Civic Intelligence

Stonehouse Management Corp

Plan context: Personal Adviser Retirement Trust

EIN 22-2365049 • Basking Ridge, NJ • 20 filings • 1 plans

225 Route 202Basking Ridge, NJ 07920
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$2,250,190

2018 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$2,250,190$1,125,095$0199920102017YearValue
$2,250,190Latest year 2017

Participants Over Time

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

210199920082017YearValue
2Latest year 2017

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
201810$0$0-
Personal Adviser Retirement Trust-0$0--
201712$2,250,190$0-
Personal Adviser Retirement Trust-2$2,250,190--
201612$1,932,325$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Personal Adviser Retirement Trust-2$1,932,325$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201512$1,790,443$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Personal Adviser Retirement Trust-2$1,790,443$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
201412$1,790,551$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Personal Adviser Retirement Trust-2$1,790,551$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
201312$1,595,778$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Personal Adviser Retirement Trust-2$1,595,778$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
201212$1,407,199$36,500$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
Personal Adviser Retirement Trust-2$1,407,199$36,500$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
201112$1,322,272$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Personal Adviser Retirement Trust-2$1,322,272$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
201012$1,285,506$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Personal Adviser Retirement Trust-2$1,285,506$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
200912$1,212,822$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Personal Adviser Retirement Trust-2$1,212,822$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200812$0$0-
Personal Adviser Retirement Trust-2---
200712$1,196,812$55,090$27,545iApproximate average salary by contribution assumption: employee only about $688,625 at 4% or $459,083 at 6%; with 50% employer match about $459,083 at 4% or $306,056 at 6%; with 100% employer match about $344,313 at 4% or $229,542 at 6%.
Personal Adviser Retirement Trust-2$1,196,812$55,090$27,545iApproximate average salary by contribution assumption: employee only about $688,625 at 4% or $459,083 at 6%; with 50% employer match about $459,083 at 4% or $306,056 at 6%; with 100% employer match about $344,313 at 4% or $229,542 at 6%.
200612$1,081,867$53,672$26,836iApproximate average salary by contribution assumption: employee only about $670,900 at 4% or $447,267 at 6%; with 50% employer match about $447,267 at 4% or $298,178 at 6%; with 100% employer match about $335,450 at 4% or $223,633 at 6%.
Personal Adviser Retirement Trust-2$1,081,867$53,672$26,836iApproximate average salary by contribution assumption: employee only about $670,900 at 4% or $447,267 at 6%; with 50% employer match about $447,267 at 4% or $298,178 at 6%; with 100% employer match about $335,450 at 4% or $223,633 at 6%.
200512$943,506$43,693$21,847iApproximate average salary by contribution assumption: employee only about $546,163 at 4% or $364,108 at 6%; with 50% employer match about $364,108 at 4% or $242,739 at 6%; with 100% employer match about $273,081 at 4% or $182,054 at 6%.
Personal Adviser Retirement Trust-2$943,506$43,693$21,847iApproximate average salary by contribution assumption: employee only about $546,163 at 4% or $364,108 at 6%; with 50% employer match about $364,108 at 4% or $242,739 at 6%; with 100% employer match about $273,081 at 4% or $182,054 at 6%.
200412$868,783$26,697$13,349iApproximate average salary by contribution assumption: employee only about $333,713 at 4% or $222,475 at 6%; with 50% employer match about $222,475 at 4% or $148,317 at 6%; with 100% employer match about $166,856 at 4% or $111,238 at 6%.
Personal Adviser Retirement Trust-2$868,783$26,697$13,349iApproximate average salary by contribution assumption: employee only about $333,713 at 4% or $222,475 at 6%; with 50% employer match about $222,475 at 4% or $148,317 at 6%; with 100% employer match about $166,856 at 4% or $111,238 at 6%.
200312$818,996$44,286$22,143iApproximate average salary by contribution assumption: employee only about $553,575 at 4% or $369,050 at 6%; with 50% employer match about $369,050 at 4% or $246,033 at 6%; with 100% employer match about $276,788 at 4% or $184,525 at 6%.
Personal Adviser Retirement Trust-2$818,996$44,286$22,143iApproximate average salary by contribution assumption: employee only about $553,575 at 4% or $369,050 at 6%; with 50% employer match about $369,050 at 4% or $246,033 at 6%; with 100% employer match about $276,788 at 4% or $184,525 at 6%.
200212$0$0-
Personal Adviser Retirement Trust-2---
200112$646,148$44,783$22,392iApproximate average salary by contribution assumption: employee only about $559,788 at 4% or $373,192 at 6%; with 50% employer match about $373,192 at 4% or $248,794 at 6%; with 100% employer match about $279,894 at 4% or $186,596 at 6%.
Personal Adviser Retirement Trust-2$646,148$44,783$22,392iApproximate average salary by contribution assumption: employee only about $559,788 at 4% or $373,192 at 6%; with 50% employer match about $373,192 at 4% or $248,794 at 6%; with 100% employer match about $279,894 at 4% or $186,596 at 6%.
200012$0$0-
Personal Adviser Retirement Trust-2---
199912$531,454$46,275$23,138iApproximate average salary by contribution assumption: employee only about $578,438 at 4% or $385,625 at 6%; with 50% employer match about $385,625 at 4% or $257,083 at 6%; with 100% employer match about $289,219 at 4% or $192,813 at 6%.
Personal Adviser Retirement Trust-2$531,454$46,275$23,138iApproximate average salary by contribution assumption: employee only about $578,438 at 4% or $385,625 at 6%; with 50% employer match about $385,625 at 4% or $257,083 at 6%; with 100% employer match about $289,219 at 4% or $192,813 at 6%.