Civic Intelligence

Stephen B. Stone

Plan context: Stephen B. Stone & Associates Profit Sharing Plan

EIN 22-2558050 • 9 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

24

2004 Assets

$1,096,650

2004 Contributions

$147,333

Historical Graphs

Total Assets Over Time

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

$1,096,650$548,325$0199920022004YearValue
$1,096,650Latest year 2004

Participants Over Time

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

24120199920022004YearValue
24Latest year 2004

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
2004124$1,096,650$147,333$6,139iApproximate average salary by contribution assumption: employee only about $153,472 at 4% or $102,315 at 6%; with 50% employer match about $102,315 at 4% or $68,210 at 6%; with 100% employer match about $76,736 at 4% or $51,157 at 6%.
Stephen B. Stone & Associates Profit Sharing Plan-24$1,096,650$147,333$6,139iApproximate average salary by contribution assumption: employee only about $153,472 at 4% or $102,315 at 6%; with 50% employer match about $102,315 at 4% or $68,210 at 6%; with 100% employer match about $76,736 at 4% or $51,157 at 6%.
2003124$966,387$184,268$7,678iApproximate average salary by contribution assumption: employee only about $191,946 at 4% or $127,964 at 6%; with 50% employer match about $127,964 at 4% or $85,309 at 6%; with 100% employer match about $95,973 at 4% or $63,982 at 6%.
Stephen B. Stone & Associates Profit Sharing Plan-24$966,387$184,268$7,678iApproximate average salary by contribution assumption: employee only about $191,946 at 4% or $127,964 at 6%; with 50% employer match about $127,964 at 4% or $85,309 at 6%; with 100% employer match about $95,973 at 4% or $63,982 at 6%.
2002221$644,599$123,462$5,879iApproximate average salary by contribution assumption: employee only about $146,979 at 4% or $97,986 at 6%; with 50% employer match about $97,986 at 4% or $65,324 at 6%; with 100% employer match about $73,489 at 4% or $48,993 at 6%.
Stephen B. Stone & Associates Profit Sharing Plan-21$644,599$123,462$5,879iApproximate average salary by contribution assumption: employee only about $146,979 at 4% or $97,986 at 6%; with 50% employer match about $97,986 at 4% or $65,324 at 6%; with 100% employer match about $73,489 at 4% or $48,993 at 6%.
Stephen B. Stone & Associates Money Purchase Plan-0---
200122$0$0-
Stephen B. Stone & Associates Profit Sharing Plan-2---
Stephen B. Stone & Associates Money Purchase Plan-2---
200012$164,672$780$390iApproximate average salary by contribution assumption: employee only about $9,750 at 4% or $6,500 at 6%; with 50% employer match about $6,500 at 4% or $4,333 at 6%; with 100% employer match about $4,875 at 4% or $3,250 at 6%.
STEPHEN B. STONE & ASSOCIATES PROFIT SHARING PLAN-2$164,672$780$390iApproximate average salary by contribution assumption: employee only about $9,750 at 4% or $6,500 at 6%; with 50% employer match about $6,500 at 4% or $4,333 at 6%; with 100% employer match about $4,875 at 4% or $3,250 at 6%.
199922$450,329$22,947$11,474iApproximate average salary by contribution assumption: employee only about $286,838 at 4% or $191,225 at 6%; with 50% employer match about $191,225 at 4% or $127,483 at 6%; with 100% employer match about $143,419 at 4% or $95,613 at 6%.
Stephen B. Stone & Associates Money Purchase Plan-2$254,149$19,021$9,511iApproximate average salary by contribution assumption: employee only about $237,763 at 4% or $158,508 at 6%; with 50% employer match about $158,508 at 4% or $105,672 at 6%; with 100% employer match about $118,881 at 4% or $79,254 at 6%.
Stephen B. Stone & Associates Profit Sharing Plan-2$196,180$3,926$1,963iApproximate average salary by contribution assumption: employee only about $49,075 at 4% or $32,717 at 6%; with 50% employer match about $32,717 at 4% or $21,811 at 6%; with 100% employer match about $24,538 at 4% or $16,358 at 6%.