2014 | 1 | 15 | $1,571,124 | $417,955 | $27,864iApproximate average salary by contribution assumption: employee only about $696,592 at 4% or $464,394 at 6%; with 50% employer match about $464,394 at 4% or $309,596 at 6%; with 100% employer match about $348,296 at 4% or $232,197 at 6%. |
| Stevens Hale & Associates 401(K) Plan | - | 15 | $1,571,124 | $417,955 | $27,864iApproximate average salary by contribution assumption: employee only about $696,592 at 4% or $464,394 at 6%; with 50% employer match about $464,394 at 4% or $309,596 at 6%; with 100% employer match about $348,296 at 4% or $232,197 at 6%. |
| 2013 | 1 | 12 | $1,145,990 | $124,959 | $10,413iApproximate average salary by contribution assumption: employee only about $260,331 at 4% or $173,554 at 6%; with 50% employer match about $173,554 at 4% or $115,703 at 6%; with 100% employer match about $130,166 at 4% or $86,777 at 6%. |
| Stevens Hale & Associates 401(K) Plan | - | 12 | $1,145,990 | $124,959 | $10,413iApproximate average salary by contribution assumption: employee only about $260,331 at 4% or $173,554 at 6%; with 50% employer match about $173,554 at 4% or $115,703 at 6%; with 100% employer match about $130,166 at 4% or $86,777 at 6%. |
| 2012 | 1 | 10 | $944,396 | $116,929 | $11,693iApproximate average salary by contribution assumption: employee only about $292,323 at 4% or $194,882 at 6%; with 50% employer match about $194,882 at 4% or $129,921 at 6%; with 100% employer match about $146,161 at 4% or $97,441 at 6%. |
| Stevens Hale & Associates 401(K) Plan | - | 10 | $944,396 | $116,929 | $11,693iApproximate average salary by contribution assumption: employee only about $292,323 at 4% or $194,882 at 6%; with 50% employer match about $194,882 at 4% or $129,921 at 6%; with 100% employer match about $146,161 at 4% or $97,441 at 6%. |
| 2011 | 1 | 13 | $802,966 | $109,320 | $8,409iApproximate average salary by contribution assumption: employee only about $210,231 at 4% or $140,154 at 6%; with 50% employer match about $140,154 at 4% or $93,436 at 6%; with 100% employer match about $105,115 at 4% or $70,077 at 6%. |
| Stevens Hale & Associates 401(K) Plan | - | 13 | $802,966 | $109,320 | $8,409iApproximate average salary by contribution assumption: employee only about $210,231 at 4% or $140,154 at 6%; with 50% employer match about $140,154 at 4% or $93,436 at 6%; with 100% employer match about $105,115 at 4% or $70,077 at 6%. |
| 2010 | 1 | 9 | $712,400 | $651,835 | $72,426iApproximate average salary by contribution assumption: employee only about $1,810,653 at 4% or $1,207,102 at 6%; with 50% employer match about $1,207,102 at 4% or $804,735 at 6%; with 100% employer match about $905,326 at 4% or $603,551 at 6%. |
| Stevens Hale & Associates 401(K) Plan | - | 9 | $712,400 | $651,835 | $72,426iApproximate average salary by contribution assumption: employee only about $1,810,653 at 4% or $1,207,102 at 6%; with 50% employer match about $1,207,102 at 4% or $804,735 at 6%; with 100% employer match about $905,326 at 4% or $603,551 at 6%. |