Civic Intelligence

Stewart and Tate Inc.

Plan context: Stewart and Tate Inc. Employees Profit Sharing Plan

EIN 23-1624612 • York, PA • 34 filings • 7 plans

950 B Smile WayYork, PA 17404
Current Snapshot

Latest Year

2024

2024 Participants

175

2024 Assets

$27,937,886

2024 Contributions

$1,430,684

Historical Graphs

Total Assets Over Time

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

$27,937,886$13,968,943$0199920122024YearValue
$27,937,886Latest year 2024

Participants Over Time

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

4822410199920122024YearValue
175Latest year 2024

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
20241175$27,937,886$1,430,684$8,175iApproximate average salary by contribution assumption: employee only about $204,383 at 4% or $136,256 at 6%; with 50% employer match about $136,256 at 4% or $90,837 at 6%; with 100% employer match about $102,192 at 4% or $68,128 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-175$27,937,886$1,430,684$8,175iApproximate average salary by contribution assumption: employee only about $204,383 at 4% or $136,256 at 6%; with 50% employer match about $136,256 at 4% or $90,837 at 6%; with 100% employer match about $102,192 at 4% or $68,128 at 6%.
20231181$26,268,763$1,452,839$8,027iApproximate average salary by contribution assumption: employee only about $200,668 at 4% or $133,779 at 6%; with 50% employer match about $133,779 at 4% or $89,186 at 6%; with 100% employer match about $100,334 at 4% or $66,889 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-181$26,268,763$1,452,839$8,027iApproximate average salary by contribution assumption: employee only about $200,668 at 4% or $133,779 at 6%; with 50% employer match about $133,779 at 4% or $89,186 at 6%; with 100% employer match about $100,334 at 4% or $66,889 at 6%.
20221168$23,332,443$1,306,127$7,775iApproximate average salary by contribution assumption: employee only about $194,364 at 4% or $129,576 at 6%; with 50% employer match about $129,576 at 4% or $86,384 at 6%; with 100% employer match about $97,182 at 4% or $64,788 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-168$23,332,443$1,306,127$7,775iApproximate average salary by contribution assumption: employee only about $194,364 at 4% or $129,576 at 6%; with 50% employer match about $129,576 at 4% or $86,384 at 6%; with 100% employer match about $97,182 at 4% or $64,788 at 6%.
20211179$27,279,744$1,421,585$7,942iApproximate average salary by contribution assumption: employee only about $198,545 at 4% or $132,364 at 6%; with 50% employer match about $132,364 at 4% or $88,242 at 6%; with 100% employer match about $99,273 at 4% or $66,182 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-179$27,279,744$1,421,585$7,942iApproximate average salary by contribution assumption: employee only about $198,545 at 4% or $132,364 at 6%; with 50% employer match about $132,364 at 4% or $88,242 at 6%; with 100% employer match about $99,273 at 4% or $66,182 at 6%.
20201201$24,706,090$1,397,691$6,954iApproximate average salary by contribution assumption: employee only about $173,842 at 4% or $115,895 at 6%; with 50% employer match about $115,895 at 4% or $77,263 at 6%; with 100% employer match about $86,921 at 4% or $57,947 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-201$24,706,090$1,397,691$6,954iApproximate average salary by contribution assumption: employee only about $173,842 at 4% or $115,895 at 6%; with 50% employer match about $115,895 at 4% or $77,263 at 6%; with 100% employer match about $86,921 at 4% or $57,947 at 6%.
20191212$23,181,021$1,409,579$6,649iApproximate average salary by contribution assumption: employee only about $166,224 at 4% or $110,816 at 6%; with 50% employer match about $110,816 at 4% or $73,877 at 6%; with 100% employer match about $83,112 at 4% or $55,408 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-212$23,181,021$1,409,579$6,649iApproximate average salary by contribution assumption: employee only about $166,224 at 4% or $110,816 at 6%; with 50% employer match about $110,816 at 4% or $73,877 at 6%; with 100% employer match about $83,112 at 4% or $55,408 at 6%.
20181186$20,506,833$1,198,977$6,446iApproximate average salary by contribution assumption: employee only about $161,153 at 4% or $107,435 at 6%; with 50% employer match about $107,435 at 4% or $71,623 at 6%; with 100% employer match about $80,576 at 4% or $53,718 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-186$20,506,833$1,198,977$6,446iApproximate average salary by contribution assumption: employee only about $161,153 at 4% or $107,435 at 6%; with 50% employer match about $107,435 at 4% or $71,623 at 6%; with 100% employer match about $80,576 at 4% or $53,718 at 6%.
20171189$20,753,384$1,393,019$7,370iApproximate average salary by contribution assumption: employee only about $184,262 at 4% or $122,841 at 6%; with 50% employer match about $122,841 at 4% or $81,894 at 6%; with 100% employer match about $92,131 at 4% or $61,421 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-189$20,753,384$1,393,019$7,370iApproximate average salary by contribution assumption: employee only about $184,262 at 4% or $122,841 at 6%; with 50% employer match about $122,841 at 4% or $81,894 at 6%; with 100% employer match about $92,131 at 4% or $61,421 at 6%.
20162482$18,111,492$1,235,829$2,564iApproximate average salary by contribution assumption: employee only about $64,099 at 4% or $42,733 at 6%; with 50% employer match about $42,733 at 4% or $28,488 at 6%; with 100% employer match about $32,050 at 4% or $21,366 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-482$18,111,492$1,235,829$2,564iApproximate average salary by contribution assumption: employee only about $64,099 at 4% or $42,733 at 6%; with 50% employer match about $42,733 at 4% or $28,488 at 6%; with 100% employer match about $32,050 at 4% or $21,366 at 6%.
STEWART & TATE 401K PLAN-0$0--
20152201$16,840,352$1,005,357$5,002iApproximate average salary by contribution assumption: employee only about $125,044 at 4% or $83,363 at 6%; with 50% employer match about $83,363 at 4% or $55,575 at 6%; with 100% employer match about $62,522 at 4% or $41,681 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-201$14,515,564$756,921$3,766iApproximate average salary by contribution assumption: employee only about $94,144 at 4% or $62,763 at 6%; with 50% employer match about $62,763 at 4% or $41,842 at 6%; with 100% employer match about $47,072 at 4% or $31,381 at 6%.
STEWART & TATE 401K PLAN-192$2,324,788$248,436$1,294iApproximate average salary by contribution assumption: employee only about $32,348 at 4% or $21,566 at 6%; with 50% employer match about $21,566 at 4% or $14,377 at 6%; with 100% employer match about $16,174 at 4% or $10,783 at 6%.
20142217$17,746,678$752,192$3,466iApproximate average salary by contribution assumption: employee only about $86,658 at 4% or $57,772 at 6%; with 50% employer match about $57,772 at 4% or $38,515 at 6%; with 100% employer match about $43,329 at 4% or $28,886 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-217$15,183,852$547,178$2,522iApproximate average salary by contribution assumption: employee only about $63,039 at 4% or $42,026 at 6%; with 50% employer match about $42,026 at 4% or $28,017 at 6%; with 100% employer match about $31,519 at 4% or $21,013 at 6%.
STEWART & TATE 401K PLAN-166$2,562,826$205,014$1,235iApproximate average salary by contribution assumption: employee only about $30,876 at 4% or $20,584 at 6%; with 50% employer match about $20,584 at 4% or $13,722 at 6%; with 100% employer match about $15,438 at 4% or $10,292 at 6%.
20132206$17,262,941$859,667$4,173iApproximate average salary by contribution assumption: employee only about $104,329 at 4% or $69,552 at 6%; with 50% employer match about $69,552 at 4% or $46,368 at 6%; with 100% employer match about $52,164 at 4% or $34,776 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-206$14,540,242$490,413$2,381iApproximate average salary by contribution assumption: employee only about $59,516 at 4% or $39,677 at 6%; with 50% employer match about $39,677 at 4% or $26,452 at 6%; with 100% employer match about $29,758 at 4% or $19,839 at 6%.
STEWART & TATE 401K PLAN-177$2,722,699$369,254$2,086iApproximate average salary by contribution assumption: employee only about $52,155 at 4% or $34,770 at 6%; with 50% employer match about $34,770 at 4% or $23,180 at 6%; with 100% employer match about $26,077 at 4% or $17,385 at 6%.
20121156$13,005,767$225,926$1,448iApproximate average salary by contribution assumption: employee only about $36,206 at 4% or $24,137 at 6%; with 50% employer match about $24,137 at 4% or $16,092 at 6%; with 100% employer match about $18,103 at 4% or $12,069 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-156$13,005,767$225,926$1,448iApproximate average salary by contribution assumption: employee only about $36,206 at 4% or $24,137 at 6%; with 50% employer match about $24,137 at 4% or $16,092 at 6%; with 100% employer match about $18,103 at 4% or $12,069 at 6%.
20111185$12,007,234$233,925$1,264iApproximate average salary by contribution assumption: employee only about $31,611 at 4% or $21,074 at 6%; with 50% employer match about $21,074 at 4% or $14,050 at 6%; with 100% employer match about $15,806 at 4% or $10,537 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-185$12,007,234$233,925$1,264iApproximate average salary by contribution assumption: employee only about $31,611 at 4% or $21,074 at 6%; with 50% employer match about $21,074 at 4% or $14,050 at 6%; with 100% employer match about $15,806 at 4% or $10,537 at 6%.
20102221$17,660,543$762,510$3,450iApproximate average salary by contribution assumption: employee only about $86,257 at 4% or $57,505 at 6%; with 50% employer match about $57,505 at 4% or $38,336 at 6%; with 100% employer match about $43,128 at 4% or $28,752 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-221$12,802,578$268,231$1,214iApproximate average salary by contribution assumption: employee only about $30,343 at 4% or $20,229 at 6%; with 50% employer match about $20,229 at 4% or $13,486 at 6%; with 100% employer match about $15,171 at 4% or $10,114 at 6%.
POOLE/LEWIS RETIREMENT PLAN-113$4,857,965$494,279$4,374iApproximate average salary by contribution assumption: employee only about $109,354 at 4% or $72,903 at 6%; with 50% employer match about $72,903 at 4% or $48,602 at 6%; with 100% employer match about $54,677 at 4% or $36,451 at 6%.
20092202$16,990,842$1,146,428$5,675iApproximate average salary by contribution assumption: employee only about $141,885 at 4% or $94,590 at 6%; with 50% employer match about $94,590 at 4% or $63,060 at 6%; with 100% employer match about $70,942 at 4% or $47,295 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-202$11,836,007$589,788$2,920iApproximate average salary by contribution assumption: employee only about $72,994 at 4% or $48,662 at 6%; with 50% employer match about $48,662 at 4% or $32,442 at 6%; with 100% employer match about $36,497 at 4% or $24,331 at 6%.
RICHARD D. POOLE, INC. SALARY DEFERRAL PLAN-136$5,154,835$556,640$4,093iApproximate average salary by contribution assumption: employee only about $102,324 at 4% or $68,216 at 6%; with 50% employer match about $68,216 at 4% or $45,477 at 6%; with 100% employer match about $51,162 at 4% or $34,108 at 6%.
20082240$14,559,744$1,468,002$6,117iApproximate average salary by contribution assumption: employee only about $152,917 at 4% or $101,945 at 6%; with 50% employer match about $101,945 at 4% or $67,963 at 6%; with 100% employer match about $76,458 at 4% or $50,972 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-240$9,463,396$707,909$2,950iApproximate average salary by contribution assumption: employee only about $73,741 at 4% or $49,160 at 6%; with 50% employer match about $49,160 at 4% or $32,774 at 6%; with 100% employer match about $36,870 at 4% or $24,580 at 6%.
RICHARD D. POOLE, INC. SALARY DEFERRAL PLAN-152$5,096,348$760,093$5,001iApproximate average salary by contribution assumption: employee only about $125,015 at 4% or $83,344 at 6%; with 50% employer match about $83,344 at 4% or $55,562 at 6%; with 100% employer match about $62,508 at 4% or $41,672 at 6%.
20071275$12,430,304$741,949$2,698iApproximate average salary by contribution assumption: employee only about $67,450 at 4% or $44,967 at 6%; with 50% employer match about $44,967 at 4% or $29,978 at 6%; with 100% employer match about $33,725 at 4% or $22,483 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-275$12,430,304$741,949$2,698iApproximate average salary by contribution assumption: employee only about $67,450 at 4% or $44,967 at 6%; with 50% employer match about $44,967 at 4% or $29,978 at 6%; with 100% employer match about $33,725 at 4% or $22,483 at 6%.
20061276$10,979,748$737,664$2,673iApproximate average salary by contribution assumption: employee only about $66,817 at 4% or $44,545 at 6%; with 50% employer match about $44,545 at 4% or $29,697 at 6%; with 100% employer match about $33,409 at 4% or $22,272 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-276$10,979,748$737,664$2,673iApproximate average salary by contribution assumption: employee only about $66,817 at 4% or $44,545 at 6%; with 50% employer match about $44,545 at 4% or $29,697 at 6%; with 100% employer match about $33,409 at 4% or $22,272 at 6%.
20051271$9,711,947$604,778$2,232iApproximate average salary by contribution assumption: employee only about $55,791 at 4% or $37,194 at 6%; with 50% employer match about $37,194 at 4% or $24,796 at 6%; with 100% employer match about $27,896 at 4% or $18,597 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-271$9,711,947$604,778$2,232iApproximate average salary by contribution assumption: employee only about $55,791 at 4% or $37,194 at 6%; with 50% employer match about $37,194 at 4% or $24,796 at 6%; with 100% employer match about $27,896 at 4% or $18,597 at 6%.
20041221$8,588,697$457,116$2,068iApproximate average salary by contribution assumption: employee only about $51,710 at 4% or $34,473 at 6%; with 50% employer match about $34,473 at 4% or $22,982 at 6%; with 100% employer match about $25,855 at 4% or $17,237 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-221$8,588,697$457,116$2,068iApproximate average salary by contribution assumption: employee only about $51,710 at 4% or $34,473 at 6%; with 50% employer match about $34,473 at 4% or $22,982 at 6%; with 100% employer match about $25,855 at 4% or $17,237 at 6%.
20032141$15,582,586$717,266$5,087iApproximate average salary by contribution assumption: employee only about $127,175 at 4% or $84,783 at 6%; with 50% employer match about $84,783 at 4% or $56,522 at 6%; with 100% employer match about $63,587 at 4% or $42,392 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-141$7,797,300$358,633$2,543iApproximate average salary by contribution assumption: employee only about $63,587 at 4% or $42,392 at 6%; with 50% employer match about $42,392 at 4% or $28,261 at 6%; with 100% employer match about $31,794 at 4% or $21,196 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-141$7,785,286$358,633$2,543iApproximate average salary by contribution assumption: employee only about $63,587 at 4% or $42,392 at 6%; with 50% employer match about $42,392 at 4% or $28,261 at 6%; with 100% employer match about $31,794 at 4% or $21,196 at 6%.
20021123$6,124,613$322,703$2,624iApproximate average salary by contribution assumption: employee only about $65,590 at 4% or $43,727 at 6%; with 50% employer match about $43,727 at 4% or $29,151 at 6%; with 100% employer match about $32,795 at 4% or $21,863 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-123$6,124,613$322,703$2,624iApproximate average salary by contribution assumption: employee only about $65,590 at 4% or $43,727 at 6%; with 50% employer match about $43,727 at 4% or $29,151 at 6%; with 100% employer match about $32,795 at 4% or $21,863 at 6%.
20011116$7,414,150$359,930$3,103iApproximate average salary by contribution assumption: employee only about $77,571 at 4% or $51,714 at 6%; with 50% employer match about $51,714 at 4% or $34,476 at 6%; with 100% employer match about $38,786 at 4% or $25,857 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-116$7,414,150$359,930$3,103iApproximate average salary by contribution assumption: employee only about $77,571 at 4% or $51,714 at 6%; with 50% employer match about $51,714 at 4% or $34,476 at 6%; with 100% employer match about $38,786 at 4% or $25,857 at 6%.
20001105$7,972,241$274,927$2,618iApproximate average salary by contribution assumption: employee only about $65,459 at 4% or $43,639 at 6%; with 50% employer match about $43,639 at 4% or $29,093 at 6%; with 100% employer match about $32,729 at 4% or $21,820 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-105$7,972,241$274,927$2,618iApproximate average salary by contribution assumption: employee only about $65,459 at 4% or $43,639 at 6%; with 50% employer match about $43,639 at 4% or $29,093 at 6%; with 100% employer match about $32,729 at 4% or $21,820 at 6%.
19991121$8,140,866$391,214$3,233iApproximate average salary by contribution assumption: employee only about $80,829 at 4% or $53,886 at 6%; with 50% employer match about $53,886 at 4% or $35,924 at 6%; with 100% employer match about $40,415 at 4% or $26,943 at 6%.
Stewart and Tate Inc. Employees Profit Sharing Plan-121$8,140,866$391,214$3,233iApproximate average salary by contribution assumption: employee only about $80,829 at 4% or $53,886 at 6%; with 50% employer match about $53,886 at 4% or $35,924 at 6%; with 100% employer match about $40,415 at 4% or $26,943 at 6%.