M.Stewart and Company
Plan context: M. Stewart Andcompany - 401K Plan
EIN 20-0360244 • 9 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$12,545
2021 Contributions
$4,900
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| M. Stewart Andcompany - 401K Plan | - | 0 | - | - | - |
| 2020 | 1 | 1 | $12,545 | $0 | - |
| M. Stewart Andcompany - 401K Plan | - | 1 | $12,545 | - | - |
| 2019 | 1 | 3 | $47,625 | $4,900 | $1,633iApproximate average salary by contribution assumption: employee only about $40,833 at 4% or $27,222 at 6%; with 50% employer match about $27,222 at 4% or $18,148 at 6%; with 100% employer match about $20,417 at 4% or $13,611 at 6%. |
| M. Stewart Andcompany - 401K Plan | - | 3 | $47,625 | $4,900 | $1,633iApproximate average salary by contribution assumption: employee only about $40,833 at 4% or $27,222 at 6%; with 50% employer match about $27,222 at 4% or $18,148 at 6%; with 100% employer match about $20,417 at 4% or $13,611 at 6%. |
| 2018 | 1 | 3 | $37,449 | $2,217 | $739iApproximate average salary by contribution assumption: employee only about $18,475 at 4% or $12,317 at 6%; with 50% employer match about $12,317 at 4% or $8,211 at 6%; with 100% employer match about $9,238 at 4% or $6,158 at 6%. |
| M. Stewart Andcompany - 401K Plan | - | 3 | $37,449 | $2,217 | $739iApproximate average salary by contribution assumption: employee only about $18,475 at 4% or $12,317 at 6%; with 50% employer match about $12,317 at 4% or $8,211 at 6%; with 100% employer match about $9,238 at 4% or $6,158 at 6%. |
| 2017 | 1 | 3 | $43,926 | $12,210 | $4,070iApproximate average salary by contribution assumption: employee only about $101,750 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,917 at 6%. |
| M. Stewart Andcompany - 401K Plan | - | 3 | $43,926 | $12,210 | $4,070iApproximate average salary by contribution assumption: employee only about $101,750 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,917 at 6%. |
| 2016 | 1 | 3 | $33,711 | $8,348 | $2,783iApproximate average salary by contribution assumption: employee only about $69,567 at 4% or $46,378 at 6%; with 50% employer match about $46,378 at 4% or $30,919 at 6%; with 100% employer match about $34,783 at 4% or $23,189 at 6%. |
| M. Stewart Andcompany - 401K Plan | - | 3 | $33,711 | $8,348 | $2,783iApproximate average salary by contribution assumption: employee only about $69,567 at 4% or $46,378 at 6%; with 50% employer match about $46,378 at 4% or $30,919 at 6%; with 100% employer match about $34,783 at 4% or $23,189 at 6%. |
| 2015 | 1 | 3 | $38,353 | $9,701 | $3,234iApproximate average salary by contribution assumption: employee only about $80,842 at 4% or $53,894 at 6%; with 50% employer match about $53,894 at 4% or $35,930 at 6%; with 100% employer match about $40,421 at 4% or $26,947 at 6%. |
| M. Stewart Andcompany - 401K Plan | - | 3 | $38,353 | $9,701 | $3,234iApproximate average salary by contribution assumption: employee only about $80,842 at 4% or $53,894 at 6%; with 50% employer match about $53,894 at 4% or $35,930 at 6%; with 100% employer match about $40,421 at 4% or $26,947 at 6%. |
| 2014 | 1 | 0 | $27,041 | $13,510 | - |
| M. Stewart Andcompany - 401K Plan | - | 0 | $27,041 | $13,510 | - |
| 2013 | 1 | 3 | $15,110 | $14,857 | $4,952iApproximate average salary by contribution assumption: employee only about $123,808 at 4% or $82,539 at 6%; with 50% employer match about $82,539 at 4% or $55,026 at 6%; with 100% employer match about $61,904 at 4% or $41,269 at 6%. |
| M. Stewart Andcompany - 401K Plan | - | 3 | $15,110 | $14,857 | $4,952iApproximate average salary by contribution assumption: employee only about $123,808 at 4% or $82,539 at 6%; with 50% employer match about $82,539 at 4% or $55,026 at 6%; with 100% employer match about $61,904 at 4% or $41,269 at 6%. |