Civic Intelligence

Stonegate Wealth Management

Plan context: Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust

EIN 22-3348984 • Oakland, NJ • 10 filings • 5 plans

393 Ramapo Valley Rd.Oakland, NJ 07436
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$581,398

2015 Contributions

$64,670

Historical Graphs

Total Assets Over Time

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

$581,398$290,699$0200620112015YearValue
$581,398Latest year 2015

Participants Over Time

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

950200620112015YearValue
9Latest year 2015

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
201519$581,398$64,670$7,186iApproximate average salary by contribution assumption: employee only about $179,639 at 4% or $119,759 at 6%; with 50% employer match about $119,759 at 4% or $79,840 at 6%; with 100% employer match about $89,819 at 4% or $59,880 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-9$581,398$64,670$7,186iApproximate average salary by contribution assumption: employee only about $179,639 at 4% or $119,759 at 6%; with 50% employer match about $119,759 at 4% or $79,840 at 6%; with 100% employer match about $89,819 at 4% or $59,880 at 6%.
201419$532,023$84,644$9,405iApproximate average salary by contribution assumption: employee only about $235,122 at 4% or $156,748 at 6%; with 50% employer match about $156,748 at 4% or $104,499 at 6%; with 100% employer match about $117,561 at 4% or $78,374 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-9$532,023$84,644$9,405iApproximate average salary by contribution assumption: employee only about $235,122 at 4% or $156,748 at 6%; with 50% employer match about $156,748 at 4% or $104,499 at 6%; with 100% employer match about $117,561 at 4% or $78,374 at 6%.
201318$419,247$87,552$10,944iApproximate average salary by contribution assumption: employee only about $273,600 at 4% or $182,400 at 6%; with 50% employer match about $182,400 at 4% or $121,600 at 6%; with 100% employer match about $136,800 at 4% or $91,200 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-8$419,247$87,552$10,944iApproximate average salary by contribution assumption: employee only about $273,600 at 4% or $182,400 at 6%; with 50% employer match about $182,400 at 4% or $121,600 at 6%; with 100% employer match about $136,800 at 4% or $91,200 at 6%.
201217$267,882$74,834$10,691iApproximate average salary by contribution assumption: employee only about $267,264 at 4% or $178,176 at 6%; with 50% employer match about $178,176 at 4% or $118,784 at 6%; with 100% employer match about $133,632 at 4% or $89,088 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-7$267,882$74,834$10,691iApproximate average salary by contribution assumption: employee only about $267,264 at 4% or $178,176 at 6%; with 50% employer match about $178,176 at 4% or $118,784 at 6%; with 100% employer match about $133,632 at 4% or $89,088 at 6%.
201114$179,860$70,302$17,576iApproximate average salary by contribution assumption: employee only about $439,388 at 4% or $292,925 at 6%; with 50% employer match about $292,925 at 4% or $195,283 at 6%; with 100% employer match about $219,694 at 4% or $146,463 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-4$179,860$70,302$17,576iApproximate average salary by contribution assumption: employee only about $439,388 at 4% or $292,925 at 6%; with 50% employer match about $292,925 at 4% or $195,283 at 6%; with 100% employer match about $219,694 at 4% or $146,463 at 6%.
201014$214,385$58,836$14,709iApproximate average salary by contribution assumption: employee only about $367,725 at 4% or $245,150 at 6%; with 50% employer match about $245,150 at 4% or $163,433 at 6%; with 100% employer match about $183,863 at 4% or $122,575 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-4$214,385$58,836$14,709iApproximate average salary by contribution assumption: employee only about $367,725 at 4% or $245,150 at 6%; with 50% employer match about $245,150 at 4% or $163,433 at 6%; with 100% employer match about $183,863 at 4% or $122,575 at 6%.
200913$125,068$62,129$20,710iApproximate average salary by contribution assumption: employee only about $517,742 at 4% or $345,161 at 6%; with 50% employer match about $345,161 at 4% or $230,107 at 6%; with 100% employer match about $258,871 at 4% or $172,581 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-3$125,068$62,129$20,710iApproximate average salary by contribution assumption: employee only about $517,742 at 4% or $345,161 at 6%; with 50% employer match about $345,161 at 4% or $230,107 at 6%; with 100% employer match about $258,871 at 4% or $172,581 at 6%.
200813$75,569$41,109$13,703iApproximate average salary by contribution assumption: employee only about $342,575 at 4% or $228,383 at 6%; with 50% employer match about $228,383 at 4% or $152,256 at 6%; with 100% employer match about $171,288 at 4% or $114,192 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-3$75,569$41,109$13,703iApproximate average salary by contribution assumption: employee only about $342,575 at 4% or $228,383 at 6%; with 50% employer match about $228,383 at 4% or $152,256 at 6%; with 100% employer match about $171,288 at 4% or $114,192 at 6%.
200712$69,522$47,754$23,877iApproximate average salary by contribution assumption: employee only about $596,925 at 4% or $397,950 at 6%; with 50% employer match about $397,950 at 4% or $265,300 at 6%; with 100% employer match about $298,463 at 4% or $198,975 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-2$69,522$47,754$23,877iApproximate average salary by contribution assumption: employee only about $596,925 at 4% or $397,950 at 6%; with 50% employer match about $397,950 at 4% or $265,300 at 6%; with 100% employer match about $298,463 at 4% or $198,975 at 6%.
200616$39,226$36,764$6,127iApproximate average salary by contribution assumption: employee only about $153,183 at 4% or $102,122 at 6%; with 50% employer match about $102,122 at 4% or $68,081 at 6%; with 100% employer match about $76,592 at 4% or $51,061 at 6%.
Stonegate Wealth Management 401(K) Profit Sharing Plan and Trust-6$39,226$36,764$6,127iApproximate average salary by contribution assumption: employee only about $153,183 at 4% or $102,122 at 6%; with 50% employer match about $102,122 at 4% or $68,081 at 6%; with 100% employer match about $76,592 at 4% or $51,061 at 6%.