Civic Intelligence

Stone & Youngberg Holdings LLC

Plan context: Stone & Youngberg 401(K) Plan

EIN 20-3861556 • San Francisco, CA • 8 filings • 4 plans

One Ferry BuildingSuite 275San Francisco, CA 94111
Current Snapshot

Latest Year

2012

2012 Participants

47

2012 Assets

$8,612,795

2012 Contributions

$3,691,112

Historical Graphs

Total Assets Over Time

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

$97,890,254$48,945,127$0200620092011YearValue
$8,612,795Latest year 2011

Participants Over Time

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

2271140200620092011YearValue
47Latest year 2011

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
201210$0$0-
Stone & Youngberg 401(K) Plan-0---
2011147$8,612,795$3,691,112$78,534iApproximate average salary by contribution assumption: employee only about $1,963,357 at 4% or $1,308,905 at 6%; with 50% employer match about $1,308,905 at 4% or $872,603 at 6%; with 100% employer match about $981,679 at 4% or $654,452 at 6%.
Stone & Youngberg 401(K) Plan-47$8,612,795$3,691,112$78,534iApproximate average salary by contribution assumption: employee only about $1,963,357 at 4% or $1,308,905 at 6%; with 50% employer match about $1,308,905 at 4% or $872,603 at 6%; with 100% employer match about $981,679 at 4% or $654,452 at 6%.
20101227$44,729,212$2,416,010$10,643iApproximate average salary by contribution assumption: employee only about $266,080 at 4% or $177,387 at 6%; with 50% employer match about $177,387 at 4% or $118,258 at 6%; with 100% employer match about $133,040 at 4% or $88,693 at 6%.
Stone & Youngberg 401(K) Plan-227$44,729,212$2,416,010$10,643iApproximate average salary by contribution assumption: employee only about $266,080 at 4% or $177,387 at 6%; with 50% employer match about $177,387 at 4% or $118,258 at 6%; with 100% employer match about $133,040 at 4% or $88,693 at 6%.
20091218$39,618,296$3,433,201$15,749iApproximate average salary by contribution assumption: employee only about $393,716 at 4% or $262,477 at 6%; with 50% employer match about $262,477 at 4% or $174,985 at 6%; with 100% employer match about $196,858 at 4% or $131,239 at 6%.
Stone & Youngberg 401(K) Plan-218$39,618,296$3,433,201$15,749iApproximate average salary by contribution assumption: employee only about $393,716 at 4% or $262,477 at 6%; with 50% employer match about $262,477 at 4% or $174,985 at 6%; with 100% employer match about $196,858 at 4% or $131,239 at 6%.
20081202$32,106,740$3,455,301$17,105iApproximate average salary by contribution assumption: employee only about $427,636 at 4% or $285,091 at 6%; with 50% employer match about $285,091 at 4% or $190,061 at 6%; with 100% employer match about $213,818 at 4% or $142,545 at 6%.
Stone & Youngberg 401(K) Plan-202$32,106,740$3,455,301$17,105iApproximate average salary by contribution assumption: employee only about $427,636 at 4% or $285,091 at 6%; with 50% employer match about $285,091 at 4% or $190,061 at 6%; with 100% employer match about $213,818 at 4% or $142,545 at 6%.
20072112$97,890,254$7,083,840$63,249iApproximate average salary by contribution assumption: employee only about $1,581,214 at 4% or $1,054,143 at 6%; with 50% employer match about $1,054,143 at 4% or $702,762 at 6%; with 100% employer match about $790,607 at 4% or $527,071 at 6%.
Stone & Youngberg 401(K) Plan-112$48,945,127$3,541,920$31,624iApproximate average salary by contribution assumption: employee only about $790,607 at 4% or $527,071 at 6%; with 50% employer match about $527,071 at 4% or $351,381 at 6%; with 100% employer match about $395,304 at 4% or $263,536 at 6%.
Stone & Youngberg 401(K) Plan-112$48,945,127$3,541,920$31,624iApproximate average salary by contribution assumption: employee only about $790,607 at 4% or $527,071 at 6%; with 50% employer match about $527,071 at 4% or $351,381 at 6%; with 100% employer match about $395,304 at 4% or $263,536 at 6%.
20061212$44,026,242$3,157,095$14,892iApproximate average salary by contribution assumption: employee only about $372,299 at 4% or $248,199 at 6%; with 50% employer match about $248,199 at 4% or $165,466 at 6%; with 100% employer match about $186,149 at 4% or $124,100 at 6%.
Stone & Youngberg 401(K) Plan-212$44,026,242$3,157,095$14,892iApproximate average salary by contribution assumption: employee only about $372,299 at 4% or $248,199 at 6%; with 50% employer match about $248,199 at 4% or $165,466 at 6%; with 100% employer match about $186,149 at 4% or $124,100 at 6%.