Stewart Agency Inc.
Plan context: Stewart Agency Inc. 401K Plan
EIN 16-1395595 • Elmira, NY • 26 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$397,476
2025 Contributions
$60,362
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $397,476 | $60,362 | $7,545iApproximate average salary by contribution assumption: employee only about $188,631 at 4% or $125,754 at 6%; with 50% employer match about $125,754 at 4% or $83,836 at 6%; with 100% employer match about $94,316 at 4% or $62,877 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 8 | $397,476 | $60,362 | $7,545iApproximate average salary by contribution assumption: employee only about $188,631 at 4% or $125,754 at 6%; with 50% employer match about $125,754 at 4% or $83,836 at 6%; with 100% employer match about $94,316 at 4% or $62,877 at 6%. |
| 2024 | 1 | 8 | $343,875 | $51,099 | $6,387iApproximate average salary by contribution assumption: employee only about $159,684 at 4% or $106,456 at 6%; with 50% employer match about $106,456 at 4% or $70,971 at 6%; with 100% employer match about $79,842 at 4% or $53,228 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 8 | $343,875 | $51,099 | $6,387iApproximate average salary by contribution assumption: employee only about $159,684 at 4% or $106,456 at 6%; with 50% employer match about $106,456 at 4% or $70,971 at 6%; with 100% employer match about $79,842 at 4% or $53,228 at 6%. |
| 2023 | 1 | 10 | $880,409 | $50,485 | $5,049iApproximate average salary by contribution assumption: employee only about $126,213 at 4% or $84,142 at 6%; with 50% employer match about $84,142 at 4% or $56,094 at 6%; with 100% employer match about $63,106 at 4% or $42,071 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 10 | $880,409 | $50,485 | $5,049iApproximate average salary by contribution assumption: employee only about $126,213 at 4% or $84,142 at 6%; with 50% employer match about $84,142 at 4% or $56,094 at 6%; with 100% employer match about $63,106 at 4% or $42,071 at 6%. |
| 2022 | 1 | 12 | $779,243 | $57,030 | $4,753iApproximate average salary by contribution assumption: employee only about $118,813 at 4% or $79,208 at 6%; with 50% employer match about $79,208 at 4% or $52,806 at 6%; with 100% employer match about $59,406 at 4% or $39,604 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 12 | $779,243 | $57,030 | $4,753iApproximate average salary by contribution assumption: employee only about $118,813 at 4% or $79,208 at 6%; with 50% employer match about $79,208 at 4% or $52,806 at 6%; with 100% employer match about $59,406 at 4% or $39,604 at 6%. |
| 2021 | 1 | 13 | $853,319 | $55,467 | $4,267iApproximate average salary by contribution assumption: employee only about $106,667 at 4% or $71,112 at 6%; with 50% employer match about $71,112 at 4% or $47,408 at 6%; with 100% employer match about $53,334 at 4% or $35,556 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 13 | $853,319 | $55,467 | $4,267iApproximate average salary by contribution assumption: employee only about $106,667 at 4% or $71,112 at 6%; with 50% employer match about $71,112 at 4% or $47,408 at 6%; with 100% employer match about $53,334 at 4% or $35,556 at 6%. |
| 2020 | 1 | 13 | $696,909 | $39,891 | $3,069iApproximate average salary by contribution assumption: employee only about $76,713 at 4% or $51,142 at 6%; with 50% employer match about $51,142 at 4% or $34,095 at 6%; with 100% employer match about $38,357 at 4% or $25,571 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 13 | $696,909 | $39,891 | $3,069iApproximate average salary by contribution assumption: employee only about $76,713 at 4% or $51,142 at 6%; with 50% employer match about $51,142 at 4% or $34,095 at 6%; with 100% employer match about $38,357 at 4% or $25,571 at 6%. |
| 2019 | 1 | 10 | $613,150 | $62,641 | $6,264iApproximate average salary by contribution assumption: employee only about $156,603 at 4% or $104,402 at 6%; with 50% employer match about $104,402 at 4% or $69,601 at 6%; with 100% employer match about $78,301 at 4% or $52,201 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 10 | $613,150 | $62,641 | $6,264iApproximate average salary by contribution assumption: employee only about $156,603 at 4% or $104,402 at 6%; with 50% employer match about $104,402 at 4% or $69,601 at 6%; with 100% employer match about $78,301 at 4% or $52,201 at 6%. |
| 2018 | 1 | 11 | $452,308 | $57,394 | $5,218iApproximate average salary by contribution assumption: employee only about $130,441 at 4% or $86,961 at 6%; with 50% employer match about $86,961 at 4% or $57,974 at 6%; with 100% employer match about $65,220 at 4% or $43,480 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 11 | $452,308 | $57,394 | $5,218iApproximate average salary by contribution assumption: employee only about $130,441 at 4% or $86,961 at 6%; with 50% employer match about $86,961 at 4% or $57,974 at 6%; with 100% employer match about $65,220 at 4% or $43,480 at 6%. |
| 2017 | 1 | 6 | $447,103 | $58,215 | $9,703iApproximate average salary by contribution assumption: employee only about $242,563 at 4% or $161,708 at 6%; with 50% employer match about $161,708 at 4% or $107,806 at 6%; with 100% employer match about $121,281 at 4% or $80,854 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 6 | $447,103 | $58,215 | $9,703iApproximate average salary by contribution assumption: employee only about $242,563 at 4% or $161,708 at 6%; with 50% employer match about $161,708 at 4% or $107,806 at 6%; with 100% employer match about $121,281 at 4% or $80,854 at 6%. |
| 2016 | 1 | 6 | $323,600 | $20,695 | $3,449iApproximate average salary by contribution assumption: employee only about $86,229 at 4% or $57,486 at 6%; with 50% employer match about $57,486 at 4% or $38,324 at 6%; with 100% employer match about $43,115 at 4% or $28,743 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 6 | $323,600 | $20,695 | $3,449iApproximate average salary by contribution assumption: employee only about $86,229 at 4% or $57,486 at 6%; with 50% employer match about $57,486 at 4% or $38,324 at 6%; with 100% employer match about $43,115 at 4% or $28,743 at 6%. |
| 2015 | 1 | 6 | $282,183 | $18,833 | $3,139iApproximate average salary by contribution assumption: employee only about $78,471 at 4% or $52,314 at 6%; with 50% employer match about $52,314 at 4% or $34,876 at 6%; with 100% employer match about $39,235 at 4% or $26,157 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 6 | $282,183 | $18,833 | $3,139iApproximate average salary by contribution assumption: employee only about $78,471 at 4% or $52,314 at 6%; with 50% employer match about $52,314 at 4% or $34,876 at 6%; with 100% employer match about $39,235 at 4% or $26,157 at 6%. |
| 2014 | 1 | 4 | $269,488 | $23,156 | $5,789iApproximate average salary by contribution assumption: employee only about $144,725 at 4% or $96,483 at 6%; with 50% employer match about $96,483 at 4% or $64,322 at 6%; with 100% employer match about $72,363 at 4% or $48,242 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 4 | $269,488 | $23,156 | $5,789iApproximate average salary by contribution assumption: employee only about $144,725 at 4% or $96,483 at 6%; with 50% employer match about $96,483 at 4% or $64,322 at 6%; with 100% employer match about $72,363 at 4% or $48,242 at 6%. |
| 2013 | 1 | 8 | $227,695 | $22,553 | $2,819iApproximate average salary by contribution assumption: employee only about $70,478 at 4% or $46,985 at 6%; with 50% employer match about $46,985 at 4% or $31,324 at 6%; with 100% employer match about $35,239 at 4% or $23,493 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 8 | $227,695 | $22,553 | $2,819iApproximate average salary by contribution assumption: employee only about $70,478 at 4% or $46,985 at 6%; with 50% employer match about $46,985 at 4% or $31,324 at 6%; with 100% employer match about $35,239 at 4% or $23,493 at 6%. |
| 2012 | 1 | 5 | $190,371 | $18,154 | $3,631iApproximate average salary by contribution assumption: employee only about $90,770 at 4% or $60,513 at 6%; with 50% employer match about $60,513 at 4% or $40,342 at 6%; with 100% employer match about $45,385 at 4% or $30,257 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 5 | $190,371 | $18,154 | $3,631iApproximate average salary by contribution assumption: employee only about $90,770 at 4% or $60,513 at 6%; with 50% employer match about $60,513 at 4% or $40,342 at 6%; with 100% employer match about $45,385 at 4% or $30,257 at 6%. |
| 2011 | 1 | 6 | $173,805 | $19,726 | $3,288iApproximate average salary by contribution assumption: employee only about $82,192 at 4% or $54,794 at 6%; with 50% employer match about $54,794 at 4% or $36,530 at 6%; with 100% employer match about $41,096 at 4% or $27,397 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 6 | $173,805 | $19,726 | $3,288iApproximate average salary by contribution assumption: employee only about $82,192 at 4% or $54,794 at 6%; with 50% employer match about $54,794 at 4% or $36,530 at 6%; with 100% employer match about $41,096 at 4% or $27,397 at 6%. |
| 2010 | 1 | 6 | $155,124 | $19,017 | $3,170iApproximate average salary by contribution assumption: employee only about $79,238 at 4% or $52,825 at 6%; with 50% employer match about $52,825 at 4% or $35,217 at 6%; with 100% employer match about $39,619 at 4% or $26,413 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 6 | $155,124 | $19,017 | $3,170iApproximate average salary by contribution assumption: employee only about $79,238 at 4% or $52,825 at 6%; with 50% employer match about $52,825 at 4% or $35,217 at 6%; with 100% employer match about $39,619 at 4% or $26,413 at 6%. |
| 2009 | 1 | 6 | $146,728 | $18,822 | $3,137iApproximate average salary by contribution assumption: employee only about $78,425 at 4% or $52,283 at 6%; with 50% employer match about $52,283 at 4% or $34,856 at 6%; with 100% employer match about $39,213 at 4% or $26,142 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 6 | $146,728 | $18,822 | $3,137iApproximate average salary by contribution assumption: employee only about $78,425 at 4% or $52,283 at 6%; with 50% employer match about $52,283 at 4% or $34,856 at 6%; with 100% employer match about $39,213 at 4% or $26,142 at 6%. |
| 2008 | 1 | 8 | $120,247 | $19,324 | $2,416iApproximate average salary by contribution assumption: employee only about $60,388 at 4% or $40,258 at 6%; with 50% employer match about $40,258 at 4% or $26,839 at 6%; with 100% employer match about $30,194 at 4% or $20,129 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 8 | $120,247 | $19,324 | $2,416iApproximate average salary by contribution assumption: employee only about $60,388 at 4% or $40,258 at 6%; with 50% employer match about $40,258 at 4% or $26,839 at 6%; with 100% employer match about $30,194 at 4% or $20,129 at 6%. |
| 2007 | 1 | 6 | $172,689 | $18,986 | $3,164iApproximate average salary by contribution assumption: employee only about $79,108 at 4% or $52,739 at 6%; with 50% employer match about $52,739 at 4% or $35,159 at 6%; with 100% employer match about $39,554 at 4% or $26,369 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 6 | $172,689 | $18,986 | $3,164iApproximate average salary by contribution assumption: employee only about $79,108 at 4% or $52,739 at 6%; with 50% employer match about $52,739 at 4% or $35,159 at 6%; with 100% employer match about $39,554 at 4% or $26,369 at 6%. |
| 2006 | 1 | 7 | $168,864 | $33,128 | $4,733iApproximate average salary by contribution assumption: employee only about $118,314 at 4% or $78,876 at 6%; with 50% employer match about $78,876 at 4% or $52,584 at 6%; with 100% employer match about $59,157 at 4% or $39,438 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 7 | $168,864 | $33,128 | $4,733iApproximate average salary by contribution assumption: employee only about $118,314 at 4% or $78,876 at 6%; with 50% employer match about $78,876 at 4% or $52,584 at 6%; with 100% employer match about $59,157 at 4% or $39,438 at 6%. |
| 2005 | 1 | 7 | $0 | $0 | - |
| Stewart Agency Inc. 401K Plan | - | 7 | - | - | - |
| 2004 | 1 | 9 | $0 | $0 | - |
| Stewart Agency Inc. 401K Plan | - | 9 | - | - | - |
| 2003 | 1 | 7 | $67,381 | $18,797 | $2,685iApproximate average salary by contribution assumption: employee only about $67,132 at 4% or $44,755 at 6%; with 50% employer match about $44,755 at 4% or $29,837 at 6%; with 100% employer match about $33,566 at 4% or $22,377 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 7 | $67,381 | $18,797 | $2,685iApproximate average salary by contribution assumption: employee only about $67,132 at 4% or $44,755 at 6%; with 50% employer match about $44,755 at 4% or $29,837 at 6%; with 100% employer match about $33,566 at 4% or $22,377 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Stewart Agency Inc. 401K Plan | - | 6 | - | - | - |
| 2001 | 1 | 5 | $44,537 | $17,068 | $3,414iApproximate average salary by contribution assumption: employee only about $85,340 at 4% or $56,893 at 6%; with 50% employer match about $56,893 at 4% or $37,929 at 6%; with 100% employer match about $42,670 at 4% or $28,447 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 5 | $44,537 | $17,068 | $3,414iApproximate average salary by contribution assumption: employee only about $85,340 at 4% or $56,893 at 6%; with 50% employer match about $56,893 at 4% or $37,929 at 6%; with 100% employer match about $42,670 at 4% or $28,447 at 6%. |
| 2000 | 1 | 5 | $33,416 | $38,715 | $7,743iApproximate average salary by contribution assumption: employee only about $193,575 at 4% or $129,050 at 6%; with 50% employer match about $129,050 at 4% or $86,033 at 6%; with 100% employer match about $96,788 at 4% or $64,525 at 6%. |
| Stewart Agency Inc. 401K Plan | - | 5 | $33,416 | $38,715 | $7,743iApproximate average salary by contribution assumption: employee only about $193,575 at 4% or $129,050 at 6%; with 50% employer match about $129,050 at 4% or $86,033 at 6%; with 100% employer match about $96,788 at 4% or $64,525 at 6%. |