Stephen S. Frey Esq.
Plan context: Stephen S. Frey Retirement Plan
EIN 16-1255002 • Old Saybrook, CT • 24 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$243,711
2023 Contributions
$12,342
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $243,711 | $12,342 | $12,342iApproximate average salary by contribution assumption: employee only about $308,550 at 4% or $205,700 at 6%; with 50% employer match about $205,700 at 4% or $137,133 at 6%; with 100% employer match about $154,275 at 4% or $102,850 at 6%. |
| Stephen S. Frey Retirement Plan | - | 1 | $243,711 | $12,342 | $12,342iApproximate average salary by contribution assumption: employee only about $308,550 at 4% or $205,700 at 6%; with 50% employer match about $205,700 at 4% or $137,133 at 6%; with 100% employer match about $154,275 at 4% or $102,850 at 6%. |
| 2022 | 1 | 2 | $662,122 | $10,779 | $5,390iApproximate average salary by contribution assumption: employee only about $134,738 at 4% or $89,825 at 6%; with 50% employer match about $89,825 at 4% or $59,883 at 6%; with 100% employer match about $67,369 at 4% or $44,913 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $662,122 | $10,779 | $5,390iApproximate average salary by contribution assumption: employee only about $134,738 at 4% or $89,825 at 6%; with 50% employer match about $89,825 at 4% or $59,883 at 6%; with 100% employer match about $67,369 at 4% or $44,913 at 6%. |
| 2021 | 1 | 2 | $733,527 | $11,349 | $5,675iApproximate average salary by contribution assumption: employee only about $141,863 at 4% or $94,575 at 6%; with 50% employer match about $94,575 at 4% or $63,050 at 6%; with 100% employer match about $70,931 at 4% or $47,288 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $733,527 | $11,349 | $5,675iApproximate average salary by contribution assumption: employee only about $141,863 at 4% or $94,575 at 6%; with 50% employer match about $94,575 at 4% or $63,050 at 6%; with 100% employer match about $70,931 at 4% or $47,288 at 6%. |
| 2020 | 1 | 2 | $687,696 | $10,478 | $5,239iApproximate average salary by contribution assumption: employee only about $130,975 at 4% or $87,317 at 6%; with 50% employer match about $87,317 at 4% or $58,211 at 6%; with 100% employer match about $65,488 at 4% or $43,658 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $687,696 | $10,478 | $5,239iApproximate average salary by contribution assumption: employee only about $130,975 at 4% or $87,317 at 6%; with 50% employer match about $87,317 at 4% or $58,211 at 6%; with 100% employer match about $65,488 at 4% or $43,658 at 6%. |
| 2019 | 1 | 2 | $649,727 | $9,675 | $4,838iApproximate average salary by contribution assumption: employee only about $120,938 at 4% or $80,625 at 6%; with 50% employer match about $80,625 at 4% or $53,750 at 6%; with 100% employer match about $60,469 at 4% or $40,313 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $649,727 | $9,675 | $4,838iApproximate average salary by contribution assumption: employee only about $120,938 at 4% or $80,625 at 6%; with 50% employer match about $80,625 at 4% or $53,750 at 6%; with 100% employer match about $60,469 at 4% or $40,313 at 6%. |
| 2018 | 1 | 2 | $580,940 | $8,951 | $4,476iApproximate average salary by contribution assumption: employee only about $111,888 at 4% or $74,592 at 6%; with 50% employer match about $74,592 at 4% or $49,728 at 6%; with 100% employer match about $55,944 at 4% or $37,296 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $580,940 | $8,951 | $4,476iApproximate average salary by contribution assumption: employee only about $111,888 at 4% or $74,592 at 6%; with 50% employer match about $74,592 at 4% or $49,728 at 6%; with 100% employer match about $55,944 at 4% or $37,296 at 6%. |
| 2017 | 1 | 2 | $609,735 | $8,276 | $4,138iApproximate average salary by contribution assumption: employee only about $103,450 at 4% or $68,967 at 6%; with 50% employer match about $68,967 at 4% or $45,978 at 6%; with 100% employer match about $51,725 at 4% or $34,483 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $609,735 | $8,276 | $4,138iApproximate average salary by contribution assumption: employee only about $103,450 at 4% or $68,967 at 6%; with 50% employer match about $68,967 at 4% or $45,978 at 6%; with 100% employer match about $51,725 at 4% or $34,483 at 6%. |
| 2016 | 1 | 2 | $556,237 | $7,641 | $3,821iApproximate average salary by contribution assumption: employee only about $95,513 at 4% or $63,675 at 6%; with 50% employer match about $63,675 at 4% or $42,450 at 6%; with 100% employer match about $47,756 at 4% or $31,838 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $556,237 | $7,641 | $3,821iApproximate average salary by contribution assumption: employee only about $95,513 at 4% or $63,675 at 6%; with 50% employer match about $63,675 at 4% or $42,450 at 6%; with 100% employer match about $47,756 at 4% or $31,838 at 6%. |
| 2015 | 1 | 2 | $562,860 | $7,060 | $3,530iApproximate average salary by contribution assumption: employee only about $88,250 at 4% or $58,833 at 6%; with 50% employer match about $58,833 at 4% or $39,222 at 6%; with 100% employer match about $44,125 at 4% or $29,417 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $562,860 | $7,060 | $3,530iApproximate average salary by contribution assumption: employee only about $88,250 at 4% or $58,833 at 6%; with 50% employer match about $58,833 at 4% or $39,222 at 6%; with 100% employer match about $44,125 at 4% or $29,417 at 6%. |
| 2014 | 1 | 2 | $381,072 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | $381,072 | - | - |
| 2013 | 1 | 2 | $372,595 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | $372,595 | - | - |
| 2012 | 1 | 2 | $329,004 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | $329,004 | - | - |
| 2011 | 1 | 2 | $306,287 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | $306,287 | - | - |
| 2010 | 1 | 2 | $324,345 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | $324,345 | - | - |
| 2009 | 1 | 2 | $296,591 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | $296,591 | - | - |
| 2008 | 1 | 1 | $223,686 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 1 | $223,686 | - | - |
| 2007 | 1 | 1 | $336,069 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 1 | $336,069 | - | - |
| 2006 | 1 | 2 | $1,672,968 | $64,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $1,672,968 | $64,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| 2005 | 1 | 2 | $1,498,434 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | $1,498,434 | - | - |
| 2004 | 1 | 2 | $1,423,802 | $27,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $1,423,802 | $27,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| 2003 | 1 | 2 | $1,288,661 | $62,500 | $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 S. Frey Retirement Plan | - | 2 | $1,288,661 | $62,500 | $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%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Stephen S. Frey Retirement Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $1,226,616 | $30,478 | $15,239iApproximate average salary by contribution assumption: employee only about $380,975 at 4% or $253,983 at 6%; with 50% employer match about $253,983 at 4% or $169,322 at 6%; with 100% employer match about $190,488 at 4% or $126,992 at 6%. |
| Stephen S. Frey Retirement Plan | - | 2 | $1,226,616 | $30,478 | $15,239iApproximate average salary by contribution assumption: employee only about $380,975 at 4% or $253,983 at 6%; with 50% employer match about $253,983 at 4% or $169,322 at 6%; with 100% employer match about $190,488 at 4% or $126,992 at 6%. |