Stevens & Lee PC.
Plan context: Stevens & Lee Profit Sharing Plan
EIN 23-1886296 • Reading, PA • 96 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
387
2024 Assets
$281,223,608
2024 Contributions
$14,344,052
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 387 | $281,223,608 | $14,344,052 | $37,065iApproximate average salary by contribution assumption: employee only about $926,618 at 4% or $617,746 at 6%; with 50% employer match about $617,746 at 4% or $411,830 at 6%; with 100% employer match about $463,309 at 4% or $308,873 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 385 | $281,223,608 | $14,344,052 | $37,257iApproximate average salary by contribution assumption: employee only about $931,432 at 4% or $620,955 at 6%; with 50% employer match about $620,955 at 4% or $413,970 at 6%; with 100% employer match about $465,716 at 4% or $310,477 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 387 | - | - | - |
| 2023 | 2 | 374 | $254,281,860 | $12,304,355 | $32,899iApproximate average salary by contribution assumption: employee only about $822,484 at 4% or $548,322 at 6%; with 50% employer match about $548,322 at 4% or $365,548 at 6%; with 100% employer match about $411,242 at 4% or $274,161 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 374 | $254,281,860 | $12,304,355 | $32,899iApproximate average salary by contribution assumption: employee only about $822,484 at 4% or $548,322 at 6%; with 50% employer match about $548,322 at 4% or $365,548 at 6%; with 100% employer match about $411,242 at 4% or $274,161 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 368 | - | - | - |
| 2022 | 2 | 345 | $224,462,846 | $11,502,506 | $33,341iApproximate average salary by contribution assumption: employee only about $833,515 at 4% or $555,677 at 6%; with 50% employer match about $555,677 at 4% or $370,451 at 6%; with 100% employer match about $416,757 at 4% or $277,838 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 343 | $224,462,846 | $11,502,506 | $33,535iApproximate average salary by contribution assumption: employee only about $838,375 at 4% or $558,917 at 6%; with 50% employer match about $558,917 at 4% or $372,611 at 6%; with 100% employer match about $419,188 at 4% or $279,458 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 345 | - | - | - |
| 2021 | 2 | 324 | $271,333,067 | $12,120,969 | $37,410iApproximate average salary by contribution assumption: employee only about $935,260 at 4% or $623,507 at 6%; with 50% employer match about $623,507 at 4% or $415,671 at 6%; with 100% employer match about $467,630 at 4% or $311,753 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 319 | $271,333,067 | $12,120,969 | $37,997iApproximate average salary by contribution assumption: employee only about $949,919 at 4% or $633,279 at 6%; with 50% employer match about $633,279 at 4% or $422,186 at 6%; with 100% employer match about $474,960 at 4% or $316,640 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 324 | - | - | - |
| 2020 | 2 | 319 | $239,902,325 | $9,617,572 | $30,149iApproximate average salary by contribution assumption: employee only about $753,728 at 4% or $502,485 at 6%; with 50% employer match about $502,485 at 4% or $334,990 at 6%; with 100% employer match about $376,864 at 4% or $251,243 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 319 | $239,902,325 | $9,617,572 | $30,149iApproximate average salary by contribution assumption: employee only about $753,728 at 4% or $502,485 at 6%; with 50% employer match about $502,485 at 4% or $334,990 at 6%; with 100% employer match about $376,864 at 4% or $251,243 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 319 | - | - | - |
| 2019 | 2 | 314 | $220,759,543 | $9,038,834 | $28,786iApproximate average salary by contribution assumption: employee only about $719,652 at 4% or $479,768 at 6%; with 50% employer match about $479,768 at 4% or $319,846 at 6%; with 100% employer match about $359,826 at 4% or $239,884 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 310 | $220,759,543 | $9,038,834 | $29,158iApproximate average salary by contribution assumption: employee only about $728,938 at 4% or $485,959 at 6%; with 50% employer match about $485,959 at 4% or $323,973 at 6%; with 100% employer match about $364,469 at 4% or $242,979 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 314 | - | - | - |
| 2018 | 2 | 303 | $179,395,798 | $8,998,691 | $29,699iApproximate average salary by contribution assumption: employee only about $742,466 at 4% or $494,978 at 6%; with 50% employer match about $494,978 at 4% or $329,985 at 6%; with 100% employer match about $371,233 at 4% or $247,489 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 303 | $179,395,798 | $8,998,691 | $29,699iApproximate average salary by contribution assumption: employee only about $742,466 at 4% or $494,978 at 6%; with 50% employer match about $494,978 at 4% or $329,985 at 6%; with 100% employer match about $371,233 at 4% or $247,489 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 300 | - | - | - |
| 2017 | 2 | 583 | $188,924,846 | $7,933,181 | $13,608iApproximate average salary by contribution assumption: employee only about $340,188 at 4% or $226,792 at 6%; with 50% employer match about $226,792 at 4% or $151,195 at 6%; with 100% employer match about $170,094 at 4% or $113,396 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 288 | $188,924,846 | $7,933,181 | $27,546iApproximate average salary by contribution assumption: employee only about $688,644 at 4% or $459,096 at 6%; with 50% employer match about $459,096 at 4% or $306,064 at 6%; with 100% employer match about $344,322 at 4% or $229,548 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 583 | - | - | - |
| 2016 | 2 | 590 | $161,360,081 | $8,061,838 | $13,664iApproximate average salary by contribution assumption: employee only about $341,603 at 4% or $227,736 at 6%; with 50% employer match about $227,736 at 4% or $151,824 at 6%; with 100% employer match about $170,802 at 4% or $113,868 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 278 | $161,360,081 | $8,061,838 | $28,999iApproximate average salary by contribution assumption: employee only about $724,985 at 4% or $483,324 at 6%; with 50% employer match about $483,324 at 4% or $322,216 at 6%; with 100% employer match about $362,493 at 4% or $241,662 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 590 | - | - | - |
| 2015 | 2 | 509 | $152,189,823 | $7,594,181 | $14,920iApproximate average salary by contribution assumption: employee only about $372,995 at 4% or $248,663 at 6%; with 50% employer match about $248,663 at 4% or $165,776 at 6%; with 100% employer match about $186,498 at 4% or $124,332 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 277 | $152,189,823 | $7,594,181 | $27,416iApproximate average salary by contribution assumption: employee only about $685,395 at 4% or $456,930 at 6%; with 50% employer match about $456,930 at 4% or $304,620 at 6%; with 100% employer match about $342,698 at 4% or $228,465 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 509 | - | - | - |
| 2014 | 2 | 585 | $155,533,291 | $8,146,699 | $13,926iApproximate average salary by contribution assumption: employee only about $348,150 at 4% or $232,100 at 6%; with 50% employer match about $232,100 at 4% or $154,733 at 6%; with 100% employer match about $174,075 at 4% or $116,050 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 323 | $155,533,291 | $8,146,699 | $25,222iApproximate average salary by contribution assumption: employee only about $630,549 at 4% or $420,366 at 6%; with 50% employer match about $420,366 at 4% or $280,244 at 6%; with 100% employer match about $315,275 at 4% or $210,183 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 585 | - | - | - |
| 2013 | 5 | 504 | $144,449,298 | $7,986,613 | $15,846iApproximate average salary by contribution assumption: employee only about $396,161 at 4% or $264,108 at 6%; with 50% employer match about $264,108 at 4% or $176,072 at 6%; with 100% employer match about $198,081 at 4% or $132,054 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 326 | $144,449,298 | $7,986,613 | $24,499iApproximate average salary by contribution assumption: employee only about $612,470 at 4% or $408,314 at 6%; with 50% employer match about $408,314 at 4% or $272,209 at 6%; with 100% employer match about $306,235 at 4% or $204,157 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 504 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 318 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 254 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 98 | - | - | - |
| 2012 | 5 | 542 | $120,109,569 | $8,034,288 | $14,823iApproximate average salary by contribution assumption: employee only about $370,585 at 4% or $247,057 at 6%; with 50% employer match about $247,057 at 4% or $164,705 at 6%; with 100% employer match about $185,293 at 4% or $123,528 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 325 | $120,109,569 | $8,034,288 | $24,721iApproximate average salary by contribution assumption: employee only about $618,022 at 4% or $412,015 at 6%; with 50% employer match about $412,015 at 4% or $274,677 at 6%; with 100% employer match about $309,011 at 4% or $206,007 at 6%. |
| Stevens & Lee Group Term Life Insur | - | 319 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 242 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 102 | - | - | - |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 542 | - | - | - |
| 2011 | 5 | 336 | $103,350,458 | $8,029,677 | $23,898iApproximate average salary by contribution assumption: employee only about $597,446 at 4% or $398,297 at 6%; with 50% employer match about $398,297 at 4% or $265,532 at 6%; with 100% employer match about $298,723 at 4% or $199,149 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 336 | $103,350,458 | $8,029,677 | $23,898iApproximate average salary by contribution assumption: employee only about $597,446 at 4% or $398,297 at 6%; with 50% employer match about $398,297 at 4% or $265,532 at 6%; with 100% employer match about $298,723 at 4% or $199,149 at 6%. |
| Stevens & Lee Long-Term Disability | - | 264 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 104 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 333 | - | - | - |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 234 | - | - | - |
| 2010 | 5 | 387 | $99,495,632 | $7,969,724 | $20,594iApproximate average salary by contribution assumption: employee only about $514,840 at 4% or $343,227 at 6%; with 50% employer match about $343,227 at 4% or $228,818 at 6%; with 100% employer match about $257,420 at 4% or $171,613 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 337 | $99,495,632 | $7,969,724 | $23,649iApproximate average salary by contribution assumption: employee only about $591,226 at 4% or $394,151 at 6%; with 50% employer match about $394,151 at 4% or $262,767 at 6%; with 100% employer match about $295,613 at 4% or $197,075 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 387 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 330 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 250 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 108 | - | - | - |
| 2009 | 5 | 505 | $88,395,873 | $8,190,912 | $16,220iApproximate average salary by contribution assumption: employee only about $405,491 at 4% or $270,327 at 6%; with 50% employer match about $270,327 at 4% or $180,218 at 6%; with 100% employer match about $202,745 at 4% or $135,164 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 331 | $88,395,873 | $8,190,912 | $24,746iApproximate average salary by contribution assumption: employee only about $618,649 at 4% or $412,433 at 6%; with 50% employer match about $412,433 at 4% or $274,955 at 6%; with 100% employer match about $309,324 at 4% or $206,216 at 6%. |
| Stevens & Lee Group Term Life Insur | - | 329 | - | - | - |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 505 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 257 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 110 | - | - | - |
| 2008 | 5 | 490 | $67,809,561 | $7,797,414 | $15,913iApproximate average salary by contribution assumption: employee only about $397,827 at 4% or $265,218 at 6%; with 50% employer match about $265,218 at 4% or $176,812 at 6%; with 100% employer match about $198,914 at 4% or $132,609 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 332 | $67,809,561 | $7,797,414 | $23,486iApproximate average salary by contribution assumption: employee only about $587,155 at 4% or $391,436 at 6%; with 50% employer match about $391,436 at 4% or $260,958 at 6%; with 100% employer match about $293,577 at 4% or $195,718 at 6%. |
| Pennsylvania Bar Association Life Plan | - | 120 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 248 | - | - | - |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 490 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 0 | - | - | - |
| 2007 | 5 | 487 | $91,612,265 | $7,526,773 | $15,455iApproximate average salary by contribution assumption: employee only about $386,385 at 4% or $257,590 at 6%; with 50% employer match about $257,590 at 4% or $171,727 at 6%; with 100% employer match about $193,192 at 4% or $128,795 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 331 | $91,612,265 | $7,526,773 | $22,739iApproximate average salary by contribution assumption: employee only about $568,487 at 4% or $378,992 at 6%; with 50% employer match about $378,992 at 4% or $252,661 at 6%; with 100% employer match about $284,244 at 4% or $189,496 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 487 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 256 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 124 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 330 | - | - | - |
| 2006 | 5 | 324 | $85,418,230 | $7,119,120 | $21,973iApproximate average salary by contribution assumption: employee only about $549,315 at 4% or $366,210 at 6%; with 50% employer match about $366,210 at 4% or $244,140 at 6%; with 100% employer match about $274,657 at 4% or $183,105 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 321 | $85,418,230 | $7,119,120 | $22,178iApproximate average salary by contribution assumption: employee only about $554,449 at 4% or $369,632 at 6%; with 50% employer match about $369,632 at 4% or $246,422 at 6%; with 100% employer match about $277,224 at 4% or $184,816 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 275 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 324 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 282 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 117 | - | - | - |
| 2005 | 5 | 346 | $73,976,203 | $7,339,295 | $21,212iApproximate average salary by contribution assumption: employee only about $530,296 at 4% or $353,531 at 6%; with 50% employer match about $353,531 at 4% or $235,687 at 6%; with 100% employer match about $265,148 at 4% or $176,765 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 342 | $73,976,203 | $7,339,295 | $21,460iApproximate average salary by contribution assumption: employee only about $536,498 at 4% or $357,665 at 6%; with 50% employer match about $357,665 at 4% or $238,444 at 6%; with 100% employer match about $268,249 at 4% or $178,833 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 301 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 346 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 119 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 294 | - | - | - |
| 2004 | 4 | 320 | $64,694,188 | $6,375,890 | $19,925iApproximate average salary by contribution assumption: employee only about $498,116 at 4% or $332,078 at 6%; with 50% employer match about $332,078 at 4% or $221,385 at 6%; with 100% employer match about $249,058 at 4% or $166,039 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 320 | $64,694,188 | $6,375,890 | $19,925iApproximate average salary by contribution assumption: employee only about $498,116 at 4% or $332,078 at 6%; with 50% employer match about $332,078 at 4% or $221,385 at 6%; with 100% employer match about $249,058 at 4% or $166,039 at 6%. |
| Stevens & Lee Group Term Life Insur | - | 312 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 305 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 115 | - | - | - |
| 2003 | 5 | 297 | $54,096,806 | $5,629,939 | $18,956iApproximate average salary by contribution assumption: employee only about $473,901 at 4% or $315,934 at 6%; with 50% employer match about $315,934 at 4% or $210,622 at 6%; with 100% employer match about $236,950 at 4% or $157,967 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 297 | $54,096,806 | $5,629,939 | $18,956iApproximate average salary by contribution assumption: employee only about $473,901 at 4% or $315,934 at 6%; with 50% employer match about $315,934 at 4% or $210,622 at 6%; with 100% employer match about $236,950 at 4% or $157,967 at 6%. |
| Pennsylvania Bar Association Life Plan | - | 113 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 276 | - | - | - |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 275 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 295 | - | - | - |
| 2002 | 5 | 299 | $39,437,636 | $4,978,256 | $16,650iApproximate average salary by contribution assumption: employee only about $416,242 at 4% or $277,495 at 6%; with 50% employer match about $277,495 at 4% or $184,997 at 6%; with 100% employer match about $208,121 at 4% or $138,747 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 299 | $39,437,636 | $4,978,256 | $16,650iApproximate average salary by contribution assumption: employee only about $416,242 at 4% or $277,495 at 6%; with 50% employer match about $277,495 at 4% or $184,997 at 6%; with 100% employer match about $208,121 at 4% or $138,747 at 6%. |
| Pennsylvania Bar Association Life Plan | - | 103 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 293 | - | - | - |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 279 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 268 | - | - | - |
| 2001 | 5 | 343 | $37,718,788 | $4,617,553 | $13,462iApproximate average salary by contribution assumption: employee only about $336,556 at 4% or $224,371 at 6%; with 50% employer match about $224,371 at 4% or $149,581 at 6%; with 100% employer match about $168,278 at 4% or $112,185 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 343 | $37,718,788 | $4,617,553 | $13,462iApproximate average salary by contribution assumption: employee only about $336,556 at 4% or $224,371 at 6%; with 50% employer match about $224,371 at 4% or $149,581 at 6%; with 100% employer match about $168,278 at 4% or $112,185 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 268 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 262 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 101 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 288 | - | - | - |
| 2000 | 5 | 346 | $37,457,406 | $3,914,357 | $11,313iApproximate average salary by contribution assumption: employee only about $282,829 at 4% or $188,553 at 6%; with 50% employer match about $188,553 at 4% or $125,702 at 6%; with 100% employer match about $141,415 at 4% or $94,276 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 346 | $37,457,406 | $3,914,357 | $11,313iApproximate average salary by contribution assumption: employee only about $282,829 at 4% or $188,553 at 6%; with 50% employer match about $188,553 at 4% or $125,702 at 6%; with 100% employer match about $141,415 at 4% or $94,276 at 6%. |
| Stevens & Lee Group Term Life Insur | - | 282 | - | - | - |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 272 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 107 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 250 | - | - | - |
| 1999 | 5 | 653 | $34,874,770 | $3,308,419 | $5,066iApproximate average salary by contribution assumption: employee only about $126,662 at 4% or $84,442 at 6%; with 50% employer match about $84,442 at 4% or $56,294 at 6%; with 100% employer match about $63,331 at 4% or $42,221 at 6%. |
| Stevens & Lee Profit Sharing Plan | - | 260 | $34,874,770 | $3,308,419 | $12,725iApproximate average salary by contribution assumption: employee only about $318,117 at 4% or $212,078 at 6%; with 50% employer match about $212,078 at 4% or $141,385 at 6%; with 100% employer match about $159,059 at 4% or $106,039 at 6%. |
| Stevens & Lee Blue Cross/Blue Shield Medical Insurance Plan | - | 653 | - | - | - |
| Stevens & Lee Group Term Life Insur | - | 262 | - | - | - |
| Stevens & Lee Long-Term Disability | - | 225 | - | - | - |
| Pennsylvania Bar Association Life Plan | - | 103 | - | - | - |