Civic Intelligence

Steven Charles Capital Ltd.

Plan context: STEVEN CHARLES CAPITAL, LTD. 401(K) PROFIT SHARING PLAN

EIN 22-2711086 • Rochester, NY • 22 filings • 3 plans

200 Canal View Blvd., Suite 203Rochester, NY 14623-2809
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$612,201

2013 Contributions

$8,640

Historical Graphs

Total Assets Over Time

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

$1,075,473$537,737$0199920072012YearValue
$612,201Latest year 2012

Participants Over Time

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

420199920062012YearValue
3Latest year 2012

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
201310$0$0-
STEVEN CHARLES CAPITAL, LTD. 401(K) PROFIT SHARING PLAN-0$0--
201213$612,201$0-
STEVEN CHARLES CAPITAL, LTD. 401(K) PROFIT SHARING PLAN-3$612,201--
201113$726,992$8,640$2,880iApproximate average salary by contribution assumption: employee only about $72,000 at 4% or $48,000 at 6%; with 50% employer match about $48,000 at 4% or $32,000 at 6%; with 100% employer match about $36,000 at 4% or $24,000 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401(K) PROFIT SHARING PLAN-3$726,992$8,640$2,880iApproximate average salary by contribution assumption: employee only about $72,000 at 4% or $48,000 at 6%; with 50% employer match about $48,000 at 4% or $32,000 at 6%; with 100% employer match about $36,000 at 4% or $24,000 at 6%.
201013$813,185$8,820$2,940iApproximate average salary by contribution assumption: employee only about $73,500 at 4% or $49,000 at 6%; with 50% employer match about $49,000 at 4% or $32,667 at 6%; with 100% employer match about $36,750 at 4% or $24,500 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401(K) PROFIT SHARING PLAN-3$813,185$8,820$2,940iApproximate average salary by contribution assumption: employee only about $73,500 at 4% or $49,000 at 6%; with 50% employer match about $49,000 at 4% or $32,667 at 6%; with 100% employer match about $36,750 at 4% or $24,500 at 6%.
200913$718,103$20,808$6,936iApproximate average salary by contribution assumption: employee only about $173,400 at 4% or $115,600 at 6%; with 50% employer match about $115,600 at 4% or $77,067 at 6%; with 100% employer match about $86,700 at 4% or $57,800 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401(K) PROFIT SHARING PLAN-3$718,103$20,808$6,936iApproximate average salary by contribution assumption: employee only about $173,400 at 4% or $115,600 at 6%; with 50% employer match about $115,600 at 4% or $77,067 at 6%; with 100% employer match about $86,700 at 4% or $57,800 at 6%.
200813$526,649$25,683$8,561iApproximate average salary by contribution assumption: employee only about $214,025 at 4% or $142,683 at 6%; with 50% employer match about $142,683 at 4% or $95,122 at 6%; with 100% employer match about $107,013 at 4% or $71,342 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401K PROFIT SHARING PLAN-3$526,649$25,683$8,561iApproximate average salary by contribution assumption: employee only about $214,025 at 4% or $142,683 at 6%; with 50% employer match about $142,683 at 4% or $95,122 at 6%; with 100% employer match about $107,013 at 4% or $71,342 at 6%.
200723$756,010$670,299$223,433iApproximate average salary by contribution assumption: employee only about $5,585,825 at 4% or $3,723,883 at 6%; with 50% employer match about $3,723,883 at 4% or $2,482,589 at 6%; with 100% employer match about $2,792,913 at 4% or $1,861,942 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401K PROFIT SHARING PLAN-3$756,010$670,299$223,433iApproximate average salary by contribution assumption: employee only about $5,585,825 at 4% or $3,723,883 at 6%; with 50% employer match about $3,723,883 at 4% or $2,482,589 at 6%; with 100% employer match about $2,792,913 at 4% or $1,861,942 at 6%.
Steven Charles Capital Ltd. Defined Benefit Pension Plan-0---
200624$735,316$26,900$6,725iApproximate average salary by contribution assumption: employee only about $168,125 at 4% or $112,083 at 6%; with 50% employer match about $112,083 at 4% or $74,722 at 6%; with 100% employer match about $84,063 at 4% or $56,042 at 6%.
Steven Charles Capital Ltd. Defined Benefit Pension Plan-3$507,088$26,900$8,967iApproximate average salary by contribution assumption: employee only about $224,167 at 4% or $149,444 at 6%; with 50% employer match about $149,444 at 4% or $99,630 at 6%; with 100% employer match about $112,083 at 4% or $74,722 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401K PROFIT SHARING PLAN-4$228,228--
200523$1,075,473$146,682$48,894iApproximate average salary by contribution assumption: employee only about $1,222,350 at 4% or $814,900 at 6%; with 50% employer match about $814,900 at 4% or $543,267 at 6%; with 100% employer match about $611,175 at 4% or $407,450 at 6%.
Steven Charles Capital Ltd. Defined Benefit Pension Plan-3$864,761$116,932$38,977iApproximate average salary by contribution assumption: employee only about $974,433 at 4% or $649,622 at 6%; with 50% employer match about $649,622 at 4% or $433,081 at 6%; with 100% employer match about $487,217 at 4% or $324,811 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401K PROFIT SHARING PLAN-3$210,712$29,750$9,917iApproximate average salary by contribution assumption: employee only about $247,917 at 4% or $165,278 at 6%; with 50% employer match about $165,278 at 4% or $110,185 at 6%; with 100% employer match about $123,958 at 4% or $82,639 at 6%.
200424$909,328$170,795$42,699iApproximate average salary by contribution assumption: employee only about $1,067,469 at 4% or $711,646 at 6%; with 50% employer match about $711,646 at 4% or $474,431 at 6%; with 100% employer match about $533,734 at 4% or $355,823 at 6%.
Steven Charles Capital Ltd. Defined Benefit Pension Plan-2$719,556$113,026$56,513iApproximate average salary by contribution assumption: employee only about $1,412,825 at 4% or $941,883 at 6%; with 50% employer match about $941,883 at 4% or $627,922 at 6%; with 100% employer match about $706,413 at 4% or $470,942 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401K PROFIT SHARING PLAN-4$189,772$57,769$14,442iApproximate average salary by contribution assumption: employee only about $361,056 at 4% or $240,704 at 6%; with 50% employer match about $240,704 at 4% or $160,469 at 6%; with 100% employer match about $180,528 at 4% or $120,352 at 6%.
200324$898,221$173,969$43,492iApproximate average salary by contribution assumption: employee only about $1,087,306 at 4% or $724,871 at 6%; with 50% employer match about $724,871 at 4% or $483,247 at 6%; with 100% employer match about $543,653 at 4% or $362,435 at 6%.
Steven Charles Capital Ltd. Defined Benefit Pension Plan-3$778,267$135,432$45,144iApproximate average salary by contribution assumption: employee only about $1,128,600 at 4% or $752,400 at 6%; with 50% employer match about $752,400 at 4% or $501,600 at 6%; with 100% employer match about $564,300 at 4% or $376,200 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401K PROFIT SHARING PLAN-4$119,954$38,537$9,634iApproximate average salary by contribution assumption: employee only about $240,856 at 4% or $160,571 at 6%; with 50% employer match about $160,571 at 4% or $107,047 at 6%; with 100% employer match about $120,428 at 4% or $80,285 at 6%.
200223$64,111$34,355$11,452iApproximate average salary by contribution assumption: employee only about $286,292 at 4% or $190,861 at 6%; with 50% employer match about $190,861 at 4% or $127,241 at 6%; with 100% employer match about $143,146 at 4% or $95,431 at 6%.
STEVEN CHARLES CAPITAL, LTD. 401K PROFIT SHARING PLAN-3$64,111$34,355$11,452iApproximate average salary by contribution assumption: employee only about $286,292 at 4% or $190,861 at 6%; with 50% employer match about $190,861 at 4% or $127,241 at 6%; with 100% employer match about $143,146 at 4% or $95,431 at 6%.
Steven Charles Capital Ltd. Defined Benefit Pension Plan-3---
200123$0$0-
Steven Charles Capital Ltd. Defined Benefit Pension Plan-3---
STEVEN CHARLES CAPITAL, LTD. 401K PROFIT SHARING PLAN-3---
200013$0$0-
Steven Charles Capital Ltd. Defined Benefit Pension Plan-3---
199913$101,531$101,531$33,844iApproximate average salary by contribution assumption: employee only about $846,092 at 4% or $564,061 at 6%; with 50% employer match about $564,061 at 4% or $376,041 at 6%; with 100% employer match about $423,046 at 4% or $282,031 at 6%.
Steven Charles Capital Ltd. Defined Benefit Pension Plan-3$101,531$101,531$33,844iApproximate average salary by contribution assumption: employee only about $846,092 at 4% or $564,061 at 6%; with 50% employer match about $564,061 at 4% or $376,041 at 6%; with 100% employer match about $423,046 at 4% or $282,031 at 6%.