Stone Oak Pharmacy LP
Plan context: Simpkins Retirement Plan Exchange for Stone Oak Pharmacy
EIN 20-2420457 • San Antonio, TX • 11 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$550,042
2024 Contributions
$41,122
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $550,042 | $41,122 | $3,738iApproximate average salary by contribution assumption: employee only about $93,459 at 4% or $62,306 at 6%; with 50% employer match about $62,306 at 4% or $41,537 at 6%; with 100% employer match about $46,730 at 4% or $31,153 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 11 | $550,042 | $41,122 | $3,738iApproximate average salary by contribution assumption: employee only about $93,459 at 4% or $62,306 at 6%; with 50% employer match about $62,306 at 4% or $41,537 at 6%; with 100% employer match about $46,730 at 4% or $31,153 at 6%. |
| 2023 | 1 | 9 | $438,045 | $44,461 | $4,940iApproximate average salary by contribution assumption: employee only about $123,503 at 4% or $82,335 at 6%; with 50% employer match about $82,335 at 4% or $54,890 at 6%; with 100% employer match about $61,751 at 4% or $41,168 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 9 | $438,045 | $44,461 | $4,940iApproximate average salary by contribution assumption: employee only about $123,503 at 4% or $82,335 at 6%; with 50% employer match about $82,335 at 4% or $54,890 at 6%; with 100% employer match about $61,751 at 4% or $41,168 at 6%. |
| 2022 | 1 | 10 | $328,460 | $44,922 | $4,492iApproximate average salary by contribution assumption: employee only about $112,305 at 4% or $74,870 at 6%; with 50% employer match about $74,870 at 4% or $49,913 at 6%; with 100% employer match about $56,153 at 4% or $37,435 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 10 | $328,460 | $44,922 | $4,492iApproximate average salary by contribution assumption: employee only about $112,305 at 4% or $74,870 at 6%; with 50% employer match about $74,870 at 4% or $49,913 at 6%; with 100% employer match about $56,153 at 4% or $37,435 at 6%. |
| 2021 | 1 | 11 | $370,608 | $37,126 | $3,375iApproximate average salary by contribution assumption: employee only about $84,377 at 4% or $56,252 at 6%; with 50% employer match about $56,252 at 4% or $37,501 at 6%; with 100% employer match about $42,189 at 4% or $28,126 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 11 | $370,608 | $37,126 | $3,375iApproximate average salary by contribution assumption: employee only about $84,377 at 4% or $56,252 at 6%; with 50% employer match about $56,252 at 4% or $37,501 at 6%; with 100% employer match about $42,189 at 4% or $28,126 at 6%. |
| 2020 | 1 | 11 | $283,751 | $39,962 | $3,633iApproximate average salary by contribution assumption: employee only about $90,823 at 4% or $60,548 at 6%; with 50% employer match about $60,548 at 4% or $40,366 at 6%; with 100% employer match about $45,411 at 4% or $30,274 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 11 | $283,751 | $39,962 | $3,633iApproximate average salary by contribution assumption: employee only about $90,823 at 4% or $60,548 at 6%; with 50% employer match about $60,548 at 4% or $40,366 at 6%; with 100% employer match about $45,411 at 4% or $30,274 at 6%. |
| 2019 | 1 | 10 | $194,059 | $59,194 | $5,919iApproximate average salary by contribution assumption: employee only about $147,985 at 4% or $98,657 at 6%; with 50% employer match about $98,657 at 4% or $65,771 at 6%; with 100% employer match about $73,993 at 4% or $49,328 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 10 | $194,059 | $59,194 | $5,919iApproximate average salary by contribution assumption: employee only about $147,985 at 4% or $98,657 at 6%; with 50% employer match about $98,657 at 4% or $65,771 at 6%; with 100% employer match about $73,993 at 4% or $49,328 at 6%. |
| 2018 | 1 | 9 | $105,563 | $16,961 | $1,885iApproximate average salary by contribution assumption: employee only about $47,114 at 4% or $31,409 at 6%; with 50% employer match about $31,409 at 4% or $20,940 at 6%; with 100% employer match about $23,557 at 4% or $15,705 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 9 | $105,563 | $16,961 | $1,885iApproximate average salary by contribution assumption: employee only about $47,114 at 4% or $31,409 at 6%; with 50% employer match about $31,409 at 4% or $20,940 at 6%; with 100% employer match about $23,557 at 4% or $15,705 at 6%. |
| 2017 | 1 | 6 | $93,758 | $20,043 | $3,341iApproximate average salary by contribution assumption: employee only about $83,513 at 4% or $55,675 at 6%; with 50% employer match about $55,675 at 4% or $37,117 at 6%; with 100% employer match about $41,756 at 4% or $27,838 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 6 | $93,758 | $20,043 | $3,341iApproximate average salary by contribution assumption: employee only about $83,513 at 4% or $55,675 at 6%; with 50% employer match about $55,675 at 4% or $37,117 at 6%; with 100% employer match about $41,756 at 4% or $27,838 at 6%. |
| 2016 | 1 | 6 | $61,172 | $21,867 | $3,645iApproximate average salary by contribution assumption: employee only about $91,113 at 4% or $60,742 at 6%; with 50% employer match about $60,742 at 4% or $40,494 at 6%; with 100% employer match about $45,556 at 4% or $30,371 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 6 | $61,172 | $21,867 | $3,645iApproximate average salary by contribution assumption: employee only about $91,113 at 4% or $60,742 at 6%; with 50% employer match about $60,742 at 4% or $40,494 at 6%; with 100% employer match about $45,556 at 4% or $30,371 at 6%. |
| 2015 | 1 | 11 | $47,790 | $34,576 | $3,143iApproximate average salary by contribution assumption: employee only about $78,582 at 4% or $52,388 at 6%; with 50% employer match about $52,388 at 4% or $34,925 at 6%; with 100% employer match about $39,291 at 4% or $26,194 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 11 | $47,790 | $34,576 | $3,143iApproximate average salary by contribution assumption: employee only about $78,582 at 4% or $52,388 at 6%; with 50% employer match about $52,388 at 4% or $34,925 at 6%; with 100% employer match about $39,291 at 4% or $26,194 at 6%. |
| 2014 | 1 | 11 | $24,386 | $24,492 | $2,227iApproximate average salary by contribution assumption: employee only about $55,664 at 4% or $37,109 at 6%; with 50% employer match about $37,109 at 4% or $24,739 at 6%; with 100% employer match about $27,832 at 4% or $18,555 at 6%. |
| Simpkins Retirement Plan Exchange for Stone Oak Pharmacy | - | 11 | $24,386 | $24,492 | $2,227iApproximate average salary by contribution assumption: employee only about $55,664 at 4% or $37,109 at 6%; with 50% employer match about $37,109 at 4% or $24,739 at 6%; with 100% employer match about $27,832 at 4% or $18,555 at 6%. |