Stocker Woods Financial Inc.
Plan context: Stocker Woods Financial 401K Plan
EIN 20-4301322 • Denton, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
5
2018 Assets
$366,410
2018 Contributions
$8,898
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $8,898 | - |
| Stocker Woods Financial 401K Plan | - | 0 | $0 | $8,898 | - |
| 2017 | 1 | 5 | $366,410 | $36,312 | $7,262iApproximate average salary by contribution assumption: employee only about $181,560 at 4% or $121,040 at 6%; with 50% employer match about $121,040 at 4% or $80,693 at 6%; with 100% employer match about $90,780 at 4% or $60,520 at 6%. |
| Stocker Woods Financial 401K Plan | - | 5 | $366,410 | $36,312 | $7,262iApproximate average salary by contribution assumption: employee only about $181,560 at 4% or $121,040 at 6%; with 50% employer match about $121,040 at 4% or $80,693 at 6%; with 100% employer match about $90,780 at 4% or $60,520 at 6%. |
| 2016 | 1 | 6 | $496,614 | $57,824 | $9,637iApproximate average salary by contribution assumption: employee only about $240,933 at 4% or $160,622 at 6%; with 50% employer match about $160,622 at 4% or $107,081 at 6%; with 100% employer match about $120,467 at 4% or $80,311 at 6%. |
| Stocker Woods Financial 401K Plan | - | 6 | $496,614 | $57,824 | $9,637iApproximate average salary by contribution assumption: employee only about $240,933 at 4% or $160,622 at 6%; with 50% employer match about $160,622 at 4% or $107,081 at 6%; with 100% employer match about $120,467 at 4% or $80,311 at 6%. |
| 2015 | 1 | 6 | $535,784 | $122,145 | $20,358iApproximate average salary by contribution assumption: employee only about $508,938 at 4% or $339,292 at 6%; with 50% employer match about $339,292 at 4% or $226,194 at 6%; with 100% employer match about $254,469 at 4% or $169,646 at 6%. |
| Stocker Woods Financial 401K Plan | - | 6 | $535,784 | $122,145 | $20,358iApproximate average salary by contribution assumption: employee only about $508,938 at 4% or $339,292 at 6%; with 50% employer match about $339,292 at 4% or $226,194 at 6%; with 100% employer match about $254,469 at 4% or $169,646 at 6%. |
| 2014 | 1 | 5 | $412,172 | $396,775 | $79,355iApproximate average salary by contribution assumption: employee only about $1,983,875 at 4% or $1,322,583 at 6%; with 50% employer match about $1,322,583 at 4% or $881,722 at 6%; with 100% employer match about $991,938 at 4% or $661,292 at 6%. |
| Stocker Woods Financial 401K Plan | - | 5 | $412,172 | $396,775 | $79,355iApproximate average salary by contribution assumption: employee only about $1,983,875 at 4% or $1,322,583 at 6%; with 50% employer match about $1,322,583 at 4% or $881,722 at 6%; with 100% employer match about $991,938 at 4% or $661,292 at 6%. |