Civic Intelligence

Stone Insurance Education LLC

Plan context: Stone Insurance Education LLC 401K Plan

EIN 20-3329928 • Norman, OK • 8 filings • 2 plans

3550 W. Main, Suite 210Norman, OK 73070
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$575,287

2014 Contributions

$71,192

Historical Graphs

Total Assets Over Time

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

$618,400$309,200$0200820112013YearValue
$575,287Latest year 2013

Participants Over Time

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

530200820112013YearValue
5Latest year 2013

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
201410$0$0-
Stone Insurance Education LLC 401K Plan-0$0--
201315$575,287$71,192$14,238iApproximate average salary by contribution assumption: employee only about $355,960 at 4% or $237,307 at 6%; with 50% employer match about $237,307 at 4% or $158,204 at 6%; with 100% employer match about $177,980 at 4% or $118,653 at 6%.
Stone Insurance Education LLC 401K Plan-5$575,287$71,192$14,238iApproximate average salary by contribution assumption: employee only about $355,960 at 4% or $237,307 at 6%; with 50% employer match about $237,307 at 4% or $158,204 at 6%; with 100% employer match about $177,980 at 4% or $118,653 at 6%.
201214$618,400$126,160$31,540iApproximate average salary by contribution assumption: employee only about $788,500 at 4% or $525,667 at 6%; with 50% employer match about $525,667 at 4% or $350,444 at 6%; with 100% employer match about $394,250 at 4% or $262,833 at 6%.
Stone Insurance Education LLC 401K Plan-4$618,400$126,160$31,540iApproximate average salary by contribution assumption: employee only about $788,500 at 4% or $525,667 at 6%; with 50% employer match about $525,667 at 4% or $350,444 at 6%; with 100% employer match about $394,250 at 4% or $262,833 at 6%.
201114$487,148$123,394$30,849iApproximate average salary by contribution assumption: employee only about $771,213 at 4% or $514,142 at 6%; with 50% employer match about $514,142 at 4% or $342,761 at 6%; with 100% employer match about $385,606 at 4% or $257,071 at 6%.
Stone Insurance Education LLC 401K Plan-4$487,148$123,394$30,849iApproximate average salary by contribution assumption: employee only about $771,213 at 4% or $514,142 at 6%; with 50% employer match about $514,142 at 4% or $342,761 at 6%; with 100% employer match about $385,606 at 4% or $257,071 at 6%.
201014$360,754$122,061$30,515iApproximate average salary by contribution assumption: employee only about $762,881 at 4% or $508,588 at 6%; with 50% employer match about $508,588 at 4% or $339,058 at 6%; with 100% employer match about $381,441 at 4% or $254,294 at 6%.
Stone Insurance Education LLC 401K Plan-4$360,754$122,061$30,515iApproximate average salary by contribution assumption: employee only about $762,881 at 4% or $508,588 at 6%; with 50% employer match about $508,588 at 4% or $339,058 at 6%; with 100% employer match about $381,441 at 4% or $254,294 at 6%.
200924$437,043$241,400$60,350iApproximate average salary by contribution assumption: employee only about $1,508,750 at 4% or $1,005,833 at 6%; with 50% employer match about $1,005,833 at 4% or $670,556 at 6%; with 100% employer match about $754,375 at 4% or $502,917 at 6%.
Stone Insurance Education LLC 401K Plan-4$218,663$120,951$30,238iApproximate average salary by contribution assumption: employee only about $755,944 at 4% or $503,963 at 6%; with 50% employer match about $503,963 at 4% or $335,975 at 6%; with 100% employer match about $377,972 at 4% or $251,981 at 6%.
Stone Insurance Education LLC 401K Plan-4$218,380$120,449$30,112iApproximate average salary by contribution assumption: employee only about $752,806 at 4% or $501,871 at 6%; with 50% employer match about $501,871 at 4% or $334,581 at 6%; with 100% employer match about $376,403 at 4% or $250,935 at 6%.
200813$87,312$88,844$29,615iApproximate average salary by contribution assumption: employee only about $740,367 at 4% or $493,578 at 6%; with 50% employer match about $493,578 at 4% or $329,052 at 6%; with 100% employer match about $370,183 at 4% or $246,789 at 6%.
Stone Insurance Education LLC 401K Plan-3$87,312$88,844$29,615iApproximate average salary by contribution assumption: employee only about $740,367 at 4% or $493,578 at 6%; with 50% employer match about $493,578 at 4% or $329,052 at 6%; with 100% employer match about $370,183 at 4% or $246,789 at 6%.