Civic Intelligence

Stephens Funeral Home Inc.

Plan context: Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust

EIN 23-2157394 • Allentown, PA • 24 filings • 6 plans

274 North Krocks RoadAllentown, PA 18106
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,471,939

2024 Contributions

$73,051

Historical Graphs

Total Assets Over Time

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

$2,471,939$1,235,970$0200120132024YearValue
$2,471,939Latest year 2024

Participants Over Time

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

1050200120132024YearValue
9Latest 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
202419$2,471,939$73,051$8,117iApproximate average salary by contribution assumption: employee only about $202,919 at 4% or $135,280 at 6%; with 50% employer match about $135,280 at 4% or $90,186 at 6%; with 100% employer match about $101,460 at 4% or $67,640 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-9$2,471,939$73,051$8,117iApproximate average salary by contribution assumption: employee only about $202,919 at 4% or $135,280 at 6%; with 50% employer match about $135,280 at 4% or $90,186 at 6%; with 100% employer match about $101,460 at 4% or $67,640 at 6%.
202319$2,126,362$69,821$7,758iApproximate average salary by contribution assumption: employee only about $193,947 at 4% or $129,298 at 6%; with 50% employer match about $129,298 at 4% or $86,199 at 6%; with 100% employer match about $96,974 at 4% or $64,649 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-9$2,126,362$69,821$7,758iApproximate average salary by contribution assumption: employee only about $193,947 at 4% or $129,298 at 6%; with 50% employer match about $129,298 at 4% or $86,199 at 6%; with 100% employer match about $96,974 at 4% or $64,649 at 6%.
2022110$1,767,779$70,258$7,026iApproximate average salary by contribution assumption: employee only about $175,645 at 4% or $117,097 at 6%; with 50% employer match about $117,097 at 4% or $78,064 at 6%; with 100% employer match about $87,823 at 4% or $58,548 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-10$1,767,779$70,258$7,026iApproximate average salary by contribution assumption: employee only about $175,645 at 4% or $117,097 at 6%; with 50% employer match about $117,097 at 4% or $78,064 at 6%; with 100% employer match about $87,823 at 4% or $58,548 at 6%.
2021110$2,086,897$66,380$6,638iApproximate average salary by contribution assumption: employee only about $165,950 at 4% or $110,633 at 6%; with 50% employer match about $110,633 at 4% or $73,756 at 6%; with 100% employer match about $82,975 at 4% or $55,317 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-10$2,086,897$66,380$6,638iApproximate average salary by contribution assumption: employee only about $165,950 at 4% or $110,633 at 6%; with 50% employer match about $110,633 at 4% or $73,756 at 6%; with 100% employer match about $82,975 at 4% or $55,317 at 6%.
2020110$1,763,010$58,790$5,879iApproximate average salary by contribution assumption: employee only about $146,975 at 4% or $97,983 at 6%; with 50% employer match about $97,983 at 4% or $65,322 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-10$1,763,010$58,790$5,879iApproximate average salary by contribution assumption: employee only about $146,975 at 4% or $97,983 at 6%; with 50% employer match about $97,983 at 4% or $65,322 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%.
2019110$1,460,824$57,636$5,764iApproximate average salary by contribution assumption: employee only about $144,090 at 4% or $96,060 at 6%; with 50% employer match about $96,060 at 4% or $64,040 at 6%; with 100% employer match about $72,045 at 4% or $48,030 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-10$1,460,824$57,636$5,764iApproximate average salary by contribution assumption: employee only about $144,090 at 4% or $96,060 at 6%; with 50% employer match about $96,060 at 4% or $64,040 at 6%; with 100% employer match about $72,045 at 4% or $48,030 at 6%.
201819$1,164,369$46,447$5,161iApproximate average salary by contribution assumption: employee only about $129,019 at 4% or $86,013 at 6%; with 50% employer match about $86,013 at 4% or $57,342 at 6%; with 100% employer match about $64,510 at 4% or $43,006 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-9$1,164,369$46,447$5,161iApproximate average salary by contribution assumption: employee only about $129,019 at 4% or $86,013 at 6%; with 50% employer match about $86,013 at 4% or $57,342 at 6%; with 100% employer match about $64,510 at 4% or $43,006 at 6%.
201719$1,209,020$42,177$4,686iApproximate average salary by contribution assumption: employee only about $117,158 at 4% or $78,106 at 6%; with 50% employer match about $78,106 at 4% or $52,070 at 6%; with 100% employer match about $58,579 at 4% or $39,053 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-9$1,209,020$42,177$4,686iApproximate average salary by contribution assumption: employee only about $117,158 at 4% or $78,106 at 6%; with 50% employer match about $78,106 at 4% or $52,070 at 6%; with 100% employer match about $58,579 at 4% or $39,053 at 6%.
201619$998,352$37,628$4,181iApproximate average salary by contribution assumption: employee only about $104,522 at 4% or $69,681 at 6%; with 50% employer match about $69,681 at 4% or $46,454 at 6%; with 100% employer match about $52,261 at 4% or $34,841 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-9$998,352$37,628$4,181iApproximate average salary by contribution assumption: employee only about $104,522 at 4% or $69,681 at 6%; with 50% employer match about $69,681 at 4% or $46,454 at 6%; with 100% employer match about $52,261 at 4% or $34,841 at 6%.
201519$923,343$34,188$3,799iApproximate average salary by contribution assumption: employee only about $94,967 at 4% or $63,311 at 6%; with 50% employer match about $63,311 at 4% or $42,207 at 6%; with 100% employer match about $47,483 at 4% or $31,656 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-9$923,343$34,188$3,799iApproximate average salary by contribution assumption: employee only about $94,967 at 4% or $63,311 at 6%; with 50% employer match about $63,311 at 4% or $42,207 at 6%; with 100% employer match about $47,483 at 4% or $31,656 at 6%.
201417$936,312$34,453$4,922iApproximate average salary by contribution assumption: employee only about $123,046 at 4% or $82,031 at 6%; with 50% employer match about $82,031 at 4% or $54,687 at 6%; with 100% employer match about $61,523 at 4% or $41,015 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-7$936,312$34,453$4,922iApproximate average salary by contribution assumption: employee only about $123,046 at 4% or $82,031 at 6%; with 50% employer match about $82,031 at 4% or $54,687 at 6%; with 100% employer match about $61,523 at 4% or $41,015 at 6%.
201317$846,052$44,173$6,310iApproximate average salary by contribution assumption: employee only about $157,761 at 4% or $105,174 at 6%; with 50% employer match about $105,174 at 4% or $70,116 at 6%; with 100% employer match about $78,880 at 4% or $52,587 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-7$846,052$44,173$6,310iApproximate average salary by contribution assumption: employee only about $157,761 at 4% or $105,174 at 6%; with 50% employer match about $105,174 at 4% or $70,116 at 6%; with 100% employer match about $78,880 at 4% or $52,587 at 6%.
201216$610,491$44,280$7,380iApproximate average salary by contribution assumption: employee only about $184,500 at 4% or $123,000 at 6%; with 50% employer match about $123,000 at 4% or $82,000 at 6%; with 100% employer match about $92,250 at 4% or $61,500 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-6$610,491$44,280$7,380iApproximate average salary by contribution assumption: employee only about $184,500 at 4% or $123,000 at 6%; with 50% employer match about $123,000 at 4% or $82,000 at 6%; with 100% employer match about $92,250 at 4% or $61,500 at 6%.
201116$488,234$44,919$7,487iApproximate average salary by contribution assumption: employee only about $187,163 at 4% or $124,775 at 6%; with 50% employer match about $124,775 at 4% or $83,183 at 6%; with 100% employer match about $93,581 at 4% or $62,388 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-6$488,234$44,919$7,487iApproximate average salary by contribution assumption: employee only about $187,163 at 4% or $124,775 at 6%; with 50% employer match about $124,775 at 4% or $83,183 at 6%; with 100% employer match about $93,581 at 4% or $62,388 at 6%.
201017$488,442$46,056$6,579iApproximate average salary by contribution assumption: employee only about $164,486 at 4% or $109,657 at 6%; with 50% employer match about $109,657 at 4% or $73,105 at 6%; with 100% employer match about $82,243 at 4% or $54,829 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-7$488,442$46,056$6,579iApproximate average salary by contribution assumption: employee only about $164,486 at 4% or $109,657 at 6%; with 50% employer match about $109,657 at 4% or $73,105 at 6%; with 100% employer match about $82,243 at 4% or $54,829 at 6%.
200917$386,270$47,461$6,780iApproximate average salary by contribution assumption: employee only about $169,504 at 4% or $113,002 at 6%; with 50% employer match about $113,002 at 4% or $75,335 at 6%; with 100% employer match about $84,752 at 4% or $56,501 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-7$386,270$47,461$6,780iApproximate average salary by contribution assumption: employee only about $169,504 at 4% or $113,002 at 6%; with 50% employer match about $113,002 at 4% or $75,335 at 6%; with 100% employer match about $84,752 at 4% or $56,501 at 6%.
200816$250,434$44,825$7,471iApproximate average salary by contribution assumption: employee only about $186,771 at 4% or $124,514 at 6%; with 50% employer match about $124,514 at 4% or $83,009 at 6%; with 100% employer match about $93,385 at 4% or $62,257 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-6$250,434$44,825$7,471iApproximate average salary by contribution assumption: employee only about $186,771 at 4% or $124,514 at 6%; with 50% employer match about $124,514 at 4% or $83,009 at 6%; with 100% employer match about $93,385 at 4% or $62,257 at 6%.
200716$363,122$42,989$7,165iApproximate average salary by contribution assumption: employee only about $179,121 at 4% or $119,414 at 6%; with 50% employer match about $119,414 at 4% or $79,609 at 6%; with 100% employer match about $89,560 at 4% or $59,707 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-6$363,122$42,989$7,165iApproximate average salary by contribution assumption: employee only about $179,121 at 4% or $119,414 at 6%; with 50% employer match about $119,414 at 4% or $79,609 at 6%; with 100% employer match about $89,560 at 4% or $59,707 at 6%.
200615$319,221$40,290$8,058iApproximate average salary by contribution assumption: employee only about $201,450 at 4% or $134,300 at 6%; with 50% employer match about $134,300 at 4% or $89,533 at 6%; with 100% employer match about $100,725 at 4% or $67,150 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-5$319,221$40,290$8,058iApproximate average salary by contribution assumption: employee only about $201,450 at 4% or $134,300 at 6%; with 50% employer match about $134,300 at 4% or $89,533 at 6%; with 100% employer match about $100,725 at 4% or $67,150 at 6%.
200515$274,804$43,188$8,638iApproximate average salary by contribution assumption: employee only about $215,940 at 4% or $143,960 at 6%; with 50% employer match about $143,960 at 4% or $95,973 at 6%; with 100% employer match about $107,970 at 4% or $71,980 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-5$274,804$43,188$8,638iApproximate average salary by contribution assumption: employee only about $215,940 at 4% or $143,960 at 6%; with 50% employer match about $143,960 at 4% or $95,973 at 6%; with 100% employer match about $107,970 at 4% or $71,980 at 6%.
200417$215,818$44,606$6,372iApproximate average salary by contribution assumption: employee only about $159,307 at 4% or $106,205 at 6%; with 50% employer match about $106,205 at 4% or $70,803 at 6%; with 100% employer match about $79,654 at 4% or $53,102 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-7$215,818$44,606$6,372iApproximate average salary by contribution assumption: employee only about $159,307 at 4% or $106,205 at 6%; with 50% employer match about $106,205 at 4% or $70,803 at 6%; with 100% employer match about $79,654 at 4% or $53,102 at 6%.
200317$153,541$56,775$8,111iApproximate average salary by contribution assumption: employee only about $202,768 at 4% or $135,179 at 6%; with 50% employer match about $135,179 at 4% or $90,119 at 6%; with 100% employer match about $101,384 at 4% or $67,589 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-7$153,541$56,775$8,111iApproximate average salary by contribution assumption: employee only about $202,768 at 4% or $135,179 at 6%; with 50% employer match about $135,179 at 4% or $90,119 at 6%; with 100% employer match about $101,384 at 4% or $67,589 at 6%.
200217$71,166$51,914$7,416iApproximate average salary by contribution assumption: employee only about $185,407 at 4% or $123,605 at 6%; with 50% employer match about $123,605 at 4% or $82,403 at 6%; with 100% employer match about $92,704 at 4% or $61,802 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-7$71,166$51,914$7,416iApproximate average salary by contribution assumption: employee only about $185,407 at 4% or $123,605 at 6%; with 50% employer match about $123,605 at 4% or $82,403 at 6%; with 100% employer match about $92,704 at 4% or $61,802 at 6%.
200117$29,857$29,273$4,182iApproximate average salary by contribution assumption: employee only about $104,546 at 4% or $69,698 at 6%; with 50% employer match about $69,698 at 4% or $46,465 at 6%; with 100% employer match about $52,273 at 4% or $34,849 at 6%.
Stephens Funeral Home Inc. 401 (K) Profit Sharing Plan & Trust-7$29,857$29,273$4,182iApproximate average salary by contribution assumption: employee only about $104,546 at 4% or $69,698 at 6%; with 50% employer match about $69,698 at 4% or $46,465 at 6%; with 100% employer match about $52,273 at 4% or $34,849 at 6%.