Civic Intelligence

Stonegate Group LLC

Plan context: Stonegate Group 401K Retirement Plan

EIN 20-0079868 • Natick, MA • 21 filings • 2 plans

235 West Central StreetNatick, MA 01760
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,174,079

2024 Contributions

$203,558

Historical Graphs

Total Assets Over Time

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

$2,411,048$1,205,524$0200420152024YearValue
$2,174,079Latest year 2024

Participants Over Time

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

25130200420142024YearValue
16Latest 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
2024116$2,174,079$203,558$12,722iApproximate average salary by contribution assumption: employee only about $318,059 at 4% or $212,040 at 6%; with 50% employer match about $212,040 at 4% or $141,360 at 6%; with 100% employer match about $159,030 at 4% or $106,020 at 6%.
Stonegate Group 401K Retirement Plan-16$2,174,079$203,558$12,722iApproximate average salary by contribution assumption: employee only about $318,059 at 4% or $212,040 at 6%; with 50% employer match about $212,040 at 4% or $141,360 at 6%; with 100% employer match about $159,030 at 4% or $106,020 at 6%.
2023117$2,411,048$203,512$11,971iApproximate average salary by contribution assumption: employee only about $299,282 at 4% or $199,522 at 6%; with 50% employer match about $199,522 at 4% or $133,014 at 6%; with 100% employer match about $149,641 at 4% or $99,761 at 6%.
Stonegate Group 401K Retirement Plan-17$2,411,048$203,512$11,971iApproximate average salary by contribution assumption: employee only about $299,282 at 4% or $199,522 at 6%; with 50% employer match about $199,522 at 4% or $133,014 at 6%; with 100% employer match about $149,641 at 4% or $99,761 at 6%.
2022117$1,887,679$177,299$10,429iApproximate average salary by contribution assumption: employee only about $260,734 at 4% or $173,823 at 6%; with 50% employer match about $173,823 at 4% or $115,882 at 6%; with 100% employer match about $130,367 at 4% or $86,911 at 6%.
Stonegate Group 401K Retirement Plan-17$1,887,679$177,299$10,429iApproximate average salary by contribution assumption: employee only about $260,734 at 4% or $173,823 at 6%; with 50% employer match about $173,823 at 4% or $115,882 at 6%; with 100% employer match about $130,367 at 4% or $86,911 at 6%.
2021115$2,063,826$141,397$9,426iApproximate average salary by contribution assumption: employee only about $235,662 at 4% or $157,108 at 6%; with 50% employer match about $157,108 at 4% or $104,739 at 6%; with 100% employer match about $117,831 at 4% or $78,554 at 6%.
Stonegate Group 401K Retirement Plan-15$2,063,826$141,397$9,426iApproximate average salary by contribution assumption: employee only about $235,662 at 4% or $157,108 at 6%; with 50% employer match about $157,108 at 4% or $104,739 at 6%; with 100% employer match about $117,831 at 4% or $78,554 at 6%.
2020112$1,744,816$123,161$10,263iApproximate average salary by contribution assumption: employee only about $256,585 at 4% or $171,057 at 6%; with 50% employer match about $171,057 at 4% or $114,038 at 6%; with 100% employer match about $128,293 at 4% or $85,528 at 6%.
Stonegate Group 401K Retirement Plan-12$1,744,816$123,161$10,263iApproximate average salary by contribution assumption: employee only about $256,585 at 4% or $171,057 at 6%; with 50% employer match about $171,057 at 4% or $114,038 at 6%; with 100% employer match about $128,293 at 4% or $85,528 at 6%.
2019112$1,273,108$118,627$9,886iApproximate average salary by contribution assumption: employee only about $247,140 at 4% or $164,760 at 6%; with 50% employer match about $164,760 at 4% or $109,840 at 6%; with 100% employer match about $123,570 at 4% or $82,380 at 6%.
Stonegate Group 401K Retirement Plan-12$1,273,108$118,627$9,886iApproximate average salary by contribution assumption: employee only about $247,140 at 4% or $164,760 at 6%; with 50% employer match about $164,760 at 4% or $109,840 at 6%; with 100% employer match about $123,570 at 4% or $82,380 at 6%.
2018112$1,014,287$115,025$9,585iApproximate average salary by contribution assumption: employee only about $239,635 at 4% or $159,757 at 6%; with 50% employer match about $159,757 at 4% or $106,505 at 6%; with 100% employer match about $119,818 at 4% or $79,878 at 6%.
Stonegate Group 401K Retirement Plan-12$1,014,287$115,025$9,585iApproximate average salary by contribution assumption: employee only about $239,635 at 4% or $159,757 at 6%; with 50% employer match about $159,757 at 4% or $106,505 at 6%; with 100% employer match about $119,818 at 4% or $79,878 at 6%.
2017113$1,048,208$117,131$9,010iApproximate average salary by contribution assumption: employee only about $225,252 at 4% or $150,168 at 6%; with 50% employer match about $150,168 at 4% or $100,112 at 6%; with 100% employer match about $112,626 at 4% or $75,084 at 6%.
Stonegate Group 401K Retirement Plan-13$1,048,208$117,131$9,010iApproximate average salary by contribution assumption: employee only about $225,252 at 4% or $150,168 at 6%; with 50% employer match about $150,168 at 4% or $100,112 at 6%; with 100% employer match about $112,626 at 4% or $75,084 at 6%.
2016111$896,077$106,400$9,673iApproximate average salary by contribution assumption: employee only about $241,818 at 4% or $161,212 at 6%; with 50% employer match about $161,212 at 4% or $107,475 at 6%; with 100% employer match about $120,909 at 4% or $80,606 at 6%.
Stonegate Group 401K Retirement Plan-11$896,077$106,400$9,673iApproximate average salary by contribution assumption: employee only about $241,818 at 4% or $161,212 at 6%; with 50% employer match about $161,212 at 4% or $107,475 at 6%; with 100% employer match about $120,909 at 4% or $80,606 at 6%.
2015112$752,811$101,284$8,440iApproximate average salary by contribution assumption: employee only about $211,008 at 4% or $140,672 at 6%; with 50% employer match about $140,672 at 4% or $93,781 at 6%; with 100% employer match about $105,504 at 4% or $70,336 at 6%.
Stonegate Group 401K Retirement Plan-12$752,811$101,284$8,440iApproximate average salary by contribution assumption: employee only about $211,008 at 4% or $140,672 at 6%; with 50% employer match about $140,672 at 4% or $93,781 at 6%; with 100% employer match about $105,504 at 4% or $70,336 at 6%.
2014115$671,390$91,367$6,091iApproximate average salary by contribution assumption: employee only about $152,278 at 4% or $101,519 at 6%; with 50% employer match about $101,519 at 4% or $67,679 at 6%; with 100% employer match about $76,139 at 4% or $50,759 at 6%.
Stonegate Group 401K Retirement Plan-15$671,390$91,367$6,091iApproximate average salary by contribution assumption: employee only about $152,278 at 4% or $101,519 at 6%; with 50% employer match about $101,519 at 4% or $67,679 at 6%; with 100% employer match about $76,139 at 4% or $50,759 at 6%.
2013114$554,479$62,725$4,480iApproximate average salary by contribution assumption: employee only about $112,009 at 4% or $74,673 at 6%; with 50% employer match about $74,673 at 4% or $49,782 at 6%; with 100% employer match about $56,004 at 4% or $37,336 at 6%.
Stonegate Group 401K Retirement Plan-14$554,479$62,725$4,480iApproximate average salary by contribution assumption: employee only about $112,009 at 4% or $74,673 at 6%; with 50% employer match about $74,673 at 4% or $49,782 at 6%; with 100% employer match about $56,004 at 4% or $37,336 at 6%.
2012113$397,724$44,317$3,409iApproximate average salary by contribution assumption: employee only about $85,225 at 4% or $56,817 at 6%; with 50% employer match about $56,817 at 4% or $37,878 at 6%; with 100% employer match about $42,613 at 4% or $28,408 at 6%.
Stonegate Group 401K Retirement Plan-13$397,724$44,317$3,409iApproximate average salary by contribution assumption: employee only about $85,225 at 4% or $56,817 at 6%; with 50% employer match about $56,817 at 4% or $37,878 at 6%; with 100% employer match about $42,613 at 4% or $28,408 at 6%.
2011113$323,780$37,818$2,909iApproximate average salary by contribution assumption: employee only about $72,727 at 4% or $48,485 at 6%; with 50% employer match about $48,485 at 4% or $32,323 at 6%; with 100% employer match about $36,363 at 4% or $24,242 at 6%.
Stonegate Group 401K Retirement Plan-13$323,780$37,818$2,909iApproximate average salary by contribution assumption: employee only about $72,727 at 4% or $48,485 at 6%; with 50% employer match about $48,485 at 4% or $32,323 at 6%; with 100% employer match about $36,363 at 4% or $24,242 at 6%.
2010114$386,286$41,538$2,967iApproximate average salary by contribution assumption: employee only about $74,175 at 4% or $49,450 at 6%; with 50% employer match about $49,450 at 4% or $32,967 at 6%; with 100% employer match about $37,088 at 4% or $24,725 at 6%.
Stonegate Group 401K Retirement Plan-14$386,286$41,538$2,967iApproximate average salary by contribution assumption: employee only about $74,175 at 4% or $49,450 at 6%; with 50% employer match about $49,450 at 4% or $32,967 at 6%; with 100% employer match about $37,088 at 4% or $24,725 at 6%.
2009116$378,684$54,484$3,405iApproximate average salary by contribution assumption: employee only about $85,131 at 4% or $56,754 at 6%; with 50% employer match about $56,754 at 4% or $37,836 at 6%; with 100% employer match about $42,566 at 4% or $28,377 at 6%.
Stonegate Group 401K Retirement Plan-16$378,684$54,484$3,405iApproximate average salary by contribution assumption: employee only about $85,131 at 4% or $56,754 at 6%; with 50% employer match about $56,754 at 4% or $37,836 at 6%; with 100% employer match about $42,566 at 4% or $28,377 at 6%.
2008113$338,157$112,055$8,620iApproximate average salary by contribution assumption: employee only about $215,490 at 4% or $143,660 at 6%; with 50% employer match about $143,660 at 4% or $95,774 at 6%; with 100% employer match about $107,745 at 4% or $71,830 at 6%.
Stonegate Group 401K Retirement Plan-13$338,157$112,055$8,620iApproximate average salary by contribution assumption: employee only about $215,490 at 4% or $143,660 at 6%; with 50% employer match about $143,660 at 4% or $95,774 at 6%; with 100% employer match about $107,745 at 4% or $71,830 at 6%.
2007125$0$0-
Stonegate Group 401K Retirement Plan-25---
2006123$258,610$87,997$3,826iApproximate average salary by contribution assumption: employee only about $95,649 at 4% or $63,766 at 6%; with 50% employer match about $63,766 at 4% or $42,511 at 6%; with 100% employer match about $47,824 at 4% or $31,883 at 6%.
Stonegate Group 401K Retirement Plan-23$258,610$87,997$3,826iApproximate average salary by contribution assumption: employee only about $95,649 at 4% or $63,766 at 6%; with 50% employer match about $63,766 at 4% or $42,511 at 6%; with 100% employer match about $47,824 at 4% or $31,883 at 6%.
2005118$249,248$65,202$3,622iApproximate average salary by contribution assumption: employee only about $90,558 at 4% or $60,372 at 6%; with 50% employer match about $60,372 at 4% or $40,248 at 6%; with 100% employer match about $45,279 at 4% or $30,186 at 6%.
Stonegate Group 401K Retirement Plan-18$249,248$65,202$3,622iApproximate average salary by contribution assumption: employee only about $90,558 at 4% or $60,372 at 6%; with 50% employer match about $60,372 at 4% or $40,248 at 6%; with 100% employer match about $45,279 at 4% or $30,186 at 6%.
2004121$181,761$31,885$1,518iApproximate average salary by contribution assumption: employee only about $37,958 at 4% or $25,306 at 6%; with 50% employer match about $25,306 at 4% or $16,870 at 6%; with 100% employer match about $18,979 at 4% or $12,653 at 6%.
Stonegate Group 401K Retirement Plan-21$181,761$31,885$1,518iApproximate average salary by contribution assumption: employee only about $37,958 at 4% or $25,306 at 6%; with 50% employer match about $25,306 at 4% or $16,870 at 6%; with 100% employer match about $18,979 at 4% or $12,653 at 6%.