STEPHENS FUNERAL SERVICES, INC.
Plan context: STEPHENS FUNERAL SERVICES, INC. SAFE HARBOR 401(K) RETIREMENT PLAN
EIN 20-3893026 • Redwood Falls, MN • 15 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,038,052
2025 Contributions
$49,125
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,038,052 | $49,125 | $8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%. |
| STEPHENS FUNERAL SERVICES, INC. SAFE HARBOR 401(K) RETIREMENT PLAN | - | 6 | $1,038,052 | $49,125 | $8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%. |
| 2024 | 1 | 5 | $827,633 | $44,629 | $8,926iApproximate average salary by contribution assumption: employee only about $223,145 at 4% or $148,763 at 6%; with 50% employer match about $148,763 at 4% or $99,176 at 6%; with 100% employer match about $111,572 at 4% or $74,382 at 6%. |
| STEPHENS FUNERAL SERVICES, INC. SAFE HARBOR 401(K) RETIREMENT PLAN | - | 5 | $827,633 | $44,629 | $8,926iApproximate average salary by contribution assumption: employee only about $223,145 at 4% or $148,763 at 6%; with 50% employer match about $148,763 at 4% or $99,176 at 6%; with 100% employer match about $111,572 at 4% or $74,382 at 6%. |
| 2023 | 1 | 5 | $685,619 | $39,244 | $7,849iApproximate average salary by contribution assumption: employee only about $196,220 at 4% or $130,813 at 6%; with 50% employer match about $130,813 at 4% or $87,209 at 6%; with 100% employer match about $98,110 at 4% or $65,407 at 6%. |
| STEPHENS FUNERAL SERVICES, INC. SAFE HARBOR 401(K) RETIREMENT PLAN | - | 5 | $685,619 | $39,244 | $7,849iApproximate average salary by contribution assumption: employee only about $196,220 at 4% or $130,813 at 6%; with 50% employer match about $130,813 at 4% or $87,209 at 6%; with 100% employer match about $98,110 at 4% or $65,407 at 6%. |
| 2022 | 1 | 3 | $541,541 | $35,355 | $11,785iApproximate average salary by contribution assumption: employee only about $294,625 at 4% or $196,417 at 6%; with 50% employer match about $196,417 at 4% or $130,944 at 6%; with 100% employer match about $147,313 at 4% or $98,208 at 6%. |
| STEPHENS FUNERAL SERVICES, INC. SAFE HARBOR 401(K) RETIREMENT PLAN | - | 3 | $541,541 | $35,355 | $11,785iApproximate average salary by contribution assumption: employee only about $294,625 at 4% or $196,417 at 6%; with 50% employer match about $196,417 at 4% or $130,944 at 6%; with 100% employer match about $147,313 at 4% or $98,208 at 6%. |
| 2021 | 1 | 3 | $627,481 | $23,423 | $7,808iApproximate average salary by contribution assumption: employee only about $195,192 at 4% or $130,128 at 6%; with 50% employer match about $130,128 at 4% or $86,752 at 6%; with 100% employer match about $97,596 at 4% or $65,064 at 6%. |
| STEPHENS FUNERAL SERVICES, INC. SAFE HARBOR 401(K) RETIREMENT PLAN | - | 3 | $627,481 | $23,423 | $7,808iApproximate average salary by contribution assumption: employee only about $195,192 at 4% or $130,128 at 6%; with 50% employer match about $130,128 at 4% or $86,752 at 6%; with 100% employer match about $97,596 at 4% or $65,064 at 6%. |
| 2020 | 1 | 4 | $523,052 | $36,386 | $9,097iApproximate average salary by contribution assumption: employee only about $227,413 at 4% or $151,608 at 6%; with 50% employer match about $151,608 at 4% or $101,072 at 6%; with 100% employer match about $113,706 at 4% or $75,804 at 6%. |
| STEPHENS FUNERAL SERVICES, INC. SAFE HARBOR 401(K) RETIREMENT PLAN | - | 4 | $523,052 | $36,386 | $9,097iApproximate average salary by contribution assumption: employee only about $227,413 at 4% or $151,608 at 6%; with 50% employer match about $151,608 at 4% or $101,072 at 6%; with 100% employer match about $113,706 at 4% or $75,804 at 6%. |
| 2019 | 1 | 3 | $408,655 | $22,710 | $7,570iApproximate average salary by contribution assumption: employee only about $189,250 at 4% or $126,167 at 6%; with 50% employer match about $126,167 at 4% or $84,111 at 6%; with 100% employer match about $94,625 at 4% or $63,083 at 6%. |
| STEPHENS FUNERAL SERVICES, INC. SAFE HARBOR 401(K) RETIREMENT PLAN | - | 3 | $408,655 | $22,710 | $7,570iApproximate average salary by contribution assumption: employee only about $189,250 at 4% or $126,167 at 6%; with 50% employer match about $126,167 at 4% or $84,111 at 6%; with 100% employer match about $94,625 at 4% or $63,083 at 6%. |
| 2018 | 1 | 2 | $311,065 | $20,208 | $10,104iApproximate average salary by contribution assumption: employee only about $252,600 at 4% or $168,400 at 6%; with 50% employer match about $168,400 at 4% or $112,267 at 6%; with 100% employer match about $126,300 at 4% or $84,200 at 6%. |
| STEPHENS FUNERAL SERVICES INC SAFE HARBOR 401(K) RETIREMENT PLAN | - | 2 | $311,065 | $20,208 | $10,104iApproximate average salary by contribution assumption: employee only about $252,600 at 4% or $168,400 at 6%; with 50% employer match about $168,400 at 4% or $112,267 at 6%; with 100% employer match about $126,300 at 4% or $84,200 at 6%. |
| 2017 | 1 | 2 | $313,093 | $22,703 | $11,352iApproximate average salary by contribution assumption: employee only about $283,788 at 4% or $189,192 at 6%; with 50% employer match about $189,192 at 4% or $126,128 at 6%; with 100% employer match about $141,894 at 4% or $94,596 at 6%. |
| STEPHENS FUNERAL SERVICES, INC SAFE HARBOR 401(K) | - | 2 | $313,093 | $22,703 | $11,352iApproximate average salary by contribution assumption: employee only about $283,788 at 4% or $189,192 at 6%; with 50% employer match about $189,192 at 4% or $126,128 at 6%; with 100% employer match about $141,894 at 4% or $94,596 at 6%. |
| 2016 | 1 | 4 | $399,565 | $32,813 | $8,203iApproximate average salary by contribution assumption: employee only about $205,081 at 4% or $136,721 at 6%; with 50% employer match about $136,721 at 4% or $91,147 at 6%; with 100% employer match about $102,541 at 4% or $68,360 at 6%. |
| STEPHENS FUNERAL SERVICES, INC SAFE HARBOR 401(K) | - | 4 | $399,565 | $32,813 | $8,203iApproximate average salary by contribution assumption: employee only about $205,081 at 4% or $136,721 at 6%; with 50% employer match about $136,721 at 4% or $91,147 at 6%; with 100% employer match about $102,541 at 4% or $68,360 at 6%. |
| 2015 | 1 | 4 | $342,315 | $28,398 | $7,100iApproximate average salary by contribution assumption: employee only about $177,488 at 4% or $118,325 at 6%; with 50% employer match about $118,325 at 4% or $78,883 at 6%; with 100% employer match about $88,744 at 4% or $59,163 at 6%. |
| STEPHENS FUNERAL SERVICES, INC SAFE HARBOR 401(K) | - | 4 | $342,315 | $28,398 | $7,100iApproximate average salary by contribution assumption: employee only about $177,488 at 4% or $118,325 at 6%; with 50% employer match about $118,325 at 4% or $78,883 at 6%; with 100% employer match about $88,744 at 4% or $59,163 at 6%. |
| 2014 | 1 | 4 | $317,232 | $25,478 | $6,370iApproximate average salary by contribution assumption: employee only about $159,238 at 4% or $106,158 at 6%; with 50% employer match about $106,158 at 4% or $70,772 at 6%; with 100% employer match about $79,619 at 4% or $53,079 at 6%. |
| STEPHENS FUNERAL SERVICES INC SAFE HARBOR 401K | - | 4 | $317,232 | $25,478 | $6,370iApproximate average salary by contribution assumption: employee only about $159,238 at 4% or $106,158 at 6%; with 50% employer match about $106,158 at 4% or $70,772 at 6%; with 100% employer match about $79,619 at 4% or $53,079 at 6%. |
| 2013 | 1 | 4 | $275,347 | $20,493 | $5,123iApproximate average salary by contribution assumption: employee only about $128,081 at 4% or $85,388 at 6%; with 50% employer match about $85,388 at 4% or $56,925 at 6%; with 100% employer match about $64,041 at 4% or $42,694 at 6%. |
| STEPHENS FUNERAL SERVICES, INC SAFE HARBOR 401(K) PLAN | - | 4 | $275,347 | $20,493 | $5,123iApproximate average salary by contribution assumption: employee only about $128,081 at 4% or $85,388 at 6%; with 50% employer match about $85,388 at 4% or $56,925 at 6%; with 100% employer match about $64,041 at 4% or $42,694 at 6%. |
| 2012 | 1 | 4 | $209,559 | $18,622 | $4,656iApproximate average salary by contribution assumption: employee only about $116,388 at 4% or $77,592 at 6%; with 50% employer match about $77,592 at 4% or $51,728 at 6%; with 100% employer match about $58,194 at 4% or $38,796 at 6%. |
| STEPHENS FUNERAL SERVICES, INC SAFE HARBOR 401(K) PLAN | - | 4 | $209,559 | $18,622 | $4,656iApproximate average salary by contribution assumption: employee only about $116,388 at 4% or $77,592 at 6%; with 50% employer match about $77,592 at 4% or $51,728 at 6%; with 100% employer match about $58,194 at 4% or $38,796 at 6%. |
| 2011 | 1 | 5 | $171,483 | $17,110 | $3,422iApproximate average salary by contribution assumption: employee only about $85,550 at 4% or $57,033 at 6%; with 50% employer match about $57,033 at 4% or $38,022 at 6%; with 100% employer match about $42,775 at 4% or $28,517 at 6%. |
| STEPHENS FUNERAL SERVICES, INC SAFE HARBOR 401(K) PLAN | - | 5 | $171,483 | $17,110 | $3,422iApproximate average salary by contribution assumption: employee only about $85,550 at 4% or $57,033 at 6%; with 50% employer match about $57,033 at 4% or $38,022 at 6%; with 100% employer match about $42,775 at 4% or $28,517 at 6%. |