Civic Intelligence

STEPHAN REAL ESTATE, INC.

Plan context: STEPHAN REAL ESTATE, INC. 401(K) PLAN

EIN 14-1871627 • Sudbury, MA • 9 filings • 1 plans

400 Boston Post RoadSudbury, MA 01776
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$554,054

2025 Contributions

$54,928

Historical Graphs

Total Assets Over Time

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

$554,054$277,027$0201720212025YearValue
$554,054Latest year 2025

Participants Over Time

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

210201720212025YearValue
2Latest year 2025

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
202512$554,054$54,928$27,464iApproximate average salary by contribution assumption: employee only about $686,600 at 4% or $457,733 at 6%; with 50% employer match about $457,733 at 4% or $305,156 at 6%; with 100% employer match about $343,300 at 4% or $228,867 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$554,054$54,928$27,464iApproximate average salary by contribution assumption: employee only about $686,600 at 4% or $457,733 at 6%; with 50% employer match about $457,733 at 4% or $305,156 at 6%; with 100% employer match about $343,300 at 4% or $228,867 at 6%.
202412$437,004$52,255$26,128iApproximate average salary by contribution assumption: employee only about $653,188 at 4% or $435,458 at 6%; with 50% employer match about $435,458 at 4% or $290,306 at 6%; with 100% employer match about $326,594 at 4% or $217,729 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$437,004$52,255$26,128iApproximate average salary by contribution assumption: employee only about $653,188 at 4% or $435,458 at 6%; with 50% employer match about $435,458 at 4% or $290,306 at 6%; with 100% employer match about $326,594 at 4% or $217,729 at 6%.
202312$359,616$52,577$26,289iApproximate average salary by contribution assumption: employee only about $657,213 at 4% or $438,142 at 6%; with 50% employer match about $438,142 at 4% or $292,094 at 6%; with 100% employer match about $328,606 at 4% or $219,071 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$359,616$52,577$26,289iApproximate average salary by contribution assumption: employee only about $657,213 at 4% or $438,142 at 6%; with 50% employer match about $438,142 at 4% or $292,094 at 6%; with 100% employer match about $328,606 at 4% or $219,071 at 6%.
202212$264,312$48,057$24,029iApproximate average salary by contribution assumption: employee only about $600,713 at 4% or $400,475 at 6%; with 50% employer match about $400,475 at 4% or $266,983 at 6%; with 100% employer match about $300,356 at 4% or $200,238 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$264,312$48,057$24,029iApproximate average salary by contribution assumption: employee only about $600,713 at 4% or $400,475 at 6%; with 50% employer match about $400,475 at 4% or $266,983 at 6%; with 100% employer match about $300,356 at 4% or $200,238 at 6%.
202112$261,651$47,375$23,688iApproximate average salary by contribution assumption: employee only about $592,188 at 4% or $394,792 at 6%; with 50% employer match about $394,792 at 4% or $263,194 at 6%; with 100% employer match about $296,094 at 4% or $197,396 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$261,651$47,375$23,688iApproximate average salary by contribution assumption: employee only about $592,188 at 4% or $394,792 at 6%; with 50% employer match about $394,792 at 4% or $263,194 at 6%; with 100% employer match about $296,094 at 4% or $197,396 at 6%.
202012$175,326$44,398$22,199iApproximate average salary by contribution assumption: employee only about $554,975 at 4% or $369,983 at 6%; with 50% employer match about $369,983 at 4% or $246,656 at 6%; with 100% employer match about $277,488 at 4% or $184,992 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$175,326$44,398$22,199iApproximate average salary by contribution assumption: employee only about $554,975 at 4% or $369,983 at 6%; with 50% employer match about $369,983 at 4% or $246,656 at 6%; with 100% employer match about $277,488 at 4% or $184,992 at 6%.
201912$112,881$45,613$22,807iApproximate average salary by contribution assumption: employee only about $570,163 at 4% or $380,108 at 6%; with 50% employer match about $380,108 at 4% or $253,406 at 6%; with 100% employer match about $285,081 at 4% or $190,054 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$112,881$45,613$22,807iApproximate average salary by contribution assumption: employee only about $570,163 at 4% or $380,108 at 6%; with 50% employer match about $380,108 at 4% or $253,406 at 6%; with 100% employer match about $285,081 at 4% or $190,054 at 6%.
201812$52,846$28,755$14,378iApproximate average salary by contribution assumption: employee only about $359,438 at 4% or $239,625 at 6%; with 50% employer match about $239,625 at 4% or $159,750 at 6%; with 100% employer match about $179,719 at 4% or $119,813 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$52,846$28,755$14,378iApproximate average salary by contribution assumption: employee only about $359,438 at 4% or $239,625 at 6%; with 50% employer match about $239,625 at 4% or $159,750 at 6%; with 100% employer match about $179,719 at 4% or $119,813 at 6%.
201712$29,605$28,033$14,017iApproximate average salary by contribution assumption: employee only about $350,413 at 4% or $233,608 at 6%; with 50% employer match about $233,608 at 4% or $155,739 at 6%; with 100% employer match about $175,206 at 4% or $116,804 at 6%.
STEPHAN REAL ESTATE, INC. 401(K) PLAN-2$29,605$28,033$14,017iApproximate average salary by contribution assumption: employee only about $350,413 at 4% or $233,608 at 6%; with 50% employer match about $233,608 at 4% or $155,739 at 6%; with 100% employer match about $175,206 at 4% or $116,804 at 6%.