Civic Intelligence

Stief, Waite, Gross, Sagoskin & Gilman

Plan context: Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan

EIN 23-2422274 • Newtown, PA • 15 filings • 7 plans

3 Friends Lane2nd FloorNewtown, PA 18940
Current Snapshot

Latest Year

2014

2014 Participants

19

2014 Assets

$526,215

2014 Contributions

$18,066

Historical Graphs

Total Assets Over Time

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

$1,237,212$618,606$0199920092014YearValue
$526,215Latest year 2014

Participants Over Time

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

26130199920062014YearValue
19Latest year 2014

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
2014119$526,215$18,066$951iApproximate average salary by contribution assumption: employee only about $23,771 at 4% or $15,847 at 6%; with 50% employer match about $15,847 at 4% or $10,565 at 6%; with 100% employer match about $11,886 at 4% or $7,924 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-19$526,215$18,066$951iApproximate average salary by contribution assumption: employee only about $23,771 at 4% or $15,847 at 6%; with 50% employer match about $15,847 at 4% or $10,565 at 6%; with 100% employer match about $11,886 at 4% or $7,924 at 6%.
2013120$784,428$28,788$1,439iApproximate average salary by contribution assumption: employee only about $35,985 at 4% or $23,990 at 6%; with 50% employer match about $23,990 at 4% or $15,993 at 6%; with 100% employer match about $17,993 at 4% or $11,995 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-20$784,428$28,788$1,439iApproximate average salary by contribution assumption: employee only about $35,985 at 4% or $23,990 at 6%; with 50% employer match about $23,990 at 4% or $15,993 at 6%; with 100% employer match about $17,993 at 4% or $11,995 at 6%.
2012120$818,519$33,005$1,650iApproximate average salary by contribution assumption: employee only about $41,256 at 4% or $27,504 at 6%; with 50% employer match about $27,504 at 4% or $18,336 at 6%; with 100% employer match about $20,628 at 4% or $13,752 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-20$818,519$33,005$1,650iApproximate average salary by contribution assumption: employee only about $41,256 at 4% or $27,504 at 6%; with 50% employer match about $27,504 at 4% or $18,336 at 6%; with 100% employer match about $20,628 at 4% or $13,752 at 6%.
2011123$825,786$40,079$1,743iApproximate average salary by contribution assumption: employee only about $43,564 at 4% or $29,043 at 6%; with 50% employer match about $29,043 at 4% or $19,362 at 6%; with 100% employer match about $21,782 at 4% or $14,521 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-23$825,786$40,079$1,743iApproximate average salary by contribution assumption: employee only about $43,564 at 4% or $29,043 at 6%; with 50% employer match about $29,043 at 4% or $19,362 at 6%; with 100% employer match about $21,782 at 4% or $14,521 at 6%.
2010121$922,611$42,373$2,018iApproximate average salary by contribution assumption: employee only about $50,444 at 4% or $33,629 at 6%; with 50% employer match about $33,629 at 4% or $22,420 at 6%; with 100% employer match about $25,222 at 4% or $16,815 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-21$922,611$42,373$2,018iApproximate average salary by contribution assumption: employee only about $50,444 at 4% or $33,629 at 6%; with 50% employer match about $33,629 at 4% or $22,420 at 6%; with 100% employer match about $25,222 at 4% or $16,815 at 6%.
2009225$1,066,641$77,165$3,087iApproximate average salary by contribution assumption: employee only about $77,165 at 4% or $51,443 at 6%; with 50% employer match about $51,443 at 4% or $34,296 at 6%; with 100% employer match about $38,583 at 4% or $25,722 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-25$1,066,641$77,165$3,087iApproximate average salary by contribution assumption: employee only about $77,165 at 4% or $51,443 at 6%; with 50% employer match about $51,443 at 4% or $34,296 at 6%; with 100% employer match about $38,583 at 4% or $25,722 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-----
2006122$1,237,212$112,059$5,094iApproximate average salary by contribution assumption: employee only about $127,340 at 4% or $84,893 at 6%; with 50% employer match about $84,893 at 4% or $56,595 at 6%; with 100% employer match about $63,670 at 4% or $42,447 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-22$1,237,212$112,059$5,094iApproximate average salary by contribution assumption: employee only about $127,340 at 4% or $84,893 at 6%; with 50% employer match about $84,893 at 4% or $56,595 at 6%; with 100% employer match about $63,670 at 4% or $42,447 at 6%.
2005121$1,098,460$106,395$5,066iApproximate average salary by contribution assumption: employee only about $126,661 at 4% or $84,440 at 6%; with 50% employer match about $84,440 at 4% or $56,294 at 6%; with 100% employer match about $63,330 at 4% or $42,220 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-21$1,098,460$106,395$5,066iApproximate average salary by contribution assumption: employee only about $126,661 at 4% or $84,440 at 6%; with 50% employer match about $84,440 at 4% or $56,294 at 6%; with 100% employer match about $63,330 at 4% or $42,220 at 6%.
2004116$1,196,401$90,030$5,627iApproximate average salary by contribution assumption: employee only about $140,672 at 4% or $93,781 at 6%; with 50% employer match about $93,781 at 4% or $62,521 at 6%; with 100% employer match about $70,336 at 4% or $46,891 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-16$1,196,401$90,030$5,627iApproximate average salary by contribution assumption: employee only about $140,672 at 4% or $93,781 at 6%; with 50% employer match about $93,781 at 4% or $62,521 at 6%; with 100% employer match about $70,336 at 4% or $46,891 at 6%.
2003126$1,161,229$135,646$5,217iApproximate average salary by contribution assumption: employee only about $130,429 at 4% or $86,953 at 6%; with 50% employer match about $86,953 at 4% or $57,968 at 6%; with 100% employer match about $65,214 at 4% or $43,476 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-26$1,161,229$135,646$5,217iApproximate average salary by contribution assumption: employee only about $130,429 at 4% or $86,953 at 6%; with 50% employer match about $86,953 at 4% or $57,968 at 6%; with 100% employer match about $65,214 at 4% or $43,476 at 6%.
2002125$587,150$144,968$5,799iApproximate average salary by contribution assumption: employee only about $144,968 at 4% or $96,645 at 6%; with 50% employer match about $96,645 at 4% or $64,430 at 6%; with 100% employer match about $72,484 at 4% or $48,323 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-25$587,150$144,968$5,799iApproximate average salary by contribution assumption: employee only about $144,968 at 4% or $96,645 at 6%; with 50% employer match about $96,645 at 4% or $64,430 at 6%; with 100% employer match about $72,484 at 4% or $48,323 at 6%.
2001124$0$0-
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-24---
2000121$0$0-
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-21---
1999120$396,440$77,191$3,860iApproximate average salary by contribution assumption: employee only about $96,489 at 4% or $64,326 at 6%; with 50% employer match about $64,326 at 4% or $42,884 at 6%; with 100% employer match about $48,244 at 4% or $32,163 at 6%.
Stief, Waite, Gross, Sagoskin & Gilman PC. 401K Plan-20$396,440$77,191$3,860iApproximate average salary by contribution assumption: employee only about $96,489 at 4% or $64,326 at 6%; with 50% employer match about $64,326 at 4% or $42,884 at 6%; with 100% employer match about $48,244 at 4% or $32,163 at 6%.